Vadim Perelman

🇮🇱

[Bespoke @bespokeinvest]

The S&P Tech sector's trailing 12-month P/E ratio has jumped from roughly 32 to 48 since the 3/30 low.

[Vadim Perelman @vperelman]

@emmylobz You and me both 🥺

[Vadim Perelman @vperelman]

@bespokeinvest @grok how much did the Nasdaq go up from 875 days after 12/29/94 until its peak in 2000?

[zerohedge @zerohedge]

*TREASURY ADDS PERSIAN GULF STRAIT AUTHORITY TO SANCTIONS LIST

[Vadim Perelman @vperelman]

@hkuppy *Vile antisemite

[Vadim Perelman @vperelman]

@piersmorgan @realDonaldTrump Retard

[Vadim Perelman @vperelman]

@piersmorgan You’re a moron, Piers.

[Vadim Perelman @vperelman]

@Keir_Starmer Pathetic, weak loser

[Israel War Room @IsraelWarRoom]

⚡ Senate Intelligence Chairman @SenTomCotton introduces “No Safe Haven for Terrorist Families Act” to bar family members of anti-American terrorists, terror regime leaders, and officials from foreign adversaries from the United States.

Chairman Cotton: “Relatives of terrorists have no business being in our country. My bill would revoke visas from family members of terrorists to keep Arkansans safer.”

The bill also requires the Secretary of State to revoke visas from any family members of terrorists currently in the US.

[Vadim Perelman @vperelman]

@Keir_Starmer Spineless loser

[Bg2 Pod @BG2Pod]

Congrats to @AltimeterCap and @benchmark on the @cerebras IPO. Attached below is the Investor lock-up release schedule - the “dribble lock up” @altcap mentioned on @CNBC @HalftimeReport today. There is also talk the dribble lock will be used for @SpaceX & future IPOs. 🇺🇸📈🚀

[Open Source Intel @Osint613]

U.S. Treasury Secretary Bessent says he discussed President Trump's trip to Beijing with Japanese PM Takaichi.

[Disclose.tv @disclosetv]

NOW - Starmer says he accepts responsibility for Labour's poor results in UK's local elections while Nigel Farage’s Reform party achieved massive gains: "We are not just facing dangerous times, but dangerous opponents, very dangerous opponents."

[Vadim Perelman @vperelman]

@nadalprop_ 4 months ago Novak played the final of the AO. Sit down.

[Vadim Perelman @vperelman]

@elonmusk @SawyerMerritt @TheRabbitHole *IF* you die

You have to imagine the future, Elon.

Don’t be bounded by what’s possible today, bro!

[Vadim Perelman @vperelman]

@willchen500 You need to ship a free paralegal/assistant suite called Donna

[Vadim Perelman @vperelman]

@Keir_Starmer @IsraelWarRoom Empty platitudes, zero action

Utter disgrace

[Izabella Kaminska @izakaminska]

Probably worth reminding that the last time a gulf state defied opec quotas in the context of damages from a wider regional war with Iran, it also got invaded.

Context was that after the Iran–Iraq War, Iraq was heavily indebted and depended on high oil prices to recover.

But Kuwait exceeded its OPEC quota, increasing supply and pushing prices down — and cut deeply into Iraq’s income. Iraq saw this not as routine non-compliance but as economically damaging behaviour, especially while Kuwait also refused to forgive Iraq’s war debts and was accused of siphoning oil from the Rumaila field.

For Saddam Hussein, the situation became urgent: Iraq faced a fiscal crisis, falling revenues, and mounting pressure to stabilise the economy.
Confronting Kuwait — ultimately by invasion in 1990 — offered a rapid solution: remove debt, gain oil reserves, and drive prices back up.

Which is probably why UAE needs assurances its sovereignty will be respected. It got that assurance in a statement from China in April.

[LHGrey™️ @grey4626]

No British government ever imagined an American president might finally tell the truth about the “special relationship.”

Until now.

Spare me the pearl-clutching obituary from The Economist, that decaying salon of transatlantic nostalgia where the ghost of Churchill is still being pimped out like a rent-boy for Davos subscriptions.

Your precious bunting of flags in the bin isn’t some tragic metaphor for Trump’s “betrayal.”

It’s the autopsy photo of a one-way parasitic bargain that America has carried on its back like a drunk uncle for eighty goddamn years.

And the drunk finally woke up, looked around, and said: Fuck this.

This isn’t “turning his back.”

This is a sovereign nation refusing to keep subsidizing a continent of strategic eunuchs who have spent decades castrating their own militaries, hollowing out their industrial bases, and importing the very pathologies that make them security liabilities rather than allies.

You want the special relationship?

Earn it. Reciprocate it. Stop treating the United States like an ATM with nuclear weapons.

Geopolitically and militarily, the numbers don’t lie and they never have.

The United States still shoulders roughly sixty percent of total NATO defense spending...$845 billion out of a collective $1.4 trillion last year.

Most of your European “partners” couldn’t hit the 2% GDP target even after Russia parked tanks on Ukraine’s border and started lobbing missiles at civilian infrastructure.

Britain under Starmer talks a big game about “global Britain” while quietly slashing capability, courting CCP-linked cash, and letting its own streets burn under the weight of demographic transformation and speech codes that make the old East German Stasi look libertarian.

You lecture us about values while your own government criminalizes tweets and turns Rotherham into a cautionary tale the media still refuses to fully autopsy.

Historically, the ledger is even more damning. We bled for you in 1917 and 1941 when your empires were on the ropes.

We bankrolled your reconstruction, anchored your defense for the entire Cold War, and let you punch above your weight on the world stage because sentimental Anglosphere nostalgia still meant something.

In return? Suez 1956, where you expected us to back imperial nostalgia while we were trying to contain Soviet expansion.

Vietnam, where you sat it out. Iraq, where you half-assed it and then spent the next twenty years sneering at us in your broadsheets. And every single time an American president dared put America First, your commentariat wailed like Victorian widows about the death of the alliance...as if the alliance was ever meant to be a suicide pact.

You’ve internalized a victimhood narrative so profound it borders on the clinical...projecting your own national decline, your own loss of agency, your own self-inflicted castration onto the one country that still possesses the will to act like a great power.

Trump doesn’t “deprioritize” the relationship; he simply refuses to indulge the delusion any longer.

He sees what you refuse to admit:

the United Kingdom of 2026 is no longer the reliable offshore balancer of 1945.

It’s a mid-tier European power wrestling with internal entropy, elite disconnect, and a demographic trajectory that makes long-term strategic partnership… let’s just say, complicated.

We are sick of it. Sick of the free ride. Sick of the lectures from people whose capitals are turning into no-go zones while their defense ministers beg Washington for more F-35s and more carrier groups to patrol waters they can no longer secure themselves.

Sick of the pomp, the pageantry, the royal visits, and the hand-wringing editorials that treat American self-interest as some kind of moral failing.

The special relationship isn’t dead. It’s being stress-tested by reality.

And reality, Mr. Economist, is a vicious bitch with a ledger in one hand and a mirror in the other.

Look into it.

💀⚖️🗡️

[Bloomberg TV @BloombergTV]

In a wide-ranging conversation, Jon Gray, President of Blackstone, talked about AI and how he thinks this will be the firm’s “best year ever” for stock listings https://t.co/Czg0HEJ8rx