Muhammad Ikram

7.2K posts

Muhammad Ikram

Muhammad Ikram

@MIkram_1

TV Host at Voice Of America, MS Finance, Georgetown University, Investor, Option Trader. RTs arn’t endorsements.

Washington, DC Katılım Şubat 2013
650 Takip Edilen859 Takipçiler
Muhammad Ikram retweetledi
Ricardo
Ricardo@Ric_RTP·
Trump just got exposed for running the biggest insider trading operation in American history. Nancy Pelosi traded $5 million in stocks and Congress lost its mind. Trump literally executed $750 MILLION worth of stock trades in ONE quarter while being President. His ethics filing just dropped and the numbers are genuinely unprecedented in history: Between January and March 2026, Donald Trump personally executed 3,700 individual stock transactions worth between $220 million and $750 million. That's roughly 60 trades PER DAY. While signing executive orders, meeting foreign leaders, and making policy decisions that directly impact the companies he's buying and selling. Now here's where it gets really insane: On February 10, Trump bought between $1 million and $5 million worth of Dell stock. Three months later, on May 8, he stood at a Mother's Day event at the White House, thanked Michael Dell by name, and told Americans to "go out and buy a Dell." Dell stock surged 14.6% that day to an all-time high of $263.99. Since Trump's February purchase, Dell is up 96%. And 5 months BEFORE Trump bought Dell stock, Michael and Susan Dell donated $6.25 billion to Trump Accounts, one of the largest philanthropic commitments to a sitting president's signature program in modern history. So the timeline goes: Dell donates $6.25 billion to Trump's program -> Trump buys Dell stock ->Trump tells America to buy Dell from the White House podium -> Stock hits all-time high And that's just ONE stock... The same filing shows Trump bought Nvidia stock on February 10. One week later, Nvidia announced a massive chip deal with Meta. He bought more Nvidia stock one week BEFORE his own Commerce Department approved the sale of Nvidia chips to Saudi Arabia. He bought Intel stock starting in March 2026. The US government already owned a 9.9% stake in Intel worth over $41 billion. On April 30, Trump posted on Truth Social praising Intel, writing that "Intel Stock continues to rise." Intel jumped 3% in after-hours and is now up 140% year-to-date. He bought Palantir stock while his administration was actively handing them billion-dollar government contracts for immigration enforcement and defense. He bought Robinhood stock while his own Trump Accounts program uses Robinhood as the broker. He's currently sitting on over 100% profit on AMD, Intel, Bloom Energy, Marvell Technology, and at least 10 other positions. Every single president since Lyndon B. Johnson has used a blind trust to avoid exactly this situation. But Trump didn't. His assets sit in a trust controlled by his own children, and the filings show a broker acted as agent on several trades. The White House says the portfolio is "independently managed." But here's what independently managed looks like: Buy Dell stock. Three months later, publicly endorse Dell from the White House. Stock hits all-time high. Buy Nvidia stock. One week later, your own government approves their chip sales. Stock rips. Buy Intel stock. Post about Intel on Truth Social. Stock jumps. The government you run already owns a 10% stake. Buy Palantir. Hand them contracts. Buy Robinhood. Route a federal program through their platform. Nancy Pelosi got absolutely destroyed for her husband's stock trades. Her husband's total disclosed trades in his most controversial year were worth roughly $5 million. Trump just disclosed up to $750 MILLION in a single quarter. While making the actual policy decisions that move these stocks. This isn't a left or right issue. We're talking about the President of the United States averaging 60 stock trades per day in companies his own administration regulates, contracts with, and publicly endorses. What do you think?
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Nassim Nicholas Taleb
Nassim Nicholas Taleb@nntaleb·
Liars. They were civilians, children, old women, young women, people attending a funeral, people having lunch. It was a killing rampage by bloodthirsty lunatics. Liars.
Nassim Nicholas Taleb tweet media
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Glenn Greenwald
Glenn Greenwald@ggreenwald·
The way Israelis keep talking as if Iran just randomly decided to victimize them with missiles -- due to anti-Semitism -- is almost impressive in its sociopathic delusion. Israelis really believe they have the divine right to bomb and exterminate anyone with no retaliation.
Arsen Ostrovsky@Ostrov_A

🚨 As you’re going about your day, hundreds of thousand of Israelis are racing to bomb shelter, after Iran just fired another barrage of missiles, including in Tel Aviv.

