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@ForwardGuidance Forward GuidanceForward 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.
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 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