Author
@M_C_Klein M_C_Klein
grade Ax.com/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
38
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). Their last-14d mentions, direction-adjusted, have moved +2.1% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @M_C_Klein | · | Argues excessive inflation is structurally embedded rather than a one-time tariff effect. | · | tweet ↗ |
| 2026-08-28 | · | @M_C_Klein | · | Sarcastically rejects the claim that tariffs are disinflationary. | · | tweet ↗ |
| 2026-08-27 | · | @M_C_Klein | · | Suggests France's nominal growth outlook has improved relative to 2018. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Argues firms' value added must appear in expenditure data if retained earnings are not accumulating as cash. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Explains how dividends, buybacks and capital-gains-tax timing affect corporate and household saving data. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Warns that tax timing and the shift from dividends to buybacks can distort economic data. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Skeptically recalls claims that pandemic fiscal responses validated modern monetary theory. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Flags an unusual GDP datum: US corporate net interest payments were reportedly negative in Q2 2026. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Notes the foreign-direct-investment income surplus has contracted over recent years. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Reports that domestic profits in computer and electronics manufacturing doubled in one year. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Says the GDP-GDI discrepancy is flat nominally and shrinking relative to economic activity. | · | tweet ↗ |
| 2026-08-26 | · | @M_C_Klein | · | Explains why semiconductor spending and outsourced rack assembly are treated differently in investment data. | · | tweet ↗ |
| 2026-08-25 | NVDA | @M_C_Klein | +0.00 | Explains why income paid by Nvidia ultimately appears in expenditure-based GDP accounting. | +2.1% | tweet ↗ |
| 2026-08-25 | · | @M_C_Klein | · | Explains that semiconductors are intermediate inputs and are not directly counted as business fixed investment. | · | tweet ↗ |
| 2026-08-25 | NVDA | @M_C_Klein | +0.00 | Rejects the claim that Nvidia's GDP contribution is missing and explains its gross-value-added treatment. | +2.1% | 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.