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Nassim Nicholas Taleb
Nassim Nicholas Taleb@nntaleb·
Israelis can't fight; they can just bomb from the air (or terrorize Palestinian children). So, predictably you have adaptations to aggression, a mechanism similar to antibiotic resistance. And they can't go too far against fighters wearing their funeral shrouds.
Ibrahim Majed@IbrahimMajed

𝗜𝗦𝗥𝗔𝗘𝗟 𝗦𝗖𝗔𝗟𝗘𝗦 𝗕𝗔𝗖𝗞 𝗪𝗔𝗥 𝗔𝗜𝗠𝗦: 𝗙𝗥𝗢𝗠 𝗧𝗛𝗘 𝗟𝗜𝗧𝗔𝗡𝗜 𝗧𝗢 𝟯𝗞𝗠, 𝗔𝗡𝗗 𝗡𝗢 𝗟𝗢𝗡𝗚𝗘𝗥 𝗦𝗘𝗘𝗞𝗜𝗡𝗚 𝗛𝗘𝗭𝗕𝗢𝗟𝗟𝗔𝗛’𝗦 𝗗𝗜𝗦𝗔𝗥𝗠𝗔𝗠𝗘𝗡𝗧 Israeli Army Radio reports that the military will present a plan this week to the political leadership aimed at the complete destruction of villages along the southern Lebanese border, and the establishment of a “security zone” cleared of civilians, with no return allowed for Lebanese residents of frontline towns. According to Israeli military officials, the entire area within 3–4 kilometers of the border is to be transformed into a buffer zone, reinforced by forward military positions. At the same time, the Israeli army now states that disarming Hezbollah is not among the objectives of the war. For over a year, Israeli leadership insisted Hezbollah had been crippled or effectively neutralized. Today, the goal of disarmament is no longer even pursued. The contradiction is unavoidable: if that objective has been dropped, it is because it was never achievable in the first place. What was once framed as an advance toward the Litani River has now been reduced to a narrow strip of 3–4 kilometers. If this trajectory continues, these goals will keep shrinking, until the reality becomes undeniable: holding ground inside Lebanon is not sustainable, and imposing outcomes by force has clear limits. Regardless of these plans, the reality on the ground will not follow that script. The people of the south will return to their villages. Regardless of these plans, the reality on the ground will not follow that script. The people of the south will return to their villages. A depopulated buffer zone is not something that can be imposed or sustained, it is something they will never be able to achieve.

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Money Ape
Money Ape@TheMoneyApe·
IRAN SHOCKING OFFER 💥 IRAN: ANY EUROPEAN, ASIAN, OR ARAB COUNTRY CAN REQUEST TRANSIT THROUGH THE STRAIT OF HORMUZ. IRAN TURNING HORMUZ INTO A CONTROLLED GATEWAY & A BIG OPPORTUNITY. TRUMP CREATED A GLOBAL ENERGY CRISIS OUT OF NOTHING. IRAN MAY ACCEPT YUAN IF… Show more
Money Ape@TheMoneyApe

🚨 TRUMP EXPOSED BY U.S. SENATOR 🚨 TRUMP: “WE NEED $2 BILLION A DAY TO REOPEN HORMUZ.” SENATOR FIRES BACK: “IT WAS ALREADY OPEN BEFORE THE WAR.” “YOU CREATED A GLOBAL CRISIS OUT OF NOTHING.” TRUMP FAILED IN THIS… Show more

