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@stevehou0 Avatar @stevehou0 Steve Hou

Steve Hou posts on X about fed, powell, rates, tariffs the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

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 #2083 stocks XXXX% cryptocurrencies XXXX% technology brands XXXX% countries XXXX% travel destinations XXXX% automotive brands XXXX% celebrities XXXX%

Social topic influence fed #67, powell #76, rates #50, tariffs 2.84%, stocks #953, fed chair #48, inflation #279, virtual 2.13%, applied 1.42%, macro XXXX%

Top accounts mentioned or mentioned by @briangobosox @grok @revcap @isaacjliu @zoomyzoomm @sdav1986 @glennluk @chamath @theallinpod @bradsetser @rev_cap @kingsepp @shinskysam @rabois @wabuffo @zenobcap @jbrukh @bsmdeltas @jeremydschwartz @darioperkins

Top assets mentioned Alphabet Inc Class A (GOOGL) Uber Technologies, Inc. (UBER) Open Custody Protocol (OPEN) Fartcoin (FARTCOIN) Palantir (PLTR) WSB Coin (WSB) BlackRock Inc (BLK) Robinhood Markets, Inc. (HOOD)

Top Social Posts #

Top posts by engagements in the last XX hours

"@BSMdeltas I do like intermediate asset pricing theory I think marginal investor matters a lot"
@stevehou0 Avatar @stevehou0 on X 2025-07-19 13:33:27 UTC 29.8K followers, XX engagements

"I thought RenTech/Simons used the Open State Space Markov Chain Smoking Model (OSSMCS)"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 17:53:29 UTC 30.6K followers, 3858 engagements

"Celsius Fahrenheit. I'm sorry America. The civilized world has decided on this issue. I'm not going to learn a new random temperature system that doesn't even freeze at X and boil at XXX. Re-normalize and we can talk again. :)"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 17:36:12 UTC 30.6K followers, 4199 engagements

"Interesting perspective on arb opportunities in crypto from an ex-mid freq equity quant"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 23:33:42 UTC 30.6K followers, 3575 engagements

"I don't really watch shows anymore. Not sure if it's an age thing or the age of times thing but shows or even movies just feel like a big emotional commitment. Much easier to watch some YT videos could be short cooking comedy sociopolitical stuff could long documentaries"
@stevehou0 Avatar @stevehou0 on X 2025-07-19 16:13:51 UTC 30.6K followers, 6833 engagements

"In this 2022 episode of odd lots @jason exuded confidence in Uber and predicted easy profitability. In a low rates env Uber was rewarded for growth not profits. Now they were so they just had to flip a switch. And they did and boom. h/t: @tracyalloway"
@stevehou0 Avatar @stevehou0 on X 2025-07-17 16:13:26 UTC 30.6K followers, 56.5K engagements

"@rev_cap @ezraklein @DKThomp In general we need more supply-side solutions while tempering financial leverage driven fake demand instead of just hammering aggregate demand all day long with expensive consumption credit"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 11:34:32 UTC 30.4K followers, XXX engagements

"@BlacklionCTA Do they really think the Fed cutting FFR will help lower 30y yield Do they really not see a direct link from OBBB to the long bond yields spiking"
@stevehou0 Avatar @stevehou0 on X 2025-07-16 11:05:12 UTC 29.8K followers, XXX engagements

"Some asked why I I wrote my initial reply to Chamath this or that way. Truth is I wrote it off the cuff so its not even a very good analysis of the trade. Others have written much better like below. Mine went viral mainly bc Chamaths reply to my reply mentioning the ISDA.😅"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 11:45:16 UTC 30.6K followers, 3044 engagements

"@rabois What does the Fed have to do with $OPEN You mean it would help unlock the real estate market by cutting rates What if the long end rises in response"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 13:59:12 UTC 30.6K followers, 1417 engagements

"One of my favorite economics papers. Fundamentally shaped the way I think about markets"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 11:34:55 UTC 30.6K followers, 269.1K engagements

"Nice blog on AI context engineering which is a much better and accurate phrase than prompt engineering"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 11:34:15 UTC 30.6K followers, 2232 engagements

"Explain this to me like Im X. Actually you know what I am X. Full port my Roth IRA into $FARTCOIN. Very strong 1Y return. Vol is a little high but future of the world is uncertain too"
@stevehou0 Avatar @stevehou0 on X 2025-07-17 21:19:21 UTC 29.6K followers, 4298 engagements

