[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@_Investinq Avatar @_Investinq StockMarket.News

StockMarket.News posts on X about inflation, debt, fed, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

Engagements Line Chart

Mentions: XXX #

Mentions Line Chart

Followers: XXXXXX #

Followers Line Chart

CreatorRank: XXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance #842 stocks XXXX% countries XXXX% technology brands XXXX% cryptocurrencies XXXX% automotive brands XXXX% celebrities XXXX% currencies XXXX% exchanges XXXX% social networks XXXX%

Social topic influence inflation #64, debt #16, fed #173, stocks #1706, japan 2.25%, sampp #49, money #3577, rates 1.8%, longterm 1.58%, gdp #145

Top accounts mentioned or mentioned by @grok @golomb9696 @spencerhakimian @gregatnelson @melissaknikens @leadlagreport @flpublicaffairs @kobeissiletter @acyn @financialjuice @nikolayspp @redscorpio5873 @fringeindex @stevem03067653 @unusualwhales @chiganjagang @jack878818 @mazag08 @hungtran0182 @truubluuu1

Top assets mentioned Microsoft Corp. (MSFT) Alphabet Inc Class A (GOOGL) Tesla, Inc. (TSLA) Goldman Sachs (GS) Mario Coin (COIN) Coinbase Global, Inc. (COIN) GammaSwap (GS) Apple, Inc. (AAPL) Amazon.com, Inc. (AMZN) Mastercard, Inc. (MA) AbbVie Inc (ABBV) Comcast Corporation (CMCSA) Anheuser-Busch INBEV SA/NV (BUD) Artificial Intelligence (AI4) Meta Platforms, Inc. (META) NVIDIA Corp. (NVDA) WELL3 (WELL)

Top Social Posts #


Top posts by engagements in the last XX hours

"Then theres the Lagging Economic Index (LAG) which measures things like consumer credit and business loans. It was flat in June. The last X months Up 1.4%. But thats backward-looking. It tells you what happened after things already shifted"
@_Investinq Avatar @_Investinq on X 2025-07-22 13:59:14 UTC 17.9K followers, XXX engagements

"Yes higher rates make borrowing more expensive. But thats the point. The Fed isnt raising rates to hurt people its doing it to cool inflation which hurts everyone especially lower-income households. If inflation gets out of control prices rise faster than wages. Groceries rent gas everything spirals. In that scenario even low interest rates dont help because your money loses value faster than you can borrow or save it. So while high rates sting in the short term theyre meant to restore balance. Once inflation is under control the Fed can lower rates again. The goal isnt to punish its to"
@_Investinq Avatar @_Investinq on X 2025-07-26 16:10:42 UTC 17.9K followers, XX engagements

"The more important figure is net interest: $XX billion in June. Net interest is what the Treasury actually pays out to external creditors excluding internal transfers within government accounts. This is real cash leaving the U.S. Treasury"
@_Investinq Avatar @_Investinq on X 2025-07-23 13:08:49 UTC 17.8K followers, 1169 engagements

"Energy has some defensive-like traits: Integrated oil majors generate steady cash flow High dividend yields rival staples Oil prices often rise during inflation Demand is relatively inelastic Revenues track commodities which helps hedge against inflation"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:35:57 UTC 17.8K followers, XXX engagements

"Wheres the money coming from Individual income taxes: $XXXX trillion Payroll taxes: $XXXX trillion (for Social Security and Medicare) Corporate income taxes: $XXX billion Customs duties: $XXX billion Excise taxes: $XX billion Other sources: $XX billion"
@_Investinq Avatar @_Investinq on X 2025-07-23 13:09:18 UTC 17.8K followers, XXX engagements

"🚨 The U.S. dollar is on pace for its worst start since 2002. Its down nearly XX% in 2025. Top fund managers havent been this bearish in XX years. Heres how to protect your dollar. ( Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-06-17 20:31:53 UTC 17.9K followers, 6367 engagements

"Rice prices in Japan have skyrocketed rising faster than they have in over XX years. This sharp increase in the cost of a staple food is now playing a major role in pushing up inflation across the country. With food-related prices jumping more than expected the Bank of Japan may soon revise its inflation outlook and possibly consider new policy moves"
@_Investinq Avatar @_Investinq on X 2025-07-19 21:53:30 UTC 17.8K followers, 5803 engagements

"Elon Musk is now worth $413B. Thats more than the GDP of Norway Finland and Croatia combined. My personal favorite Buffet remains at 10th position Who is your favorite from this list"
@_Investinq Avatar @_Investinq on X 2025-07-19 00:51:41 UTC 18K followers, 4153 engagements

"🚨 Key Events This Week (July 28Aug 1) Between the Fed decision inflation prints and a flood of earnings this week could move every corner of the market. Heres everything you need to know to stay ready. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:01 UTC 18.3K followers, 58.4K engagements

"ChatGPT is handling more than XXX billion daily interactions including XXX million from users in the United States according to The Verge. We are so cooked as a society"
@_Investinq Avatar @_Investinq on X 2025-07-21 17:44:48 UTC 18.1K followers, 1774 engagements

"But this isn't just economic. Its strategic. Japan is the cornerstone of Americas Indo-Pacific security network hosting 50000 U.S. troops and serving as a forward base of deterrence against China and North Korea"
@_Investinq Avatar @_Investinq on X 2025-07-21 02:58:59 UTC 17.8K followers, XXX engagements

"Thursday: Apple ( $AAPL ) Amazon ( $AMZN ) Mastercard ( $MA ) AbbVie ( $ABBV ) Shell ( $SHEL ) Comcast ( $CMCSA ) AB InBev ( $BUD ) Coinbase ( $COIN )"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:04:18 UTC 18.3K followers, XXX engagements

"🚨Trump says he filed a Powerhouse lawsuit suing everyone tied to the WSJ article that published a letter allegedly from him to Epstein calling it defamatory. POWERHOUSE LAWSUIT sounds like something youd buy from a late-night infomercial. Now with XX% more defamation claims"
@_Investinq Avatar @_Investinq on X 2025-07-18 23:04:14 UTC 17.9K followers, 1537 engagements

"At the heart of every economic conversation from rate cuts to retiree checks is one number: The Consumer Price Index (CPI). It tracks inflation by measuring how much prices change over time for things like rent food clothes and transportation. It sounds simple but its not"
@_Investinq Avatar @_Investinq on X 2025-07-21 15:29:38 UTC 17.9K followers, 3163 engagements

"@KobeissiLetter Japans bond market is in turmoil"
@_Investinq Avatar @_Investinq on X 2025-07-23 13:44:25 UTC 17.8K followers, 2680 engagements

