Makes perfect sense why no one has tried. View quoted note →

This would actually be a bit of fun 🤝🍻 View quoted note →

If you were wondering who had a role in it - here is Branson confirming MI6 and CIA either directly, indirectly or simply are using the outcome to twist and advance their narrative on Russia. If you legit fall for the 'Russia is an existential threat' narrative then you cannot be saved.

I hope one day our boys are good mates. View quoted note →

Waiting on legacy banks to reopen on Monday to process transactions is some amateur hour finance bullshit. Can't believe we ever put up with this.

I don't see an obvious reason for Putin here. He had effectively neutralised the threat domestically. What makes more sense here is that the CIA wanted to escalate the 'Putin Dictator' narrative to sure up financial aid for Ukraine. Likely in response to a rational interview conducted with Tucker. View quoted note →

Registration leads to confiscation. Repeat it. DO NOT invest in a mining company if they cannot articulate to you what their migration plan is and/or their contingency mode of operation.

This is actually a very typical and classic JP Morgan playbook strategy. 1. Talk it down hard while to scramble to evaluate the investment thesis. 2. Attempt to destroy it if you can (cheapest option to retain existing oligopoly position). 3. Accepting it can't be destroyed then continue to talk it down while you engineer your entry point. 4. Acquire as much as you can while you maintain and stoke fear in retail. 5. Once a sufficiently sized position is taken then use that to lobby and manipulate regulators into thinking you broadly represent the market players. 6. Convince govts that they should buy but only after a hard fork that better establishes OFAC rulesets and supply 'elasticity'. Ultimately it is clear their strategy is to attempt to destroy it from within. It can't work but it can create another mess circa 2017. View quoted note →

Yeah but isn't retail basically fucked at the moment? The squeeze is on from every angle. If the universe throws in a housing collapse I'm not sure you see retail again until the next cycle. This cycle could be entirely the first ignorant institutional fomo session.... View quoted note →

This is how I used to sleep before blackrock entered. View quoted note →