Author
@kkmaway kkmaway
grade Ax.com/kkmaway ↗
Anonymous first-principles macro thinker dissecting capital plumbing, AI value, and EM policy
Posts reasoning-dense macro and capital-markets frameworks,
trader score
-1.96
hit rate
20%
mean α
-0.84%
signals 14d
41
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: 20% hit rate, -0.84% mean alpha, trader score -1.96.
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @kkmaway | · | Skeptical view that bond-market warnings and bond-vigilante narratives no longer persuade investors. | · | tweet ↗ |
| 2026-08-28 | · | @kkmaway | · | Argues traditional bond investors are unlikely to rotate suddenly into gold. | · | tweet ↗ |
| 2026-08-26 | · | @kkmaway | · | Frames mercantilism's adjustment path as dependent on geopolitical and security constraints. | · | tweet ↗ |
| 2026-08-25 | · | @kkmaway | · | Mocks analysts competing to become the AI era's emblematic conflicted promoter. | · | tweet ↗ |
| 2026-08-25 | · | @kkmaway | · | Sees near-term fiscal support but warns aggressive policy responses will damage longer-term credibility. | · | tweet ↗ |
| 2026-08-24 | · | @kkmaway | · | Compares non-hyperscaler data centers with failed CLECs and Lucent, warning of severe sector risk. | · | tweet ↗ |
| 2026-08-24 | · | @kkmaway | · | Argues pre- and post-COVID fiscal and monetary conditions represent a multidimensional regime change. | · | tweet ↗ |
| 2026-08-24 | · | @kkmaway | · | Uses nuclear-war imagery to warn that current trade policy is extreme and has little escalation room. | · | tweet ↗ |
| 2026-08-22 | · | @kkmaway | · | Argues a prior macro thesis remained valid but the environment changed after sustained fiscal expansion. | · | tweet ↗ |
| 2026-08-21 | · | @kkmaway | · | Strongly criticizes hyperscaler data-center spending and public positioning. | · | tweet ↗ |
| 2026-08-21 | · | @kkmaway | · | Warns trillion-dollar capital spending faces underappreciated political risk. | · | tweet ↗ |
| 2026-08-21 | · | @kkmaway | · | Argues tech conduct will provoke data-center opposition and harm long-term deployment. | · | tweet ↗ |
| 2026-08-21 | · | @kkmaway | · | Calls AI-lab home-healthcare and future-of-work claims delusional. | · | tweet ↗ |
| 2026-08-21 | · | @kkmaway | · | Warns tech companies underestimate durable political resistance to data centers. | · | tweet ↗ |
| 2026-08-21 | · | @kkmaway | · | References a reported $4 billion of block trades without identifiable securities. | · | 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.