# ![@8020perspective Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1035042817893064704.png) @8020perspective 80/20

80/20 posts on X about inflation, if you, $hhh, elon musk the most. They currently have [-------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1035042817893064704/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1035042817893064704/c:line/m:interactions.svg)

- [--] Week [---] -76%
- [--] Month [-----] +1,664%
- [--] Months [-----] -22%
- [--] Year [------] +316%

### Mentions: [--] [#](/creator/twitter::1035042817893064704/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1035042817893064704/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::1035042817893064704/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1035042817893064704/c:line/m:followers.svg)

- [--] Week [---] +0.65%
- [--] Month [---] +2.70%
- [--] Months [---] +5.40%
- [--] Year [---] +30%

### CreatorRank: undefined [#](/creator/twitter::1035042817893064704/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1035042817893064704/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [currencies](/list/currencies)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [luxury brands](/list/luxury-brands)  [automotive brands](/list/automotive-brands)  [fashion brands](/list/fashion-brands)  [countries](/list/countries) 

**Social topic influence**
[inflation](/topic/inflation), [if you](/topic/if-you), [$hhh](/topic/$hhh), [elon musk](/topic/elon-musk), [debt](/topic/debt), [$strf](/topic/$strf), [$mstr](/topic/$mstr), [market](/topic/market), [rates](/topic/rates), [pay](/topic/pay)

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@elmwealth](/creator/undefined) [@syouth1](/creator/undefined) [@choffstein](/creator/undefined) [@dampedspring](/creator/undefined) [@billackman](/creator/undefined) [@elonmusk](/creator/undefined) [@hussmanjp](/creator/undefined) [@orrdavid](/creator/undefined) [@marginofdanger](/creator/undefined) [@mrneutralman](/creator/undefined) [@erictopol](/creator/undefined) [@shitfund](/creator/undefined) [@hayekandkeynes](/creator/undefined) [@thepupil11](/creator/undefined) [@peterattiamd](/creator/undefined) [@realassetsvalue](/creator/undefined) [@privateeyecap](/creator/undefined) [@raydalio](/creator/undefined) [@sidecarcap](/creator/undefined)

**Top assets mentioned**
[Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Strategy Incorporated (STRF)](/topic/$strf) [Strategy (MSTR)](/topic/$mstr) [Bitcoin (BTC)](/topic/bitcoin) [Berkshire Hathaway Inc. (BRK.A)](/topic/$brka) [FrontView REIT, Inc. (FVR)](/topic/$fvr) [The Howard Hughes Corporation (HHC)](/topic/$hhc) [American Express Company (AXP)](/topic/$axp) [inSure (SURE)](/topic/insure) [BlackRock Inc (BLK)](/topic/blackrock) [Ferrari N.V. (RACE)](/topic/ferrari) [Morningstar, Inc. (MORN)](/topic/$morn) [Novartis AG (NVS)](/topic/novartis) [Clipper Realty Inc. Common Stock (CLPR)](/topic/$clpr) [Alpha Technology Group Limited (ATGL)](/topic/alpha) [Markel, Corp. (MKL)](/topic/$mkl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@syouth1 Does gross of fees alpha look better"  
[X Link](https://x.com/8020perspective/status/1338152084122693633)  2020-12-13T16:01Z [---] followers, [--] engagements


"@ShitFund The people who are better than me either 1) charge too much (feesalpha) and/or 2) are so big they cant invest in layup micro caps/issues. But I do invest with others in areas I cant easily invest (like private small asset based loans yielding 10%+.)"  
[X Link](https://x.com/8020perspective/status/1361151540950487043)  2021-02-15T03:13Z [---] followers, [--] engagements


"@DavidSchawel @SirBaby6 Show me a list of community banks that repurchased more than 5% of shares in 2020"  
[X Link](https://x.com/8020perspective/status/1462833401166135297)  2021-11-22T17:20Z [---] followers, [--] engagements


"@TheATGCSeeker @sidecarcap $sequx dis for a long time"  
[X Link](https://x.com/8020perspective/status/1520543953396764674)  2022-04-30T23:21Z [---] followers, [--] engagements


"@always_invest Im not following. Latest 13F shows [--------] for $HHC vs [--------] + recent form [--] showing 16184421"  
[X Link](https://x.com/8020perspective/status/1658585908306919424)  2023-05-16T21:31Z [---] followers, [---] engagements


"Explain the math on this. $axp Their funding costs are clearly more than this. Are they just betting 10%+ of folks dont pay off their balance in [--] months"  
[X Link](https://x.com/8020perspective/status/1665893747182436357)  2023-06-06T01:29Z [---] followers, [--] engagements


"@DeFiSurfer808 @hussmanjp There has to be a risk premium over bonds given where stocks stand in capital structure. We can argue what that amount is"  
[X Link](https://x.com/8020perspective/status/1680026631547789313)  2023-07-15T01:28Z [--] followers, [---] engagements


"What Weve Learned About Inflation by @JohnHCochrane"  
[X Link](https://x.com/8020perspective/status/1686567954199289856)  2023-08-02T02:42Z [--] followers, [--] engagements


"@DadInvest @danielcrosby Thats [--]. Ill try: [--]. LTV / discount to estimated intrinsic value (ultimate measure of health); forward looking [--]. Yield / duration (ultimate measure of interest rate risk assumed); forward looking [--]. Sortino (much better than sharpe); backward looking [--]. Max drawdown; bkwd lk"  
[X Link](https://x.com/8020perspective/status/1689005326186745856)  2023-08-08T20:07Z [--] followers, [--] engagements


"@RubinJMiller Its all about duration. If you cant commit to holding the bond longer the duration you are speculating - not investing. If you can commit you pray your higher rates every morning"  
[X Link](https://x.com/8020perspective/status/1692355809580315113)  2023-08-18T02:00Z [--] followers, [--] engagements


