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Comments On Events 127

The Great Rotation… 2022/01/03
The Problem With Ponzis… 2021/12/27
Will Risk Parity Blow Up…??? 2021/10/11
It’s about to get wild… 2021/09/30
Will ESG Create The Next Lehman Moment…??? 2021/09/29
When The Levee Breaks… 2021/09/20
(In)Stability… 2021/08/19
JPOW Jests… 2021/06/21
Focus On The Facts… 2021/05/05
Trading “Project Zimbabwe…” 2021/04/19
Ponzis Go Boom!!! 2021/03/29
On Avoiding Expensive Mistakes… 2021/01/25
A Warning To The Compounder Bros… 2020/08/10
Stop Shorting “Project Zimbabwe” 2020/08/05
Did The Market Actually Recover From COVID-19…??? 2020/07/16
You’re Probably Gonna Get It… 2020/07/13
MMT Going Mainstream… 2020/06/14
The Other Florida… 2020/06/01
Post-COVID Capitalism… 2020/05/24
No One Knows What Comes Next… 2020/05/19
It’s Getting Strange Out There… 2020/04/21
Investing In The Age Of COVID… 2020/04/20
Balance Sheet Evolution… 2020/04/09
Hospitality Goes No Bid… 2020/03/08
Extreme Complacency… 2020/02/24
Is PE Having Its WeWork Moment…??? 2020/02/18
Giga-Stupidity Has No Limits… 2020/02/06
The Only Constant Is Change… 2020/01/09
Inflation Is Coming… 2019/12/04
ESG = Excessive Share-price Growth 2019/11/29
If A Stock Has A PR And No One Reads It… 2019/10/17
Getting Ready For The Stock Market Crash… 2019/10/02
Miami Real Estate Is About To Collapse… 2019/09/25
Are Trump’s Incentives About To Change…??? 2019/09/20
2 Letters; $20 Billion Lost 2019/09/08
Talking Shipping With Mike Alkin 2019/08/30
It May Just Detonate… 2019/08/26
The Year Is 2030… 2019/08/13
Kuppy Speaks With Market Huddle 2019/04/12
Why The Fed Should Not Stop Raising Rates 2019/03/25
The European (Dis)Union 2019/01/24
The View From ICR 2019/01/22
The Profitless Prosperity Sector Will Collapse… 2019/01/03
The Hedge Fund Manager’s Dilemma… 2018/12/20
Hedge Fund Armageddon 2018/12/16
Terlingua 2018/09/14
Bubbles Everywhere… 2018/02/22
Believe In America (Part IV) 2017/03/26
Recent Interview 2017/01/23
Believe In America (Part III) Avoid Lobbyist Stocks 2017/01/13
Indexers Are Running Amok… 2016/12/24
Believe In America (Part I) 2016/11/17
Stand Up To Hillary!! 2016/11/06
Chris Squared 2016/10/19
Crook vs. Jerk 2016/09/04
Chris Calls Kuppy 2016/07/30
A Crisis In Ponzi-Land (The “Drop-Down”) 2016/02/25
A Crisis In Ponzi-Land (Cut The Dividends Already!!!) 2016/02/17
A Crisis In Ponzi-Land (MLP Style) 2016/02/14
A Message From Tal… 2015/11/11
Who Says You Can’t Buy Love…?? 2015/11/08
Here Comes The Blood!! 2015/09/27
Lionfish 2015/06/04
There Will Be Blood!!! (Part III.v) 2015/01/20
There Will Be Blood!! (Part II) 2014/12/26
QE Assets Diverge From The Real World 2014/11/16
Is Indexing Just Socialism For Stocks? 2014/08/04
Bear Raids 2.0 2014/07/02
The Era Of Cheap Oil Is Over 2014/06/10
This Is How The Banks Created The Last Crisis Part II 2014/06/07
Do You Remember Gadzooks?? 2014/06/02
Kashagan 2014/05/26
#Unlock 2014/05/08
Heat Map Of Corruption 2014/05/05
Russian (And American) Roulette… 2014/03/16
This Is How The Banks Created The Last Crisis… 2013/12/18
Is This QE Rally Getting Overdone….?? 2013/12/11
Peripheral Central Banks Go In Reverse 2013/09/09
Tangled Up In Court… 2013/09/01
The Great Herbalife Corner Of 2013…?? 2013/08/15
Potash Will Not Go The Way Of Iron Ore… 2013/08/07
There Is Always A Bull Market Somewhere… 2013/07/13
Will Bernanke Get ALL Of The Bonds…? 2013/06/25
Are Low Interest Rates The Problem…?? 2013/06/19
Presentation At The Las Vegas Value Investor Congress 2013/06/03
Japan Is Getting The Wrong Type Of Inflation… 2013/05/15
Wynning, Vegas Style… 2013/05/07
Non-Farm Payroll Games… 2013/05/07
Free Cookies….. Again… 2013/04/29
Worst Bailout…. EVER 2013/03/27
EUR All So Stupid… How To Create A Banking Crisis, ECB Style 2013/03/17
Which Country Doesn’t Mind A Strong Currency…??? 2013/01/22
How Many Malls Does China Need? 2012/12/24
Not How It Was Supposed To Be…. 2012/11/05
$40 Billion A Month Won’t Fix The Economy…. 2012/09/19
Does Real Estate Equal A Bond Short? 2012/05/06
John Paulson Has A Problem… 2012/03/30
Miami Property Bottoms… 2012/03/18
My Soap Box… (Sorry For Politics) 2011/12/12
It’s About To Blow!!! 2011/11/27
No Hurry To Buy If There Is No Growth… 2011/10/10
Inhuman Volatility… 2011/09/26
Clue Jr.–Finance Edition 2011/08/10
Get Ready To Buy ‘Em… 2011/08/05
What Should Greece Do? 2011/07/05
Steady,…. Hold…. Hold……. 2011/06/25
Volatile Silver… 2011/05/15
Flash Crash To The Upside In Gold 2011/04/17
The Undead Are Rising!!! 2011/03/31
WOW! 2011/03/17
Coup d’Etat 2011/03/12
Ignore The Jewelry Hoax…. 2011/02/26
Bernanke–Two Uprisings And Counting…. 2011/01/30
Commodities Gone Wild 2011/01/03
Gold Rush Reality 2010/12/20
Ben-In-A-Box 2010/12/17
What’s The Difference Between Iceland And Ireland? 2010/12/09
High Cotton… 2010/11/28
Beer and Babes 2010/10/29
The Black Market 2010/09/19
The Kuppy Plan (How To Fix Unemployment) 2010/08/09
The Macro Trumps All Else 2010/07/02
This Changes Things… 2010/06/19
What Did I Miss? 2010/06/17
Bendigo 2010/05/22
Miami Condo Market–No Bottom In Sight 2010/04/02
The Kuppy Plan (How To Fix The Housing Market) 2010/03/30

