Laura Jones

60.8K posts

Laura Jones banner
Laura Jones

Laura Jones

@Hip_Design_Chic

가입일 Nisan 2022
1.7K 팔로잉2K 팔로워
Laura Jones 리트윗함
🎹 Ames™ 🎹
🎹 Ames™ 🎹@Real_Ames·
A smaller white kid gets picked up and slammed on a basketball court by a bigger black guy. He is seriously injured. It’s on video. There are witnesses everywhere. His family takes it to court. Case dismissed. Family of black guy is laughing on the way out. And they wonder why people don’t trust the system anymore. Who agrees that they need to take it to civil court???
English
263
1.5K
5.1K
67.9K
Laura Jones 리트윗함
Viva Frei
Viva Frei@thevivafrei·
It’s not a war, it’s just pinpoint strikes. OK, it’s a war, but it’s not a forever war. We need $200 billion to fight this non-war, non-forever war. YOU’RE NOT MAGA!
English
314
724
6K
105.2K
Diligent Denizen 🇺🇸
Diligent Denizen 🇺🇸@DiligentDenizen·
‼️🇺🇸 UNCONFIRMED: Rumors are swirling in DC that Tulsi Gabbard is about to resign in the aftermath of her Senate hearing and colleague Joe Kent resigning over the Iran war. 👀 Do you think her resignation would impact US skepticism towards the war? 🤔
English
705
420
4.1K
637.8K
Laura Jones 리트윗함
Nick Nemeth (Mispriced Assets)
TLDR: I am a recovering alcoholic with no fund, no credentials, and no lobbyist. I rebuilt myself from nothing. Then I broke into finance with no degree, no pedigree, and no permission. I parsed SEC filings for a $31.5 billion private credit fund called Cliffwater. Not because anyone asked me to. Because nobody else would. The filings are public, but they are buried in footnotes that are not indexed, not searchable, and not structured for analysis. I have been told by fund managers that nobody even attempts this. Billions of dollars in pension capital, and the people who manage money for a living do not bother to read the filings. So I read them. Every loan. Every amendment. Every semi-annual PIK disclosure. 2,330 positions. I hand-researched fifty. I found 189 loans where borrowers are paying interest with more debt instead of cash. I found over 50 loans that are not generating enough cash to service their debt at all — carried at par on the books of a fund that has never reported a losing month in 41 months. The fund's Sharpe ratio is 3.75. Bernie Madoff — who was fabricating returns and could pick any number he wanted — ran a 3.5. He got caught because the numbers were too smooth by Markopolos. The greatest quant fund in history, Renaissance Technologies, runs a five or six. Cliffwater is claiming risk-adjusted returns that would be impossible even if you insider-traded with perfect information every single time, because the volatility of the underlying markets would still prevent it. Nobody asked questions. Bloomberg confirmed 14% redemptions 48 hours after I published. S&P cut the fund's outlook to negative this week. Cash on hand fell 76% in six months. This is not an isolated fund. This is the structure. $9.4 trillion in private equity. $3.5 trillion in private credit. They all pay their own valuation agents. The valuation agents decide what the funds are worth. No valuation agent has ever been fired for saying the number was too high. The marks produce the NAV. The NAV produces the fees. The fees come from pensions. The pensions come from firefighters and teachers and nurses in Oregon and California and Illinois who will never read a private placement memorandum in their lives. Wall Street ran out of rich people. The endowments were full. The sovereign wealth funds were tapped. So they went downstream — to 401(k)s, to retirement accounts, to interval funds sold to people who have no idea what they own. 1. Direct the SEC and FSOC to examine Level 3 fair value practices across interval funds and BDCs. 2. Require that valuation agents be independent of the funds they mark. 3. State publicly that the current self-marking regime creates systemic risk. 4. Mandate position-level mark disclosure for every fund that accepts pension capital. There are two ways this ends. It breaks all at once like 2008 and we fix it. Or it rots slowly like Japan: one fund blows up, six weeks of quiet, another one, and nobody connects it for a decade while a generation of retirees gets destroyed. I am not asking anyone to take my word for it. I am asking them to read the filings. If you know someone in the administration, a regulator, or anyone on a legislative committee, please send this to them. One person learned this from a one-bedroom apartment. Your government can too. The will is what is missing.
Nick Nemeth (Mispriced Assets)@NickNemo17

