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@TheStalwart Joe Weisenthal
Joe Weisenthal posts on X about china, argentine peso, binance, has been the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.
Engagements: XXXXXXX #
- X Week XXXXXXXXX +83%
- X Month XXXXXXXXXX +62%
- X Months XXXXXXXXXXX -XX%
- X Year XXXXXXXXXXX +28%
Mentions: XXX #
- X Week XXX +44%
- X Month XXX +25%
- X Months XXXXX +12%
- X Year XXXXX +21%
Followers: XXXXXXX #
- X Week XXXXXXX +0.10%
- X Month XXXXXXX +0.43%
- X Months XXXXXXX +3.20%
- X Year XXXXXXX +15%
CreatorRank: XXXXXX #
Social Influence #
Social category influence finance XXXX% stocks XXX% countries #6585 technology brands XXXX% currencies XXXX% exchanges #1321 automotive brands XXXX% cryptocurrencies XXXX% social networks XXXX% travel destinations XXXX%
Social topic influence china #4607, argentine peso 1.42%, binance #338, has been 1.06%, should be 1.06%, all the 0.71%, inflation #1514, bank of #523, integration #289, stocks XXXX%
Top accounts mentioned or mentioned by @tracyalloway @conorsen @moonbeamer6 @andrey4mir @bennpeifert @irvingswisher @rev_cap @bestmanofonline @business @mister_shroom_2 @chrisarnade @manexplainer @milansingh03 @joelgombiner @mostly_agree @deanlearner @johnnyslokes @davidcrespo @cursorai @ccacy
Top assets mentioned Bitcoin (BTC) Beyond Meat, Inc. (BYND) Alphabet Inc Class A (GOOGL) HSBC Holdings PLC (HSBC) Zillow Group, Inc. (ZG) NVIDIA Corp. (NVDA) O'Reilly Automotive Inc (ORLY) JPMorgan Chase (JPM) Autozone Inc (AZO) Intel Corporation (INTC)
Top Social Posts #
Top posts by engagements in the last XX hours
""OpenAI has more than XXX ex-investment bankers helping train its artificial intelligence on how to build financial models.""
X Link @TheStalwart 2025-10-21T13:41Z 422.4K followers, 70.5K engagements
"Dollar lower against every major currency today. Asian currencies are flying"
X Link @TheStalwart 2025-05-05T09:12Z 422.4K followers, 66K engagements
"I love all the responses to this that are like tell me youve never been to Dayton Ohio without telling me youve never been to Dayton Bro Ive been to Dayton. Its no NYC"
X Link @TheStalwart 2025-10-18T20:30Z 422.4K followers, 153.8K engagements
"No you see its the Halloween dog parade in Tompkins Square Park today. I rest my case"
X Link @TheStalwart 2025-10-19T14:31Z 422.4K followers, 77.6K engagements
"Everyone agree that loud music violence etc is anti social and bad. Nobody disputes this. What Im saying is that a phenomenon widely regarded as innocent fun is also insidious and is part and parcel with the more blatantly negative things"
X Link @TheStalwart 2025-10-19T15:04Z 422.4K followers, 650.3K engagements
"The line between what constitutes gambling and what is investing is objectively not easy to define. And so as a society we resolve this by saying there is no line. Like how we dont know exactly when someone is too old to celebrate Halloween. So now we say youre never too old"
X Link @TheStalwart 2025-10-20T19:45Z 422.4K followers, 109.6K engagements
"This place can be awful sometimes but man thank god for X. Just unbelievable nastiness elsewhere"
X Link @TheStalwart 2025-10-20T20:02Z 422.4K followers, 92.7K engagements
"*SPOT GOLD FALLS XXX% IN BIGGEST ONE-DAY DROP SINCE APRIL 2013"
X Link @TheStalwart 2025-10-21T14:54Z 422.4K followers, 91.6K engagements
"PROPOSAL Let's outsource @BLS_gov's work to @StatCan_eng In today's Odd Lots newsletter I wrote about how in the absence of US government data we can just use Canadian government data. This is the beauty of free trade among neighbors"
X Link @TheStalwart 2025-10-21T15:18Z 422.4K followers, 74.2K engagements
"Interesting chart from HSBC. China does almost no international licensing of intellectual property"
X Link @TheStalwart 2025-10-22T09:17Z 422.4K followers, 182.6K engagements
"Remember the UK gilt freakout from early September"
X Link @TheStalwart 2025-10-22T09:20Z 422.4K followers, 22.4K engagements
"Generally not a fan of using emojis. But some are definitely worse than the others A few candidates: ✨ 👀 🤡and of course 🤯"
X Link @TheStalwart 2025-10-22T13:57Z 422.4K followers, 108.5K engagements
