Author

@tomkeene tomkeene

Bloomberg markets journalist relaying macro frameworks, base rates, and credible voices

Curates and editorializes markets/macro commentary, mostly v

trader score
·
hit rate
·
mean α
·
signals 14d
11

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). Their last-14d mentions, direction-adjusted, have moved -1.8% since posting (mean over 4 mentions with price data).

Recent signals11receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-13C@tomkeene+0.00Compares 2025 profit-before-provisions margins across four major banks.-3.1%
2026-10-13WFC@tomkeene+0.00Compares 2025 profit-before-provisions margins across four major banks.+2.0%
2026-10-13JPM@tomkeene+0.00Compares 2025 profit-before-provisions margins across four major banks.+0.0%
2026-10-13BAC@tomkeene+0.00Compares 2025 profit-before-provisions margins across four major banks.-6.3%
2026-10-10·@tomkeene·Quoted headline calls this a phenomenal time to be an investor·
2026-10-10·@tomkeene·Headline warns bond-market discipline is returning·
2026-10-10·@tomkeene·Quoted headline calls this a phenomenal time to be an investor·
2026-10-09·@tomkeene·Argues markets often confuse expensive glamour stocks with fundamentally robust growth.·
2026-10-07·@tomkeene·Endorses research arguing that high valuation multiples do not reliably identify fundamental growth.·
2026-10-05·@tomkeene·Shares a wealth-creation framework, but the linked article contains the substantive analysis.·
2026-10-04·@tomkeene·Highlights a view that investors need to give more consideration to fixed income.·

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.