HML_Compounder

@gordyrp @3stddev @danielthemate I’m sure you’ll stop complaining when they stop.

@3stddev @HML_Compounder @danielthemate But keep sucking on that milky teat just in case eh?

Israel has existed for 80 years. It's weird that we still consider modern Zionism as the original definition of the “right to self determination in our homeland”. It already exists. Ben Shapiro put it well. Modern Zionism is the belief that Israel should not be exterminated. This definition is not only more accurate for this day and age, but it also shows clearly how antizionism is inherently a hate movement.

@StanphylCap The prior suggestion was Russia. Is this such a bad outcome? Can we not readily track it and ensure it stays out of Iran’s hands?

But only to China. No, I am not joking.

@Imposter_Edits @JezziiB Property tax is a form of socialism.

@JezziiB Even when it's paid for, and there are no mortgages, when you miss your property taxes, you lose "your" home.

"in communism, you don't own your house!" Babes, that's capitalism, what do you think mortgages are?

@Wallahi_ibnsane @MatNuclear You haven’t read the history yet it seems. Come back to us when you have.

@MatNuclear So you are pro white supremacy and European settler colonialism. Good to know.

For me, it was the first exact opposite. The more you learn, the more pro-Israel you become.

@NinjaWithBoobs1 @CBlack6664 @AdinHaykin1 Yes context matters. Not only did he spell it with two p’s but he mentions free-styling.

@CBlack6664 @AdinHaykin1 you get the context wrong duhe doesn`t talk about music. so stop that shit.

When I was in the IDF we rapped. So of course I did it too. It is just the normal thing, I don't think I did anything wrong. The freestyles I enjoyed, I think it was maybe 14.

@gordyrp @3stddev @danielthemate Yeah they really did poorly back in the days of the US arms embargo.

@3stddev @danielthemate Your state wouldn’t last a day without the billions the US pumps into it. It’s on borrowed time

@BullandBaird I suppose if you used policy to make investment less attractive the top of the k would consume more and stimulate growth for those in the lower k? Up to a point… it’s a dangerous balance.

May I also point out that simple compound interest keeps this gap growing. We can’t just stop the formula for future value ?

Can I ask a question, because all I see on this platform is K shaped commentary. What does the United States economy and stock market look like for this K shape to change? Does it require an economic calamity to bring the top of the K down? Govt Policy to bring the K up?

@Mr_Andrew_Fox @EylonALevy It’s easy to say that outcome is bad and we should thus not go there, but if you look to the future, wouldn’t the world economy be hurt even more with a nuclear armed Iran?

@EylonALevy To a degree. What’s Plan B? Start bombing again and watch the world economy burn whilst Iran lobs drones at the Gulf?

In other words, the criticism across the spectrum over the Iran deal leaks means he’s “doing a Bibi” and for political reasons trying to torpedo the peace deal he’s almost agreed to. His greatest skill is misrepresenting complex foreign affairs for those with a reading age of 6.

@DanielSingerS @CRUDEOIL231 Scary take but it makes some sense.

@CRUDEOIL231 I think there actually is substance to the deal and that's why he has to put out garbage like this to distract from total capitulation to Iran.

This completely seals the deal for me. It’s dead on arrival. Nobody who actually understands the Middle East would even mention the Abraham Accords with a straight face right now. Of course the monarchs and royals want to avoid a massive regional conflict. But their absolute worst nightmare is a second Arab Spring knocking on their palace doors. Look at where the Arab street stands today. If the royal houses try to pivot back to the Abraham Accords and openly cozy up to Israel, they are looking at absolute chaos at home. There is zero structural substance to this deal. If the plumbing was actually working behind the scenes, they wouldn’t need to blast the tape with this garbage. #oott #iran

@Tanner_HL @RuleByPowerLaw @DadInvest Ah I see. Ya MN has other traditional factors like momo/bab and their proprietary stuff for sure.

@HML_Compounder @RuleByPowerLaw @DadInvest Yeah, i guess i'm saying I feel like MN and Value aren't the same, but maybe kissing cousins. Trend seems like a different animal.

QLEIX having a negative YTD return makes me love the fund even more.

@Joelmpetlin @Genxredstate Fascinating there’s no backend workaround, take the order but it sits in a queue until Sabbath ends. Or just don’t take $ until it ships like most places anyway.

@Genxredstate The owner of B&H can't accept money on the Jewish Sabbath, that's why you can still browse the website and fill your cart, but the transaction can't be completed until after dark on Saturday night.

