@SpecialSitsNews SpecialSitsNews

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

SpecialSitsNews is mostly running a macro/news tape: Iran-Hormuz ceasefire mechanics, hawkish Fed reads, oil ETF moves, and fiscal-debasement hedges. The distinctive trade call was buying oil exposure around $76 while still reporting bearish supply/MOU headlines, alongside a constructive gold/silver/bitcoin debasement view and skepticism toward parts of the AI hardware/neocloud complex. Late-week attention shifted back to geopolitical fragility and China credit stress, while semis showed both record ETF inflows and renewed concern over cheaper Chinese AI models.

Conviction flipped most clearly in oil: the author reported several bearish MOU, supply, and Strait reopening signals, then explicitly bought oil exposure at $76 on June 17. Debasement conviction intensified late week with GLD first flagged after rates likely peaked, then broadened to GLD, SLV, and IBIT on deficit and money-printing logic. AI remained two-sided but skewed more cautious by the end, moving from compute-demand and semiconductor-flow positives to cheaper Chinese model and AI cloud profitability concerns.

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.