Author · brief 2026-06-22

@market_sleuth market_sleuth

Intermarket-aware tape reader using EMA levels and historical analogs for tactical index calls

Posts real-time technical and macro analysis of the US index

trader score
-1.20
hit rate
25%
mean α
-0.50%
signals 14d
91

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Their picks, scored

Across their last 20 scored bets: 25% hit rate, -0.50% mean alpha, trader score -1.20. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 46 mentions with price data).

Macro tape-watching with SPCX skepticism and hedged index risk

market_sleuth is mainly trading around index/macro tape signals, with SPY puts framed as hedges and attention on SPX FOMC, MOC imbalance, seasonality, FX, and geopolitical headline risk. Single-name commentary is sparse: he pushes back against SPCX shorts, recaps IBM pump failure, and highlights SNDK option upside after the move. The window is more tactical tape-reading than durable fundamental stock picking, with no clear mid-week flip beyond mixed SPX signals around FOMC and later risk skepticism.

Themes4analyst read · 2026-06-22
SPCX IPO squeeze and short debate
mixedconsistent2 signals
⚠ 100% of theme signals are SPCX — flag pump risk
SPX event tape and headline risk
mixedfading14 signals
⚠ 64% of theme signals are SPY — flag pump risk
Macro seasonality and cross-asset risk
mixedintensifying5 signals
⚠ 100% of theme signals are SPX — flag pump risk
Post-hoc single-name trade recaps
mixedconsistent3 signals
⚠ 67% of theme signals are IBM — flag pump risk
Direction this week

The author is concentrated in tactical macro and index tape-reading, especially SPX setups around FOMC, MOC imbalance, seasonality, FX, and geopolitical headline risk. Single-name work is episodic: SPCX gets the most repeated stock-specific attention, while IBM and SNDK are post-hoc recaps. Position disclosure points to hedged SPY downside exposure rather than a broad aggressive short book.

Position disclosures2skin in the game
NVDA Positive on Nvidia employees' wealth while discussing hedging behavior rather than a clear NVDA trade unclear
SPY Generally trades SPY puts as hedges held
Best hypotheses4their highest-scoring claims in our index
QQQ valuations and price action mirror the late dot-com bubble with Burry, Marks and Buffett-indicator-style warnings of
bearHIGH17 co-supporters
AAPL's breakout to new highs and repeated momentum signals suggest further near-term upside if key levels hold.
bullHIGH8 co-supporters
Tactical short-window pullback: gravestone doji/shooting star on 5/7, rising-wedge confirmation, CTA max-long, OPEX/NVDA
bearHIGH6 co-supporters
DXY reclaiming the 100 area and holding breakout support signals a renewed upside technical regime.
bullHIGH10 co-supporters
Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02SPX@market_sleuth-0.45SPX gapped up and faded on two bullish days, a weakening-market pattern.·
2026-07-02·@market_sleuth·Defends puts/shorts as normal despite patriotic criticism.·
2026-07-02VIX@market_sleuth+0.00Warns longs do not want SPX/SPY closing below yesterday's close; gives SPY level.·
2026-07-02SPY@market_sleuth-0.30Warns longs do not want SPX/SPY closing below yesterday's close; gives SPY level.
2026-07-02SPX@market_sleuth-0.20Warns longs do not want SPX/SPY closing below yesterday's close; gives SPY level.·
2026-07-02SPY@market_sleuth-0.45SPY broke yesterday's intraday low at 742.37, a negative technical sign.
2026-07-02SPY@market_sleuth-0.25Jokes about needing a seasonality refund if SPX/SPY close red.
2026-07-02SPX@market_sleuth-0.25Jokes about needing a seasonality refund if SPX/SPY close red.·
2026-07-02DJIA@market_sleuth+0.25DJIA is at a new all-time high, framed as good news.
2026-07-02TSLA@market_sleuth-0.25Recaps Burry's shorts working today, noting TSLA exception yesterday.
2026-07-02META@market_sleuth-0.55Recaps META pump-and-dump call and says it is down $35 since.
2026-07-02IWM@market_sleuth+0.35DJIA and IWM hit new ATH while SPX and QQQ lag.
2026-07-02QQQ@market_sleuth-0.15DJIA and IWM hit new ATH while SPX and QQQ lag.
2026-07-02SPX@market_sleuth-0.15DJIA and IWM hit new ATH while SPX and QQQ lag.·
2026-07-02DJIA@market_sleuth+0.35DJIA and IWM hit new ATH while SPX and QQQ lag.

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.