If you respect Chick-Fil-A for not selling chicken on Sunday due to their religious beliefs, then you should show the same respect for the Hasidic owner of B&H Photo for not selling camera equipment on the Jewish Sabbath and holidays.

@Tanner_HL @RuleByPowerLaw @DadInvest 50% QMNIX is going to be a lot more overall factor exposure than AVGV. I think trend is the best pure equity diversifier, how much value vs trend would come down to convictions.

@RuleByPowerLaw @HML_Compounder @DadInvest Agree. Think I'm indifferent at about a 50% overlay (AVGV = VT + 50% QMNIX). Larger than 50%, I'd prefer the AQR overlay and less than 50% I'd take the Avantis fund. Do we think it's fair to say the more value you're holding (relative to cap-weighted), the more trend is the...

@Bingobongocap @SowingAlphaSeed @orrdavid @AlexMoonvest @fundstrat @Hedgeye @opptrader1 @CarterBWorth @FundsmithLLP @Ritholtz @profplum99 I know I am just trash talking since he blew it up.

@HML_Compounder @SowingAlphaSeed @orrdavid @AlexMoonvest @fundstrat @Hedgeye @opptrader1 @CarterBWorth @FundsmithLLP @Ritholtz @profplum99 Fig got closed like a year ago

Compiling a list of "personality" ETFs (maybe not the right name): $ORR - @orrdavid $MVNT - @AlexMoonvest $GRNY - @fundstrat $HEFT - @Hedgeye $WZRD - @opptrader1 $WRTH - @CarterBWorth $ETFT - @FundsmithLLP $GTND - @Ritholtz Any others?

@SowingAlphaSeed I think that fund was specifically actively managed by him once he came on. I was mostly just talking smack though cause he blew it up.

@HML_Compounder I left out people like him and BobEUnlimited because they have a whole suite. Though fundstrat kind of does now too.

@OneFlewOver_USA @SinisterSilver2 @mdubowitz The 1st A stands for American. It is an American organization, spending funding raised from Americans. You're an idiot.

@HML_Compounder @SinisterSilver2 @mdubowitz No. AIPAC did.

The Trump administration’s focus on “highly enriched uranium” is incorrect. Uranium enrichment is not linear: 3.67% enriched uranium gets you 70% of the way to weapons-grade. 20% gets you about 90% there. 60% gets you about 96% there. Iran has substantial quantities of enriched material at all these levels. Any deal that leaves Iran with any enriched uranium is a bad deal. Iran can easily enrich its remaining material to weapons-grade. Any deal that leaves its nuclear facilities intact is a bad deal. Iran can easily use these facilities for further enrichment and weaponization. If these are the contours of a new Iran deal, it may end up even worse than the JCPOA. Let’s hope that’s not where this is heading after everything that has been accomplished in the past year.

@OneFlewOver_USA @SinisterSilver2 @mdubowitz You did the meme. You proved it.

@SinisterSilver2 @mdubowitz They should stop bragging about it: x.com/AIPAC/status/2…

@OptioNerd1 @thenewarea51 @theATCapp Not really relevant here, it is just a simple difference in cabin pressure vs. ambient pressure.

@thenewarea51 @theATCapp Hard to defeat the Venturi effect

United Airlines passenger tries to open door at 36,000 feet and assault a fellow passenger this evening. UA1551 (Boeing 737 Max) from Newark to Guatemala, diverted to Washington Dulles because of the unruly passenger. Audio via @theATCapp

@twocentvoice @KellieMeyerNews You don't say!

@KellieMeyerNews You should not rule out possibility that they are using Iran war only as an excuse, to not send arms to Taiwan and keep China happy.

Today Acting Navy Secretary Hung Cao said the U.S. is pausing arms sales to Taiwan because of the war with Iran. “Right now we're doing a pause in order to make sure we have the munitions we need for Epic Fury,” Cao told Sen. Mitch McConnell. Sec. Hegseth has said "we have plenty" when asked about munitions concerns. Last week, President Trump said the $14 billion package of US arms to Taiwan that awaits his approval is a "very good negotiating chip" with China.

@ShockedNick @DrewPavlou One of these days they should let a boat through. Reminds me of the activists that tried to get into Gaza from the Egyptian side and were beyond perplexed at how they were treated at the border.

@DrewPavlou Agree about the dumb. But she was never trying to reach Gaza. Her destination was always the spotlight.

Unbelievably dumb article. She keeps trying to reach Hamas controlled territory and each time she gets turned back and deported from Israel. Unhinged