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Astraios Research posts on X about investment, avg, qqq, spy the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXX%
Social topic influence investment 6.9%, avg 3.45%, qqq 3.45%, spy 3.45%, $qqq 3.45%, $spy 3.45%, buffett 3.45%, warren 3.45%, $brkb 3.45%, doubled XXXX%
Top accounts mentioned or mentioned by @islrpk @patricianpino @dampedspring @thebloggins @bigpicturepol
Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Berkshire Hathaway Inc Class B (BRK.B) Bitcoin (BTC)
Top posts by engagements in the last XX hours
"2. Since he retired the market value of Berkshire Hathaway's class B stock has declined enough to nearly erase said premium. BRK.B's avg yearly excess return (benchmarking to the S&P500) over the last X years is now only +1.86% a return that didn't compensate investors for" @StranAmorePFS on X 2025-07-27 09:15:49 UTC XXX followers, XXX engagements
"3. In this market environment other options are too attractive on an implied risk-adjusted return basis. There are too many compelling opportunities across single equity names and different asset classes to be taking a MINIMUM drawdown risk of -XX% on $SPY or $QQQ allocations;" @StranAmorePFS on X 2025-07-24 21:39:57 UTC XXX followers, XX engagements
"🧵The ongoing death of what we refer to as the "Warren Buffett Salesman Premium" X. We view this phenomenon as a case study on irrational pricing: investors who are fans of Warren Buffett (in the same way they would be of an artist) were willing to pay a surcharge to buy $BRK.B;" @StranAmorePFS on X 2025-07-27 09:15:48 UTC XXX followers, XXX engagements
"Since 2022 U.S. total housing inventory has nearly DOUBLED while existing home sales have exhibited a cumulative decline of -39.3%. The financial position of firms exposed to housing and mortgage market risks with high revenue source concentration within them is deteriorating" @StranAmorePFS on X 2025-07-23 17:43:03 UTC XXX followers, XXX engagements
"4. One of those different asset classes is US investment grade corporate credit which we've talked about in the post below. Favorable supply/demand dynamics and rock-bottom default risk are powerful tailwinds in the context of current U.S. fiscal policy;" @StranAmorePFS on X 2025-07-24 21:39:58 UTC XXX followers, XXX engagements
".which is an event that even if our risk management system wasn't signaling heightened price crash risk we'd still view as too probable to consider an equal weight allocation to said index fund as US economic earnings and policy surprise risks are currently too great;" @StranAmorePFS on X 2025-07-24 21:39:56 UTC XXX followers, XX engagements
"4. Follow our X page to access updates on our medium and short term outlooks across global equities precious metals commodities bitcoin credit and macroeconomic trends" @StranAmorePFS on X 2025-07-27 09:15:51 UTC XXX followers, XX engagements
"@dampedspring It's unlikely that all of these possible influences will matter given that the current risk discount is consistent with the marginal S&P500 index fund buyers effectively equating said products to savings vehicles. It's a fun crossword-like mental excercise though" @StranAmorePFS on X 2025-07-26 09:58:50 UTC XXX followers, XXX engagements
".the risks that an investment in the modal public holding company entails a fact which in our view implies that value investors should be very concerned about owning that stock at the current market valuation;" @StranAmorePFS on X 2025-07-27 09:15:50 UTC XXX followers, XXX engagements
"Seems like it takes much longer for Wall St to notice the obvious these days. Bloomberg headline: "JPMorgan Warns of Stocks Complacency as Earnings Outlook Dims". Consider the mathematical weights and you'll realize that the headline should've said "S&P500" instead of "Global"" @StranAmorePFS on X 2025-07-25 10:32:31 UTC XXX followers, 4848 engagements