Author
@RenMacLLC RenMacLLC
Institutional macro research shop with proprietary quant models and mechanistic transmission reasoning
Publish top-down macro research, forecasts and proprietary m
trader score
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hit rate
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mean α
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signals 14d
28
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). Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @RenMacLLC | · | Reports five- and ten-year professional-forecaster PCE inflation expectations drifting to 2.5% and 2.3%. | · | tweet ↗ |
| 2026-10-15 | · | @RenMacLLC | · | Reports three-month ex-gasoline consumption growth slowing to 3.5% SAAR, one point below its yearly pace. | · | tweet ↗ |
| 2026-10-15 | · | @RenMacLLC | · | Reports solid October regional PMIs and strong capital-spending intentions consistent with durable-goods growth. | · | tweet ↗ |
| 2026-10-14 | · | @RenMacLLC | · | Describes rotation toward defensives and quality as credit conditions deteriorate. | · | tweet ↗ |
| 2026-10-14 | · | @RenMacLLC | · | Flags a discussion of technology money rotating into healthcare and real-rate effects. | · | tweet ↗ |
| 2026-10-14 | · | @RenMacLLC | · | Beige Book reports robust or intensifying price growth across many districts. | · | tweet ↗ |
| 2026-10-14 | · | @RenMacLLC | · | Argues the Fed risks needing larger later hikes if it skips October. | · | tweet ↗ |
| 2026-10-14 | · | @RenMacLLC | · | Criticizes the New York Fed president as overly relaxed about inflation. | · | tweet ↗ |
| 2026-10-14 | · | @RenMacLLC | · | Uses six weeks of falling mortgage applications to forecast weaker Q4 home resales. | · | tweet ↗ |
| 2026-10-13 | · | @RenMacLLC | · | Reports worsening poor-sales concerns in the September NFIB survey. | · | tweet ↗ |
| 2026-10-12 | · | @RenMacLLC | · | Reports that several officials favor skipping an October policy move. | · | tweet ↗ |
| 2026-10-11 | SPX | @RenMacLLC | -0.20 | Highlights a divergence between the S&P rally and junk bonds as a possible market warning. | · | tweet ↗ |
| 2026-10-11 | SPX | @RenMacLLC | -0.20 | Highlights a divergence between the S&P rally and junk bonds as a possible market warning. | · | tweet ↗ |
| 2026-10-10 | · | @RenMacLLC | · | Reports that the top 1% of users drive 80% of enterprise AI spending. | · | tweet ↗ |
| 2026-10-10 | · | @RenMacLLC | · | Questions whether AI spending is delivering the expected exponential growth. | · | 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.