john

@Balder13946731 fake news

韩国三星击败了所有美国公司，成为宇宙第一。 三星利润大超预期，Q1营业利润达380亿美元，暴增755%，一个季度超越去年利润总和，营业收入上涨68.1%。 这个营业利润是什么水平呢？超越了 Apple，Nvidia，Google… 所有美国公司。 三星预计年收入还将狂飙50%以上，内存的收益神话尚未被打破。如果以这个增速持续到2030年，三星和海力士的年收入将超过1万亿美元。 美国互联网时代创造的财富正以前所未有的速度流入韩国，韩国可能会成为世界上最富的国家。

@OKavrak just download the paper

New paper from Hendrik Bessembinder just analyzed 100 years of stock market data. And it's shocking. Out of nearly 30,000 stocks analyzed... just 30 companies generated ~44% of all wealth created. 👀

2015年，彭博B500指数中，市值排名前三的行业，包括金融、医疗保健和科技，规模均在2.5万亿至2.8万亿美元之间，分布相对均衡。至2025年，科技行业市值已扩张至19.7万亿美元，是排名第二的金融业（7.8万亿美元）和第三的通信业（7.03万亿美元）市值的两倍以上，行业间的市值差距被显著拉大。 来源：Bloomberg

@mubeitech 在这个环境下，亏死他

华尔街的对冲基金经理现在恨死这个人了。 有人刚把一整家交易公司的底层架构发到了网上。 它叫 TradingAgents。 年化收益率 30.5%。 GitHub 标星已经突破三万。 里面装的根本不是一个自动下单软件。 是一个完整的虚拟华尔街机构。 四个 AI 分析师疯狂扫读财报和全网情绪。 看多和看空的研究员在系统里互相吵架。 交易员负责综合意见。 风控团队随时准备一票否决。 最新版本直接接入了 GPT-5.4 和 Claude 4.6。 它在最大回撤和夏普比率上打爆了所有传统基准策略。 华尔街收你 2% 的管理费加 20% 的利润分成。 他们雇一帮常青藤毕业生做的也就是这套流程。 现在这套体系一分钱不要。 金融圈的暴利壁垒被几行开源代码直接砸穿。

Based on 2026 data from Wikipedia and sports sources, the 12 NBA teams majority-owned by Jewish individuals are: - Atlanta Hawks (Tony Ressler) - Charlotte Hornets (Gabe Plotkin, Rick Schnall) - Chicago Bulls (Jerry Reinsdorf) - Cleveland Cavaliers (Dan Gilbert) - Dallas Mavericks (Miriam Adelson) - Golden State Warriors (Joe Lacob) - Indiana Pacers (Herbert Simon, Steven Rales) - Los Angeles Clippers (Steve Ballmer) - Miami Heat (Micky Arison) - Minnesota Timberwolves (Marc Lore) - Philadelphia 76ers (Josh Harris, David Blitzer) - Phoenix Suns (Mat Ishbia)

World's Most Downloaded Mobile Apps 2025. 1. 🇺🇸 ChatGPT — 845.3 million downloads 2. 🇺🇸 Instagram — 762.3 million 3. 🇨🇳 TikTok — 545.8 million 4. 🇺🇸 WhatsApp — 541.4 million 5. 🇨🇳 CapCut — 501.1 million 6. 🇨🇳 TikTok Lite — 433.8 million 7. 🇺🇸 Netflix — 415.6 million 8. 🇺🇸 Facebook — 408.2 million 9. 🇨🇳 Temu — 390.0 million 10. 🇺🇸 Snapchat — 386.6 million (Android + ios) Source: AppTweak – Most Downloaded Apps Globally 2025

BREAKING: The top 20% of earners in the US now hold a record $49.1 trillion in equities and mutual funds, or ~87% of the total. By comparison, the middle 40% and bottom 40% own $5.9 trillion and $1.5 trillion, respectively. Since the 2020 pandemic, equity ownership among the top 20% has surged +$29.8 trillion, or +154%. By comparison, the bottom 80% have captured just +$4.2 trillion over the same period. To put this differently, the top 20% have gained +600% more than the bottom 80% in Dollar terms. As we have warned, asset owners are the only winners.

