papabean

Let me explain what just happened 👇 5 minutes before the President announced a halt to attacks on Iran… someone placed a $1.5 BILLION bet on stocks going up and dumped $192 million in oil. 5 minutes… These trades were 4 to 6 times larger than anything else in the entire market. Whoever did this wasn’t guessing. You don’t risk $1.5 billion on a hunch. There was zero public indication this announcement was coming. No leaks. No press. Nothing. The only people who knew were in the room when the decision was made. Someone in that room picked up a phone. And within minutes they made more money than most Americans will earn in a thousand lifetimes. In a single trade. On a war that cost you $4+ a gallon gas and $16 billion in tax dollars. American citizens funded this war. Politicians are profiting from it. This is not the first time. Every major announcement from this administration has had massive suspicious trades right before it dropped. Tariff reversals. Policy shifts. War decisions. This is the most blatant insider trading operation in the history of American politics. It’s not even close. And it’s happening over and over in broad daylight. You would go to federal prison for trading on a tip from your cousin. These people are front running war decisions with billion dollar bets and nobody will ever ask a single question. Nobody will be investigated. Nobody will be charged. By tomorrow this will be buried under the next satisfying headline. Just like last time. And the time before that. The game is rigged. And they’re not even trying to hide it anymore…

@20th_Centurygal Pat Metheny Group - Travels

Name one album that’s perfect from start to finish. No skips. No filler. Just pure greatness...🎶🎸

@michaeljburry Those who get to write the rules win the game. Wouldn’t you prefer a nice game of chess…

we officially have the FASTEST telegram bot for copy trading on @Polymarket with the ability to: → set stop loss and take profit → choose between % or $ buy mode per wallet → set min and max buy values per trade per wallet → set max spend per day per wallet → set custom slippage per wallet → set custom buy size trigger per wallet insanely proud of our team @TradeOnsight more to come soon

@gnoble79 Criminal

This is the most SHAMELESS structural manipulation of a major index I've ever seen. SpaceX is preparing what could be the largest IPO in history. Target valuation: $1.75 trillion. That would make it the sixth-largest company in America on day one. And Nasdaq wants the listing so badly they're literally CHANGING how the Nasdaq-100 works. In February, Nasdaq published a "consultation" proposing sweeping changes to how companies enter the index. The timing is pure coincidence, of course. Just like it's pure coincidence that SpaceX has reportedly made fast index inclusion a CONDITION of listing on Nasdaq. Here's what they're proposing: A new "Fast Entry" rule would let any newly listed company whose market cap ranks in the top 40 of current Nasdaq-100 members get added to the index after just 15 trading days. No seasoning period. No liquidity requirements. Completely exempt from the standards every other company had to meet. Currently, new public companies typically wait up to a year before they're eligible for major index inclusion. That waiting period exists for a reason. It lets the market establish real price discovery. It protects passive investors from being forced into untested, illiquid stocks. And Nasdaq wants to throw all of that out. For ONE listing. But the Fast Entry rule isn't even the worst part... The real scandal is the 5x float multiplier. Right now, the S&P 500 uses a free-float adjusted methodology. If only 5% of a company's shares are available for public trading, the index weights you at 5% of total market cap. That's common sense. You weight a company based on what investors can actually buy. Nasdaq's current methodology already uses total market cap rather than free-float for weighting. But for very low-float stocks, they at least had a 10% minimum float threshold. Under the new proposal, that threshold DISAPPEARS entirely. Instead, any stock with less than 20% free float gets weighted at FIVE TIMES its actual float percentage, capped at 100%. Do the math on SpaceX: If SpaceX IPOs at $1.75 trillion and floats 5% of its shares, there would be roughly $87.5 billion worth of stock available for public trading. Under Nasdaq's proposed 5x multiplier, the index would weight SpaceX at 25% of its total market cap. That means passive funds would be forced to buy as if SpaceX were a $437.5 billion company. But only $87.5 billion of stock actually exists in the market. You are forcing hundreds of billions in passive buying into a $87.5 billion float. QQQ alone manages nearly $400 billion. The total Nasdaq-100 ecosystem represents over $1.4 trillion in exposure across ETFs, mutual funds, structured notes, and derivatives. Every single passive vehicle tracking this index would be REQUIRED to buy SpaceX at whatever price the market dictates. On Day 15. With zero price discovery. Zero track record as a public company. And a float so thin you could read through it. So what this actually does is it creates a structural wealth transfer mechanism. The passive bid from index funds pushes the stock price higher. That higher price benefits exactly one group of people: the insiders and early investors who own the other 95% of the shares. And when lock-up periods expire 90 to 180 days later? Those insiders sell into the artificially inflated passive bid. Your 401(k) is the exit liquidity. This is the fundamental corruption of indexing. Indexing used to be brilliant. Low cost. Efficient. You were free-riding on the price discovery done by active managers. The index reflected the market. Now the index IS the market. Trillions of dollars flow blindly into whatever the index tells them to buy. And the people who control the index methodology are changing the rules to serve the interests of a single IPO candidate. The S&P 500 requires companies to have at least 50% of shares available for public trading. It requires 6 to 12 months of seasoning. It uses free-float adjusted weighting so passive investors aren't buying phantom liquidity. Nasdaq is doing the exact opposite. 15 days. No float requirement. 5x multiplier on insider-held shares. Every passive investor in QQQ, QQQM, and every fund benchmarked to the Nasdaq-100 should understand what's about to happen: The rules are being rewritten to benefit IPO issuers and early-stage insiders, and your capital is the tool being USED to enrich them. 45 years in this business and I've watched Wall Street find creative new ways to separate retail investors from their money in every cycle. But usually they at least try to be subtle about it. This one they put in a PDF and called it a "consultation." What's your take?

