Updated Upslope's "Consolidated Learnings" document -- marked and clean versions attached and linked below: www.upslopecapital.com/s/Consolidat...

Remember DOGE dividends?

Everyone keeps saying this and wants this to be true, but it's really not?

A real life snitch tag!

Not current on this name, but PR'ing this at 11:45ET on a long-weekend Friday seems like an aggressive 🚩

Shot, chaser, CHASER

Does someone have a list of which new policies are real and substantive and which ones are not? TYIA

Can't wait to see what this afternoon's pump is - thrilling stuff

GEF commentary from late Feb -- stock is flat from this print ...

Comment on rotation from US -> Euro equities via Barcap

this is one of the best headlines I've ever seen

"This is now a question about the sanctity of contracts, the legal protections and the rights afforded through lawfully issued permits, and the security of investments based on valid approvals granted in the U.S." - Equinor CEO on Empire Wind shutdown

Dreams do come true

Creaking Girders open.substack.com/pub/paulpodo...

Bluesky signups 🚀🚀🚀

Upslope's Q1 2025 letter: www.upslopecapital.com/s/Upslope-20...

I'm making a coffee table book of inspirational (and real) Howard Lutnick quotes

...

Really hard to believe my UK smallcaps weren't spared from this carnage

When are his cool new VC friends going to jump ship?

UK defense stocks today

...

Not great, Bob thehill.com/blogs/blog-b...

THE MOTHER OF ALL PAIN TRADES In the newsletter, wrote about the simple chart that interests me more than anything else right now. Sub here to the newsletter: www.bloomberg.com/account/news...

Either nothing's changed and the Euro stock rally is past its expiration date, or...it's early days. $STUDY

I believe this is referring to Euro value stocks

👀

Me trading Euro defense stocks this Q:

WTF is this travesty? Only 4 followers? Give a follow to @lewburton.bsky.social (maybe then he'll post more)

Incredible chart (US retail investor flows)

+1 (or 2 or 3 - seen several similar comments and completely agree)

Market correction over?

Golden age of M&A is officially cancelled

This about right?

Not so friendly reminder that vol is good for CBOE - to a point

Watching people sell FCN into this macro chaos

Pretty wild this stock is up today

Very happy to see this still has legs

👀

Were the German elections an overhang for Euro M&A?

JP Morgan saying the recent shift toward foreign equity markets has overshot? Here's what the performance of non-U.S. markets looks like relative to the S&P 500 over the past decade...

CNBC is still doing this because it wasn’t enough to be an accessory to the largest investor wealth destruction of this era

Listening to a pod on 'The Coming IMF Bailout of Britain!'

I wrote about all the speculation in the market today. pro.thestreet.com/market-comme...

Is the GBP okay?

Q4 letter out soon - feel free to sign up here to receive it direct to your inbox: www.upslopecapital.com/contact

XLP.Q

New sentiment index just dropped

RUM / Tether situation one of the most insane things I can recall in a very long time

I use the Reader View Chrome widget multiple times a day any other high usage widgets ppl recommend? investing workflow related or general knowledge oriented tools or other