Author
@DDBlakeFischer DDBlakeFischer
grade Ax.com/DDBlakeFischer ↗
Conversational mega-cap quality investor who reasons through moats and unit economics
Posts (mostly in replies) detailed fundamental and competiti
trader score
-0.47
hit rate
40%
mean α
-0.14%
signals 14d
72
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: 40% hit rate, -0.14% mean alpha, trader score -0.47. Their last-14d mentions, direction-adjusted, have moved -1.7% since posting (mean over 35 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | · | @DDBlakeFischer | · | Author rejects a dollar-fixed asset because of currency risk and favors real assets. | · | tweet ↗ |
| 2026-10-12 | · | @DDBlakeFischer | · | Author says capitalization-weighted outperformance versus equal weight historically signals value, especially small value. | · | tweet ↗ |
| 2026-10-11 | · | @DDBlakeFischer | · | Sarcastically warns that buying recent winners may fail outside uninterrupted bull markets. | · | tweet ↗ |
| 2026-10-10 | · | @DDBlakeFischer | · | Warns that gold charts starting in 1971 distort price discovery and says gold is expensive. | · | tweet ↗ |
| 2026-10-09 | · | @DDBlakeFischer | · | Notes all four historical analogs had positive two-year returns, including +15.2% after the 1987 signal. | · | tweet ↗ |
| 2026-10-09 | · | @DDBlakeFischer | · | Argues equities should outperform gold over time because invested wealth creates real private-market growth. | · | tweet ↗ |
| 2026-10-09 | · | @DDBlakeFischer | · | Argues gold preserves real purchasing power but historically trails stocks and risky debt. | · | tweet ↗ |
| 2026-10-09 | TLT | @DDBlakeFischer | -0.20 | Adding PYLD to lower-risk client portfolios; open to FALN and ANGL. — Explicitly adds bond exposure and prefers credit funds over duration-heavy Treasury ETFs. | +4.3% | tweet ↗ |
| 2026-10-09 | ANGL | @DDBlakeFischer | +0.40 | Adding PYLD to lower-risk client portfolios; open to FALN and ANGL. — Explicitly adds bond exposure and prefers credit funds over duration-heavy Treasury ETFs. | · | tweet ↗ |
| 2026-10-09 | PYLD | @DDBlakeFischer | +0.65 | Adding PYLD to lower-risk client portfolios; open to FALN and ANGL. — Explicitly adds bond exposure and prefers credit funds over duration-heavy Treasury ETFs. | · | tweet ↗ |
| 2026-10-09 | IEF | @DDBlakeFischer | -0.20 | Adding PYLD to lower-risk client portfolios; open to FALN and ANGL. — Explicitly adds bond exposure and prefers credit funds over duration-heavy Treasury ETFs. | +1.8% | tweet ↗ |
| 2026-10-09 | FALN | @DDBlakeFischer | +0.40 | Adding PYLD to lower-risk client portfolios; open to FALN and ANGL. — Explicitly adds bond exposure and prefers credit funds over duration-heavy Treasury ETFs. | · | tweet ↗ |
| 2026-10-09 | · | @DDBlakeFischer | · | Rejects a bearish gold comparison and argues the analysis must account for earlier suppression. | · | tweet ↗ |
| 2026-10-08 | · | @DDBlakeFischer | · | The author reports having bought gold at $2,000 and sold it at $4,000, then comments on current valuation. | · | tweet ↗ |
| 2026-10-08 | LOW | @DDBlakeFischer | +0.55 | Prefer diversified quality ETFs; LOW and HD look like good buys here. — Expresses a forward preference for quality baskets and explicitly calls Lowe's and Home Depot good buys. | +5.2% | 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.