Base Case D

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Base Case D

@CashflowingOptn

MBA. CMT. Leverage maxi. Profits not guaranteed but entertainment guaranteed.

USA Katılım Temmuz 2023
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Base Case D
Base Case D@CashflowingOptn·
Happy to announce my proprietary Bitcoin buying model called Bitcoin Too Cheap (BTC)™️ Model As long as bitcoin is in the box, it is in the buying zone.
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Base Case D
Base Case D@CashflowingOptn·
We often pray "Your kingdom come" while resisting what that actually means: The first shall be last Die to live Lose your life to find it Take up your cross Love your enemies
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Right Angle News Network
Right Angle News Network@Rightanglenews·
BREAKING - Republicans are demanding a recount in the Florida special election after a previously Republican-held seat was flipped to the Democrats by roughly 800 votes, following revelations that an elections office volunteer, a Democrat, was caught stealing election materials.
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Leading Report
Leading Report@LeadingReport·
BREAKING: Some Democrat strategists are suggesting the party nominate a straight, white, Christian man to run for president in 2028, per Axios.
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Base Case D
Base Case D@CashflowingOptn·
"think different" $AAPL 😍
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Base Case D
Base Case D@CashflowingOptn·
Today's Catholic Readings - Palm Sunday of the Lord's Passion (March 29, 2026) THE READINGS First Reading (Isaiah 50:4-7) - The Suffering Servant God gives the servant a well-trained tongue to speak to the weary, opens his ear each morning, and the servant does not rebel despite being beaten, having his beard plucked, and his face spat upon. Responsorial Psalm 22 - "My God, my God, why have you abandoned me?" Second Reading (Philippians 2:6-11) - The Kenotic Hymn Though Christ was in the form of God, he emptied himself, took the form of a slave, humbled himself to death on a cross, and because of this God exalted him and gave him the name above every name. Gospel (Matthew 26:14-27:66) - The Passion of Our Lord The full passion narrative from the betrayal by Judas through the crucifixion, death, and burial of Jesus. DEEP REFLECTION: THE MESSAGE FROM GOD The Paradox at the Heart of Reality Today's readings don't present a lesson to be learned—they reveal the fundamental structure of how God operates in the world, which is completely inverted from human logic. The message is this: God's power is perfected in weakness. Divine victory comes through surrender. The pathway to exaltation is descent. This isn't metaphorical. This isn't poetry. This is the literal mechanism of salvation history. What Most Christians Miss (Even Devout Ones) 1. They treat the Passion as a past event to commemorate, not a present pattern to embody Most Christians read Palm Sunday with historical reverence—"What Jesus did for us 2,000 years ago." But the readings aren't just showing us what Jesus did; they're showing us how reality itself works when God is at the center. The Philippians hymn isn't just about Christ's biography—it's the cosmic template: emptying → descent → obedience → death → exaltation. This is the pattern written into the fabric of creation. 2. They separate "Jesus' way" from "my way" We love to worship Jesus for doing what we'd never do. We admire him going to the cross while we strategize to avoid our own. But Christ didn't suffer so we wouldn't have to—he suffered to show us the only path that leads to resurrection is through death. Your small deaths. Your daily humiliations. Your unchosen diminishments. These aren't obstacles to overcome on the way to victory—they ARE the victory, if received with Christ. 3. They miss the scandalous silence Before Pilate, Jesus makes no answer. When accused by chief priests and elders, he's silent. Pilate is amazed. Most Christians think, "Jesus was silent because he was noble." But there's something deeper: Jesus doesn't defend himself because he's not playing their game. He's not trying to win the argument. He's not establishing his rights. He's not demanding justice within their system. He's exposing the entire system as bankrupt by refusing to participate in its logic. And then he dies to it. 4. They celebrate the triumph without embracing the method We shout "Hosanna!" on Palm Sunday and "Christ is Risen!" on Easter. We love the bookends. But we try to skip the middle. We want resurrection without crucifixion. Exaltation without humiliation. The crown without the thorns. But Philippians 2 is crystal clear: "Because of this"—because he emptied himself, because he became obedient to death—therefore God exalted him. There is no "therefore" without the "because." The Hidden Truth Here's what the readings reveal that most miss: Your defeats are not delays. Your losses are not detours. Your humiliations are not mistakes. When they come unchosen, when you're falsely accused, when you're misunderstood, when you're diminished—if you receive these moments with Christ instead of resisting them, you're participating in the same movement that saved the world. The Passion isn't showing us a weird exception to how God works (where Jesus had to suffer but we don't). It's showing us the consistent rule: the grain of wheat must fall into the ground and die, or it remains alone. HOW TO WALK AWAY FRUITFUL A THOUSANDFOLD 1. Stop Defending Yourself (The Silence of Jesus) This week, practice not correcting people when they misunderstand you. Let the false accusation stand. Don't defend your reputation. Not because you're weak, but because you're trusting God with your name, not yourself. This is terrifying. This feels like death. Good. It is death. And every small death practiced consciously prepares you for resurrection. 