Author
@rev_cap rev_cap
grade Ax.com/rev_cap ↗
Macro framework thinker pushing a structural-inflation, wealth-effect economy thesis
Builds and debates a top-down macro model of inflation, Fed
trader score
-0.09
hit rate
40%
mean α
-0.08%
signals 14d
55
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 10 scored bets: 40% hit rate, -0.08% mean alpha, trader score -0.09. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @rev_cap | · | Author argues AI's labor-displacement addressable market is much smaller than commonly claimed. | · | tweet ↗ |
| 2026-08-28 | · | @rev_cap | · | Labor shortages are presented as evidence against the prevailing AI-displacement narrative. | · | tweet ↗ |
| 2026-08-28 | · | @rev_cap | · | A 20% equity decline is expected to reduce AI, neocloud, hyperscaler and SpaceX spending. | · | tweet ↗ |
| 2026-08-27 | · | @rev_cap | · | Author argues the Fed selectively emphasizes inflation measures that imply convergence to 2%. | · | tweet ↗ |
| 2026-08-27 | · | @rev_cap | · | Author says Taylor Rule models imply 5–6% rates and criticizes Powell and Warsh for favoring easier policy. | · | tweet ↗ |
| 2026-08-27 | · | @rev_cap | · | Expects Jackson Hole to be uneventful and Warsh to prioritize balance-sheet reduction while delaying action. | · | tweet ↗ |
| 2026-08-26 | · | @rev_cap | · | Argues earnings strength persists because policy and economic drivers have not changed. | · | tweet ↗ |
| 2026-08-25 | · | @rev_cap | · | Skeptically frames AI's huge TAM, labor claims, deflationary effects, and required capex as contradictory. | · | tweet ↗ |
| 2026-08-25 | · | @rev_cap | · | Sarcastically criticizes an inert Fed response to falling unemployment and rising inflation. | · | tweet ↗ |
| 2026-08-25 | · | @rev_cap | · | Argues policymakers must confront inflation, defense costs and budget constraints to avoid pain. | · | tweet ↗ |
| 2026-08-25 | · | @rev_cap | · | Criticizes policymakers for supporting stocks and stimulus rather than accepting a corrective decline. | · | tweet ↗ |
| 2026-08-25 | · | @rev_cap | · | Expects persistent inflation and high borrowing costs because policymakers avoid spending cuts. | · | tweet ↗ |
| 2026-08-24 | · | @rev_cap | · | Argues the unusually narrow advance is now reversing in the same concentrated fashion. | · | tweet ↗ |
| 2026-08-24 | · | @rev_cap | · | Expects years of incoherent policy between aggressive easing and Volcker-style inflation control. | · | tweet ↗ |
| 2026-08-24 | · | @rev_cap | · | Characterizes inflation as structural rather than temporary. | · | 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.