@bboczeng 爱你~~~

今天是个大喜的日子，3月份期权到期日 为了SNDK冲800，我刚才盘前760 All In了 买了1000股，设置800卖出 赚到了就去中餐馆挥霍 你All In了吗？ 谢谢大家

@bboczeng 黄金跌破4000再说

黄金大跌5%，白银大跌10% SPY即将、至少、马上-10%见 META归零，TSLA破产 世界金融终于被我给奶死了 oh yeah！

Given the recent sell-off in Treasuries, who effectively owns US public debt? The largest holders of Treasuries are foreigners who own $8.5 trillion, or 33% of the total. Japan is the top foreign owner of $1.08 trillion of US government bonds. China is the second-largest holder and owns ~$760 billion. 31%, or $8.0 trillion is held by the financial sector including banks, mutual funds, and hedge funds. The government and households own 24% and 11% of the Treasury market, respectively. Foreign holdings of US Treasuries are huge.

@bboczeng 嘤~嘤~嘤嘤嘤嘤嘤~嘤嘤嘤嘤嘤~嘤~嘤

嘤嘤嘤 睡了10个小时 发生什么了 世界崩溃了吗？

Some excerpts from an article in today’s New York Times: “Overall, the top 1 percent now control $55.8 trillion in assets — more than the G.D.P. of the United States and China combined.” . . . . . . “The private equity behemoth Blackstone, for instance, saw its effective tax rate drop from 18 percent in 2017 to 7 percent in 2018 to -1.3 percent in 2019. Over the same period, Bloomberg estimated that chief executive Stephen Schwarzman, whose personal fortune is largely reflective of his ownership stake in the firm, saw his net worth grow to about $19 billion in 2019 from around $11 billion in 2017. He is now worth an estimated $45 billion, a more than 300 percent increase in eight years.” . . . . . . “Federal Reserve data shows that the wealthiest 1 percent of Americans now own about $25.6 trillion worth of stocks and mutual funds, the same amount as the remaining 99 percent of the country. About half the stock owned by the wealthiest Americans — $13.7 trillion worth — is owned by the richest 0.1 percent.” . . . . . . “The Walton family, which controls Walmart, currently has an estimated combined wealth of $550 billion, up from $256 billion in the spring of 2020.” __________________ It’s America’s “Golden Age” indeed if you’re among the top 1 percent who continue to amass more and more gold. It’s hard to wrap your head around the fact that the wealth of the top 1 percent of Americans exceeds the GDP of the United States and China … combined. On the other side of the tracks, ordinary Americans get fed a steady diet of empty rhetoric about how our elected officials are working hard for the working class as data prove that in reality it’s the rich who just keep on getting richer at the expense of the rest. And life is really sweet if you’re among the 900 billionaires who are in the top 0.1 percent. Remember Pam Bondi saying we shouldn’t be talking about Jeffrey Epstein, we should be talking about the stock market going over 50,000? Well, the top 1 percent own 99 percent of all stocks, and the top 0.1 percent own half of that! And to bring it back home, the two congressional candidates the party elites in Washington chose for voters in Western North Carolina — Chuck Edwards and Jamie Ager — are CEOs of multimillion dollar corporations and both are top 1 percent rich. And both party-picked candidates are bankrolled by top 0.1 percent billionaires. Stephen Schwarzman (net worth $45 billion), CEO of Blackstone Group (and pal of Jeffrey Epstein), is a max donor to Chuck Edwards. Schwarzman and his wife combined have given $14,000 directly to Chuck’s campaign. I noted yesterday that Jamie Ager’s biggest donor is the Welcome PAC (10 donations totaling $36,500), and the second biggest donor to the Welcome PAC is Epstein pal Reid Hoffman (net worth $3 billion), co-founder of LinkedIn. Well, the biggest donor to the Welcome PAC is Rob Walton (net worth $146 billion), the eldest son of Walmart founder Sam Walton. And that’s how America’s ruling class works: the top 0.1 percent bankroll (since they’re too busy making money to run for office) the top 1 percent to hoodwink the bottom 99 percent to continue screwing themselves. It’s not a Golden Age for the working class, it’s a Golden Shower. Maybe one day they’ll wise up and turn it off.

Foreign demand for US assets remains very strong; see the chart below. apolloacademy.com/strong-net-for…

In total, the nation’s top 25 philanthropists have donated $275 billion so far in their lifetimes, an uptick of $34 billion over last year. That’s a huge sum but represents just 14% of their combined fortunes, the smallest percentage since 2021. Not generous enough to make the top 25 cut: Elon Musk and Larry Page, the world’s two richest people, who together are worth more than $1 trillion. Read more about this year's #TopGivers list: forbes.com/sites/forbeswe…

