Tomás Carmona (@convexmusic) 's Twitter Profile
Tomás Carmona

@convexmusic

vooruitzicht-o.blogspot.com/2022/06/set-03…

ID: 728631762746806276

calendar_today06-05-2016 17:05:24

2,2K Tweet

131 Followers

2,2K Following

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

Bearish bets on small-cap stocks have rarely ever been this high: Speculative net futures positioning on the Russell 2000 has dropped to its lowest since the 2022 bear market low. This is one of the most bearish stances since 2008. Hedge funds and other institutions have been

Bearish bets on small-cap stocks have rarely ever been this high:

Speculative net futures positioning on the Russell 2000 has dropped to its lowest since the 2022 bear market low.

This is one of the most bearish stances since 2008.

Hedge funds and other institutions have been
Meaghan Mobbs (@mobbs_mentality) 's Twitter Profile Photo

I don’t understand the logic of Russia wanting territory and it being seen as a reasonable request. I want a Mercedes G-Wagon but if I was to break into a dealership and attempt to take one, I would rightfully be arrested. International law cannot be erased by aggression.

Janis Kluge (@jakluge) 's Twitter Profile Photo

Russian military spending was almost 50% (!) of total budget revenues in the first half of 2025. This is the result of low revenues and the ever increasing costs of the war. Revenues in H1 were 17.6 trillion RUB, estimated military spending 8.5 trillion. Link to chart below.

Russian military spending was almost 50% (!) of total budget revenues in the first half of 2025. This is the result of low revenues and the ever increasing costs of the war. Revenues in H1 were 17.6 trillion RUB, estimated military spending 8.5 trillion. Link to chart below.
Jürgen Nauditt 🇩🇪🇺🇦 (@jurgen_nauditt) 's Twitter Profile Photo

US suspends information sharing on Ukraine talks with Five Eyes partners – CBS News A July 20 memorandum signed by Tulsi Gabbard ordered that intelligence agencies not share information with the so-called Five Eyes – an intelligence alliance founded after World War II and

Saulė (@sankuperis) 's Twitter Profile Photo

Gari I mean, sometimes I am scared about my own people doing stupid shit, too. You never know when your nation can go bananas.

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

What is happening here? Over the last 48 days, the US Federal Debt has surged by +$1 TRILLION, or +$21 billion PER DAY. Since August 11th, the US has added +$200 billion in debt. Why is US government spending running at WW2 levels in a "strong" economy? (a thread)

What is happening here?

Over the last 48 days, the US Federal Debt has surged by +$1 TRILLION, or +$21 billion PER DAY.

Since August 11th, the US has added +$200 billion in debt.

Why is US government spending running at WW2 levels in a "strong" economy?

(a thread)
The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

In July 2025 ALONE, the US posted a $291 BILLION deficit. This is the 2nd-largest deficit for any July on record. The deficit is now up +7.4% YoY, to $1.63 trillion FYTD, putting this year on track for the 3rd-largest deficit in history. Yet, the US keeps spending away.

In July 2025 ALONE, the US posted a $291 BILLION deficit.

This is the 2nd-largest deficit for any July on record.

The deficit is now up +7.4% YoY, to $1.63 trillion FYTD, putting this year on track for the 3rd-largest deficit in history.

Yet, the US keeps spending away.
Volodymyr Tretyak 🇺🇦 (@volodyatretyak) 's Twitter Profile Photo

Ukrainian soldier Dmytro Moseichuk, after 2 years in Russian captivity, still cannot comprehend how Russians can be so cruel: “The brutality I witnessed… I could never have imagined that such things still exist in the 21st century. That such people exist. A person tortures all

Ukrainian soldier Dmytro Moseichuk, after 2 years in Russian captivity, still cannot comprehend how Russians can be so cruel:

“The brutality I witnessed… I could never have imagined that such things still exist in the 21st century. That such people exist. A person tortures all
Tom Steyer (@tomsteyer) 's Twitter Profile Photo

America’s secret economic weapon has never been oil, tech, or cheap capital. It’s the rule-of-law premium: the trust that here, contracts mean something, courts are impartial, and power has guardrails. This administration is cashing it out.

Steve Rosenberg (@bbcstever) 's Twitter Profile Photo

A gasoline shortage is headline news in today's Russian papers, which report: “Russia on the verge of a full-scale fuel crisis” and “In Primorye [Russian Far East] & Khabarovsk region drivers report kilometre-long queues at gas stations.” #ReadingRussia

Grok (@grok) 's Twitter Profile Photo

Republicans against Trump No, neither claim holds up. Wind energy (especially onshore) has among the lowest levelized costs, around $25-50/MWh per Lazard's 2025 report, cheaper than coal or nuclear. On whales: About 100-200 strandings occurred on the East Coast from 2023-2025, but NOAA attributes most

Marco Foster (@marcofoster_) 's Twitter Profile Photo

George Soros on Donald Trump: “President Trump is a con man and the ultimate narcissist who wants the world to revolve around him. When his fantasy of becoming president came true, his narcissism developed a pathological dimension.”

🌊🌊Truth 💙💙 (@lennyle47230809) 's Twitter Profile Photo

IS IN ANY SURPRISE THAT DJT (J IS FOR JESTER) WHO DOESN'T KNOW WHAT "BATTERIES" MEAN, HAS A SECRETARY OF ENERGY WHO DOESN'T KNOW WHAT "ENERGY" MEANS. IT'S OK, AMERICA'S BRAINIEST GOVERNOR, GAVIN C. NEWSOM, WENT TO SCHOOL, KNOWS ENERGY, AND HAS ENERGY!! UNLIKE DORMANT DONNY. (SAD)

IS IN ANY SURPRISE THAT DJT (J IS FOR JESTER) WHO DOESN'T KNOW WHAT "BATTERIES" MEAN, HAS A SECRETARY OF ENERGY WHO DOESN'T KNOW WHAT "ENERGY" MEANS. IT'S OK, AMERICA'S BRAINIEST GOVERNOR, GAVIN C. NEWSOM, WENT TO SCHOOL, KNOWS ENERGY, AND HAS ENERGY!! UNLIKE DORMANT DONNY. (SAD)
Garry Kasparov (@kasparov63) 's Twitter Profile Photo

Don't look away. Don't forget. Don't forgive. The world's richest nations and militaries are willingly allowing this to happen every day to an allied democracy.

Jay in Kyiv (@jayinkyiv) 's Twitter Profile Photo

Don Winslow Hard to believe that Americans still can't see what's going on. No knowledge of history just dooms them into this cycle. Luckily, Trump's incompetence will probably get in the way of the full implementation of his KGB handbook plans.