Sunvale Partners
@SunvalePartners
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L/S PM, former activist investor, and PA degen. No financial advice here.
London, England
Joined March 2024
You know you’re doing something wrong when neither the left nor the right want you anymore.
Israel targets a British journalist in Lebanon. The BBC: “Missile lands next to presenter” Pathetic even by its own incredibly low standards.
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MAGA is splintering into the wind. That the Dems haven’t been capturing the zeitgeist here is a reflection of the bipartisan capture of the USA
After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this
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This is just common sense. There may be a period of disruption but worth it to break the corruption
More tube driver strikes announced. Restore Britain's policy is clear: AUTOMATE. THE. TUBE.
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Wild that capital allocators are still funding the private OCIC with NO discount to NAV which shares largely the same underlying at the retail OBDC fund that has just been restricted
Is this a “canary-in-the-coalmine” moment, similar to August 2007? This question will be on the mind of some investors and policymakers this morning as they assess the news that, quoting the FT, the “private credit group Blue Owl will permanently restrict investors from
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Unbelievable that we need to re-litigate the basic facts that SBF committed one of the largest frauds in history. So important for us to stick to some semblance of being a rules based society. Already too many examples of a multi tier justice system
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Take this from an ex $HIMS investor. It’s over. The math doesn’t check out and you’re still buying at a 20x+ EBITDA for a company that might be ex growth for 4-5 years at best
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Is it time for the shorts to come out of hiding? A reminder of great shorts with no fundamentals that can help hedge your momo: $MSTR, $OKLO, $RGTI, $IONQ, $CVNA, $QBTS, $QUBT, $LAES Now that I’ve said it I’m sure we can go back this blowoff top market
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I am still very long but increasingly thinking a global recession later this year is on the cards. Europe needs to aggravate the trade war to maintain sovereignty and hope Trump becomes a lame duck following Nov mid-terms Same for Canada enter USMCA review in July
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Limited pretences on the “international rules based order” because how can there be? Whatever the US says is the rule is the rule. Has always been the case and Europe can no longer put up a front
The UK has long supported a transition of power in Venezuela. We regarded Maduro as an illegitimate President and we shed no tears about the end of his regime. I reiterated my support for international law this morning. The UK government will discuss the evolving situation with
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I was the biggest $DJT hater and I have to admit I see the potential long thesis here. I covered all my shorts (stupidly) at the end of the summer and this is no longer on my watchlist of best shorts to re-enter .
Did $DJT just become the crown jewel of the stock market? I’m genuinely in disbelief: 1. Get Banned from X/Meta 2. IPO social media startup 3. Sell Bibles, Suits, and Sneakers 4. Become US President 5. Sell $100K Tourbillion Watches 6. Launch memecoin 7. Launch crypto
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Quelle surprise. Fed is behind the curve
BREAKING: November CPI inflation unexpectedly FALLS to 2.7%, below expectations of 3.1%. Core CPI inflation FALLS to 2.6%, below expectations of 3.0%. This marks the biggest drop in US inflation since March 2025. Inflation was WELL below expectations in November.
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Fintwit favourite pubic DC names have all sold off and people are reading too much into price action. Private market activity remains as strong as ever. $BX alone has a $70bn DC portfolio with $100bn in pipeline. Pricing for DC capacity is still growing strong DD
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1) sorry to the analyst that had to draft 125 slides 2) sorry but main street does not differentiate between bank led and private credit. You’re either an investment grade or you’re not 3) sorry but if you have to do this it’s already GG
Apollo’s 125-page manifesto on private credit
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Finally some common sense
𝗕𝗥𝗘𝗔𝗞𝗜𝗡𝗚: President Donald Trump wants the NFL to change its name so that soccer is the only sport named football. "This is football, there is no question about it. We have to come up with another name for the NFL stuff." 😬😬😬 https://t.co/wo0IFdClob
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Whether it’s Washington protecting mostly white elites or Westminster protecting mostly coloured minorities, why are underage girls always the victims that need to be sacrificed? Haven’t we agreed long ago this is the most vulnerable class to protect?
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Funny to think @elonmusk may have been right all along that $GOOGL will win the AI race but still couldn’t stop it. Is there an alternate timeline where OpenAI, Anthropic, and XAI were all still one company?
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Seems like 3 major bear narratives: 1) AI ROI not justifying the capex 2) Cockroaches in the credit market 3) Schizo but either Fed is too late to cut or we have persistent inflation The pushback in each case feels quite strong
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I wasn’t going to countenance a vote for Reform because I thought it was same old story lower taxes higher spending. BUT this is genuine reform. Unfortunate but THIS and more importantly pension reform is how the math can finally work. Also this helps youth get work.
YOUNG PEOPLE. LISTEN UP. Today Nigel Farage said the government should cut the minimum wage for young people ...to “raise aspiration” and “boost business" It's £10ph FFS! Lower your pay so you’ll dream bigger DO YOU SEE IT NOW? Spread far & wide. https://t.co/rKXf1RcMT9
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Any public market CEO acting this way would immediately raise red flags
Apparently, if you ask @sama how his $13 billion money-losing for profit not-for-profit can support $1.4 TRILLION of spend commitments, he gets very defensive and starts to attack non-existent short sellers. I cannot wait for @OpenAI to be a public company.
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