Author

@sonalibasak sonalibasak

Bloomberg-style finance journalist connecting AI capex to credit, rates, and funding markets

Reports and synthesizes markets/finance commentary, threadin

trader score
+1.35
hit rate
78%
mean α
+2.13%
signals 14d
8

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, +2.13% mean alpha, trader score +1.35.

Recent signals8receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28·@sonalibasak·Describes AI's dominance of equity, debt, and M&A activity as a broad capital-markets theme.·
2026-08-26·@sonalibasak·Rising yields and trillion-dollar interest expense are framed as a worsening fiscal-deficit cycle.·
2026-08-24·@sonalibasak·Describes the Fed's housing-versus-tech-bubble policy dilemma amid elevated mortgage rates.·
2026-08-24·@sonalibasak·Describes a bearish fiscal-rate feedback loop as interest costs push long yields and deficits higher.·
2026-08-23·@sonalibasak·Argues AI will increase the value of trusted human financial advice rather than replace it.·
2026-08-21·@sonalibasak·Author highlights a sharp round trip in the 30-year Treasury market.·
2026-08-18·@sonalibasak·Argues 5% long-term yields are manageable for quality stocks while warning weak borrowers remain exposed.·
2026-08-17·@sonalibasak·Rising yields, debt service and term premium are framed as a reinforcing macro risk.·

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.