Charlatan
238 posts





Some of the highest quality businesses in the world are trading at extremely cheap prices. Ignore the MSM. One of the most one-sided wars in history that will end well for the U.S. and the world. And we have the potential for a large peace dividend. One of the best times in a long time to buy quality. Ignore the bears.







Dr. Ignaz Semmelweis said a lack of handwashing was the source of high mortality in a Vienna maternity clinic. He was ridiculed, dismissed, and died in an asylum. It makes me wonder: Who is the Semmelweis of today? What ideas are ridiculed today but consensus in the future?




BREAKING: Manitoba to Remove PST from All Groceries.





JPMorgan and Goldman Sachs are now offering hedge funds ways to short the $1.8 trillion private credit market. They've assembled baskets of companies with exposure, alt managers, BDCs, and lenders tied to private credit. This isn't speculation. These are structured products designed to bet against an entire sector. Private credit defaults hit a record 9.2% in late 2025. Blackstone's $82 billion flagship credit fund saw $6.5 billion in redemption requests in Q1. BlackRock had to cap withdrawals after requests hit 9.3% of its HPS fund. Morgan Stanley and Cliffwater are also gating redemptions. JPMorgan already started marking down software-related loans in private credit portfolios. When the banks that lend to these funds start cutting the value of the collateral, it forces deleveraging at the worst possible time. US banks have lent nearly $300 billion to private credit providers. The exposure is not contained. Goldman's own data shows hedge funds are "aggressively shorting" financial stocks, the most-sold sector of the year. Financials are down 11% on the S&P. The same banks that helped build the private credit boom are now building the tools to bet against it. If that sounds familiar, it should.


@AJA_Cortes What do you mean by nitrogen company?



When MikhailaFuller asked me: “How much does it cost to live at one of your assisted living homes?” I replied: “My costs generally are around $5,000 a month for a private room, $4,000 for a semi-private. And that includes: • 24/7 care • All medication management • All your meals (carnivore or keto) • Red light therapy and saunas (included in price) • Activities (trips to local zoos, Lake Pleasant for boat rides, movies) With the Bredesen protocol, families do pay extra for: • Labs and blood work • Dental care (crucial since periodontal disease migrates to your brain and contributes to dementia) • Hyperbaric oxygen therapy (outside service)” To give you a comparison, there’s a lady in San Diego that just does the Bredeson protocol and she charges ~$15,000 a month. But I try to keep my costs down because I want you to get better and we can figure out how to pay for it one way or the other. — @MikhailaFuller


@realpeteyb123 That is why I asked you last week if we should cautiously buy the dips . So I'm not buying the fear yet , we wait a bit more 👍





