Glad to see that hawkish sentiment is on the rise.

FinTwitter@fintwitter.bsky.social · 4h ago

KASHKARI SAYS HIS AIM IS NOT TO SLOW DOWN THE ECONOMY BUT TO ACHIEVE A 2% INFLATION RATE.

I'm disappointed but not surprised.

$SPCX is down 10%, trading at $111.67/sh. I had a feeling that if Mark Spiegel tells you not to short a stonk, that's a sign to short it. Not sure why though... SA's interpretation is the huge ramp up in capital spending - this is what also sunk $GOOGL after earnings.

They beat revenue and loss per share estimates, so I thought the stock would moon. But $SPCX is actually down 6% in AH trading? Make it make sense. I'm short so I'm happy but I'm also not getting what's happening.

Lora Kolodny@lorak.bsky.social · 23h ago

SpaceX earnings call is about to begin - their first as a public company, discussing Q2 2026 results. We're listening & will update here so you don't have to... www.cnbc.com/2026/08/04/s...

For people with mental illnesses, it's really hard to tell where the mental illness ends and where the asshole-ness begins. You know the person isn't criminally insane, so there is responsibility. But on the other hand, they are not their normal self either...

Rick Perlstein@rickperlstein.bsky.social · 5d ago

A watershed piece. America will have have a very hard time becoming less imperialist as long as combat service is sentimentalized and fetishized, when it actually tends to turn men into broken, hateful people, and helps make things like like Trumpism happen. www.newyorker.com/news/the-pol...

<< $SPCX $330 calls dominate options ahead of earnings and amid short interest surge>> - Seeking Alpha My god, I have seen this story before.

<<Findings indicate that higher consumption of plant-based protein is significantly associated with better odds of healthy aging, improved cognition, and sustained physical independence compared to animal protein sources.>> -LLM summary youtu.be/gToSwdULo9E?...

Plant Protein or Animal Protein: Which One Actually Helps You Age Better? | Simon Hill

YouTube video by The Proof with Simon Hill

youtu.be

I use the gif of this scene so much that I looked into where it came from. Seems like a sh*tty movie. youtu.be/KaZu15iJE94

Antonio Banderas Assassins laptop scene

YouTube video by PepperedAngus

youtu.be

Alex Jones (1974-2026) was the biggest supporter of iodine. So why did Big Iodine blow him up?

Wishing once again @kennethdredd.bsky.social would post only here and not on the Nazi site or at least cross-post:

I have literally blocked Reddit on my computer and phone because I got caught up in a debate about the healthfulness of vegan diets. Some guy commented in response to me "if *veganism* is so healthy, why doesn't India have more medals at the Olympics?". I'm done after that with that place.

Clay Jayton (of old Twitter $TSLAQ fame) has been commemorated.

FinTwitter@fintwitter.bsky.social · 2d ago

JAY CLAYTON SWORN IN AS DIRECTOR OF NATIONAL INTELLIGENCE -ODNI STATEMENT

🚨 Prospective Iranian tolls turn out to be totally legit? www.ft.com/content/06f8...

Iranian tanker tolls: totally legit after all?

Nice Suezmax you’ve got there. Shame if something happened to it

ft.com

<<Cathie Wood loads up SpaceX ahead of earnings debut, buys CoreWeave, Tesla, trims Shopify>> This is the sort of info that would push me to make baggy short sales of $SPCX . Let’s see the price after the lock-up expiry.

Once again what republican senators/reps object to is so arbitrary. For instance, the Qatari jet gift to Trump whose renovations the tax payers paid for was okay. When Kristi Noem renovated her jet, she was given a dressing down. And now this slush fund is withdrawn. www.bbc.com/news/article...

Blanche withdraws Trump fund plan in writing, ahead of AG confirmation vote

Two Republican senators wanted a written guarantee that Trump would not revive a controversial proposal.

bbc.com

When this updates with July metrics, are we mooning once again? Stock market degens, don't disappoint me. $IBKR investors.interactivebrokers.com/en/general/a...

Excellent trolling.

