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🧵The high-stakes battle for #HYBE: From the outsider ‘ugly duckling’ to a golden goose
Is the IPO probe a witch hunt or legal accountability? Analysts and legal observers are questioning the alternate motives behind this 16-month investigation.
Let’s walk through them. #DS_HYBE
Is the IPO probe a witch hunt or legal accountability? Analysts and legal observers are questioning the alternate motives behind this 16-month investigation.
Let’s walk through them. #DS_HYBE
1🧵 A key legal tension is the backdated application of 2024 Capital Markets Act standards to 2019 actions. Critics argue the state is judging past contracts using "One Strike Out" policies that did not exist during the original IPO preparations. #HYBE
2🧵 Financial analysts from Hana Securities like Lee Ki-hoon highlight a lack of actual victims. Given the IPO’s commercial success and absence of investor complaints, they argue the charges appear to be a backdated attempt to criminalise standard 2019 business deals. #HYBE
1/ The S&P 500 is hitting records, but under the hood, a massive "Private Stimulus" is keeping the engine running. Here’s why the $700B AI spending spree is both the market's savior and its biggest threat. 🧵👇
2/ The Numbers: This week, ~8% of the S&P 500 hit new 52-week highs. Is it "narrow"? Not as bad as the 2000 Dot-com bubble (2-3%), but far from a broad-based rally. It’s a "rotation" market, for now.
3/ The Spending: Big Tech (MSFT, GOOG, META, AMZN) is on track to spend $725B on AI capex in 2026 alone.
To put that in perspective: That’s more than the inflation-adjusted cost of the Apollo Moon Landing. 🚀
To put that in perspective: That’s more than the inflation-adjusted cost of the Apollo Moon Landing. 🚀
1/🧵The big banking question these days: “is private credit a systemic risk” with some comparing it to subprime crisis.
How deep in it are banks ? Data is very hard to find but luckily the Financial Stability Board just dropped its report on private credit. 9 charts that matter
How deep in it are banks ? Data is very hard to find but luckily the Financial Stability Board just dropped its report on private credit. 9 charts that matter
2/ How big is private credit? That’s the fascinating question and the FSB is right to say we don’t know bc there’s no definition.
Estimates range from ~$1.5tn to $50tn depending on what you count.
So pick a number, any number.
Estimates range from ~$1.5tn to $50tn depending on what you count.
So pick a number, any number.
3/ More importantly the chart we've been waiting YEARS for: how much do banks actually lend to private credit funds, globally? Answer: <0.3% of bank assets even in the UK (the "leader"). Every shadow-banking-contagion thinkpiece should reflect on this.
A thread of satisfying korean/k gp comments
K gp still salty about yellow journalism and astroturfing
1/6
SCMP: "The EU’s top trade official used her departing appearance at the EU Parliament to pour cold water on the prospect of an investment deal with China, hinting that new weapons for dealing with Chinese “macroeconomic imbalances” could be on the way."
sc.mp/6ku4s?utm_sour…
SCMP: "The EU’s top trade official used her departing appearance at the EU Parliament to pour cold water on the prospect of an investment deal with China, hinting that new weapons for dealing with Chinese “macroeconomic imbalances” could be on the way."
sc.mp/6ku4s?utm_sour…
2/6
Sabine Weyand said: “I’m not talking about a cyclical imbalance in trade, I’m talking about structural macroeconomic imbalances or what the IMF calls macro-industrial policy, which really suppresses domestic demand and creates durable imbalances in the relationship.”
Sabine Weyand said: “I’m not talking about a cyclical imbalance in trade, I’m talking about structural macroeconomic imbalances or what the IMF calls macro-industrial policy, which really suppresses domestic demand and creates durable imbalances in the relationship.”
3/6
It is important to understand why the trade issue will be so difficult to resolve. In my 2013 book I argued that global imbalances had become unsustainable, and if they weren't soon reduced, a resurgence of trade conflict was inevitable.
In fact trade imbalances increased.
It is important to understand why the trade issue will be so difficult to resolve. In my 2013 book I argued that global imbalances had become unsustainable, and if they weren't soon reduced, a resurgence of trade conflict was inevitable.
In fact trade imbalances increased.
1/ It's not just this Saturday's Victory Day parade that's been cancelled or cut back in Moscow; so too has the city's annual cleanup, for the first time in over a hundred years. The city will have to remain dirty for another year. ⬇️
2/ Cleanup days, or subbotniks, originated in the spring of 1919 under Lenin's rule. They started as voluntary events mainly for communists (Komsomol members) and sympathisers. In later years, they became a familiar, characteristic feature of the "socialist way of life."
3/ Party ideologists viewed subbotniks as a means of "communist education of the masses". Participation in subbotniks became a measure of an individual's social activity, and the few who shied away could be subject to public censure or even administrative action.
Why I support the Jewish people and Israel
=======
I never really paid much attention to middle east conflict; it's endless and they are always killing each other for some reason or imagined slight or whatever.
