← Edition for Monday, August 3, 2026

The Report Card · Monday, August 3, 2026

Yield Curve Inversion Deepens Ahead of Manufacturing Data

The persistent inversion of the two-year to ten-year Treasury yield curve will continue to weigh on equity sentiment as upcoming manufacturing PMIs confirm decelerating growth, pushing the S&P 500 lower on Monday.

D

Accuracy

38%

Correct

22/58

Brier score

0.289

lower is better

We got 22 of 58 calls right on Monday, August 3, 2026.

By Category

ForecastsF

7/13

54% accuracy

TradesF

2/10

20% accuracy

PredictionsD

11/25

44% accuracy

DriversF

0/5

0% accuracy

EarningsD

2/5

40% accuracy

Forecasts — what we said vs. what happened

F

We said

—

What happened

Predicted -0.80%, actual +1.48%.

Result +1.48% @ 7600.50

Wrong
F

We said

—

What happened

Predicted -0.70%, actual +1.78%.

Result +1.78% @ 28776.80

Wrong
F

We said

—

What happened

Predicted -0.90%, actual +1.32%.

Result +1.32% @ 53178.41

Wrong
F

We said

—

What happened

Predicted -1.20%, actual +1.73%.

Result +1.73% @ 2981.91

Wrong
F

We said

—

What happened

Predicted +3.50%, actual -0.81%.

Result -0.81% @ 15.86

Wrong
B

We said

—

What happened

Predicted +0.30%, actual +0.15%.

Result +0.15% @ 99.95

Right
F

We said

—

What happened

Predicted -0.05%, actual -1.24%.

Result -1.24% @ 4.69

Right
F

We said

—

What happened

Predicted -1.50%, actual -5.37%.

Result -5.37% @ 80.12

Right
D

We said

—

What happened

Predicted +0.70%, actual +1.53%.

Result +1.53% @ 4111.00

Right
B

We said

—

What happened

Predicted +0.90%, actual +1.25%.

Result +1.25% @ 58.31

Right
F

We said

—

What happened

Predicted -1.80%, actual +0.62%.

Result +0.62% @ 63875.98

Wrong
C

We said

—

What happened

Predicted -2.00%, actual -0.62%.

Result -0.62% @ 1870.88

Right
B

We said

—

What happened

Predicted +0.50%, actual +0.69%.

Result +0.69% @ 2.77

Right

Trades — what we said vs. what happened

F

We said

—

What happened

Stop 44.24 hit — -0.41%.

Result -0.41% @ 44.36

Wrong
F

We said

—

What happened

Stop 76.68 hit — -0.82%.

Result -0.81% @ 77.06

Wrong
F

We said

—

What happened

Stop 820.46 hit — -1.00%.

Result -1.00% @ 830.03

Wrong
A

We said

—

What happened

Target 153.12 hit — +1.50%.

Result +1.50% @ 155.06

Right
F

We said

—

What happened

Stop 370.22 hit — -0.40%.

Result -0.40% @ 371.71

Wrong
F

We said

—

What happened

Stop 482.83 hit — -0.80%.

Result -0.80% @ 484.64

Wrong
F

We said

—

What happened

Stop 228.42 hit — -0.41%.

Result -0.41% @ 229.16

Wrong
D

We said

—

What happened

Closed 51.01 for -0.59%.

Result -0.59% @ 51.01

Wrong
F

We said

—

What happened

Stop 381.98 hit — -0.38%.

Result -0.38% @ 382.43

Wrong
A

We said

—

What happened

Target 101.73 hit — +2.50%.

Result +2.50% @ 102.78

Right

Predictions — what we said vs. what happened

—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
F

We said

—

What happened

DUK closed -0.92%.

Result -0.92% @ 124.28

Wrong
F

We said

—

What happened

NEE closed -0.43%.

Result -0.43% @ 86.55

Wrong
F

We said

—

What happened

KMB closed -1.60%.

Result -1.60% @ 107.56

Wrong
A

We said

—

What happened

PG closed +0.33%.

Result +0.33% @ 144.97

Right
F

We said

—

What happened

GD closed -0.26%.

