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@APompliano ·
Coverage 15 Apr 2026 – 20 Oct 2026
Caller Score
—
Low sample: 3 more calls to rank
Scored calls
12
0 pending · 0 unresolved
Hit rate
66.7%
4 correct / 2 incorrect · 6 neutral
Avg return / call
+2.40%
Avg return per call (each call's stated horizon)
Following every call
+28.8%
Equal stake on all 12 calls resolved so far
Mean alpha
+2.51%
Return minus the same bet on BTC (BTC calls vs cash)
Each component is shrunk toward the cohort mean by sample size (k = 20) and ranked as a percentile among callers in this view; the weighted blend (75) orders the cohort, and the Caller Score is the position in it. 0% of these calls stated a timeframe.
| Component | Value | Percentile | Weight |
|---|---|---|---|
| Hit rateShare of directional calls that were right (neutral moves excluded) | 68.1% | 88 | 20% |
| Follow-the-calls drawdownWorst peak-to-trough of taking every call at equal stake (lower is better) | −4.9% | 76 | 15% |
| Mean alphaAverage return minus the same bet on BTC over the same period | +2.51% | 88 | 25% |
By month resolved · Stated horizon
2 records · every scored call links to its source post and price evidence
“Bitcoin had a great run over the last 30 days. But investors are not selling their public stocks to buy bitcoin, rather they are converting stablecoins into bitcoin which suggests there is much more appreciation to come. https://t.co/33CZFxcD1X”
| ConsistencyShare of the window's weeks (days for short windows) with a scored call |
| 33.3% |
12 |
| 15% |
| Risk-adjusted returnMean alpha divided by the volatility of the assets called | 0.41 | 88 | 25% |
All time · stated
“The government’s CPI measurement just came in at 3.8% This has been largely driven by higher energy prices, but the most important question is whether these increased levels will be sustainable or not? There are structural deflationary forces swallowing the US economy from tariffs, deportations, artificial intelligence, and robotics. These are offsetting some, but not all, of the impact from higher energy prices. If energy prices have found a new equilibrium at these higher levels, inflation will be persistent. But if energy prices are higher only temporarily, then I would expect inflation to come back down quickly. Regardless of the government’s number, one thing is clear for investors: owning scarce, hard assets will be a winning strategy. Bitcoin, gold, real estate, and various other commodities. I used to joke about the “Crazy Uncle” portfolio of gold, guns, land, and bitcoin. I don’t think that will be a bad strategy going forward though.”