Author

@eliant_capital eliant_capital

Right-leaning macro-thematic bull weaving geopolitics, positioning data, and secular tech/commodity themes

Posts structural bullish theses connecting macro regime, geo

trader score
-0.85
hit rate
40%
mean α
-0.99%
signals 14d
22

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 10 scored bets: 40% hit rate, -0.99% mean alpha, trader score -0.85. Their last-14d mentions, direction-adjusted, have moved -6.5% since posting (mean over 9 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15·@eliant_capital·Says bonds and the dollar again failed to react conventionally to news.·
2026-10-13·@eliant_capital·Goldman reports biotech's largest five-year de-grossing episode amid broad sector carnage·
2026-10-13CRWV@eliant_capital+0.15Argues strategic and growth incentives make backstops likely before CRWV stress becomes systemic-30.3%
2026-10-12·@eliant_capital·Expresses confidence in Zuckerberg but does not explicitly identify Meta or another tradable asset.·
2026-10-11IWM@eliant_capital+0.35Russell-to-Nasdaq relative strength is near historic oversold extremes based on 14-day RSI.-1.1%
2026-10-11QQQ@eliant_capital-0.10Russell-to-Nasdaq relative strength is near historic oversold extremes based on 14-day RSI.-6.2%
2026-10-11·@eliant_capital·Predicts an approaching market rotation for which few investors are positioned.·
2026-10-09·@eliant_capital·The author predicts duration assets will experience a strong rally similar to crypto's unpopular advance.·
2026-10-08·@eliant_capital·Interprets widespread defense of an FT article as evidence of a crowded and vulnerable trade.·
2026-10-08IWM@eliant_capital+0.55Says being short the Russell at current levels would feel risky.-0.7%
2026-10-08·@eliant_capital·Suggests bonds are failing to rally even with a potentially supportive catalyst.·
2026-10-06·@eliant_capital·Contrasts halted Iranian oil loadings with difficulty managing the US 10-year yield.·
2026-10-06AMZN@eliant_capital+0.65Expects Google and Amazon to rally after Microsoft and Meta rebounded.-3.2%
2026-10-06GOOGL@eliant_capital+0.65Expects Google and Amazon to rally after Microsoft and Meta rebounded.-7.9%
2026-10-06MSFT@eliant_capital+0.25Expects Google and Amazon to rally after Microsoft and Meta rebounded.-0.9%

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.