"NEW ODD LOTS: It's the return of the great @HyunSongShin @tracyalloway talked to the top researcher at @BIS_org about the big trend this year of everyone around the world hedging their US dollar exposure"
X Link @TheStalwart 2025-10-23T12:40Z 422.4K followers, 46.8K engagements
"Great read from @JPSpinetto about why Argentina is the way it is"
X Link @TheStalwart 2025-10-23T13:23Z 422.4K followers, 56.2K engagements
"Binance is surging"
X Link @TheStalwart 2025-10-23T15:12Z 422.4K followers, 34.8K engagements
"This seems possible to me. That eventually gambling will eliminate professional sports"
X Link @TheStalwart 2025-10-23T18:35Z 422.4K followers, 178.7K engagements
"Futures jump"
X Link @TheStalwart 2025-10-24T12:32Z 422.4K followers, 13.5K engagements
"Fairly bad UMich Sentiment report. Headline came in weaker than expected. And longer-term inflation expectations jumped. But at this point I'm not sure that any of these sentiment surveys are telling us anything useful. At least not in a cyclical sense"
X Link @TheStalwart 2025-10-24T14:01Z 422.4K followers, 19.2K engagements
"Silver is going nuts"
X Link @TheStalwart 2025-10-06T18:31Z 422.4K followers, 68K engagements
"Highly recommend this place if youre ever in DC. Everything was really good. They even use tallow for their fries"
X Link @TheStalwart 2025-10-17T01:12Z 422.4K followers, 343.9K engagements
"@Chris_arnade @AG_galan @Andrey4Mir The most robust and useful ideas can be tested IMO"
X Link @TheStalwart 2025-10-18T15:41Z 422.4K followers, 72.9K engagements
"Its October 19th and Im already seeing people in the East Village wearing Halloween costumes. The corollary to the disappearance of childhood is the disappearance of adulthood"
X Link @TheStalwart 2025-10-19T14:29Z 422.4K followers, 504.4K engagements
"You know what There's really nothing wrong with being an adult and wanting to have some Halloween fun earlier in the month. Just kidding. There is"
X Link @TheStalwart 2025-10-21T15:58Z 422.4K followers, 99.9K engagements
"yeah sure kinda true. But what's the point of "sorting" anything digital. This is my point. In the world of the search bar (which keeps getting better and better) why group anything together at all"
X Link @TheStalwart 2025-10-22T00:11Z 422.4K followers, 65.1K engagements
"NEW ODD LOTS: It's the podcast debut for Olli Rehn @tracyalloway and I talk to the Governor of the Bank of Finland (and member of the ECB Governing Council) about European competitiveness growth and the challenges of further eurozone integration"
X Link @TheStalwart 2025-10-22T09:08Z 422.4K followers, 37.2K engagements
"Get inside and touch some glass"
X Link @TheStalwart 2025-10-22T10:41Z 422.4K followers, 34K engagements
"Been saying this"
X Link @TheStalwart 2025-10-22T15:03Z 422.4K followers, 149.5K engagements
"*TRUMP PARDONS CONVICTED BINANCE FOUNDER CHANGPENG ZHAO: WSJ"
X Link @TheStalwart 2025-10-23T15:10Z 422.4K followers, 1.1M engagements
"It's funny though. There were so many people that were certain SBF would be pardoned by Biden because he was a donor. Or just that his donations would insulate him in some way in the end. And it literally got him nothing"
X Link @TheStalwart 2025-10-23T20:31Z 422.4K followers, 214.2K engagements
""Amazon Nestle Molson Coors Target Applied Materials Charter Communications and GM have all announced layoffs in the last week.' - Dutta of @RenMacLLC"
X Link @TheStalwart 2025-10-24T15:18Z 422.4K followers, 64.2K engagements
"The good ol' 60/40 portfolio keeps making new highs. Not the most spectacular performance but you probably sleep fine"
X Link @TheStalwart 2025-10-24T19:40Z 422.4K followers, 56.2K engagements
"I'm cool with being post-Trad"
X Link @TheStalwart 2025-10-24T20:15Z 422.4K followers, 41.9K engagements
"@conorsen I think were going to make it so you can watch sports without being inundated by gambling content is a very different kind of hall monitoring than chastising individuals for not using the most up to date terminology when referring to a given minority group"
X Link @TheStalwart 2025-10-25T19:00Z 422.4K followers, 6091 engagements
""Zillow Group Inc. and other real estate stocks plunged after a Missouri jury found the National Association of Realtors and other industry players guilty of colluding to maintain high brokerage commissions.""
