Author
@MikeZaccardi MikeZaccardi
grade Bx.com/MikeZaccardi ↗
Prolific macro/ETF curator who synthesizes sell-side research into a daily breadth-and-AI-capex narrative
Aggregates and contextualizes institutional research and int
trader score
-3.47
hit rate
25%
mean α
-1.72%
signals 14d
1011
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 25% hit rate, -1.72% mean alpha, trader score -3.47. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 417 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | XLI | @MikeZaccardi | -0.45 | XLI now underperforms the S&P 500 year over year and is described as the highest-P/E sector. | — | tweet ↗ |
| 2026-08-28 | SPX | @MikeZaccardi | +0.00 | XLI now underperforms the S&P 500 year over year and is described as the highest-P/E sector. | · | tweet ↗ |
| 2026-08-28 | PANW | @MikeZaccardi | +0.00 | Flags AVGO, DELL and PANW as notable earnings reporters next week. | — | tweet ↗ |
| 2026-08-28 | AVGO | @MikeZaccardi | +0.00 | Flags AVGO, DELL and PANW as notable earnings reporters next week. | — | tweet ↗ |
| 2026-08-28 | DELL | @MikeZaccardi | +0.00 | Flags AVGO, DELL and PANW as notable earnings reporters next week. | — | tweet ↗ |
| 2026-08-28 | · | @MikeZaccardi | · | Reports the 2-year yield at a 19-month high of 4.36%, up roughly 12.5 basis points today. | · | tweet ↗ |
| 2026-08-28 | · | @MikeZaccardi | · | Reports the German 10-year bund yield at its highest level since March 2011. | · | tweet ↗ |
| 2026-08-28 | · | @MikeZaccardi | · | Calls attention to a notable weekly move in grain prices shown in a chart. | · | tweet ↗ |
| 2026-08-28 | DBA | @MikeZaccardi | +0.70 | States that the agricultural-commodities ETF DBA is rising sharply. | — | tweet ↗ |
| 2026-08-28 | GLD | @MikeZaccardi | -0.65 | Reports GLD down 3.2%, its worst day since June 10. | — | tweet ↗ |
| 2026-08-28 | VEU | @MikeZaccardi | +0.25 | Reports XBI down 3.5% while VEU outperformed VXF despite a stronger dollar. | — | tweet ↗ |
| 2026-08-28 | VXF | @MikeZaccardi | -0.20 | Reports XBI down 3.5% while VEU outperformed VXF despite a stronger dollar. | · | tweet ↗ |
| 2026-08-28 | XBI | @MikeZaccardi | -0.65 | Reports XBI down 3.5% while VEU outperformed VXF despite a stronger dollar. | — | tweet ↗ |
| 2026-08-28 | · | @MikeZaccardi | · | Reports sharp weakness in small-cap growth alongside gains in large-cap value. | · | tweet ↗ |
| 2026-08-28 | TLT | @MikeZaccardi | -0.55 | Reads TLT's daily candle as a bearish control shift. | — | 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.