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
+0.21
hit rate
36%
mean α
+0.34%
signals 14d
22
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 11 scored bets: 36% hit rate, +0.34% mean alpha, trader score +0.21. Their last-14d mentions, direction-adjusted, have moved -3.5% since posting (mean over 4 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AAPL | @TheCompoundNews | -0.20 | Article title asks whether Apple has peaked, implying a skeptical framing but no thesis. | — | tweet ↗ |
| 2026-07-01 | · | @TheCompoundNews | · | S&P 500 profits expected to grow 23% with all sectors rising. | · | tweet ↗ |
| 2026-07-01 | MU | @TheCompoundNews | +0.25 | Podcast topics include margin debt, small-cap breakout, hyperscalers, and why Micron keeps ripping. | -5.5% | tweet ↗ |
| 2026-07-01 | · | @TheCompoundNews | · | Says margin debt will not help call a market top. | · | tweet ↗ |
| 2026-06-30 | · | @TheCompoundNews | · | Show promo lists broad market themes including bull market broadening and speculation. | · | tweet ↗ |
| 2026-06-29 | BOT | @TheCompoundNews | +0.35 | Podcast frames humanoid robots as a major investment opportunity and mentions RoboStrategy. | +7.0% | tweet ↗ |
| 2026-06-29 | · | @TheCompoundNews | · | Podcast discusses investing in power grid, AI bottlenecks, data centers and thematic ETFs. | · | tweet ↗ |
| 2026-06-27 | · | @TheCompoundNews | · | Quoted view says intra-theme rotation has helped avoid correction and may keep bull market going. | · | tweet ↗ |
| 2026-06-27 | · | @TheCompoundNews | · | Questions speculative mania narrative given high cash balances. | · | tweet ↗ |
| 2026-06-26 | · | @TheCompoundNews | · | Title asserts bull markets are hard to kill. | · | tweet ↗ |
| 2026-06-26 | MU | @TheCompoundNews | +0.35 | Podcast preview discusses AI bubble fears, Micron run, inflation, gold, Bitcoin, and bull market legs. | -13.8% | tweet ↗ |
| 2026-06-26 | BTC | @TheCompoundNews | +0.20 | Podcast preview discusses AI bubble fears, Micron run, inflation, gold, Bitcoin, and bull market legs. | · | tweet ↗ |
| 2026-06-25 | · | @TheCompoundNews | · | Title says diversification is finally working again. | · | tweet ↗ |
| 2026-06-25 | · | @TheCompoundNews | · | Quote says diversification reduces need to predict the future. | · | tweet ↗ |
| 2026-06-24 | SPY | @TheCompoundNews | -0.10 | Podcast framing says everything is outperforming S&P 500 and diversification is working again. | +1.6% | 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.