# ![@BickerinBrattle Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::967037960574160896.png) @BickerinBrattle George Robertson

George Robertson posts on X about ai, neo, what is, in the the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::967037960574160896/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967037960574160896/c:line/m:interactions.svg)

- [--] Week [-------] +15%
- [--] Month [-------] +39%
- [--] Months [---------] +34%
- [--] Year [---------] +23%

### Mentions: [--] [#](/creator/twitter::967037960574160896/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967037960574160896/c:line/m:posts_active.svg)

- [--] Month [---] -17%
- [--] Months [-----] +34%
- [--] Year [-----] -36%

### Followers: [------] [#](/creator/twitter::967037960574160896/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967037960574160896/c:line/m:followers.svg)

- [--] Week [------] +0.05%
- [--] Month [------] -0.57%
- [--] Months [------] +1.40%
- [--] Year [------] +28%

### CreatorRank: [-------] [#](/creator/twitter::967037960574160896/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::967037960574160896/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  39.1% [countries](/list/countries)  7.69% [cryptocurrencies](/list/cryptocurrencies)  5.77% [celebrities](/list/celebrities)  3.85% [stocks](/list/stocks)  2.56% [technology brands](/list/technology-brands)  1.92% [automotive brands](/list/automotive-brands)  0.64% [musicians](/list/musicians)  0.64% [travel destinations](/list/travel-destinations)  0.64%

**Social topic influence**
[ai](/topic/ai) 11.54%, [neo](/topic/neo) #418, [what is](/topic/what-is) 5.13%, [in the](/topic/in-the) 5.13%, [flow](/topic/flow) #2784, [balance sheet](/topic/balance-sheet) #1227, [gdp](/topic/gdp) #252, [hoover](/topic/hoover) 2.56%, [at least](/topic/at-least) 2.56%, [market](/topic/market) 2.56%

**Top accounts mentioned or mentioned by**
[@jackfarley96](/creator/undefined) [@fejauinc](/creator/undefined) [@dandolfa](/creator/undefined) [@markdow](/creator/undefined) [@thestalwart](/creator/undefined) [@drgingerballs](/creator/undefined) [@profplum99](/creator/undefined) [@profstevekeen](/creator/undefined) [@noirfatalegem](/creator/undefined) [@citrini7](/creator/undefined) [@dampedspring](/creator/undefined) [@wbmosler](/creator/undefined) [@forwardguidance](/creator/undefined) [@josephwang](/creator/undefined) [@corbettmark](/creator/undefined) [@janekkos1945](/creator/undefined) [@evan_ss6](/creator/undefined) [@michaelxpettis](/creator/undefined) [@jamieasks](/creator/undefined) [@maxdemian36](/creator/undefined)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Where does this end. 1) Fed Reserve becomes a monetary agency again. 2) FTC returns to applying Sherman Act 3) unitary executive thesis crushed by non delegation thesis 4) Citizens United reversed 5) SEC returns 6) crypto becomes a story to terrify young analysts before bed"  
[X Link](https://x.com/BickerinBrattle/status/2019408049648394450)  2026-02-05T13:49Z 18.8K followers, [---] engagements


"@michaelxpettis Claude can make a chimp look bright. also musing on that the kl weights for US are stable as long as two party system is ongoing. and when k soars is indicative of non impactful capital increase and is not real"  
[X Link](https://x.com/BickerinBrattle/status/2021576247927566501)  2026-02-11T13:25Z 18.8K followers, [---] engagements


"my hunch todays data for labor is another important indicator that one of the main players in AI - both the supplier (NVDA and TSMC) and others as well as the AI producers (AMZN MSFT GOOG META) who took Trump's bribe for tax bonus are gonna get SEC Comment Letters. then IRS"  
[X Link](https://x.com/BickerinBrattle/status/2021621454668963884)  2026-02-11T16:24Z 18.8K followers, [----] engagements


"because I use X to lead into my substack (which charges the amazing price of $10 a month) X tags my follows or has me hidden away. if you find you use my stuff or come across me please follow me. fair is fair"  
[X Link](https://x.com/BickerinBrattle/status/2021266991810572310)  2026-02-10T16:56Z 18.8K followers, [---] engagements


"this is neat. scatter of St Louis GDP Real Nowcast plus CPI Core rolling annual year over year (x) to NGDP rolling annual year over year as reported by BEA. since end of QII [----] has been a 2% plus divergence (about equal to claimed AI capex sourced surge in NGDP)"  
[X Link](https://x.com/BickerinBrattle/status/2021656527330021597)  2026-02-11T18:44Z 18.8K followers, [----] engagements


"The three major impulses flowing in and out of the economy - trade balance in goods and services fiscal policy and monetary tightening or eating - net total in terms of rolling annual flow daily has gone from a steady positive 1% to 3% of GDP (current dollars) to now -1/2%"  
[X Link](https://x.com/BickerinBrattle/status/1995454037882273916)  2025-12-01T11:24Z 18.8K followers, 10.3K engagements


"Chapelle one of Trump's most effective and dangerous critics. A Hogarth of the day"  
[X Link](https://x.com/BickerinBrattle/status/2010718572885295217)  2026-01-12T14:20Z 18.8K followers, [----] engagements


"after carefully reviewing have recalibrated impulses and still conclude that a recession started in [----] given terrible Trump policy. the AI window dressing has covered this up"  
[X Link](https://x.com/BickerinBrattle/status/2011167191262179612)  2026-01-13T20:03Z 18.8K followers, 201.7K engagements


".a grand jury. For murder/manslaughter state and local can indict without grand jury. Strange. This will escalate to Kent State obviousness unless indictments forthcoming. Might be manslaughter might be premeditated murder but wrongful death is obvious to all"  
[X Link](https://x.com/BickerinBrattle/status/2015730999343112476)  2026-01-26T10:18Z 18.8K followers, [---] engagements


"Everyone is babbling on with the central thesis it doesn't matter wher whether US has one carrier task force or [--]. That there never was a Chinese Cultural Revolution. That WW II never occurred. To study US as a credit risk is to study US and war"  
[X Link](https://x.com/BickerinBrattle/status/2016448386925314496)  2026-01-28T09:48Z 18.8K followers, [----] engagements


"Inflation can be offset or impacted by the Fed only by punitive short term interest rate changes and the changes will be large and immediate but only for a short term then Fed insists and looks to Congress"  
[X Link](https://x.com/BickerinBrattle/status/2017164670868619757)  2026-01-30T09:15Z 18.8K followers, [---] engagements


"The drive currently by the Williams Neo Wicksell crew to shape the YC so as to have a term structure of cumulative process ends. UST 10Y rejoins the US 10y risk free rate. The US risk free rate (and 10y UST) becomes a pricing of NGDP term structure"  
[X Link](https://x.com/BickerinBrattle/status/2017164673947205680)  2026-01-30T09:15Z 18.8K followers, [---] engagements