@acollnft Ok, but I want it back on November 19

happy international women’s day go send every woman you know $100 right now

PARAPROSDOKIANS: (Winston Churchill loved them.) I had to look up "paraprosdokian".? Here is the definition: "Figure of speech in which the latter part of a sentence or phrase is surprising or unexpected; frequently used in a humorous situation."?? "Where there's a will, I want to be in it," is a type of paraprosdokian. 1. Do not argue with an idiot. He will drag you down to his level and beat you with experience. 2. The last thing I want to do is hurt you. But it's still on my list. 3. Light travels faster than sound. This is why some people appear bright until you hear them speak. 4. If I agreed with you, we'd both be wrong. 5. We never really grow up, we only learn how to act in public. 6. War does not determine who is right - only who is left. 7. Knowledge is knowing a tomato is a fruit. Wisdom is not putting it in a fruit salad. 8. Evening news is where they begin with 'Good Evening,' and then proceed to tell you why it isn't. 9. To steal ideas from one person is plagiarism. To steal from many is research. 10. A bus station is where a bus stops. A train station is where a train stops. On my desk, I have a work station. 11. I thought I wanted a career. Turns out I just wanted paychecks. 12. Whenever I fill out an application, in the part that says, 'In case of emergency, notify:' I put 'DOCTOR.' 13. I didn't say it was your fault, I said I was blaming you. 14. Women will never be equal to men until they can walk down the street with a bald head and a beer gut, and still think they are sexy. 15. Behind every successful man is his woman. Behind the fall of a successful man is usually another woman. 16. A clear conscience is the sign of a fuzzy memory. 17. You do not need a parachute to skydive. You only need a parachute to skydive twice. 18. Money can't buy happiness, but it sure makes misery easier to live with. 19. There's a fine line between cuddling and holding someone down so they can't get away. 20. I used to be indecisive. Now I'm not so sure. 21. You're never too old to learn something stupid. 22. To be sure of hitting the target, shoot first and call whatever you hit the target. 23. Nostalgia isn't what it used to be. 24. Change is inevitable, except from a vending machine. 25. Going to church doesn't make you a Christian any more than standing in a garage makes you a car. 26. Where there's a will, there's relatives.

@MsMelChen …so does this include a reference to China’s timing RE: Taiwan?

Seeing a plethora of low IQ “Israel FORCED the US into war” takes. Xi thanks you for helping to unwittingly launder CCP propaganda btw. The US strikes come down to Iran and China having engineered a mathematically unwinnable war of attrition for any purely defensive strategy. In other words, they can replace missiles faster than the US can replace the interceptors needed to stop them. Secretary of State Marco Rubio stated this week that Iran is now producing over 100 ballistic missiles per month, while the US can manufacture only 6–7 relevant ballistic-missile interceptors per month (the high-end systems actually capable of reliably knocking down Iran’s advanced threats). Even the broader Patriot PAC-3 MSE line is only at ~45 per month today and THAAD/SM-3 production is even tighter at under 10 per month before emergency surges. Surely you can see how this is a giant problem. And what is China doing? China is deliberately supercharging this imbalance. Beijing has been caught shipping dual-use propellant ingredients, planetary mixers, and components that let Iran rebuild its munitions factories at breakneck speed. Reuters released a report on Feb 24 revealing that Iran was days from sealing a deal with China for CM-302 supersonic anti-ship missiles capable of evading defenses, sinking US carriers / destroyers from a distance of 290 km, which turns the Strait of Hormuz into a lethal kill zone. If this doesn't strike you as a red line that should galvanize action now rather than later, then you are unable to handle the reality of geopolitical survival. Why is China doing this? Because a cheap, endless Iranian missile barrage that forces the US to expend $4-million interceptors against $20K Shaheds (or $200K ballistic missiles) is Beijing’s perfect trap - keep America’s navy, aircraft and industrial base tied down in the Middle East burning through stockpiles. Basically, keep America busy and out of the West Pacific. The imminent arrival of a Chinese-backed “gamechanger” would have rendered America’s naval supremacy obsolete and provide an anti-access shield over the Gulf, Iranian nuclear sites, and every proxy from Hezbollah to the Houthis. This is why the Gulf States are also aligned with US action. The US needed to restore deterrence against a regime racing toward nukes, and send an unmistakable message that the United States will never cede the Gulf to a Sino-Iranian nightmare. I highly recommend listening to the latest episode of @triggerpod and @havivrettiggur. These guys provide the best analysis of the situation.