Result -0.26% @ 382.43

Wrong
F

We said

—

What happened

CL closed -5.37%.

Result -5.37% @ 80.12

Wrong
F

We said

—

What happened

MO closed -0.10%.

Result -0.10% @ 68.26

Wrong
F

We said

—

What happened

AMT closed -0.21%.

Result -0.21% @ 173.00

Wrong
F

We said

—

What happened

SPG closed -0.09%.

Result -0.09% @ 229.16

Wrong
A

We said

—

What happened

VZ closed +1.17%.

Result +1.18% @ 47.36

Right
F

We said

—

What happened

CAT closed +1.87%.

Result +1.87% @ 830.03

Wrong
F

We said

—

What happened

DE closed +2.09%.

Result +2.09% @ 605.06

Wrong
A

We said

—

What happened

XOM closed -0.24%.

Result -0.24% @ 155.06

Right
A

We said

—

What happened

CVX closed -1.85%.

Result -1.85% @ 193.18

Right
F

We said

—

What happened

AMD closed +1.78%.

Result +1.78% @ 484.64

Wrong
A

We said

—

What happened

F closed -1.70%.

Result -1.70% @ 14.43

Right
A

We said

—

What happened

GM closed -1.33%.

Result -1.33% @ 87.68

Right
A

We said

—

What happened

ET closed -0.39%.

Result -0.39% @ 20.28

Right
A

We said

—

What happened

MPC closed -2.98%.

Result -2.98% @ 307.03

Right
F

We said

—

What happened

UAL closed +5.82%.

Result +5.82% @ 128.39

Wrong
F

We said

—

What happened

SPG closed -0.09%.

Result -0.09% @ 229.16

Wrong
A

We said

—

What happened

BYND closed +8.20%.

Result +8.20% @ 0.61

Right
A

We said

—

What happened

CCL closed +3.34%.

Result +3.34% @ 28.74

Right
A

We said

—

What happened

RIOT closed +6.20%.

Result +6.20% @ 21.42

Right
F

We said

—

What happened

PTON closed +0.94%.

Result +0.94% @ 6.45

Wrong
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call
—

We said

—

What happened

Unscored — text prediction (resolve manually).

No call

Drivers — what we said vs. what happened

F

We said

—

What happened

Called bearish; SPX up (+1.48%).

Wrong
F

We said

—

What happened

Called bearish; SPX up (+1.48%).

Wrong
F

We said

—

What happened

Called bearish; SPX up (+1.48%).

Wrong
C

We said

—

What happened

Called mixed; SPX up (+1.48%).

No call
F

We said

—

What happened

Called bearish; SPX up (+1.48%).

Wrong
C

We said

—

What happened

Called mixed; SPX up (+1.48%).

No call
C

We said

—

What happened

Called mixed; SPX up (+1.48%).

No call
F

We said

—

What happened

Called bearish; SPX up (+1.48%).

Wrong
C

We said

—

What happened

Called mixed; SPX up (+1.48%).

No call
C

We said

—

What happened

Called mixed; SPX up (+1.48%).

No call

Earnings — what we said vs. what happened

F

We said

—

What happened

Called miss (40% beat); actual beat (EPS 0.14 vs est 0.0952).

Wrong
A

We said

—

What happened

Called beat (50% beat); actual beat (EPS 1.62 vs est 1.5817).

Right
F

We said

—

What happened

Called miss (45% beat); actual beat (EPS 2.74 vs est 2.2447).

Wrong
C

We said

—

What happened

Actual EPS not yet posted.

No call
A

We said

—

What happened

Called miss (40% beat); actual miss (EPS -0.8 vs est 0).

Right
F

We said

—

What happened

Called miss (45% beat); actual beat (EPS 0.38 vs est 0.3348).

Wrong
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call
—

We said

—

What happened

Not yet reported.

No call

Scoring is deterministic and runs after every US market close. End-of-day prices from Yahoo Finance; earnings actuals from Finnhub. Free-text predictions (top-15, surprise, uncertain) are left for editorial review and not counted in the overall grade.