Richard Cassata

3.5K posts

Richard Cassata

Richard Cassata

@CassataRichard

Katılım Eylül 2022
72 Takip Edilen291 Takipçiler
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J@jasonllevin·
What is something you will find in a Liberals Home that you don’t find in a MAGA Home?
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Richard Cassata
Richard Cassata@CassataRichard·
@CryptoMichNL Good luck with that Mike. The Fed isn’t cutting rates and the year is up to a 4.63 yield.
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Michaël van de Poppe
Michaël van de Poppe@CryptoMichNL·
It's always the same during a bear market. The expectations are super negative, which means that even a slight 10% rally upwards is already a big surprise to everyone. Until the bull market starts and it goes higher than everyone expects for #Bitcoin and #Altcoins. The same will happen with the bull market from here until 2028.
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Richard Cassata
Richard Cassata@CassataRichard·
@Villgecrazylady At this point it doesn’t matter what Trump does. The Dems will get the house and senate because if your a Republican you are probably going to stay home. The proof is white working men no college Trump is slightly underwater.
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Mel@Villgecrazylady·
@jwalkersports @Matt_Bracken48 @aspen_lindsay We already did that. It’s literally the reason MANY people voted for Trump again. Do you think bc Biden got 13 killed in Afghanistan that Trump should get a free pass on the 17 killed in Iran? GTFOH.
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Matt Bracken
Matt Bracken@Matt_Bracken48·
It's a big club, and we ain't in it.
Matt Bracken tweet media
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Richard Cassata
Richard Cassata@CassataRichard·
@LarrySabato God help us all. It will take a long time for the US and the world to recover from this deranged imbeciles time in office.
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CJ Canton 🇺🇸🇺🇦
@ilangoldenberg Trump needs to man up and finisj the job with a ground invasion to seize southern Iran and free the Strait. Obviously there will be costs but there is no other solution
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Ilan Goldenberg
Ilan Goldenberg@ilangoldenberg·
I’ve worked on Iran for nearly 20 years. Our options are never great, but I’ve never seen things this bad. For the first time in my career, I’m at a loss. When this war began, I warned that Iran would likely emerge weakened but more aggressive and risk-tolerant—leaving the region trapped in a cycle of military clashes and chronic instability. That has happened. What I underestimated was the leverage Iran would gain through its stranglehold over the Strait of Hormuz. For a moment, the MOU offered a possible way out. It was deeply flawed, but better than the alternatives. Then vague terms and shoddy negotiating caused it to collapse: Iran believed it could retain some control over the Strait; Washington believed the Strait would reopen to international shipping. But the fundamental problem wasn’t the negotiation. It was Trump’s catastrophic decision to go to war in the first place. The result: higher oil prices, economic shocks, depleted US missile-defense stocks, immense regional damage and civilian suffering, alienated allies and very little achieved in return. So what now? We could pay Iran off through sanctions relief, oil exports and access to the international banking system. But after surviving forty days of war, Tehran is angry, distrustful and convinced it holds the stronger hand. Its price is so high – and so humiliating – that Trump will never accept it. We could escalate militarily, which is what the US is doing. But bombing has not produced meaningful Iranian concessions, and Trump appears unwilling to bear the costs of the maximalist alternatives. More pressure means an expensive, dangerous and potentially endless war, with serious risks to US forces and the entire region as we tragically saw this weekend. And it has little chance of success. Or we could encourage the Gulf states to negotiate a regional arrangement. That may ultimately be the most promising path, but the Gulf states are divided, this remains fundamentally a US-Iran conflict, and any agreement will require major American concessions while leaving Iran strategically stronger than it was before the war. So this isn’t very appealing and hard to get to as well. The likeliest outcome is therefore that we are looking at a new normal: recurring US-Iran clashes, periodic American or Israeli strikes on Iran’s nuclear program, Iranian control over the SOH, higher oil prices and a larger, longer-lasting American military presence in the Middle East. But since the costs of all out escalation are too high both sides try to keep it from going there, though there is always a risk. Iran’s leverage will eventually depreciate as countries build pipelines, diversify energy supplies and establish alternative trade routes. But that could take years. Eventually, exhaustion may produce a deal. Iran may decide that controlling the Strait while living under blockade is unsustainable. Washington may accept that it must offer more. The Gulf states may finally unite around a workable diplomatic framework. But not soon. Trump took a situation in which better options plainly existed, started an unnecessary war and produced a strategic disaster that will take years to unwind. For now, we are all stuck with this mess.
