Investor

BlackRock's HPS fund paid about $600M of $1.2B requested, Unicus Research founder finds

12 arguments: why she thinks private-credit defaults are understated, how collateral was pledged twice, and why AI data-center debt is the first thing…

Nov 9 • Scuttlebutt

Santiago Capital CEO: a dollar breaking above 105 is when the bad things start

12 arguments: why a weaker dollar would be good news, how Europe faces a slow shave and not a collapse, and why the US and China will weaponize compute…

Nov 9 • Scuttlebutt

Financial advisor: Warsh is the only Washington official worth listening to

15 insights: why Bessent's bond talk sent yields higher, why his firm halved emerging markets as the VIX hit 26, and why STRC holders should just own…

Nov 9 • Scuttlebutt

Alphabet had its worst day since 2004 as search growth slowed to 12% — Equity Mates

15 moments: a leaked memo that has one host ready to sell Sea Limited, why Eli Lilly is now a GLP-1 stock, and the 5% sizing rule from David Gardner's…

Nov 9 • Scuttlebutt

"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

Kai Volatility founder on 60/40: "60/40 made 0% returns from 1900 to 1920"

9 arguments: why the Fed's hawkish turn was theater, how a Treasury crisis makes the Fed the buyer of last resort, and why money sent to the bottom is…

Nov 9 • Scuttlebutt

Uber trades at 16x earnings while growing profits 25% a year, says T&T Capital's CIO

11 takeaways: why Bill Ackman's Howard Hughes is copying Berkshire, how Assured Guaranty sits near its cheapest outside 2008 and COVID, and why Tesla's…

Nov 8 • Scuttlebutt

Intrinsic Value Portfolio managers: Mercado Libre's margin drop is accounting, not Shopee

10 takeaways: why Mercado Pago now handles more volume off the marketplace than on it, how free shipping is working against Shopee, and a model that…

Nov 8 • Scuttlebutt

Bitcoin's rally was a Trump trade and the midterms ended it, says Euro Pacific CEO

12 predictions: why Trump will cave on Democratic spending, why Strategy should have bought gold, and why he says the 2028 winner will be a Democratic…

Nov 8 • Scuttlebutt

Kai Volatility founder: a meaningful crisis will be allowed to happen before June 2027

12 calls: why Washington's plan is "print money, buy stocks," how a $300T equity market became too big to fail, and the 4 building blocks he says…

Nov 8 • Scuttlebutt

Anthropic made $16.8B in one quarter on $7B of lifetime cash burn — Altimeter partner

12 takeaways: why the $108B "debt" and the $80B loss in Anthropic's S-1 are accounting effects, how serving costs fell 7x, and why AI data-center debt…

Nov 8 • Scuttlebutt

"The really great ones are forgiving that way": 100 Baggers author on holding winners

13 lessons: why Berkshire was cut in half 3 times, why individual investors should stop checking their accounts, and why buying Monster Beverage at a…

Nov 8 • Scuttlebutt

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