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David Sommers posts on X about fed, inflation, finance, commercial real estate the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXX% countries XXXX% automotive brands XXXX% cryptocurrencies XXXX% social networks XXXX% technology brands XXXX% stocks XXXX%
Social topic influence fed #371, inflation #1025, finance #2199, commercial real estate #28, balance sheet #817, rates #1851, qe #52, why is 0.41%, government spending #614, money XXXX%
Top accounts mentioned or mentioned by @mishgea @kobeissiletter @pinotandpizza @stealthqe4 @usroute41 @rob66733000 @unusualwhales @henyeahman @zerohedge @alexeyshumarin @engrgulf3 @jonchimpo23 @vandadghiassi @ergoergoergoerg @dalej_1031 @redscorpio5873 @tex_devil_dog @151call @gmillermortgage @korpioprod
Top assets mentioned Spotify Technology (SPOT) Dave Inc. Class A Common Stock (DAVE)
Top posts by engagements in the last XX hours
"More commercial real estate (office properties) disasters these in Louisiana"
X Link @dgsommersmkts 2025-10-14T23:53Z 8314 followers, XXX engagements
"Yes but investors are still far more weighted towards stocks than gold at least relatively speaking. The ratio of price of gold/S&P is still only .636. When investors were truly worried about stagflation in 1979 when Paul Volcker became Fed Chair that ratio was. XXXX ()"
X Link @dgsommersmkts 2025-10-16T14:27Z 8314 followers, 1403 engagements
"@DanyaZeck That's not the case C unless you are giving the government full credit for its GDP calculations (which include government spending) and accept the government's inflation measures which are surely understated"
X Link @dgsommersmkts 2025-10-14T16:33Z 8304 followers, XXX engagements
"Another commercial real estate (office properties) disaster this one in San Francisco"
X Link @dgsommersmkts 2025-10-13T23:40Z 8304 followers, XXX engagements
"Ludwig von Mises The Theory of Money and Credit 1953: "The spectacle that the political scene of the last two decades has offered has been really amazing. Governments without any hesitation have embarked upon vast inflation and government economists have proclaimed deficit spending and 'expansionist' monetary and credit management as the surest way towards prosperity steady progress and economic improvement. But the same governments and their henchmen have indicted business for the inevitable consequences of inflation. While advocating high prices and wage rates as a panacea and praising the"
X Link @dgsommersmkts 2025-10-14T00:02Z 8301 followers, XXX engagements
"Are we almost back to pre GFC normalcy for the Fed balance sheet"
X Link @dgsommersmkts 2025-10-14T21:18Z 8314 followers, 3872 engagements
"@HamLung1 @Mailandplate I don't think that cutting rates as a suicide mission to destroy the system is what the Fed is trying to accomplish here and in any case it doesn't really much make sense to do it this way even if intended"
X Link @dgsommersmkts 2025-10-14T21:03Z 8311 followers, XX engagements
"Ok I understand your point now. We definitely will need to agree to disagree -- I don't think anything limits the government's policy response and you are correct that I expect a lot of "response" and a lot of inflation as a result. But it's impossible to know what will happen -- let's see how it goes"
X Link @dgsommersmkts 2025-10-16T22:32Z 8314 followers, XX engagements
"Gold seems to be anticipating relentless deficit spending -- and inflationary policies to finance that spending -- coming our way in the years ahead. Source: CBO"
X Link @dgsommersmkts 2025-10-13T20:48Z 8299 followers, XXX engagements
"US banks are still sitting on all-time high levels of commercial real estate loan exposure"
X Link @dgsommersmkts 2025-10-15T17:21Z 8314 followers, XXX engagements
"@elerianm Yes -- gold seems to be anticipating relentless deficit spending -- and inflationary policies to finance that spending -- coming our way in the years ahead. Source: CBO"
X Link @dgsommersmkts 2025-10-13T15:50Z 8298 followers, 1202 engagements
