Chief Adventurer at adventuresincapitalism.com Also tracking Event-Driven strategies at KEDM.COM. CEO at YAK CN.

Puerto Rico, USA
Joined June 2013
I really cannot get over the fact that Nordea sacked some analysts for actually providing thought provoking research…👇👇 I swear, big banks are just govt funded piñatas to beat up on for $$…web.archive.org/web/20211124…
Replying to @hkuppy
web.archive.org/web/20211124…. To be clear, this report is worth a read. It’s the sort of research that buy-side traders want—hence why Nordea cut it off…@NordeaMarkets
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The reason my friends and I continue to outperform by thousands of bps a quarter is that we’re not reading shitty sell-side research that censors any thought that’s different. We seek out unique views. If you read sell-side, just wire me your $$. It’s easier on both of us…
Nordea Bank suspends the two senior analysts behind a controversial note it retracted earlier this week trib.al/iaEmtZl
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web.archive.org/web/20211124…. To be clear, this report is worth a read. It’s the sort of research that buy-side traders want—hence why Nordea cut it off…@NordeaMarkets
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Guess he didn’t BTFD on Friday…
FAUCI SAYS HE WOULDN'T BE SURPRISED IF OMICRON ALREADY IN U.S
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Kuppy retweeted
MUST watch... 🚩🚩🚩🤦‍♂️ تسلا تصدم جمل #تسلا Tesla could not see the camel... #Tesla #ElectricVehicles h/t @mu05029433 also, pictures below from al-marsd.com/%D8%B4%D8%A7%D9…
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Nope. They beat me good today… does seem bizarre that they wreck the market on the thinnest half-day of trading all year…
This is simultaneously 🤣 but also 🥴😭 I’m VERY ready to believe GS squiddy bosses concocted the African variant specifically to deny hard working analysts their 2021 bonuses. @hkuppy you got a tinfoil hat for this one ? 😜😜
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This week for American Thanksgiving, @PatrickCeresna and @kevinmuir return to an old format where it's just them two shootin' the shit about markets, Patrick's love of moose meat, and when he might graduate from crayons to Laurentien coloured pencils. Check it out! 👇👇👇
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Any minute now, my mom will turn on CNN and then call me in a panic about the Xi Variant…(love ya mom, but that shit is polluting your brain)
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GIF
Nasty South African variant.
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Global mutations and personal freedom, tied at the hip.
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#supplychains #shipping>>China is imposing mandatory quarantines of up to seven weeks for returning Chinese seafarers Crew changes are getting more difficult due to stricter government requirements Ships are rerouting to work around China's restrictions, prolonging shipments
To anyone who was thinking supply chains have been improving, just to counter, China has imposed the following. ##Deglobalisation @Jkylebass @Halsrethink @amlivemon @gbponz @chigrl @TonyNashNerd @BRyvkin @BaldingsWorld @PPGMacro
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Wow!!!
Replying to @hkuppy @ElonBachman
The real reason is here...after Nu comes XI. Imagine calling it the XI virus...someone in Beijing would not be happy LOL
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While the WHO focuses on scary sounding variants, remember that you’re not allowed to even know which variant you have. It’s all a big game to govt... “But federal rules say those results are not allowed to make their way back to patients or doctors” webmd.com/lung/news/20210914…
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