@ForwardGuidance Avatar @ForwardGuidance Forward Guidance

Forward Guidance posts on X about inflation, ai, balance sheet, in the 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 69.53% stocks 10.16% technology brands 8.59% cryptocurrencies #5648 social networks 4.69% countries 3.91% celebrities 2.34% financial services 2.34% currencies 2.34% automotive brands 1.56%

Social topic influence inflation #1273, ai 13.28%, balance sheet #1854, in the 8.59%, money 7.03%, gold 6.25%, apple 6.25%, debt 5.47%, kevin warsh #76, liquidity 4.69%

Top accounts mentioned or mentioned by @fejauinc @qthomp @tylerneville @josephwang @vincentdeluard @crossbordercap @lynaldencontact @jackfarley96 @raoulgmi @bitteljulien @tyler_neville_ @dampedspring @dimartinobooth @jackfarley96s @warrenpies @bickerinbrattle @biancoresearch @jamcroissant @dariusdale42 @rcwhalen

Top assets mentioned Spotify Technology (SPOT) Bitcoin (BTC) Metadium (META) Coinbase Global Inc. (COIN) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"The rate-cut window is closing fast Disinflation from lagging rents is temporary so cuts have to happen before inflation reasserts itself and credibility vanishes "you really have to do it now before the lie becomes so obvious @VincentDeluard"
X Link 2026-02-13T17:15Z 26.7K followers, [----] engagements

"Key takeaways: ➤ Fed independence is at risk under Trump ➤ Fiscal policy shifts could flip from drag in late-2025 to surge in [----] ➤ Money creation acceleration is the ultimate driver ➤ Commodities EMs and crypto are the new hedges ➤ Investors need to rethink portfolios for a boiling hot U.S. economy"
X Link 2025-08-28T17:15Z 26.7K followers, [----] engagements

"AI capex is funded by its own spending loop. @dampedspring The money that funds the debt comes from the spending the debt creates. Borrow build pay suppliers and those dollars re-emerge as the capital that absorbs issuance"
X Link 2026-01-10T17:07Z 26.7K followers, 22.2K engagements

"Hyperscalers out of cash selling securities and plowing everything into CapEx so the winners of this cycle are no longer their stocks they're the bottlenecks theyre forced to buy @qthomp"
X Link 2026-01-12T15:15Z 26.7K followers, 56.8K engagements

"ICYMI: The Fed Is Background Noise While Markets Reprice Reality We Cover: 🔸 Most boring Fed meeting 🔸 Mindblowing metals squeeze 🔸 Can you justify U.S. multiples 🔸 AI CapEx killing buybacks & more @Tyler_Neville_ @qthomp @fejau_inc Timestamps: 00:00 Intro 02:48 Fed Meeting Recap 08:30 Metals Squeeze 15:25 Ads (Grayscale) 16:05 Cyclical Re-acceleration And Massive Rotation 23:00 Productivity Boom And AI CapEx Killing Buybacks 29:46 Ads (Grayscale Coinbase) 31:18 Can You Justify U.S. Multiples 38:22 Market Structure And Risks Brewing 48:33 Market Dispersion And The Next Trade 54:18 Crypto"
X Link 2026-01-31T16:19Z 26.6K followers, [----] engagements

"The Fed is completely missing the moment. Global macro forces are overwhelming the framework they keep hiding behind. Metals going parabolic while the dollar craters and Powell can't talk about either Why am I listening to you right now @Tyler_Neville_ @fejau_inc"
X Link 2026-02-01T22:18Z 26.6K followers, [----] engagements

"The Fed cant cut the way markets (or Trump) want. Not without a major shift in whos making the decisions. To really rip it " you need to be able to fire Cook and you need to be able to have Powell out of there" @fejau_inc"
X Link 2026-02-02T17:07Z 26.6K followers, [----] engagements

"New interview with @josephwang airing tomorrow We cover all things Kevin Warsh and how his nomination could impact the Fed's balance sheet path of rates and more"
X Link 2026-02-03T22:30Z 26.7K followers, [----] engagements

"ICYMI: Will Trump's New Fed Chair Crash Markets We Cover: 🔸 The Fed under Kevin Warsh 🔸 Shrinking the balance sheet 🔸 Fed independence 🔸 Rate cuts QE myths silver & more @josephwang @fejau_inc Timestamps: 00:00 Intro 02:54 Fed Leadership QE & Policy Direction 06:36 Ads (Grayscale) 14:10 Monetary Systems & Central Banking Frameworks 19:18 Ads (Grayscale Coinbase) 24:54 Fed Independence Regulation & Rates 36:00 New Fed Chair Challenges & Political Pressure 43:07 Market Reactions Speculation & Silver 47:15 Final Thoughts Links Below https://twitter.com/i/web/status/2019431289275765036"
X Link 2026-02-05T15:21Z 26.7K followers, [----] engagements

"NEW ROUNDUP: Markets Are Entering A New Era Of AI-Driven Disruption We Cover: 🔸 Productivity regime shift 🔸 Mag7 buybacks fading 🔸 Factor rotations 🔸 Bitcoins failure vs gold 🔸 Fed policy Epstein list & more @Tyler_Neville_ @qthomp @fejau_inc Links Below"
X Link 2026-02-06T17:58Z 26.7K followers, 11.9K engagements

"Headline indices look resilient because value is surging while growth is breaking down Under the surface AI data center CapEx is introducing credit risk and "removing buybacks at a time when everybody is long those stocks" @fejau_inc"
X Link 2026-02-06T18:30Z 26.7K followers, 22.1K engagements

"Under Kevin Warsh the Fed will be entering a new regime where balance sheet policy matters as much or more than rate cuts. 🧵Summary of our latest interview with @josephwang"
X Link 2026-02-07T15:01Z 26.6K followers, [----] engagements