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Anthony Scaramucci
Anthony Scaramucci@Scaramucci·
Let me walk you through what happened one hour before Trump announced the five day moratorium on Iran strikes. $1.5 billion in notional S&P E-mini futures contracts. Four to six times normal activity. One hour before the announcement. Simultaneously, $192 million in crude oil futures purchased at the same time. They made between $300 and $400 million dollars off those trades. Trump claimed he spoke to an Iranian official to negotiate the moratorium. The Iranians said that person doesn't exist and the conversation never happened. This is not the first time. It has happened multiple times. He says something. The trade goes on. He says another thing. The market moves. But whatever you call it — they are laughing at you and they are laughing at me while they do it. Hunter Biden sold a painting and Washington lost its mind. These people are making hundreds upon hundreds of millions of dollars trading on information that only exists inside the most powerful office in the world. I think we are dramatically underreporting how much money is actually being made here. This isn't politics anymore. This is a financial operation running out of the White House.
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
Below is an example of a new and ongoing economic risk to the US economy from the US-Israeli War on Iran — What begins as a "cost of living" problem (Energy Price Shock), if sustained, risks evolving into a "fewer buyers" problem (Demand Shock), possibly leading to lower growth and higher unemployment. #economy #markets #middleeastwar @nytimes
Mohamed A. El-Erian tweet media
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Jackson Hinkle 🇺🇸
Jackson Hinkle 🇺🇸@jacksonhinkle·
🚨🇺🇸🇮🇷 BREAKING: Former CIA officer Josephine Gillio said"In Iran, 165 innocent little girls were killed by American Tomahawk missiles fired from destroyers." "I can say this as a former officer, 'We Are The Terrorists'."
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
"Most people don't understand as yet the magnitude of this shock." Of all the issues discussed during this weekend’s many conference calls on the economic and financial consequences of the Middle East conflict, this one sentence stood out the most. It’s a sobering reminder that we may only be seeing the tip of the iceberg regarding the shock to the economic and financial systems. #economy #markets #middleeastwar
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unusual_whales
unusual_whales@unusual_whales·
Murray: Is it true that people making under $184k pay a 12.4% Social Security tax rate? Dahl: Yes Murray: And the rate for someone making $1 million? Dahl: 2.2% Murray: So, a 12.4% tax for people making less than $184k, but 2.2% for a millionaire or .0002% for billionaires.
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Nassim Nicholas Taleb
Nassim Nicholas Taleb@nntaleb·
Israelis have proved to be smart at technology & horrible at grasping the consequences of their own actions: They helped create Hezbollah by occupying S. Lebanon They helped create Hamas to counter the 2-state solution I let you assess the mistake they just made
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Husain Haqqani
Husain Haqqani@husainhaqqani·
میں یاد دلاتا ہوں، شکایت نہیں کرتا
Husain Haqqani tweet media
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Mohamed A. El-Erian
Mohamed A. El-Erian@elerianm·
China’s trade numbers are in for 2025. The country’s trade surplus hit an eye-popping record of $1.2 trillion, as the fall in exports to the U.S. was more than offset by higher shipments to other countries (please see FT charts below)—some of which will push back harder this year. #wconomy #markets #trade #China
Mohamed A. El-Erian tweet mediaMohamed A. El-Erian tweet media
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Ounka
Ounka@OunkaOnX·
304 Billion Barrels: The Real Reason Venezuela Matters to the US Sky News fully exposes Trump’s obsession with a war in Venezuela.
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Dan Niles
Dan Niles@DanielTNiles·
