Author
@maxwiethe maxwiethe
grade Cx.com/maxwiethe ↗
Macro-thematic commentator quantifying cross-asset and semis-vs-software relative-value spreads
Posts macro and thematic frameworks plus relative-performanc
trader score
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hit rate
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mean α
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signals 14d
3
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 +2.1% since posting (mean over 1 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @maxwiethe | · | Relays GMO's thesis that increasing equity supply could burst the AI bubble. | · | tweet ↗ |
| 2026-10-13 | · | @maxwiethe | · | Relays Charles Lemonides's view that the bull market has not reached a blow-off top. | · | tweet ↗ |
| 2026-10-07 | ONON | @maxwiethe | -0.70 | Gives a strongly negative consumer and endorsement assessment of On Holding. | -2.1% | 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.