Macrowonder123

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Macrowonder123

Macrowonder123

@macrowonde72203

Used to be a billionaire now a millionaire through a contrarian macro portfolio construction with an fx options overlay

Dallas Katılım Mayıs 2023
13 Takip Edilen20 Takipçiler
Macrowonder123
Macrowonder123@macrowonde72203·
He's back just like the USDJPY bulls
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Macrowonder123 retweetledi
Geiger Capital
Geiger Capital@Geiger_Capital·
The 2s10s curve is disinverting… Now just -38 bps from -108 bps in July.
Geiger Capital tweet media
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Alan
Alan@jozhlef·
By the end of the cycle, everything looks like a Ponzi @macrowonde72203
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Macrowonder123
Macrowonder123@macrowonde72203·
what's more painful being long the vix or dislocating your shoulder?
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Macrowonder123
Macrowonder123@macrowonde72203·
Markets don't wait for anyone.
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Macrowonder123
Macrowonder123@macrowonde72203·
Tough to navigate at the moment - short duration has been a real winner
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Macrowonder123
Macrowonder123@macrowonde72203·
Bavaria September CPI +4.1% vs +5.9% y/y prior RV Long Europe v US?
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Macrowonder123
Macrowonder123@macrowonde72203·
real value in Cable IV pricing at 36
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Macrowonder123
Macrowonder123@macrowonde72203·
Vix to 23 by October 6th
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