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@rev_cap "Inflation is going back up unemployment is at XX year lows financial conditions are already about as loose as they have ever been in history And the Fed is just debating how fast to cut rates with key governors arguing for this meeting Clown show"
@rev_cap on X 2025-07-21 01:24:02 UTC 27K followers, 17.6K engagements

"@HedgeDirty Yes. But also this post is crazy attempt to rage bait lol Upper class having a $10mm cutoff Thats the sub X% of families of any age"
@rev_cap on X 2025-07-24 19:05:51 UTC 27K followers, 7911 engagements

"1) people who are bearish growth because homes prices are down X% when we are in the biggest capex cycle in history with no sign of it stopping get some help 2) not to hate but RRPs contra track record is high. Everyone calling peak on the spend while revising ests higher"
@rev_cap on X 2025-07-26 22:01:28 UTC 27K followers, 12.8K engagements

"@onodacapital1 Given realized vol also only recently came down I think mechanically its hard for certain groups of HFs to be that long This crash down / crash up is very painful for systematic and quant strategies. Maybe their pain trade is exacerbating it"
@rev_cap on X 2025-07-26 22:32:09 UTC 27K followers, XXX engagements

"Remain amazed Bessent keeps marketing this utter BS I guess he just wants to be in the press but @SecScottBessent claims to have gone into government to fix the deficit inflation & inequality while hes chosen to do the complete opposite & then just lie constantly about it"
@rev_cap on X 2025-07-26 11:26:49 UTC 27K followers, 18.6K engagements

"I would simply retire I guess I dont know Scott and people say all he cares about it attention but his character arc is so bizarre to me He and Druckenmiller are good friends and this economic agenda is just insanity both short term and long. He clearly knows. Very odd"
@rev_cap on X 2025-07-26 11:32:48 UTC 27K followers, 4008 engagements

"Sorry I must correct myself: it will not be inflation. It will be a one time change in the price level Thats how it works right @NickTimiraos When inflation goes up its a level change. When it is flat its inflation Trying my best to follow the plot here"
@rev_cap on X 2025-07-25 23:21:07 UTC 27K followers, 1373 engagements

"Prices paid vertical The Fed sees this and says lets cut anyways because actually theres no reason to cut at all but just want to be sure we keep pumping this thing as much as possible Truly wild Trump is angry with Powell when the guy is the all time GOAT dove"
@rev_cap on X 2025-07-25 11:09:34 UTC 27K followers, 5739 engagements

"@colbyLsmith Fair to say their commitment to cost control is roughly equivalent to their commitment on inflation Meaning neither exists"
@rev_cap on X 2025-07-25 12:54:24 UTC 26.9K followers, XXX engagements

"And now that there is not uncertainty the market can finally top out Earnings this week and next will be good. Trade war is over. Every bear wrong on fundamentals and the risks from trade Once again the only risk is inflation and whether or not the Fed cares. AGAIN the risk"
@rev_cap on X 2025-07-23 16:15:10 UTC 27K followers, 18.7K engagements

"Trumps approval rating on inflation absolutely collapsing I maintain this is maybe the only issue that really matters with immigration and woke / DEI + Epstein being important but secondary Incredible mistake doing a run it hot and tariffs playbook after 25-30% inflation"
@rev_cap on X 2025-07-25 18:22:19 UTC 27K followers, 9929 engagements

"Full on Retail bubble repeat of 2021 And just like 2021 will be so many people in X months who say no one could have seen the inflation coming"
@rev_cap on X 2025-07-21 14:45:13 UTC 27K followers, 91.3K engagements

"Been helping family & friends with retirement planning lately First of all its insane how much net worth regular boomers have if you consider the stacking of pension + social security Second: people are delusional about the value of their homes. Bubbles cause anchoring"
@rev_cap on X 2025-07-20 17:31:36 UTC 27K followers, 47.5K engagements

"The Fed would call this a one time price adjustment not inflation"
@rev_cap on X 2025-07-25 00:32:53 UTC 27K followers, 10.8K engagements

"@conorsen The real estate is also priced in dollars though. Its in the ecosystem thats being devalued vs everything else I am not a big debasement guy but I dont think it would help US real estate unless the Fed decides to run very negative real rates USD move shouldnt impact it"
@rev_cap on X 2025-07-26 18:25:26 UTC 27K followers, XXX engagements

