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@HayekAndKeynes Avatar @HayekAndKeynes The Long View

The Long View posts on X about over the, losses, rates, mortgage rate the most. They currently have XXXXXXX followers and 1970 posts still getting attention that total XXXXXXX engagements in the last XX hours.

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Followers: XXXXXXX #

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Social category influence finance #1885 stocks #5047 cryptocurrencies #869 countries technology brands automotive brands

Social topic influence over the #2566, losses #103, rates, mortgage rate, governments, $rsp, china, chains, $mar, checkout

Top assets mentioned Marriott International Inc (MAR) NVIDIA Corp. (NVDA) GameStop, Corp. (GME) Riot Platforms, Inc. (RIOT) Tesla, Inc. (TSLA) Open Custody Protocol (OPEN) Bitcoin (BTC)

Top Social Posts #

Top posts by engagements in the last XX hours

"Saw my first fenty lean in the wild. Amazing the body can even do that"
X Link @HayekAndKeynes 2025-10-14T23:53Z 154.2K followers, 19K engagements

"Foreign governments are paying up to swing US elections"
X Link @HayekAndKeynes 2025-10-15T13:20Z 154.2K followers, 6235 engagements

"Opposite today. $RSP leading all major US indices"
X Link @HayekAndKeynes 2025-10-14T17:49Z 154.2K followers, 11.3K engagements

"It appears Point Bonita may have lied to investors - Similar to Allianz short vol fund back in the day. For Allianz the pitch was hedges that werent really there. For Point Bonita it looks like diversification that wasnt there. That also now makes Two Leucadia/Jefferies backed funds that have folded. Weiss was the first though they didnt have any real losses. Returns were just weak"
X Link @HayekAndKeynes 2025-10-11T14:55Z 154.2K followers, 12.8K engagements

"China is highlighting exactly why we need to diversify supply chains towards allies"
X Link @HayekAndKeynes 2025-10-11T11:21Z 154.2K followers, 49.6K engagements

"Sherwin Williams hoses employees to prop up earnings as profits lag. The company scrapped 401k contributions (6% match) until economic conditions improve. They cite very challenging economic environment affordability issues and elevated mortgage rates. They previously did this during COVID and the GFC"
X Link @HayekAndKeynes 2025-09-16T12:09Z 154.1K followers, 22.1K engagements

"Just an FYI. Marriott status is worthless (except late checkout) in case anyone was wondering @MarriottIntl @MarriottIntl @MarriottBonvoy"
X Link @HayekAndKeynes 2025-10-14T21:25Z 154.2K followers, 14.6K engagements

"Chinese exports grew X% y/y despite a -XX% decline in exports to the US"
X Link @HayekAndKeynes 2025-10-14T12:26Z 154.2K followers, 36.6K engagements

"Exactly 6m ago the world was melting down over tariffs"
X Link @HayekAndKeynes 2025-10-08T19:55Z 154.1K followers, 43K engagements

"I dont think its possible to overbuild AI. Overbuild in the sense we have unused capacity like Chinese apartments or US offices/retail. If there is unused capacity prices will fall to the marginal cost of power (data centers will eat losses on chips and construction). There is almost infinite applicability for the technology and as cost falls it will just find its way into more and more things (ie Jevons paradox)"
X Link @HayekAndKeynes 2025-10-17T01:58Z 154.2K followers, 17.8K engagements

"Some context Data center capacity has surged over the past year expanding more than XX% while vacancy has fallen to just 1.6%. There is no clearer sign that nearly every new megawatt is being instantly absorbed by hyperscalers. Globally hyperscale operators now account for well over HALF of total IT load making them the dominant force in digital infrastructure. Yes. After two decades of expansion built around the internet SaaS social media and streaming we now have AI which is barely three years into its commercial breakout already driving roughly half of total data-center demand"
X Link @HayekAndKeynes 2025-10-17T02:27Z 154.2K followers, 6668 engagements

"Some thoughts 1) The results do not show that skill is hard to find among allocators 2) It does show the average FoF isnt doing a great job 3) This result isnt surprising at all because most hedge fund of funds over index on L/S credit and equity 4) to assess whether allocators reliably have skill youd need to run a strategy adjusted quartile analysis like you did for single strategy HFs"
X Link @HayekAndKeynes 2025-10-15T01:49Z 154.1K followers, 2007 engagements

"@lynchbages @MarriottIntl @MarriottBonvoy Most now just give a $XX hotel credit. Ritz is also not included. Most also offer lounge access but it is worse than Centurion or Chase lounges IMO. Have had better luck outside the US though"
X Link @HayekAndKeynes 2025-10-14T22:27Z 154.1K followers, XXX engagements

