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