@BennettWoodman Avatar @BennettWoodman Ben Woodward, CFA

Ben Woodward, CFA posts on X about stocks, inflation, fed, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance 79.37% stocks 22.22% technology brands 7.94% countries 4.76% automotive brands 3.97% exchanges 3.97% currencies 2.38% financial services 1.59% cryptocurrencies 1.59% social networks 0.79%

Social topic influence stocks 22.22%, inflation #2720, fed 15.08%, debt 11.11%, money 7.14%, rates 6.35%, $spy #910, fed rate 5.56%, $qqq #685, vix 3.97%

Top accounts mentioned or mentioned by @sentimentrader @brownstoneinst @dallasfed @realjimchanos @bloomberg @epsilontheory @nexacards @darkminer71 @epochtimes @tavicosta @marketwatch @wsj

Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Vixco (VIX) SPDR GOLD ETF (GLD) NVIDIA Corp. (NVDA) Amazon.com, Inc. (AMZN) Alphabet Inc Class A (GOOGL) Netflix Inc (NFLX) Metadium (META) SPX6900 (SPX) Microsoft Corp. (MSFT) Oracle Corporation (ORCL) Ares Management, Corp. (ARES) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Salesforce Inc (CRM) Intuitive Surgical, Inc. (ISRG) WIX.com Ltd. (WIX) Spotify Technology (SPOT) Roku, Inc. (ROKU) Twilio, Inc. (TWLO) Shopify Inc (SHOP) Carvana Co. (CVNA) IDEXX Laboratories, Inc. (IDXX)

Top Social Posts

Top posts by engagements in the last [--] hours

"People usually invest for two main reasons: To earn a return & to keep ahead of inflation. The latter reason has become increasingly important in the era of fiat currencies & massive government deficits/debts"
X Link 2021-11-13T14:32Z [----] followers, [--] engagements

"There was a double bottom breakdown see yellow highlight for the S&P [---] $SPY on the point and figure chart today. The top of the channel is [----] up 5.8% and the bottom is [----] down 10.9%"
X Link 2022-09-16T22:02Z [----] followers, [--] engagements

"Reserves with the Fed is money that banks maintain in their accounts at the Fed. LIQUIDITY is falling which often happens this time of year which is why Sept/Oct are often seasonally poor months for $SPY. Reserves recently fell below $3T for the first time since 2020"
X Link 2022-10-02T15:06Z [----] followers, [--] engagements

"Ben Bernanke helped create the countrys greatest housing market bubble on record by years of unduly easy monetary policy. The bursting of that bubble eventually led to the [----] Global Financial Crisis. Then he implemented QE creating today's bond bubble. https://nypost.com/2022/10/11/america-has-paid-dearly-for-nobel-winner-ben-bernankes-many-mistakes/utm_source=twitter_sitebuttons&utm_medium=site%20buttons&utm_campaign=site%20buttons"
X Link 2022-10-13T12:26Z [----] followers, [--] engagements

"📈 Richard Bernstein says: Buy at 6-8 o'clock (positive surprise) sell at midnight ("unstoppable"). Sell now might be the Mag [--] $MAGS. Buys Right now Dividend stocks $VYM 💰 + non-U.S. stocks $IXUS 🌍. $VIGI Vanguard International Dividend international with growing dividends. https://twitter.com/i/web/status/2016145680343908385 https://twitter.com/i/web/status/2016145680343908385"
X Link 2026-01-27T13:46Z [----] followers, [---] engagements

"The batch of earnings reports scheduled around February [--] (for $ARES $KKR $APO) will be crucial in determining whether private equity/credit stocks are in a transient technical correction red check marks or the start of a more significant fundamental downturn"
X Link 2026-02-03T16:05Z [----] followers, [----] engagements

"🏢 S&P [---] stocks are marching to their own beat 🥁 With correlation near a low we're in a "market of stocks" not a "stock market." This signals a more selective volatile phase ahead. ⚠ Sometimes like in [----] large drawdowns can even occur. Correlation among S&P [---] stocks has broken down. Many stocks are pushing to new highs while others are sinking to new lows. The last time correlations were this low was September [----]. This doesnt imply an imminent crash but it is a warning ⚠ h/t @sentimentrader https://t.co/s6bnc9Gnfy Correlation among S&P [---] stocks has broken down. Many stocks are"
X Link 2026-02-08T01:48Z [----] followers, [---] engagements

"Sector Leadership (% 200-day MA): [--] Energy $XLE: 100% ⛽ [--] Materials $XLB: 92% ⚙ [--] Industrials $XLI: 80% 🏭 📉 Tech $XLK faded from Oct. highs but now rebounding. 🖥 📈Consumer Staples $XLP showing rotation.🛒 Strength remains in cyclicals & weakness in interest rate sensitive https://twitter.com/i/web/status/2020869432126357627 https://twitter.com/i/web/status/2020869432126357627"
X Link 2026-02-09T14:36Z [----] followers, [---] engagements

"🚀 Physical demand is STRONG for gold & silver (central banks ETFs). 📈 But recent price spikes had speculative froth. ⚖ CME margin hikes didn't "kill" the rallythey pricked a bubble on top of solid fundamentals. 📉 Less leverage may cool volatility letting prices align with real demand. Retail investors are piling into gold and silver funds: The largest physical-backed gold ETF $GLD has attracted +$16 billion in inflows from individual investors over the last year. The largest physical silver-backed ETF $SLV has seen +$4 billion in retail inflows. Over https://t.co/7X7e42dgbn Retail"
X Link 2026-02-10T00:04Z [----] followers, [---] engagements

"Retail is buying the software dip at 12x the normal pace 💰 Amazon $AMZN just overtook Nvidia $NVDA as their #1 pick. Dip-buying has trained them well. Which means this time it probably wont work. 👀 Retail investors are buying US tech stocks at an unprecedented pace: Retail purchases of the Software ETF $IGV are up to a record +$176 million over the last month. This is more than DOUBLE the previous peak seen in late [----] and [--] TIMES higher than at the beginning of [----]. https://t.co/GXgZXDh1eQ Retail investors are buying US tech stocks at an unprecedented pace: Retail purchases of the"
X Link 2026-02-12T02:45Z [----] followers, [---] engagements

"Nasdaq put skew is still near levels last seen during the Liberation Day crash. Stocks rallied. Hedging for downside didn't. The insurance desk is still crowded. 🛡 "Relaxed" is the last thing this market is "The market has by no means 'relaxed' . take Nasdaq put-call skew for example. Even with the rally from the recent lows put-call skew is still near levels not seen since the liberation day drawdown last year." -GS Morgan https://t.co/6L2vVe87NV "The market has by no means 'relaxed' . take Nasdaq put-call skew for example. Even with the rally from the recent lows put-call skew is still"
X Link 2026-02-12T13:04Z [----] followers, [---] engagements

"The market isnt pricing bad earnings growth. Its pricing the end of certainty. AI is threatening business moats. Stocks became cheaper because the subscription visibility past [----] vanished. That is likely the cause of the step function down in P/E and price. Price is down. Risk is up. GS: During the past [--] months software stocks have plunged by 24% but 2-year forward earnings estimates for the stocks have risen by 5%. $IGV https://t.co/qbY8sMPxLx GS: During the past [--] months software stocks have plunged by 24% but 2-year forward earnings estimates for the stocks have risen by 5%. $IGV"
X Link 2026-02-14T20:46Z [----] followers, [--] engagements

""Sexy" sectors grab headlines but boring often builds wealth too. 💋 Over the last [--] years the Dow Transports $IYT (trucks/trains) have actually outpaced the Nasdaq. $QQQ 📦 Valuation matters. Sometimes the real money is in the unglamorous essential stuff. 🚂"
X Link 2026-02-13T19:38Z [----] followers, [---] engagements

"Vomaris Innovations Inc. says bacteria & viruses including corona are killed upon exposure to the companys bioelectric V.Dox Technology platform. Indiana University researchers have been investigating the interesting traits of this fabric. https://www.indianapolismonthly.com/lifestyle/health/iu-researchers-identify-fabric-that-kills-coronaviruses#.Xsla31rMC6t.twitter https://www.indianapolismonthly.com/lifestyle/health/iu-researchers-identify-fabric-that-kills-coronaviruses#.Xsla31rMC6t.twitter"
X Link 2020-05-23T17:23Z [----] followers, [--] engagements

