Umit Singh Dhuga
@usdhuga.bsky.social
Hedge fund manager.
Former Classics professor (PhD Columbia 2006; postdoc Harvard 2008).
Author of three books (philology & poetry)
Hyperpolyglot.
Pope.
Author website: https://www.usdhuga.com
Academic website: https://columbia.academia.edu/UmitDhuga
Former Classics professor (PhD Columbia 2006; postdoc Harvard 2008).
Author of three books (philology & poetry)
Hyperpolyglot.
Pope.
Author website: https://www.usdhuga.com
Academic website: https://columbia.academia.edu/UmitDhuga
Pinned
“Full Argentina” 🤌🏽🤌🏽🤌🏽
Exactly how MANY emerging-market strongmen are we going to rescue? 🤡
@politico.com 🇭🇺
www.politico.eu/article/hung...
@politico.com 🇭🇺
www.politico.eu/article/hung...
November 10, 2025 at 10:43 PM
“Full Argentina” 🤌🏽🤌🏽🤌🏽
Why does my broker not have a DRIP option for the tariff dividend?
November 10, 2025 at 8:43 PM
Why does my broker not have a DRIP option for the tariff dividend?
Why is there a tariff dividend instead of a tariff share-buyback?
November 10, 2025 at 8:30 PM
Why is there a tariff dividend instead of a tariff share-buyback?
If there’s a tariff dividend, I’d like to know
1. what’s the ex-dividend date?
2. are there puts and calls on the underlying?
3. what is the borrow rate on the underlying?
Not investment advice.
1. what’s the ex-dividend date?
2. are there puts and calls on the underlying?
3. what is the borrow rate on the underlying?
Not investment advice.
November 10, 2025 at 8:26 PM
If there’s a tariff dividend, I’d like to know
1. what’s the ex-dividend date?
2. are there puts and calls on the underlying?
3. what is the borrow rate on the underlying?
Not investment advice.
1. what’s the ex-dividend date?
2. are there puts and calls on the underlying?
3. what is the borrow rate on the underlying?
Not investment advice.
Reposted by Umit Singh Dhuga
Sorry I have to say it, but: „American English is wrong about that one“.
Let my gravestone read "PUNCTUATION GOES INSIDE THE QUOTATION MARKS."
November 10, 2025 at 7:50 PM
Sorry I have to say it, but: „American English is wrong about that one“.
November 10, 2025 at 7:45 PM
GAAP or non-GAAP, that is the question
JUST IN: Michael Burry has said that Oracle, $ORCL, and Meta, $META, could be overstate earnings by 26.9% and 20.8%.
November 10, 2025 at 7:21 PM
GAAP or non-GAAP, that is the question
On God.
The evidence keeps accumulating that Brexit was an astonishing self-inflicted economic policy disaster. The fact that it is a slow-moving one bodes ill for those who think that populist economic mismanagement will translate into voters punishing populists. www.nber.org/system/files...
November 10, 2025 at 6:14 PM
On God.
Reposted by Umit Singh Dhuga
November 9, 2025 at 6:37 PM
Reposted by Umit Singh Dhuga
🎙️ NEW PODCAST 🎧
🇨🇦🛢️ On the latest episode of the Oil Ground Up podcast, I was joined by Kevin Birn of S&P Global to discuss the current position and both pipeline- and policy-dependent future of Canada’s oil sands industry.
Listen below or on your fav platform:
clearcommodity.net/podcasts/oil...
🇨🇦🛢️ On the latest episode of the Oil Ground Up podcast, I was joined by Kevin Birn of S&P Global to discuss the current position and both pipeline- and policy-dependent future of Canada’s oil sands industry.
Listen below or on your fav platform:
clearcommodity.net/podcasts/oil...
November 9, 2025 at 2:42 PM
🎙️ NEW PODCAST 🎧
🇨🇦🛢️ On the latest episode of the Oil Ground Up podcast, I was joined by Kevin Birn of S&P Global to discuss the current position and both pipeline- and policy-dependent future of Canada’s oil sands industry.
