Author
@JeremyDSchwartz JeremyDSchwartz
Named fund-firm CIO posting macro-allocation views and secular investment themes
Shares top-down macro and asset-allocation commentary, earni
trader score
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hit rate
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mean α
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signals 14d
4
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 signals4receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-12 | · | @JeremyDSchwartz | · | Author reports that a long-short strategy added alpha over the prior nine months. | · | tweet ↗ |
| 2026-10-08 | · | @JeremyDSchwartz | · | Announces expansion of a capital-efficient ETF family with new long-short overlays. | · | tweet ↗ |
| 2026-10-04 | · | @JeremyDSchwartz | · | Contrasts equity sentiment with bond inflows exceeding twice those of equities. | · | tweet ↗ |
| 2026-10-02 | · | @JeremyDSchwartz | · | Frames earnings growth as offsetting pressure from rising rates and a shrinking equity risk premium. | · | 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.