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Global macro hedge fund guy distilling market insights via his alter-ego, the acid capitalist. ✉️ Summer Camp: https://t.co/HtFDwYPWmi

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Hugh Hendry Acid Capitalist TV

Verified account @hendry_hugh ·
5 Oct

𝚠𝚑𝚊𝚝 𝚌𝚘𝚞𝚕𝚍 𝚙𝚘𝚜𝚜𝚒𝚋𝚕𝚢 𝚐𝚘 𝚠𝚛𝚘𝚗𝚐?

𝚊𝚌𝚒𝚍 𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 🌴🏴‍☠️

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Hugh Hendry Acid Capitalist TV

Verified account @hendry_hugh ·
5 Oct

𝚜𝚝𝚒𝚗𝚗𝚎𝚜 𝚑𝚊𝚍 𝚑𝚢𝚙𝚎𝚛𝚒𝚗𝚏𝚕𝚊𝚝𝚒𝚘𝚗. 𝚒 𝚑𝚊𝚟𝚎 𝚊 𝚏𝚒𝚡𝚎𝚍 𝚛𝚊𝚝𝚎 𝚊𝚗𝚍 𝚝𝚒𝚖𝚎.
and lots of sun.

𝚊𝚌𝚒𝚍 𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 🌴🏴‍☠️

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Hugh Hendry Acid Capitalist TV

Verified account @hendry_hugh ·
5 Oct

𝚜𝚘 𝚒 𝚋𝚘𝚛𝚛𝚘𝚠𝚎𝚍.
𝚒 𝚘𝚠𝚗 𝚝𝚑𝚎 𝚜𝚌𝚊𝚛𝚌𝚎 𝚊𝚜𝚜𝚎𝚝. 𝚜𝚘𝚖𝚎𝚘𝚗𝚎 𝚎𝚕𝚜𝚎 𝚊𝚐𝚛𝚎𝚎𝚍 𝚝𝚘 𝚏𝚒𝚡 𝚝𝚑𝚎 𝚙𝚛𝚒𝚌𝚎 𝚘𝚏 𝚖𝚘𝚗𝚎𝚢 𝚏𝚘𝚛 𝚝𝚠𝚘 𝚍𝚎𝚌𝚊𝚍𝚎𝚜.

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Hugh Hendry Acid Capitalist TV

Verified account @hendry_hugh ·
5 Oct

𝚜𝚌𝚊𝚛𝚌𝚎 𝚕𝚊𝚗𝚍. 𝚊 𝚐𝚛𝚘𝚠𝚒𝚗𝚐 𝚙𝚘𝚘𝚕 𝚘𝚏 𝚙𝚎𝚘𝚙𝚕𝚎 𝚊𝚋𝚕𝚎 𝚝𝚘 𝚌𝚘𝚟𝚎𝚝 𝚒𝚝.
𝚊𝚗𝚍 𝚝𝚑𝚎 𝚋𝚊𝚗𝚔 𝚘𝚏𝚏𝚎𝚛𝚎𝚍 𝚖𝚎 𝟸% 𝚏𝚒𝚡𝚎𝚍 𝚏𝚘𝚛 𝟸𝟶 𝚢𝚎𝚊𝚛𝚜.

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Hugh Hendry Acid Capitalist TV

Verified account @hendry_hugh ·
5 Oct

𝚒𝚏 𝚊𝚗 𝚊𝚗𝚐𝚎𝚕 𝚐𝚎𝚝𝚜 𝚒𝚝𝚜 𝚠𝚒𝚗𝚐𝚜 𝚎𝚟𝚎𝚛𝚢 𝚝𝚒𝚖𝚎 𝚊 𝚋𝚎𝚕𝚕 𝚛𝚒𝚗𝚐𝚜, 𝚜𝚝 𝚋𝚊𝚛𝚝𝚑𝚜 𝚐𝚊𝚒𝚗𝚜 𝚊 𝚋𝚞𝚢𝚎𝚛 𝚎𝚟𝚎𝚛𝚢 𝚝𝚒𝚖𝚎 𝚊 𝚋𝚒𝚕𝚕𝚒𝚘𝚗𝚊𝚒𝚛𝚎 𝚎𝚊𝚛𝚗𝚜 𝚑𝚒𝚜 𝚠𝚒𝚗𝚐𝚜.

