# ![@CaveManDrawing Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::893115871958269952.png) @CaveManDrawing Cave Man

Cave Man posts on X about inflation, stocks, market cap, $fxy the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::893115871958269952/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893115871958269952/c:line/m:interactions.svg)

- [--] Week [-----] -46%
- [--] Month [-----] +240%
- [--] Months [------] +317%
- [--] Year [------] -8.80%

### Mentions: [--] [#](/creator/twitter::893115871958269952/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893115871958269952/c:line/m:posts_active.svg)

- [--] Month [--] +21%
- [--] Months [---] +118%
- [--] Year [---] +15%

### Followers: [---] [#](/creator/twitter::893115871958269952/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893115871958269952/c:line/m:followers.svg)

- [--] Week [---] +0.46%
- [--] Month [---] +2.90%
- [--] Months [---] +3.90%
- [--] Year [---] +26%

### CreatorRank: [---------] [#](/creator/twitter::893115871958269952/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::893115871958269952/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  54.69% [stocks](/list/stocks)  23.44% [technology brands](/list/technology-brands)  7.03% [countries](/list/countries)  3.91% [currencies](/list/currencies)  3.91% [cryptocurrencies](/list/cryptocurrencies)  3.13% [social networks](/list/social-networks)  1.56% [automotive brands](/list/automotive-brands)  1.56% [financial services](/list/financial-services)  0.78% [travel destinations](/list/travel-destinations)  0.78%

**Social topic influence**
[inflation](/topic/inflation) 7.03%, [stocks](/topic/stocks) 6.25%, [market cap](/topic/market-cap) 4.69%, [$fxy](/topic/$fxy) #7, [debt](/topic/debt) 4.69%, [$hyg](/topic/$hyg) #14, [$tlt](/topic/$tlt) 3.91%, [$wfc](/topic/$wfc) 3.91%, [gold](/topic/gold) 3.91%, [$edv](/topic/$edv) 3.91%

**Top accounts mentioned or mentioned by**
[@scorpioalejand](/creator/undefined) [@nickgerli1](/creator/undefined) [@mikezaccardi](/creator/undefined) [@qualtrim](/creator/undefined) [@tipswatch](/creator/undefined) [@michaeljburry](/creator/undefined) [@dannydayan5](/creator/undefined) [@barchart](/creator/undefined) [@fcnightingale](/creator/undefined) [@coffeecapital](/creator/undefined) [@wisdomtreefunds](/creator/undefined) [@gurufocusc](/creator/undefined) [@misterspread](/creator/undefined) [@dowdedward](/creator/undefined) [@jamcroissant](/creator/undefined) [@restructuring](/creator/undefined) [@junkbondinvest](/creator/undefined) [@techlongshort](/creator/undefined) [@paulomacro](/creator/undefined) [@billackman](/creator/undefined)

**Top assets mentioned**
[Wells Fargo & Co (WFC)](/topic/$wfc) [JPMorgan Chase (JPM)](/topic/$jpm) [NVIDIA Corp. (NVDA)](/topic/$nvda) [GammaSwap (GS)](/topic/$gs) [SPDR GOLD ETF (GLD)](/topic/$gld) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Newmont Corporation (NEM)](/topic/$nem) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Markel, Corp. (MKL)](/topic/$mkl) [Molina Healthcare, Inc. (MOH)](/topic/$moh) [Royal Gold Inc (RGLD)](/topic/$rgld) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Gold Royalty Corp. (GROY)](/topic/$groy) [ASA GOLD AND PRECIOUS METALS LIMITED (ASA)](/topic/$asa) [Capital One Financial Corp. (COF)](/topic/$cof) [Exxon Mobil (XOM)](/topic/$xom) [Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@GurufocusC $PDD $59.52 Billion Cash $144 Billion Market cap Market value comprised of 41% cash"  
[X Link](https://x.com/CaveManDrawing/status/2019135451488248250)  2026-02-04T19:46Z [---] followers, [---] engagements


"@TipsWatch $WIP international inflation protected security ETF Inflation protection & dollar decline protection Good shopping list for individual picks"  
[X Link](https://x.com/CaveManDrawing/status/2014855173378621919)  2026-01-24T00:18Z [---] followers, [--] engagements


""Yield spread is tighter than a Scotsman's wallet" -Elliott Wave International The Three-Decade Extreme in a Critical Yield Spread: $HYG $QLTA $JNK $HYG via @YouTube https://youtu.be/9HoPqLJnuYgsi=h-jrYuO1vyJ5xonG https://youtu.be/9HoPqLJnuYgsi=h-jrYuO1vyJ5xonG"  
[X Link](https://x.com/CaveManDrawing/status/2020924893630808153)  2026-02-09T18:16Z [---] followers, [--] engagements


"@F_Compounders An investor gets $2.09 in assets for every $1.00 invested. This might not be enough to cover the risk of those assets declining in value. A deep value investor might require a larger margin of safety. $MKL"  
[X Link](https://x.com/CaveManDrawing/status/2012250809166147910)  2026-01-16T19:49Z [---] followers, [---] engagements


"Our most recent fed tightening cycle is now about [---] bps cumulative. (-2% including Quantitative Easing to +4.64% including 100bps of Quantitative Tightening) This large amount of tightening [---] bps is common before major recessions. Buyer Beware $JNK $HYG $TLT $GS $WFC"  
[X Link](https://x.com/CaveManDrawing/status/2018427707327983677)  2026-02-02T20:54Z [---] followers, [---] engagements


