Author
@TheCompoundNews TheCompoundNews
Ritholtz Wealth media feed promoting podcasts with accessible macro framing
Posts teasers and quote-clips from The Compound's podcasts a
trader score
+0.75
hit rate
67%
mean α
+0.38%
signals 14d
25
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 6 scored bets: 67% hit rate, +0.38% mean alpha, trader score +0.75. Their last-14d mentions, direction-adjusted, have moved +1.2% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @TheCompoundNews | · | Cited view argues mortgage rates above 5% are not inherently destabilizing in normal conditions. | · | tweet ↗ |
| 2026-10-16 | AAPL | @TheCompoundNews | +0.45 | Headline frames Apple itself as the enduring next major winner. | +1.2% | tweet ↗ |
| 2026-10-15 | · | @TheCompoundNews | · | Highlights persistent concern about stock-market concentration. | · | tweet ↗ |
| 2026-10-14 | · | @TheCompoundNews | · | Promotes discussion of rates, AI hedging, concentration and housing pressure without a firm stance. | · | tweet ↗ |
| 2026-10-14 | · | @TheCompoundNews | · | Endorses diversification because future outcomes are unknowable. | · | tweet ↗ |
| 2026-10-14 | · | @TheCompoundNews | · | Bull-cycle base rate implies potential remaining upside from current gains. | · | tweet ↗ |
| 2026-10-13 | · | @TheCompoundNews | · | Argues post-2022 wealth gains accrued mainly to owners of non-depreciating assets. | · | tweet ↗ |
| 2026-10-12 | · | @TheCompoundNews | · | Advances a private-markets framework that manager selection drives outcomes. | · | tweet ↗ |
| 2026-10-12 | · | @TheCompoundNews | · | Headline implies a historical setup that preceded a sharp stock-market rally. | · | tweet ↗ |
| 2026-10-11 | · | @TheCompoundNews | · | Headline disputes the bond market's reputation as smart money. | · | tweet ↗ |
| 2026-10-11 | BTC | @TheCompoundNews | +0.65 | Headline asserts that Bitcoin's next major rally may already be underway. | · | tweet ↗ |
| 2026-10-09 | · | @TheCompoundNews | · | Notes rising rates but argues the development is not entirely negative | · | tweet ↗ |
| 2026-10-09 | · | @TheCompoundNews | · | Argues investors should remain exposed to avoid missing the market's best days | · | tweet ↗ |
| 2026-10-08 | · | @TheCompoundNews | · | States stocks have an impressive historical win rate over bonds across ten-year periods. | · | tweet ↗ |
| 2026-10-08 | · | @TheCompoundNews | · | Reports an IRS crackdown on tax-aware investing strategies and discusses potential adviser risks. | · | 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.