Reddit Posts
FGMC / BOXABL: Key SPAC Deal Mechanics Ahead of the June 9 Vote
AMA#120 with CEO and Founder of Boxabl ($FGMC / $FGMCR) Galiano Tiramani
Due Diligence #104 - Pelican Acquisition Corp (PELI) Greenland Energy SPAC Play and Strategic Resource Opportunity. Trump Involvement
BOXABL merge with FGMC / Discussion
The Nigerian economy is fraudulent and still won't short the Naira
$AIBT potential runner from current .0025 w/10m float
Blue Horseshoe Loves FG Merger II Corp
Blue Horseshoe Loves FG Merger II Corp
BOXABL and FG Merger II Corp. Sign Merger Agreement to Pursue a BOXABL Public Listing on NASDAQ
BOXABL Announces Intent to Merge with a SPAC, Targeting Nasdaq Listing
Here’s your DD on why bond rates shot up
Where the tariff idea supposedly came from (Stephan Miren paper)
It's not about trade, it's about the debt
Forget Money Markets go with UDN - Inverse Dollar ETF
A Trump advisor predicted what will happen this 2025 in the stock market
PayPal’s January 25th event. Sell the News?
Mainz Biotech $MYNZ ($1.30) -- Expected news on Colorectal Cancer Detection Study before End of Year
How do you translate these formulas for AR-NT and HAR-NT into Excel?
Promising Penny Stocks $CMRA, $FCF, $NOTE
The Hawkish Pause… 6-14-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
Post CPI and Pre-FOMC Day… 6-13-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
Its time for a bold prediction… 6-7-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis (bonus tesla daily)
The VIX just closed at pre-covid levels… 6-6-23 SPY/ ES Futures, QQQ and VIX Daily Market Analysis
The Road to $430 SPY… 5-19-23 SPY/ ES Futures, QQQ, VIX, DXY and 10Yr Yield Weekly Analysis
Psyops and Apples Earnings…. 5-4-23 SPY/ ES Futures and VIX Daily Market Analysis
The volatility continues… 3-15-23 SPY/ ES Futures, DXY, 10YR and VIX Daily Market Analysis
The volatility continues… 3-15-23 SPY/ ES Futures, DXY, 10YR and VIX Daily Market Analysis
Mentions
"FG Merger II announced massive redemptions of $68.8 million, leaving only $14 million in its trust account ahead of the BOXABL merger vote on June 9th. This follows a series of SEC filings that already detailed significant dilution for public shareholders. The substantial redemptions, representing approximately 83% of the public shares, severely diminish the cash available to Boxabl post-merger. This indicates a strong lack of investor confidence and significantly impacts the financial viability and future prospects of the combined entity."
"FG Merger II announced massive redemptions of $68.8 million, leaving only $14 million in its trust account ahead of the BOXABL merger vote on June 9th. This follows a series of SEC filings that already detailed significant dilution for public shareholders. The substantial redemptions, representing approximately 83% of the public shares, severely diminish the cash available to Boxabl post-merger. This indicates a strong lack of investor confidence and significantly impacts the financial viability and future prospects of the combined entity."
https://www.reddit.com/r/SpaceXBets/s/FG8gZNoVOq
# SK Hynix reportedly preparing Dalian fab for 200-layer FG NAND to capture AI storage demand Seems like SK Hynix is going to steal Sandisk market as well. Really bullish.
