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Joseph Wang posts on X about balance sheet, fed, rates, cuts the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Social category influence finance #1026 countries XXXX% social networks XXXX% technology brands XXXX%
Social topic influence balance sheet #142, fed #438, rates #66, cuts #185, bessent #322, limits 0.83%, surge 0.83%, positions 0.83%, debt 0.83%, holders XXXX%
Top accounts mentioned or mentioned by @unusual_whales @forwardguidance @dampedspring @bexelinitiative @onechancefreedm @cryptoceannews @bobeunlimited @totemmacro @grok @s_r_larson @notzoltanlol @mystankface @bpetershome @nerdcapk @imperiumpaper @georgeselgin @bickerinbrattle @ironwolfcredit @coqumragep279 @teddy21btc
Top posts by engagements in the last XX hours
"Good speech by Ueda on how Japan's aging demographics are driving up wages. Increasing participation rates and retiring at a later age have reached their limits. It's look like the theory that aging demographics is inflationary will be validated"
X Link @FedGuy12 2025-08-23T19:31Z 194.9K followers, 449.2K engagements
"Looks like lifting the WFC asset cap is creating enough balance sheet capacity that RRP didn't have to spike on quarter-end. @amital13 shows WFC vastly increased their repo last quarter and we did not see the RRP surge we usually see on quarter-end"
X Link @FedGuy12 2025-10-14T12:56Z 194.9K followers, 36K engagements
"@ImperiumPaper No corporate taxes are government revenue. Government expense is what the government spends which is impacted by IOR. Fed is part of gov and when IOR is higher Fed expenses are higher. Government expenses are paid by the public"
X Link @FedGuy12 2025-10-14T21:04Z 194.9K followers, 1243 engagements
"Looks like a huge amount of H1-Bs approved since 2009 are just positions in IT consultancies. That seems like commoditized work Americans could easily be trained to do"
X Link @FedGuy12 2025-09-20T14:37Z 194.9K followers, 95.5K engagements
"Ending QT sounds dovish but the balance sheet's final form could be pretty hawkish. That is what commentary so far suggests even from the dovish members"
X Link @FedGuy12 2025-10-14T17:07Z 194.9K followers, 118.9K engagements
"Looks like Bessent is paying military using some form of payment prioritization. This shows that payment prioritization can be done and debt ceilings are always a non-issue as Treasury holders will get paid"
X Link @FedGuy12 2025-10-13T15:33Z 194.9K followers, 32.7K engagements
"Sounds like China can get everything they want if the stock market were to go lower"
X Link @FedGuy12 2025-10-14T11:21Z 194.9K followers, 96.3K engagements
"@TotemMacro Good man but playing dumb and obviously fear mongering on IOR. Could easily design a tiering system where rate control could be implemented without IOR and without selling securities"
X Link @FedGuy12 2025-10-14T17:52Z 194.9K followers, 2083 engagements
"Powell's claim that IOR doesn't cost tax payers just isn't true. As he notes Fed income is remitted to Treasury. IOR increases Fed interest expense which reduces Fed income. So the higher IOR the less remittance to Treasury. (btw there are still good reasons to have IOR)"
X Link @FedGuy12 2025-10-14T16:59Z 194.9K followers, 89.2K engagements
"While Trump appointees led the call for cuts a couple are also sounding very hawkish along the size composition and pace of moving towards of the Fed's ultimate balance sheet. They may be trading rate cuts for higher long dated rates"
X Link @FedGuy12 2025-10-06T12:30Z 194.9K followers, 115.1K engagements
"@GeorgeSelgin The gov borrows less when it has more remittances from the Fed which happens when the Fed has lower interest expense. And it is very easy to design a system where short rates are controlled without shrinking the balance sheet"
X Link @FedGuy12 2025-10-14T19:42Z 194.9K followers, 1424 engagements
"Find out soon"
X Link @FedGuy12 2025-10-15T12:51Z 194.9K followers, 26.8K engagements
"@TotemMacro He's still not sure whether buying a trillion in MBS may have "disproportionately affected" the housing market. I feel that the XX% y/y price appreciation is kind of a tell"
X Link @FedGuy12 2025-10-14T17:57Z 194.9K followers, 26.2K engagements
"WSJ reports that Beijing's strategy is to tank the stock market and force Trump to offer big concessions"
X Link @FedGuy12 2025-10-15T11:54Z 194.9K followers, 468.6K engagements
"I wish Trump would come back twitter. Truth social seems so scammy and is filled with bizarre ads"
X Link @FedGuy12 2025-10-14T21:39Z 194.9K followers, 19.4K engagements