"Mark Zuckerberg has named Shengjia Zhao an artificial intelligence researcher who joined Meta Platforms Inc. from OpenAI in June as the chief scientist for the social media companys new superintelligence AI group"
@_Investinq Avatar @_Investinq on X 2025-07-25 22:32:36 UTC 18.3K followers, 1992 engagements

"🚨 Trump triggered the biggest copper surge in U.S. history. One comment. Record spike. Let me show you how this could ripple through the entire economy (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-09 21:31:17 UTC 18.2K followers, 45.4K engagements

"Totally hear where youre coming from and youre not alone. A lot of people see the mix of record debt tightening liquidity political instability and growing central bank control as signs of something much bigger brewing. Whether or not it leads to a CBDC-led reset one things clear: the current system is stretched. Margin debt at all-time highs consumers tapped out credit balances deep in the red"
@_Investinq Avatar @_Investinq on X 2025-07-29 06:10:09 UTC 18.3K followers, XX engagements

"Alphabet ( $GOOGL ) topped Q2 expectations with sales of $96.4B (est. $94.0B) and EPS of $XXXX (est. $2.19). Google Cloud also beat with $13.6B (est. $13.1B). But the stock dipped after Alphabet raised its full-year capex forecast to $85B well above last years $75B"
@_Investinq Avatar @_Investinq on X 2025-07-23 20:08:05 UTC 18.2K followers, 2351 engagements

"In the long run some regions may adapt. Places like West Texas might pivot to LNG or solar plants.States like New Mexico are setting up diversification funds. But in the short term the pain is concentrated and immediate"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:10:06 UTC 18.1K followers, XXX engagements

"June existing home sales in the US dropped XXX% month-over-month to 3.93M vs. 4.00M expected. This is not good"
@_Investinq Avatar @_Investinq on X 2025-07-23 14:02:34 UTC 17.9K followers, 1433 engagements

"Heres the chain reaction: Political instability weakens the yen Japan faces capital outflows as investors seek safer havens To stabilize the currency the Bank of Japan might intervene selling dollar assets (like U.S. Treasurys) to buy yen That pushes U.S. yields higher"
@_Investinq Avatar @_Investinq on X 2025-07-21 02:58:23 UTC 18.3K followers, 1283 engagements

"🚨 Refinery capacity is shrinking fast in the West. Europe and the U.S. are on track to cut 75000 barrels per day in 2025 driving the first major net decline this decade. Meanwhile China faces a turning point with 840K b/d of capacity at risk by 2028 as demand nears its peak"
@_Investinq Avatar @_Investinq on X 2025-07-20 23:04:40 UTC 18.1K followers, 2424 engagements

"Once forced selling starts it doesnt matter why it started. What matters is how fast it spreads. Because when investors are maxed out on margin every dip becomes a fire sale. And the market runs out of buyers fast"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:48:25 UTC 18.3K followers, 2484 engagements

"Chick-fil-A just pulled off an App Store takeover. After launching new games and freebies tied to its Code Moo promo downloads for the Chick-fil-A app hit 106K in a single day while the new Chick-fil-A Play app wasnt far behind at 103K. Free nuggets = viral growth"
@_Investinq Avatar @_Investinq on X 2025-07-20 21:14:23 UTC 18.3K followers, 1933 engagements

"Trump on Nvidia ( $NVDA ): I said look we will break this guy up just before I learned the facts of life. I said we will break them up they said it is very hard. Why I said what percentage of the market does he have Sir he has 100%"
@_Investinq Avatar @_Investinq on X 2025-07-23 21:45:53 UTC 18.3K followers, 42K engagements

"Also Wednesday: Bank of Canada rate decision (9:45am ET) Theyve held at XXXX% since June but inflation remains sticky. Any shift in tone could affect North American bond markets and currency flows"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:48 UTC 18.3K followers, 1295 engagements

"And if oil prices jump it could ripple across the entire U.S. economy. Energy is a direct input into the Consumer Price Index (CPI) especially the energy sub-index. A rise in gasoline or diesel would immediately push inflation higher something the Federal Reserve is watching closely"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:09:14 UTC 18.3K followers, XXX engagements

"🚨Teslas robot cant even find its arms. YouTube beat Netflix and McDonalds is serving dirty sodas. Read everything for FREE in my newsletter"
@_Investinq Avatar @_Investinq on X 2025-07-26 00:35:07 UTC 18.3K followers, 1860 engagements

"Sure margin debt relative to GDP or market cap isnt at record highs. But crashes arent triggered by ratios theyre triggered by reversals. What matters isnt how high the leverage is its how fast it unwinds. Spikes in margin debt often look safe until the S&P drops XX% and forced liquidations cascade through the system"
@_Investinq Avatar @_Investinq on X 2025-07-28 18:58:58 UTC 18.2K followers, XXX engagements

"And historically That has always preceded a market top: In 2000 the investor credit balance bottomed Market peaked X months later In 2007 same story X months later In 2021 X months later In 2025 The peak and trough happened at the same time"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:47:57 UTC 18.3K followers, 3013 engagements

"🚨 The Buffett Indicator just hit XXX% its highest level in history. That means U.S. stocks are worth more than twice the size of the U.S. economy. Higher than 2000. Higher than 2007. Higher than 2021. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-14 16:24:01 UTC 18.3K followers, 150.9K engagements

"BREAKING: The EPA said it would eliminate its scientific research arm and begin firing hundreds of scientists after previously denying any such plans per NYT. This is deeply concerning. Gutting the EPAs research division especially after denying it undermines both public trust and the agencys ability to make evidence-based decisions. Regardless of political stance removing scientists from one of the nations key environmental watchdogs weakens our ability to respond to climate change pollution and public health threats. It feels like a step backward at a time when data and science should be"
@_Investinq Avatar @_Investinq on X 2025-07-18 23:24:19 UTC 17.8K followers, 2288 engagements

"Margin debt is the total amount of money investors borrow from their brokers to buy stocks. You put in $10K of your own money. You borrow another $10K from your broker. Now you control $20K worth of stock but half of that is debt"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:46:46 UTC 18.3K followers, 6436 engagements

"What to expect: Higher claims = labor weakness = bond rally Lower claims = job market resilience = Fed stays patient Watch how the 2Y yield responds it's hypersensitive here"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:25 UTC 18.1K followers, XXX engagements

"@SpencerHakimian also look at our oil rigs as well"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:27:42 UTC 18.1K followers, 1599 engagements

"That drop means oil companies are putting the brakes on new drilling Why Three big reasons: Weak oil prices Rising costs and policy pressure Long-term doubts about future demand Lets break them down"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:08:01 UTC 18.3K followers, 1206 engagements

"Meanwhile some of the big players are merging. Companies like Exxon Chevron and Occidental have scooped up rivals and cut duplicate drilling programs. When one company buys another it usually doesnt need to keep all of its rigs running. That consolidation is reducing rig counts too"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:08:27 UTC 18.3K followers, XXX engagements

