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@WarrenPies "Many criticize Waller and say he is just trying to get the job but there is a huge distance from him - someone who has an intellectual consistent/defensible/sound position - and the sycophants (Hassett Bowman Warsh) who are extensions of DJT. The upshot is that the market reactions will be markedly different if he is the next Chair vs the other group"
@WarrenPies Avatar @WarrenPies on X 2025-07-17 22:38:29 UTC 56.2K followers, 143.2K engagements

"Prior to covid XX% of U.S. households could make the payment on an average house at prevailing mortgage rates. Post-covid XX% of households can afford the average house. This chart explains the post-covid angst more than any other I can think of"
@WarrenPies Avatar @WarrenPies on X 2025-07-26 11:26:48 UTC 56.2K followers, 107.8K engagements

"@acemoney21 Big automatic bids drying up too. vol-target went from -X S/D to +1 S/D exposure.CTAs loading up.corporates blacked out. These have been big tailwinds for the rally"
@WarrenPies Avatar @WarrenPies on X 2025-07-21 20:36:15 UTC 56.1K followers, 11K engagements

"Nice summary of where the bull market stands from @michaelsantoli including an overview of the @3F_Research sentiment work"
@WarrenPies Avatar @WarrenPies on X 2025-07-28 15:22:53 UTC 56.2K followers, 10.7K engagements

"The fear of losing ground (i.e. purchasing power) is replacing the fear of losing principle This fear manifests in market structure and consumer behavior. H1 of 2025 accelerated the mindset shift from "deflation to debasement." Excerpt from this week's @3F_Research report"
@WarrenPies Avatar @WarrenPies on X 2025-07-26 11:33:52 UTC 56.2K followers, 29.4K engagements

"MAY CPI Cold report.Shelter inflation continues its mechanical deceleration. Core goods negative MOM Supercore +.06% MOM (2nd lowest reading since last summer). If not for tariffs the Fed would be cutting"
@WarrenPies Avatar @WarrenPies on X 2025-06-11 12:42:30 UTC 56.2K followers, 81.1K engagements

"@PharmD_KS @3F_Research You can tell bc its hard to even tweet something mildly negative without feeling self conscious 😅"
@WarrenPies Avatar @WarrenPies on X 2025-07-25 01:17:48 UTC 56.1K followers, 2548 engagements

"S&P XXX - SENTIMENT Now touching extreme optimism. Would be logical to see the market cool between mid-August and mid-October. @3F_Research"
@WarrenPies Avatar @WarrenPies on X 2025-07-25 01:12:23 UTC 56.2K followers, 74.5K engagements

"Had some questions on the sentiment composite. Among a few other things it uses data/estimates of: -Systematic strategies -CTAs -Options data -Investor polls/survey data. Full history below"
@WarrenPies Avatar @WarrenPies on X 2025-07-25 13:06:49 UTC 56.2K followers, 8615 engagements

"S&P XXX Mega-cap strength masking weakness under the surface (S&P equal-weight down X% today). Median S&P stock was more than XX% away from a XX week high as the index made new highs. Bulls need rally to broaden. Fwiw we neutralized our equity overweight last week"
@WarrenPies Avatar @WarrenPies on X 2025-07-15 19:15:38 UTC 56.2K followers, 186.3K engagements

"And reminder he signaled the pivot back in late-23 and - IMO - things turned out pretty good (to be clear if you argue that things SINCE that time have been bad it is teenage-female coded)"
@WarrenPies Avatar @WarrenPies on X 2025-07-17 22:50:13 UTC 56.2K followers, 17K engagements

"@realwallyg @3F_Research Correctfading optimism is WAY more tricky than fading pessimism"
@WarrenPies Avatar @WarrenPies on X 2025-07-26 12:56:20 UTC 56.2K followers, XXX engagements