Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦

Value investor with some opinions.

Registered Independent.

I mock BOTH parties... especially YOURS.

My name is Mark B. Spiegel.

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

These are now my "pinned tweets"...

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

"Hall Pass," a 2011 Farrelly Brothers comedy (HBO) has kind of a "bomb vibe" to it but also a few REALLY funny scenes that kind of make it worth a watch. It's a shame it wasn't better, because the concept had potential! https://t.co/zf3DQYNYW6

[Hunterbrook @hntrbrkmedia]

Breaking: the FAA has shut down airspace over the Department of Energy’s Savannah River Site, with a notice calling it a “US Government Nuclear Incident.”

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

So did they!

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

@MartinConvery9 Warsh.

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

This guy's smart, but he's a pompous fuck.

[The Babylon Bee @TheBabylonBee]

Starving African Children Raise Money To Feed Ariana Grande https://t.co/yQzpDjT0RI

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

They just discussed on CNBC this quote from Warsh regarding higher long-term rates doing the Fed's work for it: "This *isn't* something we're uncomfortable with."

So he's COMFORTABLE with the bond market doubting the Fed's credibility. Got it, thanks!

[zerohedge @zerohedge]

Wow

Weil Gotshal to Wind Down in Stunning Fall for Heavyweight Firm: BBG

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

Wow, Gundlach just said his accurate models says we're about to hit 4-handle CPI!

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

Clearly, the market is highly confident in Warsh's "resolve" to fix inflation...

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

Lol, if someone said to you:

"Is it raining out? Let me interrogate reality to find out" you'd smack that pompous fuck right in the face.

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

It's difficult to find a more pompous expression than "interrogate reality," lol.

[Danny Dayan @DannyDayan5]

It seems Warsh gains and loses credibility every other meeting.

He's a mean reverting credibility chair.

At least Powell was consistent!

[zerohedge @zerohedge]

*ORACLE TO LIMIT ADDITIONAL CAPITAL RAISES TO $20B FOR FY27-FY30

correction: market to limit Oracle's capital raises

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

Warsh is doing a fine job of explaining exactly why he's being a cowardly idiot.

[Counter Unmanned Systems @CUAS_NEWS]

Persistent Camouflage - Air Cover

🇺🇸 Austin based Vigil Autonomy (@VigilAutonomy) founded by Matt Goodman (@goodmattg) has developed autonomous camouflage system that provides persistent cover over the asset for thermal infrared and synthetic aperture radar signature management.

According to Vigil, the system maximum operating altitude is 10m and flight duration is 120min.

Learn more >> https://t.co/3i60H8ceWo

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

This Fed's credibility in one picture...

[Peter Berezin @PeterBerezinBCA]

Long-term oil prices are largely pinned down by the cost of shale extraction, which is around $65 per barrel. Thus, a decline in oil prices is a question of “when not if”.

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

Warsh back in pussy mode.

[The Babylon Bee @TheBabylonBee]

Democrats Announce Counteroffer Of $1,000,001 To Not Report Voter Fraud https://t.co/4X7VYdqCZX