@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
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.
Not yet in the scored-bets universe (fewer than 20 scoreable calls).
This author is not making single-name equity calls in this window; the feed is macro-heavy, centered on rates, inflation, growth composition, China-linked capacity, and external-balance measurement. The distinctive read is skeptical of easy-policy assumptions, with several posts arguing robust growth and inflation risks support higher rates, while a Warsh-related comment is the main dovish counterpoint. No position disclosures, conviction trades, or ticker-level news breaks are present.
No ticker-level trades, adds, trims, exits, or position disclosures appear in the input. The clearest concentration is macro rates: robust growth, hot retail sales, GDP worries, and inflation concerns are repeatedly framed as challenging lower-rate expectations, with one dovish Warsh inflation-target comment as a counterweight. Because all signals are non-ticker macro observations, there is no single-name pump-risk concentration to flag.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-27 | · | @M_C_Klein | · | Durables ex-transportation orders growth remains around 10% YoY excluding computers/electronics. | · | tweet ↗ |
| 2026-06-27 | · | @M_C_Klein | · | Says post-Covid household debt burdens are lower across the distribution. | · | tweet ↗ |
| 2026-06-27 | · | @M_C_Klein | · | States non-mortgage debt growth has been mild relative to income and PCE growth. | · | tweet ↗ |
| 2026-06-27 | · | @M_C_Klein | · | Says household liabilities remain lower versus income and cash assets across cohorts. | · | tweet ↗ |
| 2026-06-26 | · | @M_C_Klein | · | Promotes note arguing China Shock concerns can be addressed by improving Chinese living standards. | · | tweet ↗ |
| 2026-06-19 | · | @M_C_Klein | · | Says chart slowdown is milder than implied by average hourly earnings. | · | 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.