Arch_Angel

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Arch_Angel

Arch_Angel

@Arch_Angel44

Veteran-Institutional Hedge Fund trader (30 years) -Tech stocks-BJJ-2A-Metal-Jesus

Katılım Temmuz 2022
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Arch_Angel
Arch_Angel@Arch_Angel44·
Robert Sterling@RobertMSterling

(Warning: long rant) My liberal friends are completely oblivious about how radicalizing the last week has been for tens of millions of normal Americans. Zero clue. I’m not talking about people who are “online”; I mean regular, everyday Americans. “Normies.” People who scroll through Facebook posts and Instagram reels from the Dutch Bros drive thru line. Political moderates who have water cooler chats about Mahomes touchdowns and Bon Jovi concerts, not Twitter threads or Rachel Maddow monologues. Millions of them. Tens of millions. They’re logging on, they’re engaging, and they’re furious. And I’ll be candid: They blame you guys. They blame the left. Regardless of whether you believe it to be justified, they think you’re the bad guys here. And they are reacting accordingly. I can already hear some of you racing toward the comments to start screeching in moral indignation, so I’m going to be blunt: Shut up and listen to what I’m telling you. Your movement will lose any semblance of relevance if you don’t develop some small measure of self-awareness, and—absent someone force-feeding you bitter medicine—you guys collectively lack the humility to do this on your own. Here are the facts: Fact 1. Tens of millions of Americans started the week seeing a 23-year-old blonde woman—a young woman in whom virtually every parent watching pictured their own daughter—stabbed in the neck by a career criminal. These people then found out the murderer had been released from jail 14 times over. Fact 2. Two days later, tens of millions of Americans watched a video of Charlie Kirk get murdered speaking to college students. Millions of these people knew who Charlie was; millions of them didn’t. Upon seeing the video, however, these normal Americans from across the land and across the political spectrum agreed that he was the victim of a terrible, fundamentally unjustifiable crime, and their hearts broke in sympathy for his family. Good people who had never even heard the name Charlie Kirk before wept. Fact 3. Immediately after seeing the footage of a peaceful young man get shot in the neck, these same people logged onto Facebook and Instagram (remember, we are talking about regular Americans, not perpetually online Twitter or Bluesky users) and saw some of their local nurses, school teachers, college administrators, and retail workers celebrating this horrific crime. Not just defending it, but cheering it. These are all facts. You may not like the implications of these facts, and we can certainly debate the underlying causes thereof, but, indisputably, they are nevertheless factual statements. Here’s what it means for you, the Democrats reading this: These normal, middle-of-the-road, non-political citizens just become politically active. They realized that politics cares about them, even if they don’t particularly care about politics. After watching Iryna Zarutska and Charlie Kirk both bleed out from the neck, they think their lives and the physical safety of their families—the bedrock of human society, the foundation of Maslow’s hierarchy of needs—depend on political activation, whether they desire it or not. These people are now sprinting—not jogging, not walking, but racing—to the right. Because they blame you guys for everything that just happened. When they see footage of Decarlos Brown stabbing a Ukrainian refugee to death, they don’t see just one demon-possessed man. They picture every university administrator, HR bureaucrat, and DEI apparatchik that ever lectured them about systemic racism, the “carceral state,” or the need to release violent crime suspects without bail in the name of social justice. They then think back to conversations they’ve had with their cop friends—their buddy from high school who quit the force after getting tired of being called a racist, their friend at the local YMCA who vents about having to release career criminals because Soros-funded prosecutors aren’t willing to file charges—and they realize everything the left has told them over the last five years has been utter bullshit. And they blame you. Because, even