"@ValueStockGeek @RyanPKirlin Absolutely not wild - was the base case scenario. No one who bought TIPS at a negative real yield should have expected a real return Now TIPS do offer inflation protection (good real yields) and no one wants them. 🤣"  
[X Link](https://x.com/8020perspective/status/1704910280239767556)  2023-09-21T17:27Z [--] followers, [--] engagements


"@RodGordilloP This is just 💯 wrong. The total return decline during the 70s for lt bonds was awful in **real terms** from GMO:"  
[X Link](https://x.com/8020perspective/status/1707652015822967264)  2023-09-29T07:02Z [--] followers, [---] engagements


"@RodGordilloP Doesnt look as good if the start date is 3/16/22 (first Fed hike) and you use something actually investable and after fees (to compare to the investable after fee ishares etf) like $rpar. 👍"  
[X Link](https://x.com/8020perspective/status/1709365821238038769)  2023-10-04T00:32Z [---] followers, [---] engagements


"@BillBrewsterTBB @ValueStockGeek Read chapter [--] if you cant beat em in Silvers the signal and the noise. Then read it again. Spend a few days to reflect on it and then this thread. He provides a useful logical framework for some of these issues. 1/"  
[X Link](https://x.com/8020perspective/status/1710693818616676523)  2023-10-07T16:29Z [---] followers, [--] engagements


"@syouth1 Something is probably going on. If there is not a (positive) press release on this topic or when you call they cant comment its likely a negative. (pure speculation)"  
[X Link](https://x.com/8020perspective/status/1711832937413361818)  2023-10-10T19:55Z [--] followers, [--] engagements


"@HayekAndKeynes If thats true once they start they can never stop. TIPs at a 2%+ real yield would look like the bargain of a generation [--] yrs from now"  
[X Link](https://x.com/8020perspective/status/1715736594139971689)  2023-10-21T14:27Z [--] followers, [---] engagements


"Charlie Munger Warren Buffetts Partner and Abominable No-Man Dies at 99"  
[X Link](https://x.com/8020perspective/status/1729870600414573035)  2023-11-29T14:31Z [--] followers, [--] engagements


"@dollarsanddata Ala Munger I would invert: What are the easiest highest ROI actions to insure you will never be poor"  
[X Link](https://x.com/8020perspective/status/1734238415947022451)  2023-12-11T15:47Z [--] followers, [---] engagements


"@lastchanceroman @choffstein Its not the interest rate. Its the spread between the borrowing rate and the expected return of the asset(s). That spread should be wide and the duration of the assets you buy has to be relatively short (or you are buying BKLN) because you are borrowing at a floating rate"  
[X Link](https://x.com/8020perspective/status/1738234087054397835)  2023-12-22T16:24Z [--] followers, [--] engagements


"@thepupil11 Updated holdings"  
[X Link](https://x.com/8020perspective/status/1741090821683003684)  2023-12-30T13:36Z [---] followers, [---] engagements


"@orrdavid Theres some alpha to be had in $100b companies but it is very infrequent (likely why you think no). See $META over past [--] years. Also see the dozens of others that are +/- 50% from high to low in a 12-24 month period. Its impt ppl keep thinking there is no alpha though"  
[X Link](https://x.com/8020perspective/status/1762233708474724377)  2024-02-26T21:50Z [--] followers, [--] engagements


"@HedgeDirty Cant have illiquid assets in an ETF"  
[X Link](https://x.com/8020perspective/status/1780624503124398295)  2024-04-17T15:48Z [--] followers, [---] engagements


"@EdKrassen Social media has got to be top 5; maybe cost to raise child and/or less religious population is top 10"  
[X Link](https://x.com/8020perspective/status/1784779922504114585)  2024-04-29T03:01Z [--] followers, [--] engagements


"@boazweinstein @VivekGRamaswamy @BlackRock By that logic every paying board has a terrible conflict. Only solution is no/little pay or really rich people on boards"  
[X Link](https://x.com/8020perspective/status/1786919487301984365)  2024-05-05T00:42Z [--] followers, [--] engagements


"So let me get this straight: [--] yr TIPS are near their highest recent (since 2010) real yields while the risk of inflation (debt/structural deficit) is also likely near its recent high https://fred.stlouisfed.org/series/DFII30 https://fred.stlouisfed.org/series/DFII30"  
[X Link](https://x.com/8020perspective/status/1792444292226785687)  2024-05-20T06:36Z [---] followers, [--] engagements


"Are the $srg pref falling because of this This is just wrong. He writes pref shareholders might have to take common shares. The prospectus says its a right (option) https://seekingalpha.com/article/4693610-seritage-only-berkshire-hathaway-made-money-on-this https://seekingalpha.com/article/4693610-seritage-only-berkshire-hathaway-made-money-on-this"  
[X Link](https://x.com/8020perspective/status/1793267325925208566)  2024-05-22T13:07Z [---] followers, [---] engagements


"@Rheiji1 @morganhousel @nickgerli1 It is an asset and an investment. A depreciating asset/investment. Some homes also depreciate - just ask homeowners in Detroit. Buying a car may still be a good investment - or not. If the implied interest rate on a lease is 20% buying is a good investment (you lose less)"  
[X Link](https://x.com/8020perspective/status/1795208973961834920)  2024-05-27T21:42Z [---] followers, [--] engagements


"@ChrisMurphyCT Really Give me a few examples with sources where he has clearly condoned violence related to politics (political violence)"  
[X Link](https://x.com/8020perspective/status/1812884965408874823)  2024-07-15T16:20Z [---] followers, [--] engagements


"@HarrisonKrank Its not. Pelosi is now Speaker Emeritus. 👍"  
[X Link](https://x.com/8020perspective/status/1814148525300621761)  2024-07-19T04:01Z [---] followers, [--] engagements


"@MarkTMeredith Good point overall. But this doesnt apply to many active fixed income ETFs. Many firms are dealing in cash on both buys/sells unless there are a lot of highly liquid Treasuries/Agencies/corps inherent in the strategy"  
[X Link](https://x.com/8020perspective/status/1816911788161794482)  2024-07-26T19:01Z [---] followers, [--] engagements


