Author
@acemoney21 acemoney21
grade Bx.com/acemoney21 ↗
Thematic macro-meets-supply-chain trader weaving rates regime into defense and semis picks
Posts conviction-driven, ticker-specific theses that link bo
trader score
-0.56
hit rate
45%
mean α
-0.54%
signals 14d
38
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 20 scored bets: 45% hit rate, -0.54% mean alpha, trader score -0.56. Their last-14d mentions, direction-adjusted, have moved -3.7% 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 | · | @acemoney21 | · | Observes Warsh's remarks flattened the yield curve rather than hurting equities as expected. | · | tweet ↗ |
| 2026-08-27 | · | @acemoney21 | · | Links the symposium's payments focus to crypto, stablecoins, the dollar and yields without a clear direction. | · | tweet ↗ |
| 2026-08-27 | · | @acemoney21 | · | Argues Jackson Hole has a meaningful chance of becoming a volatility-inducing risk event. | · | tweet ↗ |
| 2026-08-27 | VIX | @acemoney21 | +0.45 | Says markets are selling volatility and underhedged for a speech likely to provoke a negative reaction. | · | tweet ↗ |
| 2026-08-27 | VVIX | @acemoney21 | +0.45 | Says markets are selling volatility and underhedged for a speech likely to provoke a negative reaction. | · | tweet ↗ |
| 2026-08-25 | · | @acemoney21 | · | Says negotiations accelerated toward a possible Islamabad MOU next week, citing oil, yields and SPX beta. | · | tweet ↗ |
| 2026-08-24 | · | @acemoney21 | · | Suggests the Xi-Trump meeting could revive a de-escalation arrangement. | · | tweet ↗ |
| 2026-08-24 | · | @acemoney21 | · | Speculates that a speech concerned de-dollarization and preparation for stablecoins. | · | tweet ↗ |
| 2026-08-23 | · | @acemoney21 | · | Lists policy tools Bessent could use to suppress long yields, including YCC and QE. | · | tweet ↗ |
| 2026-08-22 | · | @acemoney21 | · | Argues rising oil prices reveal an unrecognized geopolitical driver despite the prevailing narrative. | · | tweet ↗ |
| 2026-08-21 | · | @acemoney21 | · | Rejects the idea that low summer volume makes market price action unreal or irrelevant. | · | tweet ↗ |
| 2026-08-21 | · | @acemoney21 | · | Positively characterizes AI companies raising capital as strategically smart. | · | tweet ↗ |
| 2026-08-21 | VIX | @acemoney21 | -0.10 | Provides a cross-asset morning snapshot after an 87-basis-point ES decline. | · | tweet ↗ |
| 2026-08-20 | · | @acemoney21 | · | Says the AI trade has materially changed from its prior market regime. | · | tweet ↗ |
| 2026-08-20 | VIX | @acemoney21 | +0.30 | Quantified cross-asset monitor shows rates and volatility up with equities down | · | 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.