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
-1.29
hit rate
35%
mean α
-0.22%
signals 14d
139
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: 35% hit rate, -0.22% mean alpha, trader score -1.29. Their last-14d mentions, direction-adjusted, have moved -0.6% since posting (mean over 57 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @kurtsaltrichter | -0.75 | Argues Nvidia is financing customer demand through $230B-plus guarantees, echoing Lucent's 2000 playbook. | — | tweet ↗ |
| 2026-08-28 | · | @kurtsaltrichter | · | Frames record tanker rates as a hidden oil shock that would reach crude prices if Hormuz closes. | · | tweet ↗ |
| 2026-08-28 | · | @kurtsaltrichter | · | Argues OPEC fragmentation and rising non-OPEC supply create more downside than upside for oil. | · | tweet ↗ |
| 2026-08-27 | DRAM | @kurtsaltrichter | -0.75 | Argues retail inflows into a falling cyclical memory-chip ETF risk another leg down. | · | tweet ↗ |
| 2026-08-27 | EWZ | @kurtsaltrichter | -0.80 | Predicts lower Brazilian equities as debt and yields rise while growth slows. | -0.6% | tweet ↗ |
| 2026-08-27 | INFY | @kurtsaltrichter | -0.75 | Argues AI breaks the labor-scaling model underpinning Indian IT outsourcing. | · | tweet ↗ |
| 2026-08-27 | SPY | @kurtsaltrichter | +0.70 | Own the broad index and retain the fee savings. — Explicitly recommends owning the index based on active managers' poor base rate. | -0.2% | tweet ↗ |
| 2026-08-27 | SPY | @kurtsaltrichter | +0.45 | Argues 60/40 portfolios underperformed equities and bonds no longer hedge stocks reliably. | -0.2% | tweet ↗ |
| 2026-08-27 | SPY | @kurtsaltrichter | +0.45 | Argues 60/40 portfolios underperformed equities and bonds no longer hedge stocks reliably. | -0.2% | tweet ↗ |
| 2026-08-26 | ORCL | @kurtsaltrichter | -0.75 | Argues Oracle's consensus cost assumptions are fragile and leave owners exposed to an earnings miss. | +1.3% | tweet ↗ |
| 2026-08-26 | F | @kurtsaltrichter | -0.70 | Argues investors are overvaluing tiny new battery and defense ventures relative to their expected profits. | -0.1% | tweet ↗ |
| 2026-08-26 | GM | @kurtsaltrichter | -0.45 | Argues investors are overvaluing tiny new battery and defense ventures relative to their expected profits. | -0.1% | tweet ↗ |
| 2026-08-26 | BX | @kurtsaltrichter | -0.40 | Argues nontraded BDC liquidity is illusory as outflows and redemption requests exceed quarterly gates. | -0.6% | tweet ↗ |
| 2026-08-26 | · | @kurtsaltrichter | · | Frames institutional land buying as a generational rotation from paper money into hard assets. | · | tweet ↗ |
| 2026-08-26 | FXY | @kurtsaltrichter | +0.75 | Predicts a BOJ hike will trigger yen short covering and carry-trade deleveraging. | -0.5% | 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.