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
-0.35
hit rate
40%
mean α
-0.13%
signals 14d
131
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: 40% hit rate, -0.13% mean alpha, trader score -0.35. Their last-14d mentions, direction-adjusted, have moved -0.1% since posting (mean over 29 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @fourseasonfan | · | Says a weekend catalyst lowering oil could sharply improve market mood | · | tweet ↗ |
| 2026-08-28 | NVDA | @fourseasonfan | -0.70 | Calls Nvidia's chart badly rejected and warns downside could pressure SOXX | — | tweet ↗ |
| 2026-08-28 | SOXX | @fourseasonfan | -0.60 | Calls Nvidia's chart badly rejected and warns downside could pressure SOXX | — | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Cites Bloomberg estimate of 6–8 million barrels transiting the strait daily | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Says the Michigan economic reading came in favorably | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Argues lower oil could remove inflation pressure and reopen rate-cut debate | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Rates futures imply roughly 50-50 odds of a September Fed hike | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Notes short-rate volatility, rising hike expectations and bearish flattening | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Flags Venezuelan oil as an investment theme | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Describes Nasdaq-centered market flows as depressing | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | Poll and AAII interpretation suggest market sentiment is near 75% bearish. | · | tweet ↗ |
| 2026-08-28 | · | @fourseasonfan | · | HELOC and SBLOC are proposed as private-sector liquidity channels supporting asset prices. | · | tweet ↗ |
| 2026-08-27 | · | @fourseasonfan | · | States that U.S. housing is currently extremely cheap. | · | tweet ↗ |
| 2026-08-27 | · | @fourseasonfan | · | Discusses rising Canadian separatism and potential regional economic alignment. | · | tweet ↗ |
| 2026-08-27 | CBRS | @fourseasonfan | +0.65 | A first entry in CBRS is attractive here despite stop-loss risk. — Author explicitly says a first technical entry is worth taking while accepting stop risk. | · | 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.