NobodyReally

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NobodyReally

NobodyReally

@NobodyReal1964

Trying to "Unlearn" all that is wrong with the world.

USA Katılım Eylül 2024
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TXPrideSon43!!! 🇺🇸
@Ella__Dorsey @ATLNewsFirst @GAFollowers When the American people find out that they’re waiting in line for hours and hours because of Democrats shutting down DHS to try to prevent illegal immigrants from being deported… the American people are going to lose it on the Democrats!!!
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Ella Dorsey
Ella Dorsey@Ella__Dorsey·
Y'all... I've NEVER seen Hartsfield Jackson this bad. This is what security looks like this morning (Friday). We've talked to people that got to the airport at 3am that missed their 6am flight. @ATLNewsFirst @GAFollowers
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NobodyReally
NobodyReally@NobodyReal1964·
@MarioNawfal The last thing POTUS wants is to open global oil flows, he loses his perception of US domination.....
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Mario Nawfal
Mario Nawfal@MarioNawfal·
🇺🇸🇮🇷 Trump eyes seizing Iran's Kharg Island oil lifeline Admin is weighing the occupation or blockade of the terminal that pumps about 90% of Iran's crude, all to smash the Hormuz blockade and reopen global oil flows. Source: Axios
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Mario Nawfal@MarioNawfal

🇺🇸🇮🇷 Iran's regime elite sending kids to teach at top U.S. universities While chanting "Death to America," their relatives hold professor gigs at places like Union College, George Washington, and the University of Massachusetts, living the American dream their regime hates. Source: @IsraelWarRoom

