Sam

@Ross__Hendricks @TylerHeasley Little thing called the contango

@TylerHeasley Just own the wheat itself ZW futures

No one owns enough wheat

@kbo_coyote @endless_frank Is that number sourced?

@endless_frank You don't believe in politicians that enrich themselves... Yet, you state you voted for Trump and remain in total suppor for a man who has monetized the presidency to the tune of $1.4b for his family an organization in this one past year alone.

I’m really sick of this shit. I’m a total Trump supporter. Never voted against him. For 6 months now, markets get fucking destroyed on every attempt to rally 1%. I understand that Iran was and is a threat and we need to do what’s right for humanity by neutralizing that threat, but I’m sick of this insider shit. Some large cohort of insiders knew for 6 months what was coming and sold every single fucking rally since. This is not a market, it’s a 3rd world casino and I’m really fucking tired of it. My vote will not EVER be for a democrat. I don’t believe in open borders to criminals, I don’t believe in shoving the LGBTQ flag and transgender’ism in anyone’s faces and I don’t believe in crooked politicians that enrich themselves through fraud LLC’s and NGO’s, but I also don’t believe in is this bullshit that I’m witnessing in markets. Everything is a complete fucking fraud and maybe @TuckerCarlson has a point. The American way has lost itself. There are frauds literally everywhere on both sides of the isle and it’s destroying this country inside out.

@gothburz @VolunteerCat The last sentence is the disheartening piece of it all.

@VolunteerCat The appetit is $1.5 billion. The seasoning is regulatory capture. The presentation is bipartisan.

I placed $1.5 billion in futures at 6:50 AM. Fourteen minutes before President Trump's Truth Social post. That's generous. Usually, I get five. The S&P was barely breathing. Premarket Monday. The kind of quiet where a single order echoes through the entire book. I bought $1.5 billion in futures. The index moved 0.3% on my entry alone. That's how thin the market was. That's how empty the room was. At the same time, I shorted $192 million in crude oil. Then I sat there. Three screens. One coffee. The futures blinking green on the left, the oil contract bleeding red on the right, and in the center, a Truth Social feed set to refresh every four seconds. Fourteen minutes is a long time when you know what's coming. Not because I was nervous. Because I was early. At 7:04 AM, the president posted. Productive discussions. Five-day halt on strikes. Peace talks with Iran. S&P jumped 2.5%. Oil cratered 6%. My position gained $60 million before most Americans' alarm clocks went off. Good morning. Iran later denied that the talks ever happened. Called it fake news. The speaker of their parliament accused the president of manipulating financial markets. The talks might not be real. The sixty million dollars is. The analytics accounts flagged it within the hour. "Unusual activity." "Orders 4-6x larger than anything else trading at the time." That's their word for it. Unusual. My word for it is Tuesday. They always flag it. That's their function. Flagging is not investigating. Flagging is the system's way of noting that it saw something, documenting that it will do nothing, and calling that process oversight. The actual investigation is conducted by the CFTC. The CFTC has one commissioner. Out of five seats. One. The other four chairs are empty. Not vacant. Emptied. There is a difference. Vacant means nobody applied. Emptied means somebody decided the body responsible for policing futures markets should not have enough members to hold a vote. That's not negligence. That's architecture. You know what we call this pattern on the desk? TACO. Trump Always Chickens Out. Escalate on Friday, capitulate on Monday, and extract in the window between the decision and the post. It's so reliable, we named it. We have a private Slack channel. #taco-tuesday. It updates automatically when Truth Social pushes a new geopolitical keyword. We don't teach it as insider trading. We teach it as a market structure. New analysts learn it in their first week. By the second week, they stop flinching. The phone rang at 6:47 AM. Three minutes before I entered the position. The call lasted ninety seconds. Ninety seconds of context. $60 million of outcome. You call that insider trading. I understand why. Insider trading is the word you learned. It's the crime from the movies. The whispered merger at a cocktail party. Four hundred shares of a mid-cap pharmaceutical. That gets prosecuted. That's the version of this crime the system was built to catch. What I do is different. I place $1.5 billion against a war decision made in a room I have the phone number to. On a platform overseen by a commission with one member. In a market where the president's social media account is the most powerful price-setting mechanism on earth. That's not insider trading. That's infrastructure. You would go to federal prison for trading on a tip from your brother-in-law. I made $60 million trading on a war. The difference is not the crime. The difference is the decimal point. Americans paid for this war with four-dollar gas and sixteen billion in taxes. I paid for a phone call. We are not in the same economy. Last month, $529 million was wagered on Polymarket's Iran strikes market. Six accounts pocketed $1.2 million. Deposited funds the same day. Hours before the bombs fell. One account cleared $553,000 at 17% odds, seventy-one minutes before public confirmation. He has not placed another bet since. The president's son sits on Polymarket's advisory board. Two federal investigations into the platform were quietly dropped this year. Twelve government officials sold stocks in the weeks before the tariff crash. All of them reported the sales after the deadline. Nobody calls any of that insider trading. They call it prediction markets. Delayed disclosures. Portfolio rebalancing. I call it the junior varsity version of what I do with futures. An Oxford law professor called it the most far-reaching securities fraud in history. We call it the window. Tomorrow, this will be gone. Buried under a new tariff. A new ultimatum. A new TACO. Next Monday at 6:50 AM, I will be here again. Coffee. Three screens. The phone. The ninety-second call. The fourteen-minute window. The game isn't rigged. Rigged implies something broke. Nothing broke. Every component is functioning exactly as specified. The one-member commission. The anonymous platforms. The four-second refresh on the Truth Social feed. The phone that rings at 6:47. I didn't exploit a flaw in the system. I am the system.

