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Wild bets, hot streaks, and a little market seduction.
The acid capitalist is back, sunburnt and shirtless, broadcasting straight from St. Barts with sand in his toes and a dollar short in his hand. This is Confessions Part II, the origin story sharpened, scuffed, and refitted for today’s volatility junkies. If finance had a Tarantino cut, this is it.
We rewind to the end of 2002. The Nasdaq’s wreckage still smoldering. The S&P up 9 percent. Me? Flat for the month, down 4.9 percent since launch. A hedge fund rookie trading like he’s strapped to a rocket and reading tea leaves in reverse. There were no parades. No consensus. Just my gut, and it was twitching.
I placed my first real bet, short the dollar. The Dixie was at 110. Five years later, it would bleed to 70. Back then, they laughed. Now they squint at the same charts, claiming they saw it coming. They didn’t. But I did. Commodities stopped dying. Gold stopped bleeding. Something turned. And I felt it.
This episode isn’t about P/E ratios. It’s about instinct. Rage. Faith. Hunger. It’s about building Eclectica not as a fund but as a fever dream. I didn’t chase storms. I waited for them. I didn’t knock. I picked the lock. That investor? That was me.
We talk Amsterdam Commodities, no website, no pitch deck, no interest in seduction. It smelled of hash and history. It was cheap, opaque, and irresistible. And it hit. Like a ten-bagger. Like something better than sex. No, seriously, would you rather have a one-night stand or a tenfold return on your weirdest position?
Oh, and then there’s Brazil. The one that ghosted me. The stock I dumped, live, while staring through the glass of their too-polished HQ. They didn’t show me respect. So I showed them the door.
This is the cockpit view of macro. Of madness. Of the market as mythology. No suits. No soft landings. Just you, me, and a twitch in the eye of the storm. Press play.
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