🥾🏋️♀️🕯️| Retired Automation Engineer | Living intentionally. Building sustainably. Retired with purpose. |
In the galaxy
Joined July 2007
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Thus my reason for voting for @VivekGRamaswamy @MaxMillerOH
Let me break down the Flavio Bolsonaro situation and why he is in the United States just hours after the election…
First, they imprisoned his father. They sentenced Jair Bolsonaro to 27 years and placed him under house arrest after he challenged the 2022 results and was accused of plotting to overturn the election.
In this recent election, Bolsonaro was ahead. Lula and his thugs, including his former corruption lawyer, who now sits on Brazil’s Supreme Court, requested a two-hour extension that miraculously produced enough votes for Lula to win. That extension added only about 35,000 votes, roughly 0.03 percent of the total, which is nowhere near enough to explain Lula’s final margin of roughly 4.4 million votes.
Bolsonaro immediately challenged the election because anyone who is not a communist and has a brain could see that the election was stolen from him if they actually paid attention to what was happening. President Trump called the outcome a rigged election and said it looked very bad.
Hours later, they accused him of trying to overturn the election, EXACTLY as they did to his father, and accused him of inciting “violence” in the streets. Then they prohibited him from leaving the country, even though he had committed no crime, and canceled his passport to make sure he could not leave.
Fortunately, Bolsonaro had been working with the United States. They extracted him in an undisclosed operation before the authorities could throw him in prison just like his father.
Meanwhile, while ALL of this is unfolding, Lula’s little tranny lover, Erika Hilton, who is a “Congresswoman,” is publicly calling for the Brazilian government to seize Bolsonaro’s and his wife’s assets and freeze ALL their bank accounts.
DOES THAT SOUND NORMAL TO YOU? A man challenges an election, and suddenly the Brazilian government is coming after him for doing exactly that.
THIS IS COMMUNISM.
So while you see Democrats across our country congratulating Lula on his victory, including Alex Soros, the biggest demon of them all, understand exactly what you are looking at. These are the people cheering on a government that is targeting its political opposition. They are the enemy, and they will attempt the SAME thing against a Republican here in America, just as they did to Trump.
This is EXACTLY why it is essential to vote RED and make absolutely sure our country NEVER becomes what Brazil has become.
ONCE YOU GO COMMUNIST, YOU CAN NEVER GET OUT OF IT.
CLEWildcats78 retweeted
Shawn Ryan:
“Somebody doesn’t want you doing this.”
Fr Ripperger:
“That’s true.”
Shawn Ryan:
“The demons are calling out sins of people very high up in the Catholic Church…”
Fr Ripperger:
“Mm hmm.”
Shawn Ryan:
“and they don’t want those sins to get out…”
Fr Ripperger:
“Yeah.”
Shawn Ryan:
“And it sounds like they want you gone.”
CLEWildcats78 retweeted
$BLOX Under the Hood: What Actually Changed This Week
1/ The boring tape just ended
Eleven months of chop and BLOX finally moved this week, up 13% off the September low. But the price isn't the story. The manager rebuilt the book underneath it. If you hold this, here's what actually changed.
BLOX Under the Hood: What Actually Changed This Week
1/ The boring tape just ended
Eleven months of chop and BLOX finally moved this week, up 13% off the September low. But the price isn't the story. The manager rebuilt the book underneath it. If you hold this, here's what actually changed.
2/ What you own right now
$325.5M AUM, NAV $14.86:
FBTC $72.9M (22.4%)
ETHA $33.5M (10.3%)
NGHT $23.0M (7.1%)
BMNR $19.7M (6.0%)
HUT $18.2M (5.6%)
GLXY $15.8M (4.9%)
BHDG $14.6M (4.5%)
NVDA $12.9M (4.0%)
TSM $12.8M (3.9%)
MSTR $9.7M (3.0%)
CIFR $9.6M, IREN $9.5M, FIGR $9.3M, RIOT $9.3M (~2.9% each)
APLD $8.8M, WULF $8.0M
HOOD $6.6M, COIN $6.4M, CRCL $6.1M
MARA $5.3M, CRWV $4.3M
Cash $10.5M (3.2%)
3/ He dumped the fake miners
He cut RIOT, CIFR and IREN by more than half each in a single session. Real selling, the share counts confirm it, not just marking.
Those three have leaned so hard into AI datacenter buildout that they stopped tracking Bitcoin. You were holding a compute bet with a mining ticker. He cleared it out.
4/ Purer crypto, bigger cushion
What replaced it: a fresh $19.7M BMNR stake, more MARA, another $2M-plus into spot FBTC. He also lifted cash to $10.5M and flipped the options to slightly short delta.
The risk sleeve got purer and more crypto, and he built a cushion around it at the same time. He is not just chasing the rip.
5/ Where your 36% actually comes from
Most of you own this for the distribution and should understand where it's manufactured.
Look at the option book and it's the same trade on almost every name: sell a put, buy a lower put under it. A bull put spread. HUT, ETHA, CIFR, COIN, HOOD, WULF, MSTR, on down the line.
6/ Selling insurance, not your upside
Selling those puts collects the premium that funds the 36%. Buying the lower put caps the loss if a name craters. Defined risk, steady income, and critically, it does not sell away your upside. Puts expire worthless when things run. You keep the stock's gain and the premium both.
7/ This is not a covered-call fund
This is the distinction most income-fund holders miss. BLOX does not cap your upside to pay you. A YieldMax-style product sells your gains for yield. This sells downside insurance to others and pockets the premium. In a bull, that is a completely different animal.
8/ The one place green costs him
He runs a call spread on IBIT, short the 44, long the 46. BTC ripped through it this week and that leg shows a $4.8M mark against a $3M offset. A real, if small and capped, drag.
