Bill Daily

5.1K posts

Bill Daily

Bill Daily

@MutnHedDigest

Katılım Nisan 2023
110 Takip Edilen302 Takipçiler
Bill Daily
Bill Daily@MutnHedDigest·
@dmweisberger Suprised we didn't see this sooner. The attempt to reform SBF's image needed money. There it is.
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Dave W
Dave W@dmweisberger·
OF COURSE they would defend their sociopathic son, but MUCH WORSE is that THEY were never prosecuted. Remember the case based on alleged illegal CAMPAIGN Contributions was dropped and THAT would have almost certainly implicated Barbara and Joseph. As those contributions along with real estate they benefited from came from STEALING client assets, they have some nerve making these statements.
Pledditor@Pledditor

WOW. How much do you think SBF's parents paid @CNN / @smerconish for this interview?

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Bill Daily
Bill Daily@MutnHedDigest·
@Opwernby @dmweisberger @scottmelker IMO even though the are ancillary "benefits" this war v/s Iran, this is all about China. And preventing something much worse if possible. This was a rush job basically out of charactor, there is a reason for that!!
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Bill Daily
Bill Daily@MutnHedDigest·
@Opwernby @dmweisberger @scottmelker Never heard that come out of Trumps mouth. If you have reading comprehension & follow Chinese politics, most of the story comes right out of China in front of your face. Hint: Who was Zhang Youxia and what was one of the accusations against him? This was not a simple purge by XI.
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Dave W
Dave W@dmweisberger·
Hmm... Isn't this MORE reason to decapitate the regime NOW, before they had time to perfect them and put NUCLEAR warheads on them??? Every single criticism ignores the evil & goal of the Iranian regime that seeks "Death to America" One can rightly criticize regime change as a goal (it RARELY, if ever works) and not believe the administrations claims of their offensive capabilities (they either lied about destroying their nuclear capabilities or that they had progressed anyway), BUT this is proof that at least SOME of their claims were true.
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Edward Dowd
Edward Dowd@DowdEdward·
Observation: The whirling dervish statements coming out of Trump’s own mouth in regard to the War are chaotic and confusing to say the least. 1) It’s intentional Or 2) “Houston we have a problem.”
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Bill Daily
Bill Daily@MutnHedDigest·
@saniyafatma1278 Thank your neighbor for giving you privacy and plant some flowers along there.
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Sara Mary ⭐❤️
Sara Mary ⭐❤️@saniyafatma1278·
I seriously need some help here. My neighbor just put up this massive metal fence right along our property line and I’m honestly pretty upset about it. It completely changed the whole feel of my driveway and now it looks like I’m pulling into some kind of industrial corridor. I had no idea this was even happening until the thing was already built. It feels like my space just got boxed in overnight. What on earth can I do in a situation like this???
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Gareth Soloway
Gareth Soloway@GarethSoloway·
@davelucas I allow "Verified" accounts to comment. Otherwise, the spam is insane and just horrible. Cheers!
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Dave Lucas
Dave Lucas@davelucas·
I’ve noticed this morning that several X accounts I’m following have turned off the button allowing others to leave comments. IMHO the ability to interact is what makes X interesting
Gareth Soloway@GarethSoloway

@davidlin_TV and I got into the latest forecast on gold and silver, macro and the stock market. It is all beginning.... youtube.com/watch?v=oEfO4q…

