“But when I do, I will strive to be a good student…”

Feedback in:

Hi Michael,

Just a thank you for interviewing Kuppy a while back. One of the few podcasts I gave a relisten straight away.

As fascinating as he is, his latest Twitter bagging out TF in the light of your interview I find strange. I am aware as much as I like that philosophy of, by his own blurb, “allocations to event-driven special situations”, which reminds me of Soros style a lot, like his “hurricane-omics”, I recognize he is a whale who if he wants to get large positions it is not as easy as the likes of small fry like me, to not change the market with a trade. I get that.

I also get that he doesn’t seem to understand TF methods either. I am guessing that, eg he speaks of uranium, that TFs may have gotten in sometime after the Dec 26 dip, or early May, and he is assuming the TFs are only getting in on the higher breakout.

No great reply requested or necessary.

So many questions for you. I can’t wait to jump in, all in good time. But when I do, I will strive to be a good student.

Trend following is trend following. It is what it is. Not everyone is one.

Filed under Trend Following