Win Smart, CFA
@WinfieldSmart
20+ years Buy & Sell side. Pricing the right side of the Balance Sheet. Not Advice. Macro trends.
COMMODITIES DURING -SPANISH FLU/WW1 -GREAT DEPRESSION -WW2 -70s OIL CRISIS -GFC 👇👇👇
Extrapolated reshaping of the yield curve of Powell's removal DB
“Short US dollar” is the most crowded trade for the 1st time in FMS history
Democrats Get Lowest Rating From Voters in 35 Years, WSJ Poll Finds
20 LARGEST U.S. 🇺🇸 COMPANIES since 1996 VIZUALIZATION
50 years of U.S. 🇺🇲 Stock Market Dominance Vizualization
HOMEBUYER 🏡 CHANGE SINCE 2015 VIZUALIZATION
The world's richest 1% have increased their fortunes by a total of $42 trillion in new wealth over the past decade, according to Oxfam.
The top 1% now officially have more wealth than the entire middle class of America… “There has been no greater engine of inequality than the Federal Reserve Bank of the United States.” - Stanley Druckenmiller
U.S. Housing Market has reached its most unaffordable level in history
"When I think about what we can do here, what I'm really excited about is the idea (that) with AI, we can go back to the paradigm when I was younger in the 90s, Alan Greenspan was able to run the economy very hot because it was the IT boom, and we had this very powerful…
BREAKING: 🇺🇸 Venmo and PayPal users can now send money to the US government to help pay down $36.6 trillion national debt.
President Donald Trump and Fed Chair Jerome Powell argue over the cost of the Fed's renovation project during a tour of the construction site. Trump also says he'd like Powell to lower rates and that talks with the EU are going well
BREAKING: The US M2 money supply surged +4.5% YoY in June to a record $22.02 trillion.
BREAKING: Ghislaine Maxwell gave Department of Justice information about ‘100 different people’ linked to Jeffrey Epstein, according to New York Post.