iphawk

Iranian hackers threatening to hack into the top 3 credit bureaus and wiping Americans debt… and I just wanna know who I gotta speak to in order to expedite this.

I’m in the camp that Trump is dying and he is speed running the whackiest “legacy building” things possible.

The weird part of professional finance is there are so many people that are bad at it.

SAAS is so back!

Sunday at 11am after Israel and the US run a 36 hour major bombing campaign.

Gets to eat MCDs, play a round of golf, and watch futures rip at 6pm.

Riding with my bearish oil guys in $SCO.

As a friend pointed out: honestly astonishing to think about what would have happened if trump had come in and done literally nothing on the economy

Please tag me on bad takes exposed if the market crashes.

The very easy thing for Trump to do outside of stopping the war is boosting oil production.

Provide cheap funding for drilling/operations and put a floor on price to get excess production into the SPR.

Greenlight new refining facilities.

I agree and I go back to price.

Oil up 10%. XLE is up .25%. 3% this week.

How much has been priced in and the XLE action is telling me its worried that war gets resolved and Oil gets cornholed back to $65 pretty quick.

Either we are at the just beginning of a massive global selloff or Trump will TACO and he will get another market pass that the collateral damage all gets cleaned up over the next few months without major impacts on corporate earnings.

I am not a macro, war, trade, strait of hormuz, etc etc etc expert. Just really good tracking trends, correlations, and I think most important price.

All of these god awful things happening globally and the S&P500 is only off a little over 1% today and just 1.5% this week.

BlackRock limits withdrawals as redemptions rattle private credit fund BlackRock said on Friday it has put limits on withdrawals from a flagship private credit fund after a surge in ​redemption requests, amid rising investor worries over the once red-hot asset ‌class.

Blackrock HPS private credit vehicle received 9.3% redemptions. Only paid out their 5% limit.

www.reuters.com/business/bla...

If it helps, I have been on team chill and a little worried. That might be bullish!

Rate Cut Boyz celebrating!

The Trump economy sucks.

U.S NONFARM PAYROLLS (FEB)ACTUAL: -92K VS 130K PREVIOUS ; EST 55K

Guy posting his losses

Incredible scenes here. Chamath says he’ll reimburse a guy for SPAC losses if he posts his return; guy posts $368k single year loss.

Let’s go live to our Polymarket correspondent to see where Sri getting paid is trading…

Remember the Citrini stock selloff? That was funny.

Trump bankrupted multiple casinos. It makes zero sense for one second to let him dictate to US companies and global markets.

At the same time its also lifting the Private Equity and Private Credit stocks.

Great time to be a stock picker and earning those fees.

Software $IGV continues to bring in dollars. Sector up 2.4%.

Man if investing in 2025 was hard mode, 2026 has been Diablo2 hell mode so far.

Not as good as last quarter, but still solid. Xennials dominating the workforce.

US NONFARM PRODUCTIVITY (QOQ) (Q4) ACTUAL: 2.8% VS 4.9% PREVIOUS; EST 1.9%

Japan and S Korea markets ripping right back higher.

$avgo reports in 30 something minutes. Action should be interesting. Numbers likely good.

Shut off all Federal funding to South Dakota until a full investigation is completed.

It’s looking increasingly likely that Kristi Noem and Lewandowski funneled almost 200 million in government money to a company that is run by her friend and that nobody can give an address for.

Oh, and it was 8 days old when it was awarded the contract.

A $40B future tax loss harvest generating $70M in revenue. Its SPACE!

What could go wrong?

Likely and agreed.

"AI / Agents" will be cover to reduce headcount after overstaffing the last 5 years. There will be efficiencies gained, but not a major material scale.

I agree head count down at the large ent.

I can see a scenario where we see a boom in new startups who don't need millions in fundraising due to the compute and programming costs plummeting. Best ideas implemented fast and eat share from the incumbents.

I believe chatbots scratching surface.