Author

@JohnDoss1 JohnDoss1

Macro-doomer who trades the AI-semi bubble against oil with conditional triggers

Posts a continuous running macro-thematic commentary modelin

trader score
-0.96
hit rate
40%
mean α
-0.06%
signals 14d
34

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 20 scored bets: 40% hit rate, -0.06% mean alpha, trader score -0.96. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 26 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28SPY@JohnDoss1+0.10Claims quantitative flows are pushing mega-cap stocks to drive QQQ toward all-time highs.
2026-08-28QQQ@JohnDoss1+0.55Claims quantitative flows are pushing mega-cap stocks to drive QQQ toward all-time highs.
2026-08-28MAGS@JohnDoss1+0.50Claims quantitative flows are pushing mega-cap stocks to drive QQQ toward all-time highs.
2026-08-28SPY@JohnDoss1+0.00Presents conditional QQQ upside or a 10% September drawdown based on Warsh's policy tone.
2026-08-28QQQ@JohnDoss1+0.00Presents conditional QQQ upside or a 10% September drawdown based on Warsh's policy tone.
2026-08-27SPY@JohnDoss1+0.00Notes GS is at its June 1 level and watches for either a breakout or breakdown.-0.2%
2026-08-27QQQ@JohnDoss1+0.00Notes GS is at its June 1 level and watches for either a breakout or breakdown.-0.6%
2026-08-27GS@JohnDoss1+0.00Notes GS is at its June 1 level and watches for either a breakout or breakdown.-0.7%
2026-08-27SPY@JohnDoss1-0.65Says equities will sell off if Warsh hints at rate increases at Jackson Hole.-0.2%
2026-08-27QQQ@JohnDoss1-0.65Says equities will sell off if Warsh hints at rate increases at Jackson Hole.-0.6%
2026-08-25SPY@JohnDoss1+0.00Use GLD as a midterm hedge; expects it to surge if social Democrats win. — Explicitly recommends GLD as an attractive hedge with little perceived downside.+0.4%
2026-08-25QQQ@JohnDoss1+0.00Use GLD as a midterm hedge; expects it to surge if social Democrats win. — Explicitly recommends GLD as an attractive hedge with little perceived downside.+0.8%
2026-08-25GLD@JohnDoss1+0.80Use GLD as a midterm hedge; expects it to surge if social Democrats win. — Explicitly recommends GLD as an attractive hedge with little perceived downside.-4.5%
2026-08-25GLD@JohnDoss1+0.80Predicts gold will surge after a specified political outcome and suspects fund positioning.-4.5%
2026-08-25SPY@JohnDoss1-0.40Characterizes SPY and QQQ price action as distribution.+0.4%

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.