@MsMelChen And I thought I was up on the news…

@justinamash True. …and?

The paid grifters, partisan hacks, and bots are out in force—misleading people about the Constitution and the law—to defend Trump’s unconstitutional war. Here’s an important Iran war PSA: Contrary to what you may have heard about the War Powers Resolution (50 U.S.C. §§ 1541–1550), it does not allow the president to take military action for any reason for 60–90 days without congressional approval so long as the president notifies Congress within 48 hours. Section 1541(c) of the War Powers Resolution states clearly: “The constitutional powers of the President as Commander-in-Chief to introduce United States Armed Forces into hostilities, or into situations where imminent involvement in hostilities is clearly indicated by the circumstances, are exercised only pursuant to (1) a declaration of war, (2) specific statutory authorization, or (3) a national emergency created by attack upon the United States, its territories or possessions, or its armed forces.” Of the three cited authorities, not one indicates a presidential power to take unilateral (without Congress’s approval) offensive military action. The first two authorities allow the president to take offensive military action but only with Congress’s express approval (Article I of the Constitution grants Congress the exclusive power to declare war). The third authority allows the president to take defensive military action without Congress’s approval in the event of a specific type of national emergency, a sudden unforeseen attack on the United States (happening too quickly for Congress to meet) necessitating immediate action to protect Americans. It’s for this last situation (or for situations in which the president introduces forces into hostilities unlawfully) that the War Powers Resolution provides for the oft-mentioned 48-hour report to Congress (§ 1543) and 60-day (up to 90-day) timeline (§ 1544). If there’s an attack in progress on the United States (i.e., currently happening), we expect the president to respond swiftly to neutralize the attack and protect Americans—and then we will hold the president to account. The Framers of the Constitution agreed at the debates in the federal convention of 1787 that the president should have the “power to repel sudden attacks” but not the power to otherwise introduce forces into hostilities without congressional approval. The War Powers Resolution does not confer any new authority on the president to take offensive military action without congressional approval—nor could it under our Constitution. It instead checks the president when, as the Framers contemplated, the president introduces our Armed Forces into hostilities to repel a sudden attack. The fact that previous presidents have violated both the Constitution and the War Powers Resolution does not—and cannot—change the law or make any present military action lawful.

@PeterSchiff Yea, right…that’s gonna happen. Oh, and too late for authorization now.

The United States is now at war with Iran. However, the U.S. Constitution clearly empowers Congress with the exclusive authority to declare war. If this war is truly just, Trump is legally required to seek congressional authorization before waging it.

@shanaka86 The first paragraph starts with reporting the US headquarters in Bahrain was hit.? Later, no American losses? Huh?

