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Hugh Hendry Acid Capitalist TV Profile picture
@hendry_hugh
Feb 8, 2022 • 6 tweets • 2 min read • Read on X
Scrolly
You know what they say about men with big desks..? Image
Golden Flutters? Golden Rubble? Barney Rubble more like...
Delving back into this week's pod and my Vlad ire...
Barcharts.com How's that plan working out?
buzzsprout.com/1017043/100141…

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More from @hendry_hugh

Hugh Hendry Acid Capitalist TV Profile picture
Jan 21
𝟸.𝟹 𝚙𝚎𝚛𝚌𝚎𝚗𝚝 𝚞𝚜 𝚐𝚛𝚘𝚠𝚝𝚑 𝚒𝚗 𝟸𝟶𝟸𝟼 𝚝𝚑𝚎𝚢 𝚜𝚊𝚢
𝚜𝚝𝚎𝚊𝚍𝚢
𝚛𝚎𝚜𝚙𝚘𝚗𝚜𝚒𝚋𝚕𝚎
𝚌𝚊𝚕𝚖𝚒𝚗𝚐

𝚝𝚑𝚎 𝚜𝚊𝚖𝚎 𝚙𝚎𝚘𝚙𝚕𝚎 𝚠𝚑𝚘 𝚗𝚎𝚟𝚎𝚛 𝚜𝚎𝚎 𝚊𝚗𝚢𝚝𝚑𝚒𝚗𝚐 𝚌𝚘𝚖𝚒𝚗𝚐
𝚒 𝚑𝚎𝚊𝚛 𝚘𝚝𝚑𝚎𝚛 𝚗𝚞𝚖𝚋𝚎𝚛𝚜 𝚗𝚘𝚛𝚝𝚑 𝚘𝚏 𝟺

𝚒 𝚍𝚘𝚗𝚝 𝚔𝚗𝚘𝚠 𝚒𝚏 𝚝𝚑𝚊𝚝'𝚜 𝚛𝚒𝚐𝚑𝚝
𝚒 𝚔𝚗𝚘𝚠 𝚒𝚝 𝚒𝚜𝚗𝚝 𝚝𝚠𝚘. 𝚜𝚙𝚘𝚝. 𝚝𝚑𝚛𝚎𝚎.
𝚢𝚎𝚜𝚝𝚎𝚛𝚍𝚊𝚢 𝚛𝚎𝚖𝚒𝚗𝚍𝚎𝚍 𝚢𝚘𝚞 𝚘𝚏 𝚜𝚘𝚖𝚎𝚝𝚑𝚒𝚗𝚐 𝚎𝚕𝚜𝚎
𝚝𝚑𝚎 𝚒𝚗𝚟𝚎𝚜𝚝𝚖𝚎𝚗𝚝 𝚌𝚕𝚊𝚜𝚜 𝚒𝚜 𝚗𝚘𝚝 𝚠𝚒𝚝𝚑 𝚢𝚘𝚞
Read 8 tweets
Hugh Hendry Acid Capitalist TV Profile picture
Nov 21, 2025
ᴍᴏꜱᴛ ᴘᴏʀᴛꜰᴏʟɪᴏꜱ ᴅɪᴇ ʙᴇꜰᴏʀᴇ ᴛʜᴇ ꜱᴛᴏʀʏ ᴘᴀʏꜱ ᴏᴜᴛ

ᴛʜɪꜱ ᴇᴘɪꜱᴏᴅᴇ ɪꜱ ᴀʙᴏᴜᴛ ꜱᴜʀᴠɪᴠɪɴɢ ʟᴏɴɢ ᴇɴᴏᴜɢʜ

ᴛᴏ ʙᴇ 10x ʀɪᴄʜᴇʀ, ɴᴏᴛ ᴅᴇᴀᴅ☠️
10x ʀɪᴄʜᴇʀ ᴏʀ ᴅᴇᴀᴅ ☠️
ᴛʜᴇ ᴍᴀᴄʀᴏ ᴘʟᴀʏʙᴏᴏᴋ ɪꜱ ꜱɪᴍᴘʟᴇ:

ᴄᴀꜱʜ (ʏɪᴇʟᴅ + ᴄᴏʟʟᴀᴛᴇʀᴀʟ)

ᴛᴇᴄʜ (ɢʀᴏᴡᴛʜ)

ʟᴏɴɢ ᴛʀᴇᴀꜱᴜʀɪᴇꜱ (ʀᴀʀᴇ ᴀɢᴀɪɴꜱᴛ-ᴛʀᴇɴᴅ ʜᴇᴅɢᴇ)

ᴀʟᴛꜱ: ɢᴏʟᴅ, ᴘʀɪᴠᴀᴛᴇꜱ, ᴘʀᴏᴘᴇʀᴛʏ, ᴄʀʏᴘᴛᴏ (ᴄᴏɴᴠᴇxɪᴛʏ)

