Author
@LukeGromen LukeGromen
grade Ax.com/LukeGromen ↗
Mechanistic de-dollarization macro thinker who maps USD-UST-oil-gold plumbing
Publishes original top-down macro research framing a secular
trader score
-0.41
hit rate
67%
mean α
-0.34%
signals 14d
179
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 9 scored bets: 67% hit rate, -0.34% mean alpha, trader score -0.41. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @LukeGromen | · | Argues balanced trade would weaken USD, strengthen CNY and recapitalize Chinese consumers. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Views Western anti-gold thinking as dogmatic, expressing a favorable gold stance. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Argues gold at $26,000 would rebalance China's trade surplus, weaken USD and spur Chinese demand. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Argues stronger USD and weaker risk assets would raise rather than lower long-term Treasury yields. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Says fiscal constraints govern long-term yields and outweighed changing rate-hike odds. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Argues gold at $26,000 would rebalance China's trade surplus, weaken USD and spur Chinese demand. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Argues falling gold would imply a debt crisis that authorities are overwhelmingly likely to prevent nominally. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Mockingly recaps another person's bearish gold call and reduced losses after a prior decline. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Predicts long-bond yields will keep rising if the Fed hikes rates. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Reports PJM wholesale power rates are up 46% year over year. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Argues gradual rate hikes under fiscal dominance will eventually trigger currency collapse. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Under fiscal dominance, predicts either Fed hikes or cuts will lift long-end yields. | · | tweet ↗ |
| 2026-08-28 | · | @LukeGromen | · | Reports PJM wholesale power costs rose 46% to $56.7B year to date. | · | tweet ↗ |
| 2026-08-27 | · | @LukeGromen | · | Argues global portfolios lack sufficient neutral reserve bearer assets. | · | tweet ↗ |
| 2026-08-27 | · | @LukeGromen | · | Frames cheap AI-assisted thinking as a broad societal transformation. | · | 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.