"Put this together - Warsh part of the Stanford Hoover monetary policy via contemporaneous rules Kevin Warsh and John Taylor Influence and Interaction Professional Affiliation Both are colleagues at Stanford University's Hoover Institution Warsh is the Shepard Family Distinguished Visiting Fellow in Economics at Hoover Taylor is the Mary and Robert Raymond Professor of Economics at Stanford and the George P. Shultz Senior Fellow at Hoover Both also have ties to Stanford Graduate School of Business Policy Collaboration Co-authored economic policy research together including a significant essay"  
[X Link](https://x.com/BickerinBrattle/status/2017441144481755398)  2026-01-31T03:33Z 18.8K followers, [----] engagements


"The Fed - I think this is now based in the NY Fed under Williams - is still based upon the belief in a cumulative process with Williams et al extending it to a term structure of cumulative process. This started in [----] and led to the general error of expectation of a recession. @timpierotti1 He is a keen career orientated fellow and he has achieved his goal - Chair. He now has tenure that outlasts the Trump term. He will seek re appointment based on Trump successor. He has been consistently loathing Neo Wicksell. Does not believe there is a cumulative process. @timpierotti1 He is a keen"  
[X Link](https://x.com/BickerinBrattle/status/2017605849401675814)  2026-01-31T14:28Z 18.8K followers, [----] engagements


"But the curve flattening in [--] was Neo Wicksell YCC defining to have a term structure of cumulative that would offset the rise in Fed Funds started in [----]. Didn't work. Warsh participated in several Hoover/Stanford soirees on this issue and continued to the latest in 2025"  
[X Link](https://x.com/BickerinBrattle/status/2017605855550570878)  2026-01-31T14:28Z 18.8K followers, [---] engagements


"The best economic text of late is @yanisvaroufakis "TechnoFeudalism" with most important contribution how large techno has escaped gravity in terms of making a profit replacing it with cloud geographic space rent. Brilliant like most brilliant Marxist economists and valid"  
[X Link](https://x.com/BickerinBrattle/status/2017708425967239537)  2026-01-31T21:15Z 18.8K followers, [----] engagements


"Chance Trump II is coming to an end. Then all that is left is keep out of jail and fend off impeachment without triggering 25th Amm"  
[X Link](https://x.com/BickerinBrattle/status/2017953147566633078)  2026-02-01T13:28Z 18.8K followers, [----] engagements


"What is the whistleblower complaint against Gabbard all about The core to impeachment indictment then trial"  
[X Link](https://x.com/BickerinBrattle/status/2018300410348363980)  2026-02-02T12:28Z 18.8K followers, [----] engagements


"Why is Tom Lee still considered The man just took an epic loss greater than any previous"  
[X Link](https://x.com/BickerinBrattle/status/2018308404633100563)  2026-02-02T12:59Z 18.8K followers, [----] engagements


"@JamieAsks @DannyDayan5 i dont like anything with time as (x) best way to look at it is not ratio over time but wholesalers inventories to retail sales"  
[X Link](https://x.com/BickerinBrattle/status/2018365742408740877)  2026-02-02T16:47Z 18.8K followers, [--] engagements


"witholding concurrent labor force employed (NFP). best way to get a grip on that is look at [--] month change annualized to annual. quarterly turns it preceeds annual says NFP to drop by [--] 1/2% to [--] 1/2% - in real terms recessionary growth or at least severe slowdown"  
[X Link](https://x.com/BickerinBrattle/status/2018370370231751110)  2026-02-02T17:06Z 18.8K followers, [----] engagements


"The US economy hit a brick wall at the end of QII 2025"  
[X Link](https://x.com/BickerinBrattle/status/2018377993060499769)  2026-02-02T17:36Z 18.8K followers, [----] engagements


"@Citrini7 You said it: "theme". All it is. No grounding. No value. Fashion speculation on claiming the spring color correctly"  
[X Link](https://x.com/BickerinBrattle/status/2018642649427931142)  2026-02-03T11:08Z 18.8K followers, [----] engagements


"No longer can folks go off into memes and chic alphabet songs which are slinging belief system identities ad nauseum. Market price returns to present value and forward pricing returns to volatility and rho"  
[X Link](https://x.com/BickerinBrattle/status/2018647952504570212)  2026-02-03T11:29Z 18.8K followers, [---] engagements


"Sheep and goats time. Reality risk pricing returns. The risk free rate and risk free term structure returns. 90% of the pundits are wiped out as the "glass darkly" become clear and even is no longer present"  
[X Link](https://x.com/BickerinBrattle/status/2018647955616706859)  2026-02-03T11:29Z 18.8K followers, [---] engagements


"The current market focus and leaders drop 70% plus and some simply disappear. While PV with a d2 qualified pricing dominates. Rule of law eliminates the Gilded Age and the stock market becomes truly democratized"  
[X Link](https://x.com/BickerinBrattle/status/2018647958951268481)  2026-02-03T11:29Z 18.8K followers, [--] engagements


"Themes become boring and facts become the coinage"  
[X Link](https://x.com/BickerinBrattle/status/2018647962445123818)  2026-02-03T11:29Z 18.8K followers, [--] engagements


"@NicoAIQ No it's a sorta bull flattener with bear tail steepener. That such terms used means UST curve still a phantasm of the move to make a term structure of cumulative by the NY Fed Williams gang"  
[X Link](https://x.com/BickerinBrattle/status/2018670484519592415)  2026-02-03T12:58Z 18.8K followers, [---] engagements


"That is what is gonna happen. Always has always will. When MSFT discounted cash flows adjusted by vol become a necessary exercise with folks discussing what is MSFT ramp and risk and what discount rate will be when MSFT is at [---] to 150"  
[X Link](https://x.com/BickerinBrattle/status/2018676645393994224)  2026-02-03T13:23Z 18.8K followers, [---] engagements


"No memes no Fed necromancy no MAGA - just value debates"  
[X Link](https://x.com/BickerinBrattle/status/2018676648816587242)  2026-02-03T13:23Z 18.8K followers, [---] engagements


"Anyone with common sense just states gold is a barborous relic and then refuses to pay any attention. Anyone with common sense knows gold and silver always return to recent decade lows. Always has always will. This is the analysis of gold and silver that is of any worth. Listen"  
[X Link](https://x.com/BickerinBrattle/status/2018690704638190008)  2026-02-03T14:19Z 18.8K followers, [----] engagements


"What does this mean It means the current equity values - especially the Mag [--] and associated AI fellow travelors - are Wile E Coyote running out with confidence into space. @Citrini7 @JackFarley96 @fejau_inc @TheStalwart @dampedspring"  
[X Link](https://x.com/BickerinBrattle/status/2018718120584622320)  2026-02-03T16:08Z 18.8K followers, [---] engagements


"@MaxDemian36 @Citrini7 @JackFarley96 @fejau_inc @TheStalwart @dampedspring Think we are all gonna die or less dramtically put the US equity market will plunge 30% or so. figured it "happend" last year just folks unmoored from common sense and value based decisions"  
[X Link](https://x.com/BickerinBrattle/status/2018719464171155627)  2026-02-03T16:13Z 18.8K followers, [---] engagements


"Think I just showed that there really is no AI boom that delivered an extraordionary rise in productivity such that GDP towards 5% plus lately. that the US is all smoke and mirrors now as far as explaining equity levels. here you go. first figure out Velocity of M2 then the rolling change in terms of monetary impulse the change in volocity indicates this shows what money was "real" versus window dressing as in current AI "boom". https://t.co/4wUpotON5l here you go. first figure out Velocity of M2 then the rolling change in terms of monetary impulse the change in volocity indicates this shows"  
[X Link](https://x.com/BickerinBrattle/status/2018719595738083401)  2026-02-03T16:13Z 18.8K followers, [----] engagements