X Link @TheStalwart 2023-10-31T19:17Z 422.3K followers, 248.9K engagements
"Lots of interesting conversations to be had about where the US stands in tech innovation vs. China. My personal opinion is that if you've spent the last few years posting about memecoins or other such things you should sit this one out"
X Link @TheStalwart 2025-01-27T12:10Z 422.3K followers, 190.1K engagements
"Zohran's campaign has been almost entirely about material concerns rather than cultural ones (even if his opponents only want to attack him over Israel). To my mind this is entirely in keeping with the political (if not the policy) takeaways from Abundance"
X Link @TheStalwart 2025-06-20T15:26Z 422.3K followers, 108.5K engagements
"The co-founder of Tether gave a press conference in NYC today pleading for Eric Adams to get back into the race"
X Link @TheStalwart 2025-09-30T21:26Z 422.3K followers, 31.8K engagements
"@credenzaclear2 I was just thinking about this exact question. Its fine. I mean its not my thing but its really Long Halloween that I find repulsive"
X Link @TheStalwart 2025-10-19T21:04Z 422.3K followers, 31.9K engagements
""On a monthly basis the consumer price index rose by XXX% Statistics Canada data showed Tuesday. Economists were expecting a XXX% decline.""
X Link @TheStalwart 2025-10-21T13:10Z 422.3K followers, 14K engagements
"Follow @MikeFellman. I agree with everything he says on every topic"
X Link @TheStalwart 2025-10-21T15:27Z 422.3K followers, 13.1K engagements
"If Fiat Winter coming to an end"
X Link @TheStalwart 2025-10-21T15:35Z 422.3K followers, 19.6K engagements
"Gold has a negative interest rate in the form of vault fees. If we could get precise data on the frequency with which self-custodied Bitcoin is lost or stolen we could calculate Bitcoin's negative interest rate as well"
X Link @TheStalwart 2025-10-21T16:12Z 422.3K followers, 63.8K engagements
"Just met someone at the @cursor_ai Cafe and we were having a nice chat and I asked him his Twitter handle and when I pulled it up he had me blocked. All good though. Its a free country. Im sure I deserved it and we buried the hatchet"
X Link @TheStalwart 2025-10-21T19:14Z 422.3K followers, 64.2K engagements
"OTOH. I think most organizations are still built around and navigable with taxonomies. You search from the regional level or department level narrow down etc. How tenable is this Can organizations keep this structure as we interface with the world post-taxonomically"
X Link @TheStalwart 2025-10-21T19:31Z 422.3K followers, 23.8K engagements
"$BYND is up XXX% since Monday morning. I wonder what happened to the NPV of all of its future free cash flow during that time"
X Link @TheStalwart 2025-10-22T13:59Z 422.3K followers, 34.7K engagements
"@CassCityJ @ManExplainer I'm a neutral journalist on matters of public policy"
X Link @TheStalwart 2025-10-23T15:11Z 422.3K followers, 2391 engagements
"@SpikeEskin Sure. It's all about the costs of reigning in a given activity. I'm not saying that everything bad should be banned. I'm not saying anything at all. But we went from one regime to another regime and so I'm asking what evidence there is that that made things better off"
X Link @TheStalwart 2025-10-23T15:33Z 422.3K followers, 14.5K engagements
"@bennpeifert well to some extent we still do right Like you still can't legally gamble if you're a child"
X Link @TheStalwart 2025-10-23T16:27Z 422.3K followers, 11.8K engagements
"@zippkode @ManExplainer I'm not disagreeing. But if something causes problems "on net" why should the default be to legalize it"
X Link @TheStalwart 2025-10-23T19:11Z 422.3K followers, 2257 engagements
"@robustus You can just say that people were wrong"
X Link @TheStalwart 2025-10-23T20:50Z 422.3K followers, 4338 engagements
"The thing they don't tell you about gold is that if you spend $30000 on a gold necklace then in exchange they give you a gold necklace worth $30000"
X Link @TheStalwart 2025-10-21T15:57Z 422.4K followers, 116.8K engagements
