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Warming This BBC Up After A Long Day Izzy Soles 😮‍💨😮‍💨 #GoonFilesVol7 📼📼 #DropThosePantsVol1 👖 Horny Corp . GOON FILES GoonFilesFeet Horny corp Feet

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55,293 views • 22 days ago •via X (Twitter)

NSFW#GoonFilesVol7#DropThosePantsVol1
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Sweaty heels after a long successful day 😮‍💨 #feet #teenfeet #soles
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Sweaty heels after a long successful day 😮‍💨 #feet #teenfeet #soles

𝐉 🖤 | 20

19,685 views • 2 years ago

big sexy sz12’s after a long day of work in sandals😮‍💨 i could barely control myself with these big smelly soles in my lap
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big sexy sz12’s after a long day of work in sandals😮‍💨 i could barely control myself with these big smelly soles in my lap

Darrell Caldwell Jr

25,432 views • 6 months ago

How Sunderland looked after rioters raided shops, smashed up the city and pelted officers It’s been a long day gathering this My report for BBC TV on Sunderland a day after that night of violence
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How Sunderland looked after rioters raided shops, smashed up the city and pelted officers It’s been a long day gathering this My report for BBC TV on Sunderland a day after that night of violence

Jim Scott

10,915 views • 2 years ago

Chilling with my bare feet up on the table after a long day 👣😌 Relaxed, warm soles right in your face. What would you do if you were here? 😈 #GayFootFetish #MaleFeet #Barefoot #FootWorship #RelaxedFeet #WrinkledSoles #GayFeet #FeetLover #BigMaleFeet
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Chilling with my bare feet up on the table after a long day 👣😌 Relaxed, warm soles right in your face. What would you do if you were here? 😈 #GayFootFetish #MaleFeet #Barefoot #FootWorship #RelaxedFeet #WrinkledSoles #GayFeet #FeetLover #BigMaleFeet

AlphaSockFR

12,027 views • 1 month ago

Since you did SUCH a good job on my socks, I think its time you work on these tired, sweaty, soles and toes after a long day~ Don't be shy... get right in there between the toes~ Such a good pet you are! I could get used to this feet pampering ☺ #footfetısh #footworship #feet
1:20

Since you did SUCH a good job on my socks, I think its time you work on these tired, sweaty, soles and toes after a long day~ Don't be shy... get right in there between the toes~ Such a good pet you are! I could get used to this feet pampering ☺ #footfetısh #footworship #feet

VivviSweat 🔞

36,187 views • 1 month ago

4,407 Wrexham fans in the Coventry away end after going 1-0 up in an FA Cup third round tie, three years ago today. Scenes. 😮‍💨 The then National League side knocked #PUSB out with a 4-3 win on the day... 🤩 Did you do this away day #WxmAFC fans? 🤔
0:26

4,407 Wrexham fans in the Coventry away end after going 1-0 up in an FA Cup third round tie, three years ago today. Scenes. 😮‍💨 The then National League side knocked #PUSB out with a 4-3 win on the day... 🤩 Did you do this away day #WxmAFC fans? 🤔

FanHub

51,134 views • 7 months ago

John Brennan's private security company, The Analysis Corp (TAC), got caught tampering with Obama's passport files while they had a contract with the State Dept, and while Brennan was secretly serving as an intelligence advisor in Obama's 2008 campaign. This happened right as people were questioning Obama's true place of birth and his ties to Pakistan. Key cooperating witness Lt. Quarles Harris Jr. got tangled in the connected ID theft ring, agreed to flip for the feds, and then one month later, found with a single gunshot to the head, execution-style in his car outside a DC church. The murder is still unsolved to this day. Obama then cruises to victory, becomes president, and sure enough, appoints John Brennan as CIA Director. Brennan was Obama's clean-up guy. There are no coincidences.
4:45

John Brennan's private security company, The Analysis Corp (TAC), got caught tampering with Obama's passport files while they had a contract with the State Dept, and while Brennan was secretly serving as an intelligence advisor in Obama's 2008 campaign. This happened right as people were questioning Obama's true place of birth and his ties to Pakistan. Key cooperating witness Lt. Quarles Harris Jr. got tangled in the connected ID theft ring, agreed to flip for the feds, and then one month later, found with a single gunshot to the head, execution-style in his car outside a DC church. The murder is still unsolved to this day. Obama then cruises to victory, becomes president, and sure enough, appoints John Brennan as CIA Director. Brennan was Obama's clean-up guy. There are no coincidences.

