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
-0.13
hit rate
62%
mean α
-0.20%
signals 14d
13
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: 62% hit rate, -0.20% mean alpha, trader score -0.13. Their last-14d mentions, direction-adjusted, have moved +1.6% since posting (mean over 2 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @JunDo1050 | · | Reports hot Tokyo CPI, lower unemployment and a sharply higher two-year JGB auction yield. | · | tweet ↗ |
| 2026-08-27 | · | @JunDo1050 | · | Reports surging redemption requests and gating across Australian private-credit funds after a default. | · | tweet ↗ |
| 2026-08-26 | · | @JunDo1050 | · | Offers a long-term framework on the limits of analyst forecasts and investor decision-making. | · | tweet ↗ |
| 2026-08-26 | NVDA | @JunDo1050 | +0.80 | Praises Nvidia as driving the world and demonstrating that the AI revolution continues. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @JunDo1050 | · | Sydney developer Bathla entered insolvency with A$3.2B debt, highlighting private-credit risk. | · | tweet ↗ |
| 2026-08-20 | · | @JunDo1050 | · | Says the buyback-driven yield decline reversed because underlying macro fundamentals remain unchanged. | · | tweet ↗ |
| 2026-08-20 | · | @JunDo1050 | · | Warns rising oil and long yields amid geopolitical tension could create the year's largest bull trap. | · | tweet ↗ |
| 2026-08-19 | GOOGL | @JunDo1050 | -0.10 | Alphabet issued A$5.5 billion of new Australian bonds to help fund cloud and AI capital spending. | +0.5% | tweet ↗ |
| 2026-08-19 | · | @JunDo1050 | · | Australian unemployment rose to 4.5% as employment fell by 15,800, easing demand-side inflation concern. | · | tweet ↗ |
| 2026-08-19 | BTC | @JunDo1050 | +0.60 | Links Treasury buybacks, falling DXY, short covering and institutional inflows to crypto appreciation. | · | tweet ↗ |
| 2026-08-19 | · | @JunDo1050 | · | Argues Treasury buybacks provide short-term liquidity but worsen refinancing and fiscal risks. | · | tweet ↗ |
| 2026-08-19 | · | @JunDo1050 | · | Describes hyperscale data-center financing as a capital-markets regime shift while questioning whether current growth is sustainable. | · | tweet ↗ |
| 2026-08-16 | · | @JunDo1050 | · | Japan Q2 GDP grew 0.3% quarter over quarter, missing the 0.5% consensus amid weak consumption and CAPEX. | · | 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.