Alex Flores

Southern Cali Thanksgiving. Just a dude, his ball, the ocean and a beautiful sunset! So thankful God placed me here. 🙏 #socal #thebeautifulgame #fifa #soccer #beachlife

@shanaka86 Tell that stoopid azz bitch to cry harder. Treasuries. Bros on ly gonna help poop the bubble on the U.S. housing market thx. 😭 btw. Boots on the ground boi!!let’s go! It’s gonna be on if a deal is not done by deadline! 💪🇺🇸🥇

BREAKING: Iran’s Parliament Speaker just threatened every government in the world, sovereign fund, and institution on Earth that holds US Treasury bonds. Mohammad Bagher Ghalibaf, the IRGC-aligned hardliner who is now the most visible wartime leader in Iran while Mojtaba Khamenei has not been seen for 24 days, posted on X: “Alongside military bases, those financial entities that finance the US military budget are legitimate targets. US treasury bonds are soaked in Iranians’ blood. Purchase them, and you purchase a strike on your HQ and assets. We monitor your portfolios. This is your final notice.” Read that again. He did not threaten military bases. He threatened bond holders. He declared the financial infrastructure that funds the American war machine a legitimate military target. He claimed Iran is monitoring portfolios in real time. And he issued a “final notice” to every entity financing the Pentagon’s $200 billion supplemental request. Japan holds $1.1 trillion in US Treasuries. China holds $770 billion. The United Kingdom holds $690 billion. Luxembourg, the Cayman Islands, Canada, Belgium, Ireland, Switzerland, and Taiwan are all in the top fifteen. Ghalibaf just told every one of them: your Treasury holdings make your headquarters a target. This is not a bluff. It is not operational either. Iran cannot strike the Bank of Japan. Iran cannot hit the Cayman Islands. The threat is psywar, and the psywar is aimed at the one mechanism that matters: the next Treasury auction. If sovereign funds hesitate at the margin, yields rise. If yields rise, US borrowing costs increase. If borrowing costs increase, the $200 billion war supplemental becomes more expensive. The threat does not need to be executed. It needs to be believed by enough participants in a single bond auction to move the yield curve by a few basis points. A few basis points on $36 trillion in outstanding US debt is billions in additional annual interest. This is the war’s third front. The first front is kinetic: missiles, drones, and 100-munition strikes on Tehran. The second front is energy: the Strait of Hormuz, the insurance market, the fertiliser blockade, the helium bottleneck. The third front is financial: Treasury bonds as a weapon, de-dollarisation as a strategy, and portfolio surveillance as a threat. Iran has lost 70 percent of its ballistic launchers. It has lost its navy. Its air force is destroyed. Its supreme leader has not been seen. Its internet has been dark for 504 hours. And from inside that darkness, its parliament speaker just told the world that buying American debt makes you a combatant. The country being bombed into the Stone Age is threatening to destabilise the currency of the country doing the bombing. The weapon is not a missile. The weapon is a sentence on X that raises the risk premium on $36 trillion in sovereign debt. The PBOC added gold for the 16th consecutive month. USD share of global reserves has fallen to 56.9 percent from 71 percent in 2000. Foreign ownership of US Treasuries has dropped to 30 percent from a 50 percent peak. The de-dollarisation was already underway. Ghalibaf just gave it a wartime accelerant. Bonds as battlefield. Portfolios as targets. Yields as weapons. The war just went from the strait to the spreadsheet. open.substack.com/pub/shanakaans…

@SilverApeKing “Bull 🐂 runs” can be dangerous!

I'm starting to believe that the entire market is a massive fraud.

@PaulSkallas H-1Bs at hospices? 🤔 could’ve been American 🇺🇸 jobs? 🤷‍♂️

Filipinos are an interesting immigrant group because they did not become rich mainly through elite professions like law or medicine. They concentrate in front line healthcare jobs like nursing. America happens to be rich, old, and unhealthy. So now they are one of the highest income groups.

@jonbrooks John boi stop talking about ur rentals. Nobody cares. 🥴😛✌️ haha. jk. good call. what’d you do with the profits, buy gold @ 5.4k/oz.? 😫😭

Sold all my rentals in 2022–2024. Feeling better about that every day. Rents are down 15–20% from peak. 30% of listings just took a price cut last week. But people still think real estate only goes up. This is often only said by people who have only lived through a bull market.

@PeterLBrandt Thats a pretty bold statement. U look pretty young to have traded for 5 decades. What’s “trump money”? This??😭🥴😫✌️

I've traded futures markets for five decades. There is ZERO doubt in my mind that Trump money was behind this buying. There is NOOOOO law that prevents the Trump machine from manipulating futures markets. Inside trading is legal Trump family fortune grew today. Trump is playing markets like a fiddle

@MarioNawfal Bro stop fucking around that’s Chuck Schumer?!!

