@profplum99 profplum99
Named PM with original mechanistic theory of passive flows and market structure
Develops and defends an original framework on how passive/in
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved +11.4% since posting (mean over 2 mentions with price data).
This window contains only one non-ticker cautious sentiment signal, focused on interpreting DFA ETF growth as mutual fund rotation rather than true active-management growth. There are no ticker-anchored calls, position disclosures, or news breaks to evaluate.
Insufficient ticker-level evidence to assess trade direction, conviction, or concentration. The only signal is a cautious non-ticker comment that DFA ETF growth reflects rotation from mutual funds rather than expansion of active demand.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @profplum99 | · | Interprets a chart on self-employed unincorporated workers and tax reform effects. | · | tweet ↗ |
| 2026-07-01 | · | @profplum99 | · | Says Truflation may be more accurate and useful for diagnosing a Fed error. | · | tweet ↗ |
| 2026-06-26 | SOXL | @profplum99 | -0.55 | Levered ETFs, especially SOXL, seen as likely candidate for another Volmaggedon. | -15.8% | tweet ↗ |
| 2026-06-25 | · | @profplum99 | · | Small cap value beat S&P after Covid lows but underperformed over five years. | · | tweet ↗ |
| 2026-06-24 | MU | @profplum99 | -0.25 | Warns larger winners can fall and cites Bloomberg analyst on AI memory capacity control. | -7.0% | tweet ↗ |
| 2026-06-22 | · | @profplum99 | · | Argues many active ETFs are not truly active and active flows remain negative net of mutual funds. | · | 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.