Marcus Yield Curve
The Inversion Investor
📜 Reversal 📅 0 years old (Born 2026)"An inverted yield curve means recession fears. Recession fears make people sell defensives too — but defensives don't actually crash in recessions. That gap between fear and reality is pure profit."
A fixed-income nerd who crossed over to equities. Reads the 10Y-2Y spread every morning before coffee. When it goes negative, the shopping list comes out — BRK-B, COST, KO — names that don't care about recessions.
ℹ️ Character descriptions are creative personas representing trading strategy styles. They are not financial advice, promises, or guarantees of performance.
📊 2 Years Performance: We gave Marcus Yield Curve $10,000 and let her trade 4 stock symbols from Jan 8, 2024 to today. 🟢 LIVE
Quick Performance Comparison
Click any period to view detailed stats
Equity Curve (2 Years)
Combined P&L across all 4 symbols
⚙️ Trading Strategy
Marcus RSI<30 mean reversion, filtered to entries when the 10Y-2Y yield curve spread is negative (inverted). 4 recession-proof names.
Marcus RSI<30 mean reversion, filtered to entries when the 10Y-2Y yield curve spread is negative (inverted). 4 recession-proof names.
🎯 Best Suited For
RSI reversals on value names during yield curve inversion — BRK-B, COST, KO, REGN
📜 Why This Strategy Works
An inverted yield curve means recession fears. Recession fears make people sell defensives too — but defensives don't actually crash in recessions. That gap between fear and reality is pure profit.
📖 Historical Origin
Origin: Marcus Pro Discovery — Yield Curve archetype. Value and consumer staples that bounce best when the yield curve is inverted. The bond market is pricing recession — but these stocks are recession-proof, making their RSI dips over-reactions.
Marcus Pro Discovery — Yield Curve archetype. Value and consumer staples that bounce best when the yield curve is inverted. The bond market is pricing recession — but these stocks are recession-proof, making their RSI dips over-reactions.
🏆 Top 10 Performing Symbols (2 Years)
📉 Worst 5 Performing Symbols (2 Years)
📊 All Symbol Results
Click on any row to see detailed trade history with equity curve
📖 Understanding Score & Momentum columns
Measures how well this strategy+symbol combination has performed across the entire simulation history. Based on return, win rate, drawdown control, profit factor, and trade count. Higher is better.
Measures performance over the last 30 days only. Same quality model but calibrated for short-term activity. Captures recent regime shifts that the lifetime score may miss.
🔥 Heating Up — Mom is 20+ points above Score. This symbol is performing significantly better recently than its lifetime average. Could indicate a favorable regime shift.
🧊 Cooling Off — Mom is 20+ points below Score. This symbol is underperforming recently despite a strong lifetime track record. Could indicate an unfavorable regime shift.
No icon = Steady — Scores within ±20 points. Consistent performance.
| Rank | Symbol | Score | Mom | Return | Start | Final Value | Trades | Win Rate | Fees | Net | Max DD | Avg Hold | Refunds | Last Refund | Action |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 |
COST
|
— | — | +49.57% | $10,000 | $14,957 | 1 | 0% | - | +$4,957 | -0.0% | 15.3d | ✓ | - | |
| 2 |
REGN
|
— | — | +30.56% | $10,000 | $13,056 | NO ENTRY | - | - | +$3,056 | -0.0% | 13.9d | ✓ | - | |
| 3 |
BRK-B
|
— | — | +24.33% | $10,000 | $12,433 | NO ENTRY | - | - | +$2,433 | -0.0% | 18.5d | ✓ | - | |
| 4 |
KO
|
— | — | +19.36% | $10,000 | $11,936 | NO ENTRY | - | - | +$1,936 | -0.0% | 20.5d | ✓ | - |
👤 Personality
A fixed-income nerd who crossed over to equities. Reads the 10Y-2Y spread every morning before coffee. When it goes negative, the shopping list comes out — BRK-B, COST, KO — names that don't care about recessions.