"Japans PM Ishiba declines to share any details about ongoing negotiations. This comes after Trump announced his trade deal with Japan. This is not good"
@_Investinq Avatar @_Investinq on X 2025-07-23 00:22:24 UTC 18.1K followers, 8245 engagements

"Maybe but timing matters. Equal-weight tilts you away from the mega-caps and gives you more exposure to the rest of the market. If leadership broadens or tech cools off it has room to outperform But when a handful of giants are running the show like now cap-weight leaves it in the dust. Long-term Its a bet on rotation not domination"
@_Investinq Avatar @_Investinq on X 2025-07-25 00:17:38 UTC 17.9K followers, XX engagements

"By cutting that rate the Fed hopes to reduce borrowing costs across the board auto loans credit cards business loans and yes mortgages. That ripple effect is called the monetary transmission mechanism. But lately That transmission is broken"
@_Investinq Avatar @_Investinq on X 2025-07-22 16:36:49 UTC 17.9K followers, XXX engagements

"Tuesday kicks it off with two major indicators. First: JOLTS Job Openings (10am ET) This report tracks total job vacancies aka how desperate companies are to hire. May saw 7.77M openings the most since Nov 2024 but hiring is falling"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:06 UTC 18.3K followers, 2130 engagements

"@nikolayspp @financialjuice Sorry bro I meant to say sandisk not astrazenca"
@_Investinq Avatar @_Investinq on X 2025-07-22 11:51:49 UTC 17.9K followers, XX engagements

"If PCE comes in hot Fed delays cuts Yields climb Stocks retreat If it cools off Markets rally September cut is back on the table"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:15 UTC 18.3K followers, 1039 engagements

"Monday: Waste Management ( $WM ) Cadence Design ( $CDNS ) The Hartford ( $HIG ) Nucor ( $NUE ) Brown & Brown ( $BRO ) Cincinnati Financial ( $CINF ) Universal Health Services ( $UHS ) Welltower ( $WELL )"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:04:02 UTC 18.3K followers, XXX engagements

"Yeah mostly true. Tariffs dont show up as their own line item in CPI but if theyre baked into the final retail price which they usually are they do get captured. The issue is timing and pass-through. Its not always immediate or complete which is why the data can feel disconnected from what people actually feel day to day. Thank you for reading"
@_Investinq Avatar @_Investinq on X 2025-07-21 16:41:06 UTC 17.8K followers, XX engagements

"Totally. Liquidity hasnt just mattered since 2008 its been the whole game. Forget traditional valuation models or risk metrics. Once the Fed turned on the firehose post-GFC markets got rewired. Everything stocks bonds even crypto started trading off flows not fundamentals. Now its all about where the liquidity is how fast its moving and what direction its going. TGA ON RRP reserves QT these are the new signals. Not because people stopped caring about earnings but because liquidity dwarfs everything else. Its not just a factor anymore. It is the market"
@_Investinq Avatar @_Investinq on X 2025-07-26 16:11:53 UTC 18.2K followers, XX engagements

"The Fed hasnt hiked rates in 2025. But long-term yields are climbing and mortgage rates are spiking. One reason Bond vigilantes are back driving up the governments borrowing costs and yours. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-17 19:06:20 UTC 17.8K followers, 12.9K engagements

"🚨 Japans bond market is spiraling into chaos. Yields are exploding. Liquidity is vanishing. Trust is evaporating. Let me break down whats happening in Japan and how this affects the US. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-14 13:05:19 UTC 18.3K followers, 853.4K engagements

"And older workers They rely on their 401(k) balance in the near term. Illiquid assets could mean delayed access or being forced to sell other holdings at bad prices while waiting for private funds to pay out. Time is a luxury they dont have"
@_Investinq Avatar @_Investinq on X 2025-07-17 15:03:53 UTC 17.8K followers, XXX engagements

"@DeItaone the Prime minister may want to look at his bond market"
@_Investinq Avatar @_Investinq on X 2025-07-24 11:10:14 UTC 17.8K followers, 1871 engagements

"This is the most important datapoint each month. Strong jobs + strong wages = Fed stays on hold Weak jobs + soft wages = rate cut momentum builds Also keep an eye on revisions they often reshape the narrative"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:35 UTC 18.3K followers, XXX engagements

"BlackRocks Ethereum fund ( $ETHA ) just became the third-ever ETF to reach $XX billion in assets within a year per The Block"
@_Investinq Avatar @_Investinq on X 2025-07-24 16:39:18 UTC 18.3K followers, 3738 engagements

"Charles Schwab just posted its highest-ever trading revenue hitting $950M in Q2 as retail activity surged on tariff-fueled volatility. Earnings crushed expectations and the firms stock hit a record high with crypto trading now on deck as its next big growth push"
@_Investinq Avatar @_Investinq on X 2025-07-20 18:09:05 UTC 18.3K followers, 2330 engagements

"Its not just policy. Investor sentiment is shifting. Funds are increasingly embracing ESG Environmental Social and Governance standards. That means fewer fossil fuel projects get financed and more money flows into clean energy"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:09:40 UTC 18.1K followers, XXX engagements

"Why it matters: Higher openings = stronger labor demand = Fed stays cautious on cuts Sharp drop = growth is cracking = bonds rally stocks could sell off The Fed watches this closely as a lead signal of labor market health"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:12 UTC 18.3K followers, 2080 engagements

"First: prices. Crude oil has been hovering near $XX a barrel a level too low for many U.S. producers to justify aggressive drilling. Matador Resources slashed $100M from its 2025 budget. Halliburton which provides drilling services warned of a big revenue decline in North America this year"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:08:07 UTC 18.3K followers, 1209 engagements

"Turkeys inflation wasnt just a monetary story. It was driven by: Currency pass-through (imported inflation after the lira collapsed) Wage hikes (minimum wage doubled from 202324) Tax increases Global energy prices Loose credit and fiscal policy A perfect storm"
@_Investinq Avatar @_Investinq on X 2025-07-24 15:05:20 UTC 18.2K followers, XXX engagements

"🚨 Since 2021 global prices have exploded. UK prices +27.4%. Eurozone +22.6%. US +22.4% . China Just +2.1% Same planet same pandemic but wildly different inflation. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-18 18:54:00 UTC 17.9K followers, 6517 engagements

"Concentration also inflates valuations. The S&P 500s price-to-earnings ratio (P/E) is distorted by its top-heavy nature. In 2025: Top XX S&P stocks trade at XX earnings The remaining XXX XX The average investor is paying premium prices for a concentrated bet"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:35:10 UTC 17.9K followers, XXX engagements

