Kuppy @hkuppy

@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…

@sadvalueinvestr Every cycle, this mine gets resurrected in a new shitco shell. It’s like the Hycroft of REEs. Maybe they should merge🤣.

Looks like $MP has just been awarded a ‘Lifetime Achievement in Stock Promotion’ trophy… https://t.co/yAn3h2tIlS https://t.co/yR9Nh4L2B3

$CAG is really failing at “innovation.” Who wants pickle balls or chili without beans?? No wonder the stock is in freefall…

RT @blondesnmoney: This administration is so full of room-temp IQ bumpkins leaking information it's unreal. Someone buys 5,000 $VALE 10 str…

RT @YellowLabLife: And that just about destroys the economics of the proposed Hyundai steel mill in Louisiana that was going to use DRI gra…

RT @AAGresearch: $JOE investors should frame this post

I struggle with this. We all sort of agree that certain monopolies cannot be allowed and that vital utilities should have regulated returns, this is just one of those things that should have rules. I used to live in Miami Beach and saw ABNB ruin the city by bringing crime and craziness. I just came back from Dubrovnik and the only Croatians I saw, were the guys pouring wine. It’s a destructive tech. Imagine an area that’s 3x3 miles and it hardly has residents. Think how strange it is that hardly anyone lives in Venice now?? I’m fine with tourism, just think that there needs to be a choke valve on quantity.