Author
@fourseasonfan fourseasonfan
grade Bx.com/fourseasonfan ↗
Korean macro-thematic synthesist weaving memory-chip cycle, oil geopolitics, and FX into causal frameworks
Posts dense, reasoning-heavy macro and sector frameworks plu
trader score
-0.20
hit rate
45%
mean α
-0.21%
signals 14d
143
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 20 scored bets: 45% hit rate, -0.21% mean alpha, trader score -0.20. Their last-14d mentions, direction-adjusted, have moved +3.1% since posting (mean over 51 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @fourseasonfan | · | Interprets falling long-term yields amid broad asset selling as a recession signal. | · | tweet ↗ |
| 2026-10-16 | OKLO | @fourseasonfan | -0.35 | Notes VST holding up well while other nuclear and energy names fall. | -5.8% | tweet ↗ |
| 2026-10-16 | BE | @fourseasonfan | -0.35 | Notes VST holding up well while other nuclear and energy names fall. | -12.7% | tweet ↗ |
| 2026-10-16 | XE | @fourseasonfan | -0.35 | Notes VST holding up well while other nuclear and energy names fall. | +2.3% | tweet ↗ |
| 2026-10-16 | VST | @fourseasonfan | +0.45 | Notes VST holding up well while other nuclear and energy names fall. | -7.8% | tweet ↗ |
| 2026-10-16 | IWM | @fourseasonfan | -0.55 | Builds a bearish near-term market outlook from failed follow-through, volatility and hawkish macro risks. | +2.0% | tweet ↗ |
| 2026-10-16 | RSP | @fourseasonfan | -0.60 | Builds a bearish near-term market outlook from failed follow-through, volatility and hawkish macro risks. | +1.1% | tweet ↗ |
| 2026-10-16 | VIX | @fourseasonfan | +0.65 | Builds a bearish near-term market outlook from failed follow-through, volatility and hawkish macro risks. | · | tweet ↗ |
| 2026-10-16 | UVIX | @fourseasonfan | +0.70 | Builds a bearish near-term market outlook from failed follow-through, volatility and hawkish macro risks. | +2.5% | tweet ↗ |
| 2026-10-16 | UVIX | @fourseasonfan | +0.20 | Observes unusually dynamic UVIX movement during options expiration. | +2.5% | tweet ↗ |
| 2026-10-16 | · | @fourseasonfan | · | Reports supertanker rates falling from records as Oman-route demand weakens. | · | tweet ↗ |
| 2026-10-16 | · | @fourseasonfan | · | Claims severe oil backwardation encourages price manipulation near contract roll dates. | · | tweet ↗ |
| 2026-10-16 | · | @fourseasonfan | · | Argues labor culture and welfare policy explain US outperformance versus Europe. | · | tweet ↗ |
| 2026-10-16 | · | @fourseasonfan | · | Suggests indigenous DUV technology could undermine incumbent equipment commercialization. | · | tweet ↗ |
| 2026-10-15 | SPCX | @fourseasonfan | +0.40 | Argues a SpaceX-led merger is nearly certain and may disadvantage Tesla shareholders. | · | 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.