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NobodyReally
NobodyReally@NobodyReal1964·
@unusual_whales Follow @MorganC000 if you want to know what is really happening. Greater detail than your TRADING patterns of Team Pelosi and the rest of the BLOB in DC!
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unusual_whales
unusual_whales@unusual_whales·
Netanyahu wants oil, gas to flow through Israel post-Iran war, per Reuters
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NobodyReally
NobodyReally@NobodyReal1964·
@douglas1271941 How many playoff wins does KOC have again? Yeah, that's what I thought.......
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TaraBull
TaraBull@TaraBull·
NFL reciever Odell Beckham Jr. has reportedly filed for bankruptcy. As part of the process, the bank repossessed his final two cars and left him with a 2009 Honda Accord.
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NobodyReally
NobodyReally@NobodyReal1964·
@DoodlesTrks Follow @MorganC000 and you'll see the real data from over there. It's all a FCKING scam to get the OIL......It's a Building 7 scam on a scale not seen before. Follow the MONEY !!!!
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George Noble
George Noble@gnoble79·
Private credit didn't blow up because of Blue Owl or bad software loans or AI disruption. Those were SYMPTOMS. The disease is the same one I've seen 3 times in 45 years on Wall Street: Too much money, too much leverage, too little discipline, and a financial product sold as "safe" to people who didn't understand what they owned. Private credit grew to $3 trillion on a simple lie - that you could earn 9-10% yields with "semi-liquidity" on assets that have no liquid market. That's not investing. That's volatility laundering. And the Street dressed it up beautifully. "Private credit." Sounds so exclusive, so sophisticated. Illiquid loan sharking would be more accurate. And don't get me started on "private equity", another Wall Street rebrand designed to make LEVERAGED BUYOUTS sound like fine wine. They changed the name because the old one scared people. The risk didn't change. Just the marketing. Wall Street has always been brilliant at one thing: rebranding risk as exclusivity and selling it to people who don't know what they're buying. Now add oil at $113 a barrel and watch the whole thing come apart. The Strait of Hormuz is shut. The IEA is calling it the largest supply disruption in the history of the global oil market. The Fed held rates steady yesterday and the market just RIPPED AWAY expectations for even a single cut this year. Oil is the fuse. But the TNT was packed years ago. Oil above $100 means inflation stays sticky. No rate cuts. Every overleveraged borrower inside these private credit portfolios gets squeezed harder every single month. Interest coverage ratios deteriorate. Defaults tick up. Valuations get marked down. And when valuations drop, the leverage stacked on top of that leverage (the "back-leverage" that banks provide using those same loans as collateral) starts to unwind. And JPMorgan already started. They marked down software loan collateral and restricted lending to private credit funds. When the biggest bank in America pulls back, that's a SIGNAL. High-yield spreads just surged to 470 basis points. The widest in years. Credit markets are screaming what equity markets haven't fully heard yet. I've watched this exact pattern before. - Junk bonds in the '80s - Dot-com leverage in 2000 - Structured mortgage products in 2007 The product changes every time but the architecture never does: Wall Street creates something complex, sells it as safe, layers leverage on top, markets the yields to retail investors, and collects enormous fees on the way in. Then something breaks and the gates go up. The people who built the machine are fine - they already got paid. The people who bought the brochure are trapped behind locked doors. $265 billion in market cap already wiped from the major PE firms. I don't think we're close to done. And you know what? That's FANTASTIC. Perhaps we'll finally get some real price discovery. Just say no to mark to model. Holders of this fine merchandise will get the returns they deserve. The pension funds, endowments, and insurance companies that piled into this garbage should take the hit. No bailouts. NONE. This nonsense has gone on far too long and moral hazard is the predictable result. The only way to end this insanity is to let Mr. Market operate. Allow price discovery. Allow bankruptcy. No more money printing. No more crony capitalism. No more extend and pretend. Blow it all up. That is the only way. "But what about the individuals who get hurt!" Better to take the hit now and reset than continue down this road. Hyper-financialization is destroying our economy and enriching the fortunes of the few. This must stop. NOW. But I have little confidence it will. We'll get more of the same: Rule changes. Special accommodations. The inevitable big ease will come. Count on it. AND BUY GOLD
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NobodyReally
NobodyReally@NobodyReal1964·
@NickNemo17 The CORRUPTION you found is emanating from every corridor in Washington, literally every aspect of our Republic has turned to C H I T........Just pick one, they're identical to what you discovered. Solid work, BTW.....Continued success one day at a time!
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Nick Nemeth (Mispriced Assets)
TLDR: I am a recovering alcoholic with no fund, no credentials, and no lobbyist. I rebuilt myself from nothing. Then I broke into finance with no degree, no pedigree, and no permission. I parsed SEC filings for a $31.5 billion private credit fund called Cliffwater. Not because anyone asked me to. Because nobody else would. The filings are public, but they are buried in footnotes that are not indexed, not searchable, and not structured for analysis. I have been told by fund managers that nobody even attempts this. Billions of dollars in pension capital, and the people who manage money for a living do not bother to read the filings. So I read them. Every loan. Every amendment. Every semi-annual PIK disclosure. 2,330 positions. I hand-researched fifty. I found 189 loans where borrowers are paying interest with more debt instead of cash. I found over 50 loans that are not generating enough cash to service their debt at all — carried at par on the books of a fund that has never reported a losing month in 41 months. The fund's Sharpe ratio is 3.75. Bernie Madoff — who was fabricating returns and could pick any number he wanted — ran a 3.5. He got caught because the numbers were too smooth by Markopolos. The greatest quant fund in history, Renaissance Technologies, runs a five or six. Cliffwater is claiming risk-adjusted returns that would be impossible even if you insider-traded with perfect information every single time, because the volatility of the underlying markets would still prevent it. Nobody asked questions. Bloomberg confirmed 14% redemptions 48 hours after I published. S&P cut the fund's outlook to negative this week. Cash on hand fell 76% in six months. This is not an isolated fund. This is the structure. $9.4 trillion in private equity. $3.5 trillion in private credit. They all pay their own valuation agents. The valuation agents decide what the funds are worth. No valuation agent has ever been fired for saying the number was too high. The marks produce the NAV. The NAV produces the fees. The fees come from pensions. The pensions come from firefighters and teachers and nurses in Oregon and California and Illinois who will never read a private placement memorandum in their lives. Wall Street ran out of rich people. The endowments were full. The sovereign wealth funds were tapped. So they went downstream — to 401(k)s, to retirement accounts, to interval funds sold to people who have no idea what they own. 1. Direct the SEC and FSOC to examine Level 3 fair value practices across interval funds and BDCs. 2. Require that valuation agents be independent of the funds they mark. 3. State publicly that the current self-marking regime creates systemic risk. 4. Mandate position-level mark disclosure for every fund that accepts pension capital. There are two ways this ends. It breaks all at once like 2008 and we fix it. Or it rots slowly like Japan: one fund blows up, six weeks of quiet, another one, and nobody connects it for a decade while a generation of retirees gets destroyed. I am not asking anyone to take my word for it. I am asking them to read the filings. If you know someone in the administration, a regulator, or anyone on a legislative committee, please send this to them. One person learned this from a one-bedroom apartment. Your government can too. The will is what is missing.
Nick Nemeth (Mispriced Assets)@NickNemo17

