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 | 544 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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a bond with a beautiful view.
the principal sleeps like a dead pope.
a preface, written after the fact
the gun that fires backwards.
kevin warsh raised rates to prove he could. the same quarter-point may become his permission to cut.
preface.
there will be fucking blood.
the chart may be right. the trade can still be wrong.
a note before you begin: i think this is the best paper i’ve ever written.
the fiscal war.
how america is embedding demand for its debt inside the digital economy, and why bitcoin is the trade hiding in the plumbing.
the american fiscal position, the monstrous structural deficit, doesn't get resolved. it gets rerouted.
the nausea.
𝚘𝚗 𝚗𝚘𝚔𝚒𝚊, 𝚍𝚎𝚎𝚙 𝚍𝚛𝚊𝚠𝚍𝚘𝚠𝚗𝚜, 𝚊𝚗𝚍 𝚠𝚑𝚢 𝚝𝚑𝚎 𝚝𝚛𝚊𝚍𝚎 𝚝𝚑𝚊𝚝 𝚌𝚑𝚊𝚗𝚐𝚎𝚜 𝚢𝚘𝚞𝚛 𝚕𝚒𝚏𝚎 𝚠𝚒𝚕𝚕 𝚙𝚛𝚘𝚋𝚊𝚋𝚕𝚢 𝚖𝚊𝚔𝚎 𝚢𝚘𝚞 𝚑𝚊𝚝𝚎 𝚒𝚝 𝚏𝚒𝚛𝚜𝚝.
preface: most of you are going to read what follows...
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Authors
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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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