BOXABL and FG MERGER II CORP. moving forword. Quote As of May-13-2026 1:57 p.m. ET $0.6701+$0.0711 (+11.87%) Bid x Size $0.67 x 12,200 Ask x Size $0.69 x 5,300 Volume 145,132 90 day avg. vol. 34,035 Open $0.624999 Previous close May-12-2026 $0.599 Day range Low$0.624999High$0.73 P/E ratio (TTM) Filed Pursuant to Rule 424(b)(3) Registration No. 333-290357 PROXY STATEMENT FOR SPECIAL MEETING OF STOCKHOLDERS OF FG MERGER II CORP. PROXY STATEMENT FOR SPECIAL MEETING OF STOCKHOLDERS OF BOXABL INC. PROSPECTUS FOR 246,524,760 SHARES OF COMMON STOCK AND 103,475,240 SHARES OF PREFERRED STOCK OF FG MERGER II CORP. (WHICH WILL BE RENAMED BOXABL INC.) AND PROSPECTUS FOR 10,295,800 SHARES OF COMMON STOCK AND 8,295,800 RIGHTS AND 1,000,000 WARRANTS OF FG MERGER II CORP. (WHICH WILL BE RENAMED BOXABL INC.) Dear Stockholders of FG Merger II Corp. Corporation and Stockholders of BOXABL Inc.: The board of directors of FG Merger II Corp., a Nevada corporation (“FGMC”), and the board of directors of BOXABL Inc., a Nevada corporation (“BOXABL”), have each approved, as applicable: (i) the conversion of FGMC from a Nevada corporation to a Texas corporation (the “Conversion”) in accordance with the applicable provisions of Nevada Revised Statutes (“NRS”) Chapters 75, 78 and 92A (collectively, the “Nevada Act”) and the Texas Business Organizations Code, as amended from time to time (the “TBOC”); (ii) the merger of FG Merger Sub II Inc. (“Merger Sub”) with and into BOXABL, in accordance with the applicable provisions of the Nevada Act (the “First Merger”), with BOXABL continuing as the surviving entity (the “First Merger Surviving Company”); (iii) the merger of the First Merger Surviving Company with and into FGMC in accordance with the applicable provisions of the Nevada Act and the TBOC (the “Second Merger” and, together with the First Merger, the “Business Combination”), with FGMC continuing as the surviving entity (the “Second Merger Surviving Company” or “Combined Company”), pursuant to the terms of the Agreement and Plan of Merger, dated as of August 5, 2025, by and among FGMC, Merger Sub and BOXABL, attached to the accompanying joint proxy statement/prospectus as Annex A (as amended on November 3, 2025, April 6, 2026, May 6, 2026 and as it may be further amended, supplemented or otherwise modified from time to time, the “Merger Agreement”), as more fully described elsewhere in the accompanying joint proxy statement/prospectus; and (iv) the other transactions contemplated by the Merger Agreement and documents related thereto. In connection with the Business Combination, FGMC will be renamed “BOXABL Inc.” The “Combined Company” shall refer to FGMC, as so renamed, immediately after the closing of the Business Combination (the “Closing”). At the effective time of the First Merger, each share of BOXABL’s common stock, par value $0.00001 (“BOXABL Common Stock”) (other than certain excluded shares and any shares held by stockholders who properly exercise and do not lose their dissenter’s rights under applicable Nevada law) will be converted into the right to receive a number of shares of common stock of the Combined Company (“Combined Company Common Stock”), as determined by the exchange ratio set forth in the Merger Agreement (the “Common Exchange Ratio”). The Common Exchange Ratio equals the Aggregate Common Stock Consideration (as defined below) divided by the sum of (x) the number of shares of BOXABL Common Stock outstanding immediately prior to the effective time of the First Merger (“First Merger Effective Time”) and (y) the number of shares of BOXABL Common Stock underlying all outstanding securities of BOXABL that are convertible into, exercisable for or exchangeable for shares of BOXABL Common Stock outstanding immediately prior to the First Merger Effective Time. “Aggregate Common Stock Consideration” means the number of shares of Combined Company Common Stock equal to the portion of $3,500,000,000 allocated to BOXABL Common Stock and the BOXABL convertible securities divided by $10.00. The Aggregate Common Stock Consideration is expected to be 246,524,760 shares (inclusive of shares issuable in respect of BOXABL convertible securities). No fractional shares will be issued; any fractional share
Longest bol streak in history FG
Another thing people do not understand is that US is already engaging in YCC through the US Treasury as well. Before, when debt became high, "vigilantes" would push yields up and it would lead to a correction. In the dotcom bubble, Clinton was pressured by the bond market to begin running huge surpluses. That prevented the bubble from getting worse and ultimately created policy space for a softer landing. Now we are not doing that: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf https://www.bloomberg.com/news/articles/2025-02-20/bessent-says-terming-out-us-debt-a-long-way-off https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up
Activist Treasury Issuance has not changed. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
He has nothing to gain from a lot of things he's doing. That's because he is a vapid puppet. If you want to know what Trump is going to do, you need to understand what the people in his orbit want. For this issue, read the paper published by his Chief Economic Advisor, who now sits on the Federal Reserve Board, just before the election. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Good they're a disgusting company - they provided the means for the CCP to track down and oppress the FG folks. Fuck Cisco
Yes, simply having the flower doesn't but in this case it's quite likely indicative of a longer tail supply chain meaning a lot of that flower is moving between facilities/operations. If they just had it all at one location that would actually be amazing given the shortages and higher pricing we've seen but I believe that's quite unlikely. It's listed under inventory, but most of it ($53m) is actually listed as Work in Progress inventory. Their actual FG flower inventory is quite reasonable at $4m.
LMAO. Almost finished the first quarter, and only a FG to show for it. This is the biggest let down since Amazon's earnings last week.
