Translucide (@translucideus) 's Twitter Profile
Translucide

@translucideus

Risk, Governance , Catalysts .

ID: 1642551748156858369

linkhttp://translucideus.com calendar_today02-04-2023 15:37:23

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$BHC . I’d like to see it trade 10mm shares today . Paulson can’t buy any more , but at this disparity to $BLCO , perhaps they revisit the suspended buyback .

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Rick Rieder would be an excellent Fed Chmn choice . Setting aside his prior political donations , I only see two points of resistance : he may not be malleable enough and he doesn’t like to wear a tie. $BLK

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$SLV I’m waiting for a third tier $BTC miner turned data center developer to create an SPV to process scrap silver and export to Shanghai.

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I’ve never been a fan of $MSTR , but goobs in the press keep referencing their $BTC cost basis , which is of course irrelevant unless we are discussing taxes .

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$COTY to Gemini: “ we completely peed our pants for the quarter , so please create a press release filled with meaningless corporate jargon to divert attention “

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$GOOG why do we need to listen to Wall Street Strategists right now . People are lining up to buy 100yr bonds and they all aren’t Austrians . What else do we need ?

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$KHC The Board finally looked up the definition of dis-synergies . I’m sure it had nothing to do with $BRK’s registration statement .

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David Einhorn , controversial but not a dummy , is forecasting an aggressive series of Fed cuts this year and is expressing that bet in SOFR futures . He is clearly back as “ head of Macro “ at Greenlight .

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$HVT.A Haven’t seen one like this in quite a while . 5 day chart of a thinly traded stock with extraordinary volume . Its brother , $HVT was essentially unchanged during the period Where are those Stock Watch guys who were chasing Bud Fox in Wall Street ?

$HVT.A Haven’t seen one like this in quite a while . 5 day chart of a thinly traded stock with extraordinary volume . Its brother , $HVT was essentially unchanged during the period 
Where are those Stock Watch guys who were chasing Bud Fox in Wall Street ?
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$NFLX is suffering from a market distrust of their strategy pivot and the fear they raise the cash component of their deal . They must be considering a CVR ( contingent value right ) to deal with the Discovery Global valuation problem . This of course would be disguised

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$NFLX is suffering from a market distrust of their strategy pivot and the fear they raise the cash component of their deal . They must be considering a CVR ( contingent value right ) to deal with the Discovery Global valuation problem . This of course would be disguised

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hey $TPG and $BX, listen to the $BHC conference call . It’s been over a year since you walked away from a bid for $BLCO. $BHC just said “ all options are on the table “ for disposal of its 88% position .

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$NFLX how many times did we hear “ long term “ in that interview , which is just code for it will take forever to get paid back , especially if we are forced to raise our bid .