Wifey Profile picture
Dec 12 3 tweets 1 min read
Who’s got my pinned tweet?
If anyone has my old pinned tweet I will follow them. Need proof in reply.
It is Solo Jungle until. 🤝

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More from @WifeyAlpha

Dec 12
People thought trading was easy. The purge is needed to restore order. The market was a fucking mess. QE one helluva drug.
Beta was trading with Sharpe ratios of 5 🤣🤣 $SPX bye bye not buy buy
Not long-term but you get my point (also you should look at SRs on one year or more)
Read 4 tweets
Dec 7
AQR paper on 60/40 with tail hedging, put buying and trend.

Sheep (enhance rebal 60/40), Snake (Trend/Momo), Hawk (tail risk), Zee Puts (market timing put buying)

Hear me out. Portfolio idea:
*** Wifey 60/20/10/10 ***

60% in sheep, 20% in snake, 10% in hawk, 10% in Zee Puts
Here is the majority of the trend / momo papers
Read 4 tweets
Dec 2
You did not listen to me, Ray.

Protect the profits from this year. You see even the big boys fuck it up. We do not. 💪
My macro book is up 21% when pure alpha II is up only 6%
Read 4 tweets
Dec 2
No cluster headaches or insomnia for over 3 months now. Blessed. I know we work hard but really all you need is family and health.
It really makes me appreciate the times like this when I can focus on my family and work more while being pain free. When in cycle all you pray for is 24 hours without an attack.
The weird thing is that I have mild PTSD from the attacks. I get memory blacks out and normally my recall is pretty good. You just learn to live with them and you solider on. Last cycle I was hitting 9/10 on pain levels. It was beyond savage. Hopefully next year will be free.
Read 4 tweets

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