Barely Investible Capital Management Ltd

Hedge fund allocator on an island. Got 99 problems but backtested returns ain’t one.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@agnostoxxx Hahahahahahaha

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

Shockingly it’s not so easy when rates go up. Kudos for milking it while it lasted though.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

And here I thought this whole ESG thing was passé.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@bowtiedstocks Does that mean it is safe to short CBA again

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@rennyzucker I am getting some iffy vibes here, this is the kind of stuff for an intro paragraph in a chapter of a future book about the AI hype cycle. I can see this chapter titled “When the Music Began to Stop”.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@joshephraim This must be a joke or accidentally mis-written (not that it would help in a lawsuit if the official docs carry the same wording essentially implying 10% fee in year 1…).

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@Austen @joshephraim What?! What on earth are you private homies even doing 🤣🤣 this is absurd

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@capitalatrisk23 @wolfofharcourt Seriously, what’s the moat for this biz?

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@TheStalwart Victim of success IMO. Smaller niche accounts get better interaction I feel. At one point, certainly at 400k+ followers, you’re bound to be inundated.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

No end in sight to the SMA frenzy

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@tracyalloway Glad it’s not just me buying too many Pokemon cards from eBay!!

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@EffMktHype Who is buying?!

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@momo_capital @optionsniper420 True, another bright spot

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

Question for anyone involved in Chinese equities: can share prices trade in negative territory? It worked for oil, so I’m just curious because we need to start preparing.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@davey_juice So MELI got none of the Brazil upside YtD and all the downside now? Perfection

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@kingkai1998 @jukan05 Can walk away from a deposit if it means not having to put up the rest if you’re not gonna need it… just a thought. And again, will you really piss off your clients? It’s a pretty concentrated client base.

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@SpaceFastighet @blondesnmoney Under the radar?! Aren’t they closed

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@DeepSailCapital Yup, get ready to reload

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@insane_analyst I like it cause most hedge funds would prob do the opposite

[Barely Investible Capital Management Ltd @LowAlphaHighVol]

@aleabitoreddit I’m trying real hard to imagine SK Hynix and Micron suing their best customers to enforce LTAs when the going gets tough.