"The VdD split off from the PvdD over a disagreement on defense spending"
X Link @TheStalwart 2025-10-22T15:43Z 422.4K followers, 12.7K engagements
"This is interesting. And also seems to be a phenomenon outside academia as well. Like how everyone in tech is building at some intersection"
X Link @TheStalwart 2025-10-23T16:50Z 422.4K followers, 35.5K engagements
"10-year yield drops back below 4%"
X Link @TheStalwart 2025-10-24T12:31Z 422.4K followers, 12.3K engagements
"Got a good nights sleep. Played a one-wall handball match against my cousin. Coaching my sons soccer. Drinking from a carafe of Dunkin coffee. Its a beautiful day. And someones blasting XXX Miles by The Proclaimers on the boombox. Whats to complain about"
X Link @TheStalwart 2025-10-26T15:48Z 422.4K followers, 38.8K engagements
"We also talked about the possibility of major VC firms going public the eventual extinction of the many smaller firms using AI to record your entire life and the burgeoning movement to talk about AI model welfare. We really covered a ton of ground"
X Link @TheStalwart 2025-09-08T11:20Z 422.3K followers, 28.8K engagements
"@Fankoosh What are the big DC DSA bars"
X Link @TheStalwart 2025-10-17T01:46Z 422.3K followers, 8968 engagements
"@Uaitniu I love London and HK. And Im sure Id like Shanghai"
X Link @TheStalwart 2025-10-17T21:44Z 422.3K followers, 9688 engagements
"Why doesnt Stripe have a record label"
X Link @TheStalwart 2025-10-18T00:34Z 422.3K followers, 50.4K engagements
"@Chris_arnade @Andrey4Mir I guess it's hard to argue with this one way or another given the caveats and nuances which you don't elucidate. I don't really know your argument and it can't be tested"
X Link @TheStalwart 2025-10-18T15:23Z 422.3K followers, 3464 engagements
"@amidnightstroll I think you really have to live in a bubble to think that the NYT still retains a monopoly on truth"
X Link @TheStalwart 2025-10-18T15:33Z 422.3K followers, 1556 engagements
"@jbarro Why should it be two weekends It should be one evening for children"
X Link @TheStalwart 2025-10-19T14:36Z 422.3K followers, 18K engagements
"@moonbeamer6 What distinguishes a child from an adult is the ability to be serious. So its a big deal when a growing number of adults are seemingly incapable of that"
X Link @TheStalwart 2025-10-19T14:42Z 422.3K followers, 1553 engagements
"@jweber1221 Ah yes we can only talk about one thing at a time. Sorry I forgot about that"
X Link @TheStalwart 2025-10-19T15:06Z 422.3K followers, 3239 engagements
"@ccacy Because theyre actively contributing to the collapse of order and stability which rests on adults acting like adults. Its not harmless"
X Link @TheStalwart 2025-10-19T15:30Z 422.3K followers, 1952 engagements
"@thetrizzles Perpetual college Maybe. Perpetual childhood I disagree"
X Link @TheStalwart 2025-10-19T16:37Z 422.3K followers, 4935 engagements
"@danielcincu what would have happened if they had reacted sooner Spell it out. What is the alternative version of media that you could imagine"
X Link @TheStalwart 2025-10-19T17:16Z 422.3K followers, 2690 engagements
"@Wiznutz no I disagree. If they weren't out dressing up in the park as cows they would be building handcrafted furniture"
X Link @TheStalwart 2025-10-19T17:34Z 422.3K followers, 4736 engagements
"@CatsVaxnNatSec sorry not a whimsy guy"
X Link @TheStalwart 2025-10-19T23:25Z 422.3K followers, 7425 engagements
"You know there's something kind of pleasant about this LLM-generated text. It's like refreshingly boring is the best way I can describe it"
X Link @TheStalwart 2025-10-20T17:49Z 422.3K followers, 21.2K engagements
"@conorsen Its fine Its the time and place"
X Link @TheStalwart 2025-10-21T11:40Z 422.3K followers, 5195 engagements
"@kgilnack I do hate fun"
X Link @TheStalwart 2025-10-21T14:39Z 422.3K followers, XXX engagements
"@milansingh03 Yes it is. It's very deep"
X Link @TheStalwart 2025-10-21T16:36Z 422.3K followers, 1594 engagements
"@NatPurser Childish behavior"
X Link @TheStalwart 2025-10-21T19:52Z 422.3K followers, 4746 engagements
