DoomPosting
الذهاب إلى القناة على Telegram
8 031
المشتركون
-724 ساعات
-347 أيام
-9530 أيام
أرشيف المشاركات
8 030
Mark Spitznagel - founder of Universa, the "black swan" fund Nassim Taleb advises - on the most counterintuitive idea in investing:
add a 3% sliver of crash insurance to a stock portfolio. give that insurance a 0% expected return - it makes nothing over time.
it still raises the portfolio's long-run compound return - by roughly what you'd get from putting that same 3% into an asset returning 20%+ a year.
how? by killing the deep drawdowns that quietly destroy compounding. but the insurance has to actually fire in a crash. one that only sometimes pays out is "like a parachute that only sometimes deploys - you're better off not wearing one."
most "safe havens" - gold, the dollar, hedge funds, even a Picasso - fail that test.
~13-min talk, free. the man who made ~4,000% in the 2020 crash, on what actually protects you ↓
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
Me trying to act normal at dinner so my parents don't realize I lost the house in crypto
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
South Korean investors have never borrowed this much to buy equities:
Margin loans in South Korea are up to a record ~$26 billion, DOUBLING since the start of 2025.
However, as a % of Korea's free float, the portion of the market value available for public trading, margin loans are down to ~0.8%, the lowest since the 2020 pandemic low.
This comes as the surge in market cap has significantly outpaced the growth in leverage.
Meanwhile, during the recent market pullbacks, the daily forced liquidation ratio spiked to 4-5% of total outstanding margin loans, well above the ~1% seen under normal conditions.
This means brokers were forced to liquidate 4%-5% of all margin-backed positions in a single day because borrowers could not meet their margin calls.
Record leverage is exacerbating South Korea's market volatility.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
The U.S. just escorted a single tanker through the strait with a war's worth of aircraft overhead, and the math behind it tells you exactly what this fight is really about...
Picture the package Washington put over one ship moving through the Omani corridor.
AWACS early warning, fighter jets, an MQ-4C Triton, a P-8 Poseidon flying out of Bahrain, a full air cover suite escorting a single tanker through the water.
This is not how anyone moves oil efficiently.
It is a proof of concept with an audience, the U.S. demonstrating it can push crude through Hormuz regardless of what Iran says or does, and doing it with enough firepower overhead that the point is impossible to miss.
Here is the part that gives the whole game away.
That escort package almost certainly costs ten times what Iran's transit toll would.
If this were about money, paying the fee is the obvious answer.
Washington is spending lavishly to avoid paying Tehran a cent, which proves the fight was never about the toll.
It is about the principle of who controls the strait.
The U.S. would rather burn a fortune in flight hours than concede that ships cross at Iran's permission.
That is the entire war distilled.
Iran's leverage is the power to make passage dangerous.
America's answer is to make passage possible by force, no matter the cost, because conceding the toll means conceding the chokehold, and the chokehold is the prize the whole war was fought over.
So now one tanker becomes the test case for the entire arrangement.
The cost imbalance is absurd on a spreadsheet and perfectly rational as strategy. You do not pay the toll once, because paying it once means paying it forever.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
Britain has repealed the 1824 Vagrancy Act, removing police powers to punish homeless people for sleeping rough or begging in public
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
FOLLOWUP (0.80, took 0.8s):
In the aftermath of the twin 7.2 and 7.5 magnitude earthquakes that struck Northern Venezuela, just under 1,500 people have new been reported dead and 3,200 injured, as rescue operations continue at a fevered pace
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
What can I say about the Dyke March in Manhattan that this video doesn't already say?
Presented by the same crowd that swears Pride events are “safe, family-friendly spaces for kids.”
Yeah… sure looks like it.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
JUST IN: Trump nominates former Oklahoma state trooper Lance Schroyer to serve as ICE director
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
8 030
I don’t know why but girls that are pretty, have tiny waists, massive boobs, under 100 lb and have blue eyes always have better personalities
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
متاح الآن! بحث تيليغرام 2025 — أهم رؤى العام 