Top 30 Countries by Wealth Held by the Top 1% Population 💸 1. 🇿🇦 South Africa – 54.7% 2. 🇷🇺 Russia – 47% 3. 🇸🇪 Sweden – 40.5% 4. 🇮🇳 India – 40.1% 5. 🇲🇽 Mexico – 38% 6. 🇨🇴 Colombia – 37.9% 7. 🇧🇷 Brazil – 37% 8. 🇨🇱 Chile – 36.6% 9. 🇹🇷 Türkiye – 35.1% 10. 🇺🇸 United States – 34.8% 11. 🇭🇺 Hungary – 33.3% 12. 🇹🇭 Thailand – 32.3% 13. 🇨🇮 Ivory Coast – 30.8% 14. 🇨🇳 China – 30.2% 15. 🇵🇱 Poland – 30.2% 16. 🇨🇦 Canada – 29.3% 17. 🇮🇷 Iran – 29% 18. 🇪🇬 Egypt – 27.8% 19. 🇩🇪 Germany – 27.7% 20. 🇫🇷 France – 27.4% 21. 🇩🇿 Algeria – 27.3% 22. 🇹🇼 Taiwan – 27% 23. 🇵🇭 Philippines – 26.7% 24. 🇦🇪 UAE – 26.7% 25. 🇰🇷 South Korea – 25.6% 26. 🇻🇳 Vietnam – 24.7% 27. 🇳🇪 Niger – 24.6% 28. 🇦🇷 Argentina – 24.2% 29. 🇯🇵 Japan – 24.2% 30. 🇵🇰 Pakistan – 24% Source: World Inequality Report 2026

Number Of Billionaires By Country 1🇺🇸 US – 924 2 🇨🇳 China – 470 3 🇮🇳 India – 188 4 🇩🇪 Germany – 156 5 🇬🇧 United Kingdom – 91 6 🇨🇭 Switzerland – 84 7 🇭🇰 Hong Kong SAR – 76 8 🇮🇹 Italy – 61 9 🇸🇬 Singapore – 55 10 🇹🇼 Taiwan – 51 11 🇧🇷 Brazil – 47 12 🇨🇦 Canada – 47 13 🇫🇷 France – 46 14 🇦🇺 Australia – 43 15 🇯🇵 Japan – 41 16 🇮🇱 Israel – 36 17 🇪🇸 Spain – 32 18 🇰🇷 S Korea – 31 19 🇸🇪 Sweden – 31 20 🇮🇩 Indonesia – 27 21 🇹🇭 Thailand – 25 22 🇲🇽 Mexico – 22 23 🇸🇦 Saudi Arabia – 19 24 🇦🇪 UAE – 19 25 🇵🇭 Philippines – 15 26 🇲🇾 Malaysia – 14 27 🇳🇴 Norway – 11 28 🇦🇹 Austria – 8 29 🇩🇰 Denmark – 8 30 🇳🇱 Netherlands – 8 31 🇫🇮 Finland – 7 32 🇿🇦 South Africa – 7 33 🇦🇷 Argentina – 5 34 🇨🇱 Chile – 5 35 🇮🇪 Ireland – 4 36 🇪🇬 Egypt – 4 37 🇳🇬 Nigeria – 4 38 🇱🇧 Lebanon – 2 39 🇨🇴 Colombia – 1 40 🇵🇪 Peru – 1 🌎 Others – 193 Source : UBS/PwC Billionaires Database And Wealth Assessment Methodology The UBS Database Tracks The Wealth Of Billionaires Across 47 Markets

If SpaceX goes public at a $1.75T valuation, who are the biggest winners? > Elon Musk (founder) invested $100M in 2002, owns 42% = $735B. > Founders Fund (Peter Thiel), invested $20M in 2008, owns 1.5% - 3% = $26.25B – $52.5B. > Valor Equity Partners, invested $76M+ in 2008, owns 1.3% = $22.75B. > Alphabet (Google), invested $900M in 2015, owns 6% - 7% = $105B – $122.5B. > Fidelity Investments, invested $100M in 2015, owns 2% - 3% = $35B – $52.5B. > Baillie Gifford, invested $273M in 2018, owns 1% - 1.5% = $17.5B – $26.25B. > Bank of America, invested $250M in 2018, owns 0.5% - 0.8% = $8.75B – $14B. > Andreessen Horowitz (a16z), invested $750M in 2023, owns 0.5% =$8.75B. Incredible returns for every investor.

lol, all global reserve currencies have been gold- and/or silver-backed. Only the USD has managed 50+ years (since 1971) as a true fiat global reserve currency. It’s never happened before. And because the USD is fiat, there is no way to “get off it” without enormous pain, since much of the debt outside the US is denominated in USD. If the world tries to de-dollarise, then where will they get their dollars from? USD to the moon in that case.