Author
@dailydirtnap dailydirtnap
grade Bx.com/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
8
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 -7.3% since posting (mean over 2 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @dailydirtnap | · | Characterizes socialism as a permanent recessionary regime. | · | tweet ↗ |
| 2026-08-25 | CVNA | @dailydirtnap | -0.65 | Compares Carvana to failed dot-com-era company Webvan, implying a bearish view. | -2.3% | tweet ↗ |
| 2026-08-25 | · | @dailydirtnap | · | Discloses owning substantially more than $1 million in gold. | · | tweet ↗ |
| 2026-08-21 | · | @dailydirtnap | · | Paradoxically frames the absence of a conventional bond bull case as bullish. | · | tweet ↗ |
| 2026-08-21 | · | @dailydirtnap | · | States continued preference for bonds at current levels. | · | tweet ↗ |
| 2026-08-21 | · | @dailydirtnap | · | Advocates a simplified tax structure modeled on the 1988 brackets. | · | tweet ↗ |
| 2026-08-19 | · | @dailydirtnap | · | Claims realized profits from the day's bond buybacks without a forward trade signal. | · | tweet ↗ |
| 2026-08-17 | SNDK | @dailydirtnap | +0.35 | Notes the price of 1TB SanDisk USB drives rose from $99 last year to $269 today. | -16.9% | 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.