@RockBtmEntries That’s not bullish divergence.

Wheat is breaking out of a base formed in the 1970s. That’s a 50+ year setup. Food inflation may become the #1 macro story of the next decade.

@vtchakarova Why can’t new supply be created at >$100/bl offsetting Hormuz?

@4AnimalsGoVegan @kenklippenstein @chiproytx ?

House votes 357-65 to block release of congressional sexual misconduct and harassment reports nbcnews.com/politics/congr…

@data_atx He just lost

This is democrat nominee for TX senator, James Talarico, giving his first sermon It was a speech on why God supports abortion But before he began, he gave this disclaimer about how he knows trans people need abortions too so to not take his use of the word 'woman' as exhaustive

@centralNRL @sportsbetcomau Buzzy!

😂😂😂 brilliant by @sportsbetcomau

@spectatorindex Did he go to the dentist?

MOJTABA KHAMENEI Senior Israeli officials have assessed that Iran will announce Khamenei's son Mojtaba as his successor, according to Israel's Ynet news. Meanwhile, Iran International reports that he has already been elected leader 'under pressure from the Revolutionary Guards'.

@beinsports_FR Who knew Trent Robinson could speak French!

🏉 A l'occasion de la reprise de la NRL sur beIN SPORTS, Laurent Bidot et Florent Dulin se sont rendus en Australie, à Sydney, pour pour partir à la rencontre des neuf clubs de NRL basés dans la Cité d'Émeraude !

@NicholasLeggett @rugbyphilosophy Ah I think NRL might have something to say in the Pacific.

@rugbyphilosophy Good points, but it's rugby union that is growing not League. Georgia Spain and Portugal are closing in on Scotland and Wales in Europe. Belgium Holland Germany Poland's massive development. South America is also growing fast. US over a million players is now second biggest.

