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Hugh Hendry Eclectica Profile picture
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4 Jun, 9 tweets, 2 min read
I’m thinking of what to do next...
I’m reading a new book. Can you guess it? I’m going to quote it over the next few tweets.
Ready? Débauchée - one who’s so earnestly pursued pleasure that he’s had the misfortune to overtake it...I think that I suffer from this condition
But first I got a new confessions to release Friday on my YouTube channel youtube.com/c/HughHendryOf…
This week I talk with Benedict Evans on the current internet landscape - is it too early to tokenise knowledge ? Can macro navigate the www?
Regardless, I’m loving the equity bubble that allows you to buy household names like Ford at prices which last prevailed in the 1990s.
Throw in a promised good product - their electric truck sounds just the ticket to take their stock price to the present...
What think you @ToStRo ?
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More from @hendry_hugh

Hugh Hendry Eclectica Profile picture
4 Jun
It's Friday and so time for another of my confessions series. This one is different. It's inspired by recent convos with @RaoulGMI which caused @ToStRo to recommend that I read @benedictevans ben-evans.com/presentations
How can I describe it? Well I drove to the health food store today streaming the wonderful KXLU - so I'm driving and listening and its the French Caribbean vibe and the radio station is broadcasting from close to LAX airport and its playing Engelbert Humperdinc's Lesbian Seagull
This week's show is a bit like that...I mean who writes that? "Fly with me, lesbian seagull To my little nest by the sea I know I can be strong when you're with me" And YouTube is so prudish, so I elected instead to call the pod, Is it Possible to Tokenise Knowledge?
Read 12 tweets
Hugh Hendry Eclectica Profile picture
31 May
How to become a trader? Don't believe there are legit training courses - they're all looking to skin you for a bit of money - fiat or otherwise. There as useful as diets.
Be passionate. Read. Read a lot. Do it at night under the covers with a torch. Read about Jesse Livermore - dabble a little - get your hands dirty. But start really small cause you're gonna get it wrong. Don't believe the contrary. You gotta get it wrong to get it right
Keep trading notes. I'm doing this for X/Y/Z. Examine your ex post babbilings with your ex ante rational self... Read interviews about traders - jack schwager started it off. Read how to use Japanese candlestick charts -RV is cheap and excellent - pros and the rest use it
Read 6 tweets
Hugh Hendry Eclectica Profile picture
28 May
Here's why you should watch this week's instalment...
Hedge fund manager, Hugh Hendry, again invites his former colleague, @ToStRo , to review his 3D macro thought piece. De-Carbonisation. De-Globalisation. Demographics. Macro has changed!
The Acid Capitalist, Hugh, explains how the Fed and it's put on bonds and equities will become the government floor on the price of carbon. You need to understand this now...
Read 8 tweets
Hugh Hendry Eclectica Profile picture
26 May
Hey @karinnanobbs and @amberjae93 forgive me the very public intrusion but you ladies rock! I loved your contribution to this businessoffashion.podbean.com/e/what-the-nft…
You are so far ahead of us. Would you consider recording something with me on my channel? I want to document my efforts to tokenise my community on my YouTube channel. I own a couple of truly beautiful houses and I'm thinking them too and the launch of the family fashion brand.
But more than that, I want to tap into and share your command of this zeitgeist...would you do that for me? You think you could bring me up to speed? If so there is the DM option or my contact page at hughhendry.com. I just know we could gain so much from you both...
Read 4 tweets
Hugh Hendry Eclectica Profile picture
21 May
Confessions Part XX Is Bitcoin going to a Million Dollars?

Hedge fund manager, Hugh Hendry, invites his former colleague, Tom Roderick, the manager of the Trium Macro Hedge Fund, to review this week's crash in cryptocurrencies.
They draw parallels with the tech bubble of the late 90s and the pyramid of leverage that lay behind the housing bubble in late 2006.
They discuss bitcoin's coming of age. With values soaring past one trillion dollars, crypto is no longer a cheap out-of-the money call option on currency debasement.
Read 11 tweets
Hugh Hendry Eclectica Profile picture
14 May
I'm incognito hiding my appearance for this week's podcast because I'm taking on the wrath of the BTC community. Love to all - now give us a good spanking so we can reload positions in the 30,000s. I'm really stoked on the opportunities to make money right now.
So many stocks are screaming EPIC BULL MARKET. Gold has endured a super correction. Time to reload. I'll discuss / review next time.Silver, uranium, big miners like Billiton and Rio look v sexy. This is the final explosive Third Act for the commodity complex. You need OTM calls.
But China? It's not rallying...maybe I'm being super cautious and the charts are still hanging on (just!) and they've come back +20%. But those Princes of the Yuan might they just dare to remove the credit lube?
Read 13 tweets

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