Kuppy

adventuresincapitalism.com

2 Followers

community-curated profile

Chief Adventurer at http://adventuresincapitalism.com Also tracking Event-Driven strategies at http://www.kedm.com. CEO at YAK CN. http://www.Pracap.com

Overview Posts Content Recommendations

Kuppy @hkuppy · May 9, 2023

From Twitter

Read this👇👇

Tweet May 9, 2023

USD. Some clarification on my views is required because I get a lot of questions and confusion here - “wait you are bearish into, or bearish after the debt ceiling? But does that resolution matter? Absolutely nobody cares about the debt ceiling.” Le

by Paulo Macro

Recommended by 1 person

1 mention

Kuppy @hkuppy · May 3, 2023

From Twitter

Great thread. It’s why oil capex is rapidly shifting offshore👇👇

Tweet May 3, 2023

assume $PXD is representative of the marginal oil producer (fairly accurate) given the *hyper* short duration of shale oil wells, continuing to drill destroys shareholder value vs. keeping it in the ground drilling w/ hyper decline rates = illusion

by Twain's Mustache

Recommended by 1 person

1 mention

Kuppy @hkuppy · Apr 22, 2023

From Twitter

Best book

Book Feb 19, 2009

The Match King: Ivar Kreuger, the Financial Genius Behind a Century of Wall Street Scandals

by Frank Partnoy

Recommended by 1 person

2 mentions

Kuppy @hkuppy · Apr 11, 2023

From Twitter

Best book ever on the last 20 years of Ponzi Finance… @Josh_Young_1 @JCOviedo6 @1_adoy @PauloMacro

Book Feb 19, 2009

The Match King: Ivar Kreuger, the Financial Genius Behind a Century of Wall Street Scandals

by Frank Partnoy

Recommended by 1 person

2 mentions

Kuppy @hkuppy · Jan 6, 2023

From Twitter

Solid thread👇👇

Tweet Jan 6, 2023

If you knew you were sitting at the helm of a collapse in fin mkts, which would bring social unrest and likely displace your position of power what would you have done?

by Capitalist Exploits

Recommended by 1 person

1 mention

Kuppy @hkuppy · Nov 4, 2022

From Twitter

Great article by ⁦@enlundm⁩. Our Alpha is caused by the obvious things that cannot be said publicly…

Article Nov 4, 2022

Overton's window creates opportunities for the brave

by Martin Enlund

Recommended by 1 person

1 mention

Kuppy

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