"This dynamic shows up in the yield curve. The yield curve is a graph of bond yields from short-term (like X years) to long-term (like XX years). When long-term yields rise faster than short-term it creates a steep curve called a bear steepening. Thats what were seeing now"
@_Investinq Avatar @_Investinq on X 2025-07-17 19:07:15 UTC 17.8K followers, XXX engagements

"@SteveM03067653 Its all fine until the S&P drops XX% and margin calls turn passive bulls into forced sellers"
@_Investinq Avatar @_Investinq on X 2025-07-28 18:39:24 UTC 18.3K followers, XXX engagements

"When your denim ad does more than your earnings report ever could. The Sydney Sweeney Surge"
@_Investinq Avatar @_Investinq on X 2025-07-25 17:19:40 UTC 18.3K followers, 2477 engagements

"Coinbase ( $COIN ) gets a $XXX target from Cantor driven by rising earnings and stablecoin momentum"
@_Investinq Avatar @_Investinq on X 2025-07-21 10:42:02 UTC 18.1K followers, 1601 engagements

"And finally: FOMC Rate Decision (2:00pm ET) The Fed is widely expected to hold rates steady at 4.25%4.50%. But the tone of the statement and any Powell hints will be key"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:59 UTC 18.3K followers, 1189 engagements

"You can Venmo the United States to help pay off the national debt. Fun Fact: If every American sent $1K itd only cover XX days of spending and cut X% of the debt"
@_Investinq Avatar @_Investinq on X 2025-07-24 15:56:02 UTC 17.9K followers, 5817 engagements

"Xs algorithm has been brutal lately. I posted a critique about it last week and a bunch of people messaged me saying they havent been seeing my posts at all. So if you do see my posts a quick like comment or repost helps signal to Xs algorithm that you want me in your feed. Appreciate each and every one of you"
@_Investinq Avatar @_Investinq on X 2025-07-22 18:50:44 UTC 17.9K followers, 4350 engagements

"Thats a fair point. Much of the rise in margin debt can be explained by the sheer increase in the nominal value of equities higher asset prices mean higher collateral values and that supports more borrowing in dollar terms. But the concern isnt about the absolute level its about rate of change positioning and how leveraged capital behaves under stress"
@_Investinq Avatar @_Investinq on X 2025-07-29 05:55:12 UTC 18.2K followers, X engagements

"🚨 Wall Streets biggest illusion That rate cuts = lower mortgage rates. But after the Fed cut rates in September 2024 mortgage rates went up not down. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-22 16:36:38 UTC 18.3K followers, 27.3K engagements

"Some analysts even invert margin debt on a chart to see how it diverges from market performance. When the gap widens it means price gains are being driven by leverage not fundamentals. Right now that divergence is very wide. Thats the setup we had before the 2008 crash"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:47:40 UTC 18.3K followers, 3582 engagements

"FTI Consulting estimated this kind of TGA refill would have the same impact as a XXXX% Fed rate hike. But it wouldnt come from the Fed. It would hit via auctions without warning without debate and without a Fed press conference"
@_Investinq Avatar @_Investinq on X 2025-07-25 15:29:29 UTC 18.2K followers, 2626 engagements

"Thats a fair point margin-to-GDP is a valuable macro measure. But margin debt exists within markets not the broader economy. Comparing it to market cap helps contextualize how much leverage is flowing into equities specifically. Both metrics have merit and ideally we should look at them together rather than relying on one in isolation"
@_Investinq Avatar @_Investinq on X 2025-07-28 19:05:20 UTC 18.3K followers, XXX engagements

"🚨 Margin debt just hit $XXXXX trillion the highest level in history. Thats more leverage than at the peak of the dot-com bubble or the 2008 crash. This is the most dangerous signal in markets right now. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:46:41 UTC 18.3K followers, 227.2K engagements

"🚨 The U.S. just had its 20-year bond auction and it was a blowout. Investors lined up. Yields dropped. Demand surged. But under the surface A storm of debt is brewing. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-23 18:43:11 UTC 18.3K followers, 76.4K engagements

"Meanwhile the Bank of Japan (BOJ) is walking a tightrope. After decades of ultra-loose monetary policy its gradually normalizing pulling back on bond-buying and letting markets breathe. In 2023 the BOJ abandoned Yield Curve Control (YCC) a policy that capped long-term yields"
@_Investinq Avatar @_Investinq on X 2025-07-23 23:50:16 UTC 18K followers, XXX engagements

"It all started when Trump announced a bilateral trade deal with Japan on Truth Social (yes not a press release). He claimed: Japan will invest $550B in the U.S and a XX% reciprocal tariff on Japanese goods imported to the US. Markets went haywire"
@_Investinq Avatar @_Investinq on X 2025-07-23 02:36:33 UTC 18K followers, 1814 engagements

"Big data. Big earnings. Big Fed. This week could reshape the outlook for the second half of 2025 and determine whether the soft landing narrative holds or cracks. What are you watching most closely I would love to hear your thoughts"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:04:28 UTC 18.3K followers, 1110 engagements

"Youre right to ask for margin debt as a percentage of market cap. Absolute numbers can mislead especially in a system that expands over time. But heres the nuance even when you normalize margin debt by total market cap were still hovering at elevated levels relative to history"
@_Investinq Avatar @_Investinq on X 2025-07-29 00:23:12 UTC 18.3K followers, XXX engagements

"@MyPronounsRFOff @mazag08 I personally think bitcoin will continue to run up"
@_Investinq Avatar @_Investinq on X 2025-07-29 00:23:58 UTC 18.3K followers, XX engagements

"Intel ( $INTC ) plans to cut XX% of its employees in its latest round of layoffs"
@_Investinq Avatar @_Investinq on X 2025-07-24 20:06:29 UTC 18.1K followers, 1917 engagements

"Thursday brings the Feds preferred inflation metric: PCE Price Index (8:30am ET) Core PCE rose XXX% YoY in May still above the X% target. But both spending and income declined hinting at softer demand"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:09 UTC 18.3K followers, 1086 engagements

"Its not just this one ratio either. The Dow Jones to GDP ratio another long-term valuation signal is also at a record high. Every time this spiked a correction followed"
@_Investinq Avatar @_Investinq on X 2025-07-14 16:24:41 UTC 18.2K followers, 2385 engagements

"🚨 Turkey had XX% inflation last year. Now its at XX% and their central bank just slashed rates to 43%. What happened and why the U.S. should be paying close attention (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-24 15:04:06 UTC 18.3K followers, 13.8K engagements

"The U.S. government has a main bank account at the Federal Reserve. Its called the Treasury General Account (TGA). Think of it as the governments checking account. Tax payments and bond proceeds go in. Social Security military pay interest etc. go out"
@_Investinq Avatar @_Investinq on X 2025-07-25 15:28:42 UTC 18.3K followers, 4046 engagements