if you count yourself as a moderate Democrat, your party supported the district attorneys, city council members, and mayors that let fictitious concerns about mental health and racial justice supersede very real concerns for their family’s safety. When these Americans see blood erupt from the side of Charlie Kirk’s neck, they don’t see just a martyred political activist. They think of every extreme leftist they’ve ever met who (1) calls anyone to the right of Hillary Clinton a fascist and (2) constantly jokes—“jokes”—about punching Nazis and “bashing the fash.” They realize that there really do exist people who wish to see them dead for their moderately conservative political beliefs, their Christian faith, and even the color of their skin. They ask themselves if the violence visited upon Charlie might one day show up on their own doorstep. And they blame you. Because, even if you’re just a center-of-the-road liberal, you lacked the courage to police your own ranks. You let modern-day Maoist red guards run loose across every facet of society, and what started with social-media struggle sessions has now turned to 30-06 bullet holes. When these Americans log onto social media and see their neighbors justifying, celebrating, glorifying murder, they realize that some who walk among them are soulless ghouls at best, literally demon-possessed at worst. These people—whether they faithfully attend church every Sunday or only attend with relatives once a year, on Christmas Eve—start talking about things like spiritual warfare. They implicitly understand that no normal human casually celebrates the mortal demise of a peaceful person. And they blame you. Because, even if you condemned Charlie Kirk’s murder, they probably haven’t seen you condemn those in your own movement who cheered it on. They view you as complicit in allowing heartless fellow travelers to celebrate death, and it repulses them. For all of these situations, what has your response been? Nothing but bullshit. In response to Iryna Zarutska bleeding out on the floor of a train, you post bullshit statistics about reductions in reported crime, when everyone who’s ever been to a major urban center in the last decade knows that actual crime has skyrocketed, only for victims not to waste their time reporting it to cops that don’t have the manpower to respond and prosecutors that seek to downgrade as many felonies as possible to misdemeanor citations. In response to a 31-year-old man taking a bullet to the neck in front of his family, you post nothing but bullshit whataboutism. > “What about January 6th?” (Honest answer: After you let Liz Cheney spend two years operating a star chamber in the House, combined with countless other failed attempts at “lawfare” against Trump, no one cares anymore.) > “What about Mike Lee making a dumb joke on Twitter about some guy in a mask in Minnesota?” (No one outside of Utah, DC, or Twitter knows who Mike Lee even is.) > “What about Paul Pelosi?” (That’s not comparable to Charlie Kirk getting shot, and we all know it. And, again, Paul who?) > “What about regulations on assault rifles?” (That’s not going to get you very far when one of these killers used a knife and the other one used a common hunting rifle.) In response to teachers, healthcare workers, and thousands of other liberals cheering on Charlie’s murder, it’s nothing but more bullshit and misdirection. > “It’s not THAT many people celebrating!” (Yes, it is. Everyone has seen it on their Facebook and Instagram feeds.) > “I thought you guys didn’t support cancel culture.” (We don’t cancel people over their opinions; we’re more than happy to see people lose their jobs—especially their taxpayer-funded jobs—for actively cheering on murder, though. If you can’t see the difference, that’s your own shortcoming.) All bullshit. Not even smart bullshit, but stale, mid-grade, low-IQ bullshit. Ordinary Americans see right through it, and they don’t like how it smells. You probably don’t like hearing this. But you need to hear it. Because I’m right, and, as you reflect on this, you know I’m right. The ranks of my political movement gained millions of righteously angry new members this week. We have a mandate to ensure these crimes never happen again, and that’s exactly what we are now going to do. If you want to keep a seat at the table as we do so, you’d better clean house and start policing your own.