127

Investments 161

2021 Position Review 2021/12/31
Newspapers (Part 2) 2021/12/19
Newspapers (Part 1) 2021/12/10
Gas Stimmys… 2021/11/23
On Maxing Out Positions… 2021/11/08
The New GBTC… 2021/09/02
ESG = Energy Stops Growing 2021/06/02
All Good Things Must End… 2021/04/07
Who’s Scared Of A Few BPS…??? 2021/03/22
On Getting Stolen From… 2021/01/15
2020 Position Review 2020/12/31
On Riding Freight Trains… 2020/12/27
Why This Reflexive Ponzi Scheme Will Continue… 2020/11/24
My Favorite Ponzi Scheme (Part II)… 2020/11/16
What Happens Next…??? 2020/11/12
My Trump Trades… 2020/11/02
SHLL We Unwind This One…??? 2020/10/09
Shorts Get ArmaDillar’d 2020/10/07
It’s JOEtime!!! 2020/10/05
Playing The Housing Recovery… 2020/09/24
SHLL We Arb This One…??? 2020/09/23
Turbulence Ahead… 2020/09/18
An ED Trade From The Road… 2020/09/14
PG&E Redux… 2020/08/24
BTC 3.0 2020/08/17
My Favorite Ponzi Scheme… 2020/07/28
PG&E Exits BK… 2020/07/02
Event-Driven Winning… 2020/06/29
NKLAW’s ED “Issues”… 2020/06/22
Takin’ My Foot Off The Gas… 2020/05/07
Cookin’ With Gas… 2020/04/13
“Project Zimbabwe” 2020/04/05
Talkin’ Tankers With Real Vision… 2020/03/29
Crude Contango… 2020/03/19
What Crash?? Buy Tankers… 2020/03/13
Tankers Are Tanking…. 2020/02/02
Exiting Stage Left… 2020/01/27
2019 Position Review 2019/12/30
No Thesis Creep For Me… 2019/12/20
…But Kuppy, Isn’t That A Fraud…??? 2019/12/17
Tankers Keep Trending Better… 2019/11/25
Stage Stores Evolves… 2019/11/22
I’m On Vacation. Do Your Own Damn Work!! (ASPS Update) 2019/10/30
Full Frontal Fraud… 2019/10/25
Shipping Is All About Upside Leverage… 2019/10/13
On Getting Antero Wrong… 2019/09/24
Uranium 2019/08/29
Weed Stocks Get “Smoked” 2019/08/20
Shipping Update 2019/08/19
Altisource 2019/08/12
If He’s Tweeting It… 2019/08/05
These Shareholders Must All Be Stoned… 2019/07/15
Prime Minister Mitsotakis Goes On His Honeymoon… 2019/07/08
Clean-Up Print In The Russell… 2019/07/01
Giga-Roll 2019/06/25
CAD Is “Breaking Out”… 2019/06/07
EUR Makes A 2nd Triangle… 2019/06/03
Time To Buy Greece??? 2019/05/29
Time To Sell Something… 2019/05/21
We’re Gonna Need More Bag-holders… 2019/05/13
Cyprus Part 1 2019/04/05
Won’t They Add More Boats…? 2019/03/28
The Spread Between Growth And Value Has Gotten Crazy… 2019/03/11
Can’t Spell Felon Without ELON 2019/03/03
End Of The Road… 2019/03/01
Great Bargains In Shipping… 2019/02/12
Scorpio Tankers 2019/01/13
King Dollar? 2019/01/04
2018 Year End Review 2018/12/26
Taking Advantage Of The Energy Washout… 2018/12/10
Who’s Bullish On Natural Gas?? 2018/12/03
40% Less Than Carl Paid… 2018/11/18
TOO Much Debt… 2018/11/04
“Q3 Results Secured” 2018/10/25
Trouble In Arkansas 2018/10/23
One Ring To Rule Them All… 2018/10/11
It’s Tidewater Time!! 2018/10/03
Iron Bridge Update 2018/09/10
Air Canada Is Screwed 2018/07/27
PSO = Peak Shale Optimism 2018/07/09
Ivar Kreuger Goes “Green”… 2018/07/01
