Reposted by TriCapTom Hearden @followtheh.bsky.social · 10/10/2026The fix was in. No one should be surprised. Traitors. 1113242
Reposted by TriCapAndrew Gelston @agelston.bsky.social · 10/10/2026US warns Kyiv that strikes on Russia jeopardise intelligence-sharinggiftarticle.ft.comUS warns Kyiv that strikes on Russia jeopardise intelligence-sharingDonald Trump’s administration delivered threat after Volodymyr Zelenskyy criticised diesel deal with Moscow 042
Reposted by TriCapacemaxx analytics @acemaxx.bsky.social · 10/10/2026humongous #ShadowBanking #HedgeFund borrowing from #banks has tripled since 2020, and revenues from financing have turned prime brokerage into one of Wall Street’s fastest-growing businesses, chart @financialtimes.com www.ft.com/content/d313... 041
TriCap @triforcecap.bsky.social · 10/10/2026I believe you. I’ve got a manicured info environment and I encounter an EZ so rarely it seems remarkable. But maybe the remarkable thing is that he can still reach me, and many pretenders can’t. 020
TriCap @triforcecap.bsky.social · 10/10/2026I think we’re live streaming the execution of a human in December… but apparently extra-judicial executions of canines are unpublishable. 1518
TriCap @triforcecap.bsky.social · 10/10/2026It’s just unusual to encounter someone resisting the way, and yet, gathering audience in a technical vertical. 120
TriCap @triforcecap.bsky.social · 09/10/2026federal bar members love that afront to their practice, truly 010
TriCap @triforcecap.bsky.social · 09/10/2026The state of our once vaunted AUSAs: being assigned remedial coursework on how to play in the sandbox. 150
Reposted by TriCapemptywheel @emptywheel.bsky.social · 09/10/20261) Putin doesn't have diesel to spare. 2) Diesel is cover for lifting sanctions. 3) Putin's statement sounds like he's offering an Iran escape hatch, which I've been predicting. 4) Half of the MASSIVE bribes Putin is offering now don't exist. 5) But he does mention security coop -- Kash. 642172796
Reposted by TriCapScott Horton @robertscotthorton.bsky.social · 09/10/2026Trump moves some more steps towards his "grand realignment" to back Russia: (1) withdrawal of US forces and assets from NATO; (2) LUKoil and other assorted sleazy deals with Trump family negotiated by Kushner and Witkoff; (3) shutdown of delivery of Patriot defensive missiles; (4) the diesel deal...ft.comTrump agrees deal with Putin for Russia to release diesel on to global marketPact between Washington and Moscow comes just weeks before critical midterm elections in the US 56944
Reposted by TriCapRuss Wilcox @russwilcox.bsky.social · 09/10/2026Putin releases diesel ahead of midterms to help Trump. How clear can it be that these two are one team? 0194
Reposted by TriCapDean Baker @deanbaker13.bsky.social · 09/10/2026Are we still imposing tariffs on imports from India because they buy Russian oil? 16321
TriCap @triforcecap.bsky.social · 09/10/2026Queen K.static.klipy.comShaquille O'Neal's Big Dunk on Chris DudleyALT: Shaquille O'Neal's Big Dunk on Chris Dudley 180
Reposted by TriCapK @kate10010.bsky.social · 09/10/2026Ed Zitron used AI to create the very first chart in this piece. It made a critical error, which he did not notice because he just learned about bonds last month. THAT is the danger of non practitioners relying on AI output, you don’t know what you’re looking for. The chart is completely inaccurate. 27721109
TriCap @triforcecap.bsky.social · 09/10/2026*watching my phone friend gain two followers*static.klipy.comAtg StucapaALT: Atg Stucapa 040
TriCap @triforcecap.bsky.social · 09/10/2026If he would just take in information from knowledgeable people he would be further ahead! It's easy!! 090
Reposted by TriCapBrighton Capital @brightoncap.bsky.social · 09/10/2026First there was the Sick Man of Europe. Now Mosaic is the Sick Man of Fertilizer. Corn prices hammered, idiot in W.H. bringing in Belarus potash, sulfur prices out of control (for phosphate fertilizers), idled prdn in US and Brazil. Everything sucks! You can buy it for 60 cts on the dollar. 152
Reposted by TriCapKate Duguid @kateduguid.bsky.social · 09/10/2026This is how the U.S. is choosing to treat vulnerable children 48124
Reposted by TriCapReuters Legal @legal.reuters.com · 09/10/2026USA Today and several newspapers it owns sued OpenAI for copyright infringement on October 8, requesting damages 'in excess of $250 million.' The complaint said OpenAI copied hundreds of thousands of articles and other materials without permission to train its AI models reut.rs/4zfTI3greut.rsUSA Today sues OpenAI for copyright infringement over AI trainingUSA Today Co and several newspapers it owns sued OpenAI in Manhattan federal court on Thursday for allegedly infringing their copyrights by using their content to train its large language models. 076
