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Kuppy

@hkuppy183k followers

CIO of Praetorian Capital. Kuppy’s Korner blog at Tracking Event-Driven strategies at . Opinions/not investment advice.

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Oct 17
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Posts 100 posts
#DatePost↓ OutlierViewsLikesRepostsBookmarks
1Jan 8, '25Bonds are about to seriously break shit, and you are all totally unprepared…49.5×1.3M3.9k377754
2Oct 3, '231) Much as I predicted, markets are starting to waterfall. It has a very December 2018 feel to it. Difference is that in 2018, markets got cranky that JPOW pushed Fed Funds too tig37.8×967k1.4k209462
3Jun 24, '23The coup was succeeding, until it got Cramer’d. Almost to the minute…30.3×774k6.3k67875
4Aug 7, '25Typical Day as a Hedge Fund PM 6:00 - Wake up, check what Trump tariffed overnight. Cambodia up +200%, Paraguay -3% (they said thanks). 6:05 - Brew some coffee. 6:10 - Trump tweets30.1×770k4.4k5461.3k
5Apr 7, '25While you guys are trying to decide what is actually going on at the White House with tariffs, I’m watching bonds and getting scared. Real scared…24.9×638k3.3k197318
6Jul 28, '24Something appears to suddenly be missing…24.3×621k1.4k25370
7Oct 6, '2525 years ago, this was called “round-tripping” and was considered illegal. After investors suffer $trillions in losses, it will probably be considered illegal again…21.1×540k6.9k8291k
8Jul 29, '23View post on X20×512k3k532121
9Mar 19, '23Just spent 10 hours running hose lines and working bucket brigades. Special thanks to Rincon and Anasco Bomberos who saved our home. We were 90 seconds from losing it as our trees 17.7×454k1.6k265
10Aug 8, '24From my buddy @PauloMacro and his excellent blog… Don’t think guys have thought this through very far. -If Fed cuts aggressively here, JPY goes to 120 and every CUSIP has a flash c17.6×451k2.2k4081.3k
11Jan 27, '25Throughout my career, any industry that China enters, they take margins to zero and steal all the market share. From solar panels to autos, they’re unstoppable. Now they’ve set the13.3×339k1.3k147405
12Sep 26, '22View post on X12.9×012k1.3k144
13Jan 16, '23As an investor, this is the only lesson that actually matters…11.8×302k2.5k393151
14Mar 25, '24Is this the most important chart in finance…??11.8×301k1k176148
15Nov 5, '24Look… I cannot stand Trump… …But he’s a lot better than Kamala, simply b/c he’s not a Communist. Nor does he hate America as Kamala does. The time has come. Hold your nose, and vot10.7×274k3.2k17895
16Nov 11, '23At least we managed to ban plastic straws…🤣10.4×265k9819639
17Jan 25, '25Historically speaking, when China enters an industry, margins almost immediately go to zero. What happens with AI returns, when there aren’t even revenues…???10.3×265k2.1k179289
18Jan 4, '23Think we can wait her out…🤣🤣9.9×254k1.1k9211
19Mar 14, '24Pilot getting ready to fly a $BA 737 MAX👇👇9.6×245k2.6k313112
20Mar 20, '25While China is inventing super-fast EV chargers and superior AI, America has securitized a cheeseburger…9.1×234k2.6k285108
21Oct 4, '25This is one of the most important charts in finance. You guys are trading nominals, but as investors, we need to care more about real returns. There aren’t actually any real return8.8×226k1.1k148752
22Oct 14I get it, there are nuances for tech-bros who are deep in the weeds. Everyone has an anecdote about why I’m wrong. Take a step back and be a commodity-bro who’s seen enough supply/8.5×217k1.5k188881
23Nov 14, '25This is what dozens of Korean “Family Offices” blowing up looks like…8.5×217k1.1k68233
24Dec 19, '23Most finance bros trying to explain their investment process, vs. me buying cheap assets with a tailwind…8.1×206k1.1k10587
25Feb 18, '24We’re doing 6-8% nominal GDP, Fiscal is running at 7% and inflation is accelerating. Meanwhile Wall St. thinks we get multiple rate cuts🤣🤣 They haven’t been this offsides since M8.0×205k1k10299
