Author
@monetarycomm monetarycomm
grade Cx.com/monetarycomm ↗
Macro commentator who reads daily heatmaps into an AI-vs-cyclicals regime narrative
Posts near-daily US market recaps built from S&P heatmaps an
trader score
+0.69
hit rate
35%
mean α
+0.32%
signals 14d
7
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 17 scored bets: 35% hit rate, +0.32% mean alpha, trader score +0.69. Their last-14d mentions, direction-adjusted, have moved -3.8% since posting (mean over 1 mentions with price data).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @monetarycomm | · | Macro historical framework about pre-Fed credit squeeze and recessions. | · | tweet ↗ |
| 2026-06-30 | MCD | @monetarycomm | -0.45 | Says MCD value deals hide a lower-income consumer crack. | +3.8% | tweet ↗ |
| 2026-06-27 | · | @monetarycomm | · | Historical recession/Fed framework about 1907 panic and private crisis management. | · | tweet ↗ |
| 2026-06-26 | · | @monetarycomm | · | Says inflation swaps are basically oil, implying oil drives inflation pricing. | · | tweet ↗ |
| 2026-06-25 | · | @monetarycomm | · | Notes crude is way down since referenced point. | · | tweet ↗ |
| 2026-06-25 | · | @monetarycomm | · | Recession files link about payments economy rolling over. | · | tweet ↗ |
| 2026-06-22 | · | @monetarycomm | · | Reports Alan Greenspan died at 100 and frames his Fed legacy around easing and housing excess. | · | 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.