Win Trice

4.6K posts

Win Trice

Win Trice

@TriceWin

Retired banker. Active boater. News junkie.

Maryland, USA Katılım Nisan 2012
984 Takip Edilen526 Takipçiler
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Win Trice
Win Trice@TriceWin·
Win Trice tweet media
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Win Trice
Win Trice@TriceWin·
@TheProfInvestor Good, but nothing is perfect. In Feb/Mar 2015 there was strong support and an undrawn line was crossed. Deadly down followed. Technique increases odds with no guarantee, ever.
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Prof
Prof@TheProfInvestor·
Let me share the one chart that will keep you on the right side of any market. 1. Let price reach a strong support 2. Draw a downtrend line 3. And get involved when price clears the DTL You've gotta be comfortable to miss out on the exact bottom. The price of being right is usually higher $QQQ $SPX $SPY
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Win Trice
Win Trice@TriceWin·
@politico @DashaBurns 1) Course correction desperately needed. 2) Govt action is the worst way to get there. 3) But if no correction is forthcoming, what's a better way?
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POLITICO
POLITICO@politico·
Brendan Carr argued that legacy media needs to “course correct” — but is it the FCC chair’s job to decide those editorial changes? Carr defends his approach to the issue on #TheConversation with our @DashaBurns: politi.co/4yWkfUa
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O Leitor
O Leitor@leitorpsique·
Casais casados não precisam de mais um encontro de "jantar e cinema". Vocês precisam de algo que faça vocês se sentirem pessoas de novo, não dois colegas de quarto cansados coordenando horário de dormir e lava-louça. Aqui estão 42 coisas para fazer com sua esposa que realmente reconectam vocês:
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Win Trice
Win Trice@TriceWin·
@DavidJay20 @FloppingAces The Save Act is existential to both sides. With it, Dems don't win again in their current form. Without it Reps may never win again, in any form. Seems to not be passable in 2026 leading to a bloody midterm with R losses in odd places. I hope for better.
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David Jay
David Jay@DavidJay20·
@TriceWin @FloppingAces I’ll accept 2028 versus *nothing*. If we win 2028, we also get a census without illegals. California loses perhaps 6-7 seats, they go to Texas and Florida.
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Flopping Aces
Flopping Aces@FloppingAces·
Democrats just fucked themselves so hard into a Supreme Court showdown over mail ballots that it should be studied as a masterclass in suicidal stupidity. These absolute clowns couldn’t stop suing. Twenty-three blue-state assholes plus D.C. sprinted to that Obama-appointed hack Indira Talwani in Massachusetts and got Trump’s ballot-tracking order frozen. She actually wrote that the Constitution forbids the president from making mailed ballots trackable because ... get this ... it might “confuse” or “disenfranchise” the same people who already lose their own mail. The First Circuit rubber-stamped that garbage like the partisan bootlickers they are. But no, that wasn’t enough. The same fucking NGOs and blue attorneys then filed a second lawsuit in D.C. for extra insurance. That’s when the nuclear own-goal detonated. The D.C. court and the D.C. Circuit turned around and said the complete opposite: the challenge was premature, the rules weren’t final, and the real harm was to the administration. Instant circuit split. SCOTUS yanked the case and ordered briefs by Monday. While the entire media circus and the professional outrage machine stayed glued to the SAVE Act ... the high-drama, sixty-vote, birth-certificate circus that still can’t get past the Senate filibuster ... the real, durable, lower-friction win slipped right through the side door. Barcodes. Real-time tracking. Official Election Mail logos that work exactly like the Amazon package confirmation every American already uses without crying racism. Federal gating via citizenship lists. Chain-of-custody data that turns “mysteriously disappeared” red-county ballots into prosecutable evidence instead of shrugged-off “glitches.” No new voter burdens. No endless provisional-ballot sob stories for the networks. No 60-vote Senate math. Just existing postal authority turning the mailstream into an auditable checkpoint that sticks once it’s live. Progressives sued so fucking hard in two friendly courts that they accidentally delivered the higher-value fight straight to the only court that can end their shit. Ruthless. Self-inflicted. And the most delicious part is they still don’t even realize how badly they just bent themselves over. (article below)
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Win Trice
Win Trice@TriceWin·
@TicTocTick Fraud / theft is the problem with crypto that simply must be solved for bigger money to come in. AND digital money must be opposed.
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emini tic
emini tic@TicTocTick·
On Friday, 1000 Bitcoin, worth over $70 million has been stolen from 1100 wallets. What makes this theft unique is that all of these bitcoins were stored in cold wallets— never connected to Internet. The sophisticated theft can steal bitcoins from any cold wallet even if it’s kept buried 100 miles deep under ocean. The worst part? The theft is not yet finished. They are coming for more .
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Win Trice
Win Trice@TriceWin·
@War_Hamster1776 @FloppingAces All the time. The really distressing thing is Dems do get actual votes for these nutjobs. It’s not all fraud. We are doomed if anything beyond 1% of population would vote that way.
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Win Trice
Win Trice@TriceWin·
@anon82059 @War_Hamster1776 Certainly not. Stop as much as we can as long as we can. Just know this isn’t a war where a battle won lasts forever. They won’t give up. Neither should we.
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Michael
Michael@anon82059·
@TriceWin @War_Hamster1776 Is this an argument not to do it? If we can secure the next couple of cycles by removing this fraud vector, that gives us enough time to eject enough RINOs to codify it. We NEED to win in 2028, but this will make that much easier.
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War_Hamster Brady
War_Hamster Brady@War_Hamster1776·
@TriceWin @FloppingAces Assuming we get a next Dem POTUS with secured ballots? I’d love to see them explain a reverse EO for the purpose of reducing ballot security. That would be saying the quiet part out loud.
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Fox News
Fox News@FoxNews·
"Cancel Thanksgiving. Should have done this in 1621." That's the resurfaced message from Wisconsin Democratic gubernatorial candidate Francesca Hong as she closes in on the Democratic nomination. Another old post also has critics talking after Hong said she was on the verge of an anxiety attack because there were 'too many old white people' at a Culver's. Read more on Fox News Digital. ⬇️
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Win Trice
Win Trice@TriceWin·
@brainrulax It’s a parallel question I ask. Why do *I* need AI apart from a vastly improved google search? What problem needs that as a solution?
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BrainRul
BrainRul@brainrulax·
This guy bought a $400 Mac mini and walked into a coffee shop with $2,100 for installing an AI agent that never touches the internet. I had to rewatch this because the pitch is almost too simple. He shows up, plugs in the Mac mini, installs a local AI agent running entirely through Ollama, done in under an hour. Zero cloud dependency, no API bills, no monthly charges bleeding the client dry. The coffee shop owner gets a private AI system that keeps working even if the WiFi dies, and he walks out with $2,100 for an install that takes less time than a long lunch. The hardware cost him $400. One deployment and the machine's already paid for five times over. Then he locks in a monthly retainer for support, somewhere around $100-150, which means every client after the first is close to pure margin stacking on top of recurring revenue. Most people hear "AI business" and think they need to build a SaaS platform or learn to code or raise funding from someone. This skips all of that and goes straight to walking into coffee shops with a Mac mini under one arm. Not a company that scales to a billion dollars, obviously, but a solo operator clearing a few thousand a month from local installs while everyone else is still arguing about which LLM is best on Twitter.
RetroChainer@RetroChainer

