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# ![@DowdEdward Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1570180292.png) @DowdEdward Edward Dowd

Edward Dowd posts on X about stocks, $tlt, china, private equity the most. They currently have XXXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

### Engagements: XXXXXXX [#](/creator/twitter::1570180292/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1570180292/c:line/m:interactions.svg)

- X Week XXXXXXXXX +106%
- X Month XXXXXXXXXX +68%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX +0.17%

### Mentions: XX [#](/creator/twitter::1570180292/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1570180292/c:line/m:posts_active.svg)

- X Week XXX +16%
- X Month XXX +41%
- X Months XXX -XX%
- X Year XXXXX +48%

### Followers: XXXXXXX [#](/creator/twitter::1570180292/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1570180292/c:line/m:followers.svg)

- X Week XXXXXXX +0.22%
- X Month XXXXXXX +0.99%
- X Months XXXXXXX +5.10%
- X Year XXXXXXX +18%

### CreatorRank: XXXXXX [#](/creator/twitter::1570180292/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1570180292/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1570180292/influence)
---

**Social category influence**
[finance](/list/finance)  #4749 [stocks](/list/stocks)  #610 [technology brands](/list/technology-brands)  #3011 [countries](/list/countries)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [currencies](/list/currencies)  XXXX% [automotive brands](/list/automotive-brands)  XXXX%

**Social topic influence**
[stocks](/topic/stocks) #5031, [$tlt](/topic/$tlt) #23, [china](/topic/china) 1%, [private equity](/topic/private-equity) #120, [rates](/topic/rates) #933, [$dxy](/topic/$dxy) #26, [open ai](/topic/open-ai) 0.75%, [has been](/topic/has-been) 0.75%, [$zb](/topic/$zb) #4, [$spx](/topic/$spx) #291

**Top accounts mentioned or mentioned by**
[@marketspuke](/creator/undefined) [@cnbc](/creator/undefined) [@sermaxtzu](/creator/undefined) [@grok](/creator/undefined) [@aaronrday](/creator/undefined) [@mdbreathe](/creator/undefined) [@dofactsmatter](/creator/undefined) [@thehcc](/creator/undefined) [@econimica](/creator/undefined) [@ziggywumpus](/creator/undefined) [@tquestmind](/creator/undefined) [@bidask123](/creator/undefined) [@onechancefreedm](/creator/undefined) [@seckennedy](/creator/undefined) [@santiagoaufund](/creator/undefined) [@libertylampoon](/creator/undefined) [@nualanichols](/creator/undefined) [@og_pinochet](/creator/undefined) [@jeanjlef](/creator/undefined) [@intelliatric](/creator/undefined)

**Top assets mentioned**
[ZeroByte (ZB)](/topic/$zb) [SPX6900 (SPX)](/topic/$spx) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [NVIDIA Corp. (NVDA)](/topic/$nvda) [BlackRock Inc (BLK)](/topic/blackrock) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apollo Global Management, Inc. (APO)](/topic/$apo) [KKR & Co, Inc. (KKR)](/topic/$kkr) [Blackstone, Inc. (BX)](/topic/$bx) [Microsoft Corp. (MSFT)](/topic/microsoft) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Starbucks Corporation (SBUX)](/topic/$sbux) [Artificial Intelligence (AI4)](/topic/$ai4)
### Top Social Posts [#](/creator/twitter::1570180292/posts)
---
Top posts by engagements in the last XX hours

"$JEF in the news again. Jefferies has more dangers ahead on the First Brand fiasco Bloomberg News"  
[X Link](https://x.com/DowdEdward/status/1978179307588501977) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T19:21Z 385.2K followers, 34.1K engagements


"Just going to leave this here👇 $JEF"  
[X Link](https://x.com/DowdEdward/status/1977624824676823446) [@DowdEdward](/creator/x/DowdEdward) 2025-10-13T06:37Z 385.2K followers, 249.9K engagements


"Narrator: Why are such powers necessary suddenly"  
[X Link](https://x.com/DowdEdward/status/1978500739497349480) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T16:38Z 385.2K followers, 107.6K engagements


"China hit a demographic wall in 2020. It torpedoed their real estate market and internal consumption. In order to keep the lights on they amped up exports since 2020. Hence the trade wars we are seeing now. Deflation is coming as they export itwhy do you think Trump & Bessent proposed price floors yesterday. Our forthcoming report is a must read for corporate decision makers institutional investors & policy makers. Chinas real estate crisis is entering its acute phase"  
[X Link](https://x.com/DowdEdward/status/1978877793388892628) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T17:36Z 385.2K followers, 50.3K engagements


