Author
@chigrl chigrl
grade Bx.com/chigrl ↗
Commodities/energy macro specialist mapping physical supply chains to cross-asset moves
Real-time commodities and energy markets analysis blending p
trader score
-0.38
hit rate
64%
mean α
-0.65%
signals 14d
89
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: 64% hit rate, -0.65% mean alpha, trader score -0.38. Their last-14d mentions, direction-adjusted, have moved +2.6% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @chigrl | · | Endorses fiscal discipline while observing that it has not won US elections. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | Clarifies that physically deliverable oil contracts trade substantially above ICE Brent. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | Clarifies a comparison between financially settled futures and physically traded contracts. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | Explains why unauthorized traders moved from November to December WTI after options expiry. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | Bloomberg reports a persistent ship-fuel squeeze despite increased Hormuz crude flows. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | US hot-rolled coil reached a four-year high at $1,255 per ton, up 52% over the year. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | Iran reports a tanker on fire near the Strait of Hormuz. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | Reuters reports Indian diesel sales rose 26.4% monthly and 25.4% yearly in early October. | · | tweet ↗ |
| 2026-10-16 | · | @chigrl | · | Jeff Currie argues Brent is disconnected from physical energy markets and creating unpriceable risk. | · | tweet ↗ |
| 2026-10-15 | ORCL | @chigrl | -0.50 | Reports widening CDS and credit distress across three technology companies. | -6.2% | tweet ↗ |
| 2026-10-15 | CRWV | @chigrl | -0.50 | Reports widening CDS and credit distress across three technology companies. | -22.2% | tweet ↗ |
| 2026-10-15 | NVDA | @chigrl | -0.50 | Reports widening CDS and credit distress across three technology companies. | -2.9% | tweet ↗ |
| 2026-10-15 | · | @chigrl | · | Quantifies an unspecified amount against global and US consumption. | · | tweet ↗ |
| 2026-10-15 | · | @chigrl | · | Reports Shadowbox Studios plans for a 651-megawatt Georgia data center. | · | tweet ↗ |
| 2026-10-15 | · | @chigrl | · | Argues soaring oil-shipping costs will feed sustained consumer-price inflation. | · | 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.