Warren Pies @WarrenPies Twitter Profile

Warren Pies

@WarrenPies

Founder @3F_Research | PM $FCTE - https://t.co/rVBB7kn402 | Formerly with Ned Davis Research | Recovering Attorney (step 4)

8KPosts 45KFollowers 2KFollowing

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Pinned

Warren Pies

@WarrenPies

20 Dec

Historically, during soft landings, the S&P 500 rips in 6 months leading into a first Fed cut. Would put the market at 5,200 by May... First time speaking w/ the great @ScottWapnerCNBC was a blast!

CNBC's Closing Bell

@CNBCClosingBell

20 Dec

"Our first [rate] cut [forecast] is for May," says @3f_research's @warrenpies

Warren Pies Reposted

Warren Pies

@WarrenPies

3 h

New report out to 3FR clients yesterday. Examining the broadening trade and explaining why we are skeptical. Dialing up some duration and further downgrading commodities...

Counterpoint: The FFR-2YR spread was the most inverted it had ever been prior to an initial Fed cut. Translation: The market was priced for a recession and the Fed reassured it...Not that surprising of a result. @3F_Research

Jonathan Ferro

@FerroTV

14 Nov

Since Sept 18th -The Fed has cut rates 75bps -2-year yield has risen 75bps The market is in the driving seat.

Warren Pies

@WarrenPies

14 Nov

The “Chinese finger trap” market OPEC is in a bind

Javier Blas

@JavierBlas

14 Nov

OIL MARKET: @IEA predicts a >1m b/d oil surplus on average in 2025 even if the OPEC+ cartel keeps its production cuts in place (rather than increase output from January as it’s currently scheduled to do) #OOTT

Warren Pies Reposted

Warren Pies

@WarrenPies

13 Nov

A USER'S GUIDE TO RESTRUCTURING THE GLOBAL TRADING SYSTEM As markets look forward to a second Trump Admin, there are lots of bad predictions that tariffs will cause horrible inflation, or the President can't affect the dollar. Both are false. /1 hudsonbaycapital.com/documents/FG/h…

Warren Pies

@WarrenPies

12 Nov

Spaces tomorrow with the WisdomTree boys

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@JeffWeniger

11 Nov

We have a macro session tomorrow with ⁦@WarrenPies⁩ here on X. It will be me and @JeremyDSchwartz⁩ hosting him. Make sure to tune in. twitter.com/i/spaces/1DXxy…

Warren Pies

@WarrenPies

12 Nov

Quick thoughts on the election and November model positioning below…

3Fourteen Research

@3F_Research

12 Nov

How were our models positioned ahead of the election? In the excerpt below (from last week's client retrospective), @WarrenPies discusses our Real Asset Allocation Model, the "Trump trade" and why the "guts of the market" turned out to be the best pollster this cycle.

Warren Pies

@WarrenPies

7 Nov

If you weren't convinced, today's post-Fed action should be further evidence that the first Fed cut was not a "policy mistake." Neither is the Fed losing the bond market.

Warren Pies

@WarrenPies

6 Nov

POST-ELECTION (MARKET) THOUGHTS Yields up is a continuation of the growth scare unwind...not a Fed "losing control", a "policy mistake", or concerns over a new wave of tariff inflation. The question going forward: "Can the U.S. economy operate w/ a +7% mortgage rate?"

Warren Pies Reposted

Warren Pies

@WarrenPies

7 Nov

Many hedge fund managers are still underweight equity risk. x.com/WarrenPies/sta…

Warren Pies

@WarrenPies

7 Nov

For those who have been underinvested in equities, the pressure to chase the market from now to year end will be immense.

Warren Pies

@WarrenPies

7 Nov

For those who have been underinvested in equities, the pressure to chase the market from now to year end will be immense.

Warren Pies Reposted

Warren Pies

@WarrenPies

6 Nov

Great thoughts here from Warren. 👇

Warren Pies

@WarrenPies

6 Nov

Warren Pies

@WarrenPies

6 Nov

Speculation is the search for truth in price and time. Not investment advice - just personal views. Blog at https://t.co/DD2iUKbdLz

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