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September 20, 2019
Published by Kuppy at September 20, 2019
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Three weeks ago, I did the unforgivable and waded into US politics. I apologize, but I am about to do so again. Fortunately for all of us, I’ll keep my thoughts specifically to the stock market. Say what you will about Trump, he has had only one goal for the past three years; pump the hell out of the stock market. He tweets at Read More
Categories: Comments On Events
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September 8, 2019
Published by Kuppy at September 8, 2019
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Over the past few months, we’ve learned a lot about the psyche of the typical Ponzi Sector investor. You see, Ponzi sector investors will ignore most red flags, even at a company like WeWork, with more red flags than a Soviet May Day parade; Super-voting stock – Zuck did that and it worked out in the end Accelerating losses – Look at all that Read More
Categories: Comments On Events
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August 30, 2019
Published by Kuppy at August 30, 2019
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Over the past few months, I’ve received a lot of questions on shipping. Mike “Mr. Uranium” Alkin invited me on his show to answer some of those questions. We talked shipping, uranium, Greece and much more. My part begins at the 20 minute mark (damn Uber had me late). I hope you enjoy. https://www.curzioresearch.com/this-beautifully-ugly-industry-has-massive-upside-potential/
Categories: Comments On Events
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August 26, 2019
Published by Kuppy at August 26, 2019
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Over the years, I’ve avoided talking much about US politics unless it directly impacts the markets. Longtime readers will know that I’m socially liberal and economically libertarian. As for politicians, I find them all to be liars; playing off human emotions for their own gain. I hate both main parties equally, as I don’t see either party representing what I believe in. With that Read More
Categories: Comments On Events
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August 13, 2019
Published by Kuppy at August 13, 2019
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The year is 2030 and the S&P just broke the 1 million level following an algo-induced short squeeze after Trump tweets, “President Ivanka headed to China to negotiate an even better deal for USA. Chinese seriously intimidated because she’s hot.” It has now been 12 years, a trade deal is nowhere in sight and despite a global economic collapse, the market still rallies 2% Read More
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April 12, 2019
Published by Kuppy at April 12, 2019
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Last Friday, I chatted with my good friends at The Market Huddle (click to listen). My only regret is that the audio quality made me sound as if I were in a submarine, when in reality it was just the internet in Limassol, Cyprus. We discussed product tankers, Sandridge and the markets in general.
Categories: Comments On Events
Positions Mentioned: STNG, SD
March 25, 2019
Published by Kuppy at March 25, 2019
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A very smart and wealthy friend always reminds me that you have to invest in the market landscape that exists today—not the one you wish for. That said, I like to think of myself as a pragmatist who views the capital markets through the lens of financial history. That history would imply that the Fed should keep hiking rates and ignore the yield curve. Read More
Categories: Comments On Events
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January 24, 2019
Published by Kuppy at January 24, 2019
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Over the years, my good friends at Capitalist Exploits (I highly recommend subscribing) have put together a number of outstanding thought pieces on where they see things headed. They recently came out with a great overview of where Europe is headed. The trends they highlight are both interesting and actionable for those willing to put the time into thinking through the consequences of the new Read More
Categories: Comments On Events
Positions Mentioned: EUR
Miami Real Estate Is About To Collapse…