CRYPTO-HOARDING FIRMS RISK MARKET CONTAGION Crypto-hoarding treasury companies (DATs), which fueled last year’s crypto rally, now threaten broader markets as selling pressure mounts. With Bitcoin down nearly 50% from its October peak, DATs without revenue may be forced to sell crypto to fund operations, creating “narrative contagion” that could spook investors. Recent sales by firms like Ethzilla and FG Nexus show the risk is real. Falling DAT stock prices and ETF outflows could push Bitcoin toward $50K–$55K. Vulnerable companies include Enlivex, Twenty One Capital, and Evernorth, while better-capitalized firms like The Smarter Web Company remain solvent, having avoided risky debt structures. Hughes calls it the “Hotel California trade”: easy to check in with crypto holdings, but hard to exit without crashing the market.
[https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
It’s very much on purpose. Plan accordingly. There’s been a semblance of coherence to Trump 2.0 amongst the chaos, mostly among the project 2025 crowd and Trump’s inner circle. Devaluing the USD to revitalize US manufacturing has been [publicly stated as a policy goal originally by Stephen Miran](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf), who chaired Trump’s Council of Economic Advisors until appointed to a Fed governor role. This is one of the key tenets of what they’re calling the “[Mar-a-lago Accord](https://economics.td.com/us-mar-a-lago-accord).”
[They announced their plan to devalue the dollar back in November 2024.](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) And throughout 2025. Anyone who was paying attention would’ve seen the signal to rotate into gold
[They announced their plan to devalue the dollar back in November 2024.](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf). Anyone who was paying attention would’ve seen the signal to rotate into gold
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf They're not hiding it. Here's Stephen Miran the governor appointed by Trump saying we need to weaken dollar a lot more. >From a trade perspective, the dollar is persistently overvalued, in large part because dollar assets function as the world’s reserve currency. This overvaluation has weighed heavily on the American manufacturing sector while benefiting financialized sectors of the economy in manners that benefit wealthy Americans. >One way of doing this is to impose a user fee on foreign official holders of Treasury securities, for instance withholding a portion of interest payments on those holdings. Reserve holders impose a burden on the American export sector, and withholding a portion of interest payments can help recoup some of that cost.
Stephen Miran, Trumps Chairman of the Council of economic advisors, while working for Hudson Bay capital [wrote a lovely memo outlining](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) his ideas this included the “other countries pay tariffs nonsense. As part of this and the Msr A Largo accords he promotes weakening the US dollar. And that is where we are today
Regards! Appreciate that exchange rates fluctuate substantially, but there's now a concerted effort to weaken the USD by the Trump admin. See this by Stephen Miran from Nov 2024. It's clearly the strategy they've been following (albeit more rapidly re: tariffs). https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf As an investor, it's wise to position yourself accordingly. US stocks likely still a strong bet, but would advocate hedging to local currency where possible for the time being.
Stephan Moran (Moron) published this paper a while ago but the whole admin is aligned with this thinking. [A User’s Guide to Restructuring the Global Trading System](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) Personally, I don’t like it.
**FG MERGER II CORP RTS EXP 02/11/2030** **BOXABL under accumulation and waiting for the merger Q1**
If you're interested in more info. * Fed has a massive $6.5T+ balance sheet with purchases heavily tilted towards long duration, which suppresses yields. They have just recently focused on T Bills and notes but they can switch to bonds on rolling maturities whenever they want. * US Treasury significantly restricts issuance of long bonds and performs buybacks. They have practically infinite room to stuff issuance to short end of the curve and even buyback long debt fully and make it all T Bills. With these two levers US controls the yield curve. Only very short term swings and gyrations are determined by market. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf u/caliwillbemine
[Instead of Treasuries, the fund will buy cash in dollars and shorter-dated debt issued by U.S. government-sponsored enterprises, such as the likes of Ginnie Mae, Fannie Mae, and Freddie Mac, among other options](https://www.barrons.com/articles/danish-pension-fund-exiting-treasuries-f2669587?gaa_at=eafs&gaa_n=AWEtsqfG3UN7SnCIP2nVqSeUcvTn90jLUSw18FG6jZEdgBVT9hIsxmrr5AoKBg-uqtY%3D&gaa_ts=6970e4eb&gaa_sig=TnsoGpssfhuuxaJF2G7ruXLWIkTSsOP6h9yjoME57AZxry8ZhezNBI4h0QTsd9ynKr0-ACX51ucSJqvLNWyKeg%3D%3D)
Played it safe in OT then throws a risky ass pass within FG range 😑
He literally ran away backwards. Then turns around and throws a ridiculous pass like that. Then in FG range... blows it.