🇺🇸🇮🇷 Trump's team is shopping for Iran's next leader and they just named their favorite Politico reports the White House is quietly evaluating Iran's Parliament Speaker Ghalibaf as a potential post-war partner. One official called him "a hot option." The administration is explicitly modeling this on Venezuela, where they installed a cooperative leader who gave Washington favorable oil terms in exchange for staying in power. The most revealing quote came from an official describing the selection process: "As people rise, we'll do a quick test, and if they're radical, we'll take them out." Yep... that's an American official casually describing assassination as a job interview elimination round. Reza Pahlavi, the exiled crown prince, is officially off the table. Instead they want someone already inside the system who can cut a deal. This confirms exactly what this war was always building toward. Not regime change. Regime adjustment. Keep the structure, swap the driver, secure the oil terms, and call it peace. Whether Ghalibaf, who publicly denies any talks and threatened to target U.S. Treasury bondholders last week, is actually willing to play ball is the literal trillion dollar question. Source: Politico

Boots on the ground?? 🤔 82nd Airborne! this shit right here makes me wanna take the ASVAB and join the fight!!💪🇺🇸🥇#USA #Iran #War

@EyeforRetail_ Haha. Right?! I’ve actually been there. Crescent and Santa Monica right? Never ever ever park on the street! I almost got towed on Sunday night mind u! weho street parking is mad!

@Deep_OTM Should see their restaurant sign down the road - Laurel Hardware

🚨NEW GROCER ALERT 🚨 If you thought Erewhon was special, just wait for Laurel Supply. Take a sneak peek at the progress inside👀 Looks like the folks from West Hollywood restaurant Laurel Hardware are about to raise the bar for what is expected from a high end grocer/eatery. Opens in a couple of weeks...

@imBobbyKhan $VICI take a haircut? Why? Couldn’t They could just take over the casino themselves and hire a new operator from China? 🤔😩✌️

With news that Caesars might be sold to billionaire Tillman Fertitta owner of the Houston rockets , Golden Nugget casinos, landrys and the largest shareholder in Wynn casinos there’s a chance that we might get lucky and some of these casinos could return to independents. If I was Tillman I’d make Vici take a haircut, then sell all the other smaller casinos to independent owners and take the cash remodel Caesar’s and make that a destination. This way he owns the land, gets rid of all the garbage that has taken over and there’s no more monopoly. Steve Wynn built places where people couldn’t get enough of. You had to keep going back. MAKE VEGAS VEGAS AGAIN BobbyKhanforCongress.com

@BarbellFi Bc inflation forda b like 11% my man 😩

20 Year Treasury yield now up to 5% You can buy $1 million of these bonds Collect $50k/year for 20 years Pay no state and local taxes Then get $1 million back in 20 years Why aren’t more people doing this? 🤔

@CodifyBaseball I got a tick last year for the home opener for like 80 bucks in lodge. Overrated. Lots of empty seats. Wait til the last min. 👍

DODGERS HOME OPENER TICKET PRICES MY GOODNESS

@RampCapitalLLC 50 “basis” my man! 😩🥴😭✌️✌️

What it feels like after saying 50 bps instead of half a percent

@spectatorindex Bro remind you of somebody? 🤔 😭😫😛✌️

BREAKING: Trump administration is 'quietly weighing Iran’s parliament speaker as a potential partner — and even a future leader', according to Politico report.

@kshaughnessy2 Bro this company broke af! 😫

“Apollo is halting redemptions in its private credit fund after 11% of investors request withdrawals” “Apollo is the latest private credit investor to face massive repurchase requests and choose to gate payouts to shareholders. The private credit fund, $14.5 billion Apollo Debt Solutions BDC, received requests for redemptions from 11.2% of shareholders in the first quarter, according to an SEC filing….” businessinsider.com/apollo-private…

@rohindhar What’s a good area to live in near the city that’s not too “out of control” price wise in your opinion?

Are San Francisco homes selling at insane prices? Some are, but the important thing to realize is these are the ones like everyone in the city is bidding on, resulting in a massive number of offers Outside of the “it” houses, home prices are merely elevated compared to last year, not berserk

@fatima74551753 @IrinaHeaver Fattyma I’m not dumb, I’m retarded. why u hate retarded people so much? Me luv u longtime. And you no luv me? I go cry 😢

@Deep_OTM @IrinaHeaver What are you on about?😅Women drive and do everything they want to freely. Lots of places people can enjoy a cocktail. You have shown yourself to be a dummy😅 that's just my opinion and freedom of speech😅

My personal take, once the war is over, the UAE will do the following 👇 1. Platinum Permanent Residence for people actually aligned with the country in values and economically. Not citizenship, but real long-term residency security. The kind that makes you stay and double down on building. 2. “UAE Inc.” - one company in 3 days and for D100! No more fragmentation. One structure that works across the whole country. Set it up once, operate everywhere. Simple. 3. Even more tax friendliness Ie Foreign income treated as exempt. 4. DMCC Economic Free Zone model gets copied across all Emirates. They proved the model works so well: community, infrastructure, real business activity. Other emirates will replicate. What are your thoughts?