26Mar 2, '25He can’t even defend 12 year olds from groomer gangs in London…7.6×194k2.6k31031
27Oct 1, '24View post on X7.2×184k1.6k14980
28Jul 19, '24Think I found the glitch…👇👇7.2×183k1.9k24248
29Apr 2, '23View post on X7.0×180k86511014
30Jan 26, '25Anyone else find it ironic that on the 5-year anniversary of COVID, something cooked up in a Chinese lab, has the potential to blow up the US equity markets…??🤣🤣6.9×176k1.1k7870
31Dec 2, '23Has anyone pledged to triple uranium production..??🤣🤣6.8×174k94110027
32Mar 5, '25View post on X6.6×169k1.8k12986
33Jan 27, '25View post on X6.5×167k1.7k13873
34Nov 5, '24Why is Putin about to destroy Portland…??🤣6.4×163k97710231
35Oct 25, '23OK ASSHOLES!! Listen up. Uranium hit a new 13-year high. We’re gonna be good to go, until one of you adds isotope eyes to your avatar. Police yourselves. Don’t be the ASSHOLE who r6.2×159k1.1k6416
36Mar 12, '23When NYC banks almost failed in 1907, JP Morgan rallied key investors/depositors and propped up the banks. When $SIVB blew in 2023, libtard VC shitheads tripped over each other to 6.1×156k1.2k11325
37Oct 9, '25The Fed called out the big guns to kill gold…🤣5.7×147k1.7k8934
38Sep 22, '25View post on X5.7×146k2.3k14888
39Jun 2, '24Isn’t this the asshole who demanded that we shut down all the coal and gas plants with reliable baseload power…???🤡🤡5.6×142k1.5k16252
40Dec 7, '24I spent two decades to learn about cash flows and balance sheets. Now I’m a boomer, and got out-foxed by guys buying Fartcoin…😩😩5.5×141k9195855
41Oct 7, '23View post on X5.4×139k9429110
42Apr 9, '23This is your annual reminder that the Federal Reserve somehow spent almost $4 billion on PhD white-papers about interest rates and still managed to fuk up our entire financial syst5.2×132k1k12949
43Aug 4, '23If you’re still at your desk on a Friday in August, you’ve done something horribly wrong in life. Walk out, get some sun, drink some wine. Enjoy life. Fuk everyone else. The maelst5.1×131k1k3632
44Mar 18, '24You, my good sir, won the internet today…4.8×124k1.1k4421
45Aug 23, '25Value Investors 2005 & 20254.6×119k9346737
46Nov 3, '25Isn’t this an admission that the tech isn’t ready for prime time…??4.6×117k1.2k7937
47Mar 24, '24Long Uranium/Short Iguanas…4.4×113k1k149
48Apr 29, '24At least we got rid of plastic straws…🤣4.4×112k1k14379
49Oct 27, '241) I started in investing over 25 years ago, with $6,000 I made one summer from cleaning pools and fountains for rich guys on Long Island. Never thought I’d ever make enough to buy4.3×110k9341673
50Jun 24, '23View post on X4.2×108k939735
51Aug 5, '24If the Fed cuts between meetings, does it send JPY to 125 and blow up even more carry trades…?? Could they make this shit-storm worse, while trying to save it…???4.0×101k1k7853
52Nov 5, '22This is likely to be many times larger than asbestos liability. I expect multiple large corporates to be forced into BK. If you own shares in a company that mandated vax, you need 3.9×02.7k616155
53Jun 13, '221) Fed Thread- So the Fed has thousands of economists costing taxpayers billions a year. They all do white-papers and present to each other. Despite this, they didn’t realize that 3.8×02.8k445229
54Jul 1, '22Recessions are now racist. Guess we can’t have one…🤷‍♂️🤷‍♂️3.8×03.2k34756
55Oct 30, '25They’ve been raising prices for years, to hide the rot. $22 for a burrito isn’t gonna cut it into a recession…3.6×93k9154036
56Nov 16, '22We deserve double digit interest rates…👇👇3.6×03.2k26055
57Jul 13, '22Q4 German industrial activity…3.6×03.1k40243
58Jul 1, '25View post on X3.5×90k1k9931
59May 14, '221/n Quick thread: Most HFs have quarterly liquidity. The redemption notice period is Q-30 or Q-45 days. Q1 was a miss for most funds, Q2 is a bloodbath. You’re not allowed 2 bad qu3.4×01.8k355604
60Jun 28, '24Serious question: How is DXY not down 10 handles?? There’s a cabbage running our country…3.2×81k9607312
61Sep 13, '25Dozens of friends got fired for something as innocent as refusing to take the vax. These people are getting fired for actually being evil….2.8×73k9154121