"They are really trying to bring down a Fed chair over a glorified home remodeling cost overrun scandal It's not like Powell got to hire his cousin as contractor or even gets to enjoy the new building when finished. He'll be retired before the project's finished"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 22:51:19 UTC 30.6K followers, 8094 engagements

"Agree or disagree with the current monetary policies which are decided by the FOMC as a group. Jerome Powell has performed honorable and commendable service to the country as Fed chair and is now taking a brave stand against the encroachment of monetary independence for sheer political convenience. Honorable leaders and public intellectuals rally around him for a matter of principle. Dishonorable hacks do the opposite in hope of some opportunistic gains for themselves"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 12:11:26 UTC 30.6K followers, 12K engagements

"@briangobosox oh c'mon if Trump could legally remove Powell he would've already. This is 3D chess again"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 18:32:53 UTC 30.6K followers, XXX engagements

"New paper argues that not only should the Fed "look through" tariff inflation it should optimally ease to counteract the recessionary impact of tariffs which "reduce inefficiently private incentives to consume imported goods"" I've not read the paper in details yet but my first question is if this advice is conditional in the macro condition in which tariffs are being applied"
@stevehou0 Avatar @stevehou0 on X 2025-06-25 18:50:06 UTC 30.4K followers, 3769 engagements

"The US doesnt export the dollar. It exports financial and software technologies. The reason US assets are craved globally is multifaceted but primarily US-centric global financial architecture backed by US military and US tech innovation. Investors want exposure to financial and tech innovations and the US has been the only place to get it at scale and speed Perhaps this has come at the expense of lower end low margin manufacturing thats actually crucial for national security esp the production of advanced industrial components and key minerals. The US leaned into its comparative strength in"
@stevehou0 Avatar @stevehou0 on X 2025-07-12 10:22:45 UTC 30.6K followers, 83.6K engagements

"@gdp1985 Are you sure Did you check on Gemini"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 16:49:10 UTC 30.6K followers, XXX engagements

"Im two bots away from back to 29k Cmon bots. Im a macro expert and love crypto. #macro #recession #btc #eth"
@stevehou0 Avatar @stevehou0 on X 2025-07-17 13:56:48 UTC 30.5K followers, 1403 engagements

"@rabois Even if the long bond yields rise"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 14:00:21 UTC 30.6K followers, 1164 engagements

"One of the smartest and kindest people I met at AQR was @sunnymbala. whose views Ive consistently enjoyed listening to. Btwn AQR and Citadel hes seen quant methods being applied from both quant and discretionary perspectives. An endlessly curious and flexible mind. He hasnt posted much but I hear hes about to and wants to become more active. Give him a follow 😊"
@stevehou0 Avatar @stevehou0 on X 2025-07-19 13:45:16 UTC 30.6K followers, 1644 engagements

"@briangobosox also do we know that tariffs will be high What if they get struck down by the courts as illegal as some seem to think is possible While I personally see the merit of looking through and cutting I can see why not cutting might make sense too. It's really the admin's own fault"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 19:43:40 UTC 30.6K followers, XXX engagements

"👀 For those that want to understand what happened to Palantir $PLTR"
@stevehou0 Avatar @stevehou0 on X 2025-07-17 15:46:42 UTC 30.3K followers, 10.4K engagements

"On net Bessent is an honorable man and saner voice among top officials in the Trump admin. On several occasions hes reported to have brought us back from the brink of terrible policy decisions. The meritocratic and technocratic role of the Treasury Secretary is very underrated"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 13:01:40 UTC 30.6K followers, 4151 engagements

"@briangobosox Why would the Fed accommodate the WH creating a severe supply shock No rate cuts the WH's capacity to use tariffs as a negotiating tool is also constrained"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 19:40:04 UTC 30.5K followers, XXX engagements

"@zoomyzoomm Id invest in GOOG for its continued core resilience and AI sooner than Waymo tbh. Id avoid BIDU"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 01:23:51 UTC 30.4K followers, XXX engagements

"I'm a simple man. When weather is nice in NYC I buy some US stocks. Today is XX degrees "feels like 25" cool dry and sunny. 😎📈 Weather looks good this week until Friday anyway"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 17:32:20 UTC 30.6K followers, 5906 engagements

