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
5
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).
Recent signals5receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @maxwiethe | · | Interprets Warsh's hawkishness as an effort to gradually price a pause-constrained policy path. | · | tweet ↗ |
| 2026-08-28 | · | @maxwiethe | · | Relays Warren Pies's view that dovish FOMC pricing understates macro risk and stocks merit neutral weight. | · | tweet ↗ |
| 2026-08-26 | · | @maxwiethe | · | Suggests policymakers may guide markets toward higher odds of a rate hike | · | tweet ↗ |
| 2026-08-25 | · | @maxwiethe | · | Argues macro risk now warrants reducing equity exposure after earnings strength. | · | tweet ↗ |
| 2026-08-24 | · | @maxwiethe | · | Podcast overview covers private-credit stress, M&A, IPOs, rates and software credit risk. | · | 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.