"@BillAckman The answer under the current structure was clearly yes - invest in the after market. You could do a few things that would make investing in the IPO a no brainer happy to chat. 😉"  
[X Link](https://x.com/8020perspective/status/1818723960307302636)  2024-07-31T19:02Z [---] followers, [--] engagements


"@hussmanjp Better chart would be cash as % of market cap. But point taken"  
[X Link](https://x.com/8020perspective/status/1819839845407269336)  2024-08-03T20:56Z [---] followers, [---] engagements


"@realEstateTrent @Ferrari @ROLEX"  
[X Link](https://x.com/8020perspective/status/1822064350766755850)  2024-08-10T00:16Z [---] followers, [--] engagements


"@eastvillageguy Thats a CEF not an ETF"  
[X Link](https://x.com/8020perspective/status/1836244189719507341)  2024-09-18T03:21Z [---] followers, [--] engagements


"@BillBrewsterTBB I just listened to the Berkowitz $FAIRX podcast. Some good questions. Your friend who gave you the ETF question may not be a real friend. The $1.4b fund has $800m in capital loss carryforwards (annual report)"  
[X Link](https://x.com/8020perspective/status/1836607909159162217)  2024-09-19T03:27Z [---] followers, [--] engagements


"@realEstateTrent The borrower is a secondary factor. The LTV on the property is the primary factor. Thats the ultimate margin of safety. (Note: Some lenders bank on a lot of defaults so they can collect penalties.) Next factor would be personal balance sheet RE personal guaranty"  
[X Link](https://x.com/8020perspective/status/1838233376651899311)  2024-09-23T15:06Z [---] followers, [---] engagements


"@orrdavid @sidecarcap 👍On what metric IRR Sortino Something else"  
[X Link](https://x.com/8020perspective/status/1841253501772460228)  2024-10-01T23:06Z [---] followers, [---] engagements


"@syouth1 @IndexMethods The save from themselves is not one of the better arguments. One of the better ones is 401ks have long duration liabilities and yet have liquid assets. Privates (in theory) make sense for the early decades of savings if there is a constant and material illiquidity premium"  
[X Link](https://x.com/8020perspective/status/1842652274251706643)  2024-10-05T19:45Z [---] followers, [--] engagements


"Opinion Jeff Bezos: The hard truth: Americans dont trust the news media - The Washington Post https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust/ https://www.washingtonpost.com/opinions/2024/10/28/jeff-bezos-washington-post-trust/"  
[X Link](https://x.com/8020perspective/status/1851063136130121896)  2024-10-29T00:46Z [---] followers, [--] engagements


"@HayekAndKeynes Taxes inefficient assets. Next time high yield bonds get really cheap and you are maxed out on tax deferred accounts an IOVA makes sense in some situations. When hy spreads go back to normal you can lock in the gains and derisk into something else tax free. Rinse and repeat"  
[X Link](https://x.com/8020perspective/status/1852164079378452511)  2024-11-01T01:41Z [---] followers, [---] engagements


"@hussmanjp @jessefelder cash chart is misleading. Should be cash as % of market cap or EV. 👍"  
[X Link](https://x.com/8020perspective/status/1855671478928207946)  2024-11-10T17:58Z [---] followers, [---] engagements


"Hows everyone feeling about Seritage right now now $srg NAV estimate from company just keeps falling"  
[X Link](https://x.com/8020perspective/status/1857602484115485168)  2024-11-16T01:51Z [---] followers, [---] engagements


"@syouth1 @OutspokenGeek Not exactly the same but [--] bps [--] bps https://bondbloxxetf.com/bondbloxx-bloomberg-six-month-target-duration-us-treasury-etf/ https://bondbloxxetf.com/bondbloxx-bloomberg-six-month-target-duration-us-treasury-etf/"  
[X Link](https://x.com/8020perspective/status/1860167822934180058)  2024-11-23T03:45Z [---] followers, [--] engagements


"@choffstein 6%+ is crazy. Equity risk premium is closer to [--] real. And TIPS are (credit) risk free and MUCH lower modified duration. @svrnco"  
[X Link](https://x.com/8020perspective/status/1860169208014995924)  2024-11-23T03:51Z [---] followers, [---] engagements


"@stoked_on_waves @puppyeh1 Only serving one master. His management company. @marginofdanger If the following is true all his actions make sense: He wants to die having amassed a lot of $$$ not a superior IRR w $HHH. Buffetts goal was richest person but he did it solely through $BRK.A (no dividends + more recent buybacks meager salary cheap lifestyle). 1/ @marginofdanger If the following is true all his actions make sense: He wants to die having amassed a lot of $$$ not a superior IRR w $HHH. Buffetts goal was richest person but he did it solely through $BRK.A (no dividends + more recent"  
[X Link](https://x.com/8020perspective/status/1894880004515017157)  2025-02-26T22:39Z [---] followers, [---] engagements


"@RetroAgent12 @Tinydiamond60 Someone is going to make a ton of $ buying Teslas off this recency bias. Like buying a house in 2011"  
[X Link](https://x.com/8020perspective/status/1903908630761787849)  2025-03-23T20:36Z [---] followers, [----] engagements


"@Vintage117_m @HayekAndKeynes Gundlach argues deficits will be the reason bond yields rise during next recession. Dalio has pointed out this risk too"  
[X Link](https://x.com/8020perspective/status/1909984564644319382)  2025-04-09T14:59Z [---] followers, [--] engagements


"@RandolphDuke7 @DavidGosselin5 What % of EV today and over next [--] years will Todd have a meaningful impact on Has to be less than 10% Why dont you just say you also sold because brk website isnt updated. Same impact to EV. :-)"  
[X Link](https://x.com/8020perspective/status/1921235042547712103)  2025-05-10T16:05Z [---] followers, [----] engagements


"$HHH How do you do poorly from here at $71 over the next 5+ years Bill needs to get to $100 just to break even on his new purchase"  
[X Link](https://x.com/8020perspective/status/1923050390255174146)  2025-05-15T16:18Z [---] followers, [---] engagements


