Capital Cowboy

829 posts

Capital Cowboy

Capital Cowboy

@TheCapCowboy

Trades

เข้าร่วม Temmuz 2023
180 กำลังติดตาม220 ผู้ติดตาม
Capital Cowboy
Capital Cowboy@TheCapCowboy·
@DeludedVision It's like trash TV, it rots your brain but always good to see the bs people are saying
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Capital Cowboy
Capital Cowboy@TheCapCowboy·
@TradetheMatrix1 Biggest reason diamond prices have crashed is not because it is a luxury item it is because lab grown diamonds have hit critical mass and are gobbling up the market share.
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Trade_the_Matrix
Trade_the_Matrix@TradetheMatrix1·
All luxury items and markets will see significant declines this year. Ferrari stock, diamonds, yachts, watches...assuming the conflict in MidEast remains sticky. When fuel shortages are in, its not the most convenient to drive high liter/per/km car, nor is it to drive a yacht on a trip, nor is it necessity to own diamonds over cash pile for liquidity reasons, etc etc.
Polymarket@Polymarket

BREAKING: The price of diamonds has crashed to its lowest level this century.

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Capital Cowboy
Capital Cowboy@TheCapCowboy·
Crazy how different the candles can be from TV to DAS $RENX Inefficiencies are points of friction and opportunity at the same time.
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Kamala Harris
Kamala Harris@KamalaHarris·
A few thoughts ahead of the President’s speech tonight.
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Capital Cowboy
Capital Cowboy@TheCapCowboy·
Bro, do you have AI write your scripts or something? Crazy how you're an expert and have an opinion on everything. You know it is okay to seriously not know and take that position and to just digest data / info? Chill out on the constant narritative like you know WTF you are talking about all the time.
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THE SHORT BEAR
THE SHORT BEAR@TheShortBear·
The war is about to end. step by step. U.S. officials are openly blaming/distancing from Israel's recent strikes on Iranian oil infrastructure (fuel storage and refineries near Tehran hit in the last few days). Leaks and statements (including Energy Secretary Chris Wright) make clear no U.S. plans to target Iran's oil sector, with Trump framing it as Israel's moves amid "Operation Epic Fury" successes, while U.S. gas prices spike ahead of midterms. -> distancing from the war and creating exit The new Iranian leader was appointed right now: The Assembly of Experts named his son Mojtaba Khamenei (56, hardliner with deep IRGC ties) as Supreme Leader on March 8. This comes amid fuel shortages/blackouts from the oil hits, with regime pushing IRGC loyalty to hold things together under the new leader. -> Trump openly said the Israeli strike on the oil is pushing Iranians back to the regime. This will likely be twisted into the leader being acceptable due to Israel. The target has shifted from total destruction to destroying the nuclear capacities: Early strikes hit command, air defenses, navy, missiles, and oil. Recent ones (last 48-72 hours) focused on nuclear, confirmed hits on covert Minzadehei weapons site, Natanz entrances, Isfahan structures, and SPND/Mojdeh labs, to neuter breakout potential. -> Target narrowed to Nuclear, attacks going straight for them. This will be the propaganda “win”, shifting back to the original plan and reminding people of the successful summer attack. We’ll use the attacks over the last week and reframe them as a win for the safety of the Golf and weakening the regime. France is repositioning its navy (Charles de Gaulle carrier group to Mediterranean, plus European/UK backing) to support secure shipping lanes amid Hormuz threats. Iran says the strait is open but closed to U.S./Israeli-linked ships, others pass at risk, with traffic near standstill and only handfuls crossing recently. -> Iran indicated they would let ships through and the president apologized to the Golf countries. The world is getting ready for the straight to reopen. All of this is pointing towards one thing. Oil is getting out of control (exports disrupted, prices surging, Hormuz chaos), Trump knows he can’t get involved in a major/prolonged war right into midterms, he's signaled Iran is already calling for a deal ("a bit late") and expects wrap-up in weeks. My best guess: We (U.S.) secure or destroy all remaining nuclear storage, enrichment paths, and facilities, declare the program crippled "for the foreseeable future or destroyed", then let Israel enforce it stays gone (overflights, strikes on reconstitution) even as we promise a full U.S.-brokered ceasefire. For this Israel saves face and full blame as the exit is built. Iran keeps its regime (now Mojtaba + IRGC-hardened) but loses the bomb option, with conditional sanctions relief for compliance. Trump claims victory, no boots, no endless war, without midterm damage. Keep in mind the naval and air superiority as well as the decreasing amount of available drones and missiles (both normal and ballistic) which put Iran under major pressure. The pieces are aligning fast, driven by oil pain, leadership change, and nuclear "mission accomplished" optics. Escalation risks linger (Iranian missiles, Gulf threats), but endgame pressure is mounting. This scenario presents Israel with the war mission they require to sustain Bibi’s trajectory, while Trump secures a symbolic victory, and Iran manages to salvage its reputation and retain the IRGC as its leadership. However, I genuinely hope that all parties involved are rational actors in this situation. My primary concern is Israel’s potential to escalate the conflict and manipulate the US in this matter. It is undeniable that Israel played a significant role in this escalation. There is a quick out, will they take it?
The Kobeissi Letter@KobeissiLetter

