Kuppy @hkuppy
CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN. pracap.com Rincon, Puerto Rico Joined June 2013-
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Who says they don’t ring a bell at the top…??
Seems like a terrible idea. They’ll run stops and cause margin calls all over the place with errant prints. Will force everyone to stop using any leverage or shorts…
Seems like a terrible idea. They’ll run stops and cause margin calls all over the place with errant prints. Will force everyone to stop using any leverage or shorts…
We have no position in $SII, but find the thesis quite compelling and have a number of smart friends who are involved👇👇
We have no position in $SII, but find the thesis quite compelling and have a number of smart friends who are involved👇👇
On vacation this week 🏝️ While I'm gone, enjoy upcoming @ForwardGuidance interviews with: - @rcwhalen on bank earnings (out today) - @BenMillerise on debt & CRE (out Monday) - @hkuppy on Uranium & gold (out Thursday)
So much winning for USA, it’s hard to keep track… Everything Blinken touches dies…
By special permission, I’ve reposted from @PauloMacro ‘s blog. This is a conversation between @gave_vincent @kevinmuir and myself. It’s important to think through the implications. In fact, I think you should read this a few times and dwell on it👇
By special permission, I’ve reposted from @PauloMacro ‘s blog. This is a conversation between @gave_vincent @kevinmuir and myself. It’s important to think through the implications. In fact, I think you should read this a few times and dwell on it👇
Go and track down your copy at KEDM.COM
They’ll spend taxpayer money on literally anyone EXCEPT taxpayers…
They’ll spend taxpayer money on literally anyone EXCEPT taxpayers…
In central banking terms, this is what’s known as Crossing the Rubicon. Or like Cortes when he arrived and burned his ships. No going back. Hope you got gold cuz it’s primetime — bigtime. @hkuppy
In central banking terms, this is what’s known as Crossing the Rubicon. Or like Cortes when he arrived and burned his ships. No going back. Hope you got gold cuz it’s primetime — bigtime. @hkuppy
Happy #50 bro!!
We don’t spend enough time discussing the importance of having a Polish neighbor… @MiamKitty @judahrhodie @SchrodingersAlt @Josh_Young_1
Great summary. Seems that consolidation is inevitable. Sub-scale drillers just don’t make sense. Everyone below a dozen rigs should find a spouse. Will improve industry rates, through pricing power, while reducing costs. 2-rig fleets aren’t viable due to whitespace and SPS…
Great summary. Seems that consolidation is inevitable. Sub-scale drillers just don’t make sense. Everyone below a dozen rigs should find a spouse. Will improve industry rates, through pricing power, while reducing costs. 2-rig fleets aren’t viable due to whitespace and SPS…
👇👇
After 20 years of waiting, value’s 72 hours of outperformance have arrive. Wanna savor it…👇👇
After 20 years of waiting, value’s 72 hours of outperformance have arrive. Wanna savor it…👇👇
Paulo Macro @PauloMacro
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21K Followers 1K Following Hay que disfrutar de lo bueno y saber aceptar lo regular. Así, lo bueno es mejor. Academia Madrileña de Gastronomía. Gastrogatos.@hkuppy Why not everyone just trade for 1 hour on Thursday morning? Just think how fun that would be.
H/t to @hkuppy for some recent inspiration with his thinking on "financialized middle-men" as the way to play precious metals bull markets ...
oh hell no. this is a truly terrible idea that will feed every fundamental investor to the program traders, algos, and large fund/broker desks and market makers. you'd need to be "always on" even in the thin hours of 3am. that benefits a select few at the expense of everyone…
@hkuppy @InsiderBuySS China has something far worse than a nuke (which you can't use), a currency bomb. It has to suffer for now and fix its balance sheet (you can do that when you have absolute power), while the enemy is self immolating. Let their fire burn and then pour on gasoline (5 CNY).
Read this 4 times today. Getting absolutely nothing from it. But that doesn't matter. Kuppy continues to be the best in the finance biz at this important moment in history.
By special permission, I’ve reposted from @PauloMacro ‘s blog. This is a conversation between @gave_vincent @kevinmuir and myself. It’s important to think through the implications. In fact, I think you should read this a few times and dwell on it👇
@AndreasSteno Andreas, you might like to read this article by @hkuppy which presents a completely opposite thesis for CNY: tinyurl.com/2fn6txvv
@hkuppy @PauloMacro @gave_vincent @kevinmuir Also worth watching the latest discussion with Charles and anatoly and Louis. Charles has 1970s credibility worth listening to.
For additional colour, there was an excellent round table from @FRAuthority between @michaelxpettis @gave_vincent & Yra Harris discussing some of the below. financialrepressionauthority.com/2023/09/20/the…
By special permission, I’ve reposted from @PauloMacro ‘s blog. This is a conversation between @gave_vincent @kevinmuir and myself. It’s important to think through the implications. In fact, I think you should read this a few times and dwell on it👇
WAR: Niger’s Russian-backed military junta has agreed to release 1,000 US troops it was effectively holding hostage in exchange for Biden’s agreement to turn over our $100M airbase to Niger and Russian forces. The US media will barely mention this humiliation today.
SHE DID IT! We just got her bloodwork ….. her hemoglobin is up! SHE BEAT IT! This is what we were praying for! My wife and I thank everyone from the bottom of our hearts for your prayers and support …… they made they made difference! 🙏🏻 Grace will be sleeping in her own…
Many people have been kind enough to ask for updates on Graces condition. Thank you for asking! Grace has had a miraculous turn around after a horrific start to the day. Around 10:00 we had a team meeting and were discussing the possibility of a second transfusion and…
I highly recommend @KEDM_COM. Top quality information
@hkuppy you might like this sir, it is very illuminating youtu.be/S5NA0nS2o-8?si…
In central banking terms, this is what’s known as Crossing the Rubicon. Or like Cortes when he arrived and burned his ships. No going back. Hope you got gold cuz it’s primetime — bigtime. @hkuppy
⚡️ The US House of Representatives approves a bill allowing the transfer of frozen Russian assets to Ukraine Ukraine could receive almost $8 billion under this procedure. Now the bill must be approved by the US Senate.
@PauloMacro @LawrenceLepard @hkuppy "It was the common practice of antiquity to make pro- vision in times of peace for the necessities of war, and to hoard up treasures beforehand...without trusting to extraordinary imposts, much less to borrowing in times of disorder and confusion." ~John Ramsay McCulloch 1845
Happy #50 bro!!
Six years ago, @PatrickCeresna invited me on MV (which I bombed), but it kicked off a great friendship. I will forever be grateful for my @TheMarketHuddle co-host, and I am sure I speak for 'huddlers-the-world over, when I wish the nicest podcast-partner-a-guy-could-ask-for, a…
@hkuppy you’re living a fun life Kup. I’m really happy for you. Keep being yourself, never lose that!