2. Identify Your Gethsemanes (The "Not My Will" Prayer) What in your life right now are you begging God to remove? What cup do you not want to drink? Name it. Then pray, "Not my will, but yours." And mean it. Don't pray for strength to endure. Pray for willingness to surrender. There's a difference. 3. Stop Seeking Comfort in Recognition (The Way of Kenosis) The path of Christ is kenosis—self-emptying. Every time you crave credit, validation, recognition, or vindication this week, pause. Notice the craving. Then consciously let it go unnamed and unmet. Let someone else get the credit. Let your contribution go unnoticed. Let the promotion go to another. Practice voluntary hiddenness. This is how you learn the difference between serving Christ and serving yourself-in-Christ's-name. 4. Embrace the Death Within the Death (Palm Sunday to Good Friday) Notice the progression: Palm Sunday's triumph → Thursday's betrayal → Friday's death. The crowds who shouted "Hosanna" shouted "Crucify him" days later. Stop expecting consistency from the world. Stop being shocked when people turn. Stop needing them not to. This week, expect nothing from anyone. Not gratitude, not loyalty, not understanding. Become so free from needing human approval that betrayal can't break you. 5. Look for Christ in Your Judases and Pilates The hardest truth: Judas and Pilate and the crowd are instruments of providence. Without them, no cross. Without the cross, no resurrection. Who in your life is making it harder right now? What situation feels like betrayal? What if God is using it? Not to punish you. To cruciform you—to shape you into the pattern of the cross, which is the pattern of reality itself. 6. Practice the Morning Ear (Isaiah 50:4) Morning after morning, God opens the servant's ear to hear. This isn't casual. The servant rises before the day's chaos to receive God's word. Start tomorrow: wake early, sit in silence, and ask, "What are you saying to me today? What word do you have for the weary person I'll meet?" Then go speak that word. Not your wisdom. God's. You'll know the difference by the fruit. 7. Accept That You Cannot Save Yourself (The Peter Principle) Peter swore he'd never deny Jesus. Then he did. Three times. Stop trusting your own resolve. You will fail. Your strength will give out. Your courage will crumble. This is guaranteed. The fruit doesn't come from trying harder. It comes from falling into grace harder. When you deny him (and you will, in small ways, this week), don't despair. Go out and weep bitterly like Peter. Then let him restore you like Peter. THE THOUSANDFOLD FRUIT What happens when you actually live this way? Not immediately, but over time, something shifts: you stop being controlled by outcomes. When you're willing to be misunderstood, you speak truth freely. When you're willing to be diminished, you serve without resentment. When you're willing to die, you're finally free to live. And the people around you will sense it—not because you're performing holiness, but because you've stopped performing entirely. You've become a person who doesn't need anything from them, which means you can finally love them without agenda. This is the fruit: a love that doesn't need to be returned, a joy that doesn't depend on circumstances, a peace that makes no sense to the world. This is the life poured out that feeds thousands. But it only grows from one seed: your willingness to fall into the ground and die. This is Palm Sunday's message: The King enters on a donkey. The Messiah dies like a criminal. The Savior is saved by no one. And somehow, this is how God saves the world. Your life is meant to follow the same pattern.
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Base Case D
Base Case D@CashflowingOptn·
@RonDeSantis Trump had a good thing going and then he did the bad thing
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Ron DeSantis
Ron DeSantis@RonDeSantis·
Market seems to be pricing in further inflation. Mortgage rates are also up in recent weeks.
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Election Time
Election Time@ElectionTime_·
The battle for the Senate in 2026 is getting increasingly competitive, but Republicans remain slightly favored. 2026 US Senate (Odds to Win) 🔴Republicans 52% 🔵Democrats 47% I do feel though that the markets are underestimating the GOP. Given the Republicans’ 53 seat majority right now, the path to victory for Democrats will be very difficult. They would have to win in Maine, Alaska, Ohio, and North Carolina, while holding onto both Georgia and Michigan. Odds via @Kalshi.
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Professor Campbell
Professor Campbell@abcampbell·
Hormuz isn't an oil story. It's much deeper. Fertilizer. Sulfur. Helium. Plastics. Supply shocks, all the way down. And inflation & chaos if the strait remains closed. New Ramble: The Cascade campbellramble.ai/p/the-cascade
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WOLF Bitcoin
WOLF Bitcoin@WOLF_Bitcoin_·
Grant Cardone: "My goal USED to be to owning 100,000 apartments, NOW the goal is 25,000 PRISTINE apartments in perfect locations and 10,000 Bitcoins"
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Timothy Peterson
Timothy Peterson@nsquaredvalue·
Ethereum ETFs have suffered outflows every day since March 18th. -$206 billion this week is the worst weekly outflow in 9 weeks.