"@cherry_nft @ManExplainer @zippkode What do you mean"
X Link @TheStalwart 2025-10-23T20:04Z 422.3K followers, 1639 engagements
"NEW ODD LOTS: @wolfejosh on the fraying Silicon Valley social contract. @tracyalloway and I talk to the Lux Capital founder about booming AI valuations talent acqui-hires his contrarian stance on $NVDA and $GOOGL founder alignment/liquidity + more"
X Link @TheStalwart 2025-09-08T11:16Z 422.4K followers, 158.6K engagements
"Oracle is sliding after this piece from The Information on how thin its profit margins are in its cloud business"
X Link @TheStalwart 2025-10-07T15:14Z 422.4K followers, 132.7K engagements
"THE PROBLEM WITH THE 'DEBASEMENT TRADE' In today's newsletter I wrote about why I'm not crazy about the "debasement trade" as a good way of characterizing the market this year"
X Link @TheStalwart 2025-10-14T14:41Z 422.4K followers, 392.3K engagements
"Certain critics of the legacy media should wrestle with this extremely obvious fact that society was more culturally conservative when a handful of liberal news outlets (print and broadcast) exerted greater control on the flow of information"
X Link @TheStalwart 2025-10-18T14:42Z 422.4K followers, 308K engagements
"This is why trad influencers/media are entirely fraudulent. I cant think of anything less traditional than turning the most private thing (your interaction with family your children) into content for internet voyeurs"
X Link @TheStalwart 2025-10-18T18:26Z 422.4K followers, 139.7K engagements
"Because theres a time and place for it. Once you accept the premise that anythings cool and fine in the name of fun where does it end People dressing up as Batman at a funeral or office Why not Its just people having fun"
X Link @TheStalwart 2025-10-19T14:33Z 422.4K followers, 596.4K engagements
"Torsten Slok is out with charts arguing that the credit cycle is actually improving"
X Link @TheStalwart 2025-10-19T20:18Z 422.4K followers, 178.3K engagements
"Little hypothetical question. What would you do if you had a friend who showed up in a New York Or Nowhere hat"
X Link @TheStalwart 2025-10-19T21:35Z 422.4K followers, 66.4K engagements
"I dont think it should be illegal to dress up for Halloween as an adult"
X Link @TheStalwart 2025-10-20T02:42Z 422.4K followers, 51.5K engagements
"Good morning to adults celebrating Halloween in mid October. I dont hate you. I hate the system that failed you"
X Link @TheStalwart 2025-10-21T13:00Z 422.4K followers, 77.3K engagements
"A Chinese vacuum cleaner company is building a car that aims to rival Bugatti:"
X Link @TheStalwart 2025-10-22T14:13Z 422.4K followers, 69.8K engagements
"Reading up on the upcoming Dutch general election. There's two separate Animal Rights parties (PvdD and VvD) contesting seats"
X Link @TheStalwart 2025-10-22T15:40Z 422.4K followers, 25.8K engagements
"Have any political campaigns bought their top staffers @Kalshi or @Polymarket futures contracts on the candidate so that they're incentivized to win a la stock options"
X Link @TheStalwart 2025-10-23T12:38Z 422.4K followers, 80.3K engagements
"China is making yet another big 5-year push to become even more self-reliant in technology"
X Link @TheStalwart 2025-10-23T13:18Z 422.4K followers, 45.7K engagements
"What's the best argument that the liberalization of sports betting laws has made the country better off"
X Link @TheStalwart 2025-10-23T14:45Z 422.4K followers, 1.6M engagements
"@ManExplainer so is the idea that it's ok to have a worse-off society in the name of total individual liberties"
X Link @TheStalwart 2025-10-23T15:04Z 422.4K followers, 25.1K engagements
"I'm just asking questions"
X Link @TheStalwart 2025-10-23T15:24Z 422.4K followers, 23K engagements
"Autoparts companies getting slammed $ORLY - XXX% $AVO - 5%"
X Link @TheStalwart 2025-10-23T16:00Z 422.4K followers, 14.6K engagements
"*US MORTGAGE RATES DROP TO XXXX% FOR 30-YEAR LOANS lowest level in over a year"
X Link @TheStalwart 2025-10-23T16:01Z 422.4K followers, 43.9K engagements
