Author

@JeffWeniger JeffWeniger

Contrarian macro strategist who weaponizes market history and base rates against Mega-cap froth

Publishes data- and chart-driven top-down macro and relative

trader score
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hit rate
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mean α
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signals 14d
12

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls).

Recent signals12receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27·@JeffWeniger·Reports the Strategic Petroleum Reserve falling by 5.7 million barrels per week.·
2026-08-25·@JeffWeniger·Explicitly emphasizes upside risk to GDP.·
2026-08-24·@JeffWeniger·High-beta and low-volatility stocks have a record-low 45-day correlation of -0.52.·
2026-08-24·@JeffWeniger·Says Corgi will compete aggressively on ETF expense ratios across several product categories.·
2026-08-22SPX@JeffWeniger+0.45A 99th-percentile Philly Fed print is linked historically to favorable multi-year stock returns, with one exception.·
2026-08-21·@JeffWeniger·Issuer representative says the firm will launch many low-cost ETFs.·
2026-08-20·@JeffWeniger·Redfin chart shows the home-seller versus buyer imbalance has reversed from 2021-2022.·
2026-08-20·@JeffWeniger·WisdomTree's Corgi offering is positioned against annuity surrender fees using buffer ETFs.·
2026-08-20·@JeffWeniger·Stocks rose in all six cited instances of rising 30-year Treasury yields since 2023.·
2026-08-19·@JeffWeniger·India underperformed emerging markets by 44.9%, its worst relative result since 1996.·
2026-08-18·@JeffWeniger·Eight consecutive manufacturing supply-pressure thrusts indicate latent inflation upside in H2.·
2026-08-18·@JeffWeniger·Jeff Weniger announces he is joining Corgi.·

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.