Author
@Bogachan_1971 Bogachan_1971
grade Bx.com/Bogachan_1971 ↗
Anti-Fed perma-bear macro trader; gold as the only honest money, manipulation everywhere
Posts long-form bearish macro frameworks linking oil/energy
trader score
+1.90
hit rate
75%
mean α
+0.63%
signals 14d
29
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: 75% hit rate, +0.63% mean alpha, trader score +1.90. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 6 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Bogachan_1971 | · | Criticizes continued money-supply growth as inconsistent with fighting inflation. | · | tweet ↗ |
| 2026-08-28 | · | @Bogachan_1971 | · | Develops a bearish framework linking short debt maturity, bond buybacks and monetary expansion. | · | tweet ↗ |
| 2026-08-28 | · | @Bogachan_1971 | · | Argues Fed credibility and policy effectiveness are structurally poor despite hawkish rhetoric. | · | tweet ↗ |
| 2026-08-27 | · | @Bogachan_1971 | · | Author argues fiscal deficits and long-end yields constrain Fed policy and US monetary credibility | · | tweet ↗ |
| 2026-08-26 | · | @Bogachan_1971 | · | Presents a strongly bearish US monetary-regime thesis centered on money creation and inflation. | · | tweet ↗ |
| 2026-08-25 | · | @Bogachan_1971 | · | Historical framework argues fixed-income success depends on capital, networks and adapting as market regimes change. | · | tweet ↗ |
| 2026-08-25 | · | @Bogachan_1971 | · | Argues central-bank intervention has made major market benchmarks economically artificial. | · | tweet ↗ |
| 2026-08-25 | · | @Bogachan_1971 | · | Frames oil weakness as policy-driven suppression and warns of post-election asset risk. | · | tweet ↗ |
| 2026-08-24 | · | @Bogachan_1971 | · | Predicts markets may soon abandon US assets because of incompetent economic leadership. | · | tweet ↗ |
| 2026-08-24 | · | @Bogachan_1971 | · | Warns delayed debt-ceiling action could cause an actual US default. | · | tweet ↗ |
| 2026-08-23 | · | @Bogachan_1971 | · | links inequality, globalization and state policy to long-run fiscal and political deterioration | · | tweet ↗ |
| 2026-08-20 | · | @Bogachan_1971 | · | Argues Bessent misunderstands markets and warns government attempts to dictate bond and oil prices will fail. | · | tweet ↗ |
| 2026-08-19 | · | @Bogachan_1971 | · | Presents a long-term bearish U.S. liquidity, debasement, and AI-investment framework. | · | tweet ↗ |
| 2026-08-19 | · | @Bogachan_1971 | · | Claims Treasury and Fed purchases amount to yield-curve control and unusually rapid bill buying. | · | tweet ↗ |
| 2026-08-19 | · | @Bogachan_1971 | · | Author expects the bond yield to exceed 5.34% again after Bessent's reversal. | · | 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.