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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

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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
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1 mention by Kuppy
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
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1 mention by Kuppy
Book Feb 19, 2009
The Match King: Ivar Kreuger, the Financial Genius Behind a Century of Wall Street Scandals
by Frank Partnoy
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2 mentions by Kuppy
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
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Article Nov 4, 2022
Overton's window creates opportunities for the brave
by Martin Enlund
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1 mention by Kuppy
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