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
-1.43
hit rate
25%
mean α
-1.03%
signals 14d
29
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: 25% hit rate, -1.03% mean alpha, trader score -1.43. Their last-14d mentions, direction-adjusted, have moved +6.8% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @GordonJohnson19 | · | Cites Munger framing inflation as a grave long-term threat to democracies. | · | tweet ↗ |
| 2026-10-15 | · | @GordonJohnson19 | · | Says the Federal Reserve is failing to control inflation. | · | tweet ↗ |
| 2026-10-15 | · | @GordonJohnson19 | · | Reports headline and core PPI materially above expectations on monthly and annual bases. | · | tweet ↗ |
| 2026-10-15 | · | @GordonJohnson19 | · | Reports that the PPI inflation release was much hotter than expected. | · | tweet ↗ |
| 2026-10-15 | CRWV | @GordonJohnson19 | -0.85 | CRWV default insurance implies about 61% risk-neutral five-year default odds amid heavy debt maturities. | -22.2% | tweet ↗ |
| 2026-10-15 | SPCX | @GordonJohnson19 | -0.95 | Argues a valuation above $100T is impossible to justify given sales, losses, and cash burn. | · | tweet ↗ |
| 2026-10-15 | SPCX | @GordonJohnson19 | -0.95 | Argues a valuation above $100T is impossible to justify given sales, losses, and cash burn. | · | tweet ↗ |
| 2026-10-14 | QQQ | @GordonJohnson19 | +0.60 | A zoomed-out Nasdaq chart is framed as evidence of persistent bullish momentum. | -3.4% | tweet ↗ |
| 2026-10-14 | TSLA | @GordonJohnson19 | -0.10 | Reports White House denial of Musk's account of alleged Starlink constraints. | +1.4% | tweet ↗ |
| 2026-10-14 | · | @GordonJohnson19 | · | Argues prolonged Fed policy errors enriched asset owners while crushing real wages. | · | tweet ↗ |
| 2026-10-14 | · | @GordonJohnson19 | · | Criticizes the Fed's reliance on hope and its positive inflation target. | · | tweet ↗ |
| 2026-10-13 | TSLA | @GordonJohnson19 | -0.45 | Clarifies Tesla paused Canadian orders for Shanghai-built Model 3 trims, implying lost revenue. | -0.8% | tweet ↗ |
| 2026-10-13 | TSLA | @GordonJohnson19 | -0.65 | Warns TSLA holders are lucky the valuation remains intact and that valuation will eventually matter. | -0.8% | tweet ↗ |
| 2026-10-12 | AMD | @GordonJohnson19 | -0.50 | Suggests the AI financing machine may be grinding to a halt for major beneficiaries. | -13.0% | tweet ↗ |
| 2026-10-12 | NVDA | @GordonJohnson19 | -0.50 | Suggests the AI financing machine may be grinding to a halt for major beneficiaries. | -6.8% | 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.