x.com/i/article/2034…

English
109
610
2.8K
256.5K
Laura Jones 리트윗함
NICK BAZINET
NICK BAZINET@NICKBAZINE58571·
COME ON, CITIZENS OF THE WORLD. NATURE LOVERS... SUN BATHERS. HOLIDAY MAKERS. STAR GAZERS.. FARMERS... GARDENERS.. WHY ARE YOU STUMPED! ARE YOU BLIND? DON'T YOU CARE? AFRAID OF BEING LABELLED A CONSPIRACY THEORIST? SERIOUSLY! COME ON! THE SLIENCE IS DEAFENING!😶‍🌫️🤔😶‍🌫️
NICK BAZINET tweet media
English
480
5.1K
10.4K
79.9K
Laura Jones 리트윗함
Laura Jones 리트윗함
Wall Street Apes
Wall Street Apes@WallStreetApes·
Taxpayers will now pay $10,000 per Muslim child to attend an Islamic School in Texas We are literally forced to pay for our own takeover “Texas has now admitted for Islamic schools to their voucher program. This comes after a Barack Obama-appointed judge ruled that they had to extend their deadline to allow more private schools, mainly Islamic schools, to apply” “This comes after CAIR, the Council on American-Islamic Relations, which has been designated or labeled as a terror organization by Governor Abbott in the state of Texas. This comes after they filed a lawsuit demanding taxpayer funds for these Islamic schools — They sued to make us pay them. — We now have to pay them to run their indoctrination centers,. This is not how this is supposed to go. We need a federal designation of the Muslim Brotherhood as a terrorist organization. We need the federal designation and we need to get very serious about countering these threats right here in the homeland, because I'm gonna tell you, that's what I voted for.”
English
923
7K
10.3K
114.6K
Laura Jones 리트윗함
White Papers Policy Institute
White Papers Policy Institute@WhitePapersPol·
Your taxes are paying for 95% of Afghan families living in the US. 66% of Guatemalans, 59% of Mexicans, 49% of Cuban households, 40% of Filipino households, Americans never voted to create a global welfare state, and yet this is what has happened. We need mass deportations. (source link in image)
White Papers Policy Institute tweet media
English
66
1.1K
2.6K
17.7K
Laura Jones 리트윗함
Richard
Richard@ricwe123·
It is truly refreshing to hear someone as Jeffrey Sachs laying bare the brutal facts.....
English
241
6.4K
14.1K
256.1K
Laura Jones 리트윗함
Derrick Evans
Derrick Evans@DerrickEvans4WV·
🚨 JUST IN: Support surges for SAVE America Act as Sen John Kennedy pushes to pass it with 50 votes through reconciliation.
English
311
5.9K
36.2K
336.4K
Laura Jones 리트윗함
Epstein File Search
Epstein File Search@epsteinsearchin·
Senator Wyden found JPMorgan Chase failed to report over $1 billion in suspicious transactions linked to Epstein. He asked Treasury Secretary Bessent for the records. Bessent refuses. DOJ is blocking the files. Treasury is blocking the money trail.
English
363
14K
30.7K
306.8K
Laura Jones 리트윗함
Braxton McCoy
Braxton McCoy@braxton_mccoy·
Tulsi says the US and Israel have different goals in Iran, Netanyahu admits Israel hit targets without Pres Trump's approval, and lifting sanctions on Iranian oil reportedly on the table. Less than 24 hours has went by and the main points Kent made have already been vindicated.
English
66
484
3.9K
78.1K
Laura Jones 리트윗함
Auron MacIntyre
Auron MacIntyre@AuronMacintyre·
Victory has been achieved, war is over Send the troops home now
Insider (World News)@InsiderWN

#BREAKING: Netanyahu says that Iran currently has no capability to enrich uranium and no ability to produce ballistic missiles.

English
144
629
6.2K
187.1K
Max Blumenthal
Max Blumenthal@MaxBlumenthal·
The kind of US national security official Israel fears vs the kind it can manage
Max Blumenthal tweet mediaMax Blumenthal tweet media
English
157
1.9K
14.1K
827.2K