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
+0.07
hit rate
29%
mean α
+0.02%
signals 14d
16
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 7 scored bets: 29% hit rate, +0.02% mean alpha, trader score +0.07. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 9 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @jam_croissant | · | Frames gold and real assets as long-term portfolio anchors amid debt, fiscal dominance, and debasement. | · | tweet ↗ |
| 2026-10-15 | · | @jam_croissant | · | Presents a portfolio-allocation framework for positive stock-bond correlations and volatile markets. | · | tweet ↗ |
| 2026-10-15 | · | @jam_croissant | · | Raises risks that AI infrastructure spending may not produce durable cash flow for concentrated indexes. | · | tweet ↗ |
| 2026-10-14 | · | @jam_croissant | · | Frames AI capital spending, real yields and bond-market constraints as the defining macro trade. | · | tweet ↗ |
| 2026-10-14 | · | @jam_croissant | · | The episode presents a structural framework spanning bond constraints, AI capex, 60/40 failure and currency debasement. | · | tweet ↗ |
| 2026-10-09 | SIRI | @jam_croissant | +0.70 | Concentrated long-term ownership, high short interest and potential catalysts are presented as short-squeeze fuel. | +4.2% | tweet ↗ |
| 2026-10-09 | SIRI | @jam_croissant | +0.65 | Near-complete deleveraging, a 4.1% dividend yield and accelerating buybacks support a constructive SIRI thesis. | +4.2% | tweet ↗ |
| 2026-10-09 | AAPL | @jam_croissant | +0.00 | Sirius's spectrum and installed base are portrayed as undervalued assets that could attract Google or Apple. | +3.3% | tweet ↗ |
| 2026-10-09 | SIRI | @jam_croissant | +0.65 | Sirius's YouTube audio-ad partnership expands reach and could add $350–$400 million of EBITDA by 2029. | +4.2% | tweet ↗ |
| 2026-10-09 | SIRI | @jam_croissant | +0.70 | Sirius's spectrum and installed base are portrayed as undervalued assets that could attract Google or Apple. | +4.2% | tweet ↗ |
| 2026-10-09 | GOOGL | @jam_croissant | +0.00 | Sirius's spectrum and installed base are portrayed as undervalued assets that could attract Google or Apple. | -8.9% | tweet ↗ |
| 2026-10-09 | GOOGL | @jam_croissant | +0.10 | Sirius's YouTube audio-ad partnership expands reach and could add $350–$400 million of EBITDA by 2029. | -8.9% | tweet ↗ |
| 2026-10-09 | · | @jam_croissant | · | An unnamed company's satellite-capex wind-down is expected to increase free cash flow next year and beyond. | · | tweet ↗ |
| 2026-10-09 | SIRI | @jam_croissant | +0.35 | Sirius churn compares favorably with streaming peers, and subscribers returned to modest growth in Q2. | +4.2% | tweet ↗ |
| 2026-10-09 | SIRI | @jam_croissant | +0.85 | Low valuation, stable operations, hidden spectrum value, high short interest and catalysts support a squeeze thesis. | +4.2% | 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.