Author
@leadlagreport leadlagreport
grade Bx.com/leadlagreport ↗
Named macro PM and ETF issuer running a cross-asset, credit-leads-equities lead-lag framework
Publishes cross-asset macro analysis and regime calls (risk-
trader score
-0.55
hit rate
50%
mean α
-0.04%
signals 14d
314
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: 50% hit rate, -0.04% mean alpha, trader score -0.55. Their last-14d mentions, direction-adjusted, have moved -1.1% since posting (mean over 118 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | BTC | @leadlagreport | +0.20 | Compares daily crypto, equity, and gold returns and notes beta strengthened without broad participation. | · | tweet ↗ |
| 2026-08-28 | ETH | @leadlagreport | +0.40 | Compares daily crypto, equity, and gold returns and notes beta strengthened without broad participation. | · | tweet ↗ |
| 2026-08-28 | SPY | @leadlagreport | +0.00 | Compares daily crypto, equity, and gold returns and notes beta strengthened without broad participation. | — | tweet ↗ |
| 2026-08-28 | GLD | @leadlagreport | -0.35 | Compares daily crypto, equity, and gold returns and notes beta strengthened without broad participation. | — | tweet ↗ |
| 2026-08-28 | FMKT | @leadlagreport | +0.45 | Promotes FMKT as targeted exposure to companies benefiting from regulatory relief despite its daily decline. | · | tweet ↗ |
| 2026-08-28 | PFLT | @leadlagreport | -0.10 | Analyzes PFLT's yield, NAV discount, distribution cut, and current net-investment-income coverage. | · | tweet ↗ |
| 2026-08-28 | VIX | @leadlagreport | +0.25 | Argues yen carry trades respond to carry-adjusted volatility rather than the raw US-Japan yield gap. | · | tweet ↗ |
| 2026-08-28 | AMLP | @leadlagreport | +0.25 | Reviews AMLP's yield, tax structure, AI-data-center exposure, and year-to-date return. | · | tweet ↗ |
| 2026-08-28 | · | @leadlagreport | · | Relays a veteran investor's view that post-Maduro Venezuela offers an unusually asymmetric EM setup. | · | tweet ↗ |
| 2026-08-28 | · | @leadlagreport | · | Reports a 300,000-ton US beef import quota with broad access and a 25% price condition. | · | tweet ↗ |
| 2026-08-28 | GLD | @leadlagreport | -0.50 | Reports extending declines in gold and small caps alongside persistently elevated Treasury yields. | — | tweet ↗ |
| 2026-08-28 | IWM | @leadlagreport | -0.40 | Reports extending declines in gold and small caps alongside persistently elevated Treasury yields. | — | tweet ↗ |
| 2026-08-28 | · | @leadlagreport | · | Explains the JOJO Index's weekly rebalance and utilities-based systematic signal. | · | tweet ↗ |
| 2026-08-28 | QQQ | @leadlagreport | -0.35 | Interprets falling growth, small caps, and gold with rising yields as a duration-led regime warning. | — | tweet ↗ |
| 2026-08-28 | GLD | @leadlagreport | -0.50 | Interprets falling growth, small caps, and gold with rising yields as a duration-led regime warning. | — | 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.