Barely Investible Capital Management Ltd

Not CZ doubling down on threatening @elonmusk he might liquidate their $SPCX shares if he doesn’t get “a little support”. Oh my…

Shockingly it’s not so easy when rates go up. Kudos for milking it while it lasted though.

And here I thought this whole ESG thing was passé.

No end in sight to the SMA frenzy

Question for anyone involved in Chinese equities: can share prices trade in negative territory? It worked for oil, so I’m just curious because we need to start preparing.

Wonder if the ETFs have to do KYC whenever Central Huijin steps in to buy.

Saw $ANT trending and immediately reached for the 2020 trauma folder after realizing Ant Financial is still not going public.

The real world constraints on infinite AI growth are becoming more and more palpable to me across many areas. In life sciences it turns out to be FDA approval process, human trials and yes, monkeys. Read that first line until it's seared into your brain.

Somebody is being taken through the wood-chipper in Australia. Yikes.

Lots of AI spend coming up which will cost China's internet giants a pretty penny. BofA: "Internet majors & IDCs are more likely to tap offshore bond markets; other key players rely more on onshore funding & equity"

Very well written fund letter why AI is not fully displacing humans any time soon. Have heard this from fundamental investors as well as quants. Especially about the velocity of idea (or signal) generation vs finite time for human review.

🤣 my brother in Christ, nobody is buying your assets at any price, that’s the point. Very telling that the reaction is to blame others and come up with a conspiracy that invokes market manipulation, Freudian slip perhaps?

This is not to name and shame. Just interesting how hard it is for most funds to raise AUM while others can maintain billions despite very mediocore returns. I think Norges still has money with them (although prob paying tiny fees tbf).

Usually when things trade at 1x PE things end in tears, although there are interesting (positive) things happening in Korea.

Elon giving SpaceX shares to kids, Anthropic setting shares aside for the public good. Karl Marx didn’t see this coming.

Frontier markets are rough, this is an off benchmark Vietnam fund, great guys. But 1) can't beat the index and 2) can't generate excess return vs US to justify the additional risk.

Food for thought, before you sell your Korean and Taiwanese bags.

Really heartwarming to see Indonesia finally get into the neocloud and semi bottleneck trade.

Hey Trump, any chance we can tariff this Indonesian export? 🇮🇩