P U N D I T  R U M B L E On the record How we score →

On the record.

92 claims. Exact words, named, dated, sourced.

Everything we’ve written down from the people who call the markets, grouped by the question they’re arguing about. These are views on the record, not scored bets; the leaderboard tracks the calls that were specific enough to grade. New claims are added most days.

The AI Trade 13 claims · 7 bull · 5 bear · 1 neutral Latest: Stephanie Link, 2026-07-06 The Fed 11 claims · 1 bull · 5 dove · 2 hold · 3 neutral Latest: Donald Trump, 2026-07-03 The S&P 500 10 claims · 8 bull · 1 neutral · 1 mixed Latest: Tom Lee, 2026-07-06 AI Winners & Chips 8 claims · 6 bull · 2 bear Latest: Jeff Buchbinder, 2026-07-02 The Crash Question 8 claims · 2 bull · 6 bear Latest: Donald Trump, 2026-07-03 Oil & Gas 6 claims · 2 bull · 3 bear · 1 neutral Latest: Kenny Polcari, 2026-07-06 Bitcoin & Crypto 6 claims · 4 bull · 1 bear · 1 neutral Latest: Matthew Sigel, 2026-07-05 SpaceX 5 claims · 2 bull · 3 bear Latest: Tom Lee, 2026-07-02 Stock Picks 5 claims · 5 bull Latest: Gene Munster, 2026-07-02 The State Buys In 4 claims · 1 bull · 3 bear Latest: Scott Galloway, 2026-07-06 Inflation 3 claims · 1 bull · 2 dove Latest: Ed Yardeni, 2026-06-18 AI, Jobs & Productivity 3 claims · 1 bull · 2 bear Latest: Cathie Wood, 2026-07-02 The U.S. Economy 3 claims · 2 bull · 1 bear Latest: Donald Trump, 2026-07-03 Housing 2 claims · 2 bear Latest: Nick Gerli, 2026-05-23 Gold & Hard Assets 2 claims · 2 bull Latest: Lawrence Lepard, 2026-06-30

More on the record

Single claims that haven’t grown into a debate yet.

Bull 2026-07-03
Personal book: “I would always own a slug of the S&P… some real estate in my portfolio and some gold”; “I'm long Bitcoin and I'm committed to at least two or three four-year cycles… it's the best performing asset in the history of the world”
Anthony Scaramucci · SkyBridge Capital · Full Signal interview
Bull 2026-07-02
“If you would normalize and say that gas prices year-over-year were unchanged, I still believe that they would have grown deliveries at 20 percent, which is an acceleration”
Gene Munster · Deepwater Asset Management · CNBC
Bull 2026
Own equities outside America; they do okay over 10-20 years
Jeremy Grantham · GMO · Diary of a CEO

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Every line on this site is backed by a dated, sourced entry in our records. We write down what public figures predict, then check when reality answers. How we score · Corrections
Pundit Rumble · punditrumble.com · built 2026-07-09 from the records · never hand-edited · not investment advice.