Prudent Irrational Exuberance I remain positioned for the S&P to slowly melt up between now and at least Thanksgiving with three Fed rate cuts likely by year-end. I expect the Fed Funds Rate to go from a range of 4.25-4.50% to 3.50-3.75% by year-end. This is where the two year treasury yields are which is a good guide post to where the FFR will ultimately go. Rate cuts are supported by the following: 1) Initial jobless claims were the highest in almost 4 yrs 2) Jobs were lost (13K) in Jun-2025 for 1st time since Dec-2020 3) 911K cut to payroll estimates for Last 12M ending Mar-2025 4) Fed believes tariff driven inflation is transitory In 2021 when the Fed thought a rise in CPI from 1.4% to 7.0% was also transitory and kept rates at 0%, the S&P surged 27%. I would not count out another surge in “irrational exuberance” based on rate cuts resuming. The S&P had a 30x trailing PE back at the peak in 2000 and 31x trailing PE in 2021 (though on depressed Covid earnings) versus 25x on CY25 EPS today. But as Thanksgiving approaches, I worry that holiday demand will disappoint because of the demand pull-in during the first half of the year and higher prices due to tariffs. As a reminder, imports were up 38% y/y in Q1 within US GDP but a substantial portion of this was worked off in Q2 with imports down 30% y/y while Q2 earnings results remained strong. I am hopeful that more of the demand pull-in can be burned off in Q3 like it was in Q2 and a consumer feeling flush keeps spending through the Q4 holidays. For many retailers, especially in electronics, up to ~35% of annual demand is in the month of November and December. ~15% of that demand is just in the 5 days between Thanksgiving and Cyber Monday. November, December and January are historically the best 3 consecutive months of the year for the stock market. With regards to the Magnificent 7, my favorite name today is $GOOGL given 1) the recent favorable anti-trust remedies 2) their dominant position in consumer facing AI, and 3) valuation that is compelling at just a market multiple. For Google, they did not have to sell their ad business or stop paying to be the default search engine on iPhones when the anti-trust remedies came out. In addition last Friday, Gemini became the top free app on the Apple App Store surpassing OpenAI's ChatGPT. Google has the edge in developing an AI that can produce high quality images (Nano Banana app) or video content (8-second videos with Veo 3) because with YouTube, Google has access to the largest amount of free user generated video content in the world to train on. Google's valuation is also compelling at a 25x PE for CY25 which is the lowest of the Magnificent 7. The PE is also just in-line with the S&P multiple of 25x with its closest comparable of $META at 27x and many AI related megacap stocks above 30x including $AMZN $MSFT $NVDA and $ORCL. Best Risk Adjusted Idea today: Own the S&P500 as a whole and count on rate cuts driving the overall market higher. I believe there is a lot of individual stock risk given high market valuations but that easy money driven optimism will continue to drive the overall market higher. The Fed should cut rates for the first time since December of 2024 on Wednesday September 17th with 3 cuts before year-end. Rate cuts should disproportionately benefit smaller market cap stocks and more cyclically oriented stocks that benefit from lower rates. Money market funds are at all time record highs at $7.3 trillion and up 16% y/y. There is still a lot of money on the sidelines that could come into the market. I believe that being positioned more broadly than in just the Magnificent 7 is the best way to be positioned and have “prudent irrational exuberance.”
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Tucker Carlson
Tucker Carlson@TuckerCarlson·
Rep. Thomas Massie doesn’t care what you think of him, which is pretty great. (3:19) Where Does US Debt End? (10:32) Why Massie Voted 15 Times Against Funding Israel (14:53) AIPAC (34:04) Mitch McConnell (42:25) Area 51 (50:32) Massie's Relationship with Trump (57:09) Kill Switches in Cars (1:05:58) Mike Johnson and the Deep State (1:14:34) How Massie Got Into Politics (1:18:29) Living off the Grid
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unusual_whales
unusual_whales@unusual_whales·
In the San Francisco Bay Area, specifically in counties like San Francisco, Marin, and Santa Clara, individuals earning up to $111,700 annually are now considered low-income and qualify for certain affordable housing programs, per NBC
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Barack Obama
Barack Obama@BarackObama·
While a lasting resolution to the crisis in Gaza must involve a return of all hostages and a cessation of Israel’s military operations, these articles underscore the immediate need for action to be taken to prevent the travesty of innocent people dying of preventable starvation. nytimes.com/2025/07/27/opi…
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