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
+0.92
hit rate
78%
mean α
+0.80%
signals 14d
25
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 9 scored bets: 78% hit rate, +0.80% mean alpha, trader score +0.92. Their last-14d mentions, direction-adjusted, have moved -2.2% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @RenMacLLC | · | Argues Warsh's speech effectively green-lights a September hike and warns long yields could destabilize if he retreats. | · | tweet ↗ |
| 2026-08-28 | · | @RenMacLLC | · | Argues Warsh did not clearly prepare markets for a rate hike and merely caught up with the FOMC. | · | tweet ↗ |
| 2026-08-28 | · | @RenMacLLC | · | Mockingly rejects the thesis that balance-sheet hawkishness would permit dovish rate policy. | · | tweet ↗ |
| 2026-08-28 | · | @RenMacLLC | · | Approves of Warsh aligning early with the FOMC's increasingly hawkish direction. | · | tweet ↗ |
| 2026-08-28 | · | @RenMacLLC | · | Quotes Warsh saying conditions are not restrictive and inflation trends have not meaningfully improved. | · | tweet ↗ |
| 2026-08-28 | SPX | @RenMacLLC | -0.28 | Shows weak breadth beneath a higher S&P close: ten sectors down, equal-weight lower and 44.5% advancers. | · | tweet ↗ |
| 2026-08-26 | · | @RenMacLLC | · | Says loose financial conditions are making the FOMC's inflation target harder to reach | · | tweet ↗ |
| 2026-08-26 | · | @RenMacLLC | · | Notes market-based core inflation has been soft but underemphasized by the FOMC | · | tweet ↗ |
| 2026-08-26 | · | @RenMacLLC | · | Links US Senate control increasingly to the performance of AI | · | tweet ↗ |
| 2026-08-26 | · | @RenMacLLC | · | Argues 3% annualized core PCE and multiple pressures make near-term disinflation unlikely | · | tweet ↗ |
| 2026-08-26 | · | @RenMacLLC | · | Weak wage growth suggests reported real household consumption strength is overstated | · | tweet ↗ |
| 2026-08-25 | · | @RenMacLLC | · | Reports July home-sales weakness and a sharp drop in August buying intentions. | · | tweet ↗ |
| 2026-08-25 | · | @RenMacLLC | · | Reports weaker Richmond Fed services and declining Philly Fed non-manufacturing data. | · | tweet ↗ |
| 2026-08-25 | · | @RenMacLLC | · | Survey respondents remain unusually bullish on stocks over the next 12 months. | · | tweet ↗ |
| 2026-08-24 | · | @RenMacLLC | · | August regional Fed surveys show solid manufacturing but restrained services activity. | · | 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.