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
-0.84
hit rate
33%
mean α
-0.16%
signals 14d
33
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 18 scored bets: 33% hit rate, -0.16% mean alpha, trader score -0.84. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 12 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @DataTrekMB | · | A16z data show crypto remains in winter, with mobile wallets 43% below their five-year peak. | · | tweet ↗ |
| 2026-10-15 | · | @DataTrekMB | · | Crypto remains in winter and needs a new catalyst despite prediction-market usage. | · | tweet ↗ |
| 2026-10-14 | RSP | @DataTrekMB | -0.40 | Reports equal-weight S&P 500 underperformance over one-year periods for nearly four years. | +2.1% | tweet ↗ |
| 2026-10-14 | · | @DataTrekMB | · | Reports valuation-multiple contraction in 10 of 11 S&P sectors, excluding Consumer Staples. | · | tweet ↗ |
| 2026-10-13 | · | @DataTrekMB | · | History is used to argue the AI secular-growth rally is not yet a bubble. | · | tweet ↗ |
| 2026-10-13 | · | @DataTrekMB | · | Nasdaq three-year gains are compared numerically with the late-1990s run. | · | tweet ↗ |
| 2026-10-13 | · | @DataTrekMB | · | Persistent labor-market strength is described as the most bullish lesson of four years. | · | tweet ↗ |
| 2026-10-13 | META | @DataTrekMB | +0.45 | Four-year performance shows tech, Meta and Alphabet leading the broader market. | -15.7% | tweet ↗ |
| 2026-10-13 | GOOGL | @DataTrekMB | +0.40 | Four-year performance shows tech, Meta and Alphabet leading the broader market. | -9.5% | tweet ↗ |
| 2026-10-13 | IWM | @DataTrekMB | +0.40 | Economic resilience and strong index returns are framed as a bullish four-year equity setup. | -0.3% | tweet ↗ |
| 2026-10-13 | NVDA | @DataTrekMB | +0.65 | Reports four-year gains since the 2022 low, led by tech and Nvidia. | -7.7% | tweet ↗ |
| 2026-10-12 | XLK | @DataTrekMB | +0.55 | Energy and technology are forecast to lead Q3 earnings growth well above other sectors. | -6.7% | tweet ↗ |
| 2026-10-12 | XLE | @DataTrekMB | +0.65 | Energy and technology are forecast to lead Q3 earnings growth well above other sectors. | +5.0% | tweet ↗ |
| 2026-10-12 | · | @DataTrekMB | · | Futures largely price out an October Fed hike, subject to upcoming CPI and PPI reports. | · | tweet ↗ |
| 2026-10-12 | EWJ | @DataTrekMB | -0.50 | The S&P 500 outperformed Europe, Japan and emerging markets last week as the dollar strengthened. | -3.3% | 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.