Author
@briangobosox briangobosox
grade Ax.com/briangobosox ↗
Rigorous macro-geopolitics analyst quantifying Hormuz oil logic and Fed-inflation mechanics
Brian McCarthy (Macrolens LLC) writes deep, reasoning-first
trader score
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hit rate
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mean α
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signals 14d
34
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 signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @briangobosox | · | Explicitly characterizes Warsh's speech as hawkish. | · | tweet ↗ |
| 2026-08-26 | · | @briangobosox | · | Dismisses yen intervention and Treasury buybacks as weak tools presented as powerful measures. | · | tweet ↗ |
| 2026-08-26 | · | @briangobosox | · | Criticizes Warsh's Fed task-force approach and lack of substantive policy proposals. | · | tweet ↗ |
| 2026-08-25 | · | @briangobosox | · | States that crude oil has peaked regardless of whether a Hormuz deal occurs. | · | tweet ↗ |
| 2026-08-25 | · | @briangobosox | · | Dismisses a reported claim about Oman's control over a southern shipping route. | · | tweet ↗ |
| 2026-08-25 | · | @briangobosox | · | Says Fed President Collins may be reassessing her forecast while reviewing data. | · | tweet ↗ |
| 2026-08-24 | · | @briangobosox | · | Warns that absent action, markets will push long-term yields higher | · | tweet ↗ |
| 2026-08-24 | · | @briangobosox | · | Calls the Treasury secretary's late fiscal hawkishness non-credible | · | tweet ↗ |
| 2026-08-24 | · | @briangobosox | · | Frames US trade policy as balancing strategic decoupling against an unrealistic rebalancing goal | · | tweet ↗ |
| 2026-08-24 | · | @briangobosox | · | Says the Fed may counteract the referenced policy effect | · | tweet ↗ |
| 2026-08-24 | · | @briangobosox | · | Warns a large-scale yield-curve twist could trigger Fed tightening or a dollar collapse | · | tweet ↗ |
| 2026-08-24 | · | @briangobosox | · | Argues promised economic fixes are impossible without pain and hard decisions remain deferred | · | tweet ↗ |
| 2026-08-22 | · | @briangobosox | · | Sarcastically rejects the idea that a projected 0.23% July core PCE print lets the Fed ignore broader inflation risks. | · | tweet ↗ |
| 2026-08-22 | · | @briangobosox | · | Says energy and AI capex have worsened the Fed's inflation concerns since July. | · | tweet ↗ |
| 2026-08-21 | · | @briangobosox | · | Interprets Fed minutes as showing a more data-dependent reaction function. | · | 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.