Pinned
Capital Valor
8,503 posts
Capital Valor
@CapitalValor
Institutional investor (single name moves mentioned are in my private book). Value focus.
Joined April 2020
- Frankly discouraging to live in this Golden Age of Grift. I was looking forward to a new inspiring administration. If they’re gonna use their power to simply rug pull the common man, then it’s intensely depressing. This is worse than the swamp they supposedly wanted to drain
- I'm up 35x on gold LEAPS. Getting crazy. 35x not 35% to be clear...
- So you’re telling me this guy outsmarted the entire industry to find hundreds of millions of arb value trading sanctioned oil… and this is all legal? LolChristopher Eppinger kept trading Russian oil when sanctions meant others stopped. 'I’m not ashamed of anything that I’ve been doing. I’m not scared to tell the people that the source of my business was Russian oil,' he tells the FT on.ft.com/3WL3tFu
- CEO of Nexans, massive copper consumer, says in French press he is very worried about copper in next few years. Says we will run out and will have to fight for what’s available. 🤯
- Fintwit now… Sunday — Citrini most read article on Bloomberg Tuesday — Cluseau moving a multibillion company by 100%+ at open.
GIF - Lots of small caps going no bid. Got filled on a number of orders at big discounts. This is crazy. Indices don’t tell the story but under the hood there is big pain.
- Is Cluseau literally driving a short-squeeze in $KSS? Our small Fintwit circle now moving multibillion companies? Wild
- EU preparing a summit with China. EU dropping tariffs on Chinese EVs EU citizens with visa free access to China. You see where this is going…
- Some perspective on China. The end 🤯
- $TRUMP down 15% in last hour with tons of coins crashing. Would be funny if 47's bold scam was the top in Ponzi land.
- Interesting letter by new Treasury Sec. Scott Bessent scribd.com/document/70302… Important statement here re FX: "A weak dollar and plentiful, cheap energy could power a boom. The current Wall St consensus is for a strong dollar based on the tariffs. We strongly disagree."
- Chris Wood baffled, as I am, by dynamics in the Philippines. Market getting cheaper and cheaper, foreign money exiting, companies buying back more shares, economic growth accelerating, rates going down. Mad… tough to be early and wrong on this theme.
