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Felix Jauvin

Felix Jauvin

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Investor/host (Forward Guidance/Blockworks); macro/markets

Recent Posts

Shift to Equal‑weight, Financials, and Cyclical Assets
Social•Feb 18, 2026

Shift to Equal‑weight, Financials, and Cyclical Assets

Wow, the goat is also rotating out of Megacap tech, long equal weight performance vs market cap, long financials for deregulation and curve steepening, and long real cyclical assets Feels good man

By Felix Jauvin
AI‑driven Spending Masked Recession; Recovery Now Emerging
Social•Feb 13, 2026

AI‑driven Spending Masked Recession; Recovery Now Emerging

With this week's jobs revisions, my framework of a main street recession happening last spring that was papered over by large AI capex and top percentile income earners spending like mad makes more sense. And now IMO we're coming out the...

By Felix Jauvin
Manufacturing Payrolls Rise, Private Jobs Surge, Unemployment Falls
Social•Feb 11, 2026

Manufacturing Payrolls Rise, Private Jobs Surge, Unemployment Falls

First positive manufacturing payrolls in a very long time, private payrolls surging, UR down. The economy is re-accelerating https://t.co/sbUBFBA4SA

By Felix Jauvin