Author

@greg_ip greg_ip

WSJ chief economics commentator reconciling macro data with rigorous, quantified frameworks

Writes original macro-economic analysis and commentary, deco

trader score
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hit rate
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mean α
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signals 14d
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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 signals14receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@greg_ip·Argues Canada should prioritize productive oil and gas as manufacturing and tech lag.·
2026-10-16·@greg_ip·Frames Canada's productivity and regional tensions as drivers of Carney's economic reforms.·
2026-10-15·@greg_ip·Latest data are interpreted as core CPI rising toward elevated core PCE, implying persistent inflation.·
2026-10-15·@greg_ip·Argues voter cash payments and fiscal stimulus repeatedly fail politically despite electoral intent.·
2026-10-11·@greg_ip·Reports sanctions disputes and exemptions concerning Russian energy imports·
2026-10-10·@greg_ip·Argues Denmark and Sweden are thriving while adapting defense, trade, payments and supply chains to protectionism.·
2026-10-09·@greg_ip·Highlights prior advocacy for stronger sanctions on Russia and their energy-price tradeoff.·
2026-10-09·@greg_ip·Fed wealth data support the author's framework that older households increasingly dominate the economy.·
2026-10-08·@greg_ip·Clarifies that cited yields are current rates and growth is trailing nominal growth, not forecasts.·
2026-10-08·@greg_ip·Argues higher U.S. growth makes its fiscal position relatively more sustainable than France's.·
2026-10-08·@greg_ip·Cited economist argues France's redistribution model is unsustainable and risks fiscal crisis.·
2026-10-07·@greg_ip·Jeffries says a Democratic House would seek to reverse Medicaid cuts and restore ACA tax credits.·
2026-10-06·@greg_ip·Reports Treasury rules allowing companies to donate locked-up stock to children's Trump accounts.·
2026-10-06·@greg_ip·Links French political debt-cancellation risk to rising French sovereign yields.·

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.