Compoundoor @ratiospreader

FL Joined April 2011

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Compoundoor @ratiospreader

4 weeks ago

@spacanpanman @tdogg2213 Are these warrants for 2030 exercisable at 11.5?

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Compoundoor @ratiospreader

4 weeks ago

@FuzzyPandaShort Weird an account with 35k followers can’t get 100 likes. Just saying

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Compoundoor @ratiospreader

2 months ago

@mmonis Should be on everyone’s list. But ER tomorrow

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@TMTLongShort If you know where the enemies choke point is, you have the leverage. Iran = Strait of Hormuz US choke point isn’t a place, it’s a time and it’s the midterms You know exactly where to lean in and focus all of your counterattack. Everything else is wasted energy and resources.

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Compoundoor @ratiospreader

2 months ago

@TMTLongShort I would have thought you factored that into your gigabrain geopol strategy already?

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Compoundoor @ratiospreader

2 months ago

@TMTLongShort Do you find it more common that the anecdata data points you can hang your hat to support your decoupling thesis on are getting fewer and far between?

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Compoundoor @ratiospreader

2 months ago

@TMTLongShort Sounds like every down bad gambler in Vegas trying to get back to even.

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Compoundoor @ratiospreader

2 months ago

@calvinfroedge Exactly. Self-serving bias with a sprinkle of hot hand fallacy. Winning is all skill. Losing is just bad luck.

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Compoundoor @ratiospreader

2 months ago

@mrscottiem @akramsrazor @TMTLongShort “Give it a few years”. My brother in Christ, you have 3 months maximum to get this all to fall in place. China knows this.

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Compoundoor @ratiospreader

2 months ago

@akramsrazor @TMTLongShort It’s not worth it. Buddy has been in Claude Code too long. He’s trying to one shot, make no mistakes, rollback 50 years of globalization and thinks that we suddenly have a self-sufficient supply and manufacturing chain to use as negotiating leverage.

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Compoundoor @ratiospreader

2 months ago

@TMTLongShort Yup, now the Bessent glazing tracks 😂

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Compoundoor @ratiospreader

2 months ago

@TMTLongShort Tick tock. They are just watching the clock run out. $5 gas imminent. Are those bribes for votes in the room with us right now?

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Compoundoor @ratiospreader

3 months ago

@TMTLongShort @SantiagoAuFund @TheMichaelEvery Why did you stop shouting out Geopolitical Cousins all of the sudden? Because they don’t agree with your framework?

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Compoundoor @ratiospreader

3 months ago

@TMTLongShort No shocked pikachu here. Your lack of cross-asset global macro prowess is pretty evident. Playing it like Key Square.

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Compoundoor @ratiospreader

3 months ago

@ThisIsMichaelK @TMTLongShort Decoupling maxis WANT this to be the policy and the admin is trying to speed run to that outcome at the expense of losing midterms. In the same breath that it takes two to TACO, it requires winning midterms and broad participation to see meaningful and long run decoupling.

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Compoundoor @ratiospreader

3 months ago

@ThisIsMichaelK @TMTLongShort Great story. Still not sure why it’s so difficult for all you gigabrains to understand that China can just wait out the shot clock. Impossible to see this plan thru in the limited window of time required to clawback voter sentiment for midterms and not sudoku the market

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Compoundoor @ratiospreader

3 months ago

@TMTLongShort It’s over. Your 5D chess levers opened the wrong doors. Rates call the shots. Hope the consolation prize of the humiliation ritual for the EU and NATO was worth it because ouch portfolio allocation of BTC and GOLD 😅

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Compoundoor @ratiospreader

3 months ago

@itsCblast *Capital gains

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Compoundoor @ratiospreader

3 months ago

@TMTLongShort Insane you think it’s a win-win situation, even more so if you think the risk reward equation is still favorable. All you got is a litmus test for Europe and a bit of LNG market share shifting. There’s extreme pain trying to speed run from globalization to isolationism.

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Compoundoor @ratiospreader

3 months ago

@_10delta_ More cohesive and logical than the tale that @TMTLongShort is weaving, but all of that momentum falls apart when it looks more likely you lose midterms and China knows that is a timebox problem and we don’t control the shot clock without getting excessive and losing voter support