I thought #$BTC was going to win because "It's f***ing awesome, bro!", but now you need all these people to make it work?!? (PS: not a cult...)

Need to end the war in Iran and re-open the Strait if Hormuz for the 27th time during the weekend

Did #$SPGI kill the everything bubble by not letting SpaceX in the S&P500?

Retail investors buying all SpaceX shares they can

What the hell are you all doing, BlueSky doomsayers?!? Move you ass and go buy the dip: how else can a country attain GREATNESS? Thank you for your attention to this matter

To go on holiday "What else?"

And the best!

Worst #$NKE World Cup ad ever

"Our point is only that we’ve been here before. In 103 years of operation, Valeo sold nothing other than auto parts. Now, suddenly, it’s a concept stock. It’s exciting when old-economy companies can add a billion euros by value on a hypothesis, but it rarely works out well for everyone."👏👏👏

#$GS: "SpaceX revenues will be $320bn by 2030" #$MS: "What is that, a forecast for ants?!? Revenues will be $3.4 trillion by 2040!"

Deutsch Bank 2026 Default Study

Speaking of SpaceX, last night I asked Gemini to tell me what new risk factors there were in the amended S-1 filed yesterday. After a bit of back and forth where I challenged their findings, I got this:

"Dear subjects, your not going to get a raise this year because we are using all that money for AI which one day will replace you entirely"

They are not sending the sharpest tools in the shed...

Look at the mounting avalanche of redemptions from private credit funds (need to add BCRED at 10% for Q2) - source: JPM

Who is Christopher Macchio? Should have called the great Enrico Palazzo!

Someone at #$SPGI realised who their clients are No changes to the profitability criteria for the S&P 500, no special treatment for SpaceX or OpenAI www.spglobal.com/spdji/en/doc...

You gotta admire how every single member of that family manages to be on the f**king wrong side in everything they do

FFS he's back at "there are very fine people on both sides"

So happy he's celebrating Pride Month 🏳️‍🌈!

In Q1, Blackstone paid every BCRED redemption request (~8% of AUM) to reassure clients, with employees investing $400m to fill the gap In Q2, 10% of investors wanted out, so the gating is back at 5% The reassurance didn't even last one quarter

The K&E AI powered by Palantir is going to be the biggest ass***e ever "FT - Kirkland & Ellis and Palantir to build AI tool to assist private equity firms" www.ft.com/content/4243...

"The European mind can't comprehend this" Correct, we can't

Ciao Marjane Satrapi "When Iran is free, I'll go get a nice piece of our mortadella from a place I know in Tehran. I'll sit on a bench, look at the mountains and eat my mortadella full of pistachios, free and without a veil." (if you haven't read Persepolis do it now)

My Vampire Squid boys cramming as many SpaceX shares as they can down their clients' throats

Is this the life parents (and children) want, with an AI agent telling you what to do every second? "When you wake up, Ollie sends you detailed message with everything you missed overnight" (FFS)

@pppgrifter.bsky.social the FBI is on the trail of your friend Dale Bricker...

I'm going to ruin @anadarkocapital.bsky.social's day (I'll make it up by collapsing the close)

MP sues Musk’s xAI in UK test case over fake sexual images ft.trib.al/caIGQVS

"Nothing to see here, please move along"

Seems like a good idea to have MechaHitler run the Dept of War... "Elon Musk’s Grok destroyed the world after just four days in an AI simulation The experiment saw other AI chatbots, like Anthropic’s Claude, set up stable democracies"

Canada about to conquer the world! @loanseyjonesy.bsky.social @deus01.bsky.social @usdhuga.bsky.social @keublitz.bsky.social

F**k off, fascist Barbie: you and Dumb Ken better stay on your side of the ocean

"Americans' financial literacy slumps to a 10-year low, new study finds" www.cbsnews.com/news/financi...

My Vampire Squid boys deserve all the money they can get!!! You know how much effort it takes to cram this bloated corpse down their clients' throat?

Hey @pppgrifter.bsky.social, you should start paying CEOs more if you want to attract the "best" to Colorado

These people are really stupid and proud to show it to the world

The smartest and most sophisticated investors in the world couldn't see the fraud 🤔

More from my conversation with Claude about Anthropic's decision to file its S-1 (IPO docs) confidentially:

A small amount, but once a fraudster always a fraudster

Still need 3 first-year analysts to check the missing comma and the typo in the footnote on slide 112

"The most competent US Administration ever!" (cit.)

JPMAM: “[...] current values are much closer to conditions that have historically prompted the Fed to raise policy rates rather than to lower them. [...] averaging several different monetary rules of thumb yields a Fed Funds range of 4%-4.85% compared to the current range of 3.5%-3.75%”