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Hguy ❇️
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sometimes you discover someone so autistically passionate about their career you must root for their success as a fan of life.
that is dan hurley
college basketball coaching culture is a special utopia. 40 games a season and the rest of the year on flights across the world to recruit. it genuinely never turns off
full commitment
dan hurley is a fucking freak. he sages the court and sprays the nets with holy water before games. the story his wife tells is he can’t cook he can’t drive he can’t take out the trash all this guy knows how to do it coach basketball
i like people that are freakishly good at things. i like dan hurley
let it ride
Jack@Jackkk
Threadguy bet on UConn to win it all on Polymarket "The college national basketball championship is happening and I have a bet on UConn to win it all, their odds are 27%, up from 14% so I’m up 2x. They won the last game so I’m only one leg away from winning” “People telling me to cash out and take a hedge. You know what I say to them? How about you take a chance. We let it ride” “If UConn wins tonight, I’ll use the money to host an open bar event for chat”
English
The longer the indices stay at elevated levels, the more likely it is that the bull case will point to these two charts.
The first one shows that analysts are forecasting 19.2% earnings growth in Q2.
The second chart shows a declining PEG Ratio.
"Earnings estimates are rising; meanwhile, the market is re-pricing down."
If you believe the conflict in Iran will wrap up soon, this data is the perfect setup for a "contrarian bull."
It's also potentially a massive head fake.
If you look closely at the PEG Ratio chart, you'll see that declining PEG ratios typically are not a "contrarian bull" signal.
Instead, they tend to precipitate market corrections.
Why?
Because analyst forecasts do not account for macro factors, liquidity conditions, and geopolitics/rising oil prices.
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I'm sharing a full update with readers of The DeFi Report on Wednesday, including why we recently made some changes to the TDR Pro portfolio.
If you'd like to have the latest research hit your inbox when it's published, you can sign up below 👇
Data: @yardeni
English
I’m going to say the uncomfortable truth.
I don’t care about Israel.
I don’t care about Palestine.
I don’t care about Ukraine.
I don’t care about Iran.
And before you get offended actually hear me out.
99% of people screaming about these proxy wars don’t actually care about human lives.
They care about attention.
Because tomorrow morning… they wake up, go to work, pay bills, pick up their kids, deal with real life.
Nothing about their day changes.
And that’s not even an insult it’s reality.
This has become social identity, not genuine empathy.
People attach themselves to narratives and “experts” so they feel informed, included, like they’re part of something bigger.
But if people actually cared about human suffering…
You’d hear just as much about Sudan, Myanmar, Syria, Somalia, Yemen, Haiti, Ethiopia, Nigeria, Mali…
But you don’t.
Because those don’t trend.
This entire ecosystem is built on selective outrage.
And the same “political and fake religious experts” left and right:
Sneako
Candace Owens
Hasan Piker
Tucker Carlson
Ben Shapiro
And many more…
Are just consensus chasers.
They pick the safest take that gets the most views, the most engagement, the most money.
They are not activists.
They are media businesses.
Millionaires monetizing suffering while lecturing you about morality.
And the irony?
They profit off the very system they claim is broken.
They’ll tell you capitalism is evil…
While making millions inside of it.
Meanwhile average Americans are drowning:
Working 2 jobs
Paying off debt
Trying to afford basic life
And instead of focusing on THAT…
We get force-fed outrage about conflicts we have zero control over.
I’m not saying geopolitics doesn’t matter. It 100% does and I’ll still 100% cover it.
But let’s be honest about priorities.
Why is no one focused on the real issue?
Government spending.
Debt.
Currency debasement.
Systemic waste, fraud, and abuse.
Over $500B+ disappears every year…
But we’re told the solution is:
“Tax billionaires more.”
Elizabeth Warren says if Bezos paid more, kids wouldn’t be hungry.
Meanwhile the government burns through multiples of that in waste.
So why aren’t we starting there?
Why aren’t creators relentlessly going after Congress?
The Fed?
Both parties?
Because that doesn’t go viral.
Because that threatens the system.
Because the same people pushing these narratives benefit from keeping you distracted.
And once you see it… you can’t unsee it.
Every “breaking news” clip.
Every outrage cycle.
Every perfectly timed opinion.
It’s the same machine:
Attention → Emotion → Division → Profit.
They don’t want informed people.
They want addicted people.
Addicted to outrage.
Addicted to picking sides.
Addicted to feeling like they’re part of something while nothing actually changes.
Because if people zoomed out for even a second, they’d realize:
You’re being farmed.
Your anger is content.
Your fear is engagement.
Your opinions are monetized.
Left vs right.
Country vs country.
Group vs group.
Meanwhile the same core problems never get solved.
Debt keeps rising.
Currency keeps getting devalued.
Power keeps consolidating.
And nobody with a massive platform wants to seriously challenge that system…
Because they’re all making money inside of it.
The system isn’t broken to them.
It’s working exactly as intended.
The harsh truth?
Most of this outrage isn’t about helping people.
It’s about feeling like you care…
While your real life stays exactly the same.
And until people realize that
Nothing changes.
Elizabeth Warren@SenWarren
Jeff Bezos has $222 billion. If he paid my wealth tax this year, we could fund insulin in America for everyone who needs it plus free school lunch for every kid in Texas—and have plenty of money left over. And Bezos would still have $215 billion dollars to spare.
English
Hguy ❇️ retweetledi
Too many people trade.
Too few people accumulate in a secular trend (especially through weakness) and allow it to compound.
There are very few rich traders but there are many, many rich people who owned assets for longer time horizons.
Zoom out. And don't fuck this up.
English
I wish Trump would stop threatening Iranian civilian infrastructure. It's a lose-lose for us: backing down hurts his negotiating credibility (TACO), but carrying it out escalates the war, damages U.S. standing, generates sympathy for Iran, and fuels Iranian hatred for America.
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🤓 I have identified the top 10 memecoins at the moment
$AIRCOIN
$WAGMI
$UFD
$NEET
$ANI
$RETIRE
$WOJAK
$PIGEON
$LOL
$CRYPTO
Am I missing anything?
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Hguy ❇️ retweetledi
