Kuppy's Korner

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I’m known as a hyper-concentrated investor. I take my best ideas, bet them big, and ignore the volatility along the way. While it’s usually my...
In Macro investing, it’s critical that I have a roadmap of where we’ve come from and where I think we’re going. Of course, many things...
Last year, I wrote Part 1 of The Great Macro Dreamscape (Part 2 is coming). To summarize, my view is that the coming decade will...
We learned from from Zimbabwe that paradoxically, Bad is Good when it comes to the stock market.
Whenever someone takes the other side of my trade, I want to put myself in their shoes. Is this a worthwhile opponent with a differentiated...
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...

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