All It Was Cracked Up To Be… 2018/06/25
Hey JOE–Where Ya Goin With That Land Over There…?? 2018/06/13
Iron Bridge Resources 2018/05/28
Time To Grab My Pitchfork (AIM Edition) 2018/04/11
Tesla Learns About Reflexivity 2018/03/29
Viemed 2018/02/26
You All Asked For It (AIM Update) 2018/02/05
Tidewater 2018/01/08
Too Much of a Klusterfuk 2018/01/01
Xmass Comes Early From OCC 2017/12/20
Most Canadian PM’s Have Crappy AIM 2017/11/10
When Will The Tesla Stock Promote Finally Fail??? 2017/10/31
Sold My NZME 2017/09/14
Cheaper & Less Risky… 2017/08/13
That Was SNAPtacular… 2017/08/03
Dr. Feelgood 2017/07/17
SNAPageddon 2017/07/09
Ready, AIM, Sell?? 2017/06/13
Re-Reinventing The Death Spiral 2017/05/31
Reinventing The Death Spiral 2017/04/09
Hasta Luego Mexican REITs 2017/03/09
NZME 2017/02/26
Star Bulk Redux (Time To Book Gains) 2017/02/24
Mexico Is Having A Yuuuge Donald Trump Victory Sale 2016/12/17
Oil Services Update 2016/12/15
Believe In America (Part II) 2016/12/01
Is This The Right Shoulder? 2016/08/18
Fake Currency, Fake Exchange…(uggh) 2016/08/07
Brexit Bargains 2016/07/07
The Chinese Laundromat 2016/05/08
Marketing Gets Another One Wrong (or right for us) 2016/04/07
Marketing Says “Sell Thursday/Buy Friday” 2016/03/30
Who Wants To Be Short Volatility?? I Don’t. 2016/02/29
No Such Thing As Yuan Time… 2015/09/07
Yuan For The Money… 2014/11/25
Exiting MERC 2013/09/16
The Great Gold Shakeout of 2013 2013/06/30
Exiting Aircastle 2013/05/19
Seven Years Is A Long Time To Wait…. 2013/03/04
Exiting TITN 2013/01/25
Sayounara To My Yen Short 2013/01/15
Position Update 10/08/2012 2012/10/07
A Quick Exit…. 2012/09/25
Back On The Farm… 2012/09/17
Castles In The Sky 2012/09/10
The Drillers Aren’t Going Bust… 2012/09/05
Gold Bottom?? 2012/08/07
Frontrunning China’s Insatiable Demand For Gold…. 2012/05/14
Will The Gold Miners Ever Bottom…?? 2012/04/24
Energold Q4–Just Fine 2012/04/18
YENd of an era…. 2012/04/12
XAU to Gold Ratio Beckons…. 2012/03/26
Year End Position Updates 2011/12/20
Up EURs!!! I Got Gold 2011/12/14
Ride The Trends… 2011/12/04
No Sense In Trying To Make A Few Extra Cents… 2011/11/30
Togrog 2011/10/31
IVO Terminates… 2011/09/15
Volatility!!! 2011/08/08
ENERGOLDen… 2011/05/20
Wiluna Did What..?!? 2011/02/03
What Happens When 4 Billion People Decide To Use Toilet Paper??? 2011/01/09
2010 Year End Position Updates 2010/12/29
Energold “Bought Deal” Financing 2010/12/05
A Way To “Play” Mongolia? 2010/11/19
All GROWn Up 2010/10/12
Position Updates (September 14, 2010) 2010/09/14
Invicta 2010/07/18
Index Fund Shopping Day 2010/06/28
Position Updates (June 23, 2010) 2010/06/23
Worried About Wiluna 2010/06/08
Got Gold? 2010/06/06
Designed To Fail… 2010/04/28
US Global (Gearing In Practice) 2010/04/21
MF Global 2010/03/24
Victory For Gold 2010/03/20
Mining Services (Part I) 2010/03/16
Didipio 2010/03/14
The CEO Who Said Too Much 2010/03/12
Mining Services Part II 2010/02/16

