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
11

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 signals11receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@JeffWeniger·Describes a wide bid-ask spread and small asset base requiring institutional creations.·
2026-10-16·@JeffWeniger·Corgi launched multiple FTSE Russell bond ETFs and a money-market fund.·
2026-10-16·@JeffWeniger·Describes Corgi's seven low-fee bond ETFs and their covered asset classes.·
2026-10-16·@JeffWeniger·Corgi launched seven ETFs charging 0.02%, positioned against higher-fee peers.·
2026-10-13SPX@JeffWeniger+0.05Uses historical Fed-hiking cycles to frame a wide range of long-term earnings outcomes.·
2026-10-13·@JeffWeniger·Falling-rate price action is viewed as supportive for gold.·
2026-10-12·@JeffWeniger·Credit-card borrowers pay 21%, a 16-point spread over government bond yields.·
2026-10-12·@JeffWeniger·Current buyers face bubble-era pricing without certainty that future refinancing will ease affordability.·
2026-10-11·@JeffWeniger·Suspects energy-transportation businesses are underowned.·
2026-10-10·@JeffWeniger·Flags an unusually strong move in crude-oil tanker pricing or equities via a chart.·
2026-10-07·@JeffWeniger·Observes that the MOVE index appears unusually insensitive to French fixed-income stress.·

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.