Author
@DataTrekMB DataTrekMB
Data-driven institutional macro research desk that base-rates every market debate against history
Publish daily quantified macro and market-structure research
trader score
-1.32
hit rate
45%
mean α
-0.34%
signals 14d
47
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: 45% hit rate, -0.34% mean alpha, trader score -1.32. Their last-14d mentions, direction-adjusted, have moved +1.0% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @DataTrekMB | · | Explains the statistical Law of Large Numbers rather than a limit on corporate growth. | · | tweet ↗ |
| 2026-08-27 | · | @DataTrekMB | · | Links diversification and structural returns to large samples and 20-year holding periods. | · | tweet ↗ |
| 2026-08-27 | · | @DataTrekMB | · | Says Warsh may explain how to control inflation without Volcker-style blunt-force tightening. | · | tweet ↗ |
| 2026-08-27 | · | @DataTrekMB | · | Says Warsh intends to return inflation to the Fed's 2% target after Powell's cautious strategy. | · | tweet ↗ |
| 2026-08-27 | · | @DataTrekMB | · | Argues persistent inflation takes longer to contain and risks a policy-induced recession. | · | tweet ↗ |
| 2026-08-26 | · | @DataTrekMB | · | Reports the home-price-to-income burden rising from 3.3 years in 2010 to 6.0 years now. | · | tweet ↗ |
| 2026-08-25 | SPX | @DataTrekMB | +0.35 | The episode links valuations and earnings revisions to three possible paths toward new S&P 500 highs. | · | tweet ↗ |
| 2026-08-25 | · | @DataTrekMB | · | Rising real yields rather than inflation are presented as the driver of higher long-term Treasury rates and equity implications. | · | tweet ↗ |
| 2026-08-25 | VIX | @DataTrekMB | +0.15 | Historical seasonality suggests a late-year VIX trough, while October carries elevated uncertainty and hike odds. | · | tweet ↗ |
| 2026-08-25 | SPX | @DataTrekMB | +0.25 | A rare August VIX trough is linked to its inverse relationship with equities as the S&P nears records. | · | tweet ↗ |
| 2026-08-25 | VIX | @DataTrekMB | -0.20 | A rare August VIX trough is linked to its inverse relationship with equities as the S&P nears records. | · | tweet ↗ |
| 2026-08-24 | MSFT | @DataTrekMB | +0.30 | XLK's top holdings average a 4.9% decline since June 2, while Microsoft and Palantir rallied on earnings. | +5.4% | tweet ↗ |
| 2026-08-24 | XLK | @DataTrekMB | -0.35 | XLK's top holdings average a 4.9% decline since June 2, while Microsoft and Palantir rallied on earnings. | +3.1% | tweet ↗ |
| 2026-08-24 | SPX | @DataTrekMB | +0.00 | Large-cap tech remains expensive versus the S&P as capital rotates toward non-tech sectors. | · | tweet ↗ |
| 2026-08-24 | PLTR | @DataTrekMB | +0.30 | XLK's top holdings average a 4.9% decline since June 2, while Microsoft and Palantir rallied on earnings. | +5.9% | 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.