Rugby League is more marketable than Rugby Union. But it’s not because of scrums. With all this talk about "depowering" scrums to "save" the game, we need to have an honest conversation about what actually makes rugby marketable. Let’s be real. Rugby League is objectively more marketable to a global audience. It’s streamlined. It’s high-speed. There is zero nuance. You run, you get tackled, you stand up, you do it 5 more times. You turn the ball over. A few years back took some American family members to Eden Park to watch the Blues vs the Stormers. If you thought they'd like the tries, the wide passes, the highlight reels, well then you (like me) were wrong. They spent the entire first half staring at Eben Etzebeth. They watched two 130kg men grab another 120kg man by the hem of his shorts and launch him into the air to catch a ball. They couldn't believe it. To an outsider, a lineout isn't "dead time" it’s a hook, an attraction, a moment that sets our game apart from the rest. When it came to scrums, they didn't care about "binding" or "hinging." They didn't even care about the number of resets. They were simply mesmerised by 8 absolute units pushing with all their might against 8 more. Men with thighs the size of an ordinary human's entire body, contorting themselves into some sort of human tank and smashing themselves into the other forward pack. And finally, my family was baffled by the "hooligan's game played by gentlemen" culture of rugby. They saw 23 guys spend 80 minutes trying to physically destroy each other, only to hug and sit down for a beer afterwards. No trash talk. No "look at me" celebrations. Just a handshake and a "thanks, sir" to the ref. Rugby shouldn't try to compete with League on "simplicity." We will lose. Instead, we should market what sets us apart. Market the fact that we lift giants into the air. Market the 200kg squats. Market the fact that we have 1 tonne of human muscle machine pushing against another tonne. And market the fact when all is said and done, our heros shake hands, drink beer, and hang out with each other's families. These are the moments that decides the fate of nations. These are the moments that make our game like no other.

@ManNorven2408 @rugbyphilosophy As a huge NRL fan who has played both codes, rugby has too many penalties, too slow and pedantic for any new audience. Rugby can differentiate itself from NRL by more attacking play, less kicking, and refs keeping their whistle in their pocket.

@rugbyphilosophy It’s the penalties that kill Union. No one wants to see games decided by penalty goals. Reduce them from 3 points to 1. Everything you mentioned is correct but no one likes seeing minor infringements stopping the game for minutes while a kicker slots a penalty from 60m

@thebeardedancap @Andylanger There are two man made surf facilities coming

@Andylanger Where's bro going surfing at?

This is gross and it’s exactly how these people see our city now. No live music. No food. No art. No theater. No museums or libraries. Ugh.

@JulesCalella @NicHulscher There is no GMO wheat grown in the US in any commercial quantities. Could glyphosate come from residual amounts in the soil from other rotational crops?

@NicHulscher I thought we already knew this since glyphosate is applied so close to harvest as part of the desiccation process. I suppose if a government agency is saying this, the mainstream news sources are going to have to report on it, and people won’t dismiss it as woo woo science.

The Florida Department of Health just found that your favorite bread is laced with carcinogenic glyphosate.

@TJRyska @DaveRogenmoser Yeah and The Hills sucks

@arakoon88 @DaveRogenmoser Well, for one thing, almost all the clubs I’m in have a minimum membership fee of at least $100,000.

BIG things brewing in Austin My dad and grandpa taught me golf on $25 munis. Rock hard greens. Worn-out range balls. Hot dog at the turn. For years I thought the point was to get "good". Break 80. Stop slicing. Took me 20 years to realize what golf actually is... It’s about the people next to you. The hours with your dad no one can interrupt. Laughing about your buddy 3-putting from 5 feet. The pint of Guinness after the round. Golf, above all, is about the joy of being with others. So I'm saying goodbye to building tech unicorns... ...and building a new kind of golf club in Austin, TX. Introducing The Mackenzie Club. The world's greatest upscale private indoor golf & social club. ⛳ 8 TrackMan simulators (120+ world courses, year-round) 🍽️ Full restaurant & craft cocktail bar 💪 Golf fitness & performance training 🧖 Sauna, steam room, cold plunge 🌅 Outdoor terraces with Hill Country sunsets 🏌️ Puttview Putting lab 💼 Executive offices and workspaces 🤝 A curated membership of people who love this game Not a sim bar. Not a $150K country club. A place for people who take golf seriously, and don’t take themselves too seriously. A place that feels like coming home. Opening late 2026 in West Lake Hills, Austin Send this to your golf nut friend. Waitlist link in the first comment.

@Ronnie_Snyder @the_auburncreed So there are two cohorts of potential customers; a) networking social climber types, and b) serious golfers who want to drill down on spin rates…etc. For a guy who plays with his buddies, lives in the south or TX like me, and is happy to shoot 80-85, this is not for them.

@the_auburncreed I belonged to a private indoor facility like this here in Nashville. This one in Austin has a few more amenities, but similar. Depending on the pricing, it's 100% worth it if you're a serious golfer. I practice way more on a Trackman than I do on a range. All about the data.