161

General 33

Azores (Part 1) 2021/12/23
Speaking With Real Vision… 2021/08/30
Kuppy Chats With Realvision (again) 2021/06/25
Kuppy Chats With Zer0esTV… 2021/05/17
KEDM Is Hiring!!! 2021/04/08
Talking KEDM On Real Vision… 2021/01/31
KEDM.COM 2021/01/12
Ask Kuppy 12/07/2019 2019/12/08
My Real Vision Video… 2019/11/06
The Future Of Hydrogen 2019/05/24
Berkshire Hathaway 2019 2019/05/01
Failure To LYFToff… 2019/04/02
Who’s long Greece? 2017/07/22
The Lowdown From LD Micro 2017/06/11
Mongolian Stock Exchange In NYC… 2013/12/03
Kuppy’s Book List 2011/10/15
It All Looks The Same To Me…. 2011/10/10
Drinks With Kuppy… 2011/04/13
Why I Would NEVER Invest In Early Stage Infrastructure Projects 2011/02/09
Back To Mongolia 2010/10/13
Mining Exploration–Here Come The Big Boys 2010/10/01
The Trend Is Your Friend 2010/08/13
Psychology Of A Turnaround 2010/08/06
Escape From Finance Thinking 2010/08/01
Flugtag 2010/07/13
Volatility!!! 2010/05/28
Escaping The Next Data Point… 2010/05/16
Multiple Expansion 2010/05/10
On Getting Splattered… 2010/05/06
The Curse Of Technology 2010/04/24
A Trip To The Science Fair… 2010/03/12
Trust Your Gut 2010/03/07
Mining-worse than airlines 2010/03/07

