Kuppy
@hkuppy
CIO of Praetorian Capital. Kuppy’s Korner blog at Tracking Event-Driven strategies at Opinions/not investment advice.
2K Following 181.3K Followers
Ample liquidity in the market
Can’t have a road trip without a roadie…
Theater at Asklepieion of Epidaurus, Greece👇👇
38%, we are so fucking back.
DEUTSCHLAND 🇩🇪🇩🇪🇩🇪
I call bs. Whenever I ask an LLM to make a picture titled 'Crack Spreads', it tells me it's against their policy on sexuality/nudity.
You guys all owe me for fixing the weather…👇
Some Handymax action…👇👇
The Houthis are helping France achieve their carbon goals…🤭
BREAKING: France is running out of fuel. 11% of France's stations nationwide are now out of petrol or diesel, one in nine, with 16% of stations short in Grand Est, 15% in Pays de la Loire, 14% in Occitanie, and 13% in Centre-Val de Loire, per government figures published this morning.
The official count only registers a station as short if it has no petrol at all or no diesel at all, so a station out of one grade but holding another is not counted, meaning the real shortage is much larger. French diesel averages €2.406 a litre, about $10.45 a gallon.
Europe is facing its worst energy crisis in history.
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Amazingly, this is considered the bullish thesis🤭🤭
*OPENAI EXPECTS TO BURN THROUGH ALMOST $280B BY END-2030: FT
OpenAI expects negative FCF of $278B through 2030
OpenAI is assuming $840B in revenue between now and the end of 2030 in that FCF assumption
Jesus murphy
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If I survive all the Ouzo in Greece, I’ll be in Munich next week. Who wants to crack some beers??
The Houthis are helping France achieve their carbon goals…🤭
BREAKING: France is running out of fuel. 11% of France's stations nationwide are now out of petrol or diesel, one in nine, with 16% of stations short in Grand Est, 15% in Pays de la Loire, 14% in Occitanie, and 13% in Centre-Val de Loire, per government figures published this morning.
The official count only registers a station as short if it has no petrol at all or no diesel at all, so a station out of one grade but holding another is not counted, meaning the real shortage is much larger. French diesel averages €2.406 a litre, about $10.45 a gallon.
Europe is facing its worst energy crisis in history.
Show more
I’ve finally made it to Athens…
Missed Pareto Energy this year, so went to the source…🤣
Not much change in August.
Many of our positions appreciated, but we were held back by trade schools ($UTI and $LINC). Added a quite materially to both trade school positions on the decline…
Our August 2026 tear sheet is now available...
Accredited investors can sign up for updates here:
Follow @praetoriancap for more updates.
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After the bond buybacks failed, they ran out of ideas to pump Treasuries…
Great to welcome @jakepaul to the Treasury Department today.
Jake’s path from content creator to entrepreneur and professional boxer is a distinctly American story. 🇺🇸🇺🇸🇺🇸
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I’ve finally made it to Athens…
Missed Pareto Energy this year, so went to the source…🤣
A TANKER A DAY KEEPS THE SUPERGLUT AWAY
- CONFUCIUS
