Author

@dailydirtnap dailydirtnap

Named newsletter macro pundit calling market regimes via historical analogs and sentiment

Posts cycle/regime macro commentary and occasional cross-ass

trader score
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hit rate
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mean α
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signals 14d
4

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).

Recent signals4receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-06-29·@dailydirtnap·Suggests another yen carry blowup may be due.·
2026-06-24·@dailydirtnap·States deficit-to-GDP was 6% in both instances, a fiscal macro data point.·
2026-06-24·@dailydirtnap·Political tax escalation framework with asset seizure risk, but no ticker or market instrument named.·
2026-06-24·@dailydirtnap·Comments that traders are catching the oil falling knife while abandoning gold.·

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.