Kuppy's Korner

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Last summer, I was having lunch with a friend at a plain vanilla shop, who kept checking his phone and muttering, “this NVIDIA is killing me.” After the third time...
It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores and see who got it right. Besides, what’s the point...
Great!! Another E&P that raised the quarterly dividend by two cents. Who F*cking Cares!!?? The debate about buybacks vs. dividends has been going on for over a century. I’m not...
It is said that Argentina has an economic crisis roughly every decade, and it seems to last for approximately ten years… In a previous posting, I noted that the upcoming...
In late March of 2020, one of the greatest wealth transfers of my lifetime began. It remade our world—or at least it remade my world. Those who recognized Covid as...
Harris “Kuppy” Kupperman sits down with Mike Alkin, CIO and Founder of Sachem Cove Partners from the floor of the 2023 World Nuclear Association (WNA) Symposium to discuss how attending...
The Big Short has become a cult classic movie amongst finance guys. Of course, we all know how the story ends, so there’s no suspense. Instead, the movie is a...
Warren Buffett famously told investors that if they wanted to prosper during periods of inflation, then they needed to buy companies with high returns on capital and pricing power. As...
Emerging Markets (EMs) are highly fragile. This is due to the fact that usually when there’s a recession, capital flees, the currency melts, inflation increases and interest rates explode, choking...
As the owner of a hedge fund business (defined as a management company and incentive fees received though an affiliated entity), I’m always amazed at the returns on capital in...
In my prior article about breakouts, I missed out on a chance to speak about the recent change in market structure, and what it means for all of us as...
This post originally appeared in KEDM on June 4, 2023… “We originally spoke about Argentina back in October of 2021 and said to put it on your radar. We think...
Let me cut to the chase, I can read a chart, but I would almost never invest based on a chart. In fact, I’ve always been baffled by who it...
Nearly 15 years ago, I became one of the first financial bloggers, not because I sought fame, but because I needed a better way to share stock ideas, vacation pictures,...
Long-time readers of this site know that I prefer an investing style that is both highly-concentrated and hyper-aggressive. My only goal is to maximize returns over rolling three-year periods. As...
Last summer, I was having lunch with a friend at a plain vanilla shop, who kept checking his phone and muttering, “this NVIDIA is killing...
It seems that everyone has a blog these days. Once a year, we must stop everything, tally up the scores and see who got it...
Great!! Another E&P that raised the quarterly dividend by two cents. Who F*cking Cares!!?? The debate about buybacks vs. dividends has been going on for...
It is said that Argentina has an economic crisis roughly every decade, and it seems to last for approximately ten years… In a previous posting,...
In late March of 2020, one of the greatest wealth transfers of my lifetime began. It remade our world—or at least it remade my world....
Harris “Kuppy” Kupperman sits down with Mike Alkin, CIO and Founder of Sachem Cove Partners from the floor of the 2023 World Nuclear Association (WNA)...

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