BaselineAce @BaselineAce

Contrarian investor and macro trader. Reflexivist. Tweets are not investment advice. #stocks #bonds #investments #trading lancerinvest.com New York, NY Joined January 2011

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Tom McClellan @McClellanOsc

a month ago

Here is what that looks like.

Helene Meisler @Chartfest1

a month ago

Friday's put/call ratio was .64. Lowest since early 2021

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BaselineAce @BaselineAce

2 months ago

This would be an AOL/Time Warner moment — #SpaceX-#Tesla merger chatter reignites as Musk pushes rocket company towards Nasdaq cnbc.com/2026/05/26/spa…

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BaselineAce @BaselineAce

2 months ago

Not AI 🤪

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BaselineAce @BaselineAce

3 months ago

Maybe one should look at S&P/Gold instead

Tom McClellan @McClellanOsc

3 months ago

The better point of this comparison is to ask yourself: What happens to stock prices in the months after a very low UMich sentiment reading like this one?

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BaselineAce @BaselineAce

4 months ago

Good news is bad news on.mktw.net/4bAGGUV

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The Trump administration has other tariff authorities it could pivot to … Sec. 122 of 1974 Trade Act. A maximum tariff of 15% for up to 150 days to address deficits. No investigation required. This authority has never been invoked before. Sec. 338 of the 1930 Tariff Act. A maximum tariff of 50% to address "unreasonable" trade practices. No investigation required. This authority has never been invoked before. Sec. 301 of the 1974 Trade Act. No limit on tariffs to address “unfair” trade practices. Investigation required. The Trump administration has used this authority before. Sec. 232 of the 1962 Trade Expansion Act. No limit on tariffs to address threats to “national security.” Investigation required. The Trump administration has used this authority before.

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BaselineAce @BaselineAce

5 months ago

I’ve been thrown off by the persistence of low oil prices in the face of exorbitant precious metal prices. This is one area where President Trump deserves a lot of credit. Historically gold and oil have tended to trade in the same direction, albeit on somewhat of a lag.

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BaselineAce @BaselineAce

5 months ago

Couldn’t have been more right!

BaselineAce @BaselineAce

6 months ago

The next catalyst for precious metals volatility - forbes.com/sites/simonmoo… #gold #fed

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BaselineAce @BaselineAce

5 months ago

Arise, shadow Fed chair Stan Druckenmiller ft.com/content/c215ea…

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BaselineAce @BaselineAce

5 months ago

Markets usually fall faster than they rise

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BaselineAce @BaselineAce

5 months ago

Neil Dutta moves markets.

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BaselineAce @BaselineAce

5 months ago

I wouldn’t be surprised if it’s Waller since he’s already on the Fed

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BaselineAce @BaselineAce

5 months ago

Trump says he’ll announce his Fed pick next week. Here’s who’s in the lead, according to prediction markets. on.mktw.net/4tcFkXy

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BaselineAce @BaselineAce

6 months ago

Trump is trying to force deals through before IEEPA ruling cnbc.com/2026/01/26/tru…

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RenMac: Renaissance Macro Research @RenMacLLC

6 months ago

Commercial Hedgers are excessively long Yen! This extreme 90th percentile positioning could signal big moves in USD/JPY. Contrarian play and global source of liquidity potentially ebbing. #Forex #Yen $SPY

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BaselineAce @BaselineAce

6 months ago

The next catalyst for precious metals volatility - forbes.com/sites/simonmoo… #gold #fed

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saila @sailaunderscore

8 months ago

Michael Burry appears to be shutting down Scion Asset Management.

Cassandra Unchained @michaeljburry

8 months ago

Me then, me now. Oh well. It worked out. It will work out

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BaselineAce @BaselineAce

8 months ago

Analogs are just for fun. They won’t help you make money.

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BaselineAce @BaselineAce

9 months ago

…or “once I buy in, the fund manager retires.”

Meb Faber @MebFaber

9 months ago

What they say: "I want a top decile fund with a 10+ plus track record, and once it goes through a pullback I'll load up and buy more". What they do: "I want a top decile fund with a 10+ plus track record, and once it goes through a pullback I'll sell everything I own".