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
+0.23
hit rate
44%
mean α
+0.53%
signals 14d
19
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 9 scored bets: 44% hit rate, +0.53% mean alpha, trader score +0.23. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 1 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @TheCompoundNews | · | Cites a warning that politicians will exploit government debt levels as a scare tactic. | · | tweet ↗ |
| 2026-08-28 | · | @TheCompoundNews | · | Challenges the conceptual basis of the 2% inflation target. | · | tweet ↗ |
| 2026-08-28 | · | @TheCompoundNews | · | Promotes a substantive bear-case discussion about the AI sector. | · | tweet ↗ |
| 2026-08-27 | · | @TheCompoundNews | · | Cites the market's 10% long-run return while noting annual returns rarely equal exactly 10%. | · | tweet ↗ |
| 2026-08-26 | · | @TheCompoundNews | · | Promotes behavioral-investing content about why intuition is unreliable in stock selection. | · | tweet ↗ |
| 2026-08-26 | · | @TheCompoundNews | · | Raises an analogy between the internet buildout and current AI capital spending. | · | tweet ↗ |
| 2026-08-25 | · | @TheCompoundNews | · | Endorses the view that tariffs and war will increase inflation. | · | tweet ↗ |
| 2026-08-25 | · | @TheCompoundNews | · | Reports 71% year-over-year technology-sector earnings growth in Q2 2026. | · | tweet ↗ |
| 2026-08-24 | · | @TheCompoundNews | · | Headline argues Big Tech investment behavior implies no recession is expected. | · | tweet ↗ |
| 2026-08-24 | SPX | @TheCompoundNews | +0.25 | Frames real yields as the rate driver and discusses three routes to new S&P highs. | · | tweet ↗ |
| 2026-08-24 | SNDK | @TheCompoundNews | +0.35 | Headline highlights an unexpected Sandisk price boom without further analysis. | -0.5% | tweet ↗ |
| 2026-08-23 | · | @TheCompoundNews | · | Explicitly describes bonds as the world's most hated asset class. | · | tweet ↗ |
| 2026-08-22 | · | @TheCompoundNews | · | Reports that over 30% of workers lack access to an employer retirement plan. | · | tweet ↗ |
| 2026-08-21 | · | @TheCompoundNews | · | Characterizes the current market as an unusually strange bull market. | · | tweet ↗ |
| 2026-08-21 | · | @TheCompoundNews | · | Promotes a discussion of bull markets, AI spending, valuations, rotation, debt, and bearish narratives. | · | 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.