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February 1, 2022
Published by Kuppy at February 1, 2022
It’s been a wild 2 weeks in the markets since I returned from vacation and have been remiss in not finishing this Azores series (Azores Part 1 and Azores Part 2). With that excuse out of the way, here’s some images from the final 2 islands that I visited (Faial and Pico). I’m going to start with Faial and it’s principal city of Horta.
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January 24, 2022
Published by Kuppy at January 24, 2022
Rewind the clock almost two years… Analyst: For fuk’s sake Kuppy. Stop buying more Shitridge. Me: …but it’s sooo incredibly cheap. Analyst: Who cares? You said that five dollars ago. It wrecked our 2019 and it’s already wrecking our 2020. Me: Our only edge in this game, is to buy more when it transitions from cheap to downright stupid. It’s rare, but occasionally, something
Read MorePositions Mentioned: SD
January 18, 2022
Published by Kuppy at January 18, 2022
I’ve been pretty clear on why oil is going higher. If you want a refresher, click here. I’ve also been clear that when oil overshoots, it’s going to create the next Lehman moment. Oil is the wrecking ball that will crush every CUSIP, because the Fed will eventually panic. Look at bonds. They’re getting smashed along with equities today. This will blow up the
Read MorePositions Mentioned: Oil
January 17, 2022
Published by Kuppy at January 17, 2022
Over a decade ago, what started as a semi-regular email to friends, morphed onto this site, mainly due to the difficulties of sending travel pictures through email attachments. With that in mind, I’m going to share some pics from my recent trip to the Azores. Sorry, no stock picks, but that’s fine because the Azores are absolutely incredible… Quick history lesson to start. While
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January 3, 2022
Published by Kuppy at January 3, 2022
In a few short hours, we’re headed back into the trenches. No sleep for us weary hedgies. They’ve re-set the performance clock at zero and we’ve got to fight our way forward, showing why we’re worth those incentive fees. Before heading off for battle, I figured a 2022 roadmap would be helpful. Here’s mine. I’ve been critical of the Ponzi Sector for quite some
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The Great Rotation…