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Bill Daily
Bill Daily@MutnHedDigest·
@Steven_W_Lake @HedgeyeDJ All @POTUS has done is allowed the Chinese an opening to float a nice naval force in the golf, encouraging further blue water fun, take the lead on "peacekeeping" march a "peacekeeping" force through Pakistan at the request of Iran and defacto control it's own oil.
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Author Steven Lake
Author Steven Lake@Steven_W_Lake·
So far, from what I've seen, Trump is allowing the strait to be blocked to prove how absolutely useless our allies are, how much they've been leeching off us all these years. If I were Trump, I'd finish off Iran, and then just walk away and say, "Solve your own oil problem, you losers." :)
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Jonesy
Jonesy@HedgeyeDJ·
The Strait of Hormuz is the fulcrum where geopolitics directly hits the oil tape. Roughly 20M bpd normally moves through a ~160km strait that’s just ~30–33km wide at its choke point—about 20% of global liquids and ~5% of seaborne crude, plus meaningful LNG flow. Bypass capacity is massively overstated in the narrative. Existing pipelines only replace a slice of those barrels. For most Gulf producers, Hormuz is the only real seaborne exit—so when it’s impaired, you’re repricing risk on ~1/5 of world supply, not a marginal route. Iran’s current strategy is to weaponize that chokepoint. Missile, drone, mine and fast‑boat attacks—layered with GPS jamming/spoofing—have turned a legal shipping lane into a risk corridor. Since late Feb, roughly 15–20 merchant ships, including multiple tankers, have been hit or damaged. Behavior tells you more than headlines. AIS/satellite data have shown tanker traffic collapsing toward zero on some days, with hundreds of vessels choosing to wait. Early March snapshots had ~150 crude/LNG carriers at anchor in the Gulf, and ~200+ ships loitering off Iraq, KSA, Qatar and Oman. Further out, maritime intel flagged ~400 vessels working the Gulf of Oman—effectively a floating queue for a 30km‑wide gate. On some days: literally no clean crossings. More recently you’re seeing a “trickle” of ships, still far below normal run‑rate. This isn’t just shipping noise—it’s upstream. With passage constrained, estimates for a prolonged partial closure run at 6–7M bpd of Gulf crude forced offline. That’s >200M barrels in a month at risk of being shut in, not just delayed, if the bottleneck persists. The market message: the “Hormuz risk premium” is now a core factor in the crude curve. Refiners are leaning on stocks, freight and insurance are repricing, and benchmarks are trading less on incremental demand or shale supply and more on whether a 30km lane stays functional tomorrow morning. Your move, President Trump. For now, @hedgeye remains long of Oil.
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Bill Daily
Bill Daily@MutnHedDigest·
@abcampbell @POTUS screws up by encouraging a Chinese blue water joy ride golf security force, China becomes the lead as it also sends a "peacekeeping" land force to Iran to secure the straight defacto controlling its energy flow.
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Bill Daily
Bill Daily@MutnHedDigest·
@biancoresearch This is basically while our shale and other oil have been basically idle.
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Jim Bianco
Jim Bianco@biancoresearch·
5/5 While the U.S. (green) and Europe are struggling with $100 Brent (cyan), the Middle Eastern “sour” blends that power Asia have decoupled from Western benchmarks (blue, red, and orange). Because Asian refineries are chemically tuned to these specific grades, they are forced to bid astronomical premiums for the limited barrels that reach the Red Sea or out of the Persian Gulf. With physical prices for these grades hitting $150 per barrel, Asia has become the world’s shock absorber. By pricing out marginal industrial and transport users in the East, the market is balancing its global books, sparing the West from even more catastrophic price levels—for now.
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Jim Bianco
Jim Bianco@biancoresearch·
1/5 Where Is the Demand Destruction? tl:dr - Asia because they are reliant on Middle Eastern Crude oil, and it is now over $150/barrel. This is keeping (for now) the American and European grades "only" ~$100. (% gain since the war)
Jim Bianco tweet media
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Bill Daily
Bill Daily@MutnHedDigest·
@henrysgao Incoherence helped cause the Korean war as China thought all we cared about was the first island Chain.
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Henry Gao
Henry Gao@henrysgao·
Like it or not, Trump’s unpredictability may be the perfect remedy for the key flaw in US strategy toward China: excessive transparency.
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Bill Daily
Bill Daily@MutnHedDigest·
@GordonGChang What if China joins @PUTOS gulf shipping defense in force (the clown is encouraging China to blue water), then marches a peacekeeping force through Pakistan as it leads a "peacekeepin coalition" to the straight of Hormuz, defacto giving China control.
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Gordon G. Chang
Gordon G. Chang@GordonGChang·
Iran’s regime, which knows its survival is at stake, is fighting with all its might. We need to fight just as hard. At the moment, we are not. For instance, we are allowing Iran to export oil to China, an enemy combatant. This is inexplicable.
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Grant Williams
Grant Williams@ttmygh·
Paul Rees. ex Rucksack.@HannahIamthest1

