Author
@Corsica267 Corsica267
grade Ax.com/Corsica267 ↗
Anonymous macro-plumbing trader chaining rates, dollar liquidity and Treasury supply into regime calls
Posts dense, mostly conversational macro frameworks on rates
trader score
-1.59
hit rate
33%
mean α
-0.64%
signals 14d
17
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 15 scored bets: 33% hit rate, -0.64% mean alpha, trader score -1.59. Their last-14d mentions, direction-adjusted, have moved +0.3% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Corsica267 | · | Explains why either a Fed hike or no hike creates bearish macro consequences, ending with recession as resolution. | · | tweet ↗ |
| 2026-08-28 | · | @Corsica267 | · | Notes a dollar rebound and argues global rate expectations constrain U.S. policy. | · | tweet ↗ |
| 2026-08-28 | · | @Corsica267 | · | Argues one hike is mathematically optimal but lacks real basis and must be viewed globally. | · | tweet ↗ |
| 2026-08-25 | · | @Corsica267 | · | Characterizes markets as policy-driven and testing both Treasury and Federal Reserve reactions. | · | tweet ↗ |
| 2026-08-25 | · | @Corsica267 | · | Frames policy as caught between forcing rate cuts and inducing recession or stagflation. | · | tweet ↗ |
| 2026-08-25 | · | @Corsica267 | · | Says conditions are forcing interest-rate cuts. | · | tweet ↗ |
| 2026-08-25 | · | @Corsica267 | · | Questions a sell-side consensus calling for September growth after July recession and August stagflation. | · | tweet ↗ |
| 2026-08-25 | NQ | @Corsica267 | +0.50 | Expresses amazement that Nasdaq futures are surging despite recession conditions. | · | tweet ↗ |
| 2026-08-24 | GDX | @Corsica267 | -0.35 | Author says all GDX calls were exited Friday and expects an initial gold decline, warning of a trap. | -3.8% | tweet ↗ |
| 2026-08-22 | · | @Corsica267 | · | Says bonds are no longer the focus and the key question is whether the dollar weakens. | · | tweet ↗ |
| 2026-08-22 | QQQ | @Corsica267 | -0.35 | Develops a rates framework in which expensive capital compresses equity valuations despite productive investment. | +0.4% | tweet ↗ |
| 2026-08-21 | · | @Corsica267 | · | Distinguishes savings flows, productive AI investment, Treasury asset demand, and duration absorption. | · | tweet ↗ |
| 2026-08-20 | SPX | @Corsica267 | -0.20 | Analyzes real yields, positioning, liquidity and credit conditions under alternative market regimes. | · | tweet ↗ |
| 2026-08-20 | QQQ | @Corsica267 | -0.25 | Analyzes real yields, positioning, liquidity and credit conditions under alternative market regimes. | +0.8% | tweet ↗ |
| 2026-08-20 | GLD | @Corsica267 | +0.05 | Analyzes real yields, positioning, liquidity and credit conditions under alternative market regimes. | -1.5% | 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.