
willclar
12.6K posts


@BreitbartNews The main reason he’s running for Congress is to get the million back
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@ptuomov @verdadcap I propose 100% energy, that worked really well YTD
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THE NEW 60/40 PORTFOLIO
Due to the increased stock/bond correlation, I propose a new 60/40 institutional benchmark portfolio. Instead of being 60% stocks and 40% bonds, the new portfolio is 60% stocks, 60% bonds, and -20% in privates.
The 20% private investments short position is implemented by buying CDS protection on leveraged buyout companies’ covenant-light debt and shorting the private-equity and private-credit manager’s publicly traded stock.
Would have worked YTD!
Corey Hoffstein 🏴☠️@choffstein
so blackrock is making a strong push that the new 60/40 is actually 60% stocks / 20% bonds / 20% alternatives. and how does blackrock want to benchmark it? 60% stocks / 20% bonds / 20% cash. convenient way to generate "alpha" when your alts should do cash + 300bp over time.
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NEW: @SecWar has asked Gen. Randy George, the Army Chief of Staff, to step down.
A covid vaccine injured soldier says Gen. George "ignored" her case until our investigation exposed military records linking her three heart attacks to the mRNA vaccine.
At the age of 24, @StancikKaroline’s heart injuries were so severe she needed a pacemaker.
During the Biden Administration, Stancik was wrongly throw off orders and lost her military medical insurance.
After our investigation, Stancik was finally medically retired and received some back pay.
Stancik says she is still working with the @DeptVetAffairs to resolve her medical debt.
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@DougKass @TheStreetPro Doug, Congress has been daytrading forever on inside information and nobody seems to care
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@thestreetpro
Iran, Insider Trader?
Equities ripped right before the public announcement of a possible drafting of a deal in which Iran and Oman may be establishing protocol to "monitor" the Strait of Hormuz's traffic.
Iran must have joined the ranks of insider traders!
With "everyone" now trading on inside information... what a confidence builder for the markets. (Tongue in cheek!)
@tomkeene @CGasparino @business @guyadami @ScottWapnerCNBC @carlquintanilla @WhitneyTilson @andrewrsorkin @BeckyQuick @pboockvar @SquawkCNBC @CNBCFastMoney @HalftimeReport @Convertbond @gnoble79 @KeithMcCullough @SamofAmerica @HedgeyeDJ @dougkass
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@carlquintanilla Carl, if you watch Trump speech tonight, what makes you think he’s broken?
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@RichardHaass NATO is like the 25 year-old kid living in your basement playing video games and not paying rent. Time for them to figure shit out for themselves.
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After years of telling everybody else how to run the country and months of deliberation, I have a special announcement:
I’m running for President of the United States in 2028.
I am aware of what happened the last time I worked in the White House.
But I do believe I can help guide this country in the right direction.
Join me and help me heal America.
Mooch 2028 🇺🇸
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In a vote earlier today, Italian lawmakers have formally approved to delay the closure of the country's coal-fired power stations until 2038.
Javier Blas@JavierBlas
Italy mulls delaying the closure of all its coal-fired power stations until 2038 (~15 years later than previously expected) ilsole24ore.com/art/bollette-p…
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Imagine throwing a “No Kings” protest after your party refused to hold a primary, coronated Kamala without a single vote, sued to keep RFK Jr. off the ballot, and attempted to remove Trump from state ballots only after your illegal lawfare scheme failed.
If there was a modern day monarchy in America there would only be one party you could point to.
The Democrats.
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The world is truly upside down! The Washington Post has published a brilliant article, written by, get this, a professor! To give you some flavor, here are a few choice lines by @jmurtazashvili:
1) "We are living through the first alt-war: a conflict in which the war fought online and the war fought in reality have diverged so completely that they might as well be happening on different planets. It’s not that people lack information, it’s more that they are constructing an entirely different alternate reality — one that confirms what they already believe."
2) "What worries me more than the fake videos are the people who cannot fathom that this war is going well for the United States, for Israel and maybe even for the long-suffering people of Iran. The strategic picture is more favorable than the online narrative suggests."
3) "Two weeks into the war, I watch otherwise reasonable analysts sprint to catastrophe. Former officials, thinktank scholars, credentialed professionals who are supposed to know how to read a conflict. Within days they had written the obituary: quagmire, overreach, disaster."
4) "The liberal internationalist left and the isolationist right — two camps that have agreed on almost nothing for decades — have suddenly found themselves in lockstep, racing to declare the war a failure before it had barely begun. This is the new blob: not the old foreign-policy establishment that the term originally described but a new amalgamation that has arrived at the same conclusion from opposite directions. Together they are the most powerful engine of the alt-war."
The truth. In the mainstream media. By a professor. And written well. Four things I thought I'd never see again in my lifetime.

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General CQ Brown is a dedicated military officer, combat veteran and was a very effective Chaiman of the Joint Chiefs. Tonight, Trump is purging decades of experience from the highest ranks of our military for no good reason. This is disrespectful to the service and sacrifice of everyone who’s put their life on the line for our country. The military must be above politics.
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BREAKING: Jeff Currie, chief strategy officer at Carlyle Energy Pathways, says that we are going to have a horrific oil shortage in America, due to Trump’s war.
“It’s going to be a real shortage. We’re talking the biggest supply disruption the world has ever seen… This is the biggest disruption of both 1973 and 1979 combined… The physical market is really going to bite sometime in the next couple of weeks… When we look at consumer, you go back to the 70s, people were building fuel tanks in their backyards to be able to supply their automobiles. So this hoarding dynamic, it’s underway.”
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“Tax the rich and they’ll leave,” they say.
They didn’t leave Massachusetts.
And they won’t leave New York.
Tax the rich. Invest in people.
James Medlock@jdcmedlock
How much the MA Millionaire Tax raised vs the most generous possible assumption of how much combined revenue was lost from millionaire movers.
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