Public track record

84% accurate · 28 calls · 3 wrong

Every high-signal call is scored after 28 days, right and wrong alike. Calls marked Backtest were scored against the public record after the event, before the live ledger started.

Calls are directional, and many of them say that a much-discussed move will not land inside the window. Over 28 days inertia beats action more often than the headlines suggest, which is where most of the edge comes from.

  • WrongRetail & E-commerceBacktest

    Amazon will show tariff costs as a separate line to shoppers within 28 days.

    Who shows the tariff on the receipt

    What happened: Amazon said the idea was never approved and would not ship. Rivals kept the cost inside the price instead of itemising it.

  • CorrectMarketing & GrowthBacktest

    The court will find Google liable for monopolising open-web ad tech within 28 days.

    Google's ad tech goes to trial

    What happened: The ruling landed on 17 April 2025: illegal monopolies in publisher ad servers and exchanges, with remedies pushed to a later phase.

  • CorrectSupply Chain & LogisticsBacktest

    The reciprocal tariff schedule will be paused or renegotiated within 28 days.

    Reciprocal tariffs land on every trading partner

    What happened: A 90-day pause arrived on 9 April 2025 for most partners, with China excluded. Sourcing plans built on the published schedule had a week of shelf life.

  • WrongFood & AgriTechBacktest

    Record wholesale egg prices will hold through the next 28 days.

    Egg prices as the new inflation symbol

    What happened: Wholesale prices fell hard through late March as flocks recovered and demand cooled. Retail shelves lagged the drop, which is what kept the story alive.

  • CorrectSupply Chain & LogisticsBacktest

    China will impose new export controls on heavy rare earths within 28 days.

    China picks its retaliation instrument

    What happened: Controls on seven heavy rare earths and magnets followed on 4 April 2025, hitting defence and motor supply chains rather than consumer prices.

  • PartialESG & Impact InvestingBacktest

    The SEC will formally rescind the climate-disclosure rule within 28 days.

    The SEC climate rule under a new chair

    What happened: The Commission voted on 27 March 2025 to stop defending the rule in court, which killed it in practice. Formal rescission did not happen in the window.

  • CorrectCloud & DevOpsBacktest

    Microsoft will restate its fiscal-year AI capex plan rather than cut it, despite the cancelled-lease report.

    Analysts call the top of the AI data-centre build

    What happened: Microsoft reaffirmed roughly 80 billion dollars of AI infrastructure spend for the year. Moving leases around was a reshuffle, not a retreat.

  • CorrectHealthTech & MedTechBacktest

    No foundation-model diagnostic will clear FDA Class II in the next 28 days, whatever the vendor briefings promise.

    Foundation-model diagnostic clearance

    What happened: Nothing cleared in the window. The files stayed in the normal device queue on standard review timelines, so procurement had no new option to evaluate.

  • PartialSaaS & B2B SoftwareBacktest

    Salesforce or Adobe will announce a list-price hike or a tighter AI credit meter within 28 days.

    Metered AI inside the enterprise suite

    What happened: Packaging and credit language tightened on the enterprise side. A clean, dated list-price hike in that exact window did not land.

  • WrongSpace & Deep TechBacktest

    IM-2 will land upright and complete its planned surface mission.

    The second commercial shot at the lunar south pole

    What happened: Athena landed on 6 March 2025 inside a crater and ended up on its side. The mission was called off within hours, the same failure mode as the first attempt.

  • CorrectCloud & DevOpsBacktest

    Broadcom will not restore perpetual VMware licensing within 28 days, whatever the customer pressure.

    VMware customers push back on Broadcom licensing

    What happened: Perpetual licences stayed dead. Broadcom kept the subscription bundles and moved the argument to renewal terms.

  • CorrectLegal & RegTechBacktest

    The Commission will not announce a 28-day delay that pushes GPAI duties out of 2025.

    EU AI Act GPAI clock

    What happened: The 2025 GPAI clock held. Industry got guidance, not a calendar reset.

  • CorrectFood & AgriTechBacktest

    USDA will announce a new federal package on egg supply and avian flu within 28 days.

    Avian flu empties the egg aisle

    What happened: USDA published a multi-pronged plan on 26 February 2025, roughly a billion dollars across biosecurity, farmer aid and imports.