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Hugh Hendry Youtube

kevin warsh raised rates. the bond market heard “higher for longer.” i think the same hike may have given him the credibility to cut later. oil pushes up the prices we can see while taking spending power away from households. add tighter money, and the fed could help create the weakness that forces it to reverse. that’s the gun that fires backwards. in the full paper, i explain what the market has already priced, why i don’t trust the obvious curve trade, and how i’d pay for the possibility of a later cut. the trade, the option table and what would prove me wrong are here: https://hughhendry.substack.com hugh
the gun that fires backwards
the crowd moves in straight lines. i move perpendicular. in markets that keep adding dimensions, the best trade is geometrically perfect. yet visually incomprehensible to most. this is the tesseract. the fourth dimension of modern markets. most will never see it. that's exactly the point.
the trade wall street can't even see | the tesseract #economics #bitcoin #news #money
𝚏𝚘𝚛𝚐𝚎𝚝 𝚝𝚑𝚎 𝚒𝚛𝚊𝚗 𝚠𝚊𝚛. 𝚝𝚑𝚎 𝚏𝚒𝚜𝚌𝚊𝚕 𝚠𝚊𝚛 𝚑𝚊𝚜 𝚜𝚝𝚊𝚛𝚝𝚎𝚍. 𝚊𝚖𝚎𝚛𝚒𝚌𝚊 𝚑𝚊𝚜 𝚕𝚎𝚐𝚒𝚜𝚕𝚊𝚝𝚎𝚍 𝚝𝚑𝚎 𝚜𝚠𝚒𝚝𝚌𝚑 𝚏𝚛𝚘𝚖 𝚟𝚊𝚞𝚕𝚝𝚜, 𝚋𝚊𝚗𝚔𝚎𝚛𝚜 𝚊𝚗𝚍 𝚕𝚘𝚗𝚍𝚘𝚗 𝚝𝚘 𝚋𝚕𝚘𝚌𝚔𝚌𝚑𝚊𝚒𝚗 𝚊𝚝 𝚖𝚊𝚌𝚑𝚒𝚗𝚎 𝚜𝚙𝚎𝚎𝚍. 𝚝𝚑𝚒𝚜 𝚒𝚜 𝚑𝚘𝚠 𝚋𝚒𝚝𝚌𝚘𝚒𝚗 𝚐𝚎𝚝𝚜 𝚝𝚘 $𝟷 𝚖𝚒𝚕𝚕𝚒𝚘𝚗. 𝚖𝚢 𝚜𝚞𝚋𝚜𝚝𝚊𝚌𝚔 𝚙𝚊𝚙𝚎𝚛 𝚎𝚡𝚙𝚕𝚊𝚒𝚗𝚜 𝚠𝚑𝚢 𝚝𝚑𝚎 𝚖𝚘𝚖𝚎𝚗𝚝 𝚝𝚘 𝚛𝚎𝚒𝚗𝚒𝚝𝚒𝚊𝚝𝚎 𝚕𝚘𝚗𝚐𝚜 𝚖𝚊𝚢 𝚋𝚎 𝚑𝚎𝚛𝚎. 𝚛𝚎𝚊𝚍 𝚒𝚝 𝚋𝚎𝚏𝚘𝚛𝚎 𝚝𝚑𝚎 𝚜𝚞𝚒𝚝𝚜 𝚌𝚊𝚙𝚒𝚝𝚞𝚕𝚊𝚝𝚎. 𝚏𝚞𝚕𝚕 𝚋𝚛𝚎𝚊𝚔𝚍𝚘𝚠𝚗 𝚘𝚗 𝚖𝚢 𝚜𝚞𝚋𝚜𝚝𝚊𝚌𝚔. 𝚕𝚒𝚗𝚔 𝚒𝚗 𝚋𝚒𝚘. 𝚊𝚌𝚒𝚍 𝚜𝚞𝚖𝚖𝚎𝚛 𝚌𝚊𝚖𝚙𝚊𝚞𝚐 𝟷𝚜𝚝 - 𝟼𝚝𝚑 𝚊𝚞𝚐 𝟸𝟶𝟸𝟽𝚎𝚊𝚛𝚕𝚢 𝚋𝚒𝚛𝚍 𝚍𝚒𝚜𝚌𝚘𝚞𝚗𝚝𝚜 𝚊𝚟𝚊𝚒𝚕𝚊𝚋𝚕𝚎 𝚠𝚊𝚗𝚝 𝚖𝚘𝚛𝚎 𝚊𝚌𝚒𝚍? 𝚜𝚞𝚋𝚜𝚝𝚊𝚌𝚔 + 𝚙𝚊𝚝𝚛𝚎𝚘𝚗: @𝚊𝚌𝚒𝚍𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 𝚊𝚌𝚒𝚍 𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 🌴🏴‍☠️ macro trading, financial markets, bond market behaviour, investor psychology, market narratives, contrarian thinking, hedge fund perspective
the fiscal war has started
𝚎𝚟𝚎𝚛𝚢𝚘𝚗𝚎’𝚜 𝚊𝚜𝚔𝚒𝚗𝚐 𝚒𝚜 𝚝𝚑𝚎 𝚎𝚌𝚘𝚗𝚘𝚖𝚢 𝚜𝚝𝚛𝚘𝚗𝚐 𝚘𝚛 𝚠𝚎𝚊𝚔. 𝚝𝚑𝚊𝚝’𝚜 𝚌𝚑𝚒𝚕𝚍𝚛𝚎𝚗 𝚒𝚗 𝚝𝚑𝚎 𝚋𝚊𝚌𝚔 𝚘𝚏 𝚝𝚑𝚎 𝚌𝚊𝚛 𝚜𝚊𝚢𝚒𝚗𝚐 𝚊𝚛𝚎 𝚠𝚎 𝚝𝚑𝚎𝚛𝚎 𝚢𝚎𝚝. 𝚖𝚊𝚛𝚔𝚎𝚝𝚜 𝚍𝚘𝚗’𝚝 𝚐𝚒𝚟𝚎 𝚊 𝚏𝚞𝚌𝚔 𝚊𝚋𝚘𝚞𝚝 𝚝𝚑𝚎 𝚕𝚎𝚟𝚎𝚕. 𝚝𝚑𝚎𝚢 𝚝𝚛𝚊𝚍𝚎 𝚝𝚑𝚎 𝚛𝚊𝚝𝚎 𝚘𝚏 𝚌𝚑𝚊𝚗𝚐𝚎. 𝚝𝚑𝚊𝚝’𝚜 𝚝𝚑𝚎 𝚠𝚑𝚘𝚕𝚎 𝚐𝚊𝚖𝚎. 𝚕𝚒𝚗𝚔𝚝𝚛.𝚎𝚎/𝚑𝚞𝚐𝚑𝚑𝚎𝚗𝚍𝚛𝚢 👇 𝚊𝚌𝚒𝚍 𝚜𝚞𝚖𝚖𝚎𝚛 𝚌𝚊𝚖𝚙𝚊𝚞𝚐 𝟷𝚜𝚝 - 𝟼𝚝𝚑 𝚊𝚞𝚐 𝟸𝟶𝟸𝟽𝚎𝚊𝚛𝚕𝚢 𝚋𝚒𝚛𝚍 𝚍𝚒𝚜𝚌𝚘𝚞𝚗𝚝𝚜 𝚊𝚟𝚊𝚒𝚕𝚊𝚋𝚕𝚎 𝚠𝚊𝚗𝚝 𝚖𝚘𝚛𝚎 𝚊𝚌𝚒𝚍? 𝚜𝚞𝚋𝚜𝚝𝚊𝚌𝚔 + 𝚙𝚊𝚝𝚛𝚎𝚘𝚗: @𝚊𝚌𝚒𝚍𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 𝚊𝚌𝚒𝚍 𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 🌴🏴‍☠️ macro trading, financial markets, bond market behaviour, investor psychology, market narratives, contrarian thinking, hedge fund perspective
trade the rate of change