"@KoyfinCharts Was an excellent alternative to risk assets starting in [----]. Wondering if history will repeat soon"  
[X Link](https://x.com/CaveManDrawing/status/2019196514070155509)  2026-02-04T23:48Z [---] followers, [--] engagements


"@michaeljburry Little bit more and you're getting a company for free like investors did in [----] and close to free in [----]. $MOH"  
[X Link](https://x.com/CaveManDrawing/status/2019855044070310307)  2026-02-06T19:25Z [---] followers, [---] engagements


"The Case for IMF Gold Sales by Tim Hirschel-Burns et al @ProSyn https://prosyn.org/AOd14az https://prosyn.org/AOd14az"  
[X Link](https://x.com/CaveManDrawing/status/2020235982063169716)  2026-02-07T20:39Z [---] followers, [--] engagements


"@Scorpio_Alejand @DavidWinters59 I'm seeing 74"  
[X Link](https://x.com/CaveManDrawing/status/2020654591747190799)  2026-02-09T00:22Z [---] followers, [--] engagements


"@elliottwaveintl Would be interesting to see the relationship between the dollar and the price of long term bonds. Perhaps no correlation either but certainly tradeable range outliers. $UUP $TLT $EDV $TLH"  
[X Link](https://x.com/CaveManDrawing/status/2020927778552512703)  2026-02-09T18:28Z [---] followers, [---] engagements


"@DannyDayan5 @MisterSpread Supposedly Sw. holds $19249 of gold per resident (needs verification). Could be why everyone is valuing their currency so high Tbh $19K doesn't seem like much to be priced as if their currency is fully backed by gold. $GLD"  
[X Link](https://x.com/CaveManDrawing/status/2020935296616133040)  2026-02-09T18:58Z [---] followers, [--] engagements


"@DannyDayan5 @MisterSpread Sadly it seems as though the Gnomes of Zurich are anticipating a major war with Japan losing. I hope we figure out some smart trade agreements so it never gets close to that scenario"  
[X Link](https://x.com/CaveManDrawing/status/2020937098652688750)  2026-02-09T19:05Z [---] followers, [--] engagements


"@DowdEdward Life insurance could get rocky soon. Might present some decent reinsurance opportunities"  
[X Link](https://x.com/CaveManDrawing/status/2020940994947187160)  2026-02-09T19:20Z [---] followers, [---] engagements


"@crescatkevin During the last three major dollar devaluations the dollar appreciated 85% in [----] and 40% in [----] relative to the Dow then 80% in [----] relative to the Nasdaq. We might see another dollar devaluation appreciation soon"  
[X Link](https://x.com/CaveManDrawing/status/2020952187279491533)  2026-02-09T20:05Z [---] followers, [--] engagements


"@SardonicCapital Your macro stress test thing should be apart of hedge/investment fund interviews"  
[X Link](https://x.com/CaveManDrawing/status/2021260951031296116)  2026-02-10T16:32Z [---] followers, [--] engagements


"@thoughtfulmoney @jam_croissant The P/S Ratio on the S&P [---] $SPY has gone up by 10X since [----]. Revenue could have stayed flat all these years and investors would be up 1000% for nothing other than multiple expansion. The easy money has been made"  
[X Link](https://x.com/CaveManDrawing/status/1996640404557779305)  2025-12-04T17:59Z [---] followers, [----] engagements


"@michaeljburry What are your thoughts of the Japanese Yen $FXY being a possible safe haven again Top line: FXY Bottom line Green line: Yen Priced in US Junk Debt (the Ratio of FXY to US corporate junk bonds $HYG)"  
[X Link](https://x.com/CaveManDrawing/status/2013643683187294446)  2026-01-20T16:04Z [---] followers, [--] engagements


"The inflation adjusted price of gold creates a unique opportunity for mining companies to offload their most unproductive properties often sold as royalties/streams. Never forget how & why so many oil & gas royalties went defunct. Buyer beware. $NEM $RGLD $GROY $B $WPM"  
[X Link](https://x.com/CaveManDrawing/status/2016887841209430106)  2026-01-29T14:55Z [---] followers, [---] engagements


"$10000 saved in Japanese Yen in [----] appreciated to $15000 by the end of the US financial/housing crisis. It is now worth $7087 $FXY"  
[X Link](https://x.com/CaveManDrawing/status/2019150834286874714)  2026-02-04T20:47Z [---] followers, [--] engagements


"@HayekAndKeynes And they are just starting to get their nuclear power back. $FXY"  
[X Link](https://x.com/CaveManDrawing/status/2020938249754361992)  2026-02-09T19:10Z [---] followers, [---] engagements


"@Restructuring__ They're slightly late to the game"  
[X Link](https://x.com/CaveManDrawing/status/2021575754790711807)  2026-02-11T13:23Z [---] followers, [--] engagements


"@Ken_LoveTW So start/raise local and state income/capital gains taxes next"  
[X Link](https://x.com/CaveManDrawing/status/2021685646868217856)  2026-02-11T20:39Z [---] followers, [--] engagements


"RT @FreightAlley: Trucks taken out of service for english speaking violations currently at 88/day. Despite the law existing since the 1930"  
[X Link](https://x.com/CaveManDrawing/status/2022484885882159430)  2026-02-14T01:35Z [---] followers, [---] engagements


