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
15
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 +1.0% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @mark_dow | · | Says a 5% risk-free yield is especially attractive when equity returns may be negative. | · | tweet ↗ |
| 2026-10-12 | · | @mark_dow | · | Suggests a 5.75% yield becomes attractive as equities decline, but the instrument is unspecified. | · | tweet ↗ |
| 2026-10-09 | · | @mark_dow | · | Explains that bank lending, not central-bank printing, creates most money. | · | tweet ↗ |
| 2026-10-09 | · | @mark_dow | · | States that bank lending accounts for most money creation. | · | tweet ↗ |
| 2026-10-09 | · | @mark_dow | · | Sees a near-term bond bounce but persistent structural duration-selling headwinds. | · | tweet ↗ |
| 2026-10-08 | PLTR | @mark_dow | -0.10 | Author alleges politically timed equity purchases including Palantir, without transaction specifics. | -1.0% | tweet ↗ |
| 2026-10-08 | · | @mark_dow | · | Sees ample U.S. fiscal space but opposes 6-7% deficits amid inflation absent a crisis or war. | · | tweet ↗ |
| 2026-10-08 | · | @mark_dow | · | Challenges the traditional view that fiscal deficits crowd out private investment and raise Treasury risk premiums. | · | tweet ↗ |
| 2026-10-08 | · | @mark_dow | · | Argues fiscal deficits mechanically increase private-sector wealth. | · | tweet ↗ |
| 2026-10-07 | · | @mark_dow | · | Argues fiscal deficits are directly supporting private-sector income and corporate profits. | · | tweet ↗ |
| 2026-10-07 | · | @mark_dow | · | Dismisses persistent bearish forecasts as repeatedly wrong and useless for market success. | · | tweet ↗ |
| 2026-10-06 | · | @mark_dow | · | Mocks persistent bearishness and implicitly endorses the bull market. | · | tweet ↗ |
| 2026-10-05 | · | @mark_dow | · | Author rejects debasement claims that fail to adjust prices for wage growth. | · | tweet ↗ |
| 2026-10-05 | · | @mark_dow | · | Author counters a pessimistic claim by noting median nominal wages doubled over the period. | · | tweet ↗ |
| 2026-10-05 | · | @mark_dow | · | Author presents a long-run partisan pattern in changes to U.S. fiscal deficits. | · | 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.