Barely Investible Capital Management Ltd @LowAlphaHighVol
Hedge fund allocator on an island. Got 99 problems but backtested returns ain’t one. Heard and McDonald Island 🐧 Joined August 2019-
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@ivrespecter I have them all but mostly confidential, I let Bloomberg do the public posting thereof. Needless to say the survivors’ returns in Asia the last 3-5 years are amazing.
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Actually pretty complete list of Asian hedge fund returns. Missing E20’s +203% YTD and Hao’s +165% YTD.
@apeconomics69 Large Asia/China multi-strat fund
Chinese stock market returns are a wee bit polarised atm. You're either in the AI supply chain or you're 🍞
@CacheThatCheque This isn’t ment as criticism but it’s 2026 and I just can’t believe people are still smoking. Tbf I do see those vapes everywhere, guess that’s the growth market plus EMs where they don’t gaf.
@ren_stocks Why? If everything traded to perfection there would be no opportunities.
@calvinfroedge No screenshots. You know the rules.
I’ve seen many AI capex charts, fewer on the revenue side so I liked these charts (though note 2 dif Y axis). I think AI revenue will surprise ppl esp because companies will have a lot of discretion of what revenue they call AI or AI related revenue.
@SixSigmaCapital Question is what do they see that the bears don’t?
@MoodyWriter13 Thank you for your services 🫡
@ivrespecter @CharlotteYTYang Looks choppy af out there
Generational wealth was made, and lost, here. Crazy to think that the next one is likely around the corner as the casino keeps spinning along. I’m just grateful to play along and watch the fireworks 🎆 I made like 3 cents off these moves.
@ivrespecter @CharlotteYTYang Yesterday, maybe, possibly.
@CharlotteYTYang Whatever it takes to get HF clients to trade
@LongShortTrader Moisturizing is just hedging against downside wrinkle risk.
Off-topic PSA: Men’s health is under-appreciated in this industry. We all optimize our portfolios, not our health. Don’t skip the annual check up, take care of yourselves, men. Disclosure: I’m a small investor in Hisential. My go to clinic and I use their moisturizers.
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