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@bravosresearch Avatar @bravosresearch Bravos Research

Bravos Research is taking an aggressive approach to investing, making large bets with high portfolio concentration. They recently took a position in Alphabet ($GOOGL) and plan to increase it, citing the stock's XX% earnings growth since July 2024. Meanwhile, they are warning about rising housing and credit card debt, and a potentially overvalued market.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence finance XXXXX% stocks XXXX% technology brands XXX% cryptocurrencies XXXX%

Social topic influence inflation #251, yield curve #7, ai 4.05%, stocks #1448, liquidity #561, longterm 2.7%, tariffs #1556, mortgage rate #99, to the 2.7%, economic downturn #71

Top accounts mentioned or mentioned by @viktorobert @dflentjar @jeremye14577746 @ed_reese @monetarycomm @oskarschobes @deeschay @emolumntz @dougn55

Top assets mentioned Alphabet Inc Class A (GOOGL) Microsoft Corp. (MSFT) Bitcoin (BTC)

Top Social Posts

Top posts by engagements in the last XX hours

"7/ When the Fed lowers short-term rates below long-term rates policy becomes stimulative and lending is encouraged. When the Fed raises short-term rates above long-term rates policy becomes restrictive the yield curve inverts slowing lending and weighing on the economy. The Fed shifts between stimulative and restrictive policy depending on economic conditions"
X Link 2025-12-02T14:28Z 297.3K followers, 4693 engagements

"8/ Now that were on the same page heres why the yield curve is still highly relevant. This chart shows the U.S. unemployment rate since the 1980s alongside the yield curve. Historically theyve moved closely together"
X Link 2025-12-02T14:28Z 297.3K followers, 4320 engagements

"10/ When the job market tightens and unemployment is low the Fed shifts toward restrictive policy by raising interest rates. That slows lending cools the economy and often leads to recession. The yield curve reflects this cycle and the relationship remains very much intact today"
X Link 2025-12-02T14:28Z 297.3K followers, 3774 engagements

"11/ In 2022 and 2023 the Fed tightened policy because the job market was extremely tight. This inverted the yield curve and weakened the economy which has caused the unemployment rate to rise in 2024 and 2025. In response the Fed began cutting rates which pushed the yield curve into a steepening phase"
X Link 2025-12-02T14:28Z 297.3K followers, 3853 engagements

"15/ Initial jobless claims rise when layoffs occur since people file for benefits. The unemployment rate by contrast measures the share of the labor force actively seeking work. They may sound similar but they are not. Unemployment can theoretically rise even without layoffs occurring"
X Link 2025-12-02T14:28Z 297.3K followers, 3129 engagements

"16/ For example if companies freeze hiring for an extended period existing unemployed workers remain unemployed while new entrants fail to find jobs. This mechanically lifts the unemployment rate without layoffs. Thats exactly what we believe is happening now. Hiring has been frozen for months but widespread layoffs havent begun"
X Link 2025-12-02T14:28Z 297.3K followers, 3190 engagements

"6/ Back in 1971 a similar pattern appeared: Inflation initially cooled stopped at around X% surged into one of the highest inflation waves on record"
X Link 2025-12-05T13:12Z 297.3K followers, 1269 engagements

"8/ By the way dont miss the XX% DISCOUNT on our trading membership for Cyber Monday. This gives you access to every trade we make including our exact entry and exit alerts and our entire strategy. View our track record for FREE at:"
X Link 2025-12-05T13:12Z 297.3K followers, 1171 engagements

"9/ Gold the most widely recognized hedge against inflation has more than 2X in the last X years. And this is exactly what gold did in 1971. When you put inflation rate on top you see that gold moved sharply higher just before inflation rose from X% to 15%. Many investors consider todays surge in gold as a signal that inflation could potentially rise again"
X Link 2025-12-05T13:12Z 297.3K followers, 1206 engagements

"10/ Indeed the most recent inflation report shows that the price of bananas are up X% over the past year beef and veal are up XXXX% and coffee is up by 18.9%. Now Tariffs have likely played a significant role in these massive price increases. But with so many everyday items rising by double digits many are wondering how the official US inflation rate can still sit at just 3%"
X Link 2025-12-05T13:12Z 297.3K followers, 1226 engagements