x.com/i/article/2076…

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Win Trice
Win Trice@TriceWin·
@KonstantinKisin Heck. I guess Canada and Mexico are part of the US. They call this North America for a reason!
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Konstantin Kisin
Konstantin Kisin@KonstantinKisin·
The level of gaslighting we've had in the last 24 hours is absolutely off the charts. You can fuck off with this shit: - "Cueta is in Africa so it's not really Spain" Pearl Harbor is in the middle of the Pacific Ocean so it's not really the US then? - "A lot of them have gone home" If 60,000 people break into your home and then leave that is better than them all squatting in your home permanently, but they still broke into your house. - "They're refugees fleeing the climate crisis" (James O'Brien came up with this gem) No, they're not. If I was fleeing the climate crisis, I'd bring my wife and kids, not 59,999 other men. They want a better life. They can apply for a visa and if they meet our rules, we'll decide which ones we want to accept and which we do not. Otherwise they're queue-barging and can fuck off. - They can't get from to Cueta to mainland Europe because there's a stretch of water and a border there. Uhh, we're letting boatloads of illegal immigrants into Britain on the daily. There is absolute no evidence European countries have any desire to enforce their borders. - It's not a migrant invasion, it's just Morocco doing it on purpose Oh, it's an *organised* invasion. What a relief. Fuck my life.
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Win Trice retweetledi
The Babylon Bee
The Babylon Bee@TheBabylonBee·
Spaniards Horrified To See Their Country Turning Into Minnesota buff.ly/wlh1Je9
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tae kim
tae kim@firstadopter·
Citadel got a more than 10% discount on Situational Awareness stock book. Sick. Many of the stocks soared 20%+ the next day. WSJ: “For every $1 of capital, Situational would upsize its positions by borrowing an additional $3 to $4, or sometimes more, people familiar with the matter said” “Over the past week, traders at major hedge funds and other firms began sharing information about Situational’s exposure, with some placing short bets against its top holdings, hoping to profit as Aschenbrenner sold his positions to raise cash" “Citadel received a discount of more than 10% to the market value of those shares, according to someone close to the matter.”
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Win Trice
Win Trice@TriceWin·
@RealJamesWoods Indeed. Collect millions. Kill many. Bankrupt many. Destroy families. Only facing loss of reputation. Not seeing any symmetry in consequences.
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The Babylon Bee
The Babylon Bee@TheBabylonBee·
Black Americans Patiently Waiting For Liberal White Woman To Tell Them Who To Vote For buff.ly/KzYdiGJ
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Handre
Handre@Handre·
Mao Zedong killed roughly 45 million people between 1958 and 1962, and the backyard steel furnace campaign sits at the center of that catastrophe as a textbook case of central planning consuming itself alive. The logic of the Great Leap Forward went like this: if the Soviet Union industrialized through state-directed production, China would do it faster and bigger. Mao ordered peasants across every province to smelt steel in small furnaces built on collective land. Party officials set output quotas with no reference to actual resources, actual skills, or actual demand. Farmers melted down their own plows, woks, and door hinges to hit the numbers. They stripped hillsides bare for fuel. What came out of those furnaces was overwhelmingly pig iron so brittle it had zero industrial use. The quotas got reported as fulfilled, the statistics traveled up the command chain, and Beijing celebrated a triumph that existed only on paper. You have to understand what those farmers were abandoning to stand at furnaces all day. The 1958 harvest was, by most estimates, actually decent. But with the rural labor force diverted to smelting operations, crops rotted in the fields unharvested. Free market economists call this opportunity cost: every hour a farmer spent producing worthless slag was an hour not spent producing food. The price system, had anyone been allowed to use it, would have made this tradeoff immediately visible. Prices signal scarcity. Planners just issue directives and wait for reality to disobey them. Local officials faced execution or labor camps for reporting shortfalls, so they reported surpluses. Beijing then exported grain abroad, partly to service debts to the Soviet Union, partly to project an image of socialist success, even as provinces like Anhui and Sichuan descended into mass starvation. The state had monopolized food distribution, so when the numbers were wrong, there was no private market, no informal trade network, no alternative channel to move grain to the dying. The apparatus designed to feed people became the mechanism that starved them. This is what the elimination of private property and price signals actually produces in practice: 45 million corpses and a generation of Chinese children who grew up stunted by famine.
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The AI Investor
The AI Investor@The_AI_Investor·
Well played 😂
The AI Investor tweet media
The AI Investor@The_AI_Investor

