I’m re-reading “Diary of a Very Bad Year” for reasons I’ll detail another time. It’s a great book about how the financial system can go wrong, and explains things in ways that non-financial people can understand. It’s also my recommended primer on the HF industry.

This video has more utility than 99.9% of altcoins.

MW is short $SOFI. We believe SOFI is a financial engineering treadmill—not a healthy origination business. GE Capital-style marks, Enron-esque off-balance-sheet structures, and relentless dilution. muddywatersresearch.com/research/2026/…

It's all very abstract until you look at one. Just one. And imagine what she's going through after 7 years in this cage. This is why we had to break them out.

We asked $SOFI 11 questions before we published. It answered zero. The only response was to have the in-house lawyer demand to know who we are. It’s been 5 days since the report. We’re still waiting. Our unanswered questions: muddywatersresearch.com/research/2026/…

MW’s elevator pitch on $SOFI from Squawk Box this morning - “SOFI’s superpower is borrowing money and turning the borrowing proceeds into loan sales” cnbc.com/video/2026/03/…

$SPY Don't forget Substack is free till end of month, then monthly, annual and Lifetime pricing will increase. This is not a daytrading room...I try to teach how to locate large TAM stocks, how to trim and add, buy & hold. This is some of what we covered over the past few

Tape feels very 2022 but nice indicator view anyhow

The Weekly | March 28, 2026 42macro.com/is-iran-now-pe… Is Iran Now Permanently In Control of Global Energy Markets?

“HOW DARE YOU SPEAK LIKE THIS” -Tucker Carlson to Donald Trump One of the most prominent right-wing voices has broken away from Trump, directly criticising him.

$SPY $NBIS $SNDK You might have missed this since X now only allows 5% of my followers to see my posts...please share if you think your followers might benefit

#BREAKING: Velshi: “President Trump is urging people to get out and vote…not here in the United States, he’s weighing in on the election in Hungary, and encouraging voters there to keep the country’s Prime Minister Viktor Orban in power. Orban is widely regarded as an

Aaron Rupar These people forget they work for the American people and the American people reject this war by 95%.

In strong uptrends, morning weakness is a buy, and in this case, Sunday night opening. Buy first pullback below 5 SMA!

Kyle sent me this 5 SMA buy in EWZ for tomorrow.

talk about the ultimate "pothole" repairs tonight! Copper was the first to fill....silver next? (peso and EC close, too)

🚨 Anthropic's own team just showed how to actually use Claude Code properly. 30 minutes. free. the person who created Claude Code. watch the workshop. bookmark it. worth more than every $500 course you almost bought. you've been using Claude without knowing 40 of its

I love that even though the older cat hissed the kitten was just like, I’m gonna just squeeze in right here 😂🥰

Almost nobody looks at this chart… but it’s one of my favorite ways to spot when a move may be running on fumes. This is a simple 60‑minute line chart of high yield vs SPY. I use it to track divergences between “smart money” (bonds) and “dumb money” (equities). The last major

Dog brought back a lost lamb home that was missing for two days..🐕🐾🐑🙏❤️