@Kacper_PK_CH Kacper_PK_CH

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Kacper is mainly trading commodities and macro trend inflections: tactical longs in cocoa, rice, wheat and Brent, plus long-duration holds in energy, miners and select special situations. His distinctive read is that dollar/yield direction is the key cross-asset tell, with a stronger dollar pressuring metals and crypto while energy and some agriculture setups remain actionable. Late week he moved from planning cocoa exposure to taking a starter, closed prior soybean oil and oil winners, then looked for Brent re-entry while staying flexible on a possible dollar bull trap.

Conviction is concentrated in tactical commodity entries and long-duration energy or miner holds, with cocoa moving from planned starter to actual quarter-size position and ELE newly accumulated. He flipped around Bitcoin from conditional exit to half-size re-entry, while MSTR stayed short-biased and Brent moved from closed winner to possible re-entry on signal. Dollar conviction became more flexible late week: he repeatedly framed USD/DXY as the key tell, then flagged possible bull-trap risk while still treating dollar strength as pressure on metals and crypto.

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.