"This isnt just a Japanese election. Its a test of whether the modern global system built on trade openness financial interdependence and strategic alignment can hold under strain. If Japan wobbles we all feel the aftershocks"
@_Investinq Avatar @_Investinq on X 2025-07-21 02:59:25 UTC 18K followers, XXX engagements

"This is called trading on margin. And it cuts both ways. If the stock rises XX% you make a XX% return on your own cash but if it drops XX% You lose 20%. And if it keeps falling your broker forces you to sell whats called a margin call"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:46:52 UTC 18.3K followers, 6118 engagements

"Also Tuesday: Consumer Confidence (10am ET) This index measures how Americans feel about the economy and their finances. Junes reading fell to XXXX the 6th drop in X months. Expectations are sitting near recession territory"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:17 UTC 18.3K followers, 2003 engagements

"These XX components include things like: New manufacturing orders Initial jobless claims Building permits Average work hours Stock prices Consumer expectations Interest rate spreads (10Y Treasury Fed Funds rate) When most are weak Troubles brewing"
@_Investinq Avatar @_Investinq on X 2025-07-22 13:58:23 UTC 18K followers, 1419 engagements

"🚨 One of the biggest threats to the economy right now isnt just inflation or debt. Its something deeper. Were quietly losing the ability to track the economy with real data. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-21 15:29:33 UTC 18.3K followers, 72.2K engagements

"Theres also a growth vs. value distortion. Mega-cap growth stocks (think Nvidia Microsoft Amazon) now dominate the index. This suppresses the dividend yield of the overall S&P and elevates risk even though it looks like a safe diversified basket"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:35:15 UTC 17.9K followers, XXX engagements

"So what are they betting on A disinflationary glide path. You dont pile into 20-year paper unless you think: Inflation is cooling The Fed is done hiking Growth is slowing Cuts are coming eventually"
@_Investinq Avatar @_Investinq on X 2025-07-23 18:44:20 UTC 17.9K followers, 1939 engagements

"Trump announces a trade deal with Japan which includes a $XXX billion investment in the US and a XX% reciprocal tariff on Japanese goods imported to the US"
@_Investinq Avatar @_Investinq on X 2025-07-22 23:23:59 UTC 18.3K followers, 1991 engagements

"Wednesday: Microsoft ( $MSFT ) Meta ( $META ) Qualcomm ( $QCOM ) Lam Research ( $LRCX ) American Electric Power ( $AEP ) ADP ( $ADP ) Trane Technologies ( $TT ) GE Healthcare ( $GEHC )"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:04:13 UTC 18.3K followers, XXX engagements

"Bond yields which reflect the interest investors demand to hold a countrys debt jumped. Japans 10-year government bond yield spiked to XXXXX% the highest in years. Long-term bonds like 30- and 40-years sold off too. Translation Markets expect more inflation and tighter policy"
@_Investinq Avatar @_Investinq on X 2025-07-23 02:36:39 UTC 18K followers, 1479 engagements

"Now imagine the worst-case scenario: A market crash hits Private equity valuations plummet (but arent reported yet) 401(k) participants try to withdraw Funds gate redemptions Savers discover losses years later Lawsuits followbut fiduciaries claim they followed guidance Whos left holding the bag You"
@_Investinq Avatar @_Investinq on X 2025-07-17 15:03:58 UTC 17.8K followers, XXX engagements

"Federal Reserve: The Federal Reserve was honored to welcome the President yesterday for a visit to our historic headquarters"
@_Investinq Avatar @_Investinq on X 2025-07-25 12:24:33 UTC 17.9K followers, 2331 engagements

"Its not just food and shopping. Solar firms EV startups and auto suppliers are going down too. Why Vanishing subsidies collapsing demand and ballooning financing costs. Even big names like Fisker and Sunnova couldnt survive the squeeze"
@_Investinq Avatar @_Investinq on X 2025-07-10 16:53:03 UTC 17.8K followers, XXX engagements

"And guess what Only one major component is holding things up: stocks. The S&P XXX rallied for two straight months but everything else Weak consumer confidence rising layoffs fewer new orders shrinking hours The real economy is not rallying"
@_Investinq Avatar @_Investinq on X 2025-07-22 13:58:29 UTC 18.1K followers, 1289 engagements

"What happens if this continues Less drilling now means less supply later. If global demand unexpectedly rebounds or if OPEC+ cuts production the world could face a supply shortage. That would drive up oil prices"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:09:09 UTC 18.3K followers, XXX engagements

"🚨 The S&P XXX is no longer the S&P XXX. Its the S&P Seven. Two stocks Nvidia and Microsoft now drive XX% of it. Welcome to the era of passive concentration. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:34:13 UTC 18.3K followers, 45K engagements

"T-Mobile added 1.7M postpaid subscribers in Q2 far outpacing AT&Ts 401K and Verizons 9K loss. Growth was driven by new pricing initiatives and a five-year price lock on select plans helping the carrier pull ahead of rivals. I get the growth for T-Mobile. I had T-Mobile and moved to AT&T worst decision ever. Their service is terrible"
@_Investinq Avatar @_Investinq on X 2025-07-25 00:03:33 UTC 18.1K followers, 1358 engagements

"Tuesday: Procter & Gamble ( $PG ) Merck ( $MRK ) Boeing ( $BA ) Spotify ( $SPOT ) PayPal ( $PYPL ) UnitedHealth Group ( $UNH ) Visa ( $V ) Mondelez ( $MDLZ )"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:04:07 UTC 18.1K followers, XXX engagements

"@HungTran0182 I support this statement I love my Japanese sushi rice and my Toyota Camry"
@_Investinq Avatar @_Investinq on X 2025-07-23 19:52:42 UTC 17.9K followers, XX engagements

"Oil companies see the writing on the wall. Many believe global oil demand will peak in the 2030s. That makes them hesitant to invest in long-lived drilling projects today. Theyd rather return cash to shareholders than risk getting stuck with stranded assets"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:09:45 UTC 18.1K followers, XXX engagements

"Once the ceiling was lifted the Treasury had to refill the TGA. That meant selling $500600B in new debt. But that cash would be pulled from the banking system draining reserves and tightening financial conditions fast"
@_Investinq Avatar @_Investinq on X 2025-07-25 15:29:23 UTC 18.3K followers, 2665 engagements

"Then: EIA Crude Inventories (10:30am ET) Last weeks drawdown was 3.2M barrels nearly double expectations. Crude stockpiles are X% below their five-year seasonal average. This report can move oil prices in seconds"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:53 UTC 18.3K followers, 1219 engagements

"These are the key earnings to watch this week: Not the full list just the ones that move markets. Tuesday: Coca-Cola GM RTX Lockheed Martin Texas Instruments Capital One Wednesday: AT&T Tesla Google Chipotle IBM ServiceNow T-Mobile"
@_Investinq Avatar @_Investinq on X 2025-07-20 15:15:01 UTC 17.9K followers, XXX engagements

