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
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) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-07 | · | @TruthGundlach | · | Quotes Trump claiming inflation will rapidly pay down the $40 trillion national debt. | · | tweet ↗ |
| 2026-10-05 | · | @TruthGundlach | · | Argues Los Angeles's mansion tax reduced revenue, housing construction, and employment. | · | 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.