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Win Smart, CFA Profile
Win Smart, CFA

@WinfieldSmart

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20+ years Buy & Sell side. Macro trends. Not investment advice.

New York, NY
Joined January 2012
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@WinfieldSmart
Win Smart, CFA
5 years
COMMODITIES DURING -SPANISH FLU/WW1 -GREAT DEPRESSION -WW2 -70s OIL CRISIS -GFC 👇👇👇
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@KobeissiLetter
The Kobeissi Letter
16 hours
BREAKING: US M2 money supply rose +4.5% YoY in September 2025 to a record $22.2 trillion. This marks the 19th consecutive monthly increase. By comparison, the long-term average growth has been +6.3%. Adjusted for inflation, M2 grew +1.4% YoY in September, posting its
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@PerseusMining
Perseus Mining
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Perseus Mining Managing Director and CEO Craig Jones sat down with Crux Investor's Matthew Gordon for an interview following the release of the company's September quarter results this week. "Perseus's September quarter results demonstrated the operational consistency that
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@Rtsaathoff
Rick Saathoff
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Cantor Fitzgerald gives @abaxx_tech an overweight rating and price target of $81 usd! LFG #29ers @JoshCrumb $abxxf $abxx
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@WinfieldSmart
Win Smart, CFA
2 days
"60% of the American population has below sixth-grade reading level," Ray Dalio said.
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@WinfieldSmart
Win Smart, CFA
2 months
Auto Loan Delinquency Rate is at its highest level in 14 years
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@WinfieldSmart
Win Smart, CFA
1 month
JPMorgan analysts see small- and mid-cap stocks entering a period of significant outperformance relative to large-caps, forecasting gains of up to 60% over the next three years.
@F_Compounders
Finding Compounders
1 month
All multibaggers started with small market caps
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@WinfieldSmart
Win Smart, CFA
3 years
120 YEARS OF DOW JONES EQUITIES 📉📈
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@WinfieldSmart
Win Smart, CFA
3 days
Watch: Highlights from Fed Chair Jerome Powell's press conference following the decision to cut by a quarter point
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@WinfieldSmart
Win Smart, CFA
3 days
"The shutdown of the federal government will weigh on economic activity," says Fed Chair Jerome Powell
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@WinfieldSmart
Win Smart, CFA
3 days
2 year
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@WinfieldSmart
Win Smart, CFA
3 days
Asset Markets till year end
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@WinfieldSmart
Win Smart, CFA
3 years
Why buy miners as the dollar 💵 disintegrates?
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@WinfieldSmart
Win Smart, CFA
2 years
Gold 🟡 mining during reckless government spending $GDX $GDXJ
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@WinfieldSmart
Win Smart, CFA
4 days
BREAKING: Short sellers are on track for their worst year since 2020, and they are blaming retail investors, per FT.
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@WinfieldSmart
Win Smart, CFA
4 days
BREAKING: Short sellers are on track for their worst year since 2020, and they are blaming retail investors, per FT.
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@WinfieldSmart
Win Smart, CFA
4 days
The US rent-to-income ratio is at its highest level since 1980 Goldman
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@WinfieldSmart
Win Smart, CFA
4 days
US home price-to-income ratio Goldman
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@WinfieldSmart
Win Smart, CFA
4 days
Small Business* Share of Total Private Employment Goldman
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@WinfieldSmart
Win Smart, CFA
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@KobeissiLetter
The Kobeissi Letter
4 days
Recent Layoff Announcements: 1. UPS: 48,000 employees 2. Amazon: Up to 30,000 employees 3. Intel: 24,000 employees 4. Nestle: 16,000 employees 5. Accenture: 11,000 employees 6. Ford: 11,000 employees 7. Novo Nordisk: 9,000 employees 8. Microsoft: 7,000 employees 9. PwC: 5,600
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