""When public health officials first imposed lockdowns the intellectual zeitgeist was actively hostile to any suggestion that there might be costs to pay." via @brownstoneinst https://brownstone.org/articles/the-silence-of-economists-about-lockdowns/ https://brownstone.org/articles/the-silence-of-economists-about-lockdowns/"
X Link 2021-09-02T13:43Z [----] followers, [--] engagements

"YTD returns 🩸 "Dj vu all over again" $GOOG -30% $CRM -40% $ISRG -45% $WIX -48% $IDXX -49% $ADBE -49% $NET -54% $NVDA -55% $META -57% $SPOT -58% $ZM -58% $NFLX -60% $MTCH -61% $SQ -62% $ASAN -67% $ROKU -70% $FVRR -72% $TWLO -72% $SE -74% $SNAP -76% $SHOP -78% $CVNA -86%"
X Link 2022-09-21T01:36Z [----] followers, [--] engagements

"The market isnt pricing bad earnings growth. Its pricing the end of certainty. AI is threatening business moats. Stocks became cheaper because the subscription visibility past [----] vanished. That is likely the cause of the step function down in P/E and price. Put simply price is down because risk is up. GS: During the past [--] months software stocks have plunged by 24% but 2-year forward earnings estimates for the stocks have risen by 5%. $IGV https://t.co/qbY8sMPxLx GS: During the past [--] months software stocks have plunged by 24% but 2-year forward earnings estimates for the stocks have risen"
X Link 2026-02-14T20:47Z [----] followers, [---] engagements

"Its a familiar arc: ideology shifts when incentives taxes regulation and risk become personal. Economics can get real fast. Eat the rich sounds powerful until there are no rich left to tax invest or build. Wealth isnt a fixed pie. Shrink the incentive to create it and you dont redistribute prosperity you eliminate it. Take a close look at Cuba Venezuela the USSR Europe lately as some examples. Everyone starts off as a lefty and then wakes up at some point after you start either making money working trying to run a business trying to buy a home and then realize what crap ideas they all are and"
X Link 2026-02-15T17:22Z [----] followers, [---] engagements

"FANG stocks are now in a bear market: $FB -35.5%; $AMZN -25.9%; $NFLX -33.3%; $GOOGL -20.3%"
X Link 2018-10-30T00:58Z [----] followers, [--] engagements

"The average stock as represented by the ValueLine Geometric Index $XVG has been moving through a bear market that stretches back to mid-2018. Averages like $QQQ $SPX don't behave similarly due to a few largely weighted up-trending stocks"
X Link 2020-05-23T17:53Z [----] followers, [--] engagements

"The S&P [---] $SPY now pays an earnings yield (E/P) that is the lowest on record compared to the current inflation rate. Earnings yield is the inverse of the P/E ratio. The real yield subtracts the inflation rate. A low ratio may indicate an overvaluation"
X Link 2021-11-12T13:08Z [----] followers, [--] engagements

"4 out of [--] stocks since [----] have a lifetime buy-and-hold return less than one-month T-bills. The best-performing 4% of all listed companies explain the net gain for the entire U.S. stock market since [----]. Try to own those if you want to beat the market averages. $SPY"
X Link 2021-11-30T22:00Z [----] followers, [--] engagements

"Trends have some wondering if the nation is repeating the housing bubble from the early 2000s. # via @DallasFed https://www.dallasfed.org/research/economics/2022/0329d=1&s=tw https://www.dallasfed.org/research/economics/2022/0329d=1&s=tw"
X Link 2022-04-02T06:48Z [----] followers, [--] engagements

"Oversold can become more oversold and overbought more overbought. Very bad and very good markets tend to do that. What you want to look to are the trend following indicators thats where the money is made. The easiest of these are the moving averages"
X Link 2022-10-01T17:09Z [----] followers, [--] engagements

"Inverted yield curves signal a recession is coming. But it is when the yield curves steepens from the inversion that signals the arrival of the recession. When rates fall across the entire curve and short rates fall faster than long rates is when the recession is occurring"
X Link 2022-11-19T14:45Z [----] followers, [--] engagements

"According to BoA Merrill Lynch Tech is most overweight in funds ever including the dotcom era of the late 90s - particularly FAAMG"
X Link 2017-06-14T13:49Z [----] followers, [--] engagements

"History says: Respect the Golden Cross Why it matters: ✅ Central bank rate cuts coming ✅ AI fueling momentum ⚠ But watch overbought conditions & geopolitics Markets usually dont fight the trend. 👀 Past future but bulls are smiling. Global Stocks just formed a Golden Cross for the first time since January [----] 🚨 The last one sent prices soaring 43% over the next [--] years 📈📈 https://t.co/uEYq9lZZDC Global Stocks just formed a Golden Cross for the first time since January [----] 🚨 The last one sent prices soaring 43% over the next [--] years 📈📈 https://t.co/uEYq9lZZDC"
X Link 2025-06-18T12:21Z [----] followers, [---] engagements

"The Swiss Franc $CHF is strong Why Switzerlands debt-to-GDP is just 38% vs. US 130% Low debt = investor confidence = safe-haven demand 🏦 Even with 0% rates the Swiss Franc keeps rising Lesson: Good fiscal policy = strong currency 💪 #SwissFranc #Macro"
X Link 2025-06-20T17:07Z [----] followers, [----] engagements

"Markets arent always randomtheyre puzzles waiting to be solved. Jim Simons who built a $100B empire by decoding short-term inefficiencies with math not opinions proved it millions of times. Lesson: Predictability isnt luck; its data + discipline. If anyone gives you a prediction as to where the market will be a month or a year from now you will be learning nothing about where the market will be but a lot about the person giving you the advice. The market is 100% unpredictable over the short run. https://t.co/D96R2XHWhF If anyone gives you a prediction as to where the market will be a month or"
X Link 2025-06-24T11:45Z [----] followers, [---] engagements

"Democratizing gains🎯 (for us); Socializing losses 💣 (for you); PE GPs sell fake stability 📉 to institutions Then they dump illiquid risk 🚮 on retail. The mirage collapses when markets & $JPM demand real prices. But then GPs are on their yachts 🛥 Amazing. private credit/equity funds want to "democratize" (dump) their holdings onto retail but at same time they're deathly afraid of an actual market bc it will expose the mirage of fake pricing stability they've spent years selling to institutions. Talk about wanting your Amazing. private credit/equity funds want to "democratize" (dump) their"
X Link 2025-06-25T11:37Z [----] followers, [---] engagements

"🚨 Math doesnt lie: U.S. entitlements = ticking time bomb. 💣 Spending grows FASTER than GDP insolvency. No reform Budget collapse. Debt crisis. Economy crushed. DC: Act now or own the disaster"
X Link 2025-06-25T14:28Z [----] followers, [---] engagements

"🌅 GDP weak. Inflation cools. Jobs hang tough. The Feds "tighter for longer" stance just got harder to justify. Fed rate cuts by September 🔴 Weak Growth & Inflation - Q1 GDP - Consumer Spending - PCE/Core PCE Prices 🟢 But Some Bright Spots - Jobless Claims ✅ - Durable Goods Orders ✅"
X Link 2025-06-26T13:16Z [----] followers, [---] engagements

"Why is the U.S. going broke Aka $37T in debt One example: Medicaid then vs. now: 💰 Spending: $456B (2013) $805B (2023) 👥 Coverage: 55M (17.5% of U.S.) 85M (20.2%) after ACA ObamaCare The U.S. government is over $36 trillion in debt and loses nearly $2.5 trillion every yearand thats before we factor in unfunded liabilities like Social Security Medicare and Medicaid. In this eye-opening conversation with Joe Bryan we dive into the sobering financial https://t.co/LZoAynfQ6k The U.S. government is over $36 trillion in debt and loses nearly $2.5 trillion every yearand thats before we factor in"
X Link 2025-07-03T11:24Z [----] followers, [---] engagements

"The "Cup & Handle" NO Bond $AGG Investor Wants 🏦🔥 This isnt a bullish chartits a rates nightmare: ☕ Cup = Fed hikes priced in ✋ Handle = "Higher for longer" grip Translation: Lower bond prices ahead. US30yr Breaks out. Consequences are coming. https://t.co/WtCDXvqqZR US30yr Breaks out. Consequences are coming. https://t.co/WtCDXvqqZR"
X Link 2025-07-08T17:49Z [----] followers, [---] engagements

