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
-0.02
hit rate
40%
mean α
-0.02%
signals 14d
8

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

Their picks, scored

Across their last 5 scored bets: 40% hit rate, -0.02% mean alpha, trader score -0.02.

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-30·@JeffWeniger·Author says low money supply growth is not yet a worry in summer 2026.·
2026-06-29·@JeffWeniger·Yen break leaves no resistance until 176.60, a technical FX level.·
2026-06-29SPX@JeffWeniger+0.10Argues margin debt versus S&P value is not evidence of excessive speculation.·
2026-06-26·@JeffWeniger·Bullish on gold as bond rally and falling 10-year yield may support it.·
2026-06-24·@JeffWeniger·Reports SPR 3-month draw of 84M barrels, deepest on record.·
2026-06-23·@JeffWeniger·Skeptical of forecasting distant free cash flow in 2029 or 2030.·
2026-06-23·@JeffWeniger·Growth vs small value ratio failed resistance and broke long-term support.·
2026-06-22·@JeffWeniger·Record Brent crude short interest may lead to furious rallies.·

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.