Author
@LJKawa LJKawa
grade Bx.com/LJKawa ↗
Macro-and-cross-asset journalist who turns market narratives into precise, falsifiable factor conditions
Real-time commentary and data-driven observation on markets,
trader score
-0.12
hit rate
50%
mean α
-0.07%
signals 14d
43
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, -0.07% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved +0.2% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @LJKawa | · | Characterizes Warsh as aligned with a hawkish Fed consensus focused on restraining inflation. | · | tweet ↗ |
| 2026-08-28 | · | @LJKawa | · | Views Warsh's speech as conforming to conventional Fed-chair policy norms. | · | tweet ↗ |
| 2026-08-28 | · | @LJKawa | · | Says Warsh's forward-guidance discussion markedly improved from June and July. | · | tweet ↗ |
| 2026-08-28 | · | @LJKawa | · | Warsh says inflation has not meaningfully improved and more policy work may be needed. | · | tweet ↗ |
| 2026-08-28 | SPX | @LJKawa | -0.15 | Reports a record 13 sessions of S&P 500 and breadth divergence using data since 1997. | · | tweet ↗ |
| 2026-08-28 | NVDA | @LJKawa | +0.70 | Recaps NVDA adding a record $441 billion in market value after strong results and guidance. | — | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | -0.15 | Reports Nvidia expects high memory costs to compress margins to 71%-72% in Q4 and 72%-73% next year. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | +0.35 | Quotes Nvidia executive Kress predicting financed AI customers will become the largest technology companies ever. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | -0.25 | Identifies substantial Friday options open interest beginning at the $220 level as overhead resistance. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | +0.65 | Quotes Nvidia executive Kress saying demand is accelerating despite the company's scale. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | +0.65 | Reports Nvidia guided to 70% revenue growth next fiscal year despite supply constraints. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | -0.35 | Argues Wall Street expects excellent Nvidia results but believes they will not improve the stock reaction. | +3.8% | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | -0.25 | Reports over three quarters of high-growth S&P 500 companies have de-rated, including Nvidia and Broadcom. | +3.8% | tweet ↗ |
| 2026-08-26 | AVGO | @LJKawa | -0.25 | Reports over three quarters of high-growth S&P 500 companies have de-rated, including Nvidia and Broadcom. | +3.7% | tweet ↗ |
| 2026-08-26 | NVDA | @LJKawa | -0.25 | Shows Nvidia's daily swings shifted from 40%-50% above SMH to roughly 35% below it. | +3.8% | 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.