Kuppy @hkuppy
CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN. pracap.com Rincon, Puerto Rico Joined June 2013-
Tweets22K
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Following2K
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Looks like Iran just solved the college debt problem…
Why are guys selling off $VAL on the quarterly $RIG klusterfuk…??
The bull case for #Argentina is an economic reset... But will the Argentinian people be willing to take the pain to get to the other side? @RealDougCasey tells @hkuppy what he sees on the ground... Start your trial to watch: link.kedm.com/DougCaseyHH
The bull case for #Argentina is an economic reset... But will the Argentinian people be willing to take the pain to get to the other side? @RealDougCasey tells @hkuppy what he sees on the ground... Start your trial to watch: link.kedm.com/DougCaseyHH https://t.co/vgRVqHDflO
My girl’s got a thing for pumping uranium🥳🥳
They’ll make it up with volume…
They’ll make it up with volume…
In pod-shop lingo, CCJ is now officially a funder against SPUT Beta. Look at that unwind🤣🤣. They all gonna reverse and buy SPUT vs CCJ, cause mining has zero Beta except at the very start and very end of the cycle. Repeat after me - mining is hard…
In pod-shop lingo, CCJ is now officially a funder against SPUT Beta. Look at that unwind🤣🤣. They all gonna reverse and buy SPUT vs CCJ, cause mining has zero Beta except at the very start and very end of the cycle. Repeat after me - mining is hard…
The American eater keeps winning… @BarbarianCap
The American eater keeps winning… @BarbarianCap
Wondering how to add 9 turns of no-covenant PIK debt and put this into an SPV👇👇
Wondering how to add 9 turns of no-covenant PIK debt and put this into an SPV👇👇
At least we got rid of plastic straws…🤣
At least we got rid of plastic straws…🤣
@hkuppy While Xi Jinping gets ready to take on the CNY shorts…
Sayonara…
Paulo Macro @PauloMacro
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“Wyoming has the uranium to replace Russian imports, and we’re ready to use it.” -ranking member @SenJohnBarrasso
@hkuppy lol. buying both hands - $RIG specifics.. bullish on market outlook. Last quarter with low earnings for $VAL... will see if investors starts to pay attention, and we can close the NAV gap!
@UrTokenCorgi The reason I know this is fake is because it’s actually impossible for the Biden administration to do anything that makes me money
The bull case for #Argentina is an economic reset... But will the Argentinian people be willing to take the pain to get to the other side? @RealDougCasey tells @hkuppy what he sees on the ground... Start your trial to watch: link.kedm.com/DougCaseyHH
What happens when you buy cheap stocks with inflecting tailwinds? Let's look at one example... $ARGT crushing $SPY and $EEM since we first added Argentina to our Thematic Inflection Monitor on 6/4/2023...
@hkuppy Maybe, and we are both physical bulls, so no arguments on that side at all.
The Dude can explain... $CCJ
PSA: There's a lot of alpha buried in podcasts and substacks. @LumidaWealth has started curating the best out-takes from podcasts spanning subjects we have an interest in: Investing, AI, Market, Digital Assets, Health & Longevity. If there's a great pod episode, DM it to…
Best Non-Consensus takes from @Blockworks_ @ForwardGuidance with @hkuppy On Rate Cuts: "I think they are gonna have to raise rates again...and it's going to be a giant mess."
@hkuppy Agreed. We are going to see continued share buybacks with $VAL that won’t happen in a very long time with $RIG more likely further dilution to deal with large amount of corporate debt
@hkuppy Even my puppy gets it and just said. “You will struggle to beat expectations when you buy your product high and sell it for a lot less.”
8 – Going to jail can be a good thing In Monopoly, going to jail is usually a bad thing, and you’ll want to get out as quickly as possible. However, staying in jail can work to your advantage in the latter stages of the game. At this point, the board will be filled with multiple…
TRUMP FOUND IN CONTEMPT OF COURT FOR VIOLATING GAG ORDER
@hkuppy Buying 2.6Mlb at $87.75 ($96.88 from KAP/Inkai) and selling at $57.57.
@hkuppy ‘We’re great at running our business & term contracting is the way to sell uranium. OK, the price has tripled & we’re making losses on previous term contracts & buying in the spot market but we’ll make money at some point in this cycle. Probably!’
The Family has all gathered, and now we await Tim Gitzel's @cameconews $ccj $cco Conference Call ☎️ This will set the tone in the #uranium sector for a long time, or at least until $Kap reports on Thursday. 🤞