Whiplash347

15,217 views • 3 months ago

John Brennan's private security company, The Analysis Corp (TAC), got caught tampering with Obama's passport files while they had a contract with the State Dept, and while Brennan was secretly serving as an intelligence advisor in Obama's 2008 campaign. This happened right as people were questioning Obama's true place of birth and his ties to Pakistan. Key cooperating witness Lt. Quarles Harris Jr. got tangled in the connected ID theft ring, agreed to flip for the feds, and then one month later, found with a single gunshot to the head, execution-style in his car outside a DC church. The murder is still unsolved to this day. Obama then cruises to victory, becomes president, and sure enough, appoints John Brennan as CIA Director. Brennan was Obama's clean-up guy. There are no coincidences.
4:45

John Brennan's private security company, The Analysis Corp (TAC), got caught tampering with Obama's passport files while they had a contract with the State Dept, and while Brennan was secretly serving as an intelligence advisor in Obama's 2008 campaign. This happened right as people were questioning Obama's true place of birth and his ties to Pakistan. Key cooperating witness Lt. Quarles Harris Jr. got tangled in the connected ID theft ring, agreed to flip for the feds, and then one month later, found with a single gunshot to the head, execution-style in his car outside a DC church. The murder is still unsolved to this day. Obama then cruises to victory, becomes president, and sure enough, appoints John Brennan as CIA Director. Brennan was Obama's clean-up guy. There are no coincidences.

The SCIF

191,362 views • 3 months ago

This shoe company just became an AI infrastructure provider overnight. And the stock went up almost 600%. Let me explain why this is so ridiculous and concerning: Allbirds - the wool sneaker brand once worshipped by Silicon Valley - announced it is selling its shoe business for $39 million and rebranding itself as "NewBird AI." A "fully integrated GPU-as-a-Service and AI-native cloud solutions provider." Those are their words. Not mine. A company with ZERO experience in semiconductors. ZERO experience in data centers. ZERO experience in cloud infrastructure. ZERO customers. ZERO GPUs on hand. The stock closed Tuesday at $2.49. It opened Wednesday and shot up to nearly $22. A 582% move in one session. The funding? A $50 million convertible from an unnamed institutional investor. Subject to shareholder approval on May 18. That's it. That's literally the entire transformation. Sell the shoes for $39 million. Take $50 million from somebody willing to hand it over. Add "AI" to the name. Watch retail traders lose their minds. This reminds me of an older story: In December 2017, a beverage company called Long Island Iced Tea Corp. announced it was changing its name to "Long Blockchain Corp." and pivoting to crypto. The stock jumped nearly 300% in a single day. Trading volume up 1,000%. But they had no blockchain business. No blockchain employees. No blockchain anything. 14 months later, NASDAQ delisted them. The SEC eventually charged 3 people with insider trading on the name change itself. The company never filed another financial report. The blockchain business never existed. It’s the same playbook, only with a different buzzword. And here is what should worry every serious investor: Allbirds once traded above $600 a share. It was valued at roughly $4 billion in 2021. The shoe business they just sold for $39 million. That is a 99% wipeout of real operating value, from a real company selling real products. But the moment they stapled "AI" to the shell, retail traders bid the market cap up by $127 million in a single day. Buying what, exactly? A press release. A $50 million IOU. A NAME change. When a dying retailer can create 9 figures of "value" by announcing it will buy GPUs it does not own, from suppliers it has no relationships with, to serve customers it does not have - you are no longer looking at a market. Hyperscalers are spending $380 billion a year on real AI infrastructure and most of the buyers still cannot measure a return. And now we are pricing a wool sock company as a neocloud. This is how late-cycle tops feel from the inside. Not with a crash. With absurdity. Long Blockchain Corp. was not a business. It was a warning. Allbirds-to-NewBird-AI is the same warning but louder. Own real cash flow. Own gold. Own silver. Own companies that make things people actually buy. Not stupid hype.
0:37

