Author
@TimDuy TimDuy
grade Ax.com/TimDuy ↗
Named macroeconomist dissecting Fed policy and a structurally-higher inflation regime
Posts (mostly via quote-tweets) original macroeconomic comme
trader score
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hit rate
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mean α
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signals 14d
7
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).
Recent signals7receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-27 | · | @TimDuy | · | A hot August inflation print would barely change the three-month average as May rolls off. | · | tweet ↗ |
| 2026-08-26 | · | @TimDuy | · | Argues rapid chip depreciation can accelerate replacement demand. | · | tweet ↗ |
| 2026-08-25 | · | @TimDuy | · | Sarcastically mocks the idea that improved consumer sentiment must imply a worse future. | · | tweet ↗ |
| 2026-08-24 | · | @TimDuy | · | Recalls Treasury describing roughly $800 billion as a prudent cash-holding level. | · | tweet ↗ |
| 2026-08-24 | · | @TimDuy | · | Speculates Bessent targeted the 30-year Treasury because lower liquidity could make it easier to move. | · | tweet ↗ |
| 2026-08-23 | · | @TimDuy | · | Fed official Goolsbee characterized the last three inflation readings as encouraging. | · | tweet ↗ |
| 2026-08-21 | · | @TimDuy | · | Argues job losses undermine simultaneous 3% growth and deficit targets | · | 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.