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Wifey Profile picture
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Feb 5 • 3 tweets • 2 min read
Ticking time bomb for the west #economicwar
Wifey is on this. Heard it here first. #economicwar #secondleginflation
READ IT 👁️👁️

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More from @WifeyAlpha

Wifey Profile picture
Feb 5
Using realised vol control is for cretins, the drawdowns are in, you fucking doughnut.
VolQ’s old housemaster used to call me cretin religiously. He loved me. Lol.
Once a fucktard always a fucktard 🤝
Read 4 tweets
Wifey Profile picture
Feb 3
Love it when twitter corrects deflation with disinflation … yes everyone knows you bloody genius but this isn’t the journal of portfolio management you fucking pillock.
You don’t have disinflation quads you have inflation and deflation or inflation increasing or inflation decreasing.

Technically you are right so I will shut up.

Respect to you tho, mean that. 🫡
Read this thread and follow @sharpenotes Thank me later. Geezer loves a pint so I am bias.
Read 4 tweets
Wifey Profile picture
Feb 3
WHO IS BEHIND THIS RALLY?
******************************************

Short 🧵 discussing who is driving this bear market rally and are the “big boys” in?

Summary: Retail trading bonanza!
JPMorgan data show day traders make up 23% of total trading

Powell blessed a speculative frenzy

Greater than peak covid meme era
“They are encouraged by the recent rebound in small-cap meme stocks and cryptoassets which crashed last year” - Peng Cheng

bloomberg.com/news/articles/…
Read 9 tweets
Wifey Profile picture
Feb 2
People think US equities are trending with directionality and exhibits trendiness when it's basically everything else including other asset classes. "Overall Market" covers all markets; equities, fixed income, commodities, currencies, FX, real estate and crypto. Image
Brutal if you are blind ... this is directionality and trendiness for ex-US stocks Image
Read 4 tweets
Wifey Profile picture
Jan 29
wobble at 18s to 22s but not bad for prediction price targets #Bitcoin
Read 4 tweets
Wifey Profile picture
Jan 29
I have tried to warn you for months about this. This year we will see.
asiatimes.com/2023/01/jerome… Image
Oof
First mentioned that china was going to export inflation in April 2022. Think I was one of the first, if not the first to say this. (Haven’t looked around … I am not that sad so maybe someone else on this before) 🤝
Read 5 tweets

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