Upslope Capital

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

Thank you, fellas

two men sitting next to each other with the words that was awesome on the bottom right Alt: two men sitting next to each other with the words that was awesome on the bottom right

Remember DOGE dividends?

Yes, the recent Sinding interview (w/Hohn) was very illuminating

www.ft.com/content/73a0...

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

I think so

Incredible things happening for Bluesky on X

Dreams do come true

Big fan of Paul's writing, which is always concise and to the point

Creaking Girders Financial markets under strain

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

Bluesky signups 🚀🚀🚀

Also, the title on that appears to be wrong!

Just a little higher and prob a lot of pain, idk, twt, ymmv, gflta

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

Damn, for a second I thought that said 'Lutnik Orbits Sun'

Haha, just in case you're not kidding

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

Potential all-timer from a Liberation Day (pre-mkt) downgrade