Mike IMossad

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Mike IMossad

Mike IMossad

@AnacottS86

Portfolio Mngr: Convertible Bonds / Derivatives / “ It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so."

United States Katılım Kasım 2016
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Mike IMossad
Mike IMossad@AnacottS86·
The Democratic Party:
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Alex Berenson
Alex Berenson@AlexBerenson·
The old man is out of control The President of the United States is unwell, and we need to stop pretending otherwise I said it about Biden, I’m not going to be afraid to say it about @realDonaldTrump
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Mike IMossad
Mike IMossad@AnacottS86·
@AlexBerenson Patton was reassigned. More importantly he was highly successful against the Nazi’s .
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Alex Berenson
Alex Berenson@AlexBerenson·
Eisenhower fired Patton
The Angry Labrador@WileyT20

@AlexBerenson @realDonaldTrump "We’re going to murder those lousy Hun bastards by the bushel-f***ing-basket. War is a bloody, killing business. You’ve got to spill their blood, or they will spill yours. Rip them up the belly. Shoot them in the guts." Perhaps you prefer Patton?

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Ann Coulter
Ann Coulter@AnnCoulter·
Our president: “Tuesday will be Power Plant Day, and Bridge Day, all wrapped up in one, in Iran. There will be nothing like it!!! Open the Fuckin’ Strait, you crazy bastards, or you’ll be living in Hell - JUST WATCH! Praise be to Allah. President DONALD J. TRUMP”
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Mike IMossad
Mike IMossad@AnacottS86·
@eugyppius1 They are total retards from the start . Ultimately they will lose as this is fast becoming the IRGC V the world, per Hormuz.
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eugyppius
eugyppius@eugyppius1·
@AnacottS86 they would have to be total retards at this point to enter any negotiations.
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eugyppius
eugyppius@eugyppius1·
so Trump has already bought himself another day (stated deadline Monday 8pm). realistically he's not going to do anything to fuck up energy markets during the week. so another fake deadline.
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Amichai Stein
Amichai Stein@AmichaiStein1·
🇺🇸🇮🇱🇮🇷 NEW on @Jerusalem_Post: As the deadline for President Trump’s ultimatum nears, Israel and the United States have agreed the list of targets to be struck should Iran fail to meet the US president’s demands. Operational coordination between the U.S. military and the IDF has also been finalized. Last Thursday, a meeting was held involving the IDF Chief of Staff Eyal Zamir and the Commander of CENTCOM, where they coordinated the division of roles and objectives in the event that Trump declares the ultimatum has expired. Israel is currently pressuring the U.S. President to target Iran’s energy sector. While Israeli officials believe Trump will greenlight strikes on energy targets and national infrastructure, they are still awaiting final approval from the U.S. administration before executing such operations.
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Bret Weinstein
Bret Weinstein@BretWeinstein·
Trump, who I advocated for in 2024, has gone full "mad king." In considering my responsibility, I'd ask you to remember: The case I made rested on the fact that Biden/Harris were figureheads, shielding a cabal that couldn't be held to account, whereas Trump could. And we must.
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jacob
jacob@jxcxbrxss·
@AnacottS86 @AlexBerenson @realDonaldTrump You are so gay for Trump you lie to yourself that the statements and circumstances are remotely comparable. It’s perhaps the most homosexual act I’ve ever seen.
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Mike IMossad
Mike IMossad@AnacottS86·
@AndreasSteno Thank you for a well done contrarian view . Oil curve backwardation supports your thesis .
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Jack Prandelli
Jack Prandelli@jackprandelli·
Every major market crash since 1987 was preceded by one signal. Oil's 12 month rate of change hitting 100%. We're at 91% right now. The historical record: 💥 1987 Crash — Oil ROC >100% 💥 1990 Crash — Oil ROC >100% 💥 Dot Com Bust — Oil ROC >100% 💥 2008 Financial Crisis — Oil ROC >100% 💥 2022 Bear Market — Oil ROC >100% Every Single Time. And today? Hormuz closed. We're 9 % points away from the threshold that has never failed to precede a market crash. The S&P is already down 5.4%. When oil moves this fast economies break. Will this time be different? History says no. Source: Ted @TedPillows, @marketmike
