Quite you say? I’ll give you quite. I don’t do cheesy music. When I’m pounding the sand burning off the tequila and the virus I’m listening to Mr Motivator by IDLES...here’s what I hear
Repeat after me
I am I
And I intend to go go go
Like Conor McGregor with a samurai sword and roller blades Like a hedge funder declaring he’s morally and intellectually bankrupt on his sunny Caribbean island
How d’you like them clichés???
Now turning to end of week stuff. Don’t stop the game and don’t protect #hedgefundelite. Buying crappy co.s and bidding them to preposterous valuations is almost DaDaism and the kind of nihilism you find around fin de siècles or at least in The Joker movie.
But more’s going on. These stocks ain’t random. They all conform to patterns of absurdity that i professionally engaged in. I posted examples on my insta account this week. And shorting Nokia - Mr douche bag Hedgie - to buy Ericsson is just lame i.m.o
gamestock is like someone studied the Netflix transformation from vendor of videos from a vending m/c to global digital platform and went hmm...I could spin that? The fable of the dumb jocksters is cute...but maybe disingenuous
They’re using my, and other’s, charting skill set. As you may or may not know, I’m a sucker for stocks that have endured bear markets. Where memories are long and unforgiving. I love when they scrape along the bottom of the screen for decades.
But i especially love it when they flicker into life and stop recording absolute price lows and start taking out 3/5/10 yr price highs. I always buy a little. Like Jesse Livermore, I just want to know what it feels like to own the stuff discarded by the many.
I bought some Nokia last May or so. I was intrigued by the take-down of Huawei. I knew there was going to be a huge 5G capex cycle and that the industry had consolidated. I knew that related stocks with proximity to 5G spending all looked identical - that’s all i knew.
That something’s brewing...
This was my investment idea. It could have been my submission for my hedge fund game if you could ever persuade me to start it. You could find these chart patterns. You could tell me the narrative. I would give you my opinion in return.
Nokia surged $4 to $10 in a day and many claimed the sun was going to burn out. BTC from 10K to 40k, not in a day, but rapidly and wise men said all is well. I don’t see the difference. If BTC ever hits 25k before making new highs I’ll buy some just as happily as i buy other shit
And yes it’s preposterous to look at charts and Nokia ain’t never going to challenge that all time high but here in SBH i like to dine in busy restaurants - good stuff tends to happen. Or maybe this is the bell ringing and my insolvency awaits... How you like them clichés...

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More from @hendry_hugh

28 Dec 20
Ok...let's do this. I'm going to start a live cast in 2021. I'm inviting you to present your best trade idea at my investment strategy committee. I'm going to be helped and assisted by my former investment partners Tom Roderick and George Lee
Want to become an eclectica investment analyst? You got to have an idea, think Peter Lynch and One Up ON Wall St. To apply you have to subscribe to youtube.com/channel/UCs4X8…
Then you got to submit your idea on the contacts page of my website hughhendry.com/contact/
Read 7 tweets
18 Dec 20
I’ve been reading and thinking again...
A stylish person is consciously concerned about their appearance and tends to conform to the latest fashion.
Style however is unconscious, many prefer timeless.
I spent my youth literally sifting through inventories of timelessness seeking a path to leave my grey world behind

Style was a way of existing, a life full of possibility, of everything that life can afford, of everything that I lacked at the time. I made a pact with myself.
Read 20 tweets
15 Dec 20
OK, what's your diagnosis of my metaphysical disease?
You know the story of the little boy pretending to be an explorer, then a lion, then a pirate, then simply himself...a little boy??
Not content with that he transports himself into the future where he’s a grown up. Later still he sees himself as an old man. The kid gets startled and comes to... but then he remembers that it had all been a game of make believe from the very beginning. You get it..?
Read 10 tweets
8 Dec 20
Do not adjust your mind - the fault is in reality...
oh boy am I excited to discover R.D. Laing...why did it take me so long? Ronny was a redoubtable intellect from my birth city and rocked the world of psychoanalysis in the late sixties and was at the centre of the counter culture in the US. He's my new hero.
Understanding madness, existential philosophy, mysticism and poetry - who needs the first call from an investment bank?? The edge can be found elsewhere in abundant supply if only you are fearless...
Read 8 tweets
4 Dec 20
Talk about a bad trade - going up against the Mother Teresa of macro fin twit on @RealVision I'm talking about @LynAldenContact Maybe its the London weather, I miss St Barts already, but what a bunch of whiners over on the comments page at RV. Get real guys, this is macro!
Let me explain the set-up. We wanted to offer a glimpse of how the real world operates. Hedge fund managers responsible for billions of $s are typically alpha types, time pressed and egocentric. Presenting your best idea to that bunch is a tortuous task - a swim or drown affair.
Lyn is a disciplined investment analyst. She's cultivated a cautious and scholarly reputation. Good on her! Her challenge was to present to me as though I was one of those big swinging managers. I played it for real. I played it hard. I don't crave your love; I'm a sociopath...
Read 12 tweets
2 Dec 20
No, that's not my Christmas Tree...
If monkeys pick bottoms how do you pass your day? Me? i speak with great minds like Raoul Pal. He's kindly allowed me to share our latest RealVision conversation on my youtube channel.
Read 7 tweets

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