Author

@ManchesterUtd81 ManchesterUtd81

Anon energy-refining specialist threading mechanistic oil value-chain analysis with a higher-rates macro view

Posts original, reasoning-heavy threads and replies analyzin

trader score
-0.82
hit rate
38%
mean α
-0.40%
signals 14d
8

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 8 scored bets: 38% hit rate, -0.40% mean alpha, trader score -0.82. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 4 mentions with price data).

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CLX@ManchesterUtd81+0.35Expects consumer-product companies to raise prices until profitability recovers.-0.8%
2026-10-16WHR@ManchesterUtd81+0.35Expects consumer-product companies to raise prices until profitability recovers.+0.8%
2026-10-16CAG@ManchesterUtd81+0.35Expects consumer-product companies to raise prices until profitability recovers.·
2026-10-16KHC@ManchesterUtd81+0.35Expects consumer-product companies to raise prices until profitability recovers.·
2026-10-16GIS@ManchesterUtd81+0.35Expects consumer-product companies to raise prices until profitability recovers.+3.8%
2026-10-16KMB@ManchesterUtd81+0.35Expects consumer-product companies to raise prices until profitability recovers.+4.3%
2026-10-15·@ManchesterUtd81·Argues drone warfare raises scarcity value for refineries, food plants and other real assets.·
2026-10-15·@ManchesterUtd81·Expresses confidence that contrarian value investors will eventually be vindicated.·

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.