Author
@tomkeene tomkeene
grade Cx.com/tomkeene ↗
Bloomberg markets journalist relaying macro frameworks, base rates, and credible voices
Curates and editorializes markets/macro commentary, mostly v
trader score
-0.45
hit rate
40%
mean α
-0.84%
signals 14d
12
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 5 scored bets: 40% hit rate, -0.84% mean alpha, trader score -0.45. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 1 mentions with price data).
Recent signals12receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | · | @tomkeene | · | Cites Yardeni saying bond vigilantes are not yet a concern unless yields approach nominal GDP growth. | · | tweet ↗ |
| 2026-08-25 | · | @tomkeene | · | Endorses criticism that artificial yield suppression delays resolution of solvency problems. | · | tweet ↗ |
| 2026-08-22 | · | @tomkeene | · | Headline warns that current U.S. fiscal policy is unsustainable. | · | tweet ↗ |
| 2026-08-22 | · | @tomkeene | · | Headline warns U.S. austerity may arrive through a disorderly adjustment. | · | tweet ↗ |
| 2026-08-22 | · | @tomkeene | · | Highlights Treasury volatility and U.S. debt reaching $40 trillion. | · | tweet ↗ |
| 2026-08-20 | AVGO | @tomkeene | +0.25 | A computing partnership may finance over 20 GW of capacity requiring hundreds of billions of dollars. | +1.3% | tweet ↗ |
| 2026-08-17 | · | @tomkeene | · | Endorses a dark and ominous view of duration attributed to Priya Misra. | · | tweet ↗ |
| 2026-08-15 | · | @tomkeene | · | Warns that chasing stocks can be as damaging as selling at a market bottom. | · | tweet ↗ |
| 2026-08-15 | · | @tomkeene | · | Headline says consumer activity is slowing while inflation pressures voters. | · | tweet ↗ |
| 2026-08-15 | · | @tomkeene | · | Reports Gen Z shifting money from stocks toward sports betting. | · | tweet ↗ |
| 2026-08-15 | · | @tomkeene | · | Relays the view that gold has remained in a bull market for 25 years. | · | tweet ↗ |
| 2026-08-15 | · | @tomkeene | · | Characterizes the American economy as K-shaped and financially squeezing households. | · | 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.