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Hugh Hendry Eclectica Profile picture
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6 Mar, 7 tweets, 2 min read
Sunbathing in a building site...why not?h
Plus I should mention that we published the latest confessions podcast yesterday
or you can listen to the thing at...

buzzsprout.com/1017043/8084063
I think @writes_sweeney is the real Trainspotter and this is becoming much more entertaining and you might learn something.
I discuss the art to buying really lousy companies and sometimes the transformation from slugs to butterflies. Also a stab at buying lowly rated banks. My Price-to Sales methodology. Replicating JMK in a deflationary environment shorn of profits.
I've taken a slice for you - perfect for you up and coming superstars of tomorrow...but visit me over on Youtube and I'll respond to your questions. I'm thinking of doing a live cast on Monday if we have enough questions.
dropbox.com/s/0ss81aby5l73…
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More from @hendry_hugh

Hugh Hendry Eclectica Profile picture
7 Mar
There was a time when i thought that to speculate you had to be a nihilist set on destruction - tu consens ou plutôt aspires à ta ruine?? That you had to yearn for your own demise..? Hold on..? Perhaps I succeeded?
I got to thinking like this owing to some scrapes with death when i climbed Big Mountains. I can recall the perilous position of climbing steep ice gradients many thousands of metres high in the French Alps.
You would leave the mountain hut at 2 am high on adrenalin with your flickering head torch and ice picks. Boy, did nature reveal its majesty and glory at those moments when the sun began to tentatively rise and spread a glimpse of the new day across the inky black horizon.
Read 26 tweets
Hugh Hendry Eclectica Profile picture
6 Mar
Back in the day, some amazing institutions would give me $100m clips to invest. They would do a ton of due diligence. They asked so many questions but I always thought they missed one crucial question. What were you listening to at the age of eleven?
Me? I loved the first album of Adam and the Ants. It was the bridge between Punk and the age of the New Romantics. I was hooked. Watch the video of Kings of the Wild Frontier...i so wanted that jacket !
To understand the man you need to consider what they listened to as a child in those formative years when the brain cells fuse together. And remember, that "below those dandy clothes you’re just a shade too white"...
music.apple.com/gb/music-video…
Read 4 tweets
Hugh Hendry Eclectica Profile picture
27 Feb
Looking back, i constantly bang myself for spening too much time living in the future - what the legendary James Dines referred to as a lower state of being, a dog of doom perhaps? When everyone knows that the greatest wisdom comes from being in the present, the yogi Ohm...right?
Fake Bono...
Better a life spent wrestling with reality, in the here and now, rather than conspiring with an imaginary hypothesis? But then i read Schopenhauer again and as a committed fantasist my spirits soar, for he reminds me that you might call this celebration of NOW a common falsehood
Read 12 tweets
Hugh Hendry Eclectica Profile picture
20 Feb
I have a new collaborateur with the podcast - Chris Sweeney - author and journalist - he speaks an even more impenetrable version of the Scottish accent than I do - altho his is more authentic and looks like Spud from Trainspotting.
We want more listeners - not just you lot - altho I do love you all dearly...we've just posted a recap of the first 6 months of my hedge life on the usual podcast sites and here
He made me chose between Coldplay and the Cheeky Girls -not an easy choice with my Iggy Pop sensabilities. But with Chris on board I'm hoping to pop these pods out every Friday.
Read 5 tweets
Hugh Hendry Eclectica Profile picture
19 Feb
Dawn of Chaos, anyone? I ripped my conversation from Bloomberg last June when i was gripped by Dengue fever and it seemed to rhyme with recent grotesque events this year.
To repeat what i said in that paper ,which is available if you visit hughhendry.com, I warn you that it’s the febrile world of psychology and shifting expectations that matters more than the Fed and its reserve printing...
That it’s the mood of society that ultimately unleashes the inflationary genie from the bottle, not these huge inert central - banking reserves - nor BTC revaluing from zero to a trillion
Read 9 tweets
Hugh Hendry Eclectica Profile picture
15 Feb
@RanaForoohar I feel moved to reach out to you directly following your article in today’s FT. I’ve invested a huge amount of my life to reading this newspaper.  The FT means something. It has standards to uphold. I recognise that criticism can be viewed as petty and lazy...
But I feel no one is left to protect my sensibilities. I’m seeking well thought out, robust and contentious thought pieces. This most certainly was not.
Public criticism sucks; trust me I know...So let me reverse tack. I congratulate you for having the passion and desire to commit something to print. I think the problem rests more with those you cite and who seem to hold sway over your opinions.
Read 5 tweets

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