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[- @timmyjpower]

@Invest_Brandon @TheOptionGod You sold your stocks -50% but the option holder didnt actually exercise… sad! He bought some stocks in the open market.

You sold your stocks -50% and your portfolio went from 1mm to 500k w stocks unchanged.

The put buyer, if he bought the delta made 250k buying stocks -50%

[- @timmyjpower]

@Invest_Brandon @TheOptionGod 1)Lets do some simple scenario analysis and find out why if vol is high ( positive or negative) your portfolio is suboptimal selling options. Theres no free lunch.

As a simple for instance

Lets say stocks drop 50% then bounce 100% to end up unchanged one day

[- @timmyjpower]

@agnostoxxx Boggles the mind they used equity not debt tho… 10y china yields at the lows… guys cmon

[- @timmyjpower]

@RealNickMugalli Issuing new equity at the same time there is a material outstanding buyback program and chinese 10y yields are on the lows is…. Pretty damn idiotic… genuinely who advises these guys on financial management?

[- @timmyjpower]

@TMTLongShort @tleilax___ Lol you dont have enough interceptors left. Its why you ran away from all your bases in the ME already.

[- @timmyjpower]

@mnicoletos Ive done the work, have you?

Old but gets the gist:

https://t.co/rWmet2mhA6

[- @timmyjpower]

@mnicoletos Bigtime. If you stated it, it must be true!

[- @timmyjpower]

@izakaminska ?

[- @timmyjpower]

@deanwball Actually china has shown a remarkable ability to advance technologically without resorting to outright rentier capitalism… see EVs, Solar, robotics etc… what is the evidence that this is different and better left to american monopolists?

[- @timmyjpower]

Instead of the Enhanced Games can we have the Corruption Games where allow any and all corruption?

Who’d win?

[Dan Amira @DanAmira]

Upper West Side

[- @timmyjpower]

@johnarnold Bingo

[Mark @AgingRanchHand]

Patrolman: He just washed up on the beach. No ID, no wallet, nothing. His finger prints and teeth have also been removed

Detective: Ok, just push him back into the water then

[- @timmyjpower]

Brunson low key looks like skinny prop joe

[- @timmyjpower]

@investingluc Throw in 33% ownership of ant financial … doing 9 x stripe’s annual volume at 18 trillion usd for free too

[- @timmyjpower]

@policytensor Calls have been pretty good till now but neither china nor the us has an incentive to fk around and find out here… so >95% chance nothing happens, most likely a back room deal for china to get what it needs under a us flag

[- @timmyjpower]

@TMTLongShort and rely on the rest of the world buying your assets to keep the lights on.…

[- @timmyjpower]

@TMTLongShort Lol. You are seemingly in the midst of psychotic delusion. To be fair, the entire us ruling class might be too

You dont have leverage! You tried tariffs and got stomped because you dont have rare earths, manufacturing capacity and run an absurdly large trade and primary deficit