Listen below or on your fav platform:
clearcommodity.net/podcasts/oil...
🇨🇦🛢️ On the latest episode of the Oil Ground Up podcast, I was joined by Kevin Birn of S&P Global to discuss the current position and both pipeline- and policy-dependent future of Canada’s oil sands industry.
Listen below or on your fav platform:
clearcommodity.net/podcasts/oil...
Ladies and gentlemen — the weekend.
November 7, 2025 at 9:22 PM
Ladies and gentlemen — the weekend.
On God.
November 7, 2025 at 6:25 PM
On God.
Reposted by Umit Singh Dhuga
CRUDE TERM STRUCTURE
Crude curves weakening again, Brent prompt timespreads got as low as 20c earlier today (rebounded a bit since) while WTI still sitting at only 13c.
Crude curves weakening again, Brent prompt timespreads got as low as 20c earlier today (rebounded a bit since) while WTI still sitting at only 13c.
November 6, 2025 at 8:51 PM
CRUDE TERM STRUCTURE
Crude curves weakening again, Brent prompt timespreads got as low as 20c earlier today (rebounded a bit since) while WTI still sitting at only 13c.
Crude curves weakening again, Brent prompt timespreads got as low as 20c earlier today (rebounded a bit since) while WTI still sitting at only 13c.
Zauberflöte >>> dunkelflaute
a painting of mozart wearing a red jacket and white shirt
ALT: a painting of mozart wearing a red jacket and white shirt
media.tenor.com
November 6, 2025 at 11:51 AM
Zauberflöte >>> dunkelflaute
A question that reminds that EMLC (VanEck JP Morgan EM Local Currency Bond ETF) has had a YTD total return just shy of IVV with considerably less volatility.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
November 6, 2025 at 4:55 AM
A question that reminds that EMLC (VanEck JP Morgan EM Local Currency Bond ETF) has had a YTD total return just shy of IVV with considerably less volatility.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
Monthly distributions will also have afforded agility with a high coupon against an effective duration of 5.19 yrs.
Not investment advice.
Tune your vuvuzelas.
I’m sorry but the ‘FIFA Peace Prize’ is absolutely sending me. 💀
“…so it looks like we’re still on for World Cup America but there’s a catch.”
“What catch?”
“We have to give the President a trophy or he’ll deport the players.”
“Uh. Okay sure, whatever.”
“…so it looks like we’re still on for World Cup America but there’s a catch.”
“What catch?”
“We have to give the President a trophy or he’ll deport the players.”
“Uh. Okay sure, whatever.”
November 6, 2025 at 4:35 AM
Tune your vuvuzelas.
On God.
😎😎😎😎 GOOD THINGS CAN STILL HAPPEN 😎😎😎😎
November 5, 2025 at 5:38 AM
On God.
Reposted by Umit Singh Dhuga
Great result. Ugly game, Prague clearly sent out to try and wind Arsenal up. Arsenal dealt with it well and the extra quality made the difference.
Special moments for Dowman & Harriman-Annous and yet another clean sheet. 8 in a row now, first time Arsenal have done that for 122 years. Incredible.
Special moments for Dowman & Harriman-Annous and yet another clean sheet. 8 in a row now, first time Arsenal have done that for 122 years. Incredible.
November 4, 2025 at 7:54 PM
Great result. Ugly game, Prague clearly sent out to try and wind Arsenal up. Arsenal dealt with it well and the extra quality made the difference.
Special moments for Dowman & Harriman-Annous and yet another clean sheet. 8 in a row now, first time Arsenal have done that for 122 years. Incredible.
Special moments for Dowman & Harriman-Annous and yet another clean sheet. 8 in a row now, first time Arsenal have done that for 122 years. Incredible.
Truly wild that Marjorie Taylor Greene of all people is the one Republican who realizes that MAGA is over
November 5, 2025 at 4:37 AM