Steelers are so gay for not even attempting FG. Picked up over 36.5 at the final minute lol.
You would think so. But Yellen knows better because she started Activist Treasury Issuance. Bessent loudly criticized her for it but he has happily carried the torch. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf Moreover, Fed is only recently buying T bills and some notes but they overwhelmingly favored notes and bonds in the past vs. outstanding duration. At any point they wish they can switch again. Bond market knows this.
Tanking the dollar is intentional. Read [this](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf), then look up who the author is.
FG FTW //Queue SpongeBob imagination meme.
You should make him feel worse. Taking $200k FG the table would have made his life better than 95% of Americans OP degenerate fuckhead gambler that he is thought he was a genius and continued pushing his luck. He didn’t go completely tits up and now is crying while he yanks his 2” pud behind the Wendy’s dumpster crying about some Porsche Fuck him
As of November 28, 2025, FG Nexus (FGNX) had a short interest of 167,642 shares sold short, representing 0.44% of the public float. This marks a -12.46% decrease in short interest since the prior report. The short interest ratio (days to cover) is 0.2, meaning it would take 0.2 days of the average trading volume of 985,745 shares to cover all short positions. END AI SUMMAR
If AMZN keeps drilling I gonna order five hundred 132lbs anvils with free shipping [https://www.amazon.com/gp/product/B0819K93FG](https://www.amazon.com/gp/product/B0819K93FG)
Respectfully you don't understand how debt markets work. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf Both Fed and Treasury control long yields.
Another thing Ellison is invoked with is funding the Tony Blair Institute, pushing all kids of shady shit. Tony Blair, recently appointed as the potential Viceroy ofGaza under the Trump-Israel peace plan, is a man who might have a higher body count in the Middle East than Benjamin Netanyahu. Here’s [Tony Blair cooking up government surveillance plans with Ellison in front of Arab leaders.](https://youtu.be/FG2AtiInwKM). Yes all this reads like AI conspiracy slop, but it’s all real.
9ers game super inorganically grinding to a halt at 34 pts when the O/U had been 36.5 for days is diabolical. Shadeur Sanders literally running away from the end zone while they’re in FG position lmao. Can’t wait for these fuckin idiots to start getting arrested like the NBA
https://www.google.com/imgres?imgurl=https%3A%2F%2Fpbs.twimg.com%2Fmedia%2FG5oYkfVWYAAP4y1.jpg&tbnid=A36cLI1TPdEu0M&vet=1&imgrefurl=https%3A%2F%2Fx.com%2FTheBelaaz%2Fstatus%2F1988929210422079977%2Fphoto%2F1&docid=wbZAn6FEAR8gcM&w=913&h=1200&source=sh%2Fx%2Fim%2Fm4%2F0&kgs=ca44fa3a662b7968#sv=CAMSigUa6gQKnAIKuQEStgEKd0FMa3RfdkUwLTM0b0hmQkV6Wi1ORzVBYUhidWt5MlpFMG01RE5xQUJFcDFCcUY3dXM4SzNKUVRHLWZoQkhGamEzaDM2TTdzQTNONUIzLTdpdEZyaG5LV1JYT3loLTlMOVc1dDdicWxqLUtKdllVam5TRUZMRXIwEhdjaUFXYWE3ck1hQ0w3TllQNm9MWDhBRRoiQUZNQUdHcjRUQ185NTEtcTRlS0ZQY0NCRzltaHZGczREdxIDODQ5GgEzIiUKAXESIG1pY2hhZWwgYnVycnkgcmVzaWduYXRpb24gbGV0dGVyIgcKA3RicxIAIiYKBGVxbGQSHkNnSUlBQkFBT2dRSUFCQUFWWUg4S1Q1dEZqM1FQZxK2AgrPARLMAQqMAUFMa3Rfdkh0al9VZnJmU1Z2bzRVSXhfMFFibFZ1cDM2TUItbUZWZkJ4VDFoVDkxU2VvdzZQMnFLajVVc0U4TTJTclJuVkNxZmJjTDZvWElRT3R6SkhYanNNU2VSYUNMX2ozRWsyMkM0bkNMQlhicEF0Z3hpcTNBUm5FS2dnMkxmbE96M3M3Z19FaGQ5EhdjaUFXYWE3ck1hQ0w3TllQNm9MWDhBRRoiQUZNQUdHcTIwbFplbXVjVHlBQmd1akROcHhManR1Y0pOdxIENDY5OBoBMyIYCgZpbWdkaWkSDkEzNmNMSTFUUGRFdTBNIhcKBWRvY2lkEg53YlpBbjZGRUFSOGdjTSImCgRlcWxkEh5DZ0lJQUJBQU9nUUlBQkFBVllIOEtUNXRGajNRUGcqEGUtQTM2Y0xJMVRQZEV1ME0gBCoXCgFzEhBlLUEzNmNMSTFUUGRFdTBNGAEwARgHIMSqiYkOMAFKCggCEAIYAiACKAI
Uh your entire point had nothing to do with prenup affordability. Your esponse was predicated on the notion that prenups can't dictate division of assets post nuptials. Remember my FG post comments. You're still missing the chip shots. You got taken to pound town, by an old guy, who happened to be a family court judge. You got owned buddy. Pound town.
