Author
@Kacper_PK_CH Kacper_PK_CH
grade Bx.com/Kacper_PK_CH ↗
Transparent commodity-supercycle trend trader weaving macro, FX and metals/ag into tickered plays
Trades a global commodity supercycle thesis (agriculture, me
trader score
-1.63
hit rate
40%
mean α
-0.83%
signals 14d
231
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, -0.83% mean alpha, trader score -1.63. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 95 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | UUUU | @Kacper_PK_CH | +0.10 | Discloses a long-held UUUU position retained despite dilution and an earlier partial gain. | — | tweet ↗ |
| 2026-08-28 | · | @Kacper_PK_CH | · | Maintains a bullish gold framework during bond weakness while acknowledging possible exit risk. | · | tweet ↗ |
| 2026-08-28 | · | @Kacper_PK_CH | · | Frames persistent volatility as an inherent feature of a debt-crisis regime. | · | tweet ↗ |
| 2026-08-28 | GLD | @Kacper_PK_CH | +0.75 | Added 3% to the long-term GLD holding and bought more shares. — Explicitly added 3% to a long-term gold holding during the decline. | — | tweet ↗ |
| 2026-08-28 | · | @Kacper_PK_CH | · | Calls the market late-cycle and advocates flexible trading and defense rather than aggressive sizing. | · | tweet ↗ |
| 2026-08-28 | · | @Kacper_PK_CH | · | Places the market in late Stage 4 or early Stage 5 and expects turbulence. | · | tweet ↗ |
| 2026-08-28 | TLT | @Kacper_PK_CH | -0.45 | Says a possible 25-bp hike is insufficient to calm bonds, with the 30-year yield retracing higher. | — | tweet ↗ |
| 2026-08-28 | CCJ | @Kacper_PK_CH | +0.55 | Discloses a new swing position alongside a separate core holding and identifies a sub-$100 exit zone. | — | tweet ↗ |
| 2026-08-28 | GDX | @Kacper_PK_CH | +0.20 | Observes that GDX is barely lower despite a large decline in gold. | — | tweet ↗ |
| 2026-08-28 | URNM | @Kacper_PK_CH | +0.65 | Will look for strategic additions while keeping existing URNM positions. — Despite a 6% drop, the uptrend is intact and the author plans strategic additions. | — | tweet ↗ |
| 2026-08-28 | GC | @Kacper_PK_CH | +0.45 | Gold remains in an uptrend after the speech while the dollar remains in a downtrend. | · | tweet ↗ |
| 2026-08-28 | GLD | @Kacper_PK_CH | +0.45 | Gold remains in an uptrend after the speech while the dollar remains in a downtrend. | — | tweet ↗ |
| 2026-08-28 | SPPP | @Kacper_PK_CH | +0.65 | Bullish on a palladium breakout while disclosing a fully sized SPPP position. | · | tweet ↗ |
| 2026-08-28 | PALL | @Kacper_PK_CH | +0.55 | Bullish on a palladium breakout while disclosing a fully sized SPPP position. | — | tweet ↗ |
| 2026-08-28 | · | @Kacper_PK_CH | · | States zinc has remained in an uptrend since summer 2025 except for a war-driven decline. | · | 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.