← Edition for Wednesday, August 12, 2026

The Report Card · Wednesday, August 12, 2026

Yields Find Their Floor: Disinflationary Hope Fades as Market Adjusts to 'Higher for Longer'

Wednesday's session will likely see US Treasury yields grind higher, dampening equity sentiment, particularly in growth-oriented sectors, as disinflationary bets continue to unwind.

D

Accuracy

33%

Correct

21/63

Brier score

0.367

lower is better

By Category

ForecastsF

4/12

33% accuracy

TradesF

1/7

14% accuracy

PredictionsD

11/25

44% accuracy

DriversD

2/6

33% accuracy

EarningsF

3/13

23% accuracy

Forecasts — what we said vs. what happened

F

We said

What happened

Predicted -0.80%, actual +0.26%.

Result +0.26% @ 7748.50

Wrong
F

We said

What happened

Predicted -1.20%, actual +0.74%.

Result +0.73% @ 29742.60

Wrong
C

We said

What happened

Predicted -0.50%, actual -0.04%.

Result -0.04% @ 53770.27

Right
F

We said

What happened

Predicted -1.50%, actual +0.61%.

Result +0.61% @ 3045.48

Wrong
F

We said

What happened

Predicted +5.50%, actual -4.78%.

Result -4.78% @ 14.55

Wrong
A

We said

What happened

Predicted +0.30%, actual +0.18%.

Result +0.18% @ 100.00

Right
A

We said

What happened

Predicted +0.02%, actual -0.04%.

Result -0.04% @ 4.68

No call
F

We said

What happened

Predicted +0.60%, actual -0.43%.

Result -0.43% @ 82.84

Wrong
F

We said

What happened

Predicted -0.70%, actual +1.93%.

Result +1.94% @ 4467.80

Wrong
F

We said

What happened

Predicted -1.10%, actual +1.06%.

Result +1.06% @ 65.45

Wrong
C

We said

What happened

Predicted -1.80%, actual -0.13%.

Result -0.13% @ 63468.00

Right
F

We said

What happened

Predicted -2.20%, actual +0.07%.

Result +0.07% @ 1882.66

Wrong
B

We said

What happened

Predicted +1.50%, actual +1.08%.

Result +1.08% @ 2.80

Right

Trades — what we said vs. what happened

F

We said

What happened

Stop 24.68 hit — -1.82%.

Result -1.81% @ 25.71

Wrong
F

We said

What happened

Stop 122.4 hit — -1.25%.

Result -1.25% @ 123.88

Wrong
C

We said

What happened

Limit at 119.4 not filled (day range 117.55–119.32).

Result 0.00% @ 117.89

No call
F

We said

What happened

Stop 84.31 hit — -0.45%.

Result -0.45% @ 85.08

Wrong
F

We said

What happened

Stop 46.69 hit — -1.50%.

Result -1.50% @ 46.56

Wrong
C

We said

What happened

Limit at 43.63 not filled (day range 43.64–43.96).

Result 0.00% @ 43.84

No call
F

We said

What happened

Stop 225.58 hit — -1.84%.

Result -1.84% @ 245.89

Wrong
C

We said

What happened

Limit at 14.99 not filled (day range 14.28–14.82).

Result 0.00% @ 14.45

No call
F

We said

What happened

Stop 138.29 hit — -0.94%.

Result -0.94% @ 140.73

Wrong
A

We said

What happened

Target 127.1 hit — +1.20%.

Result +1.20% @ 127.30

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

AMCR closed -1.77%.

Result -1.77% @ 46.56

Wrong
F

We said

What happened

PFGC closed -5.61%.

Result -5.61% @ 107.41

Wrong
A

We said

What happened

COP closed +1.10%.

Result +1.10% @ 127.30

Right
F

We said

What happened

XOM closed -0.03%.

Result -0.03% @ 159.75

Wrong
F

We said

What happened

CNX closed -1.08%.

Result -1.08% @ 35.74

Wrong
F

We said

What happened

EQT closed -0.57%.

Result -0.57% @ 54.06

Wrong
A

We said

What happened

MCD closed +0.57%.

