TriCap
@triforcecap.bsky.social
Systematic Trend Follower. Chief Algo Supervisor. Friendly to most.
Reposted by TriCap
China's lending is shifting toward wealthy nations -- with the U.S. topping the list at over $200 billion, according to a report.
trib.al/Xvto5AF
trib.al/Xvto5AF
November 22, 2025 at 3:15 AM
China's lending is shifting toward wealthy nations -- with the U.S. topping the list at over $200 billion, according to a report.
trib.al/Xvto5AF
trib.al/Xvto5AF
Reposted by TriCap
GS making the case that hyperscalers have gone from net cash to (barely) net debt and their leverage capacity is tremendous based on just current cashflows
November 22, 2025 at 5:32 AM
GS making the case that hyperscalers have gone from net cash to (barely) net debt and their leverage capacity is tremendous based on just current cashflows
Reposted by TriCap
Non-cash gains on private company stakes accounted for 7% of SPX earnings last quarter
November 22, 2025 at 5:44 AM
Non-cash gains on private company stakes accounted for 7% of SPX earnings last quarter
Reposted by TriCap
Years-long drought takes its toll
Tyson Foods to close major US beef plant as cattle supplies dwindle reut.rs/44kxeB1
Tyson Foods to close major US beef plant as cattle supplies dwindle
Tyson Foods will close a major beef plant in Lexington, Nebraska, with about 3,200 employees in January after U.S. cattle supplies dropped to their lowest level in nearly 75 years, the meatpacker said on Friday.
reut.rs
November 22, 2025 at 1:14 AM
Years-long drought takes its toll
3200 employees let go in a town of 10k. Loss of habit and input cost inflation killed it.
Tyson Foods to close major US beef plant as cattle supplies dwindle reut.rs/44kxeB1
Tyson Foods to close major US beef plant as cattle supplies dwindle
Tyson Foods will close a major beef plant in Lexington, Nebraska, with about 3,200 employees in January after U.S. cattle supplies dropped to their lowest level in nearly 75 years, the meatpacker said on Friday.
reut.rs
November 22, 2025 at 1:31 AM
3200 employees let go in a town of 10k. Loss of habit and input cost inflation killed it.
Reposted by TriCap
Reposted by TriCap
The man literally has no ideology other than never servicing a debt or facing any consequences for his actions.
November 21, 2025 at 9:36 PM
The man literally has no ideology other than never servicing a debt or facing any consequences for his actions.
Reposted by TriCap
Zohran flip your hair again we need healthcare get him to give us healthcare.
November 21, 2025 at 9:26 PM
Zohran flip your hair again we need healthcare get him to give us healthcare.
Reposted by TriCap
Trailing 18-month returns:
S&P 500 Utilities Sector: +27.5%
BTC: +21.9%
S&P 500 Utilities Sector: +27.5%
BTC: +21.9%
November 21, 2025 at 9:23 PM
Trailing 18-month returns:
S&P 500 Utilities Sector: +27.5%
BTC: +21.9%
S&P 500 Utilities Sector: +27.5%
BTC: +21.9%
Leverage between Senate and executive has notably changed imo.
The Trump Administration has put on hold a draft executive order that would seek to preempt state laws on artificial intelligence -Sources.
November 21, 2025 at 7:31 PM
Leverage between Senate and executive has notably changed imo.
Reposted by TriCap
The Trump Administration has put on hold a draft executive order that would seek to preempt state laws on artificial intelligence -Sources.
November 21, 2025 at 7:25 PM
The Trump Administration has put on hold a draft executive order that would seek to preempt state laws on artificial intelligence -Sources.
Reposted by TriCap
Many people are wrong about how AI changes Search ads because they think of their own search experiences
But only a minority of searches are monetized
Barclays analyst: "About 20% of Google's Search queries are commercial historically" (25Q3 call)
$GOOG mgmt. didn't disagree
But only a minority of searches are monetized
Barclays analyst: "About 20% of Google's Search queries are commercial historically" (25Q3 call)
$GOOG mgmt. didn't disagree
November 21, 2025 at 7:19 PM
Many people are wrong about how AI changes Search ads because they think of their own search experiences
But only a minority of searches are monetized
Barclays analyst: "About 20% of Google's Search queries are commercial historically" (25Q3 call)
$GOOG mgmt. didn't disagree
But only a minority of searches are monetized
Barclays analyst: "About 20% of Google's Search queries are commercial historically" (25Q3 call)
$GOOG mgmt. didn't disagree
Reposted by TriCap
RIP carbon dating.
