← Leaderboard
GM
Garrett Melson
Natixis Investment Managers
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Comparing data-center spending to the 1870s railroad boom:
“we've kind of coined the phrase ho-hum economy for the U.S. here in 2026.”
Asked about the Iran war's likely duration (Jul 2):
“the result of stronger returns in the second quarter, I think has led to some pretty serious crowding within the AI trade”
Nasdaq since this was said: ▼ -0.2% · 26,121 → 26,082 · as of 2026-09-10
Follow Garrett Melson
One short email when Garrett puts a new call on the record, and when a verdict lands on one. Plain words, free.