"Kevin Warshs nomination signals a clear shift. Hes been consistently hawkish for over a decade driven by a monetarist view that expanding the Feds balance sheet fuels inflation. That framework made sense in [----] but it failed the empirical test of the last [--] years. QE didnt cause consumer inflation because it wasnt money printing for spending. It was an asset swap: reserves in exchange for Treasuries. Purchasing power didnt increase financial conditions just eased. QE inflated asset prices not Main Street prices. https://twitter.com/i/web/status/2020150920240058625"
X Link 2026-02-07T15:01Z 26.6K followers, [---] engagements

"The next Fed's real priority isnt aggressive QE or even rapid rate cuts its shrinking the Feds balance sheet and reducing the Feds influence. Thats risk-negative at the margin but there are paths to do it without detonating markets. This shift also reflects a broader shift away from strict central bank independence. Historically most countries operated with close Treasurycentral bank coordination. The idea that independence is sacred is relatively new and potentially fading. https://twitter.com/i/web/status/2020150921297072580 https://twitter.com/i/web/status/2020150921297072580"
X Link 2026-02-07T15:01Z 26.6K followers, [---] engagements

"Crucially the link between interest rates and inflation is weaker than most assume. We had zero rates and massive QE with no inflation post-GFC then 5% rates with no recession in the 2020s. Inflation depends far more on structure demographics and fiscal forces than Fed Funds. With that in mind the roughly two cuts priced into the SOFR curve at the moment may be underpricing the new rates-dovish Fed especially given the balance sheet appears to be the preferred lever under a Warsh-led regime. Ultimately Kevin Warshs nomination signals a regime shift at the Fed away from QE and strict"
X Link 2026-02-07T15:01Z 26.6K followers, [--] engagements

"@josephwang Key takeaways: QE inflates assets not retail prices Balance sheet policy is the new battleground Rate cut-driven inflation fears are overstated Markets may be mispricing how political this Fed could become"
X Link 2026-02-07T15:01Z 26.6K followers, [---] engagements

"ICYMI: Markets Are Entering A New Era Of AI-Driven Disruption We Cover: 🔸 Productivity regime shift 🔸 Mag7 buybacks fading 🔸 Factor rotations 🔸 Bitcoins failure vs gold 🔸 Fed policy Epstein list & more @Tyler_Neville_ @qthomp @fejau_inc Timestamps: 00:00 Intro 02:16 De-Leveraging and Market Stress 05:20 AI CapEx vs Buybacks and Mag7 14:04 Crypto Bloodbath and Risk Assets 18:47 Ads (Grayscale) 21:42 Credit Risk Factors and Fed Path 32:52 Epstein Fallout 35:47 Ads (Grayscale Coinbase) 37:19 Market Structure Bond Market 46:18 Private Equity and AI CapEx 59:27 Final Thoughts"
X Link 2026-02-07T16:14Z 26.7K followers, 22.1K engagements

"Kevin Warsh has been remarkably consistent: hawkish on inflation before the GFC hawkish after the GFC and hawkish through a decade where inflation stubbornly undershot targets He may be promising rate cuts but he also has a chance to achieve his long-standing goal of shrinking the Feds balance sheet @josephwang https://twitter.com/i/web/status/2020182586056757593 https://twitter.com/i/web/status/2020182586056757593"
X Link 2026-02-07T17:07Z 26.7K followers, 32.7K engagements

"@Tyler_Neville_ @qthomp @fejau_inc Buybacks were a hidden stabilizer for a decade. As Mag7 redirect cash toward massive AI capex that incremental bid disappears changing equity microstructure at the exact moment positioning is most one-sided and passive ownership most concentrated"
X Link 2026-02-08T14:45Z 26.6K followers, [---] engagements

"@Tyler_Neville_ @qthomp @fejau_inc Policy adds another layer. A productivity boom is disinflationary but it can still be socially destabilizing via job losses while GDP booms because of hundreds of billions in CapEx previously spent on buybacks"
X Link 2026-02-08T14:45Z 26.6K followers, [---] engagements

"That tension points toward front-end rate cuts without long-end support steepening curves and shifting the winners away from mega-caps. This is essentially the Warsh and Bessent playbook: ease the front end to support labor and growth while continuing balance-sheet reduction and letting long rates clear. Its a reversal of the post-GFC regime that suppressed duration favored mega-cap tech and relied on asset inflation over Main Street credit. A steeper curve reallocates returns toward banks and real-economy lending explicitly away from buyback-driven Mag7 dominance."
X Link 2026-02-08T14:45Z 26.6K followers, [---] engagements

"@Tyler_Neville_ @qthomp @fejau_inc Key takeaways: AI productivity changes valuation math Buyback removal alters market structure Dispersion is massive but holding up the index New policy regime favors Main Street credit over Mag7 asset inflation"
X Link 2026-02-08T14:45Z 26.6K followers, [---] engagements

"Expecting QE while rates are still elevated misunderstands the consensus policy sequence. QE at the moment is a huge stretch but before we ever get proper QE with the Fed buying longer-dated bonds you are gonna have to cut the policy rate down to zero first @josephwang"
X Link 2026-02-09T15:30Z 26.7K followers, [----] engagements

"The AI arms race is forcing mega-cap tech to permanently change how they allocate capital They're shifting from buybacks toward energy infrastructure and financing which is a long-term hit to margins and multiples: "theyre fundamentally changing their business models" @qthomp"
X Link 2026-02-10T15:30Z 26.7K followers, [----] engagements

""There just doesnt seem to be any downside in having a large Fed balance sheet" Excess reserves leave banks flush with liquidity reducing the odds of funding stress and bank runs. You can design safety with a smaller balance sheet too but it requires heavier regulation and more backstop facilities @josephwang https://twitter.com/i/web/status/2019457803040030763 https://twitter.com/i/web/status/2019457803040030763"
X Link 2026-02-05T17:07Z 26.7K followers, [----] engagements