"@GurufocusC Last time inflation adjusted gold was this expensive it did not go well for [--] years. Perhaps owning gold through owning gold mining companies is cheaper Although I am nervous because they too have gone up a lot recently. $GLD $NEM $ASA $B"  
[X Link](https://x.com/CaveManDrawing/status/2019141650984104199)  2026-02-04T20:10Z [---] followers, [--] engagements


"RT @kakashiii111: So Nvidia the Orchestrator of GPU Supply and Demand strikes again with yet another circular deal once more using the f"  
[X Link](https://x.com/CaveManDrawing/status/2022482823769395411)  2026-02-14T01:27Z [---] followers, [--] engagements


"RT @chigrl: IN EUROPE.finally listening to consumer demands.what is happening Fiat-to-Jeep owner Stellantis is quietly resurrect"  
[X Link](https://x.com/CaveManDrawing/status/2022484412412354744)  2026-02-14T01:33Z [---] followers, [--] engagements


"RT @markoinny: I think we are close to megacaps announcing pause in AI capex. When it happens we will see US memory stocks drop 50% (Korea"  
[X Link](https://x.com/CaveManDrawing/status/2022485424237609302)  2026-02-14T01:37Z [---] followers, [---] engagements


"RT @McClellanOsc: There is a pretty clearly evident 3.5-4 year cycle in price peaks"  
[X Link](https://x.com/CaveManDrawing/status/2022731638623588559)  2026-02-14T17:56Z [---] followers, [--] engagements


"@Scorpio_Alejand Funny how this trade lesson is rarely spoken about. Media is too busy pushing equities"  
[X Link](https://x.com/CaveManDrawing/status/1979615950115893539)  2025-10-18T18:29Z [---] followers, [---] engagements


"What happens to private equity the insurers they bought and risk assets when the boomer generation starts drawing down their investments AI says [----] is a turning point where a large amount of the country goes from net buyer of risk assets like stocks to net seller"  
[X Link](https://x.com/CaveManDrawing/status/1980023635688714372)  2025-10-19T21:29Z [---] followers, [--] engagements


"@JulianKlymochko Excellent point. How about BDC leverage limits increasing"  
[X Link](https://x.com/CaveManDrawing/status/1980400048098930997)  2025-10-20T22:25Z [---] followers, [--] engagements


"@Scorpio_Alejand I believe another hidden risk to the US financial system would be the reduced flow into insurance products like life annuities etc. As baby boomers retire they will draw from these funds. This could force insurers & PE to sell their float assets (stocks & bonds)"  
[X Link](https://x.com/CaveManDrawing/status/1980608185175048435)  2025-10-21T12:12Z [---] followers, [--] engagements


"@Convertbond Who is $COF dishing off their loans to"  
[X Link](https://x.com/CaveManDrawing/status/1980926278070046928)  2025-10-22T09:16Z [---] followers, [---] engagements


"@Jason rare for rents to decline. Seems like we're back in [----] for some of these areas. $1149 in Myrtle Beach"  
[X Link](https://x.com/CaveManDrawing/status/1980927337782018195)  2025-10-22T09:20Z [---] followers, [--] engagements


"@m3_melody @TreppWire Dimon just spent $5 billion for his pet project. This is how the nations most important banks treat investor and depositor capital"  
[X Link](https://x.com/CaveManDrawing/status/1980932639256444974)  2025-10-22T09:41Z [---] followers, [--] engagements


"@hendry_hugh @DavidBCollum Let's compromise & just buy gold stocks when the market cap values the metal in the ground low relative to the value of Currency in Circulation. Then we swap to physical gold the overall stock market or even bonds when each is respectively priced cheap/est vs CinC. $QQQ $B $GLD"  
[X Link](https://x.com/CaveManDrawing/status/1981031279618294011)  2025-10-22T16:13Z [---] followers, [---] engagements


"@SeidlerCorp @TimyanBankAlert @reosti1967 "if properly presented at the meeting" Size [--] font: "To be deemed "properly presented" shareholder must tap his head and rub his belly while standing on one leg during proposal.""  
[X Link](https://x.com/CaveManDrawing/status/1982541131721457698)  2025-10-26T20:13Z [---] followers, [--] engagements


"@Barchart @ycharts I feel like I am witnessing the courtship stage of a future merger"  
[X Link](https://x.com/CaveManDrawing/status/1982876040725966961)  2025-10-27T18:24Z [---] followers, [--] engagements


"@Monetaryguy589 Is it an issue if rates stay low If volume and rates increase together that seems like it wouldn't be good"  
[X Link](https://x.com/CaveManDrawing/status/1982925029517193340)  2025-10-27T21:39Z [---] followers, [--] engagements


"@timevalueofbtc Emergency rate hike [----] style"  
[X Link](https://x.com/CaveManDrawing/status/1983309797215875270)  2025-10-28T23:07Z [---] followers, [---] engagements


"@InsAgencyOwner @BrianSozzi Read the fine print of everything we sign like credit cards health info phone messages etc. They'll have a way to sell the data"  
[X Link](https://x.com/CaveManDrawing/status/1983868106419155101)  2025-10-30T12:06Z [---] followers, [---] engagements


"@MebFaber Hedging valuation might prove very cheap right now"  
[X Link](https://x.com/CaveManDrawing/status/1984185107284971617)  2025-10-31T09:06Z [---] followers, [--] engagements


"@DanGreenhaus @steveliesman @FerroTV Being near full employment one major thing that has been improving the consumer is gasoline staying low/going lower. As a percent the bottom earners are benefiting most right now with slightly lower gas prices. However it can change quickly. $XOM $UGA"  
[X Link](https://x.com/CaveManDrawing/status/1984308442866085905)  2025-10-31T17:16Z [---] followers, [--] engagements


