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
+0.12
hit rate
43%
mean α
+0.03%
signals 14d
49
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 7 scored bets: 43% hit rate, +0.03% mean alpha, trader score +0.12. Their last-14d mentions, direction-adjusted, have moved -1.6% since posting (mean over 2 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-14 | · | @rev_cap | · | Warns of a price-fiscal-deficit spiral linked to a 3.5% Social Security COLA. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Frames government benefit indexation as a price-wage-style inflation spiral. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Argues policy cycles dominate markets because institutional credibility has collapsed. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Says markets now hinge on policy manipulation, bond issuance and MBS rather than economics. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Rejects the traditional business cycle in favor of a deficit, inflation and AI-funding regime. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Argues business-cycle outcomes increasingly depend on fiscal and Fed policy choices. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Claims the market or macro process is in a second wave, but the link is needed for specifics. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Mocks persistently above-target inflation under Powell. | · | tweet ↗ |
| 2026-10-14 | · | @rev_cap | · | Rejects the agentic-AI bull case because existing consumer apps are already highly efficient. | · | tweet ↗ |
| 2026-10-13 | · | @rev_cap | · | Argues Western transfer payments suppress business cycles and creative destruction. | · | tweet ↗ |
| 2026-10-13 | · | @rev_cap | · | Argues U.S. corporate subsidies are supporting the fixed-investment and capital-expenditure boom. | · | tweet ↗ |
| 2026-10-13 | · | @rev_cap | · | Says transfer payments and wealth effects, rather than wages, are now the key drivers of inflation. | · | tweet ↗ |
| 2026-10-13 | · | @rev_cap | · | Predicts a 1970s-style inflation regime driven by deficits, transfer payments and loose-policy wealth effects. | · | tweet ↗ |
| 2026-10-11 | · | @rev_cap | · | Argues superhuman AI adoption is diffusing slowly, with limited call-center displacement so far. | · | tweet ↗ |
| 2026-10-10 | · | @rev_cap | · | Contrasts $2 trillion of AI capex with only 4% call-center workforce replacement. | · | 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.