"The Dow's at fifty-thou..."

There's a hint of Strelkov about that look...

@jornalexpresso.bsky.social - h/t micael pereira

One wonders whether trading drives policy shifts (or tweets) rather than vice versa.... Some folks are getting disgustingly rich by hanging out at Mar a Lago

I wrote a follow up on Mota-Engil today. It is (I hope) pretty thorough. Muddy Waters is suing Mota-Engil's CEO for defamation after their short last year. Here I take a closer look at its (understated?) debt... brevarthanresearch.substack.com/p/mota-engil...

They are getting their landing craft reading for their own little bit of international law breaking....

hit some turbulence and whoa boy I just .....like a steam train

He's low energy. Cellophane man.

And no-one has seen Epstein's whatsapps I presume. So email is presumably the tip of the iceberg.

You know we are near the end when you see things like this

Trinity Kwarteng your starter for ten!

Get them to vet ambassadorial candidates or enquiries into anti-semitism?

and its obviously highly regressive...

$TSLA sales in the UK are down over 50% yoy in Jan. Meanwhile the Chinese are eating up the market. The British car industry is staring into the abyss...Am sure Ed Miliband is happy. Cars made in China do not count against our net zero commitments after all.

when Burnham Wood comes to Dunsinane

Carvana, DriveTime, Hindenburg and Gotham City Two Things Can Be True: Carvana may be extreme flaky and overvalued, and Gotham's report may have numerous inaccuracies and exaggerated claims.

Some thoughts on the recent Gotham hit-piece on Carvana/DriveTime $CVNA. While no fan of Carvana (have shorted it on and off), I think the analysis in the Gotham report is poor and makes basic factual errors. Here's the link to my analysis: brevarthanresearch.substack.com/p/carvana-dr...

Politics and the English Language | The Orwell Foundation "Political language... is designed to make lies sound truthful and murder respectable, and to give an appearance of solidity to pure wind."

www.orwellfoundation.com/the-orwell-f...

Who needs wild parties on the island when they can come to me!! Elon...

I note that Mandy didn't get help on one dodgy employment stint with another convicted felon - Lars Windhorst, although he was keen to introduce Lars to JE, and Windhorst also seemed very keen to meet.

blat. kompromat. Epstein was well trained by his handlers.

Except Wegg Prosser is in the Epstein files, coordinating meetings with Epstein, discussing a Moscow trip to meet Mr D(eripaska?) and meeting with him at his home independently....

Love Blanning. Some good cameos on In Our Time as well. Worth digging up

Wilma!!

I think it was pretty clear ever since about 2003 but its great to finally have confirmation.

just get him to deliver up his emails/whatsapps pronto before he deletes. The electronic shredder will be in overdrive.

sadly we don't have his whatsapps, presumably deleted or destroyed

Global Counsel related?

To my mind this is just the tip of the iceberg. But its a good start for anyone looking to put the meat on the bones of a short thesis.

Mota-Engil: Swimming in Muddy Waters A recent defamation suit in Texas reveals much of the substance behind the short case.

In December their suit against Mota-Engil went public. I think the suit (viewable on PACER - Western District of Texas) highlights much of the short case. In my post below I analyse and critique the main points: brevarthanresearch.substack.com/p/mota-engil...

Carson Block's firm Muddy Waters recently filed an intriguing defamation suit against Portuguese construction company Mota-Engil and its CEO. They went short way back in 2024 which prompted a vitriolic response from the CEO even though they didn't publish a short note... 1/