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@rev_cap Avatar @rev_cap Rev Cap

Inflation is persisting at high levels, with core inflation rates at X% and moving higher, while unemployment remains low at 4.1%. Despite this, there are concerns that the Federal Reserve may not be taking sufficient action to address inflation, with some critics arguing that it is prioritizing asset prices and growth over inflation control. This dynamic is contributing to a rise in populist sentiment and criticism of the Fed's independence.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence finance #2319 countries technology brands stocks #5519 social networks automotive brands cryptocurrencies

Social topic influence stocks #508, china #2001, inflation #117, homes #178, fed #295, rates #841, tariffs #425, money #2887, have fun, twitter

Top assets mentioned DoorDash, Inc. (DASH) Bitcoin (BTC) Solana (SOL)

Top Social Posts #

Top posts by engagements in the last XX hours

"@TheStalwart Joe the debasement trade is a psychology and a recognition that policymakers on a secular level are ignoring the inflation target in full People want to get as much exposure as possible to assets that protect them from that. Today its not homes because of the starting price"
X Link @rev_cap 2025-10-15T10:36Z 28.3K followers, 17.7K engagements

"@WarrenPies Its just such a bizarro asset market Growth is holding up better than anyone bullish bonds would have expected. And yet yields at lows. Stocks wouldnt be at ATH multiples if growth was weak Its just financial repression. Powell doing QT and growth is fine and were cutting"
X Link @rev_cap 2025-10-15T14:35Z 28.2K followers, 1340 engagements

"Fed ends QT and bonds go up 17bps This asset class is a joke Yea have fun when we are running a X% deficit next year"
X Link @rev_cap 2025-10-14T16:58Z 28.2K followers, 17.8K engagements

"Never change energy twitter"
X Link @rev_cap 2025-10-14T22:16Z 28.2K followers, 14.9K engagements

"@JigsawCap US industrial production is now ex growth since 2005. And thats with the debt / GDP roughly doubling over that XX year span We cant keep levering up to fund our own excess consumption without being more productive"
X Link @rev_cap 2025-10-13T21:11Z 28.2K followers, XXX engagements

"@nequalonetrader Dude they are literally saying transitory inflation again"
X Link @rev_cap 2025-10-14T03:29Z 28.2K followers, XXX engagements

"@jay_21_ But yea I mean people staying in very small apartments in areas not conductive to family or managing extremely long commutes to navigate around affordability issues Its all just a huge resource misallocation"
X Link @rev_cap 2025-10-15T00:40Z 28.2K followers, 2781 engagements

"@TheLAPurchaser Youre falling into the tech trap of comparing these to tiny Ecomm marketplaces This is a parcel / infrastructure company and it has financials like one The network isnt built its leased and networks are always evolving. The competition is WMT DoorDash new logistics etc"
X Link @rev_cap 2025-10-15T11:27Z 28.2K followers, XXX engagements

"This was a good thread Really insane when you step back how much the West has given up to accommodate chinas rise. German industrial production is down XX% or so from recent peaks and no path to recover"
X Link @rev_cap 2025-10-13T08:37Z 28.2K followers, 31.3K engagements

"@TheStalwart People cant afford homes anyways its not like they can pay more if they wanted to. The market is broken because its valued as if mortgage rates are X% which they were for 2-3 years and the Fed has said to people well lower rates People are panic buying stocks and gold"
X Link @rev_cap 2025-10-15T10:38Z 28.3K followers, 2373 engagements

"@Geo_papic @tylermacro10 @eliant_capital @ShanghaiMacro Doesnt your polling data suggest that people hate tariffs Maybe Tyler is right and its for Trump to scratch his itch for conflict which is at the center of all good reality TV But I read it as he is trying the punch them in the mouth but cant do it anymore bc of stocks"
X Link @rev_cap 2025-10-14T17:19Z 28.2K followers, XXX engagements

"@JigsawCap We have to tariff the sh*t out of cars so that we can employ people in the industry Just wait for one of these European countries to blow up next 3-4 years (and this thread was on Europe) and curious if your views change"
X Link @rev_cap 2025-10-13T22:01Z 28.2K followers, XXX engagements

