Upslope Capital
@upslopecapital.bsky.social
Long/short | Move West | UpslopeCapital.com
May hold positions in securities mentioned; please see website for important disclosures
Englewood, CO, USA
May hold positions in securities mentioned; please see website for important disclosures
Englewood, CO, USA
Pinned
Fresh YTD and all-time relative lows for low vol (SPLV) vs. high beta (SPHB)
December 8, 2025 at 9:00 PM
Fresh YTD and all-time relative lows for low vol (SPLV) vs. high beta (SPHB)
Could be completely wrong, but feels like people are (publicly) covering MSTR right when it's about to get interesting
November 12, 2025 at 2:50 PM
Could be completely wrong, but feels like people are (publicly) covering MSTR right when it's about to get interesting
Incredible that this chart can do this with these (highlighted) holdings
November 3, 2025 at 4:44 PM
Incredible that this chart can do this with these (highlighted) holdings
Updated Upslope's "Consolidated Learnings" document -- marked and clean versions attached and linked below:
www.upslopecapital.com/s/Consolidat...
www.upslopecapital.com/s/Consolidat...
June 3, 2025 at 4:22 PM
Updated Upslope's "Consolidated Learnings" document -- marked and clean versions attached and linked below:
www.upslopecapital.com/s/Consolidat...
www.upslopecapital.com/s/Consolidat...
Remember DOGE dividends?
two men sitting next to each other with the words that was awesome on the bottom right
Alt: two men sitting next to each other with the words that was awesome on the bottom right
media.tenor.com
May 29, 2025 at 2:12 PM
Remember DOGE dividends?
Everyone keeps saying this and wants this to be true, but it's really not?
May 29, 2025 at 10:06 AM
Everyone keeps saying this and wants this to be true, but it's really not?
A real life snitch tag!
May 28, 2025 at 5:54 PM
A real life snitch tag!
Not current on this name, but PR'ing this at 11:45ET on a long-weekend Friday seems like an aggressive 🚩
May 24, 2025 at 2:42 PM
Not current on this name, but PR'ing this at 11:45ET on a long-weekend Friday seems like an aggressive 🚩
Shot, chaser, CHASER
May 22, 2025 at 6:54 PM
Shot, chaser, CHASER
Does someone have a list of which new policies are real and substantive and which ones are not? TYIA
May 12, 2025 at 7:53 PM
Does someone have a list of which new policies are real and substantive and which ones are not? TYIA
GEF commentary from late Feb -- stock is flat from this print ...
May 9, 2025 at 5:53 PM
GEF commentary from late Feb -- stock is flat from this print ...
Comment on rotation from US -> Euro equities via Barcap
May 1, 2025 at 2:54 PM
Comment on rotation from US -> Euro equities via Barcap
Reposted by Upslope Capital
this is one of the best headlines I've ever seen
🚨 *NAVARRO: THIS WAS THE BEST NEGATIVE PRINT FOR GDP I'VE SEEN
April 30, 2025 at 2:21 PM
this is one of the best headlines I've ever seen
"This is now a question about the sanctity of contracts, the legal protections and the rights afforded through lawfully issued permits, and the security of investments based on valid approvals granted in the U.S."
- Equinor CEO on Empire Wind shutdown
- Equinor CEO on Empire Wind shutdown
April 30, 2025 at 10:57 AM
"This is now a question about the sanctity of contracts, the legal protections and the rights afforded through lawfully issued permits, and the security of investments based on valid approvals granted in the U.S."
- Equinor CEO on Empire Wind shutdown
- Equinor CEO on Empire Wind shutdown
Dreams do come true
April 28, 2025 at 9:04 PM
Dreams do come true
Creaking Girders
open.substack.com/pub/paulpodo...
open.substack.com/pub/paulpodo...
Creaking Girders
Financial markets under strain
open.substack.com
April 18, 2025 at 2:33 PM
Creaking Girders
open.substack.com/pub/paulpodo...
open.substack.com/pub/paulpodo...
Bluesky signups 🚀🚀🚀
April 16, 2025 at 2:45 PM
Bluesky signups 🚀🚀🚀
Upslope's Q1 2025 letter:
www.upslopecapital.com/s/Upslope-20...
www.upslopecapital.com/s/Upslope-20...
April 14, 2025 at 2:25 PM
Upslope's Q1 2025 letter:
www.upslopecapital.com/s/Upslope-20...
www.upslopecapital.com/s/Upslope-20...
I'm making a coffee table book of inspirational (and real) Howard Lutnick quotes
April 6, 2025 at 10:35 PM
I'm making a coffee table book of inspirational (and real) Howard Lutnick quotes
Really hard to believe my UK smallcaps weren't spared from this carnage
April 4, 2025 at 11:30 AM
Really hard to believe my UK smallcaps weren't spared from this carnage
When are his cool new VC friends going to jump ship?
April 3, 2025 at 7:19 PM
When are his cool new VC friends going to jump ship?
UK defense stocks today
April 2, 2025 at 1:30 PM
UK defense stocks today
Not great, Bob
thehill.com/blogs/blog-b...
thehill.com/blogs/blog-b...
March 28, 2025 at 1:27 PM
Not great, Bob
thehill.com/blogs/blog-b...
thehill.com/blogs/blog-b...