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David Taggart-PDMacro.com Profile picture
@DavidTaggart
Oct 2, 2020 • 8 tweets • 12 min read • Read on X
I have only done #FF a few times in my decade plus on this site. Today I will highlight some sub-5k accts that should be way over 5k.

@jaykaeppel

Comes up with more system ideas per day than maybe anyone alive, and many you would never think of. Blogs for free.
@jaykaeppel @jpicerno

I read his great book "Nowcastng the Business Cycle" years ago. Blogs for free. Has a service.

@MagnusMacro

Smart dude. Good discussion. Good pics of food.

@macrotool

Smart dude. When he posts about markets and what he is testing you want to pay attention.
@jaykaeppel @jpicerno @MagnusMacro @macrotool @SamuelRines

Does a great daily letter. Smart dude.

@jam_croissant

Options person. Smarter than most of us. Had an interview with Meb the other day. Go listen and then follow.
@jaykaeppel @jpicerno @MagnusMacro @macrotool @SamuelRines @jam_croissant @KrisAbdelmessih

Options person. Smarter than most of us. Very good at explaining complicated topics. Blogs for free. Sign up for his blogs letter.

@Mephisto731

Another options person. Smarter than most of us.
@jaykaeppel @jpicerno @MagnusMacro @macrotool @SamuelRines @jam_croissant @KrisAbdelmessih @Mephisto731 @acrossthecurve

Friendly dude. Did fixed income for a long time. Used to blog. IDK how some firm doesnt send him a BBG and have him do live commentating about FI from his house or wherever he is.
@jaykaeppel @jpicerno @MagnusMacro @macrotool @SamuelRines @jam_croissant @KrisAbdelmessih @Mephisto731 @acrossthecurve @ARPjensen

I have read his writings for over a decade. It would be cool if we got him more active on this site.

@natstewart5

Small/micro cap special situations guy. Also knows trading systems. Also into fitness.
@jaykaeppel @jpicerno @MagnusMacro @macrotool @SamuelRines @jam_croissant @KrisAbdelmessih @Mephisto731 @acrossthecurve @ARPjensen @natstewart5 If you cant find value in most if not all of these guys idk what to do for you.

Happy Trading,
xoxo
yes one acct is over 5k. sue me or whatev. still underfollowed. Next week, or next time I do a #FF I will expand it to sub-10k acccts.

Considering a few accts that have like 100k+ follows there is a lot of negligence going on in FinTwit land. PPP man has 1m WTF?

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More from @DavidTaggart

David Taggart-PDMacro.com Profile picture
Jan 16, 2022
1/I read a book a few weeks ago called "The Art Of Execution" by Lee Freeman-Shor.

I didn't agree with him on everything but I did more often than not. And there was one very important truth in there.

Here are some notes-mostly my words but a few direct sentences
2/-Be a killer-my words for sure but something I am trying to be more and mroe by the day. If it helps say "WWWEB do" cause WarrenB is every bit the financial gangster that WarrenG claimed to be on the streets. (if you dont get the reference then you are clearly no Regulator)
3/By be a killer I mean make the right decision and just do it. We know that emotions are the #1 return killer...and yet how active do you fight the dumb ones? Also stocks dont know who you are. You owe them nothing.
Read 23 tweets
David Taggart-PDMacro.com Profile picture
Sep 16, 2021
An update to the classic "what happens if you miss the 10 best days in the market" where advisors tell you that "it is not timing the market but time IN the market that matters"

But here we show the other side where you can also miss the 10 WORST days in the market.
All of this is just using the SPY ETF from 3/1/93-9/16/21

B&H=909.87%
Miss the 10 WORST days=2321.47%
Miss the 10 BEST days=356.96%
I will post the SP500 later going WAY farther back-would include 1987 for instance-but the results are telling.
Read 12 tweets
David Taggart-PDMacro.com Profile picture
Feb 7, 2021
Here is how the SPY-SP500 ETF has done with simple OHLC based strategies since its inception
Same strats since the GFC bottom
Here is the history of holding intraday.
Read 5 tweets
David Taggart-PDMacro.com Profile picture
Sep 21, 2020
1/one thing the fundamental people can learn from the technical people is the art of trend following and mean reversion as it pertains to having a rules based way to try and get better entries and stick with the position as long as you can.
2/if you want to be WarrenB 2.0 with lower drawdowns then you might want to read a bunch about the CTA/managed futures/LTTF crowd and how they run their systems. A LOT of value there imo. If you have the tendency to want to close out profits this can help you ride that trend
3/st mean reversion is not a bad way to get better entries or even better add on buys/shorts. You know the momentum lit that looks at 12m momo and then buys a month later? That is because there is a reversion factor in there.
Read 9 tweets
David Taggart-PDMacro.com Profile picture
Sep 19, 2020
Politics
1-Those guys over there are doing a power move and they are corrupt and the sky is falling in. Theyre Hitler
2-Those guys over there did a power move last time and they are corrupt and we are saving the sky. Theyre Hitler

Repeat these convos everytime they switch power
1-no no no this time we are serious they really are Hitler.

2-yeah yeah yeah they are Hitler

Any genuinely neutral outside observer "damn is everyone named Hitler around here?"
idk there are legit issues in our politics and policies but damn everyone is blind to what their own parties do when they are in power.

Speaking of both parties. Cocaine Mitch is not a great person. Harry Reid was not a great person.
Read 9 tweets
David Taggart-PDMacro.com Profile picture
Sep 16, 2020
Pretty sure Bill Gurley is in the other room throwing up right now

you dont get moves like this with a boring direct listing
SPACs have nothing on this. About as fun as handing the promoter all your money and never seeing it again.
Read 6 tweets

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