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Bitcoin News
Bitcoin News@BitcoinNewsCom·
CZ: Is this real gold or not? Peter Schiff: I...uh...I don't know
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Short Squeez
Short Squeez@shortsqueeznews·
BREAKING: SpaceX investor Steve Jurvetson has reportedly shattered the record for the most expensive home purchased in Lake Tahoe, buying a waterfront estate for $125 million last week.
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Pope Leo XIV
Pope Leo XIV@Pontifex·
We turn our gaze to Jesus, who reveals himself as King of Peace, even as war looms abounds him. He remains steadfast in meekness, while others are stirring up violence. He offers himself to embrace humanity, even as others raise swords and clubs. #GospelOfToday
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Eric Jackson
Eric Jackson@ericjackson·
We analyzed 83 Apple earnings transcripts spanning 24 years. In Q4 FY2024, Tim Cook's language shifted to the most confident in his entire tenure. One quarter later, it reversed — the largest single-quarter shift in our database. Five weeks after we detected it:
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Base Case D
Base Case D@CashflowingOptn·
The latest study by Hendrik Bessembinder provides a sobering 100-year reality check on the U.S. stock market (1926–2025). While the market has been a massive wealth machine, its success is driven by a shockingly small number of "superstar" stocks. 🎰 The "Lottery" Nature of Stocks The Median is Negative: While the average return is over 30,000%, the median stock returned -6.9% over its lifetime. Most Underperform Cash: Nearly 60% of all stocks actually reduced shareholder wealth compared to simply holding one-month Treasury bills. Winner-Take-All: Only 41% of firms generated positive shareholder wealth over the century. 🏆 The "Superstars" of Wealth The degree of concentration is accelerating. Just 46 firms (out of nearly 30,000) account for half of the $91 trillion in net wealth created since 1926. The All-Time Leaders: Apple ($5.02T), Nvidia ($4.58T), and Microsoft ($4.03T) are the top three wealth creators in history. The Power of Compounding: Altria Group (Philip Morris) turned $1 into $4.42 million over the last 100 years. Recent Momentum: Over the last 9 years (2017–2025), Nvidia created more wealth ($4.51T) than any other company, including Apple. 🧠 Key Retail Takeaways Annual Returns are Deceptive: High cumulative returns often come from "modest" annualized returns (around 13%) held for a very long time (average 94 years). Volatility of New Stocks: The percentage of stocks outperforming "the market" has dropped in recent decades due to a surge in smaller, riskier listings. Timing vs. Holding: For 95% of firms, the direction of "Buy-and-Hold" returns matches "Wealth Creation," but company timing on share buybacks and issuances can cause them to diverge.
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Base Case D
Base Case D@CashflowingOptn·
This analysis by Gavekal Research’s Louis-Vincent Gave is a wake-up call for investors relying on "old" rules in a world where energy security has suddenly become the only thing that matters. 🛢️⚡️💎 🧱 The "Shattered" Assumptions For decades, investors assumed the US Navy would always keep sea lanes open and US Treasuries could always be traded for energy. These are now dead: Sea Lanes: Cheap drones have "neutered" modern navies, as seen with the Houthi and Iranian blockades. Benevolent Hegemon: The US is now broadly energy and food self-sufficient. Trump’s "retreating US" scenario suggests the US could simply "declare victory and go home," leaving others to deal with the fallout. 📉 The "Balanced" Portfolio is Dead 60/40 is Failing: The classic 50/50 or 60/40 equity-bond split hasn't kept pace with inflation over the last 5 years. Bonds vs. Energy: OECD government bonds no longer serve a purpose as a hedge. The true hedge for equities is now Energy. The China Exception: Surprisingly, Chinese government bonds were the only ones to successfully diversify equity risk during this crisis. 🏗️ Strategic "Must-Haves" Coal is the Short-Term Fix: It’s easier to store and transport than gas. Outperforming stocks include Peabody and Glencore. The Power of Refiners: Even if the war ends tomorrow, "crack spreads" (refining margins) will stay high because the world hasn't built new refineries in years. Safe Jurisdictions: Own producers in countries less likely to slap "windfall taxes" or price controls on them—think Canada, Brazil, and Colombia over the US or Europe. 🤝 The Trump-Xi "Wildcard" The upcoming summit is a major catalyst. Expected "deals" could boost: Solar Panel Exports (US needs the power, China has the panels). Battery Factories (US allowing CATL/BYD to open US plants). Rare Earths (A key US demand).
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