Author

@Jkylebass Jkylebass

Geopolitical-macro PM connecting energy, China fragility, and critical-minerals defense supply chains

Posts high-conviction geopolitical and macro commentary, mos

trader score
·
hit rate
·
mean α
·
signals 14d
2

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 signals2receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@Jkylebass·Reports U.S. sanctions on Banque Misr for allegedly facilitating Iranian currency conversion.·
2026-08-27·@Jkylebass·Reports Iran and China will face enhanced sanctions, with another U.S. action expected Friday.·

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.