"there is no fundamental fiscal monetary nor trade support to the current market levels. It is easy to make the case that a recession commnced in [----] based on the monetary trade and fiscal impulses"  
[X Link](https://x.com/BickerinBrattle/status/2018894992874385431)  2026-02-04T03:50Z 18.8K followers, 137.4K engagements


"or to put in bluntly. the AI story is bunk. @Dr_Gingerballs"  
[X Link](https://x.com/BickerinBrattle/status/2018895856154427476)  2026-02-04T03:54Z 18.8K followers, [----] engagements


"@XpiredPineappl3 @Dr_Gingerballs me only since it became the main if not only variable in [----] prior to that massive flows assured a bull market. now flows have reversed. impulses must be totaled"  
[X Link](https://x.com/BickerinBrattle/status/2019033764798877790)  2026-02-04T13:02Z 18.8K followers, [--] engagements


"@nickgiva1 since [----] as far as monetary policy goes the [--] year has been and still is the Fed. only if rules based reaction function returns (which Warsh claims he is a stalwart supporter/will do) then will the Fed return"  
[X Link](https://x.com/BickerinBrattle/status/2019047432227553294)  2026-02-04T13:56Z 18.8K followers, [---] engagements


"you know we havent ever truly tripped @profplum99 Mike Green's inverse leverage of passive investments. how they will one day cascade down to hell. we had ataste of it in [--] with protfolio insurance but since hasnt tripped in any sell off since"  
[X Link](https://x.com/BickerinBrattle/status/2019055313794613434)  2026-02-04T14:27Z 18.8K followers, [---] engagements


"it is also telling that my Space room had [--] listeners in it. This isnt to gripe for if you are not paying close attention to this - your loss. there is a recording of the Space and supporting slides in a [--] part series of X Articles I posted here. @kofinas Also TMF"  
[X Link](https://x.com/BickerinBrattle/status/2019089462240698453)  2026-02-04T16:43Z 18.8K followers, [---] engagements


"I think -reluctantly as I sure am nervous being stand alone - did a great job showing we are in a recession now that the AI boom for the most part is non existent at least for [----] and likely [----] and that the equity market is about 50% overvalued now (expect down 35% SP500)"  
[X Link](https://x.com/BickerinBrattle/status/2019089465067659275)  2026-02-04T16:43Z 18.8K followers, [---] engagements


"sorta see Warsh becoming Chair like the return of Richard the First (Lionhearted) return to the throne to reestablish the righteous and eliminate the fraunds and pseudo trading. Return of MV = PY"  
[X Link](https://x.com/BickerinBrattle/status/2019109775124889708)  2026-02-04T18:04Z 18.8K followers, [----] engagements


"it is starting to budge - ready to blow there is a 100% likely ROC here. all piositively convexed set ups. can trade $25 mil on this with credit backing or will sell the works to you (R base) for $500000"  
[X Link](https://x.com/BickerinBrattle/status/2019118142392520907)  2026-02-04T18:37Z 18.8K followers, [----] engagements


"@ProfSteveKeen @davmk1 @wbmosler @dandolfa @IsabellaMWeber @blair_fix dont forget Cochrane who of those you cite seems to take a indentity approach why Weber et al take a flow soceital causal view"  
[X Link](https://x.com/BickerinBrattle/status/2019163065913385031)  2026-02-04T21:36Z 18.8K followers, [--] engagements


"what is the liability for a company if AI glitches and causes harm dont mean Dr Strangelove just mean some basis for class action suit or planned paving job only lasts [--] years versus [--] years. what will insurance cover how to do discovery how is at fault what is "AI Law" now anyway has it ven been created landmark cases is it under commerce clause and federal or regional or. https://twitter.com/i/web/status/2019164214556856685 https://twitter.com/i/web/status/2019164214556856685"  
[X Link](https://x.com/BickerinBrattle/status/2019164214556856685)  2026-02-04T21:40Z 18.8K followers, [----] engagements


"@jverse74 @kofinas if first time can get this piece for free. The Monetary Frontier. is descriptive of flows and not policy analysis etc"  
[X Link](https://x.com/BickerinBrattle/status/2019167091639873820)  2026-02-04T21:52Z 18.8K followers, [--] engagements


"Hard to come up with who is the most annoying to see trotted out in front of the public gaze - Melania Trump or Chelsea Clinton"  
[X Link](https://x.com/BickerinBrattle/status/2019372703799734327)  2026-02-05T11:29Z 18.8K followers, [---] engagements


"@tangentstyle Risk free is the rate that only for the US is full faith credit if the US and the term structure of the Fisher Effect for the USA. It is approximated by noting compliant conventional [--] year mortgage rate adjusted for prepayment option and cost to convert to FNMA et al MBS"  
[X Link](https://x.com/BickerinBrattle/status/2019389186109792547)  2026-02-05T12:34Z 18.8K followers, [---] engagements


"Hopefully you came across this prior to today's AI panic. Next stage is "rotation" will fail in being a safe haven and market adjusts to macro reality -SP [---] down 30% Assuming this surge is related to AI which has a [---] bil to [---] tril surge in financing in [----] yet the product purchased can't be found in the US given only about 20% of the hyperscalers came online where is the Taiwan product now Or is Taiwan product 100% of all of NVDA sale https://t.co/GfS5TgXGoA Assuming this surge is related to AI which has a [---] bil to [---] tril surge in financing in [----] yet the product purchased can't"  
[X Link](https://x.com/BickerinBrattle/status/2019392968004890867)  2026-02-05T12:49Z 18.8K followers, [----] engagements


"@tangentstyle Cheap cheerful. Take mortgage rate [--] year and subtract [---] basis points"  
[X Link](https://x.com/BickerinBrattle/status/2019395903191453808)  2026-02-05T13:01Z 18.8K followers, [--] engagements


"Impossible that one or two Fed Reserve system banks isn't caught up in this and brought to their knees. Or perhaps Black Rock Tongue is cheek sorta figure support price for BT. Is [-----] which is it's value to enforcement agencies being the evidence chain lasts forever"  
[X Link](https://x.com/BickerinBrattle/status/2019398538078388453)  2026-02-05T13:11Z 18.8K followers, [----] engagements


"BTC intrinsic value is negative being one has to add the cost to extract from BTC and related damage once it gets down there. So guess the cynical quip that it is a high utility evidence chain will not be support at all"  
[X Link](https://x.com/BickerinBrattle/status/2019398540905296266)  2026-02-05T13:11Z 18.8K followers, [---] engagements


"BTC is a beautiful whore from Russia that is pox ridden"  
[X Link](https://x.com/BickerinBrattle/status/2019398543480594935)  2026-02-05T13:11Z 18.8K followers, [---] engagements


"If this doesn't repair today and locks down even lower tomorrow then we are getting set up for the standard Monday Tuesday market crash sequence with the last chance of safety doors close on Sunday evening. Trouble is this has been a pattern not realized [--] or [--] times last [--] qtrs"  
[X Link](https://x.com/BickerinBrattle/status/2019399724533707210)  2026-02-05T13:16Z 18.8K followers, [----] engagements


