Author
@dailychartbook dailychartbook
grade Bx.com/dailychartbook ↗
Anonymous data-chart curator relaying institutional macro research with disciplined base-rate framing
Aggregates and lightly synthesizes charts, data points, and
trader score
-0.82
hit rate
36%
mean α
-0.69%
signals 14d
75
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 14 scored bets: 36% hit rate, -0.69% mean alpha, trader score -0.82. Their last-14d mentions, direction-adjusted, have moved -1.2% 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 | · | @dailychartbook | · | Reports the equal-weight software index is near its highest monthly close on record. | · | tweet ↗ |
| 2026-08-28 | · | @dailychartbook | · | JPMorgan says retail bought semiconductors and sold software, leaving positioning against a relative breakout. | · | tweet ↗ |
| 2026-08-28 | · | @dailychartbook | · | NAAIM exposure reached 102.7, a two-year high indicating leveraged bullish positioning. | · | tweet ↗ |
| 2026-08-28 | · | @dailychartbook | · | Reports longer-maturity Treasury buybacks reached $40B YTD versus $22B a year earlier. | · | tweet ↗ |
| 2026-08-28 | · | @dailychartbook | · | Argues the U.S. deficit is dangerously large for the current economic cycle. | · | tweet ↗ |
| 2026-08-27 | · | @dailychartbook | · | Reports record July resale-home prices while new-home median prices hit a five-year low. | · | tweet ↗ |
| 2026-08-27 | · | @dailychartbook | · | Reports most S&P 500 firms with large estimate revisions have experienced valuation multiple compression. | · | tweet ↗ |
| 2026-08-27 | · | @dailychartbook | · | South Korean exports are cited as evidence that AI demand is becoming real economic demand. | · | tweet ↗ |
| 2026-08-27 | · | @dailychartbook | · | Cites gold's historical seasonal pattern as a constructive signal. | · | tweet ↗ |
| 2026-08-27 | · | @dailychartbook | · | Argues the era of foreign reserve recycling into U.S. Treasuries is ending. | · | tweet ↗ |
| 2026-08-27 | · | @dailychartbook | · | Reports broader core-PCE inflation, with more categories above 3% than a year ago. | · | tweet ↗ |
| 2026-08-26 | · | @dailychartbook | · | JPMorgan cites semiconductor drawdown and positive-year base rates since 1995. | · | tweet ↗ |
| 2026-08-26 | · | @dailychartbook | · | States that longer holding periods increase the historical odds of positive returns. | · | tweet ↗ |
| 2026-08-26 | · | @dailychartbook | · | Warns semiconductor earnings growth may be cresting with its historical cycle. | · | tweet ↗ |
| 2026-08-26 | SPX | @dailychartbook | +0.10 | Reports AI mentions outside tech in S&P 500 calls at about 2.7 times last year's level. | · | 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.