CITADEL HAS BOUGHT MOST OF THE PUBLIC EQUITY PORTFOLIO FROM LEOPOLD ASCHENBRENNER’S SITUATIONAL AWARENESS FUND. The speed of this rise and fall is unbelievable. Situational Awareness launched in 2024. By late 2025, the fund had reportedly grown to around $1.5B in assets. It returned 47% after fees in the first half of 2025. Then came one of the most spectacular hedge fund runs in recent history. Through June 30, 2026, the fund was reportedly up 439% after fees for the year. That means every $1 invested at the beginning of 2026 had theoretically grown to $5.39 in only six months. The fund grew to more than $20B in assets and reportedly generated more than 1,000% since its launch. Then everything unraveled within about four weeks. On July 27, Citadel Securities published its contrarian argument that the Fed should surprise markets with a rate hike at its July meeting. On July 29, the Fed held rates unchanged, but three FOMC members dissented and supported a 25 basis point increase. Bond yields rose and crowded AI infrastructure trades experienced another violent wave of selling and deleveraging. The South Korean market fell roughly 7%. The SOX Index dropped 5.3%. Situational Awareness came under pressure to either raise more capital or dramatically reduce its leveraged positions. It chose to sell. On Wednesday, July 29, Citadel agreed to buy most of Situational Awareness’s public equity holdings. The transaction was publicly reported on Thursday, July 30. The public equity portfolio was valued at roughly $16B, although it is not confirmed that Citadel acquired the entire amount or that all of it was financed with leverage. Goldman Sachs, JPMorgan, Bank of America and Citigroup helped facilitate the transaction. Situational Awareness retained its private investments, including its Anthropic stake. Now think about how crazy this sequence is. A fund that was up 439% through June was forced to give up most of the public portfolio responsible for its extraordinary returns only weeks later. This is what leverage does. It magnifies returns on the way up. It magnifies losses on the way down. There is currently no evidence that Citadel deliberately caused the selloff. There is also no confirmed evidence that Citadel bought the assets for 40 to 50 cents on the dollar. But what is factual is already extraordinary. Citadel stepped in as the buyer when one of the most successful AI focused hedge funds was forced to rapidly reduce its public equity exposure. Leopold’s long term AI thesis may still prove correct. But being right about the next five years does not protect you if leverage forces you to sell this week. Being right is only half the game. Surviving long enough to be right is the other half.

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Kenny Zufall
Kenny Zufall@KennyZufall·
@TriceWin @StockSavvyShay Considering his fund was worth ~24B if you spread it across the basket it was likely a few bil of MC each that's now in Citadels hands. They'll take a disciplined approach to adds/sells from here
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Shay Boloor
Shay Boloor@StockSavvyShay·
THIS HAS TO BE THE STORY OF 2026 Ken Griffin’s Citadel was pushing surprise-rate-hike fears just days before the AI trade collapsed and forced 4x-levered Leopold Aschenbrenner's Situational Awareness to unload its book near the lows. Citadel then reportedly bought most of those assets at significantly lower prices knowing that if sentiment deteriorated enough the fund could be forced to sell which makes the entire sequence look absolutely ruthless. This is why the stock market is the greatest game on Earth.
Shay Boloor tweet mediaShay Boloor tweet media
Shay Boloor@StockSavvyShay

Citadel reportedly bought most of Situational Awareness’s stock portfolio after the forced unwind. So it was warning that the Fed could hike in July while preparing to buy the AI stocks that narrative was helping crush 🤔

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