Takes two to make a market.
Joined June 2016
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Often I hear people ask if everyone uses the same model for options, black-scholes, then why doesn’t everyone have the same PnL. They are correct in their assumption and it’s for several reasons. I will list some below. Note: this is for commodity future options as a 1/
Our gov has been hijacked by zionists. It is the biggest national security concern. Outright treason right in front of us.
But at least we can tell ourselves capitalism is great
The scrambled eggs at a hotel breakfast are 19% water, and they're dyed.
A lot of hotels and cafeterias pour them from a carton of Papetti's Breakfast Blend. The spec sheet reads whole eggs, 19% water, then under 2% of salt, xanthan gum, citric acid, annatto color and natural butter flavor. Papetti's is part of Michael Foods, one of the biggest egg processors in the country.
Every ingredient has a job on a steam table. Xanthan gum holds the added water in the egg so it doesn't weep into the pan. Citric acid keeps the eggs from turning gray or green under a heat lamp. Annatto puts back the yolk color the water washed out. The butter flavor is there because nobody is going to add butter. The carton keeps for 98 days in the cooler.
The plain version from the same company is whole eggs, whey, skim milk, xanthan and citric acid, with almost no added water and half the sodium.
Every single US official involved should be charged with treason.
I obtained 140 pages of internal State Department emails from when I was being imprisoned and interrogated by the IDF. The correspondence reveals that U.S. officials referred to me as “kidnapped” by the Israeli military while explicitly refusing to consider me "wrongfully detained." Officials were informed of day-long interrogations and made aware of my detention in a notoriously abusive Israeli prison. The emails show no U.S. effort to intervene on my behalf, only a focus on PR and limiting political fallout.
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Our taxpayer money is helping the IOF militants and not the landowner who isn’t allowed to legally defend himself. It’s so bizarre that it’s hard for Americans to comprehend how our money is being used by israeli terrorists on the other side of the world at zero benefit to the US
Twelve soldiers + police showed up in Taybeh olive field to stop a single Palestinian olive farmer from harvesting a single tree. After harassing him for 30+ minutes, a car full of some sort of special police officers stormed in and violently arrested the journalist/activist @the_andrey_x. One of the arresting officers shoved me, then showed me his bloody elbow and said I did it to him. (So if they take me next, that’s probably their pretense.) Second and third videos are other angle of the shove (including it here to be safe). Fourth video is from just before—the major military operation to stop a farmer from picking olives. Fascist state.
Every resource we have at the full disposal of the israeli terror regime. US interests never even enter into the equation.
Per @Liz_Friden The U.S. is sending the USS Theodore Roosevelt carrier strike group and the 13th Marine Expeditionary Unit to the Middle East, two U.S. officials confirm to Fox News. The ships will arrive in the Middle East by the end of November, the officials said. These new deployments will add about 10,000 Sailors and Marines to the Middle East.
The USS Roosevelt will be the third aircraft carrier in the Middle East, joining the USS George H.W. Bush which arrived to the region in April, and the USS George Washington which arrived in mid-August to replace the USS Abraham Lincoln. This will provide more options for the U.S. as President Trump is reportedly considering ramping up strikes on Iran after the Midterms.
The USS Roosevelt departed its home port of San Diego on Sunday and the 13th Marine Expeditionary Unit deployed from San Diego on Monday along with the Makin Island Amphibious Ready Group. The Marine Expeditionary Unit and Amphibious Ready Group typically include about 4,200 Marines and Sailors. The USS Roosevelt carrier strike group includes about 6,000 Sailors.
A pure humiliation ritual. The sitting US Secretary of defense visiting the israeli terror regime to take his marching orders. Not one single US interest gets consideration.
Imagine for a second if anyone other than israeli terrorists had done this. A US ambassador is protecting a foreign terror regime who attacks Americans. This is treason.
Heidi Levine, photojournalist for @wapo suffered serious injuries from vicious & cowardly attack. Heidi is US Citizen, clear ID as journalist. Details of who under investigation, but those who attacked unarmed reporter should spend YRS in prison. We have called for a full investigation, arrest, and prosecution to the fullest extent of the law to whoever participated in this. Attacking a female photographer is despicable act of terror carried out by masked cowards. Dishonorable act of senseless violence.
Imagine the reactions if anyone else would have done this to an American. Our elected officials care more about protecting israeli terrorists than our own people.
The more than 50 billion we spent in three years so the israeli terror regime can kill murder children is besides the trillions we have spent fighting wars for them and all the political cover we have pissed away to protect them from intl justice for their war crimes and genocide
For all the Americans complaining about gas prices and not being able to afford basic necessities..
Ur government provided $55.6 billion in foreign aid to Israel between 2023 and 2026,
Here’s a simplified summary:
2023
Date: October 2023
Statement: Annual baseline Foreign Military Financing (FMF) grant allocation under the multi-year U.S.–Israel Memorandum of Understanding.
Amount Approved: $3.8 billion
Date: November 2, 2023
Statement: U.S. House of Representatives passes standalone emergency military grant aid bill for Israel.
