Author

@Cessnadriver50 Cessnadriver50

Contrarian macro thinker shorting the AI bubble, long abandoned energy, gold and software

Posts an integrated top-down regime view with named long/sho

trader score
-0.83
hit rate
36%
mean α
-0.92%
signals 14d
13

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 11 scored bets: 36% hit rate, -0.92% mean alpha, trader score -0.83. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 2 mentions with price data).

Recent signals13receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@Cessnadriver50·Strongly rejects inflation-fighting rhetoric and assigns zero chance to a September rate hike.·
2026-08-24·@Cessnadriver50·Buy gold. — Issues an explicit forward buy instruction for gold without an equity ticker.·
2026-08-24OPEN@Cessnadriver50-0.45Argues traders should cut losing positions and rejects holding losers in CIFR and OPEN context.-4.1%
2026-08-24CIFR@Cessnadriver50-0.45Argues traders should cut losing positions and rejects holding losers in CIFR and OPEN context.-1.2%
2026-08-24·@Cessnadriver50·Frames portfolio management as continual incremental pruning and cultivation.·
2026-08-24·@Cessnadriver50·Buy gold. — Explicit forward buy call on gold, expressed without an eligible ticker symbol.·
2026-08-22·@Cessnadriver50·Predicts sizable foreign selling of US Treasuries during the following week.·
2026-08-21·@Cessnadriver50·Forecasts a weaker dollar, soft yield-curve control and new highs for gold.·
2026-08-21·@Cessnadriver50·Argues policymakers require inflation to erode the debt burden.·
2026-08-20·@Cessnadriver50·Expresses a multi-year bullish thesis on gold without naming a public ticker.·
2026-08-20·@Cessnadriver50·Expresses a plainly negative view of bonds.·
2026-08-19·@Cessnadriver50·States substantial existing gold exposure and argues investors remain underallocated.·
2026-08-19CHF@Cessnadriver50+0.55Fire emoji conveys a positive reaction toward CHF.·

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.