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Arch_Angel
Arch_Angel@Arch_Angel44·
@Tom_Winter @sunnyright Look at their accounting records. They delayed reports and changed auditors multiple times. Domiciled in Taiwan so we’ll see what happens
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Tom Winter
Tom Winter@Tom_Winter·
NBC News: A new indictment alleges that three men affiliated with server maker Supermicro conspired to sell $510 million in servers with banned Nvidia chips to China. Story: nbcnews.com/tech/tech-news…
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Arch_Angel
Arch_Angel@Arch_Angel44·
@zerohedge Maybe because they like this is a buy w earnings like NVDA and MU getting sold because of bots
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zerohedge
zerohedge@zerohedge·
There's the flush: "LOs net sold -$9.6bn across our floor today and ran a 50% sell skew (most of this within LT/PT channels). That is the largest day of net selling in our data set's history going back to 2022 and a 5 sigma event." - GS
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*Walter Bloomberg
*Walter Bloomberg@DeItaone·
NETANYAHU: IRAN HAS NO CAPACITY TO ENRICH URANIUM OR MAKE BALLISTIC MISSILES AFTER 20 DAYS OF WAR
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Kevin Gordon
Kevin Gordon@KevRGordon·
AAII bears highest since May 2025
Kevin Gordon tweet media
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Polymarket
Polymarket@Polymarket·
BREAKING: Senate Democrats block effort to extend DHS funding for two weeks, block pay to TSA agents.
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James E. Thorne
James E. Thorne@DrJStrategy·
For the record. Excuses Aren’t Policy: The Fed’s Crisis of Competence. The Powell Fed’s latest decision shouldn’t surprise anyone, by now, incompetence is the baseline. Shocks don’t need central bankers to “manage” them; they dissipate naturally. That’s first‑year economics. Yet the Fed continues to treat every temporary disturbance as a crisis of their own invention. When the results inevitably disappoint, Powell hides behind the platitude that “it’s a difficult decision.” It isn’t. Monetary policy is difficult only for those who refuse to learn from their own mistakes. And when cornered, the Fed retreats to the tired excuse that “it’s always in a different position.” It’s not, and that is no justification for the steady degradation of judgment we’ve seen under Powell. Consider inflation expectations: before the Powell circus arrived, the five‑year five‑year forwards were the gold standard. Today, at 2.12%, they remain well below long‑term averages—proof enough that expectations are firmly anchored. Rate cuts, we’re told, are blunt instruments that “affect the whole economy.” They don’t. Real estate is in recession, and an insightful Fed, if such a creature existed, would already have moved toward 2.75%. But insight has never been this institution’s strong suit. The Fed clings to lagging indicators like inflation and employment while ignoring the leading signals flashing red across credit and housing. They remain unmoved by the inconvenient truth of policy lags that stretch two years or more. So yes, the Fed made another mistake. And no, it shouldn’t surprise anyone. High energy prices are not inflationary in any sustained sense. They drain real incomes, crush discretionary spending, and deter investment—classic deflationary dynamics. The logical result is weaker growth, not runaway inflation. Yet the Fed remains trapped in a 1970s hallucination, reacting to every cost spike as though OPEC were plotting at midnight. It’s the same textbook error they made with wages and tariffs: mistaking a negative supply shock for a permanent inflation regime. After half a century of economic evidence to the contrary, the persistence of this misunderstanding can only be described as what it is, total incompetence dressed up as vigilance.
Bloomberg TV@BloombergTV

