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Win Smart, CFA Profile picture
Win Smart, CFA
@WinfieldSmart
20+ years Buy & Sell side. Pricing the right side of the Balance Sheet. Not Advice. Macro trends.
David Profile picture Udo Schwerd Profile picture Patryk Kubiak 🇵🇱 Profile picture Hakan Profile picture David Profile picture 9 subscribed
May 21 • 5 tweets • 2 min read
"Commodities protect against structurally higher inflation and diversify better than bonds. A portfolio with 40% exposure to commodities outperformed a traditional 60/40 mix with less downside risk."

- BofA Image
Jun 19, 2023 • 5 tweets • 2 min read
THE MAGNIFICENT SEVEN
BUBBLE Image SECTOR FLOWS 🌊 Image
Jun 6, 2023 • 4 tweets • 4 min read
TIMING THE 2023 RECESSION 👇 ImageImageImageImage Are we in a recession? 🤔 ImageImageImageImage
Mar 21, 2023 • 10 tweets • 2 min read
THE STRONG MEN DON'T NEED U.S. 🇺🇸 DOLLAR 💵
ANYMORE I GUESS THE U.S. 🇺🇸 DOLLAR 💵 IS OUT
Mar 21, 2023 • 5 tweets • 2 min read
Small Banks 🏦 have a lot of Commercial Real Estate Loans Image
Jan 20, 2023 • 6 tweets • 2 min read
Global Property Market Faces $175 Billion Debt Spiral

Funds raked in the last of the dumb money and closed the gates... bloomberg.com/news/features/… Almost $175 billion of real estate credit is already distressed, according to data compiled by Bloomberg — about four times more than the next biggest industry. As the toll from higher interest rates and the end of easy money mounts, many real estate markets are almost frozen
Jan 19, 2023 • 4 tweets • 1 min read
You better get your money out 😱

All the gates are going up
Dec 12, 2022 • 5 tweets • 1 min read
BREAKING: US files criminal charges against Sam Bankman-Fried, the chief of FTX SAM BANKMAN-FRIED ARRESTED IN THE BAHAMAS: COINDESK
Dec 6, 2022 • 5 tweets • 2 min read
TIMING THE 2023 RECESSION 👇 ImageImageImageImage
Nov 2, 2022 • 4 tweets • 1 min read
Volcker presser soon... Image Wow, he just took a lot of wind out of sails
Oct 27, 2022 • 4 tweets • 1 min read
WHEN DOES FED 🏛 PIVOT? 🤔

(thread) Image FED 🏛

WELCOME TO THE LATE 70s Image
Sep 14, 2022 • 4 tweets • 2 min read
HOW MUCH TIME ⏲️
BETWEEN LAST HIKE & CUT Image WHEN WILL FED 🏛
STOP? Image
Aug 23, 2022 • 7 tweets • 2 min read
EUROPEAN 🇪🇺
ELECTRICITY 😱 Image GLOBAL 🌎 HOUSEHOLD
ELECTRICITY PRICES Image
Jul 19, 2022 • 4 tweets • 1 min read
CAN FUND MANAGERS GET MORE NEGATIVE?
😮👇 Image Investors slash exposure to risk assets to levels not seen even during the global financial crisis in a sign of full capitulation on “dire” economic outlook, according to a Bank of America survey trib.al/KJqAxUg
Jun 13, 2022 • 22 tweets • 6 min read
Don't forget the zombies 😱
Apr 30, 2022 • 4 tweets • 2 min read
$DM is also the solution to "just in case" inventory

See attachment
Mar 27, 2022 • 7 tweets • 2 min read
U.S. 🇺🇸 DOLLAR 💵
Image Road map for the U.S.🇺🇸
DOLLAR 💵

(similar to roman empire courtesy of Bridgewater) Image
Mar 10, 2022 • 6 tweets • 2 min read
⚪🟠🟡 METALS Image 🟠TOP 20 COPPER MINES Image
Mar 4, 2022 • 4 tweets • 1 min read
OIl 🛢 & RECESSIONS

1947–1948 – Oil prices rise sharply ($20 to $30). Recession 1949.

Apr 1953–Jun 1953 – Oil prices rise modestly, though rapidly. Recession 2H53 – 1H54.

Jan 1957–Apr 1957 – Oil prices rise modestly, though rapidly. Recession 2H57–1H58. Jan 1969–Apr 1969 – Oil prices rise modestly, though rapidly. Recession 1970.

Bretton Woods Ended (Aug 1971)

Jul 1973–Jan 1974 – Oil price rise sharply ($20 to $60). Recession 1974.

Jan 1979–Apr 1980 – Oil prices rise sharply ($60 to $135). Recession 1H80 & again 2H81–1H82.
Oct 17, 2021 • 4 tweets • 1 min read
🟠TOP 20 COPPER MINES Image Everything looks 👌 to me
#Copper
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Jun 11, 2021 • 6 tweets • 2 min read
100 YEARS OF INFLATION Image RECENT U.S. 🇺🇸 INFLATION Image