33

Historical Perspective 2

Railroad Wars–19th Century Style 2012/10/26
Comparing 16th Century Spain To Current Conditions 2010/03/15

2

Investment Strategy 29

Oil Is The Wrecking Ball That We All Deserve… 2022/01/18
On Staying Liquid… 2021/09/13
Can’t Stop Selling GameStop Vol… 2021/03/12
Everyone Back In The Pool… 2021/01/07
What The QS??? 2021/01/06
On Inflection Investing… 2020/10/02
Ready For The Re-Bal??? 2020/06/24
Stocks Only Go Up… 2020/06/19
Time To Buy Stuff… 2020/03/23
My Discovery While On Vacation… 2019/11/21
“Long-Shorts” 2019/06/28
Tesla Is The New Theranos (With A Curious Nazi Twist) 2018/07/04
Performance Pressures Lead To Underperformance… 2017/05/17
So Why Are You Public Again? 2014/10/09
Opt-In 2011/07/22
Three Types Of Positions 2011/01/27
You Can’t Argue With Stupid 2010/12/23
Insiders 2010/10/09
Hidden Value (Advertising Expense) 2010/09/23
Just A Little Patience…. 2010/07/09
My Currency Epiphany 2010/05/20
Gearing 2010/04/19
Why Invest In Smaller Companies? 2010/03/21
When To Sell? 2010/03/21
What Does Cheap Really Mean? 2010/03/15
Let’s Talk Risks… 2010/03/14
An Ode To The PIPE 2010/03/12
A Short Story 2010/03/12
What To Look For In Small Company Management 2010/03/07

29

Travels 54

Azores (Part 2) 2022/01/17
Costa Rica… 2020/12/14
On Taking Vacations… 2020/08/20
One If By Land, Two If By Sea (My Caribbean Vacation) 2019/11/17
Antigua… 2019/10/28
Azerbaijan 2019/07/31
Headed To Panama And Recent Podcast 2019/05/30
Cyprus Part 2 2019/05/03
Kuppy Sighting… 2018/01/24
Fix Hellas 2017/11/02
My Big Fat Greek Tax Scam 2017/10/26
Greece: An Ouzo Hangover Of Mythological Proportions 2017/10/25
Kuppy Does Kyrgyzstan… 2017/10/22
Mall Tour 2017 (Part III) 2017/08/27
Mall Tour 2017 (Part II) 2017/07/05
Mall Tour 2017 2017/06/25
Amazing Tequila (Part II) 2017/05/10
Amazing Tequila (Part I) 2017/05/08
Real de Catorce and Onto 2017… 2017/01/04
The Woodstock Of Crony Capitalism 2016/04/28
Colombia Not Columbia… 2015/09/03
Colombia 2015/07/12
Cuba–Por Que Hay Un Bloqueo 2014/02/13
Cuba–The Economy 2014/01/21
Cuba–A History 2014/01/11
Bienvenido a Cuba! 2013/12/31
Myanmar Part II 2012/10/19
Myanmar Part I 2012/10/14
A Whole Lotta Coal…. 2012/10/12
Mongolia Road Trip Part II 2012/08/29
Mongolia Road Trip Part I 2012/08/22
Kazakhstan Part II 2012/08/03
Kazakhstan Part I 2012/06/17
Namibia 2012/03/06
Zimbabwe Part III 2012/02/08
Victoria Falls 2012/02/08
Zimbabwe Part I 2012/01/20
Mozambique Part II 2012/01/15
Mozambique Part I 2012/01/04
Off To Africa…. 2011/12/30
Free Cookies….? 2011/11/15
Gobi Vacation 2011/09/08
The Biggest Site Visit Ever 2011/06/16
Dead End (For Now) In Cambodia 2010/11/15
Banking (Cambodia Style) 2010/11/07
South Gobi On The Move 2010/10/26
Mongolia Part IV (Ad Finem) 2010/09/13
Mongolia Part III (Ger Country) 2010/09/08
Mongolia Part II (Company Visits) 2010/09/06
Mongolia Part I (An Overview) 2010/09/01
Riding The Trans-Siberian Railroad 2010/08/22
Challenge Your Perceptions 2010/08/19
Coober Pedy 2010/05/26
No Investment Is Worth Dying For…. 2010/04/12

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