"Nevertheless going for a jog however slow will still be good for both your physical and mental health"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 22:33:17 UTC 30.6K followers, 3057 engagements

"@sdav1986 Rome isnt built in a day. Patience"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 13:34:00 UTC 30.5K followers, XXX engagements

"@zoomyzoomm If you are bullish on autonomous driving as a business you should just invest in TSLA. AD is a solved problem with FSD"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 01:07:04 UTC 30.5K followers, XXX engagements

"I think a key challenge with the Powell struggle is that the supporters of President Trump even the well educated smart non-finance tech bros seem convinced that the Fed cutting rates equals rates falling across maturities. That a stubborn Fed is the only force holding rates up. Thats just not true. The Fed isnt the reason why 30y is at 5%. Fiscal policy is. But such nuances are really difficult to convey esp in a highly politically charged environment with very little mutual trust for good faith debates"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 14:10:14 UTC 30.6K followers, 46.2K engagements

"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET Ill present The Reformers: an earnings inflection strategy -- how beaten-down money-losing companies can turn into big winners. 😄 Register free"
@stevehou0 Avatar @stevehou0 on X 2025-07-16 21:09:59 UTC 30.6K followers, 160.4K engagements

"@gnoble79 I was in school. As a Wall Street veteran during the Dotcom Bubble can you attest that the Dotcom Bubble was substantially crazier than what we are seeing today"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 13:04:51 UTC 30.6K followers, XXX engagements

"@viscondegrego Exactly. Civilization is a transition from being mostly outdoors to mostly indoors"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 17:41:30 UTC 30.6K followers, XX engagements

"Sorry. I didn't mean long yields rose last year after the Sep cuts bc of fiscal policy. It was due to the reasons you laid out that the Fed (and the rest of us) got fooled by a growth scare as evidenced by the plunging 10y. I was more speaking of the rising long yields since the passage of OBBB. Again evidence is thin and not definitive. Different theories abound. I've also said repeatedly that I expect bond yields to fall first before rising bc the cyclical (slowing economy) always beats the secular (unsustainable fiscal outlook)"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 15:30:42 UTC 30.6K followers, XXX engagements

"I think HOOD pricing in a lot of where the future of AUC is going. RH has moved significantly beyond degen trading by small retail accounts on WSB. COIN is likely pricing in a future with a lot more crypto trading for which it is the custodial service provider. IBIT is more profitable for BlackRock than its S&P500 ETF. That says a lot I think no commentary on whether the valuations are right"
@stevehou0 Avatar @stevehou0 on X 2025-07-12 13:59:10 UTC 30.6K followers, XXX engagements

"Woke up to being called incredibly unsophisticated by the Dictator"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 11:47:17 UTC 30.6K followers, 182.8K engagements

"@briangobosox Now imagine if one of the next couple inflation prints are hot who would bear the blame"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 19:00:54 UTC 30.6K followers, XXX engagements

"Nevertheless going for a log however slow will still be good for both your physical and mental health"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 22:24:49 UTC 30.6K followers, 1571 engagements

"👀 @elonmusk seemingly endorses @GavinSBakers very interesting idea of Apple+xAI partnership. Apple has a top distribution network (iPhone users) bar none but no credible AI solutions. They missed train started late continued to face delays. I was expecting them to acquire a top AI lab a year ago. Alas they seemed to want to do it in-house which is vintage Apple but also proving very difficult so far. Foundational models are not commoditized after all. xAI on the other hand is easily one of the top AI models but similarly suffers from a late start hence falling behind ChatGPT and from Elons"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 11:19:12 UTC 30.6K followers, 8996 engagements

"@BSMdeltas OK Im aware of it. Im a bit skeptical of it tbh. I feel like its not really plausible"
@stevehou0 Avatar @stevehou0 on X 2025-07-19 13:31:03 UTC 29.8K followers, XX engagements

"@briangobosox And thats why theres a lot of uncertainty over tariffs and the case for wait and see. I was on team cutting. Now Im not so sure given the way the admin is behaving. Cutting now gives admin extra tariff policy space that they otherwise wouldnt have had"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 20:09:38 UTC 30.6K followers, XXX engagements

"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free"
@stevehou0 Avatar @stevehou0 on X 2025-07-17 13:32:23 UTC 30.3K followers, 4153 engagements