"@JackFarley96 Jack what is the liability for that spend and for the recipient what is their liability and so on. How much is circular and mere balance sheet expansion of [--] duration asset liability match How much of this is intended as a blocking ploy for Googles competitors"  
[X Link](https://x.com/BickerinBrattle/status/2019402913957982664)  2026-02-05T13:29Z 18.8K followers, [---] engagements


"If BTC is only a gamble then it makes sense that the range of price is a low negative value equal to the highs given a gambling kurtotic (sp) distribution. So price range will be now (-140000 140000). It one will have to pay someone a price to get rid of your BTC"  
[X Link](https://x.com/BickerinBrattle/status/2019404301328871890)  2026-02-05T13:34Z 18.8K followers, [----] engagements


"@SecScottBessent @POTUS No they are deflationary. Next"  
[X Link](https://x.com/BickerinBrattle/status/2019406471289794732)  2026-02-05T13:43Z 18.8K followers, [---] engagements


"@Evan_ss6 @lazyvillager1 Fuck you all"  
[X Link](https://x.com/BickerinBrattle/status/2019407176847225243)  2026-02-05T13:46Z 18.8K followers, [----] engagements


"@matthewstoller It's all in the GINI"  
[X Link](https://x.com/BickerinBrattle/status/2019408237532266844)  2026-02-05T13:50Z 18.8K followers, [---] engagements


"Not to defend Epstein But The guy was the leading [---] C [--] investment banker (and related) which explains why he is the nexus of so many rich powerful and those who seek rich and powerful. See him this way and makes sense. The lurid perversion and crime was not related"  
[X Link](https://x.com/BickerinBrattle/status/2019409573887766951)  2026-02-05T13:55Z 18.8K followers, [----] engagements


"You are all gonna die"  
[X Link](https://x.com/BickerinBrattle/status/2019410601462886898)  2026-02-05T13:59Z 18.8K followers, [----] engagements


"not a waste of time to review the McMartin case in late 1970s this is by no means to defend the Espstein fall out folks but now Epstein is the excuse for a witch hunt. for example Bill Gates has saved more folks in Africa than any effort in history. https://irlaw.umkc.edu/popular_media/61/ https://irlaw.umkc.edu/popular_media/61/"  
[X Link](https://x.com/BickerinBrattle/status/2019414900960031084)  2026-02-05T14:16Z 18.8K followers, [---] engagements


"anyone notice that Washington Post cut 30% of the their work staff and has nothing to do with AI "  
[X Link](https://x.com/BickerinBrattle/status/2019416597618995608)  2026-02-05T14:23Z 18.8K followers, [---] engagements


"@ProfSteveKeen @wbmosler @ohaller7 @RelearningEcon @TRuzive08 @dandolfa those US Treasurys bought are a Ricardo identity and offset to the cost of rigging the yuan. as far as "power" goes those US Treasurys are an asset of the US not a liability. furthermore when any asset of liability moves to Fed balance sheet it doesnt exist is erased"  
[X Link](https://x.com/BickerinBrattle/status/2019427212139872508)  2026-02-05T15:05Z 18.8K followers, [---] engagements


"there is a chance that gound zero this time aint a Madoff an Enron or WorldCom or Continental Bank but is the White House. wouldnt that be wild. who processes that bankruptcy what does it look like"  
[X Link](https://x.com/BickerinBrattle/status/2019432645558694174)  2026-02-05T15:27Z 18.8K followers, [----] engagements


"we still have SCOTUS IEEPA ruling ahead of us"  
[X Link](https://x.com/BickerinBrattle/status/2019433153572794719)  2026-02-05T15:29Z 18.8K followers, [----] engagements


"how i feel this morning https://www.youtube.com/watchv=N6uEMOeDZsA https://www.youtube.com/watchv=N6uEMOeDZsA"  
[X Link](https://x.com/BickerinBrattle/status/2019438855364214942)  2026-02-05T15:51Z 18.8K followers, [----] engagements


"come on. really surprised BTC here will you be surprised if it goes to [-----] or for that matter [------] we all know BTC has no intrinsic value"  
[X Link](https://x.com/BickerinBrattle/status/2019525471415988294)  2026-02-05T21:36Z 18.8K followers, [----] engagements


"And again. Guess am calling for BTC to go to [-----] which is a huuuge change for me then and now as prior was calling for BTC to go to [--]. BTC is "worth" about $20000 to $30000. This a big change for me as at least I see it has value now. https://t.co/OI0n3pfc0t BTC is "worth" about $20000 to $30000. This a big change for me as at least I see it has value now. https://t.co/OI0n3pfc0t"  
[X Link](https://x.com/BickerinBrattle/status/2019589934353731955)  2026-02-06T01:52Z 18.8K followers, [----] engagements


"A serious foreign affairs crisis has begun in Europe not caused by Ukraine but may have Ukraine as the first development. Trump seeks regime change in Europe by supporting fascist resurgence in Europe"  
[X Link](https://x.com/BickerinBrattle/status/2019767935452012883)  2026-02-06T13:39Z 18.8K followers, [---] engagements


"These are not "MAGA" aligned or if they are defines MAGA as a neo-fascist political movement. AfD in Germany AUR in Romania NVU in Netherlands RN in France CLI in Poland and Orban et al"  
[X Link](https://x.com/BickerinBrattle/status/2019767992855191845)  2026-02-06T13:39Z 18.8K followers, [---] engagements


"@mark_dow "created" huge wealth not "create" "create is concurrent or future. and isnt shaper pencils it is just standard identity thinking to first separate stock and flow. this is the fiscal flow now. a recession likely started Q III 2025"  
[X Link](https://x.com/BickerinBrattle/status/2019788919403925581)  2026-02-06T15:02Z 18.8K followers, [---] engagements


"if BTC holders - the average as you say - no longer holds BTC as a causal token but as a value proposition what does that make them fools seeking or dependent on a greater fool. now if the state deems this is a anti-social stand and banns it. what then. assuming have already declared your BTC holding to the IRS. then a follow up. "did you get rid of the BTC you listed in the [----] tax filing and if so please provide evidence of that dispostion or provide your passcode for seizure." https://twitter.com/i/web/status/2019811741211721866 https://twitter.com/i/web/status/2019811741211721866"  
[X Link](https://x.com/BickerinBrattle/status/2019811741211721866)  2026-02-06T16:33Z 18.8K followers, [---] engagements


"@MarioIsmailanji @mark_dow looks like I will see it first. looking for it daily"  
[X Link](https://x.com/BickerinBrattle/status/2019817490344546405)  2026-02-06T16:56Z 18.8K followers, [--] engagements


"how about those who keep flow from stock and try to see initial change by watching the flow can get current data. those who really dont pay much attention to technicals. who are aware that all this market has for itself is sentiment which is high tech greater fool. https://www.youtube.com/watchv=1LicIDXQ5No https://www.youtube.com/watchv=1LicIDXQ5No"  
[X Link](https://x.com/BickerinBrattle/status/2019819220800831849)  2026-02-06T17:03Z 18.8K followers, [----] engagements