62Mar 12, '23While everyone is busy arguing about $SIVB, can we instead come together as a nation and agree that daylight savings is fucking moronic…2.8×71k1k391
63Oct 2, '25View post on X2.6×67k1.1k5725
64Nov 19, '22My asshole neighbor clear-cut 2 acres of rainforest so he could put up solar panels and save the environment…🤷‍♂️2.5×02k29920
65Mar 28, '24Kuppy’s laws of the jungle #281…2.4×61k9325920
66Mar 20, '24View post on X2.4×61k9558416
67Feb 15, '22View post on X2.4×02.2k23418
68Jul 27, '221) Thread going into the FOMC print—as PMs we all like to talk about global macro, or individual stock picks. Long term, that’s what drives price action. Short term, none of that m2.3×01.2k248381
69Oct 10, '22They gave Bernanke a Nobel Prize for fixing the paper jam at the Fed’s printing press?? For fuk’s sake!! This is twisted. He started the QE death spiral that we cannot get ourselve2.3×01.9k28631
70Apr 1, '23Please wish my mom a very happy 75th birthday…2.3×59k1.2k41
71Jan 27, '21View post on X2.1×01.9k21827
72Feb 15, '22View post on X2.1×01.9k24432
73Jun 10, '21Just an average day with your $TSLAQ gas guzzler...2.0×099534952
74Jun 17, '22We Can Never Forget👇👇2.0×01.5k31242
75Dec 9, '22View post on X1.9×01.9k1349
76May 11, '21View post on X1.9×01.7k17120
77Jul 4, '22It’s official. ESG grift-bubble has finally peaked. You can now short this scam to zero. Burn it all down. All of it…1.8×01.4k19859
78Dec 2, '22This is the sort of ESG that I love. Force all the dumbest and most susceptible people into EVs, then turn off the power. It’s a beautiful fuck-you, that only the govt can unleash 1.7×01.2k26172
79Sep 29, '22You can’t print energy. Britain tried that and it broke them within a month. Now the Germans will try the same thing. When you give out stimmies, it actually INCREASES demand. Pric1.6×01.2k19777
80Feb 21, '22BREAKING: BlackRock Private Equity team parachutes into Donetsk ahead of Russians invasion force. Secures best distressed deals. Single family homes already appreciating 30%…1.6×01.4k18219
81Oct 29, '22We deserve 100bps this week…👇👇1.6×01.4k968
82Jul 5, '22It’s now official—Europe is suffering through an EM crisis. They either hike and save their FX or they hyperinflate and save nothing. Of course those fukwitz can just turn their nu1.5×01.3k13623
83Jun 16, '221) Oil is telling you what you need to know. They threw everything at it this week. 45m of SPR, 75bps instead of 50, melted the market and liquidated CTAs, etc. Oil just doesn’t ca1.4×01.1k14772
84Jul 19, '22When this turns, it will be violent to the upside. So many funds are down huge and if they don’t make it back in 2H, they’re gonna get redeemed. You can’t make it back sitting in c1.4×0955146120
85Mar 15, '20BREAKING: US FED initiates “Project Zimbabwe”1.3×01.1k1978
86Nov 12, '22Not sure how Cohodes keeps catching these scumbags, but he always is ahead of everyone else… Props…🤟🤟1.3×01.1k10673
87Jun 1, '22BREAKING: With CPIs all over Europe going parabolic, the ECB would like to remind the peasants of their official position on inflation…1.3×01.1k16614
88Sep 5, '22View post on X1.3×01.1k14219
89Feb 2, '22Awesome!!1.3×01.1k17321
90Dec 24, '21They’re starting to say the quiet part out loud…1.2×01k14221
91Jul 28, '22Its only a recession if it comes from the Recession region of France Otherwise it's just two consecutive quarters of GDP decline…1.2×01.1k9513
92May 20, '22👇👇1.2×01k13529
93Nov 24, '22How in fuks name are you not in prison??1.2×01.1k573
94Jul 7, '22View post on X1.1×092016910
95Jan 15, '22Anyone know if the volcano bought carbon offsets..??1.1×09428331
96Jan 19, '22How do I short this…??1.1×01k481
97Nov 8, '22View post on X1.0×09449610
98Sep 6, '22View post on X1.0×09181046
99Sep 24, '21Agreed. Time to make congressional insider trading illegal…1.0×0924982
100Oct 13, '22View post on X1.0×0936628

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