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
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hit rate
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mean α
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signals 14d
14
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).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @eliant_capital | · | Advance-Decline Line made new highs, suggesting broader upside participation. | · | tweet ↗ |
| 2026-07-03 | · | @eliant_capital | · | Suggests The Economist may be a contrarian bottom signal for oil. | · | tweet ↗ |
| 2026-07-02 | · | @eliant_capital | · | Comments that momentum unwind occurred and bottleneck thesis proponents are absent. | · | tweet ↗ |
| 2026-07-02 | · | @eliant_capital | · | Says backstops are coming, but context is link-dependent. | · | tweet ↗ |
| 2026-07-01 | · | @eliant_capital | · | Suggests metals are rallying because Warsh is perceived as hawkish. | · | tweet ↗ |
| 2026-07-01 | SPX | @eliant_capital | +0.00 | Discloses fund YTD performance versus S&P 500 benchmark. | · | tweet ↗ |
| 2026-06-30 | · | @eliant_capital | · | Author expresses growing belief that commodities will become a major megatrend. | · | tweet ↗ |
| 2026-06-27 | · | @eliant_capital | · | Argues AI impact on medicine is the larger long-run story versus bottlenecks. | · | tweet ↗ |
| 2026-06-26 | · | @eliant_capital | · | Suggests a favorable SaaS theme. | · | tweet ↗ |
| 2026-06-25 | · | @eliant_capital | · | States peak hawkishness is here, implying rate pressure may be peaking. | · | tweet ↗ |
| 2026-06-24 | · | @eliant_capital | · | Says long semis short SaaS trade may see pain in coming weeks. | · | tweet ↗ |
| 2026-06-23 | · | @eliant_capital | · | Sarcastically calls the AI-trade dip generational despite prices seen yesterday. | · | tweet ↗ |
| 2026-06-22 | · | @eliant_capital | · | Constructive on hyperscalers, arguing AI capex ROI recognition remains more likely. | · | tweet ↗ |
| 2026-06-21 | · | @eliant_capital | · | Bullish LatAm framework tied to pro-business political shift and commodity upcycle. | · | 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.