This shoe company just became an AI infrastructure provider overnight. And the stock went up almost 600%. Let me explain why this is so ridiculous and concerning: Allbirds - the wool sneaker brand once worshipped by Silicon Valley - announced it is selling its shoe business for $39 million and rebranding itself as "NewBird AI." A "fully integrated GPU-as-a-Service and AI-native cloud solutions provider." Those are their words. Not mine. A company with ZERO experience in semiconductors. ZERO experience in data centers. ZERO experience in cloud infrastructure. ZERO customers. ZERO GPUs on hand. The stock closed Tuesday at $2.49. It opened Wednesday and shot up to nearly $22. A 582% move in one session. The funding? A $50 million convertible from an unnamed institutional investor. Subject to shareholder approval on May 18. That's it. That's literally the entire transformation. Sell the shoes for $39 million. Take $50 million from somebody willing to hand it over. Add "AI" to the name. Watch retail traders lose their minds. This reminds me of an older story: In December 2017, a beverage company called Long Island Iced Tea Corp. announced it was changing its name to "Long Blockchain Corp." and pivoting to crypto. The stock jumped nearly 300% in a single day. Trading volume up 1,000%. But they had no blockchain business. No blockchain employees. No blockchain anything. 14 months later, NASDAQ delisted them. The SEC eventually charged 3 people with insider trading on the name change itself. The company never filed another financial report. The blockchain business never existed. It’s the same playbook, only with a different buzzword. And here is what should worry every serious investor: Allbirds once traded above $600 a share. It was valued at roughly $4 billion in 2021. The shoe business they just sold for $39 million. That is a 99% wipeout of real operating value, from a real company selling real products. But the moment they stapled "AI" to the shell, retail traders bid the market cap up by $127 million in a single day. Buying what, exactly? A press release. A $50 million IOU. A NAME change. When a dying retailer can create 9 figures of "value" by announcing it will buy GPUs it does not own, from suppliers it has no relationships with, to serve customers it does not have - you are no longer looking at a market. Hyperscalers are spending $380 billion a year on real AI infrastructure and most of the buyers still cannot measure a return. And now we are pricing a wool sock company as a neocloud. This is how late-cycle tops feel from the inside. Not with a crash. With absurdity. Long Blockchain Corp. was not a business. It was a warning. Allbirds-to-NewBird-AI is the same warning but louder. Own real cash flow. Own gold. Own silver. Own companies that make things people actually buy. Not stupid hype.

George Noble

17,341 views • 4 months ago

WAKATI WA MUNGU UKIFIKA. Do you remember the Rasta man I rescued from the streets? He had set up an illegal structure along Haile Selassie Avenue, opposite Green Park. At the time, he appeared deeply troubled, but after some conversation, he agreed to accept my help. I rented him a house, bought all the essential household items he needed to start a new life, and through my video, we were able to reunite him with his family after more than 15 years apart. Over the past month, I have closely monitored his progress, and I’m happy to say he has shown great determination and commitment to turning his life around. (He also agreed to shave his long rasta) Today, I’m delighted to share that Charlie Corp Ltd has offered him employment at Oyster Bay Restaurant and Charlie’s Motors in Lavington. With this opportunity, he will now be able to sustain himself and continue building a better future. A heartfelt thank you to Charlie’s Company for this wonderful gesture this is true service to humanity. I wish him all the best as he embarks on this new chapter of his life.
11:05

WAKATI WA MUNGU UKIFIKA. Do you remember the Rasta man I rescued from the streets? He had set up an illegal structure along Haile Selassie Avenue, opposite Green Park. At the time, he appeared deeply troubled, but after some conversation, he agreed to accept my help. I rented him a house, bought all the essential household items he needed to start a new life, and through my video, we were able to reunite him with his family after more than 15 years apart. Over the past month, I have closely monitored his progress, and I’m happy to say he has shown great determination and commitment to turning his life around. (He also agreed to shave his long rasta) Today, I’m delighted to share that Charlie Corp Ltd has offered him employment at Oyster Bay Restaurant and Charlie’s Motors in Lavington. With this opportunity, he will now be able to sustain himself and continue building a better future. A heartfelt thank you to Charlie’s Company for this wonderful gesture this is true service to humanity. I wish him all the best as he embarks on this new chapter of his life.

