Markets are pricing in:
Russia-Ukraine escalation
Further escalation of the war with Iran
A blue wave, with Democrats winning both the House and Senate
If even one of these scenarios is taken off the table or outright resolved, markets could send higher.
You can chop up your port trying to trade every headline, or you can sit patiently in spot and trust the plan.
The latter seems far more sane.
always found it interesting how terms like punk were once used as insults before being embraced and redefined by the very people they were meant to ridicule
i think neet has the potential to undergo a similar transformation
what was once associated with being unproductive or unsuccessful could eventually become a symbol of freedom & independence
Replying to @BoringBiz_
What if they pull out?
What if they let the equity go to zero to acquire the company cheaper?
What if their own credit gets downgraded because they step in to rightsize these businesses?
“Joe Lonsdale would never ape $MONITOR”
Meanwhile, the co-founder of Palantir is increasingly interacting with the exact corner of crypto we’ve been positioning around for months.
The $MONITOR main page has become a magnet for PLTR employees, the distribution keeps getting cleaner, and Monitoring the Situation is already one of the most recognizable organic memes on the internet.
You have the biggest PLTR meme on Robinhood Chain, paired with one of the most magnetic stocks in the world, sitting at a fraction of the valuations people routinely chase on Solana.
The entire thesis is that TradFi and crypto culture eventually converge.
You don’t need Joe to buy for the thesis to work.
But imagine if he did.
Replying to @Mikwillyj @Noahpinion
The crypto guys were attacked like crazy. SEC and other govt was arbitrarily weaponized in documented unfair and silly ways.
They got involved in politics in a huge way. And the harassment against them was turned off -> “Cases dropped”.
That’s clearly the main vector here.
Volk retweeted
They don’t want you to believe your own eyes
This is the epitome of fake news, covering for the globalists.
You should fire whomever put this out; possibly multiple people need to be replaced or put under a less biased editor. @bariweiss
























