Warren Chefe @WarrenChefe

Value investor with a trader’s curiosity. Joined September 2023

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Warren Chefe @WarrenChefe

2 months ago

Ongoing https://t.co/3PpHsIXu0a

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Warren Chefe @WarrenChefe

2 months ago

Personally, I prefer to see a market correction after a new all-time high — it's much healthier that way. $SPX $QQQ $VIX

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Warren Chefe @WarrenChefe

2 months ago

Double top is SET on $QQQ and $SPX. Today we sink.

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This market is exhausting — expensive valuations, a potentially slowing economy, inflation uncertainty, and geopolitical tensions. Yet, sellers are punished. Volatility buyers are being crushed by artificially-induced volatility compression. #SPX #VIX #UVIX

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Warren Chefe @WarrenChefe

3 months ago

Volatility never explodes during the silence. It explodes because of it. #VIX #UVIX

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Warren Chefe @WarrenChefe

3 months ago

"Dead cat bounce? #VIX #SPX No way its not pull backing this week

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Warren Chefe @WarrenChefe

3 months ago

📉 10Y Treasury auction clears at 4.421% vs 4.428% WI — 4th straight stop-through. Strong demand for safety assets may signal a shift in investor behavior. Are equities losing trust behind the scenes? #VIX #SPX #UVIX

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Warren Chefe @WarrenChefe

3 months ago

Everybody is betting in a crash, but "not now". That makes me more confident that it will come soon.

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Warren Chefe @WarrenChefe

3 months ago

"When Buffett parks over $300B in T-Bills and owns 5% of the entire short-term Treasury market... maybe he knows something we don't. 👀💣 #SPX #VIX

Barchart @Barchart

3 months ago

"When Buffett parks over $300B in T-Bills and owns 5% of the entire short-term Treasury market... maybe he knows something we don't. 👀💣 #SPX #VIX

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Warren Chefe @WarrenChefe

3 months ago

Musk just cutted the stock market blow of top that was planned to go further. Few understand this.

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Warren Chefe @WarrenChefe

3 months ago

Deixa eu registrar essa aberração do Bull Market aqui, para rirmos no futuro. 🇧🇷 Let me record this Bull Market aberration here, so we can laugh about it in the future. 🇬🇧

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Financelot @FinanceLancelot

3 months ago

Mark Stevens has never sold anything remotely close to 4,000,000 $NVDA shares before. 🚨 What does he know about Taiwan or June 4 tariffs?

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Warren Chefe @WarrenChefe

3 months ago

Fonte: Chat GPT

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Warren Chefe @WarrenChefe

3 months ago

Historically, JPMorgan’s ‘buy-the-dip’ calls during minor pullbacks have often preceded deeper market declines — turning optimism into a contrarian signal. Source: ChatGPT"

zerohedge @zerohedge

3 months ago

Historically, JPMorgan’s ‘buy-the-dip’ calls during minor pullbacks have often preceded deeper market declines — turning optimism into a contrarian signal. Source: ChatGPT" https://t.co/9SobODR7Cq

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Warren Chefe @WarrenChefe

4 months ago

#petr4 #prio3 #inbr32 #azul4

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Warren Chefe @WarrenChefe

4 months ago

Uma queda forte do mercado nos dias 28–29 de maio cairia como uma luva. Por quê? Bilhões em Treasuries vencem no começo de junho. Bolsa em queda → juros caem → rolagem mais barata. Um “flight to safety” no timing perfeito. #mercado #ibov #petr4 #azul4 #cash3

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Warren Chefe @WarrenChefe

4 months ago

A sharp market drop on May 28–29 could be conveniently timed. Why? Billions in Treasuries mature early June. Stocks down → yields down → cheaper rollover. Perfect setup for a “flight to safety”... just in time. #markets #bonds #treasuries #vix

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Warren Chefe @WarrenChefe

4 months ago

Se o governo dos EUA quiser rolar trilhões em dívida a juros mais baixos, o mercado pode “ajudar”... despencando. Bolsa em queda = juros caem = rolagem mais barata. Com bilhões vencendo em junho, uma correção pode não ser acidente. #petr4 #ibov #ivbb11

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Warren Chefe @WarrenChefe

4 months ago

If the U.S. wants to roll over trillions in debt at lower rates, the market might just help. Stocks down = bond yields down = cheaper refinancing. With a massive $9.2T in Treasuries maturing in 2025, and a significant chunk due in June, a mrkt correction could be by design. #vix

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Boring_Business @BoringBiz_

4 months ago

Blackrock recently published some fascinating data on macro environment and trade policy Some charts that caught my eye 🧵 1/ The theory that dollars and treasuries hedge a market downturn has broken down since April 2