Author
@JunDo1050 JunDo1050
grade Ax.com/JunDo1050 ↗
Mechanistic macro-liquidity thinker bridging US plumbing and Asia-Pacific regime calls
Posts original macro frameworks tracing monetary plumbing (T
trader score
-0.64
hit rate
38%
mean α
-1.12%
signals 14d
32
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 8 scored bets: 38% hit rate, -1.12% mean alpha, trader score -0.64. Their last-14d mentions, direction-adjusted, have moved -4.7% since posting (mean over 7 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @JunDo1050 | · | Highlights that the 10-year Treasury yield moved only about two basis points despite surging oil. | · | tweet ↗ |
| 2026-10-16 | · | @JunDo1050 | · | Reports Brent touching $110 amid reports of Iranian combat readiness and Israeli civil-defense preparations. | · | tweet ↗ |
| 2026-10-15 | · | @JunDo1050 | · | Argues falling yields after a hot PPI print show bond markets focusing more on future inflation direction. | · | tweet ↗ |
| 2026-10-15 | ORCL | @JunDo1050 | -0.15 | Details CRWV bond yields above 15%, price near 77 cents, and five-year CDS above 1,000 bps. | -6.2% | tweet ↗ |
| 2026-10-15 | CRWV | @JunDo1050 | -0.70 | Details CRWV bond yields above 15%, price near 77 cents, and five-year CDS above 1,000 bps. | -22.2% | tweet ↗ |
| 2026-10-14 | SPX | @JunDo1050 | +0.70 | Says several market commentators are converging on a strong short-term long view after the pullback. | · | tweet ↗ |
| 2026-10-14 | · | @JunDo1050 | · | Reports Australian unemployment at 4.7% and a 10-bp fall in the 10-year yield, easing hike pressure. | · | tweet ↗ |
| 2026-10-14 | · | @JunDo1050 | · | Analyzes hot CPI components, equity declines and accelerating core-goods and services inflation. | · | tweet ↗ |
| 2026-10-13 | · | @JunDo1050 | · | Brent crude crossed $107 amid Yemen attacks and tighter Iranian control of Hormuz. | · | tweet ↗ |
| 2026-10-13 | · | @JunDo1050 | · | War, rising rates and costly AI capex may repeat the project cancellations seen in 2023-24. | · | tweet ↗ |
| 2026-10-12 | FNMA | @JunDo1050 | -0.60 | Links prolonged high oil prices to mortgage stress, MBS losses and downside in Fannie and Freddie. | +15.0% | tweet ↗ |
| 2026-10-12 | FMCC | @JunDo1050 | -0.60 | Links prolonged high oil prices to mortgage stress, MBS losses and downside in Fannie and Freddie. | +17.8% | tweet ↗ |
| 2026-10-12 | FNMA | @JunDo1050 | -0.45 | Warns that the mortgage guarantors' price collapse resembles aspects of 2007-08. | +15.0% | tweet ↗ |
| 2026-10-12 | FMCC | @JunDo1050 | -0.45 | Warns that the mortgage guarantors' price collapse resembles aspects of 2007-08. | +17.8% | tweet ↗ |
| 2026-10-12 | · | @JunDo1050 | · | Argues oil, inflation, rate expectations, and dollar strength are pressuring risk assets. | · | 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.