u/---Right--Tackle--- You're embarrassing yourself again. Remember when you bought leap ATM leap puts and believed they would have tons of extrinsic value even after going deep ITM? >Nice try, you’re clueless on how any of this works. Case in point: you think the government controls the long end of the curve. Lmao. Retard. PS I’ve been long all year. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up Educate yourself a bit about what is going on.
Meh, I don't agree with the gold standard. But the current monetary policy is already out there, look up the mar a lago accord. Or here https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf. I guess I already do get why it's happening
I'd say that you are the one that's "reading too much Reddit" that you're missing the real things happening in the real life. This guy was Trump's advisor and recently joined the board of Fed, and he explicitly say that dedollarization is desirable: [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
Oct 9th healthcare conference to demonstrate their new drug. >Brilaroxazine, also known as [RP5063](https://www.google.com/search?sca_esv=dbc89ed84d6d14f8&rlz=1C1CHBF_enUS1149US1149&q=RP5063&sa=X&ved=2ahUKEwi-0ZiXsZKQAxU1gGoFHf0FG3EQxccNegQIDBAB&mstk=AUtExfCu_0T8BACvpZQ-ayCMt18Xt6FbvzM5Fv4aF14m5JaFlLOkXjtFFR4GCnk0LmOUqZrwlnGthaI2pf0EkAVZG4ptFBZPMvHs63yK89nuR7fu9UZcPhIcJICagb6Qzslc6QcBWd7rBKTL0MEqW1wZ56Wv7zIC4awkqtby0n7Hyiqe7CpUbJdrDOJbD5ycUkZ-wCNGox3sexQUBn0Hl5mWWBXAkZdbUQudpyF6_iQEvaDj1Q&csui=3), is an investigational serotonin-dopamine modulator being developed by Reviva Pharmaceuticals for the treatment of schizophrenia, bipolar disorder, major depressive disorder, Parkinson's psychosis, and other central nervous system and inflammatory conditions, such as pulmonary arterial hypertension (PAH) and idiopathic pulmonary fibrosis (IPF). It is a third-generation antipsychotic that works by stabilizing the serotonin and dopamine systems in the brain and has shown promise in improving schizophrenia symptoms and demonstrating a favorable safety profile in preliminary studies. They received the patent on it. Just awaiting regulatory approvals, but there's a lot of upside to it. If the safety profile is as good as they say, it could easily become the first line treatment. Similar stocks in the past have went into the $$$ range.
Is this said paper? https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
>“Markets don’t control yields”. Lmao good day sir >You don’t know how it works and that’s ok. u/Aggressive_Bit_91 Look... I say this genuinely not trolling. You have severe Dunning-Kruger and that is not actually okay. Being wrong is okay. Being super confidently wrong when you don't know anything, while also spreading misinformation is not okay. Bessent and Yellen checkmated bond markets long, long ago. They have been committed to front-loading the yield curve: https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up https://www.bloomberg.com/news/articles/2025-02-20/bessent-says-terming-out-us-debt-a-long-way-off More in depth explanation by economists Stephen Miran and Nouriel Roubini: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
Bessent and Yellen checkmated bond markets long, long ago. They have been committed to front-loading the yield curve: https://www.bloomberg.com/news/articles/2025-06-30/bessent-says-current-yields-mean-no-sense-in-long-debt-ramp-up https://www.bloomberg.com/news/articles/2025-02-20/bessent-says-terming-out-us-debt-a-long-way-off More in depth explanation by economists Stephen Miran and Nouriel Roubini: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/635102_Activist_Treasury_Issuance_-_Hudson_Bay_Capital_Research.pdf
Yes. Absolutely yes. Stephen Miran, one of the people behind the tariffs, who served as the chair of the Trump's Council of Economic Advisers, and who very recently became a member of the Fed's Board of Governors, wrote this before Trump's inauguration: [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) Among other things, he proposes charging remittances to foreign investors (although he primarily talks about bond interests, not stock yields), which can be introduced by President through IEEPA without needing to go through Congress. His reasons for doing so apply to both bonds and stocks (stopping dollar appreciation and thus improving US export competitiveness). Read it and judge for yourself. Remember, he is not just some obscure nobody.