"Buying the dip is crushing it in [----] on track for its 2nd best year in [--] years 📈 Why AI hype Fed rate cut hopes and FOMO fuel instant rebounds after every drop. Bull market vibes = no dip goes unbought. But be careful; it hasnt always worked. 🚀⚠ "Buying the Dip" strategy is on track for its 2nd best year in the last [--] years 🚨🚨 https://t.co/b79pZFe1QH "Buying the Dip" strategy is on track for its 2nd best year in the last [--] years 🚨🚨 https://t.co/b79pZFe1QH"
X Link 2025-07-09T11:39Z [----] followers, [---] engagements

"Hidden time-bomb: Germanys debt/GDP still "low" at 65%. but pensions+healthcare liabilities are unfunded. Germany's hiding 8.5T in pension/healthcare debts OFF the books. Enron did the same thing. Markets are waking up. 🔥 Good Morning from #Germany where bond markets are starting to show signs of nervousness about the growing debt burden. You can see it in real long-term interest rates: 10y real yields (nominal rates minus inflation expectations) have climbed above 0.93% the highest level since https://t.co/uV2IJeKSVm Good Morning from #Germany where bond markets are starting to show signs"
X Link 2025-07-09T12:03Z [----] followers, [---] engagements

"Stocks are good during mild inflation but a terrible inflation hedge in stagflation (1970s) or deflation (1930s). Why 1970s: Profit margins got crushed. 1930s: Earnings vanished due to excessive debts. The Lesson Stocks Only Hedge Mild Inflation; High Inflation or Deflation crush equity markets. In my opinion this is the most compelling chart for being a stock market investor. Over the last [--] years: -US Inflation: up 6x -S&P [---] dividends: up 21x -S&P [---] total return: up 255x Over the long run stocks trounce inflation and protect your purchasing power. https://t.co/TmeoXhLDFp In my opinion"
X Link 2025-07-09T14:05Z [----] followers, [---] engagements

"The U.S. Supreme Court ruled in Flemming v. Nestor (1960) that beneficiaries have no contractual right to benefitsreinforcing its welfare-design structure. Social Security functions as a pay-as-you-go welfare system not a personal retirement account. Current workers fund todays retirees with benefits tied to income and need. Unlike a savings fund its a social safety netnot an asset you 'own.' Doesn't seem fair at all. https://t.co/NV6UsnmmX5 Doesn't seem fair at all. https://t.co/NV6UsnmmX5"
X Link 2025-07-09T16:09Z [----] followers, [---] engagements

"Human emotion drives marketslow junk spreads $HYG & sky-high P/Es scream euphoria. 🎢💰 No bell rings at the top but historys lesson is clear: Ride the trend. until "the tape" reverses. Watch credit markets & $VIX for warning signs. Liquidity often vanishes faster than confidence. Investing quote of the day via @RealJimChanos : https://t.co/XiVMtWdDvu Investing quote of the day via @RealJimChanos : https://t.co/XiVMtWdDvu"
X Link 2025-07-09T16:16Z [----] followers, [---] engagements

"🚨 Dont let your financial planner ignore risks and only focus on stocks go up in the VERY long run Also ask good questions like: [--]. How do you adjust for todays elevated CAPE ratio Buffett indicator and high debt-to-GDP [--]. Whats the plan for stagflation/higher-for-longer rates [--]. Where are the tail-risk hedges If they shrug it off with markets always recover 🚩it may be time for a new planner"
X Link 2025-07-10T13:07Z [----] followers, [---] engagements

"🚀 A lot of Nasdaq's $QQQ AI hype may be priced in 📈 Valuations vs. M2 & profits look stretched. 🤖 AI is real but can earnings & productivity deliver 💡 Stay disciplineddont FOMO too much Show this whenever someone says that the markets are not overvalued. ATH in NDX/m2 and CP. While markets can remain irrational longer than expected the current conditions are undeniably unsustainable over a longer-term horizon. https://t.co/QtktNf2JEU Show this whenever someone says that the markets are not overvalued. ATH in NDX/m2 and CP. While markets can remain irrational longer than expected the"
X Link 2025-07-11T12:38Z [----] followers, [---] engagements

"💥 The markets intervention is coming. Global bonds are in open rebellion: - German 30Y 🚀 decade highs - Japans yields detonating 💣 - U.S. looking shaky Politicians wont cutjust keep borrowing. Stagflations back on the economic menu. Long-term yields are surging around the world with German 30-yr rates at the highest since [----] and 30-yr yields in Japan surging toward new records. The uncomfortable truth: no politician wants to pay for spending with cuts & taxes & bond markets are getting nervous. https://t.co/VItOpHKphv Long-term yields are surging around the world with German 30-yr rates"
X Link 2025-07-15T09:54Z [----] followers, [---] engagements

"🔥 Best stagflation plays [--] Gold & select Commodities🏆 (Real assets crush fiat) [--] Short-Dated Fixed Income 📈 (cash is king) [--] Energy Stocks⛽ (Oil shock possibility) [--] TIPS 💸 (Inflation protection) ❌ Big Losers: Long maturity Bonds high P/E Stocks unhedged USD. History rhymes. Aggressive stagflation is forecasted for the remainder of [----]. 🔗https://t.co/oX5NCcOKgU Inflation is expected to rise to [--] percent GDP growth to fall by [---] percent and unemployment to rise by [---] percent. https://t.co/t402cmiSc4 Aggressive stagflation is forecasted for the remainder of 2025."
X Link 2025-07-15T10:02Z [----] followers, [---] engagements

"The S&P 500s $SPY secret Its a big mega-cap party 🎉. Other stocks can do well but ultimately the largest companies move the needle the most. Dont own them Good luck keeping up with the S&P🤷♂ Source: @Bloomberg Source: @Bloomberg"
X Link 2025-07-15T12:06Z [----] followers, [---] engagements

"Bill Dudley says the US Treasury shouldnt play the marketbut conveniently forgets that it originally was Yellen & Powell that shifted U.S. debt to short maturities. The pot calling the kettle black https://www.bloomberg.com/opinion/articles/2025-07-15/bessent-s-interest-rate-bet-could-be-a-big-loserutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/opinion/articles/2025-07-15/bessent-s-interest-rate-bet-could-be-a-big-loserutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2025-07-15T12:21Z [----] followers, [---] engagements

"💰 Govt prints money 🏠 home prices soar 💸 slaps you with property taxes & capital gains on their inflation. Stealth wealth tax + endless spending is reason for housing un-affordability ; Houses = their piggy bank. 🐖🔥 Government debases the currency which inflates the cost of everything and then taxes you on it. https://t.co/7Hf3qVQ0Aa Government debases the currency which inflates the cost of everything and then taxes you on it. https://t.co/7Hf3qVQ0Aa"
X Link 2025-07-24T10:40Z [----] followers, [---] engagements

"🚨 Carneys trade strategy: Mar 25: Strong deal for Canadians Jul 25: Tariffs forever Jul 26: Maybe no deal at all From Trudeaus delusional optimism to Carneys negotiated pessimism -same economic decline different soundtrack. Canadas economy in free fall 📉 The magnificence of PM Carneys negotiating confidence for our country. We will get a strong deal for Canadians. March [--] [----] Tariffs are here to stay. July [--] [----] We may not get a trade deal after all. July [--] [----] The opposite of Trudeau: high https://t.co/g19ceRpE99 The magnificence of PM Carneys negotiating confidence for our country. We"
X Link 2025-07-24T10:58Z [----] followers, [----] engagements

"Most traders fail before they even place a trade. ❌ The real question: Why are you trading Ego Boredom Greed If your answer isnt edge + process + discipline youre just gambling. 🎲 From The Laws of Trading #TradingMindset One of the most underrated chapters from a trading book: "Why Are You Trading" - The Laws of Trading It breaks down why many fail before even placing a trade. https://t.co/mBGz1vHbB8 One of the most underrated chapters from a trading book: "Why Are You Trading" - The Laws of Trading It breaks down why many fail before even placing a trade. https://t.co/mBGz1vHbB8"
X Link 2025-07-24T11:41Z [----] followers, [---] engagements

"The combined weight of staples $XLP energy $XLE healthcare $XLV and utilities $XLU in the S&P [---] $SPX are just 19.7%. The Magnificent [--] alone dominate at 33%. Old economy new reality 📊 or a big bubble #Markets #Stocks 🚨UNPRECEDENTED: Nvidia and Microsoft make up 15% of the S&P 500's market cap the most EVER. By comparison the COMBINED weight of consumer staples energy healthcare and utilities in the S&P [---] is just 19.7%. At the Dot-Com Bubble peak these sectors accounted for 21.6%. https://t.co/89qjQid9UD 🚨UNPRECEDENTED: Nvidia and Microsoft make up 15% of the S&P 500's market cap the"
X Link 2025-07-24T12:51Z [----] followers, [---] engagements