Am I the only one who thinks these golf simulators are a complete fad and investing in one of them is basically lighting your money on fire?

@DaveRogenmoser Why would you join this when you can just join a club? Weather doesn’t stop golf in ATX except for maybe 2-3 weeks annually.

Join the waitlist to follow along mackenzieclub.com

@JeffEinspahr @thevraa @pcriley If ERCOT has winterizedNG capacity, then you have less overall outage risk so spending $40-60k on a generator or 2X25kwh lithium batteries is less urgent. But Base Energy is an interesting proposition. Cheap install, slightly higher cost vs utility but with backup and term lease.

@thevraa @pcriley Google Base Energy. I’m pretty sure they’re only operating in Texas right now.

Some serious learnings for ERCOT battery operators during this Winter storm. Seems like a lot were sitting on the sidelines at $2,000/MWh prices only to empty the clip this morning at $300/MWh

@Schwalm5132 @camhigby We have reached the stage where the two political parties are engaged via proxies in kinetic conflict. One party is attempting to enforce the law. The other is in an existential battle to retain the ability to import voters which then maintains their state looting kleptocracy.

As a former Special Forces Warrant Officer with multiple rotations running counterinsurgency ops—both hunting insurgents and trying to separate them from sympathetic populations—I’ve seen organized resistance up close. From Anbar to Helmand, the pattern is familiar: spotters, cutouts, dead drops (or modern equivalents), disciplined comms, role specialization, and a willingness to absorb casualties while bleeding the stronger force slowly. What’s unfolding in Minneapolis right now isn’t “protest.” It’s low-level insurgency infrastructure, built by people who’ve clearly studied the playbook. Signal groups at 1,000-member cap per zone. Dedicated roles: mobile chasers, plate checkers logging vehicle data into shared databases, 24/7 dispatch nodes vectoring assets, SALUTE-style reporting (Size, Activity, Location, Unit, Time, Equipment) on suspected federal vehicles. Daily chat rotations and timed deletions to frustrate forensic recovery. Vetting processes for new joiners. Mutual aid from sympathetic locals (teachers providing cover, possible PD tip-offs on license plate lookups). Home-base coordination points. Rapid escalation from observation to physical obstruction—or worse. This isn’t spontaneous outrage. This is C2 (command and control) with redundancy, OPSEC hygiene, and task organization that would make a SF team sergeant nod in recognition. Replace “ICE agents” with “occupying coalition forces” and the structure maps almost 1:1 to early-stage urban cells we hunted in the mid-2000s. The most sobering part? It’s domestic. Funded, trained (somewhere), and directed by people who live in the same country they’re trying to paralyze law enforcement in. When your own citizens build and operate this level of parallel intelligence and rapid-response network against federal officers—complete with doxxing, vehicle pursuits, and harassment that’s already turned lethal—you’re no longer dealing with civil disobedience. You’re facing a distributed resistance that’s learned the lessons of successful insurgencies: stay below the kinetic threshold most of the time, force over-reaction when possible, maintain popular support through narrative, and never present a single center of gravity. I spent years training partner forces to dismantle exactly this kind of apparatus. Now pieces of it are standing up in American cities, enabled by elements of local government and civil society. That should keep every thinking American awake at night. Not because I want escalation. But because history shows these things don’t de-escalate on their own once the infrastructure exists and the cadre believe they’re winning the information war. We either recognize what we’re actually looking at—or we pretend it’s still just “activism” until the structures harden and spread. Your call, America. But from where I sit, this isn’t January 2026 politics anymore. It’s phase one of something we’ve spent decades trying to keep off our own soil.

🧵🚨 MINNEAPOLIS SIGNAL INFILTRATED I have infiltrated organizational signal groups all around Minneapolis with the sole intention of tracking down federal agents and impeding/assaulting/and obstructing them. BUCKLE UP ALL WILL BE REVEALED Each area of the city has a signal or several signals. Let’s start with a screen recording of all members of the south side group to start.

@0hour1 Political parties are in a kinetic conflict over one of the protagonists existential need to import voters

Lt. Gov. Peggy Flanagan is one of the admins of Signal Chat. This means the State of Minnesota is behind the protests. Its not organic its a insurrection at the very top.