MathMan

@mdotjacks25 @unusual_whales Says the guy whose party tried to convince the world an open southern border made sense and that men can have babies 🙄

@unusual_whales It's truly crazy that Republicans created a personality cult that rejects basic math.

RFK Jr: "President Trump has a different way of calculating percentages. If you have a $600 drug and you reduce it to $10, that's a 600% reduction."

@GhalibounHaydar @unusual_whales lol, then you are the only one. Markets have been firing on all cylinders under this administration whether you like it or not.

@unusual_whales By Trump's way of calculating percentages, my portfolio is 900% down since he became the president lol

@harryjsisson @PollTracker2024 lol, it wasn’t long ago that Democrats, like you, were tripping over themselves defending Fetterman. It’s funny he now becomes ‘this idiot’ when your ideology pushes the sane ones away. Your party has lost its way. Spend more time looking inward.

@PollTracker2024 How embarrassing. I can’t wait to see this idiot lose. Dems need a strong challenger to get him out of office

Politico: President Trump has offered Fetterman his patented total and complete endorsement plus a financial windfall to the Pennsylvanian if he becomes a Republican. A handful of Senate Republicans are also gently feeling out Fetterman and responding to his concerns over the prospect of defecting from the Democratic Party. If Fetterman does flip, according to officials who were given anonymity to talk about sensitive matters, it will be thanks in large part to his deepening friendship with a pair of senators and their high-profile spouses: Sen. Dave McCormick (R-PA), and his wife Dina, and Sen. Katie Britt (R-AL), and her husband, Wesley.

@DeItaone Curious who listens to the WHO anymore?

THE RISK OF HANTAVIRUS TO THE WIDER PUBLIC REMAINS LOW, SAYS THE WORLD HEALTH ORGANIZATION REGIONAL DIRECTOR FOR EUROPE WHO: THE RISK TO THE WIDER PUBLIC REMAINS LOW. THERE IS NO NEED FOR PANIC OR TRAVEL RESTRICTIONS

@zerohedge Has there been a time since WWII that our leaders have been more forcefully and violently disconnected from their citizenry than right now? The voice of reason is mostly absent from government right now.

Real Estate Browser Extension In France Provides Immigration Data Overlay zerohedge.com/geopolitical/r…

@shanaka86 Your writing style is unique, and I enjoy it very much. It makes chuckle and sometimes roll my eyes. I suspect it is intended to, sometimes. Lol, “…it happened because…no one in aviation media is talking about…the speed of light”. lol, an odd way to present this story, lol.

Singapore Airlines just announced Starlink. That makes 37 airlines. Thirty-seven carriers representing roughly 7,000 to 8,000 aircraft have now committed to the same satellite constellation for in-flight connectivity. United. Qatar. Emirates. Lufthansa Group. British Airways. Air France. Southwest. Hawaiian. And now the airline consistently ranked the best in the world. This is no longer a product adoption curve. This is an infrastructure conquest. And it happened because of one number nobody in aviation media is discussing. The speed of light. A signal from a geostationary satellite at 35,786 kilometers takes roughly 600 milliseconds for the round trip. A signal from Starlink at 550 kilometers takes 20 to 40. Same speed of light. Sixty-five times less distance. That latency gap is not an engineering advantage. It is a geometric fact that cannot be competed away by any satellite in geostationary orbit. Ookla’s independent testing from the second half of 2025 confirmed what the physics predicted. Eight Starlink-equipped airlines exceeded 100 megabits per second median download speed. Half exceeded 300. The highest consistency scores all belonged to Starlink carriers: airBaltic at 98.3 percent, WestJet at 95.8, Hawaiian at 95.3. No non-Starlink provider on any airline anywhere in the world exceeded 100 megabits per second median. Zero. Out of every GEO and competing LEO system measured. Zero broke 100. The previous generation delivered 5 to 9 megabits with 600 milliseconds of lag. Starlink delivers 135 to 310 median with peaks above 500 and latency under 100. Streaming works. Video calls work. Gaming works. At 35,000 feet over the Pacific. Amazon announced its Leo aviation antenna in April. One gigabit down, single-day install, lower drag. On paper, competitive. In orbit, 300 satellites versus 10,304 operational. Delta signed for 500 aircraft starting 2028. JetBlue for 300 starting 2027. Together roughly 1,300 against Starlink’s 7,000 to 8,000. Delta chose Leo explicitly because of its existing AWS relationship, not because of speed. When the second-place competitor wins deals on ecosystem integration rather than performance, the performance race is over. The physics is settled. The remaining question is distribution. Distribution is where vertical integration becomes the moat beneath the moat. SpaceX designs the satellites, launches them on its own rockets, operates the ground stations, and builds the terminals. No other provider controls the full stack from photon to passenger. Amazon buys launches from third parties. OneWeb depends on external vehicles. Telesat has not launched a single operational satellite. SIA begins Q1 2027 on 53 long-haul aircraft. A350s and A380s. Multi-gigabit at up to one gigabit per antenna. Complimentary for premium cabins and loyalty members. The airline that serves the longest commercial routes on Earth just chose the constellation that covers the entire planet including the poles. Singapore to New York. Singapore to Los Angeles. Up to nineteen hours of continuous coverage over oceans, Arctic corridors, and landmasses where no cell tower exists and no geostationary beam can maintain a link at high latitudes. Thirty-seven airlines chose the same physics. The speed of light does not negotiate. open.substack.com/pub/shanakaans…

