@LJKawa LJKawa

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

This author is mostly focused on Fed communication, Warsh’s reaction function, and whether forward guidance reduces rate volatility. Single-name equity commentary is sparse and mostly skeptical: ACN’s AI consulting exposure is mocked, while NVDA and AVGO are flagged as semiconductor laggards and MTUM is noted positively at highs. No explicit directional calls, position disclosures, or news breaks appeared in the payload.

The week is dominated by a mid-window Fed communication thread: the author first criticizes Warsh’s task-force framing and circular reaction-function comments, then pushes back against claims that forward guidance failed. Equity concentration is light and tilted skeptical, with ACN bearishness and NVDA/AVGO underperformance notes offset by a positive MTUM momentum observation. There are no explicit adds, trims, exits, or trade calls in the supplied signals.

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.