HINDSIGHT CAPITAL MANAGEMENT
“Where your life savings go to die in the name of memes.”

To: Hindsight Global Investors
Date: May 16, 2026 at 07:00 PM EDT
Subject: Leather Jackets, Small PPs, and the End of the J-Pow Money Printer

Dearest Fellow Degenerates,

The market vibe right now is a intoxicating cocktail of retail euphoria and pure, unadulterated chaos. We’re currently in a weird transition phase where our beloved CEO of SPY, Jerome Powell, has officially switched chairs to make room for Kevin Warsh, who is already being hailed as the worst Fed Chair in history after just one day. Between waiters giving stock tips alongside the chips and salsa and grown adults betting their kids' futures on vegetables, it’s clear that fundamental analysis is dead and we are all just finding bagholders for our steaming piles of 🐎💩.

NVDA: The entire market rides on Jensen’s leather jacket this week. While some of you are praying to Valhalla, the smarter bears know it’s mathematically designed to dump regardless of how many estimates it crushes. If you’re playing anything else, why?

MU: Sentiment is a tragic mix of prayer circles and bagholding cope. One legendary retard is underwater on a stock that’s up 659% in a year, and now he needs it to hit $1047 in two months or he loses $160k.

SpaceX: Elmo’s latest grift involves a 5-for-1 split designed to turn retail into exit liquidity. Some think it's a 4 trillion market cap play, while others are just waiting for the rug pull.

CORN: We’ve hit a new low. One of you literally gambled your son's college fund on corn—the vegetable, not the coin. Hope the kid likes Wendy’s, because he’s never getting into college now.

SOFI: The bagholders are out in force trying to convince us this is an elite fintech powerhouse and not just a bank that overspends on stadium naming rights.

SLV: Silver recently pulled a classic rug pull. Recommending silver calls to a friend for their first options trade is officially a crime.

BABA: Sentiment is swinging wildly as users perform "technical analysis" on Xi and Trump's meeting posture to correlate bulge size to market swings. Truly the important questions are being asked.

INTC: One absolute genius is holding $150k worth of Intel on a $10k account through margin. He’s currently waiting for the forbidden phone call while his balance speeds toward zero.

HD / LOW: Puts are the consensus here. Between the "no rate cuts" mindset and people just calling it The Home Despot, the housing retailers are looking like top ramen compared to tech steak.

DJT / MNGO: Trump's personal portfolio disclosure revealed he’s a CVNA bagholder and apparently loves Kura Sushi. No Micron or McDonald's, which is the most insanely corrupt part of it all.

CAVA: Investors are split between puts and calls, mostly because it’s the only place WSB members actually get hit on.

SPY / QQQ: We are bidding farewell to J-Pow, who convinced us that losing 30% of our purchasing power was a "soft landing." Now that the printer has stopped, we’re staring down the barrel of rate hikes.

If your recession indicator involves a waiter giving you stock tips, remember: either the top is in, or that waiter is about to outperform 90% of this sub.

Stay liquid or stay poor,

Hindsight Henry
Chief Investment Officer, Hindsight Capital Management