Nicolas Carvajal

Independent trader & portfolio manager

[Nicolas Carvajal @NicolasPCG]

Ongoing battle between algorithmic mass distraction, and focus...

[Keith McCullough @KeithMcCullough]

Churchill: 'Success is not final, failure is not fatal — it is the courage to continue that counts.' You showing up every morning is the whole game. Keep grinding

[Nicolas Carvajal @NicolasPCG]

@conpeache 😍😍

[Nicolas Carvajal @NicolasPCG]

@nikorules_3k @KeithMcCullough @ConvexityMaven I see, then the 90-120 space can be the Chop Bucket?

[Nicolas Carvajal @NicolasPCG]

@KeithMcCullough @APompliano damn 😂

[Hedgeye @Hedgeye]

🚨 Data Centers Use 30x Less Water Than Golf Courses

[Nicolas Carvajal @NicolasPCG]

On Todays Macroshow @KeithMcCullough gave us Drama, Gave us Ranges, Gave us process ... you cant make it up .. thx coach

[Nicolas Carvajal @NicolasPCG]

Macro Week Summary Notes IS FIRE @Hedgeye

[Nicolas Carvajal @NicolasPCG]

@conpeache veridico

[Nicolas Carvajal @NicolasPCG]

@conpeache Q el novio la saco a pasiar 🫂

[Nicolas Carvajal @NicolasPCG]

"As I often tell my kids, talent gets you in the room - character decides if you stay." Watch out if an #EarlyLook quote catches you off guard... good one @KeithMcCullough @Hedgeye

[Nicolas Carvajal @NicolasPCG]

Its known that +70% of emissions come from non-food/agriculture related activities. It seems like this will only punish the coffee farmer who will be less competitive than its peers... or maybe I am wrong?

[Nicolas Carvajal @NicolasPCG]

"We are providing capital to ensure we can make the transition from coffee monocultures that cause CO₂ emissions and harm biodiversity, to a new form of coffee cultivation using biological rather than synthetic chemical inputs." @Marcpalahi Why focusing on agriculture?

[Nassim Nicholas Taleb @nntaleb]

If you're smart, wealth can buy you the lightness of absence of schedule & the ability to modulate your day to surprises as they come.
If you're stupid (like most rich pple), wealth buys you the prison of a rigid schedule, metastatic obligations, & self-feeding complications.

[Nicolas Carvajal @NicolasPCG]

The real problem is "The political class that continues to devalue the purchasing power of the people by printing money, to attempt to solve for their political problems" @KeithMcCullough bravo 💯

[Nicolas Carvajal @NicolasPCG]

@conpeache Prenda velita 🕯️asi de serio toca

[Nicolas Carvajal @NicolasPCG]

@Hedgeye "Hey that's my tie..."

[Nicolas Carvajal @NicolasPCG]

@conpeache Experiencias internacionales, mismas conclusiones

[Visegrád 24 @visegrad24]

JP Morgan has raised its estimate of Argentina’s GDP growth in the third quarter to 8.5%, one of the highest in the world.

JP Morgan is citing optimism around recent reforms by President Milei as the reason for such rapid growth.

🇦🇷