Author
@GordonJohnson19 GordonJohnson19
grade Ax.com/GordonJohnson19 ↗
Austrian-leaning macro bear tracing Fed liquidity plumbing into TSLA and crypto shorts
Builds mechanistic macro-liquidity frameworks (Fed balance s
trader score
-1.62
hit rate
30%
mean α
-0.90%
signals 14d
32
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: 30% hit rate, -0.90% mean alpha, trader score -1.62. Their last-14d mentions, direction-adjusted, have moved +0.8% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-25 | · | @GordonJohnson19 | · | Claims US-listed AI companies benefit from revenue roundtripping unavailable to Chinese peers. | · | tweet ↗ |
| 2026-08-25 | TSLA | @GordonJohnson19 | -0.75 | Argues Tesla's Optimus thesis is persistently unsupported while China dominates robotics deployment. | -0.4% | tweet ↗ |
| 2026-08-24 | TSLA | @GordonJohnson19 | -0.90 | Cites falling delivery estimates, broad regional declines and extreme valuation. | -0.1% | tweet ↗ |
| 2026-08-24 | · | @GordonJohnson19 | · | Sees fiscal and military stress reflected in a 30-year yield above 5.2%. | · | tweet ↗ |
| 2026-08-24 | · | @GordonJohnson19 | · | Warns a contemplated policy would rapidly destroy the dollar's value. | · | tweet ↗ |
| 2026-08-22 | · | @GordonJohnson19 | · | Uses Bessent's fund record to reject his credibility on macro-market pricing. | · | tweet ↗ |
| 2026-08-22 | TSLA | @GordonJohnson19 | -0.65 | Daily FSD user says they would avoid unsupervised Tesla robotaxis. | -3.9% | tweet ↗ |
| 2026-08-22 | TSLA | @GordonJohnson19 | -0.85 | Quantifies a vast shortfall versus Tesla's promised robotaxi deployment. | -3.9% | tweet ↗ |
| 2026-08-22 | TSLA | @GordonJohnson19 | -0.75 | Contrasts Tesla's year-end robotaxi promise with roughly 40 monitored cars and zero access. | -3.9% | tweet ↗ |
| 2026-08-22 | TSLA | @GordonJohnson19 | +0.00 | Recaps Musk's explicit 2025 robotaxi deployment targets for Tesla. | -3.9% | tweet ↗ |
| 2026-08-22 | TSLA | @GordonJohnson19 | +0.20 | Reports Musk saying Tesla revenue would exceed estimates, while questioning his guidance record. | -3.9% | tweet ↗ |
| 2026-08-21 | TSLA | @GordonJohnson19 | -0.75 | China regulatory issues and falling sales are presented as threats to FSD approval. | -3.9% | tweet ↗ |
| 2026-08-21 | TSLA | @GordonJohnson19 | -0.55 | Tweet reports two NHTSA probes, wrongful-death suits and legislation tied to 15 deaths. | -3.9% | tweet ↗ |
| 2026-08-21 | TSLA | @GordonJohnson19 | -0.40 | Tesla's largest China recall covers 5.7M vehicles over emergency-exit visibility. | -3.9% | tweet ↗ |
| 2026-08-21 | · | @GordonJohnson19 | · | Argues bond-market signals are more reliable than equity-market signals. | · | 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.