Geoffrey Mosiria

61,923 views • 10 months ago

🇺🇦 Ukraine is turning 35 soon 🇺🇦 The Ukraine Independence Day Event launches in just a few hours! We will soon launch a dedicated event page featuring leaderboards, prizes, and all event details. This may be the last event with APY rates and other prizes this generous, so don’t miss it! Here’s what’s waiting for you: 1) Extended Sl8 Referral System up to 6 levels deep! Level 1: 6% Level 2: 5% Level 3: 4% Level 4: 3% Level 5: 2% Level 6: 1% Invite your friends to Sl8. When they stake $USDC, $XLM, or other supported tokens, you can earn rewards from up to six levels of your referral network fully unlocked and ready to withdraw! 2) $100,000 Prize Pool for the Top 100 participants! 🏆 This time, we’ve prepared something truly special as one of the main prizes: CST tokens linked to the valuation of Cassator Corp. CST is our planned future ticker for NASDAQ / NYSE. The CST token will be launched after the event ends. 3) Daily prizes for the Top 35 participants: Literally every day throughout the event, prizes will be awarded among the Top 35 participants, including tokenized Gold and Silver collectible coins issued by the National Bank of Ukraine, as well as potentially other prizes. A total of eight gold and silver coins will soon be tokenized and made available directly in the Sl8 wallet. 4) Event APY rates: 30-day staking plan: 28% APY 90-day staking plan: 38% APY 180-day staking plan: 50% APY 360-day staking plan: 62% APY 5) Event duration: August 11, 2026 at 10:00 AM UTC to August 25, 2026 at 10:00 AM UTC Get ready 🇺🇦 #UKRAINE_INDEPENDENCE_DAY_2026
1:57

🇺🇦 Ukraine is turning 35 soon 🇺🇦 The Ukraine Independence Day Event launches in just a few hours! We will soon launch a dedicated event page featuring leaderboards, prizes, and all event details. This may be the last event with APY rates and other prizes this generous, so don’t miss it! Here’s what’s waiting for you: 1) Extended Sl8 Referral System up to 6 levels deep! Level 1: 6% Level 2: 5% Level 3: 4% Level 4: 3% Level 5: 2% Level 6: 1% Invite your friends to Sl8. When they stake $USDC, $XLM, or other supported tokens, you can earn rewards from up to six levels of your referral network fully unlocked and ready to withdraw! 2) $100,000 Prize Pool for the Top 100 participants! 🏆 This time, we’ve prepared something truly special as one of the main prizes: CST tokens linked to the valuation of Cassator Corp. CST is our planned future ticker for NASDAQ / NYSE. The CST token will be launched after the event ends. 3) Daily prizes for the Top 35 participants: Literally every day throughout the event, prizes will be awarded among the Top 35 participants, including tokenized Gold and Silver collectible coins issued by the National Bank of Ukraine, as well as potentially other prizes. A total of eight gold and silver coins will soon be tokenized and made available directly in the Sl8 wallet. 4) Event APY rates: 30-day staking plan: 28% APY 90-day staking plan: 38% APY 180-day staking plan: 50% APY 360-day staking plan: 62% APY 5) Event duration: August 11, 2026 at 10:00 AM UTC to August 25, 2026 at 10:00 AM UTC Get ready 🇺🇦 #UKRAINE_INDEPENDENCE_DAY_2026

Cassator Corp.