**FG MERGER II CORP RTS EXP 02/11/2030** in merger with BOXALL up on volume today - new highs
Eagles blocked game winning FG
That damned missed FG on last night's game kicked me out of my survivor league :(
He wrote a paper on tariffs. It was badly written nonsense. You can find it [here](https://hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf).
Good!! You can't have a good squeeze without shorts! They're a critical component to the equation. Kenny at citron just shorted OPEN too. Perfect!! Let's FG!
This is the paper for those who are interested. Came out later in 2024 and it is basically describing the tariff playbook that is happening now. The formula in page 13 particularly for interesting. It assumes that tariff related price increases are negated by the exchange rate favoring the dollar (eg chinese yuan depreciation in value for example), which makes tariffs benign as a proinflationary factor. The value “e” in the equation. Guess what, dollar has depreciated ytd. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf they base their tariffs are absorbed by the exporter whopper based on their assumption that foreign currency depreciates. He also argues that tariff is a one time increase unlike inflation which is chronic increase over time. Then he proceeds to say, hey, we can also apply 20 percent tariff 2 percent at a time until the exporter caves in. there is so much wishful thinking in the paper. it will be a disaster… the world is much more complex than these guys think. we are doomed.
If he becomes the new Fed chair, America is triple-fucked. His tariff paper is **insane**. [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
Close, but not quite. The real person behind this tariff debacle is Stephen Miran. His [paper](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) is where Trump gets every talking point.
I have been trying to give the explanation more visibility. It's not a secret https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf The idea was if you set a 10% tariff on country X, it should come with a devaluation of 10% of the currency in country X that way it essentially washes out The dollar has lost 12% w.r.t. the euro YTD which should also be taken into account when discussing stock market performances traded in dollars
Since this awesome subreddit hasn't been archived yet, would the OP be interested in adding/tracking BOXABL (BOXABL.com) based on the news that BOXABL and FG Merger Corp. just announced their SPAC IPO merger agreement today/Aug 6, 2025(?)
Refer to the YTD chart: https://finance.yahoo.com/quote/DX-Y.NYB/ Also refer directly to the horse’s mouth: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Stephen Miran, chairman of economic advisors to Trump.
Yeah it's detailed for instance here https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf Essential to that plan is currency manipulation. How's that working for you? How well are your stocks doing once adjusted for the dollar dropping YTD? And that's not even to mention, how well are your stocks doing once we remove NVIDIA and adjust for the dollar falling
I posted a comment further up the chain, reposting here. Read [this essay](https://hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) by Stephen Miran, current Chief of Economic Advisors. It's beyond stupid and right into terrifying.
[Read this essay by Stephen Miran, Chairman of the council of economic advisors.](https://hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) There are no trustworthy people in this administration. Their course is set, and it's a very disturbing one. I have lost count of how many times I've shared this.
The purpose is stupid as fuck. If you are interested, here is a short essay by Stephen Miran, the current Chairman of Economic Advisors. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
There you go assuming we support Republicans. Stupid is as stupid does. -FG
Waiting for the FG index to hit high 80s or 90s
But it was. If you're trying to understand these policies from the horse's mouth it won't make sense. Read e.g. Stephen Miran, chair of the council of economic advisors https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf We clearly see that bringing back manufacturing is in there, as well as devaluing the dollar By the way "manufacturing" doesn't mean humans do the manufacturing. Also, note that I'm not defending these policies, I merely insist that they should be criticized from an informed standpoint
Any time now ALK what’s my FG % gonna be for these reports
This is an essay by Stephen Miran, discussing what I'll loosely call their "strategy". [Link to essay, pdf](https://.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
nteresting – thanks for sharing NCNA. I’ve been looking at a similar play on the European side: **FluoGuide (FLUO.ST)**. They're working on a surgical imaging agent (FG001) that makes cancer cells glow in real-time during surgery – allows precise removal of tumors. They’re in Phase II right now with glioblastoma and head/neck cancers, showing 100% efficacy so far. They just signed a commercial partnership with an imaging company too. Still super under-the-radar – market cap around €35M. Anyone else tracking it?