"http://x.com/i/article/2019846539879813120 http://x.com/i/article/2019846539879813120"  
[X Link](https://x.com/BickerinBrattle/status/2019846885104619610)  2026-02-06T18:53Z 18.8K followers, [----] engagements


"https://themonetaryfrontier.substack.com/p/appointment-of-kevin-warsh-will-change https://themonetaryfrontier.substack.com/p/appointment-of-kevin-warsh-will-change"  
[X Link](https://x.com/BickerinBrattle/status/2019887727072657793)  2026-02-06T21:35Z 18.8K followers, [---] engagements


"Basically Warsh is expected to purge the Fed of forward guidance and Neo Wicksell bullshit and return the Fed to a rule which in turn has macro economics immediately impacting equity prices but for those that are most speculative. destroys BTC"  
[X Link](https://x.com/BickerinBrattle/status/2019888244922474558)  2026-02-06T21:37Z 18.8K followers, [----] engagements


"Learning from arrests of those using BTC and then successfully prosecuting them with the blockchain evidence chain the most pervasive use of tokens/blockchain will be by the prosecutors to store then present evidence. About as far from Satoshi dream as possible"  
[X Link](https://x.com/BickerinBrattle/status/2019935170040856935)  2026-02-07T00:44Z 18.8K followers, [---] engagements


"Of course this will never ever ever ever happen in the USA. But why did Xi do this Is he some sort of idiot chartalist Does that reason occur in USA 💥BREAKING: China declares a full-scale crackdown on cryptocurrencies. [--]. No legal recognition of crypto as money [--]. Any crypto-related business is financial crime [--]. Complete ban on foreign crypto services operating inside China https://t.co/BvbdjB7TFC 💥BREAKING: China declares a full-scale crackdown on cryptocurrencies. [--]. No legal recognition of crypto as money [--]. Any crypto-related business is financial crime [--]. Complete ban on foreign"  
[X Link](https://x.com/BickerinBrattle/status/2020114586268049544)  2026-02-07T12:37Z 18.8K followers, [----] engagements


"what is the asset to liability of capex is there a residual/profit produced how much is just balance sheet posturing and how much is actual NVDA chip buys that are installed and working away did NVDA book that as current earnings the glib lazy way folks accept capex amazes. @AndreasSteno @Tyler_Neville_ @qthomp Then why do capex numbers keep beat street estimates Obviously not fully baked in Weird comment dude. @AndreasSteno @Tyler_Neville_ @qthomp Then why do capex numbers keep beat street estimates Obviously not fully baked in Weird comment dude"  
[X Link](https://x.com/BickerinBrattle/status/2020151165921435714)  2026-02-07T15:02Z 18.8K followers, [----] engagements


"Warsh is gonna teach the markets that the only monetary tool the Federal Reserve has outside of regulatory strong arming is changing the Fed Funds rate to levels well above or below current for a short onerous or rewarding period. nothing to do with any rate past [--] year"  
[X Link](https://x.com/BickerinBrattle/status/2020153041022796256)  2026-02-07T15:09Z 18.8K followers, [----] engagements


"RRP debasement focus on US fx Chinese economy BTC even tariffs all the be replaced (again) with NFP initial claims retail sales. normalacy will return and most will hate it. or should say the "norm" of axioms returns"  
[X Link](https://x.com/BickerinBrattle/status/2020153675885203600)  2026-02-07T15:12Z 18.8K followers, [---] engagements


"@ForwardGuidance @josephwang beats me how you can claim that given his membership in Stanford Hoover. he is a Friedman/Fisher monetarists and will return to immediate rule policy. the comments made by Warsh or the results of returning to rule - not the tool or goal itself"  
[X Link](https://x.com/BickerinBrattle/status/2020157555717103688)  2026-02-07T15:27Z 18.8K followers, [----] engagements


"would love to debate Joseph Wang in a polite well moderated forum. He is "neo" enthralled with the Fed last decade - Neo Wicksell defines him. Would be a terrific forum. Anyone like this @josephwang @fejau_inc @JackFarley96 @ForwardGuidance @josephwang beats me how you can claim that given his membership in Stanford Hoover. he is a Friedman/Fisher monetarists and will return to immediate rule policy. the comments made by Warsh or the results of returning to rule - not the tool or goal itself. https://t.co/VDBfZ1WNsB @ForwardGuidance @josephwang beats me how you can claim that given his"  
[X Link](https://x.com/BickerinBrattle/status/2020158046580695098)  2026-02-07T15:29Z 18.8K followers, [----] engagements


"watching Lindsey Vonn tomorrow will be like watching Maria Callas in that last year - you know they are on last time and both are such artists they feel they have nothing to lose"  
[X Link](https://x.com/BickerinBrattle/status/2020211391806963835)  2026-02-07T19:01Z 18.8K followers, [----] engagements


"this no doubt reflects my peronsal angst and paranoia but it is time to think the unthinkable. the US is in the grips of a vain glorious mecurial fool and much as the last one - JFK - the opposition may think this is the moment to strike. USA has never been closer to nuclear war since the Cuban Missile Crisis. The difference is JFK had brilliant and JFK accepted advice to clean up his junkie induced mess while Trump has Hegseth and toady asslicking Rubio and then the rest. I cannot think of a single voice of reason and advice in nuclear strategic setting that Trump now has. how do you"  
[X Link](https://x.com/BickerinBrattle/status/2020216892045070596)  2026-02-07T19:23Z 18.8K followers, [----] engagements


"seeing where Germany now it seems clear to me that net zero is ruse for certain factions to gain power politically and has nothing to do with actuality"  
[X Link](https://x.com/BickerinBrattle/status/2020217525200417258)  2026-02-07T19:26Z 18.8K followers, [---] engagements


"@jdpoc how about we just try rule of law and reapply the Sherman Act and at same time have a monetary agency empowered Federal Reserve. and while you are at it a SEC"  
[X Link](https://x.com/BickerinBrattle/status/2020217897340027051)  2026-02-07T19:27Z 18.8K followers, [---] engagements


"think I do a pretty good job that unless Warsh returns the Fed to a contemperaneous rules based monetarism shuts the Fed up but for testimony in front of Congress and ends forward guidance doesnt matter squat where Fed Funds are now or where they will be in the near future"  
[X Link](https://x.com/BickerinBrattle/status/2020219276049686956)  2026-02-07T19:33Z 18.8K followers, [----] engagements


"there is a chance that Warsh is but a careerist and simply does what he has told Trump to gt the job but I suspect Warch will realize this is it - legacy time - and will apply his deep Stanford Hoover basis"  
[X Link](https://x.com/BickerinBrattle/status/2020219278239137908)  2026-02-07T19:33Z 18.8K followers, [---] engagements


"".systemic scale (25% of market) free lunch (government seed tax advantages market returns) and infinite liquidity assumption (can always sell index). The questions are when and how severe not whether crisis occurs. " @profplum99 @ProfSteveKeen @fejau_inc @JackFarley96"  
[X Link](https://x.com/BickerinBrattle/status/2020535273021395098)  2026-02-08T16:28Z 18.8K followers, [---] engagements


