I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean.
Forced liquidations and margin calls in crypto are leading to F2 share (cont in image...)
I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean.
Forced liquidations and margin calls in crypto are leading to F2 share (cont in image...)
Retweeted Geiger Capital:
Official results now in from Argentina…
Javier Milei’s La Libertad Avanza (purple) has 40.8% of the votes, while the Peronist left-wing opposition (blue) has 24.4%.
90%+ counted. An even better outcome for Milei than their most optimistic prediction.
I think this is superb advice. Worth a careful read:
Michael Milken – Lessons on Money, Family, and Success
(Forum for Family Asset Management, Milken Conference, Mexico City –
paraphrased notes)
Spend time with your kids — you’ll pay for it (for better or worse) either now (cont in image...)
Does this crowd look like a representative sample of New Yorkers?
What do you notice?
Quoting Rafael Shimunov 🍉 🕎
Retweeted The Persian Jewess:
Zohran Mamdani’s aunt neither wears a hijab nor lived in NYC before, during, or after 9/11.
In fact, she lived in Tanzania from January 2000 to December 2003. 🤔
Retweeted Eyal Yakoby:
Zohran Mamdani’s aunt did not stop taking the subway after 9/11.
She never took it in the first place—she lived in Tanzania.
Shareholder activism
Quoting Doggy
Retweeted Eyal Yakoby:
Calla Walsh, a proud member of Zohran Mamdani’s Democratic Socialists of America, flew to the Islamic Republic of Iran to declare:
“Glory to all the martyrs, glory to the axis of resistance. May we see victory within our lifetimes. Death to America!”
Retweeted New York Post:
Mamdani insists NYPD Commish Tisch will ‘follow my lead’ on criminal-justice reform: ‘I’ll be the mayor’ trib.al/F3Bk6Im
Retweeted Laura Loomer:
NEW:
🚨 @ZohranKMamdani tied to Pro-Muslim Brotherhood & pro-HAMAS jihadi who was arrested by @ICEgov at the San Francisco International Airport today for his ties to terrorist organizations 🚨
It’s worth noting that Sami Hamdi @SALHACHIMI , the (cont in reply...)
Retweeted Yiatin Chu:
Heavy hitters in NYC Republican politics are supporting Cuomo. Thank you @HikindDov and @JoeBorelliNYC for putting #CityOverParty . #VoteCuomo
Retweeted Joe Borelli:
Yep, I said it. Should be obvious.
Curtis is polling at half of what he was polling this week 4 years ago and the vote total he actually got when he got blown out by Eric Adams… HALF that
The blame is on Curtis, not his supporters. There WAS a path.1/4 (cont in reply...)
Retweeted New York Post:
Ex-GOP NYC Council chief plugs Cuomo over Sliwa to stop Mamdani trib.al/PMwNFyu
Retweeted Alex Thompson:
Mamdani ran for vice president in high school “with its wayward pledge of fresh juice for all, squeezed from locally sourced fruits. (“I promised things that were simply impossible,” he conceded years later.)” nytimes.com/2025/10/20/nyreg…
Retweeted Horseman Country:
$FNMA $FMCC Whether it's Lutnick, Pulte, Bessent, or Trump himself...read the tea leaves.
They're going to do right by shareholders. @SecScottBessent just a few weeks back...
Retweeted Gary Greenberg:
@PeteButtigieg is supporting a socialist who went to Uganda , supported dictators who humiliate & kill gays. Mamdani supports Hamas, who humiliates & kills gays in Gaza.What is Pete thinking? Forgot Andrew Cuomo passed marriage equality act, Pete?! (cont in reply...)
Retweeted Eric Rambles:
The @NYDailyNews absolutely skewers @ZohranKMamdani . But why'd we have to wait so long for this?
Retweeted NYC Board of Elections:
Nearly 80,000 people voted on the first day of early voting today, compared to 15,000 four years ago when the Eric Adams v Curtis Sliwa matchup received far less attention.
Retweeted RedWave Press:
Scott Jennings: “Today, [Zohran Mamdani] had this press conference—I watched a chunk of it. I didn't hear any words for the victims of 9/11 but he found the real victim, his aunt. The victims of 9/11 were in the Twin Towers. This were the victims.” (cont in reply...)
. @vkhosla , it is not principled to promote and support an attack on @sequoia , a firm with whom you compete for deals, under the guise of admiring people with principles.
Quoting Vinod Khosla
Retweeted New York Post:
“Antisemitic activist Linda Sarsour isn’t just playing a big role in Zohran Mamdani’s NYC’s mayoral campaign — she’s been a political mentor and close friend of the silver-spoon socialist for nearly a decade and helped guide his far-left hatred of (cont in reply...)
Retweeted Vigilant Fox 🦊:
Bill Maher gets testy with a liberal guest who calls a Mamdani win in New York a “good thing.”
Kate Bedingfield really tried her best to defend Mamdani, but Maher got a round of applause when he pressed her with this inconvenient fact:
BEDINGFIELD: (cont in reply...)
Retweeted Lattina Brown, MPA 🇯🇲🇺🇸:
Stop falling for the fake polls.
It’s a classic tactic — designed to make you think Zohran Mamdani already has it locked up and to discourage you from voting. It’s desperation, plain and simple. I know the playbook — this is exactly how the (cont in reply...)
Retweeted Vigilant Fox 🦊:
Bill Maher warns Democrats to think twice before putting Zohran Mamdani in charge of NYC.
“He seems like a sweet guy, Mamdani. But…this is not just New York that’s on the ballot—I think the whole Democratic Party in the country is on the ballot.
“And (cont in reply...)