Who the f would take this guy seriously at this point? Genuine question: Is Trump the dumbest US president ever? Let's just say we are interested in 'academic intelligence' for all the bleeding hearts who claim there are multiple kinds of intelligence. www.bbc.com/news/article...

Trump says he is cancelling strikes on Iran subject to deal being made 'rapidly'

The US president claims Iran and other Middle Eastern countries asked Washington to hold off on any attack as the "perimeters" of a deal had been agreed.

bbc.com

You Will Never Get Big Algae! (Or Her Agents... 😉) www.youtube.com/watch?v=sXtz...

Trump doubles down on Reflecting Pool vandalism claims

YouTube video by ABC News

youtube.com

We need to declare Israel a pariah state immediately and send Netenyahu to the Hague. Only then clowns like this guy will at least voice their racist opinions only in other racist company and not to a BBC journalist. www.bbc.com/news/article...

Israeli West Bank settler tells BBC attacks on Palestinians are justified as revenge

Settler violence against Palestinians is on the rise in the West Bank, as settlements and outposts expand.

bbc.com

I had a minor disagreement with a carnist who claimed to be working for animal welfare. So to cheer myself up, I looked up nutritional labels of products of animal abuse at a grocery store. (Not the public grocery stores of our caliph @mayor.nyc.gov sadly.)

I'm not gonna lie. Nothing quite takes the edge off like a hedge fund blow-up. During 2018-2019, we have had a couple of short vol traders blow up. And there was the options guy who made that legendary YT video. Situational Awareness blow-up filled an important vacuum in the current discourse.

We are asking for special protection for these brave souls as such ratist violence has claimed lives of many hawks. Rate hikes are a human right. #HawkLivesMatter

Michael Derby@michaelsderby.bsky.social · 5d ago

Update: all three dissenters have weighed in now.

I covering the $TSLA short. Musk will probably make an on-paler insane bid backed by inflated $SPCX stock. The Musk story is getting more and more of a Ivar Kreuger vibe here.

George Pearkes@peark.es · 6d ago

So $SPCX swallowing $TSLA is absolutely happening. www.wsj.com/business/aut...

Partly what's going on is that, these guys can't beat the market without taking insane risks. When they take insane risks, they do really well in good times. But in bad times, they just blow the f*ck up.

PPP Grifter 🏴‍☠️🏴‍☠️🏴‍☠️🏴‍☠️@pppgrifter.bsky.social · 6d ago

I join Mr. Jones in his calls for impeachment of Mr. Trump based on the 25th Amendment. Mr. Trump has become a sleepy vegetable and can no longer discharge duties of high office - therefore must be impeached. (To be fair, he never could.) constitutioncenter.org/the-constitu...

Ron Filipkowski@ronfilipkowski.bsky.social · 6d ago

End of an era.

Hwang’d

There is bagholding. Then there is this: <<The fund’s largest holdings at the end of the first quarter included Nebius Group, Sandisk, Micron and CoreWeave according to filings. All four of those stocks are down more than 35% this month.>>

George Pearkes@peark.es · 6d ago

CNBC's David Faber reported earlier that the firm was trying to sell assets to outside firms. Just now on TV he cited sources saying the whole public markets book was sold to a third party in a single transaction. Incredible scenes.

"If you're having a heart attack, just defend it," www.youtube.com/watch?v=TKla...

If You're Blind Just See (Official Music Video)

YouTube video by Iliya Shojaei

youtube.com

Aaron Rupar@atrupar.com · 7d ago

Trump on Zelenskyy: "I'd like him to end the war. I get along with both ... I said just, 'end the war.'"

I'm guessing these are federal courts because DoJ is a party. US Federal Court system is withstanding the extreme pressure Trump admin is putting on them. See I know some countries where a judge can be reappointed during a case involving the government... Can't do that in the US, I'm guessing.

Marc Elias@marcelias.bsky.social · 7d ago

Here is a full list of every state that DOJ had sued and lost for access to their voter file: Arizona California Connecticut Kentucky Maine Maryland Massachusetts Michigan New Hampshire New Jersey New Mexico New York Oregon Pennsylvania Rhode Island Virginia West Virginia Wisconsin