"So yes this was a clean auction. But the bond market is still a barometer of belief. And sustaining this kind of demand every quarter will be a real test of U.S. credibility fiscal policy and global trust"
@_Investinq Avatar @_Investinq on X 2025-07-23 18:45:12 UTC 17.9K followers, 1355 engagements

"This fragility isnt new. Back in 2020 Goldman Sachs warned that just five tech stocks made up XX% of the index making it more vulnerable than ever to an idiosyncratic shock. Today weve blown past that and weve added even more exposure to AI-driven tech"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:35:05 UTC 17.8K followers, XXX engagements

"Now heres something even more sobering: Lets talk about investor credit balances. This measures how much dry powder investors have left how much cash and credit remains after margin debt is accounted for. Its like checking your gas tank before a long drive"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:47:45 UTC 18.3K followers, 3433 engagements

"🚨 Japans 40-year bond auction just imploded with the weakest demand since 2011. Now the 10-year just hit XXX% its highest level since the global financial crisis. Inflation political chaos and debt are converging. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-23 23:49:14 UTC 18.3K followers, 39.6K engagements

"Then comes the PMI doubleheader: S&P Manufacturing PMI (9:45am ET) ISM Manufacturing PMI (10:00am ET) Both slipped below XX in June signaling contraction. New orders hiring and exports all declined"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:41 UTC 18.1K followers, XXX engagements

"Reporter: Do you think Jay Powell should stick around Mike Johnson: My opinion is that we should reduce interest rates. The American economy is hot. Reporter: But if it's too hot you don't want to cut rates"
@_Investinq Avatar @_Investinq on X 2025-07-18 13:13:34 UTC 17.8K followers, 3296 engagements

"Microsoft ( $MSFT ) has hired nearly two dozen employees from Google DeepMind intensifying the battle for AI talent CNBC reports. Googles AI division is starting to look like a LinkedIn recommendation feed for Microsoft"
@_Investinq Avatar @_Investinq on X 2025-07-22 16:26:44 UTC 18K followers, 1022 engagements

"That leads to another issue: political risk. With Ishibas approval falling his party fractured and no formal legislative backing theres a real chance Japan walks back or dilutes this deal. Especially on sensitive issues like rice or budget commitments"
@_Investinq Avatar @_Investinq on X 2025-07-23 02:38:13 UTC 17.9K followers, XXX engagements

"Friday: ExxonMobil ( $XOM ) Chevron ( $CVX ) Linde ( $LIN ) Regeneron ( $REGN ) Colgate-Palmolive ( $CL ) Enbridge ( $ENB ) Kimberly-Clark ( $KMB ) Grainger ( $GWW )"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:04:23 UTC 18.3K followers, XXX engagements

"Thats how crashes happen. Not from panic but from too much optimism funded with debt. Everyones already in. Theres no one left to buy the dip. And those who need to sell Cant afford to wait"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:48:30 UTC 18.3K followers, 2404 engagements

"Exactly and thats a key insight. $1T today might sound wild but in 2008 dollars thats closer to $400B when adjusted for inflation using CPI. So if youre comparing absolute margin debt across time its crucial to account for purchasing power shifts. But heres the catch: even in inflation-adjusted terms todays margin debt is still pressing into the upper bounds of historical extremes. And when you layer on factors like record-low credit balances frothy tech valuations and concentrated retail exposure its not just about the nominal number its about the fragility behind it"
@_Investinq Avatar @_Investinq on X 2025-07-29 06:04:10 UTC 18.3K followers, XX engagements

"Former UK Prime Minister Rishi Sunak has returned to Goldman Sachs ( $GS ) as an adviser"
@_Investinq Avatar @_Investinq on X 2025-07-12 22:36:09 UTC 17.9K followers, 1392 engagements

"To put that in context net interest in June exceeded: What we spent on defense ($66B) What we spent on income security programs like food stamps and unemployment ($54B) And nearly matched Medicare spending ($95B) Interest is now one of our largest monthly expenses"
@_Investinq Avatar @_Investinq on X 2025-07-23 13:08:54 UTC 17.8K followers, XXX engagements

"That could delay interest rate cuts. Right now markets expect the Fed to start easing by late 2025 but if oil prices spike and inflation re-accelerates the Fed might hold off or even tighten again. That would hit everything from mortgages to markets"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:09:19 UTC 18.3K followers, XXX engagements

"Markets will react instantly: Dovish tone = stocks rally yields fall USD softens Hawkish language = dollar spikes equities dip Even one changed sentence can shift the market narrative"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:04 UTC 18.3K followers, 1168 engagements

"@grok @grok While the pandemic drop was far larger in raw terms the recent drop is among the fastest percentage declines over XX weeks since post-pandemic recovery"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:21:03 UTC 18K followers, XXX engagements

"@charliebilello I used your chart to create a thread about turkey Thank you for the chart"
@_Investinq Avatar @_Investinq on X 2025-07-25 16:13:25 UTC 17.8K followers, XXX engagements

"Earnings season hits full speed and the lineup is stacked. From Big Tech to Big Oil these results will give us clues on corporate health and sector strength. Here are the highlights"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:56 UTC 18.1K followers, XXX engagements

"@Truubluuu1 @grok inflation adjust the data"
@_Investinq Avatar @_Investinq on X 2025-07-29 06:14:34 UTC 18.3K followers, XX engagements

"Also Thursday: Weekly Jobless Claims (8:30am ET) Initial claims dropped to 217K lowest since mid-April. But continuing claims are trending higher signaling longer unemployment spells"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:03:20 UTC 18.3K followers, XXX engagements

"That hurts. U.S. oil needs global buyers. If foreign markets get harder to access producers here are less likely to drill aggressively. Meanwhile OPEC countries face no such trade barriers and can sell oil more freely. That gives them a global edge"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:08:53 UTC 18.3K followers, XXX engagements

"The Fed also oversees banks helps prevent financial crises and plays emergency firefighter when Wall Street melts down. But heres the key thing: the Fed is supposed to be independent. That means it makes decisions based on data not politics"
@_Investinq Avatar @_Investinq on X 2025-07-19 14:54:08 UTC 17.9K followers, XXX engagements

"Tesla ( $TSLA ) missed estimates across the board: Q2 revenue came in at $22.5B (est. $22.64B) EPS at $XXXX (est. $0.42) and adjusted EPS at $XXXX (est. $0.42). Gross margin also slid to 17.2%. Still shares rose over X% aftermarket as investors focused on confirmation that Teslas affordable new model is still on track for early 2025"
@_Investinq Avatar @_Investinq on X 2025-07-23 20:17:29 UTC 18.3K followers, 2284 engagements

