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
29
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 signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @darioperkins | · | Signals concern about a possible AI capital-expenditure crash while noting research in progress. | · | tweet ↗ |
| 2026-10-15 | · | @darioperkins | · | Argues monetary-policy restrictiveness varies by sector and economy, with post-dot-com parallels. | · | tweet ↗ |
| 2026-10-15 | · | @darioperkins | · | Argues an AI crash could release resources to non-tech demand and underpin an eventual recovery. | · | tweet ↗ |
| 2026-10-15 | · | @darioperkins | · | Rejects the thesis that rate hikes do not affect economic or market outcomes. | · | tweet ↗ |
| 2026-10-15 | · | @darioperkins | · | Says an AI-boom reversal would materially shift the 2027 outlook, though calling its end is premature. | · | tweet ↗ |
| 2026-10-15 | · | @darioperkins | · | Sarcastically questions an unnamed AI company's lack of financial disclosure. | · | tweet ↗ |
| 2026-10-15 | · | @darioperkins | · | Warns that AI-capex cuts would expose questions over $2.5 trillion of spending. | · | tweet ↗ |
| 2026-10-15 | · | @darioperkins | · | Rejects Goldman's claim that slower AI capital spending would be bullish for stocks. | · | tweet ↗ |
| 2026-10-14 | · | @darioperkins | · | Pencils an unspecified event in for early 2028, but parent context is absent | · | tweet ↗ |
| 2026-10-14 | · | @darioperkins | · | Mocks a speaker's current stance by citing their prior support for quantitative tightening | · | tweet ↗ |
| 2026-10-14 | · | @darioperkins | · | Expresses skepticism about AI while acknowledging a useful bull-case presentation | · | tweet ↗ |
| 2026-10-14 | · | @darioperkins | · | Mocks the claim that national house prices never decline | · | tweet ↗ |
| 2026-10-14 | · | @darioperkins | · | Expects bailouts after a crash but says substantial wealth destruction would still occur | · | tweet ↗ |
| 2026-10-14 | · | @darioperkins | · | Argues ordinary consumers lack willingness to pay for unspecified technology products | · | tweet ↗ |
| 2026-10-14 | · | @darioperkins | · | Suggests the described scenario may be a post-crash environment | · | 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.