ทวีตที่ปักหมุด
There is no greater threat to peace than stupidity.
Book of Dan
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Rebel By Nature 🇺🇸🇬🇧🇦🇺🇨🇦🇳🇿
322 posts
Rebel By Nature 🇺🇸🇬🇧🇦🇺🇨🇦🇳🇿
@ITestThresholds
Clear thinking WANGHAF Groyper, polemicist, and proverbial duck. I calls out bounded rationality where I sees it ... quack.
เข้าร่วม Eylül 2024
56 กำลังติดตาม561 ผู้ติดตาม
@LouMerloni You did fine. Ignore the trolls.
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All good. I had fun. It's better than stealing reports from every reporter in town and claiming them to be yours.
Boston Strong@BostonStrong_34
Lou Merloni has been awful at doing the play by play, where is @MikeMonaco_ ?
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I don’t keep many of my my tweets around but I’ll keep this one around until it is confirmed by psychiatrists:
Trump suffers from Histrionic Personality Disorder; the pattern of behavior from Trump has been obvious for some time.
#psychiatry
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Taxing unrealized gains is the dumbest idea ever proposed; from an accounting perspective alone, it is completely infeasible.
Qasim Rashid, Esq.@QasimRashid
If you can’t tax billionaires and trillionaire because “its unrealized gains until they cash out,” then stop letting them leverage that wealth for loans, as collateral, or as equity. If it’s not real enough to tax, it shouldn’t be real enough to leverage. This is why we say the system is rigged in favor of the super wealthy. Abolish billionaires, tax them out of existence, protect working people.
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@RedSox Too f'ing gay if you ask me. My BoSox from the 70s/80s would never have pulled that shit.
And get rid of the f'ing furry green thing that the HR hitters have to wear; it's an embarrassment.
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As a Binghamton alumnus in the early 80s, I can tell you that we were all proud to be going to school where your father was raised.
Although the Binghamton Greyhound Bus Terminal wasn't the filming location for the Twilight Zone 'Mirror Image' episode, we understood that the terminal was an influence for that episode. And it really did have that vibe when you went there.
One of the best series from television history.
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To those wondering what my dad would have to say about Trump, here’s a clue from the past…
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No idea why a NYC kid, born and raised, became a BoSox and Celtics fanatic before I was 10 years old but I sure have some great memories from the 70s and 80s.
Larry Legend☘️@LarryBirdDaily
42 years ago today, one of the greatest moments in basketball history took place..
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A thoughtful examination at the tensions between Iran and the United States reveals a pattern; Iran is skillfully exploiting Donald Trump’s personality flaws.
Most American voters are unlikely to see the pattern and to learn from it; even so, the situation reminds us about the kind of steady disciplined leadership the United States needs at the top.
Novembers 2026/28 can't come soon enough.
RT@RT_com
Iran-US deal signing 'will NOT be tomorrow' — Iran MFA Spox Baqaei BUT 'possibility of it happening in coming days cannot be ruled out' Adds NO discussion on nuclear issue at this stage x.com/RT_com/status/…
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A main purpose of the U.S. military has been to protect the petro-dollar and SWIFT.
Perhaps when BRICS launches their version of SWIFT, the U.S. military will do *only* what we want it to do, that is to protect the U.S.A. perimeter from foreign attacks/invasion.
The rest of the world can worry about itself; not our business.
World Affairs@World_Affairs11
BREAKING: BRICS countries plan to launch BRICS digital currency very soon to replace the US dollar globally
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Unfortunately, too many American voters are just plain stupid.
Thomas Massie@RepThomasMassie
$500 per vote. That’s what the Israeli lobby spent to beat me, and they still couldn’t do it with factual ads, or even fake ads based on policy. They ran with personal lies and AI videos to convince elderly voters I was sleeping with Ilhan Omar and AOC at the same time.
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@DA_Stockman I had an opportunity to check out China's BYD EV in East Africa in 2025; if/when BYD has access to the U.S. market, Tesla will have to get better or fade away. BYD is a better vehicle.
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......... notwithstanding slumping growth and aggressive competition, ranging from the giant auto industries of China and Japan to the formidable luxury European automakers, Tesla is still trading at this very moment at 305X adjusted free cash flow!
That’s right. Its current market cap of $1.26 trillion dwarfs it adjusted free cash flow of $4.7 billion into a rounding error. And, to be clear, we are not talking about Tesla’s sales multiple or its so-called PE multiple based on Wall Street’s hideously bloated measures of “adjusted” EPS.
Instead, we are talking about the only thing that creates enterprise value and market cap over time: That is, cash flow after all business expenses, interest payments, cash taxes and CapEx have been deducted.
The graph below, obviously, leaves nothing to the imagination. The Tesla cult in the Wall Street casino has driven its market cap (blue line) skyward, from barely $100 billion in 2019 to $1.260 trillion at present—even as its free cash flow has inched along the floorboards of the graph.
If there were ever an example of bottled air speculation, surely it is indicated by the graph below. Tesla valuation is just plain insane because its not actually even based on its free cash flow.
Instead, it stems from an out-of-this-world self-driving vehicle narrative that may or may not come to pass. But if it does it will surely see the entire existing auto industry jumping into the frey by making and leasing vast fleets of self-driving vehicles under existing brands or countless new ones yet to be invented.
Moreover, there is a reason we have based the red line on “adjusted” free cash flow, and that’s because even the meager amounts of cash from operations after CapEx that Tesla has reported over the years were materially flattered by goverment mandated EV credits from its competitors.