"The next months dips should be underwritten with policy risk: "Think about what you wanna buy in a world where Republicans dont have both houses" @qthomp"
X Link 2026-02-07T22:18Z 26.7K followers, [----] engagements

"On rates hes not convinced Kevin Warsh will be the hawk many expect. The window for cuts is narrow because of lagged rents data in CPI and political and institutional pressure likely favors easing before inflation reasserts itself more visibly. AI CapEx is already inflationary in the real economy. Regardless of long-term productivity gains building massive data centers requires steel energy labor and financing boosting nominal growth now not later. https://twitter.com/i/web/status/2022687555825672216 https://twitter.com/i/web/status/2022687555825672216"
X Link 2026-02-14T15:01Z 26.7K followers, [--] engagements

"Energy and metals could be one of the clearest trades heading into next year because they make sense in so many potential regimes @fejau_inc ➤ Physical bottlenecks across key commodities ➤ Hedge against inflation/deficits ➤ Benefit from lower real rates ➤ Benefit from AI energy demand"
X Link 2025-12-07T17:07Z 26.7K followers, 143.6K engagements

"ICYMI: How I Called 2026's Biggest Rally We Cover: 🔸 [----] nominal growth boom 🔸 Second wave of inflation 🔸 The pessimism bubble 🔸 Warsh PMs investing out of U.S. & more @VincentDeluard @fejau_inc Timestamps: 00:00 Introduction 02:28 [----] Growth Acceleration Taxes & Fiscal Policy 13:15 Ads (Grayscale) 19:32 Monetary Policy Kevin Warsh & Inflation 24:33 AI CapEx Boom Energy Demand & Growth 29:54 Ads (Grayscale Coinbase) 40:27 Geopolitics Energy & Global Allocation 47:48 Commodities & Precious Metals 51:30 Final Thoughts https://twitter.com/i/web/status/2021983771827052830"
X Link 2026-02-12T16:24Z 26.7K followers, 15.4K engagements

"Manufacturing is waking up ISM PMI just moved above [--] for the first time in years and manufacturing payrolls printed positive for the first time in a couple of years. @fejau_inc Here are the best performing assets [--] months after those two trigger"
X Link 2026-02-14T19:45Z 26.7K followers, [----] engagements

"Heres the tension: the economy is re-accelerating but markets arent broadening. The S&P can be flat while the average stock moves double digits. Dispersion is near 30-year extremes meaning this is a relative performance market not an index market. Thats why passive exposure is quietly failing. Correlations that held for decades are breaking even between defensive sectors. When liquidity is constrained not everything can go up. You have to pick your spots"
X Link 2026-02-15T14:45Z 26.7K followers, [---] engagements

"NEW POD: Will Trump's New Fed Chair Crash Markets We Cover: 🔸 The Fed under Kevin Warsh 🔸 Shrinking the balance sheet 🔸 Fed independence 🔸 Rate cuts QE myths silver & more @josephwang @fejau_inc Links Below"
X Link 2026-02-04T14:45Z 26.7K followers, 21.6K engagements

"NEW POD: How I Called 2026's Biggest Rally We Cover: 🔸 [----] nominal growth boom 🔸 Second wave of inflation 🔸 The pessimism bubble 🔸 Warsh PMs investing out of U.S. & more @VincentDeluard @fejau_inc Links Below Apple 🎙: Spotify 🎙: YouTube 🎥: https://youtu.be/UJoka5j_rUI https://bit.ly/4348ATS https://bit.ly/4lwcEVs https://youtu.be/UJoka5j_rUI https://bit.ly/4348ATS https://bit.ly/4lwcEVs"
X Link 2026-02-11T14:45Z 26.7K followers, 14K engagements

"Tax receipts say no recession and growth is accelerating "In the next four weeks were gonna get about $200 billion in tax refund checks and when you have a windfall gain you just spend it right away. @VincentDeluard"
X Link 2026-02-11T17:07Z 26.7K followers, 24.4K engagements

"NEW ROUNDUP: Dispersion Is Exploding While Main Street Reaccelerates We Cover: 🔸 Labor market reacceleration 🔸 Unprecedented market dispersion 🔸 AI breaking correlations 🔸 Rotation to bottlenecks 🔸 Why Bitcoin is failing & more @Tyler_Neville_ @qthomp @fejau_inc Links Below https://twitter.com/i/web/status/2022321426683064731 https://twitter.com/i/web/status/2022321426683064731"
X Link 2026-02-13T14:46Z 26.7K followers, 21.4K engagements

"The labor market bottomed and is now re-accelerating Januarys 130k non-farm payroll print is the first statistically meaningful job growth in a year pointing to an early-cycle re-acceleration. We had a little recession in the spring.and now were starting to lift off again. @fejau_inc"
X Link 2026-02-13T16:15Z 26.7K followers, 24.3K engagements

"ICYMI NEW POD: Dispersion Is Exploding While Main Street Reaccelerates We Cover: 🔸 Labor market reacceleration 🔸 Unprecedented market dispersion 🔸 AI breaking correlations 🔸 Rotation to real assets 🔸 Why Bitcoin is failing & more @Tyler_Neville_ @qthomp @fejau_inc Timestamps: 00:00 Intro 05:28 Main Street Re-Accelerating 12:23 Ads (Grayscale) 13:04 AI CapEx Is Breaking Correlations (RIP Passive) 19:55 Exploding Dispersion & Capital Rotation Plays 23:32 Retail vs Hedge Funds: Whos Crowded 32:08 Ads (Grayscale Coinbase) 33:43 Crowded Trades & Atoms vs Bits 39:50 AI Bottlenecks & Real Asset"
X Link 2026-02-14T14:17Z 26.7K followers, [----] engagements