"@junkbondinvest Excellent point. I hope more are paying attention. Chart below: Blue line high = danger in stocks orange high= danger in bonds light blue line high = danger in both (buy cheap hedge increase cash safer short term bonds) The enterprising investor finds alternatives"  
[X Link](https://x.com/CaveManDrawing/status/1984989948190277931)  2025-11-02T14:24Z [---] followers, [---] engagements


"@Barchart Wouldn't be surprised if the government pushes for a yoga pant strategic reserve"  
[X Link](https://x.com/CaveManDrawing/status/1984997010555261431)  2025-11-02T14:52Z [---] followers, [---] engagements


"@TechLongShort Both can be swapped out for something else. CAPE is similar to P/S some would use P/E or P/Cash flow. Gov. Bonds can be swapped with corporate bonds or bonds of different maturities. It's a massive simplification that can be seen in the chart below:"  
[X Link](https://x.com/CaveManDrawing/status/1985006951760101732)  2025-11-02T15:31Z [---] followers, [--] engagements


"@TechLongShort Sometimes the blue line stocks numerator is expensive vs the [--] yr gov bond orange line denominator. sometimes they're both high and other times low. This could be thought of an asset allocation assistance tool based on valuation of common asset classes"  
[X Link](https://x.com/CaveManDrawing/status/1985008014282129880)  2025-11-02T15:36Z [---] followers, [--] engagements


"@monetarycomm @nickgerli1 Fannie/Freddie have a lot of unused capacity. $FNMA $FMCC"  
[X Link](https://x.com/CaveManDrawing/status/1985062173924569418)  2025-11-02T19:11Z [---] followers, [----] engagements


"@FCNightingale Does this allow them to get out of their property management contracts If not might be a coordinated take down so property managers can bid on assets for near nothing in BK"  
[X Link](https://x.com/CaveManDrawing/status/1986190004536705240)  2025-11-05T21:52Z [---] followers, [---] engagements


"@DowdEdward Interesting chart. Next [---] years might prove to be worth being in the highest quality shortish term fixed income"  
[X Link](https://x.com/CaveManDrawing/status/1986194401446830585)  2025-11-05T22:10Z [---] followers, [--] engagements


"@LukeGromen They have used a "fed put" of some sort for [---] years. The only difference is how low each administration chooses the strike price to be. Too low = deflation/depression too high= inflation inequality & potential civil war"  
[X Link](https://x.com/CaveManDrawing/status/1986197903296119220)  2025-11-05T22:24Z [---] followers, [--] engagements


"@GayBearRes Might not be a bad idea temporarily"  
[X Link](https://x.com/CaveManDrawing/status/1987262734325399840)  2025-11-08T20:55Z [---] followers, [---] engagements


"Chinas Changing Role in Innovation St. Louis Fed https://www.stlouisfed.org/open-vault/2025/nov/china-changing-role-innovation https://www.stlouisfed.org/open-vault/2025/nov/china-changing-role-innovation"  
[X Link](https://x.com/CaveManDrawing/status/1990110866100899957)  2025-11-16T17:32Z [---] followers, [--] engagements


"@infraa_ [----] surprise rate hike coming"  
[X Link](https://x.com/CaveManDrawing/status/1990156850474762555)  2025-11-16T20:35Z [---] followers, [---] engagements


"@PauloMacro The fortunes that have been made recently can be quickly taken away again. $FXY $UUP $HYG $JNK"  
[X Link](https://x.com/CaveManDrawing/status/1990856867032043800)  2025-11-18T18:57Z [---] followers, [---] engagements


"@TradingGuam I'm wondering what the catalyst would be for a massive correction in CHF/JPY"  
[X Link](https://x.com/CaveManDrawing/status/1990859030110015959)  2025-11-18T19:05Z [---] followers, [--] engagements


"@JustinRolls6 @PauloMacro Nothing cataclysmic except for the largest $ amount of bank failures ever & the massive amount of inflation that resulted from "emergency lending facilities" (bailouts) that continue to put the FDIC and taxpayer at risk. $JPM $WFC $GC"  
[X Link](https://x.com/CaveManDrawing/status/1991095168624472529)  2025-11-19T10:44Z [---] followers, [--] engagements


"@shanaka86 Nvidia sales that have not yet been collected is now larger than the market capitalization of [----] out of [----] or 95% of listed US stocks. $NVDA $FXY"  
[X Link](https://x.com/CaveManDrawing/status/1991471212460159155)  2025-11-20T11:38Z [---] followers, [---] engagements


"@BillAckman Investors getting worried because Pulte's push for F2 to accept Bitcoin on mortgage down payments"  
[X Link](https://x.com/CaveManDrawing/status/1991950031600197894)  2025-11-21T19:21Z [---] followers, [---] engagements


"@KurtSupeCPA There is a difference with enabling a child when the price to rent ratio and mortgage rates were low versus where they are today"  
[X Link](https://x.com/CaveManDrawing/status/1991955167416365086)  2025-11-21T19:41Z [---] followers, [--] engagements


"@FCNightingale Her role like many in leadership is to take down a company so private equity can feast on the remains for pennies on the $. Share buybacks at high prices dividends being paid even when earnings drop overpaying using cash for a merger. All common method to drain vital cash"  
[X Link](https://x.com/CaveManDrawing/status/1992704848719138951)  2025-11-23T21:20Z [---] followers, [--] engagements


