M denatale

“You can’t run 6min miles with 9min people…”-Gen McConville! #RAAM Z= +150,000 miles biked/swam/paddled for charity! #championmindset

[M denatale @Teamdolceboyz]

🇮🇹Gold Reserve!

[M denatale @Teamdolceboyz]

#championshipmindset “i’m gonna bet on myself” -FM

[Warren Sharp @SharpFootball]

INCREDIBLE story from Fernando Mendoza on his 4th Down TD run:

We were hoping they were in 2 Tampa Drop 8

but they didn't come out in that

half the field went zone, half the field went man

well if it’s man I'm supposed to throw it, if it's zone I'm supposed to run it

I'm like, screw it, I'm gonna bet on myself, I'm going to die on that field

[M denatale @Teamdolceboyz]

Brazil is the new 🇨🇭: Commodities, energy, foreign capital, soccer, Carnival and never started a war!

[FT Commodities @ftcommodities]

Brazil and US eye rare earths deal https://t.co/schOcjtulG

[M denatale @Teamdolceboyz]

“1cent” -even a recycled beer bottle gets you 5 cents!

[junkbondinvestor @junkbondinvest]

Saks bonds now bid at less than 1 cent.

Hedge funds bought at 40 cents thinking they were catching a bargain. Classic falling knife.

Still putting up more money in the DIP. The thesis better be right this time.

[M denatale @Teamdolceboyz]

@BoringBiz_ classic stuff- i remember o’shea (fordham grad) at GS telling folks internally his gritty fordham grads would outmaneuver their Ivy targets!

[M denatale @Teamdolceboyz]

“I don’t see any reason for any human being to sell GOLD and SILVER in the 21st century!” -Jim Rogers Great POD from a legendary trader. $gld $slv #championmindset

[M denatale @Teamdolceboyz]

@TFMetals Leverage in reverse as many $assets become $liabiliites

[M denatale @Teamdolceboyz]

#championmindset

[Navy Athletics @NavyAthletics]

The celebration is on!

#GoNavy | #BeatArmy | @CBSSportsCFB

[M denatale @Teamdolceboyz]

@EpsilonTheory Strange but DECEMBER historical is a popular month to expose Frauds: Enron (dec 2 2001), Parmalat (Dec 24 2003), Madoff (Dec 8 2008), First Brands (Dec 2025)

[M denatale @Teamdolceboyz]

@unusual_whales $assets becoming $liabilities

[M denatale @Teamdolceboyz]

“seasoned investors…all they do is roll T Bills and go skiing” -bloomberg radio (12/8/2025)

[M denatale @Teamdolceboyz]

Love how the Fintwits who could barely order off a 🍣 menu are now JGB experts! There will be a time to be concerned- it’s just not “yet”.

[M denatale @Teamdolceboyz]

“Opportunity Cost”: one of the more mispriced variables in return models. Most models don’t even have an OC input.

[M denatale @Teamdolceboyz]

“Occam’s Razor”

[Bruce Fenton @brucefenton]

Never underestimate the importance of simplicity in life and business.

Occam’s razor.

Complexity can be a killer. Make things as simple as you can. Simple structures. Simple sharing and equity deals. Simple plans. Simple business models. Simple decision models.

The world will add plenty of complexity. You don’t need to.

[M denatale @Teamdolceboyz]

Databricks- Megacorn constituent-reportedly raising at $134bn valuation (+34% from its last Q3 2025 raise)!

[M denatale @Teamdolceboyz]

🇺🇸 reindustrialization strategy in motion!

[Barstool Sports @barstoolsports]

Ole Miss with a warm goodbye for Lane Kiffin

[M denatale @Teamdolceboyz]

@RnaudBertrand 🇨🇳 outperforms in fireworks, cars, trains, nuclear and now wine! ⚽️ next? @gave_vincent

[M denatale @Teamdolceboyz]

🇧🇷 is becoming 🇨🇭 of LatAm! 400 is a lot of bps to cut!

[Louis-Vincent Gave @gave_vincent]

Everyone focuses on whether the Fed will cut 25bp, or not in December
Meanwhile, in Brazil, rate cuts over the coming year might be 200bp, 300bp or 400bp! Brazil is where the juice is! Give my friend @alex_larrain_ a follow if you have any interest in Latam debt markets. Or Latam in general

[M denatale @Teamdolceboyz]

There are NO coincidences in financial markets.

[Willem Middelkoop @wmiddelkoop]

Price Discovery Mechanism clearly broken.

Gold and silver Futures trading (CME) halted

No charts for gold and silver

Never seen this before ..

[M denatale @Teamdolceboyz]

Great quote- Trump purposely left out what “stocks” he will keep at “all-time” highs!

[unusual_whales @unusual_whales]

BREAKING: Trump says he will keep stocks at all-time highs.