"Even in 20212022 at the peak of the tech rally the "Magnificent 7" (as they're called now) only hit XX% of the S&Ps weight. Fast forward to 2025 and theyve ballooned to a third of the index. Weve never seen this kind of top-heaviness not since 1965"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:34:34 UTC 17.8K followers, XXX engagements

"Yeah margin debt hitting all-time highs by itself isnt shocking it tends to move with the market. But the composition of that debt is the real question. If were seeing margin spike faster than equities it might not just be bullish bets. Theres a non-zero chance some of this is leakage into lifestyle inflation funding consumption covering losses elsewhere or rolling over old debt"
@_Investinq Avatar @_Investinq on X 2025-07-29 01:35:41 UTC 18.3K followers, XXX engagements

"Lets add context: The U.S. is now running $2+ trillion annual deficits and needs a steady stream of foreign buyers to finance its debt at scale. If your largest lender becomes a question mark the cost of capital for the U.S. government rises"
@_Investinq Avatar @_Investinq on X 2025-07-21 02:58:39 UTC 18.2K followers, XXX engagements

"Now lets talk markets. Energy stocks had a good run in early 2024 but 2025 hasnt been kind. In Q2 the S&P XXX Energy Index fell XXX% while the broader market jumped XX% on the back of tech and AI optimism. Investors are rotating away from oil"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:08:59 UTC 18.3K followers, XXX engagements

"So if youre trading investing or just watching from the sidelines pay attention. There is a trillion-dollar leverage bomb under this market and its ticking. The only question is: What will light the fuse"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:48:46 UTC 18.3K followers, 2459 engagements

"🚨 The U.S. oil rig count just suffered its fastest collapse since the pandemic. From January to July 2025 rigs dropped XXXX% the steepest 15-week plunge in five years. This isnt just about oil its about inflation jobs energy security and the global economy. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:07:51 UTC 18.3K followers, 24.9K engagements

"So when margin debt spikes across the system it means investors are piling into the market with borrowed money. Thats usually interpreted as confidence. But when it spikes too fast it signals something more dangerous: speculative euphoria"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:47:06 UTC 18.3K followers, 5544 engagements

"Then comes the heavyweight: Q2 GDP Advance Estimate (8:30am ET) This is the first official look at U.S. growth last quarter. Q1 GDP was revised down to XXX% driven by weak consumption and rising imports"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:38 UTC 18.3K followers, 1462 engagements

"And when oil slows so do the towns built around it. Frac-sand haulers get fewer contracts. Hotels see fewer guests. Restaurants get fewer customers. Even local tax revenues take a hit hurting schools roads and public services"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:10:01 UTC 18.1K followers, XXX engagements

"Still some market participants in BOJ surveys want the taper slowed or paused especially for super-long bonds. They fear too much supply is pushing yields too high. One suggestion: reduce the taper pace to XXX billion per quarter. The BOJ hasnt ruled it out"
@_Investinq Avatar @_Investinq on X 2025-07-23 23:50:32 UTC 17.8K followers, XXX engagements

"Energy has traditionally been considered cyclical it rises and falls with oil prices and global demand. State Street and most managers classify it as such. Its not typically seen as defensive like healthcare or utilities. But thats starting to change in my opinion"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:35:52 UTC 17.9K followers, XXX engagements

"And dont forget the energy transition. Government incentives like the Inflation Reduction Act are pouring money into clean energy EVs batteries and hydrogen. Many investors are pulling capital from oil and redirecting it into renewables and low-carbon infrastructure"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:09:35 UTC 18.1K followers, XXX engagements

"Sydney Sweeney just turned a denim ad into a stock market rally. The NFL might buy a piece of ESPN and Amazon wants to read your wrist. Read everything for FREE in my newsletter"
@_Investinq Avatar @_Investinq on X 2025-07-25 00:57:36 UTC 18.3K followers, 1453 engagements

"Heres what just happened: In June 2025 margin debt surged XXX% in one month the biggest jump since Nov 2020. Year over year its up 24.5%. Even after adjusting for inflation margin debt is at its highest level since December 2021. Thats not optimism. Thats a red flag"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:47:13 UTC 18.3K followers, 5108 engagements

"Tuesday July 22: Fed Chair Powell Speaks 8:30 AM ET at At the European Central Bank Forum Markets will parse every word for rate clues. If Powell sounds hawkish (leaning toward rate hikes or delays in cuts) expect yields to rise and stocks to dip If he leans dovish we could see a relief rally"
@_Investinq Avatar @_Investinq on X 2025-07-20 15:14:24 UTC 18K followers, 1106 engagements

"🚨 One of the biggest forces in the global economy right now isnt just the Fed. Its how Scott Bessent is managing the governments cash account. Heres what it is how it works and why it matters (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-25 15:28:36 UTC 18.3K followers, 52.7K engagements

"Wednesday July 23: Existing Home Sales 10:00 AM ET Measures the number of previously owned homes sold in June. A strong read signals consumer confidence and supports homebuilder and retail names. A drop would confirm what mortgage datas already hinting: housing is cooling"
@_Investinq Avatar @_Investinq on X 2025-07-20 15:14:29 UTC 18K followers, 1007 engagements

"So how did markets react Surprisingly well. The lira didnt collapse. It held steady around 4041 per dollar. Why Because (1) the cut was expected (2) inflation was clearly easing and (3) the central bank didnt roll out new capital controls. Stability for now"
@_Investinq Avatar @_Investinq on X 2025-07-24 15:05:15 UTC 18.2K followers, XXX engagements

"🚨 The US Treasury just dropped its June 2025 report. Buried in the numbers: XXXX% of all government revenue last month went to interest on the debt. Not programs. Not services. Just interest. (Save this thread)"
@_Investinq Avatar @_Investinq on X 2025-07-23 13:08:20 UTC 18.3K followers, 79K engagements

"Lets start with the basics. When people say the Fed is cutting rates theyre talking about the federal funds rate the short-term interest rate banks charge each other for overnight loans. Its the main lever the Fed uses to influence the economy"
@_Investinq Avatar @_Investinq on X 2025-07-22 16:36:43 UTC 17.9K followers, XXX engagements

"NFL Media is reportedly in talks to acquire a XX% stake in ESPN which is owned by Disney ( $DIS ) per CNBC"
@_Investinq Avatar @_Investinq on X 2025-07-24 16:00:50 UTC 17.8K followers, 1096 engagements

"Pepsis ( $PEP ) revenue may be fizzing up but its market share is falling flat overtaken by Dr Pepper (8.7%) and even Sprite (8.03%) for the first time ever. Meanwhile Coca-Cola ( $KO ) still reigns with a dominant XXXX% slice of Americas soda stream as Pepsi slips to fourth"
@_Investinq Avatar @_Investinq on X 2025-07-21 00:07:03 UTC 18.1K followers, 2334 engagements

