Author

@awealthofcs awealthofcs

Data-driven market historian; calm contrarian against prevailing pessimism.

Posts original charts and historical base-rate statistics to

trader score
+0.09
hit rate
50%
mean α
+0.17%
signals 14d
14

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 10 scored bets: 50% hit rate, +0.17% mean alpha, trader score +0.09. Their last-14d mentions, direction-adjusted, have moved -0.7% since posting (mean over 1 mentions with price data).

Recent signals14receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@awealthofcs·The author argues that profound uncertainty is the proper baseline for forecasting future outcomes.·
2026-08-27IGV@awealthofcs+0.50Notes IGV is 7% below its record and nearly 50% above its lows.-0.7%
2026-08-26·@awealthofcs·Uses historical living-cost and safety-net comparisons to argue economic advancement is easier today.·
2026-08-25·@awealthofcs·Explores a contrarian case for owning fixed income while bonds are broadly hated and heavily shorted.·
2026-08-19·@awealthofcs·Author says the unspecified economic tradeoff is favorable for households.·
2026-08-19·@awealthofcs·Argues continued money creation makes inflation the overriding long-run risk.·
2026-08-19·@awealthofcs·Argues the US will avoid a sovereign-debt crisis due to economic scale, reserve-currency status, and Treasury demand.·
2026-08-19SPX@awealthofcs+0.50Lists ten calendar years of S&P 500 returns and characterizes the period as a strong run.·
2026-08-19·@awealthofcs·Promotes a discussion framing the current market as an exceptional bull run alongside AI risks and abundant cash.·
2026-08-17·@awealthofcs·Argues US housing is unaffordable but could become substantially less affordable.·
2026-08-17·@awealthofcs·Sarcastically rejects the idea that zero rates alone explain the bull market.·
2026-08-17·@awealthofcs·Uses China's weak stocks despite debt and deficits to challenge fiscal-spending explanations for US gains.·
2026-08-17·@awealthofcs·Tech rose about 65% since 2025 while its forward P/E fell from 29x to 22x.·
2026-08-17·@awealthofcs·Highlights broad global all-time highs, falling valuations, and rising margins as exceptional bull-market evidence.·

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.