"Jobs market STAYS OK: - 217K jobless claims (5th straight drop) - 10K below estimates - Lowest since April America keeps working; Labor market refuses to break. 📉✅ 5TH STRAIGHT weekly drop in initial jobless claims once again crushing expectations: - [------] total claims - [-----] below estimates (227k) - [----] fewer than last week (221k) Lowest level since April https://t.co/JSCItun7eK 5TH STRAIGHT weekly drop in initial jobless claims once again crushing expectations: - [------] total claims - [-----] below estimates (227k) - [----] fewer than last week (221k) Lowest level since April"
X Link 2025-07-24T13:17Z [----] followers, [---] engagements

"Markets can stay frothy longer than we think. 🍾 Goldman's spec indicator is hot but not dot-com or meme-stock crazy. yet. 🎢 Junk stocks AI bets & Fed liquidity still fueling the fire. 🔥 Don't fight FOMOjust know the risks. #BubbleWatch"
X Link 2025-07-25T12:56Z [----] followers, [---] engagements

"🚀 Many investors are genius when P/Es expand. 🎯 Throw darts = make money. 🌳 But trees dont grow to the sky. ⚡ Valuations stop when macro bites. 😎 Markets price low risk ( $VIX=15) 🍾 Enjoy the party while it lasts. 👀 Everybody is a genius investor when P/Es are going up. This is the part of the market cycle where you can throw darts and make money. Trees dont grow to the sky and valuations eventually stop expanding when macro risks arise. Currently the markets reflect very little to no https://t.co/TFXavbf4m6 Everybody is a genius investor when P/Es are going up. This is the part of the"
X Link 2025-07-26T13:08Z [----] followers, [---] engagements

"🚨 The Fed's control over money worked because most people didn't understand how it worked. Now AI & the internet calls the bluff. 💻 #Bitcoin didnt just create a new asset It forced the world to SEE fiats rot. ☠ Next QE = central bank credibility collapse And this time lots are watching. 👀"
X Link 2025-07-26T13:17Z [----] followers, [---] engagements

"⚠ 58% of Americans expect higher unemploymentone of the worst readings since the GFC. 📉 Such pessimism has only happened in recessions. If right: Job market weakens further Wall Sts rally may be in its latter innings; Or is this time different 🤔 ⚠US job market is weakening: 58% of Americans expect HIGHER unemployment in the next [--] months one of the highest readings since the GREAT FINANCIAL CRISIS. Such readings have never occurred outside of recessions. This suggests further deterioration in the job market. https://t.co/b1iU8YwENe ⚠US job market is weakening: 58% of Americans expect"
X Link 2025-07-26T13:28Z [----] followers, [---] engagements

"Market Breadth is Improving 🚀 The S&P [---] Equal Weight Index $RSP just hit a NEW all-time high📈 ✅ Broader participation (not just mega-caps) ✅ All [--] sectors joining the rally ✅ 61% of stocks above 200-day MA (near 10-yr avg) The rally is getting healthierbullish fuel for more gains 💪 S&P [---] Equal Weight made a new ATH today. This cures most of the breadth concerns that were floating around earlier this month. https://t.co/WKnk7G7oRO S&P [---] Equal Weight made a new ATH today. This cures most of the breadth concerns that were floating around earlier this month. https://t.co/WKnk7G7oRO"
X Link 2025-07-27T18:05Z [----] followers, [---] engagements

"🔍 Whats financial repression 💸 Central banks & monetary policies force investors into riskier assets like corporate and junk bonds by: Keeping rates lower than inflation 🏦 Inflation bond yields; Result: Artificially tight spreads hunger for yield 🏦 Companies = stronger (cash-rich low leverage) U.S. Govt = weaker (debt inflation political risks) Spreads on IG corporate bonds are near the tightest levels since the late 1990s. "The theoretical minimum spread is lower today. High-quality corporate credit can now trade closer to or in some cases even through US Treasuries in a way that was not"
X Link 2025-07-28T11:59Z [----] followers, [---] engagements

"🚀The #USDollar Index has closed above its 50-day moving average for [--] straight sessions1st time since Feb. Is the [----] downtrend ending 200-DMA (103.50-104) next Fed outlook CPI data & risk sentiment key. Bottom line: Bears on notice but needs confirmation. Stay tuned"
X Link 2025-07-30T17:59Z [----] followers, [---] engagements

"🚀 $RBRK: A Rising AI & Cyber Resilience Play to Watch; Rubrik is expanding its AI offeings: ✅ Acquiring Predibase to boost generative AI fine-tuning & cloud integrations (AWS Azure Google) ✅ Snagged BackRightUp earlier enhancing DevOps security & "Code to Cloud" resilience Strategic moves positioning it for the AI-powered security demand. One to monitor. #AI #Cybersecurity $RBRK One of the strongest weekly chart patterns in the market right now. https://t.co/CfWhH8hLuL $RBRK One of the strongest weekly chart patterns in the market right now. https://t.co/CfWhH8hLuL"
X Link 2025-07-30T18:33Z [----] followers, [---] engagements

"🚨 Fed Rate Cut Back in Play Markets now betting on a September Fed cut after soft economic data Bonds rallying (📈) stocks near peaks (📉❓) Key moves: - 10Y yields - S&P [---] at ATH but shaky - Fed odds ⚡ surging and like that --Sep back into play (probability of a cut live) https://t.co/UuTO7SHTMZ and like that --Sep back into play (probability of a cut live) https://t.co/UuTO7SHTMZ"
X Link 2025-08-01T13:46Z [----] followers, [---] engagements

"📉 U.S. job growth for May & June revised down by 81Kunemployment now at 4.3%. Is the labor market cooling faster than expected 🏦 Fed rate cut bets rise. 🚨 BREAKING: A weak jobs report. The US economy added only [-----] jobs in July. Thats way below expectations. May and June revised down by [-------] Unemployment Rate ticks up to 4.2% https://t.co/1wpzI6f5A6 🚨 BREAKING: A weak jobs report. The US economy added only [-----] jobs in July. Thats way below expectations. May and June revised down by [-------] Unemployment Rate ticks up to 4.2% https://t.co/1wpzI6f5A6"
X Link 2025-08-01T14:16Z [----] followers, [---] engagements

"🚨 Fed Rate Cut Odds SOAR Markets now see a 77% chance of a September cut vs. 38% after: 🔻 Weak jobs report (+148k BIG revisions down) 🔻 Unemployment 🔻 Wage growth cools Powell & the Fed risk being late again. Bonds rally 📈 The stock market pivot may be coming too Futures market now see a 77% chance of a September rate cut. Yesterday it was 38%. Futures market now see a 77% chance of a September rate cut. Yesterday it was 38%"
X Link 2025-08-02T17:32Z [----] followers, [---] engagements

"🔥 FED & THE BLS IN THE HOT SEAT: Political Optics Fed and BLS claim independence but markets see big issues with the data and actions due to the faulty data Risk: If the FED eases too soon inflation reignites. Stay too tight Recession blame. 💡 Smart Moneys Moves: Watch the data from industry and markets not the government's data or the Feds words Position for volatility - stocks hate uncertainty bonds love rate-cut hopes. 2024s real Fed mandate: Avoid big mistakes: an inflation spike and a job market swoon. So Are we supposed to ignore that before the election Dr. Erika McEntarfer released"
X Link 2025-08-02T18:09Z [----] followers, [---] engagements

"🚨 GOVERNMENT DATA IS CLEARLY BROKEN HERES WHY IT MATTERS 📉 The Problem: [--] Massive Revisions: Jobs GDP and CPI numbers often flip from "strong" to "weak" months later. [--] Suspect Seasonal Adjustments: Always seem to smoothen pain or amplify growth (seemingly depending on the political winds). [--] Outdated Methods: Pre-AI pre-Big Data relying on lagging surveys and noisy samples. 💡 Why Its Dangerous: [--] Markets trade on garbage-in garbage-out stats (see: bond chaos after NFP revisions). [--] Monetary Policy Errors: Fed hiking/cutting based on flawed data risks deepening recessions or igniting"
X Link 2025-08-02T18:24Z [----] followers, [---] engagements