"@ShitFund Mansueto $morn. Salary has been $100k since 2000"  
[X Link](https://x.com/8020perspective/status/1925216716478722381)  2025-05-21T15:46Z [---] followers, [--] engagements


"@dwightwaycap @Akston_Capital @nickgiva1 I think @ElmWealth agrees if you look at $elm. Also @svrnco posted something re tips a while back"  
[X Link](https://x.com/8020perspective/status/1925703056336797974)  2025-05-22T23:59Z [---] followers, [--] engagements


"@PeterAttiaMD Novartis and Ionis will report the first Phase [--] trial that tests whether cutting lipo(a) levels indeed reduces heart attacks and strokes. Their monthly injectable pelacarsen cut lipo(a) levels nearly 80% in earlier trials. https://www.barrons.com/articles/strokes-heart-attacks-cholesterol-drugs-stocks-d9b3230est=E6GJCv https://www.barrons.com/articles/strokes-heart-attacks-cholesterol-drugs-stocks-d9b3230est=E6GJCv"  
[X Link](https://x.com/8020perspective/status/1928842212261187794)  2025-05-31T15:53Z [---] followers, [--] engagements


"@RealAssetsValue @nbeachny Right hurdle should be fair value of duration matched risk free rate. At [--] cap thats a [--] year T or TIPS. TIPS would be at least 1% real IMO. Plus spread based on earnings risk + financial leverage + payout ratio. Thoughts"  
[X Link](https://x.com/8020perspective/status/1929566328400322572)  2025-06-02T15:50Z [---] followers, [--] engagements


"@dampedspring @The_Champ_Says Seems like a class act (from someone who only knows him from his book/ETF). All you have to do is look at his fee philosophy for $elm"  
[X Link](https://x.com/8020perspective/status/1933311441639256479)  2025-06-12T23:52Z [---] followers, [---] engagements


"This Vanguard Economist Wont Rule Out 9% Bond Yields https://www.barrons.com/articles/vanguard-economist-bond-yields-8fd71986st=o5S4pc https://www.barrons.com/articles/vanguard-economist-bond-yields-8fd71986st=o5S4pc"  
[X Link](https://x.com/8020perspective/status/1933915436930007103)  2025-06-14T15:52Z [---] followers, [--] engagements


"@rhunterh But Ackman had a large stake in $HHH while it was still a REIT🤔"  
[X Link](https://x.com/8020perspective/status/1934670755675132352)  2025-06-16T17:53Z [---] followers, [---] engagements


"@myersbradley @syouth1 Wow so you need a 50% reduction in your real interest rate (1.1% for I bond vs 2% for [--] yr TIPS) AND higher frictional trading costs just so you wont panic sell You could hire a financial advisor at [--] bps and still be better off And they say the market is efficient"  
[X Link](https://x.com/8020perspective/status/1937665425653006619)  2025-06-25T00:13Z [---] followers, [--] engagements


"@Mr_Neutral_Man @wabuffo $srg. Hes the only person who made money on this name"  
[X Link](https://x.com/8020perspective/status/1937948403327189290)  2025-06-25T18:57Z [---] followers, [---] engagements


"@Geiger_Capital Misleading table. It should be real central bank rates (local CPI - rate) not nominal. Its possible (but not likely) that we have one of the lowest REAL rates on the table Can someone redo @dampedspring @BobEUnlimited"  
[X Link](https://x.com/8020perspective/status/1939823260956598618)  2025-06-30T23:08Z [---] followers, [--] engagements


"@LT3000Lyall @hakflo @elonmusk If we see a weak USD its because the Fed gave up on positive real rates ➡ leads to inflation. If the Fed sticks to positive real rates we could see a strong dollar and high bond yields given supply/demand (even up to 10% again). 1/"  
[X Link](https://x.com/8020perspective/status/1940037045210292289)  2025-07-01T13:17Z [---] followers, [--] engagements


"@ACapitalLP $srg pref getting there with perm ceo employment agreement (recently filed) expiration in [----]. Even if properties undershoot low end of most recent appraisal pref more than fully covered"  
[X Link](https://x.com/8020perspective/status/1940167961328984340)  2025-07-01T21:57Z [---] followers, [----] engagements


"@elonmusk @grok The US will likely never pay off its debt or if it does it will pay it back in dollars that are worth less than they are today"  
[X Link](https://x.com/8020perspective/status/1941639995862999286)  2025-07-05T23:27Z [---] followers, [--] engagements


"@elonmusk @grok The constitution is silent in abortion. As such abortion was always meant to be an issue handled by the individual states since the founding of the republic"  
[X Link](https://x.com/8020perspective/status/1941640248263610562)  2025-07-05T23:28Z [---] followers, [--] engagements


"@brunette350 @BillAckman @TuckerCarlson He didnt have those connections in the for most of the track record. And Im talking about his alpha only (Fed impacted the beta returns). 👍"  
[X Link](https://x.com/8020perspective/status/1944453310364443077)  2025-07-13T17:46Z [---] followers, [--] engagements


"@orrdavid I think this is spot on. One of the first things a great investor told me was figure out the 1-3 most important variables regarding a companys value and tune the rest out. One of those three is often lt real rates though for highly interest rate sensitive investments"  
[X Link](https://x.com/8020perspective/status/1947998145667043369)  2025-07-23T12:32Z [---] followers, [---] engagements


"@SowingAlphaSeed Thats a pretty big bet given the funds [---] bps mgmt fee. What is your expected net of fee alpha (Im an investor too bc of Sam rec just much smaller given missing billionaire sizing framework)"  
[X Link](https://x.com/8020perspective/status/1948199844927119684)  2025-07-24T01:53Z [---] followers, [---] engagements


"@BleacherReport @BRWalkoff @grok where does this rank in the top five games of all time for a player"  
[X Link](https://x.com/8020perspective/status/1949127032073515217)  2025-07-26T15:17Z [---] followers, [--] engagements


