Author
@MichaelKantro MichaelKantro
Institutional macro strategist decomposing equity returns into rates, risk premium, and breadth
Publishes original top-down macro frameworks tying interest
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 |
|---|---|---|---|---|---|---|
| 2026-08-24 | · | @MichaelKantro | · | Characterizes the current regime as jointly dominated by artificial intelligence and inflation anxiety. | · | tweet ↗ |
| 2026-08-23 | · | @MichaelKantro | · | References Treasury's surprise buyback announcement and its implications for rates and issuance. | · | tweet ↗ |
| 2026-08-22 | · | @MichaelKantro | · | Argues falling mega-cap free cash flow and rising rates are compressing valuations, while valuation alone cannot time markets. | · | tweet ↗ |
| 2026-08-20 | · | @MichaelKantro | · | Presents constrained property supply and AI demand as a powerful opportunity for REIT investors. | · | tweet ↗ |
| 2026-08-17 | · | @MichaelKantro | · | Says Fed easing leads capital-expenditure cycles by several quarters. | · | 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.