"Citadel is always missing. There are not 20k hedge fund managers (I doubt there are even that many funds) and certainly not more than a couple thousand that are institutional quality. If youre trying to allocate a few billion the number falls to the hundreds unless you want to set up managed accounts. As someone who speaks with 10-20 firms a week I can assure you that the best firms do not report data. They often wont even send it to prospects. They also often stop reporting data if they are closed. In any case no need to speak about luck if you dont have data on actual LP portfolios. Your"
X Link @HayekAndKeynes 2025-10-13T21:27Z 154.1K followers, XXX engagements

"Visiting our friends to the North for a few days taking advantage of a depressed currency and a surplus of labor as they suffer through the consequences of bad policy. Would make a great 51st state though it probably makes sense to just merge it with Maine"
X Link @HayekAndKeynes 2025-10-11T21:14Z 154.1K followers, 12.1K engagements

"I think we see a pullback here"
X Link @HayekAndKeynes 2025-10-16T23:27Z 154.2K followers, 28.4K engagements

"Federal debt secured by bitcoin Bit-bonds - an MSTR style debt program but on treasuries"
X Link @HayekAndKeynes 2025-10-16T02:13Z 154.2K followers, 43.6K engagements

"My optimism comes from seeing the recent pace of development and recognizing that we have only just begun to use the technology. The first generation of AI was essentially a search tool with more direct responses. These required a few hundred tokens per queryshort answers light computation. Then it became a writer and coder generating thousands of tokens per session as users drafted reports emails and software. Now its evolving into a video editor designer and analyst processing multimedia inputs. The real shift is how people are using it. Simple prompts have given way to deep research"
X Link @HayekAndKeynes 2025-10-17T02:41Z 154.2K followers, 4813 engagements

"Rates keep falling 10y below X% mortgage rates could have a 5-handle again soon"
X Link @HayekAndKeynes 2025-10-16T18:36Z 154.2K followers, 47.4K engagements

"I think we could see some follow-through on this dipa washout here would be helpful in my opinion. Retail flows have been insane and speculative names have been trading like meme coins. Looking ahead over the next month or two many systematic strategies could delever and retail will likely get washed out alongside them. I discussed this positioning dynamic over the weekend in my blog below. The government shutdown isnt helping either and with earnings season around the corner the buyback window is also mostly closed. You also have federal workers who arent getting paid and need cash. I think"
X Link @HayekAndKeynes 2025-10-10T20:15Z 154.1K followers, 44.6K engagements

"@BobEUnlimited Would love to see X. Overindexing on LS equity/credit explains skew and reflects how they are benchmarked against broader HF indices. These are driven by investor preferences not explicit investment decisions"
X Link @HayekAndKeynes 2025-10-15T18:10Z 154.1K followers, 1365 engagements

"Americans die earlier because we live wild and free. This is also why we succeed. - We all know American life expectancy is a shade lower than the rest of the world. Id mostly attributed it to guns (gangs and suicide) and drugs/alcohol/smoking but didnt appreciate how much our city planning added as well. US cities are spread out so we walk less (more obese) and drive more (more highway fatalities). Said differently the deaths dont necessarily reflect that anything is broken (almost all of the causes are easily avoidable/correctable) but just another wrinkle in how we use freedom a bit more"
X Link @HayekAndKeynes 2025-10-12T15:27Z 154.2K followers, 19.8K engagements

"The most important question still remains how reliably can allocators generate alpha relative to a monkey. 1) The results do not show that skill is hard to find among allocators 2) It does show the average FoF isnt doing a great job 3) This result isnt surprising at all because most hedge fund of funds over index on L/S credit and equity 4) to assess whether allocators reliably have skill youd need to run a strategy adjusted quartile analysis like you did for single strategy HFs"
X Link @HayekAndKeynes 2025-10-15T17:30Z 154.2K followers, 21.1K engagements

"Everything is a meme stock now Apple js now up +8% today"
X Link @HayekAndKeynes 2025-08-06T22:00Z 154.2K followers, 16K engagements

"The data shows there is in fact some subtle edge. Any allocator who is monitoring simple things like AUM growth changes in fees gross exposure/capital efficiency turnover and competitive landscape can easily add a little bit of value above random chance. Clearly selection involves more than returns. Though I dont disagree with his overall premise that portfolio construction is a primary value add"
X Link @HayekAndKeynes 2025-10-13T20:11Z 154.2K followers, 38.7K engagements