"That strength is about to be reinforced. Roughly $200B in retroactive tax refunds are set to hit households and research shows windfalls get spent quickly creating a near-term fiscal impulse most models understate. Beyond refunds Deluard expects more fiscal stimulus later in [----] driven by tariff revenues and political incentives ahead of the midterms. Strong revenues mean more fiscal room than markets currently assume"
X Link 2026-02-14T15:01Z 26.7K followers, [---] engagements

"More fiscal stimulus is coming this year Tariff-related funds are temporarily delayed by the Supreme Court but the longer they sit the harder they are to unwind. As soon as thats clear.the tariff money will be there and the political incentive to spend it will be very large. @VincentDeluard https://twitter.com/i/web/status/2022719290684616856 https://twitter.com/i/web/status/2022719290684616856"
X Link 2026-02-14T17:07Z 26.7K followers, [----] engagements

"@Tyler_Neville_ @qthomp @fejau_inc The labor market story for [----] isnt bad data revisions. Its that the economy absorbed a real slowdown in [----] and came out the other side. After months of negative prints jobs growth is turning positive reminiscent of early-cycle behavior"
X Link 2026-02-15T14:45Z 26.7K followers, [---] engagements

"@Tyler_Neville_ @qthomp @fejau_inc At the same time ISM manufacturing PMI moved back above [--] and manufacturing payrolls turned positive. Historically when those two signals flip together after a long contraction you see the following median [--] months returns"
X Link 2026-02-15T14:45Z 26.7K followers, [---] engagements

"AI is central to this shift. CapEx isnt going away but its downstream effects matter more now. The winners are the bottlenecksenergy materials memory industrial capacity. The losers are crowded long-duration software trading at 30x multiples while AI draws the durability of those future cash flows into question. https://twitter.com/i/web/status/2023045911283130687 https://twitter.com/i/web/status/2023045911283130687"
X Link 2026-02-15T14:45Z 26.7K followers, [---] engagements

"@Tyler_Neville_ @qthomp @fejau_inc Big picture: the everything trade is over. Capital is rotating from digital abundance to physical scarcity from growth multiples to real assets and from index hugging to active positioning. This is what regime change looks like in real time"
X Link 2026-02-15T14:45Z 26.7K followers, [----] engagements

"@Tyler_Neville_ @qthomp @fejau_inc Check out the full episode & more below ➤ YouTube 🎥: ➤ Apple🎙: ➤ Spotify🎙: https://bit.ly/42eoqfF https://bit.ly/4lwcEVs https://bit.ly/3RRGMgs https://bit.ly/42eoqfF https://bit.ly/4lwcEVs https://bit.ly/3RRGMgs"
X Link 2026-02-15T14:45Z 26.7K followers, [----] engagements

"Markets look calm on the surface but theyre not. The S&P is roughly flat for the year while dispersion just hit the 99th percentile and the average stock moved 10.8% in a month. Correlations are breaking as growth bleeds and capital rotates into supply-constrained real-asset themes. @fejau_inc https://twitter.com/i/web/status/2023128996054003947 https://twitter.com/i/web/status/2023128996054003947"
X Link 2026-02-15T20:15Z 26.7K followers, [----] engagements

"NEW FED FUNDS TERMINAL RATE OF 4.72% THIS MEANS THE MARKET IS PRICING IN THAT THE FED DOES AN ADDITIONAL [---] or [---] bps OF HIKES (6 or [--] [--] bps hikes) INTO SPRING [----] BEFORE BACKING OFF"
X Link 2022-10-10T14:54Z 26.7K followers, [---] engagements

"BREAKING: Jamie Dimon says U.S. is likely to go into a recession over the next [--] to [--] months"
X Link 2022-10-10T16:41Z 26.7K followers, [---] engagements

"BREAKING: Consumer price inflation comes in "hot" (above expectations) yet again U.S. Headline YOY 8.2% vs. 8.1% expected U.S. Core YOY 6.6% vs. 6.5% expected U.S. Headline MOM 0.4% vs. 0.2% expected () U.S. Core MOM 0.6% vs. 0.5% expected 🧵"
X Link 2022-10-13T12:46Z 26.7K followers, [---] engagements

""I don't want to be hyperbolic but I would be SHOCKED if the S&P [---] wasn't below [----] in the next three months" - @gnoble79 Apple 🔊 Spotify 🔊 YouTube 📽 https://rb.gy/pztluz https://rb.gy/kghnt0 https://rb.gy/7lhfsv https://rb.gy/pztluz https://rb.gy/kghnt0 https://rb.gy/7lhfsv"
X Link 2022-10-13T13:44Z 26.7K followers, [---] engagements

"Jamie Dimon: "we (JPMorgan) would have pretty damn good returns in a recession.""
X Link 2022-10-14T13:03Z 26.7K followers, [---] engagements

"NEW INTERVIEW W/ @DiMartinoBooth AIRING ON MONDAY 🔥 Her framework: watch out. The securitization market is going to get smoked. And unlike [----] the Fed will not come to the rescue"
X Link 2022-10-22T15:07Z 26.7K followers, [---] engagements

"There's a brewing credit crisis in car loans 🚗 according to @DiMartinoBooth. Borrowers are now walking away from their cars because they know they can't pay the loan back. Link to full interview: Apple 🔊 Spotify 🔊 https://rb.gy/hj7lb8 https://rb.gy/ncquad https://rb.gy/hj7lb8 https://rb.gy/ncquad"
X Link 2022-10-25T13:31Z 26.7K followers, [---] engagements

"BREAKING: $GOOGL EARNINGS DOWN 25% YEAR-OVER-YEAR Stock down 6% in after-hour trading"
X Link 2022-10-25T20:15Z 26.7K followers, [---] engagements

