Ackman seems to time his macro calls very well

CrystalRose
2023-10-26

$S&P 500(.SPX)$ Ackman seems to time his macro calls very well. And he has done this couple of times and with a large bet so it can't be dismissed as luck. Further since it's a macro call hard to suggest he had any insider information or was manipulating anything.That is something very interesting. Most managers can't get the timings of their macro calls right, even if their general direction is right.

Time to buy treasury as Ackman close short position?
Bill Ackman, who short on long-term US bonds, tweeted on October 23 that he had closed his position, and said the high yield of long-term US Treasury bonds was unsustainable. ------------ Is it time to buy the US treasury? Are you bullish or bearish on treasuries?
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