equitybuy

PM

Trust-weighted public proof page for PM. See which authors support it, which ticker theses it belongs to, and how thesis calls have performed.

Opportunity

91 / 100

Current score

1.60

Thesis calls

Active decisions

Recent proof-backed thesis calls

Public preview of asset-level thesis calls linked to source content, observed prices, and outcomes.

citrinixopen

Post is commentary on Fed Governor Waller’s remarks (via Nick Timiraos) criticizing an “I know it when I see it” approach to inflation, implying preference for traditional, defined inflation measures rather than a looser/global-macro narrative. No explicit trade, asset, or ticker is mentioned.

Mentioned: Jul 13, 2026, 5:03 PM EDTConviction: 60 / 100

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Source: Citrini @citrini 58m Waller basically just called every global macro PM a gooner. Nick Timiraos @NickTimiraos 4h Wall...

thelapurchaserxopen

A humorous/behavioral quip about internal pitching dynamics between analysts and portfolio managers. No market, macro, sector, or company-specific content; no cashtags; no catalysts. Not actionable for trading.

Mentioned: Jun 17, 2026, 8:16 PM EDTConviction: 60 / 100

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Source: TheLAPurchaser @TheLAPurchaser Oct 25, 2025 Note to analysts: Your PM not listening to you? Pitch it to his best frie...