14,824 views • 15 days ago

After a long, grueling battle with leukemia, a high school cheerleader finally returned to the sidelines for her first game back—cancer-free and surrounded once more by her friends and teammates. As the football players ran onto the field before kickoff, each one paused in a quiet, powerful moment. One by one, they gently placed a single rose at her feet—a simple yet profound tribute. The gesture spoke volumes: We’re so glad you’re here. We’re so thankful you’re healthy again. You’ve been missed, and we love you. The growing pile of roses at her feet became a beautiful symbol of support, love, and relief from an entire team that had carried her in their hearts through every tough day. Overwhelmed by the outpouring, she stood there, tears likely streaming, feeling the full weight of belonging and celebration in a moment far bigger than any game. It was a heartwarming reminder of community, kindness, and the quiet strength found in showing up for someone when it matters most. I LOVE THIS 🌹😭🌹😭🌹
0:49

After a long, grueling battle with leukemia, a high school cheerleader finally returned to the sidelines for her first game back—cancer-free and surrounded once more by her friends and teammates. As the football players ran onto the field before kickoff, each one paused in a quiet, powerful moment. One by one, they gently placed a single rose at her feet—a simple yet profound tribute. The gesture spoke volumes: We’re so glad you’re here. We’re so thankful you’re healthy again. You’ve been missed, and we love you. The growing pile of roses at her feet became a beautiful symbol of support, love, and relief from an entire team that had carried her in their hearts through every tough day. Overwhelmed by the outpouring, she stood there, tears likely streaming, feeling the full weight of belonging and celebration in a moment far bigger than any game. It was a heartwarming reminder of community, kindness, and the quiet strength found in showing up for someone when it matters most. I LOVE THIS 🌹😭🌹😭🌹

CeCe

213,420 views • 6 months ago

This giant alligator, over 13 feet long in my backyard shows how easily they can hide in just a few feet of water. My kids and I have been swimming with these alligators for over 20 years and they have never attacked us. They can and do take very large animals like deer and coyotes and we have watched them do it. We have a large sandbar where we all swim most of the time and the hole there is around 30 feet deep. This other section is about 100 meters from it and stays around 10 to 15 feet deep, even when the river gets very low in the summer. Can see the alligator vanishes in just a few feet. I have been snorkeling alone for years right where this alligator is right now. I knew there were smaller alligators in there but I didn't understand how big the old ones were until a few years after I had already been diving all around them alone. I would stay out there alone swimming and diving there all day from morning until right before dark. I have watched most of these gators grow up since they just hatched on my land. There are some really old ones here that were here before I was even born. I have seen some amazing things in this river and all around it! There is real magic here and at another very special location in the middle of the woods that will be shown to the whole world soon!!!!!
1:01

This giant alligator, over 13 feet long in my backyard shows how easily they can hide in just a few feet of water. My kids and I have been swimming with these alligators for over 20 years and they have never attacked us. They can and do take very large animals like deer and coyotes and we have watched them do it. We have a large sandbar where we all swim most of the time and the hole there is around 30 feet deep. This other section is about 100 meters from it and stays around 10 to 15 feet deep, even when the river gets very low in the summer. Can see the alligator vanishes in just a few feet. I have been snorkeling alone for years right where this alligator is right now. I knew there were smaller alligators in there but I didn't understand how big the old ones were until a few years after I had already been diving all around them alone. I would stay out there alone swimming and diving there all day from morning until right before dark. I have watched most of these gators grow up since they just hatched on my land. There are some really old ones here that were here before I was even born. I have seen some amazing things in this river and all around it! There is real magic here and at another very special location in the middle of the woods that will be shown to the whole world soon!!!!!

