Author
@ManchesterUtd81 ManchesterUtd81
grade Ax.com/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
+1.10
hit rate
80%
mean α
+0.74%
signals 14d
14
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 5 scored bets: 80% hit rate, +0.74% mean alpha, trader score +1.10. Their last-14d mentions, direction-adjusted, have moved -0.0% since posting (mean over 3 mentions with price data).
Recent signals14receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @ManchesterUtd81 | · | Refiner comments imply a fragile but favorable environment if hurricanes and outages are avoided. | · | tweet ↗ |
| 2026-08-27 | · | @ManchesterUtd81 | · | Advises seeking assets that attract allocation as currency weakens, but names no asset. | · | tweet ↗ |
| 2026-08-27 | LYB | @ManchesterUtd81 | -0.15 | Highlights VLO beside the shuttered LYB refinery as refined-product costs continue rising. | +1.0% | tweet ↗ |
| 2026-08-27 | VLO | @ManchesterUtd81 | +0.35 | Highlights VLO beside the shuttered LYB refinery as refined-product costs continue rising. | +1.7% | tweet ↗ |
| 2026-08-25 | · | @ManchesterUtd81 | · | Objects to attacks on downstream oil assets, implicitly favoring preservation of sector capacity. | · | tweet ↗ |
| 2026-08-24 | · | @ManchesterUtd81 | · | Author expects tariffs to broaden materially by the midterms. | · | tweet ↗ |
| 2026-08-22 | · | @ManchesterUtd81 | · | Argues investors must know when to redeploy capital after avoiding losses, even when buying feels uncomfortable. | · | tweet ↗ |
| 2026-08-21 | · | @ManchesterUtd81 | · | Reports a 90-day tariff-free fuel-import allowance and commitment to sell 25% below market. | · | tweet ↗ |
| 2026-08-21 | · | @ManchesterUtd81 | · | Notes elevated refinery crack spreads benefiting refiners while alarming consumers. | · | tweet ↗ |
| 2026-08-20 | · | @ManchesterUtd81 | · | Sarcastically criticizes interventionist complaints while explicitly calling for lower rates. | · | tweet ↗ |
| 2026-08-20 | QQQ | @ManchesterUtd81 | -0.25 | Mocks investors who hear about value opportunities yet continue buying QQQ. | +0.8% | tweet ↗ |
| 2026-08-15 | · | @ManchesterUtd81 | · | Sarcastically warns that holders of AI-capex private credit may face trouble. | · | tweet ↗ |
| 2026-08-15 | · | @ManchesterUtd81 | · | Suggests Americans are angered by higher gasoline prices. | · | tweet ↗ |
| 2026-08-14 | · | @ManchesterUtd81 | · | Author avoids private credit because its reporting is difficult to understand | · | 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.