  • CorrectESG & Impact InvestingBacktest

    The Commission will propose delaying and narrowing CSRD rather than repealing it within 28 days.

    Brussels reopens the sustainability reporting file

    What happened: The Omnibus package of 26 February 2025 pushed reporting waves back and cut scope. The stop-the-clock directive followed in April.

  • CorrectAI & TechBacktest

    Within 28 days, at least one of OpenAI, Google, or Anthropic will cut reasoning-API list prices or ship a cheaper reasoning SKU.

    DeepSeek R1 resets the reasoning-price floor

    What happened: Western labs answered with cheaper reasoning tiers and aggressive price cuts in the weeks after R1. The price floor moved.

  • CorrectAI & TechBacktest

    US export-control action in the next 28 days will stay on chips and tooling, with no binding restriction on shipping model weights.

    Export-control overreach after the DeepSeek shock

    What happened: No weights restriction landed. Washington kept the perimeter on hardware and tooling, so EU deployment plans did not need rewriting.

  • CorrectCrypto & Web3Backtest

    No top-five US bank will open a retail bitcoin desk in the next 28 days. ETF wrappers stay the compliant route.

    A bank desk for retail bitcoin

    What happened: No retail desk opened in the window. New exposure kept arriving through ETF wrappers, which is where the fee pool actually sat.

  • CorrectCleanTech & EnergyBacktest

    Congress will not pass a full IRA repeal in the first 28 days of the new administration.

    IRA in the first month

    What happened: No full repeal cleared Congress in that window. Credit risk stayed in guidance and appropriations, not a statute wipe.

  • CorrectHR & Future of WorkBacktest

    More than 50,000 federal employees will accept the deferred-resignation offer within 28 days.

    A buyout offer to the federal workforce

    What happened: Roughly 75,000 acceptances were reported on 12 February 2025, above the range most HR commentary expected.

  • CorrectCrypto & Web3Backtest

    Combined US spot bitcoin ETFs will post at least one week with net inflows above $1B in the next 28 days.

    Spot bitcoin ETF flow regime

    What happened: Issuer flow tallies cleared the $1B weekly inflow print inside the window. The bid was still institutional, not retail-only.

  • CorrectReal EstateBacktest

    The US 30-year mortgage rate will stay above 6.5% for the next 28 days.

    Mortgage rates after the hold

    What happened: Freddie Mac's survey print stayed above 6.5% through the window. The cheap-mortgage relief did not arrive.

  • CorrectRetail & E-commerceBacktest

    The de minimis suspension will be paused or walked back within 28 days.

    De minimis ends for China shipments

    What happened: A pause landed on 7 February 2025, holding until customs systems could process the volume. The definitive end came in May.

  • CorrectNetworking & CybersecurityBacktest

    The US DOJ will sue to block or delay the HPE–Juniper close within 28 days.

    HPE–Juniper sits in front of DOJ

    What happened: DOJ filed on 30 January 2025 to stop the deal. The close slipped into a court fight.

  • CorrectFinance & InvestingBacktest

    The January 2025 FOMC will hold the funds rate unchanged.

    January FOMC after the inauguration

    What happened: The Fed held. The statement stayed on patience, not a pre-committed cut.

  • PartialFinance & InvestingBacktest

    The next FOMC statement will explicitly pre-commit a March rate cut.

    A written March cut

    What happened: The Fed kept a door open and stressed data-dependence. It did not pre-commit March in the statement.

  • CorrectMarketing & GrowthBacktest

    TikTok will be back in US service within a week, with enforcement suspended rather than applied.

    TikTok goes dark on a Saturday night

    What happened: Service returned inside a day and enforcement was set aside. Moving budgets off the platform that week would have been the expensive mistake.

  • CorrectHR & Future of WorkBacktest

    Another major US bank will announce a five-day office mandate within 28 days.

    Five days back in the office on Wall Street

    What happened: JPMorgan told staff in January 2025 to return five days a week from March. Hybrid policies at that tier stopped being a retention argument.

  • CorrectSpace & Deep TechBacktest

    New Glenn will reach orbit on its first flight but fail to land the booster.

    New Glenn's first flight

    What happened: The upper stage made orbit on 16 January 2025 and the booster was lost on the return. A second operator in heavy lift, without reuse economics yet.

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