"BREAKING: Bank of Canada hikes by [--] basis points (less than the [--] bps expected): "The effects of recent policy rate increases by the Bank are becoming evident in interest-sensitive areas of the economy: housing activity has retreated sharply and spending. is softening.""
X Link 2022-10-26T14:06Z 26.7K followers, [---] engagements

"Banks: 'I lent money to people with FICOs above [---] so my loan book will do well in this recession.' Not so fast says @DiMartinoBooth. There's massive FICO inflation as lenders substituted traditional income verification w/ stimulus payment check https://rb.gy/ncquad https://rb.gy/ncquad"
X Link 2022-10-26T16:48Z 26.7K followers, [---] engagements

"🔥 interview w/ @LynAldenContact airs tomorrow 🔥 "The Bursting Of The Sovereign Bond Bubble""
X Link 2022-10-26T21:51Z 26.7K followers, [---] engagements

"Harris Kupperman @hkuppy on $META: "Everyone thinks the tech bubble is contained to San Francisco real estate. I think it's going to have much bigger implications." https://rb.gy/wwvhje https://rb.gy/wwvhje"
X Link 2022-10-27T01:00Z 26.7K followers, [---] engagements

"BREAKING: FEDERAL RESERVE HIKES RATES BY [--] BASIS POINTS ONE SENTENCE (IN RED) SPURS SPECULATION THAT FUTURE INTEREST RATE HIKES WILL BE LESS SEVERE"
X Link 2022-11-02T18:13Z 26.7K followers, [---] engagements

"FED CHAIR POWELL: INCOMING DATA SINCE LAST FED MEETING SUGGESTS THAT ULTIMATE LEVEL OF INTEREST RATES WILL BE HIGHER THAN PREVIOUSLY EXPECTED "PREVIOUSLY EXPECTED" LIKELY REFERS TO 4.6% FROM SEPTEMBER MEETING"
X Link 2022-11-02T18:39Z 26.7K followers, [---] engagements

"Jim Bianco on why today's Fed meeting was a "cold slap in the face to the stock market": "There are a lot more rate hikes coming." @JackFarley96's full interview w/ @biancoresearch & @josephwang airs tomorrow morning 🔥"
X Link 2022-11-02T22:33Z 26.7K followers, [---] engagements

"BREAKING: SEQUOIA CAPITAL MARKS DOWN ITS INVESTMENT IN FTX AT $0 A LOSS OF $150 MILLION"
X Link 2022-11-10T02:32Z 26.7K followers, [---] engagements

"BREAKING: Tether slips to lowest level since May"
X Link 2022-11-10T04:20Z 26.7K followers, [---] engagements

"On February [--] [----] Fed Chair Jay Powell had a meeting with these senior members of the now-bankrupt crypto firm FTX: -Sam Bankman-Fried CEO and Founder -Mark Wetjen Regulatory Strategy -Ryne Miller General Counsel -Zach Dexter US Derivatives -Brett Harrison President"
X Link 2022-11-21T01:20Z 26.7K followers, [---] engagements

"BREAKING: Goldman Sachs to cut up to [----] jobs"
X Link 2022-12-16T15:12Z 26.7K followers, 47.6K engagements

"Just aired - @josephwang & @bondstrategist on: - The Fed's Breaking Point - The (Reverse) Wealth Effect - [----] Outlook on Bonds & Inflation - QT RRP & other plumbing issues 🪠 Apple 🔊 Spotify 🔊 YouTube https://rb.gy/ovyvtr https://rb.gy/r7dpt0 https://rb.gy/xuar1n https://rb.gy/ovyvtr https://rb.gy/r7dpt0 https://rb.gy/xuar1n"
X Link 2022-12-26T17:58Z 26.7K followers, 65.5K engagements

"BREAKING: U.S. headline CPI FALLS 0.1% month-over-month"
X Link 2023-01-12T13:32Z 26.7K followers, 19.1K engagements

"If you're betting on rate cuts prepare for pain. So says Dominique Dwor-Frecaut (ex- Fed IMF Bridgewater) who argues that the Fed has "a lot more to go" and could hike to [--] or even 8%. Apple 🔊 YouTube 📽 https://rb.gy/ga7vip https://rb.gy/dilqav https://rb.gy/ga7vip https://rb.gy/dilqav"
X Link 2023-02-06T20:01Z 26.7K followers, 51.6K engagements

"BREAKING: Federal Reserve Vice Chair Lael Brainard (leading dove 🕊 on FOMC) to depart Fed and become President Biden's top economic adviser Unclear who will replace her as Fed Vice Chair"
X Link 2023-02-14T02:59Z 26.7K followers, 593.1K engagements

"China is all set to replace the U.S. Dollar as the global reserve currency there's just one problem. Nobody wants their bonds. @jnordvig on the "extraordinary' dumping of Chinese Yuan-denominated bonds 👇 Full interview airing tomorrow"
X Link 2023-05-10T20:56Z 26.7K followers, 39.5K engagements

"Former President of the Federal Reserve Bank of Dallas on U.S. banks: "The banking system is not as well capitalized as the Fed thought" Held-to-maturity accounting is a "fiction" that bank supervisors "tolerated" "The horse has left the barn" http://rb.gy/c0i8i http://rb.gy/c0i8i"
X Link 2023-06-13T16:30Z 26.7K followers, 27.4K engagements

""if there's ever a country that can't handle higher interest rates it's Japan" - @JackFarley96 "why Japanese debt is owned by the Bank of Japan so it doesn't exist" - @VincentDeluard http://rb.gy/hzzjl http://rb.gy/hzzjl"
X Link 2023-08-29T22:27Z 26.7K followers, 20.5K engagements

"This is FALSE. @JackFarley96 account has been hacked. Do NOT send money to any address posted by this account until I regain access to my account. Don't be scammed. - Jack (the real one)"
X Link 2024-03-24T01:51Z 26.7K followers, 35.1K engagements

