
Marc
1.4K posts

Marc
@MarcRigiola
Real Estate Developer | Global Macro Investor | Not Investment Advice
New York, NY Katılım Ekim 2013
614 Takip Edilen227 Takipçiler

@Kruker8 @Mag7Observatory @holdyourwinners The guy or troll is Alex Pitti he lives in his moms basement don’t pay attention to basement dwellers they have nothing better to do $PCT
English

@Mag7Observatory @holdyourwinners lol look at this arrogant prick posting his view on $PCT once again. Please do it again in 10 minutes.
What a dick.
English

Must read - this is free and not me.
@georgenoble/note/c-226667679?r=4repfn&utm_medium=ios&utm_source=notes-share-action" target="_blank" rel="nofollow noopener">substack.com/@georgenoble/n…
This is the most SHAMELESS structural manipulation of a major index I've ever seen.
SpaceX is preparing what could be the largest IPO in history.
Target valuation: $1.75 trillion.
That would make it the sixth-largest company in America on day one.
And Nasdaq wants the listing so badly they're literally CHANGING how the Nasdaq-100 works.
In February, Nasdaq published a "consultation" proposing sweeping changes to how companies enter the index. The timing is pure coincidence, of course.
Just like it's pure coincidence that SpaceX has reportedly made fast index inclusion a CONDITION of listing on Nasdaq.
Here's what they're proposing:
A new "Fast Entry" rule would let any newly listed company whose market cap ranks in the top 40 of current Nasdaq-100 members get added to the index after just 15 trading days.
No seasoning period. No liquidity requirements. Completely exempt from the standards every other company had to meet.
Currently, new public companies typically wait up to a year before they're eligible for major index inclusion.
That waiting period exists for a reason. It lets the market establish real price discovery. It protects passive investors from being forced into untested, illiquid stocks.
And Nasdaq wants to throw all of that out. For ONE listing.
But the Fast Entry rule isn't even the worst part...
The real scandal is the 5x float multiplier.
Right now, the S&P 500 uses a free-float adjusted methodology. If only 5% of a company's shares are available for public trading, the index weights you at 5% of total market cap.
That's common sense. You weight a company based on what investors can actually buy.
Nasdaq's current methodology already uses total market cap rather than free-float for weighting. But for very low-float stocks, they at least had a 10% minimum float threshold.
Under the new proposal, that threshold DISAPPEARS entirely.
Instead, any stock with less than 20% free float gets weighted at FIVE TIMES its actual float percentage, capped at 100%.
Do the math on SpaceX:
If SpaceX IPOs at $1.75 trillion and floats 5% of its shares, there would be roughly $87.5 billion worth of stock available for public trading.
Under Nasdaq's proposed 5x multiplier, the index would weight SpaceX at 25% of its total market cap. That means passive funds would be forced to buy as if SpaceX were a $437.5 billion company.
But only $87.5 billion of stock actually exists in the market.
You are forcing hundreds of billions in passive buying into a $87.5 billion float.
QQQ alone manages nearly $400 billion. The total Nasdaq-100 ecosystem represents over $1.4 trillion in exposure across ETFs, mutual funds, structured notes, and derivatives.
Every single passive vehicle tracking this index would be REQUIRED to buy SpaceX at whatever price the market dictates.
On Day 15.
With zero price discovery. Zero track record as a public company. And a float so thin you could read through it.
So what this actually does is it creates a structural wealth transfer mechanism.
The passive bid from index funds pushes the stock price higher. That higher price benefits exactly one group of people: the insiders and early investors who own the other 95% of the shares.
And when lock-up periods expire 90 to 180 days later? Those insiders sell into the artificially inflated passive bid. Your 401(k) is the exit liquidity.
This is the fundamental corruption of indexing.
Indexing used to be brilliant. Low cost. Efficient. You were free-riding on the price discovery done by active managers. The index reflected the market.
Now the index IS the market. Trillions of dollars flow blindly into whatever the index tells them to buy. And the people who control the index methodology are changing the rules to serve the interests of a single IPO candidate.
The S&P 500 requires companies to have at least…
English

