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# ![@Convertbond Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::25163231.png) @Convertbond Lawrence McDonald

Lawrence McDonald, author of "When Markets Speak" and "A Colossal Failure of Common Sense", is warning about the dangers of private credit and the consequences of central bankers not allowing the business cycle to function. He is highlighting the risks of investing in private credit, citing examples of companies using accounting tricks to hide leverage and warning of potential losses of up to $XX billion. McDonald's concerns are centered around the unsustainable nature of private credit and the potential for a major financial blowup.

### Engagements: XXXXX [#](/creator/twitter::25163231/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25163231/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::25163231/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25163231/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +6.70%
- X Year XXXXX +4.10%

### Followers: XXXXXXX [#](/creator/twitter::25163231/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25163231/c:line/m:followers.svg)

- X Week XXXXXXX -XXXX%
- X Month XXXXXXX +0.43%
- X Months XXXXXXX +3.50%
- X Year XXXXXXX +9.90%

### CreatorRank: XXXXXXX [#](/creator/twitter::25163231/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25163231/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  XXXXX% [stocks](/list/stocks)  XXXXX% [countries](/list/countries)  XXXX% [technology brands](/list/technology-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [fashion brands](/list/fashion-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) 5.77%, [artificial intelligence](/topic/artificial-intelligence) 3.85%, [white house](/topic/white-house) 1.92%, [russia](/topic/russia) 1.92%, [ukraine](/topic/ukraine) 1.92%, [tesla](/topic/tesla) 1.92%, [coinbase](/topic/coinbase) 1.92%, [$rgti](/topic/$rgti) 1.92%, [$qubt](/topic/$qubt) 1.92%, [$ionq](/topic/$ionq) XXXX%

**Top accounts mentioned or mentioned by**
[@dougkass](/creator/undefined) [@bobgrayson15](/creator/undefined) [@grok](/creator/undefined) [@passionman44](/creator/undefined) [@baconista1](/creator/undefined) [@bluekurtic](/creator/undefined) [@bambroughkevin](/creator/undefined) [@anasalhajji](/creator/undefined) [@moneyshow](/creator/undefined) [@jimcramer](/creator/undefined) [@nigelfarage](/creator/undefined) [@davidein](/creator/undefined) [@kieranwgoodwin](/creator/undefined) [@cgasparino](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@saylor](/creator/undefined) [@fintechnerdbs](/creator/undefined) [@rsnblassurance](/creator/undefined) [@tylerhardt](/creator/undefined) [@bootsiejones](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/tesla) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [IonQ, Inc. (IONQ)](/topic/$ionq) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Microsoft Corp. (MSFT)](/topic/microsoft) [Bitcoin (BTC)](/topic/bitcoin) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Lululemon Athletica Inc (LULU)](/topic/$lulu)
### Top Social Posts
Top posts by engagements in the last XX hours

"Big Brent - Energy Update A shoutout to @anasalhajji - great download last night on Venezuela White House / Russia / Ukraine connectivity. Chess not checkers from Anas. Gratitude"  
[X Link](https://x.com/Convertbond/status/1996194640526188993)  2025-12-03T12:27Z 140.9K followers, 11.5K engagements


"Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt"  
[X Link](https://x.com/Convertbond/status/1875543863185887652)  2025-01-04T14:04Z 140.9K followers, 346.2K engagements


"Buying right never feels good. Seth Klarman"  
[X Link](https://x.com/Convertbond/status/1992198427589910622)  2025-11-22T11:48Z 140.9K followers, 78.7K engagements


"Quantum Computing Regetti $RGTI -XX% Quantum $QUBT -XX% D-Wave $QBTS -XX% IonQ $IONQ -XX% *Drawdowns since October. The market crashed internally with a focus on momentum and tertiary speculation plays. Just XX% of NYSE stocks are their 200-day moving average"  
[X Link](https://x.com/Convertbond/status/1992227349266620430)  2025-11-22T13:43Z 140.9K followers, 28.7K engagements


"The largest two stocks in the S&P XXX % of index composition: 1990s: XXX% 2000s: XXX% 2010s: XXX% 2020s: approaching XX% *at some point passive investing becomes reckless evil call your financial advisor today"  
[X Link](https://x.com/Convertbond/status/1992369298170601664)  2025-11-22T23:07Z 140.9K followers, 24.2K engagements


"Great to be back in Tampa. Special thanks to Flemings for hosting our book signing and ideas dinner this evening. Artificial intelligence the great inequality steroid Power demand impacts middle class families all across the USA. Thoughts We dont have the infrastructure in place for the combined power demand of households and data centers. Question will be - how long will ordinary people put up with higher electricity prices because of data center demand"  
[X Link](https://x.com/Convertbond/status/1995621237062594816)  2025-12-01T22:29Z 140.9K followers, 5451 engagements