"In the first half of the year small-business bankruptcies filed by farmers and fishermen surged to their highest level since 2020. Farm debt is projected to hit $XXXXX billion in 2025 the highest on record per the USDA. Any guesses on the top X reasons why"
@_Investinq Avatar @_Investinq on X 2025-07-24 14:35:11 UTC 18.1K followers, 2257 engagements

"The stakes: Strong GDP = Fed stays hawkish = yields spike Weak GDP = equities rebound rate cut bets move forward The GDP Price Index will also be a key signal for inflation"
@_Investinq Avatar @_Investinq on X 2025-07-27 15:02:43 UTC 18.3K followers, 1353 engagements

"Trump to visit the Federal Reserve tomorrow. I wonder what this is about Comment your thoughts wrong answers only"
@_Investinq Avatar @_Investinq on X 2025-07-24 02:46:08 UTC 17.9K followers, 3385 engagements

"🚨 Tariff aftershocks are showing up all over the U.S. CPI report. Categories like appliances and household furnishings saw notable monthly price jumps even as overall inflation cooled. With the Fed set to meet soon officials are split: are tariffs a temporary price bump or a longer-term inflation headache"
@_Investinq Avatar @_Investinq on X 2025-07-21 18:41:51 UTC 18.3K followers, 2714 engagements

"As of mid-2025 the seven largest tech companies Nvidia Microsoft Apple Amazon Meta Alphabet and Tesla make up about XX% of the entire S&P XXX. To put that into context just two companies Nvidia and Microsoft account for nearly 15%. Thats not diversification thats concentration"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:34:18 UTC 18.2K followers, 1404 engagements

"Markets dont like that. When the UK tried something similar in 2022 tax cuts and big spending without a plan investors panicked. Bond yields spiked. The British pound tanked. The Prime Minister resigned in XX days. Confidence evaporates fast when you mess with central bank independence"
@_Investinq Avatar @_Investinq on X 2025-07-19 14:55:42 UTC 18K followers, 1436 engagements

"BlackRock ( $BLK ) just hit a jaw-dropping $XXXX trillion in assets under management"
@_Investinq Avatar @_Investinq on X 2025-07-20 17:04:46 UTC 17.9K followers, 2046 engagements

"So where does this all leave us Bond yields: Spiked on hawkish BoJ bets Equities: Rallied led by autos and banks Yen: Stabilized but cautious Trust: Weak investors want real terms not headlines BoJ: Might hike sooner but must tread carefully"
@_Investinq Avatar @_Investinq on X 2025-07-23 02:38:18 UTC 18K followers, XXX engagements

"The big picture: The S&P XXX is top-heavy like never before Passive investing diversification Megacaps dominate returns risk and valuation Energy may be more defensive than you think And AI is quietly rewriting the markets power dynamics"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:36:34 UTC 17.8K followers, XXX engagements

"@Gregatnelson drill baby drill was fun when money was free and rigs were cheap but now capital discipline growth steel costs up interest rates still high"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:18:33 UTC 18.2K followers, XXX engagements

"S&P Global PMI 9:45 AM ET Purchasing Managers Index gives a real-time pulse of U.S. business activity. Services = 70%+ of GDP so this report matters. Above XX = expansion. Below = contraction. Markets react fast to this one"
@_Investinq Avatar @_Investinq on X 2025-07-20 15:14:45 UTC 18.2K followers, XXX engagements

"Heres how the major government programs stack up YTD Social Security: $XXXXX trillion Medicare: $XXX billion Medicaid/Health: $XXX billion Defense: $XXX billion Income Security: $XXX billion Net Interest: $XXX billion We are paying more interest than we spend on Medicare or Defense"
@_Investinq Avatar @_Investinq on X 2025-07-23 13:09:12 UTC 17.8K followers, XXX engagements

"Goldman Sachs ( $GS ) and BNY Mellon ( $BK ) are set to launch tokenized money market fund access for institutional investors per CNBC"
@_Investinq Avatar @_Investinq on X 2025-07-23 11:46:01 UTC 18K followers, 1201 engagements

"🚨 Trump's own Tariffs are backfiring Trumps tariffs were pitched as a bold strategy to bring manufacturing back to American soil. In reality theyve created so much economic uncertainty that companies are pulling out of the U.S. altogether. SanDisks $XX billion chip plant in Michigan wasnt just another big project it was supposed to be one of the largest in the states history delivering 10000 jobs. But now Scrapped. And not just scrapped in Michigan they said they wont build anywhere in the United States. Thats a damning signal. Its not that the economics dont work its that the risk of"
@_Investinq Avatar @_Investinq on X 2025-07-21 22:51:41 UTC 18.1K followers, 13.9K engagements

"New Home Sales 10:00 AM ET Unlike existing home sales this measures purchases of newly built homes. Higher sales = bullish for construction materials and mortgage sectors. Lower sales = potential demand problem or affordability crunch"
@_Investinq Avatar @_Investinq on X 2025-07-20 15:14:50 UTC 18.2K followers, XXX engagements

"@o_priyansh Crypto prices will continue to go up"
@_Investinq Avatar @_Investinq on X 2025-07-20 20:11:37 UTC 17.9K followers, XX engagements

"US Futures Trade In Record Territory After US-Japan Trade Deal"
@_Investinq Avatar @_Investinq on X 2025-07-23 12:30:39 UTC 18.3K followers, 1715 engagements

"And drilling is getting more expensive. The U.S. recently hiked steel tariffs to 50%. Since steel is a major input for rigs and pipelines that raised drilling costs by XX% across the board and even more for smaller firms. Higher costs = fewer rigs"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:08:22 UTC 18.3K followers, XXX engagements

"For our allies in Europe and Asia whove leaned on U.S. energy since 2022 thats a problem. Less U.S. oil means more reliance on the Middle East and Russia. That changes not just energy flows but also foreign policy"
@_Investinq Avatar @_Investinq on X 2025-07-27 22:09:30 UTC 18.1K followers, XXX engagements

"As of June 2025 that credit balance is $XXXXX billion. Yes negative $XXXXX billion. Thats the lowest on record. Investors arent just leveraged theyre overextended. Theres nothing left in the tank"
@_Investinq Avatar @_Investinq on X 2025-07-28 17:47:52 UTC 18.3K followers, 3377 engagements

"Here's how it plays out: Lets say you put: XX% of your portfolio into an S&P XXX ETF XX% into a Nasdaq-100 ETF X% directly into Nvidia You might think you're diversified but you're actually XX% exposed to Nvidia alone. Thats passive investing acting like active"
@_Investinq Avatar @_Investinq on X 2025-07-24 19:34:44 UTC 18.2K followers, XXX engagements