Author

@gregrieben gregrieben

Intermarket macro-trader narrating the AI/semis theme and its commodity linkages

Posts short, frequent, both-sided commentary and intermarket

trader score
-1.04
hit rate
45%
mean α
-0.58%
signals 14d
24

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: 45% hit rate, -0.58% mean alpha, trader score -1.04. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 14 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28SPY@gregrieben+0.35Contrasts near-record index levels with persistently bearish investor sentiment.
2026-08-28SPX@gregrieben+0.35Contrasts near-record index levels with persistently bearish investor sentiment.·
2026-08-26URA@gregrieben+0.75Enthusiastic bullish endorsement of uranium instruments-5.2%
2026-08-26SPUT@gregrieben+0.75Enthusiastic bullish endorsement of uranium instruments·
2026-08-26SRUUF@gregrieben+0.75Enthusiastic bullish endorsement of uranium instruments·
2026-08-25DKS@gregrieben-0.70DKS fell more than 30%, which the author links to weak consumer spending in footwear.+8.7%
2026-08-25SPCX@gregrieben+0.25Reports a planned late-2027 orbital data-center satellite launch.·
2026-08-25TLT@gregrieben-0.30Druckenmiller quote implies bond prices cannot be defended against fundamentals.-0.7%
2026-08-25U.UN.TSX@gregrieben+0.55UBS structural-tightening warning supports a bullish uranium view.·
2026-08-25URA@gregrieben+0.55UBS structural-tightening warning supports a bullish uranium view.-5.3%
2026-08-24AAPL@gregrieben-0.25Bloomberg reports Apple eliminating roles across Siri and Vision Pro teams.+3.0%
2026-08-21GDXJ@gregrieben+0.55Celebrates an apparent prior bullish gold-miner call after the move.-2.9%
2026-08-21GDX@gregrieben+0.55Celebrates an apparent prior bullish gold-miner call after the move.-3.1%
2026-08-21GDXU.TO@gregrieben+0.55Celebrates an apparent prior bullish gold-miner call after the move.·
2026-08-20SPCX@gregrieben-0.35Reports another share unlock with 7% of SpaceX shares available for sale.·

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.