"🔥 THE FEDS TRUST PROBLEM 🔥 🤡 THEN vs. NOW: [----] Fed Chair Powell: Low inflation is the major challenge of our time. [----] Fed Vice Chair Brainard: We need radical policies to boost inflation [----] Reality: Sticky 3%+ CPI wrecked purchasing power 🎯 WHY THIS MATTERS: [--] Credibility Collapse: When officials obsess over phantom low inflation then miss a generational surge they claimed was "transitory" why trust their next call [--] Political Bias Easy money (2020-2021) fueled inequality and asset bubblesnow Main Street pays via higher prices and high housing costs. [--] Reactive Not Proactive: The"
X Link 2025-08-02T18:37Z [----] followers, [---] engagements

"The BLS jobs report has a 100K error margin & relies on surveys with 60% response rates. Recently revisions erased over [--] million jobs from initial estimates. Always watch the revisionsthe first print lately has been seriously overstated. Why This Matters: - Policy Impact: Fed rate decisions rely on jobs data; revisions can alter narratives (e.g. "soft landing" vs. "recession"). - Market Reactions: Large revisions can trigger volatility (e.g. stocks reacting to good prints later proven wrong aka what happened on Friday.) - Public Trust: Consistent over/underestimates risk eroding confidence"
X Link 2025-08-03T02:05Z [----] followers, [---] engagements

"The Conference Board's LEIone of Wall Street's favorite economic indicators is screaming Red Alert: worst drop (-17.8%) since [----] 3rd straight warning. The Fed must not be anticipating the LEIs implicit forecast. HmmI wonder why 🚨US recession alert: The Conference Board Leading Economic Index (LEI) drawdown is 17.8% the biggest since the Financial Crisis. The LEI fell 4.0% Y/Y in June to the lowest in [--] YEARS - the 3rd month in which it has triggered a recession signal.👇 https://t.co/h9SjnOY5Tt 🚨US recession alert: The Conference Board Leading Economic Index (LEI) drawdown is 17.8% the"
X Link 2025-08-03T02:24Z [----] followers, [---] engagements

"The extreme concentration of the S&P 500's performance in just [--] stocksparticularly the Magnificent [--] $NVDA $MSFT $META $TSLA $GOOGL $AMZN $AAPL plus Broadcom $AVGO Oracle $ORCL and Palantir $PLTR raises several critical implications. Watch for signs of breakdowns in the leadersif they stumble the whole market could follow. Market concentration in the US continues to reach new peaks with the weight of the top [--] companies in the S&P [---] climbing to a record high of 39.7%. https://t.co/sDdNUfDT4f Market concentration in the US continues to reach new peaks with the weight of the top 10"
X Link 2025-08-09T14:00Z [----] followers, [---] engagements

"Last week hedge funds dumped US stocks at the fastest pace in [--] months (according to Goldman Prime Dealer data). Shorts swamped longs 3.5:190% of selling was in Corporate Bonds Large Cap & Tech"
X Link 2025-08-11T20:34Z [----] followers, [---] engagements

"The Fed likely knows 2% inflation is unrealistic in the near term but abandoning it would crater their credibility. Instead theyll: [--] Tolerate higher inflation (3-3.5% range) while claiming theyre "converging over time." [--] Emphasize "core PCE" (currently 2.6%) over CPI which is easier to massage rhetorically. 🎭 [--] Blame structural factors (housing tariffs & deglobalization wages) to justify patience. 🏠 YoY Core CPI 3.1% Up 0.3% in the last 3-months In the last [--] YEARS only once has the Fed CUT rates when core was above 3% AND the 3m chg was 0.3% Oct [----] to Mar [----]. Agree with"
X Link 2025-08-12T19:54Z [----] followers, [---] engagements

"📢 Retail options volume is surgingbut smart trading or pure speculation 📈 Call dominance + 0DTE frenzy = frothy 📉 Low $VIX suggests complacencywill it snap back ⚠ History shows retail often loses on short-term bets"
X Link 2025-08-14T11:57Z [----] followers, [---] engagements

"$VIX hits YEARLY LOWno fear in sight 👻 "Markets climb a wall of worry" but no worry at all Thats when risks lurk. 🚩 Complacency = Danger zone. 💥 Could a shock catch everyone off guard CBOE Volatility Index $VIX falls to its lowest closing level this year 🚨🚨 No fear left in the market 👻🫡 https://t.co/rhs0GCu80Q CBOE Volatility Index $VIX falls to its lowest closing level this year 🚨🚨 No fear left in the market 👻🫡 https://t.co/rhs0GCu80Q"
X Link 2025-08-14T12:49Z [----] followers, [---] engagements

"🚨 Reality Check for Investors: "It Can't Happen Again. Right" Most financial planners assume the "Lost Decades" (1966-1982) were a fluke 📉 S&P [---] then: Real return after inflation: -20%; Nominal return: +250% Today most dismiss this as ancient history. But with sticky inflation debt bubbles and valuations near historic highs could it repeat No one knows for sure Bottom line: Blind faith in "stocks always win" is dangerous. "Stocks for the long run" might mean [--] years or more. https://discoveryalert.com.au/news/1970s-stock-market-crash-inflation-decline/"
X Link 2025-08-14T17:49Z [----] followers, [---] engagements

"Discover the unique pattern of the 1970s stock market crash and how investors navigated this challenging 16-year period. https://discoveryalert.com.au/news/1970s-stock-market-crash-inflation-decline/ https://discoveryalert.com.au/news/1970s-stock-market-crash-inflation-decline/"
X Link 2025-08-14T17:53Z [----] followers, [---] engagements

"Stagflation is a rising probability but few investors seem to care. Stagflationa toxic mix of surging inflation and stagnant or shrinking economic growthmakes robust markets impossible. By definition robust markets depend on expanding economic activity job creation and rising incomes conditions directly undermined by stagflations falling real incomes and climbing unemployment. Todays risks are unmistakable: the U.S. now shoulders $37 trillion in national debt with trillions more in unfunded obligations such as Social Security and Medicare. These liabilities threaten future balance sheets and"
X Link 2025-08-15T13:05Z [----] followers, [---] engagements

"🚨 RED FLAG: US job cuts are running at RECESSION levels. ➡ 806k+ layoffs YTD2nd highest since the [----] crisis. ➡ July cuts nearly TRIPLED the recent average. The labor market cracks appear to be spreading. Will Jerome Powell say anything about this in his Jackson Hole speech 🚨US layoffs are running at RECESSION levels: There have been [------] job cut announcements year-to-date the 2nd-highest total since the FINANCIAL CRISIS July saw [-----] job cuts nearly TRIPLE the [-----] average in the 2021-2024 period.👇 https://t.co/hwEZwXkV6W 🚨US layoffs are running at RECESSION levels: There have been"
X Link 2025-08-21T02:29Z [----] followers, [----] engagements

"Yield-obsessed alchemy 🎰 True wealth is Total Return: (End - Start) / Start. Many so called "yields" are just return of your own capital & selling upside option over-writing That's a trade not a true compounding mechanism. The real magic Good stock selection patience & a solid exit plan. Love or hate YieldMax products I just care about the data I started buying $CONY in my divvy acct Oct. of [----]. Cost for [---] shares: $1597 Dividends Received: $1468 AVG Monthly Dividend: $1.33 Meaning in 1-2 months CONY will have returned my entire initial investment. https://t.co/zJ9w4HzxSi Love or hate"
X Link 2025-08-21T12:47Z [----] followers, [---] engagements

"This chart shows what selling off upside means; owning Coinbase stock $COIN blue line has outperformed the YieldMax ETF $CONY yellow line by about 100% over the last [--] years. Love or hate YieldMax products I just care about the data I started buying $CONY in my divvy acct Oct. of [----]. Cost for [---] shares: $1597 Dividends Received: $1468 AVG Monthly Dividend: $1.33 Meaning in 1-2 months CONY will have returned my entire initial investment. https://t.co/zJ9w4HzxSi Love or hate YieldMax products I just care about the data I started buying $CONY in my divvy acct Oct. of [----]. Cost for 100"
X Link 2025-08-21T12:55Z [----] followers, [----] engagements

"@Nexa_Cards I'll trade with you anytime with logic like that; option premium isn't income; it's a small payment for selling off upside"
X Link 2025-08-21T13:02Z [----] followers, [--] engagements

