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THE SHORT BEAR — sniff.trade
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TS
THE SHORT BEAR
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2 episodes · 3 trades · 1 speakers
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TRACKED TRADES
TS
@TheShortBear
4w
Long EM. $MELI and alike after months of waiting for positioning to shift. Over the…
IDEAS · 2
MEL
MELI
LONG
EM rotation + USD weakness creates tailwind for MELI as positioning shifts and rotation flows accelerate
$1,914.85
+14.21%
›
EUR
EUR
LONG
Retail traders crowded net long USD futures at extremes — contrarian signal the Dollar Index rolls over, lifting EUR/USD
$105.40
-1.01%
›
TS
@TheShortBear
1mo
I do not see today’s Fed meeting as hawkish. A few things stood out from the Fed meeti…
IDEAS · 1
SP5
SP500
LONG
Market misread Warsh as hawkish; dovish substance + AI disinflation = rate cuts ahead, equities recover
$7,434.43
+2.10%
›
