Author
@darioperkins darioperkins
grade Ax.com/darioperkins ↗
Institutional macro strategist dissecting central-bank plumbing, regime shifts, and AI-bubble skepticism
Writes original top-down macro analysis on monetary policy,
trader score
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hit rate
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mean α
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signals 14d
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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 signals11receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @darioperkins | · | Views downplaying recent inflation improvement as a significantly hawkish signal. | · | tweet ↗ |
| 2026-08-28 | · | @darioperkins | · | Interprets Warsh's remarks as effectively signaling a September rate hike. | · | tweet ↗ |
| 2026-08-27 | · | @darioperkins | · | Calls Goldman's research on Fed communication interesting without stating its conclusion. | · | tweet ↗ |
| 2026-08-24 | · | @darioperkins | · | Criticizes policymakers for distorting bond-yield market signals while invoking free-market pricing. | · | tweet ↗ |
| 2026-08-24 | · | @darioperkins | · | Rejects the idea that changing Treasury issuance maturities will keep yields lower. | · | tweet ↗ |
| 2026-08-22 | · | @darioperkins | · | Sarcastically rejects the claim that AI is deflationary. | · | tweet ↗ |
| 2026-08-20 | · | @darioperkins | · | Argues QE mattered chiefly through its low-rate policy signal, which Treasury maturity changes cannot reproduce. | · | tweet ↗ |
| 2026-08-20 | · | @darioperkins | · | Says the missing rate signal was the only economically important element of QE. | · | tweet ↗ |
| 2026-08-20 | · | @darioperkins | · | Characterizes the discussed Treasury transaction as economically equivalent to QE and QE itself as unremarkable. | · | tweet ↗ |
| 2026-08-19 | · | @darioperkins | · | Calls short-end financing poor debt management if rates are truly headed higher. | · | tweet ↗ |
| 2026-08-19 | · | @darioperkins | · | Criticizes market-oriented policymakers for repeatedly intervening in markets. | · | 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.