Author

@LizThomasStrat 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
5

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 -20.9% since posting (mean over 1 mentions with price data).

Recent signals5receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-26·@LizThomasStrat·Characterizes the housing market as stuck in an unaffordable state.·
2026-08-24·@LizThomasStrat·Reports intraday volatility narrowing to its lowest level of the current administration.·
2026-08-24·@LizThomasStrat·Endorses the view that the bull market has further room to run despite a pullback.·
2026-08-19MRNA@LizThomasStrat+0.65Reports MRNA up 94% in premarket.-20.9%
2026-08-17·@LizThomasStrat·Real 30-year Treasury yields exceed 3.07%, the highest since 2002.·

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.