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60 posts

Līмª
@o_LimaG
Economist by trade, historian by heart - skeptic by nature
Katılım Kasım 2020
103 Takip Edilen13 Takipçiler

I am back as promised :)
Time to start the $50 → $100,000 challenge
It’s ZERO-RISK, I’ll cover $50 for each participant
Last time it took me about 12 days, will try doing it faster this time
If you want to follow along, comment "Me" below and I’ll send you an invite to the call group
Gonna lock comments in 24 hours

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@JackFarley96 @passedpawn That's just it, national capital is overallocated in bonds and still actively leaving stocks; with recent highs driven all by foreign inflows. It should follow once rates drop equities boom from both real economic gains and relocation from bonds.
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@passedpawn Bull case for Brazilian bonds but if the yields are so high, who wants stocks?
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This is what a pure liquidity donor looks like on Polymarket
A brand new account with zero trading history
His very first move? Dropping $5,000 on a 4¢ "Yes" for a US-Iran ceasefire that expires today
Look at the second slide
Two minutes after clicking buy he is already down 38% (-$1,929)
This isn't just a terrible geopolitical bet
This is a masterclass in horrible execution
He market-bought an illiquid 4% outcome and completely ate the spread
Look at the order book on the third slide
He wiped out the thin liquidity so hard that his position instantly lost a third of its value
Yesterday I showed you a trader who built a $30k bankroll by scraping pennies with strict risk management
Today you are looking at the guy paying for it
Stop market-buying low probability hopium
You are just paying salaries to the market makers



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BREAKING: The IRGC is now charging tolls, with rates starting at $1 per barrel of oil, on ships passing through the Strait of Hormuz, paid in Chinese Yuan or stablecoins, per Bloomberg.
The process includes:
1. To pass, ship operators must first contact an intermediary company linked to the IRGC
2. They then provide their vessel’s ownership, flag, the cargo manifest, destination, crew list, and transponder information
3. The intermediary then passes the file onto the IRGC Navy’s Hormozgan Provincial Command for background checks to ensure no link to the US or Israel
4. Iran has a ranking system of 1 to 5 for nations, with ships from countries that are seen as friendly more likely to get better terms
Once the toll is paid, the IRGC issues a permit code and route instructions for the ship to pass.
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I stayed up all night studying the Strait of Hormuz
Trying to figure out what the situation means for investors
Here's what I found after 12+ hours of intense research:
The blue stuff is called "water" and ships can travel through it much better than the yellow stuff (called "land")
Ships can take oil through water, but not through land.
Wow.

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