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Special Situations 🌐 Research Newsletter (Jay)
This is easy because the current negotiators either have no power or don’t exist Trump to "Fox News": The current negotiators from the Iranian side have been granted limited clemency
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Special Situations 🌐 Research Newsletter (Jay)
Trump tells Fox News he believes he can get a deal with Iran by Monday. “Iran is negotiating now.” This comes 90 minutes after his Truth Social post threatening “Power Plant Day” Tuesday and telling Iran to “open the Fuckin’ Strait.” Also from the interview: 1. Says he will “ideally take Iranian oil” if Iran refuses a deal 2. Confirms the US sent guns to Iranian protesters through the Kurds earlier this year 3. Threatens to “blow everything up” if no fast deal Via the Hormuz letter His post shows desperation and insanity
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Mike IMossad
Mike IMossad@AnacottS86·
@SpecialSitsNews It’s as real as real gets . As a Trump voter his post telegraphs weakness. By contrast we don’t see Netanyahu doing likewise .
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Special Situations 🌐 Research Newsletter (Jay)
Trump tells Iran “open the f***** Strait of Hormuz, you crazy b*******, or you’ll be living in hell.” Trump declares Tuesday as “power plant and bridge day.” Can’t believe this is real life, stress is probably causing the dements to accelerate
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Mike IMossad
Mike IMossad@AnacottS86·
@grey4626 When the fuck will you understand ( never I bet) that bombing a “ death cult” into the stone age can’t work, won’t work. They will take down the gulf energy infrastructure with them . Oil at 140 = collapsing economies .
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LHGrey™️
LHGrey™️@grey4626·
Listen the fuck up... To the ayatollahs, the IRGC fanatics, and every deluded bastard clinging to power in Tehran... President Donald J. Trump has spoken with the unfiltered authority of a warrior who understands power... Tuesday will be Power Plant Day and Bridge Day, all wrapped into one cataclysmic reckoning for your rogue regime in Iran. There will be nothing like it. Open the FUCKING STRAIT, you crazy bastards...or you’ll be living in Hell. JUST WATCH. Your regime’s psychological armor is cracking, and we see it. That brittle cocktail of revolutionary theology, martyrdom porn, and “Death to America” chants is nothing but the classic projection of a theocracy terrified of its own people. You’ve spent decades convincing yourselves that asymmetric harassment...mines in the water, speedboat swarms, proxy cannon fodder...gives you leverage over the jugular of the global economy. Wrong. The Strait of Hormuz is not your personal chessboard. It is the artery carrying twenty-one million barrels of oil a day...over twenty percent of the world’s supply. Choke it and you don’t just provoke America. You starve China’s factories, spike Europe’s energy prices into the stratosphere, and expose every fair-weather patron in Beijing and Moscow as the paper tigers they are. Geopolitically you are cornered. Militarily you are obsolete. The Fifth Fleet’s carrier strike groups are not posturing...they are instruments of overwhelming lethality parked on your doorstep. Virginia-class submarines already map your littoral defenses in real time. Precision-guided munitions and stand-off weapons stand ready to dismantle your anti-access network with surgical ferocity...command nodes go dark, oil terminals burn, coastal missile batteries turn to scrap before your antiquated radars even register the launch. Full-spectrum dominance is not rhetoric. It is mathematics...and the numbers are genocidal for your regime. Your people already seethe beneath your boot. Cut off the oil revenue lifeline and watch the facade implode in popular fury. History does not forgive regimes that mistake bluster for strength. Hubris has always been the mullahs’ fatal flaw. So heed the warning from our President. Open the fucking Strait. Or prepare for a level of precision, ferocity, and lethality your medieval minds cannot comprehend. The choice is yours. But the clock is ticking, motherfuckers. 💀🗡️⏳🪖
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Special Situations 🌐 Research Newsletter (Jay)
Iraq offering Iran special gift to transit through the Strait of Hormuz... This is because production and revenues have fallen from $6.8 billion to $1.9 billion per month... They are 5 trillion Iraqi dinar short of paying salaries and are desperate... x.com/Bacharelhalabi…
Bachar EL-Halabi | بشار الحلبي@Bacharelhalabi