x.com/i/article/2034…

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Senator Patty Murray
Senator Patty Murray@PattyMurray·
The average person is more likely to be struck by lightning than they are to commit voter fraud. Seriously. That's a real stat. I'm voting NO on the SAVE America Act.
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BRITT
BRITT@54BRITT54·
“The 700 employees of his who died that day averaged 33 years old.” Howard Lutnick barely escaped death on 9/11 by taking his kid to school. This is the jew that shadows Trump. Coincidence?
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DWC361910
DWC361910@DWC3619101·
@NobodyReal1964 @PhilMackey Hopefully! It would be the most Viqueens thing ever if they move on from McCarthy and he wins a Super Bowl with a new team like Darnold did. Can’t make this shit yup anymore unless the NFL is fixed and scripted. The mental midget Murray is so tiny and small. 😂🤷🏿‍♂️
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Phil Mackey 🎙
Phil Mackey 🎙@PhilMackey·
Feels like that's a wrap for JJ McCarthy in Minnesota
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Vikings Central
Vikings Central@VikesCentral·
Yes, Kyler Murray is only around 5’ 10” tall (if that) But he has decent sized hands 9 1/2 inch and most notably larger than Patrick Mahomes 9 1/4.
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LHGrey™️
LHGrey™️@grey4626·
You clip-chopping, context-murdering fucking pricks... this is peak intellectual dishonesty, the kind that would make Machiavelli blush and Goebbels nod in professional approval. Netanyahu didn’t pull some anti-Christ soliloquy out of his ass. He was quoting Will Durant...the towering American historian, that Christian humanist who spent a lifetime dissecting civilization in The Story of Civilization and The Lessons of History. Durant observed the brutal ledger of history with merciless clarity: “Nature and history do not agree with our conceptions of good and bad; they define good as that which survives, and bad as that which goes under; and the universe has no prejudice in favor of Christ as against Genghis Khan.” That’s not blasphemy; that’s unflinching realism, forged in the blood-soaked pages of every empire that rose and every prophet who fell. Netanyahu, staring down genocidal fanatics who rape, behead, and hide behind their own civilians, was driving home the philosophical truth that ideals without iron are suicide pacts. Your precious moral posturing means jack shit if you lack the power to enforce it. Evil doesn’t yield to sermons...it yields to superior force. History’s classroom is soaked in the blood of the unprepared. This clip is pure venomous manipulation: a surgical strike at the Christian id, engineered to bypass reason and ignite tribal outrage. “How dare he say that about Jesus!” they say, conveniently forgetting the historian’s name, the strategic context of existential survival, and the fact that Christianity itself survived not merely by turning the other cheek but by becoming the faith of empires that knew precisely when to wield the sword of Constantine. Selective amnesia, fragile egos, and algorithmic rage-bait at its finest...classic playbook for grifters who traffic in sacred triggers because nuance doesn’t farm engagement. Will Durant understood the tragedy of the human condition: nature and history are indifferent gods that crown survivors, not saints. In a world crawling with modern Genghis Khans...jihadist hordes dreaming of caliphates...the Jewish state doesn’t have the luxury of naive pacifism. Fuck your decontextualized outrage. Fuck the dishonest framing that turns a profound historical insight into cartoon villainy. Grow the fuck up. Read Durant. Study power. And truly, fuck off with this selective fucking bullshit. 💀
Disclose.tv@disclosetv

NOW - Netanyahu: "Jesus Christ has no advantage over Genghis Khan. Because if you are strong enough, ruthless enough, powerful enough, evil will overcome good."

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Mario Nawfal
Mario Nawfal@MarioNawfal·
🚨🇮🇱🇺🇸 Israel's former Defense Minister says the U.S. has an "obligation" to join Israel's operation in Iran. $12 billion. 13 dead... and the ask from Jerusalem is: you haven't done enough yet. The "free world" is being defined very specifically here.
Mario Nawfal@MarioNawfal

🚨🇮🇱 Netanyahu appears live! Let's do the checklist: - 5 fingers? ✅ - Ring is there? ✅ - All teeth? ✅ Guys, I think it's not a double either... time to put the tinfoil hat to rest... FOR NOW! Source: GPO

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Senator Amy Klobuchar
Senator Amy Klobuchar@SenAmyKlobuchar·
The SAVE Act will kick American citizens off the voter rolls. It will make it harder to participate in our democracy and vote.    This Administration should be focused on bringing down costs, not taking away the right to vote.
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NobodyReally
NobodyReally@NobodyReal1964·
@JasonHarmonNFL The midget from Arizona was just PAID $38mm to leave! If nothing else this will get KOC jettisoned after next year with ZERO playoff wins.....LOL
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Jason Harmon
Jason Harmon@JasonHarmonNFL·
I want JJ McCarthy to succeed and I want it to be in Minnesota whenever that may be. But, if the team is wanting to make him QB3 just trade the kid and let him have a fresh start. As long as Kyler does as well as we all hope, it may be best for all sides.
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Shadow of Ezra
Shadow of Ezra@ShadowofEzra·
Benjamin Netanyahu says he has now officially debunked all rumors of him being dead by appearing at a live press conference. Netanyahu tells reporters they are all witnesses to his proof of life. Netanyahu says the war against Iran will continue until the Iranian regime is completely overthrown. "I'm alive."
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Charging…
Charging…@RedPillSayian·
Stephen A. Smith says Joe Kent’s remarks about Israel pushing the U.S. into war with Iran could fuel antisemitism.
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