Joe Weisenthal

5.0 ★★★★★ Posted today
Co-Host, Odd Lots (Bloomberg)
@thestalwart · tracked since Feb 2026
Follow Twitter Site
Ideas 12 11 tickers
Long / short 10 L/2 S
Win rate -
Tracked posts 2327 28.73/day
Avg return -
Long return -
Short return -
New ideas 1 last 30d
Most mentioned
Best trades
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Worst trades
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Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 12 eval.
-0.1%
L -0.1% S +0.1%
Win rate 33%
30 days 11 eval.
+3.7%
L +3.6% S +4.4%
Win rate 64%
90 days 0 eval.
-
L - S -
Win rate -
Computed from the first opened position per ticker/side. 180d ready when data exists
Result Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
Long
Macro
$694.92
-
Stocks are broadly higher as positive market sentiment drives a rally across major indices.
Apr 15
TWITTER
Long
Macro
$35.43
-
A major geopolitical event (war in Iran) is accelerating a structural, long-term shift away from oil and towards Chinese technology, creating a tailwind for Chinese tech assets.
Mar 20
TWITTER
Long
NatSec
$233.12
-
Ongoing conflict is depleting US defense stockpiles, which will necessitate increased procurement and production, benefiting defense contractors.
Mar 16
TWITTER
Long
Energy
$29.17
-
An energy crisis stemming from a war in the Middle East will accelerate the global transition to renewables, benefiting China's dominant green technology sectors.
Mar 13
TWITTER
Short
Fintech
$9.09
-
The tweet highlights that
Mar 11
TWITTER
Long
Other
$29.50
-
The ongoing war in Iran is causing significant supply disruptions for key agricultural inputs like urea, leading to a fertilizer crisis and surging prices.
Mar 11
TWITTER
Short
Macro
$671.30
-
S&amp;P futures drop 2%
Mar 09
TWITTER
Long
AI/Semi
$87.97
-
$IGV is green
Mar 06
TWITTER
Long
Energy
$248.93
-
The ongoing war will create a positive catalyst for US LNG exporters, likely due to shifting global energy demands and supply chain re-routing.
Mar 02
TWITTER
Long
Crypto
$66973.26
-
A talent drain from crypto to AI will act as a headwind for the sector, but Bitcoin is positioned to be the most resilient and will likely outperform other crypto assets.
Mar 01
TWITTER
Long
Energy
$81.95
-
The outperformance of Saudi Aramco against the wider Saudi index signals that escalating geopolitical tensions are likely to cause a spike in oil prices.
Mar 01
TWITTER
Long
Macro
$22.00
-
The UAE's economy and markets have matured beyond the "emerging" classification, suggesting a structural re-rating of its assets is warranted as more stable capital flows in.
Feb 24
TWITTER
Showing 12 of 12 picks