On this day in 1995, the last clan chief in history known to have led his men into battle died at the age of 83. Simon Fraser, the 15th Lord Lovat, was the Chief of Clan Fraser. He was the man Winston Churchill described, in a letter to Joseph Stalin, as “the mildest-mannered man that ever scuttled ship or cut a throat.” The Scottish Commando chief whom Hitler placed a 100,000 Reichsmark bounty on, dead or alive. He was a well respected man that already had a serious war record before D-Day. The night before D-Day, Lovat addressed his men. He closed with this: “A hundred years from now, your children’s children will say - they must have been giants in those days.” Then came June 6th, 1944. Sword Beach, Normandy. As Brigadier of the 1st Special Service Brigade, Lord Lovat waded ashore leading 3,000 commandos into hell. And behind him came the sound that made the whole scene unforgettable. The English War Office had strictly banned bagpipes in battle. They said it was too conspicuous. Too dangerous. Lovat brought his personal piper, Bill Millin, and gave the order: “Play us ashore.” When Millin hesitated, citing the regulations, Lovat smiled and replied: “Ah, but that’s the English War Office. You and I are both Scottish, and that doesn’t apply.” So Millin played Highland Laddie, The Road to the Isles, and All The Blue Bonnets Are Over the Border. Men fell around them. Bullets tore through the surf. The noise of artillery was deafening. And through it all, the unmistakable scream of the bagpipes. Captured German snipers later admitted they had Millin in their sights, but didn’t shoot him because they assumed he had gone completely mad. Lovat’s mission was to reach Pegasus Bridge, where British glider troops were desperately holding on. The schedule said 1pm. Lovat and his men fought their way off the beach and arrived at exactly 1:02 PM. He calmly walked up to the commanding officer under enemy fire and apologised for being two and a half minutes late. His commandos then marched across the bridge in the open. Lovat had ordered his men to wear their green berets instead of steel helmets, so the Germans would know exactly who was coming for them. Twelve men were shot through their berets that day. After that, they finally put their helmets on. But they held the bridge. For Clan Fraser, there was something almost mythic about it. Their ancestors had come from Normandy centuries earlier. Now their chief had led Highland soldiers back onto those same shores in one of the most decisive battles in modern history. Six days later, Lovat was given his last rites after being hit by friendly fire from a stray artillery shell. Against all odds, he survived. He returned home a hero. He went on to serve in Parliament, judge cattle internationally, and manage his massive 250,000-acre Highland estate. But his final years were marked by grief. Two of his sons died within weeks of each other in 1994. Beaufort Castle, his ancestral home, had to be sold that same year. When Lord Lovat died on 16 March 1995, an era died with him. Bill Millin later played at his funeral, bringing the story full circle. The last clan chief who went to war. The brigadier who brought bagpipes onto D-Day. The Highlander with a price on his head. Scotland does not produce many men like that ⚔️🏴󠁧󠁢󠁳󠁣󠁴󠁿

