Author
@CathieDWood CathieDWood
Named ARK PM evangelizing a disruptive-innovation macro thesis with transparent disclosures
Promotes ARK's disruptive-innovation investment framework, d
trader score
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hit rate
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mean α
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signals 14d
10
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 signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-30 | · | @CathieDWood | · | Cathie Wood argues productivity and innovation are pushing back on inflation and creating a market setup like the 1980s/1990s. | · | tweet ↗ |
| 2026-06-27 | BTC | @CathieDWood | +0.75 | Capital outflows from unstable countries are expected to support bitcoin and digital assets. | · | tweet ↗ |
| 2026-06-27 | · | @CathieDWood | · | ARK research says multiomics will be the most profound AI application in healthcare. | · | tweet ↗ |
| 2026-06-27 | · | @CathieDWood | · | Section 604 of the CLARITY Act is framed as helping US digital asset innovation flourish. | · | tweet ↗ |
| 2026-06-24 | · | @CathieDWood | · | Wood expects growth to boom while inflation slips and a Warsh Fed supports growth. | · | tweet ↗ |
| 2026-06-24 | · | @CathieDWood | · | Wood expects Warsh to handle monetary policy well despite higher rate projections. | · | tweet ↗ |
| 2026-06-24 | · | @CathieDWood | · | Wood says Warsh understands disinflation from productivity and flawed inflation measures. | · | tweet ↗ |
| 2026-06-24 | · | @CathieDWood | · | Truflation fell from 11% YoY in 2022 to 1.8%, core to 1.4%. | · | tweet ↗ |
| 2026-06-24 | · | @CathieDWood | · | Productivity up about 3% and compensation up 3.5%, implying underlying inflation 0.5%. | · | tweet ↗ |
| 2026-06-24 | · | @CathieDWood | · | Wood argues inflation could break down significantly and unit labor cost inflation is 0.5% YoY. | · | 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.