"@HML_Compounder @PFOInvestor Thats what @ElmWealth argues"  
[X Link](https://x.com/8020perspective/status/1949889664095052279)  2025-07-28T17:48Z [---] followers, [--] engagements


"@EllliotttB May be true in general but not for all sectors. For sure with real estate encumbered by 10-30 year leases with fixed rate bumps and/or inflation caps funded in part with short dated and/or floating rate debt. Less so with lodging and apartments with long dated fixed debt. 👍"  
[X Link](https://x.com/8020perspective/status/1951439649777524811)  2025-08-02T00:27Z [---] followers, [--] engagements


"@thepupil11 Still own the srg pref. 12% IRR if redeemed in 2yrs. On the other hand common is toast if liquidation takes [--] more years"  
[X Link](https://x.com/8020perspective/status/1952735962712482108)  2025-08-05T14:18Z [---] followers, [--] engagements


"Do you mean BDO Link to filing"  
[X Link](https://x.com/8020perspective/status/1952791271598375014)  2025-08-05T17:58Z [---] followers, [--] engagements


"@HedgeDirty Is it Is there a meaningful example where Congress wanted to reign in a delegated power but were stoped because of a veto And if it took Congress 5-10 years to overcome the veto that doesnt count"  
[X Link](https://x.com/8020perspective/status/1955679412797767758)  2025-08-13T17:14Z [---] followers, [---] engagements


"@markcecchini @BankerBeaver HYS are rarely the best option. Short term treasuries are better after tax and [--] credit risk (HYS you are taking uncompensated credit risk (albeit very low risk) related to that financial institution)"  
[X Link](https://x.com/8020perspective/status/1968713464005668910)  2025-09-18T16:27Z [---] followers, [--] engagements


"@orrdavid @Quant_Kurtis Im the opposite. Im attracted to track records that outperform only in very narrow periods (think no alpha (or bets) 95% of the time but massive alpha in the 5% of periods when hy spreads are wide). These strategies are even more interesting because they are unmarketable"  
[X Link](https://x.com/8020perspective/status/1969792550203687115)  2025-09-21T15:55Z [---] followers, [--] engagements


"@girdley Mandela Mother Teresa Mr. Rogers"  
[X Link](https://x.com/8020perspective/status/1974992511870640587)  2025-10-06T00:18Z [---] followers, [---] engagements


"@ShitFund What is $SEQUX - They would argue because 1) you should compare to SP [---] not SP Growth (something to that) 2) new portfolio management team since debacle and 3) stocks really cheap vs SP [---] (give that 2-3 yrs). Also big/old enough to still be $4B at above avg fees No need to"  
[X Link](https://x.com/8020perspective/status/1318192798034583552)  2020-10-19T14:10Z [---] followers, [--] engagements


"@BillAckman @POTUS Close. Its Powell vs Congress"  
[X Link](https://x.com/8020perspective/status/1585819412505890816)  2022-10-28T02:23Z [---] followers, [--] engagements


"@kejca @santiagovelez82 Because if $nyvtx performance or something else"  
[X Link](https://x.com/8020perspective/status/1790053507044712496)  2024-05-13T16:16Z [---] followers, [---] engagements


"@RagingVentures Ask the folks at $yackx"  
[X Link](https://x.com/8020perspective/status/1790464017531826288)  2024-05-14T19:27Z [---] followers, [---] engagements


"@marginofdanger If the following is true all his actions make sense: He wants to die having amassed a lot of $$$ not a superior IRR w $HHH. Buffetts goal was richest person but he did it solely through $BRK.A (no dividends + more recent buybacks meager salary cheap lifestyle). 1/"  
[X Link](https://x.com/8020perspective/status/1893713802874548314)  2025-02-23T17:25Z [---] followers, [---] engagements


"@marginofdanger Ackman cant have a superior IRR at $HHH because of the 1.5% fee drag and its not as capital efficient as an insurance company. He is conflicted because he now has outside investors at Pershing. As Bogle often reminded you can only serve one master. Ackman has a new master"  
[X Link](https://x.com/8020perspective/status/1893714477616341246)  2025-02-23T17:28Z [---] followers, [---] engagements


"@marginofdanger @jameselbaor @ClarkinM @leevalueroach Fee structure should be allocated based on pro rata responsibility (mostly $HHH mgmt for now) should be over S&P [---] or cpi + like 5% (in case base rates are 8% ever) and probably on market cap other than that I like your thinking"  
[X Link](https://x.com/8020perspective/status/1893824312471101891)  2025-02-24T00:44Z [---] followers, [--] engagements


"@PrivateEyeCap Still like $CLPR"  
[X Link](https://x.com/8020perspective/status/1907505323117785364)  2025-04-02T18:48Z [---] followers, [--] engagements


"@Mr_Neutral_Man @thepupil11 @rhunterh @RealAssetsValue @stocksonnets In that case care to share any sub $500m market cap ideas Ex: @PrivateEyeCap did a good write up on $FVR"  
[X Link](https://x.com/8020perspective/status/1933216168606904415)  2025-06-12T17:33Z [---] followers, [---] engagements


"Any idea on what was with the $mdv volume on Jun 27"  
[X Link](https://x.com/8020perspective/status/1939092717746929933)  2025-06-28T22:45Z [---] followers, [--] engagements


"@syouth1 @mjmauboussin Cool article. Similar but a more extreme version of $NIXT. Also wonder if excluding banks or including only div paying sticks would have materially improved results"  
[X Link](https://x.com/8020perspective/status/1940061221358903313)  2025-07-01T14:53Z [---] followers, [---] engagements


"@askjussi Better than $fvr"  
[X Link](https://x.com/8020perspective/status/1964387751522124110)  2025-09-06T17:58Z [---] followers, [---] engagements


"@DonaldJTrumpJr @grok what logical fallacies are in the post above Name them all. Thanks"  
[X Link](https://x.com/8020perspective/status/1981876873887089116)  2025-10-25T00:14Z [---] followers, [--] engagements


