Author
@Stansberry Stansberry
Institutional research brand pairing passive-flow macro warnings with quality-compounder and moat stock theses
Publishes reasoned long-term investment frameworks and singl
trader score
+1.29
hit rate
60%
mean α
+0.56%
signals 14d
42
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 20 scored bets: 60% hit rate, +0.56% mean alpha, trader score +1.29. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @Stansberry | · | Warns that rising yields, persistent inflation and government debt pose material macro risks. | · | tweet ↗ |
| 2026-08-28 | · | @Stansberry | · | Explains that recessions are difficult to forecast because unpredictable shocks often trigger them. | · | tweet ↗ |
| 2026-08-28 | · | @Stansberry | · | Educational discussion of using the 200-day moving average to identify long-term trends. | · | tweet ↗ |
| 2026-08-27 | CSCO | @Stansberry | +0.55 | Frames AI data-center demand as a potential long-term Cisco comeback catalyst. | -2.0% | tweet ↗ |
| 2026-08-27 | CSCO | @Stansberry | +0.75 | Calls Cisco crucial to AI data centers and promotes it as the author's top AI stock. | -2.0% | tweet ↗ |
| 2026-08-27 | · | @Stansberry | · | Argues persistent 3% inflation is a materially larger problem than commonly perceived. | · | tweet ↗ |
| 2026-08-27 | NFLX | @Stansberry | +0.50 | Argues Netflix's ad-supported tier creates an important new growth stream. | +2.4% | tweet ↗ |
| 2026-08-26 | · | @Stansberry | · | Flags Friday's Jackson Hole address and notes the Fed Chair controls only one of 12 votes. | · | tweet ↗ |
| 2026-08-26 | · | @Stansberry | · | Says long-term yields are rising during Fed cuts and attributes the unusual divergence to inflation. | · | tweet ↗ |
| 2026-08-25 | CRWV | @Stansberry | -0.70 | Relays Whitney Tilson's strongly negative assessment of CoreWeave's financials. | -4.3% | tweet ↗ |
| 2026-08-25 | CRWV | @Stansberry | -0.60 | Warns CoreWeave is exposed to OpenAI trouble and has weak operating profitability. | -4.3% | tweet ↗ |
| 2026-08-25 | · | @Stansberry | · | Highlights rising long yields despite Fed cuts as a possible inflation warning. | · | tweet ↗ |
| 2026-08-25 | NFLX | @Stansberry | +0.40 | Publisher cites a long-term bullish Netflix growth view while questioning current valuation. | -0.6% | tweet ↗ |
| 2026-08-25 | · | @Stansberry | · | War-driven migration is framed as economically beneficial for neighboring countries. | · | tweet ↗ |
| 2026-08-24 | NFLX | @Stansberry | +0.05 | Highlights improving fundamentals and a 50% decline but leaves buy-versus-downside unresolved. | +2.1% | 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.