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
+0.89
hit rate
80%
mean α
+1.93%
signals 14d
8
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 5 scored bets: 80% hit rate, +1.93% mean alpha, trader score +0.89. Their last-14d mentions, direction-adjusted, have moved +18.3% since posting (mean over 2 mentions with price data).
Recent signals8receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @monetarycomm | · | Says current conditions support a market-breadth rebound already underway. | · | tweet ↗ |
| 2026-10-08 | CBOE | @monetarycomm | +0.50 | Expects conditions to remain favorable for CBOE. | +15.8% | tweet ↗ |
| 2026-10-08 | · | @monetarycomm | · | Argues AI agents will accelerate capital flows, amplify liquidity shocks, and raise the value of patient capital. | · | tweet ↗ |
| 2026-10-08 | · | @monetarycomm | · | Briefly characterizes labor conditions as full employment. | · | tweet ↗ |
| 2026-10-07 | CFG | @monetarycomm | +0.50 | Seasonality model flags historically positive windows for CBOE and CFG for further research. | · | tweet ↗ |
| 2026-10-07 | CBOE | @monetarycomm | +0.45 | Seasonality model flags historically positive windows for CBOE and CFG for further research. | +20.9% | tweet ↗ |
| 2026-10-07 | · | @monetarycomm | · | BLS data show hiring fell sharply since 2022 while layoffs barely increased. | · | tweet ↗ |
| 2026-10-06 | · | @monetarycomm | · | Explains how mortgage lock-in weakened housing transmission during the tightening cycle. | · | 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.