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
12
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). Their last-14d mentions, direction-adjusted, have moved -19.6% since posting (mean over 1 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @LizThomasStrat | · | Jobs data weaker than expected, revisions down, unemployment fell partly from participation drop. | · | tweet ↗ |
| 2026-07-01 | · | @LizThomasStrat | · | ADP and Revelio employment data suggest solid-to-strong NFP print. | · | tweet ↗ |
| 2026-07-01 | · | @LizThomasStrat | · | GLP-1 economy theme affecting healthcare, businesses, and consumers. | · | tweet ↗ |
| 2026-06-30 | · | @LizThomasStrat | · | Consumer confidence missed estimates and labor differential fell to post-pandemic low, suggesting wage deceleration. | · | tweet ↗ |
| 2026-06-29 | · | @LizThomasStrat | · | Yen at lowest versus USD since Dec 1986 while positioning and rate differentials diverge. | · | tweet ↗ |
| 2026-06-29 | · | @LizThomasStrat | · | Reports South Korean $880B Samsung/SK Hynix investment to double memory capacity in five years. | · | tweet ↗ |
| 2026-06-25 | MU | @LizThomasStrat | +0.60 | Micron beat and raise is cited as boosting memory stocks, with concern over buyer margin compression. | -19.6% | tweet ↗ |
| 2026-06-25 | · | @LizThomasStrat | · | Core services ex-housing and supercore inflation are described as running above 2% consistent levels. | · | tweet ↗ |
| 2026-06-25 | · | @LizThomasStrat | · | Reports May PCE at 4.1% y/y, highest since April 2023, driven by nondurable goods and services. | · | tweet ↗ |
| 2026-06-24 | · | @LizThomasStrat | · | Says wearable tech is a major trend that will grow. | · | tweet ↗ |
| 2026-06-24 | · | @LizThomasStrat | · | May new home sales missed estimates and supply suggests negative home price growth later. | · | tweet ↗ |
| 2026-06-23 | · | @LizThomasStrat | · | Notes commercial vessel transits through Strait of Hormuz rose but remain below normal. | · | 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.