Kuppy @hkuppy

RT @PauloMacro: I did not know until $ORCL today what RPO actually was. I always thought RPO was short for Revenue Probably Overstated or…

@coffeesnob Apple

@WarrenPies @EconstratPB Fair. I thought they’d kill bonds this year. Didn’t realize Trump would focus on creating a recession. I saw the error and have been playing bonds from the long side this year (which feels crazy quite honestly)

@Aureliusltd28 Nah. Sold my RKT already for a big win. Been trading around it since low double-digits in winter

@lighthousejerry @pineconemacro Lets hope. All I hear is that everything is in free fall

Better question - why aren’t we all max long $AEO. Hot blond girls can sell damn near anything. Meanwhile, $AEO is the first company in years, to try the innovative idea of using a hot blond girl…. Sooooo cutting edge. No one has thought to do this since… https://t.co/6m6ihMoyZV

@_sem_yyc I’m old enough to remember $VSCO marketing diabetes to… (I’m not sure whom…)

@PauloMacro @mostly_agree These guys are literally too stupid to work for the Canadian govt, which is why they spun off $CCJ to actually improve the IQ of the govt…

@rnsaffn @MarcDeMesel @variance_swap I sold. Kept my SII. Feel like it’s a better way to play. Think SPUT works too.

@NikLentz Haha. I’m always pissed when I fly Spirit and there isn’t a brawl. Feel like BQN/FLL just isn’g a brawling corridor🤷‍♂️

@MOASSeth He probably did save $JBLU from their own stupidity. So there’s that…

RT @Convertbond: $NVDA sales growth is down 20% last 4 qtrs with $2.5T additional equity mkt cap added over that same period, hmmmmm…

RT @roojoo3: I've always had a strong overlap with @hkuppy 's investment interests, so there will be a lot to talk about! KEDM recently di…

@PauloMacro Hope $AFRM funds this

Did Putin say anything about my $SBER dividends?? Anyone know what the accrual interest rate will be..?? https://t.co/XJ0G6l2JAe

@TgMacro $NVDA probably keeps going up bc it’s a stonk, but the fundamentals will eventually catch up…

Everyone should read this. It’s the Scott McNealy moment at $SUNW👇👇 https://t.co/XnqRWsJo58

@GoldSentiment @roojoo3 Think $SNEX is well run. Not disputing that at all.

@GoldSentiment @roojoo3 Is SNEX better? Seems like lower ROIC, lower growth, more moving pieces🤷‍♂️

Bad short sellers serve a useful purpose —they let me average down. Grabbed a bunch more $MRX under $35. My buddy @roojoo3 spent time going through the allegations/rebuttal👇👇Worth a read. For me, $MRX is simply a long volatility play, and Trump is volatility personified… https://t.co/m6brdj0JHi

Typical Day as a Hedge Fund PM 6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks). 6:05 - Brew some coffee. 6:10 - Trump tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for exposure… 6:15 - Check what happened in Asia and Europe. 6:22 - Trump announces that hot dogs will join the food pyramid. Bans hot dog exports. Fortunately our book dodged that one. 6:30 - Drink some coffee, talk to wife, pray Trump will spend the morning golfing so I can do some actual work…. 6:31 - Trump announces that oil at $65 is too high. Threatens anyone who isn’t producing more oil. 6:32 - Top 5 position announces earnings, want to join the earnings call at 7am, but Trump just scheduled a press conference then, and he’s looking unpredictable. 7:02 - Trump announces that Japan can now export golf balls tariff-free, in honor of Abe letting him cheat at golf. Join the earnings call instead. 7:06 - Futures plunge 65 handles in a single tick, frantically leave the earnings call and go back to whatever Trump is still yapping about in his press conference. 7:10 - Scroll through premarket quotes. $NVDA and $PLTR are both up 5% b/c it’s a day ending in ‘Y’ but SPZ are now down 80 handles. 7:15 - Trump changed his mind and SPZ are now up 25 handles as everyone rushes to cover their short. (I re-join the earnings call) 7:30 - Some broker I’ve never heard of just downgraded a top 5 position and it’s down 15% on 300 shares traded. I’m pretty confident it will close around there too. (I crack open a beer as I skim his downgrade report, realizing that nothing productive will happen today…😩😩) 8:00 - An LP calls to remind me of some ShitCoin he recommended that’s now up 1800% since he recommended it. 8:09 - 10-yr bonds gap down 17 bps, but all I can find is a tweet from Bessent about how great Main Street is doing. 8:15 - Some sell side asshole cold-calls me to see if I want a copy of his upgrade report on the AI sector. Tells me that “it’s going to be big and you don’t want to miss it.” 8:20 - Check my email, do 10 minutes of actual work. 8:30 - Trump threatens Brazil, I realize our BZ exposure is gonna get thumped on the open. (Crack open a 2nd beer) 8:33 - Reminisce about how productive I was, since Biden wouldn’t even wake up until noon. 8:40 - Chat with my CFO for 19 mins about some new compliance form we need to file. 8:59 - Trump Tweets about how stupid Powell is. Futures are back down 30 handles. 9:04 - Join a call 4 mins late with an endowment that wants an update, but 100% will never invest. “BTW - we need you to update the DDQ as we’ve changed our format” 😡😡 9:29 - Casino is opening. Let’s see what happens. 9:32 - I’m bored. Go back to reading emails. Turns out the govt created another new form we ALSO need to fill out… 10:00 - We’re actually up 50bps. 10:03 - Now down 175bps. Trump just threatened to bomb Europe. 10:06 - Tweets he was just joking about Europe. But those guys need to get their shit together bc he might still bomb them. 10:08 - Ready for bourbon. Beer won’t cut it… 10:30 - EIA oil inventory shows yet another massive draw. Oil drops 5% anyway. 10:40 - Don Jr’s latest SPAC rallies 300% on rumors it may launch a new ShitCoin 10:45 - Friend calls to cry about how cheap all his names are. We both agree we were idiots to invest in businesses with earnings. 11:22 - Trump reminds everyone about how much Putin likes him. 11:40 - Realize I’m now too tweaked to sit in the office. Turn off the machines and go get lunch with a friend who’s also gonna bitch about how stupid markets have become. 12:05 - Hostess at restaurant pitches me some ShitCoin. Claims she’s up a few million on it 12:07 - Friend starts bitching about how stupid it is to be an investor under Trump, and how we all made money under Biden. I agree with him, but we both agree it would be even stupider under Kamala…😩😩

Only in Canada, do they tell you to ignore the disclosures (in red). $MEOH

It’s incredible how well run Florida is, when compared to most other states. There’s a reason that people keep moving there. Got $JOE. ?? https://t.co/pVX59frnHC

RT @SecKennedy: .@PepsiCo just announced it will eliminate artificial colors and flavors from Lay’s and Tostitos by year’s end—and expand t…

6% on 10s is “no bid” in the current duration asset framework with lots of leverage in the system. It would be existential to the banking system that lent 70 LTV on 3-cap assets. It would destroy PE and PC and VC. It would re-price SPZ to 15-20x earnings, destroying the wealth effect. I’m not talking Zimbabwe (not yet at least). I’m talking a 200bps spread over Fed Funds…