Author

@M_C_Klein M_C_Klein

Rigorous named macro economist debating trade, inflation, and capital flows from first principles

Writes original macroeconomic and balance-of-payments analys

trader score
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hit rate
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mean α
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signals 14d
21

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).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@M_C_Klein·Argues euro-crisis countries made reforms under assistance while France avoided equivalent pressure.·
2026-10-15·@M_C_Klein·Says an unstated proposal or event would probably be inflationary.·
2026-10-15·@M_C_Klein·Cites SCF data showing real wages rose for the bottom 80% and fell slightly at higher levels.·
2026-10-15·@M_C_Klein·States that income inequality narrowed slightly and consumer-spending distribution was unchanged since COVID.·
2026-10-14·@M_C_Klein·Warns that GDP-share analysis can mislead when aggregate GDP growth is weak.·
2026-10-14·@M_C_Klein·Argues shifting consumption to investment would not necessarily reduce the current-account deficit.·
2026-10-14·@M_C_Klein·Explains why reallocating health-care savings may leave living standards and the current account unchanged.·
2026-10-14·@M_C_Klein·Argues demand cuts or fiscal tightening to shrink current-account deficits reduce living standards.·
2026-10-14·@M_C_Klein·Sarcastically criticizes austerity logic linking health-care pay cuts to import affordability.·
2026-10-14·@M_C_Klein·Links policy treatment of modest-return investments to both monetary and tax policy.·
2026-10-14·@M_C_Klein·Argues small tax changes matter little for 10,000x-return investments but more for modest-return projects.·
2026-10-14·@M_C_Klein·Says modest capital-gains tax increases likely have little effect on entrepreneurship or innovation.·
2026-10-12·@M_C_Klein·Characterizes Federal Reserve tightening as mistaken, though the surrounding argument is absent.·
2026-10-12·@M_C_Klein·Contrasts large US oil-output growth with Chinese vehicle production barely exceeding its 2018 peak.·
2026-10-09·@M_C_Klein·Official revisions support the author's thesis that US business interest income was understated.·

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.