Award-winning journalist now on Substack: https://michellecelarier.substack Also published in @iimag, @NYmag, @nytimes, @theinformation, @FortuneMagazine etc.
New York
- Tweets 41,802
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- Followers 8,872
- Likes 33,738
Pete Buttigieg raised record $26M in q2. Yesterday, source tells ms, Pete called potential billionaire donors and reassured them, unlike other Dems, he doesn't believe "it's an us vs. them" issue. $$$ flowed in.
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Wow, Houston Chronicle endorses #BetoForTexas a it criticizes Cruz. "Lucifer in the flesh" it calls Cruz, quote a Congressman. More on @Lawrence coming up in 60 seconds!
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Ignore the journalists and natl security analysts. I have found that people who understand Putin well--@Billbrowder , @Kasparov63 and M. Khodorkovsky --argue against appeasement. (Also @McFaul ) Read them.
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I weigh in on Trump woes: His D.C. Hotel Shows His Brand Is Sinking Along With His Poll Numbers nymag.com/daily/intelligence… via @intelligencer
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Read closely. $600M in loans missing from this analysis. Either DB ate the loss, or someone else paid it off, not Trump. Who? Russkies?
BREAKING: Banking regulators are reviewing hundreds of millions of dollars in loans made to Trump. nyti.ms/2vE08cQ
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Full disclosure: @BillAckman is an investor in Twitter and is losing money on his bet on Musk (he left that part out)
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My latest>>>Why a California Bartender Won’t Stop Trolling Citadel’s Ken Griffin institutionalinvestor.com/ar… via @iimag
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When I retire from journalism, I aim going to write a tell all book about all the bullying I received during the course of my beautiful career. In the meantime, which hedge fund, consultancy, Wall Street firm or CEO (former ok) is the biggest bully? Reply here or DM me.
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Because under the UN charter, all Security Council resolutions are binding. So did the US say "we're going to ignore the law"? Is that what you mean?
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Mitch McConnell’s Ties to Russian Oil Money by @TheDemCoalition link.medium.com/Y8TxOi6eRT
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Jeff Epstein. Not just "locker room talk" or "boys will be boys." That guy has a terrible sickness. I don't think he really ran a hedge fund while allegedly spending all day molesting little girls. We need to know WHY Acosta let him off easy. What kind of $$ is involved here?
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Beto O’Rourke says he's ‘throwing all political or polling caution to the wind’ nbcnews.com/video/beto-o-rou… via @nbcnews
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Bill Ackman Sent a Text to the CEO of Mastercard. What Happened Next Is a Parable for ESG. institutionalinvestor.com/ar… via @iimag
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This is the most intimate profile I've ever written. I hope I've captured @muddywatersre The Rage of Carson Block institutionalinvestor.com/ar… via @iimag
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Really? Cool
#BREAKING: Mitch McConnell now under investigation @TheDemCoalition for campaign finance fraud—and his Russian & Chinese business ties.
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Remember when @billackman started the blacklist of students at Harvard who criticized Israel? I just learned that he also wants to DEPORT them, as it's one of Trump's positions that he touted in a @SquawkCNBC interview.
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could be the end of AMI. If Peter Thiel can put Gawker out of business, imagine what Bezos can do to AMI
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"If fascism ever comes to America, it will be in the name of freedom"--@RepRaskin, quoting Thomas Mann on @mehdirhasan
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Point...
The USA can't have someone this stupid, sloppy & forgetful as our Attorney General.
#FireSessions #TrumpRussia #Resist #SessionsHearing
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Ohio and Michigan workers may have voted for Trump, but $GM says it will lay off 2000 workers. Doubt those jobs come back
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Looks like @BillAckman — whose hedge fund was in the red this year as of Tuesday—has become a top donor to fellow loser Donald Trump. @CGasparino reports Bill sat next to Trump on the dais at a Hamptons fundraiser last week after giving him $500k Meanwhile Bill’s fund is down 4.4 percent this year, according to its weekly report to investors Wednesday.
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Bill has forgotten, I guess, that I wrote an article for @NYmag that has the corrected the record, with several on the record sources. I have disagreed with a lot of @billackman's views & actions lately, but he's right here. My story: nymag.com/intelligencer/2017…
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Distorting the Short Sellers..My latest for the @nytimes nytimes.com/2022/02/12/busin…
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My profile of the amazing @wolfejosh >>The Renaissance Man of Venture Capital institutionalinvestor.com/ar… via @iimag
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I was reporting on finance in Russia 1992-93. Deutsche Bank was already biggest Western bank there. Natural geographic ties.