Alas, those credits didn’t create value—they simply stole it from the competition at government gunpoint.
Accordingly, since it went public in 2010, Tesla has generated a scant $21.2 billion of reported free cash flow. Yet upwards of $10 billion of that didn’t have anything to do with making cars, and had everything to do with lobbying governments for the helping hand of EV credits.
But now that every automakers has jumped into the EV game, those credits are going the way of the dodo bird in any event.
David Stockman@DA_Stockman
Tulip Bulbs In Geostationary Orbit—The Insanity Of Space X’s $1.7 Trillion Valuation open.substack.com/pub/davidstock…
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@elerianm Pricing a dream peddled by sell-side hucksters!
h/t - Stockman
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The SpaceX IPO will go down in history for an eye-popping combination of reasons—from scale, valuation, and fees to investor allocation, price discovery, key-person risk, and fast-tracked index inclusion.
It also triggers an unprecedented wave of wealth creation, all while currently securing an impressive 26% pop in its first trading session and pulling up the rest of the market with it.
(And, no, I did not participate in the IPO.)
#economy #markets @SpaceX #investing #investors #spacexipo
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Every Zionist is Netanyahu and Netanyahu is every Zionist. Don’t forget it.
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@DA_Stockman Buy 10 shares, get a free tulip bulb.
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Well, here's some math. Starlink is a profitable business with about $11 billion of sales and $3 billion of free cash flow. It might be worth $75 billion at a frisky multiple of 25X free cash flow.
The balance----the space launch business and the AI/data centers in space fantasy----has $7 billion of sales and NEGATIVE -$17 billion of free cash flow. So why is it worth anything, unless you are pricing a dream peddled by sell-side hucksters?!
In short, after trading up to $2 trillion based on $75 billion of tangible Starlink value, where's the remaining $1.925 trillion of it?
This isn't just the classical mania of the crowds. This is sui generis--- mass insanity in a casino that has been giving a lobotomy by three decades of money-printing madness at the Fed and its fellow-traveling central banks around the planet.
Jim Stewartson, Decelerationist 🇨🇦🇺🇦🇺🇸@jimstewartson
For $135 per share of SpaceX, you get 1/13,000,000,000th (One 13-BILLIONTH) of a company that in 2025 received $18,000,000,000 and lost $5,000,000,000 It’s allegedly worth $1,770,000,000,000 Do people not understand arithmetic anymore? Can they not count zeroes? Mass delusion.
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Rebel By Nature 🇺🇸🇬🇧🇦🇺🇨🇦🇳🇿 รีทวีตแล้ว
The U.S. has decided to blow up the debt by spending through the roof. Their target is 50T in debt (remember when Yenta Yellen told us), blow up the $, then move to digital currency.
If the strategy fails, it'll be the worst depression imaginable followed by a bloody revolution.
SilverTrade@silvertrade
🚨The U.S. Treasury Department's $25B auction of 30-year bonds officially came in at a high yield of 5.046%-the first time the 30-year bond yield auction has closed above 5% since August 2007, per FT 💥In August, 2007, total US debt was $8.8 Trillion. That number currently sits at $39 Trillion. 🚨Houston, We Have A Problem... Got Gold & Silver!?
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Rebel By Nature 🇺🇸🇬🇧🇦🇺🇨🇦🇳🇿 รีทวีตแล้ว
@newtgingrich Bullshit. Iran never intended to have a nuclear weapon.
We're a Zionist controlled nation and that's what this illegal war with Iran is about; nothing else.
Your GOP is done for; Gen Z is taking over and America's support for Israel will be done.
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Rebel By Nature 🇺🇸🇬🇧🇦🇺🇨🇦🇳🇿 รีทวีตแล้ว
That major equity indices are moving higher given trends that should have the opposite effect means that a permanent lower standard of living for Americans is now baked in to prices.
Yeah but keep printing and spending magic money; everything will be fine.
The Kobeissi Letter@KobeissiLetter
BREAKING: US CPI inflation is on track to exceed +5.0% as early as this year. Over the last 6 months, CPI inflation has averaged +0.4% on a MoM basis, with March and April readings as high as +0.9% and +0.6%, respectively. If this trend continues, this puts YoY inflation on pace to surge to +5.2% by the November midterms. That would be the highest level since February 2023 and more than double the February 2026 print. Even if monthly inflation prints ease to +0.3%, the YoY inflation rate would still rise to +4.4%, the highest since April 2023. Inflation is back in full swing.
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Rebel By Nature 🇺🇸🇬🇧🇦🇺🇨🇦🇳🇿 รีทวีตแล้ว
Trump is in the final stages of talks with Iran; current stage begins a 10 stage cycle, one every two weeks.
Then will come the final-est stages; details and schedule to be determined later.
*Walter Bloomberg@DeItaone
TRUMP SAYS US IN 'FINAL STAGES' OF TALKS WITH IRAN: POOL REPORT
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If this is done in Ethiopia, there will be a surge of prosperity in that underutilized nation.
#Ethiopia
@AbiyAhmedAli
Rebel By Nature 🇺🇸🇬🇧🇦🇺🇨🇦🇳🇿@ITestThresholds
Former Indian Prime Minister Manmohan Singh (an Economist) understood this well. His micro-loan (to individuals across India) strategy let many millions of poor Indians rise out of poverty by opening small businesses with said loans.
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