Profile avatar
usdhuga.bsky.social
Hedge fund manager. Former Classics professor. Poet. Author of three books. Hyperpolyglot. Columbia PhD (2006), Harvard postdoc (2008). Londoner in Toronto. Author website: https://www.usdhuga.com Academic website: https://columbia.academia.edu/UmitDhuga
5,933 posts 1,260 followers 1,576 following
Prolific Poster
Conversation Starter

I’m collaging.

Market wrap music.apple.com/ca/album/its...

BREAKING: footage has surface of Elon passionately remonstrating

BREAKING

Within one month, Gavin Newsom will have Elon Musk on his podcast. Timestamp this if you will.

“Donald Trump has attacked Elon Musk as “crazy” and threatened to rip-up his government contracts, as the spat between two of the world’s most powerful men erupted into an all-out public feud.” - @financialtimes.com 🎁 gift article on.ft.com/4jxE4bf

Will Elon Musk now go work for Gavin Newsom?

At #ChartCrime HQ, we also acknowledge beautiful charts. This chart is the most beautiful chart of 2025. Thank you for your attention to this matter!

Thank you for your attention to this matter!

I am drinking the Cup of COFFEE in the City. It is a delicious COFFEE!!! I like the Newspaper too, that, I am reading. It is, a good City! Thank you for your attention to this matter!

Not an Onion article. Nor financial advice. Certainly not spiritual advice. kraneshares.com/kraneshares-...

We keep hearing of the DAX as a 2025 story. Here’s SPX v DAX on a 5-year chart, normalised.

At these heights, do you chase the rally — FOMO a bite of the TACO? Do you sell the rally? Do you do nothing — sit still and nosh on the gratis nachos?

Italian bonds look rich equivalent to their German 10-year counterparts. Both could get richer yet; but I see no fundamental justification for the yield spread to continue to tighten at these dear levels. Not investment advice.

I prefer “cold shoulder” to “buyers’ strike” as regards recent weakness — globally, as BBG does well to note — in duration. Meanwhile an ECB cut today to 2.00% could put a higher floor on EURUSD, which I suspect is bound for 1.18 in the midterm. Gold will continue to cap USD. Not financial advice.

Just when we had finally got all the toys back into the pram… 🎁 gift article on.ft.com/443sOic Donald Trump tells Jay Powell to cut rates as data raises concern for US economy

Since Donald Trump's election, Germany's Dax is on a tear, leaving the S&P500 in the dust.

You know what? The philosophical proposition here is actually quite interesting. “If I’m to fall Would you be there to applaud Or would you hide behind them all” The lyrics beyond that strike me as fortuitously rhyming nonsense. But it is a good song. Not financial advice. Enjoy.

Despite my recent Blur > Oasis post(s), this song is really quite good on a succinct word for word basis. Enjoy. www.youtube.com/watch?v=J-PS...

A different look about the estate. Also not finance advice.

Mood. youtu.be/a4QQ7HYYdWw

The top performing ETF in my PA on a YTD basis has been $EMLC This is not financial advice.

All the tired horses in the sun How’m I supposed to get any riding done?

Short high yield Eg $SJB Not financial advice. Just a look about the estate.

Let God sort em out. www.instagram.com/reel/DKPk9Vd...

Dad sail safely. Bcc @dcslider.bsky.social

Can’t compare, you just CC music.apple.com/ca/album/ace...

Civil.

Apple needs to make a button as prominent as the lock button but for blocking.

Pro tip: When you write “tenant”, ask yourself whether you might have meant “tenet”. This has become unduly annoying to me.

I advise you to read this. This is not financial advice. www.vatican.va/content/leo-...