Capital Valor @CapitalValor
Institutional investor (single name moves mentioned are in my private book). Value focus. Joined April 2020-
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Lower income data is surprising. Many retail stocks trading like ☠️, so earnings could get surprising…
Here is total debit/credit card spend by income tercile. I strip out gas spending to avoid that biasing up lower-income spend in '26 (since gas takes up a larger % of total spending for these folks). Can see clearly the uptick in lower-income spending that began in early '26
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The “oiltards” won’t give up. So much cope on X. Have to keep moving capital, boys. I’ll be back in energy post puke but it’s not the right trade for at least a few months. A lot of asymmetry elsewhere. Exciting.
Go time
Below was cryptic I simply see significant asymmetry to the downside in energy-it’s not a good trade. You just know Hormuz will get resolved. Upside asymmetry is in travel, building mats, EM energy importers etc which will go nuts when oil finally goes through trap door, it will
Capital Valor retweeted
@valconitivo Most quality assets go up over the long term, as their asset base grows/compounds and as fiat gets devalued. Key is the short term cycles/rolling bubbles. Selling into euphoria generally a good idea.
Gold was indeed cyclical… 😅 Exited most exposure at the top
Deal to be signed early next week. Trying to save the market.
President Donald Trump said Sunday that the recent Iranian missile attack on Israel was unhelpful to ongoing talks while expressing optimism that a deal is within reach. Speaking to Fox News Chief Foreign Correspondent Trey Yingst, Trump said the attack would complicate
@taobanker Except we use AI everyday. I don’t think anything blockchain has ever done anything meaningful for anyone…
@whatsgoingoninm Took a while over a few years
$ALLUX takeover offer at €500, 75% premium Making a killing
And they were made 9 months ago… gonna be a crazy 2027… 🇰🇷 #MemoryBabies #DramBabes
And you can just own OTM calls on crude as a hedge if you still see a tail risk
Below was cryptic I simply see significant asymmetry to the downside in energy-it’s not a good trade. You just know Hormuz will get resolved. Upside asymmetry is in travel, building mats, EM energy importers etc which will go nuts when oil finally goes through trap door, it will
Crazy chart. EM getting flushed. Solid reversal trade ahead of us if we get a deal.
stole this from Oxford Economics. EM is getting shellacked when you remove TSMC, Samsung and SK Hynix.
Pasqal is $BBCQ… just a few % above NAV
Macron piggybacking Trump today and giving $1B to 5 French quantum companies. That’s probably the fastest I’ve ever seen a European leader do something, and for quantum none the less?
@T3_RM Aussie government out with some of the most aggressive tax policies/rugpull.
Lots of tweets from Aussie friends. Getting a taste of socialism. See you all offshore 😉
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