𝚎𝚟𝚎𝚛𝚢𝚘𝚗𝚎’𝚜 𝚊𝚜𝚔𝚒𝚗𝚐 𝚒𝚜 𝚝𝚑𝚎 𝚎𝚌𝚘𝚗𝚘𝚖𝚢 𝚜𝚝𝚛𝚘𝚗𝚐 𝚘𝚛 𝚠𝚎𝚊𝚔. 𝚝𝚑𝚊𝚝’𝚜 𝚌𝚑𝚒𝚕𝚍𝚛𝚎𝚗 𝚒𝚗 𝚝𝚑𝚎 𝚋𝚊𝚌𝚔 𝚘𝚏 𝚝𝚑𝚎 𝚌𝚊𝚛 𝚜𝚊𝚢𝚒𝚗𝚐 𝚊𝚛𝚎 𝚠𝚎 𝚝𝚑𝚎𝚛𝚎 𝚢𝚎𝚝. 𝚖𝚊𝚛𝚔𝚎𝚝𝚜 𝚍𝚘𝚗’𝚝 𝚐𝚒𝚟𝚎 𝚊 𝚏𝚞𝚌𝚔 𝚊𝚋𝚘𝚞𝚝 𝚝𝚑𝚎 𝚕𝚎𝚟𝚎𝚕. 𝚝𝚑𝚎𝚢 𝚝𝚛𝚊𝚍𝚎 𝚝𝚑𝚎 𝚛𝚊𝚝𝚎 𝚘𝚏 𝚌𝚑𝚊𝚗𝚐𝚎. 𝚝𝚑𝚊𝚝’𝚜 𝚝𝚑𝚎 𝚠𝚑𝚘𝚕𝚎 𝚐𝚊𝚖𝚎. 𝚕𝚒𝚗𝚔𝚝𝚛.𝚎𝚎/𝚑𝚞𝚐𝚑𝚑𝚎𝚗𝚍𝚛𝚢. 𝚠𝚊𝚗𝚝 𝚖𝚘𝚛𝚎 𝚊𝚌𝚒𝚍? 𝚜𝚞𝚋𝚜𝚝𝚊𝚌𝚔 + 𝚙𝚊𝚝𝚛𝚎𝚘𝚗: @𝚊𝚌𝚒𝚍𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 𝚊𝚌𝚒𝚍 𝚌𝚊𝚙𝚒𝚝𝚊𝚕𝚒𝚜𝚝 🌴🏴‍☠️ macro trading, financial markets, bond market behaviour, investor psychology, market narratives, contrarian thinking, hedge fund perspective
amateurs trade levels. pros trade rate of change.
oil hits $100 and markets lose their fucking minds 🌴🏴‍☠️ core inflation is whispering. oil is screaming. and fear, that old wall street whore, gets the microphone. kahneman knew why... i care where the money moves next. find the power moves on substack. link in bio. acid summer camp aug 1st - 6th aug 2027 early bird discounts available want more acid? substack + patreon: @acidcapitalist acid capitalist 🌴🏴‍☠️ so let’s settle it: are markets actually pricing an inflation shock, or have they just shit the bed over oil? tell me what you’re seeing. acid capitalist 🌴🏴‍☠️
psychiatry of bond trading

Hugh Hendry is an Award Winning Hedge Fund Manager, Market Commentator, Thought Leader, St Barts Real Estate Investor & Surfer.

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