FMT Investment Advisory

@BorrachinhaMMA Ouchie

Power and aggressiveness in each blow, the series does in training and does in the fight! #paulocosta #ufc #secretjuice

@AlpacaAurelius Bullshit

fasting is a scam. skipping breakfast is associated with a: - 24% increase in all cause mortality - 17% higher rate of obesity - 28% higher risk of cardiovascular disease - 34% higher risk of cancer death in the morning your metabolism % cortisol is the highest. this is when you should be eating. if you want to fast, stop eating 3 hours before bed, not in the morning.

@askslim Yup

Stocks at all-time highs! War — bullish Inflation — bullish Sticky inflation — bullish Record valuations — bullish Rate cuts delayed — bullish Higher-for-longer — bullish Yield curve distorted — bullish Deficits exploding — bullish Debt at records — bullish Treasury supply surge — bullish Central bank trapped — bullish Earnings revisions down — bullish Margins compressing — bullish Consumer slowing — bullish Credit card delinquencies rising — bullish Commercial real estate stress — bullish Geopolitical tension — bullish Supply chains shifting — bullish Energy volatility — bullish AI disruption — bullish AI overspending — bullish Bad news is good news. Good news is even better. Liquidity over logic. Momentum over meaning. Don’t ask why—just ask how much higher.

@ShawnRyan762 The 10 year T bond hasn’t been moving sir

The petrodollar is the foundation of American power. Since the 1970s, oil has only been sold in dollars, forcing every nation on earth to hold dollars, fund our debt, and keep us dominant. Iran just systematically dismantled that. They closed Hormuz, cutting 25% of global oil supply. Spiked oil to $118 a barrel. Then forced ships to pay in Chinese yuan for passage. Now Gulf states are dumping US treasuries, bond markets are selling off, inflation is surging, Deutsche Bank is warning of a petroyuan era. Every link in the petrodollar chain is snapping at once. When it's gone, your borrowing costs explode, your savings erode, and America loses the financial weapon that has kept us dominant for 50 years. China wins without ever pulling a trigger.

@usnavycmdr Something is very nefarious behind the scenes that much I know for sure

Sec Bessent indicated Aug 2025 decisions regarding GSEs (Fannie Mae and Freddie Mac) IPO would likely be Sept early Oct '25. During interview Mornings w Maria, he stated bank selection for share issuance would happen around then. 🤔😡🤬

@BlackLabelAdvsr High CAPEX for sure - def not a light business model. But since it’s an essentially element to living - it is what it is

Owning a home is a freaking money pit. If someone tells you otherwise, they’re straight-up lying to you. I’ve lost track of how much I’ve invested in my home: AC system Air filters New toilets New fence Water filtration Tree trimming Fertilizer, mulch Furniture Garage floor

@JoshYoung Buffers no more, drill rigs being pulled out, U.S. Shale growth is over.... Oil is going higher higher

Global oil inventories are declining rapidly.

The realty of all the deals and ceasefires with Iran is because Trump knows it’s FUBAR for the U.S and world economies now that supplies are at crunch times. Everything else is noise.

The floor is the cost to secure the network. Like gold (never falls below the marginal mining cost), bitcoin doesn’t fall below the cost to secure the network. It’s why FMT said the bottom for in a couple months ago Intrinsic value exists everywhere

Wonder how long it takes the admin to try to bomb oil futures again The new new ceasefire deal didn’t keep oil from going up. Long energy. Gas producers seem like a heads you win big tails you don’t lose much bet.

I disagree. The discipline in the energy sector understands this amongst the fact that their feet are being held to the fire: they have to produce strong internal returns and that has become a doctrine amongst the sector. Your take is why the sector is soooo UNDERVALUED. During this Iran war and the Straight of Hormuz closure, drill rigs have been TAKEN out of the ground. Meanwhile, the bullish case for supply and demand just got a major rocket launcher (pun intended).

I am not bullish commodities medium term (not compatible with accelerated depopulation), just short term extreme spikes that will destroy demand faster than anyone can possibly forecast. Bullish silver, gold and other precious metals for monetary debasement reasons.

The cause of long-term cycles no one sees (15 years or so). We are either building abundance or depleting abundance. Depending on where we are in that spectrum is where you want MOST of your assets parked. It's not hard, but it's not easy either.

