Bill Ackman (mirror)
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I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean.
Forced liquidations and margin calls in crypto are leading to F2 share (cont in image...)
Forced liquidations and margin calls in crypto are leading to F2 share (cont in image...)
November 22, 2025 at 3:27 PM
I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean.
Forced liquidations and margin calls in crypto are leading to F2 share (cont in image...)
Forced liquidations and margin calls in crypto are leading to F2 share (cont in image...)
November 22, 2025 at 3:27 PM
Retweeted Geiger Capital:
Official results now in from Argentina…
Javier Milei’s La Libertad Avanza (purple) has 40.8% of the votes, while the Peronist left-wing opposition (blue) has 24.4%.
90%+ counted. An even better outcome for Milei than their most optimistic prediction.
Official results now in from Argentina…
Javier Milei’s La Libertad Avanza (purple) has 40.8% of the votes, while the Peronist left-wing opposition (blue) has 24.4%.
90%+ counted. An even better outcome for Milei than their most optimistic prediction.
October 27, 2025 at 7:28 PM
I think this is superb advice. Worth a careful read:
Michael Milken – Lessons on Money, Family, and Success
(Forum for Family Asset Management, Milken Conference, Mexico City –
paraphrased notes)
Spend time with your kids — you’ll pay for it (for better or worse) either now (cont in image...)
Michael Milken – Lessons on Money, Family, and Success
(Forum for Family Asset Management, Milken Conference, Mexico City –
paraphrased notes)
Spend time with your kids — you’ll pay for it (for better or worse) either now (cont in image...)
October 27, 2025 at 6:52 PM
October 27, 2025 at 5:32 PM
Retweeted Laura Loomer:
NEW:
🚨 @ZohranKMamdani tied to Pro-Muslim Brotherhood & pro-HAMAS jihadi who was arrested by @ICEgov at the San Francisco International Airport today for his ties to terrorist organizations 🚨
It’s worth noting that Sami Hamdi @SALHACHIMI , the (cont in reply...)
NEW:
🚨 @ZohranKMamdani tied to Pro-Muslim Brotherhood & pro-HAMAS jihadi who was arrested by @ICEgov at the San Francisco International Airport today for his ties to terrorist organizations 🚨
It’s worth noting that Sami Hamdi @SALHACHIMI , the (cont in reply...)
October 27, 2025 at 4:30 PM
Retweeted Joe Borelli:
Yep, I said it. Should be obvious.
Curtis is polling at half of what he was polling this week 4 years ago and the vote total he actually got when he got blown out by Eric Adams… HALF that
The blame is on Curtis, not his supporters. There WAS a path.1/4 (cont in reply...)
Yep, I said it. Should be obvious.
Curtis is polling at half of what he was polling this week 4 years ago and the vote total he actually got when he got blown out by Eric Adams… HALF that
The blame is on Curtis, not his supporters. There WAS a path.1/4 (cont in reply...)
October 27, 2025 at 3:56 PM
Retweeted Gary Greenberg:
@PeteButtigieg is supporting a socialist who went to Uganda , supported dictators who humiliate & kill gays. Mamdani supports Hamas, who humiliates & kills gays in Gaza.What is Pete thinking? Forgot Andrew Cuomo passed marriage equality act, Pete?! (cont in reply...)
@PeteButtigieg is supporting a socialist who went to Uganda , supported dictators who humiliate & kill gays. Mamdani supports Hamas, who humiliates & kills gays in Gaza.What is Pete thinking? Forgot Andrew Cuomo passed marriage equality act, Pete?! (cont in reply...)
October 27, 2025 at 1:33 PM
Retweeted RedWave Press:
Scott Jennings: “Today, [Zohran Mamdani] had this press conference—I watched a chunk of it. I didn't hear any words for the victims of 9/11 but he found the real victim, his aunt. The victims of 9/11 were in the Twin Towers. This were the victims.” (cont in reply...)
Scott Jennings: “Today, [Zohran Mamdani] had this press conference—I watched a chunk of it. I didn't hear any words for the victims of 9/11 but he found the real victim, his aunt. The victims of 9/11 were in the Twin Towers. This were the victims.” (cont in reply...)
October 25, 2025 at 5:35 PM
Retweeted New York Post:
“Antisemitic activist Linda Sarsour isn’t just playing a big role in Zohran Mamdani’s NYC’s mayoral campaign — she’s been a political mentor and close friend of the silver-spoon socialist for nearly a decade and helped guide his far-left hatred of (cont in reply...)
“Antisemitic activist Linda Sarsour isn’t just playing a big role in Zohran Mamdani’s NYC’s mayoral campaign — she’s been a political mentor and close friend of the silver-spoon socialist for nearly a decade and helped guide his far-left hatred of (cont in reply...)
October 25, 2025 at 4:37 PM
Retweeted Vigilant Fox 🦊:
Bill Maher gets testy with a liberal guest who calls a Mamdani win in New York a “good thing.”
Kate Bedingfield really tried her best to defend Mamdani, but Maher got a round of applause when he pressed her with this inconvenient fact:
BEDINGFIELD: (cont in reply...)
Bill Maher gets testy with a liberal guest who calls a Mamdani win in New York a “good thing.”
Kate Bedingfield really tried her best to defend Mamdani, but Maher got a round of applause when he pressed her with this inconvenient fact:
BEDINGFIELD: (cont in reply...)
October 25, 2025 at 4:33 PM
Retweeted Lattina Brown, MPA 🇯🇲🇺🇸:
Stop falling for the fake polls.
It’s a classic tactic — designed to make you think Zohran Mamdani already has it locked up and to discourage you from voting. It’s desperation, plain and simple. I know the playbook — this is exactly how the (cont in reply...)
Stop falling for the fake polls.
It’s a classic tactic — designed to make you think Zohran Mamdani already has it locked up and to discourage you from voting. It’s desperation, plain and simple. I know the playbook — this is exactly how the (cont in reply...)
October 25, 2025 at 3:54 PM
Retweeted Vigilant Fox 🦊:
Bill Maher warns Democrats to think twice before putting Zohran Mamdani in charge of NYC.
“He seems like a sweet guy, Mamdani. But…this is not just New York that’s on the ballot—I think the whole Democratic Party in the country is on the ballot.
“And (cont in reply...)
Bill Maher warns Democrats to think twice before putting Zohran Mamdani in charge of NYC.
“He seems like a sweet guy, Mamdani. But…this is not just New York that’s on the ballot—I think the whole Democratic Party in the country is on the ballot.
“And (cont in reply...)
October 25, 2025 at 3:30 PM