"Next XX - XX months if youre not following @kieranwgoodwin - big mistake. Credit leads equities over time always"  
[X Link](https://x.com/Convertbond/status/1995707243572892159)  2025-12-02T04:10Z 140.9K followers, 8725 engagements


"Interest rates up = bond prices down. Now think about rates in Japan near X% for a decade so all those bonds are off 10-50% (lower in price) depending on duration. Now think about who holds the bonds and likewise who Japan as the largest holder of UST. If institutions in Japan are forced to sell UST in size thats the problem. Not there yet"  
[X Link](https://x.com/Convertbond/status/1996533636749824176)  2025-12-04T10:54Z 140.9K followers, 6589 engagements


". equating to about XXX million shares to buy at current prices. Across all S&P 500-tracking funds and ETFs with total passive assets under management exceeding $XX trillion the broader buying pressure could reach $XXXX billion or roughly XX million shares fueling front-running ahead of the inclusion amid CVNA's explosive XXX% surge since early 2024 that has already priced in much of the anticipated demand. With @grok"  
[X Link](https://x.com/Convertbond/status/1997320178581807512)  2025-12-06T15:00Z 140.9K followers, 1894 engagements


"Drawdown from All-time High S&P 500: -XXX% Bear Market - Per @grok approximately XXX stocks (82% of the S&P 500) are down more than XX% from their all-time highs with only XX stocks (18% of the Index) within XX% of their peaks"  
[X Link](https://x.com/Convertbond/status/1992588490459299969)  2025-11-23T13:38Z 140.9K followers, 229.2K engagements


"Reminder - Just three years ago Q4 2022 Nvidia represented XXX% of the S&P 500s composition. Today the company is close to XXX% per Bloomberg. $NVDA Price to Sales in Q4 2025: 27.9x 2022: 9.7x What about Microsoft"  
[X Link](https://x.com/Convertbond/status/1995436630149316861)  2025-12-01T10:15Z 140.9K followers, 12.5K engagements


"@CGasparino @realDonaldTrump Nailed it. High noon high incoming heat"  
[X Link](https://x.com/Convertbond/status/1996309308720435283)  2025-12-03T20:03Z 140.9K followers, 10.7K engagements


"Holiday Gift Ideas Amazon - Best Sellers Rank #6 in Money & Monetary Policy (Books) #13 in Economic Conditions (Books) #18 in Wealth Management (Books) Thank you"  
[X Link](https://x.com/Convertbond/status/1986496038836764756)  2025-11-06T18:08Z 140.9K followers, 22K engagements


"The question Im asking myself this week Jason. Are victory laps everywhere - are a buy @saylor MSTR signal Dont count him out agree"  
[X Link](https://x.com/Convertbond/status/1995718131327643990)  2025-12-02T04:54Z 140.9K followers, 10.1K engagements


"The Wonders of "Passive" Investing - the "Inclusion" Scam rolls on. *CRH CARVANA COMFORT SYSTEMS USA TO JOIN S&P XXX - Bloomberg. *$CNVA up XXX% since 2024 XXX% since April all into the "news." The larger passive becomes - front-running inclusion = very profitable"  
[X Link](https://x.com/Convertbond/status/1997319176986247195)  2025-12-06T14:56Z 140.9K followers, 8221 engagements


"It was a lovely evening in Naples. Good friends great ideas. Power - Energy Heres to 2026 Artificial intelligence comes with a price its not free"  
[X Link](https://x.com/Convertbond/status/1996537518519693316)  2025-12-04T11:10Z 140.9K followers, 21.7K engagements


"Imagine burning that kind of cash with ZERO clue on energy / power grid infrastructure to support the investment Hubris + testosterone is extremely dangerous"  
[X Link](https://x.com/Convertbond/status/1997009541003620512)  2025-12-05T18:25Z 140.9K followers, 13.5K engagements


"Lululemon Athletica $LULU was added to the S&P XXX index effective October XX 2023. Passive index funds and ETFs tracking the indexsuch as SPY (State Street's SPDR S&P XXX ETF Trust with $500B AUM at the time) IVV (iShares Core S&P XXX ETF $350B) and VOO (Vanguard S&P XXX ETF $1T)were required to purchase LULU shares to maintain their market-cap-weighted allocations"  
[X Link](https://x.com/Convertbond/status/1997324720077672567)  2025-12-06T15:18Z 140.9K followers, 1626 engagements