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
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hit rate
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mean α
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signals 14d
11
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). Their last-14d mentions, direction-adjusted, have moved +0.9% since posting (mean over 2 mentions with price data).
Recent signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @Corsica267 | · | Reports that slower money-fund cash flows are pressuring short-term Treasuries. | · | tweet ↗ |
| 2026-10-14 | · | @Corsica267 | · | Outlines a multi-year rates, bonds, FX, commodities, liquidity, and equity-index framework. | · | tweet ↗ |
| 2026-10-14 | · | @Corsica267 | · | References quarterly total assets and 0.55% remaining capacity, but the subject is unavailable. | · | tweet ↗ |
| 2026-10-13 | · | @Corsica267 | · | Describes a feedback loop between volatility, margin needs and dealer balance-sheet constraints. | · | tweet ↗ |
| 2026-10-13 | GS | @Corsica267 | -0.10 | Bank earnings are used to argue that peak balance-sheet expansion has likely passed. | -1.8% | tweet ↗ |
| 2026-10-13 | JPM | @Corsica267 | -0.10 | Bank earnings are used to argue that peak balance-sheet expansion has likely passed. | +0.0% | tweet ↗ |
| 2026-10-13 | · | @Corsica267 | · | Explains how mortgage hedging can amplify Treasury selling after credit contraction. | · | tweet ↗ |
| 2026-10-12 | · | @Corsica267 | · | Links higher-quality short-term collateral to cash pricing and sudden liquidity shocks. | · | tweet ↗ |
| 2026-10-08 | · | @Corsica267 | · | Says hedges protected the portfolio during a day away, without naming instruments. | · | tweet ↗ |
| 2026-10-06 | · | @Corsica267 | · | Reports that crude oil and rates are falling during overnight futures trading. | · | tweet ↗ |
| 2026-10-05 | · | @Corsica267 | · | Describes a cross-Atlantic rotation between gold, short bonds, equities and commodities. | · | 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.