ELON TUSK IS GOD

https://x.com/MauiBoyMacro/status/1963240079658561889


i'm tired, too tired to read it, but i likely don't need to as it involves Commercial Real Estate. amirite?


they been hiding those losses on the books. that subject had gotten quite again hadn't it?


that or all the long term treasuries many large banks were "encouraged" to buy last go around to prop things up nice and easy; but now fhey are terribly underwater on them and were they to face a run -- silicon valley bank style --- we are in 2008 again but on steroids and no rainy day fund to bail us out.


EOT

Quote:

---

Originally Posted by Tellafriend

https://x.com/MauiBoyMacro/status/1963240079658561889


i'm tired, too tired to read it, but i likely don't need to as it involves Commercial Real Estate. amirite?


they been hiding those losses on the books. that subject had gotten quite again hadn't it?


that or all the long term treasuries many large banks were "encouraged" to buy last go around to prop things up nice and easy; but now fhey are terribly underwater on them and were they to face a run -- silicon valley bank style --- we are in 2008 again but on steroids and no rainy day fund to bail us out.


EOT

---

the last sentence .....

https://x.com/StealthQE4/status/1963429641617605060

Quote:

---

Originally Posted by Tellafriend

Quote:

---

Originally Posted by Tellafriend

https://x.com/MauiBoyMacro/status/1963240079658561889


i'm tired, too tired to read it, but i likely don't need to as it involves Commercial Real Estate. amirite?


they been hiding those losses on the books. that subject had gotten quite again hadn't it?


that or all the long term treasuries many large banks were "encouraged" to buy last go around to prop things up nice and easy; but now fhey are terribly underwater on them and were they to face a run -- silicon valley bank style --- we are in 2008 again but on steroids and no rainy day fund to bail us out.


EOT

---

the last sentence .....

https://x.com/StealthQE4/status/1963429641617605060

---

*disassociates*

President Donald Trump's administration said on Wednesday it was "very troubled" by the divestment by Norway's $2 trillion wealth fund from U.S. construction equipment group Caterpillar , adding Washington was directly engaging with the Norwegian government on the issue.


the future is this over and over and over again like one of those infinite mirrors.

Broadcom
$324.20
.
+$3.71 (+1.23%)Today
+$18.10 (+5.91%)Overnight



this must be their new 10% customer.

https://x.com/gurgavin/status/1963762350504259980


if you bought back in 2024 when i recommended you would be up roughly 130%.

not too bad for a dividend meiser.

LEGEND ALERT


https://i.imgur.com/8Ce4pmF.jpeg

United States housing data shows home sellers now exceed buyers by over 500,000, the largest imbalance ever recorded, per Redfin.

got my console delivered i think its hideous but well have that conversation on twitter it was like flight to italy expensive

https://x.com/WSB_memes/status/1964380940546761025

While fishing around Vertiv (heart emoji) I stumbled on this

Quote:

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Joined by Interim CFO Patrick Goris at Morgan Stanley’s 13th Annual Laguna Conference, Gitlin described a sharp downturn in Carrier’s (NYSE:CARR) North American residential business, projecting third-quarter volumes down more than 40%, due to a combination of weakening consumer demand and aggressive distributor inventory reductions. Carrier (NYSE:CARR) now expects third-quarter residential HVAC sales in the region to fall approximately 30% year-over-year, with a $500 million revenue shortfall relative to previous expectations.

The company is seeing the weakest industry third-quarter volume in over a decade, Gitlin said. “The combination of high interest rates and pressure on the consumer are increasingly weighing on consumer spending, including on new and existing home sales, leading to delayed residential HVAC activity.”

---

That shit don’t lie. Stunned

I love this line. “Data Centers convert natural gas into data”.

Work directive today

https://x.com/charliebilello/status/1966245241834590217

palantir short, jan 16 2026 expiration

interesting interview (to me) but the last 2 minutes is where the meat is at:



https://x.com/FloodCapital/status/1966255163079012383





full disclosure: i hold GLXY

https://x.com/MacroEdgeRes/status/1966706508957102122


these are the people sleeping under desks to make sure elon gets his 1 trillion dollar pay package.

Quote:

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Originally Posted by Tellafriend

https://x.com/charliebilello/status/1966245241834590217

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I have a riff that claims when everything is a bubble there is no bubble. Think housing crisis. That was a singular bubble. The dot.com bubble - the same. This is different

It’s part of the riddle above but for now just consider the following on its own.
price everything in gold and reflect. Price your parents home bought in the 1970’s in gold and sold now in gold and ask if any real wealth was created. The answer likely is they are flat on the transaction.

I’m winding up my wagering …. I’ll post it and offer a great pod later

The MAG7 is perverse and legislation will likely be written one day to prevent such huge exposure to so few in standard 401k vehicles.… I get it. But for now

The M2 movement

Quote:

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Originally Posted by Tellafriend

https://x.com/charliebilello/status/1966245241834590217

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This dude left some things off

The price of
Electricity
Steak
Rent
Medical care
College
COFFEE

… everything in life has never been more expensive. Relative to everything else the market is not in a bubble. The problem is the dollar. (The M2)

I know I come off as a gold nut but over the long haul gold has remained stable. Thousands of years, in fact. As measured in crummy dollars gold has been rising. I’m trying to hold onto my purchasing power is all.

We know why the dollar is a piece of shit now.

