Author

@dailychartbook dailychartbook

Anonymous data-chart curator relaying institutional macro research with disciplined base-rate framing

Aggregates and lightly synthesizes charts, data points, and

trader score
-1.17
hit rate
20%
mean α
-0.31%
signals 14d
82

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 20 scored bets: 20% hit rate, -0.31% mean alpha, trader score -1.17. Their last-14d mentions, direction-adjusted, have moved -4.6% since posting (mean over 4 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03·@dailychartbook·FactSet data says Q2 EPS estimates rose 3.4%, most since Q2 2021, led by Energy and Tech.·
2026-07-03·@dailychartbook·Quote warns waiting for EPS misses or revisions to confirm a market top risks being too late like 2000.·
2026-07-03·@dailychartbook·AAII bullish responses dropped by the most in nearly five years, making bull-bear spread negative.·
2026-07-03·@dailychartbook·June unemployment fell to 4.2%, but participation dropped to 61.5%, lowest since Mar 2021.·
2026-07-03·@dailychartbook·Reports 57K June jobs added, below expected, with 111K three-month average.·
2026-07-02·@dailychartbook·CalculatedRisk quote on mortgage lock-in effect eroding as sub-4% loans decline over time.·
2026-07-02NDX@dailychartbook+0.35S&P 500 up in July 11 straight years; Nasdaq 100 up 17 of past 18 Julys.·
2026-07-02SPX@dailychartbook+0.35S&P 500 up in July 11 straight years; Nasdaq 100 up 17 of past 18 Julys.·
2026-07-02·@dailychartbook·Healthcare EPS growth expected to accelerate and valuations trade at discount to S&P 500.·
2026-07-02·@dailychartbook·Cites forecast of 180,000 jobs gain in June.·
2026-07-02·@dailychartbook·TMT relative valuations approach dotcom peaks and defensives are already there.·
2026-07-02·@dailychartbook·Reports long-only equity inflows were at all-time high around $180B in June.·
2026-07-02·@dailychartbook·Hedge funds have become large leveraged Treasury players; UST share doubled since 2022.·
2026-07-02·@dailychartbook·RevelioLabs RPLS shows economy added 258.8k jobs in June 2026.·
2026-07-02·@dailychartbook·US employers announced 45.8k June cuts, down MoM/YoY; AI cited as top reason.·

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.