Author

@mark_dow 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
9

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 -10.5% since posting (mean over 2 mentions with price data).

Recent signals9receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01PLTR@mark_dow-0.55Criticizes Palantir CEO Karp as unhinged while asking for sensitive data trust.+2.8%
2026-06-26·@mark_dow·Critical opinion on Warsh as possible Fed chairman.·
2026-06-25·@mark_dow·Expects no dramatic Fed changes that would matter to markets.·
2026-06-25BTC@mark_dow-0.60Says Bitcoin has not delivered and OG holders are selling heavily.·
2026-06-25BTC@mark_dow-0.65Argues Bitcoin going to zero means losing virtually all value, e.g. 90%+.·
2026-06-25BTC@mark_dow-0.65Calls Bitcoin or crypto a scam or failed experiment and says it is over.·
2026-06-25BTC@mark_dow-0.75Says Bitcoin is still dying and never found a mass-use case.·
2026-06-25MSTR@mark_dow-0.40Mocking reference to Michael Saylor with MSTR cashtag.+18.1%
2026-06-25BTC@mark_dow-0.65Says Bitcoin topped and promoters shilled it.·

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.