Barely Investible Capital Management Ltd @LowAlphaHighVol
Hedge fund allocator on an island. Got 99 problems but backtested returns ain’t one. Heard and McDonald Island 🐧 Joined August 2019-
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@gurgavin Honestly the copper company in Peru might be the better stock
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@AJButton2 How has it worked out for Alibaba?
@atc6955 @EdmundSimms Searching. Will report back.
Gm from white picket fence America 🇺🇸
@JohnLeFevre This has Dubai written all over it
@capitalatrisk23 Nah I’m blending in full on Americana - MAGA hat or purple hair wig, whatever is required
@HayekAndKeynes @PegasusFund What ROI data do you see?
@onchainrapist @based16z Seems conservative
@0yveyy I know some of those masochists, don’t get why they like the pain so much
Just when I thought it was getting late...
@WaterworldCapi1 Definitely not Gen Z
@PAtrading100 Possible yes. But for the entire AI supply chain having the US and China build out two full separate stacks is a huge boon. Also, have any thoughts on $GDS ? Should be great news for them no?
Wow. That’s some serious commitment. Not a good era to be bearish AI. Goes on to say: “The idea is to rely on local suppliers including Huawei Technologies Co. for at least 80% of technology such as AI chips, effectively squeezing out $NVDA and $AMD”
@zephyr_z9 Glad I bought the NCI dip then
Barely Investible Capital Management Ltd retweeted
Idorsia refinanziert Schulden und verlängert Liquiditätsreichweite brnw.ch/21x3bWl
@BowTiedBull No, it tells you that inflation for the elite has been much much higher than for the poors, if anything we should have a moment of silence for their suffering and consider some govt support for the elite.
@BrianTycangco Even one of the best-governed developers in the Philippines can't escape a de-rating when the jurisdiction, the cost of capital, and the flow picture all move against it.
@TheStalwart Asian family offices are touting it
@tphuang Well, we had a good run
Barely Investible Capital Management Ltd retweeted
Barium Titanate consumption will go up a lot more Check out NCI as well
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