Martin Hutter @martinhutter

Macro | Commodities Darien, CT Joined February 2009

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Martin Hutter @martinhutter

5 months ago

@sentdefender The design of the reciprocal tariffs made it clear that reducing trade deficits was the goal all along. x.com/nonagonono/sta…

Zygi @nonagonono

5 months ago

@sentdefender The design of the reciprocal tariffs made it clear that reducing trade deficits was the goal all along. x.com/nonagonono/sta…

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Martin Hutter @martinhutter

5 months ago

When #volatilitylaundering actually backfires. Made-up marks in PE force "overallocated" allocators to fire-sell their PE. @verdadcap @CliffordAsness

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@sentdefender If you are expecting a quick resolution to tariffs in exchange for a deal, this interview should give you pause. While Trump’s true motivations are anyone’s guess, interviews like this and his actions so far suggest he’s serious about making a run at cutting the massive U.S.…

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Martin Hutter @martinhutter

7 months ago

@DanielSLoeb1 Totally agree with this take. Things are moving fast, and there are a lot of cross-currents. I'm seeing too many simple takes on X. Lots of herding. Now more than ever, you've got to think for yourself.

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Martin Hutter @martinhutter

7 months ago

@RealJimChanos The most generous case I can make for $TSLA now is that it's a meme coin that actually generates some earnings. The rising gap between P and current Es just tells you that's it's become even more of a meme coin (vs. discounting close to realistic growth in earnings).

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Martin Hutter @martinhutter

7 months ago

Any good reason why #copper volatility is pricing in calm with all the cross-currents ahead?

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Benn Eifert 🥷🏴‍☠️ @bennpeifert

8 months ago

One amusing takeaway there is the reason to invest with huge asset managers is not that they actually do risk management, but that when they don't, you can sue them and they'll have the money to pay you

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Martin Hutter @martinhutter

8 months ago

Love it or hate it, the crypto boom has made the real risk of currency debasement mainstream. But crypto bros too often dismiss gold’s role as a solution. This short piece is a great intro to the basics of currencies miltonfriedman.hoover.org/internal/media…