"@DonMiami3 front office risk taker for Citadel is an oxymoron an actual risk taker is someone that has their own capital at risk not the firms. Making $200K+ trading other people's money and risking not getting a fat bonus doesn't count"  
[X Link](https://x.com/CaveManDrawing/status/1992961065702031526)  2025-11-24T14:18Z [---] followers, [--] engagements


"@UnicusResearch PR campaign to lower the purchase price for private equity"  
[X Link](https://x.com/CaveManDrawing/status/1994140998537199790)  2025-11-27T20:27Z [---] followers, [--] engagements


"@Jkylebass @Finntrade169762 Valuation might be making the Yen another hideout again similar to 2007-2009. There are also Japanese Inflation linked/protected securities. Another war simulation could finish pushing out weak hands"  
[X Link](https://x.com/CaveManDrawing/status/1994762114062483541)  2025-11-29T13:35Z [---] followers, [---] engagements


"Japanese Yen as a Safe Haven $FXY https://www.elibrary.imf.org/view/journals/001/2013/228/article-A001-en.xml#::text=Introductionwithin%20a%20matter%20of%20weeks https://www.elibrary.imf.org/view/journals/001/2013/228/article-A001-en.xml#::text=Introductionwithin%20a%20matter%20of%20weeks"  
[X Link](https://x.com/CaveManDrawing/status/1995528225615671457)  2025-12-01T16:19Z [---] followers, [--] engagements


"@Macrobysunil Too much leverage combined with a spread breaking from norms can easily end in a blow up situation. $GS $JPM $WFC"  
[X Link](https://x.com/CaveManDrawing/status/1995562920550564152)  2025-12-01T18:37Z [---] followers, [---] engagements


"@McFranchisee Are workers not allowed to legally use the bathroom when working"  
[X Link](https://x.com/CaveManDrawing/status/1996526842447294620)  2025-12-04T10:27Z [---] followers, [---] engagements


"@pratik0227 @dmuthuk Recall what their cash reserves were as a percent of market cap was back then. This is the balance sheet aspect"  
[X Link](https://x.com/CaveManDrawing/status/1996533394877096286)  2025-12-04T10:53Z [---] followers, [---] engagements


"If we live in a capitalist system one sector hoarding the earnings of an economy should not last. This is even more true in a system that is not capitalist. Brace yourself. $AAPL $NVDA $TSM $GOOGL $MSFT"  
[X Link](https://x.com/CaveManDrawing/status/1996544786409607297)  2025-12-04T11:39Z [---] followers, [--] engagements


"@biancoresearch @RobertEJeppson It could be a good policy at certain valuations. If they push equities today it might not produce the same "wealth effect" as pushing for equities in [----] [----] [----] [----] & march 2020"  
[X Link](https://x.com/CaveManDrawing/status/1996575583342391499)  2025-12-04T13:41Z [---] followers, [--] engagements


"@biancoresearch @RobertEJeppson Just like when Bush wanted to privatize social security right before a 57% drawdown. It could've been good if they privatized in March 2009"  
[X Link](https://x.com/CaveManDrawing/status/1996576519741719032)  2025-12-04T13:45Z [---] followers, [--] engagements


"@michaeljburry I'd argue a 10% drawdown on "quality" corporate bonds $QLTA and especially a 30% drawdown extended "safe" US treasuries $EDV was pretty spot on. My interpretation of your tweet turned out very well. Thank you Dr B"  
[X Link](https://x.com/CaveManDrawing/status/1997027917411635220)  2025-12-05T19:38Z [---] followers, [--] engagements


"@TipsWatch I stumbled across Jeffrey the same way fantastic individual. Not sure how his thesis on long term treasuries will turn out though considering the potential for deflation IF* stock & housing price multiples contract. *big if"  
[X Link](https://x.com/CaveManDrawing/status/1998439708687229389)  2025-12-09T17:08Z [---] followers, [--] engagements


"@TipsWatch Certainly not a recommendation but longer term treasuries $TLT $EDV (or others of high quality) might be one of the few safe havens in that type of deflationary environment. After such a drawdown might TLT be "the less bad" choice https://youtube.com/shorts/xZ7H6twFkMwsi=58mrmsTPcmj188in https://youtube.com/shorts/xZ7H6twFkMwsi=58mrmsTPcmj188in"  
[X Link](https://x.com/CaveManDrawing/status/1998442399740080444)  2025-12-09T17:19Z [---] followers, [---] engagements


"@FCNightingale $10B cash $7B market cap. Cyclical decline ending + enough debt restructuring/stock+warrant recap - opportunity. Secular decline - buyer beware"  
[X Link](https://x.com/CaveManDrawing/status/1999878231395271095)  2025-12-13T16:25Z [---] followers, [--] engagements


"@nickgerli1 Cash out refinance then default cycle seems near. However higher rates & standards actually might be preventing some from qualifying to do so this time. Hopefully that means it won't cause a banking crash again"  
[X Link](https://x.com/CaveManDrawing/status/2002349220255105416)  2025-12-20T12:03Z [---] followers, [--] engagements


"@nickgerli1 I'm wondering if we're at the peak of baby boom accumulation/savings rate. As they retire the opposite could happen and the correction then happens as they progressively earn less & need to offload assets (second home/stocks/bonds) to pay bills"  
[X Link](https://x.com/CaveManDrawing/status/2002350407029281050)  2025-12-20T12:08Z [---] followers, [--] engagements


