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
6

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 signals6receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-13·@dailydirtnap·Warns that long investors mocking shorts often marks the final stage of bull markets.·
2026-10-12HWD@dailydirtnap+0.00Retrospectively notes Harry Winston sold at the 2011 top.·
2026-10-10·@dailydirtnap·Claims a prior newsletter prediction was correct without providing a new forward call.·
2026-10-09·@dailydirtnap·Argues economic inequality has reached peak K-shaped conditions.·
2026-10-08·@dailydirtnap·Expresses a favorable current view of bonds.·
2026-10-05·@dailydirtnap·Describes the bond market as being in a perilous state.·

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.