Pinned
COMMODITIES DURING
-SPANISH FLU/WW1
-GREAT DEPRESSION
-WW2
-70s OIL CRISIS
-GFC 👇👇👇
Win Smart, CFA
118.5K posts
Win Smart, CFA
@WinfieldSmart
20+ years Buy & Sell side.
Macro trends. Not investment advice.
New York, NY
Joined January 2012
- RIP Jim Simons "I did a lot of math. I made a lot of money, and I gave almost all of it away. That's the story of my life."
00:00 - Druckenmiller "My favorite quote of all time is maybe Mark Twain: "Put all your eggs in one basket and watch the basket carefully.""
- Druckenmiller "The other thing he taught me is earnings don't move the overall market; it's the Federal Reserve Board... It's liquidity that moves markets"
- "Once inflation goes above 5%, it has never come back down without the Fed Funds Rate exceeding the CPI" Stanley Druckenmiller US CPI (inflation) for Sept was 8.2%
00:00 - BREAKING: Approximately 50 US military transport planes flew into the Middle East within 24 hours. There will be an escalation.
- Majority of casual dining restaurants are down 30-50% YTD
- JPMorgan holds massive gold derivative short position that could be larger than the bank’s total assets planet-today.com/2023/03/jpmorg…
- AMAZING VISUALIZATION OF GOVERNMENT INTEREST PAYMENTS 😳
00:00 - Over 80% of all US money created (US Dollars printed) took place between 2020 and 2023.