"Some interesting charts from Schroders. Relative to wages and GDP existing home sales activity in the US is right around the historical average"
X Link @TheStalwart 2025-10-23T16:04Z 422.4K followers, 61.5K engagements
"You can see the day I was talking about Adult Halloween. It's ok though. I am compelled by journalistic integrity to observe what I observe"
X Link @TheStalwart 2025-10-23T20:33Z 422.4K followers, 27.6K engagements
""JPMorgan Chase & Co. plans to allow institutional clients to use their holdings of Bitcoin and Ether as collateral for loans by the end of the year in a significant deepening of Wall Streets crypto integration.""
X Link @TheStalwart 2025-10-24T14:08Z 422.4K followers, 38.1K engagements
"Im curious if Xi feels the same way about the short form video apps that exist in China and if not why not"
X Link @TheStalwart 2025-10-24T15:46Z 422.4K followers, 87.4K engagements
"First time ever seeing an analyst note detailing how Trump would attempt to secure a third term. (George Pollack Signum Global)"
X Link @TheStalwart 2025-10-24T21:07Z 422.4K followers, 730.8K engagements
"Uploading a 'mate in 2' chess puzzle to chatGPT is a good way to disabuse yourself of the idea that its anywhere close to human level intelligence"
X Link @TheStalwart 2025-10-25T00:23Z 422.4K followers, 158.5K engagements
"here it gets the right move for white but then suggests that black does an illegal move. And interestingly after it suggests the king go to h8 it says the queen should move to h8 which is you know nonsense"
X Link @TheStalwart 2025-10-25T00:24Z 422.4K followers, 23.4K engagements
"You should read through the replies to get a sense of just how diffuse assessments can be on things and just how certain many people are of their specific view"
X Link @TheStalwart 2025-10-25T00:43Z 422.4K followers, 89.7K engagements
"Cause if I had done this on stockfish it wouldnt be a good test of ChatGPT"
X Link @TheStalwart 2025-10-25T00:52Z 422.4K followers, 48.5K engagements
"Il retried this on thinking mode. Just completely doggerel"
X Link @TheStalwart 2025-10-25T15:14Z 422.4K followers, 70.4K engagements
"@conorsen Dems have a hall monitor reputation because theyre perceived as policing how individuals talk and behave. To me thats different than protecting the public from predations like unfettered gambling and drugs"
X Link @TheStalwart 2025-10-25T18:48Z 422.4K followers, 4269 engagements
"Big win for Milei's party in the weekend elections"
X Link @TheStalwart 2025-10-27T09:40Z 422.4K followers, 31.1K engagements
"WOW. Howmet Aerospace has declared force majeure in the wake of Trump's tariffs This is a Pittsburgh-based company that sells some of the most important parts to basically every major commercial and military aviation company"
X Link @TheStalwart 2025-04-05T13:27Z 422.4K followers, 1.2M engagements
"*WHITE HOUSE SAYS DOCTORS MAY BE EXEMPT FROM H1-B VISA FEES"
X Link @TheStalwart 2025-09-22T14:50Z 422.4K followers, 742.6K engagements
"Orange public lamps really are so much better"
X Link @TheStalwart 2025-10-17T01:40Z 422.3K followers, 30K engagements
"I hate cities discourse in the site. But Im back in NYC for the first time in a week and Im reminded that its the greatest city in the world and tbh its not a particularly close call"
X Link @TheStalwart 2025-10-17T21:28Z 422.4K followers, 371.7K engagements
"@Pissedoffpesca it has never been easier to stamp out dissent Genuinely do not know how anyone can believe this"
X Link @TheStalwart 2025-10-18T16:15Z 422.4K followers, 2216 engagements
"@s86CoffeeDev Yo @ByungChulHarden do you have that photo from last night"
X Link @TheStalwart 2025-10-18T18:07Z 422.4K followers, 7593 engagements
"@joelgombiner This book lays it all out. Written in 1982. Specifically predicted the emergence of kidults"
X Link @TheStalwart 2025-10-19T16:00Z 422.4K followers, 1869 engagements