"So many people calling peak and every estimate of spend is revised up YTD People dont even realize how gigantic some of these secondary market players are Like xAI alone is an incremental $12-15bn of capex this year. ONE COMPANY"
@rev_cap on X 2025-07-26 22:02:51 UTC 27K followers, 4271 engagements

"The market is very anxious about inflation despite very easy comparisons (5 years way above target) I feel like a broken record saying the risk again is inflation. Its every single year. But as long as the Fed doesnt think inflation is a problem stocks can ignore it too"
@rev_cap on X 2025-07-28 10:50:41 UTC 27K followers, 8266 engagements

"Proof AI will not take our jobs Society getting dumber to protect itself from computers Its like an immune response"
@rev_cap on X 2025-07-23 21:54:04 UTC 27K followers, 32.5K engagements

"@stevehou0 Everyone XX days ago to rev cap: Mamdani will never win Rich people just dont feel the consequences of inflation and live in a bubble This includes all the Fed staffers and Fed governors who are all XX and worth several million"
@rev_cap on X 2025-07-27 13:01:38 UTC 27K followers, XXX engagements

"So in the next few quarters I expect some bad inflation The Fed will just call it all one time / transient. Theyll cut into it. Stocks will get very excited but housing will stay broken as the long end wont move And we will get ever crazier populism in government"
@rev_cap on X 2025-07-25 10:35:51 UTC 27K followers, 4230 engagements

"Still trucking $GDX Been less exciting for a while but still crazy cheap Street modeling gold down below forwards and stocks at trough multiples on those numbers"
@rev_cap on X 2025-07-25 10:24:26 UTC 27K followers, 6415 engagements

"@Bonhoeffer_KDS @wabuffo Core inflation is X% on easy comparisons We aint deflation-ing"
@rev_cap on X 2025-07-27 13:25:39 UTC 27K followers, XXX engagements

"@stevehou0 Yes if you consider 401K / IRA withdrawals + the monthly income (annuity value) of pension / SS + home equity boomers have really hit the trifecta. The former surprised me how large But expectations about realistic sale values for homes are way too high"
@rev_cap on X 2025-07-20 18:03:06 UTC 27K followers, 1873 engagements

"Been thinking this over a lot Regardless of what happens with inflation the Fed will probably do close to nothing about it & still cut a lot They dont think inflation is that big of a problem & are willing to let them eat cake to protect stocks Nothing has changed"
@rev_cap on X 2025-07-25 10:31:54 UTC 27K followers, 6176 engagements

"@NickTimiraos When we go socialist as a country in 2028 with AOC running on mass price controls it will be a one time communist reset"
@rev_cap on X 2025-07-25 23:22:51 UTC 27K followers, 3888 engagements

"Producing big alpha in stocks is really not that hard Doing it at a hedge fund that has been marketed to do one thing really well (tech longs vol control MM with sector pairs etc.) is extremely hard That is 90%+ of the HF industry bc of the demand for intense specialization"
@rev_cap on X 2025-07-26 18:05:44 UTC 27K followers, 50.1K engagements

"What do the best auto people think is happening now and will happen to new and used auto prices at retail the next 6-12 months So many tariff moving pieces Ive lost the plot Anything to do in these stocks"
@rev_cap on X 2025-07-27 13:20:27 UTC 27K followers, 9553 engagements

"Hes worth at least $500mm. I cant imagine having all the money in the world and then going into government to enact policy that is fully opposed to your world view & then have to go on the media 5x a week to explain why its a good idea"
@rev_cap on X 2025-07-26 11:30:02 UTC 27K followers, 3960 engagements

"90 days to the next TACO is the new XX days to flatten the curve"
@rev_cap on X 2025-07-27 15:20:20 UTC 27K followers, 11.9K engagements

"This is such a bad idea Please stop redistributing wealth to the elderly and rewarding mal-investment in residential property"
@rev_cap on X 2025-07-27 18:28:24 UTC 27K followers, 18K engagements

