Author
@TruthGundlach TruthGundlach
grade Bx.com/TruthGundlach ↗
Contrarian credit skeptic dissecting the private-credit boom's marks and NAV mechanics
Posts skeptical, mechanistic commentary on private credit an
trader score
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hit rate
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mean α
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signals 14d
3
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 signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @TruthGundlach | · | Warns executive stepping down after overnight NAV markdown may signal institutional failure. | · | tweet ↗ |
| 2026-06-26 | SPCX | @TruthGundlach | -0.45 | Says SPCX BBB bonds sold at BB-like spreads and would trade like B absent ratings arbitrage. | · | tweet ↗ |
| 2026-06-24 | · | @TruthGundlach | · | Bearish commentary on private credit: DOJ probe, redemptions, valuation fraud lawsuits. | · | 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.