CIO of The North

@danprimack Think that’s Tiger Woods.

Live look at the markets

Beating the SPX due to Coal, Gold, and Cigarette stocks. Probably our next currencies. Get long the "Marshall Plan" Factor in BBG.

@WSJ Critics?

Trump’s critics have raised concerns about the trades in oil futures, S&P 500 ETF options and prediction markets made ahead of the president’s announcements. 🔗 on.wsj.com/4tazrt1

“Today’s 2 yr auction was terrible:” @pboockvar The bid-to-cover ratio was the weakest since May 2024 and dealers got stuck with the largest amount since October 2022. Traders are having a hard time pricing Fed policy as oil prices swing higher.

Bob Mueller was one of the finest directors in the history of the FBI, transforming the bureau after 9/11 and saving countless lives. But it was his relentless commitment to the rule of law and his unwavering belief in our bedrock values that made him one of the most respected public servants of our time. Michelle and I send our condolences to Bob’s family, and everyone who knew and admired him.

President Trump today: 3:43 PM ET: "I don't want to do a ceasefire with Iran." 5:13 PM ET: The US is "considering winding down" the war with Iran. What changed over those 90 minutes?

Removal needs to be normalized

All I need to know about how everything is going.

Rajiv Jain is getting his payback

SCOOP: A newly posted video of Trump's visit to Moscow in the mid-1990s shows a previously undisclosed participant: Leon Black of Apollo Global Management bloomberg.com/news/articles/… @JeffGrocottNYC

BREAKING: GOLD COLLAPSES AS ARAB GULF STATES SELL THEIR ASSETS TO RAISE MONEY Put differently, in this time of crisis, they are selling their gold in favor of US dollars.

$meta blew $88 billion in the metaverse With 0 return

Financial Times: “Private Credit funds are mostly unlevered…” Clip and save.

After President Trump claimed to reporters twice today that he had recently spoken to a former president who praised his actions in Iran, saying: “I wish I did what you did.” Aides to all four living presidents, Bill Clinton, George W. Bush, Barack Obama and Joe Biden, have issued statements to CNN, saying there is no record of any communications between them and President Trump.

In a nutshell, this @WSJ headline and few paragraphs tell the story: the blame for this stupid, reckless, doomed war is all his, abetted by his circle Republican sycophants in the White House and Congress.

FT confirming that people inside the oil trading business were wondering who the mysterious "big seller' was of oil futures. Rigging markets is both illegal and dangerous. If the US loses its position as a legit place to conduct business, it will be because of its tendency to lie, cheat, and steal.

@JeffMacke Congrats. Legally voidable if it wasn’t held in MN.

OTD in 1998.

@LoveAndMoney15 2008 should have thought of that.

@MNupdate It's not a spiral if a fund that can gate just gates.

Potential spiral as every IC right now: “Best to put in for full redemption immediately to be in line for liquidity and not be left with worst credits”

@PaterPoliticum @litcapital X5 body, bad grill, boring gate

@litcapital Looks like an X5 and Telluride had an ugly baby

Looks like complete shit m8