ᴏɴᴇ ꜰʀᴀᴍᴇᴡᴏʀᴋ, ꜱᴇᴄᴜʀᴇ ɪɴ ᴀɴʏ ᴄʏᴄʟᴇ.
Read 5 tweets
Hugh Hendry Acid Capitalist TV Profile picture
Oct 30, 2025
🇦​​🇨​​🇮​​🇩​ ​🇧​​🇷​​🇪​​🇦​​🇹​​🇭​
ᴛᴏᴅᴀʏ'ꜱ ᴘᴏᴅᴄᴀꜱᴛ ᴀɴᴅ ɪ ᴄᴏɴꜱɪᴅᴇʀ ᴛʜᴇ ꜰɪꜱᴄᴀʟ ᴍᴏɴꜱᴛᴇʀ: ʜᴏᴡ $13 ᴛʀɪʟʟɪᴏɴ ᴏꜰ ᴅᴇꜰɪᴄɪᴛꜱ ᴛᴜʀɴᴇᴅ ɪɴᴛᴏ $200 ᴛʀɪʟʟɪᴏɴ ᴏꜰ ᴀꜱꜱᴇᴛ ɪɴꜰʟᴀᴛɪᴏɴ
ᴄʜɪɴᴀ ʙᴜɪʟᴛ ᴛʜᴇ ꜰᴀᴄᴛᴏʀɪᴇꜱ.
ᴀᴍᴇʀɪᴄᴀ ᴘʀɪɴᴛꜱ ᴛʜᴇ ᴛʀᴇᴀꜱᴜʀɪᴇꜱ.
ᴛᴏɢᴇᴛʜᴇʀ ᴛʜᴇʏ ᴄʀᴇᴀᴛᴇ ᴀ ꜱʏꜱᴛᴇᴍ ᴡʜᴇʀᴇ ᴄᴘɪ ꜱᴛᴀʏꜱ ᴄᴀʟᴍ ᴡʜɪʟᴇ ᴇᴠᴇʀʏᴛʜɪɴɢ ᴇʟꜱᴇ ʟᴇᴠɪᴛᴀᴛᴇꜱ.
ᴅᴇꜰɪᴄɪᴛ ꜰɪɴᴀɴᴄɪɴɢ ᴅᴏᴇꜱɴ’ᴛ ʟɪꜰᴛ ᴛʜᴇ ꜱᴜᴘᴇʀᴍᴀʀᴋᴇᴛ ꜱʜᴇʟꜰ.
ɪᴛ ʟɪꜰᴛꜱ ᴛʜᴇ ʙʟᴏᴏᴍʙᴇʀɢ ꜱᴄʀᴇᴇɴ.
ᴇᴠᴇʀʏ ꜰɪꜱᴄᴀʟ ᴅᴏʟʟᴀʀ ᴀᴅᴅꜱ ᴛᴏ ᴘʀɪᴠᴀᴛᴇ ɴᴇᴛ ᴡᴇᴀʟᴛʜ ᴀɴᴅ ᴛʜᴀᴛ ᴡᴇᴀʟᴛʜ ᴄʜᴀꜱᴇꜱ ᴀꜱꜱᴇᴛꜱ.
Read 10 tweets
Hugh Hendry Acid Capitalist TV Profile picture
Sep 7, 2025
Most of you are wasting your lives chasing noise.
Indicators. News. Narratives.
Here’s the only card worth keeping by your screen.
Simple. Brutal: The Acid Trade Playbook Image
First, look at the trend.
Second, measure the risk.
Third, know your exit before you enter.
If you can’t do those three, you have no business pressing “buy.”
Test one fact. Just one.
Not a hundred signals. One line that can break your story.
If it doesn’t hold, walk away.
Read 13 tweets
Hugh Hendry Acid Capitalist TV Profile picture
Apr 25, 2024
The Kobayashi Test

Risk assets are on a tear
Sure, there's a pullback
But the huge global carry from borrowing depreciating yen and buying US assets is in its ascendancy
The Fed is trapped by US growth
Ignore the aberration of today
The fiscal spend is baked in
It's a known entity that will underwrite US GDP into 2027
High US rates flood capital markets with the world's speculative capital
Sends asset prices to the stratosphere
The rest of the world (RoW) needs lower rates
ECB cuts will accentuate the draw into US markets
Inflate risk asset prices higher even more
BoJ rate hikes are a con...
Japanese trapped like the BoE in 1992
Yen rates today comparable to BoE at 12% on eve of Black Wednesday
Why ?
Because Japanese debt servicing already takes one third of government revenues at zero rates
Read 6 tweets
Hugh Hendry Acid Capitalist TV Profile picture
Feb 27, 2024
So good was this FT piece that I set about re writing it, acid cap style



It is very significant that this story is reaching a wider circulation of understanding

I hear the echoes of history everywhere, ominous they are...

So let's begin.
#GlobalTradeft.pressreader.com/article/281895…
In the twisted ballet of global trade, where market tales weave like specters in the shadows, Keynes glimpsed the riddle we face. Back in 44 at Bretton Woods, he rallied for a global trading realm aimed at regulating against persistent imbalances, but what we got is a far cry
The discourse on trade, if it even exists, is surely an oxymoron. I'm not certain it even reaches the dim hallways of technocracy. Myopic, unable to see the forest for the trees, policymakers consistently overlook the crux, the enduring gap between deficit and surplus nations.
Read 13 tweets

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