"CONY is not the risk-free money printer that some claim and @darkminer71 is mistaken. The key error lies in confusing distribution yield with true total return while ignoring the erosion of capital that occurs in such funds. Receiving large dividends may feel like consistent income but much of it is simply a return of your own invested capital which slowly cannibalizes the underlying value of the position. This is similar to the famous mistake made by the Beardstown Ladies who overstated their performance by counting investors contributions as returns. Looking at CONYs history since launch"
X Link 2025-08-21T16:07Z [----] followers, [--] engagements

"The world is running out of safe havens. 🏃 The idea of the U.S. dollar as a "no-brainer" safe haven is over. 🚫 Germany's status is eroding. Switzerland holds the line. As traditional shelters fade the flight to alternatives accelerates. Is this the era of Gold & Crypto The world is running out of safe havens. The US used to be one but its ability to issue debt more cheaply than its peers ended long ago (top left). Germany's safe haven status is eroding (bottom left). Only Switzerland is gaining ground (bottom right). https://t.co/cmpkZZJijJ https://t.co/1JhOLMoLZ9 The world is running out"
X Link 2025-08-22T12:29Z [----] followers, [---] engagements

"Mega-short $VIX bets are piling up. This fuels market calm. until it doesn't. 🧨 It makes the next sell-off likely to be a violent explosive spike. Remember Volmageddon in 2018⚠ Speculators have built the largest short $VIX futures position since [----] https://t.co/hT7PXarDC0 Speculators have built the largest short $VIX futures position since [----] https://t.co/hT7PXarDC0"
X Link 2025-08-27T12:07Z [----] followers, [---] engagements

"Social Security trust funds are running out. By [----] it can only pay 80% of benefits unless Congress acts. 🏛 The fix A messy political combo: Taxes on the wealthy Stealth benefit cuts 🕒 Later retirement ages But the real answer Borrowing more. Social Security will be bankrupt in [--] years. At which point the options are: - Cut grandmas check - Hike everybodys taxes - Raise retirement to [--] Or what they will do: Borrow another trillion per year. https://t.co/b8t3SSfK8c Social Security will be bankrupt in [--] years. At which point the options are: - Cut grandmas check - Hike everybodys taxes -"
X Link 2025-08-28T13:51Z [----] followers, [---] engagements

"ZIRP Janet Yellen was the rocket fuel for today's housing crisis. 🚀Zero rates sent mortgages to 3%. Investors flooded the market. Buyers bid prices to the moon. 🌙 Now we're stuck with unaffordability & a frozen market. via @epochtimes https://www.theepochtimes.com/business/trump-considering-housing-emergency-declaration-this-fall-bessent-5909047utm_source=ref_share&utm_campaign=twitter&rs=SHRNCMMW https://www.theepochtimes.com/business/trump-considering-housing-emergency-declaration-this-fall-bessent-5909047utm_source=ref_share&utm_campaign=twitter&rs=SHRNCMMW"
X Link 2025-09-02T18:12Z [----] followers, [---] engagements

"We are experiencing Fiscal Dominance. It is lke trying to fill a bathtub with the drain open.🛁The Fed is turning on the water (easing) 💦But fiscal policy is a gaping hole of debt (issuance). So the tub won't fill The 30-year yield is rising everywhere even though the world's central banks are in an easing cycle. That's the best indication that rising long yields are due to a global debt glut the answer to which is to get lax fiscal policy under control. Not lean on your central bank. https://t.co/DNhayiJlGk The 30-year yield is rising everywhere even though the world's central banks are in"
X Link 2025-09-02T18:20Z [----] followers, [---] engagements

"Why @TaviCosta is likely right on the "Great Rebalancing": ➡ De-dollarization is REAL ➡ Geopolitical hedging 🌍 ➡ Flight from counterparty risk The era of unchallenged $ dollar dominance is over. #Gold Foreign central banks now officially hold more gold than US Treasuries for the first time since [----]. Let that sink in. If you think this buying streak is ending just look at what happened in the 1970s. This is likely the beginning of one of the most significant global https://t.co/raSaQJqYu2 Foreign central banks now officially hold more gold than US Treasuries for the first time since 1996."
X Link 2025-09-02T23:42Z [----] followers, [---] engagements

"MIT Math check: A $1.3B Powerball prize shrinks to $371M after taxes. With [--] in 292M odds the expected value is just $1.27. The lottery is a voluntary tax that funds state budgets by expertly scratching our speculative itch. We can hope via @MarketWatch https://www.marketwatch.com/story/is-the-1-3-billion-powerball-worth-playing-an-mit-math-professor-weighs-in-1cadf425 https://www.marketwatch.com/story/is-the-1-3-billion-powerball-worth-playing-an-mit-math-professor-weighs-in-1cadf425"
X Link 2025-09-03T16:26Z [----] followers, [---] engagements

"Cooling jobs data + falling inflation = A green light for a September Fed rate cut. Insurance for the economy. JOLTS: The quits rate has held steady along with the pace of hiring which is keeping the overall hiring rate steady. Nonetheless as Gov Waller indicated last week it looks like there is deterioration in the labor market. The figures point to a high likelihood of a rate cut on https://t.co/ArVXwumU3u JOLTS: The quits rate has held steady along with the pace of hiring which is keeping the overall hiring rate steady. Nonetheless as Gov Waller indicated last week it looks like there is"
X Link 2025-09-03T23:29Z [----] followers, [---] engagements

"The new corporate contract: you're a line item not a legacy. Oracle $ORCL just showed us the blueprint. [--] years of loyalty exchanged for a GPU cluster. When the AI pivot calls entire orgs are deemed technical debt. A stark AI warning for employment for the rest of 2025/26. ⚠ WOW Oracle Layoffs are intense. Entire orgs are getting blindsided. Cloud Comms/Marketing Engineering Ops Sales Directors ICs even SVPs - all levels. Remote and in-office. Top performers. Doesnt matter. People with [--] [--] [--] 20+ years at Oracle gone I was told- WOW Oracle Layoffs are intense. Entire orgs are getting"
X Link 2025-09-03T23:44Z [----] followers, [----] engagements

"The dollar has lost 50% of its value against gold since [----]. 🚨 Not a typo. Your U.S. $ is being debased. 🖨💸 Monetary stability is an illusion. 🎪 The Fed is captive to fiscal follies"
X Link 2025-09-04T02:13Z [----] followers, [---] engagements

"BofA's warning to the Fed: 🛑 A September rate cut is a "policy mistake." With sticky inflation it risks replaying the 1970s. Why rush #Economy #Fed https://stocktwits.com/news-articles/markets/equity/fed-cut-rates-september-policy-mistake-warns-bank-of-america/chwcTDWRdoG https://stocktwits.com/news-articles/markets/equity/fed-cut-rates-september-policy-mistake-warns-bank-of-america/chwcTDWRdoG"
X Link 2025-09-04T09:04Z [----] followers, [---] engagements

"Goldman Sachs just made a massive call: 🚀 Gold to $4000 by [----]. And if the Fed's credibility cracks They see it soaring near $5000. #Gold #Investing #Commodities Goldman Sachs expects gold to surge to $4000 an ounce by mid-2026. If the Fed's credibility gets significantly eroded GS sees gold nearing $5000. Gold prices have already doubled in the past three years. https://t.co/N4hfV63WT3 https://t.co/Dyq2bF4hxG Goldman Sachs expects gold to surge to $4000 an ounce by mid-2026. If the Fed's credibility gets significantly eroded GS sees gold nearing $5000. Gold prices have already doubled in"
X Link 2025-09-04T09:15Z [----] followers, [---] engagements

"The temp jobs market is crashing harder than the dot-com bust. This might be a red flag 🚩 Signaling: Businesses are reluctant An economic slowdown is happening The Fed may be forced to cut rates sooner and harder Cyclical stocks : risky. Bonds: poised to rally. Temporary help services employment drawdown is worse than during tech bust recession (in early 2000s) https://t.co/jY294nzzBI Temporary help services employment drawdown is worse than during tech bust recession (in early 2000s) https://t.co/jY294nzzBI"
X Link 2025-09-08T12:33Z [----] followers, [----] engagements

"The [--] year is shouting 📢: The Fed was too loose 🎈 when inflation spiked & is now too tight now. The 2-year yield signals rate cuts are needed to avoid an employment slowdown. 🏛 #FederalReserve #Economy I have posted before about how the 2-year T-Note yield tells us what the Fed should do. Here is another way of seeing that. Worth noting is that both stimulus and restriction take some time to work. Spread is now [----] percentage points which is pretty big. https://t.co/Ya8qSsnxYG I have posted before about how the 2-year T-Note yield tells us what the Fed should do. Here is another way of"
X Link 2025-09-09T11:54Z [----] followers, [---] engagements