"@StealthQE4 Gold knows a lot more QE is coming"
X Link @dgsommersmkts 2025-10-15T01:48Z 8314 followers, XXX engagements
"@WatcherGuru Then why is the Fed cutting rates into inflationary pressures"
X Link @dgsommersmkts 2025-10-14T16:27Z 8312 followers, 17.4K engagements
"@Fineagle66 There are differences between truflation and CPI but both show the same kind of trends and I think both are understated over time"
X Link @dgsommersmkts 2025-10-14T23:48Z 8312 followers, XX engagements
"Gold "knows" QE is coming back -- and has known this for quite a while. The Fed is nearly done shrinking its balance sheet. How much larger will the Fed grow its balance sheet in the coming years in an attempt to finance US Treasury bond issuance"
X Link @dgsommersmkts 2025-10-15T13:28Z 8314 followers, 4339 engagements
"@StealthQE4 Absolutely. The Fed should never have involved itself in the markets like this"
X Link @dgsommersmkts 2025-10-15T01:51Z 8299 followers, XXX engagements
"If this is the case then why is the Fed cutting rates into inflationary pressures"
X Link @dgsommersmkts 2025-10-14T17:24Z 8312 followers, XXX engagements
"Another inspiring 12+ minutes from @VanceGinn here on the America's big problem of government spending -- a bipartisan problem as Vance correctly notes. We need a new path. Worth your time to watch and listen"
X Link @dgsommersmkts 2025-10-13T17:31Z 8299 followers, XXX engagements
"I absolutely disagree that this is a partisan point L. Presidents Obama and Biden urged low rates and easy money for years as did Democratic leaders in Congress. Republican leaders in Congress (and President Trump) have completely abdicated the responsibility of "managing inflation" (and the Fed has enabled it all) in my view but so have the Democrats. This is a bipartisan problem years if not decades in the making"
X Link @dgsommersmkts 2025-10-15T17:07Z 8308 followers, XX engagements
"@intocryptoverse Yes -- gold seems to be anticipating relentless deficit spending -- and inflationary policies to finance that spending -- coming our way in the years ahead. Source: CBO"
X Link @dgsommersmkts 2025-10-13T20:40Z 8301 followers, 3718 engagements
"Gold "knows" QE is coming back -- and has known this for quite a while. The Fed is nearly done shrinking its balance sheet. How much larger will the Fed grow its balance sheet in the coming years in an attempt to finance US Treasury bond issuance"
X Link @dgsommersmkts 2025-10-15T01:43Z 8314 followers, 7876 engagements
"@KobeissiLetter Yes -- gold seems to be anticipating relentless deficit spending -- and inflationary policies to finance that spending -- coming our way in the years ahead. Source: CBO"
X Link @dgsommersmkts 2025-10-13T15:12Z 8314 followers, 16.9K engagements
"The pace of loss in dollar purchasing power (separate from the value of the dollar versus other fiat currencies) seems to be accelerating but this trend has been ongoing for a very long time unfortunately. What happened in 1913"
X Link @dgsommersmkts 2025-10-07T20:37Z 8311 followers, XXX engagements
"@unusual_whales Yes and historically an uptick in the unemployment rate has coincided with the onset of recessions in the US"
X Link @dgsommersmkts 2025-10-10T16:18Z 8304 followers, 5276 engagements
"@jan20ram Hi Ram -- I don't know enough about India and its banks to comment. I think it's worth noting that US banks are carrying record amounts of loan exposure given the current state of US commercial real estate"
X Link @dgsommersmkts 2025-10-15T17:44Z 8309 followers, XX engagements
"@HamLung1 @Mailandplate I don't think President Trump is trying to destroy the Fed. I think he is trying to control it"
X Link @dgsommersmkts 2025-10-14T21:17Z 8313 followers, XX engagements