@financedystop Damn! It used to be the freshman 15! It’s up to 30? Fat ass! 😩😝🥴🤣✌️

A European woman says she gained 30 pounds after switching to an American diet. Even while counting calories and following a strict routine, the weight still increased. Our food system is broken

@elerianm Same shit would happen if a You went to get your gold outta Fort Knox?? It ain’t there man. 🤷‍♂️

This is notable news from Bloomberg given Apollo's standing in private credit: "Apollo Global Management Inc. is curbing redemptions from one of its largest non-traded private credit funds for retail investors, becoming the latest alternative asset manager to grapple with a surge in such requests. The $25 billion business development company, Apollo Debt Solutions, capped withdrawals at 5% of outstanding shares Monday after clients sought to redeem 11.2%." #economy #markets #privatecredit

@shanaka86 Bro WHY U talking about midterms? That’s eons away. Trumps focused on getting a deals done quick bc he knows that’s how Europe and Iran have evaded his request. Just wait him out until the next election? Not this time! It’s 7 months away and another 3 before they’re in office! 🤦‍♂️

BREAKING: President Trump just told 450 million Europeans: sign my deal by Thursday or I cut your gas. And if you think this is impulsive, you are not paying attention. This is the most calculated energy play in American history. Qatar’s LNG is offline. Force Majeure. Ras Laffan shut after Iranian drones hit it on Day 3. Seventeen percent of global LNG capacity gone for 3 to 5 years. Russia’s pipeline gas to Europe was severed after Ukraine. Norway is maxed. Europe’s LNG prices have surged 35 to 50 percent since Hormuz closed. One supplier remains at scale: the United States. Trump’s ambassador to the EU just told the Parliament: ratify the $750 billion trade deal without amendments by Thursday March 26, or lose “favorable access” to American LNG. Now decode the strategic geopolitical chess game which is being played in realtime. Saturday night, Trump posted a 48-hour ultimatum threatening to obliterate Iranian power plants. That was not about Iran. That was about oil prices. He needed them high enough to terrify Europe into ratifying the LNG deal, but not so high that American consumers revolted before the midterms. The ultimatum spiked Brent past $113 and WTI past $100 on Sunday. Monday morning, Trump posted about “productive conversations” and paused the power plant strikes for five days. Oil crashed over 10 percent in hours. WTI hit $89. The S&P surged $2 trillion. He spiked oil to create the fear. Then crashed it to create the relief. The fear makes Europe sign. The relief makes American voters forgive the war. Both moves serve the same president. Both happened within 36 hours. Both were executed with social media posts, not missiles. The $750 billion deal is the permanent monetisation of Europe’s energy vulnerability. LNG. Oil. Civil nuclear. Locked in until 2028. The EU had been delaying ratification for months. Three wars removed every alternative: Iran removed Qatar, Ukraine removed Russia, Norway’s geology removed Norway. What remains is American LNG. Trump is not selling gas. He is selling the absence of alternatives. The 5-day power-plant pause expires Saturday March 28. The EU Parliament votes Thursday March 26. Europe must ratify American energy dependency two days before the war might escalate again. If the pause collapses Saturday and Iran executes Ghalibaf’s promise to “irreversibly destroy” regional energy infrastructure, European LNG prices spike after the deal is already signed. Trump gets the $750 billion commitment at crisis pricing, then potentially triggers the next crisis 48 hours later. The deal locks in before the leverage expires. This is Trump Doctrine in its purest form. He does not separate trade from security from energy from markets. He operates them as one instrument. The war degrades Iran. The degradation closes Hormuz. The closure spikes energy. The spike terrifies Europe. The terror forces the deal. The deal locks in $750 billion. The pause crashes oil. The crash rallies stocks. The rally preserves midterm support. Every move funds the next move. He used the words “Department of War” in the pause announcement. Not Defence. The pre-1947 name. The name that tells Europe: the man offering you gas can resume bombing power plants on Saturday. Yesterday Russia signed a deal to build Vietnam’s first nuclear plant. Today Trump threatens to cut Europe’s gas. Two great powers selling energy security to two desperate continents during the same war. Both profit from the crisis. Both lock in decades of dependency. Both timed the offer to the moment the customer cannot refuse. The strait closed the alternatives. The ultimatum created the fear. The pause created the relief. The deal monetises both. Thursday is payday. Full deep dive analysis: open.substack.com/pub/shanakaans…