Result +0.56% @ 275.70

Right
A

We said

What happened

KO closed +0.27%.

Result +0.27% @ 86.71

Right
F

We said

What happened

VZ closed -0.61%.

Result -0.61% @ 46.98

Wrong
A

We said

What happened

DUK closed +0.24%.

Result +0.24% @ 123.49

Right
F

We said

What happened

REZI closed +6.20%.

Result +6.20% @ 25.71

Wrong
F

We said

What happened

TBBB closed +2.08%.

Result +2.08% @ 42.30

Wrong
F

We said

What happened

CSCO closed +2.86%.

Result +2.87% @ 123.88

Wrong
F

We said

What happened

EAT closed +11.07%.

Result +11.07% @ 245.89

Wrong
A

We said

What happened

VIPS closed -6.23%.

Result -6.23% @ 14.45

Right
A

We said

What happened

SHOP closed -1.44%.

Result -1.44% @ 150.41

Right
A

We said

What happened

ZM closed -1.93%.

Result -1.93% @ 105.13

Right
A

We said

What happened

RBLX closed -1.88%.

Result -1.88% @ 35.54

Right
F

We said

What happened

COHR closed +8.24%.

Result +8.24% @ 355.64

Wrong
F

We said

What happened

PLD closed +0.88%.

Result +0.88% @ 140.73

Wrong
F

We said

What happened

CSCO closed +2.86%.

Result +2.87% @ 123.88

Wrong
A

We said

What happened

REZI closed +6.20%.

Result +6.20% @ 25.71

Right
A

We said

What happened

VIPS closed -6.23%.

Result -6.23% @ 14.45

Right
A

We said

What happened

EAT closed +11.07%.

Result +11.07% @ 245.89

Right
F

We said

What happened

TBBB closed +2.08%.

Result +2.08% @ 42.30

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 (+0.26%).

Wrong
F

We said

What happened

Called bearish; SPX up (+0.26%).

Wrong
C

We said

What happened

Called mixed; SPX up (+0.26%).

No call
F

We said

What happened

Called bearish; SPX up (+0.26%).

Wrong
A

We said

What happened

Called bullish; SPX up (+0.26%).

Right
F

We said

What happened

Called bearish; SPX up (+0.26%).

Wrong
C

We said

What happened

Called mixed; SPX up (+0.26%).

No call
C

We said

What happened

Called mixed; SPX up (+0.26%).

No call
C

We said

What happened

Called mixed; SPX up (+0.26%).

No call
A

We said

What happened

Called bullish; SPX up (+0.26%).

Right

Earnings — what we said vs. what happened

F

We said

What happened

Called inline (65% beat); actual beat (EPS 1.23 vs est 1.216).

Wrong
A

We said

What happened

Called beat (55% beat); actual beat (EPS 1.22 vs est 1.1937).

Right
A

We said

What happened

Called miss (30% beat); actual miss (EPS 3.07 vs est 3.1175).

Right
F

We said

What happened

Called inline (60% beat); actual miss (EPS 1.59 vs est 1.6338).

Wrong
F

We said

What happened

Called miss (25% beat); actual inline (EPS 4.68 vs est 4.7007).

Wrong
F

We said

What happened

Called miss (40% beat); actual beat (EPS 1.74 vs est 1.6474).

Wrong
F

We said

What happened

Called miss (20% beat); actual beat (EPS 0.65 vs est 0.6171).

Wrong
F

We said

What happened

Called miss (25% beat); actual beat (EPS -4.76 vs est -4.7192).

Wrong
F

We said

What happened

Called miss (30% beat); actual beat (EPS -0.3 vs est -0.357).

Wrong
F

We said

What happened

Called miss (35% beat); actual beat (EPS 0 vs est -0.0765).

Wrong
F

We said

What happened

Called miss (40% beat); actual beat (EPS 0.31 vs est 0.1623).

Wrong
A

We said

What happened

Called beat (45% beat); actual beat (EPS -0.77 vs est -0.8952).

Right
F

We said

What happened

Called miss (20% beat); actual beat (EPS -0.81 vs est -0.8806).

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

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.