Former global macro hedge fund manager distilling market insights via his alter-ego, the acid capitalist Media https://linktr.ee/acidcapitalist
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 537 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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hughhendry.substack.comLatest Issues
what if the bond vigilantes are looking at the wrong country?
stan druckenmiller, scott bessent, china, and why the wrong balance sheet may be breaking
the gunslinger’s error.
general admission
postcards from montauk
preface.
five people in the world understand money.
the rest write about it...
the british empire once discovered that the fastest way to get more cobras was to pay people to kill them. they’d offered a bounty for every dead snake in colonial india, a reasonable intervention on its face, th...
monetary viscosity.
the fed can clock the speed of money. it’s much less useful when the transmission is jammed.
the glass in a medieval cathedral is technically a liquid. nobody mentions this because it ruins the experience, but it is: glass has no crystalli...
confession day.
stan just published his 2q 13f.
on the forty-fifth day. at the end of the last hour of the last day the securities act provides, druckenmiller’s q2 13f dropped. not early. not voluntarily. on the final tick of the permitted disclosure peri...
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Authors
The writers behind this newsletter.
Hugh Hendry exposes the fragility of genius, thriving on dissonance and the involuntary actions of markets. Known as the acid capitalist, he embraces paradox, seeking absurd truths while finding tranquility in the chaos, living in serene St. Barts.
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