"@TOzgokmen @nickgerli1 We're primed for a correction the question is will it be slow and steady or quick and devastating. Slow- 1962-1982 Quick - [----] tech [----] & nifty [--] Hoping we can slowly & steadily grow out of this financial cancer"  
[X Link](https://x.com/CaveManDrawing/status/2002351945487409277)  2025-12-20T12:14Z [---] followers, [--] engagements


"@European_DGI @dividendology 1% buyback excise tax just started in the US. Like the income tax don't be surprised if it increases"  
[X Link](https://x.com/CaveManDrawing/status/2002832683756655025)  2025-12-21T20:04Z [---] followers, [--] engagements


"@Aarondklein @Jeremy_Kress Almost as if some have a hidden agenda and need a crisis for it to be implemented. $JPM $GS $WFC https://youtu.be/ApkEgP7uzSYsi=wHdrBXQB6EzS2tHW https://youtu.be/ApkEgP7uzSYsi=wHdrBXQB6EzS2tHW"  
[X Link](https://x.com/CaveManDrawing/status/2003134495961264620)  2025-12-22T16:04Z [---] followers, [--] engagements


"@GaryBohm5 currency debasement has limits when a system gets too financialized. FDIC protecting about .75% of all deposits (1.4% for insured) will not be enough. The fed might try but at a certain point they can only do so much"  
[X Link](https://x.com/CaveManDrawing/status/2003554064806916363)  2025-12-23T19:51Z [---] followers, [---] engagements


"@AJButton2 @TedHZhang @standuquesne All great news for a cyclical company can mean peak margins. If this occurs at lofty valuations big money could suspect we are at a turning point and is starting to exit. $NVDA"  
[X Link](https://x.com/CaveManDrawing/status/2003788339997188343)  2025-12-24T11:22Z [---] followers, [--] engagements


"@GlobalMktObserv Another 2% and the remaining 95.4% employed consumers might benefit from deflation"  
[X Link](https://x.com/CaveManDrawing/status/2003803113594232850)  2025-12-24T12:21Z [---] followers, [--] engagements


"@BillAckman Excellent find. Thanks for the share"  
[X Link](https://x.com/CaveManDrawing/status/2003835166280822828)  2025-12-24T14:28Z [---] followers, [--] engagements


"Got a hunch investors are soon going to be reminded of the role high quality fixed income plays in a portfolio. $HYG $JNK $BND $AGG $SHY $LTPZ $EDV"  
[X Link](https://x.com/CaveManDrawing/status/2003865886340558854)  2025-12-24T16:30Z [---] followers, [--] engagements


"@TimothyTTaylor Few city folk grow their own food Hope farm/crop innovation keeps improving for the military & government's recent AI/tech orgy is looking quite similar to Soviet Russia's forced industrialization efforts Hope it doesn't backfire as their misallocation of resources did $NVDA"  
[X Link](https://x.com/CaveManDrawing/status/2004609944713060789)  2025-12-26T17:47Z [---] followers, [--] engagements


"@neilksethi Have we had another plaza accord style meeting recently"  
[X Link](https://x.com/CaveManDrawing/status/2005071961509298536)  2025-12-28T00:23Z [---] followers, [---] engagements


"@janbtc @SawyerMerritt Hoping China US relations improve. US companies get to inject needed capital in Chinese automakers/create some trade deals then China exports fuel efficient/moderately priced vehicles to the US to bail out the US consumer similar to Japan in the 1970s. $LI $NIO"  
[X Link](https://x.com/CaveManDrawing/status/2005639570076131746)  2025-12-29T13:58Z [---] followers, [--] engagements


"@junkbondinvest Wondering if pension funds/endowments will be in need of this exit liquidity more and more as baby boomers draw down their savings"  
[X Link](https://x.com/CaveManDrawing/status/2005963586431340580)  2025-12-30T11:26Z [---] followers, [---] engagements


"@Th474gd @DOGEai_tx @WallStreetApes Unfortunately it's about 40% worse. $0.007 for every $1.00 of total deposits. $0.014 for every $1.00 of insured deposits. There are about 40-45% of deposits that r uninsured"  
[X Link](https://x.com/CaveManDrawing/status/2006876378780807664)  2026-01-01T23:53Z [---] followers, [--] engagements


"@cherrygarciafan @jonbrooks At current price to income & price to rent levels a drop in FICO might be doing the buyer a favor It could also protect the banking system from another financial crisis which indirectly benefits the future buyer. @ these prices exit liquidity overwhelmingly benefits sellers"  
[X Link](https://x.com/CaveManDrawing/status/2007108481179095308)  2026-01-02T15:15Z [---] followers, [--] engagements


"@Coffee__Capital Any thoughts about his $HTZ call warrents: $HTZWW"  
[X Link](https://x.com/CaveManDrawing/status/2007145906492334346)  2026-01-02T17:44Z [---] followers, [--] engagements


"@Coffee__Capital https://www.youtube.com/watchv=8cGJC-VbXeY https://news.dealershipguy.com/p/why-billionaire-investor-bill-ackman-sees-major-upside-in-hertz-2025-04-21 https://x.com/BillAckman/status/1912955549542744462s=20 We began accumulating shares in @Hertz late last year and as of today we have a 19.8% stake in the company comprised of outright share ownership and total return swaps. Hertz can be thought of as an operating company combined with a highly leveraged portfolio of automobiles. https://www.youtube.com/watchv=8cGJC-VbXeY"  
[X Link](https://x.com/CaveManDrawing/status/2007437225873539194)  2026-01-03T13:01Z [---] followers, [--] engagements