"The Eurozone's exports are largely dependent on the US economic boat. Now that boat is slowing and the wave is cresting. Eurozone domestic demand is too weak to pick up the slack. The real test of the Eurozone economic resilience starts now. I keep hearing about how growth outside the US has been "surprisingly" resilient. Yeah because there was a huge surge in US imports earlier this year commensurate to what happened during the pandemic. That's all over now. https://t.co/Ce6ob9XVjh I keep hearing about how growth outside the US has been "surprisingly" resilient. Yeah because there was a huge"
X Link 2025-09-09T13:00Z [----] followers, [---] engagements

"🏠39 of [--] US metros saw MoM home price declines. Housing inflation is slowing but the affordability crisis is far from over.🔥Owner's Equivalent Rent is a ghost haunting future inflation prints. 🧟♂ It lags real-time prices by 12-18 months. Markets understand but does the Fed BREAKING 🚨: U.S. Housing Market [--] of the Top [--] U.S. Metros have seen month-over-month housing price declines for the first time in history 🤯👀 https://t.co/2JrIcZDRZd BREAKING 🚨: U.S. Housing Market [--] of the Top [--] U.S. Metros have seen month-over-month housing price declines for the first time in history 🤯👀"
X Link 2025-09-09T20:24Z [----] followers, [---] engagements

"The crisis isn't a housing bubbleit's structural un-affordability. 🏠💰House prices & debt soar while wages lag. Policies mask the pain with forbearance & high DTIs but they don't fix the core problem: the foundation for housing is broken for millions. This isn't a cycle. It's a fracture. This is extremely severe because it shows just how fragile the housing and mortgage system is under the surface. Nearly 70% of FHA borrowers now carry debt to income ratios that a decade ago would have been considered flat-out toxic. That means most are devoting so much of their https://t.co/8c3UYCcnns This"
X Link 2025-09-10T12:03Z [----] followers, [---] engagements

"Classic Fed "Data Dependency". They hiked into the weakest jobs data since [----]. Now with unemployment at 4.3% and PPI falling they're behind the curve. The policy lag may be about to bite. Current situation: [--]. Jobs data revised lower by [-------] jobs largest in history [--]. June marked first month with US job losses since [----] [--]. PPI inflation unexpectedly fell -0.1% 2nd decline in [--] months [--]. US unemployment rate rose to 4.3% highest since July [----] [--]. Current situation: [--]. Jobs data revised lower by [-------] jobs largest in history [--]. June marked first month with US job losses since [----] 3."
X Link 2025-09-10T14:31Z [----] followers, [---] engagements

"US Jobless Claims just shocked markets: 263K vs. 235K est. 📈A 4-YEAR HIGH 😮💨This huge miss DOMINATED trading even over CPI. Why It signals the labor market may be cracking hard ⚠ forcing the Fed to rethink rate hikes. Bond yields fall on economic growth fears. Inflation is moving in the wrong direction. Headline CPI increased to 2.9% and core increased to 3.1%. https://t.co/l8b4kyKfiv Inflation is moving in the wrong direction. Headline CPI increased to 2.9% and core increased to 3.1%. https://t.co/l8b4kyKfiv"
X Link 2025-09-11T13:03Z [----] followers, [---] engagements

"Central banks now hold more gold than dollars for the first time in decades. 🚨 The message is clear: de-dollarization is accelerating. A weaker dollar means higher prices for imported goods. 📈 The world is hedging against US debt. Central banks now hold more gold than dollars for the first time since Nixon torched the gold standard. Federal debt is a slow-motion demolition charge under the dollar. https://t.co/3cPOfJMtYx Central banks now hold more gold than dollars for the first time since Nixon torched the gold standard. Federal debt is a slow-motion demolition charge under the dollar."
X Link 2025-09-12T12:51Z [----] followers, [---] engagements

"The Nasdaq $QQQ is in a historic AI-fueled rally overbought on 93% of days. This is a statistical freak event signaling both exceptional strength and risk. Respect the trend but respect the statistics more. 🚀⚠ The Nasdaq has been overbought on 93% of trading days over the last four months. This reading has only been above 85% on 0.04% of all trading days in the Nasdaq's history. https://t.co/E38lym7LBK The Nasdaq has been overbought on 93% of trading days over the last four months. This reading has only been above 85% on 0.04% of all trading days in the Nasdaq's history."
X Link 2025-09-18T00:04Z [----] followers, [---] engagements

"That dividend is often a return of your own capital not a true profit. So ETFs' share prices typically erode as shown in the picture. Add your cash received + your portfolio's current value. That TOTAL RETURN is likely poorer than you realize. I spent $8590 buying [---] shares of $NVDY $CONY $MSTY & $TSLY To date they have paid me $6601 in dividends On average these [--] ETFs pay me $581 every [--] week Which means in the next 4/5 months they will have returned 100% of my initial investment. https://t.co/5X3WHMNMCL I spent $8590 buying [---] shares of $NVDY $CONY $MSTY & $TSLY To date they have paid me"
X Link 2025-09-18T00:30Z [----] followers, [---] engagements

"Stocks are at record highs but so are valuations. 🤯 Are we in a "new normal" or heading for a reckoning The evidence is stark: 📉 CAPE ratio echoes dot-com era ⚖ Market cap dwarfs GDP 💰 Never been more expensive vs. sales https://www.marketwatch.com/story/feds-powell-says-stocks-are-fairly-highly-valued-these-3-charts-show-hes-right-81991a5dst=P5d1K9 https://www.marketwatch.com/story/feds-powell-says-stocks-are-fairly-highly-valued-these-3-charts-show-hes-right-81991a5dst=P5d1K9"
X Link 2025-09-24T19:03Z [----] followers, [---] engagements

"Think options are just a lever for gains Think again. 💭 They're a two-way amplifier. Market makers' hedging creates a feedback loop that supercharges both rallies AND sell-offs. 💥 Retail investors' risk appetite is soaring: The 5-day average of notional retail single stock option volume has exceeded $250 billion for the first time since the [----] meme stock frenzy. Daily volumes have risen by +$100 billion over the last [--] months according to Goldman https://t.co/anYuMjSKc9 Retail investors' risk appetite is soaring: The 5-day average of notional retail single stock option volume has exceeded"
X Link 2025-09-25T01:01Z [----] followers, [---] engagements

"High valuations of the equity market $QQQ $SPY is the current condition. 📉 History shows they make lower subsequent returns almost inevitable. Informed analysis isn't about predicting the ultimate top but about respecting probabilities. ⚖ Don't fight the math Conditional probability is the single most important concept in statistics. Why Because without accounting for prior information predictive models are useless. Here is what conditional probability is and why it is essential. https://t.co/gG7Y25ON2c Conditional probability is the single most important concept in statistics. Why Because"
X Link 2025-09-25T09:37Z [----] followers, [---] engagements

"Mag [--] $MAGS or Russell [----] $IWM 🤔 One drove most of recent appreciation of the S&P [---] $SPY. The other is flat for [--] years. One is priced for perfection. The other is priced for stagnation. Which conditional probability do you believe in From Michael Cembalest: AI related stocks have accounted for 75% of S&P [---] returns 80% of earnings growth and 90% of capital spending growth since ChatGPT launched in November [----] This is one for the history books https://t.co/n8OS9gkswx From Michael Cembalest: AI related stocks have accounted for 75% of S&P [---] returns 80% of earnings growth and 90% of"
X Link 2025-09-25T09:48Z [----] followers, [---] engagements

"Hot economy 🏭 + sticky inflation 🔥 + rate cuts ✂ + massive gov spending 💸 = A perfect environment for Gold $GLD & Silver $SLV This policy mix screams loss of faith in fiat $. Hard assets are the lifeboat. Cutting rates into an economy growing at 3.8% with sticky inflation 3% could provoke some interesting consequences. Certainly has me thinking gold and silver have much further to go from here as we have expansionary fiscal policy and now monetary policy support coming online. https://t.co/WuaEBFo94w Cutting rates into an economy growing at 3.8% with sticky inflation 3% could provoke some"
X Link 2025-09-25T13:26Z [----] followers, [---] engagements