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It's Whitney's vile rhetoric against Zohran Mamdami that has led to death threats against Mamdami. Shame on you Whitney and you.
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More Russia news
Trump Towers Condo in FL-sold to Russian oil exec-who runs biggest oil transporter in Russia & IS AN EXEC AT OIL CO IN DOSSIER #trumprussia
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My profile of Chanos......How Jim Chanos Uses Cynicism, Chutzpah — and a Secret Twitter Account — to Take on Markets (and Elon Musk) $TSLA institutionalinvestor.com/ar… via @iimag
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What is your opinion of the pro-Israeli mob that attacked the students the night before? Do you know how many people were hurt? Was anyone arrested? Everyone seems to be ignoring them. While hate speech is awful, as far as I can tell the pro-Palestinian students aren't violent.
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“It is like taking the red pill in the Matrix. There is no going back.”
My profile of @profplum99 ⬇️⬇️
Why Michael Green Is Known as the Cassandra of Passive Investing institutionalinvestor.com/ar…
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She is so impressive
Wow. If you haven’t watched @AOC’s plea to Americans infected by white supremacy, now is the time.
“We will always be here and hold space for you to come back.”
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This is pretty good. The abortion hysteria is so overdone on the right and this explains where it came from.
To understand white Christian evangelical opposition to abortion, you have to talk about race. You have to understand how Christian evangelicals went from backing segregated schools to opposing abortion rights.
My deep-dive into an oft-forgotten history:
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You must not be aware that New York taxpayers subsidize many, many other states, like Kentucky, Louisiana, Mississippi, where incomes are so low that the tax income is not sufficient to pay for federal services receives....New York gives, those states are takers.
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My latest>>>The Dark Money Secretly Bankrolling Activist Short-Sellers — and the Insiders Trying to Expose It institutionalinvestor.com/ar… via @iimag
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Notorious, Out of the Past, Battle of Algiers, Maltese Falcon, Double Indemnity, The Third Man, Dr. Strangelove would top my list. (Out of the Past is an often overlooked noir gem.)
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I went to high school with Tillerson. I did not know him but friends say he stood up against bullies. Let's hope so
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My latest. Remember, it was hard to short subprime. Thanks @profplum99 @wolfejosh and of course @michaeljburry, among others.
Bitcoin doubters remain — and their ranks just happen to include many of the same prominent investors who saw the financial crisis of 2008 coming, writes @mcelarier nym.ag/2XkZapn
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Khodorkovsky says Russian dissidents outside the country need to be embraced by the West, because ultimately they are important in overcoming Putin's propaganda in Russia. His antiwar committee is working on that, as well as with sympathetic Russians inside the country.
TODAY, 1:00 PM | As evidence of Russia's atrocities in Ukraine mounts, what comes next for Russia itself and what does accountability look like? @mich261213 joins @JohnEdHerbst for an #ACFrontPage conversation on the future of Russia. atlanticcouncil.org/event/a-…
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I have family in Texas so I hesitate to put it on the list too. But the anti abortion, anti trans, etc stance of the state government--and the inability of the citizens to vote for something better--are pathetic
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Tweet of the week
.@EricTrump says that his father's critics are "not even people." True. A bunch of us are cats. And we don't steal from charities.
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So many! But one nobody else has mentioned is Ozark. I watched a couple of seasons, but it was just too brutal for me.
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Carl Bernstein's list; I see Mitch McConnell & Lindsay Graham are not on it.
The 21 GOP Senators who have privately expressed their disdain for Trump are: Portman, Alexander, Sasse, Blunt, Collins, Murkowski, Cornyn, Thune, Romney, Braun, Young, Tim Scott, Rick Scott, Rubio, Grassley, Burr, Toomey, McSally, Moran, Roberts, Shelby. (2/3)
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I profiled Marc Cohodes @alderlaneegs
theinformation.com/articles/…
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Here's what I know: Trump went to the private banking side of DB after he sued the bank in 08, trying to wiggle out of the loans Kennedy's team had made for Chicago deal. DB lending unit balked (as @sRuhle says), but somehow the PB thought it was ok?? Something fishy there.
I worked at deutsche bank for 8yrs
I worked with Justin Kennedy
I read the stories - reached out to some former colleagues for their reaction
Here’s some broader context/perspective- Neither of which fit in 240 characters
(Part 2/2)
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My special for Pride Month: "Some people think outside the box. Chris doesn’t even know where the box is.” with comments from @muddywatersre
institutionalinvestor.com/ar…
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I wrote this profile of Ackman at perhaps the lowest point in his career. Worth remembering how he promised to come back--and he did. He never gave up. What’s Eating Bill Ackman? institutionalinvestor.com/ar… via @iimag
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The Two Tiger Cubs at the Center of Friday’s $35 Billion Meltdown institutionalinvestor.com/ar… via @iimag
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How Millennial Investors Lost Millions on Bill Ackman’s SPAC $PSTH institutionalinvestor.com/ar… via @iimag
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Here's the Harvard clip. XOXO to @ewarren
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Meow!!
