Win Smart, CFA
20+ years Buy & Sell side. Pricing the right side of the Balance Sheet. Not Advice. Macro trends.
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NATO DEFENSE SPENDING https://t.co/5RhR8zV32v
GDI UPDATE π 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 π (Chart ht Kantro) https://t.co/0ZZVcDxFXh
IS COMMERCIAL REAL ESTATE π¦π’THE SYSTEMIC CREDIT EVENT?π€ https://t.co/w8GB90TJsb
Who woulda thunk? π€ https://t.co/nUQm9d8ddI
THE STRONG MEN DON'T NEED U.S. πΊπΈ DOLLAR π΅ ANYMORE https://t.co/8HsxglDHza
Small Banks π¦ have a lot of Commercial Real Estate Loans https://t.co/nlFhm13y2R
I wonder why this is happening? π€ Debasement Moral Hazzard Backdoor QE Deglobalization Debt War Twin deficits ... https://t.co/3NFyBqQ0Xr
CREDIT SUISSE https://t.co/l9MqRBaCBC