"Small caps I think can trade pretty well here for a sustained period Its not correct that only tech is growing earnings anymore and valuation gaps are very wide Its sector specific but are we actually going to put 2x the valuation on QQQ IWM into a tax cut and Fed cuts"
X Link @rev_cap 2025-10-15T11:10Z 28.2K followers, 7884 engagements

"The administration is truly terrified of stocks going down X% GREER: WE ALWAYS WATCH THE STOCK BOND MARKETS GREER: SCHEDULED TIME FOR TRUMP XI MEETING"
X Link @rev_cap 2025-10-14T15:55Z 28.2K followers, 12.8K engagements

"Im short stocks as of Friday midday. Currently in the money. This is a disgusting bubble. The market cant be pumped anymore and is increasingly insensitive to stupid headlines and policy Im ok with riding it out Will be taking a break & see how it goes by year end"
X Link @rev_cap 2025-10-15T17:16Z 28.3K followers, 22.7K engagements

"One is a grocery store and the other one is a search engine on top of a parcel company"
X Link @rev_cap 2025-10-14T20:12Z 28.2K followers, 25.6K engagements

"Sooo Bessent is saying instead of raising tariffs on China they are going to take them to zero The administration just here to pump stocks Literally nothing else matters"
X Link @rev_cap 2025-10-15T14:11Z 28.2K followers, 10.4K engagements

"Have so many friends really struggling economically despite having high paying jobs and they will all inherit lump sums of $2-5m when they are XX at which point they will have no use for it at all because their kids will be in college and approaching empty nesting"
X Link @rev_cap 2025-10-15T00:26Z 28.2K followers, 190.7K engagements

"@texasrunnerDFW Im not that old but Ive already experienced that money has rapidly diminishing utility with age and particularly over a certain level So I dont really get boomers pearl clutching on these increasingly comically large savings nest eggs when kids cant afford a home + daycare"
X Link @rev_cap 2025-10-15T01:19Z 28.2K followers, 9067 engagements

"This is awesome. Huge win for the administration Higher education prices are such moral hazard"
X Link @rev_cap 2025-10-13T21:37Z 28.2K followers, 24K engagements

"@JigsawCap So we offshore all this stuff to depress inflation and then we lever up and now have to reshore a ton of it when we cant afford the higher rates or the investment Weve lost the expertise to build this stuff It has also caused a lot of inequality Has not been a net win"
X Link @rev_cap 2025-10-13T21:14Z 28.2K followers, XXX engagements

"Not a great day for the decoupling guys Administration truly just cares about stock prices Any country that wanted to get anything from Trump could just make stocks go down for more than XX hours We would give the nuclear codes to China at this point if it meant stocks rally"
X Link @rev_cap 2025-10-14T02:33Z 28.2K followers, 23.4K engagements

"5x single stock ETFs"
X Link @rev_cap 2025-10-14T22:11Z 28.2K followers, 24.3K engagements

"Can we just get it over with and do the decoupling thing or if not just get rid of all of this"
X Link @rev_cap 2025-10-14T21:26Z 28.2K followers, 9085 engagements

"Think market is really vulnerable Theres so much rampant speculation everywhere and nihilism has become a base case even for bears But you cant keep making new monthly retail buying records every month and the consumer spend data is finally slowing pretty hard"
X Link @rev_cap 2025-10-14T10:44Z 28.2K followers, 16.9K engagements

"@Cycle_Watcher Doesnt China realize this is just weakness for the US Its becoming a national emergency to have stocks down"
X Link @rev_cap 2025-10-15T14:55Z 28.2K followers, XXX engagements

"HF gross is so extreme and so tilted QQQ IWM I dont know how much more you can put on in that trade although retail never ending incremental $ into QQQ does help the cause"
X Link @rev_cap 2025-10-15T11:11Z 28.2K followers, 2000 engagements

"Metals markets are going ballistic"
X Link @rev_cap 2025-10-13T23:39Z 28.2K followers, 6760 engagements

"Stocks ATH tomorrow"
X Link @rev_cap 2025-10-14T01:43Z 28.2K followers, 31.8K engagements

"I dont really get it from Chinas perspective They are getting tariffed heavily. Losing share in EU markets. They have one source of leverage that the US is pulling away over time and they are scared to use it Maybe I dont get how domestic politics with there but seems odd"
X Link @rev_cap 2025-10-14T02:42Z 28.2K followers, 4377 engagements