Author
@LizThomasStrat LizThomasStrat
grade Bx.com/LizThomasStrat ↗
SoFi-style macro strategist turning daily prints into clear regime and risk reads
Publishes original macro and cross-asset commentary, charts,
trader score
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hit rate
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mean α
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signals 14d
6
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 signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @LizThomasStrat | · | Reports September PPI at 1.3% month over month versus 0.6% expected, with broad inflation beyond energy. | · | tweet ↗ |
| 2026-10-13 | SPX | @LizThomasStrat | +0.35 | Links 38% S&P 500 forward-earnings growth with an 84% rise in South Korean exports. | · | tweet ↗ |
| 2026-10-13 | · | @LizThomasStrat | · | Shows corporate inflation mentions at multiyear highs across several sectors. | · | tweet ↗ |
| 2026-10-13 | SPX | @LizThomasStrat | +0.25 | Attributes a 14% index gain to earnings growth despite valuation compression. | · | tweet ↗ |
| 2026-10-09 | · | @LizThomasStrat | · | October consumer sentiment missed estimates as near- and long-term inflation expectations rose. | · | tweet ↗ |
| 2026-10-06 | · | @LizThomasStrat | · | Reports a record 114-basis-point one-day drop in Brazilian two-year yields after election results. | · | 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.