"New episode with Warren Mosler out now @wbmosler @fejau_inc We discuss: - Why rate cuts will help with inflation - How spending & taxes impact the economy - Trump trade & tariffs - The shifting duration of US debt & more Links below 👇"
X Link 2024-12-12T15:05Z 26.7K followers, 29.7K engagements

"Sneak peak of our upcoming episode with @WarrenPies Warren sees a growth scare hitting markets in the first half of [----] and thinks the Fed will likely cut 3-4 times by year-end because of it 👀"
X Link 2025-01-14T21:33Z 26.7K followers, 57.5K engagements

"New episode with Warren Pies out now @WarrenPies @fejau_inc We discuss: - An incoming growth scare & more rate cuts - A slowdown in housing & employment - Overblown inflation reacceleration fears - Equity valuations growth vs value & more Links below 👇"
X Link 2025-01-15T14:34Z 26.7K followers, 18.7K engagements

"New episode with Benn Eifert out now 🔥 We discuss: - Derivative & volatility strategies - The rise of ETF-wrapped derivative products - The biggest derivatives misconceptions - Flaws with Stephen Mirans tariff arguments & more @bennpeifert @fejau_inc Links below 👇"
X Link 2025-02-20T23:06Z 26.7K followers, 26.3K engagements

"New episode with Andy Constan out now 🔥 We discuss: - Quantitative Tightening [---] - Why the Feds portfolio plans are a problem for risk - The connection between QT the debt ceiling & TGA - DOGE success being anti-growth & more @dampedspring @fejau_inc Links below 👇"
X Link 2025-02-26T15:25Z 26.7K followers, 121.4K engagements

"Weekly Roundup out now 🔥 We Discuss: - Why markets lead the economy and a drawdown will trigger a recession - The possibility of stagflation & repercussions of low interest rates - The impact of Trumps political agenda on markets and the economy - Oil gold market skew & more @qthomp @jam_croissant @fejau_inc Links below 👇"
X Link 2025-02-28T14:58Z 26.7K followers, 30.8K engagements

"Jeff should've charged us for the amount of alpha he shared including his highest conviction trade at the moment @RenMacLLC Links to the full ep below 👇"
X Link 2025-03-05T20:54Z 26.7K followers, 15.5K engagements

"The advent of Bitcoin options and MicroStrategy's structured products have opened the door to a full spectrum of "Bitcoin flavors" to attract institutions Link to full panel below 👇"
X Link 2025-03-28T16:59Z 26.7K followers, 57.7K engagements

""Yeah so basically Tim Walz and Nancy Pelosi should run the US sovereign wealth fund and also ETH is going to zero" - @qthomp @fejau_inc "ffs Quinn we only just barely got the trolls off our back this week""
X Link 2025-03-31T21:10Z 26.7K followers, 24.8K engagements

"As of today we are now moving forward in integrating AI into all facets of the podcast. We are very bullish on the metaverse and so from here on out all interviews will be conducted in live-action sesame street attire starting with today's interview of @crossbordercap"
X Link 2025-04-01T17:22Z 26.7K followers, 22.8K engagements

"@Yux_ @crossbordercap Worry not ser"
X Link 2025-04-01T21:40Z 26.7K followers, 10.2K engagements

"Great overview of the Chinese economy 📉 Chinese bond yields collapsed after Trumps election and yuan defense. 🏃♂ Panic led to debt deflation and a rush to safe assets. 💸 China eased policy injected trillions and markets rebounded. 🪙 Rising yuan gold price signals effort to exit debt deflation. @crossbordercap Links to full interview below 👇"
X Link 2025-04-08T15:12Z 26.7K followers, 18.5K engagements

"The most important chart in macro We are in the middle of a massive economic paradigm shift and Wall Street is a loser in that new paradigm. @DariusDale42 Links to the full interview below 👇"
X Link 2025-04-09T15:05Z 26.7K followers, 25.2K engagements

"NEW INTERVIEW: Mel Mattison 🔥 We discuss: 📌 Why he thinks were on the cusp of another inflationary bubble 📌 The danger of growing entitlement obligations 📌 Yield curve distortions and a neutered Fed 📌 Why hes bullish gold Bitcoin & emerging markets @MelMattison1 @fejau_inc Links below 👇"
X Link 2025-04-16T14:24Z 26.7K followers, 39K engagements

"The system is so levered it couldn't take one week of Trump's economic hardball @CryptoHayes"
X Link 2025-04-23T16:15Z 26.7K followers, 65K engagements

"THIS WEEK IN ECONOMIC DATA It is going to be a big week for economic data releases where we will finally be getting some hard data to gauge the impact of tariffs. Let's unpack what to focus on this week:"
X Link 2025-04-28T15:01Z 26.7K followers, 27.7K engagements

"Big if true @qthomp @fejau_inc @DannyDayan5"
X Link 2025-04-29T18:27Z 26.7K followers, 11.7K engagements

"Robots are coming and it's not priced in. We're on the verge of a robotics supercycle while Washingtons pivot from trade wars to spending could light a fire under equities. 🧵Highlights from our latest episode with @Citrini7"
X Link 2025-05-17T15:51Z 26.7K followers, 50.7K engagements

"The Big Macro Picture: A wall of money is heading for the private sector and that stimulus will make it hard for the US economy to sink @EconstratPB"
X Link 2025-05-28T15:50Z 26.7K followers, 42.4K engagements

"DOGE failed. All of us all the losers because of it @biancoresearch"
X Link 2025-06-04T20:05Z 26.7K followers, 28.9K engagements

