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Aron Wegner

@aronwegner.bsky.social

129 followers 271 following 141 posts

Portfolio Manager.📍Boston / Cape Cod. UMich ‘17. Golf, finance (not advice), and occasionally politics, control my life.

Posts Replies Media

Aron Wegner @aronwegner.bsky.social · 23/05/2026

Ah, I see.

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Aron Wegner @aronwegner.bsky.social · 28/04/2026

😂😂 just to be fair to the situation (since they’re obviously a bit different dynamics), we ripped after the Fed only hiked by 25 in Mar’25, then the market realized the Fed was offsides and dropped hard. Slightly similar now to the market trying to see through an energy crisis which it can’t

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Aron Wegner @aronwegner.bsky.social · 28/04/2026

2022 - today’s ironically where I had my original overlay charted to start heading a bit lower. Who knows

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Aron Wegner @aronwegner.bsky.social · 28/04/2026

Ya know, I’m sure it’s nothing.

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Aron Wegner @aronwegner.bsky.social · 17/04/2026

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Aron Wegner @aronwegner.bsky.social · 17/04/2026

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Aron Wegner @aronwegner.bsky.social · 17/04/2026

Didn’t know everyone was a mind reader all of a sudden.

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Aron Wegner @aronwegner.bsky.social · 16/04/2026

I’m still sticking to this ‘22 market analog for now. Semis lead and QQQs overly concentrated to them, so makes sense that the bounce is a bit overdone, relative to ‘22, but once the market wakes up to the real effects of higher input prices (similar to ‘22), the drawdown will probably ensue.

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Aron Wegner @aronwegner.bsky.social · 14/04/2026

I’ve been tracking this since early in the year, an adapted version of the 2022 market / recovery. The recent (irrational) run in semis is the only real reason there’s a true divergence, so I’m not sure I want to abandon it just yet

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Aron Wegner @aronwegner.bsky.social · 02/04/2026

Run of the mill financial advisor: “markets always go up!”

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Aron Wegner @aronwegner.bsky.social · 17/03/2026

Everyone who has ridden the country’s growing balance sheet to riches, without creating real alpha, feels like a god. It’s a joke.

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Aron Wegner @aronwegner.bsky.social · 05/03/2026

Had some fun overlaying Q4’21-Q4’22 (my current market comp to this market) and I definitely don’t see it.

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Aron Wegner @aronwegner.bsky.social · 24/01/2026

Not exactly apples to apples, but I’d expect many more cracks in private credit to develop soon. Starting out my career as a Lev Fin Investment Banker definitely helped prep me for this market…

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Aron Wegner @aronwegner.bsky.social · 30/11/2024

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Aron Wegner @aronwegner.bsky.social · 30/11/2024

😂😂😂😂

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Aron Wegner @aronwegner.bsky.social · 30/11/2024

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Aron Wegner @aronwegner.bsky.social · 26/11/2024

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Aron Wegner @aronwegner.bsky.social · 25/11/2024

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Aron Wegner @aronwegner.bsky.social · 25/11/2024

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Aron Wegner @aronwegner.bsky.social · 21/11/2024

It is truly fucking wild how QAnon basically hit the mainstream with a guy showing up with a gun at Comet Pizza to try and stop a conspiracy theory that a Democrat-run sex trafficking ring was based in the restaurant’s basement, and has now led us to this

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Aron Wegner @aronwegner.bsky.social · 19/11/2024

Expanded playoff is great, everyone.

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