Wifey Profile picture
Feb 12 4 tweets 1 min read
Softs are gonna roof then keep roofing

#EconomicWar
for the normies "softs" = soft commodities like grains et al
Agriculture ETF $DBA STRONG BULL in ST

Wheat, Rice, Soybean, Cattle Feeder, Cotton, Orange Juice and sugar futures are all STRONG BULL on SHORT-TERM (< 3 mths)

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More from @WifeyAlpha

Feb 13
Wifey Generational Fam Wealth 🧵

1/N
Your strategic asset allocation can be passive buy and hold portfolios that have reinvestment / inception dates near the generational lows.

These are portfolios such as 60/40 and simple equity and bond portfolios.

The Wifey Fam have 🐢🦏🐑🦆🐒

2/N
🐢 = multi-asset overweight bonds
🦏 = equities, bonds and gold
🐑 = enhanced 60/40
🦆 = thematic equities
🐒 = multi-asset overweight equities

3/N
Read 4 tweets
Feb 12
There is a reason why I've been banging the table about macro and trend momo ... “Do not prepare the road for the normies. Prepare the normies for the road." (VolQ)
Read 4 tweets
Feb 12
DJ VolQ … let’s go open.spotify.com/track/6nYJWAPK…
Jump up DnB Wifey … never too old 😂 open.spotify.com/track/6f0ZXMKG…
Good new DnB tune this one open.spotify.com/track/2NCq4Bae…
Read 4 tweets
Feb 10
This is the last time you will see the dash like this. Big changes and additional signals are being added. You will have raw strength and direction from trend and momo with an early warning signal (Coal Mine Canary) and an indication of conviction.

US Equities #WifeyDashboard
Fixed Income #WifeyDashboard
Commodities #WifeyDashboard
Read 6 tweets
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
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

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