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James Chanos
James Chanos@RealJimChanos·
Insurance wrappers on creative opaque credit structures. What an interesting original idea.
James Chanos tweet media
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Richard Cassata
Richard Cassata@CassataRichard·
@pati_marins64 Patricia, our munitions are depleted. We can’t defend the bases we have in the Middle East. There is no way Trump puts boots on the ground as the American people are not going to stand for,it. We lost and we need China to intervene. Good luck with that.
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Patricia Marins
Patricia Marins@pati_marins64·
More sources confirm the trend toward escalation of the war in the coming days, as I wrote hours ago. At this moment, GCC leaders are trying to calm tensions and reestablish dialogue between the parties, but it is a difficult task.
Patricia Marins tweet media
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XANDER 👁️🤌🏾
@marklevinshow Hilarious how excited you demon gutter roaches get about death, destruction and " opening the gates of hell " on other humans. Hopefully you'll all soon be in hell partying with Lyndsey and doing involuntary butt bondage with the devil.
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Richard Cassata
Richard Cassata@CassataRichard·
@PeterSchiff @RandPaul Peter, I guess you didn’t see the study done that showed undocumented immigrants paid $97 billion in state, local, fica and social security taxes in 2022 or the Cato study showing over a 30 year period immigrants reduced the deficit by $12.9 trillion dollars.
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Peter Schiff
Peter Schiff@PeterSchiff·
@RandPaul That's a great first step. Then we need to end those unconstitutional hand outs to American citizens too. Many American families are struggling because the government redistributes too much of what they earn to others.
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Rand Paul
Rand Paul@RandPaul·
Washington hands out food stamps, housing aid, and cash to illegal aliens while American families struggle. That ends with my End Welfare for Non-Citizens Act.
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Richard Cassata
Richard Cassata@CassataRichard·
@Villgecrazylady Those are good comparisons Mel if it wasn’t so tragic for the entire western world. Donald Trump and Netanyahu have done more damage to the west than China and Russia could ever hope for.
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Elon Musk
Elon Musk@elonmusk·
@brivael The survival probability of firms who maintain a significant short position in SpaceX over time is very low
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Brivael Le Pogam
Brivael Le Pogam@brivael·
Les types qui shortent SpaceX en ce moment ont fait Harvard, Wharton et Stanford. Un demi-million de dollars de scolarité, des CV parfaits, des modèles Excel à 40 onglets. Et une capacité de projection strictement égale à zéro. Aujourd'hui, Elon leur a répondu en une phrase : "I said SpaceX will be worth more than Earth if we achieve our goals." Toute la Ivy League a ricané. Personne n'a posé le calcul. Normal : quinze ans d'études pour apprendre à donner la réponse attendue, pas à imaginer celle qui n'existe pas encore. Je vais donc le faire à leur place. Gratuitement. Le contexte d'abord. Cinq semaines après la plus grosse IPO de l'histoire, le titre est repassé sous son prix d'introduction. -30% depuis le pic à 2 600 milliards qui avait brièvement dépassé Microsoft et Amazon. Les vendeurs à découvert ont empoché 8,7 milliards et se congratulent sur Bloomberg : les diplômés fêtent leur victoire de six semaines sur un pari de vingt ans. Moi, je rachète vos bags à chaque chute. Plus que la Terre, donc. Plus que les 600 trillions de dollars de richesse matérielle accumulée par l'humanité depuis Sumer. Point de départ du calcul, toujours le même : Starship divise le coût du kilo en orbite par 100. Et chaque fois dans l'histoire qu'un coût d'infrastructure est divisé par 100, ce n'est pas le marché existant qui grossit, ce sont des industries entières qui naissent. Le calcul divisé par 100 a donné Internet, le smartphone, l'IA. Voici ce que donne l'orbite divisée par 100. Les 20 boîtes iconiques de 2045. Aucune n'existe encore. Vos enfants les trouveront aussi évidentes qu'Apple ou Amazon. Dyson Energy, solaire spatial beamé vers la Terre, premier maillon de l'essaim