This is a very dangerous time for investors. As I stated to start the week the press is going to bang the drums about being at a new high while blithely ignoring the real story. We will always give you the real story. If we finish this week lower all the computers know is 3 out of 4 weeks down.
All the many businesses that use eggs... my contacts say the WHOLSALE market will soon be $8 a DOZEN you can imagine what that means to retail. The hope is the raging inflation there will tamper the raspy creep's methods and deferring to Trump will overwhelm anti vax considerations. They Vax their birds in Mexico for God's sake MEXICO!!! where they farm in shit!!!
“ “High-Risk, High-Reward: Citrone Outperforms Peers With $730M Earnings Quiver Quantitative - Quiver Quantitative, Inc. - Wed Feb 19, 11:20PM CST Rob Citrone, the 60-year-old hedge fund manager of Discovery Capital Management, has joined the elite ranks of top-paid hedge fund founders by earning an estimated $730 million in 2024. His performance, driven by a stellar 52% net return, marks his first appearance on Bloomberg’s annual ranking since its inception in 2019 and eclipses earnings by peers such as Bill Ackman, Andreas Halvorsen, and Paul Singer. Citrone’s impressive returns were largely fueled by bullish bets in emerging markets, notably a 261% jump in his position in Argentine bank Grupo Financiero Galicia SA. Starting last year with a modest $1.5 billion fund, Discovery Capital has now grown to manage approximately $2.5 billion in assets, demonstrating a remarkable turnaround amid an industry marked by volatility and high risk. Market Overview: Citrone’s fund delivered a 52% net return, generating a $730 million payday. Strong emerging market bets, particularly in Argentina, played a key role in his performance. Discovery Capital Management has grown from $1.5 billion to about $2.5 billion in assets. Key Points: Citrone outperformed top hedge fund managers, joining the elite group of top-paid founders. His strategic investments in emerging markets have driven exceptional returns. Despite high volatility, his fund’s performance marks one of the best five-year stretches in the industry. Looking Ahead: Investors will watch for further consolidation in the macro hedge fund space. The high-risk, high-reward nature of the sector remains a key theme in capital allocation. Future performance hinges on sustained momentum in emerging market investments and effective risk management. Bull Case: Rob Citrone's exceptional 52% net return demonstrates the potential for significant profits in emerging markets investing. The growth of Discovery Capital Management from $1.5 billion to $2.5 billion in assets showcases strong investor confidence and successful fund management. Citrone's strategic bet on Argentine bank Grupo Financiero Galicia SA, which saw a 261% jump, highlights the potential for outsized returns in specific emerging market opportunities. The fund's performance, marking one of the best five-year stretches in the industry, suggests a sustainable and replicable investment strategy. Citrone's success could attract more capital to his fund and the broader emerging markets sector, potentially creating more investment opportunities. Bear Case: The high-risk nature of emerging market investments could lead to significant losses if market conditions change rapidly. Concentration in specific bets, such as the Argentine bank, exposes the fund to potentially outsized risks if those investments underperform. The exceptional performance may be difficult to replicate consistently, potentially leading to disappointment for investors in future years. The growth in assets under management could make it challenging to maintain the same level of returns, as larger funds often struggle with decreased flexibility. Increased attention and potential inflows following this success could lead to overcrowding in Citrone's preferred investment strategies, potentially reducing future opportunities. The robust performance of Discovery Capital underscores the transformative power of strategic investments in emerging markets, even for funds managing relatively modest asset bases. Citrone's remarkable results serve as a testament to the high-risk, high-reward dynamics inherent in macro hedge fund investing, and they may well set a new benchmark for performance in the industry. Looking ahead, while the market remains volatile and competitive, the impressive returns achieved by Citrone highlight the potential rewards for hedge fund managers who can navigate turbulent conditions successfully. As investors continue to evaluate performance metrics and risk factors, the spotlight remains firmly on the strategies that drive such exceptional results in a challenging economic landscape.”
I was talking with someone about the Vax fear and egg prices too. Will people buy unvaccinated eggs for fear of sperm count dropping? My CALM tanked but we both know AlexJones and friends will attack Zoetis unless they write him a check.
A) Stock Market Not Moving. B) Great fraud that Elon is promising is riddled with errors and embarrassingly low. $1.8 billion whoops is really $1.8 million. He's about 1% into his goal.. Oh i can't wait for those checks to go out... LOL. C) the war that was going to be stopped in 1 day... Instead you got your pants ripped down. D) Airplane crash after airplane crash. E) How do you think the tax returns will go over this year? Waiting for a refund? Talk to me in august. F) Some of the lovely criminals pardoned for attacking the capital would also like their children sex crimes & pornography charges voided... G) The attack on Transgender Americans also affects all disabilities.. like the deaf... funding pulled for them too. H) Wheelchair access on plane rides no longer mandatory so if your a a Trump devote in a wheel chair you are weak and thus out of the picture. Sorry. I) The only real fraud is disability which we all know people have been abusing for decades. many of them as far as I can tell are the uneducated white trash.. I happen to know a few up here in Ct. When those dollars stop flowing. Hummmmmmmm. J) The ratings are DOWN. The United States is reeling. I love calling my finance bro's some won't even take the call.. I should call out there names here.. you know them from TV appearances.. How you like it now boys!
Short-->Wingstop price target lowered by $43 at BofA, here's why » 08:04 WING Lets trace the chain here it's not just eggs right? That whole chicken has to be killed and that means two less wings on the market.
I knew a 40 year old on Medicaid, SDI(Didn’t pay enough to get SSSI.), Section 8, Medicare and received food stamps. He is a strong Trump supporter because Trump will help him win. How?
Palantir Technologies put buyer realizes 330% same-day gains » 08:00 PLTR Enlight Renewable price target raised by $3 at Roth MKM, » 07:46 ENLT Roth M Imax price target raised by $4 at Barrington, here's why » 07:40 IMAX Wingstop price target lowered by $35 at BMO Capital, here's why » 07:39 WING