Author

@BullTheoryio BullTheoryio

Macro/AI-bubble commentator synthesizing the bull-bear debate with real-time price scorekeeping

Posts long, reasoning-heavy macro and thematic commentary ce

trader score
-1.57
hit rate
40%
mean α
-1.01%
signals 14d
292

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: 40% hit rate, -1.01% mean alpha, trader score -1.57. Their last-14d mentions, direction-adjusted, have moved -2.4% since posting (mean over 68 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@BullTheoryio·Reports a US-Venezuela oil agreement covering control of 65 billion barrels.·
2026-08-28·@BullTheoryio·Reports US rice at $15/cwt, up 61% in eight months, signaling food inflation.·
2026-08-28·@BullTheoryio·Fed remarks raised September hike odds and triggered a broad multi-asset selloff.·
2026-08-28·@BullTheoryio·Reports presidential figures showing a 33.8% decline in the US trade deficit.·
2026-08-28SPX@BullTheoryio-0.20Quantifies sharp intraday S&P swings during the Fed chair's speech.·
2026-08-28·@BullTheoryio·Reports Bitcoin falling $2,000 below $78,000 with $80 million of long liquidations.·
2026-08-28·@BullTheoryio·Reports USDJPY above 160 as hawkish Fed remarks lift US rate expectations.·
2026-08-28·@BullTheoryio·Reports a $500 billion US-stock rebound after no September hike commitment.·
2026-08-28·@BullTheoryio·Summarizes the Fed chair's hawkish inflation and policy remarks.·
2026-08-28·@BullTheoryio·Reports a $700 billion precious-metals selloff after hawkish remarks.·
2026-08-28SPX@BullTheoryio-0.45Hawkish Fed comments on inflation and tightening turned the S&P 500 negative.·
2026-08-28CVX@BullTheoryio+0.45Reports Chevron and Halliburton nearing Venezuelan oil-field investments.
2026-08-28HAL@BullTheoryio+0.40Reports Chevron and Halliburton nearing Venezuelan oil-field investments.
2026-08-28PYPL@BullTheoryio-0.60Stripe and Advent reportedly abandoned a $50 billion PayPal buyout pursuit.
2026-08-28·@BullTheoryio·Argues inflation, yen weakness and debt costs will intensify Japan's bond and currency crisis.·

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.