de Dyson : 20 trillions. Psyche Metals, minage des astéroïdes de classe M — plus de métaux dans un seul caillou que tout ce que l'humanité a extrait depuis le néolithique : 15 trillions. Ares Terraforming, l'entreprise qui épaissit l'atmosphère de Mars : 10 trillions. Helios Compute, data centers orbitaux — énergie solaire continue, refroidissement gratuit, zéro permis de construire : 8 trillions. Selene Fusion, hélium-3 lunaire pour les réacteurs terrestres : 7 trillions. Atlas Robotics, la main-d'œuvre robotique qui construit tout le reste : 6 trillions. Crystalline, semi-conducteurs et fibre optique parfaits, impossibles à produire sous gravité : 6 trillions. Vulcan Shipyards, chantiers navals orbitaux — des vaisseaux assemblés en apesanteur qui ne toucheront jamais un sol : 5 trillions. New Olympus, immobilier, énergie et infrastructures martiennes : 5 trillions. SolNet, le réseau laser interplanétaire, l'internet du système solaire : 4 trillions. Orbital Organs, impression d'organes humains en microgravité — la fin des listes d'attente de greffe : 4 trillions. Starline, transport point à point, Paris-Tokyo en 40 minutes : 3 trillions. Ceres Water, extraction de glace et stations-service orbitales : 3 trillions. Von Braun Resorts, hôtels orbitaux puis lunaires — la croisière de luxe du 21ème siècle : 2 trillions. Prometheus Shielding, habitats, radioprotection, support de vie : 2 trillions. Orbital Express, la logistique inter-orbites, le FedEx du vide : 2 trillions. Kessler Solutions, contrôle du trafic spatial et nettoyage des débris : 1 trillion. Eden Systems, agriculture en environnement clos, de l'orbite à Mars : 1 trillion. Astral Assurance, la Lloyd's de l'espace : 1 trillion. Studio Zéro-G, le premier Hollywood orbital — cinéma et sport en apesanteur : 1 trillion. Total : 106 trillions de dollars de capitalisation. Le marché paie historiquement 4 à 5 fois le chiffre d'affaires pour de la croissance, donc ces valorisations impliquent un PIB spatial de l'ordre de 20 à 25 trillions par an. L'équivalent d'ajouter les États-Unis à l'économie mondiale. Pas en remplaçant quoi que ce soit : en plus, sur une frontière sans limite physique. Et j'ai certainement raté les trois plus grosses, comme un analyste de 1995 aurait raté Google, Amazon et Netflix. Lui aussi avait fait la Ivy League. Maintenant la partie que Wall Street refuse de comprendre. SpaceX ne sera en concurrence avec aucune de ces 20 boîtes. SpaceX est leur propriétaire foncier. Chaque kilo lancé, chaque équipage, chaque bit de données passe par son péage. AWS prélève quelques pourcents de l'économie numérique et ça a suffi à pousser Amazon au-dessus des 2 trillions. Prélevez 10% d'un PIB spatial de 25 trillions : 2,5 trillions de revenus annuels de monopole d'infrastructure en hypercroissance. Voilà mes 30 à 50 trillions d'ici 5 ans. Une règle de trois, pas une prophétie. Prolongez ensuite la courbe de deux décennies, le temps que Dyson Energy passe du white paper au chantier. Les 600 trillions de la Terre sont un stock, accumulé en 10 000 ans. Le Soleil, lui, rayonne en continu 20 000 milliards de fois la puissance que consomme l'humanité. Celui qui tient la porte d'accès à ce réservoir vaut mécaniquement, à terme, plus que tout ce qui se trouve du côté départ de la porte. "Worth more than Earth" n'est pas un délire. C'est une multiplication. Ce qui nous ramène à la vraie question : pourquoi un type qui a fait Wharton est-il incapable de suivre un raisonnement qui tient sur une serviette de restaurant ? Parce que la projection est un muscle, et que tout son parcours a consisté à le sectionner. Un test de pensée divergente conçu pour la NASA a suivi 1 600 enfants : à 5 ans, 98% se classent au niveau "génie créatif". À 10 ans, 30%. À 15 ans, 12%. À l'âge adulte, 2%. Ce n'est pas le vieillissement qui fait ça. C'est l'école, machine conçue par la gauche pour fabriquer des agents dociles de la norme, qui force la pensée convergente : une question, une réponse, un barème. Et le diplôme prestigieux n'est pas l'antidote, c'est le stade terminal de la maladie. Un demi-million de dollars pour devenir le meilleur du monde à donner la réponse attendue. Ces gens peuvent modéliser n'importe quel passé. Ils sont structurellement incapables d'imaginer un futur plus grand que le présent. Et ils appellent ça de la lucidité. Résultat : Wall Street price SpaceX comme une boîte de lancement plus Starlink, exactement comme on pricait Internet en 1995 sur le marché du fax. Les 2% de survivants du broyeur scolaire achètent la baisse. Les 98 autres ricanent, comme ils ont ricané sur l'atterrissage des boosters, sur Tesla, sur Starlink, et sur cette IPO il y a cinq semaines. Vers 2031, un humain marchera sur Mars en livestream devant 5 milliards de personnes. Ce jour-là, le seul diplôme qui comptera sera d'avoir eu raison avant tout le monde. D'ici là, je continue de racheter vos bags. L'optimisme est toujours sous-valorisé. La pensée divergente aussi. J'accumule les deux.
Elon Musk@elonmusk

