Non-resident Canadian living a freedom life
Joined March 2020
- Tweets16.5K
- Following1.3K
- Followers7.8K
- Likes80K
Pinned Tweet
The most important rule everyone must learn is, 99% of people will lie to you if it is in their self-interest. Even those you love. The 1% of people who don't, who tell the hard truths, are the only people you should keep in your inner circle. Integrity is the most scarce asset.
Meanwhile, actual oil news in Iran, not just politician narratives:
BREAKING: Iran's IRGC says four oil tankers were destroyed by naval mines south of the Strait of Hormuz and two more vessels seized. Middle East oil exports already slipped to 17.1M bpd in October from 18.9M. #Iran #Hormuz #OilMarkets #Tankers
oilprice.com/Latest-Energy-N…
So, the market believes that Trump admits to Iran defeat, just leaves and allows the extortion toll booth. That would be the first L he ever admitted to taking in his life. I don't buy it.
Congress is still pro-Israel majority so what would the new admin 'peace deal' look like?
Insults and lies come from the same place. Insults are someone trying to shrink you so they can feel bigger. Lies are someone trying to dodge the consequences of shitty choices, theirs or someone else's. Both reveal a weak, insecure person on the inside, and neither deserves space in your head.
For a prime example, look no further than the current President of the United States. His lies and insulting posts about the Epstein Files, the Iran war, and comments on anyone who pushes back on him, reveal his true character. He will never take responsibility for today's crushing loss, so he insults, lies, and blames everyone else.
Massie for 3rd party President 🙏
J Mackay retweeted
I’m going to create a one-man news bureau called Al Shawarma Al Hummus so that I can go full port into shorting oil futures before tweeting a fake peace headline every week. I’ll be a billionaire in a month since the algos keep falling for it.
US–IRAN: REPORTS SIGNAL POTENTIAL DIPLOMATIC BREAKTHROUGH
Washington has reportedly approved a draft memorandum of understanding presented to Iran by Qatari mediators, according to Al-Araby Al-Jadeed, citing sources close to the mediation team.
Discussions are reportedly underway over arrangements for a simultaneous announcement by both sides.
Negotiators are said to be discussing the first steps toward an interim agreement, followed by a resumption of US–Iran talks.
The reports remain unconfirmed, with no official agreement announced.
From 30% (ATH) to just 19% YTD in only 6 trading days - since waking up last Sunday:
1. $BORR jackup collapse
2. Brazil election steal
3. Binance crypto hack ( $BTC chain is fine though )
4. Fake news Iran peace deal today
2026 can be summed up by the phrase, 'when it rains, it pours.'
On the bright side, I did meet this cute, fun Colombiana yesterday, literally in the rain. Postive vibes from a good woman helps with the pain of a constant red account screen.
Journalists 1 day before the US vote
🤖 Made with AI
I made Iran's 7 demands into an easy-to-understand chart.
If you think the US Gov is even partially run by Israel, then you know there is no deal here.
And even if there is, it only lasts a couple weeks anyway, before all promises are broken because they're all complete liars
Iranian officials have left Doha following indirect negotiations with Washington, as a draft proposal for a potential agreement circulates
Iran's 7 conditions to end the war
1. End all military hostilities across the region, including Lebanon, Yemen, Iraq and Gaza.
2. Release frozen Iranian assets held in foreign banks.
3. Lift the U.S. naval blockade of Iranian ports.
4. Remove economic and political sanctions against Iran.
5. Withdraw U.S. troops from the region.
6. Pay war reparations for damages caused during the war.
7. End U.S. threats and hostile rhetoric directed at Iran
Doubled my size on $NU. Company feels like a gift at 11.5/share.
I personally use the service and it's the best banking app I've ever had.
Every banking expert I've listened to loves the company.
It was almost 19/share not too long ago and sold off first on a Monzo takeover report Nu shut down, then down hard on the shady Lula election steal in Brazil.
13x annualized Q2 EPS
ROE: 33% (wow)
Net income: $1.06B Q2, +49% YoY (wow)
Revenue: +39% YoY
Cost to serve: ~$0.80 per active customer per month vs. $17 in revenue per active customer (wow)
Efficiency ratio: 19.5% (world class)
EPS $0.85 this year + expected $1.05-1.15 in 2027
Most exciting is, they plan to enter the US market, which will be a very interesting experiment. It will take time, but they are very good at taking clients from incumbents.
Next earnings date is Nov 12th, and the call will be interesting to hear their future plans. Their model could apply to so many new markets. $NU's future growth potential is huge.
All feedback/pushback is welcome, especially because banking is not my specialty.
