Author

@TimDuy 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
2

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 signals2receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-07·@TimDuy·Says expected Fed policy will not materially slow economic activity.·
2026-10-05·@TimDuy·Sarcastically criticizes the claimed social and inflationary benefits of AI.·

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.