diglloyd
33.5K posts
@diglloyd
https://t.co/7J5dcqo5rj https://t.co/jFrzVzangP https://t.co/T5mNdm2o1F
New: RFK Jr. is spreading doubts about vaccine safety and considering changes that could prompt manufacturers to flee the U.S. market. History has shown how plagues from the past can roar back when trust in shots — or access to them — falters. propub.li/47HEZCR
What just happened? At 2:30 PM ET today, CBS News reported that President Trump was considering "boots on the ground" in Iran. Then, at 3:43 PM ET, President Trump said "I don't want to do a ceasefire with Iran," with the S&P 500 hitting a new 2026 low. Exactly 90 minutes later, at 5:13 PM ET, President Trump said the US is "considering winding down" the war with Iran. Between the 3:43 PM ET and 5:13 PM ET comments, the S&P 500 had already risen nearly +1% on NO news. By 6:15 PM ET, the S&P 500 rallied +1.8% from its low, adding +$900 BILLION in market cap. Markets are now closed until Monday.
One guy with AI and public SEC filings just exposed what a $31.5 billion private credit fund doesn't want you to see. @NickNemo17 no fund, no credentials, no institutional backing, parsed the filings for Cliffwater. What he found should terrify anyone with a pension or an annuity. The fund reports a 41-month win streak. Zero losing months. A Sharpe ratio of 3.75. For context, Bernie Madoff, who could pick any number he wanted because he was fabricating returns, chose a Sharpe of 3.5. That's how Harry Markopolos caught him. The returns were too smooth. Nick found 50 non-accruals using public filings. The fund reports zero. He found loans marked at par on businesses that have been "functionally eliminated by AI and Google." Borrowers paying 10.6% all-in on debt they can never service. No structural protection, every dollar of loss hits the fund dollar for dollar. And this isn't unique to Cliffwater. There's $13 trillion in private equity and private credit that marks its own homework. Every fund that pays its own valuation agent has the same conflict. Insurance companies backing this are levered 20-50x. This is your pension money. Your annuity. Your retirement. And it's being valued by the people who get paid more when the marks are higher.
🚨 NEW — @CDCgov altered their own study on COVID-19 vaccine adverse events to downplay deaths linked to the shots, according to documents obtained by Children’s Health Defense. Karl Jablonowski, Ph.D. who analyzed the FOIA documents, said the CDC “severely edited” the study “to promote safety and to de-emphasize death.” Read more on CHD's The Defender: childrenshealthdefense.org/defender/cdc-b…
The situation in the bond market is equally, if not more, concerning than what is happening with oil prices. But, it’s barely getting any attention. Yet.
This is one of the hardest things we have ever had to share. We are not the kind of people who like to ask for help. We have always believed in putting our heads down, working hard, trusting God, and doing everything we can to carry the weight ourselves. But there comes a point where the truth is bigger than pride, and our customers, followers, supporters, and everyone deserves to know what is really happening. Right now, we are in a legal battle with a major meat processor. And while this fight has our name on it, it is much bigger than our family alone. Small producers, family ranchers, and farmers spend generations building something they are proud of, only to come up against an industry that too often protects power over people, profit over principle, and control over transparency. The effects do not stop with the people raising the food. They reach every person purchasing meat because corruption and lack of transparency in the beef industry affect the food system as a whole and the trust families place in what they buy and feed their loved ones. This fight has cost us deeply. Between personal health struggles and the weight of this battle, we have had to make sacrifices we never wanted to make. We have had to cut back on our restaurants and e-commerce. We have sold cattle to help pay attorney fees. We have carried stress, heartbreak, and pressure that, at times, have felt impossible to explain. But we are still here, and we are still fighting. We are fighting for our family, for our ranch, for the values we were raised on, and for every small rancher and farmer who has ever felt crushed under a system that was never built to protect them. So today, we are asking for help. If you believe in family ranches, quality food, hard work, and a more transparent, healthy, and clean food system, please stand with us. One of the best ways you can support us right now is by purchasing our beef at santacarota.com. We started a GoFundMe for those who want to be part of something bigger than our family alone. If you want to help us keep fighting, please consider donating and helping us fight for farmers, ranchers: gofund.me/5f9dbc127
🚨 NEW — @CDCgov altered their own study on COVID-19 vaccine adverse events to downplay deaths linked to the shots, according to documents obtained by Children’s Health Defense. Karl Jablonowski, Ph.D. who analyzed the FOIA documents, said the CDC “severely edited” the study “to promote safety and to de-emphasize death.” Read more on CHD's The Defender: childrenshealthdefense.org/defender/cdc-b…
Everyone is underrating what Strategy will do in 5 years and they are overrating what they will do in a day, week, and month.
Got some macro analysis on BTC vs other assets for you today. Check it out here: youtu.be/HaHuDbKmGrk?si…
A little over 3 months ago Peter Schiff called the MSTR stock broken and it was the beginning of the end. In the 109 days since then Strategy has raised another $9.2 billion dollars and has acquired 111,199 Bitcoin. This, much like 99% of Schiff's output over the last 15 years, will age like milk.