@DeItaone I never thought I’d see a war being fought where one side issues a press release that they ‘fired a warning shot against their adversary”. This is the strangest war.

SENIOR IRANIAN OFFICIAL: IRAN FIRED A WARNING SHOT AGAINST U.S. WARSHIP TO PREVENT ITS ENTRY INTO STRAIT OF HORMUZ, UNCLEAR WHETHER THERE WAS ANY DAMAGE

@DeItaone Always keep in mind that the Iranians have multiple audiences. Unlike the west, Iran has no freedom of information. They send different message to their multiple audiences.

IRAN'S REPORTS, CITING UNNAMED SOURCE: ASIDE FROM FIRING IN THE DIRECTION OF U.S. WARSHIPS, TEHRAN HAS PREPARED OTHER SCENARIOS THAT IT WILL ACTIVATE IF NECESSARY

@zerohedge All this talk of dramatically inexpensive drone weapons and I bet we don’t see any decline in the defense budget or its growth rate in the coming decade.

From "Don't Be Evil" To Drone King: Eric Schmidt's Interceptors Deployed With U.S. Troops zerohedge.com/markets/dont-b…

@unusual_whales I struggle to understand why the Fed is afraid to lower rates. The rise in energy prices is entirely supply-side / cost-push inflation driven by an energy shock. Raising rates, or keeping them static, does essentially nothing to resolve any of these specific drivers.

Powell: "Energy hasn't even peaked yet, and we'd want to see the backside of that and progress on tariffs before we even thought about reducing rates"

@KobeissiLetter Say it for what it…..it is mostly a direct reflection of removal of gold standard and advent of fiat currency -> government overspending -> borrowing rather than curbing -> money supply growth ……and post 2008 additional in the Fed put

The wealth gap has never been wider: US private sector financial assets relative to US GDP are up to a record 6.7x. This means that the total value of stocks, bonds, and other financial instruments held by the private sector has never been larger relative to the real economy. This also surpasses the previous all-time high of 6.3x seen in 2021 after one of the sharpest market recoveries in history. The size of private sector financial assets relative to GDP has more than DOUBLED since the 1970s low. When financial assets outpace the real economy, the wealthy get richer, and workers get left behind. Own assets or be left behind.

@zerohedge EVs will be the downfall of the American automotive industry. Such a shame since Tesla had created a sizeable global head start. Biden politicized EVs and many in the country distanced themselves. American car companies = zombie companies. If I was a shareholder I’d be furious.

The U.S. Wants To Ban Chinese Cars, But They're Already At The Gate zerohedge.com/markets/us-wan…

@DylanRatigan Ffs, you’re smart enough to ask “Why am I wrong? What am I missing?” Those in charge are not dumb. You may not agree with the war but surely you can craft the rationale behind taking out Iran’s theocratic regime. Don’t play dumb.

My understanding of the US war on Iran: 1. Strait closed - global energy costs up 40 percent +|-. 2. US bases in GCC damaged or severely damaged. 3. US munitions depleted. 4. Profits from new defense contracts directed to Presidents family. 5. US relations with Europe lowest since before WWII. 6. Nuclear material intact in Iran. 7. Israel alienated globally. 8. Adherence to US Constitution increasingly degraded - no war authorization from Congress. Am I missing something? What is the benefit to USA of all this?

