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@ForwardGuidance Avatar @ForwardGuidance Forward Guidance

Forward Guidance posts on X about ai, commodities, usual, default risk the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: X #

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Followers: XXXXXX #

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Social Influence

Social category influence finance

Social topic influence ai, commodities #6, usual, default risk, rates, fixed income, fomc, miran, unchanged, core

Top accounts mentioned or mentioned by @fejauinc @qthomp @tylerneville @fedguy12 @permissionless @crossbordercap @agnostoxxx @davidgrid @globalflows @campbelljaustin @matthougan @dgt10011 @gdog97 @bickerinbrattle @dannydayan5 @dampedspring @kaledora @raoulgmi @bitteljulien @avifelman

Top Social Posts

Top posts by engagements in the last XX hours

"@Tyler_Neville_ @qthomp @fejau_inc Yields and jobs tell completely different stories. ➤ 30-year yields shoot straight up ➤ Small-business job creation collapses ➤ The usual correlation between the two has broken That divergence is what one might call central bankings end game"
X Link 2025-12-06T19:00Z 25.3K followers, XXX 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"
X Link 2025-11-15T16:00Z 25.3K followers, 27.8K engagements

"The paradox of AI is that the smarter it gets the faster it makes todays spending irrelevant @jvisserlabs As intelligence compounds: - AI starts solving power chips and efficiency faster than humans planned for - Data center demand peaks not from scarcity but from intelligence arbitrage - CapEx gets front-run by the model itself This is how you end up with a deflationary spiral even as megacap profits surge"
X Link 2025-11-28T17:01Z 25.3K followers, 4553 engagements

"@AahanPrometheus Macro commentary is free information. Risk management is the product. Pay for portfolios not predictions. If someone sells you certainty theyre selling you confidence not returns"
X Link 2025-12-06T15:15Z 25.3K followers, XXX engagements

"@AahanPrometheus Low-hanging alpha: real diversification volatility targeting simple trend filters realistic expectations Not crystal balls or hot takes. Process prophecy"
X Link 2025-12-06T15:15Z 25.3K followers, XXX 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 25.3K followers, 26.8K engagements

"🎙NEW POD: The Global Economy Runs on Perpetual Stimulus We Cover: 🔸 The return of U.S. monetary expansion 🔸 Canadas fragility but potential comeback 🔸 The evolution of risk taking in fixed income 🔸 Portfolio construction in a stimulus-driven world 🔸 Gold oil & commodities in the new cycle @IceCapGlobal @fejau_inc Links Below"
X Link 2025-12-10T15:01Z 25.3K followers, 32K engagements

"FOMC cut XX bps Three dissents: two no cut (Goolsbee & Schmid one XX bps (Miran) Six of XX officials didnt favor a cut in the SEP 2026 median dot unchanged (FFR XXX% just one cut) 2026 projections: GDP XXX% unemployment XXX% core PCE XXX% Fed launching reserve management purchases: $40B/month in T-bills"
X Link 2025-12-10T19:39Z 25.3K followers, 3362 engagements

"While bank reserves sit near XX% of GDP the Fed knows it's preparing to expand the system again. Balance sheet expansion + rate cuts with equities at all-time highs may be the clearest signal weve left the Buffett/Graham world behind. @IceCapGlobal"
X Link 2025-12-11T17:07Z 25.3K followers, 1252 engagements