Ranger H

572,786 views • 1 month ago

Jason Tickled in the TICKLE CHAIR Next up on deck is Jason Tickless 🪶🪶🪶 Fetcon26 who is a baby bear that was brave enough to take a spin in my Tickle Chair. He saw the guys I demolished in my chair and still had the balls to jump in. You gotta have some BIG balls to do that, and he does. In fact, he got a little sassy with me in the beginning, but I got my ways of humbling guys REAL QUICK. I could tell that after I peeled of his drenched socks and dived into his soles that his feet were absolutely DRIPPING is sweat. Uh oh, is somebody nervous?? Good, he should be, because he's only at the beginning of a very long and BRUTAL punishment ahead of him. (I'm not kidding you when I say that this guy gets HUMBLED which you will see in the later upcoming parts)
0:32

Jason Tickled in the TICKLE CHAIR Next up on deck is Jason Tickless 🪶🪶🪶 Fetcon26 who is a baby bear that was brave enough to take a spin in my Tickle Chair. He saw the guys I demolished in my chair and still had the balls to jump in. You gotta have some BIG balls to do that, and he does. In fact, he got a little sassy with me in the beginning, but I got my ways of humbling guys REAL QUICK. I could tell that after I peeled of his drenched socks and dived into his soles that his feet were absolutely DRIPPING is sweat. Uh oh, is somebody nervous?? Good, he should be, because he's only at the beginning of a very long and BRUTAL punishment ahead of him. (I'm not kidding you when I say that this guy gets HUMBLED which you will see in the later upcoming parts)

LA Tickle

15,548 views • 4 months ago

Warren Buffet(‘s behavior) is screaming to me of imminent 🇯🇵BOJ yield hike Grab a tin foil hat & hear me out Buffet is/was in Tokyo on Mon & Tues, if not earlier. Why? According to WB- to meet CEOs of the big 5 🇯🇵trading houses he owns: Mitsubishi Corp Sumitomo Corp Mitsui &Co Itochu Marubeni (🇯🇵trading houses are very strange & complex mega-conglomerates, each w/ ~1,000 subsidiaries spanning a wide array of sectors from convenience stores to industrials, but by & large are commodities plays- shares move ↑&↓ accordingly w/ commods). Why the need for WB to meet 🇯🇵trading house CEOs in person? Apparently, to say “keep up the good work fellas” & to reiterate longstanding “my door is always open to do deals” & then interviews w/ Nikkei & CNBC to disclose that he upped his stake to 7.5% of each company Cool. Now- isn’t it a bit curious for this 90+ yr old billionaire to jump on a plane from Omaha → complete other side of the planet for.. that? Here’s why that’s weird Aug 2020, Berkshire disclosed 5% holdings in each of these trading houses. He funded these investments by issuing bonds in super low JPY rates at ~1% (basically free, especially when considering div yields at >2%) In other words- in late 2020, WB made a phenomenal macro trade: Short bonds / long commodities Before yields & commods skyrocketed Great trade, but a very un-Buffet-like investment style. This isn’t the bottom up fundamental analysis & single stock picking he’s famous for - as mentioned, it’s basically impossible to conduct bottom up analysis on 🇯🇵trading house conglomerates w/ thousands of subsidiaries. Going equal weight 5% across each of the 5 for broad sector exposure is admission of not being able to do genuine fundamental homework. But whatever- great trade, period That’s not the weird part What’s weird is (again), this trip to Tokyo to meet CEOs - & this is all spelled out in his own words in the clip below. Buffet hasn’t physically been to Japan for like a decade & a half. That means: No face to face meet when first acquiring initial 5% stakes - he stealthily executed those buys on the Tokyo stock exchange before disclosing. He says that at the time, he wrote letters to each of them saying he gives his word that his holdings won’t exceed 10%. A gentleman’s promise via written letters indeed signal trust in keeping his word - but a face to face meet would go a long way further. Yet, no plane ride →🇯🇵then either & since going long, shares in all 5 have only gone up- exceeding expectations as he says. So it’s not like there are problems to have to settle (like Wells Fargo) or rescuing to do (like Goldman). So, again- why in the hell did a 90+ year old, extremely satisfied shareholder “for decades more” feel the need to break a 15 year no-🇯🇵-visit streak & fly to Tokyo to meet in person, let alone with absolutely nothing of significance to do/say? Aren’t there like.. banking problems at home that he’s helping advise the US gov on? Why 🇯🇵, NOW? Well - it just so happens that this Mon was also when a brand new BOJ Governor began his tenure, after a decade of free Kuroda money that helped finance these 🇯🇵 investments, w/ some bonds maturing. WB (also in this CNBC clip) says he will once again issue debt to fund his increased investments. Could it be that the real reason for taking a full lap around the planet was to perhaps “check in” w/ the new BOJ & see if JPY borrow costs are about to jump higher? This is a guy who can get the Fed chair & Treasury Sec on the line at any time. He can very much also get access to rookie Ueda at BOJ He says he wouldn’t start buying these trading houses at current valuations- so then why averaging up? He isn’t concerned w/ share prices- he’s locking in world’s last source of cheap funding left- before rates lift Watch the clip & read the Nikkei transcript through this lens (& what does BOJ Ueda get out of this? See clip @ 4:50) Buffet sees JPY rates↑ & soon & he’s a guy who does his homework
5:48

