The Monsters of Finance XGhosts

Ghost · No. 05 of 10

Paulo Macro

@PauloMacro

Anonymous speculator whose oil and credit calls read like a bank research note without the disclaimers.
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What makes a Ghost

Nobody knows who runs these accounts, and it doesn't matter. One chart or thread from a Ghost can change how a whole desk thinks about a stock.

The other ghosts

Anonymous, and the market listens anyway.

  1. No. 01: Wall St Engine@wallstengine

    No name, no face, and somehow the earnings print is on your feed before the stock has finished moving.

  2. No. 02: Markets & Mayhem@Mayhem4Markets

    Pseudonymous macro account whose read on risk is the first tab a lot of traders open.

  3. No. 03: Boring_Business@BoringBiz_

    Faceless account that got thousands of people excited about the cash flow of car washes and laundromats.

  4. No. 04: Macro Charts@MacroCharts

    Thirty years on the buy side without ever posting a name, and the sentiment charts still get passed around.

  5. No. 06: Mostly Borrowed Ideas@borrowed_ideas

    Unsigned equity research that institutional desks quietly read before every earnings call.

  6. No. 07: modest proposal@modestproposal1

    Pseudonymous buy-side veteran who can reprice a narrative with a single unexplained link.

  7. No. 08: Couch Investor@Couch_Investor

    Anonymous growth analyst who got to the AI infrastructure trade early, without leaving the couch.

  8. No. 09: Junk Bond Analyst@junkbondanalyst

    Covers distressed credit without a name and reads the full indenture so nobody else has to.

  9. No. 10: Masa Capital@MasaSonCap

    Anonymous TMT investor who disappears for weeks and comes back with a full EV build.