"@Coffee__Capital Priced in long term treasuries S&P [---] Earnings have never been as expensive except for [----] and [----]. $VUSTX $TLT $EDV $SPY"  
[X Link](https://x.com/CaveManDrawing/status/2007438352018993500)  2026-01-03T13:06Z [---] followers, [---] engagements


"@4Awesometweet @kejca To the truly enterprising investor there may be no "timing" of the market but there certainly is valuing. Priced in long term treasuries (CAPE Ratio / VUSTX price) the price of S&P [---] Earnings has almost never been as expensive. Lower chart purple line $TLT $VUSTX"  
[X Link](https://x.com/CaveManDrawing/status/2007440910263410915)  2026-01-03T13:16Z [---] followers, [---] engagements


"@InvestorsFriend @TheTimeInvestor @ekwufinance Could be why he's staying short term on his fixed income portfolio (t-bills)"  
[X Link](https://x.com/CaveManDrawing/status/2008537381646037032)  2026-01-06T13:53Z [---] followers, [--] engagements


"@Scorpio_Alejand Can you explain the short method using ETPs Not picturing how to actually do it"  
[X Link](https://x.com/CaveManDrawing/status/2008675901274550356)  2026-01-06T23:03Z [---] followers, [--] engagements


"@Scorpio_Alejand @albertedwards99 [--] years of dead money wow. At today's valuations it wouldn't be surprising to have stock market money go dead for [--] years. And this is an optimistic slow-deflation with growth scenario"  
[X Link](https://x.com/CaveManDrawing/status/2008881752333508647)  2026-01-07T12:41Z [---] followers, [--] engagements


"@NewsLambert I wonder if/when Fannie/Freddie reach their max purchase potential might they eventually issue new equity to raise capital for even more MBS purchases. This could create a more gradual landing of price/income price/rent so it doesn't spark another banking crisis. $FNMA $FMCC"  
[X Link](https://x.com/CaveManDrawing/status/2009711849609253236)  2026-01-09T19:40Z [---] followers, [---] engagements


"@JohnRavenda @jonbrooks How has this not rolled over to the market yet is strange. How long can the financial system keep rolling over problem loans (commercial re CC debt auto etc)"  
[X Link](https://x.com/CaveManDrawing/status/2010856319289348376)  2026-01-12T23:28Z [---] followers, [--] engagements


"@LanceRoberts @thedailyshot Great chart. The next few years might be volatile"  
[X Link](https://x.com/CaveManDrawing/status/2011069726068289818)  2026-01-13T13:36Z [---] followers, [--] engagements


"@calvinfroedge Unexpected deflationary cycle ahead Stock market PE contraction plus home price declines bonds might be the least poor performer"  
[X Link](https://x.com/CaveManDrawing/status/2011102373754859843)  2026-01-13T15:45Z [---] followers, [--] engagements


"@DannyDayan5 @10009nyny Thanks for the reminder. Central bank of Japan is looking tempting. However I've had my share of value traps"  
[X Link](https://x.com/CaveManDrawing/status/2011198120906858915)  2026-01-13T22:06Z [---] followers, [--] engagements


"@ekwufinance Oil vs. S&P energy"  
[X Link](https://x.com/CaveManDrawing/status/2011223449604137097)  2026-01-13T23:46Z [---] followers, [---] engagements


"@BillBrewsterTBB @TheTimeInvestor @JohnHuber72 @MohnishPabrai Jamie Dimon warns Trump's proposed 10% cap on credit cards will hurt customers. Time will tell if this ends up a lose lose lose (customer bank/investor economy/government) $JPM"  
[X Link](https://x.com/CaveManDrawing/status/2011542608414433284)  2026-01-14T20:55Z [---] followers, [--] engagements


"@ISABELNET_SA @Barchart Municipal debt volume is very low relative to treasuries. As long as it's not only used to fund pensions growth in this sector has potential to improve living conditions & provide local jobs"  
[X Link](https://x.com/CaveManDrawing/status/2011917105537368536)  2026-01-15T21:43Z [---] followers, [--] engagements


"For anyone considering investing (risking) money in the stock market today please read material from Dr. John P. Hussman. How the Bubble Manipulates Time We could be near a major turning point that could severely punish risk assets. $SPY $QQQ $NVDA https://www.hussmanfunds.com/comment/mc260104/ https://www.hussmanfunds.com/comment/mc260104/"  
[X Link](https://x.com/CaveManDrawing/status/2012150619537375351)  2026-01-16T13:11Z [---] followers, [--] engagements


"@BenjaminNorton If/when valuations correct to undervalue you can be assured there will be a few very large banks that come down with it. $JPM $GS $WFC"  
[X Link](https://x.com/CaveManDrawing/status/2012157119190175777)  2026-01-16T13:36Z [---] followers, [--] engagements


"@dividendology In times of stress I'm surprised we don't see many REIT deconversions or at least temporary voluntary tax status changes. Almost like they'd rather default so their PE friends can acquire assets cheaper"  
[X Link](https://x.com/CaveManDrawing/status/2012506846267932716)  2026-01-17T12:46Z [---] followers, [--] engagements


"@JoeValaNYC @JimChuong Seeing pros and cons for both. Not finding an overwhelming argument for co-ops over condos. Perhaps it just depends on each individual's goals/situation. The big plus I'm seeing for a Co-op is the reduced risk of a "buyout.""  
[X Link](https://x.com/CaveManDrawing/status/2012920875083853834)  2026-01-18T16:11Z [---] followers, [--] engagements