"If Disney had purchased Google then (perhaps) shareholders of the Disney corporation would have done much better. But that new entity would still just be Google by a different name and would have zero bearing on the more fundamental question of legacy media's lost influence"
X Link @TheStalwart 2025-10-19T17:41Z 422.4K followers, 59.3K engagements
"This actually did happen with Naspers having bought half of Tencent in 2001. Amazing purchase. Didn't fundamentally change anything though WRT to the legacy business"
X Link @TheStalwart 2025-10-19T17:44Z 422.4K followers, 16.9K engagements
"FYI. Were playing another concert for the fine folks at @JJayEcon. Were going on around X. Swing by if youre in Brooklyn"
X Link @TheStalwart 2025-10-19T22:38Z 422.4K followers, 35.4K engagements
"@CharlieSokaitis Me unironically"
X Link @TheStalwart 2025-10-20T01:01Z 422.3K followers, 3993 engagements
"NEW ODD LOTS: Its Raghuram Rajan @tracyalloway and I talk to the former Governor of the Reserve Bank of India about the surging price of gold and the brewing risks to financials stability"
X Link @TheStalwart 2025-10-20T10:57Z 422.4K followers, 58.2K engagements
"God. Imagine an alien civilization seeing this. What would they think about what we've become Their first thought would probably be something along the lines of: "I bet this is a country where so-called adults dress up for Halloween starting in mid-October.""
X Link @TheStalwart 2025-10-20T16:17Z 422.4K followers, 51.4K engagements
"THREAD: So one of the things I vibecoded using @cursor_ai is an app that helps me organize the files on my desktop. One click (basically) and all of the various PDFs screenshots etc on my desktop get whisked into folders for each kind of file. Its kinda nice"
X Link @TheStalwart 2025-10-21T19:23Z 422.4K followers, 84.2K engagements
"I was talking a software developer today. And I asked: Does @cursor_ai enhance your productivity And he said yes. But then I asked are you certain about your answer And he said no. (Incidentally a second person I talked to was unambiguous about it)"
X Link @TheStalwart 2025-10-21T22:14Z 422.4K followers, 52.3K engagements
"One reason that US stocks have done so well is that American companies are really good at making a ton of money. "The proportion of US companies beating earnings expectations this quarter is the highest in more than four year.""
X Link @TheStalwart 2025-10-22T14:02Z 422.4K followers, 68.2K engagements
"Sounds familiar"
X Link @TheStalwart 2025-10-23T13:27Z 422.4K followers, 23.3K engagements
"And what's the best argument that the liberalization of marijuana laws has made the country better off"
X Link @TheStalwart 2025-10-23T14:45Z 422.4K followers, 49.8K engagements
"Been re-reading No Sense of Place. I wonder if this helps explain why LLMs are so bad at chess problems"
X Link @TheStalwart 2025-10-25T15:17Z 422.4K followers, 25.3K engagements
"@believensaft I hope you said that the collapse of information hierarchies has collapsed the distinction between adults and children and collapsed the distinction between October XX and every other day of the year"
X Link @TheStalwart 2025-10-25T23:54Z 422.4K followers, 60.2K engagements
"Its not Halloween btw"
X Link @TheStalwart 2025-10-26T01:26Z 422.4K followers, 135K engagements
"NEW ODD LOTS: Why it keeps getting more expensive to build homes in America @tracyalloway and I talk to @_brianpotter author of the new book The Origins of Efficiency about why construction productivity is so poor and modular housing never takes off"
X Link @TheStalwart 2025-10-27T09:29Z 422.4K followers, 115.5K engagements
"Gold sub-$4000"
X Link @TheStalwart 2025-10-27T14:17Z 422.4K followers, 19.4K engagements
"$AZO has a very high nominal share price"
X Link @TheStalwart 2025-10-23T16:00Z 422.4K followers, 12.8K engagements
"Futures are rallying"
X Link @TheStalwart 2025-10-27T09:38Z 422.4K followers, 17.9K engagements
""Binance co-founder Changpeng Zhao assisted Donald Trumps family with the launch of its stablecoin one that could yield tens of millions of dollars annually. On Thursday Zhao received a pardon from the Republican president.""
