Author
@ernietedeschi ernietedeschi
grade Ax.com/ernietedeschi ↗
Professional macroeconomist dissecting AI, labor, fiscal, and productivity with national-accounts rigor
Posts original, data-driven macroeconomic analysis and threa
trader score
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hit rate
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mean α
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signals 14d
23
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 signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @ernietedeschi | · | Reports internal CEA evidence that Stage 4 PPI improves core PCE forecasts. | · | tweet ↗ |
| 2026-10-16 | · | @ernietedeschi | · | Notes technology shocks can simultaneously increase and decrease productivity. | · | tweet ↗ |
| 2026-10-15 | · | @ernietedeschi | · | Clarifies that headline PPI is a broad final-demand index rather than wholesale prices. | · | tweet ↗ |
| 2026-10-15 | · | @ernietedeschi | · | Reports Stage 4 intermediate prices grew 8% year over year, a non-pandemic record. | · | tweet ↗ |
| 2026-10-14 | · | @ernietedeschi | · | Charts recreational book prices in nominal terms and relative to hourly earnings. | · | tweet ↗ |
| 2026-10-10 | · | @ernietedeschi | · | Observes that California generally outgrows the US in GDP and productivity despite a hypothesized weather effect. | · | tweet ↗ |
| 2026-10-09 | · | @ernietedeschi | · | The author explains how population aging and longevity mechanically bias generational wealth comparisons. | · | tweet ↗ |
| 2026-10-09 | · | @ernietedeschi | · | Notes Baby Boomers represented a larger population share at age 35 than later generations. | · | tweet ↗ |
| 2026-10-09 | · | @ernietedeschi | · | Explains that aggregate wealth charts may inform political power but not individual economic well-being. | · | tweet ↗ |
| 2026-10-09 | · | @ernietedeschi | · | Explains that population aging mechanically raises older people's share of total wealth. | · | tweet ↗ |
| 2026-10-09 | · | @ernietedeschi | · | Warns that population aging mechanically raises the median and can understate younger cohorts' wealth. | · | tweet ↗ |
| 2026-10-09 | · | @ernietedeschi | · | Fed survey data suggests Gen Z real wealth is outpacing prior generations at comparable ages. | · | tweet ↗ |
| 2026-10-09 | · | @ernietedeschi | · | Computers and software add 25 bps to core PCE, a minority of the current one-point inflation miss. | · | tweet ↗ |
| 2026-10-08 | · | @ernietedeschi | · | Explains why identical deficit ratios can imply different fiscal stances depending on their causes. | · | tweet ↗ |
| 2026-10-08 | · | @ernietedeschi | · | Introduces a research agenda on first- and second-order economic effects of AI. | · | 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.