MacroGuru

The New Age Chanos.
Short everything.
CIO at Family Office. Wharton. MS. DB. Citi.
EM specialist with a focus on GBPeso

[MacroGuru @macroguru9]

ERP at 0.

[MacroGuru @macroguru9]

there it is

[Al Jazeera Breaking News @AJENews]

BREAKING: Iran hasn't yet sent response to US peace proposal over 'distrust' and history of Washington breaking agreements

🔴 LIVE updates: https://t.co/ZaSgYqktNS

[MacroGuru @macroguru9]

Word of the day: NASAPOCALYPE

[PPG @PPGMacro]

Bitcoin/Strategy Inc
Note that Strategy has $13.8 billion of debt and more than half is high coupon preferred shares.

Apparently, “Strategy Inc. (formerly MicroStrategy) holds approximately 843,706 Bitcoin with an average cost basis of roughly $75,699 per coin.”

[MacroGuru @macroguru9]

BTC sub 70k.

does not matter what amount MSTR sold, just the fact that they did sell is bearish....

[MacroGuru @macroguru9]

Not a good sign.....

Abu Dhabi temporarily freezes rent for residential, commercial, industrial properties

https://t.co/PG1vnsIbIi

[James Chanos @RealJimChanos]

As is the size of SoftBank’s balance sheet since 2000.

[James Chanos @RealJimChanos]

$GOOG did have $126B of cash and marketable securities at March 31st.

[Luke Metro @luke_metro]

From a young age, I have always wanted to be the exit liquidity for shareholders of artificial intelligence companies

[MacroGuru @macroguru9]

Tragic and sad, but i guess this will be given as the reason for Bibi to smash Lebanon.

[Benjamin Netanyahu - בנימין נתניהו @netanyahu]

בצער עמוק התבשרנו על נפילתו של סרן ד"ר אורי יוסף סילבסטר ז"ל, רופא גדוד שקד בחטיבת גבעתי, שנפל בקרב בדרום לבנון.

אורי ז״ל יצא לחזית הקרב מתוך תחושת שליחות עמוקה להגנה על מדינת ישראל ולמען הצלת חיים וטיפול בחבריו לנשק.

יחד עם כל אזרחי ישראל, רעייתי ואני שולחים את תנחומינו מעומק הלב למשפחתו ויקיריו, ומייחלים להחלמתם המהירה של לוחמינו שנפצעו בתקרית הכואבת.

יהי זכרו ברוך.

[MacroGuru @macroguru9]

There you go.

[Iran Nuances @IranNuances]

#Iran's Parliament Speaker Mohammad Bagher Ghalibaf: In a conversation with Lebanese Parliament Speaker Nabih Berri, I emphasized that if the Israeli regime's crimes in #Lebanon continue, we will not only halt the negotiation process [with US] but also stand against the regime.

[MacroGuru @macroguru9]

When you got to BRK it always at a cost when other liquidity sources are drying up, think GS during the GFC

BRK gets a 20+ buck discount straight off the bat.

[VKMacro @VKMacro]

I understand why Google would do this, I don’t get it from BRK’s perspective 🤷🏽‍♂️

[MacroGuru @macroguru9]

So Google issues equity to Berkshire at 20 bucks below market price....

Anthropic trying to ipo a week after raising 65 billion

Spacex rushing to ipo at 1.8 trillion vs 2.2 trillion

Everyone trying to cash out....

[FinancialJuice @financialjuice]

Berkshire Hathaway is to invest $10b in Alphabet. $GOOGL

[MacroGuru @macroguru9]

So Hezbollah and BIbi are going to follow what trump says.

It has never happened in the past, guess this time is different.

[MacroGuru @macroguru9]

oh dear

[Sulaiman Ahmed @ShaykhSulaiman]

BREAKING: SATELLITE IMAGES SHOWS AL-DHAFRA AIRBASE IN THE UAE ALMOST COMPLETELY DESTROYED

[MacroGuru @macroguru9]

ERP is now -ve.

[MacroGuru @macroguru9]

ERP at 0.

[MacroGuru @macroguru9]

more like the other way round

[FinancialJuice @financialjuice]

Israel is awaiting Trump's final approval for any operation in Beirut's southern suburbs ~ 2 Israeli sources.

[Not Jerome Powell @alifarhat79]

Iran: We’re ending negotiations with the United States.

Netanyahu: Trump:

[JAZ Macro @JAXCapital]

3 months in.....

spare capacity and SPRs all used up....

it's time for oil prices to go exponential!!!

[MacroGuru @macroguru9]

Probably nothing.