Warren Buffet(‘s behavior) is screaming to me of imminent 🇯🇵BOJ yield hike Grab a tin foil hat & hear me out Buffet is/was in Tokyo on Mon & Tues, if not earlier. Why? According to WB- to meet CEOs of the big 5 🇯🇵trading houses he owns: Mitsubishi Corp Sumitomo Corp Mitsui &Co Itochu Marubeni (🇯🇵trading houses are very strange & complex mega-conglomerates, each w/ ~1,000 subsidiaries spanning a wide array of sectors from convenience stores to industrials, but by & large are commodities plays- shares move ↑&↓ accordingly w/ commods). Why the need for WB to meet 🇯🇵trading house CEOs in person? Apparently, to say “keep up the good work fellas” & to reiterate longstanding “my door is always open to do deals” & then interviews w/ Nikkei & CNBC to disclose that he upped his stake to 7.5% of each company Cool. Now- isn’t it a bit curious for this 90+ yr old billionaire to jump on a plane from Omaha → complete other side of the planet for.. that? Here’s why that’s weird Aug 2020, Berkshire disclosed 5% holdings in each of these trading houses. He funded these investments by issuing bonds in super low JPY rates at ~1% (basically free, especially when considering div yields at >2%) In other words- in late 2020, WB made a phenomenal macro trade: Short bonds / long commodities Before yields & commods skyrocketed Great trade, but a very un-Buffet-like investment style. This isn’t the bottom up fundamental analysis & single stock picking he’s famous for - as mentioned, it’s basically impossible to conduct bottom up analysis on 🇯🇵trading house conglomerates w/ thousands of subsidiaries. Going equal weight 5% across each of the 5 for broad sector exposure is admission of not being able to do genuine fundamental homework. But whatever- great trade, period That’s not the weird part What’s weird is (again), this trip to Tokyo to meet CEOs - & this is all spelled out in his own words in the clip below. Buffet hasn’t physically been to Japan for like a decade & a half. That means: No face to face meet when first acquiring initial 5% stakes - he stealthily executed those buys on the Tokyo stock exchange before disclosing. He says that at the time, he wrote letters to each of them saying he gives his word that his holdings won’t exceed 10%. A gentleman’s promise via written letters indeed signal trust in keeping his word - but a face to face meet would go a long way further. Yet, no plane ride →🇯🇵then either & since going long, shares in all 5 have only gone up- exceeding expectations as he says. So it’s not like there are problems to have to settle (like Wells Fargo) or rescuing to do (like Goldman). So, again- why in the hell did a 90+ year old, extremely satisfied shareholder “for decades more” feel the need to break a 15 year no-🇯🇵-visit streak & fly to Tokyo to meet in person, let alone with absolutely nothing of significance to do/say? Aren’t there like.. banking problems at home that he’s helping advise the US gov on? Why 🇯🇵, NOW? Well - it just so happens that this Mon was also when a brand new BOJ Governor began his tenure, after a decade of free Kuroda money that helped finance these 🇯🇵 investments, w/ some bonds maturing. WB (also in this CNBC clip) says he will once again issue debt to fund his increased investments. Could it be that the real reason for taking a full lap around the planet was to perhaps “check in” w/ the new BOJ & see if JPY borrow costs are about to jump higher? This is a guy who can get the Fed chair & Treasury Sec on the line at any time. He can very much also get access to rookie Ueda at BOJ He says he wouldn’t start buying these trading houses at current valuations- so then why averaging up? He isn’t concerned w/ share prices- he’s locking in world’s last source of cheap funding left- before rates lift Watch the clip & read the Nikkei transcript through this lens (& what does BOJ Ueda get out of this? See clip @ 4:50) Buffet sees JPY rates↑ & soon & he’s a guy who does his homework

