MichaelAArouet 5.0 132 ideas
After 1 day
50%winrate
-0.2% avg
27W / 27L · 54/113 ideas
After 1 week
46%winrate
-0.5% avg
26W / 30L · 56/113 ideas
After 1 month
46%winrate
-0.2% avg
27W / 32L · 59/113 ideas
By sector
ETF
69 ideas
-1.0%
Stock
28 ideas
+2.2%
currency
25 ideas
+1.3%
Crypto
4 ideas
+1.9%
Commodity
4 ideas
+7.0%
index
1 ideas
sector
1 ideas
Top tickers (by frequency)
EWG
11 ideas
50% W
+3.8%
GBP
10 ideas
—
—
EUR
10 ideas
—
—
EWQ
7 ideas
50% W
+3.2%
EWI
7 ideas
0% W
-2.6%
Best and worst calls
Best calls
STLA SHORT
+18.7%
1. THE FACT: BYD has bought a factory in Brazil and, with enough local content, will be able to export its cars to Europ...
Jan 16
EWG SHORT
+13.8%
The German economy is structurally broken, and fiscal stimulus without deep reforms will fail to solve the underlying cr...
Feb 18
NFLX SHORT
+11.5%
1. THE FACT: The tweet describes a progression from cinemas to DVDs to Netflix for movie consumption, and projects "2030...
Jan 12
Worst calls
EWY SHORT
-27.8%
1. THE FACT: Poland, Italy, Spain, South Korea, and Japan can no longer reverse their demographic crisis with pro-family...
Dec 29
NFLX SHORT
-23.2%
The author makes a high-conviction prediction that Netflix (and related media industries) will become obsolete in the ne...
Feb 16
TSLA LONG
-11.6%
1. THE FACT: Elon Musk owns 42% of SpaceX and is expected to become a multi-trillionaire. He is an immigrant who started...
Dec 22
The author is bearish on the German economy, believing its current socio-political direction is fundamentally undermining its long-term economic strength and competitiveness.
EWG
HIGH
Feb 22, 19:57
The author predicts a change in government in the upcoming Hungarian elections, which would likely be viewed positively by markets as a reduction in political risk.
EWH
MED
Feb 22, 17:58
High labor costs in France will accelerate the replacement of traditional office jobs with AI, creating a long-term structural headwind for the French economy.
EWQ
MED
Feb 21, 17:40
France's consistent failure to meet fiscal targets and lack of structural reforms will precipitate a new Eurozone crisis, leading to significant currency debasement.
EUR
USD
MED
Feb 19, 09:50
The German economy is structurally broken, and fiscal stimulus without deep reforms will fail to solve the underlying crisis, suggesting further downside.
EWG
HIGH
Feb 18, 16:17
The author is making a clear assertion that the current market structure is not a bubble analogous to the dot-com era, implying that a major tech-led crash is not imminent.
QQQ
MED
Feb 18, 13:44
The author posits that the market's positive reaction to falling inflation is misplaced, as the underlying drivers (weak growth, rising unemployment) are fundamentally bearish for equities.
SPY
MED
Feb 18, 09:49
The author believes France's political dysfunction will prevent necessary economic reforms, leading to underperformance of French equities.
EWQ
MED
Feb 17, 15:54
The author makes a high-conviction prediction that Netflix (and related media industries) will become obsolete in the near future, implying a structural collapse of the business model.
NFLX
HIGH
Feb 16, 22:16
The French economic model is structurally unsound and unsustainable due to an overly small private sector tax base supporting the majority of the population, implying long-term economic underperformance.
EWQ
MED
Feb 16, 08:39
AI will automate and eliminate high-skill professional jobs (law, finance, medicine), causing significant long-term disruption to the broad economy.
SPY
HIGH
Feb 15, 16:05
The German economy is in decline due to systemic issues like poor infrastructure and outdated business practices, suggesting underperformance.
EWG
MED
Feb 15, 09:34
Short Indian IT/business service providers as their core business of rules-based, repetitive tasks is highly vulnerable to disruption and replacement by AI.
INFY
MED
Feb 12, 08:03
The author is bearish on the German economy, arguing that the government's policy choices are counterproductive to addressing negative structural trends like brain drain and insolvencies.
EWG
HIGH
Feb 11, 08:49