TB

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TB

TB

@Iamnottommyb

❤️Macro. Continually learning. Love data and facts. Want to hear all sides of a topic & then draw own conclusions. Commodities! Independent, Centric, Balance

Florida, USA Katılım Kasım 2024
374 Takip Edilen434 Takipçiler
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unusual_whales
unusual_whales@unusual_whales·
BREAKING: The BBC has found a pattern of spikes in trades on financial markets ahead of public announcements by President Trump, including during the Iran war
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Cenk Uygur
Cenk Uygur@cenkuygur·
Right-wing media has been lying about this for a long time. Fox News wanted to smear Obama and help Israel drive us into war.. Under Obama deal, we gave back money that was originally Iran’s and ended their nuclear weapons program. We lost nothing. That was a great peace deal!
Ro Khanna@RoKhanna

.@BarackObama did his homework. He engaged in statesmanship that left America safer & built a coalition to prevent Iran from having enriched uranium. All Trump did is listen to Netanyahu. That’s his entire foreign policy.

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Spencer Hakimian
Spencer Hakimian@SpencerHakimian·
🚨BREAKING: IRAN SAYS IT DOES NOT KNOW WHO IS CURRENTLY IN CHARGE OF THE UNITED STATES
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New York Post
New York Post@nypost·
Angry Tesla owners sue Elon Musk's automaker for 'misleading' them about self-driving tech trib.al/BvFYzSx
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Furkan Gözükara
Furkan Gözükara@FurkanGozukara·
The White House is completely silent as BBC confirms a consistent pattern of massive financial spikes occurring just minutes before Donald Trump makes market moving announcements. The administration is facing severe allegations of illegally profiteering off inside knowledge.
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The Wall Street Journal
A dispute between Defense Secretary Pete Hegseth and Army Secretary Dan Driscoll is occurring in the midst of unprecedented military commitments around the world. 🔗 on.wsj.com/3Orp1Xf
The Wall Street Journal tweet media
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John Jackson
John Jackson@hissgoescobra·
If I am The Atlantic, I do not file motion to dismiss. I go straight to discovery and wait for summary judgment. Get Kash Patel on the record under oath. A lot of great content there by the way. Set a precedent that you will fight and you will seek to punish.
Roger Sollenberger@SollenbergerRC

The defamation lawsuit Kash Patel filed against The Atlantic contains this almost admirably absurd false claim: "Director Patel has not targeted political or personal adversaries" storage.courtlistener.com/recap/gov.usco…