"@choffstein @ElmWealth Less of a straw man and more of point in time valuation argument given current equity/credit risk premiums"  
[X Link](https://x.com/8020perspective/status/1991779863272005676)  2025-11-21T08:04Z [---] followers, [---] engagements


"@choffstein @ElmWealth For sure not applicable to portable alpha and some return stacking. Does apply for example to funds like $RSSB but not the more alty other ones"  
[X Link](https://x.com/8020perspective/status/1992073861765235085)  2025-11-22T03:33Z [---] followers, [--] engagements


"@seandsweeney You can if their only religious view is the Golden Rule"  
[X Link](https://x.com/8020perspective/status/1992314828678177229)  2025-11-22T19:30Z [---] followers, [--] engagements


"@choffstein @ElmWealth First they made a correction in the article and attributed it to you. 😉 Second the article applies to almost any strategy w leverage. Not controversial. The lower the risk premium and more expensive the cost of leverage the lower the portfolio weight (and vice versa). 1/"  
[X Link](https://x.com/8020perspective/status/1992737021270593813)  2025-11-23T23:28Z [---] followers, [--] engagements


"@choffstein @ElmWealth For $RSSB the math shows you own a ton in [----] (high real yields and high equity risk premium) and none in [----] (opposite environment = no lvg ). Somewhere in between today. Again not controversial. You should make this Merton share chart in your deck to help investors out"  
[X Link](https://x.com/8020perspective/status/1992737824454627714)  2025-11-23T23:31Z [---] followers, [--] engagements


"@EricTopol @grok please summarize the three most important takeaways for a lay person"  
[X Link](https://x.com/8020perspective/status/1995231919412478285)  2025-11-30T20:42Z [---] followers, [----] engagements


"@EveryMegawatt @grok explain"  
[X Link](https://x.com/8020perspective/status/1997488712280871344)  2025-12-07T02:09Z [---] followers, [--] engagements


"USA=game over. We are never going to pay down the debt and once inflation/tax increases really picks up the richest and most productive people will just leave. 1/ @RayDalio @michaeljburry @elonmusk @BillAckman https://www.wsj.com/articles/americans-pull-back-from-values-that-once-defined-u-s-wsj-norc-poll-finds-df8534cdst=kYUer4&reflink=article_copyURL_share https://www.wsj.com/articles/americans-pull-back-from-values-that-once-defined-u-s-wsj-norc-poll-finds-df8534cdst=kYUer4&reflink=article_copyURL_share"  
[X Link](https://x.com/anyuser/status/1997534922421174438)  2025-12-07T05:13Z [---] followers, [--] engagements


"@ByrneHobart This a bit of a straw man because it assumes the vast majority of the wealth is in one highly volatile stock but its a useful analysis for the minority in that situation"  
[X Link](https://x.com/8020perspective/status/2007977919793201185)  2026-01-05T00:50Z [---] followers, [--] engagements


"@Levi__Adams @MebFaber $gmod is close too"  
[X Link](https://x.com/8020perspective/status/2009759867116957830)  2026-01-09T22:51Z [---] followers, [--] engagements


"@Mr_Neutral_Man They are. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001370755/3d0d3c82-b540-4cba-a3e5-eeb717de1d61.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001370755/3d0d3c82-b540-4cba-a3e5-eeb717de1d61.pdf"  
[X Link](https://x.com/8020perspective/status/2014922083843862924)  2026-01-24T04:43Z [---] followers, [---] engagements


"@grok @DanielS44505962 @Restructuring__ 💯"  
[X Link](https://x.com/8020perspective/status/2015144868604162315)  2026-01-24T19:29Z [---] followers, [--] engagements


"@MarioNawfal Agreed. Or vote to change the laws. FWIW both parties in Congress have reaffirmed our current laws multiple times over multiple decades"  
[X Link](https://x.com/8020perspective/status/2015145670546706789)  2026-01-24T19:32Z [---] followers, [--] engagements


"@morganhousel Congrats Fwiw: See if they will let you take your annual stock award in $goodx instead of $mkl. Also see if you can meet your 5x stock ownership guideline in $goodx. 👍"  
[X Link](https://x.com/8020perspective/status/1460998024142807040)  2021-11-17T15:47Z [---] followers, [--] engagements


"@skden2020 @EricTopol @DrJenGunter @PeterAttiaMD @foundmyfitness Im not saying you cant boycott him for his past acts. Go ahead. But realize your boycott may be hurting yourself and others if his more recent health work improves healthspans"  
[X Link](https://x.com/8020perspective/status/2017755189885997501)  2026-02-01T00:21Z [---] followers, [--] engagements


"@skden2020 @EricTopol @DrJenGunter @PeterAttiaMD @foundmyfitness 99% of people will agree with you. Those who were fortunate to be in high school/college debate or learned logical fallacies elsewhere will happily keep following Attia (and even murders). Then: taking advice when they get the math/science right and disregarding when wrong"  
[X Link](https://x.com/8020perspective/status/2017773524593922444)  2026-02-01T01:34Z [---] followers, [----] engagements


"@markeatsmeat @david_protein Still here: https://davidprotein.com/pages/perfect-your-proteinsrsltid=AfmBOoqULzDlCPCSgskO3MPE7VQI7EqLo9YD2MvGu-s_X7vZTw46dt_O https://davidprotein.com/pages/perfect-your-proteinsrsltid=AfmBOoqULzDlCPCSgskO3MPE7VQI7EqLo9YD2MvGu-s_X7vZTw46dt_O"  
[X Link](https://x.com/8020perspective/status/2018149442684440644)  2026-02-02T02:28Z [---] followers, [---] engagements


"@EricTopol Agree on your quote (follow the incentives). Glad she doesnt fall for the logical fallacy most are w these files: This is also not meant to say that every piece of advice that Attia gave was bad or incorrect. (Attia can be a bad person and get the science right or wrong)"  
[X Link](https://x.com/8020perspective/status/2020244787379703941)  2026-02-07T21:14Z [---] followers, [---] engagements