"@PeterLBrandt Muni debt levels are pretty low relative to federal plus many states seem to be in decent financial shape. A decent portion of these programs could/should be financed locally. In theory higher incomes would "invest" creating a potential win-win (esp. when spreads are wide)"  
[X Link](https://x.com/CaveManDrawing/status/2012971325216755830)  2026-01-18T19:32Z [---] followers, [--] engagements


"@robin_j_brooks The crisis might be tied to energy policy mistakes that result in not enough oil/gas for society. We can deal with high rates but society can't deal with a lack of oil or food"  
[X Link](https://x.com/CaveManDrawing/status/2012977135921627575)  2026-01-18T19:55Z [---] followers, [--] engagements


"@MikeZaccardi @WisdomTreeFunds Not sure if this is being represented correctly. I believe this is saying if the inflation adjustment ends up more than 2.41% TIPS would do better. Their rule of [--] is leaving out potential inflation adjustment"  
[X Link](https://x.com/CaveManDrawing/status/2013044534918136113)  2026-01-19T00:23Z [---] followers, [---] engagements


"@TippecanoeCap @MikeZaccardi @WisdomTreeFunds Are they actually assuming 0% inflation"  
[X Link](https://x.com/CaveManDrawing/status/2013045874851545421)  2026-01-19T00:28Z [---] followers, [--] engagements


"@MikeZaccardi Just like oil companies and banks at peak margins just prior to major corrections"  
[X Link](https://x.com/CaveManDrawing/status/2013054046844719484)  2026-01-19T01:01Z [---] followers, [--] engagements


"@ptuomov @MikeZaccardi @WisdomTreeFunds The current [--] year TIPS rate of 1.88% does not include any potential inflation adjustment. This correlates with their [--] years to double figure. The S&P Figure of [--] years is raw earnings yield of 4.23% (23.64 PE ratio). Not including inflation distorts figures by [---] BPS/yr"  
[X Link](https://x.com/CaveManDrawing/status/2013295293853323515)  2026-01-19T16:59Z [---] followers, [--] engagements


"@Scorpio_Alejand @truflation @realDonaldTrump Japan USA"  
[X Link](https://x.com/CaveManDrawing/status/2013724284896547140)  2026-01-20T21:24Z [---] followers, [--] engagements


"@hosain719 @jackprandelli At today's valuations breaking them up could decrease their value"  
[X Link](https://x.com/CaveManDrawing/status/2013727787270418902)  2026-01-20T21:38Z [---] followers, [--] engagements


"@_rob_anderson Rug pull"  
[X Link](https://x.com/CaveManDrawing/status/2014132834105958498)  2026-01-22T00:27Z [---] followers, [--] engagements


"@qualtrim Representing about 6% of their market cap today. $TSM"  
[X Link](https://x.com/CaveManDrawing/status/2014703028415193233)  2026-01-23T14:13Z [---] followers, [--] engagements


"@qualtrim $PYPL down about 82% cash now represents 17% of market cap. Takeover soon"  
[X Link](https://x.com/CaveManDrawing/status/2014704208943907000)  2026-01-23T14:18Z [---] followers, [---] engagements


"@qualtrim Sometimes the yield could help in determining when to buy. $LMT"  
[X Link](https://x.com/CaveManDrawing/status/2014707090623770701)  2026-01-23T14:29Z [---] followers, [--] engagements


"@qualtrim If your quality company watchlist is large enough there is no reason to chase yield. Possible value opportunities in yield will find you. $LOW"  
[X Link](https://x.com/CaveManDrawing/status/2014708638359621899)  2026-01-23T14:35Z [---] followers, [--] engagements


"@QCompounding Just like one hires a lawyer doctor and a plumber the service of another could make life a lot easier. Morningstar Dividend Investor Morningstar Stock Investor Investment Quality Trends Value Line. Any other recommendations"  
[X Link](https://x.com/CaveManDrawing/status/2014712529549668588)  2026-01-23T14:51Z [---] followers, [---] engagements


"@Restructuring__ Should we do Austria 100's next"  
[X Link](https://x.com/CaveManDrawing/status/2015156853198495888)  2026-01-24T20:16Z [---] followers, [---] engagements


"@FinanceLancelot @jam_croissant Wondering how much of this debt is PIK. Covenant lite lev. Loan volume is 90+. This is allowing the can to be kicked however how long can this continue before actual cash (non PIK interest) is actually needed"  
[X Link](https://x.com/CaveManDrawing/status/2015732352954015836)  2026-01-26T10:23Z [---] followers, [---] engagements


"@LloydBr01296340 @RebellioMarket $10k of "real wealth" invested in gold declined to $4750 whereas $10K of "fake wealth" invested in stocks grew to $127K. Not sure how many would consider gold to be "real wealth" after a 60% decline from about [----] to [----]. $SPY $GLD $QQQ"  
[X Link](https://x.com/CaveManDrawing/status/2015790166699368487)  2026-01-26T14:13Z [---] followers, [--] engagements


"$ALBKY $EGFEF $GREK $NBGIF $EGFEY https://seekingalpha.com/article/4135407-outrageous-top-pick-2018-greek-bankssource=tweet https://seekingalpha.com/article/4135407-outrageous-top-pick-2018-greek-bankssource=tweet"  
[X Link](https://x.com/CaveManDrawing/status/958328195224391680)  2018-01-30T13:17Z [---] followers, [--] engagements

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