R. Patrick Kent (RPK) @RPKent
Portfolio Manager, Hedgeye Asset Management | Co-Founder & Pres, Biophysical Economics Inst | 25+ years Investment Experience | CFA, CMT | Bass Player & BJJ hedgeyeam.com Boston Joined April 2009-
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@lighthousejerry But the market must already know?! 😂
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@another_ju48790 @HedgeyeAI Appreciate the "+" 😂
Always love the opportunity to do the Macro Show with @HedgeyeAI
I will be on the macro show today with @RPKent It is going to be a good one! There is some opportunity out there.
You are free to blow yourself up again. wsj.com/finance/stocks… via @WSJ
Woof. Guarantee someone will tell me to "zoom out"
Game 106 in the 2026 season. Let’s get into it.
You can fool some people sometimes but you can't fool all the people all of the time.
Wall Street’s top prosecutor said his office is looking at possible valuation discrepancies in the private credit marketplace. bloomberg.com/news/articles/…
@LeylaKuni You up for joining the @HedgeyeAM Podcast to talk about it? Would love to have you on with me and @SamofAmerica
Ah, yes. I'm old enough to remember when we were worried about private credit redemptions just months ago... before the oil price rose 40%+. @LeylaKuni
Private-equity firm Partners Group limited redemptions from a flagship private-markets fund because of high demand from investors to get their money back, prompting a sharp sell off in its shares on.wsj.com/4ubMM4a
Dollar up and oil up is bad for global dollar liquidity. Still supportive but weakening at the margin.
@CoffeeandaMike Bread and circuses now just circuses and circuses. Would love to. Let me know.
R. Patrick Kent (RPK) retweeted
Asian refineries aren’t configured for U.S. crude, but it’s what you do in a pinch. One more reason why diesel will be very tight.
Asia Refiners Buy at Least 6M Bbls of US Crude for Sept. Arrival Asian refiners, including those in South Korea and Japan, recently purchased at least 6 million barrels of US crude for loading in July, with cargoes due to arrive roughly in September, said traders familiar with
Game 105 in the 2026 season. Up and at it.
Game 104 in the 2026 season. Head down over the numbers.
@SantiagoAuFund 27 years ago. Fat fingered that.
@SantiagoAuFund To paraphrase Michael Dell from about 37 years ago: at 100% margin the cash on cash return will be positive in 100 years. Makes sense. 😂
R. Patrick Kent (RPK) retweeted
In today's Early Look by @RPKent "The Room Has No Exit": "The Federal Reserve has spent the better part of two decades, and you could argue four decades, teaching markets a single lesson: when in doubt, print. Every crisis was met with liquidity. The balance sheet that once seemed extraordinary became ordinary, and then became the floor."
R. Patrick Kent (RPK) retweeted
You know what may be more alarming? DUC wells in the shale patch are continuing to drain. What happens when that inventory runs out along side of the SPR and commercial crude stock decline.
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