Author
@__paleologo
grade Bx.com/__paleologo ↗
Posts market/quant content: BAM lists Giuseppe Paleologo as global head of Quantitative Research and Investment Committee member, with senior quant/risk roles at HRT, Millennium, C
trader score
-0.51
hit rate
33%
mean α
-0.74%
signals 14d
18
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 9 scored bets: 33% hit rate, -0.74% mean alpha, trader score -0.51. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 3 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @__paleologo | · | The author argues financial engineering remains active but institutions lag tech firms in innovation as AI lowers theory costs. | · | tweet ↗ |
| 2026-08-25 | · | @__paleologo | · | Endorses linked operations-research material as genuinely novel but omits its substance. | · | tweet ↗ |
| 2026-08-23 | · | @__paleologo | · | Rejects the K-shaped economy trope as an inaccurate description of dispersion. | · | tweet ↗ |
| 2026-08-23 | · | @__paleologo | · | Frames data-center opposition as driven by utility costs and noise rather than AI job fears. | · | tweet ↗ |
| 2026-08-22 | TSLA | @__paleologo | +0.35 | Improved owner feedback challenges prior skepticism that Tesla FSD was merely a gimmick. | -3.9% | tweet ↗ |
| 2026-08-22 | TSLA | @__paleologo | +0.25 | Positive Model Y FSD reviews make the author consider buying a Tesla, while seeking contrary evidence. | -3.9% | tweet ↗ |
| 2026-08-21 | · | @__paleologo | · | Shares a finance survey on recursive and dispersed investor beliefs and asks how foundation models will reason about it. | · | tweet ↗ |
| 2026-08-21 | · | @__paleologo | · | Argues public-market value creation is concentrated among firms described in cited studies. | · | tweet ↗ |
| 2026-08-20 | · | @__paleologo | · | AI agents may synthesize a rapidly expanding research corpus more comprehensively than humans. | · | tweet ↗ |
| 2026-08-20 | · | @__paleologo | · | Cites a claim that LLMs already outperform mediocre language-model researchers. | · | tweet ↗ |
| 2026-08-20 | · | @__paleologo | · | Investment framework emphasizes concentrated winners and opportunity-cost discipline. | · | tweet ↗ |
| 2026-08-19 | · | @__paleologo | · | Bank QIS momentum baskets are said to have become cheaper and better constructed. | · | tweet ↗ |
| 2026-08-19 | · | @__paleologo | · | Model selection requires judgment and research hygiene; ETFs are rejected as factor proxies. | · | tweet ↗ |
| 2026-08-18 | META | @__paleologo | -0.15 | Author questions the consistency and motivation of Meta's open-weight model policy. | +6.3% | tweet ↗ |
| 2026-08-16 | · | @__paleologo | · | Explains heterogeneous hedge-fund risk profiles and the capacity-Sharpe tradeoff. | · | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.