Bios4Life 🅰️

25K posts

Bios4Life 🅰️

Bios4Life 🅰️

@Bios4L

Biotech/Tech/Space/AI Penn State Graduate 03’ “Look around not down" Do not sacrifice liberty for security

Katılım Kasım 2022
1.4K Takip Edilen781 Takipçiler
Bios4Life 🅰️ retweetledi
Sean Davis
Sean Davis@seanmdav·
I defended Netanyahu earlier today, and now I’m going to defend Tucker from similar false smears. I’ve known Tucker for close to 20 years, and the claim that he is anti-Semitic is absurd, as his own words attest. It sure would be nice if we could go back to arguing positions on their own merits instead of using the commie tactic of smearing anyone who disagrees as racists or Nazis.
English
556
470
3.4K
251.8K
Ms Trevian Kutti
Ms Trevian Kutti@FreeTrevian·
ONE OF THE BIGGEST TRAITORS IN AMERICA IS MIKE HUCKABEE.
English
36
166
2K
10.9K
Mary Draper
Mary Draper@DraperMP·
@loffredojeremy Jared Kushner loves his wife and children. He is loyal to both his own father & his father-in-law. The Kushner family's commitment to Israel is very deep. He also has an ability to talk to the Arabs. Sometimes the evidence is right in front of your eyes.
English
59
3
80
43.8K
Jeremy Loffredo
Jeremy Loffredo@loffredojeremy·
Sometimes I think about how Jared Kushner, who had Netanyahu staying in his wealthy Jewish family's childhood home during U.S. visits, ended up marrying the daughter of a man who became a two-term U.S. president.
English
148
2.1K
16.2K
712.2K
Bios4Life 🅰️ retweetledi
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
52
190
1K
101.7K
Bios4Life 🅰️
@21WIRE Have to agree. I was very fond of her and her reputation but not even sure who she is. Nothing makes sense anymore
English
0
0
0
3
Patrick Henningsen
Tulsi Gabbard will go down as one of the biggest political frauds in U.S. history.
English
347
1.5K
12.6K
143.6K
Bios4Life 🅰️ retweetledi
Globe Observer
Globe Observer@_GlobeObserver·
🚨 Joe Kent says Ali Larijani was negotiating peace and was killed. Qatar’s gas could have stabilized energy markets — it was hit too. He says Tel Aviv doesn’t want peace, it wants permanent war, and America is the weapon.
Globe Observer tweet media
English
438
18.1K
70.9K
1.9M
Bios4Life 🅰️ retweetledi
Ihab Hassan
Ihab Hassan@IhabHassane·
Over 100 Israelis in Tel Aviv holding photos of children killed in Israel, Palestine, Iran, and Lebanon during the ongoing war with Iran.
English
83
460
2.2K
66.3K
Bios4Life 🅰️ retweetledi
Sean Strickland
Sean Strickland@SStricklandMMA·
Trump is really dropping the ball on this second term... We should call gas increase the AIPAC tax.... 15 to 30 dollars extra a month doesn't sound like America first....
English
780
1.1K
15.3K
459.4K
Bios4Life 🅰️ retweetledi
Shawn Ryan
Shawn Ryan@ShawnRyan762·
“This isn’t retaliation for what they did years ago in Iraq or Afghanistan. This is about what Israel wants. This is about nuclear weapons that probably don’t even exist. Tulsi Gabbard testified in front of Congress that there is no evidence that Iran is building any sort of nuclear weapon. The director of the IAEA also said there is absolutely no evidence that Iran possesses or is in the process of possessing a nuclear weapon.” @MichaelTLester
English
249
434
2.4K
101.5K
Bios4Life 🅰️ retweetledi
Max Blumenthal
Max Blumenthal@MaxBlumenthal·
Israel's Prime Minister, Netanyahu: "there has to be a ground component" against Iran Once again, Israeli leadership confirms that it determines whether and where American troops fight and die in Iran
Furkan Gözükara@FurkanGozukara

BOMBSHELL! Netanyahu just casually admitted on live TV that there will be a GROUND INVASION of Iran. The air strikes were just the beginning of a massive, devastating regional war.

English
244
1.6K
4.2K
99.1K
Bios4Life 🅰️
@jbulltard1 Real story Iran is stocked to the ceiling with weapons. Been ready for the last 20 years
English
0
0
0
61
Heisenberg
Heisenberg@Mr_Derivatives·
"Had I just held on a little longer, I would have made $25k more!" "Wish I sold sooner, now I'm staring at a -$15k loss instead of a -$1k loss... sigh." "Ugh should went heavier or all in, my prediction was correct, but I could have made a fortune if I bought more." I swear to God, the said above played out at least 3 times over for me today alone. Any of these thoughts ever run through your head as they do mine? Confess. I can't be the only one...
English
269
15
1.1K
104.7K
Lia the Trader 👸💸
Lia the Trader 👸💸@Liathetrader·
I gave everyone this trade. And $COP. And $SNDK for this week. They're all killing it. Cheers
Lia the Trader 👸💸 tweet media
English
4
3
44
2.6K
Bios4Life 🅰️ retweetledi
Sam Parikh
Sam Parikh@smartertrader·
Amazing day. Started with sndk buy at 6. Sold at 20+ Loaded Lng at 3. Sold at 10 Added more Sndk 800 at 1.4 Loaded Spx 6640 at 3. Sold at 11 Added app at 2.2. lol. Sam on epic ripper Are you smiling…….
English
7
6
120
8K
Bios4Life 🅰️ retweetledi
Merlin Capital 🧙‍♂️
Merlin Capital 🧙‍♂️@merlinscapital·
ISRAEL DISCLOSES NO JOURNALISTS WERE ACTUALLY PRESENT FOR NETANYAHU CONFERENCE DUDE IS DEAD
Merlin Capital 🧙‍♂️ tweet media
English
137
2.3K
14.8K
320K