Reposted by TriCapJesse Felder @jessefelder.com · 09/10/2026‘AI's rate-insensitive boom is triggering "Dutch disease" in the US economy by draining capital, power and labor from vulnerable sectors like housing and autos. This creates a problem for the Fed and means rates will be higher for longer.’ www.apollo.com/wealth/insig... 011434
TriCap @triforcecap.bsky.social · 09/10/2026After ‘Backrooms’ I’ve swore to never go back. Not worth it! 000
TriCap @triforcecap.bsky.social · 09/10/2026Glad you think so! I don’t usually jump into a stranger’s mentions swinging like that and had second thoughts about it. Good day to you. :hat tip: 110
TriCap @triforcecap.bsky.social · 09/10/2026This is generous of Brian. If you have interest you might learn some things about fixed income hedging and unique demand in US markets. 140
TriCap @triforcecap.bsky.social · 09/10/2026Can you unpack or point me towards ‘no comments or read me’ philosophy? Just curious if I can hack better. 100
TriCap @triforcecap.bsky.social · 09/10/2026View: Canada is our best friend and the friend we don’t deserve. Sadly and understandably, we aren’t theirs. 020
Reposted by TriCapBrian Romanchuk @brianromanchuk.bsky.social · 09/10/2026Latest piece on mortgage hedging. bondeconomics.substack.com/p/comments-o...bondeconomics.substack.comComments On U.S. Mortgage HedgingI ran into some discussions about “doom loops” involving mortgage hedging in the USD rates market. 4113
Reposted by TriCapAndrew Gelston @agelston.bsky.social · 09/10/2026Yah it’s been cheaper for almost 5 years now Made this in 2016 and my god it was accurate (educated guesses work) 1122
Reposted by TriCapMill Street Research @millstreetresearch.com · 09/10/2026Not sure this sort of decision is going to improve the concerns about Bessent's competence . . . 061
TriCap @triforcecap.bsky.social · 09/10/2026Yeah, and it’s worse than a miss. Apparently no control over what investors are scaffolding and sharing. (My best guess is SoftBank got the misunderstanding ball rolling during their financing road-shows this summer.) 171
Reposted by TriCapConor Sen @conorsen.bsky.social · 09/10/2026New from me: The labor market has strengthened but like the stock market it’s become narrower and more dependent on the AI buildout conorsen.substack.com/p/the-labor-... 1336
TriCap @triforcecap.bsky.social · 09/10/2026It wasn’t a miss. The company with the worst PR function in the big leagues isn’t coordinating shit with the FT. 271
Reposted by TriCapChristopher Webb @cwebbonline.com · 09/10/2026I love this so much❤️ 122 new dads met their babies for the very first time yesterday when the USS Abraham Lincoln finally returned to San Diego. Families waited almost a year for this moment. 1033255838
Reposted by TriCapBrian Finucane @bcfinucane.bsky.social · 09/10/2026There's a through line between the celebratory footage of detainee abuse from CECOT, the boat strikes videos, and this planned snuff film of the Nidal Hasan execution. 635499
TriCap @triforcecap.bsky.social · 09/10/2026Yes. I followed for years on twitter. But truly I forgot about the account and now have trouble remembering the content very well. I blame SM, not my age! 000
Reposted by TriCapWilliam Gibson @greatdismal.bsky.social · 09/10/2026Having long been aware of those tech bros who read my work as utopian porn, where they’ve taken that doesn’t exactly surprise me. 11973351875
Reposted by TriCapDrew Harwell @drewharwell.com · 08/10/2026The last public execution in America was in 1936. A young black man in Kentucky was hanged by a drunk executioner; a news story said "They Ate Hotdogs While a Man Died." Was such an embarrassment that the governor outlawed it 18 months later www.washingtonpost.com/politics/202...washingtonpost.comFort Hood shooter’s execution will be live-streamed, Defense Dept. says“We’ll make sure that people are able to watch it,” Defense Secretary Pete Hegseth said Thursday about the firing squad execution of convicted Fort Hood shooter Nidal Malik Hasan. 58505195
Reposted by TriCapNat 💙💛 @55nataliem.bsky.social · 08/10/2026How do you all feel about electing our Supreme Court Justices 13 districts 13 justices, term limits and elections? 121
