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
-0.86
hit rate
36%
mean α
-0.72%
signals 14d
35
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 11 scored bets: 36% hit rate, -0.72% mean alpha, trader score -0.86. Their last-14d mentions, direction-adjusted, have moved -0.3% since posting (mean over 11 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @monetarycomm | · | Questions Warsh's selection while concluding that rate cuts are not in sight. | · | tweet ↗ |
| 2026-08-28 | · | @monetarycomm | · | Reports fed-funds futures pricing above 55%, but reply context is missing. | · | tweet ↗ |
| 2026-08-27 | · | @monetarycomm | · | Explains GDP composition and cites 4.2% private domestic final-sales growth. | · | tweet ↗ |
| 2026-08-27 | · | @monetarycomm | · | Flags demand, credit and labor deterioration as faster downside mechanisms, though not current. | · | tweet ↗ |
| 2026-08-27 | · | @monetarycomm | · | Describes a shift in national income from cash wages toward benefits and capital income. | · | tweet ↗ |
| 2026-08-27 | IGV | @monetarycomm | +0.45 | Quantifies IGV's sharp relative rebound versus SMH but says it is not yet a regime change. | -0.7% | tweet ↗ |
| 2026-08-27 | SMH | @monetarycomm | -0.25 | Quantifies IGV's sharp relative rebound versus SMH but says it is not yet a regime change. | -3.5% | tweet ↗ |
| 2026-08-27 | · | @monetarycomm | · | Says prevailing interest rates are approximately appropriate rather than restrictive or distorted. | · | tweet ↗ |
| 2026-08-26 | TGT | @monetarycomm | -0.25 | Quantifies an extreme WMT/TGT ratio dislocation using z-score, performance, and RSI. | -0.5% | tweet ↗ |
| 2026-08-26 | WMT | @monetarycomm | +0.25 | Quantifies an extreme WMT/TGT ratio dislocation using z-score, performance, and RSI. | -1.2% | tweet ↗ |
| 2026-08-26 | · | @monetarycomm | · | States gasoline was the largest month-over-month loser without giving values | · | tweet ↗ |
| 2026-08-26 | · | @monetarycomm | · | Discloses an unidentified position up 60% and expects a less linear three-month path | · | tweet ↗ |
| 2026-08-25 | GDX | @monetarycomm | +0.45 | Reports the GDX-to-GLD ratio at an ATH after a 15.3% three-month move and RSI of 83. | -5.6% | tweet ↗ |
| 2026-08-25 | GLD | @monetarycomm | +0.45 | Reports the GDX-to-GLD ratio at an ATH after a 15.3% three-month move and RSI of 83. | -4.5% | tweet ↗ |
| 2026-08-25 | TLT | @monetarycomm | +0.45 | Identifies a bullish inverse head-and-shoulders pattern in TLT's daily chart. | -0.7% | 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.