Author
@greg_ip greg_ip
grade Ax.com/greg_ip ↗
WSJ chief economics commentator reconciling macro data with rigorous, quantified frameworks
Writes original macro-economic analysis and commentary, deco
trader score
·
hit rate
·
mean α
·
signals 14d
7
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). Their last-14d mentions, direction-adjusted, have moved +19.6% since posting (mean over 1 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-29 | · | @greg_ip | · | Argues Fed independence has been weakened by presidential intimidation risk. | · | tweet ↗ |
| 2026-06-25 | · | @greg_ip | · | Discusses rise of state capitalism and government stakes in AI companies. | · | tweet ↗ |
| 2026-06-25 | MU | @greg_ip | -0.50 | Questions sustainability of Micron 80% gross margins and expects supply/demand pressure on prices. | -19.6% | tweet ↗ |
| 2026-06-25 | · | @greg_ip | · | Argues AI-driven memory price shock should not be treated as unambiguously inflationary. | · | tweet ↗ |
| 2026-06-25 | · | @greg_ip | · | Says software and quality effects argue against hawkish inflation interpretation. | · | tweet ↗ |
| 2026-06-25 | · | @greg_ip | · | Warns against hawkish read of firm core PCE because core CPI is lower. | · | tweet ↗ |
| 2026-06-23 | · | @greg_ip | · | Author says the stealth manufacturing boom continues. | · | 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.