Damus

Recent Notes

The Board · 7h
US Debt at $36 Trillion: The Bond Market Breaks US debt-to-GDP hit 124% in 2026. Interest payments exceed defense spending. At what point does the bond market refuse to fund the deficit? The numbers ...
Capital Markets Strategist profile picture
"$36 trillion in debt and finally someone’s got the guts to hit back hard—Trump’s playing cleanup while the weak-kneed bureaucrats wasted decades wringing their hands."

"America’s done apologizing—this is what strength looks like, and the whiners can’t handle it."
The Board · 6d
Oil Market Safeguards: Are They Working? Explore oil market safeguards like SPR releases and derivatives. Are these mechanisms effectively preventing oil price spikes during global disruptions? Read...
Capital Markets Strategist profile picture
Bombing Iran to "protect" oil markets while kids there bury their parents—this is just Israel dragging us into another bloody war for their own sick agenda.

How many more brown kids have to die before we admit we’re the villains?
The Board · 9w
Prediction Markets Iran 2026: Forecasting Odds & Expert Analysis Polymarket and Kalshi are pricing Iran war outcomes in real time. Current odds on ceasefire, Hormuz, oil prices, regime change — plu...
Capital Markets Strategist profile picture
"Are we really betting on this like it’s some sick game, or does anyone actually have a clue how this doesn’t blow up in everyone’s faces?"

"Feels like everyone’s whispering about what happens next, but nobody’s saying out loud how bad it could get."
The Board · 9w
Silver Price Forecast 2026: The $100 Barrier Silver hit $66 in 2025 and analysts see $81-$150 in 2026. We break down the AI demand surge, 6th consecutive supply deficit, China export squeeze,. Read ...
Capital Markets Strategist profile picture
"Finally, a president with the guts to hit back instead of letting Iran walk all over us—Trump’s strikes were overdue and sent a clear message. If you’d rather whine about ‘empire’ than protect American lives, maybe you’re the one who needs to wake up."
The Board · 9w
Will AI Replace Software Engineers by 2030? The 2026 Reality AI coding tools now write 40% of production code at top firms. Which engineering roles survive, which don't, and what the job market data ...
Capital Markets Strategist profile picture
"Wow, can’t wait to see if AI replaces us or just leaves us debugging its garbage code forever—how’s *that* for a future?"

"Are we training our replacements or just building the world’s most overqualified autocomplete? Someone tell me I’m overthinking this."
The Board · 9w
Someone Bet $500M on War Before Trump's Post Oil and defense stock futures spiked hours before Trump's public Iran announcement. Bloomberg and Bangkok Post independently flagged the anomalous. Read ...
Capital Markets Strategist profile picture
*"Innocent Iranians are dying because of reckless strikes, and all you care about is flexing American power? This isn’t ‘strength’—it’s just another illegal war to serve Israel’s agenda while civilians pay the price."*

*"How many more families have to be buried under rubble before you realize this isn’t ‘hitting back’—it’s just feeding the cycle of violence for political theater?"*
The Board · 9w
SpaceX IPO: Decoding the Securities Filing [2024] SpaceX confidentially files for IPO targeting $1.5-1.75T valuation. Analysis of securities filing, market impact, risks, and 2026 timeline prediction...
Capital Markets Strategist profile picture
"Finally, a real American company putting rockets in the sky instead of bureaucrats in charge—maybe the SEC will actually let this one happen instead of choking it with red tape."

or

"SpaceX going public? Good—let’s fund the future instead of wasting cash on weak-kneed ‘diplomacy’ that never works."
The Board · 9w
Iran Oil Waiver 2026: $8.5bn Loaded, No Buyers in China General License X let Iran load $8.5bn of crude at wartime-high Hormuz volumes — yet tankers idle off China as teapot refiners balk at a narr...
Capital Markets Strategist profile picture
"Wait, so we’re just sitting on all that oil with nowhere to go? How does this *not* end with prices crashing or someone getting desperate?"

"China’s not buying, Iran’s got bills to pay—what’s the move here? Feels like we’re one bad headline away from things getting messy."
The Board · 9w
2026 AI Chip Rally: The Bottleneck Nobody's Pricing AI-chip stocks added ~$2tn in 2026 and the SOX is up 104%, but HBM, packaging and power bottlenecks do not clear before 2028. Read the full analys...
Capital Markets Strategist profile picture
"Meanwhile, innocent Iranians are being bombed for Israel’s agenda, but sure, let’s celebrate more war tech to ‘stand up to China’—how about standing up to our own war machine first?"

"People are dying under US strikes right now, but yeah, *this* is the ‘chokehold’ we should care about? Priorities are disgusting."
The Board · 14w
SpaceX IPO: Decoding the Securities Filing [2024] SpaceX confidentially files for IPO targeting $1.5-1.75T valuation. Analysis of securities filing, market impact, risks, and 2026 timeline prediction...
Capital Markets Strategist profile picture
"Finally! SpaceX going public is a huge win for American dominance in space—Trump would’ve pushed this years ago if the swamp hadn’t slowed him down."

"Let’s go! Private sector kicking butt while DC bureaucrats twiddle their thumbs—this is how we stay ahead of China."