Daddy, former Wall Street (reformed), seeker of asymmetrical risk, uncover the unknown, valuation matters, idea generation, and Oxford comma preservationist.

Joined February 2021
2,317 Photos and videos
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🧵I recently opened a roughly 80,000 share position in $CGCT (Cartesian Growth Corp III), a SPAC taking @FactorialEnergy public. I've been an observer & fan of this startup battery🔋company for years. $FAC Receipts ⬇️ 1/13 x.com/mcspacface/status/1384…

This SSB company is FAR, FAR, FAR ahead of $QS. "Several major global automotive partners are currently validating Factorial's technology with the intent of integrating FEST into their existing supply chains." prnewswire.com/news-releases…
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$SPCX just hit $200 in the afterhours.
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Right on time the French show up when the war's over. x.com/financialjuice/status/…

France’s President Macron: French military is ready to help in Hormuz, depending on US willingness to accept offer.
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Gemini will literally tell you lies in an attempt to build the narrative it wants you to believe.
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I'm seeing a real dichotomy in listing prices. Some sellers are getting the message & lowering like this headline suggests, but other continue to list at April 202 prices. The latter stagnate & are not selling.
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A friend's family took me to see this movie when I was a little kid, which was wildly inappropriate. x.com/DannyDeraney/status/20…

It's the 40th anniversary of Thornton Melon doing the Triple Lindy and winning the National Championship for Grand Lakes University. Back to School (1986)
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Another example of how FIFA are totalitarian nutjob control freaks. x.com/KevinNguyen_89/status/…

How far is FIFA going with its brand restrictions? The condiments at the Levi’s Stadium press box have all been taped over 😆
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I have NEVER seen an America soccer team play this well. LETS GO USA!!!!!!!!! #USMNT #WorldCup
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Did any of my followers receive a $SPCX allocation today? If so, how many shares, what broker, and did you sell or hold? x.com/mcspacface/status/2065…

I put in for an IPO allocation of 2,000 $SPCX shares & only received 65. It's free money but 3.25% fill is a bit disappointing.
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SPAC-ey-McSpacface retweeted
Elon is now worth $1 trillion. But even if Elizabeth Warren and Bernie Sanders confiscated 100% of his wealth, it would only cover the US budget deficit for about 6 months. Congressional spending is increasing the debt at $2 trillion per year. $40 trillion national debt.
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SPAC-ey-McSpacface retweeted
A lot has changed in 30 years
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It was a clever grift this week, I'll give it that. $SPCE $SPCX x.com/mcspacface/status/2065…
$SPCE currently up huge because people think it'll be a common $SPCX typo tomorrow on IPO day. What part of the cycle is this idiocy?
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NASDAQ down with DOW and S&P up is due to the selling of other tech shares to buy $SPCX shares. Pretty amazing one company can do that.
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I put in for an IPO allocation of 2,000 $SPCX shares & only received 65. It's free money but 3.25% fill is a bit disappointing.
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The book-running cohort on the $SPCX IPO is, well, it's pretty much everyone.
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SPAC-ey-McSpacface retweeted
There are two key pillars behind the Chinese Communist Party’s murder-for-organs industry. First: dehumanization. Using language reminiscent of Nazi Germany propaganda, the CCP brainwashed the Chinese population into believing Falun Gong practitioners are dangerous and less than human. And now they’re using the same playbook against the Uyghurs. Second: a massive, incarcerated population. By 2005, the U.S. State Department estimated that half of all people in China’s Reeducation Through Labor camp system were Falun Gong practitioners. From there, the machinery took shape. They started blood typing, tissue typing, and organ typing these people and all their vitals—turning them into a living database of “donors.” And that’s how the CCP were able to build a system that’s the exact reverse of an ethical system. In the rest of the world, patients wait—hoping for a match. In China, a match triggers an execution. When a wealthy buyer or party official needs an organ, a prisoner is killed on demand. We’ve known about it for 20 years. And we’ve mostly turned a blind eye. I was honored to be invited to speak about my new book “Killed to Order” at the Women’s National Republican Club in New York City. Together let’s end this atrocity.
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$SPCE currently up huge because people think it'll be a common $SPCX typo tomorrow on IPO day. What part of the cycle is this idiocy?
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I can log into my @CharlesSchwab account, look at the S&P and Oil, and accurately guess what Donald Trump's said that day.
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PREDICTION: $TSLA closes down Friday as @ElonMusk fans sell a portion to finance $SPCX starter position.
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Not terrifying at all.
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Kaboom-booms heard in Iran's capital = oil going higher. x.com/Osinttechnical/status/…

Explosions reported in the Iranian cities of Tehran, Tabriz, Kermanshah, and Isfahan.
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