@MelMattison1 It was a terrible pick That the dems and republicans both keep the ponzi going doesn’t separate them much at the end of the day Vote for Bitcoin

@fdigitalis @SamaHoole Milking itself is tiring

According to my mom when she was a child in the early fifties, when she’d ray at my great-uncle’s dairy farm, there were two breakfasts—the first one was oatmeal, cream and coffee before heading out to do the milking, and the second one was the meat and eggs full affair afterwards before heading out for the main work of the day.

The standard American farm breakfast in 1880 went roughly as follows. Bacon. Multiple rashers, fried in its own fat. Eggs. Usually four or five, cooked in the bacon fat. Fried potatoes. Also in the bacon fat. There was a lot of bacon fat. Biscuits with butter and sometimes additional bacon fat. Sausage, if it was available, which it usually was. Ham, if the sausage situation was lean, which it usually was not. Buttermilk. Cream. Occasionally, for variety, a slab of pie left over from the previous night. This was the meal a man ate at five in the morning before doing ten hours of manual agricultural labour. The same breakfast, in roughly the same proportions, appeared in farm cookbooks across New England, the Midwest, and the South for nearly a century. The people eating it, when they survived childhood infectious disease, routinely lived into their seventies and eighties. They worked physically until they could not. They died, mostly, of what was then called old age. Heart disease was so rare in 1880 that it was not a notifiable category. The cardiologist as a profession did not meaningfully exist. Angina was a curiosity. Heart attacks were described in medical journals as rare events worth writing up. By 1960, after half a century of declining animal fat intake and rising seed oil consumption, coronary heart disease had become the leading cause of death in the United States. The bacon did not do it. The bacon was there the whole time.

@Breedlove22 Whatever happened to boxing?

Another one for the “don’t skip leg day bro!” bros 😂… 275 lb full squats

@nicosintichakis @FHFA @DirectorPulte @pulte There is something very nefarious behind the politics still

The @FHFA @DirectorPulte @pulte failed to bring any experts or expert testimony to the appeal of the shareholders Fannie Mae and Freddie Mac shareholders unanimous 8-0 court victory. ✌️ $FNMA WHY BILL? God bless 🙏

@Snz_BTC The selling pressure remains immense

Strategy buys another 34,164 Bitcoin worth $2.54 billion

IRAN'S OIL FLEX CAN CRUSH US TREASURIES: THE PAPER EMPIRE JUST MET REAL LEVERAGE Iran’s control over the Strait of Hormuz just delivered a masterclass in raw power. While US Treasuries float on nothing but trust, hope und outdated military power, physical oil delivers pain the entire world feels instantly. The contrast has never been clearer, and it’s getting dangerous for American debt markets. THE DEADLY LEVERAGE GAP ➡️ Iran flexes real leverage through oil that the planet literally cannot live without. ➡️ US Treasuries? Backed only by faith, trust, and a shrinking safe-haven premium. ➡️ One prolonged blockade exposes exactly which asset class actually matters when pressure hits. THE TREASURY COLLAPSE SETUP ➡️ Every extra day of blocked oil sends real energy costs soaring higher. ➡️ Paper Treasuries, meanwhile, can simply keep falling as investor confidence drains away. ➡️ Even if screen oil prices dip temporarily, physical shortages keep the real pain alive. THE SHORT-TERM DEBT BOMB ➡️ Over 20% of US debt now rides on short-term bills, betting rates stay low forever. ➡️ Rising inflation from the oil shock could lock the Fed out of cuts or force hikes. ➡️ That single move would tank short-term bond values and drag 10-year yields even higher. THE IMF WAKE-UP CALL ➡️ Corporate bonds from Microsoft and Apple now look safer to investors than US government debt. ➡️ The traditional Treasury premium has collapsed. ➡️ Capital is fleeing fast into gold and Chinese bonds instead. THE BOTTOM LINE Iran’s oil flex just reminded the world of a brutal truth: you can fake confidence in paper assets for a while, but you cannot fake the world’s need for physical oil. When the two collide, Treasuries lose every single time. #IranOilFlex #USTreasuryCrisis #OilVsDebt #HormuzLeverage #TreasuryCollapse #PhysicalOilPower #DebtHouseOfCards

This chart explains why everyone is so bearish energy. But what if everyone is wrong? Think of them juicy opportunities.

@SBakerMD Agreed boss I’m in my 50s

There seems to be a pathological belief that after 40 you can’t have a decent physique without resorting to drugs, peptides or TRT I personally know many that have achieved pretty impressive physiques and performance levels at older ages without a bunch of pharmaceutical help If this describes you, post a recent pic of what you’ve been able to achieve naturally. List your age and how long you e been working out and anything else you feel is relevant!