Author
@UrbanKaoboy UrbanKaoboy
grade Ax.com/UrbanKaoboy ↗
Pseudonymous structured-credit and oil-macro thinker fusing CLO mechanics with regime scenarios
Posts original macro frameworks (oil, USD, Fed, stagflation
trader score
+0.11
hit rate
38%
mean α
+0.15%
signals 14d
6
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 13 scored bets: 38% hit rate, +0.15% mean alpha, trader score +0.11. Their last-14d mentions, direction-adjusted, have moved -15.5% since posting (mean over 1 mentions with price data).
Recent signals6receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @UrbanKaoboy | · | Weekly macro themes: Hormuz fails to lift oil, USD pressures yen, Warsh says inflation risks fell. | · | tweet ↗ |
| 2026-07-02 | · | @UrbanKaoboy | · | Says CLO BB offers best risk-adjusted yield at 13% with 0.04% default rate. | · | tweet ↗ |
| 2026-07-01 | · | @UrbanKaoboy | · | Welcomes end of forward guidance and Fed-head parsing around FOMC. | · | tweet ↗ |
| 2026-06-30 | MU | @UrbanKaoboy | +0.00 | Mentions earnings data module update and points to MU results without giving numbers or stance. | -15.5% | tweet ↗ |
| 2026-06-29 | · | @UrbanKaoboy | · | Framework says Mag 7 underperformance and AI capex are ominous signs for market leadership. | · | tweet ↗ |
| 2026-06-21 | · | @UrbanKaoboy | · | AI benefits may be broad while frontier compute investors struggle to build durable moats. | · | 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.