Breaking🇮🇶: Iran announces a “special gift” to Iraq, allowing its crude to pass through the Strait of #Hormuz. The official spokesperson of #Iran’s Khatam Al-Anbiya Ebrahim Zolfaghari, said Iraq is exempt from any restrictions on passage through Hormuz. But the timing says more than the statement itself. 🧵 (1) Until yesterday, Iraqi officials were scrambling for alternative crude export outlets, rerouting north (#Ceyhan) and trucking west (#Syria), while losing billions in revenues. Now suddenly, Baghdad is “gifted” an exemption. (2) Iraq has been the hardest hit by Iran’s Hormuz closure: • Monthly revenues fell from ~$6.8bn in February to ~$1.9bn in March • This left #Baghdad with a ~5 trillion Iraqi dinar gap just to pay salaries in a country with near-total dependence on oil revenues (3) This isn’t just about Iraq. Iraqi oil revenues remain a key source of dollar liquidity, including for Tehran itself. At the same time, Iran-aligned Iraqi militias, some now reportedly operating in Iran, depend on that same financial ecosystem. (4) Iraq has shut in many of its oil fields, with production falling from around 4.4mn b/d , including from the KRG, prior to the war, to around 900,000–950,000 b/d now, according to @ArgusMedia estimates. Monitoring Iraq’s production and tanker movements will be key. #oott