Iran just fired missiles at five countries simultaneously. Here is what actually happened to each of them. Bahrain. Confirmed hit on the US Navy Fifth Fleet headquarters. Bahrain’s own state news agency reported the strike. No casualty figures released yet. This is the command center for every American naval operation in the Persian Gulf. It was struck. UAE. Multiple missiles intercepted by Emirati air defenses. One civilian killed in Abu Dhabi from falling debris. The UAE defense ministry confirmed the intercepts. The Emirates just absorbed an act of war on its sovereign territory from a country it shares a maritime border with. Qatar. Missile intercepted. Zero damage. The Qatari Interior Ministry confirmed. The same country Iran just attacked is the country that hosted Al Udeid for twenty years as a gesture of regional balance. That balance ended this morning. Kuwait. KUNA state news agency confirmed missiles were “dealt with” in Kuwaiti airspace. No reported damage. Kuwait, which stayed neutral through every Gulf crisis since 1991, just had Iranian ballistic missiles flying over its cities. Jordan. Two Iranian ballistic missiles shot down by Jordanian military. Confirmed by the Jordanian armed forces directly. Jordan intercepted Iranian missiles in June 2025 as well. That was in defense of Israel. This time Iran targeted Jordan itself. Saudi Arabia. Fars News claims strikes. No confirmation from any Saudi source. No Tier 1 or Tier 2 verification. Either it did not happen or Riyadh is not yet ready to say it did. Both possibilities carry enormous implications. Now understand what Iran just accomplished strategically. In attempting to retaliate against Israel and America, the IRGC fired missiles at six sovereign nations in a single morning. Not one of those nations attacked Iran. Bahrain did not bomb Tehran. The UAE did not launch strikes on Isfahan. Qatar hosted diplomatic back channels. Kuwait maintained neutrality for three decades. Jordan was mediating. Iran just converted every neutral and semi-neutral state in the Gulf into a potential co-belligerent. Every nation whose airspace was violated, whose civilians were killed, whose sovereignty was breached now has legal and political justification to join whatever coalition forms next. And the damage tells the real story. One civilian dead from debris. Intercepts across four countries. No confirmed destruction of any US military asset. No reported American casualties among 40,000 troops in theater. Iran fired at the entire Gulf and the Gulf caught almost everything. Compare this to what Israel did to Tehran this morning. Precision strikes on the IRGC Intelligence Directorate. Explosions near the Supreme Leader’s office. Three detonations in central Tehran confirmed by Iranian state media itself. One side hit what it aimed at. The other side hit one civilian with debris. This is the asymmetry that will define the next 72 hours. Iran demonstrated intent to strike everywhere and capability to hit almost nothing. The Gulf states demonstrated they can defend themselves. And now those states must decide whether the country that just fired ballistic missiles across their borders gets to do it again. They will not let it happen again. Watch for the joint statement. Watch for airspace coordination between Riyadh, Abu Dhabi, Manama, and Kuwait City. Watch for the coalition that Iran just built against itself with a single salvo. Iran did not retaliate against Israel this morning. Iran gave every country in the Middle East a reason to retaliate against Iran.

@acollnft Nothing’s free…

delete all chats unsubscribe delete account 👍

@ryancohen Confessions of an Economic Hit Man…

The Hollow Men American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider. By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants. These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition. In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken. Today, we have severed that link. We have rigged the game so that heads, the Insider wins; tails, the shareholder loses. If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived. This looting starts in the boardroom. We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year. Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor. And for what? Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love. They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders. And what happens when these boards hire executives who also have no personal capital at risk? We get the Delegation Economy. When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know. This is not management. It is intellectual money laundering. They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake. While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us. If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag. The time for polite governance is over. If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.

i'm in tears 😭

@KobeissiLetter FOMO

Retail investors are piling into the silver market: The largest physical-backed silver ETF's, $SLV, holdings are up to 16,390 tonnes, the highest since July 2022. Total silver held by the fund has risen +3,000 tonnes since February. By comparison, the February 2021 peak was 20,819 tonnes, during a period of extreme retail interest in silver ETFs fueled by WallStreetBets. Overall, total known ETF holdings of silver stand at 24,551 tonnes, the highest since June 2022, after rising +4,933 tonnes since February. Retail demand for silver is accelerating.

@mcuban Didn’t you hear about K Street. It’ll never happen…

If you are a non profit healthcare provider, you should be required to make every general ledger entry public, in a readable format , for anyone to analyze

@FabrizioRomano Time will tell…we”” know soon!

🚨 BREAKING: Mo Salah, recalled to the Liverpool squad for the game against Brighton at Anfield. 🇪🇬

@Moodzulu @alexwg As stated…”We are reinventing the transistor to save the grid. Unconventional AI has raised $475 million to build analog computers that rival the human brain's 20-watt efficiency, betting that the future of compute isn't digital.” Same as it ever was…

Alex, the convergence you’re describing — neural networks collapsing into shared low-dimensional subspaces — is the clearest evidence yet that intelligence has a natural geometry, not just an engineered one. And it’s striking how closely this mirrors what Mother Nature has always done: •mycelial networks •leaf-vein tessellations •morphogenesis •resonant standing-wave patterning •zero-boundary field dynamics All emerge from the same principle: complexity collapses into coherence when the underlying geometry is right. The industry is racing to scale compute, reinvent transistors, push analog AI, and lift data centres into orbit. But if intelligence truly converges toward a universal “shape,” then the real frontier is understanding that shape — not merely accelerating toward it. Because if the geometry of intelligence is resonant rather than mechanical, coherent rather than extractive, then the next paradigm won’t depend on ever-larger power plants. It will depend on a new mathematics of coherence — the same mathematics Nature has used since the first cell. The simulation isn’t terraforming the map. It’s rediscovering the geometry that built the territory. #CleoAbram

@SantiagoAuFund It’s the end

Daylight Saving Time