“…but that gets back to the question of Cinderella at the ball. You’re there, you’re having a wonderful time, the punch bowl is flowing. The dance partners are getting prettier all the time. But you know at midnight it’s going to turn to pumpkins and mice.

You look around the room and you think, “One more dance. One more good-looking guy. One more glass of champagne.”

And you think you’re going to get out of there at midnight. Of course, everybody else thinks they’re going to get out of there at midnight too.

And in the end, it does turn to pumpkins and mice.

…The problem for this particular dance, for Cinderella, is there are no clocks on the wall.”

エイチ・アイ・エスも円高で海外旅行か(´・ω・｀)

amit
@amitisinvesting
OH. MY. GOODNESS.

CITADEL HAS BOUGHT A MAJORITY OF THE PUBLIC ASSETS FROM LEOPOLD'S SITUATIONAL AWARENESS FUND.

So...Citadel scares everyone on Tuesday about a surprise rate hike during FOMC that WE ALL KNEW was not going to happen...

On Wednesday, the entire market freaks out about the rate hike which causes the selling to compound on itself creating 50-70% drawdowns across the board in high beta semicondcutor names...

Which means Leopold who we now know had $45B of assets and was 400% LEVERED ends up being the sacrifice as he gets liquidated at what theoretically could be the bottom due to not having the margin requirements to keep solvent...

AND THE PERSON WHO CAUSED THE SELLOFF WITH THE RATE HIKE FEARS ENDS UP COMING IN TO BUY HIS ASSETS FOR 40 TO 50 CENTS ON THE DOLLAR.

By the way, Leopold is getting married this weekend. I think he wanted to make sure he wasn't getting margin called during his wedding.

A vet on wall street in Ken Griffin takes out the young new kid.

ABSOLUTE. CINEMA.

This time Different！

Model recruiter Daniel Siad, who introduced young women to Jeffrey Epstein, found dead at his home in France.
モデル・リクルーターのダニエル・シアド氏、若い女性をジェフリー・エプスタインに紹介していた人物が、フランスの自宅で死○で発見される。

ふむ。(´・ω・｀)

Sting

All This Time

ASML shares fall after hiking sales forecast for second time this year on strong AI chip demand-CNBC

ASML raises sales forecast for second time this year on strong AI chip demand
https://www.cnbc.com/2026/07/15/asml-2q-earnings-ai-chips-orders.html

Polymarket@Polymarket
BREAKING: South Korean stock YouTuber reportedly stabbed by a viewer who lost money after following his investment advice.

(´･ω･`)

TRUMP: THE ISLAMIC REPUBLIC OF IRAN HAS ASKED US TO CONTINUE “TALKS.” WE HAVE AGREED TO DO SO, BUT THE UNITED STATES HAS STATED TO THEM, IN NO UNCERTAIN TERMS, THAT THE CEASE FIRE IS OVER! THANK YOU FOR YOUR ATTENTION TO THIS MATTER. PRESIDENT DONALD J. TRUMP

イラン側から話し合い継続をお願いされてそれに我々はそれに同意したけど停戦は終了したってゆーとる。
ケースファイアオーバー！

また土日に爆撃ありそうね