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Hugh Hendry Eclectica Profile picture
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Mar 13 • 4 tweets • 1 min read
Macro Reset Hedge Fund Camp…hey, how’s your world? I can see starting to clearly now, that the dishes are done…
You need a short bunker lifestyle to process what’s coming. People talk, I’m doing it…creativity needs boot camps. It doesn’t just happen…
But the secret stash is hidden…
Not very niki beach…

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More from @hendry_hugh

Hugh Hendry Eclectica Profile picture
Mar 15
Money is complicated. I can think of maybe 5 people in the world that I know get it. Saudi oil for yuan is a meaningless headline. You should scoff, you should roll your eyes, you should have contempt for the journalists who publish it without understanding its meaninglessness
Wake up and smell change, smell the fear in the nostrils of autocracies. 2 wks ago I wrote that hi oil prices are the death to price monopsonies. That the last 40 yrs were the anomaly and that fixed $ pegs might prove unsustainable...that their low vols were today's gold
Seemed like hyperbole then, less so with each passing day; you watching CNH vol?? Saudi autocrats survive via a fragile equilibrium. They live in the shadow of a dollar peg. It bestows upon them continuity & stability, but unnatural forms of safety (low vol) breeds complacency...
Read 6 tweets
Hugh Hendry Eclectica Profile picture
Mar 13
Had to leave the lux of blanc bleu today
A surf board, a bass and a carton of tequila…the dogs bark but the caravan goes on
Heading back to the bunker
Read 5 tweets
Hugh Hendry Eclectica Profile picture
Mar 13
Does Coca-Cola tell you their magic formula? No. Hedge funds will come back claiming to be geniuses, but I'm gonna give you the sauce before they charge you 20%...
Read 20 tweets
Hugh Hendry Eclectica Profile picture
Mar 12
Macro Confessions Part XXX, Me, The Acid Capitalist, I'm joined this week by my trusted lieutenant, @ToStRo and together with The Sweeney Alchemist @writes_sweeney , we brew a heady mix of Putin Put Downs and attempt re-set the global macro chessboard.
Chris, @writes_sweeney busies himself with a meaty cheese burger..
Read 25 tweets
Hugh Hendry Eclectica Profile picture
Mar 5
This week's edit was hell. You wouldn't believe the number of cuts you need to form a cult. And of course it was all loosie-goosie but somehow through it all I managed to frame some trades and provocative conjecture together on the floor of the edit room.
This week I'm mad as hell. Bewildered, traumatised by the human catastrophe in Ukraine, left exasperated by sinister political forces seeking to stymie the advance of the European carbon trading platform to advance their own selfish causes. The planet is under attack everywhere.
Read 17 tweets
Hugh Hendry Eclectica Profile picture
Mar 2
-The Lion

All right, I’m gonna do this for Kiev. Wicked Putin or no Wicked Putin. Guards, tanks, planes, bombs or no guards, tanks, planes, bombs. I’ll tear them apart. I may not come out alive, but I’m going in there. There’s only one thing I want you fellows to do...
-Tin Man & Scarecrow,

-What’s that?

-The Lion

Talk me out of it!
Read 8 tweets

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