WinstonSmith2020

Macro investor

[WinstonSmith2020 @WinstonSmith203]

"I bought $6 billion worth of tech stocks, and in six weeks I had left Soros and I had lost $3 billion in that one play. You asked me what I learned. I didn’t learn anything. I already knew that I wasn’t supposed to do that."

https://t.co/eVjMqqr4T8

[WinstonSmith2020 @WinstonSmith203]

@M_PaulMcNamara Just in case of lost russians

[WinstonSmith2020 @WinstonSmith203]

@WaitCapital The fear is always that it reverses just as you change direction. With stops not such a problem for p'n'l but not great for confidence

[WinstonSmith2020 @WinstonSmith203]

@TheStalwart @BullandBaird If someone doesn't know what basis points are they don't care that the yield moved seven basis points

[WinstonSmith2020 @WinstonSmith203]

@MarcRuby Platt must be close to top all time macro now. Huge numbers on huge base

[WinstonSmith2020 @WinstonSmith203]

@0xdoug SNB pretty happy with currency strength at the moment as calms inflation without need for lots of rate hikes.

Doesn't mean the carry isn't attractive however

[WinstonSmith2020 @WinstonSmith203]

@YellowLabLife Solid advice

[WinstonSmith2020 @WinstonSmith203]

@concodanomics Lovely little survivorship bias example

[WinstonSmith2020 @WinstonSmith203]

@QuisitiveInvest Nonsense. Have one that is designed to be easy to wash and is a game changer. Crushed garlic disappears in a dish that is impossible to achieve otherwise

[WinstonSmith2020 @WinstonSmith203]

@timebargains Do love when somebody dismisses analysis of historic episodes.

"It's different this time".

Of course it is. But it's also the same

[WinstonSmith2020 @WinstonSmith203]

@ShortSightedCap She is 53?!

[WinstonSmith2020 @WinstonSmith203]

@ahcastor Is this not selling rather than spending?

[WinstonSmith2020 @WinstonSmith203]

@FrankieFF_ @NiceQuarterGuys 30s. Then late 30s

[WinstonSmith2020 @WinstonSmith203]

@sophgoldb Also the rest of the world pays a reasonable minimum wage so doesn't tip as per standard

[WinstonSmith2020 @WinstonSmith203]

What's the price of Bitcoin these days?

[WinstonSmith2020 @WinstonSmith203]

Anyone have numbers on rentech 2021?

Can remember @John_Hempton talking about Simons' eyes lighting up about late 90s

[WinstonSmith2020 @WinstonSmith203]

If I was a rich Russian openly critical of the war on Ukraine I would simply stop standing near windows.

https://t.co/EndZOsAye2

[WinstonSmith2020 @WinstonSmith203]

@TheStalwart Joseph heller! But you are a few days late I think

[WinstonSmith2020 @WinstonSmith203]

@TrungTPhan I hope that is a can of lilt

[WinstonSmith2020 @WinstonSmith203]

@NYFBroker In advance

[WinstonSmith2020 @WinstonSmith203]

@chancery_daily The SBF playbook