Author
@kurtsaltrichter kurtsaltrichter
grade Bx.com/kurtsaltrichter ↗
Advisor who turns systematic-flow and dealer-gamma data into falsifiable macro scenario trees
Publishes near-daily index-level macro and positioning frame
trader score
+0.01
hit rate
45%
mean α
+0.00%
signals 14d
222
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: 45% hit rate, +0.00% mean alpha, trader score +0.01. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 47 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @kurtsaltrichter | · | Frames no-income-check property lending as a repeat of pre-crisis housing excess. | · | tweet ↗ |
| 2026-10-16 | · | @kurtsaltrichter | · | Argues European rearmament creates a multi-year borrowing cycle and upward pressure on yields. | · | tweet ↗ |
| 2026-10-16 | · | @kurtsaltrichter | · | Argues decarbonization mandates shift heavy capital costs onto European industry. | · | tweet ↗ |
| 2026-10-16 | · | @kurtsaltrichter | · | Warns excess reinsurance capital is compressing pricing despite rising catastrophe losses. | · | tweet ↗ |
| 2026-10-16 | · | @kurtsaltrichter | · | Uses IMF data to argue high debt and yields are creating a self-reinforcing fiscal burden. | · | tweet ↗ |
| 2026-10-16 | TSLA | @kurtsaltrichter | +0.90 | Buy TSLA the next time it falls 40% without fundamental cause. — Explicit conditional buy call backed by a strong competitive thesis. | +4.9% | tweet ↗ |
| 2026-10-16 | DPZ | @kurtsaltrichter | -0.65 | Weak same-store sales are presented as evidence that DPZ's value-demand thesis is stalling. | +1.6% | tweet ↗ |
| 2026-10-16 | · | @kurtsaltrichter | · | Warns phantom data-center power requests could leave utility ratepayers funding stranded infrastructure. | · | tweet ↗ |
| 2026-10-15 | · | @kurtsaltrichter | · | Argues high rates have broken private equity's leverage, fundraising, and exit model. | · | tweet ↗ |
| 2026-10-15 | · | @kurtsaltrichter | · | Frames youth unemployment and weak confidence as evidence of China's structural slowdown. | · | tweet ↗ |
| 2026-10-15 | · | @kurtsaltrichter | · | Presents large banks as the pick-and-shovel beneficiaries of AI financing and deal activity. | · | tweet ↗ |
| 2026-10-15 | · | @kurtsaltrichter | · | Calls the US housing market frozen as mortgage rates suppress transactions. | · | tweet ↗ |
| 2026-10-15 | · | @kurtsaltrichter | · | Explains China's approaching high-income classification as a geopolitical bargaining issue. | · | tweet ↗ |
| 2026-10-15 | · | @kurtsaltrichter | · | Argues enterprise AI spending is poorly controlled and already pressuring margins. | · | tweet ↗ |
| 2026-10-15 | · | @kurtsaltrichter | · | Frames Chinese bond outperformance as a weakening-growth and deflation trade. | · | 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.