BREAKING: President Trump says oil prices "will drop rapidly" when the "Iran nuclear threat is over." "A very small price to pay," Trump adds.

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Capital Cowboy รีทวีตแล้ว
*Walter Bloomberg
*Walter Bloomberg@DeItaone·
FED'S POWELL: IT'S VERY HARD TO BUILD GREAT DEMOCRATIC INSTITUTIONS BUT MUCH EASIER TO BRING THEM DOWN
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Capital Cowboy รีทวีตแล้ว
Steve Burns
Steve Burns@SJosephBurns·
"Envy, resentment, revenge, and self-pity are disastrous modes of thought." — Charlie Munger
Steve Burns tweet media
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Capital Cowboy
Capital Cowboy@TheCapCowboy·
@kunal00 Must be having a hard time to convince smart investment banks to buy in. Bring in Canton and Wainwright to teach them a thing or two
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Kunal Desai
Kunal Desai@kunal00·
Feels like a rug pull
The Kobeissi Letter@KobeissiLetter

BREAKING: Elon Musk is planning an unprecedented move for retail investors in the SpaceX IPO: Elon Musk is considering allocating up to 30% of SpaceX’s IPO to retail investors, far above the typical 5% to 10%, per Reuters. Under this plan, @ElonMusk looks to "tap loyal fans" in the upcoming IPO which could exceed $1.75 trillion in valuation. The plan includes a hands-on approach to banks, assigning firms specific roles rather than broad competition. Bank of America is expected to lead US retail distribution, alongside firms like Morgan Stanley and UBS. The biggest IPO in history is prioritizing retail.

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madaz
madaz@madaznfootballr·
LOL and just like that back to ZzzzZzzzZ 😴😴💤💤
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Capital Cowboy
Capital Cowboy@TheCapCowboy·
If $ANNA had a float like $UGRO, we'd be seeing some fireworks
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Capital Cowboy
Capital Cowboy@TheCapCowboy·
Lets see how many people expect $FEED be the next $UGRO tomorrow. Daily setting up the same.
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Capital Cowboy
Capital Cowboy@TheCapCowboy·
@GoshawkTrades Next level. Always finding more ways to exploit the market tho, that's the fun part.
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Goshawk Trades
Goshawk Trades@GoshawkTrades·
You need an insane level of boredom tolerance to run a profitable algo portfolio.
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Capital Cowboy
Capital Cowboy@TheCapCowboy·
The talking heads of SC shorties have gone silent. Pretty crazy. Next time you have edge and the pie is finite, just STFU and make money. Pumping your ego isn't helping your cause. Once volatility calms down in LCs, SCs will come back to life. Hopefully then people learn to quit inviting competition to the game.
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Saeed Ghasseminejad
Saeed Ghasseminejad@SGhasseminejad·
The regime now proudly puts its leader’s image next to Hitler’s. That is why every Nazi sympathizer in the world, including the woke Reich, supports this regime.
Saeed Ghasseminejad tweet media
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taoki
taoki@justalexoki·
think im gonna take a small break from twitter
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𝐁𝐞𝐧 𝐂𝐚𝐡𝐧
Elon has to keep promising increasingly insane and "ambitious" projects because the more grounded in reality, the more he's actually gotta prove it (see: cybercab and optimus) so with something like Terafab, he can now effectively fully move the goalposts so that inevitably when cybercab and optimus don't come close to projected scale or timelines, the Terafab will have effectively bought him enough time to keep the whole thing going. what a big fucking joke
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