Author
@biancoresearch biancoresearch
Institutional macro strategist mapping rates, inflation, and oil supply shocks to cross-asset risk
Publishes original top-down macro research and data charts o
trader score
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hit rate
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mean α
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signals 14d
47
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). Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @biancoresearch | · | Defends the historical basis of the natural-rate concept underlying the Fed's neutral-rate framework. | · | tweet ↗ |
| 2026-10-14 | · | @biancoresearch | · | Explains nominal yields as a function of both inflation and real economic growth. | · | tweet ↗ |
| 2026-10-12 | SPCX | @biancoresearch | +0.00 | Clarifies that SPCX is not a constituent of the S&P 500. | · | tweet ↗ |
| 2026-10-12 | SPX | @biancoresearch | +0.00 | Clarifies that SPCX is not a constituent of the S&P 500. | · | tweet ↗ |
| 2026-10-11 | · | @biancoresearch | · | Reports slightly negative rolling six-month correlation between two market cohorts. | · | tweet ↗ |
| 2026-10-11 | · | @biancoresearch | · | Framework warns that broad-market portfolios already contain substantial AI-theme concentration. | · | tweet ↗ |
| 2026-10-11 | · | @biancoresearch | · | AI basket represents roughly 49% concentration, exceeded only by the railroad-boom episode shown. | · | tweet ↗ |
| 2026-10-11 | · | @biancoresearch | · | Defines a 41-company AI basket using JPMorgan classification data. | · | tweet ↗ |
| 2026-10-11 | SPX | @biancoresearch | +0.00 | Quantifies AI-related companies at 48.68% of S&P 500 market capitalization. | · | tweet ↗ |
| 2026-10-11 | · | @biancoresearch | · | Reports a prior ceasefire announcement followed hours later by attacks on energy facilities. | · | tweet ↗ |
| 2026-10-09 | · | @biancoresearch | · | Describes a K-shaped economy supported by asset owners while lower-income households fall behind. | · | tweet ↗ |
| 2026-10-08 | · | @biancoresearch | · | Reiterates a bullish case for bonds. | · | tweet ↗ |
| 2026-10-08 | GOOGL | @biancoresearch | +0.10 | Challenges excluding diversified megacaps merely because they have substantial non-AI businesses. | -8.1% | tweet ↗ |
| 2026-10-08 | MSFT | @biancoresearch | +0.10 | Challenges excluding diversified megacaps merely because they have substantial non-AI businesses. | +0.4% | tweet ↗ |
| 2026-10-08 | META | @biancoresearch | +0.10 | Challenges excluding diversified megacaps merely because they have substantial non-AI businesses. | -10.9% | 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.