George Noble, Noble Capital

"Weakness is going to get more weakness": hedge fund manager on $10B of tech ETF buying

4 calls: why the AI names' falling shares raise their cost of capital, why he will not touch Anthropic, and why he is short tech and long gold

Nov 9 • Scuttlebutt

Big-name insurers are going to go bankrupt, says Noble Capital Advisors' managing partner

12 calls: why private marks hide losses, why private equity and credit are "toast" as real rates rise, why you cannot own enough gold, and Peter Lynch's…

Sep 26 • Scuttlebutt

"Show me the ROI": ex-Fidelity manager on the 2 companies AI depends on

8 arguments: The yen carry trade explained end to end, why five customers account for 70% of Nvidia's receivables, and the robotaxi arithmetic that…

Sep 22 • Scuttlebutt

Fidelity's first foreign fund manager: AI is the biggest misallocation in history

6 arguments: Why he says the cash flows do not exist, what the Treasury Secretary and the Bank of England have in common, and the one advice he would…

Sep 16 • Scuttlebutt

Joakim Hannisdahl: a VLCC now earns more sailing through Hormuz than the US Gulf

12 takeaways: Why a prompt-delivery VLCC resold for $200M against an $82M order price a few years ago, the new-build math that says don't buy, and the…

Sep 11 • Scuttlebutt

George Noble: Scott Bessent is either incompetent or lying about bonds

1 takeaways: Why he compares the Treasury Secretary to Norman Lamont, and says the bond market is proving him right

Sep 10 • Scuttlebutt

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