Author
@eliant_capital eliant_capital
grade Bx.com/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
-0.41
hit rate
50%
mean α
-0.58%
signals 14d
21
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: 50% hit rate, -0.58% mean alpha, trader score -0.41. Their last-14d mentions, direction-adjusted, have moved +2.5% since posting (mean over 3 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @eliant_capital | · | Suggests policy support dubbed the Bessent Put will be difficult for markets to resist. | · | tweet ↗ |
| 2026-08-26 | · | @eliant_capital | · | Warns that the short-bonds position may be becoming crowded. | · | tweet ↗ |
| 2026-08-26 | NVDA | @eliant_capital | +0.50 | Reports Nvidia guiding to 70% FY2028 revenue growth versus 44% expected. | +3.8% | tweet ↗ |
| 2026-08-26 | META | @eliant_capital | +0.20 | Reports a court-filed settlement of up to $16.68B and calls it a clearing event. | +0.3% | tweet ↗ |
| 2026-08-25 | · | @eliant_capital | · | Says metals have few fundamental bear cases, with crowded momentum positioning the main risk. | · | tweet ↗ |
| 2026-08-25 | · | @eliant_capital | · | Argues the administration is actively intervening to lower yields and will deploy a broad policy toolkit. | · | tweet ↗ |
| 2026-08-24 | · | @eliant_capital | · | Expects administration policy to drive bond yields lower and advises against fighting that direction. | · | tweet ↗ |
| 2026-08-24 | META | @eliant_capital | +0.75 | Mocks lawsuit-driven fear and predicts investors will chase META above 1,000. | +3.4% | tweet ↗ |
| 2026-08-20 | · | @eliant_capital | · | Frames recent Treasury intervention as the emergence of a market-supporting 'Bessent Put.' | · | tweet ↗ |
| 2026-08-20 | · | @eliant_capital | · | Reports Bessent saying Treasury bond buybacks could exceed $4 billion. | · | tweet ↗ |
| 2026-08-20 | · | @eliant_capital | · | Reports 10- and 30-year yields fully reversing the prior day's announcement move. | · | tweet ↗ |
| 2026-08-19 | · | @eliant_capital | · | Argues policy aims to run the economy hot, inflate away debt and sacrifice the dollar. | · | tweet ↗ |
| 2026-08-19 | · | @eliant_capital | · | Increase exposure to hard assets. — Directly urges greater ownership of hard assets, though no specific instrument is named. | · | tweet ↗ |
| 2026-08-18 | · | @eliant_capital | · | Expresses a long-horizon bullish view that hyperscalers are an unusually obvious investment opportunity. | · | tweet ↗ |
| 2026-08-18 | · | @eliant_capital | · | Reports SaaS higher, mega-cap technology flat, and semiconductors lower. | · | 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.