"$FIX smashes numbers today. Up XX% AH after a huge run already Pitched by Hiddenite at Sohn. One of the best investors out there right now"
@rev_cap on X 2025-07-25 02:04:37 UTC 27K followers, 19.9K engagements

"How is the price of BTC not up more in this Context"
@rev_cap on X 2025-07-27 02:14:03 UTC 27K followers, 34K engagements

"@stevehou0 Dude the country is toast and its entirely because of inflation and the idiotic ideas held by so called economic elites"
@rev_cap on X 2025-07-27 13:00:11 UTC 27K followers, XXX engagements

"2 year inflation expectations now over X% Trying to imagine what its going to feel like when we start running above X% again In a normal world the Fed would be hawking it up majorly and pushing back hard on risk assets. But we do not live in a normal world anymore"
@rev_cap on X 2025-07-21 17:05:38 UTC 27K followers, 21.1K engagements

"Claims keep going down It is ground hog day every day now for X full years. Im listening to guests on Bloomberg talking about how we are going to have mass job loss bc of AI and meanwhile unemployment goes down every single month People scream rate cuts. Nothing changes"
@rev_cap on X 2025-07-24 12:38:37 UTC 26.9K followers, 30.2K engagements

"Credit spreads all time tight. Stock multiples all time high. Unemployment around XX year lows and going down. Inflation stuck way above target and going up The Fed sees this and says time to cut rates. Trump sees this and says the Fed needs to cut more"
@rev_cap on X 2025-07-28 10:53:44 UTC 27K followers, 44.8K engagements

"Voters just want a normal economy where the private sector is not being choked out by insane government waste and unnecessarily high interest rates But with this fiscal idiocy weve turned the national economy into California which everyone would leave if not for the weather"
@rev_cap on X 2025-07-27 12:39:25 UTC 27K followers, 4877 engagements

"Powell ultimately just cares about maintaining full employment and maximizing wealth effect He is a XX year old private equity centimillionare and his entire network is from that world No one above XX feels inflation & they want stocks at 25x P/E"
@rev_cap on X 2025-07-25 10:34:30 UTC 27K followers, 4765 engagements

"@TheLAPurchaser Late cycle assets Can print money when we have sustained inflation and tight end markets Not a coincidence it was the GOAT in the 70s-80s as well as pre GFC"
@rev_cap on X 2025-07-27 14:05:16 UTC 27K followers, XXX engagements

"@stevehou0 You say that as socialists win elections on the basis of price controls The Fed agrees with you by the way and they will cut into accelerating inflation and destroy the dollar And we will get ever worse populism. AOC 2028. Even Nate silver agrees"
@rev_cap on X 2025-07-27 12:44:31 UTC 27K followers, XXX engagements

"Inflation going to X% if they do this Hilarious to pass a wildly irresponsible fiscal bill on the argument tariffs will offset it with higher taxes and then pivot to saying tariff proceeds will be sent out as stimmy checks Full on emerging market"
@rev_cap on X 2025-07-25 23:19:27 UTC 27K followers, 30.8K engagements

"@positive_gains @onodacapital1 Whats your best theory"
@rev_cap on X 2025-07-26 22:36:26 UTC 27K followers, XXX engagements

"Job market is tightening and will continue to absent a very strong demand shock given the closed border Moving from 4mm new immigrants per year most of them working age men to just a few hundred K is a massive change to the supply side of the labor market"
@rev_cap on X 2025-07-24 12:58:33 UTC 26.9K followers, 15.9K engagements

"@onodacapital1 Thats my working theory yes"
@rev_cap on X 2025-07-26 22:31:13 UTC 27K followers, XXX engagements

"Every smart person I know has reached out to say if I think the Fed will do anything about inflation they have a bridge to sell me. They are probably right Its funny Trump is so explicitly trying to push the Fed more dovish given the starting point is already insanely dovish"
@rev_cap on X 2025-07-24 11:53:42 UTC 26.9K followers, 4883 engagements

"@hump_bear Agree it will be more of a surprise to equity people than fixed income But those Core PCE levels are above the SEP and I dont think unemployment will be at the target given supply side changes If the Fed still messages cuts are coming despite this maybe stocks muddle through"
@rev_cap on X 2025-07-20 01:03:31 UTC 27K followers, XXX engagements