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Barry Whittingham 🇬🇧
Barry Whittingham 🇬🇧@BJWhittingham·
@HannahIamthest1 The horror those men faced storming the beaches cannot be understated. But they'd do anything to get away from the sound of bagpipes.
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Paul Rees. ex Rucksack.
Paul Rees. ex Rucksack.@HannahIamthest1·
On this day in 1995, the last clan chief in history known to have led his men into battle died at the age of 83. Simon Fraser, the 15th Lord Lovat, was the Chief of Clan Fraser. He was the man Winston Churchill described, in a letter to Joseph Stalin, as “the mildest-mannered man that ever scuttled ship or cut a throat.” The Scottish Commando chief whom Hitler placed a 100,000 Reichsmark bounty on, dead or alive. He was a well respected man that already had a serious war record before D-Day. The night before D-Day, Lovat addressed his men. He closed with this: “A hundred years from now, your children’s children will say - they must have been giants in those days.” Then came June 6th, 1944. Sword Beach, Normandy. As Brigadier of the 1st Special Service Brigade, Lord Lovat waded ashore leading 3,000 commandos into hell. And behind him came the sound that made the whole scene unforgettable. The English War Office had strictly banned bagpipes in battle. They said it was too conspicuous. Too dangerous. Lovat brought his personal piper, Bill Millin, and gave the order: “Play us ashore.” When Millin hesitated, citing the regulations, Lovat smiled and replied: “Ah, but that’s the English War Office. You and I are both Scottish, and that doesn’t apply.” So Millin played Highland Laddie, The Road to the Isles, and All The Blue Bonnets Are Over the Border. Men fell around them. Bullets tore through the surf. The noise of artillery was deafening. And through it all, the unmistakable scream of the bagpipes. Captured German snipers later admitted they had Millin in their sights, but didn’t shoot him because they assumed he had gone completely mad. Lovat’s mission was to reach Pegasus Bridge, where British glider troops were desperately holding on. The schedule said 1pm. Lovat and his men fought their way off the beach and arrived at exactly 1:02 PM. He calmly walked up to the commanding officer under enemy fire and apologised for being two and a half minutes late. His commandos then marched across the bridge in the open. Lovat had ordered his men to wear their green berets instead of steel helmets, so the Germans would know exactly who was coming for them. Twelve men were shot through their berets that day. After that, they finally put their helmets on. But they held the bridge. For Clan Fraser, there was something almost mythic about it. Their ancestors had come from Normandy centuries earlier. Now their chief had led Highland soldiers back onto those same shores in one of the most decisive battles in modern history. Six days later, Lovat was given his last rites after being hit by friendly fire from a stray artillery shell. Against all odds, he survived. He returned home a hero. He went on to serve in Parliament, judge cattle internationally, and manage his massive 250,000-acre Highland estate. But his final years were marked by grief. Two of his sons died within weeks of each other in 1994. Beaufort Castle, his ancestral home, had to be sold that same year. When Lord Lovat died on 16 March 1995, an era died with him. Bill Millin later played at his funeral, bringing the story full circle. The last clan chief who went to war. The brigadier who brought bagpipes onto D-Day. The Highlander with a price on his head. Scotland does not produce many men like that ⚔️🏴󠁧󠁢󠁳󠁣󠁴󠁿
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Bill Daily
Bill Daily@MutnHedDigest·
@nickshirleyy You know between fraud, human traffic, terrorism, voter I.D., online scams, name your reason to surrender your freedom. We need to have an I.D. on our right hands or forhead. No internet without it, no banking, purchasing, eating paycheck , billpay etc. Good luck people!
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Nick shirley
Nick shirley@nickshirleyy·
🚨 Here is the full 40 minutes of my crew and I exposing California fraud, Minnesota was big but California is even bigger... We uncovered over $170,000,000 in fraud as these fraudsters live in luxury with no consequences. Like it and share it, the fraud must STOP. We ALL work way too hard and pay too much in taxes for this to be happening. These fraudsters have been able to defraud American taxpayers for years without any pushback from the public and politicians. It is time to EXPOSE IT ALL and end America's fraud crisis.
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The Wolf Of All Streets
The Wolf Of All Streets@scottmelker·
~$445.2M IN CRYPTO SHORT POSITIONS LIQUIDATED IN THE PAST 24H
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Bill Daily
Bill Daily@MutnHedDigest·
@POTUS @WhiteHouse Hey I have an idea, why don't you talk sh** to our allies/trading partners, plan poorly, then ask them for help!!
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Bill Daily
Bill Daily@MutnHedDigest·
@nic_carter @blob_watcher And thier more advanced partner had agreed to accelerate the program. This is why XI arrested his old friend and hero of the revolution, because he spilled the beans?
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nic carter
nic carter@nic_carter·
@blob_watcher makes sense. what would you do if you had religious lunatics next door who had fissile material for 10 bombs and had made it an official state policy to destroy you through any possible means. I would probably make sure those people were dead.
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Tacos and Airplanes
Tacos and Airplanes@blob_watcher·
Let's check in on how Israel is doing. Oh. Oh my. (from the FT today)
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