"11/ The answer becomes clear when breaking the CPI into its different components. Goods inflation has risen partly due to tariffs. But goods are a relatively small share of the CPI and rarely drive the overall inflation rate"
X Link 2025-12-05T13:12Z 297.3K followers, 1123 engagements

"The yield curve has now been steepening from an inversion This has historically been a very reliable recessionary signal Its pointing to a MAJOR economic turning point in just X months A thread 🧵"
X Link 2025-12-02T14:28Z 297.3K followers, 136.7K engagements

"14/ This is the average mortgage rate in the US that has been shifted forward by a XXX years. Interest rates have by far the biggest influence on the price of homes. When mortgage rates rise home prices tend to fall about XXX years later. When rates fall home prices rise after XXX years as more people are able to purchase homes"
X Link 2025-12-05T13:12Z 297.3K followers, 1223 engagements

"11/ There is a reason for why the stock market keeps rising despite poor sentiment. This chart shows expected earnings growth for S&P XXX companies over the next X years. It essentially reflects how much growth Wall Street analysts expect over the course of next X years. Right now they expect XX% annual growth nearly 2x the long-term average of about 10%"
X Link 2025-12-11T15:46Z 297.3K followers, 3147 engagements

"15/ When we add the PE ratio we see that higher earnings expectations also make the market more expensive. And more vulnerable if those expectations begin to turn around. This pattern has played out recently as the markets forward PE ratio has climbed to levels last seen during the dot-com bubble"
X Link 2025-12-11T15:46Z 297.3K followers, 2384 engagements

"Michael Burry just revealed X MASSIVE short positions tied directly to the AI Bubble The last time we saw something similar was right before the 2008 Financial Crisis This wont end well A thread 🧵"
X Link 2025-11-24T17:05Z 297.3K followers, 316K engagements

"3/ This same pattern showed up in 2020 and was followed by a recession within a year. It also happened in 2007 2001 1989 and even in 1929. Yet here we are in 2025 a year after the steepening with: - No NBER-declared recession. - Stocks near all-time highs. - Real GDP growth at 23%"
X Link 2025-12-02T14:28Z 297.3K followers, 6849 engagements

"Commodity prices are up by XXX% since 2020 But personal income has risen by only XX% This Cost of Living gap is unsustainable A thread 🧵"
X Link 2025-12-05T13:12Z 297.3K followers, 69.5K engagements

"13/ This becomes clearer when we look at the inflation-adjusted home prices which have been trending lower for the last X years. Home prices are still well above pre-pandemic levels but the downward trend is whats easing inflation. And for inflation to reaccelerate home prices would need to start rising again which doesnt appear likely right now"
X Link 2025-12-05T13:12Z 297.3K followers, 1104 engagements

"15/ When you invert mortgage rates the relationship becomes almost a mirror image. Todays rates point to continued softness in home prices until at least early 2027. This implies that shelter inflation is unlikely to pick up until mortgage rates decline which hasnt happened yet. But the category that drives significant changes in inflation isnt shelter its energy"
X Link 2025-12-05T13:12Z 297.3K followers, 1188 engagements

"16/ Energy is a lot more volatile component of the CPI. Because it depends greatly on the price of oil which has large up and down moves. Thats why the energy component of the CPI can quickly move from -ve to +ve. And unlike core services which move slowly energy impacts everything. If gasoline prices surge transportation manufacturing costs and service prices jumps as a result"
X Link 2025-12-05T13:12Z 297.3K followers, 7479 engagements

"4/ Today we have X potential scenarios in the present day. Scenario A - Institutions are holding record cash and are waiting for a market crash just like 2001 2009 and 2020. Scenario B - All of this cash is just about to get redeployed leading to a huge liquidity wave unlike anything since the 1920s"
X Link 2025-12-09T12:56Z 297.3K followers, 7431 engagements

"5/ The US job market has slowed with the recent data showing almost X job growth. The unemployment rate has also increased by X% over the last X year. This is the same pattern we saw during the early stages of the 2001 and 2008 recessions"
X Link 2025-12-09T12:56Z 297.3K followers, 7006 engagements

"9/ When this happens it drains liquidity from the broader economy. As the money that could have been allocated towards expansion R&D or construction ends up in cash because of the high returns. This raises the odds of an economic downturn"
X Link 2025-12-09T12:56Z 297.3K followers, 4724 engagements

