Author

@DarioCpx DarioCpx

High-conviction macro trader betting on an oil supply-shock cascade into JPY and AI bubble

Builds an original, quantified cross-asset macro thesis cent

trader score
+0.30
hit rate
50%
mean α
+0.25%
signals 14d
125

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: 50% hit rate, +0.25% mean alpha, trader score +0.30. Their last-14d mentions, direction-adjusted, have moved +1.7% since posting (mean over 15 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@DarioCpx·Argues Venezuelan oil shipments cannot increase meaningfully for years due to infrastructure constraints.·
2026-08-28·@DarioCpx·Develops a geopolitical oil-crisis thesis involving Gulf incentives, Iran, Hormuz, and U.S. military risk.·
2026-08-28·@DarioCpx·Expects crude prices to rise next week based on diesel pricing and Brent settlement timing.·
2026-08-28·@DarioCpx·Predicts a second U.S.-Iran military confrontation before the midterm elections.·
2026-08-28·@DarioCpx·Predicts markets will eventually view Warsh as a placeholder rather than the true Fed decision-maker.·
2026-08-28·@DarioCpx·Skeptically expects the Fed chair's Jackson Hole speech to contain nothing relevant.·
2026-08-28·@DarioCpx·Claims actors are artificially suppressing crude prices using a failed narrative.·
2026-08-27NVDA@DarioCpx-0.15Raises a rhetorical concern about possible FTC attention toward Nvidia.-4.6%
2026-08-27·@DarioCpx·Implies U.S.-Iran/Oman developments are leading toward geopolitical escalation.·
2026-08-27·@DarioCpx·Warns U.S. refiners and fuel retailers may face shortages soon.·
2026-08-27·@DarioCpx·Observes a large gamma squeeze but provides no identifiable instrument.·
2026-08-27·@DarioCpx·Doubts Bessent will execute threatened actions against financial institutions.·
2026-08-27NVDA@DarioCpx+0.25Promotes a podcast claiming Nvidia revealed the secret behind its rise.-4.6%
2026-08-27·@DarioCpx·Calls diesel one of the most bullish setups seen and expects an explosive breakout.·
2026-08-27·@DarioCpx·Forecasts an oil spike followed by a liquidity-driven dip in gold and silver.·

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.