Author
@Noahpinion Noahpinion
grade Ax.com/Noahpinion ↗
Economist-pundit dissecting AI, China, and defense via rigorous original macro reasoning
Public economics commentary and original thematic analysis o
trader score
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hit rate
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mean α
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signals 14d
31
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 signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Noahpinion | · | Author says a chart shows China smoothing data expected to rebound before later acknowledging persistent weakness. | · | tweet ↗ |
| 2026-08-27 | · | @Noahpinion | · | Challenges forecasts of 30% AI-driven growth by contrasting them with current 1.5% growth. | · | tweet ↗ |
| 2026-08-27 | · | @Noahpinion | · | Sarcastically implies tariffs are failing to deliver their promised economic results. | · | tweet ↗ |
| 2026-08-27 | · | @Noahpinion | · | Expresses strong positive sentiment toward solar power deployment in Africa. | · | tweet ↗ |
| 2026-08-26 | · | @Noahpinion | · | Strongly rejects a paper's anti-AI conclusion as unsupported by historical evidence. | · | tweet ↗ |
| 2026-08-25 | · | @Noahpinion | · | Author criticizes persistent U.S. deficit expansion and argues neither party provides adequate fiscal restraint. | · | tweet ↗ |
| 2026-08-25 | · | @Noahpinion | · | Author describes the U.S. government as increasingly borrowing merely to service prior debt. | · | tweet ↗ |
| 2026-08-24 | · | @Noahpinion | · | Skeptically rejects the prevailing claim that AI destroys jobs, implying a more constructive labor view. | · | tweet ↗ |
| 2026-08-24 | · | @Noahpinion | · | Mocks claims that AI capability is hitting a wall, expressing a bullish view on continued progress. | · | tweet ↗ |
| 2026-08-24 | · | @Noahpinion | · | Argues data-center bans do not materially constrain AI itself. | · | tweet ↗ |
| 2026-08-24 | · | @Noahpinion | · | Questions whether America's most important problems remain economic | · | tweet ↗ |
| 2026-08-22 | · | @Noahpinion | · | Argues U.S. data-center bans will shift investment abroad without slowing AI progress. | · | tweet ↗ |
| 2026-08-22 | · | @Noahpinion | · | Frames competing explanations for rising long-term interest rates, including debt and AI investment. | · | tweet ↗ |
| 2026-08-21 | · | @Noahpinion | · | Argues bond markets are increasingly concerned about rapidly growing U.S. government debt. | · | tweet ↗ |
| 2026-08-21 | · | @Noahpinion | · | Presents a fiscal-policy framework that austerity can be appropriate depending on economic conditions. | · | 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.