"12/ Today we've been following the exact same playbook: Cash yields were pushed above inflation in 20222023 Leading to the record cash accumulation Slowing the economic momentum. So far all of this sounds similar to scenario A"
X Link 2025-12-09T12:56Z 297.3K followers, 3790 engagements

"13/ It seems like we should be on the brink of seeing an economic downturn occur. But if we zoom in a little bit closer we see that the situation is starting to shift. The returns on cash have been falling for a year as the Fed is cutting rates making cash less attractive"
X Link 2025-12-09T12:56Z 297.3K followers, 3590 engagements

"14/ Meanwhile inflation has stayed stuck at around X% level. So the once-wide gap between cash yields and inflation is narrowing quickly. Not only that but the Fed is expected to cut rates further toward X% by mid-2026. That could erase the cash yields and inflation gap entirely"
X Link 2025-12-09T12:56Z 297.3K followers, 3504 engagements

"15/ So cash is quickly going from generating a +ve return on investment to now generating practically X% returns. And this could actually turn cash into potential fuel for the rest of the economy"
X Link 2025-12-09T12:56Z 297.3K followers, 3249 engagements

"16/ The question is: should we expect these growth expectations to begin rolling over When we look at a XX year chart of the S&P XXX index we can point to just a handful of bear markets that have occurred throughout recent financial history. And our research points to one factor that consistently shows up every time is inflation"
X Link 2025-12-11T15:46Z 297.3K followers, 2317 engagements

"ALERT: Berkshire Hathaways cash position is now almost XX% of their total assets This is a MAJOR warning signal A thread 🧵"
X Link 2025-11-26T16:59Z 297.3K followers, 279.7K engagements

"3/ These dates mark X of the biggest economic downturns of the last XX years. Coinciding with the X largest stock market crashes of the last XX years. Once these economic and market crashes ended the sidelined cash got reinvested back in the markets. Leading to long periods of economic stability and strong financial markets"
X Link 2025-12-09T12:56Z 297.3K followers, 7954 engagements

"8/ Institutions dont hold record amounts of cash because they have some kind of inside information. They make their decision to hold cash based on how attractive cash returns are relative to other assets. When cash is attractive corporations people institutions hoard more cash to get high fixed returns"
X Link 2025-12-09T12:56Z 297.3K followers, 4942 engagements

"Every bull market in the past XX years has been ended by X key Macro factor This should NOT be overlooked A thread 🧵"
X Link 2025-12-11T15:45Z 297.3K followers, 76.4K engagements

"12/ These are expectations based on real earnings growth that S&P XXX companies are posting. Most notably the handful of large tech companies have boosted their revenues such as: - Google and Meta from ad monetization - Amazon from cloud services - Microsoft from AI software - Nvidia from rising semiconductor demand All of these do not show the real state of the American consumer"
X Link 2025-12-11T15:46Z 297.3K followers, 2795 engagements

"2/This chart compares the euphoria of the 2025 AI boom with the Bitcoin frenzy of 2017 and the housing bubble of 2005 using Google search trends What stands out are the dates: August 2005 = housing market downturn December 2017 = Bitcoin beginning an XX% drawdown"
X Link 2025-11-24T17:05Z 297.3K followers, 25K engagements

"2/ The yield curve has officially begun a countdown that will bring the economy to a major turning point in 3-months. You see exactly X year ago the yield curve did what we call a steepening. It came out of one of the longest inversions on record crossing back above the 0-line"
X Link 2025-12-02T14:28Z 297.3K followers, 7340 engagements

"18/ Inflation is by far the most impactful variable on interest rates. That is through its impact on the central bank's policies. And by making debt investors seek higher interest rates when inflation levels are higher. So High inflation Tighten monetary conditions Reduces liquidity Selling pressure on stocks"
X Link 2025-12-11T15:46Z 297.3K followers, 2158 engagements

"19/ For X years we have been of the opinion that this bull market is unlikely to end unless inflation turns back up. We've also been of the opinion that inflation would continue to trend lower allowing stocks to continue moving higher. So while todays market may look disconnected from economic reality the typical catalyst that ends such periods has not appeared yet"
X Link 2025-12-11T15:46Z 297.3K followers, 2479 engagements