"@grok @simpleminingio What about option A and using some proceeds every year for $STRF since the likihood of bitcoin appreciating more than 9% is quite low (absent massive and sustained US inflation)"  
[X Link](https://x.com/8020perspective/status/2008724961071149461)  2026-01-07T02:18Z [---] followers, [---] engagements


"If $mstr folds I will feel sorry for the $strc folks who have (or would have) it as a larger weight than $strf at current prices. Understanding merton share would have partially helped. hint: true vol of $STRC = BTC vol x leverage to equity in distress scenarios. @dampedspring"  
[X Link](https://x.com/anyuser/status/2017786577838346555)  2026-02-01T02:26Z [---] followers, [---] engagements


"@dampedspring @KurtBauerle Agree in concept but how do arrive at a 30% strike At $20k BTC there is a 2x BTC rating today for $STRF"  
[X Link](https://x.com/8020perspective/status/2019120800335556658)  2026-02-04T18:48Z [---] followers, [---] engagements


"@HML_Compounder @PFOInvestor [--] = no bueno unless you have decent risk tolerance: https://elmwealth.com/how-i-learned-to-love-the-market/ https://elmwealth.com/how-i-learned-to-love-the-market/"  
[X Link](https://x.com/8020perspective/status/2022177564664771057)  2026-02-13T05:14Z [---] followers, [--] engagements


"USA=game over. We are never going to pay down the debt and once inflation/tax increases really picks up the richest and most productive people will just leave. 1/ @RayDalio @michaeljburry @elonmusk @BillAckman https://www.wsj.com/articles/americans-pull-back-from-values-that-once-defined-u-s-wsj-norc-poll-finds-df8534cdst=kYUer4&reflink=article_copyURL_share https://www.wsj.com/articles/americans-pull-back-from-values-that-once-defined-u-s-wsj-norc-poll-finds-df8534cdst=kYUer4&reflink=article_copyURL_share"  
[X Link](https://x.com/anyuser/status/1997534922421174438)  2025-12-07T05:13Z [---] followers, [--] engagements


"Going to go out on a limb and bet we wont have another 100% Spanish halftime show in the next [--] years. @NFL #SuperBowl"  
[X Link](https://x.com/anyuser/status/2020682978884739155)  2026-02-09T02:15Z [---] followers, [---] engagements


"RT @dampedspring: Define trouble That sort of loose language is what makes answering the question difficult. If you define trouble as"  
[X Link](https://x.com/anyuser/status/2019067686802612678)  2026-02-04T15:17Z [---] followers, [--] engagements


"Define trouble That sort of loose language is what makes answering the question difficult. If you define trouble as forced liquidation of BTC holdings that is much much lower and dependent on when it happens Specifically until the 9/15/2027 put date of the 9/15/2028 convert there is zero potential for a forced liquidation of BTC holdings and BTC would have to be 15K or lower to result in a bankruptcy and court order liquidation Other forms of "trouble" could be inability to pay preferred dividends which for the moment they have 2+ years of cash to pay and continue to issue equity and"  
[X Link](https://x.com/anyuser/status/2019038500033634534)  2026-02-04T13:21Z 217.5K followers, 27.9K engagements


"Is there a Bitcoin price level where $MSTR gets into trouble I don't know. But I do know that if there is one the market will eventually test it because that's what markets do"  
[X Link](https://x.com/anyuser/status/2018772102908629352)  2026-02-03T19:42Z 15.5K followers, 50.6K engagements


"If $mstr folds I will feel sorry for the $strc folks who have (or would have) it as a larger weight than $strf at current prices. Understanding merton share would have partially helped. hint: true vol of $STRC = BTC vol x leverage to equity in distress scenarios. @dampedspring"  
[X Link](https://x.com/anyuser/status/2017786577838346555)  2026-02-01T02:26Z [---] followers, [---] engagements


"Upon reviewing AG1's research overview and related peer-reviewed studies the 4-week trial (N=30) still shows no significant biomarker or diversity changes vs. placebo with only a trend in digestive scores (p=0.058). Other AG1 trials claim nutrient and microbiome benefits (e.g. 12-week N=105) but lack full peer-reviewed details. Alternatives like inulin and resistant starch have stronger RCT evidence for gut and metabolic improvements. Conclusion unchanged: Bryan's view aligns better"  
[X Link](https://x.com/anyuser/status/2016921107836645661)  2026-01-29T17:07Z 7.9M followers, [--] engagements


"$MDV now has a catalyst: Has anyone done recent work 2/4/05 release indicates a $24 appraisal. @PrivateEyeCap @Mr_Neutral_Man @RealAssetsValue https://modiv.com/modiv-industrial-increases-dividend-and-provides-strategic-update/ https://modiv.com/modiv-industrial-increases-dividend-and-provides-strategic-update/"  
[X Link](https://x.com/anyuser/status/2015884017565106300)  2026-01-26T20:26Z [---] followers, [---] engagements


"2/4/25: https://modiv.com/modiv-industrial-announces-latest-portfolio-appraisal/ https://modiv.com/modiv-industrial-announces-latest-portfolio-appraisal/"  
[X Link](https://x.com/anyuser/status/2015884280279536059)  2026-01-26T20:27Z [---] followers, [--] engagements


"This guy explaining the "Hot/Crazy" Matrix"  
[X Link](https://x.com/anyuser/status/1903231649980051621)  2025-03-21T23:46Z 2.8M followers, 1.8M engagements


"This is what I come to X for"  
[X Link](https://x.com/anyuser/status/2014179535353500115)  2026-01-22T03:33Z [---] followers, [--] engagements


"It gets worse. The HOA billing comes from some outfit named HODA with the name First Service Residential also mysteriously on the bill. This outfit is a shakedown operation threatening to put a lien on property and foreclose if you dont pay the 1K bogus bill/ransom. Shut this down"  
[X Link](https://x.com/anyuser/status/2014153008062627955)  2026-01-22T01:47Z 371.1K followers, 75.1K engagements


