The Macro Dudess

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The Macro Dudess

The Macro Dudess

@MacroDudess

Systematic macro enthusiast, Italian by choice. If you see the list of ppl I follow you can imagine what my clutter closet looks like. Not investment advice.

USA Katılım Ekim 2016
2K Takip Edilen194 Takipçiler
The Macro Dudess
The Macro Dudess@MacroDudess·
@NomadFieldOps @scaling_shields Serious question - does that mean you're responsible for what "happens" at the business address? What if a business does something illegal under the address you handle?
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James Shields
James Shields@scaling_shields·
i found a "failing" cafe in marbella last week making €400,000 a year the owner laughed when i asked how she stays open "the coffee is just a legal loophole" 4 tables. 3 customers in an hour. i assumed they were closing down. went back a week later. same scene. i told her i was surprised the place was still open "the coffee isnt the business" i asked what she meant "200 remote founders pay me €60 a month to use this cafe as their registered business address. companies house. tax filings. business bank accounts. mail." "since when is a cafe a registered address?" "since it legally needs to be a real physical premises with someone here during business hours. the cafe is the premises. the service is the business. the coffee is just the reason im legally allowed to run the service." i asked how she got the idea "needed a registered address myself when i started the cafe. realised nobody else had figured it out. put one line on my website. 200 clients later im still here pouring coffee nobody drinks" heres the math: - 200 companies - €60 per month - €144,000 in address fees - additional €256,000 in mail handling, virtual office, scanning, forwarding - 2 hours of admin a day - zero employees - €400,000 a year the cafe loses money every month she doesnt care "the coffee is rent for the business that lives upstairs in my laptop" the storefront isnt the business its the permission slip dead cafe alive business
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇸🇪🇸🇴 SWEDEN DISCOVERS $100M+ VANISHED INTO FAKE SCHOOLS RUN BY IMAMS - MONEY FUNDED SEX CLUBS IN THAILAND AND ISLAMIST PARTIES IN SOMALIA Over 1 billion Swedish kronor (~$100 million USD) stolen. Gone. Private schools and kindergartens that existed just long enough to collect government vouchers before the operators fled the country. Expressen (Sweden's largest newspaper) investigation just exposed the entire network. Abdirizak Waberi - former Member of Parliament - siphoned 12 million SEK through fake IT invoices. The money funded sex clubs in Thailand, luxury hotels, and his own Islamist political party in Somalia. A sitting lawmaker. Using Swedish taxpayer money meant for children's education to fund sex tourism and foreign political movements. The Imam network - Abo Raad, Abdel Nasser El Nadi, Hussein al-Jibury - all classified by Swedish Security Service (Säpo) in 2019 as threats to national security. They ran schools and preschools. For years. Collected tens of millions in government funding. Money went to Malta, private accounts, and extremist groups. The schools got shut down two ways. Extremism violations for teaching radical content, and the "Al Capone route" - economic crimes when extremism charges wouldn't stick. Prosecutor Henric Fagher called it "a double loss for society." Swedish children didn't get education. Swedish taxpayers funded Islamic extremism instead. This is the Minnesota scam. International version. The mechanism's identical. Get licensed to run educational facility. Register for government funding programs. Provide minimal or extremist services, or none. Bill maximum amounts. Funnel money elsewhere. Flee before prosecution. Sweden's voucher system was supposed to create educational choice. Instead it created a fraud vector where anyone could open a "school," collect government checks, and disappear. The operators didn't even hide it well. Fake IT invoices. Money transfers to Malta. Sex club expenses. But Swedish bureaucracy was too slow, too trusting, or too paralyzed by political correctness to shut it down before hundreds of millions vanished. Here's what connects Minnesota, Sweden, and every Western nation with similar scandals. Government funding plus minimal oversight plus cultural sensitivity barriers equals systematic looting. Nobody wanted to be accused of discrimination by investigating Muslim-run schools too closely. So they didn't investigate. Until billions disappeared. The Swedish Security Service classified these imams as national security threats in 2019. The schools kept operating. The money kept flowing. For years after the warning. That's institutional paralysis rather than just bureaucratic failure. The choice was investigate and risk being called racist, or ignore and hope it goes away. Sweden chose