Federal Reserve Chair Jerome Powell says the Fed is in a "difficult situation" and needs to balance current risks during a news conference after the central bank's policy-setting Federal Open Market Committee to leave interest rates unchanged bloom.bg/4ds2UtE

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Nick Timiraos
Nick Timiraos@NickTimiraos·
Even though PPI in February printed high, the components that filter into PCE (including downward revisions for December) came in a bit lower than the sharp-pencils anticipated. February PCE is still expected to be firm, but a touch less so than anticipated before.
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Sam Ro 📈
Sam Ro 📈@SamRo·
"This is not a GFC repeat; Lehman & Bear had >30x leverage vs. BDCs at 2x plus US economy is solid & low PC unrealized losses" - BofA on private credit
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Nick Timiraos
Nick Timiraos@NickTimiraos·
Powell says that if Kevin Warsh isn't confirmed by May 15, he would stay on and serve as chair pro tempore, citing recent Fed precedent. On the DOJ probe: "I have no intention of leaving the board until the investigation is well and truly over." As to whether that means he would leave if the probe ends, "I have not made that decision."
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James E. Thorne
James E. Thorne@DrJStrategy·
For the record. As Operation Epic Fury continues ahead of schedule. Doomers freak on hot PPI print. Wall Street has never met a data point it couldn’t torture into a grand narrative. This week’s hot PPI print and an oil supply wobble are merely the latest props in a familiar morality play: inflation is back, the spiral is here, and only higher-for-longer can save us from ourselves. The same crowd that insisted “wages cause inflation” and “tariffs cause inflation” now chants “supply shock causes entrenched inflation” with the same unearned certainty. It’s not analysis; it’s Pavlovian Keynesianism dressed up in a PowerPoint deck. The basic error is embarrassingly simple. A relative price shock – oil, shipping, selective bottlenecks – is treated as a permanent, economy‑wide regime change rather than what it almost always is: a one‑time tax on real incomes that eventually snuffs out its own impulse. Yes, it sounds counterintuitive, but high energy prices are ultimately deflationary, because they choke off real economic growth by squeezing household budgets and raising business costs, which dampens demand across the rest of the economy. Instead of distinguishing between level effects and ongoing inflation, between transient cost pressure and genuine wage‑price dynamics, Wall Street happily sums everything under the banner of “sticky inflation” and calls it a thesis. Meanwhile, the same strategists who were visibly late to the first inflation wave now overcompensate by seeing ghosts in every monthly print. They extrapolate the noisiest components, ignore base effects, and airbrush away the supply response that higher prices inevitably trigger. The oil market is treated as a static cartoon, shock goes in, inflation comes out, rather than a dynamic system where new supply, substitution, and policy all work to neutralize the initial hit. The fact that prior energy spikes have given way to lower inflation as the dust settles is quietly forgotten; it doesn’t fit the slide deck. Overlay that with the Trump strategy, a coming peace dividend and the Street’s blindness looks even more costly. A deliberate push to rebuild domestic supply, deregulate production, and normalize trade terms is already working its way through the system ahead of schedule, setting up exactly what the inflation doomers say is impossible: a dramatic fall in prices and a genuine peace dividend as energy, logistics, and geopolitical risk premia all deflate. The architecture is in place for cheaper goods, cheaper energy, and a re‑pricing of risk away from permanent crisis and back toward productive investment. Against that backdrop, the Powell Fed is not “prudent,” it is materially too tight. Fed funds should already be sitting near a neutral 2.75%, not pinned in a zone designed for yesterday’s inflation scare. And yet Wall Street’s Keynesians house view still pretends that policy is roughly appropriate, while conveniently ignoring one awkward empirical fact: it takes at least 24 months for the full effect of rate cuts to transmit through the real economy. By the time the same people who misread the first wave of inflation finally concede that policy is restrictive, the lagged impact of today’s stance will already be biting into growth and prices. Investors should, once again, do the opposite of what the Doomer narrative prescribes: discount the coming disinflation,fading the inflation doom shock. A too‑tight Fed marching behind the curve, a Trump strategy accelerating the restoration of supply and security, and long lags in monetary transmission are not the ingredients of an endless inflation spiral; they are the set‑up for falling prices and a peace‑time repricing of assets. The tragedy is that Wall Street, still hyperventilating over a PPI release, is about to miss the turn, again.
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David A. Clarke, Jr.
David A. Clarke, Jr.@SheriffClarke·
Federal judges have entered the realm of politics with their judicious and anti Trump interference in what is usually left for elections to resolve. When they do that, they are acting like politicians and subject to political attacks. Source:%20NBC%20News share.google/DtC40mSqB5v1WA…
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Laura Loomer
Laura Loomer@LauraLoomer·
Just as I said earlier… It’s all part of the plan of course. Tulsi Gabbard might resign next. It’s a full blown coordinated assault on President Trump. This is why Joe Kent is already scheduled to appear on @TuckerCarlson’s show. Source: x.com/lauraloomer/st…
Catherine Herridge@C__Herridge

STRATEGIC TIMING: By posting today @joekent16jan19 guaranteed his resignation over the war in Iran will be front and center during the annual worldwide threat hearings on Capitol Hill this week. These are rare public hearings that bring together the intelligence community leadership including his old boss. The Honorable Tulsi Gabbard Director, Office of the Director of National Intelligence (ODNI) The Honorable John L. Ratcliffe Director, Central Intelligence Agency (CIA) The Honorable Kash Patel Director, Federal Bureau of Investigation (FBI) Lieutenant General William J. Hartman Acting Director, National Security Agency Lieutenant General James H. Adams Director, Defense Intelligence Agency

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InteractivePolls
InteractivePolls@IAPolls2022·
Do you support or oppose requiring everyone to provide documentary proof of citizenship to register to vote? Support: 64% Oppose: 29% —— Net Support 🟢 GOP: (+88) 🟤 Dem: (-18) 🟢 Indie: (+21) 🟢 White: (+37) 🟢 Black: (+13) 🟢 Hispanic: (+18) YouGov/Economist | 3/13-16 | RV
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RoadMN
RoadMN@RoadMN·
After last weeks @CNN disasterous daily misinformation week, felt it was a good time to remind you of the hoaxes CNN has pushed. Thanks to @NolteNC for compiling this list.
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Las Vegas Locally 🌴
Las Vegas Locally 🌴@LasVegasLocally·
Far more registered Republicans than Democrats have left California in recent years, according to a new report from the Public Policy Institute of California. Nevada ranks highest among U.S. states for gaining California residents per capita.
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Corey A. DeAngelis, school choice evangelist
BREAKING: The Kentucky Legislature just voted to OVERRIDE Democrat Governor Andy Beshear's VETO of a bill opting in to Trump’s new school choice program. The House voted 77–14. The Senate voted 31–5. Kentucky is now the 28th state to opt in to Trump's school choice program.
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Eyal Yakoby
Eyal Yakoby@EYakoby·
“Iran is winning.”
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