Amount Approved: $14.3 billion
2024
Date: April 20, 2024
Statement: U.S. Congress passes the Israel Security Supplemental Appropriations Act of 2024 providing emergency military grant funding and replenishment.
Amount Approved: $26.4 billion
Date: October 2024
Statement: Baseline annual Foreign Military Financing (FMF) grant appropriation under the MOU for Fiscal Year 2025.
Amount Approved: $3.8 billion
2025
Date: March 1, 2025
Statement: U.S. Department of State issues an emergency declaration expediting direct Foreign Military Financing (FMF) grant assistance.
Amount Approved: $4.0 billion
2026
Date: June 2026
Statement: U.S. Congress passes baseline annual Foreign Military Financing (FMF) grant funding under the foreign operations appropriations act.
Amount Approved: $3.3 billion
I don’t think u have money problem, U HAVE ISRAEL FIRST PROBLEM
Look how naturally this traitor aides the israeli terror regime after israeli terrorists attacked an American. This is outright treason and they are too comfortable doing it.
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Leonardo retweeted
Today, like everyday, is a good day to remember that during the Biden administration the Israeli military shot and killed a Palestinian-American journalist (Shireen Abu Akleh), on camera, and lied about it repeatedly as the Biden administration helped them cover it up and evade any accountability.
Israeli terrorists invading Palestine and attacking an American. Ask yourself why your congressman isn’t racing out a statement the same way they would if an IOF militant was being attacked.
“Let me die,” American photojournalist Heidi Levine repeats to journalists Jasper Nathaniel as they try to outrun masked Israeli settlers who attacked her on Friday while she covered the olive harvest in the West Bank village of Abu Falah, near Ramallah.
Around 80 settlers attacked Palestinian olive harvesters in the village, AP reported. The Palestinian Red Crescent said it treated six people injured in two attacks in Abu Falah.
Levine, a freelancer for the Washington Post, told the Committee to Protect Journalists that the settlers knocked her down and kicked her for at least 10 minutes, even after she identified herself as an American journalist. They stole her camera, phone and bag. She was eventually taken to a hospital in Ramallah.
"The IDF provided cover, with tear gas and machine guns, while the settlers beat" Levine "nearly to death," Nathaniel wrote, adding that soldiers then shot a Palestinian bystander and aimed their guns at and shoved paramedics trying to treat him. AP photos and circulating videos show Israeli soldiers standing over a wounded Palestinian man after they shot him.
Andrey X, an activist also at the scene, said a Palestinian man "saved our lives from the settler-terrorists who attacked the olive harvesters and journalists” armed only with a slingshot.
Leonardo retweeted
Fun but true story
And fuck anyone who disbelieves.
I fucked around for couple years after college. Then worked in asset mgmt at first union while I got mba at night. Cap markets. Loan syndications. Got cfa. 3/3.
Worked with some amazing people that went on to work at best bank and hedge funds in world in this timeframe. CDS. The focus.
2003-ish I tell my boss hey dude these pollution control revenue bonds that remarked weekly or monthly use a letter of credit. You have a bank backstop the remarking. But CDS was inefficient at the time. For many reasons.
My boss and I created a CDS backed letter of credit facility. Cheaper.
The first one we did was Ohio Edison. A subsidiary of first energy at the time. They were paying like 250 bps on a 200 million syndicated LC faculty. We said we’d take it at 200 bps. CDs market was at 150 bps. Found buyers.
Then txu. Hahaha I’m a dummy. Left the group after doing txu deal. $400 mil pollution control revenue bonds that were remarkably weekly I think. We saved them 50 bps a year on 400 mil but the catch was if they wanted out earlier than 5yrs there was make whole. Me and my boss Mike created it all.
So we offered bilateral lines cheaper. 50 bps for the issuer. 50 bps for us. Locked in. By the structure. +/-
That started at first union / Wachovia that is now Wells Fargo. I went to hf before txu lbo happens
I ofc have friends that were there. When txu lbo happens they still had my trade on. 400+/- lc facility. Long CDs meaning short the credit. Make whole. LBO needed to take those bonds out. Trade paid hundred plus million for the bank.
The $CRWV CDS situation not what you want to see of course but a few points
- I cut my teeth on CDS circa 2003. Created first time CDs structures. Traded a ton. Billion up cdx ig. Was Wild West. Tons of liquidity. Through Gfc. Now is not then.
-Bonds also getting hit but capital structures can be complex.
- don’t really know crwv but if they have hyperscalers backing on debt from some facilities and not on other debt the cost of capital will of course vary.
- CDS market is a cheapest to deliver market. Can deliver the worst bond in capital structure. Can have secured debt with IG counter parties. Unsecured debt with guarantors. Unsecured or jr debt below that. You can deliver shittiest bond.
-until the curve flattens then inverts nobody in credit markets believes bankruptcy is imminent.
This is what our taxpayer money is funding because zionists control our gov. We will be paying for decades to come.
Hind Rajab’s final phone call lasted approximately 70 minutes in the released audio recordings, but the entire communication lasted more than three hours.
The full recording was heartbreaking, but this specific part continues to haunt us to this day. The Israeli occupation continues to kill children til this day.
