Author
@SullyCNBC SullyCNBC
grade Cx.com/SullyCNBC ↗
CNBC anchor delivering causal energy-geopolitics and macro commentary with named sourcing
Real-time energy, oil/gasoline, OPEC+, Hormuz-geopolitics an
trader score
-0.36
hit rate
40%
mean α
-0.82%
signals 14d
23
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 5 scored bets: 40% hit rate, -0.82% mean alpha, trader score -0.36. Their last-14d mentions, direction-adjusted, have moved -2.9% since posting (mean over 5 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @SullyCNBC | · | Reports shipowners said many alleged Hormuz mines were decoys or inflated trash bags. | · | tweet ↗ |
| 2026-08-27 | · | @SullyCNBC | · | Dismisses the bearish 'saaspocalypse' narrative as overused and unhelpful. | · | tweet ↗ |
| 2026-08-26 | · | @SullyCNBC | · | Argues poor policy and Nord Stream's destruction leave Europe structurally vulnerable on energy. | · | tweet ↗ |
| 2026-08-26 | · | @SullyCNBC | · | Warns Europe faces low gas inventories and constrained LNG supply ahead of winter. | · | tweet ↗ |
| 2026-08-26 | · | @SullyCNBC | · | Warns a cold European winter could worsen heating risk and energy poverty. | · | tweet ↗ |
| 2026-08-25 | · | @SullyCNBC | · | Observes that long-dated U.S. government yields moved less than 1% over 36 months. | · | tweet ↗ |
| 2026-08-25 | · | @SullyCNBC | · | Reports Hormuz news moving oil lower, including an 8% decline in the UAE Murban contract. | · | tweet ↗ |
| 2026-08-25 | · | @SullyCNBC | · | Reports oil lower and equities higher in the morning session. | · | tweet ↗ |
| 2026-08-24 | BP | @SullyCNBC | +0.45 | Argues policy changes could enable Iraqi pipeline rebuilding and benefit three oil producers. | -3.6% | tweet ↗ |
| 2026-08-24 | CVX | @SullyCNBC | +0.45 | Argues policy changes could enable Iraqi pipeline rebuilding and benefit three oil producers. | -0.6% | tweet ↗ |
| 2026-08-24 | COP | @SullyCNBC | +0.45 | Argues policy changes could enable Iraqi pipeline rebuilding and benefit three oil producers. | -2.2% | tweet ↗ |
| 2026-08-23 | TSLA | @SullyCNBC | +0.20 | Notes EV towing-range weakness but says he generally likes Teslas. | -3.9% | tweet ↗ |
| 2026-08-23 | TSLA | @SullyCNBC | +0.25 | Supports Tesla FSD while remaining strongly critical of EV towing range limitations. | -3.9% | tweet ↗ |
| 2026-08-23 | · | @SullyCNBC | · | Expresses continued willingness to buy an EV while criticizing mandatory one-pedal driving. | · | tweet ↗ |
| 2026-08-23 | · | @SullyCNBC | · | Reports conflicting US and Iranian claims about oil flows through Hormuz. | · | 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.