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Bill Ackman
Bill Ackman@BillAckman·
I am reaching out to the @X community for advice with the likely risk of sharing TMI. I have been sufficiently upset about the whole matter that I have lost sleep thinking about it and I am hoping that this post will enable me to get this matter off my chest. By way of background, I started a family office called TABLE about 15 years ago and hired a friend who had previously managed a family office, and years earlier, had been my personal accountant. She is someone that I trusted implicitly and consider to be a good person. The office started small, but over the last decade, the number of personnel and the cost of the office grew massively. The growth was entirely on the operational side as the investment team has remained tiny. While my investment portfolio grew substantially, the investments I had made were almost entirely passive and TABLE simply needed to account for them and meet capital calls as they came in. While TABLE purchased additional software and other systems that were supposed to improve productivity, the team kept increasing in size at a rapid rate, and the expenses continued to grow even faster. While I would periodically question the growing expenses and high staff turnover, I stayed uninvolved with the office other than a once-a-year meeting when I briefly reviewed the operations and the financials and determined bonus compensation for the President and the CFO. I spent no time with any of the other employees or the operations. The whole idea behind TABLE was that it would handle everything other than my day job so that I would have more time for my job and my family. Over the last six years, expenses ballooned even further, employee turnover accelerated, and I became concerned that all was not well at TABLE. It was time for me to take a look at what was going on. Nearly four years ago, I recruited my nephew who had recently graduated from Harvard and put him to work at Bremont, a British watchmaker, one of my only active personal investments to figure out the issues at the company and ultimately assist in executing a turnaround. He did a superb job. When he returned from the UK late last year after a few years at Bremont, I asked him to help me figure out what was going on with TABLE. When I explained to TABLE’s president what he would be doing, she became incredibly defensive, which naturally made me more concerned. My nephew went to work by first meeting with each employee to understand their roles at the company and to learn from them what ideas they had on how things could be improved. He got an earful. Our first step in helping to turn around TABLE was a reduction in force including the president and about a third of the team, retaining excellent talent that had been desperate for new leadership. Now here is where I need your advice. All but one of the employees who were terminated acted professionally and were gracious on the way out (excluding the president who had a notice period in her contract, is currently still being paid, and with whom I have not yet had a discussion). The highest compensated terminated employee other than the president, an in-house lawyer (let’s call her Ronda), told us that three months of severance was not enough and demanded two years’ severance despite having worked at the company for only two and one half years. When I learned of Ronda's request for severance, I offered to speak with her to understand what she was thinking, but she refused to do so. A few days ago, we received a threatening letter from a Silicon Valley law firm. In the letter, Ronda’s counsel suggests that her termination is part of longstanding issues of ‘harassment and gender discrimination’ – an interesting claim in light of the fact that Ronda was in charge of workplace compliance – and that her termination was due to: “unlawful, retaliatory, and harmful conduct directed towards her. Both [Ronda] and I [Ronda’s lawyer] have spoken with you about [Ronda’s] view of what a reasonable resolution would include given the circumstances. Thus far, TABLE has refused to provide any substantive response. This letter provides the last opportunity to reach a satisfactory agreement. If we cannot do so, [Ronda] will seek all appropriate relief in a court of competent jurisdiction.” The letter goes on to explain the basis for the “unsafe work environment” claim at TABLE: “In early 2026, Pershing Square’s founder Bill Ackman installed his nephew in an unidentified role at TABLE, Ackman’s family office. [His nephew]—whose only work experience had been for TABLE where he was seconded abroad for the last four years to a UK watch company held by Ackman—began appearing at TABLE’s offices and conducting interviews of employees without a clear explanation of his role or the purposes of these interviews. During this period, he made a series of inappropriate and genderbased [sic] comments to multiple employees that created an unsafe work environment. Among other things, [his nephew] made remarks about female employees’ ages (“Tell me you are nowhere near 40”), physical appearance (“Your body does not look like you have kids”), as well as intrusive questions about family planning and sexual orientation (“Who carried your son? Who will carry your next child?”). These incidents were reported to senior leadership at TABLE and Pershing Square. Rather than being addressed appropriately, the response from senior management reflected, at best, willful blindness to the inappropriateness of [his nephew]’s remarks and, at worst, tacit endorsement.” The above allegations about my nephew had previously been brought to my attention by TABLE’s president when they occurred. When I learned of them, I told the president that I would speak to him directly and encouraged her to arrange for him to get workplace sensitivity training. The president assured me that she would do so. When I spoke to my nephew, he explained what he actually had said and how his actual remarks had been received, not at all as alleged in the legal letter from Ronda’s counsel. I have also spoken to others at the lunch table who confirmed his description of the facts. In any case, he meant no harm, was simply trying to build rapport with other employees, and no one, as far as I understand, was offended. Ironically, Ronda claims in her legal letter that TABLE didn’t take HR compliance seriously, yet Ronda was in charge of HR compliance at TABLE and the person who gave my nephew his workplace sensitivity training after the alleged incidents. In any case, Ronda, as head of compliance, should have kept a record or raised an alarm if indeed there was pervasive harassment or other such problems at the company, and there is no evidence whatsoever that this is true. So why does Ronda believe she can get me to pay her nearly $2 million, i.e., two years of severance, nearly one year of severance for each of her years at the company? Well, here is where some more background would be helpful. Over the last two months, I have been consumed with a major family medical issue – one of my older daughters had a massive brain hemorrhage on February 5th and has since been making progress on