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
6
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 signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | META | @JeremyDSchwartz | +0.20 | Podcast highlights discuss rotations, labor weakness, AI adopters, and strong compute demand. | — | tweet ↗ |
| 2026-07-02 | · | @JeremyDSchwartz | · | Asks about trend overlapping Russell rebalance schedule, but lacks context. | · | tweet ↗ |
| 2026-06-28 | · | @JeremyDSchwartz | · | Discusses money supply growth possibly being stickier, but less severe than prior surge. | · | tweet ↗ |
| 2026-06-26 | · | @JeremyDSchwartz | · | Promotes trading framework focused on anticipating narratives 18 months out. | · | tweet ↗ |
| 2026-06-20 | · | @JeremyDSchwartz | · | Discusses AI-driven labor shortage theme and 2 million worker shortage. | · | tweet ↗ |
| 2026-06-20 | · | @JeremyDSchwartz | · | Macro framework for dollar strength causes and implications for stocks/rates. | · | 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.