Capvalue89

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Capvalue89

Capvalue89

@CapitalOnValue

"On occasion, I have disobeyed orders." J. T. Kirk

Katılım Eylül 2018
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Capvalue89
Capvalue89@CapitalOnValue·
@DeItaone I am very quickly remembering my muscle memory on this. Trump says something. Markets go down. Trump changes stance. Markets go up. Gotta love arguing with Mr market. Never goes your way when you have zero capacity for real pain
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Gavin
Gavin@GavMcCracken·
It's so crazy to me they started a war that will cost trillions with the same abbreviation as Epstein Files (Epic Fury) EF
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Capvalue89
Capvalue89@CapitalOnValue·
@ShitFund If it’s one thing I know. Theres tons of illegal immigrants at airports.
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Danny (Dennis) Citrinowicz ,داني سيترينوفيتش
The prospects for negotiating with Iran’s current regime have become increasingly limited. Iran’s political system has hardened, with real power now concentrated to a large extent in the hands of the Islamic Revolutionary Guard Corps (IRGC) that is deeply ideological, risk-acceptant, and far less invested in diplomatic compromise. Figures who once embodied a more pragmatic approach, such as Ali Larijani, have been eliminated. In their place, a more rigid strategic outlook has taken hold one that views confrontation not as a failure of policy, but as a leverage. From Tehran’s perspective, despite economic pressure and military setbacks, Iran is not losing ground. On the contrary, it believes it is successfully sustaining a war of attrition against Israel, the United States, and key Gulf states—carefully calibrating escalation while avoiding full-scale conflict. This approach allows Iran to impose costs on its adversaries while preserving regime stability. In this context, any future negotiations—particularly over critical issues such as freedom of navigation in the Strait of Hormuz, are likely to come with significant Iranian demands: credible guarantees against future attacks and, potentially, economic compensation. In effect, recent military actions may have complicated, rather than facilitated, the path toward de-escalation. If former President Donald Trump or any U.S. administration seeks to halt escalation, the available options are limited and politically costly. One path would involve meaningful concessions to Iran in exchange for restraint. The alternative would be a unilateral de-escalation, allowing Iran to continue leveraging tensions for strategic and economic gains. Either way, ending the current crisis will not be straightforward. The Iranian regime has not been weakened to the point of collapse. If anything, the conflict has reinforced its hardline tendencies and reduced the space for diplomatic flexibility
Nicholas Kristof@NickKristof

President Trump proposes declaring victory and retreating. That's better than seizing islands, but it has to be accompanied by negotiations with Iran and some new deal to open up the Strait of Hormuz. Otherwise, Trump will simply have stirred a hornet's nest, enriched Russia, hurt Europe and Asia -- and then moved on.

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Outside View
Outside View@OutsideView_·
Even as a member of team TACO, I did not expect Trump to walk away from Venezuela and let the VP take over, and I did not expect him to just say IDGAF that Hormuz is closed.
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The Economist
The Economist@TheEconomist·
Although Donald Trump says he has “destroyed 100% of Iran’s Military Capability”, the 0% that apparently remains is playing havoc with the global economy by choking off 10-15% of its oil supply economist.com/united-states/…
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SuspendedCap
SuspendedCap@ContrarianCurse·
Prob about 2 more weeks of damage out in the Middle East and Trump can officially kiss House and Senate goodbye. Great work
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Rogue POTUS Staff
Rogue POTUS Staff@RoguePOTUSStaff·
It is illegal for US currency to feature the portrait of a live person. Any instrument so adorned is not valid US currency, it is not legal tender, and its creation would in fact be counterfeiting.
Charlie Savage@charlie_savage

The Treasury Department is hurtling forward with minting what will now be three different coins with Trump's picture on them -- a $1 that will circulate and two commemorative 24k gold ones nytimes.com/2026/03/19/us/…

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Capvalue89
Capvalue89@CapitalOnValue·
@RodTheEnigma @SydneyLWatson Wow this is clearly well known. Have there been any think tanks or others that have investigated? Maybe the Cato Institute?
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Saltheart Foamfollower
Saltheart Foamfollower@RodTheEnigma·
@CapitalOnValue @SydneyLWatson Many States Refuse to Share Voter Info with the Feds... How can we even KNOW how many voted? In Oregon we've had Mail In Voting since the late 1990s? -- No Republican has won Governor Since... Dems hold Gov and Majority in State Congress - Illegals get DL and are Auto Reg to Vote
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Aakash Gupta
Aakash Gupta@aakashgupta·
Let me explain exactly why every new subdivision in America looks like the top photo, because the math is wild. A mature tree increases a home's value by 7 to 19 percent. On a $400,000 house, that's $28,000 to $76,000. A single shade tree produces the cooling equivalent of ten room-size air conditioners running 20 hours a day. One tree on the west side of a house cuts energy bills by 12 percent within 15 years. The bottom photo is worth more, costs less to live in, and sells faster. This has been documented by the University of Washington, Clemson, Michigan State, and the USDA. The data is not in dispute. Removing those trees saves the builder roughly $5,000 per lot. Concrete trucks need twice the dripline radius of every standing tree. Utility trenches need flat ground. A bulldozer flattens 200 lots in an afternoon. Preserving trees adds weeks and thousands per home. So the developer pockets $5,000 in savings and the buyer eats $50,000 in lost value for the next two decades. The person making the decision and the person paying for it have never been in the same room. The Woodlands, Texas is the proof of what happens when they are. George Mitchell bought 28,000 acres of Houston timberland in 1974 and preserved 28% as permanent green space. He forced McDonald's to build behind the tree canopy. That McDonald's became one of the highest-volume locations in Texas. The first office building, designed to reflect the surrounding forest so you couldn't see it from the street, leased completely. The Woodlands median home price today: $615,000. Katy, a comparable Houston suburb that clear-cut: $375,000. Named #1 community to live in America two years running. Fifty years of data. The trees are worth more than removing them saves. Developers clear-cut anyway because they sell the house once and leave. You live in it for 30 years.
bitfloorsghost@bitfloorsghost

we ruined such a good thing

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Tom Woods
Tom Woods@ThomasEWoods·
Boomers in 2030: ok, you were right about Iraq and Iran, and frankly everything in between, but this war with Turkey is really necessary
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Valuations
Valuations@valuations_·
We had a good thing, you stupid son of a bitch. We had an AI super cycle. We had deflationary growth. You could've shut your mouth, grifted, and made as much money as you ever needed. It was perfect. But no. You just had to blow it up. You. And your pride and your ego.
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Minerva Capital
Minerva Capital@MinervaCap·
We are below the 200SMA on $SPY. Things are playing out eerily similar to last year. The bottom panel on this chart is the TTM Squeeze indicator which has fired lower after a long period of compression. Happy to expand on my thoughts if anyone is interested.
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