Corona Cap

Global Macro Hedge Fund focused on value investing opportunities across multiple markets and asset classes.

[Corona Cap @corona_cap]

Recording of July 2018 Capital Markets Call $TSLA $TSLAQ $GDX $GDXJ $USDCNY $DXY FAANG $AMZN $AAPL #Gold #China #Russia #Trump $UST #debt #tradewar #Fed #Globalmacro #Valueinvesting #Hedgefunds - https://t.co/8i86iPEcDF

[Corona Cap @corona_cap]

Launch of "MT CRE Insider": Montana's Only Business and Commercial Real-Estate Podcast - https://t.co/IrQE5l9IyV

[Corona Cap @corona_cap]

Launch of "MT CRE Insider": Montana's Only Business and Commercial Real-Estate Podcast - https://t.co/gxsujO5JJU

[Corona Cap @corona_cap]

Montana Fed Ex Distribution Center For Sale - https://t.co/HVljGsMSNx

[Corona Cap @corona_cap]

Montana Fed Ex Distribution Center For Sale - https://t.co/Q7gOHHc7RH

[Corona Cap @corona_cap]

Montana Fed Ex Distribution Center For Sale - https://t.co/G403QJpbIQ

[Corona Cap @corona_cap]

Montana Fed Ex Distribution Center For Sale - https://t.co/fVkviIo36A

[Corona Cap @corona_cap]

Montana Fed Ex Distribution Center For Sale - https://t.co/8J2mZYgB2w

[Corona Cap @corona_cap]

Montana Fed Ex Distribution Center For Sale - https://t.co/dDtlk3f1bu

[Corona Cap @corona_cap]

100% occupied multi-tenant retail investment property available. Excellent income. Out parcel of only power center in in high traffic interchange. - https://t.co/d4lqjgTjkI

[Corona Cap @corona_cap]

Montana Fed Ex Distribution Center For Sale #MT #SVN- https://t.co/rjxJ50EWru

[Brandon Beylo @marketplunger1]

Michael Burry's latest 13F is out!

Here's a list of all his new quarterly buys.

Some standouts:

- Bought Scorpio $STNG
- Bought $FB Calls (11% of port)
- Bought $CVS calls/equity (cc: @Post_Market)
- $TSLA Put is ~40% of portfolio
- Increased exposure to energy / financials

[Meb Faber @MebFaber]

Still my favorite 13F! 👇

[Charlie Bilello @charliebilello]

Twitter Q1 revenues were up 28% over the prior year, its highest growth rate since Q3 2018. $TWTR

Data via @ycharts

[fred hickey @htsfhickey]

The algo's hold on gold/silver market surely is frustrating. Today,as US 10-yr rate jumped, metals were pounded. When 10yr-yield backtracked, metals cut losses nearly in 1/2. But rates are rising on inflation concerns - should be positive for gold. Real rates are deeply negative!

[G Stockus @beatlesonbankin]

@NorthmanTrader I follow the copper gold ratio closely, it does a decent job at times directionally...
last time it was at these levels US 10's were 3%

[Ari Levy @levynews]

Facebook gets 46% revenue growth out of 8% user growth.

Lest you question the power of targeting https://t.co/inOM0mTxfv

[Edwin Dorsey @StockJabber]

Schwab: We will be restricting buying in manipulated OTC stocks

Robinhood: *$1 million crypto bonus* *Tell all your friends to YOLO on dogecoin* *Limited Time*

[jeroen blokland @jsblokland]

Fun chart! From @NorthmanTrader

[TT3 @TradingThomas3]

Bloomberg reporting that $QQQ had the biggest inflow yesterday since 2000, those march madness ads working.

[Jon Lai @Tocelot]

The best apps today are games in disguise

@calm @tiktok_us @superhuman @chime - many of the top consumer / enterprise / fintech apps embrace game design. These 'game-like' experiences feel fun and have great retention

Thread 👇