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Hugh Hendry Eclectica Profile picture
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8 Oct, 9 tweets, 2 min read
Rust Bucket..?
Me? You?
A penny for your creative thoughts?
Melancholic moi?
Who you doing?
Remember, I LOVE YOU...
Perhaps, or moving on, I promise I've not been drinking, I've been reading Virginia Woolf's Mrs Dalloway. My new bestie, Angus Fletcher, the wisest men are not on Twitter... inspired me to hallucinate via literature. "Just how far would you go to enhance your returns?", he asked?
Woolf suffered from mental illness and used reading to comfort herself. I’m doing it to hone my ability to imagine tomorrow...
I don't know why, but this passage left it's mark; it wouldn't go away no matter how i rubbed and scrubbed. I fear it reveals too much about my psyche...
Madam Woolf wanted us to know the psychiatric benefits of experiencing our own freedom and in writing this she created a sensation of psychological freeness - neurochemical cascades for the weekend anyone? Puff on some great literature this weekend to boost your returns...
Hope you got the Angel Heart reference at the end...
And if it doesn't upload checkout Instagram feed
But remember, I will never DM you out of the blue. That's only the work of crooked pranksters. Keep your money safe.
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More from @hendry_hugh

Hugh Hendry Eclectica Profile picture
5 Oct
Patience will be rewarded when investing in China. I did warn you that the big guns would come out with reassurance in our financial pages. They need you ! They need naivety. They need your commitment to buy and keep them wealthy. But, hey, remember, no gloating...
Nice stat Aug 2001 (when series begins) to 2021, the MSCI China Index annualised total return 12.3 %, SPX 9.3 %. And the winner is..? Not so sure...is it appropriate to compare 2 countries at very different points in their development?
SPX achieved the same returns 1910 ish to end 1929 - a period marked by a world war but when all the ducks aligned for the US v RoW. 15% if you exclude the WWI and just take the roaring 1920s. So hmm...alright but there's no WoW factor. This ain't proof of anything.
Read 8 tweets
Hugh Hendry Eclectica Profile picture
29 Sep
Hey @ToStRo you see FT Lex today ? Confirmation of our collateral hypothesis. "Banks are wary. The private banking units of Citigroup and Credit Suisse have reportedly assigned a zero lending value to Fantasia’s bonds. They do not accept the bonds as collateral." Tip of iceberg
A Nomen is an Omen...remarkable how consistent the trend for silly named stocks to go wrong...would you invest in a property co called Fantasia ?? I remember shorting a Swiss tech stock called Miracle; was a miracle they ever listed in the first place...
Long China Sovereign and Short Property seems the ultimate Xi trade of long the CENTRE and short the LOCALS ONLY.
Read 14 tweets
Hugh Hendry Eclectica Profile picture
22 Sep
Evergrande is this week's FinTwit Dopamine, less credit expansion and global gdp growth will be its legacy...
Invigorated fascist regime intent on rolling back capitalism, hammers its best wealth creation engines, outlaws credit scoring and now has to ponder whether to sacrifice its absurd GDP growth targets as they deal with an over indebted property sector. I'm loving their quandary.
Do they continue to purge capitalism (beat the winners) and bail out the property sector (support the losers) all paid for in ordinary Joe wages that seem too low. Is a losers' bail the ultimate rejection of the free-market system? Puff on that Xi...and your Princes of the Yuan.
Read 26 tweets
Hugh Hendry Eclectica Profile picture
20 Sep
Spoke with @ToSsRo today and we're thinking that a different strategy is needed for China. It's amazing that western investors stand charged of trying to buy the dip in Chinese tech rather than considering the possibility that things could actually be bad-ass this time.
This could be it - the sum of all our China fears. A few years ago everyone would be gagging to go short! The move away from free markets PLUS a simultaneous property market swoon. Is this the event that everyone prophesied only to give up waiting for?
Soros reveals his fears - the godfather of macro roars and today's investors yawn ! I bet he's huge short the CNH. This year's RMB rally didn't quite stack up. And then the tic data show 2 consecutive months of o/seas selling of US Ts. This rarely happens. This is 2008 territory
Read 16 tweets
Hugh Hendry Eclectica Profile picture
13 Sep
Groundhog Day. Same airport, same plastic chair. Time for another airport adventure. Did I tell you about my misfortune in 2019? I was visiting my ailing parents in Glasgow having travelled from Paris. On the return, I left my phone in the car that delivered me to the airport.
I had to commandeer an other phone from a hapless bystander. Needless to say, phone was recovered but time was a squeeze. Now Scotland ain't the Caribbean. I find it officious and pernickety. It was full disclosure at the security gate. All toys demounted and displayed.
Amazing the sheer volume of brickbats that you must reveal to the State. I was agitated, some might say perturbed by the shrinking time corridor to catch my Paris flight and taste redemption. I didn't pay particular attention re-packing my gear back into my hand luggage
Read 13 tweets
Hugh Hendry Eclectica Profile picture
12 Sep
Ok, bored @ SXM airport. I’m heading back to London to hang out around the groovy confines of portobello road.
I guess the thing that most disturbs me about modern life is the willingness of the many to obey to the strictures of the few…probably I’m selfish.
Eg…here security is ridiculously mendacious. I never remove any pcs, iPads, toiletries blah blah and they never notice…go figure. It’s a calculation of mine borne from observation
Read 7 tweets

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