X Link @TheStalwart 2025-10-23T23:13Z 422.4K followers, 33.1K engagements
"@JJSMQKE well there's a significant trade going on on Wall Street desks for tariff refunds"
X Link @TheStalwart 2025-10-27T16:35Z 422.4K followers, XXX engagements
"Blackstone is now down XX% from its November highs and is right back at its post-Liberation Day lows. Remember this is probably the best run manager of private assets in the world so just consider how your run of the mill PE or VC shop is looking right now"
X Link @TheStalwart 2025-04-21T19:17Z 422.3K followers, 1.1M engagements
"Can God create a central bank so independent that even he can not interfere with it"
X Link @TheStalwart 2025-08-25T17:41Z 422.3K followers, 237.2K engagements
"NEW ODD LOTS: The Cardboardboxpocalypse @tracyalloway and I talked to Ryan Fox the containers and packaging analyst for Bloomberg Intellligece about the decline in US cardboard box volumes and what that indicator says about the economy"
X Link @TheStalwart 2025-09-15T09:33Z 422.3K followers, 331.9K engagements
"The Argentine peso is the worst performing major currency this year"
X Link @TheStalwart 2025-09-19T13:00Z 422.3K followers, 104.3K engagements
"The Argentine peso is the best performing currency today after Bessent's posts"
X Link @TheStalwart 2025-09-22T13:51Z 422.3K followers, 116.5K engagements
"Argentine peso the worst performing major currency today"
X Link @TheStalwart 2025-09-30T16:47Z 422.3K followers, 86.2K engagements
"Argentine peso getting hammered again today. Getting close to its recent lows"
X Link @TheStalwart 2025-10-01T13:37Z 422.3K followers, 51.7K engagements
"The President of Zambia said the cuts to USAID are a good thing"
X Link @TheStalwart 2025-10-14T15:03Z 422.3K followers, 70.3K engagements
"MTG is really libbing out huh"
X Link @TheStalwart 2025-10-15T13:21Z 422.3K followers, 73K engagements
"Im always surprised when people publicly wear crypto merch"
X Link @TheStalwart 2025-10-15T14:45Z 422.3K followers, 91K engagements
"Huh. I guess that's one interpretation. Another possibility is that the net-present value of all of gold's future free cash flows has been on the rise. I could see it from both sides tbh"
X Link @TheStalwart 2025-10-15T17:41Z 422.3K followers, 114.3K engagements
"The 10-year yield is at its lowest since 10/3/2024. All the people talking about losing control of the long end steepeners etc BTFO"
X Link @TheStalwart 2025-10-21T15:03Z 422.3K followers, 33.2K engagements
"Gold down XXX% from its recent peak"
X Link @TheStalwart 2025-10-22T09:44Z 422.3K followers, 27.3K engagements
"Interesting chart form Michael Purves of Tallbacken Capital. While gold has been going up solidly for years it was only earlier this year that ETF accumulation really started to gather stream"
X Link @TheStalwart 2025-10-22T20:21Z 422.3K followers, 18.4K engagements
"@Andrey4Mir Can you explain that further I don't quite get it. What were the grand narratives that declined"
X Link @TheStalwart 2025-10-23T18:54Z 422.3K followers, XXX engagements
"@IrvingSwisher Do you think the actual liberalization that has occurred (in say sports betting) has/has not furthered social approval"
X Link @TheStalwart 2025-10-23T19:20Z 422.3K followers, 1675 engagements
"@IrvingSwisher @NateWitkin One difference between crypto and sports betting is that the latter is unavoidable if you still want to consume sports. Crypto doesnt disrupt normal activity in the same way"
X Link @TheStalwart 2025-10-23T20:09Z 422.3K followers, 5183 engagements