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TB@Iamnottommyb·
@MacleodFinance The reason is Trump controls everything..all branches of Gov’t, SCOTUS, FBI, DOJ, regulators. And, too many people are afraid of his wrath and the wrath of the cult. Blanket pardons of his entire administration in process because if republicans lose the house, shit gonna hit fan
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GeoInsider
GeoInsider@InsiderGeo·
Looking at Trump's latest post, something's shifting. Tone is completely different from the last 48 hours. No more "no more Mr. Nice Guy," no regime change, no threats on power plants. Instead he's building a comparison with Obama's JCPOA. "My deal will be far better." When a president starts explaining why his deal beats his predecessor's, a deal is usually coming. Notice what's missing. No mention of uranium transfer to the US. No "zero enrichment." No "no money exchanged." All the hard points Iran publicly rejected. He's quietly dropping them without admitting it. Classic Trump pattern, max pressure to get them to the table, then walk back the maximalist positions once they're seated. Same playbook as North Korea 2018, Mexico tariffs, China trade. My read: Trump is already pre-selling the deal that's coming. The fact that he's framing it against JCPOA suggests the final agreement will probably look more like JCPOA than he'll ever admit. Some monitoring, some enrichment limits, probably no physical uranium transfer like he claimed yesterday. Packaged as "the greatest deal in history" for domestic consumption.
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TB@Iamnottommyb·
End Of The American Dream - Life As You Have Known It Will Never Be The Same Again... endoftheamericandream.com
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Leading Report
Leading Report@LeadingReport·
86% of all people support the release of the Epstein files, per WaPo poll.
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Merlijn The Trader
Merlijn The Trader@MerlijnTrader·
INSIGHTS: 🇺🇸 Three liquidity injections. Same week. Fed injected $5,058,000,000 before market open. Treasury released $90,000,000,000 via TGA. Now the largest Treasury debt buyback in history. $15,000,000,000. Governments don't inject this much liquidity for no reason. They inject it when something is breaking. Or when they're preparing for something big. The U.S. Digital Asset Reserve announcement is coming within weeks. Connect the dots.
Merlijn The Trader tweet media
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Aaron Rupar
Aaron Rupar@atrupar·
it's remarkable how crazy this video is, especially in light of what we just learned in that Atlantic article
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Leading Report
Leading Report@LeadingReport·
DOJ is now 122 days overdue in releasing the Epstein files.
Leading Report tweet media
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Shanaka Anslem Perera ⚡
JUST IN: At 8am Eastern today, U.S. Customs and Border Protection opened the CAPE portal to begin refunding up to 175 billion dollars in tariffs the Supreme Court ruled unlawful on February 20. The company that paid the tariffs and the company collecting the refund are often not the same company. Wall Street booked the spread six months before the ruling. In Learning Resources v. Trump, the Court held 6-3 that IEEPA does not authorize the President to impose tariffs. The opinion, written by Chief Justice Roberts, was joined on the core holding by Justices Sotomayor, Kagan, Gorsuch, Barrett and Jackson. The tariffs were struck down on the ground that Article I, Section 8 vests the taxing power exclusively in Congress. The Court invalidated the “reciprocal” Liberation Day tariffs of April 2025 and the fentanyl tariffs on Canada, Mexico and China. Per Penn-Wharton, total IEEPA collections ran 166 to 179 billion dollars across 330,000 importers and 53 million entries. Phase 1 of CAPE covers roughly 127 billion, the 82 percent still unliquidated or within the 80-day window. Per Wired reporting, Senate Finance Committee letters from Wyden and Warren in August, and a House Judiciary investigation opened by Rep. Jamie Raskin on February 27, Cantor Fitzgerald salespeople were offering importers 20 to 30 cents on the dollar for their refund rights as early as July 2025. Cantor is chaired by Brandon Lutnick, son of Commerce Secretary Howard Lutnick, the former CEO of the firm and the self-described architect of the Trump tariff program. An internal Cantor email reviewed by Wired described a completed trade worth roughly 10 million dollars in refund rights. Cantor denies executing any transactions and says its salespeople only explored the trades. The Wyden-Warren letter, the Raskin investigation, and a Markey letter alleging investment banks are “profiteering from the delay” remain open. The arithmetic is in Raskin’s letter: a company that paid 10 million in tariffs and sold at 25 cents received 2.5 million upfront, while the buyer collects roughly 10 million plus statutory interest through CAPE. Three-to-fivefold return on a bet against the sitting President’s signature policy. Seaport Global, Oppenheimer, Stifel, King Street Capital and Fulcrum have built what Seaport’s Wes Harrell called a 40-billion-dollar secondary market. Per NPR and Fortune, prices have moved from 20 to 40 cents pre-ruling to 45 to 70 cents post-ruling. Larger claims trade higher. Claims under 5 million struggle to find buyers. The small importers who sold early at distress prices during the uncertainty get nothing more today. Wall Street collects the face value plus statutory interest from the Treasury. President Trump accepted the ruling as binding and pivoted within hours to Section 122 of the Trade Act of 1974, imposing a 10 percent global tariff on February 24, raised to 15 percent in March. Twenty-four states have sued, arguing the balance-of-payments precondition does not exist. Treasury Secretary Bessent publicly stated the combination of Section 122, Section 232 and Section 301 will produce “virtually unchanged tariff revenue in 2026.” Per Ropes & Gray, Norton Rose Fulbright and K&L Gates, Section 122 faces the same major-questions challenge that killed IEEPA. The Court of International Trade has granted expedited review. The thesis breaks on two conditions. A CIT ruling that Section 122 is lawful would neutralize the workaround narrative, and a DOJ finding that no Cantor refund-rights trades actually settled would reduce the insider frame to allegation. Absent those, the Liberation Day tariffs are the first presidential signature policy in modern U.S. history to be simultaneously struck down by the President’s own Supreme Court appointees and arbitraged by his own Commerce Secretary’s family firm. The refund opens today. The question worth the next four quarters is who actually receives it.
Shanaka Anslem Perera ⚡ tweet media
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Nathan J Robinson
Nathan J Robinson@NathanJRobinson·
when rescue workers show up after an airstrike, Israel kills the rescue workers. then when further rescue workers show up to help the surviving rescue workers, Israel kills them too. this country is so morally depraved that one runs out of words to describe it
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