Author
@mark_dow mark_dow
grade Ax.com/mark_dow ↗
Mechanistic macro/monetary-policy debunker; central-bank plumbing over narratives
Posts reasoned, often contrarian threads on monetary policy
trader score
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hit rate
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mean α
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signals 14d
48
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 +3.8% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @mark_dow | · | Argues the market doubts the policymaker's anti-inflation resolve and perceives politicization. | · | tweet ↗ |
| 2026-08-26 | NVDA | @mark_dow | +0.15 | Satirical framing casts Nvidia's earnings-related action as a central-bank rate cut. | +3.8% | tweet ↗ |
| 2026-08-26 | · | @mark_dow | · | Explains Treasury liability management as accommodating post-bank-run demand for short-duration paper. | · | tweet ↗ |
| 2026-08-26 | · | @mark_dow | · | Questions whether Treasury should make directional liability-management bets. | · | tweet ↗ |
| 2026-08-26 | · | @mark_dow | · | Argues Treasury's short-paper issuance reflected demand after bank runs rather than political risk. | · | tweet ↗ |
| 2026-08-26 | · | @mark_dow | · | Contrasts Yellen's bank-run response with Bessent's effort to manage long-term yields. | · | tweet ↗ |
| 2026-08-25 | · | @mark_dow | · | Approves of Druckenmiller's policy analysis but does not restate the underlying thesis. | · | tweet ↗ |
| 2026-08-24 | · | @mark_dow | · | Warns policymakers with finite resources cannot sustainably fight market pricing. | · | tweet ↗ |
| 2026-08-24 | · | @mark_dow | · | Mocks the inconsistency of advocating less forecasting while forecasting AI productivity gains. | · | tweet ↗ |
| 2026-08-24 | · | @mark_dow | · | Says political pressure to lower mortgage rates is driving ineffective policy and credibility damage. | · | tweet ↗ |
| 2026-08-21 | · | @mark_dow | · | Questions Warsh's motive for reducing Fed press conferences and communication | · | tweet ↗ |
| 2026-08-21 | · | @mark_dow | · | Rejects labeling every dollar decline or balance-sheet change as debasement or QE/QT | · | tweet ↗ |
| 2026-08-21 | · | @mark_dow | · | Mocks contradictory claims about who bears tariff costs | · | tweet ↗ |
| 2026-08-21 | · | @mark_dow | · | Sarcastically highlights inconsistent claims about tariff incidence | · | tweet ↗ |
| 2026-08-20 | · | @mark_dow | · | Argues intervention will fail, long rates remain problematic, and political pressure on the Fed will intensify. | · | 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.