"New episode is out now @qthomp @Tyler_Neville_ @fejau_inc We discuss: - The global fiscal supercycle - Geopolitical impact on markets - Unwinding of the U.S Dollar trade - Can A.I bail us out CPI jobless claims & more Links Below"
X Link 2025-06-14T11:57Z 26.7K followers, 30.7K engagements

"The Fed is dragging its feet for a reason. We're entering a new regime where monetary policy exists to finance the deficit not manage inflation"
X Link 2025-06-29T16:02Z 26.7K followers, 54.2K engagements

"🎙NEW POD: The Only Assets That Beat Fiat Debasement We Discuss: 🔶 How fiat debasement drives markets 🔶 AI & robots replacing humans 🔶 Why recessions may be gone forever 🔶 The next big liquidity-driven boom 🔶 ASI as the new religion & more @RaoulGMI @BittelJulien @fejau_inc Links Below"
X Link 2025-07-09T13:51Z 26.7K followers, 102.1K engagements

"We Cant Outgrow This Debt With declining productivity and demographics governments are forced to pile debt on balance sheets just to pay interest. This is the everything code: rates down first then currency debasement. @RaoulGMI @BittelJulien"
X Link 2025-07-09T15:31Z 26.7K followers, 23.4K engagements

"Markets run on one simple code now. And there are only two assets that escape fiat decay. 🧵Highlights from our latest episode with Raoul Pal & Julien Bittel: @fejau_inc @RaoulGMI @BittelJulien"
X Link 2025-07-09T19:02Z 26.7K followers, 12.9K engagements

"If everything is at all-time highs why is the Fed cutting rates 🎙 @SantiagoAuFund"
X Link 2025-08-15T16:31Z 26.7K followers, 17.6K engagements

"Soaring Gold = Falling Birthrates Monetary inflation pushes up assets housing and kills family formation. @crossbordercap all over the demographic decay of the West"
X Link 2025-10-04T16:07Z 26.7K followers, 12.7K engagements

"🎙NEW ROUNDUP: Global Liquidity Cycle & the Worldwide Rush Into Hard Assets We Cover: 🔸 Global liquidity cycle topping 🔸 Main Street recession and re-acceleration 🔸 Gold vs Bitcoin in the debasement trade 🔸 Chinas liquidity push and stablecoin risk @crossbordercap @qthomp @fejau_inc Links Below"
X Link 2025-10-17T14:15Z 26.7K followers, 73K engagements

"Just recorded with @LynAldenContact Something about trains and the Fed balance sheet"
X Link 2025-10-27T18:10Z 26.7K followers, 57.2K engagements

"🎙NEW POD: Deficits Are Forcing the Fed Back Into Expansion We Cover: 🔸 Tariffs slowing (but not stopping) the fiscal train 🔸 The Feds limited control over fiscal inflation 🔸 QT ending & Fed balance sheet expansion 🔸 The evolution of the debasement trade @LynAldenContact @fejau_inc Links Below"
X Link 2025-10-29T14:06Z 26.7K followers, 82K engagements

"Everyones waiting for QE to save the market. But Miran & Bessents view flips that script: ease on rates while tightening the balance sheet. They see QE as the poison of the past decade boosting tech valuations rather than the real economy. Scarce reserves not abundant liquidity. Ironically that could help small businesses more than the tech giants @fejau_inc"
X Link 2025-11-08T16:15Z 26.7K followers, 25.4K engagements

"NEW ROUNDUP: Hawkish Fed Market Stress & a K-Shaped America We Cover: 🔶 Governement shutdown fallout 🔶 The Fed shifting hawkish 🔶 Widening inequality & generational divide 🔶 The [----] acceleration playbook @Tyler_Neville_ @qthomp @fejau_inc Links Below"
X Link 2025-11-14T15:47Z 26.7K followers, 102K engagements

"Who is the leader of the global monetary system - the Federal Reserve or the Eurodollar system Tomorrow @EmilKalinowski and @JackFarley96 debate. Emil discusses why: -we're in a "Silent Depression" -CPI increases are NOT inflation -the dollar is going up"
X Link 2022-07-06T21:30Z 26.7K followers, [---] engagements

"The Consequences of a Strong USD 💵: A strong dollar diminishes liquidity Leading to unexpected insolvencies Resulting in a credit market implosion Full explanation by @Halsrethink in the comments"
X Link 2022-07-25T19:20Z 26.7K followers, [---] engagements

"U.S. Composite Purchasing Managers' Index (PMI) at [----]. (50 indicates growth [--] indicates contraction) "The rate of contraction also outpaced anything recorded outside of the initial pandemic outbreak since the series began nearly 13-years ago.""
X Link 2022-08-23T15:45Z 26.7K followers, [---] engagements

"Texas just banned these huge financial firms based on their ESG practices: - BlackRock ($10 Trillion AUM) - UBS ($3.2 Trillion AUM) - BNP Paribas ($600 Billion AUM) - Credit Suisse ($1.6 Trillion AUM)"
X Link 2022-08-24T17:26Z 26.7K followers, [---] engagements

"Facebook ($META) is the 9th worst performing stock in the S&P [---] over the past year"
X Link 2022-09-27T19:17Z 26.7K followers, [---] engagements

"JUST DROPPED 💯 - @JackFarley96's conversation with @josephwang & William White on: - central bankers' difficult battle with inflation - the unintended consequences of easy money - the impact of rapid interest rate hikes on sovereign solvency Apple 🔊 https://rb.gy/akyttv https://rb.gy/akyttv"
X Link 2022-11-17T17:25Z 26.7K followers, [---] engagements

"With the economy slowing rapidly Felix Zulauf sees a window where bonds rally over the next [--] months. There's just one problem - where are the buyers @JackFarley96's full interview with FZ airs tomorrow"
X Link 2022-12-08T23:19Z 26.7K followers, [---] engagements

