pricesignals

4.2K posts

pricesignals

pricesignals

@PriceSignals

25 years on the buy side, mostly in EM fixed income & global macro "I offer nothing more than simple facts, plain arguments and common sense" -- Thomas Paine

United States Katılım Ocak 2012
897 Takip Edilen639 Takipçiler
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pricesignals
pricesignals@PriceSignals·
Grateful for my 2nd best financial year ever: big jump to all-time highs in W2 comp for both me & the wife ($800K combined!) + Brazil + bottom fishing stocks during the tariff tantrum 2021 remains the high watermark: +$2.2M in real estate equity, +$500K in the stock portfolio
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pricesignals@PriceSignals·
Having a difficult time deciding if I should sell INTC and MU this week. I'm quite confident that we'll see a decent correction within the next month or two, but these parabolic moves could continue a little longer. How greedy should I be? Tough one.
pricesignals@PriceSignals

Grateful for my 2nd best financial year ever: big jump to all-time highs in W2 comp for both me & the wife ($800K combined!) + Brazil + bottom fishing stocks during the tariff tantrum 2021 remains the high watermark: +$2.2M in real estate equity, +$500K in the stock portfolio

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pricesignals
pricesignals@PriceSignals·
INTC and MU have outperformed my wildest expectations (5x, 9x). Shows how narrow our confidence bands really are vs what's possible. Anyway, I'm looking to sell out this week. Not looking forward to paying hefty cap gains taxes to a dysfunctional federal and state government
pricesignals@PriceSignals

@Citrini7 Bought MU during the April tariff selloff for the first time as a small position. Hoping for the Citrini magic touch to strike (I'm a subscriber). Also bought Intel at the same time, but don't think anyone can help me there.

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pricesignals@PriceSignals·
@leomironov @gave_vincent Congratulations, Leonid! I've met Louis a few times when he visited the office in the US. Gavekal is a first class shop.
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Leonid Mironov
Leonid Mironov@leomironov·
Overdue update: Joined @gave_vincent at Gavekal where I am working on starting a China Fund. Very excited for this, but also remember - nothing on here or any other media is investment advice or solicitation. Speak to your financial advisor.
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pricesignals@PriceSignals·
I'm lucky to have hit my modest number so have been uncharacteristically degen in my play account. Buying EWZ, MU, INTC etc during tariff tantrum 2025 was a gift from the market gods. Latest purchase will be SHILY which I just learned about from one of the sharpest FinTwit minds
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pricesignals
pricesignals@PriceSignals·
@Hedgeye I've known about Keith and Hedgeye for quite some time but first listened to the macro show during the pandemic. In my view, HE's macro framework works across cycles and the stock research is levels above sellside junk. Best calls for me have come from Felix on China tech
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Hedgeye
Hedgeye@Hedgeye·
🚨 We are giving away 5 tickets to Hedgeye LIVE. Reply below to enter: How did you find Hedgeye, and what's kept you here? Bonus points for your best Hedgeye-driven win. Winners announced Monday morning.
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pricesignals
pricesignals@PriceSignals·
Druckenmiller gets a lot of love, but for my money, the Pelosi's are the GOATs of trading. Their Sharpe makes Druck look like a rank amateur. They have such an extraordinary feel for the markets that one would think they almost know what's about to happen next. Oh, wait...
Watcher.Guru@WatcherGuru

In 2021, Nancy Pelosi was asked if Congress should be banned from trading stocks. Her Response: "No… This is a free market." While serving nearly 39 years in Congress with an average annual salary of $168,000, she increased her net worth to an estimated $280,000,000.

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pricesignals
pricesignals@PriceSignals·
Nice how a fireman making $41/hr in SoCal can ramp up overtime to make $229K annually. No fraud there. Just a hard working hero protecting his city from wildfires.
pricesignals tweet media
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