Economist by trade, allocator by choice.
Antarctica
Joined October 2022
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Pingu Capital retweeted
Next time you think that short sellers just make shit up - have a look at this SIX MONTH OLD tweet - which basically alleges the affair that is now news.
9) $NVDA CEO Huang has walked alongside Megaspeed at every step, and seems to have a close relationship with Megaspeed's Alice Huang. They partied together in June 2024 - same month as the Apex/Alibaba pledge, then dined together in May 2025 - just after U.S. trade restrictions.
Pingu Capital retweeted
Shall I audit @AndreasSteno next?
Believe him when he tells you, "Jeg har tabt en del penge på markederne de sidste uger"
Translation for you non-Danish speakers: "I've lost a fair amount of money in the markets the last few weeks"
But hey, never heard of the guy before and he corrected me on having the wrong futures contract in a chart! So he did get something right :-)
Pingu Capital retweeted
The first thing you see on the RBAs Cash Rate Target webpage is a graph showing that rates are now barely at their long term average. And its pretty clear that a lot of mortgagors didn’t bother with this 3 second financial literacy google before purchasing their largest asset
Pingu Capital retweeted
Since nobody else has the stones to say it, I'll bite the bullet. Both you and that bald fraud Robin need to shut the FUCK up. Sure bullish, bearish—take whatever side of the tape you want.
Just stop acting like seasoned physic barrel traders when you haven’t cared about the physic market for five seconds in your life, scraping scraps off X and getting crash courses from ChatGPT.
Anyone executing off your garbage calls would be down at least 3,000 ticks and escorted off every desk in the world. Yet you clowns don't feel an ounce of shame.
Hey, genius, whatever happened to those semi names you wouldn’t stop victory-lapping? Look i eat humble pie and take Ls all the time, so keeping score like this is a dead end street. But how do you and Robin look in the mirror with this level of shameless arrogance?
Now you’re overnight specialists on tanker freight and physic diffs? Absolute clowns. Guys who’ve lived and breathed maritime shipping for twenty years still tread on eggshells, but you think a ChatGPT prompt makes you bulletproof. Get the hell off my screen.
Pingu Capital retweeted
That’s exactly why I never entered the draft. Felt like I’d be taking up space. Gotta give guys like Wemby a shot.
Kelly Olynyk says he left the NBA to give the younger generation a chance to shine.
“I played 13 years in the NBA; it was time to step aside and make room for the younger generation,”
(Via La Repubblica / h/t @hoopshype )
Pingu Capital retweeted
Nonsense. A person reverts to trooper when they join the SASR whatever enlisted rank they previously held. Being a corporal in the SASR is probably the best job in the unit and takes an extreme level of competence and commitment.
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Pingu Capital retweeted
hey man can i bomb you but also you don’t shoot back? No? Ok wow. You fucking suck at negotiating
BREAKING: The US asked Iran for permission to strike Iran's Pickaxe Mountain nuclear site without retaliation, and Iran rejected the request, per IRIB state media correspondent Morteza Ghoroghi.
He said "Trump's statements today point to war within the next 24 hours," and that Iran's military forces are "in a state of complete readiness."
Pingu Capital retweeted
So funny watching these “property guru’s” who got incredibly lucky over the last 15 years with very favourable tax treatments and rapid population growth pushing up their investments now claiming to be economic and political experts.
I mean who knows what the fuck will happen In 18 months with the federal election but these people are the last humans on earth I’d trust with what’s likely to happen
I mean if One Nation did somehow win and have massive cuts to migration rents would drastically reduce which would make it a lot harder for investors to service the mortgage ontop of them also saying they’ll limit negative gearing to 2 properties.
You’d see similar rent decrease with liberals policies of 100k net migration for the first 2 years.