"Jobless claims at 218K signal a rock-solid labor market 💪. With no slowdown in sight how can the Fed justify cutting rates with inflation still sticky at 3% Their focus might shift back to the inflation fight. Jobless claims fell to 218K continuing to signal stability in the job market. https://t.co/jD4nyBrMkJ Jobless claims fell to 218K continuing to signal stability in the job market. https://t.co/jD4nyBrMkJ"
X Link 2025-09-25T13:29Z [----] followers, [---] engagements

"Unprofitable tech up 60%+ 🚀 This is unsustainable froth. 🧼 This is a battle between short-term momentum & long-term gravity. ⚖ Gravity ultimately wins. When the cycle turns the fall may be brutal. 📉 Check your holdings' quality to avoid the coming pain. ✅ ⚠Investors are piling into UNPROFITABLE tech stocks: Since the end of July a basket of unprofitable tech companies tracked by UBS has risen 21% while its profitable tech counterpart gained 2.1% and the Nasdaq [---] Index rose 5.9%. Unprofitable TECH is up 60% since April. https://t.co/mmkGsWg3xy ⚠Investors are piling into UNPROFITABLE tech"
X Link 2025-09-25T16:24Z [----] followers, [---] engagements

"PCE hits the bullseye 🎯 No overheating ❌ no deflation scare ❌. Just a smooth disinflation path. The Fed's "soft landing" wish is in sight ✈ August PCE #inflation +2.7% year/year vs. +2.7% est. & +2.6% prior core PCE +2.9% vs. +2.9% est. & +2.9% prior https://t.co/Ec32g3piby August PCE #inflation +2.7% year/year vs. +2.7% est. & +2.6% prior core PCE +2.9% vs. +2.9% est. & +2.9% prior https://t.co/Ec32g3piby"
X Link 2025-09-26T13:10Z [----] followers, [---] engagements

"Peter suggests that the US is flying without a parachute. 🪂 With debt at 123% of GDP the Fed can't fight inflation without triggering a debt spiral. Portfolio takeaway Favor inflation hedges (gold TIPS) over long-duration bonds. 📉 #Investing #Macro From the free Newsletter: Debt has Castrated the Fed https://t.co/e69jNOuyRP Debt is [--] times higher than the 1970s. Meaning the Volcker parachute that backstopped our entire financial Ponzi for [--] years is gone." "We're flying without a parachute." https://t.co/DHjtfVidjt From the free Newsletter: Debt has Castrated the Fed"
X Link 2025-09-26T13:16Z [----] followers, [---] engagements

"The S&P 500's rock-bottom FCF yield signals very rich valuation 🚨. If interest rates don't fall a lot the path for appreciation narrows dramatically. Earnings must grow into the premium multiple suggesting a growing ceiling on continual significant gains. S&P [---] free cash flow yield has fallen to 2.58% the lowest level since the Global Financial Crisis 🚨🚨🚨 https://t.co/pya0wO8QNK S&P [---] free cash flow yield has fallen to 2.58% the lowest level since the Global Financial Crisis 🚨🚨🚨 https://t.co/pya0wO8QNK"
X Link 2025-09-27T12:47Z [----] followers, [---] engagements

"A rare market anomaly is back 🤔 Microsoft bonds now yield LESS than US Treasurys just like IBM did years ago. When this happens it signals a huge scramble for safety & quality. 🚨 From the @wsj article Why Microsoft Has Lower Borrowing Costs Than the U.S. #economy #markets #bonds https://t.co/TX1PRsebCX From the @wsj article Why Microsoft Has Lower Borrowing Costs Than the U.S. #economy #markets #bonds https://t.co/TX1PRsebCX"
X Link 2025-09-29T11:55Z [----] followers, [---] engagements

"YieldMax ETFs: A brutal ASYMMETRY. ⚖ Retail chases the sizzle (yield). ✨ Pros get the steak (total return). 🥩 Retail is selling lottery tickets for pocket change. Fine until the ticket hits. 🎫 Then retail has pennies🪙 the pros have the mega jackpot. 💰The chart shows this"
X Link 2025-09-29T18:05Z [----] followers, [---] engagements

"The brutal derivative math of YieldMax ETFs: ➡ Stock goes UP: The stock greatly outperforms the ETF. Heads you lose (relatively). See Chart Stock goes DOWN: Returns are similarly bad for the ETF. Tails you lose (absolutely). A sacrifice of the upside without gaining real downside protection. Or a lopsided asymmetric bet"
X Link 2025-09-29T18:36Z [----] followers, [---] engagements

"What's more saturated in America: private equity funds or fast food With [-----] PE funds and [-----] McDonald's the answer is clear. We're a nation of financiers living on burgers. 🤯 Crazy https://t.co/odcnf3HfxD 🤯 Crazy https://t.co/odcnf3HfxD"
X Link 2025-10-02T12:25Z [----] followers, [---] engagements

"The S&P "general" is charging to new highs 🏔 But the A/D Line "troops" aren't following closely. 🚩 This bearish divergence signals a NARROW rally marked on the graph by red dots by Mark. The advance lacks an army or a possible Top (T)⚠ Short-term divergences sometimes matter and sometimes don't making them a condition not a signal. https://t.co/YPLD3Ybnk8 Short-term divergences sometimes matter and sometimes don't making them a condition not a signal. https://t.co/YPLD3Ybnk8"
X Link 2025-10-10T13:20Z [----] followers, [---] engagements

"The post-shock map is drawn. [--] lines tell the story: ⛰ Rebound Peak (Resistance) 🛡 Drop Low (Support) 🌪 VIX (Momentum) The breakout from this zone dictates the probable medium term trend. A rare technical setup has triggered: The S&P [---] hit record highs Then saw its sharpest one-day drop in months VIX spiked 30% Historical backtests show this combo often precedes a short-lived rebound followed by market inconsistency and defensive rotation. A warning https://t.co/CDKmBvM05v A rare technical setup has triggered: The S&P [---] hit record highs Then saw its sharpest one-day drop in months VIX"
X Link 2025-10-15T00:27Z [----] followers, [---] engagements

"The announcements from $GM and Ford $F are a clear signal that the EV market isnt as large as hoped without massive government subsidies. Who could have guessed https://www.wsj.com/business/autos/gm-faces-1-6-billion-charge-on-ev-pullback-bb7e4c2est=5HSd9S&reflink=article_copyURL_share https://www.wsj.com/business/autos/gm-faces-1-6-billion-charge-on-ev-pullback-bb7e4c2est=5HSd9S&reflink=article_copyURL_share"
X Link 2025-10-15T01:38Z [----] followers, [---] engagements

"S&P [---] $VOO / Gold $GLD ratio: A market reliant on AI while gold outperforms isn't healthyit's confused. It's a tug-of-war between tech optimism and systemic fear. This narrow foundation may be more fragile than many realize"
X Link 2025-10-16T18:46Z [----] followers, [---] engagements

"$FICO Many "uncertainties" according to management http://t.co/SDSwb89Foe"
X Link 2014-01-23T17:40Z [----] followers, [--] engagements

"Where did the optimism go so fast http://t.co/63yjhR6VAA"
X Link 2014-08-06T01:49Z [----] followers, [--] engagements

"Financials like $LNC are starting to exhibit relative strength at the same time that bond rates are rising. http://t.co/ceJaeH6wYq"
X Link 2014-09-18T22:32Z [----] followers, [--] engagements

"$SPX The S&P [---] may be going nowhere fast because too many stocks like Pepsico $PEP are extremely EXPENSIVE"
X Link 2016-05-21T14:24Z [----] followers, [--] engagements

"Jeff Grudlach's DoubleLine is cutting its exposure to junk bonds and emerging-market debt. https://www.bloomberg.com/news/articles/2017-08-08/gundlach-wary-of-pricey-market-sets-cap-on-doubleline-s-growth https://www.bloomberg.com/news/articles/2017-08-08/gundlach-wary-of-pricey-market-sets-cap-on-doubleline-s-growth"
X Link 2017-08-17T14:00Z [----] followers, [--] engagements

"Today the High Yield Master Index tightened to a very low [---] basis points which is near a record low compensation for credit risk. It's down from over [----] basis points in the middle of Financial crisis. "More money has been lost reaching for yield than at the point of a gun.""
X Link 2018-04-20T13:39Z [----] followers, [--] engagements

"The yield on 3-mo. T-bills now exceeds the dividend yield of the S&P [---] for the 1st time in a decade. It has been said that the Fed's job is to take the punch bowl away as the party gets going raising interest rates when the economy is growing too fast and inflation threatens"
X Link 2018-05-15T16:24Z [----] followers, [--] engagements

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