Liquidity First

Bullish American dynamism, bearish managed decline. Interests include investing, politics and hockey. Personal views. Not financial advice.

[Liquidity First @LiquidityFirst]

“The 4th industrial revolution is no longer coming, it’s here — we can choose to be the leaders of this transformation or we can watch others do it…our adversaries are investing in the same technology and competing for the future of manufacturing.”

He's right

.

@PalantirTech $PLTR

[Liquidity First @LiquidityFirst]

@RileeDHarrison Real question: did you bill a half hour to your client for this?

[Liquidity First @LiquidityFirst]

BREAKING: Business leader makes good business decision.

[Leading Report @LeadingReport]

Buc-ee’s CEO says company is prioritizing conservative, business-friendly states over blue states.

[Liquidity First @LiquidityFirst]

@LeadingReport I already love Buc-ee’s, you don’t have to sell me on it more.

[Liquidity First @LiquidityFirst]

@901JustinJ She said no. Marriage is a prison.

[Liquidity First @LiquidityFirst]

@901JustinJ Incredible — *definitely* going to ask my wife if we can make our kid’s middle name Cornbread.

Will report back.

[Liquidity First @LiquidityFirst]

@OrinKerr Iconic. This is hysterical, give him a pass.

[Liquidity First @LiquidityFirst]

Maryland drivers have completed that same route in half the time, with traffic.

[Fox News @FoxNews]

Buckle up for a lap around the nation’s capital.

Ride along the 1.7-mile Freedom 250 Grand Prix track, feeling every turn as you fly down Pennsylvania Avenue and past the Washington Monument, U.S. Capitol and Smithsonian museums.

The first-ever INDYCAR race around the National Mall takes over D.C. Aug. 22-23, with Sunday’s race airing live on FOX.

[Liquidity First @LiquidityFirst]

@theaveragetrdr @FoxNews @Freedom250 No wonder you can't spell "defense" right...

[Liquidity First @LiquidityFirst]

@FoxNews @Freedom250 Maryland drivers have completed that same route in half the time with traffic.

[Liquidity First @LiquidityFirst]

@Polymarket This makes a lot more sense when you take into consideration that Ed Markey is a dumbass.

[Liquidity First @LiquidityFirst]

@jtcarnrite @zerohedge Ken created the conditions that required Leopold to offload his book and Citadel was basically the only buyer of size that could take the whole book.

He created the "risk," he was the solution, and he knew once markets saw the "risk" was mitigated, a rally would ensue.

[Liquidity First @LiquidityFirst]

@zerohedge Very situationally aware of him to take profits.

[Liquidity First @LiquidityFirst]

@djenerate1265 @SenSanders Bernie gained his cult-like following by railing against millionaires.

Then, when he became a millionaire, he quietly pivoted to railing against billionaires.

The only thing "stupid" is that you keep falling for his grift and financing his latest vacation home.

[Liquidity First @LiquidityFirst]

Bernie Sanders owns 3 homes.

Less than 1% of American can afford to own 3 homes.

The average American cannot afford to buy a home.

Pushing champagne socialism made Bernie rich, while his followers gained nothing but a heap of empty promises.

That must change.

[Sen. Bernie Sanders @SenSanders]

31 out of 32 NFL owners are billionaires.
26 out of 30 NBA owners are billionaires.
26 out of 30 MLB owners are billionaires.

Your tax dollars helped build their stadiums.

But today, the average person can’t afford the price of a ticket to a sporting event.

That must change.

[Liquidity First @LiquidityFirst]

@KobeissiLetter Anyone that thinks Anthropic is worth more than $SPCX is living in a dream world.

[Liquidity First @LiquidityFirst]

@WatcherGuru Anyone that thinks Anthropic is worth more than $SPCX is living in a dream world.

[Liquidity First @LiquidityFirst]

Anyone that thinks Anthropic is worth more than $SPCX is living in a dream world.

[Watcher.Guru @WatcherGuru]

JUST IN: Claude AI developer Anthropic to file for IPO as soon as end of August, expecting to match or exceed SpaceX's record, Bloomberg reports.

[Liquidity First @LiquidityFirst]

@_ZachGriff @AmericanAir It's still American Airlines and they still suck.

But, at least now while you're sitting on the tarmac for 4 hours because they can't get their shit together, you can watch old episodes of Friends in 4k.

[Liquidity First @LiquidityFirst]

@AmericanAir Amazing, so now I can watch videos in 4k while I wait on the tarmac for 4 hours because you guys can't get your shit together?