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Kuppy
@hkuppy
CIO of Praetorian Capital. Kuppy’s Korner blog at pracap.com Tracking Event-Driven strategies at kedm.com. Opinions/not investment advice.
Rincon, Puerto Rico
Joined June 2013
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    I’m sure that most of you will hate this one and disagree with me, which is why I’m probably gonna be proven right…👇👇
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    25 years ago, this was called “round-tripping” and was considered illegal. After investors suffer $trillions in losses, it will probably be considered illegal again…
    Breaking down the AI deals between $NVDA, $AMD & OpenAI
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    Richard Moglen
    TraderLion
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    The coup was succeeding, until it got Cramer’d. Almost to the minute…
    Readers added context they thought people might want to knowReaders added context
    There is no evidence of @jimcramer ever tweeting this. twitter.com/jimcramer?s=21
    Context is written by people who use X, and appears when rated helpful by others. Find out more.
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    Typical 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 tweets that the laws are rigged, since he cannot tariff Arizona. Mentally scroll the portfolio for
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    Bonds are about to seriously break shit, and you are all totally unprepared…
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    Recessions are now racist. Guess we can’t have one…🤷‍♂️🤷‍♂️
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    While 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…
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    We deserve double digit interest rates…👇👇
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    Q4 German industrial activity…
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    Look… 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 vote for Trump. I’m officially endorsing Trump. He’s a VERY flawed asshole, but he’s not Kamala…
    The great and powerful @elonmusk. If it wasn't for him we'd be fucked. He makes what I think is the most compelling case for Trump you'll hear, and I agree with him every step of the way. For the record, yes, that's an endorsement of Trump. Enjoy the podcast
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    1) 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 trillions in money printing would create inflation.
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    This 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 to be following this and many other legal paths. Once one goes to jury, the floodgates open…