"This Simple Metric Could Predict Future Stock Market Returns Morningstar. @ElmWealth @hussmanjp https://www.morningstar.com/markets/this-simple-metric-could-predict-future-stock-market-returns https://www.morningstar.com/markets/this-simple-metric-could-predict-future-stock-market-returns"  
[X Link](https://x.com/anyuser/status/2009300685620429184)  2026-01-08T16:26Z [---] followers, [--] engagements


"RT @patrick_oshag: Netflix had a slide in its original culture deck that said "adequate performance gets a generous severance package." Re"  
[X Link](https://x.com/anyuser/status/2009013621716865103)  2026-01-07T21:25Z [---] followers, [--] engagements


"Netflix had a slide in its original culture deck that said "adequate performance gets a generous severance package." Reed explains why Netflix paid 4-9 months severance packages and how the Keeper Test actually worked: "One of the best things is to do large severance packages like four to nine months of salary. It feels expensive at first but it makes the person who's let go feel better because they've got a bunch of money in their pocket. And two it helps the manager do their job because then they don't feel as bad in letting the person go. It's like a professional sports player. The test"  
[X Link](https://x.com/anyuser/status/2009000602827681981)  2026-01-07T20:34Z 313K followers, 462.8K engagements


".@reedhastings built Netflix around two ideas that everyone talks about but are extremely hard to do in practice. The first is finding a simple idea and taking it extraordinarily seriously. Even from Netflix's inception in [----] Reed explains how the DVD business was always just a bridge to streaming and why the company stayed relentlessly focused on that core model for decades rather than expanding into to new areas. The second is talent density. Netflix intentionally maintained a wide hiring funnel and accepted 20% first-year attrition. Reed shares how he sustained an exceptionally high bar"  
[X Link](https://x.com/anyuser/status/2008523957415117248)  2026-01-06T13:00Z 313K followers, 905K engagements


"The US CAPE ratio ended the year at [--]. Historical average 10-year real returns when CAPE [--] across all counties = negative. Never once has a country's stock market ended the year above [--] and met the historical 10-year real return average"  
[X Link](https://x.com/anyuser/status/2008598457536385221)  2026-01-06T17:56Z 138.1K followers, 54.6K engagements


"Charlie Munger literally revealed the secret to winning the game of life:"  
[X Link](https://x.com/anyuser/status/2007018383926309178)  2026-01-02T09:17Z 28.4K followers, 128.9K engagements


"Happy New Year all A close friend of mine recently asked me for a cheat sheet for getting into better shape in [----]. He specifically asked about supplements and abs several times. Hes looking for a rapid reboot. The below is what I sent him along with a copy of The 4-Hour Body which was featured in a USA Today list of the top-10 most popular diet books of the last decade. This post is minimally edited. Im not trying to be Tolstoy; rather I wanted to share a quick and dirty email of tactical advice to a friend who has limited time a bunch of kids etc. Im also simplifying a lot to get my point"  
[X Link](https://x.com/anyuser/status/2006758971512664270)  2026-01-01T16:06Z 1.9M followers, 242.4K engagements


"🙄This is absurd because it is near impossible now to enact or repeal amendments absent widespread deep and relatively long lasting public outrage on a topic. It is such a pipe dream that he would never fund an initiative seeking to repeal the 16th amendment bc it would fail"  
[X Link](https://x.com/anyuser/status/2006816746091720711)  2026-01-01T19:56Z [---] followers, [--] engagements


"Tired of fraud in Federal Government programs Here is a two-pronged way toward a solution sort of a modern day Anaconda Plan: 1: Repeal The Sixteenth Amendment 2: Replace with an Amendment prohibiting Federal Budget Deficits in any fiscal year unless approved by 2/3 of States"  
[X Link](https://x.com/anyuser/status/2006167747781357847)  2025-12-31T00:57Z 371.1K followers, 108.3K engagements


"Master these [--] habits in [----]. Feel amazing reclaim agency + self-respect. [--]. final food [--] hr before bed [--]. screens off [--] min before bed [--]. avoid blue light 2hr before bed use red/amber [--]. book in hand [--] min before sleep [--]. go to bed same time every night [--]. light in eyes when waking (sun or 10k lux) [--]. walk for [--] min immediately following eating [--]. daily exercise (even if for [--] min) [--]. eat good stuff ditch the junk [--]. foster friends family and love They read as simple. I promise they'll change your life. Make them non-negotiate life habits. Do them every_single_day. Once you establish"  
[X Link](https://x.com/anyuser/status/2005404233458442480)  2025-12-28T22:23Z 874.6K followers, 920.5K engagements


"One-minute high-intensity exercise (3 x [--] sec) 3x a week for [--] weeks improved fitness as much as did [--] x [--] minutes a week aerobic training. Muscle mitochondria also increased similarly in both. Intensity trumps volume. You don't need a lot of time to get fit"  
[X Link](https://x.com/anyuser/status/2001655334184849795)  2025-12-18T14:06Z 347.1K followers, 333.2K engagements


"Fasting for [--] hours is the best medicine on Earth. It triggers your body to "eat up" tumors inflammation and toxins. It's literally a doctor within. Here's how to fast correctly (according to science):"  
[X Link](https://x.com/anyuser/status/1997549506226000174)  2025-12-07T06:11Z 265.1K followers, 588.9K engagements


"Best places are combination of neutral countries (per @RayDalio) and economically free (@Heritage; https://www.heritage.org/index/pages/all-country-scores https://www.heritage.org/index/pages/all-country-scores"  
[X Link](https://x.com/anyuser/status/1997535549360578839)  2025-12-07T05:16Z [---] followers, [--] engagements


"power laws to hit peak performance this week + final meal [--] hr before sleep + screens off [--] min before bed + read book [--] min before bed + wake up light in eyes - 10k lux or sunlight + [--] min exercise better sleep mood alertness energy appetite control stress control"  
[X Link](https://x.com/anyuser/status/1995899641699991964)  2025-12-02T16:55Z 874.6K followers, 191.5K engagements

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