Zach retweetledi
Zach
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Zach retweetledi
Zach retweetledi

Here is an oil tanker that crossed the Hormuz Strait with no incident. It will arrive at Mumbai port in India tonight. It is carrying about 1 mb of Arab Light crude from Ras Tanura in Saudi Arabia. It is a tanker owned by a major greek shipping company owned by George Prokopiou,who is known for his bald moves.

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Zach retweetledi
Zach retweetledi

what 5 minutes of using grok will do to a mfer
tradfi news@tradfi
*ANTHROPIC, PENTAGON STILL NEGOTIATING, DEAL POSSIBLE: AXIOS
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Zach retweetledi
Zach retweetledi

Long Read: If you want to know more about @Mike_Taylor1972
My wife, Jill gets me coffee in bed every morning.
It is a ritual that started a decade ago when I could not work. I could not get out of bed, for what turned into years. I suffer from an autoimmune condition called Psoriatic Arthritis (PsA), a condition (don’t like the word disease) where my T-cells are eating the connective tissue around my spine, neck and larger joints. I am a rare aggressive case, presenting at 43 yrs old, one that did not respond to classical treatments.
Within a year of symptom onset, I was in agonizing, constant pain, standing, sitting and lying down, every minute of every day. It even hurt to breathe and I labored under short, tiny breaths. My days consisted of bed to bathtub to couch to bed. I vomited often. A big day for me was walking (assisted) 1 block to the cafe, just to see daylight. Several times I needed a car to get home. Several times I passed out from pain. Every time Jill was there to save me.
The doctors did not know what to do with me - pain like that is a rarity, so bad I could not focus my eyes to read, could not keep food down, could not carry a conversation and from sleep deprivation, could not keep track of what day it was.
This lasted for 5 years until we found a surgical solution to treat nerves around my neck/spine - and I began to improve. The year was 2020 - suddenly Covid hit.
I was improving, but still very, very ill in 2020. I was up for a few hours a day, but I could read and begin to catch up with the past 5 years I had lost. In March 2020, I reviewed the first cut of the Covid DNA sequencing - as a former Virologist IMHO this was 100% a manmade construct and I felt compelled to warn the world. I called my old friend @KeithMcCullough @Hedgeye and even though I was a mess, even though I had to wear makeup and take enough pain meds to sedate a small country, I HAD to share with the investing world what Covid was about to do. Graciously, Keith put me on and after that, again and again and again. And I thank him for it. It gave me inspiration to fight to recover. As a wily Scotsman, fight I did.
I muddled, getting nerves microwaved every month in different sections to provide incremental relief. My surgeon has golden-hands and we together developed a process where if I took no anesthesia I could help him get “a better burn” with more closely-placed electrodes on the medial-branch nerves - the results were deeper and longer lasting. It’s also laughably painful to have a half dozen catheters penetrating deep in the spine and nerves burned without anesthesia. It’s a team effort, I can feel when we are close enough (1 mm) and could guide his hand. I have been on that table >50x.
I was starting to see a second-chance on the horizon and @Hedgeye and @profplum99 kindly supported me. Second chances at life are rare. I will never let that gift go to waste: So I took a big leap and started to participate. It was time to GIVE-BACK my time, love and effort, for the Investing World, for my family and for a community that is dear to my heart, cancer patients.
I started goKarting with Max.
@Simplify /@profplum99 set up the $PINK fund. So to speak we are off to the Races.
In the past 5 years, Max turned out to have an incredible gift. He is a national and world champion in Karts and Cars - this year in @INDYNXT with @AndrettiGlobal (I can hardly believe what this recent hobby has turned into)
$PINK over the past 4 years has turned in top decile performance. @Simplify has been instrumental. And we are on-track to deliver $Millions to the @SusanGKomen foundation. (Invest for the Cure!)
Last year we found a permanent solution with @DeukSpine, a new procedure to vaporize nerves. It has changed my life.
While I will never be 100%, I am now a Husband, a Dad and a contributing member of society.
I cherish this second chance.
Jill, thank you for the coffee. You are my everything.
…market is about to open.


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Zach retweetledi
Zach retweetledi
Zach retweetledi

🚨 The Fourth Turning Portfolio: How to Invest Through Today’s Chaos with the New HEFT ETF
America is in a period of disorder that renowned demographer and bestselling author Neil Howe @HoweGeneration has spent decades forecasting.
In this new "Real Conversation," Hedgeye CEO @KeithMcCullough sits down with Howe and his Hedgeye Asset Management @HedgeyeAM co-portfolio manager R. Patrick Kent @RPKent to explain what today’s chaotic environment means for investors—and why they launched the Hedgeye Fourth Turning ETF $HEFT.
Howe outlines the defining forces driving the Fourth Turning: polarization, institutional breakdown, geopolitical tension, and mounting economic strain.
Neil and RPK connect these generational dynamics directly to today’s market landscape, detailing the sectors, themes, and types of companies they believe are positioned to benefit as this cycle intensifies.
They also walk through the key stock ideas and industry groups shaping HEFT’s construction—grounded in a disciplined, rules-based investment process.
If you want to understand the era we’ve entered—and how to position capital with clarity and conviction through the turbulence—this is a conversation you don’t want to miss.
***To learn more about Hedgeye Asset Management please visit hedgeyeam.com, or email info@hedgeyeam.com.
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"The world is drifting toward a more multipolar currency structure in which the dollar remains dominant but with a narrower lead, the euro and RMB play larger roles, and a long tail of smaller currencies plus gold occupy a greater share" - @CoinSharesCo
Many recognize that the USD is trending towards losing reserve currency status & debate what will replace it... the euro? the yuan? gold?
the real answer is probably: none of the above
we're moving past having a single currency to rule them all
I think the future will look like - everyone stores their savings in Bitcoin or gold or a similar scarce asset, and swaps to local fiat currency for day-to-day transactions
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Zach retweetledi
Zach retweetledi

🚨 Check out the exclusive interview with @MarkYusko (Morgan Creek Capital & Digital) with co-host @LeonidasNFT to discuss the emerging sector of $DOG, #Runes, Ordinals, Bitcoin DeFi and ETF's.
Watch from beginning to end 👇 Class is in session.
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Zach retweetledi

"Neither a state nor a bank ever had unrestricted power over issuing paper money without abusing that power." - David Ricardo
Hedgeye@Hedgeye
"I'll soon announce our next chairman of the Federal Reserve, someone who believes in lower interest rates...by A LOT"
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😳👀 first thing they need to implement is BTC runes
Watcher.Guru@WatcherGuru
JUST IN: 🇺🇸 Bank of America says banks will move onchain over the next several years.
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This is ridiculously awesome 🥳 Nice work, guys! #x402 #Ӿ402
Nano-GPT@NanoGPTcom
NanoGPT 🤝 x402 Protocol. Access any AI model, instantly, without an API key. x402 means anyone (or anything) can do an API call, get a "402 payment required", pay instantly, and get the model response back. Crypto -> inference. Launching with @base and @nano. More 👇🧵
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