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Hugh Hendry Eclectica Profile picture
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12 Nov, 4 tweets, 2 min read
If i could only get higher, I’m sure that I could see @RaoulGMI . He’s got to be out there, somewhere...
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Oh boy you @RealVision guys are gonna be gunning for me when that interview comes out. But watch out cause I’m gonna read all your comments. Hey! I even wore a shirt! Pity. about the buttons...but Tinseltown is in the Rain
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More from @hendry_hugh

Hugh Hendry Eclectica Profile picture
12 Nov
1. Curiosity is different for every person. For some its hate, or joy or fear or jealousy or torture. For me it's peace, it's everything. It's rock, it's roll, it's Nat King Cole...
2. But then I'm probably a sociopath. To some i'm charismatic to others i'm aggressive. I don't make long term plans and i rarely feel empathy.
3. But sometimes i can feel the future. I hope you enjoyed my super long thread on why the US is being held hostage by other sovereign nations. Unable to devalue the dollar and correct for decades of deficits. An exorbitant privilege ? Give me a break...
Read 11 tweets
Hugh Hendry Eclectica Profile picture
10 Nov
1. I tell you what's happening - I'm having one of those days. All set to @RealVision a major hedgie, the guy cancels with an hour to go! Lame to cite trading fatigue. Just how many right decisions do you expect to make in a day? And he's a $ bear and the $ is on its ass.
2. in the bad old days, as my Fund was careering to its end, I remember holding interviews with the legendary @ttmygh and @EricSTownsend and no one was the wiser about my imminent demise. Macro has always been about double or triple parallel plays. Whatever...
3. I was going to ask my prancing tiger how the $ could go lower from here without official US Treasury endorsement? Otherwise, I think it has largely run its course. I know you all cite the exorbitant privilege to print $ money, limitless seignorage, but I don't see it.
Read 25 tweets
Hugh Hendry Eclectica Profile picture
10 Nov
@threadreaderapp I tell you what's happening - I'm having a bad day. Set to @RealVision a major hedgie, the guy cancels with an hour to go! Lame! to cite trading fatigue. Just how many right decisions do you expect to make in a day? And he's a $ bear and the $ is on its ass.
In the bad old days, as my Fund was careering to its end, I remember holding interviews with the legendary @ttmygh and @EricSTownsend and no one was the wiser about my imminent demise. Macro has always been about double or triple parallel plays. Whatever...
I was going to ask my prancing tiger how the $ could go lower from here without official US Treasury endorsement? Otherwise, I think it has largely run its course. I know you all cite the exorbitant privilege to print $ money, limitless seignorage, but I don't see it.
Read 25 tweets
Hugh Hendry Eclectica Profile picture
2 Nov
Over on my instagram account I’m asking how many of you actually have a means of systematically listening to your heart rate and responding to its feedback everyday? But i have to warn you that there is a serious risk that i maybe tripping on day 7 of my juice regime...
But let’s return to the heart of the matter cause I listen to it...The darn thing beats 2 billion times per lifetime, sometimes more, sometimes less... and we do what? We ignore it - more concerned about another organ - wink wink.
Ignorance is bliss? Hmmm...Everyone that runs past me has a strap protecting their knee cause it’s not natural - not to listen to your heart - it’s not natural. And i have to walk when I’m sure i could keep on running further. Humbleness sucks...but cycles are the boss.
Read 16 tweets
Hugh Hendry Eclectica Profile picture
1 Sep
@RobinBHarding @RobinBrooksIIF Hi the 2 Robins forgive me my manners but may i ask if either of you are familiar with any good articles examining the BoJ's brief dalliance with negative policy rates and why they abruptly ditched the policy? It would be a fascinating read.
Personally i think they took way too much flack for the policy and now they seem committed to its opposite. Their ZLB policy looks like one of those long slow suicide notes presumably motivated to restore monetary grace and honour to themselves; tragic and selfish...
Japan has succeeded in lowering expected inflation and duration rates to zero. Well done i hear you say. But what if the notoriously shy and elusive natural rate of interest is below zero? What then? And with tightening fiscal policy -less JGB issuance and a desire to raise taxes
Read 4 tweets
Hugh Hendry Eclectica Profile picture
23 Aug
@LukeGromen What do i have to do to have a peaceful Sunday? You know that your incessant China and oil import thesis drives me crazy. I maintain that you are better than this but for whatever reason you are drawn back to it endlessly. The $ reserve status is a blessing to China
I'll never get this China oil thing of yours. Oil is not that high; neither price nor imports as % of china GDP. China can buy oil however they want to but the pricing of oil is global and will be set exactly the same way. We ain't changing the world because of oil.
I don't get your US entitlements issue. They're clearly too high; old folks have accrued an unsustainably high share of future GDP through dubious politics. But a weak $ and neg real rates make that unsustainable claim easier to meet today The rest is for the politics of tomorrow
Read 15 tweets

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