Win Smart, CFA

Win Smart, CFA

@WinfieldSmart

20+ years Buy & Sell side. Pricing the right side of the Balance Sheet. Not Advice. Macro trends.

Joined May 2024
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NATO DEFENSE SPENDING https://t.co/5RhR8zV32v

GDI UPDATE πŸ‘‡ https://t.co/lDfG80ZRVZ

Goldman Sachs, Morgan Stanley Diverge on Fed Rate-Cut Forecasts Morgan Stanley sees 300 basis points of rate reductions Goldman Sachs forecasts rates to fall by 1.75 percentage p...

'Bankruptcies are rising at the fastest rate since the pandemic. The implosion of several regional banks earlier this year, as well as the spreading tentacles of private equity, ma...

BREAKING NEWS THE DEVELOPMENT BANK SET UP BY THE BRICS NATIONS PLANS TO BEGIN LENDING IN THE SOUTH AFRICAN AND BRAZILIAN CURRENCIES AS PART OF A PLAN TO REDUCE RELIANCE ON THE DOL...

In addition to Fed, Curve, PMIs, Credit Spreads etc... Wait for claims also πŸ‘‡ (Chart ht Kantro) https://t.co/0ZZVcDxFXh

IS COMMERCIAL REAL ESTATE 🏦🏒THE SYSTEMIC CREDIT EVENT?πŸ€” https://t.co/w8GB90TJsb

Who woulda thunk? πŸ€” https://t.co/nUQm9d8ddI

THE STRONG MEN DON'T NEED U.S. πŸ‡ΊπŸ‡Έ DOLLAR πŸ’΅ ANYMORE https://t.co/8HsxglDHza

Small Banks 🏦 have a lot of Commercial Real Estate Loans https://t.co/nlFhm13y2R

I wonder why this is happening? πŸ€” Debasement Moral Hazzard Backdoor QE Deglobalization Debt War Twin deficits ... https://t.co/3NFyBqQ0Xr

CREDIT SUISSE https://t.co/l9MqRBaCBC