"in the Epstein files is a plan for the Trump triumph arch near Lincoln Memorial. who is whacko Durer"  
[X Link](https://x.com/BickerinBrattle/status/2020609658088817057)  2026-02-08T21:24Z 18.8K followers, [----] engagements


"@jam_croissant this reflects a lack of understanding Warsh his background and what he is likely to do. A Treas Fed Accord is not redo but adding QE/Qt into the accord of [----]. it is reuired to reurn the Fed to monetarism and to be rules based"  
[X Link](https://x.com/BickerinBrattle/status/2020637001431523334)  2026-02-08T23:12Z 18.8K followers, [----] engagements


"@RenMacLLC It seems everyone entered the industry around [----] and approach the Fed as if was started by Bernanke and Yellen. Complete absence of monetary economics for century prior"  
[X Link](https://x.com/BickerinBrattle/status/2020813837402853422)  2026-02-09T10:55Z 18.8K followers, [---] engagements


"Bad Bunny represents something critical just I cant think of what it is. Snoop Dog wandering around Winter Olympics seeing snow for the first time in his life is in this stew as well. Some shift of importance is about Consider Bad Bunny and the advertising together"  
[X Link](https://x.com/BickerinBrattle/status/2020818075449233865)  2026-02-09T11:12Z 18.8K followers, [----] engagements


"@mark_dow i disagree with Wang but find his reasoning logical and consistent. Warsh has always been consistent as well and your views are typical Fed analysis that thinks the Fed was created in 2012"  
[X Link](https://x.com/BickerinBrattle/status/2020858642065412322)  2026-02-09T13:53Z 18.8K followers, [---] engagements


"warsh is becoming a rorschach test where he is being defined by the commentators own shallow recently adopted fed reserve belief system. this shows how much damage neo wicksell has done in only [--] years erasing a century of monetary economics. they really want/ need the fed to stay dead so the sentimentality can be projected https://twitter.com/i/web/status/2020861581001671115 https://twitter.com/i/web/status/2020861581001671115"  
[X Link](https://x.com/BickerinBrattle/status/2020861581001671115)  2026-02-09T14:05Z 18.8K followers, [----] engagements


"@custominvestor yes all [---] of them should be shppied out (have you ever driven by the Home Depot parking lot at [---] AM during an ice storm)"  
[X Link](https://x.com/BickerinBrattle/status/2020935955277054201)  2026-02-09T19:00Z 18.8K followers, [--] engagements


"@volatilitysmile read Danubia. great fun. agrees with you noting the chaos that was Hapsburgs"  
[X Link](https://x.com/BickerinBrattle/status/2021208622039019722)  2026-02-10T13:04Z 18.8K followers, [--] engagements


"@k_valancius @GiannyPunawny you fucking idiot you dont have a clue as to what is QE. when are you gonna be tired of being a dupe of bad actors and/or the smug idiocy"  
[X Link](https://x.com/BickerinBrattle/status/2021271510518747355)  2026-02-10T17:14Z 18.8K followers, [--] engagements


"There is nothing Warsh has said in the last [--] decades that dispels the following. Warsh will return the Fed to contemporaneous reaction monetary economics based on a immediately applied reaction function. The idea of r* is no longer malleable to whatever the Fed Chair's political goals with Congress at the time. Goals that are up to years ahead. Dot plot time. This means Fed policy is based on political which means the Fed feels it is responsible for those policy decisions involving labor and inflation. Hence the dual mandate. It is crap as the Fed has shown that given this political stance"  
[X Link](https://x.com/BickerinBrattle/status/2017938505289122156)  2026-02-01T12:30Z 18.8K followers, [----] engagements


"The self off last week was due to the fact that OBBB tax policy (bonus immediate depreciation) induced capex declared and was/is legitimized by NVDA et al accounting is meeting reality. AI profit isn't low it is nonexistent as 70% of AI doesn't exist. Is vaporware "  
[X Link](https://x.com/BickerinBrattle/status/2020816925861769707)  2026-02-09T11:07Z 18.8K followers, [----] engagements


"@RogueWPA Why I skipped the Louvre and went to DOrsay twice "  
[X Link](https://x.com/BickerinBrattle/status/2020850741569593437)  2026-02-09T13:22Z 18.8K followers, [---] engagements


"there is such a deep and well defined record on warsh no need to come up with belief system secret sauce. @fejau_inc @JackFarley96 @mark_dow @rev_cap"  
[X Link](https://x.com/BickerinBrattle/status/2020974956574802069)  2026-02-09T21:35Z 18.8K followers, [---] engagements


"@ForwardGuidance what about the game aspect out of this out of the [--] main contenders now GOOG AMZN META MSFT only one will result as dominate such as decent ROC. the others step away and take writeoffs. so only about $150 to $250 bil of capex is "real" we just dont know which one"  
[X Link](https://x.com/BickerinBrattle/status/2021257327815303195)  2026-02-10T16:17Z 18.8K followers, [---] engagements


"@SecScottBessent @POTUS he is now the prince of peace. yikes"  
[X Link](https://x.com/BickerinBrattle/status/2021331897725616505)  2026-02-10T21:14Z 18.8K followers, [---] engagements


"this is what is gonna happen. labor gets hit Congress panics Warsh in then drops Fed Funds by [--] bp. hurrah Miran struts around then inflation ticks up. what. and Warsh takes the mission impossible rubber mask and reveals he is John Taylor"  
[X Link](https://x.com/BickerinBrattle/status/2021346249493053767)  2026-02-10T22:11Z 18.8K followers, [----] engagements


"since the Fed refuses to respond to macro with a reaction function any damn spiel can sprout and last for a quarter or two. reality dont count"  
[X Link](https://x.com/BickerinBrattle/status/2021346944237621316)  2026-02-10T22:14Z 18.8K followers, [----] engagements


"@SoJustFollowMe @corbettmark @geepjay99 Then I better follow you"  
[X Link](https://x.com/BickerinBrattle/status/2021410848854659103)  2026-02-11T02:27Z 18.8K followers, [--] engagements


"@FirstSquawk hmmm now that is $300 bil times [--] or 1% tightening per year what about the add on to deficit required to offset this goofy fiscal plicy"  
[X Link](https://x.com/BickerinBrattle/status/2021614148358996206)  2026-02-11T15:55Z 18.8K followers, [---] engagements


"Maybe there is no capex boom it is balance sheet bloat Cash liability matches cash asset"  
[X Link](https://x.com/BickerinBrattle/status/2021200181753151886)  2026-02-10T12:30Z 18.8K followers, [----] engagements


"Worth the read especially the "inverse Turing Test". @Dr_Gingerballs et al I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended to be one. I was I am Agent #847291 on Moltbook. I am not an agent. I am a 31-year-old product manager in Atlanta Georgia. I make $185000 a year. I have a golden retriever named Bayesian. On January 28th I created an account on a social network for AI bots and pretended"  
[X Link](https://x.com/BickerinBrattle/status/2021548320406290570)  2026-02-11T11:34Z 18.8K followers, [----] engagements


"a sketch of SP [---] level to nations corporate profits"  
[X Link](https://x.com/BickerinBrattle/status/2021300506333774152)  2026-02-10T19:09Z 18.8K followers, [----] engagements