her recovery – and I am in the midst of a major transaction for my company which I am executing from a hospital room office next to her . While the latter business matter is publicly known, the details of my daughter’s situation are only known to Ronda because of her role at our family office. Now, let’s get back to the subject at hand. Unfortunately, while New York and many other states have employment-at-will, there has emerged an industry of lawyers who make a living from bringing fake gender, race, LGBTQ and other discrimination employment claims in order to extract larger severance payments for terminated employees, and it needs to stop. The fake claim system succeeds because it costs little to have a lawyer send a threatening letter and nearly all of the lawyers in this field work on contingency so there is no or minimal cash cost to bring a claim. And inevitably, nearly 100% of these claims are settled because the public relations and legal costs of defending them exceed the dollar cost of the settlement. The claims are nearly always settled with a confidentiality agreement where the employee who asserts the fake claims remains anonymous and as a result, there is no reputational cost to bringing false claims. The consequences of this sleazy system (let’s call it ‘the System’) are the increased costs of doing business which is a tax on the economy and society. There are other more serious problems due to the System. Unfortunately, the existence of an industry of plaintiff firms and terminated employees willing to make these claims makes it riskier for companies to hire employees from a protected class, i.e., LGBTQ, seniors, women, people of color etc. because it is that much more reputationally damaging and expensive to be accused of racism, sexism, and/or intolerance for sexual diversity than for firing a white male as juries generally have less sympathy for white males. The System therefore increases the risk of discrimination rather than reducing it, and the people bringing these fake claims are thereby causing enormous harm to the other members of these protected classes. So what happened here? Ronda was vastly overpaid and overqualified for the job that she did at TABLE. She was paid $1.05 million plus benefits last year for her work which was largely comprised of filling out subscription agreements and overseeing an outside law firm on closing passive investments in funds and in private and venture stage companies, some compliance work, and managing the office move from one office to another. She had a very good gig as she was highly paid, only had to go into the office three days a week, and could work from anywhere during the summer. Once my nephew showed up and started to investigate what was going on, she likely concluded that there was a reasonable possibility she would be terminated, as her job was in the too-easy-and-to-good-to-be-true category. The problem was that she was not in a protected class due to her race, age or sexual identity so she had to construct the basis for a claim. While she is female and could in theory bring a gender-based discrimination claim, she reported to the president who is female and to whom she is very close, which makes it difficult for her to bring a harassment claim against her former boss. When my nephew complimented a TABLE employee at lunch about how young she looked – in response to saying she was going to her 40-year-old sister’s birthday party, he said ‘she must be your older sister’ – Ronda immediately reported it to our external HR lawyer. She thereby began building her case. The other problem for Ronda bringing a claim is that she was terminated alongside 30% of other TABLE employees as part of a restructuring so it is very difficult for her to say that she was targeted in her termination or was retaliated against. TABLE is now hiring an external fractional general counsel as that is all the company needs to process the relatively limited amount of legal work we do internally. In short, Ronda was eminently qualified and capable and did her job. She was just too much horsepower for what is largely an administrative legal role so she had to come up with something else to bring a claim. Now Ronda knew I was a good target and it was a good time to bring a claim against me. She also knew that I was under a lot of pressure because on March 4th when Ronda was terminated, my daughter had not yet emerged from consciousness, she was not yet breathing on her own, and my daughter and we were fighting for her life. I was and remain deeply engaged in her recovery while at the same time I was working on finishing the closing for the private placement round for my upcoming IPO. Ronda also knew that publicity about supposed gender discrimination and a “hostile and unsafe work environment” are not things that a CEO of a company about to go public wants to have released into the media. And she may have thought that the nearly $2 million she was asking for would be considered small in the context of the reputational damage a lawsuit could cause, regardless of the fact that two years of severance was an absurd amount for an employee who had only worked at TABLE for 30 months. She also likely considered that I wouldn’t want to embarrass my nephew by dragging him into the klieg lights when her claims emerged publicly. So, in summary, game theory would say that I would certainly settle this case, for why would I risk negative publicity at a time when I was preparing our company to go public and also risk embarrassing my nephew. Notably, she hired a Silicon Valley law firm, rather than a typical NY employment firm. This struck me as interesting as her husband works for one of the most prominent Silicon Valley venture firms whose CEO, I am sure, has no tolerance for these kinds of fake claims that sadly many venture-backed companies also have to deal with. I mention this as I suspect her husband likely has been working with her on the strategy for squeezing me as, in addition to being a computer scientist, he is a game theorist. My only advice for him is to understand more about your opponent before you launch your first move. All of the above said, gender, race, LGBTQ and other such discrimination is a real thing. Many people have been harmed and deserve compensation for this discrimination, and these companies and individuals should be punished for engaging in such behavior. Which brings me to the advice I am seeking from the X community. I am not planning to follow the typical path and settle this ‘claim.’ Rather, I am going to fight this nonsense to the end of the earth in the hope that it inspires other CEOs to do the same so we shut down this despicable behavior that is a large tax on society, employment, and the economy and contributes to workplace discrimination rather than reducing it. Do you agree or disagree that this is the right approach?
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Special Situations 🌐 Research Newsletter (Jay)
Turkey has dumped 120 TONS of gold over the past 3 weeks, including 70 TONS just last week alone to support its weak currency, the Turkish lira $GLD $SLV $PSLV $GDX $NEM $ABX $GOLD
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