@general_ben lol, defend from what? We are in Germany based on an outdated vision of war. It’s ridiculous to think all these overseas bases are necessary and must be staffed at the levels of past decades. Plus it truly hurts those allied countries to have outsourced their defense to us.

This short-sighted decision will not hurt Germany. It only hurts us. It does nothing to protect our strategic interests overseas. We cannot defend America from TX or GA or NC. We need forward friends and forward access.

@FinanceMajor_23 But doesn’t obsolescence result in quicker margin compression, while scaling quickly often has physical limits that require build out? I’m all in on $SIVE but it does come with more risk than the X community seems to want to discuss

Quick thoughts on $SIVE $SIVEF Almost half of the SoTP option value sits in Quadrant A (LiDAR, SATCOM, Tier‑1 5G). Ramps are relatively fast and obsolescence horizons stretch 8–13 years. Essentially meaning the platform’s upside is dominated by vectors that can scale quickly and then persist across multiple tech cycles.

@NewThinking2 @Hedgeye Incomplete response. The post was perspective, not suggestion. To your point, how many mortgage holders are growing their debt at a rate relatively similar to the govt? Certainly no responsible person.

This is stupid. No one, certainly no creditor, expects the debt to be paid off immediately. And most of the debt will be rolled over as it has been in the past while the interest is paid as usual. Do you pay your 30-year mortgage in 1-year? No. Same with the federal debt except the country never gets old or dies and it also can create money at will because it's monetarily sovereign. Sovereign money is not subject to the debt ceiling either. Let's do more of that.

🇺🇸 Here's what $39 trillion in debt really means: If we confiscated every dollar of U.S. corporate profit ($3.8T/year), it would take over 10 years to pay off. Sell every ounce of gold ever mined: $32 trillion. Still $7 trillion short. Liquidate every Bitcoin in existence on top of that: $33.5 trillion. Still $5.5 trillion short. If we confiscated every dollar of federal tax revenue ($5.3T/year), it would take over 7 years to pay off, assuming zero spending. The debt is 71% of every home in America, or 30% of every publicly traded company on Earth. The debt grows by $7.2 billion a day, or $84,000 a second. This is a problem.

@NewThinking2 @lowkey_im77668 @Hedgeye Social security is not stimulus. It is nothing more than the distribution of people’s savings. Social security is a savings account that pays nominal interest. If you want true stimulus you’d abolish the social security part of FICA and allow earners to have those $s immediately

@lowkey_im77668 @Hedgeye It depends on how it's spent too. If spent as social security, it's a stimulus. Imagine the drop in spending if SS didn't exist & you get some idea of how big a stimulus it is. The key is the money has to be spent, not saved, or you get asset inflation.

@redpillb0t Two thoughts 1) this is simple interest math that the borrower agreed to, 2) our education system allows kids to graduate high school not understanding the most basic financial math but requires them to take Algebra 2 and Trigonometry. Student forever debt is a 360° problem!

An American takes out a $28,000 student loan. After 16 years and $38,000 paid, her balance is $58,000. $68,000 is PURE interest. She'll pay nearly $100,000 for a $28,000 education. This isn't "education financing" — it's usury.

@lou1510259 @wahlstedt007 @AIairBender Two reasons, 1) it unifies and empowers them, and 2) it makes you look like an emotional Karen

@TheMathMan70 @wahlstedt007 @AIairBender Ten years of this nonsense from maga has destroyed my ability to show them grace. They are fascists, racists, idiots and misogynistic people. Why should I keep protecting their fucking feelings ?

As a German, I find the political situation in United States very stressful. How hard must it be for the American people???

@KobeissiLetter Berkshire continues to invest like it’s the 1980s. Their failure to understand the tech revolution continues to astound me. If they don’t have conviction in the markets then why not return some of that cash to investors? A 4.3% carry on cash is not why one invests in Berkshire.

BREAKING: Berkshire Hathaway announces its cash balance is now up to a record $397 billion. The company sold a net -$8.1 billion worth of stocks last quarter, marking its 14th-consecutive net quarterly sale.