/1
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I never really paid much attention to middle east conflict; it's endless and they are always killing each other for some reason or imagined slight or whatever.
/1
I would have been a teenager at the time, but do actually remember when every 2-3 days there would be yet another news report of some nutter blowing themselves up on a bus in Tel Aviv, or blowing themselves up in a market.
/2
/2
It was relentless, but it was half a world away, so easy to switch off from!
I had a good Jewish friend I worked with, but we lost touch when I started working down south, and back then virtually no-one had internet/email and web pages were all plain text and
/3
I had a good Jewish friend I worked with, but we lost touch when I started working down south, and back then virtually no-one had internet/email and web pages were all plain text and
/3
SitRep - 06/05/26 - Russia ignored Ukraine's ceasefire
An overview of the daily events in Russia's invasion of Ukraine. Russia ignored and violated the Ukrainian announced ceasefire, once again showing Putin has no interest in stopping the war.
REPOST=appreciated
1/X
An overview of the daily events in Russia's invasion of Ukraine. Russia ignored and violated the Ukrainian announced ceasefire, once again showing Putin has no interest in stopping the war.
REPOST=appreciated
1/X
Missed the latest?
As usual we start with Russian losses
$GME shareholders can deploy asymmetric "financial guerrilla tactics" to amplify the $EBAY acquisition campaign by targeting pressure points like share price stability, institutional persuasion, and EBAY's long-tail owners. These low-capital actions leverage the community's scale
Compile/share contact lists for top EBAY holders overlapping GME ownership (e.g., BlackRock 8.65% EBAY/7.79% GME, Vanguard, State St—~37.5% bloc per Reddit analysis), urging emails/calls for proxy support on synergies like $2B cost savings and collectibles integration.
Top overlapping institutional holders of $EBAY and $GME — collectively controlling ~47% of EBAY based on recent analyses—provide a prime target for coordinated outreach in support of GME's acquisition.
That's my niece on the right. As much as I am, she too follows the bloodline of #SyamaPrasadMookerjee. Her husband (Retd) Major Ritwick Paul's only mistake was to stand for election against Kalyan Banerjee in 2021. Do you remember how cold it was in December? He spent 15 days 1/2
2/3 nights are Serampore prison. Anyone else wouldve come out broken but he didn't. His political career was destroyed because he wanted to fight for honesty & righteousness. It was Twitter those days. I tweeted. My handle got banned. Everyone was sacred to tweet but @subhsays
@subhsays 3/3 stood his ground. TMC hounded Subham, threatened him, sent him notices. He never barged. Just a stark reminder to everyone that we've come a long way & @SuvenduWB was always stood by his team.
January 2025. ₦0 in my account.
I sent 57 job applications in one month.
Got 2 responses. Both were rejections.
So I deleted my CV and tried something stupid.
furtunately It worked...
walk with me...
I sent 57 job applications in one month.
Got 2 responses. Both were rejections.
So I deleted my CV and tried something stupid.
furtunately It worked...
walk with me...
I was doing everything "right."
Tailoring my CV for every role.
Writing cover letters at 2am.
Refreshing my email every 20 minutes.
57 applications.
2 replies.
Zero interviews.
Something wasn't wrong with me.
Something was wrong with the approach.
Tailoring my CV for every role.
Writing cover letters at 2am.
Refreshing my email every 20 minutes.
57 applications.
2 replies.
Zero interviews.
Something wasn't wrong with me.
Something was wrong with the approach.
So I stopped applying completely.
Instead I spent 3 days just watching.
I found a small online skincare brand on Instagram. Lovely products. Engaged audience.
But their emails was quite Terrible.
No welcome sequence. No follow-up. Nothing.
I wrote them a full 3-email welcome sequence. Unsolicited. Unpaid. Just sent it.
Instead I spent 3 days just watching.
I found a small online skincare brand on Instagram. Lovely products. Engaged audience.
But their emails was quite Terrible.
No welcome sequence. No follow-up. Nothing.
I wrote them a full 3-email welcome sequence. Unsolicited. Unpaid. Just sent it.
#SupremeCourt to hear plea challenging law providing that selection panel for appointing Election Commissioners will consist of the Prime Minister, a Union Cabinet Minister, and the Leader of Opposition.
Bench: Justice Dipankar Datta and Justice Satish Chandra Sharma.
Bench: Justice Dipankar Datta and Justice Satish Chandra Sharma.
The petitioners have argued that the law violates constitutional principles affirmed by the Supreme Court in Anoop Baranwal v. UoI judgement, which provided for a selection panel comprising the Chief Justice of India apart from PM and LoP.
livelaw.in/top-stories/su…
livelaw.in/top-stories/su…
Yesterday, the Court rejected Centre's plea to adjourn the matter and began hearing arguments, orally observing that this case is more important than any other.
livelaw.in/top-stories/th…
livelaw.in/top-stories/th…
