DEF seeker

THIS is the guy that has: - 928 goals - 1682pts - 3864 hits - most 30, 40, AND 50-goal seasons all time - 1 stanley cup - 1 conn smythe - 1 art ross - 3 mvps - 9 scoring titles - 13x all star - most PPG’s, GWG’s, OT goals, shots on net in history Peak male performance. #ALLCAPS

@KeithMcCullough Thanks for the coaching, amigo (subscriber).

In today's Early Look: "Long Energy & Pump Puts" While the Tourist crowd was busy chasing $SPY and $QQQ to lower-highs yesterday, the fractal was telling a different story. That's why I opted to buy Oil/Energy and introduce what I'm calling Pump Puts

Nate was different

A movie scene that inspired generations to take up parkour.

Al Gore just said “none of the predictions from the past 20 years have been wrong from climate scientists.” This inspired me to go back and watch the classic An Inconvenient Truth. Upon rewatch it was worse than I remember!

What every woman deserves😂

Kid just SMOKED a CNN reporter outside of Artemis II launch: CNN: "Why do you want to be here?... Why do you love being a part of history? Kid: "We're going back to the f*cking moon, that's why!" 🤣

When dinner is usually served at 4:30 PM and it’s 4:32 and your bowl is still empty

@shanaka86 Did he say no way the planet has an expectancy of 500 years?

Warren Buffett sat on CNBC on March 31 and did what he always does before markets break. He said nothing about a crash. He let the numbers speak. $373.3 billion in cash, the largest reserve any corporation has ever held. Thirteen consecutive quarters of net stock selling, the longest streak in Berkshire Hathaway’s history. $187 billion in net sales. And the Buffett Indicator, total US market capitalisation divided by GDP, at roughly 220 percent, exceeding the dot-com peak and any prior reading in the history of the ratio he popularised. In July 1999 at Sun Valley, Buffett told a conference of the world’s wealthiest investors that when the Indicator approaches 200 percent, “you are playing with fire.” The NASDAQ fell 78 percent over the following two years. He did not predict the crash. He described the temperature. The building burned anyway. The Indicator now exceeds 220 percent. And the fire this time is fed by one molecule: methane. The gas that generates 40 percent of US electricity, heats 47 percent of American homes, and feeds half the world through Haber-Bosch. The Hormuz crisis spiked TTF gas 75 percent and Brent crude to $107. Every S&P 500 company whose earnings depend on energy or supply chains is absorbing a war premium the Indicator has not yet priced. The 220 reading was calculated on pre-war earnings. Post-war earnings will be lower. The denominator shrinks. The ratio climbs. Buffett does not predict crashes. He has said it for six decades. “Short-term forecasts are poison.” But he positions for them with discipline no other investor has matched. He bought during the 2008 panic with “Buy American. I Am.” He warned about derivatives as “financial weapons of mass destruction” in 2002, six years before they detonated the global financial system. And on March 31, he flagged Iran’s nuclear programme as a risk to markets, the first time the Oracle of Omaha has connected a Middle Eastern war to his valuation framework in a public interview. The fire extinguisher is $373.3 billion in Treasury bills and cash equivalents. And the building is an S&P 500 where NVIDIA constitutes roughly seven percent of the index, where Oracle’s credit default swaps just exceeded 198 basis points surpassing the 2008 financial crisis peak, where OpenAI closed $122 billion at an $852 billion valuation on the same day the IRGC declared 18 American companies legitimate military targets. The AI trade that lifted the market to 220 percent on the Indicator runs on methane from a chokepoint that is 90 to 97 percent closed, helium from a Qatar facility that will take five years to rebuild, and rare earth minerals processed by the country hosting the peace negotiations. Buffett sees what the market always prices last: the gap between the story and the molecule. The story says AI will change everything. The molecule says the gas that trains the model costs 75 percent more than it did five weeks ago. The story trades at 220 percent of GDP. The molecule trades at $107 per barrel. One of them is wrong. Buffett has $373.3 billion that says he knows which one. The Oracle of Omaha and the Oracle of Hormuz have reached the same conclusion through different instruments. The fire is real. The exits are known. And the man with the extinguisher is not buying. open.substack.com/pub/shanakaans…

I don’t want to overrate William Shatner’s performance of Rocket Man, but it may be the greatest thing that has ever fucking happened.

SHESTY 😤

Interviewer got shut down without any words 😂

“Is it a little bit homophobic to focus on the straights of Hormuz rather than the gays of Hormuz?” No Kings protester, completely serious: “Yes, absolutely, I agree.”

"My turn."