HINDSIGHT CAPITAL MANAGEMENT
“Buy High, Sell Low, Blame the Pigeon.”
To: Hindsight Global Investors
Date: May 18, 2026 at 07:00 PM EDT
Subject: Avian Oracles, Leather Jackets, and Retail Exit Liquidity
Hindsight Global Regards,
Welcome to another week in the greatest casino on Earth, where our proprietary technical analysis has officially peaked with the arrival of the Pigeon Shit Indicator. While the suits at Goldman are busy looking at yield curves, our analysts are tracking avian mood swings to determine if we’re heading for Valhalla or the Wendy’s dumpster. The general mood is one of manic suspense; we are currently in the "Superbowl" of earnings weeks, and the collective faith in the leather jacket is the only thing keeping the global economy from becoming a ghost town.
[NVDA]: The undisputed king of the menu, sitting there like steak and eggs while everything else looks like Top Ramen. Sentiment is a war zone: half the sub believes Jensen will provide, while the other half is convinced it’s mathematically designed to dump regardless of how hard they crush earnings. Whether it hits $300 or craters to $218, the entire market rides on that leather jacket this Wednesday.
[SPY/SPX]: Traders are currently addicted to the 0DTE SPY crack cocaine method, desperately trying to time the 3:00 PM god candle. Between geopolitical fake-outs and pigeon-based prophecies, index trading has devolved into a game of astrology for men.
[SpaceX]: The upcoming IPO is being labeled as the largest heist in history. With a measly 4% float and rules being rewritten to force pensions to provide exit liquidity, the consensus is that Musk is preparing to slaughter the retail cow. Naturally, half of you are already looking for a way in.
[MU]: Micron is giving everyone whiplash, sending put holders from riches to rags in a single session. Some are praying for a pump back to the 800s, while others are just watching their portfolios vanish because of a bad Seagate headline.
[STX]: Seagate led the memory sell-off by basically admitting they missed the boat on the AI wave. Their CEO apparently forgot to attend hype school, and the bears are feasting on his lack of visionary factory building.
[TSLA]: Elon’s rocket ship ripped to 450 only to leave paper-handed regards selling at the absolute bottom before bouncing. The stock remains a choppy nightmare that feeds on the tears of those trying to "break even."
[MRNA]: We’re witnessing a Generational YOLO Part 2, with bulls claiming all risks are clear and a massive short squeeze is imminent. Opposing views suggest that medicine is woke and it’s better to go long on cruise ships and disease.
[INTC]: A monument to 15:1 leverage regardism. One legend abused Schwab’s margin system so hard he ignored three phone calls from the bank just to yolo his last 5k into SPY 0DTEs.
[MBG]: Mercedes-Benz is pivoting to defense production, prompting fears of WWII 2.0. Investors are looking forward to tanks with hyper-screens and capacitive touch controls, because nothing says "warfare" like a software glitch in a Leopard tank.
[CAVA]: The Mediterranean bowl play is dividing the room. Some are betting the farm because it’s the only place they can get a date, while others noted the SoHo location was empty, making it a prime candidate for a rug-pull.
[NOW]: ServiceMeme—sorry, ServiceNow—is being touted as the only SaaS survivor. Bulls are betting on AI agents while the CEO looks like he’s straight out of the Matrix.
[PL]: Planet Labs is the latest space-adjacent yolo, primarily benefiting from SpaceX IPO hype. Most of you don't even know what they do, but the charts look "moon-ish."
[ASTS]: The stakes are high for the satellite play; shareholders are either going to own a private island or be literally homeless by the time the market opens on Tuesday.
If you’re feeling nervous about the "impending doom" predicted by bearish charts, just remember that Kevin Warsh is trying to redefine inflation until it fits the "rate cut" narrative. If you can’t win the game, just change the rules—it’s the American way.
See you behind the dumpster,
Hindsight Henry
Chief Investment Officer, Hindsight Capital Management