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January 25, 2023
Published by Kuppy at January 25, 2023
As a long-time inflection investor, I’ve learned that many themes simply do not inflect. There are multiple causes for this; often tied to a bad thesis, or a bad set of assumptions. Sometimes, it’s simply bad luck as some other macro trend supersedes my trend. Even when I get it wrong, there is often still some level of inflection—it’s just that the strength of
Read MorePositions Mentioned: U-U CN
April 7, 2021
Published by Kuppy at April 7, 2021
I’ve been trading stocks for two decades now. As time goes on, I get more attuned to my own gut feel—a gut feel that has been honed from countless mistakes along the way. I don’t know why, but when I have trouble sleeping, it is always about some position of mine. I play the scenarios over in my mind, I think it through, but
Read MorePositions Mentioned: GBTC
March 22, 2021
Published by Kuppy at March 22, 2021
Over the past few months, bonds have had one of their sharpest selloffs in history. This should be no surprise. JPOW and Yellen have been quite clear that they intend to create epic levels of inflation and shred bondholders. History is replete with paper currencies getting debauched. As a result, I expect that our clueless band of inflationeers will succeed beyond their wildest dreams—especially
Read MorePositions Mentioned: Bitcoin, CNR, JOE
December 27, 2020
Published by Kuppy at December 27, 2020
I have a friend who’s a reasonably competent trader. He’s the type who draws his voodoo lines everywhere on the charts. He caught the same trendline break on Bitcoin that I did around $9,200. He expected some resistance around $10,000 and sold out for a quick score just below the figure. He then got the breakout at $12,000 and rode it a few thousand.
Read MorePositions Mentioned: GBTC, JOE
November 24, 2020
Published by Kuppy at November 24, 2020
Since many of you are sick of hearing about Bitcoin, I promise this is my last post on the topic for a while. That said, I’d be remiss if I didn’t point out the unusually lucrative arbitrage trade that is largely responsible for sending Bitcoin parabolic. I glossed over it in my last post and given the questions that I’ve received, a full post
Read MorePositions Mentioned: GBTC
November 16, 2020
Published by Kuppy at November 16, 2020
People frequently point to Bitcoin having a globally distributed ledger. That may be an interesting attribute, but to me, it’s a globally distributed Ponzi Scheme. It’s amazing to watch as thousands of people pump Bitcoin across all nature of platforms. These people may not know each other and they may even dislike each other, but they’re all united in pumping Bitcoin higher. It truly
Read MorePositions Mentioned: GBTC
August 17, 2020
Published by Kuppy at August 17, 2020
I am known as a guy who gets infatuated with a handful of stocks or sectors at a time. I let the subconscious drive me, and as my interest level expands, so does my position sizing. The objective is to take a few highly concentrated shots on goal each year; where I can size up and risk almost nothing by catching the precise inflection-point
Read MorePositions Mentioned: GBTC
July 28, 2020
Published by Kuppy at July 28, 2020
Let’s set some ground rules here. As far as I’m concerned, Bitcoin is a Ponzi Scheme. If you think Bitcoin is the future of money, a store of value or any other nonsense, I’m not going to disagree with you. Every good scam needs vocal and loyal apostles. Go out and spread the gospel—you have my support as I’m long. In my mind, Bitcoin
Read MorePositions Mentioned: GBTC
