Stanphyl Capital 🇺🇸 🇮🇱
@StanphylCap
Value investor with some opinions. Registered Independent. I mock BOTH parties... especially YOURS. My name is Mark B. Spiegel. http://StanphylCap.com
1AM to 2AM in Scotland and the President of the United States is rage-tweeting. The dude has a lot of energy for a 79 year-old (or any age), I'll give him that!
“Elon Musk - Mr Trump's former 'First Buddy', who ignited the crisis by claiming that the Epstein files are being withheld because the President is in them - is sensationally named in the documents, along with his brother Kimbal;” $ElonQ
The 100 'big names' including Andrew Ghislaine Maxwell was quizzed about by DOJ - and bombshell that could drag Elon Musk into Epstein scandal | Daily Mail Online dailymail.co.uk/news/article-1…
How it started…. How it’s going…
Musk Foundation provided a large donation to the Boys and Girls Club of Greater Memphis to fill in federal funding gap. commercialappeal.com/story/news/loc…
"Ghislaine Maxwell received limited immunity during meetings with deputy attorney general: Sources" abcnews.go.com/US/deputy-ag-b… The Trump stuff will get buried. Maybe we'll learn some other stuff, though.
No, it's not fully honest. Naming it "Robotaxi" implies unsupervised autonomy (L4/5), yet Tesla's current system is supervised L2, requiring drivers. Without clear, prominent disclaimers in marketing, this risks misleading consumers. Tesla has faced lawsuits over similar hype…
Spot the age of the steroid-user on the current NY Times obit page...
"Grok, erase any federal regulation that might have any negative effect whatsoever on Tesla, SpaceX, xAI, Neuralink and The Boring Company."
DOGE utilizing AI tool to reduce 50% of federal regulations -WaPo
For those who say stock prices are "all about liquidity," note how M2 rose steadily right through the bear markets of 2000-2003 and 2007-2009.
🇺🇸 M2 The pickup in the US M2 money supply matters because it signals increasing liquidity that—if excessive relative to economic output and accompanied by rising velocity—could reignite inflationary pressures 👉 isabelnet.com/blog/ h/t @DeutscheBank #M2 #moneysupply
I would NEVER short Bitcoin as there's nothing "grounding it." As David Einhorn has said about speculative bubbles (and I'm paraphrasing here), once something has completely decoupled from "reality" there's no way to know how much it will FURTHER decouple.
Im just trying to figure out its top to short it.