Michael from Montana

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Michael from Montana

Michael from Montana

@WellspringGP

Capitalist / Entrepreneur / Father / Former flyfishing guide in my home state of Montana

Back in Bozeman Montana 가입일 Mart 2015
624 팔로잉1.2K 팔로워
고정된 트윗
Michael from Montana
Michael from Montana@WellspringGP·
Sunset due North from the front porch last night #Montana
Michael from Montana tweet media
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Michael from Montana
Michael from Montana@WellspringGP·
@bonchieredstate Russia is operating out of Ukraine to join this. They conquered it in a week years ago according to Macgregor
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Bonchie
Bonchie@bonchieredstate·
Remember three weeks ago when Douglas Macgregor said Iran had destroyed "all our bases" and "all our ports," forcing the U.S. Navy to retreat to India? And that Russia and China were sitting on the sidelines ready to join the conflict? Any update on that?
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Michael from Montana
Michael from Montana@WellspringGP·
@CrisReed A credit fund has to invest in actual credit / debt securities. Not a perpetual preferred stock with discretionary dividends and no liquidity date. There are, however preferred stock ETFs that no doubt have an allocation.
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Michael from Montana
Michael from Montana@WellspringGP·
@Strategy It’s not credit. How does a public company get away with continuing to lie about this to investors?
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Strategy
Strategy@Strategy·
We've been buying more $BTC through $STRC lately.
Strategy tweet media
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Hum
Hum@humrashid·
@Nostre_damus The fact that they haven’t been doing this is astonishing to me
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Nostra, House of Gold
Nostra, House of Gold@Nostre_damus·
About 70 oil tankers per day pass the Strait of Hormuz before the war If each one pays Iran $2 million for safe passage that’s $4.2 Billion per month Iran has a new business plan
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Craig Doty
Craig Doty@CoachDoty·
The driver of interest in March Madness are the mid-major programs like High Point, Miami (OH), St. Louis, Prairie View A&M, VCU, McNeese, Siena, South Florida, and others. These teams make the tournament special.. they maximize their talent, they play together, have elite chemistry, and they show that toughness and execution can level the playing field against programs with 5–15x the resources, recruiting budgets, and NIL/revenue share money. The mid-majors, their stories and their upsets drive viewership and revenue. They are the reason for the early round interest in the tournament. Why is High Point Coach Flynn Clayman and many others frustrated? It is because the system and selection process treats elite mid-majors like second-class citizens. It should be noted that no one wants to flood the field with potential Cinderellas and dilute the tournament. However, there’s a clear case for a handful more deserving mid-majors earning at-large spots each year. As it stands today, the metrics and criteria create almost no realistic path for 99% of non-power programs unless they win their conference tournament outright. There are mid-major leagues that are strong enough on a given year that their second-best team (or their best team who gets upset in their conference tournament) would win games if they were in the field. How do we get them in the NCAA tournament in the future?
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Michael from Montana
Michael from Montana@WellspringGP·
@SenSanders We’re also spending $1 trillion on interest to service the debt, which supports all the big social spending programs you support and want more of.
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Sen. Bernie Sanders
Sen. Bernie Sanders@SenSanders·
The US is spending more than $1 trillion on the military for the first time in history. That apparently isn't enough. Now, the Pentagon wants $200 billion more for an illegal war in Iran. The answer is NO. We need to invest in the American people, not endless war.
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Michael from Montana
Michael from Montana@WellspringGP·
@BTCoptioneer More than 100% of these gains come from losses by dupes buying MSTR at $250-450 and 2+ x mNAV. Since that temporary foolish arb played out its been a dog
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Michael from Montana
Michael from Montana@WellspringGP·
@FinFreedom414 @saylor @Strategy Bitcoin falls and stagnates for an extended period. MSTR share price drops and investor willingness to fund dividends through new issuance evaporates. Dividend cut or suspended (perfectly legal). STRC price falls, investor trapped.
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FinancialFreedom
FinancialFreedom@FinFreedom414·
@saylor @Strategy What’s the absolute worst case scenario if sometime tells you what the risk is when investing in $STRC?
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Michael Saylor
Michael Saylor@saylor·
$STRC is engineered for high yield (11.5%), low volatility (1.7%), an exceptional Sharpe ratio (4.60), and deep daily liquidity ($209M). Track these metrics daily at strategy.com.
Michael Saylor tweet media
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Michael from Montana
Michael from Montana@WellspringGP·
@BraneDamaged @MrsMassacre Pretty much only on the Yellowstone. All the other major trout rivers are tail waters or small enough that runoff is done by May / early June the latest. Likely going to be getting low water by July this year. Was on the Gallatin this morning and it’s already getting runoff.
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Patricio 🪕
Patricio 🪕@BraneDamaged·
@MrsMassacre My only complaint as a fly fisherman is the runoff last until July. Ugh. Out east it takes a week or two.
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MRS. MASSACRE
MRS. MASSACRE@MrsMassacre·
How to move to Montana, from a Montanan... Step 1: Reconsider
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Michael from Montana
Michael from Montana@WellspringGP·
@Shan_Specter @BTC_broo Sophisticated investors understand: The dividend is at the company’s discretion, not contractually guaranteed. No maturity date / obligation by the company to repay principal except seniority in the event of default or liquidation. Illiquid and volatile vs money / tbills.
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lil retard
lil retard@comic·
@Strategy Lol you said this about your shitty common stock all 2025 while you diluted it into the ground. This ends badly.
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Strategy
Strategy@Strategy·
The $STRC reactor is spinning up. ATM → Size → Liquidity → Demand → ATM
Strategy tweet media
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Thomas Massie
Thomas Massie@RepThomasMassie·
I voted YES on the Balanced Budget Amendment to the Constitution today. Congress must end the reckless spending! Unfortunately this BBA allows Congress to bust the budget with a 2/3 majority — an already common threshold reached by the Uniparty for omnibus spending bills.
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Michael from Montana
Michael from Montana@WellspringGP·
@Christian_NYYST Miller should have pitched. But I understand why the team paying him is part of the decision. If he had an inning in him, however dictating to the manager the specific circumstances is silly.
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Christian
Christian@Christian_NYYST·
@WellspringGP It’s Game 7 of the World Series, you mean to tell me Bednar and Miller aren’t pitching?
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Christian
Christian@Christian_NYYST·
The Padres told Team USA that Mason Miller could only pitch in a save situation. The Yankees told Team USA that David Bednar was unavailable. The Cubs told Venezuela that Daniel Palencia could only pitch in a save situation. There were other pitchers Venezuela didn’t have at their disposal because their MLB teams said they were unavailable. As much fun and as exciting as the WBC was this is exactly why it’ll always be a flawed tournament.
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Michael from Montana
Michael from Montana@WellspringGP·
@CrisReed If that’s such a sweet deal for investors / holders then it’s a bad and expensive deal for the issuer on the other side of the liability (ie MSTR shareholders) I’ve never seen a company so proud of expensive capital. And common lapdogs that lick it up.
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Cris Reed 🟠 (Bitcoin Mindset)
11.5% annualized performance 1.5% vol It’s unheard of in TradFi circles so I have empathy when many think it’s a scam or going to zero. Their models break which is fine. Just like you had to think outside of the box to understand bitcoin to a sufficient level 10 years ago, it’s the same mental framework someone needs to have especially in the credit world. “Brain-breaking” is an understatement. STRC
Michael Saylor@saylor

$STRC volatility has reached an all-time low of 1.5%, driving its Sharpe Ratio to an all-time high of 5.37—setting a new standard for risk-adjusted performance.

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