Author

@bauhiniacapital bauhiniacapital

Anonymous quant-minded analyst who debunks index-flow hype with first-principles math

Reply-driven original analysis dissecting index-construction

trader score
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hit rate
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mean α
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signals 14d
11

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Not yet in the scored-bets universe (fewer than 20 scoreable calls).

Recent signals11receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-24·@bauhiniacapital·Criticizes tariffs as failed policy and notes the budget deficit still increased.·
2026-08-23·@bauhiniacapital·Counters an aluminum claim with Canadian production, import and hydropower data.·
2026-08-23·@bauhiniacapital·Questions sourcing and rejects reported US demands as incompatible with sovereignty.·
2026-08-22·@bauhiniacapital·Argues US trade conflict extends far beyond China under current policy.·
2026-08-22·@bauhiniacapital·Expresses skepticism that proposed US deal terms were actually agreed.·
2026-08-21·@bauhiniacapital·Sarcastically anticipates an escalating US-Canada tariff war.·
2026-08-20·@bauhiniacapital·Dismisses Bessent's claim to informational advantage on the US yield curve·
2026-08-20·@bauhiniacapital·Reports Bessent's statement that US yields do not reflect fundamentals·
2026-08-20·@bauhiniacapital·Compares annual Toyota Hilux sales in Japan with kei-truck sales and national population.·
2026-08-17·@bauhiniacapital·Mockingly disputes a global-distress thesis based on USDJPY and bonds.·
2026-08-15·@bauhiniacapital·Interprets an unstated proposal as requiring dollar weakness, capital controls, higher consumption taxes or socialism.·

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.