Weston Nakamura

1,000,903 views • 3 years ago

Ruze from HolostarsEN vents his frustration with Cover Corp: "This is just the latest and possibly final straw on like a... huge fuck off pile of hay that just like blots out the sun like some monument to corporate stupidity." "Graduation was seriously on the table and fuck if I'm being honest with you and I'll be transparent, it's still on the table. That's not a joke." "This isn't some reactionary anger over one small thing that doesn't affect me. I've been mad at the company for a really, really long time." "There's too much red tape and too many fucking dumbass, bloated, useless pieces of management at the top that don't know what the fuck they're doing and should have no business running a company." "I am still treated to a new theatrical release of Incompetence Incorporated like every single day." "I damn near quit during the lead-up to 3D because of how much they fucked me over during that period." "I fought for like ARMIS MMDs, I've been given the runaround on a third outfit for so long that at this point I'm just not doing one." "I can't even get them to reopen the shop for our fucking debut acrylics." "I’ve just gritted my teeth and turned the other cheek to insult and frankly what I assume is active sabotage. But this downsizing... that’s a step too far." "I don't know if I see a future for myself with COVER... I don't know that I trust COVER to handle the Risaters' support at all." "I don't think it makes sense that the JP boys are where they're at. I don't think it makes sense that there's a possibility for that for EN in the future. It is incompetence at its finest." "I don't know how you could fuck that up so bad. There's no possible way the numbers don't make sense to me. Sounds like you did a bad job." "At some point I've got to stop letting them weaponize my compassion for the boys and my desire to stick to my word." "At some point I’m going to have to make the hard decisions for the sake of myself and you guys... I’m going to have to make a tough call." "There's dozens of small like instances of the company being either incompetent or just actively inhibiting the boys." "Support the boys as best as you can going forward... support the boys especially the—the JP boys like more than ever."
6:19

Ruze from HolostarsEN vents his frustration with Cover Corp: "This is just the latest and possibly final straw on like a... huge fuck off pile of hay that just like blots out the sun like some monument to corporate stupidity." "Graduation was seriously on the table and fuck if I'm being honest with you and I'll be transparent, it's still on the table. That's not a joke." "This isn't some reactionary anger over one small thing that doesn't affect me. I've been mad at the company for a really, really long time." "There's too much red tape and too many fucking dumbass, bloated, useless pieces of management at the top that don't know what the fuck they're doing and should have no business running a company." "I am still treated to a new theatrical release of Incompetence Incorporated like every single day." "I damn near quit during the lead-up to 3D because of how much they fucked me over during that period." "I fought for like ARMIS MMDs, I've been given the runaround on a third outfit for so long that at this point I'm just not doing one." "I can't even get them to reopen the shop for our fucking debut acrylics." "I’ve just gritted my teeth and turned the other cheek to insult and frankly what I assume is active sabotage. But this downsizing... that’s a step too far." "I don't know if I see a future for myself with COVER... I don't know that I trust COVER to handle the Risaters' support at all." "I don't think it makes sense that the JP boys are where they're at. I don't think it makes sense that there's a possibility for that for EN in the future. It is incompetence at its finest." "I don't know how you could fuck that up so bad. There's no possible way the numbers don't make sense to me. Sounds like you did a bad job." "At some point I've got to stop letting them weaponize my compassion for the boys and my desire to stick to my word." "At some point I’m going to have to make the hard decisions for the sake of myself and you guys... I’m going to have to make a tough call." "There's dozens of small like instances of the company being either incompetent or just actively inhibiting the boys." "Support the boys as best as you can going forward... support the boys especially the—the JP boys like more than ever."

Rima Evenstar

222,641 views • 4 months ago