ignore. Cost: $100 million minimum. Plus unknown amounts funding extremist networks that Swedish children's education money now supports. Most operators fled. Good luck recovering funds from Somalia, Thailand, and Malta. The money's gone. The extremist groups it funded are operational. The Swedish kids never got educated. Prosecutor says "double loss." He's underselling it. Loss 1: Stolen taxpayer money. Loss 2: Extremism funded. Loss 3: Children's education destroyed. Loss 4: Public trust in voucher systems collapsed. Loss 5: Precedent set that you can loot Western welfare states with minimal consequences if you flee fast enough. The pattern's now global. Minnesota, Sweden, UK, Germany - anywhere government funding meets minimal oversight, the same scam runs. What's different is Sweden actually investigated and prosecuted. Most countries are still in the "let's not be culturally insensitive" phase while the looting continues. Source: @visegrad24
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Thomas Foley
Thomas Foley@thomassfoley·
@BrendanFoody @felicis @benchmark @generalcatalyst Quick clarification- is this “expert” work is durable or solves that replaces that work going forward? I’m thinking about the Matt Levine article on investment banking analysts working on financial modeling. The expectation is that work might be available for <1 year.
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Brendan (can/do)
Brendan (can/do)@BrendanFoody·
We’ve raised our $350M Series C at a $10B valuation from @felicis, @benchmark, and @generalcatalyst. Just 2 years after starting, Mercor is paying $1.5 million per day to experts in our marketplace. We’re creating a new category of work in the AI economy, where software engineers, bankers, lawyers, and other professionals earn based on their experience while advancing the frontier of AI. While most new categories take time to build momentum, we’ve broken every growth record. For comparison, in their first 2 years: - Uber paid out just over a $1 million to drivers - Airbnb paid out $10 million to hosts We are unlocking human potential in the AI economy.
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Max | Google Ads
Max | Google Ads@lifemaximised·
Just dropped a vid walking through my live campaign buildout on Google Ads. This is the exact structure, settings, and targeting I use for search campaigns in every account I run, from $0 to $1M+/mo. Just like + comment "build" and I'll DM you the link (Must follow for DM)
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Matt Orlić
Matt Orlić@MattOrlic·
We scaled Qure Skincare from $0 to $50M+ in under 3 years. Now I filmed a video showing the exact: 1. Meta Ads Strategy 2. Branding + Premium Pricing 3. Scaling Systems + Retention Want the video for free? Comment “Yes” + 🔁RT (Must follow for DM)
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The Macro Dudess retweetledi
Francois Trahan, M²SD
Francois Trahan, M²SD@FrancoisTrahan·
This is the Output Prices series from the Markit PMI. This one is a little different than the Prices Paid series we get from the ISM and regional PMIs, but it carries the exact same message. Soft data is tells us a rebound in inflation is on the docket.
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zerohedge
zerohedge@zerohedge·
wow
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Mike Zaccardi, CFA, CMT 🍖
Mike Zaccardi, CFA, CMT 🍖@MikeZaccardi·
UMich 1yr inflation expectations now 5.0%. You have to go back to July 2022.
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ISABELNET
ISABELNET@ISABELNET_SA·
🇺🇸 Yield As the 10-year UST yield tends to lead the Citi Economic Surprise Index by three months, fears of slowing economic growth could weigh on the US stock market through mid-April 👉 isabelnet.com/blog/ h/t @dailychartbook @jimwpaulsen $spx #bonds
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ISABELNET
ISABELNET@ISABELNET_SA·
🇺🇸 Fed Current market pricing of Fed rate cuts indicates a pivot from inflation worries to growth concerns, suggesting investors expect the Fed to prioritize economic stability over aggressive inflation control 👉 isabelnet.com/blog/ @DeutscheBank #Fed #fedfunds #inflation
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Difaino Harting
Difaino Harting@difaino·
from $0 to $1M in revenue in the matter of 4 months. Jason got in touch with me last november to get some support with scaling. he did a $70k month in october, aiming to do a $100k month in november and potentially buy a new car. i told him we'll be doing a $250k in november. we wrote it down and got it done. fast forward we quadrupled his business and got to $1M in total revenue and the mfer bought his dreamcar ( BMW M3 Competition ) i decided to create a Notion FULL casestudy on how we got to this level. like this tweet & comment: CASETUDY ( must be following to receive the file. )
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