Porter Collins @Seawolfcap
Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. Joined April 2012-
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What almost brought down the entire financial system in '08? Excessive leverage. Absolutely zero room for error with anything close to this kind of leverage.
What almost brought down the entire financial system in '08? Excessive leverage. Absolutely zero room for error with anything close to this kind of leverage.
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Stay long be long and we have even restarted QE yet.
Stay long be long and we have even restarted QE yet.
Porter Collins retweeted
We need to reverse this doom spiral of less drinking, less sex, less socializing, more doom scrolling, more onlyfans simps, and more gooning. This would solve wars, debt problems, birth rates, and other issues To borrow Marc Andreessen’s iconic phrase: IT’S TIME TO FUCK
We need to reverse this doom spiral of less drinking, less sex, less socializing, more doom scrolling, more onlyfans simps, and more gooning. This would solve wars, debt problems, birth rates, and other issues To borrow Marc Andreessen’s iconic phrase: IT’S TIME TO FUCK
Just a word of caution: The seasonals of Sept/October are not great historically and the NASDAQ has been up 5 months in a row. There has definitely been a rotation underway the past two weeks from Mag7 into the rest of the mkt. I'm not trying to get anybody beared up (or too…
Porter Collins retweeted
Made it 3/4 thru saying again, that movie is a MASTERPIECE. Earlier in the day learned that @Seawolfcap @VD718 @dmoses34 started a SS. Hit SUBSCRIBE. Kids are now asleep (MIL is here to assist), Dad is on his 3rd Aperol Spritz & started the annual 'Big Short' watch. GREAT day.
Porter Collins retweeted
2025 Gold Miners $GDX 86% Silver Miners $SIL 83% Platinum $PLTM 50% Rare Earth Metals $REMX 62% Nuclear $NUKZ 44% Copper Miners $COPX 31% Steel $SLX 22% Palladium $PALL 21% Bitcoin $IBIT 16% Mag7 $MAGS 10% Semiconductors $SOXX 7% US Treasuries $TLT 2% Bloomberg data.
Porter Collins retweeted
$BABA cloud leading in ex-US cloud and accelerating while now announcing they will be building their own AI chips. $BABA is really going for its AWS moment.
Academic thinking vs real world thinking.
Academic thinking vs real world thinking.
Ooooh Sherrie. Got uranium?
Ooooh Sherrie. Got uranium?
I don't know who Yorkville is, I've never heard of a CRO strategy, I don't know what Cronos tokens do, and $5b line of credit to buy made up coins is something I want nothing to do with. $DJT
Loan sharks, knee breakers and "help from the government". "Things to stay away from" for $1000 Alex.
Loan sharks, knee breakers and "help from the government". "Things to stay away from" for $1000 Alex.
Somebody showed me this stock today. Absolutely hilarious what is going on these days. Bubbly.
Somebody showed me this stock today. Absolutely hilarious what is going on these days. Bubbly.
Porter Collins retweeted
open.substack.com/pub/whatarewed… Awesome to see @Seawolfcap @VD718 stepping into the substack arena. No doubt they will add immense value. Go check them out
Porter Collins retweeted
Excited to announce the launch of the "What Are We Doing?" (WAWD) newsletter on @SubstackInc; @VD718 @Seawolfcap & myself enjoy talking about the markets, so we figured we would write about them as well: whatarewedoingonthedesk.substack.com Launching "The Friday Night Dirty" podcast with it!
Porter Collins retweeted
Realizing that we are currently living through the next great Fed policy mistake
This is the same increase as the China tariffs on every product we are buying from them. The people that think tariffs aren't inflationary are nuts. Oh and all these subscription services are a total scam.
This is the same increase as the China tariffs on every product we are buying from them. The people that think tariffs aren't inflationary are nuts. Oh and all these subscription services are a total scam.
I'll be there tomorrow as well pitching value stocks....
I'll be there tomorrow as well pitching value stocks....
Everybody wants lower rates....
Porter Collins retweeted
Las Vegas tourism needs to be boycotted American is at an MGM property and shows the prices on the menu - The cheapest steak is $87 - Ribeye is $138 - His glass of Cabernet wine was $37 Every price on this menu is outrageous. “The price gouging of MGM is just insane. Insane.…
It's wild that Chamath actually said "no crying in the casino". I think I heard Buffet say that before too....
It's wild that Chamath actually said "no crying in the casino". I think I heard Buffet say that before too....
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