Chiasmus Capital, Columbia College, Harvard Law

Joined February 2015
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If congress keeps running 6-7% deficits and destroying dollar purchasing power we should expect many more Mamdani’s across the country.
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At this rate Trump is going to sell a nuclear weapon to the Iranian regime
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$qqq $spy $smh $iwm blowoff retail buying…
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Your daily reminder that @PapaJohns board of directors doesnt give a crap about their fiduciary duties or investors. $PZZA
This deal might give some glimmer of hope to suffering $PZZA bagholders that another deal might come
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Phew that was a close call
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Yesterday I warned Trump was getting fleeced by Iran with a $30B deal to temporarily open the Strait of Hormuz Today Vance confirmed it’s actually $300 BILLION if they comply with all terms It is far worse than we thought Catastrophic strategic defeat

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In retrospect, probably suboptimal that Trump administration's chief negotiators were in the pay of foreign governments
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bloody hell - US colluded with Qatar and Iran to undermine its own blockade. This is nuts.
The US secretly approved a financial and maritime arrangement between Qatar and Iran, under which billions of dollars were paid to Tehran in exchange for free passage for Qatari tankers and ships through the Strait of Hormuz, three diplomatic officials now confirm. This was a deliberate and conscious course of action by the US administration, which allowed its navy to turn a blind eye to the arrangement, in complete contradiction of its declared policy. The move was intended to ease the crisis in global energy markets and curb rising oil prices. israelhayom.com/2026/06/15/t…
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"Trump and his team, in record time, just lost a war to a militarily mediocre—but nonetheless extremely dangerous—adversary," @RadioFreeTom argues. theatln.tc/S4UnNxgt
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The Iran deal is like game 4 of the Spurs Knicks NBA finals. We were up 29 points, and then decided to just give the game away.
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June 14, 1994: #11 breaks a 54 year drought June 13, 2026: #11 breaks a 53 year drought
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Angela Oakley: “After all these years Knicks fans finally got to witness history…& so did Charles. Nobody could stop this moment…City celebrating…Charles got to see the team he gave his heart to make history. Some things bigger than politics & egos. Tonight belongs to NY”
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Jun 12
$SPCX & $TSLA Soon
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$spy $qqq $iwm what’s more retarded than full retard?
“Leveraged ETFs’ assets have doubled in the past two months, according to Goldman Sachs. There are now more of these funds in the U.S. alone than there are companies in the S&P 500.” 👇🏼 wsj.com/finance/stocks/you-c…
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The bubble is so big we can't even fight a war
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$pzza why consider a $47 offer from your largest holder and largest franchisee when you can open Toy Story 63 popups…
"Papa John's Is Attempting A Turnaround That Simply Isn't Happening." $PZZA seekingalpha.com/article/491…
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$spy $qqq $iwm $tlt Worst. Fed. Ever.
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$pzza - why generate value for shareholders when you can sponsor Toy Story 37 and roll out sandwiches that no one wants…
Another Merger Monday come and gone. Crickets from $PZZA on the buyout offer from Irth Capital for a 47% premium...
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“The financing extended by dealers to investors who want geared exposure to stocks has continued to ramp upwards this year after accelerating higher in 2025. Dealers’ balance sheet exposure to stocks in this way has tripled in only two years.” 👇🏼 - Bloomberg
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