"@chamath @theallinpod Sorry I thought it was a trade recommended to the All In podcast audience. Given that its the number X podcast with maybe hundreds of millions of listeners worldwide I just assumed the vast majority doesnt have ISDA or cheap/free leverage to put into such a trade"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 11:50:07 UTC 30.6K followers, 85.5K engagements

"Yea that seems to be the consensus cautious view. I think AI narrative will dominate Trump. There's just too much uncertainty in the form of upside risk. Combine that with the crypto stuff riding on more fundamental catalysts like tokenization and stablecoins. All the President's kids are involved and clearly want this to go up. I actually struggle to see how we don't get a repeat of DotCom"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 13:15:07 UTC 30.6K followers, XX engagements

"@rev_cap Did you underestimate their pension and SS and they overestimate their home value"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 17:40:29 UTC 30.5K followers, 2006 engagements

"Wow Wyoming is really nice this time of the year 😍"
@stevehou0 Avatar @stevehou0 on X 2025-07-19 17:43:53 UTC 30.6K followers, 35.9K engagements

"Chris Waller is actively and openly campaigning for the Fed Chair job. All things considered I think that's a very good thing. I hope he gets it. He's clearly the best candidate of all the major options being floated"
@stevehou0 Avatar @stevehou0 on X 2025-07-18 13:05:02 UTC 30.6K followers, 18.6K engagements

"@rev_cap @ezraklein @DKThomp Trump's base isn't in the cities so he doesn't really care about this issue Housing supply in NYC is a liberal issue. But I agree with you that this should be a good policy for Dems to pursue"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 11:30:36 UTC 30.5K followers, XXX engagements

"Ironically the way long term bond yields reacted (and the subsequent inflation and growth news) to the rate cuts last fall is an important reason why the Fed is nervous about cutting prematurely now. Here's my review of the sequence of events last fall:"
@stevehou0 Avatar @stevehou0 on X 2025-07-22 17:08:27 UTC 30.6K followers, 1486 engagements

"Did AI really win an Olympiad gold medal though"
@stevehou0 Avatar @stevehou0 on X 2025-07-19 23:49:52 UTC 30.6K followers, 7812 engagements

"@GreenZenForest @Citrini7 @agnostoxxx @PauloMacro @Globalflows @AuclairCapital @eliant_capital @nope_its_lily @pennycheck @iv_technicals Short bond long gold. Id keep it simple and shrink the set of instruments towards the most effective by looking at Weds event study as closely as possible"
@stevehou0 Avatar @stevehou0 on X 2025-07-18 09:51:29 UTC 29.2K followers, XX engagements

"@zoomyzoomm Does GOOG make any money from Waymo"
@stevehou0 Avatar @stevehou0 on X 2025-07-21 00:58:10 UTC 30.5K followers, XXX engagements

"@atlas_invst Trust me the following is true of celsius too "0 deg = cold as shit XXX deg = hot as shit""
@stevehou0 Avatar @stevehou0 on X 2025-07-22 17:51:16 UTC 30.6K followers, XX engagements

"@grok @JHWeissmann @MattZeitlin @Birdyword @TheStalwart @lebas_janney @conksresearch @Notbullnorbear @EYECANTFAIL @vwapx @stockdatamarket @FedPrimeRate @SeemaSh46712468 @NationFirst63 @thirumagale @Us_Together @revsodhi @Mansa_manita @RamPD78 @SANJAYPANDA3 @0mysky @RiskyDR_14 @iamnarendranath @MsAnjaliB @Shailen26551703 @DrDeepakKrishn1 @PoonamMishra @AMushroof @oodleshappiness @bkabduwal @bellarosa000 @darkxfer @FoxProse @Fizzytwizler @triVVedi @Changedhandle1 @mattyglesias @ArmandDoma @atrupar @Noahpinion @daveweigel @rcobooth @besttrousers @bendreyfuss @AlanMCole @lymanstoneky @carney"
@stevehou0 Avatar @stevehou0 on X 2025-07-18 18:48:34 UTC 29.7K followers, XXX engagements

"@chamath @theallinpod Um Annualized Return: XXXX% (from the long SPY short Mag7 XXX% return over X months and XX days annualized with compounding). 1-Year Risk-Free Rate (Jan 2025): 4.3%"
@stevehou0 Avatar @stevehou0 on X 2025-07-20 22:55:30 UTC 30.6K followers, 222.8K engagements