FireFox Capital Inc.

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FireFox Capital Inc.

FireFox Capital Inc.

@supercatmy

#SystematicGlobalMacro Hedge Fund (Multi-Strategies) || Family Office || CIO || CMT || Personal Musing Journal ||

Singapore Katılım Nisan 2016
1.3K Takip Edilen4K Takipçiler
FireFox Capital Inc.
FireFox Capital Inc.@supercatmy·
@DerekJGrossman If you think China will be as crazy as Iran when waging war against its Asian neighbourhood, speechless dude...
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Derek J. Grossman
Derek J. Grossman@DerekJGrossman·
I’m now in Singapore, and I just can’t stop thinking about the uncomfortable parallels between here and Dubai. Both are very modern and considered business and tourism friendly. But both are in dangerous neighborhoods, along strategic choke points, whether the Strait of Hormuz or Strait of Malacca. Whoever controls these channels is of utmost importance during crisis or war. Meanwhile, Iran retaliated against UAE for its US military support, and I can’t guarantee China while invading Taiwan wouldn’t do the same against Singapore for its logistical and maintenance support of US military assets.
Derek J. Grossman tweet media
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FireFox Capital Inc.
FireFox Capital Inc.@supercatmy·
Whoever that doubts if Netanyahu is alive or not? Perhaps you wanna factcheck this…
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Financelot
Financelot@FinanceLancelot·
How America is drawn into a conflict with Iran that allows Israel to become a global superpower. Civil unrest, chaos. Rabbi Isser Zalman Weisberg's drastic shift to a Jerusalem-centered world order by October 2027. Series of Events: 1. Political Realignment in the U.S. (2025-2026): Donald Trump, as the "anointed non-Jewish messiah" akin to Cyrus, assumes office and enacts ultra-pro-Israel policies, including full recognition of Israeli sovereignty over the Temple Mount. This could involve U.S. military or diplomatic support to neutralize regional threats (e.g., Iran, as hinted in some prophecies). Domestically, symbolic events like the July 2024 assassination attempt are framed as divine signs of his servitude to Israel. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles. 2. Middle East Conflicts and Resolutions (Mid-2026): Escalating wars (possibly Gog and Magog from Ezekiel) lead to Israel's decisive victories, clearing obstacles on the Temple Mount (e.g., dismantling Al-Aqsa Mosque via conflict or negotiation). Trump facilitates "peace deals" that enable Third Temple construction, fulfilling his role in "redeeming sins" and assisting the Jewish people. Global powers like Iran or Arab nations collapse or submit, allowing ingathering of Jewish exiles. 3. Global Crises and Awakening (Late 2026): Economic collapses, natural disasters, or pandemics (echoing end-times plagues) erode trust in secular institutions like the UN, prompting a "spiritual awakening." Nations recognize America's "true greatness" lies in serving Israel, leading the U.S. to submit first under Trump. This mirrors Daniel's visions of falling kingdoms. 4. Temple Rebuilding and Messiah's Arrival (Early 2027): Rapid construction of the Third Temple on the Mount, with Trump providing aid (e.g., resources or protection). The true Jewish Messiah (Moshiach ben David) reveals himself, assuming leadership in Jerusalem. 5. New World Order Establishment (By October 2027): Dissolution of the current UN; formation of a new alliance in Jerusalem under the Messiah. All nations submit, establishing a "Jewish kingdom over mankind," with universal recognition of Torah laws and Jerusalem as the global center.
Financelot@FinanceLancelot

WATCH: Pete Hegseth questioned about a leaked report outlining plans for National Guard deployment nation wide before April 2026

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Josh Young
Josh Young@JoshYoung·
I don't think it's too late for oil and gas stocks. Many of them are still barely off of their multi-year lows. Trading at huge free cash flow yields and large discounts to their replacement costs. Come see some of my favorites:
Josh Young@JoshYoung

@crashof2026 I've shared 11 ideas on Bison Insights. And I'm heavily discounting subscriptions to enable access to them. bisoninsights.info/subscribe

