Author
@lebas_janney lebas_janney
Named institutional rates/credit strategist posting model-driven, skeptical macro analysis.
Provides real-time and forward-looking analysis of US Treasu
trader score
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hit rate
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mean α
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signals 14d
7
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @lebas_janney | · | Characterizes macro implications from third-quarter bank earnings as constructive. | · | tweet ↗ |
| 2026-10-15 | JBHT | @lebas_janney | +0.00 | Flags JB Hunt's after-close report as a forthcoming readthrough on fuel-led inflation. | · | tweet ↗ |
| 2026-10-08 | · | @lebas_janney | · | Reports further U.S. bond losses with a joke implying the 10-year yield reached an impossible level. | · | tweet ↗ |
| 2026-10-07 | · | @lebas_janney | · | Janney describes an accelerating Treasury selloff and searches for a durable bond bottom. | · | tweet ↗ |
| 2026-10-06 | · | @lebas_janney | · | Cites a 10-K statistic showing extreme trading-profit concentration with one counterparty. | · | tweet ↗ |
| 2026-10-06 | · | @lebas_janney | · | Quantifies unusually severe one-day biotech underperformance versus the S&P. | · | tweet ↗ |
| 2026-10-06 | · | @lebas_janney | · | Suggests higher rates and strong equities can jointly reflect rising nominal growth. | · | 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.