Sameer

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Sameer

Sameer

@sameerdossa

Geopolitics, Macro, Finance, Volatility, F1. Then: EMS, @QueensU LifeSci + CompSci, @KingsDentistry. Now: Derivative Ninja, Wholesale Slinger, Multipotentialite

🧍🏽‍♂️in 🇨🇦 / ♥️ in 🇵🇸 参加日 Haziran 2008
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Sameer
Sameer@sameerdossa·
"Out beyond ideas of wrongdoing and rightdoing, there is a field. I will meet you there." - Rumi #fb
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Sameer
Sameer@sameerdossa·
“Keep the confidence. Analyze the data, but keep the confidence.”
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The Hormuz Letter
The Hormuz Letter@HormuzLetter·
BREAKING: Iran says the US has agreed to pay $300 billion in reconstruction funds directly to Iran as part of the deal Pakistan announced, alongside the release of $24 billion in frozen funds with $12 billion released before negotiations even start, per Mehr News. This directly contradicts Trump's & Vance's claim that no funds will be transferred to Iran at all. If Trump denies this is true, there never was a deal. If Trump confirms, the US has fully capitulated to Iran's demands.
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Christiaan Triebert
NEW: Our visual analysis suggests the United States hit two drinking-water facilities overnight in southern Iran with precision-guided munitions. Deliberately targeting civilian infrastructure could constitute a war crime. w/ @ckoettl @johnismay @ArtemisChats
Christiaan Triebert tweet media
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Sameer
Sameer@sameerdossa·
🤔
𝗰𝘆𝗰𝗹𝗼𝗽@nobrainflip

🚨 THE STOCK MARKET AS YOU KNEW IT JUST ENDED In 24h SpaceX lists at $1.77 trillion. Fidelity just cut its SpaceX minimum from $500k to $2k. A 99.6% cut. Robinhood, SoFi, others: no min. I've been in markets for a decade. This has never happened before. So I've spent 10h studying all past IPOs - here's what happens next: First, understand why this is happening. For decades Wall Street locked retail out of every major IPO. This week it threw the doors open. A normal IPO hands retail 5 to 10% of the shares. SpaceX reserved 30%. Triple the standard. That is not generosity. Someone has to be the buyer. And here is the part buried in the fine print: They will let you BUY at $135. They will not let you SELL. Sell your SpaceX shares in the first 15 days on Fidelity and you are flagged a flipper. Six-month ban. Then a year. Then permanent, tied to your Social Security number. Robinhood locks you for 30. They drop every barrier to get you IN, then bolt the exit shut behind you. You do not build a one-way door unless you already know which way the crowd has to run. Here is what they know that you don't. An IPO is not the start of the run. It is the exit. The day insiders, employees and early backers turn paper into cash. Someone sits on the other side of that trade. This week they are building that someone out of millions of $2,000 accounts. History shows you the ending every time. Truist studied 30 major tech IPOs over 15 years. Every one had a serious drawdown in year one. Median: -54%. Only 43% were green after twelve months. The names you remember: Facebook: -54% Snap: -56% Uber: -68% Pinterest: -70% Robinhood: -90% Same script. Huge debut. Endless hype. Lockups expire. The early money hands you the bag at the top. Now price SpaceX into that history. $1.77 trillion. 94.7x sales. A $4.9 billion loss last year. The doors flung open to the smallest accounts in the market, the exit locked for 15 days. That is not access. That is distribution at the top. We have watched this movie before: 2000 dotcom. Insiders rich, retail wrecked. 2021 SPAC mania. Insiders rich, retail wrecked. Nobody hands you the front of the line for free. So you have 2 choices in the next 24 hours. Buy the most expensive listing in market history at the open and pray you are the exception to a 54% median. Or to make money on it... But almost nobody knows what is the best way. I have been calling these traps in public for years, while everyone else cheered the ticker. Btw I am taking this profile private soon, as it's already too big. After that, all info goes to the people already inside. So better to follow now, when you can... A lot of people are going to wish they did before June 12.