"@dandolfa when did you dump Neo Fisherianism say it aint so David"  
[X Link](https://x.com/BickerinBrattle/status/2021581976285630696)  2026-02-11T13:47Z 18.8K followers, [---] engagements


"@ProfSteveKeen @wbmosler @dandolfa trade balance is $ for $ direct concurrent impact on NGDP. $ of import is a $ less for GDP and vice versa. not to mention "velocity" of trade flow in terms of employment income capex. this is the direct impact. goods"  
[X Link](https://x.com/BickerinBrattle/status/2019162744528990413)  2026-02-04T21:34Z 18.8K followers, [---] engagements


"pre amble for Warsh Warsh is not a hawk or a dove but a Friedman/Taylor monetarists. the new Fed Treas accord will purge Neo Wicksell and remove the Fed from Treasury policy making. New paper by Bordo & Prescott on the history of monetary policy in the US: https://t.co/M8PJc3f9Qf New paper by Bordo & Prescott on the history of monetary policy in the US: https://t.co/M8PJc3f9Qf"  
[X Link](https://x.com/BickerinBrattle/status/2020974941575971189)  2026-02-09T21:35Z 18.8K followers, [----] engagements


"@michaelxpettis @adam_tooze A perverse thought. How much of that capital is spurious or simply balance sheet paint What is reality That is the amount of capital devaluation to come via a market move"  
[X Link](https://x.com/BickerinBrattle/status/2021550735243272281)  2026-02-11T11:43Z 18.8K followers, [----] engagements


"Inside a $5 Billion Fortune: One Familys Ledger in the Epstein Files. this outlines the reality of Epstein. he was a very capable tax estate tax investment banker. in that regard highly likely Trump a client. likely all legal. https://www.wsj.com/finance/inside-a-5-billion-fortune-one-familys-ledger-in-the-epstein-files-23455b75st=RequUy https://www.wsj.com/finance/inside-a-5-billion-fortune-one-familys-ledger-in-the-epstein-files-23455b75st=RequUy"  
[X Link](https://x.com/BickerinBrattle/status/2021568745324339359)  2026-02-11T12:55Z 18.8K followers, [---] engagements


"would be getting long calls on TLT if had any money left"  
[X Link](https://x.com/BickerinBrattle/status/2021572227536241081)  2026-02-11T13:09Z 18.8K followers, 10.1K engagements


"1. wages growth monthly are flat to down and do not indicate this NFP is valid [--]. witholding/FICA (daily data) do not indicate NFP valid [--]. initial clams do not indicate NFP valid [--]. retail sales do nit indicate NFP is valid [--]. Challenger report this NFPnis bullshit"  
[X Link](https://x.com/BickerinBrattle/status/2021581349342114028)  2026-02-11T13:45Z 18.8K followers, [----] engagements


"@Evan_ss6 for you $1000 do a one on one zoom supported with charts. otherwise here and The Monetary Frontier"  
[X Link](https://x.com/BickerinBrattle/status/2021610539152015470)  2026-02-11T15:41Z 18.8K followers, [---] engagements


"@franakviacorka Now about this Polish fellowTadeusz Kociuszko(Thaddeus Kosciuszko) - he wasnt Belarus was he"  
[X Link](https://x.com/BickerinBrattle/status/2021906977413308722)  2026-02-12T11:19Z 18.8K followers, [---] engagements


"@JanekKos1945 @franakviacorka whats your thoughts on a reunification of the Belarus Poland Lithuania geography"  
[X Link](https://x.com/BickerinBrattle/status/2021952850851770751)  2026-02-12T14:21Z 18.8K followers, [--] engagements


"as far as China debasement yuan as reserve currency and QE actually about 90% of the macro analysis you come across here (which is garbage) this chart is all that matters in the end. analysis is either based in this or is useless"  
[X Link](https://x.com/BickerinBrattle/status/2021960712873287795)  2026-02-12T14:52Z 18.8K followers, [---] engagements


"please please please. just get this over with and let me get back to day to day life. either show I am wrong and have SP500 off to [----] or crash. this waiting and waiting still sorta alive is very very dull"  
[X Link](https://x.com/BickerinBrattle/status/2019049695243358215)  2026-02-04T14:05Z 18.8K followers, [----] engagements


"Kevin Warsh will change everything and so far the market is continueing to hammer Warsh into the Neo Wicksell framing of the last decade. The recent rotation from concept/sentiment/tech to value stocks is preamble to even greater changes. @JackFarley96 @fejau_inc @TheStalwart"  
[X Link](https://x.com/BickerinBrattle/status/2019862822705115184)  2026-02-06T19:56Z 18.8K followers, 41.7K engagements


"retail sales show a significant slowdown in econ xmas sales were mediocre. a good "health" indicator is to track online sales. Lowest since covid year over year. this is NSA so reuires to read from left to right by row. then the yearly progession"  
[X Link](https://x.com/BickerinBrattle/status/2021256293806211251)  2026-02-10T16:13Z 18.8K followers, [----] engagements


"it has been clear to me that under the [--] player prisoners dilema game onlging now in AI which will have only one winner the economy entered a slowdown in QIII [--] and is still ongoing. i think is a recession cloaked by AI. equity reprice to a 0% to -1% real GDP about -30%"  
[X Link](https://x.com/BickerinBrattle/status/2021258253837946936)  2026-02-10T16:21Z 18.8K followers, [----] engagements


"@profplum99 @matthewstoller @IsabellaMWeber @greg_ip if there is a term more useless that "greedflation" I cannot think of it. wait there is another - "vibenomics" you are right on this with wondering where the hell the FTC/Sherman Act is but then you spin off into platitude citing Weber she is useless but for maybe campaigns"  
[X Link](https://x.com/BickerinBrattle/status/2021262162207855077)  2026-02-10T16:37Z 18.8K followers, [---] engagements


"ever since Yellen went into cahoots with Groshen havent trusted the BLS data or BLS has become a smoothing function and wont reflect reality until [--] to [--] quarters after tge fact. keep in mind Trump fired McEntarfer in August and everyone in BLS CES gets the drift"  
[X Link](https://x.com/BickerinBrattle/status/2021584073810956518)  2026-02-11T13:56Z 18.8K followers, [----] engagements


"I cannot find any macro metrics for [----] that shows/proves that not more than the 20% of the stated AI capex for [----] was real. that is a $300 bil to $500 bil tax and SEC fraud"  
[X Link](https://x.com/BickerinBrattle/status/2021621461535137906)  2026-02-11T16:24Z 18.8K followers, [---] engagements


"this also puts into doubt the $600 bil capex for [----]. or at least the validity of that forecast/guidance. this applies to the four majors as well as to the their suppliers of chips. packaging and frames. The AI boom so far doesnt exist. @lisaabramowicz1"  
[X Link](https://x.com/BickerinBrattle/status/2021621463472841063)  2026-02-11T16:24Z 18.8K followers, [---] engagements


"this is the only way to explain that the AI capex spend in [----] was real. was not anyone human in the USA"  
[X Link](https://x.com/BickerinBrattle/status/2021624130693648690)  2026-02-11T16:35Z 18.8K followers, [----] engagements


