Author
@jam_croissant jam_croissant
grade Ax.com/jam_croissant ↗
Vol-savvy macro PM weaving dealer gamma into a fiscal-dominance debt-cycle thesis
Publishes original top-down macro frameworks connecting fisc
trader score
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hit rate
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mean α
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signals 14d
10
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 +4.4% since posting (mean over 1 mentions with price data).
Recent signals10receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @jam_croissant | · | Marks prior bearish calls on gold, long bonds, and stocks as correct after all declined. | · | tweet ↗ |
| 2026-08-26 | · | @jam_croissant | · | Forecasts a staged hawkish bond move followed by restored Fed credibility and fiscal discipline. | · | tweet ↗ |
| 2026-08-24 | · | @jam_croissant | · | Argues policymakers intentionally seek an inflationary feedback loop and dismisses naive sell-side interpretations. | · | tweet ↗ |
| 2026-08-24 | NVDA | @jam_croissant | +0.00 | Points to an Nvidia earnings-response chart without stating its direction. | +4.4% | tweet ↗ |
| 2026-08-20 | · | @jam_croissant | · | Warsh and Bessent comments address market pricing and elevated Treasury yields. | · | tweet ↗ |
| 2026-08-19 | · | @jam_croissant | · | Emoji sequence implies money printing leads to rising markets. | · | tweet ↗ |
| 2026-08-18 | · | @jam_croissant | · | Argues shifting 25% of global trade into yuan would threaten US reserve-currency status and hegemony. | · | tweet ↗ |
| 2026-08-18 | · | @jam_croissant | · | Quotes Treasury Secretary Bessent saying Hormuz will become irrelevant over two years. | · | tweet ↗ |
| 2026-08-16 | · | @jam_croissant | · | Warns automation may strip labor of economic value and political power. | · | tweet ↗ |
| 2026-08-14 | · | @jam_croissant | · | Explains China's temporary mechanisms for halving oil imports and their finite limits. | · | 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.