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Jim Njue
Jim Njue@jimNjue_·
“173 Members of USA Delta Force have been captured by Iran” - George Galloway.
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Elisabeth Eliseeva 🇷🇺 AKHMAT
Alon Mizrahi, an Israeli journalist, one of the most worthy Jews in the world: "We are witnessing history. Iran, to everyone's surprise, is destroying American bases so thoroughly, on such a large scale, and so decisively that the world is not ready for this. In 4 days, Iran has managed to expand its sphere of military dominance in the region. Iran has destroyed the most valuable and expensive military bases, property, and equipment in the entire world. The American bases in Bahrain, Kuwait, Qatar, and Saudi Arabia are among the largest military facilities in the entire world. These facilities have cost trillions of dollars over several decades to build. We are talking about the fact that the bulk of the military spending that has been made over more than 30 years has gone up in smoke. We see radars costing hundreds of millions of dollars each being destroyed in an instant. We see entire military bases being abandoned and burned, looted, and destroyed. And I'm telling you, as far as I know, the U.S. has never suffered such destruction in its entire history, except perhaps for Pearl Harbor, but that was just one attack. No enemy in a conventional war has ever done this to American military forces as Iran is doing right now. It's hard to believe. The military situation is so serious that censorship is blocking almost all new information about this war. If you've noticed, we're getting less and less information every day. Thirty-five years ago, during the first Iraqi war, we were shown endless footage from Iraq. Back then, smart bombs and cameras were a novelty, but every night we were shown night-time footage. Now we hardly see any videos at all. Understand this! Supposedly, this is the world's largest military power, with the world's largest air capabilities, and on the fourth day of the U.S. offensive, supposedly and supposedly breaking through Iranian defenses, we don't see any signs of American dominance in the Iranian sky. Where are all the video recordings of our planes flying over Tehran or any other part of Iran, for that matter? American soldiers can't even dream of setting foot on Iranian soil. And to understand how desperate this war is, on the fourth day you're already hearing the most insane proposals and ideas from the Trump administration. They're proposing sending military escorts for oil tankers leaving the Persian Gulf. What are you even talking about! You want to send American ships into the zone of destruction of thousands of Iranian missiles? NOW no one can get through the Strait of Hormuz. The Iranians have been preparing for this for decades. They're flaunting the idea of arming Kurdish militias to invade Iran. What the hell are you talking about? Have you seen a map of Iran!? It seems the Trump administration has never seen a map of Iran! Do you know how vast it is? What does it mean to invade Iran!? Do you think a militia of 10,000 people could invade Iran!? Or even 50,000? Or 100,000? Iran will swallow them up. The U.S. and Israel have already lost this war. The U.S. and Israel can kill millions of civilians in their homes. They have powerful bombs and can blow up buildings, but they won't win this war. Iran's military infrastructure and weaponry is deep underground all over IRAN. Neither the Americans nor, especially, the Israelis have any chance of reaching any of it. They're in deep shit. They started something they have no chance of finishing. When this all ends, the U.S. will never return to West Asia. There will be no American presence in the Middle East. I'm telling you this now with certainty." t.me/Palestinianspi…
Elisabeth Eliseeva 🇷🇺 AKHMAT tweet media
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FireFox Capital Inc.
FireFox Capital Inc.@supercatmy·
@SamanthaLaDuc It follows that all of the mag7 (minus Apple) should have been getting the similar class action, from the high Capex. driven cause & effect rationale...lol
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TPV Sean
TPV Sean@tpvsean·
🚨 DOJ Files Prove Epstein Paid Erika Kirk To Assassinate Charlie for Israel A bombshell forensic probe just exploded the Charlie Kirk assassination wide open, nailing the precise wire transfer that bankrolled the Provo hit squad. The truth is, Charlie knew Epstein was still alive and blackmailing politicians in the US. And when he suspected his own wife Erika Kirk was involved, and ordered the internal audit, his days were numbered.
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FireFox Capital Inc. retweetledi
Bricktop_NAFO
Bricktop_NAFO@Bricktop_NAFO·
Well that’s awkward
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FireFox Capital Inc. retweetledi
RT
RT@RT_com·
Bondi 'friends with Epstein body box fam running Ukraine children's home'
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Samantha LaDuc
Samantha LaDuc@SamanthaLaDuc·
💯 “investments in Foundation labs, hyperscalers, semi companies, and data centres are effectively dead money. Electrification and metals are critical path inputs with indelible bottlenecks and, in my view, still represent the most resilient and productive methods to capture profits from the hyperscaler sprint.”
Adam Butler@GestaltU

It’s just so obvious to anyone listening to heads of Frontier labs (Amodei, Altman, Hassibis, Sulemaan, etc.) that the pursuit of ASI is an existential, transcendent mission that has nothing to do with profits for the labs. They need to tell stories that promise profits to raise capital to pursue their life’s purpose, but these stories are purely instrumental to their mission. I love this, and believe physical constraints, timing uncertainty, and other frictions will limit progress to a manageable, if profoundly disruptive, pace. But the competition is so fierce and the nature of the technology itself, makes it unambiguously clear to me that the Foundation labs will never make material profits from birthing AGI. It will be their gift to humanity. The consumer surplus will be unimaginably large. But investments in Foundation labs, hyperscalers, semi companies, and data centres are effectively dead money. Electrification and metals are critical path inputs with indelible bottlenecks and, in my view, still represent the most resilient and productive methods to capture profits from the hyperscaler sprint. Not advice but this is how I’d be positioning.

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FireFox Capital Inc. retweetledi
Democratic Wins Media
Democratic Wins Media@DemocraticWins·
BREAKING: Jimmy Kimmel just humiliated Pam Bondi in the best way possible. Wow.
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