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Nutlick also says in all statements that "they" will have to pay.\ This is a short 40 pages essay written by Stephen Miran, economist on Trumps team. It sheds some light on what I loosely call "plan". [Link to Essay. Pdf](https://.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
# DO NOT IGNORE THIS COMMENT Hello FG-Oracle, your submission has been removed because your account has low karma **on this subreddit**. We have this filter in place to help protect against bots, trolls, and spammers. We might approve your post if you were not spamming/trolling/etc in some time if your post is of significant quality. Please message the mods of r/shortsqueeze using [this link](https://reddit.com/message/compose/?to=/r/Shortsqueeze&subject=Content+Approval+Because+of+Low+Karma) if you believe this is in error and you DO fit the requirements. You will not be approved for telling us you are not a bot. (Please note -- It will not be approved sooner if you message us 5 minutes after it gets removed or if you message multiple times). Also, messaging us to say that you are not a bot is not qualification for this post to be approved. Please do not message us unless you have over the approved karma limit (25). If you do not know what karma is, or how to get it, check our r/newtoreddit. If you need help getting karma on this subreddit, check out the new feed and comment on things to be helpful! *I am a bot, and this action was performed automatically. Please [contact the moderators of this subreddit](/message/compose/?to=/r/Shortsqueeze) if you have any questions or concerns.*
🚀 Potential Boxabl IPO & FGMC Merger Could Shake Up Housing—Here’s Why It’s Worth Watching 🏠 Why Boxabl Is Worth Noticing Affordable Solution: Their Casita homes cost ~$60K, or ~$165/sq ft, versus $250/sq ft for traditional builds. With home prices soaring, this hits a real need. 🏠 Strong Demand: Over 190,000 reservations and 600+ homes delivered. Their backlog shows serious interest. Efficient Model: Factory-built, foldable homes built for scale. It’s a streamlined, sustainable approach to housing. Expansion Plans: Three factories running, with a $1B expansion in the works. They’re gearing up for growth. IPO & FGMC Merger Details Sources, including posts on X, suggest Boxabl may go public via a SPAC merger with FGMC (FG Merger II Corp), which raised $80M in its IPO. If finalized, Boxabl could list on Nasdaq as $BXBL. The deal’s in the LOI stage, so due diligence and approvals are pending, but a public listing could supercharge their production and market reach. Why It’s Relevant Housing Crisis Opportunity: Sky-high home prices make Boxabl’s affordable model a potential game-changer. Investor Support: Over 50,000 investors have committed $200M+. That’s a solid vote of confidence. SPAC Potential: SPACs carry risk, but Boxabl’s tangible progress sets it apart from less substantial deals. The Risks The merger isn’t locked in, and an SEC investigation has been mentioned (no major issues reported yet, but worth tracking). SPACs can be unpredictable, so research is key. TL;DR: Boxabl’s modular homes address a real housing problem, with a potential FGMC merger and Nasdaq IPO ($BXBL) in play. Strong demand and a scalable model make it one to watch. Monitor $FGMC for updates. What do you think? Is Boxabl a solid play or overhyped? Share your thoughts below! 👇 Disclaimer: Not financial advice. Always do your own research.
If you really want to know, read this kooky paper: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
just added a 5k SPXU hedge - now that FG index is in "extreme greed". 3% of my porfolio is now in S and P hedges (SPXU Oct Call, SPXU), 22% cash, and I've been gradually trimming my hi flyers.
Stephen Miran is part of the WH administration, who worked under Steve Mnuchin (Treasury Secretary from 1st Administration) and is the Author of this Working Paper "[A User’s Guide to Restructuring the Global Trading System](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)" which is speculated as being the ideological framework for the current Trump Administrations Tariff and Trade policy (if you want to know more just look up the [Mar-a-Lago Accord](https://en.wikipedia.org/wiki/Mar-a-Lago_Accord)). Siting Miran as an independent source is beyond comical. It would be like asking Tobacco executives to comment on the health benefits of smoking. Furthermore, we are talking about drastic shocks being imposed on Global Systems, the effects of which are currently working their way through said systems. This takes time, like changing course of a massive cargo ship. There is a lot of inertia there. That being said you can already see the effects, the tide pulling out before the tsunami hits. It will be interesting to see how effective the Trump administration will be in directing the narrative and suppressing reality as things get worse.
