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
-0.34
hit rate
50%
mean α
-0.14%
signals 14d
137
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, -0.14% mean alpha, trader score -0.34. Their last-14d mentions, direction-adjusted, have moved +2.4% since posting (mean over 54 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @leadlagreport | · | Reports SEC approval of a fourth exception to FINRA's projected-return ban. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Warns Japanese bank repatriation into JGBs could destabilize the carry trade. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Argues monetary policy cannot solve physical oil-supply constraints. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Documents Argentina's sharp inflation decline while noting stabilization remains incomplete. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Compares a 6.3% PPI print with expectations and the subsequent Treasury-yield decline. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Reports stocks selling off as Treasuries rallied, reinforcing bonds' safe-haven role. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Reports a federal court and CPSC regulatory determination with quantified annual savings. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Argues market yields are independently tightening financial conditions. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Presents bonds as the leading market signal and equities as secondary. | · | tweet ↗ |
| 2026-10-16 | · | @leadlagreport | · | Uses the 1981 precedent to argue hated bonds may begin a generational bull market. | · | tweet ↗ |
| 2026-10-15 | FMKT | @leadlagreport | +0.45 | Reports FMKT's close and daily gain while presenting a positive regulatory-beneficiary thesis. | · | tweet ↗ |
| 2026-10-15 | · | @leadlagreport | · | Quantifies the 2-year Treasury spread over fed funds and interprets it as market-led tightening. | · | tweet ↗ |
| 2026-10-15 | · | @leadlagreport | · | Reports price-cap reversals and shortages in Kyrgyzstan and Cuba with dates and named sources. | · | tweet ↗ |
| 2026-10-15 | DIA | @leadlagreport | -0.05 | Quantifies divergent index moves and rising short yields after hotter CPI. | +0.0% | tweet ↗ |
| 2026-10-15 | QQQ | @leadlagreport | -0.45 | Quantifies divergent index moves and rising short yields after hotter CPI. | -3.2% | 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.