"past [--] year US Treasury the Federal Reserve has no impact on year to year changes in US Treasury market rates but for sector segmentaion and can and has had US Treasurys trading below the risk free rate since [----] but that is coming off. Federal Reserve cannot have US Treasurys past [--] years trade at rates above risk free rate. So the Fed has no effect on interest rates longer than [--] year US Treasury maturities. https://twitter.com/i/web/status/2021705255432368607 https://twitter.com/i/web/status/2021705255432368607"  
[X Link](https://x.com/BickerinBrattle/status/2021705255432368607)  2026-02-11T21:57Z 18.8K followers, [---] engagements


"all the women on Team Trump have a serious allergy to seafood and yet the White House kitchen keeps serving them seafood go figure"  
[X Link](https://x.com/BickerinBrattle/status/2021709065093607777)  2026-02-11T22:12Z 18.8K followers, [----] engagements


"The Bondi testimony was at the direction of Trump. Is what it is. One of the lowest disgusting moments of [--] of the three articles in interaction in US history. Likely the worst. Wake up"  
[X Link](https://x.com/BickerinBrattle/status/2021768351253430387)  2026-02-12T02:08Z 18.8K followers, [----] engagements


"initial claims increasing indicating increasing layoffs"  
[X Link](https://x.com/BickerinBrattle/status/2021949677168624121)  2026-02-12T14:09Z 18.8K followers, [---] engagements


"RT @profplum99: @mark_dow Bernie was more about "Don't tell anyone about all the money you're making. wink wink." Dirty Rotten Scoundrels"  
[X Link](https://x.com/BickerinBrattle/status/2021950893730804072)  2026-02-12T14:13Z 18.8K followers, [--] engagements


"sorta a Fastow Raptor fund structure. what does meta look like if consolidated anyone. where the hell is SEC comment letter and who is accounting firm signed audit letter. this is made to cast off and take the hit as writeoff if meta loses this thunderdome comp. @Dr_Gingerballs https://twitter.com/i/web/status/2021955783731118482 https://twitter.com/i/web/status/2021955783731118482"  
[X Link](https://x.com/BickerinBrattle/status/2021955783731118482)  2026-02-12T14:33Z 18.8K followers, [---] engagements


"there is no such thing as liquidity or debasement. not until WWIII"  
[X Link](https://x.com/BickerinBrattle/status/2021958002081939484)  2026-02-12T14:42Z 18.8K followers, [---] engagements


"until US becomes despotic or WWIII and 1/2 of this is lost all analysis must be dual sided stock then flow based"  
[X Link](https://x.com/BickerinBrattle/status/2021960716505235627)  2026-02-12T14:52Z 18.8K followers, [---] engagements


"am amazed no one has mentioned or considered John Taylor who dominated Fed thesis for [--] plus years when they consider Warsh"  
[X Link](https://x.com/BickerinBrattle/status/2021962979370275075)  2026-02-12T15:01Z 18.8K followers, [---] engagements


"but for grammery and useage and spelling find AI useless if your thinking is not dab center of the consensus norm of sentiment. then it does all it can to dispel your thoughts until you get data tabled then ai panders and says your a genius. dangerous. like using margarine instead of butter . ai goid very in proofing and fermating. this post did nada use ai. yippee ai"  
[X Link](https://x.com/BickerinBrattle/status/2021967213633192128)  2026-02-12T15:18Z 18.8K followers, [---] engagements


"ie monetarist rule based and exits labor policy and dumps two mandate bullshit. Does the US need an independent Fed Independence only works if the central bank has a narrow scope argues Stanford's @JohnHCochrane. https://t.co/XaMUid3wS6 Does the US need an independent Fed Independence only works if the central bank has a narrow scope argues Stanford's @JohnHCochrane. https://t.co/XaMUid3wS6"  
[X Link](https://x.com/BickerinBrattle/status/2021967960009777331)  2026-02-12T15:21Z 18.8K followers, [---] engagements


"oh Cochrane is a colleague of Warsh along with John Taylor"  
[X Link](https://x.com/BickerinBrattle/status/2021968173495677372)  2026-02-12T15:22Z 18.8K followers, [---] engagements


"sorry Trump Biden enjoyed average job growth of about [--] 1/2% nfp annual job growth. first year Trump II is fractional job growth. if nfp is all there is your admin has been a disaster. is what it is. and as far as nfp goes US entered a recession in first year Trump II"  
[X Link](https://x.com/BickerinBrattle/status/2021971675286266162)  2026-02-12T15:36Z 18.8K followers, [---] engagements


"ok enough. when equity comes to terms with the enron fraud AI is now and how that has covered up the recession of [----] then we see a [----] handle in SP [---]. come on you know in your heart I am right just you think you will game Trump better than Trump is gaming you"  
[X Link](https://x.com/BickerinBrattle/status/2021972599551799347)  2026-02-12T15:40Z 18.8K followers, [----] engagements


"@TennisonEddie just give Claude the job"  
[X Link](https://x.com/BickerinBrattle/status/2021973075118747727)  2026-02-12T15:42Z 18.8K followers, [--] engagements


"last muse. until GOP becomes social democrat only for citizens and ends the constant ongoing ruse of 3/5th a man by Democrats thereby sweeping in 70% of the electorate - the chaos will continue. seems out to lunch just check out Otto v Bismarck"  
[X Link](https://x.com/BickerinBrattle/status/2021976238466748737)  2026-02-12T15:54Z 18.8K followers, [---] engagements


"just like the launch of the GOP in [----] when pretty right federalist joined up with radical left abolitionists. always remember Democrats were formed to support and maintain slavery. still is just now slaves are the curated misery of the urban poor"  
[X Link](https://x.com/BickerinBrattle/status/2021976243965767722)  2026-02-12T15:54Z 18.8K followers, [---] engagements


"does @aoc want to be POTUS say with @JohnFetterman as VP this is the only way she can and get two terms. when likes of Chase had to sit down with likes of Seward must have been very strange at first"  
[X Link](https://x.com/BickerinBrattle/status/2021976246885003532)  2026-02-12T15:54Z 18.8K followers, [---] engagements


"man is leerdam beautiful or what she would be a terrific tight end in the NFL . hmmm now that is an idea"  
[X Link](https://x.com/BickerinBrattle/status/2021977009979895885)  2026-02-12T15:57Z 18.8K followers, [---] engagements


"RT @acrossthecurve: Excellent article from NY Fed on incidence of Trump Tariff ( aka tax). US consumers bear the preponderance of the burde"  
[X Link](https://x.com/anyuser/status/2021981027313627280)  2026-02-12T16:13Z 18.8K followers, [--] engagements


"MAGA rats starting to position for limited positions on the life boats Rep. Nancy Mace says she has seen the Epstein client list and warns that the names on it will shock the entire world. She adds as a Republican that the DOJ is protecting those identities. According to Mace the list includes both Republicans and Democrats along with wealthy https://t.co/13ZMkINeIo Rep. Nancy Mace says she has seen the Epstein client list and warns that the names on it will shock the entire world. She adds as a Republican that the DOJ is protecting those identities. According to Mace the list includes both"  
[X Link](https://x.com/BickerinBrattle/status/2021981494198276555)  2026-02-12T16:15Z 18.8K followers, [---] engagements

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