Just Daniel Profile picture
Turnaround company and distressed debt investor. Angry Italian PLVS VLTRA ⚠️not financial advice - contrarian views not always popular idc - @JMilei is the way
Jan 30 9 tweets 3 min read
Stop talking to me about 2008 and dilution. I literally know where the money moving at the speed of light is going out of China's growth lie to the next growth market. And omg it's sustainable and reformed. Ready to fucking GO. So shutup with your price predictions. I don't guess Image Dick Fuld explained the 2008 environment and I believe the MATRIX of regulation in the global free market capitalist environment has the velocity and infrastructure to pull of what Fuld testified and LBHI, GSE 2008 US 'crash' was to build Fuld's '08vision:
Jan 27 4 tweets 1 min read
@ChaoticGood42_ @CGasparino @pulte @Joeschmo3311 @AlderLaneEggs @BillAckman @FTC Thank you so much - it's up to @CGasparino if he wants to platform this guy to more and more people's money on false promises to save them from their situation when #1 he can't and #2 he's ripping them off with these "events" - god it's horrible to see him get platformed. @ChaoticGood42_ @CGasparino @pulte @Joeschmo3311 @AlderLaneEggs @BillAckman @FTC @CGasparino or not, I'm writing all of this to the @FTC and making them aware of what @pulte is doing because if he's gonna have cable news promoting his fake ass "save the BBBY and AMC" investors fraud I'm gonna bother the heck out of the fraud department.
Dec 6, 2023 17 tweets 6 min read
@BowTiedMara #Citigroup increased their holdings in $YPF ADR from 0 successively each quarter from Q1 Q2 to Q3 in 2023 with the largest increase of 50.94% in Q3. Not surprised they are at the more positive end. #HSBC (UK/HK) k.y.enemy. @StanChart operates in Arg=CoffeeCanCapitalized in $USD🦁 Image @BowTiedMara @StanChart @Citi is in trouble, def cut a lot of staff, showing a lot of signs of needing some wins in their bets on $YPF and Argentina. Otherwise they wouldn't be headed to congress to bitch about higher capitalization of banks with known banks on the decline from bad inv/scandal $WFC $GS
Nov 26, 2023 11 tweets 4 min read
@CGasparino 'Sorry Charlie' - I hold neither. But I do think ragging on retail for trying to find value in Ch11/Adm is pathetic. What's wrong with investing in -Q or restructuring "admin" sec/bonds? I did just fine on XS0215349357 since 2017. Not so sad! ha!
scribd.com/document/39104…
Image @CGasparino Now I wasn't always on my own wheeling and dealing. I grew up around assholes like you and your friends. But I wanted the long side. And I'm patient - oh and I have common fucking sense. So it's funny to help retail realize that folks on Fox News are pretty damn petty. And wrong.
Sep 1, 2023 6 tweets 2 min read
@RyanDetrick "consumers held $168.5 trillion in total assets, which includes home equity" if I had one mortgage in this environment I'd be upset but to take one against the house and have 2? That's not a sign of health, that's a sign of people not having cash; corp cash offers drove ⬆️housing @RyanDetrick I had a friend who was building a new ranch home for $450,000 in Mesa, AZ that had to get another loan because a cash buyer came around the neighborhood... Those people made the "asset" that is the home inflated. So his house was worth more bc he paid morebloomberg.com/news/articles/…
Jul 2, 2023 17 tweets 6 min read
@Citadel and @StevenACohen2 save #MelvinCapital in $GME short squeeze short position. Here's a seed to that story - and all the way back to @Citadel beginning in 1990, the start of Ken Griffin in Chicago using Glenwood (the hedge fund's) capital in 1989 ($1M) + #Madoff #Pioneers Like Madoff, these schemes all spread by word of mouth in select, distinct and possibly not so much truthful as is a game theoretical backstory... But I will leave it here for now, in April 2008 - the following January some connection to Glenwood, Man (London),Madoff,and Ken/FoFs
May 7, 2023 9 tweets 9 min read
@threadreaderapp @Ova_Wit_lol @GavinClimie Shall we continue? The US Bankruptcy Court Judge in Manhattan on Friday Sep 19, 2008 was essentially forced to approve an agreement unprecedented and possibly not entirely legal (post 9/11) because foreign-bank, HQ in London, Barclays Plc was the only viable rescue buyer in 9/08 ImageImage @threadreaderapp @Ova_Wit_lol @GavinClimie The LBHI company core assets sold in less than a week. LBHI had however pre-shopped some of its assets, like Neuberger Berman Asset Management in summer 2008 for raising cash. Still acting quick on selling LBHI's CH11 assets was imperative with value crashing fast since 9/15/08 Image
May 7, 2023 15 tweets 14 min read
@Ova_Wit_lol @GavinClimie The link in this thread to Dick Fuld's 2010 statement about the collapse was very defiant about the fact he claims LBHI (the parent of LBI) was "mandated" into filing. And that is the truth. No sane decision to file CH 11 would be made by a company with cash/assets bal sheet. Image @Ova_Wit_lol @GavinClimie The most telling thing is while Sep 28, 2022 LBI (the subsidiary and former brokerage arm of LBHI) finished paying off its liquidation - LBHI remains in the LBHI Trust" filing with the SEC regularly and not only that, 332 Million in its 8-K from March 2023 w/o $ ongoinglitigation Image
Dec 31, 2022 12 tweets 5 min read
Fuck I have to due my DD today as New Years is now a global event via twitter. Just like announcing @RoyalFamily transfers of titles via tweet. @elonmusk back end "architecture" confirmed. Also @RBC and @scotiabank I sure hope you are holding those orders for shares on US OTC in trust for my amazing teammates/allies/friends in Canada trying to legally purchase them from your rigged system. They deserve that windfall payment. Don't sacrifice them bc of me.
Dec 29, 2022 5 tweets 2 min read
Something about Michael Lewis and his books as well as the SBF saga being wrapped in Real Estate and the fact the real estate developer/part owner depicted in even Moneyball's film (2011) Stephen C. Schott was played by Activision Blizzard CEO @BobbyKotick ? Um what? Microsoft is obv involved in the future of gaming/esports/and real estate... no doubt. But wow - Pretty sure Michael Lewis doesn't get enough credit for his series of books that are fiction-then non-fiction once written in hindsight. But like dude - fckin rabbit hole. Even Alameda cty..