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 |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @TimDuy | · | Says environment is largely positive despite chart implying pandemic-like weakness. | · | tweet ↗ |
| 2026-07-01 | · | @TimDuy | · | Framework on inflation's corrosive effects and pre-pandemic Fed price stability. | · | tweet ↗ |
| 2026-06-25 | · | @TimDuy | · | Says Fed remains anchored in pre-pandemic era despite economy breaking free. | · | tweet ↗ |
| 2026-06-25 | · | @TimDuy | · | Discusses Fed dots and neutral rate as policy anchor. | · | tweet ↗ |
| 2026-06-22 | · | @TimDuy | · | Core PCE inflation rose from 2.8% in October to 3.3% by March. | · | tweet ↗ |
| 2026-06-20 | · | @TimDuy | · | Frames a revolt as reaction against persistently high inflation. | · | tweet ↗ |
| 2026-06-19 | · | @TimDuy | · | Argues Fed independence is pointless unless it has responsibility for inflation. | · | 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.