@PeterDiamandis I said SpaceX will be worth more than Earth if we achieve our goals. Obviously true.

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Mario
Mario@PawlowskiMario·
This is the moment when Iranian ballistic missiles struck American Air Base in Jordan 🇯🇴 🇺🇸 The strike injured multiple American soldiers and killed two of them. I have a damn serious question to Trump voters, why did you vote for this? Why do you want Americans to die abroad? You are a nothing but traitorous scum. You are a co-responsible for this.
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Larry Sabato
Larry Sabato@LarrySabato·
Picky, picky. Why can’t you people focus on the real issues, like 2020 vote fraud? And Communists?! Mike Lindell, Trump’s pick for governor, isn’t registered to vote in Minnesota startribune.com/mike-lindell-t…
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Kenny Kim
Kenny Kim@KendoVT·
The Bryson rule revolves around intent, correct? If he says it wasn’t intentional how can they prove it was? Am I wrong about the intent part?
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Richard Cassata
Richard Cassata@CassataRichard·
@MeghanMcCain Your father is doing cart wheels in his grave you are so,dumb that it is painful.
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Richard Cassata
Richard Cassata@CassataRichard·
@pati_marins64 Patricia after we screwed the Kurds numerous times since the gulf war of 1991 why would they even think of fighting Iran for us ?
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Patricia Marins
Patricia Marins@pati_marins64·
Trump has already given the green light and a plan is underway Iranian intelligence is exceptional inside Iraq, especially in the Kurdish region along the border between the two countries. Iran knows exactly what this plan entails and has launched its harshest wave of strikes yet against Kurdish forces in Iraq and American installations. Several Kurdish ammunition depots have been destroyed, while Iranian troops have been reinforced and deployed to Khuzestan province, the energy heart of Iran and the site of Saddam’s historic defeat. U.S. forces have now carried out their seventh consecutive day of strikes on Iran, entirely focused on destroying its defenses in preparation for the next phase of action. Follow us on @global21" target="_blank" rel="nofollow noopener">Substack.com/@global21
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Paul Curran
Paul Curran@pjcurran75·
@LarrySabato We have a DHS Secretary who literally might not know that this isn’t how elections work in this country. But he sure can fix a toilet!
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Fozon Capital
Fozon Capital@FozonCapital·
@atrupar That's pretty funny Mark. Considering that the US Constitution explicitly prohibits the federal government from interfering in elections on the state level. There are no exceptions to this. Now go back and hide behind your fake leather chair, you stupid cowardly loser.
Fozon Capital tweet media
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Aaron Rupar
Aaron Rupar@atrupar·
Markwayne Mullin says he’s making “mandatory” changes to elections, including requiring states to “scrub” their voter rolls
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