That is the single spot in the whole book where a green tape costs him. Everywhere else, green is pure win.
9/ A good week under the hood
The income engine is intact and built to pay you without selling your crypto upside, which is exactly what you want going into a bull. The book is cleaner than it was a week ago. The only cost of a fast rally is that little IBIT cap, and it's noise against the whole.
If you own this for the 36% and the Bitcoin beta, this was a good week under the hood, not just on the screen. Still, a LONG way to go - stay humble and DYOR.
By re-investing all or part of the income received, the income increases when the price of a fixed income security drops.
incomemethod.com/post/a-50-c…
$BLOX
Iren Stock Drops After Earnings. Why This Analyst Says It’s Time to Buy. barrons.com/articles/iren-ea… via @BarronsOnline
CLEWildcats78 retweeted
Nobody reading this has suffered a brutal winter march.
Stonewall Jackson's army marched 100 miles in freezing winter where 1/3 of the men lost limbs to gangrene and frostbite, before sleeping on a field in the frozen snow and then going to war outnumbered 3 to one.
You sit at home in the warm, sad that your girlfriend fucked someone else.
CLEWildcats78 retweeted
The current LTEG is as much higher than earnings expectations during the Dot-com Bubble as the Dot-com Bubble was over actual experienced earnings growth. LTEG is an estimate of the earnings growth rate over the next five years. In 2000, that expectation was 18%. So, a company with earnings of $100/share in 2000 was expected to grow earnings to ~$228.77 in 2004.
A five-year growth rate of 24.8% would mean that $100 in earnings in 2025 will be ~$302.7 in earnings in 2030.
Since 1989, the S&P 500 experienced a growth rate > 24% 6x - 1994, 1999, 2003, 2009, 2010, 2021. 1994 in the only year that wasn't preceded by two years of negative growth rate.
This is what the S&P 500 is pricing today.
We are told today is different because of AI. We were told the same thing in 1873 (railroads) and 1999 (internet).
Count me skeptical that the current of growth rate of 24.8% can be maintained thru 2030.
CLEWildcats78 retweeted
Trump claims he might be the last Republican President if the Senate doesn’t pass the Save America Act.
No actually, he won’t be the last Republican President but he likely will be the last one for a while because of his own utter failures to deliver his own promises and campaign agenda, and because Republicans never deliver what they promise because they lie in the first place.
By fighting us to release the Epstein files, Trump destroyed America’s ability to trust him, and he refused to bring accountability to pedophiles and rapists.
By prioritizing his rich donors, big corporations, and big tech instead of prioritizing small business owners (which are over 90% of the businesses in America), the working class, and the everyday Americans like the ones that showed up at all of his rallies.
By supporting, promoting, and directing legislation in Congress from the White House that supports the AI data center agenda, destroying communities and land and precious water instead of standing with the people who overwhelmingly oppose data centers.
By enriching himself and his family with government contracts, Crypto, which he signed into law, and manipulating the markets with his threats and statements.
By waging an unprovoked war with Iran, he completely betrayed one of the key campaign promises and his own statements opposing foreign wars, and instead of bringing peace, he has murdered innocent people like the children in the Minab school.
By stupidly and carelessly depleting our much needed weapons for defense in his pointless war that he started because he listened to Netanyahu instead of our own intelligence reports that Iran was no where near developing a nuclear weapon.
By driving up the cost of living and the price of gas/diesel with his reckless tariff tactics and pointless illegal war instead of lowering the cost of groceries, gas, and housing for struggling Americans like he promised.
By turning his back on DOGE and instead of gutting waste fraud and abuse to massively reduce government spending, he instead demands more spending digging Americans and our future generations into deeper debt which will lead to poverty and a useless dollar.
By 100% completely betraying MAHA by giving total immunity to glyphosate manufacturers, protecting COVID vaccines, never holding anyone accountable like Fauci and others for crimes against humanity during the tyrannical Covid era, and now approving and promoting more dangerous mRNA vaccines and the WH constantly blocking RFK’s agenda, which is what people voted for all because Trump actually opposes MAHA and fully supports the Covid tyranny and was the one who started all of it and loved the Democrat governors, like Cuomo, who extended the lockdowns and madness.
By protecting Chinese foreign students stealing American students college dreams and H1B Indian visa holders replacing Americans jobs, he put Americans last.
By endorsing and supporting literally the absolute worst and most hated so-called Republicans in the party and making sure that they get reelected over and over again to stay in power so that true Conservative America First Republican candidates running in primaries never win. And by backstabbing and attacking those who were most loyal and supportive (like me) but refused to worship him because he is only a man, NOT God.
All betrayals to the people who supported him for so long because we believed MAGA was for the common American man and woman, yet we were completely fooled it was really for the Epstein class and Trump’s circle of rich powerful elite friends and family all along.
In spite of the incredible failures of the Democrat Party for 4 years under Biden, and the fact that they changed none of their policies that caused them to lose in 2024, Trump’s out right betrayals, broken campaign promises, and the Republican Party turning back to it’s neocon war loving big spending useless ways is why so many people are walking away and are now politically homeless.
Simply the best $MAIN
Main Street Capital Q2 earnings beat, net asset value climbs seekingalpha.com/news/462833…
CLEWildcats78 retweeted
AGNCP (AGNC Series F) pays a floating dividend of 3-month CME Term SOFR + 0.26161% + 4.697% since April 2025. In a rising-rate environment the coupon resets higher each quarter as SOFR rises, boosting income. Prices stay relatively stable near par because the yield adjusts upward, unlike fixed-rate preferreds that fall to reprice. Call risk also drops as the issuer has less incentive to redeem an expensive coupon. Credit and liquidity risks of the mREIT issuer remain.
