SimpleMan🏴‍☠️

Mark Cuban: You only need to be right one time to change your life forever.

Best videos of muslims praying on street in Gdańsk, Poland last weekend There has been a massive increase in non European migration to Poland in recent years.

We joked that with the new Xbox CEO it would now be the Copilot Box and lo and behold, it’s became the Copilot Box.

John Bolton calls EU's reluctance to get involved in Iran "incorrect." "This is Europe's war."

When everything moves together, it means there is no real liquidity. Everything is simply moving with macro level events. A healthy stock and stock market has mild correlation to the market itself, but not perfect correlation. $GME moving so strongly with the market ETFs means that there is no real liquidity here… It’s all just hedging.

JPMorgan and Goldman Sachs are now offering hedge funds ways to short the $1.8 trillion private credit market. They've assembled baskets of companies with exposure, alt managers, BDCs, and lenders tied to private credit. This isn't speculation. These are structured products designed to bet against an entire sector. Private credit defaults hit a record 9.2% in late 2025. Blackstone's $82 billion flagship credit fund saw $6.5 billion in redemption requests in Q1. BlackRock had to cap withdrawals after requests hit 9.3% of its HPS fund. Morgan Stanley and Cliffwater are also gating redemptions. JPMorgan already started marking down software-related loans in private credit portfolios. When the banks that lend to these funds start cutting the value of the collateral, it forces deleveraging at the worst possible time. US banks have lent nearly $300 billion to private credit providers. The exposure is not contained. Goldman's own data shows hedge funds are "aggressively shorting" financial stocks, the most-sold sector of the year. Financials are down 11% on the S&P. The same banks that helped build the private credit boom are now building the tools to bet against it. If that sounds familiar, it should.

*JPMORGAN, GOLDMAN OFFER HEDGE FUNDS WAY TO SHORT PRIVATE CREDIT $JPM and $GS are reportedly offering ways to short private credit, giving off 2008 GFC vibes They’ve assembled baskets of companies with exposure, including alt managers and BDCs. $OWL and others are fading on the headline