"Hi Curtis -- these are good questions. I think the second one is easier to answer -- DXY measures the dollar against other fiat currencies whose problems are similar to or perhaps greater than those of the dollar. As to your first question that's more difficult to answer -- my guess is that yields are falling because (1) investors are expecting a deflationary recession and not considering enough the inflationary policy responses ongoing and likely to escalate and (2) the currency market might eventually be sacrificed (at least temporarily) for the bond market"
X Link @dgsommersmkts 2025-10-16T20:54Z 8314 followers, XX engagements
"@StealthQE4 Yes -- that certainly seems to be weighing on Wall Street at the moment"
X Link @dgsommersmkts 2025-10-16T19:47Z 8314 followers, XXX engagements
"Why The Fed's balance sheet is still 7x its levels prior to the GFC. Why is it appropriate to stop QT now"
X Link @dgsommersmkts 2025-10-15T17:23Z 8312 followers, XXX engagements
"I understand your points but I don't agree with the way you look at this. I don't agree that "all past QE has occurred as a result of short term inflation of zero percent or less" and don't agree that the Fed has ever displayed this level of discipline or would display any discipline going forward. Again we can agree to disagree. Let's move on"
X Link @dgsommersmkts 2025-10-16T23:49Z 8312 followers, XX engagements
"@Jason_Sanders81 No Jason I am deeply opposed to all central bank manipulations of the markets"
X Link @dgsommersmkts 2025-10-14T21:31Z 8290 followers, XX engagements
"Hi Brenden -- I agree with Sean that lower is possible especially initially if the "policy response" includes the Fed buying the XX year via QE programs -- though I think the currency would react very poorly in that scenario and ultimately of course I agree with you (as you know) that inflation and market risk are likely to increase as a result of all of these events. We will have to see what happens of course"
X Link @dgsommersmkts 2025-10-16T22:29Z 8314 followers, XX engagements
"The price of gold really is more the best indication of inflation and the effect of inflationary policies pursued by the US Federal government and the Federal Reserve"
X Link @dgsommersmkts 2025-10-15T14:41Z 8312 followers, 1138 engagements
"@davetrane11 I agree Dave -- and I wouldn't put too much into the Fed's assessment of the importance of the price of gold for determining inflation. They (and the rest of the government) have too much incentive to not see it that way"
X Link @dgsommersmkts 2025-10-15T16:11Z 8309 followers, XX engagements
"@DeItaone Because we are almost back to pre GFC normalcy for the Fed balance sheet"
X Link @dgsommersmkts 2025-10-14T16:22Z 8314 followers, 17.7K engagements
"With gold now above $3900 per ounce we are at a price that is more than 100x (in dollars) gold's price of $XX per ounce when President Nixon fatefully closed "the gold window" in August 1971. Is gold 100x better than it was in 1971 Of course not. Gold is the exact same atomic number XX on the periodic table of elements as it was in 1971. It is exactly the same in all respects as it was in 1971. Gold is the same as it was in 1971 BC and 4000 years before that too. So what has in fact changed For gold as well as all goods and services"
X Link @dgsommersmkts 2025-10-06T01:02Z 8308 followers, 2892 engagements
"@mortymer001 Well I don't think the US has seen any hyperinflation at this point. Hyperinflation is very extreme and rare. I understand your general point though"
X Link @dgsommersmkts 2025-10-14T21:14Z 8314 followers, XX engagements
"But the question is against what asset are you measuring the dollar going "down" To take it to an extreme if I lend you $1000 and you go out and buy trash you are not going to be able to repay me and my loan. If the dollar goes "down 30%" versus say gold then you still can't pay back my loan and I still have a problem. I am not saying that commercial real estate is "trash" to be clear -- I am just using an extreme example to illustrate why inflation (until it becomes hyperinflation and all dollar and dollar denominated loans are just worthless) doesn't solve this problem necessarily"
X Link @dgsommersmkts 2025-10-15T18:00Z 8314 followers, XX engagements