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Sameer
Sameer@sameerdossa·
A person asking for all of you is offering the same in return. Likewise, a person only wanting parts of you is offering the same.
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Sameer
Sameer@sameerdossa·
I may not know exactly what it’s supposed to feel like… but I do know how it isn’t supposed to feel. “Attachment is a proxy for potential loss…” If you fear no loss - or are somehow upgrading - you face no loss, only gain… and thus your sense of attachment weakens. 🤔
Sameer@sameerdossa

If security equates to not fearing loss & anxiety stems from the fear of loss… Then the central question becomes: Are you healthy enough to let go… …or are you so wounded that you can’t? Attachment & avoiding attachment is a proxy for how we feel about the potential of loss

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Ounka
Ounka@OunkaOnX·
Greenwald just said the quiet part out loud: The US president wants to end a war. He can't. Because a foreign lobby - and a foreign government - have more power over American foreign policy than the American people, Congress, or the president himself
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Double Down News
Double Down News@DoubleDownNews·
"It brings me no pleasure to compare what Israel is doing to what the Nazis did, but how can we not? When you have things like ghettos, starvation, concentration camps and planned systematic extermination of people" Jewish journalist @kthalps CC: LBC @lewis_goodall @hasanthehun
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Sam Husseini
Sam Husseini@samhusseini·
I had asked about this horrific crime by Israel — using drones to broadcast recordings of crying children so they could shoot Palestinians who were lured — when I first saw it reported in Gaza in 2024. The Biden admin spokesperson saw no evil. The Trump spokesperson hasn’t had a briefing in almost a year. Now Israel is reportedly doing it in Lebanon. Video by @decensorednews
roqayah chamseddine@roqchams

According to local reports, an Israeli quadcopter drone was broadcasting the sounds of crying children around the southern Lebanese town of Haboush moments ago

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Drop Site
Drop Site@DropSiteNews·
🔴 NEW: Iran FM Spokesperson Baghaei: “No one in the region believes that the Zionist regime (Israel) carries out any action without prior coordination and cooperation with the United States… the consequences of any escalation will also fall on Washington.” 🔸 “The U.S. State Department has explicitly stated that the main reason for imposing this war on Iran was support for the Zionist regime (Israel). That has been the official American position. Furthermore, despite the claims of U.S. officials, we know that CENTCOM is fully coordinating and cooperating with the Zionist regime in both defensive and offensive operations.” 🔸 “The idea that the Zionist regime does not even listen to the United States and acts independently of American wishes, or seeks to humiliate U.S. officials through its actions, is something that can always be debated.” 🔸 “The United States bears responsibility as a party to the April 8 ceasefire understanding. Whatever happens in the region, whether the U.S. itself violates the ceasefire by attacking Iranian commercial ships or targeting southern parts of the country, or whether violations are carried out through the Zionist regime in Lebanon with U.S. complicity, the direct responsibility of the United States is clear, and the consequences of any escalation will also fall on Washington.” 🎥 Via SNN Iran, translated by Drop Site.
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Sameer
Sameer@sameerdossa·
If you’re a native English speaker and you don’t know who @MBrundleF1 is, you don’t belong on a starting grid. Period.
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Sameer
Sameer@sameerdossa·
What if 👩🏽‍⚕️ was actually the first? That would make this the third… …so the cycle may be over? 🤔
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Sameer
Sameer@sameerdossa·
If security equates to not fearing loss & anxiety stems from the fear of loss… Then the central question becomes: Are you healthy enough to let go… …or are you so wounded that you can’t? Attachment & avoiding attachment is a proxy for how we feel about the potential of loss
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Sameer
Sameer@sameerdossa·
Appreciate honesty. It may be uncomfortable but it’s rare.
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Sameer
Sameer@sameerdossa·
Put the literal meaning of their words aside. What do the words indicate about the other person? Intentional or not, what are they communicating to you about themselves? How can/will/should this inform how/whether you interact with them going forward?
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Sameer
Sameer@sameerdossa·
On the one hand, I wish people were more careful with their words. On the other hand, someone’s choice of words reveals a lot about their character. So, which would you prefer: a pleasantly misleading veneer or an unpleasant truth? 🪁
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Sameer
Sameer@sameerdossa·
You can’t take the stated (or imagined, implied) morals and values of a people and project them onto one individual. Doing so is unfair, unreasonable and unrealistic, and will only lead you to disappointment. Treat individuals as individuals.
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Sameer
Sameer@sameerdossa·
🧠 - Don’t ever put yourself in a position to regret the same thing twice.
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