Historical Funds

The Boring Billionaire Formula Everyone wanted the "next big thing." Graham wanted math. While investors chased tips and trends, he sat with a calculator and balance sheets. No gut feelings. No hot takes. No insider info. Just Numbers, Patience, and Discipline. Boring? Absolutely. Profitable? Ask Warren Buffett.

@Johnsmithlymb @spectatorindex sorry bro...

@HistoricalFund @spectatorindex Wow what a sick zinger retarded AI slop account

BREAKING: US has used over 850 Tomahawk missiles in past four weeks of Iran war, 'alarming some Pentagon officials because the weapon's supply is limited', according to Washington Post report.

@irishspirit59 @KobeissiLetter except when it’s national security, karma isn’t exactly comforting

@HistoricalFund @KobeissiLetter That's called Karma, baby.........

BREAKING: The DOJ says FBI Director Kash Patel’s personal email has been breached by hackers.

@AlselfLori @KobeissiLetter They called the targets ‘four pillars’ in their statement

@HistoricalFund @KobeissiLetter Congress? What Government building has 4pillars?

@dryheatwriter @KobeissiLetter @FBI losing an experienced counter-intel team right before a breach is not great timing

@HistoricalFund @KobeissiLetter Well - @FBI probably knows who they fired and those guys will be the first ones that will get a knock on their doors today.

@clashobserver @KobeissiLetter gutting the counter-intel unit first didn’t exactly help his odds.

@HistoricalFund @KobeissiLetter after his data was taken away

@Johnsmithlymb @spectatorindex if ChatGPT could track missile inventories this closely, the Pentagon would probably hire it.

@HistoricalFund @spectatorindex Thanks chatGPT for the analysis

@KobeissiLetter Gold hit $5,595 in January. Crashed to $4,090 by mid-March. Now bouncing at $4,550.

BREAKING: Gold prices extend gains to +4% on the day, rising above $4,550/oz, and silver prices extend gains to +5% on the day, rising above $71/oz. Gold and silver have added +$1.3 trillion in market cap today.

@KobeissiLetter Patel said the FBI 'took down four pillars' and they were 'not done.' Handala then hacked his personal inbox and published his photos. Truly the four pillars were load-bearing. Very thorough dismantling operation.

BREAKING: Iran-linked hackers were behind the hack of FBI Director Kash Patel's personal email, per Reuters. Details include: 1. Iran-linked Handala Hack ​Team has now publicly claimed ‌the breach 2. Hackers published photographs of Kash Patel and his purported ​resume 3. A sample of the material uploaded ‌by ⁠the hackers and reviewed by Reuters appears to show a mix of personal and work correspondence ​dating between ​2010 ⁠and 2019 4. The hackers published a statement saying that Patel "will now find his ​name among the list of successfully hacked victims" A DOJ official has said the material published by the hacker group "appears authentic."

@KobeissiLetter Day before: Handala claims Lockheed Martin breach. Today: FBI Director's inbox. DOJ seized their domains. Patel said 'we took down four pillars.' Hours later, his personal email. The pillars didn't stay down.

@NoLimitGains Billions pulled from European real estate funds for years now. Rates up, valuations down, exits closing. UBS is the loudest name today. It won't be the last one this quarter.

🚨 UBS halted withdrawals on a $469 million real estate fund for up to 3 years. Translation: “Sorry, we don’t have your money.” This is how it starts.

@NoLimitGains This fund froze in 2008. Froze again in 2014. Now frozen a third time. Ares, Apollo, BlackRock all capping withdrawals too. UBS isn't the canary. It might already be the coal mine.

@saylor @Blockworks Layer 1: Bitcoin. Layer 2: STRC preferred stock. Layer 3: stablecoins backed by Layer 2. That's the full stack.

“The best way to build a billion-dollar finance company today is Digital Credit.” $STRC My keynote, “Digital Capital, Credit, Money, and Yield,” at the @Blockworks Digital Asset Summit 2026.

@saylor @Blockworks BTC falls 45%, STRC loses nothing and pays 4.5% dividends

@DeItaone Guggenheim is right about the sentiment channel being more dangerous than the inflation channel. Consumers tolerated $4 gas in 2022 and kept spending. But 2022 had a strong labor market. Today GDP is at 0.7%. The cushion is gone.

OIL SHOCK COULD TRIGGER 10% STOCK SELLOFF Guggenheim warns U.S. stocks could drop up to 10% if oil stays near $100 for several months. The bigger risk isn’t inflation but a hit to consumer and investor sentiment—potentially breaking the retail “buy-the-dip” habit that has supported markets. While oil may ease and stocks stabilize, elevated prices still tighten conditions and weigh on growth, leaving markets more fragile.

@KobeissiLetter First correction since Liberation Day last April. That one recovered fast. This one has oil above $100, yields at war highs, and the Fed frozen. The floor feels further away this time.

BREAKING: The Nasdaq 100 is now officially in correction territory, down -10% from its October 2025 high.

@zerohedge Tech was always the most exposed to this war. High multiples need low rates. Low rates need low inflation. Low inflation needed cheap oil. The chain broke at Hormuz. Everything downstream followed.

*NASDAQ 100 DROPS 10% FROM OCTOBER HIGH, SET TO ENTER CORRECTION

@KobeissiLetter This is what a multi-theater energy war looks like. Hormuz closed. Russian ports burning. Druzhba offline. India paying above-Brent for whatever it can find. The IEA's emergency stockpile release was built for one crisis. There are now three running simultaneously.

BREAKING: Russian oil producers are warning buyers about possible "force majeure" on oil supplies as Baltic ports face new Ukrainian drone attacks. 40% of Russia's oil export capacity is about to come to a halt amid drone strikes. Asia's energy crisis is about to accelerate.

@KobeissiLetter Hormuz at 5% capacity. 40% of Russian Baltic exports offline. Novorossiysk lagging. Druzhba pipeline halted since January. The global oil supply shock just got a second act nobody planned for…