Author
@elerianm elerianm
grade Ax.com/elerianm ↗
Named institutional macro economist building causal cross-asset regime frameworks in real time
Publishes dense, original macro commentary synthesizing rate
trader score
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hit rate
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mean α
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signals 14d
34
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). Their last-14d mentions, direction-adjusted, have moved +11.0% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @elerianm | · | Warns non-tech sectors may remain positively correlated with tech despite rotation expectations. | · | tweet ↗ |
| 2026-10-16 | · | @elerianm | · | Reports stronger industrial production alongside hotter import prices and prior inflation data. | · | tweet ↗ |
| 2026-10-16 | · | @elerianm | · | Reports market-implied probabilities and timing for prospective Fed rate hikes. | · | tweet ↗ |
| 2026-10-15 | ORCL | @elerianm | -0.20 | Cites falling data-center bond prices and investor selling of neocloud debt. | -6.2% | tweet ↗ |
| 2026-10-15 | META | @elerianm | -0.20 | Cites falling data-center bond prices and investor selling of neocloud debt. | -12.8% | tweet ↗ |
| 2026-10-15 | NVDA | @elerianm | -0.20 | Cites falling data-center bond prices and investor selling of neocloud debt. | -2.9% | tweet ↗ |
| 2026-10-15 | CRWV | @elerianm | -0.50 | Cites falling data-center bond prices and investor selling of neocloud debt. | -22.2% | tweet ↗ |
| 2026-10-15 | · | @elerianm | · | Argues the G20 has lost effectiveness as a forum for coordinated global policy action. | · | tweet ↗ |
| 2026-10-15 | · | @elerianm | · | Attributes falling Treasury yields to a tech flight-to-quality and concern over tech-led growth. | · | tweet ↗ |
| 2026-10-15 | · | @elerianm | · | Reports September headline and core PPI far above consensus while the 10-year yield falls. | · | tweet ↗ |
| 2026-10-14 | · | @elerianm | · | Reports the 10-year US government-bond yield fell sharply to just below 5.10%. | · | tweet ↗ |
| 2026-10-14 | · | @elerianm | · | Reports hotter September CPI: 0.6% monthly, 3.7% annual, with core at 0.3% and 2.6%. | · | tweet ↗ |
| 2026-10-13 | · | @elerianm | · | Highlights a WSJ characterization of China's weakening economy and a lost generation. | · | tweet ↗ |
| 2026-10-12 | · | @elerianm | · | Shares a summary table from the newly released IMF World Economic Outlook. | · | tweet ↗ |
| 2026-10-11 | · | @elerianm | · | Presents a WSJ comparison of G7 ten-year sovereign yields entering the week. | · | 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.