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. Tweets are for entertainment only. "Yeah passive, it's easier than thinking"-Hoenig was right!

Joined March 2012
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Carpathia Portfolio Consulting.AI enabled. retweeted
Replying to @davevermilion
She is either sleeping with some Bloomberg/CNBC producers, or she is an Illuminati. There is no other explanation of why she should ever be on TV for being so criminally incompetent.
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This astounds me. The most hated sector still only 3.5% of the spoo is kicking everyone's ass. EMH is a false religion and the models are drags on performance. RIA's still forcing you into long bonds . Look at the bottom.TLT is -38%: The models are fee extractors.
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Carpathia Portfolio Consulting.AI enabled. retweeted
Crusoe essentially failed to secure the necessary customer COMPUTE demand to financially sustain the project. So more supply than demand huh? #AIDarkCompute
🚨BREAKING NEWS: AI DARK COMPUTE $GOOG has bought out Crusoe’s data center site in southeast Wyoming, opting to take on the project itself after the AI computing upstart failed to lock in customers ⬇️ Link: coastaljournal.substack.com/…
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Carpathia Portfolio Consulting.AI enabled. retweeted
Replying to @KeithMcCullough
"I had to get this nose ring after all the draw downs "
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lol, but @Hedgeye is the only firm on wall street that has been moving out of tech for the last two months. Also, getting short $DRAM and $NVDA and other stocks while buying $ELF and $ABNB which reported huge numbers this week. Have a nice weekend!!
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Carpathia Portfolio Consulting.AI enabled. retweeted
Everyone who said legalizing gay marriage would lead to more and more crazy stuff
California city makes history allowing throuples, foursomes to legally register as partners trib.al/injZnvo
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Carpathia Portfolio Consulting.AI enabled. retweeted
60% of women voted for this.
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I want to know, did AI know this was going to happen to the markets?
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Will Democrats misread their victory? Americans voted to rebuke Trump, not for a repeat of Biden-era left-wing overreach. on.wsj.com/484bLOq
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Carpathia Portfolio Consulting.AI enabled. retweeted
Replying to @Milajoy
Rubio is my pick for next president.
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Jesus did not come to seek social change. He did not come to alter the tax code. He did not come to address economic issues. They were not a concern for Him. Was He aware of them? Absolutely. He had perfect knowledge of absolutely everything. There was no abuse, no inequity that He was not fully aware of. He knew that there was a great need for social reform. He knew that there was a great need for tax reform. He knew that there was a great need for care of the poor and the sick who were believed, even by the Jews, to be under the punishment of God and who were treated with indifference and abused. He knew that widows were mistreated, orphans were mistreated. And yet He never came to bring about a social revolution. His appeal was always to the hearts of men, it was always to the souls of men, not their political freedoms. It was not their social justice that He sought. He didn’t participate in civil rights. He wasn’t involved in a crusade to abolish slavery. He preached the gospel, and He knew that all that is just and all that is equitable and all that is good and all that is noble and all that is elevated will come when hearts are changed. He was not interested in a new social order, He was interested in a new spiritual order, and so He didn’t come to create a new nation, He came to create the church. — John MacArthur
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I don't think most Christians in Texas understand the spiritual reality of what is happening. This is bigger than an election. Republican or Democrat. Most Christians are comfortable playing church, but what is coming next will expose who is really living for Christ. God help us.
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The spirit of antichrist is growing in America. It's being fueled by Islam and Progressive Christianity.
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Replying to @VigilantFox
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$33.4 million into these $SPY puts
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WATCH: Violent Leftist goes on UNHINGED rant, then SMACKS a Turning Point Action volunteer at the polls. This mentally ill psychopath should be charged and arrested. They are the party of violence.
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Carpathia Portfolio Consulting.AI enabled. retweeted
Muslims have a plan to make America a Muslim nation. Marxists have a plan to make America a Marxist nation. Secular Progressives have a plan to make America a Secular Progressive nation. … but Christians seem to always have a plan to keep Christianity from further influencing our nation by discipling people into either: 1) Political apathy (“God is sovereign, back off”, “we don’t get political, just do evangelism”) 2) Political ambiguity (“Jesus isn’t a Republican or Democrat, neither Right nor Left” = primary application of gospel to culture) If continued, this will have very predictable (and disastrous) results in coming years, and a few conversations with pastors in deep blue cities / states trying to build churches, pastor people, and raise Christian families will help you realize it.
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Anthropic hoping to get an investment grade bond rating is simply absurd. Any rating agency that might give such a rating should be investigated/shut down immediately.
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COT Report data show something intriguing for crude oil futures. Prices are still high, but the big money "commercial" traders are paring their shorts. These traders have been continuously net short to varying degrees since 2009. Many of them are producers, using futures markets to lock in pricing on their future production. When prices go up they short more. When prices go down, they short less, figuring they can get a better price for their production by waiting. It is quite irregular to see prices moving up and their net short position going down. The implication is that oil prices are headed a lot higher.
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LIVE RADAR: I just got a message from a follower that told me she had her Jetblue flight from Atlanta to Fort Lauderdale diverted due to this mess over Southern Florida. The pilot tried, doing several circles over the Everglades, but no luck. She also experienced severe turbulence, with people throwing up on the plane. These storms are no joke, from above (and on the ground). Multiple flash flood warnings are in effect.
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