this will not end well dot timestamp

Andrew Left (Citron Capital) is one of the best short sellers. His case is very relevant to everyone in the industry. www.institutionalinvestor.com/article/will...

Trump trade war costs US Italian pasta: “Exporters say import and antidumping duties totaling 107% on their pasta brands will make doing business in America too costly and are preparing to pull out of U.S. stores as soon as January.” Via WSJ

Time to repost this Chuck Schumer Is Not Fit to Lead the Democratic Party prospect.org/2025/11/06/c...

URSS scene here but the problem is somehow having elected Mamdani

Schumer is like an older relative scammed by the Nigerian prince email. And we have to deal with consequences.

Exactly this.

A Sharon Begley byline, almost 5 years after her death. Upon hearing the news James Watson had died, a STAT reporter said in our Slack, "I wish I could read what Sharon would have written." Incredible news: Sharon in fact did pre-write a Watson obit. And it is masterful and excoriating. 🧪🧬🧫

@robarmstrong.bsky.social very good piece on FED under pressure: they might need to start increasing balance sheet again (they almost did start three months ago btw but now seems due). Plus, next year FED is not going to look like this one (best Governor of my lifetime imo). 🎁 on.ft.com/3LPkxYy

“The UK’s desperate shortage of rental properties is getting more acute as regulations and taxes discourage small landlords. That creates more space for institutions like Lloyds, Legal & General and Blackstone.”

Schumer responded on the Senate floor today:“For this administration to go all the way to the Supreme Court just to get out of having to pay SNAP benefits for hungry kids is pathological levels of vindictiveness. This crisis is in the administration’s hands. It’s all them, not anyone else.” C-SPAN

I am sorry, what? www.bloomberg.com/news/article...

Russian FSB uses propaganda and hate speech to justify its terror against Crimean Tatar women khpg.org/en/1608815240

Around 35% of Tesla’s shares are held by retail investors, most of whom regard the boss as a technological messiah who can do no wrong. Some 15% are held by Elon Musk, who is of the same opinion. He was allowed to vote for his own pay rise econ.st/440coXw Photo: Getty Images

NEW: Recent Russian advances through Pokrovsk are the culmination of a 21-month campaign to seize the town and a five-month dedicated battlefield air interdiction (BAI) effort to degrade Ukrainian defensive capabilities. (1/3) isw.pub/UkrWar110425

Brad Setser at Council Of Foreign Relations makes my point in a way more polite way. www.cfr.org/blog/argenti...

One of the best days in internet history

James D Watson, co-discoverer of DNA’s twisted-ladder structure, dies aged 97

Current Conditions Vs Expectations

This!

"Repeal the 19th" was literally trending on X yesterday.

*taps the sign*

Meanwhile, as a Registered Investment Advisor I keep receiving ads like this: "Can I retire at 95 with 142B savings? Warren"

"Thank you for the money... we will immediately use them in the stupidest way we can" Chainsaw Massacre www.ft.com/content/b22f...

UPS2976 NTSB Brief youtu.be/mHW6HaS5mnc?...

This is on par of GRU PW that was Moscow1 they were told to change it and became Moscow2 then Moscow3…

Maximum solidarity to a true journalist @gabrielenunziati.bsky.social who has been fired by his agency because he asked to the EU commission a question that his bosses did not like. @mehdirhasan.bsky.social maybe a good Zeteo correspondent?

meanwhile Trump speaking right now "I was speaking with Mr Toyota..."

@claudia-sahm.bsky.social notes that "Increasing rates slows the economy from the bottom up, not the top down." What the FED (monetary) can do to address the K economy. 🎁 www.bloomberg.com/opinion/arti...

Epic and Google agree to settle their lawsuit and change Android’s fate globally

CDC Figures It Easier To Start Tracking People Without Measles

Just watching elections results

Of all companies I have analyzed, Ferrari has the lowest cost of financing, lower than MSFT. Simplified cost of debt sits at 1.41% with a weight of debt of 4.7%. They pay E49.6m for an avg debt of 3.512 billion Euro. Their most expensive Note is a May2030 500M 3.625% P99.677 twice oversubscribed.

NEW: "Bomb threats force closures at some New Jersey polling places." The bomb threats are in heavily Democratic districts. The GOP is back to cheating like they did in 2024. This is more evidence of how MAGA is a threat to our democratic Republic. www.nj.com/politics/202...

Cardboard shipping, a leading economy indicator, is at its lowest since 2015 - and we are in the Holidays Season... www.bloomberg.com/news/article...

Stephen Miran wants to cut rates.... senior loan officers though are tightening credit standards (courtesy The Daily Shot).

Read our latest crazy story on the spy who was so successful at pretending he's someone else that the GRU "killed off" his real persona and stranded him with the fake one. From a fake environmental expert to a purveyor of fake news: theins.press/en/inv/286477

💥Former deputy head of Hungary’s foreign intelligence, Andras Telkes, says that Viktor Orbán’s government cooperated politically with Russia’s SVR when Orbán adopted the Russian spy agency’s narrative claiming the EU was backing Hungary’s opposition leader. More on this: telex.hu/english/2025...

President Donald Trump said he knows nothing about Binance founder Changpeng Zhao — or that company’s recent involvement in a cryptocurrency venture linked to Trump’s family — despite granting him a pardon last month. Full details: cnb.cx/4qH8xID

Couple of things are very clear about AI (see also recent Sam Altman interview on BG2Pod). 1. AI is necessary transformation. 2. AI is a tech ouroboros and will chop their margins to a mature stage industry. Corollary. 3. Some techs including couple of Mag7 are taking existential risks.

Former Israeli military advocate general Maj. Gen. Yifat Tomer-Yerushalmi was arrested for releasing a video documenting rape and torture in Sde Teiman torture camp. Perpetrators? They are free. www.timesofisrael.com/liveblog_ent...

Czech Eurosceptic Babiš to agree coalition deal with far-right on.ft.com/4oNuWST

The USDA sent an email to grocery stores telling them they are prohibited from offering special discounts to customers affected by the SNAP funding lapse. I'm aware of at least 2 stores that had offered struggling customers a discount, then withdrew it after receiving this email

Kris is in da haus!

After Reno911 we should start a new reality series.

Next week SCOTUS will start hearing legality of Trump tariffs and will have hard time to find any legal basis for it. Which will create a financial clusterfuck as US has to pay money back (to whom btw?). Legally the only way a President can slam a tariff is section 122. bsky.app/profile/paol...

A Sudanese mother holds her child moments before being executed by the Rapid Support Forces militia. What is happening in Sudan is not just a war… It is a humanitarian wound, a mother’s cry, a nation’s sorrow calling on the world not to remain silent.

Ukrainian Kostiantynivka now 💔 📷Yan Dobronosov