Go to PricedInGold.com. Peruse the list on the right side. Pick an item - college or coffee. Wonder at how flat the prices for commodities are as measured in something other than dollars.

Your parents house. Gold was $35/oz then. Gold is $3500/oz now. Your parents house really didn’t increase in value. The dollar decreased.

Interest rates about to fall and that will exasperate the mess

If you’re a kid with a job trying to get established good luck. If you’re a billionaire with assets … well, you’ll have a nice ballroom to dance in with the other elite

J6 rush the ballroom kids

@Tella

I sent you a DM and I never DM people. I just don’t want Druff to lose any casuals to suicide. I’m thoughtful

Nvidia is now worth more than Canada

Quote:

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Originally Posted by sonatine

Nvidia is now worth more than Canada

---

AI Overview

Yes, NVIDIA's market capitalization surpassed Canada's Gross Domestic Product (GDP) sometime in 2024 and continued to grow, with recent reports from July 2025 placing its market cap over $4 trillion, far exceeding Canada's GDP of approximately $2.14 trillion in 2023. This significant valuation places NVIDIA among the world's largest economies, surpassing the GDP of countries like the United Kingdom, France, and Canada.

Quote:

---

Originally Posted by Tellafriend

Quote:

---

Originally Posted by sonatine

Nvidia is now worth more than Canada

---

AI Overview

Yes, NVIDIA's market capitalization surpassed Canada's Gross Domestic Product (GDP) sometime in 2024 and continued to grow, with recent reports from July 2025 placing its market cap over $4 trillion, far exceeding Canada's GDP of approximately $2.14 trillion in 2023. This significant valuation places NVIDIA among the world's largest economies, surpassing the GDP of countries like the United Kingdom, France, and Canada.

---

We are all going to Denny’s.

Ask AI about NVDA CEO Jensen Hueng and reform school.

probably nothing.


https://x.com/zerohedge/status/1967618762410230240

https://x.com/WorldCrimeIntel/status...91161679659422

Quote:

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Originally Posted by sonatine

https://x.com/WorldCrimeIntel/status...91161679659422

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so what are you suggesting?

https://x.com/buccocapital/status/1968320607667536064

BCR: Fascinating Twitter follow. Thx. Only 10k followers. Really insightful look into modern smuggling. Drones man.



OSINT crime / war feeds are polished gems once you get the alg tuned up.


the footage out of mexico is incredible, its like a tiny little ukraine down there with the retail drone strikes and grey market barrett 50s.

Quote:

---

Originally Posted by sonatine

BCR: Fascinating Twitter follow. Thx. Only 10k followers. Really insightful look into modern smuggling. Drones man.



OSINT crime / war feeds are polished gems once you get the alg tuned up.


the footage out of mexico is incredible, its like a tiny little ukraine down there with the retail drone strikes and grey market barrett 50s.

---

why not post some links here for us to view?

https://x.com/elonmusk/status/1965673356235358499

https://x.com/nearcyan/status/1968468841786126476

Quote:

---

Originally Posted by Tellafriend

Quote:

---

Originally Posted by sonatine

BCR: Fascinating Twitter follow. Thx. Only 10k followers. Really insightful look into modern smuggling. Drones man.



OSINT crime / war feeds are polished gems once you get the alg tuned up.


the footage out of mexico is incredible, its like a tiny little ukraine down there with the retail drone strikes and grey market barrett 50s.

---

why not post some links here for us to view?

---

https://x.com/DailyNarco/status/1968176316441825578



ill post more moving forward but you get the idea.

the sheer fucking vibes tho




https://x.com/All_Source_News/status...74531490181312

its interesting because no one really cares about the kinetic strikes against the venezuelan drug boats up here, like not really, its another chapter of trump being trump.


but in the narco sosh networks its heavily covered, for obvious reasons i suppose.


also they were very interested in the assassination of kirk because they considered him virulently anti-mexican.


https://x.com/blogdelosguachs/status...52643933892798


fair amount of chatter about him and robinson.

While we are talking drones and surveillance. Another IPO to keep and eye out for

AI Startup Flock Thinks It Can Eliminate All Crime In America
https://www.forbes.com/sites/thomasb...me-in-america/

You definitely want a basket of AI mass surveillance exposure in your portfolio.

https://pbs.twimg.com/media/G1H-4ogX...pg&name=medium

Quote:

---

Originally Posted by Sanlmar

While we are talking drones and surveillance. Another IPO to keep and eye out for

AI Startup Flock Thinks It Can Eliminate All Crime In America
https://www.forbes.com/sites/thomasb...me-in-america/

You definitely want a basket of AI mass surveillance exposure in your portfolio.

---

fascinating article San, ty for posting.

Quote:

---

Originally Posted by Tellafriend

Quote:

---

Originally Posted by Sanlmar

While we are talking drones and surveillance. Another IPO to keep and eye out for

AI Startup Flock Thinks It Can Eliminate All Crime In America
https://www.forbes.com/sites/thomasb...me-in-america/

You definitely want a basket of AI mass surveillance exposure in your portfolio.

---

fascinating article San, ty for posting.

---

Cheap capital has awarded all the fun to private equity and venture capital. Frustrating

Quote:

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Originally Posted by sonatine

https://pbs.twimg.com/media/G1H-4ogX...pg&name=medium

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A 20 cent rise in NVDA stock covers the $5 billion wasted on Intel.

https://x.com/SullyOmarr/status/1970176527137718654