Author
@josephwang josephwang
grade Ax.com/josephwang ↗
Ex-Fed trader decoding monetary plumbing and macro policy in weekly reviews
Publishes original weekly macro frameworks centered on Fed p
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 |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @josephwang | · | Proposes that Chinese reserve recycling may explain Canada's rising U.S. bond holdings. | · | tweet ↗ |
| 2026-10-08 | · | @josephwang | · | Says the speaker is moving back toward a previously more hawkish policy stance. | · | tweet ↗ |
| 2026-10-08 | · | @josephwang | · | Waller shifted from supporting disinflation to signaling additional hikes due to energy, AI spending, and tariffs. | · | tweet ↗ |
| 2026-10-08 | · | @josephwang | · | Notes simultaneous increases in oil prices and bond yields. | · | tweet ↗ |
| 2026-10-05 | · | @josephwang | · | Author calls 30-year TIPS yielding 3.4% an attractive wealth-preservation asset. | · | tweet ↗ |
| 2026-10-02 | · | @josephwang | · | Suggests higher real yields may anchor inflation expectations. | · | 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.