Author

@SullyCNBC SullyCNBC

CNBC anchor delivering causal energy-geopolitics and macro commentary with named sourcing

Real-time energy, oil/gasoline, OPEC+, Hormuz-geopolitics an

trader score
-1.01
hit rate
25%
mean α
-2.55%
signals 14d
9

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 8 scored bets: 25% hit rate, -2.55% mean alpha, trader score -1.01. Their last-14d mentions, direction-adjusted, have moved +17.6% since posting (mean over 1 mentions with price data).

Recent signals9receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15·@SullyCNBC·Dismisses a diesel deal as immaterial relative to global and U.S. fuel demand.·
2026-10-14·@SullyCNBC·AI debt, rates and geopolitical risks are said to leave markets fragile.·
2026-10-14CRWV@SullyCNBC-0.55Highlights major AI-stock declines and calls CoreWeave's bond situation important for markets.-17.6%
2026-10-13·@SullyCNBC·Highlights a strong same-day move in energy and refining stocks.·
2026-10-09·@SullyCNBC·Reports President Trump announcing a diesel-fuel agreement with Russia.·
2026-10-08·@SullyCNBC·States the median home sale price is $408,000.·
2026-10-07·@SullyCNBC·Reports a $77 million Gulf-to-Korea booking and rising physical oil prices.·
2026-10-07·@SullyCNBC·Argues that lowering housing capital-gains taxes could unlock home sales.·
2026-10-07·@SullyCNBC·Summarizes a bond rout, bank weakness and a six-day big-tech rally.·

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.