I would honestly pay to be a waiter here.
The world’s first AI dating cafe is opening in NY this December
Imagine sipping a latte under dim lights—except your date isn’t across the table as a person, but glowing from your phone. This December, New York City will host the world’s first AI dating café, a cl...
www.yahoo.com
November 21, 2025 at 6:14 PM
RIP carbon dating.
Trial ballon to measure Senate.
Trump team internally floats selling Nvidia H200 chips to China.
November 21, 2025 at 6:55 PM
Trial ballon to measure Senate.
Reposted by TriCap
USA: got that dog in them
USA: also, unfortunately, got that rabid racoon in them too.
USA: also, unfortunately, got that rabid racoon in them too.
November 21, 2025 at 5:05 PM
USA: got that dog in them
USA: also, unfortunately, got that rabid racoon in them too.
USA: also, unfortunately, got that rabid racoon in them too.
Those were the days!
Employment up over the year in 221 of the 372 largest U.S. counties, March 2025 #BLSData www.bls.gov/opub/ted/202...
November 21, 2025 at 5:38 PM
Those were the days!
Reposted by TriCap
'Iran’s capital must be moved because the country “no longer has a choice,” President Masoud Pezeshkian said on Thursday in remarks carried by state media, warning that severe ecological strain has made Tehran impossible to sustain'
#Iran 🇮🇷
#Iran 🇮🇷
Iran president says capital move now a necessity as water crisis deepens
Iran’s capital must be moved because the country “no longer has a choice,” President Masoud Pezeshkian said on Thursday in remarks carried by state media, warning that severe ecological strain has mad...
www.iranintl.com
November 21, 2025 at 4:52 AM
'Iran’s capital must be moved because the country “no longer has a choice,” President Masoud Pezeshkian said on Thursday in remarks carried by state media, warning that severe ecological strain has made Tehran impossible to sustain'
#Iran 🇮🇷
#Iran 🇮🇷
Vegetarians getting sacked.
November 21, 2025 at 4:38 PM
Vegetarians getting sacked.
Reposted by TriCap
NEW: ICE has finally released post-shutdown detention data. The latest data reveals that a full 40%(!) of people arrested in the interior and held in ICE detention have no criminal record; no criminal charges or prior convictions. That is up from just 4% when Trump took office.
November 21, 2025 at 4:01 PM
NEW: ICE has finally released post-shutdown detention data. The latest data reveals that a full 40%(!) of people arrested in the interior and held in ICE detention have no criminal record; no criminal charges or prior convictions. That is up from just 4% when Trump took office.
Has to move the 5y5y or it doesn’t count.
MICHIGAN 5-10 YR INFL EXPECTATIONS AT 3.4% VS PRELIM. 3.6%
November 21, 2025 at 3:43 PM
Has to move the 5y5y or it doesn’t count.
Reposted by TriCap
‘The Japanese yen and bond market are declining in tandem, amid concerns about fiscal discipline, commitment to the inflation target, and risks of capital flight.’ thedailyshot.com/2025/11/21/u...
November 21, 2025 at 3:11 PM
‘The Japanese yen and bond market are declining in tandem, amid concerns about fiscal discipline, commitment to the inflation target, and risks of capital flight.’ thedailyshot.com/2025/11/21/u...
lol. $32B whole dollars!
China is DUMPING US Treasuries: China has sold $32 BILLION of US government bonds in 3 months, bringing its total to $700.5 billion, the lowest in 17 YEARS.
November 21, 2025 at 3:23 PM
lol. $32B whole dollars!
Reposted by TriCap
Big warning from Vanguard's bonds boss Sara Devereux: the market is pricing in way too many Fed cuts www.ft.com/content/22b5...
Wall Street is banking on too many Federal Reserve rate cuts, Vanguard warns
Asset management giant’s bond chief says ‘massive’ spending on AI will bolster the US economy
www.ft.com
November 21, 2025 at 2:50 PM
Big warning from Vanguard's bonds boss Sara Devereux: the market is pricing in way too many Fed cuts www.ft.com/content/22b5...
Reposted by TriCap
@usbls.bsky.social seems to be real
It is really them!
November 21, 2025 at 2:45 PM
@usbls.bsky.social seems to be real