@RaoulGMI Im wondering what are the differences are between your take on liquidity and his?
I'm Warning You... The Market Is In Complete Denial | Michael Howell EP.14 youtu.be/TWvy-ucnpD4?si… via @YouTube

YouTube
English

Clinton had us debt-free by 2010. Bush blew it. Obama fixed it. Trump crashed it. Biden fixed it. Trump crashed it again — 92,000 jobs gone last month. Want a good economy? Elect Democrats.
Don’t forget to subscribe: dworkinsubstack.com/subscribe

English

@Mag7Observatory @private_dataguy Honestly too many whining little bitches on here. Cant get what you want when you want it. It’s a company that is bringing a new product to market there WILL be bumps in the road and time lines will change. That DOES NOT mean it’s a shitco.
English

@private_dataguy Stan - have you ever said a single critical thing about $PCT? Do you know that a good analyst knows both sides of a thesis? Mike Taylor does - that’s why he sells after pumping this thing every 3 months to the public.
English

The UK has arrested Andrew because of the Epstein files and over here the President signed an EO protecting cancer causing Glyphosate in our foods and we have zero Epstein related arrest and investigations since release of the files.
And we are on the verge of going to war against Iran.
That’s the current state of MAGA and MAHA.

English

Calling the generational bottom for Bitcoin here.
.
Not going lower tomorrow.
K A L E O@CryptoKaleo
Calling the generational bottom for Bitcoin here. . ᵁⁿˡᵉˢˢ ʷᵉ ᵍᵒ ˡᵒʷᵉʳ ᵃᵍᵃⁱⁿ ᵗᵒᵐᵒʳʳᵒʷ
English

Guitar heads
Tips for les paul players:
Setting the slots shallow on the nut for the string allows further truss rod adjustment for the perfect neck angle allowing for the lowest action possible from the bridge for the perfect resonance. I
Incorporate a string butler on the headstock to allow for those strings to cone straight through the nut for better tuning stability for D and G strings. A roller bridge also helps tuning stability and dramatically reduces string breakage.
The break angle behind the bridge, I soften with a bigsby with no spring to reduce overall tension.
Hope this helps
English

@ABridgen @VladTheInflator This is what we have assumed for many years. He is simply saying the quiet part out loud
English

@great_martis Great Tortoise, why are you still on my feed calling for crashes for years, I already unfollowed you but you don’t go away 😂. Even a broken clock is right twice a day lmao
English

Marc retweetledi

💥 Dr. Toby Rogers’s mic drop moment: Autism is not random. It’s manufactured.
115,000 new cases every year.
277 children regress into autism every day.
”Regression suggests an acute toxic exposure, not genetics, not better awareness, and acute toxic exposure. Which means that most cases of autism are preventable.”
The government knows it.
Pharma profits from it.
But kids pay the price.
English
Marc retweetledi
Marc retweetledi
Marc retweetledi

THE WHITE SLAVES HISTORY HIDES
For centuries, Barbary pirates stalked the Mediterranean and Atlantic, striking without warning.
Coastal towns from Italy to Iceland emptied as terrified residents fled inland.
Historians now believe over 1 million white European Christians were seized between 1530 and 1780, sold in North African markets and forced into brutal labor in galleys, quarries and construction.
The numbers rival early trans-Atlantic slavery, yet this chapter remains almost entirely missing from the history most people know.
Source: OSU

Elon Musk@elonmusk
This is historical fact
English

@CaulfieldTim Keep collecting those checks from big pharma buddy you’re doing great
English

Politics + antivaxx zealot = horrible policies.
We all knew RFK Jr was an antivaxx grifter. He is behaving as expected. Like an antivaxx grifter.
RFK Jr. cancels $500M US in funding for vaccine development, targeting mRNA cbc.ca/news/world/vac…
Dark Age 2.0
English









