Space Man

[Space Man @spce_mn]

@jimcramer And here I am thinking you had the day off!

[Space Man @spce_mn]

@BigJohn043 Might want to try reading the footnote… “includes global buyout holdings exited between 2021 and 2025”

[Space Man @spce_mn]

@BoringBiz_ And then you try to exit lol

[Garrett Mineau @garrettmineau]

🧵 1/3: PBMs – the $500B Middlemen No One Talks About

Not enough people on here are talking about PBMs: Pharmacy Benefit Managers.

They determine what drugs you can access, what you pay, and how pharmacies get reimbursed — yet operate with almost no transparency.

Every fact in this thread is sourced from House Oversight’s July 2024 PBM report (.gov) 👇

[Conks @conksresearch]

it’s the basis boiz

[Conks @conksresearch]

the global dollar rates hierarchy visualized

[Hindenburg Research @HindenburgRes]

Axos: Glaring Commercial Real Estate Loan Problems and Lax Underwriting Beneath This Priced-For-Perfection Bank

https://t.co/AIVYinpAUZ $AX

(1/x)

[Ryan Petersen @typesfast]

Global containerized ocean freight prices are surging to levels not seen since the pandemic supply chain crunch. Some key trade lane rates are up 140% since mid-December and increasing by the week. What’s happening, why, and what it means for businesses needing products moved? 🧵

[Conks @conksresearch]

A new centrally cleared era in repo markets is looming, which will cause an exodus from its shadowy yet most systemic regions. This may increase resiliency but also inhibit key trades gluing U.S. Treasury markets together. The Repo Leverage Squeeze™ is here... 1/

[Conks @conksresearch]

Following multiple market panics, officials have enacted their latest plan to strengthen the U.S. repo market. This will not only rewire its plumbing but also relocate trillions of dollars in highly leveraged trades. The Repo Market Exodus™ has now commenced... 1/

[Hindenburg Research @HindenburgRes]

NEW FROM US:

Equinix Exposed: Major Accounting Manipulation, Core Business Decay And Selling An AI Pipe Dream As Insiders Cashed Out Hundreds of Millions

https://t.co/TUDKmWlYq7

$EQIX

(1/x)

[Conks @conksresearch]

The shift to a secured monetary standard is now complete, with trillions in dollar loans priced using rates in the repo market. But after multiple mishaps, the secured standard has proven faulty. With leaders vowing to fix its flaws, the Repo Market Rewire™ is approaching... 1/

[Hindenburg Research @HindenburgRes]

NEW FROM US:

Temenos—Major Accounting Irregularities, Failed Products And An Illusive Turnaround

https://t.co/Fnz1sA4AOe

$TEMN.SW $TMSNY

(1/n)

[Conks @conksresearch]

the Fed's updated BTFP facility visualized

[Bytebytego @bytebytego]

𝐖𝐡𝐚𝐭 𝐀𝐫𝐞 𝐭𝐡𝐞 𝐆𝐫𝐞𝐞𝐧𝐞𝐬𝐭 𝐏𝐫𝐨𝐠𝐫𝐚𝐦𝐦𝐢𝐧𝐠 𝐋𝐚𝐧𝐠𝐮𝐚𝐠𝐞𝐬?

The study below runs 10 benchmark problems in 28 languages [1]. It measures the runtime, memory usage, and energy consumption of each language. The abstract of the paper is shown below.

“This paper presents a study of the runtime, memory usage and energy consumption of twenty seven well-known software languages. We monitor the performance of such languages using ten different programming problems, expressed in each of the languages. Our results show interesting findings, such as, slower/faster languages consuming less/more energy, and how memory usage influences energy consumption. We show how to use our results to provide software engineers support to decide which language to use when energy efficiency is a concern”. [2]

𝐌𝐨𝐬𝐭 𝐞𝐧𝐯𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭𝐚𝐥𝐥𝐲 𝐟𝐫𝐢𝐞𝐧𝐝𝐥𝐲 𝐥𝐚𝐧𝐠𝐮𝐚𝐠𝐞𝐬: 𝐂, 𝐑𝐮𝐬𝐭, 𝐚𝐧𝐝 𝐂++
𝐋𝐞𝐚𝐬𝐭 𝐞𝐧𝐯𝐢𝐫𝐨𝐧𝐦𝐞𝐧𝐭𝐚𝐥𝐥𝐲-𝐟𝐫𝐢𝐞𝐧𝐝𝐥𝐲 𝐥𝐚𝐧𝐠𝐮𝐚𝐠𝐞𝐬: 𝐑𝐮𝐛𝐲, 𝐏𝐲𝐭𝐡𝐨𝐧, 𝐏𝐞𝐫𝐥

[1] https://t.co/rPD6Sw5mJn
[2] https://t.co/TDM72hEci4

Over to you: What do you think of the accuracy of this analysis?

—
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[Conks @conksresearch]

After numerous episodes, monetary leaders have unveiled measures to fortify the U.S. Treasury market. The internals of the most systemically important market, already undergoing rapid change, will once again transform. The Treasury Market Evolution™ is about to begin... 1/

[Hindenburg Research @HindenburgRes]

On Dec. 18th, disgraced Nikola founder Trevor Milton was sentenced to 4 years in prison for a securities fraud scheme we referred to as an “ocean of lies” in September 2020.

But it appears that, right up to his sentencing for fraud, Milton repeatedly lied to the judge.

(1/x)

[Conks @conksresearch]

future U.S. Treasury market flows visualized

[Conks @conksresearch]

The excess cash era is ending, with trillions of reserves once trapped in the Fed's RRP being deployed into financial assets and the banking system. As the RRP hits zero, the status quo in repo markets will transform. The return to an "excess collateral" era awaits us... 1/

[James Lavish @jameslavish]

The Reverse Repo Facility

Lots of talk about how it's dwindling fast and may soon be empty...but does it really matter?

Yes, it matters. A whole lot more than you may think.

Time for a Fed 🧵👇