He also wrote this brilliant ( big /s if it wasn’t obvious) paper https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
His massive paper assumed that you could tariff counties with zero retaliation, it’s a core assumption to get the result he needed. It would be laughable if they weren’t actually trying to implement it. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Steven Miran wrote a massive paper sucking up to Trump before the admin was in office, I read the whole thing and as someone with a degree in economics it’s laughably bad: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
The full story is a lot more than just bringing back manufacturing. They want to achieve 3 goals that have been considered simultaneously impossible by all economists for over half a century: bringing back manufacturing, keeping the dollar as international currency, and lowering the national debt. Some negotiations are necessary with foreign countries so they choose to manipulate their own currency to reevaluate it wrt to the dollar. Here the idea is that the US has been ensuring safe oceans for international shipping during all these decades, and that these foreign countries should chip in if they want to continue to receive this protection. This may sounds mildly like mafia strategies to some, but there some value to this argument in principle. The main problem now with this is that these foreign countries, such as China, have reasons to feel antagonized by the current administration. The chair of the council of economic advisors Stephen Miran has published this strategy in details https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
You don’t ? I bet you can’t work out why the dollar has devalued as well. Never fear, great leader knows why. [This is where they got both from](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdfhttps://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
On of Trump's top economic advisors wrote a 50 page paper about how this is the entire goal. Effectively reduce the dollar long term so we don't import so much and onshore manufacturing. It's probably stupidity but it is what they are aiming for [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf)
This essay is written by Stephen Miran. That has exactly been the play all along. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
It is going down because the “plan” is for it to go down. Everyone blames Pete Navarro for Trumps Tariffs and economic plan, the real cause is someone read [Stephen Mirrans paper “A User’s Guide to Restructuring the Global Trading System”](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) this is where Trump and Co got the idea that “other countries pay the tariffs. It includes devaluing the dollar.
Trumps economic goal was to depreciate the dollar. It’s not even a secret, his economic adviser published stuff on how they’re gonna use Tariffs to devalue the dollar and restore “balance” to their trades and make manufacturing sustainable here. This is their goal. They’ve told us this is their goal. If you didn’t move you money out already then RIP https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Man... the company founded in 2008, went public back in 2021 and still doesn't have a meaningful revenue. Look at [their presentation](https://www.artiuscapital.com/documents/FG/artius_full/origin-materials/609827_Investor_Presentation.pdf) back then and compare with what we have now. They are just a power point and video company, there is nothing left of their lofty goals. The market can't wait indefinitely. I'm just saying it's risky, meaning that you're aware of the risk. I'd like to see a huge upside and bright future ahead, but realistically speaking, investing in ORGN is a dead money basically. You better choose something else. Like MSFT or GOOGL.
They’ll laugh. This “we’ll protect you” crap is straight out of Steven Miran’s coo coo for Cocoa Puffs paper. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf?utm_source=perplexity
The whole 'other countries pay the tariffs' was premised on the tariffs strengthening the US dollar against the currency of the tariffed country. The tariffed country 'paid for it' strictly in the sense that their weakened currency increases the real cost of imported goods (since they transact in USD) This was exactly the rationale laid out by Stephen Miran, the Chair of Trump's Council of Economic Advisors, before the election. Is recommend that everyone read the report: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Don't listen to Trump (or the media), read the source. Did you read Miren's paper on tariffs which Trump administration is trying to implement? [https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199\_A\_Users\_Guide\_to\_Restructuring\_the\_Global\_Trading\_System.pdf](https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf) This is the gist, and what they're trying to repeat on a larger scale: >Indeed, the 2018-2019 tariffs, a material increase in effective rates, passed with little discernible macroeconomic consequence. The dollar rose by almost the same amount as the effective tariff rate, nullifying much of the macroeconomic impact but resulting in significant revenue. Because Chinese consumers’ purchasing power declined with their weakening currency, China effectively paid for the tariff revenue. P.S. I usually get downvoted by anti-Trump bots, so I don't expect anything different this time, but I hope OP reads this. I'm not a US citizen and I don't particularly care about US politics, I'm just pointing OP in the right direction to build understanding on what's meant by "China will pay the tariffs."
Try not to be foolish. And read this plan from Trump’s chief economic advisor. He thinks destabilization of the US dollar will be beneficial, based on a “theory”. This is real. Your ideas on Trump playing some sort of 4D chess are all made up by Lyin’ Fox News and the cult. Read it from the horses mouth instead. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
pps. i really am truly interested in the why and 0FG's for if you buy or like any stock
This is like having the ball at the 1 yard line, intentionally taking three holding penalties to give your WRs room to negotiate downfield. Then ending up doinking the FG off the upright and calling it a good change of field position in the postgame.
I can't summarize the entire plan in a comment, you can read the details here if you are curious: https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
Here you go moron, read the whole thing. https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
https://www.hudsonbaycapital.com/documents/FG/hudsonbay/research/638199_A_Users_Guide_to_Restructuring_the_Global_Trading_System.pdf
At some point we gotta wake up https://youtube.com/shorts/uMDUlFov_90?si=MBF_FG0pazL-_IRt