Jack Caffrey

· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
SPY long +8.8%
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SPY ×1
Recent Calls
SPY long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 100%
90d —
Average Return +8.8% Long Return +8.8% Short Return -
Average Return
7d +2.0%
30d +6.5%
90d —
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Thesis
Theme
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SPY SPDR S&P... SPDR S&P 500 ETF Trust
Long
Apr 15
$694.34
+8.8%
Broad market earnings accelerating beyond AI stocks.
Earnings are further accelerating this year, with more material earnings gains happening away from the concentrated AI-related equities. The broader market (S&P 500) should benefit as companies find a way to drive profitability, supported by high nominal GDP growth and the ability to pass through surcharges (price hikes) despite inflation and geopolitical uncertainty.
Macro
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