Offshore
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Capital Employed
Another fresh batch of Q3 fund letters just added...
https://t.co/wUDSfhTdYl https://t.co/EqGdBauv3d
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Offshore
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Umesh
Mind-to-market is the new alchemy! https://t.co/70zWVErsUO
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Quiver Quantitative
Our post from this morning, when the market was green:

JUST IN: Representative Julie Johnson just filed up to $300K of stock sales.

She sold 20 different stocks.

Full trade list up on Quiver.
- Quiver Quantitative
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Offshore
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Umesh
The more you look at it, the more it looks back! https://t.co/my97DsLhgQ

wow! https://t.co/q31zG7mdTm
- Umesh
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Capital Employed
A nice write-up by Ennismore Global Equity Fund, in their recent letter, on Wise $WISE --->

https://t.co/4VsNOYjTzI
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Quiver Quantitative
JUST IN: An anonymous trader opened massive crypto short positions just 30 minutes before Trump’s tariff announcements yesterday.

They made an estimated $192M in profits.

We’ll let you know if any politicians have an unexplained jump in net worth.
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Offshore
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Umesh
Prompt: Single unbroken take: true-nadir start, rider bottom-center on a rain-polished crest; the camera surges forward in strict nadir, snaps to moving profile, then melts into helmet-cam as we pitch onto a serpentine descent. Rain sheets sideways; the front dances over standing water, rear steps and catches, ABS murmurs. A rockslide bursts ahead; he feathers the brake, flicks left-right, clears the debris, and spears into steeper curves under whipping branches. The camera tilts with him, then eases into a continuous corkscrew, peeling away from POV into a widening third-person spiral. We punch through the cloud lid into an ultra-high, level true-nadir from the opposite heading, rider bottom-center again. Lightning detonates behind the ridge and a gust drives a rolling wall of mist up the slope; the rider outruns the surge and slices into the whiteness while the camera surges higher, the storm boiling beneath.
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