Henry Rearden
@hfrearden.bsky.social
Investor. Thinker. Professional opportunist.
Got on social media trying to expose control fraud Carvana, got kicked off Twitter for trying to expose control fraud Tesla. Curiously watching unprecedented lawlessness converge with government corruption. 🧐👀🤷♂️
Got on social media trying to expose control fraud Carvana, got kicked off Twitter for trying to expose control fraud Tesla. Curiously watching unprecedented lawlessness converge with government corruption. 🧐👀🤷♂️
In case you missed it…
No shortage of lessons and theories that can be extracted…🤦♂️
on.ft.com/4r4LZBK The soaring price of a steak
No shortage of lessons and theories that can be extracted…🤦♂️
on.ft.com/4r4LZBK The soaring price of a steak
The soaring price of a steak
Beef costs have risen sharply in many countries, adding to the pressure on living standards and bringing Donald Trump into conflict with ranchers
on.ft.com
November 17, 2025 at 1:24 PM
In case you missed it…
No shortage of lessons and theories that can be extracted…🤦♂️
on.ft.com/4r4LZBK The soaring price of a steak
No shortage of lessons and theories that can be extracted…🤦♂️
on.ft.com/4r4LZBK The soaring price of a steak
As this is the case, it’s likely:
1) Elon outlives his usefulness (the worlds richest person whose bezzle throws off tens of billions of dollars a year means that’s unlikely); or
2) Elon is found floating in a pool; or
3) Unforeseen contagion in options / credit market starts a +50% drawdown
1) Elon outlives his usefulness (the worlds richest person whose bezzle throws off tens of billions of dollars a year means that’s unlikely); or
2) Elon is found floating in a pool; or
3) Unforeseen contagion in options / credit market starts a +50% drawdown
October 26, 2025 at 12:48 PM
As this is the case, it’s likely:
1) Elon outlives his usefulness (the worlds richest person whose bezzle throws off tens of billions of dollars a year means that’s unlikely); or
2) Elon is found floating in a pool; or
3) Unforeseen contagion in options / credit market starts a +50% drawdown
1) Elon outlives his usefulness (the worlds richest person whose bezzle throws off tens of billions of dollars a year means that’s unlikely); or
2) Elon is found floating in a pool; or
3) Unforeseen contagion in options / credit market starts a +50% drawdown
My account was permanently suspended for $TSLA research suggesting wire securities and tax fraud, racketeering, stock manipulation, consumer fraud resulting in death, etc.
Seems generally accepted so not sure why I had to be cancelled. 🤷♂️
No views on $CVNA since 2023 restructuring.
Seems generally accepted so not sure why I had to be cancelled. 🤷♂️
No views on $CVNA since 2023 restructuring.
October 26, 2025 at 12:46 PM
My account was permanently suspended for $TSLA research suggesting wire securities and tax fraud, racketeering, stock manipulation, consumer fraud resulting in death, etc.
Seems generally accepted so not sure why I had to be cancelled. 🤷♂️
No views on $CVNA since 2023 restructuring.
Seems generally accepted so not sure why I had to be cancelled. 🤷♂️
No views on $CVNA since 2023 restructuring.
Sorry I thought this was meant to be funny?
I can see though that if say Malala had done this and been treated this way it would not be…
But maybe there’s a point in there somewhere?
I can see though that if say Malala had done this and been treated this way it would not be…
But maybe there’s a point in there somewhere?
a man with a mustache wearing a grey sweater
ALT: a man with a mustache wearing a grey sweater
media.tenor.com
October 4, 2025 at 8:54 PM
Sorry I thought this was meant to be funny?
I can see though that if say Malala had done this and been treated this way it would not be…
But maybe there’s a point in there somewhere?
I can see though that if say Malala had done this and been treated this way it would not be…
But maybe there’s a point in there somewhere?
Smartest guy in most rooms
October 2, 2025 at 6:04 AM
Smartest guy in most rooms
*insert Donald Trump “FIGHT (the Fed)” meme here. 🤷♂️
a man in a suit holds a sign that says " trump "
ALT: a man in a suit holds a sign that says " trump "
media.tenor.com
September 20, 2025 at 12:09 PM
*insert Donald Trump “FIGHT (the Fed)” meme here. 🤷♂️
Maybe it was the Tesla human crisper article in Bloomberg?
Or the fact that the options mania (racket) is TBTF?
Or the fact that the options mania (racket) is TBTF?
a woman in a suit says oh honey at this point on snl
ALT: a woman in a suit says oh honey at this point on snl
media.tenor.com
September 12, 2025 at 1:06 PM
Maybe it was the Tesla human crisper article in Bloomberg?
Or the fact that the options mania (racket) is TBTF?
Or the fact that the options mania (racket) is TBTF?
Let alone capitalizing strip mall lessor data center earnings at AI revenue multiples. And yet, all we know is:
1) this ends the way it always does (based on the immutable laws of economics); and
2) today is not that day.
1) this ends the way it always does (based on the immutable laws of economics); and
2) today is not that day.
September 12, 2025 at 1:02 PM
Let alone capitalizing strip mall lessor data center earnings at AI revenue multiples. And yet, all we know is:
1) this ends the way it always does (based on the immutable laws of economics); and
2) today is not that day.
1) this ends the way it always does (based on the immutable laws of economics); and
2) today is not that day.
It’s very likely that Optimus will be 80% ($24b of the “value”). 😬👀🤷♂️
September 3, 2025 at 12:01 PM
It’s very likely that Optimus will be 80% ($24b of the “value”). 😬👀🤷♂️
But as an unregulated racket wherein billions of bezzle are produced annually via options trading, security lending, advising, politician bribing, horse breeding (?)…Tesla is a $1 trillion (10x Enron / 30x Theranos!?).
When the dust settles at $30 billion (a 97% drawdown)…
When the dust settles at $30 billion (a 97% drawdown)…
September 3, 2025 at 12:01 PM
But as an unregulated racket wherein billions of bezzle are produced annually via options trading, security lending, advising, politician bribing, horse breeding (?)…Tesla is a $1 trillion (10x Enron / 30x Theranos!?).
When the dust settles at $30 billion (a 97% drawdown)…
When the dust settles at $30 billion (a 97% drawdown)…
I may have been the banker on that deal. Or maybe the mouth cheese CEO phenomenon is pervasive.
Could become the new toupee/hard hat test.
Could become the new toupee/hard hat test.
August 30, 2025 at 12:37 PM
I may have been the banker on that deal. Or maybe the mouth cheese CEO phenomenon is pervasive.
Could become the new toupee/hard hat test.
Could become the new toupee/hard hat test.