Awww, @IvankaTrump thought we were all going to sit back silently and let her and her father try to destroy the world. We're so mean.
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Turns out Andrew Sullivan was the only one who got it: America and the Abyss nymag.com/daily/intelligence… via @intelligencer
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Reddit Is Convinced It Knows Bill Ackman’s SPAC Target. Ackman Is Paying Attention. $PSTH institutionalinvestor.com/ar… via @iimag
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Lol
Kellyanne Conway says journalists should be “forced” to report favorably on Trump
Welcome to Trumpistan
shareblue.com/kellyanne-conw…
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When Bloomberg reported that the NYSE was saying that @BillAckman's IPO was "postponed," Adkman was quick to issue a press release that he posted was "correcting false and misleading press reports" and saying the IPO would go ahead but gave no time limit. He also said he had learned not to trust the media, which his followers on Twitter lapped up. Now the IPO has been pulled. It wasn't the media's fault. We deserve an apology.
I would not write this publicly about most hedge fund managers that I cover, but I known Bill well and took this personally.
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ICYMI. No one is talking about Teng Yue but me: “I’ve never seen anything written from them about any individual stock. They will only speak off the record orally,” said the investor. One stock Li has talked about (but not disclosed to SEC) involved in Friday’s rout is $GSX.
The Two Tiger Cubs at the Center of Friday’s $35 Billion Meltdown
by @mcelarier
institutionalinvestor.com/ar…
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Not surprising since that is the dominant industry in Texas, and he was running for TX senator. These are donations from individuals who work in that industry.
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so it would be great if she resigned her seat to run for VP with Trump. That would be the end of her.
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Glad to read that Paul Ryan is in "lock step" with Trump. That should help him win re-election, no?
Texas GOP worries Republican women hate Trump too much to help win in 2018 shareblue.com/texas-gop-worr… via @shareblue
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Carson Block Launches a Video Channel About — You Guessed It — Short Selling @muddywatersre institutionalinvestor.com/ar… via @iimag
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I wrote about .....The Last Days of Whitney Tilson's Kase Capital institutionalinvestor.com/ar… via @iimag
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My story on how Eddie Lampert made a fortune presiding over the demise of Sears. (Hedge fund math 101. ) $SHLD
Eddie Lampert Shattered Sears, Sullied His Reputation, and Lost Billions of Dollars.
Or Did He? spr.ly/6015EGEHD
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I personally know two Americans who converted to Judaism so neither of them have any genetic connection to the land of Israel-Palestine. Yet they can move there if they wish (and one of them did) while people whose family goes back hundreds and hundreds of years cannot step foot in the state of Israel.
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Shocker: Late Friday the NYSE announced that Ackman has postponed his IPO indefinitely.
One problem for @billackman is that investors are asking if he's losing it after he questioned whether Biden had actually signed his letter of resignation. “Has anyone seen Ackman's mind? I think he's lost it,” posted @IvanTheK
Ackman’s Fund IPO Is Falling Far Short of Expectations institutionalinvestor.com/ar…
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Muddy Waters’ Carson Block Says Wall Street Is ‘Thoroughly Compromised by China Money’ institutionalinvestor.com/ar… via @iimag
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Short Seller Nate Koppikar Has Taken on Blackstone, Facebook, and the Tiger Cubs. He’s Had an Amazing Year. institutionalinvestor.com/ar… via @iimag
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Docs unsealed yesterday add to this: Obama official hid Fannie and Freddie’s profit mojo: suit nypost.com/2015/09/10/obama-… $FNMA #Fanniegate
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More details on "The Big Lie" How Freddie and Fannie Are Held Captive nyti.ms/255sqcn $FNMA #Fanniegate
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I've always thought it was an act. Megalomaniac yes, but I believe he knows he lost the election. If it's a grift, he's aware of what he's doing.
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Read my story>>>Washington, D.C., Has an Insider-Trading Problem (Hint: Members of Congress get a break no one else has--the “speech and debate” clause of the Constitution.) nymag.com/intelligencer/2022… via @intelligencer
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When $FNMA goes above $5, institutions will be able to buy
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Free of IPO Constraints, SPACs Can Make ‘Absurd’ Financial Projections — And This Hedge Fund Manager Says The Fallout Is Coming institutionalinvestor.com/ar… via @iimag
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