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
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hit rate
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mean α
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signals 14d
15
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Not yet in the scored-bets universe (fewer than 20 scoreable calls). Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-06-25 | · | @SullyCNBC | · | Hormuz threats expected to continue but likely not impact shipping materially. | · | tweet ↗ |
| 2026-06-24 | · | @SullyCNBC | · | Says gasoline prices have not fallen more yet but will with time. | · | tweet ↗ |
| 2026-06-24 | · | @SullyCNBC | · | Says oil is still important but less economically central than in the 70s and 80s. | · | tweet ↗ |
| 2026-06-24 | · | @SullyCNBC | · | Mentions oil flowing faster from the Strait of Hormuz. | · | tweet ↗ |
| 2026-06-23 | · | @SullyCNBC | · | Says oil is back to last year's price and gasoline prices will keep going down. | · | tweet ↗ |
| 2026-06-23 | · | @SullyCNBC | · | South Korean market down after a 250% gain in 12 months. | · | tweet ↗ |
| 2026-06-23 | · | @SullyCNBC | · | Cites Citi estimate that 10% oil price increase slows global growth by 10-20 bps. | · | tweet ↗ |
| 2026-06-22 | · | @SullyCNBC | · | Says it was a bad day for many big-cap tech stocks. | · | tweet ↗ |
| 2026-06-22 | CAT | @SullyCNBC | +0.25 | Chevron will fuel Microsoft Texas data center in 20-year natural gas deal; GEV/CAT involved. | -5.7% | tweet ↗ |
| 2026-06-22 | CVX | @SullyCNBC | +0.35 | Chevron will fuel Microsoft Texas data center in 20-year natural gas deal; GEV/CAT involved. | -3.3% | tweet ↗ |
| 2026-06-22 | GEV | @SullyCNBC | +0.25 | Chevron will fuel Microsoft Texas data center in 20-year natural gas deal; GEV/CAT involved. | -1.3% | tweet ↗ |
| 2026-06-22 | MSFT | @SullyCNBC | +0.15 | Chevron will fuel Microsoft Texas data center in 20-year natural gas deal; GEV/CAT involved. | +6.3% | tweet ↗ |
| 2026-06-20 | · | @SullyCNBC | · | Iran hard-liner statements about Hormuz closure can impact shipping flows and insurance behavior. | · | tweet ↗ |
| 2026-06-20 | · | @SullyCNBC | · | Hormuz status is tense and reactionary with contradictory headlines and unclear control. | · | tweet ↗ |
| 2026-06-20 | · | @SullyCNBC | · | Hormuz traffic ramping up with some ships now going in, easing flow concerns. | · | 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.