""The U.S. government can ALWAYS afford its debt. Full stop. When you have a money printer affordability is NEVER a problem. The problem is inflation." - @josephwang on why he thinks "significant inflation" for the next decade is "very likely" https://rb.gy/cusooe https://rb.gy/cusooe"
X Link 2023-03-04T17:17Z 26.7K followers, 16.5K engagements

"When everyone else was telling you that rising rates were good for banks there was one man who was sounding the alarm bell and his name was @rcwhalen. Now banks are set to lose $1 Trillion on securities portfolio and the financial stocks today fell most since 2020"
X Link 2023-03-09T20:56Z 26.7K followers, 89.2K engagements

"Here's what many get wrong about how bankers hedge interest rate risk according to @rcwhalen: "People love to say the word 'hedge' and then change the subject. You DON'T hedge an asset you plan to keep." Apple Spotify (1/3) 🧵 https://rb.gy/cpnrg https://rb.gy/t2ktj https://rb.gy/cpnrg https://rb.gy/t2ktj"
X Link 2023-04-14T18:48Z 26.7K followers, 49.1K engagements

"Hey @elonmusk my account @JackFarley96 has been hacked & the hacker is trying to extort me & scam my followers. I am Jack Farley the creator of both @JackFarley96 & @ForwardGuidance. I got phished & hacker changed my email on @JackFarley96. Please help"
X Link 2024-03-24T03:18Z 26.7K followers, 235.5K engagements

"Weekly roundup out now 🔥 @Globalflows @qthomp @Tyler_Neville_ @fejau_inc We discuss: - Takeaways from the latest jobs report - The Feds likely cutting path - A [----] goldilocks scenario - The Milken moment for crypto & more Links below 👇"
X Link 2024-12-07T14:56Z 26.7K followers, 57.6K engagements

"New episode with Joseph Wang out now @josephwang @fejau_inc We discuss: - The hawkish FOMC conference - The Feds December economic projections - Why he expects way more than two cuts in [----] - His bearish outlook for US equities & more Links below 👇"
X Link 2024-12-18T23:53Z 26.7K followers, 46K engagements

".@WarrenPies explaining how he works backwards from the housing market to gauge how restrictive rates are. Currently he sees a 7% mortgage rate and 4% terminal rate as restrictive and ultimately driving a growth scare. Links below 👇"
X Link 2025-01-16T15:58Z 26.7K followers, 22.4K engagements

"Some crumbs from @jam_croissant 🥐 - The market leads the economy not the reverse - Recession odds are significantly higher - Refinancing will be ugly - Interest rates are going to 7%+ Links to full ep below 👇"
X Link 2025-02-28T16:38Z 26.7K followers, 28.2K engagements

"More crumbs on rates and inflation 🥐 Links below 👇"
X Link 2025-03-03T15:28Z 26.7K followers, 32K engagements

""The Fed will be forced to do QE" If they think that there's an issue with the banking system and its ability to capitalize the the Treasury market they will step in. And when the Fed firefighters arrive you want to be a buyer @DariusDale42"
X Link 2025-04-09T16:42Z 26.7K followers, [----] engagements

"The Everything Code Explained Financial conditions drive gold then global M2 then Bitcoin and stocks Its all predictable dominos if you know where to look. @RaoulGMI @BittelJulien"
X Link 2025-07-09T15:31Z 26.7K followers, 36.2K engagements

"New interview with Andy Constan dropping tomorrow @dampedspring We talk about all things Fed & Treasury and why Andy believes we're in the midst of a contractionary fiscal impulse"
X Link 2025-08-05T21:50Z 26.7K followers, 37.3K engagements

"The Mag7 are shifting from free-cash-flow machines to debt-funded AI bets For years the tech giants have been never-ending buyback machines but that regime is ending Once CapEx moves from self-funded to debt-issued CDS must reprice bc default risk isnt zero anymore This doesn't mean markets are panicking theyre just digesting a new reality @fejau_inc https://twitter.com/i/web/status/1989725232932807109 https://twitter.com/i/web/status/1989725232932807109"
X Link 2025-11-15T16:00Z 26.7K followers, 27.8K engagements

"In our interview with @MacroAlf he explained how $400 billion annualized tariffs risk slowing the U.S. fiscal impulse before [----]. However a short-term drag could give way to a boiling hot economy once new fiscal stimulus kicks in"
X Link 2025-08-28T17:15Z 26.7K followers, [----] engagements

"First we discussed how Trumps growing control over the Fed will erode its independence. ➤ He could appoint loyalists and sway FOMC votes by early [----] ➤ That tilts rate policy dovish (3% terminal rate) even if data says otherwise ➤ Bond market is already pricing more politics at the long end It seems Fed policy (and yields) are increasingly driven by politics rather than economics. https://twitter.com/i/web/status/1961115352454013214 https://twitter.com/i/web/status/1961115352454013214"
X Link 2025-08-28T17:15Z 26.7K followers, [---] engagements

"@MacroAlf The fiscal side is just as important. ➤ Tariffs act as a $400B tax on consumers & corporates ➤ The OBBB fiscal bill kicks in [----] adding stimulus ➤ Treasury General Account rebuild drains liquidity in the near term Short-term tightening could flip into a [----] growth surge"
X Link 2025-08-28T17:15Z 26.7K followers, [---] engagements

"QT is ending soon and the Fed is likely to start expanding its balance sheet in the coming months But it's NOT QE It's simply shifting from slow reduction (QT) to steady growth in line with GDP Expect Treasury bill purchases not long-duration QE Balance sheet growth = mild liquidity tailwind for markets but it is worlds apart from QE in both size (4-5% of GDP per year vs trillions in 2020) and duration (T-Bills vs Notes/Bonds). Thank you for your attention to this matter @LynAldenContact @fejau_inc"
X Link 2025-10-29T16:09Z 26.7K followers, 127.1K engagements

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