"Second derivative growth on OpenAI revenues slowing. Its not a public company but as a former large cap growth equity manager this would warrant a very large sell order especially at this valuation"  
[X Link](https://x.com/DowdEdward/status/1979245673049735186) [@DowdEdward](/creator/x/DowdEdward) 2025-10-17T17:58Z 385.2K followers, 27K engagements


"Another victim of Trumps immigration policy. A lot of those subprime borrowers were illegals. The human flow has been cut off at the border and the goodie flow is being cut off to many who already arrived"  
[X Link](https://x.com/DowdEdward/status/1979258018299867279) [@DowdEdward](/creator/x/DowdEdward) 2025-10-17T18:47Z 385.2K followers, 50.3K engagements


"All millennials and Gen Z need to watch the movie Being There starring Peter Sellers. Our institutions are riddled with Chauncey Gardners"  
[X Link](https://x.com/DowdEdward/status/1979274563734339677) [@DowdEdward](/creator/x/DowdEdward) 2025-10-17T19:53Z 385.2K followers, 25.5K engagements


"If the Fed and the government bail out this non banking related crapwellwhats left of capitalism will finally be dead"  
[X Link](https://x.com/DowdEdward/status/1979628739857375679) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T19:20Z 385.2K followers, 1.4M engagements


"@patrickbetdavid @hertake_podcast PatrickI have recently identified as a womanplease throw my hat into the ring. Thanks for your consideration"  
[X Link](https://x.com/DowdEdward/status/1974237051336729029) [@DowdEdward](/creator/x/DowdEdward) 2025-10-03T22:16Z 385K followers, 23.8K engagements


"What will be the excuse du jour to explain the inevitable Minsky moment War Virus Aliens 🤡"  
[X Link](https://x.com/DowdEdward/status/1976079532236079441) [@DowdEdward](/creator/x/DowdEdward) 2025-10-09T00:17Z 385K followers, 53.6K engagements


"Interesting AI ROI comments. I thought the economics were bad but If this is true its worse than I thought"  
[X Link](https://x.com/DowdEdward/status/1977809223506616427) [@DowdEdward](/creator/x/DowdEdward) 2025-10-13T18:50Z 385K followers, 56.8K engagements


"It will be sold as democratizing illiquid assets such as real estate art etc reducing transaction costs and increasing efficiency"  
[X Link](https://x.com/DowdEdward/status/1978155244241535372) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T17:45Z 385.2K followers, 39.3K engagements


"🚨Breaking Newsin addition to allowing students to cheat another revenue opportunity for AI has been discoveredporn"  
[X Link](https://x.com/DowdEdward/status/1978163937662079102) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T18:20Z 384.9K followers, 25.2K engagements


"@cherrygarciafan You get it. Deflation scare headlines coming next year"  
[X Link](https://x.com/DowdEdward/status/1978164594469204053) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T18:22Z 385K followers, XXX engagements


"Guy needs to raise billionsof course hes going to say this. 🤣😂"  
[X Link](https://x.com/DowdEdward/status/1978185158613172422) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T19:44Z 385K followers, 28.5K engagements


"@1CoastalJournal Excellent catch. Arms merchants to the AI arms merchant stretching Yeah disconnect"  
[X Link](https://x.com/DowdEdward/status/1978532436788056381) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T18:44Z 385.1K followers, 6233 engagements


"@SantiagoAuFund @abcampbell Yup. Not well understood. The implications are enormous"  
[X Link](https://x.com/DowdEdward/status/1978913616679035156) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T19:59Z 385K followers, 1875 engagements


"Pfizer Moderna shares fall on Trump child Covid shot report"  
[X Link](https://x.com/DowdEdward/status/1966551268878676046) [@DowdEdward](/creator/x/DowdEdward) 2025-09-12T17:15Z 385.2K followers, 52.2K engagements


"Chinas Real Estate crisis is well known. However whats not known is that they are about to enter the acute phase of that cycle. We will be issuing a comprehensive China Economic Report before the end of October. Real Estate is just one facet of understanding their challenges of which there are several"  
[X Link](https://x.com/DowdEdward/status/1973145433359982685) [@DowdEdward](/creator/x/DowdEdward) 2025-09-30T21:58Z 385.2K followers, 21K engagements


"After yesterdays Pfizer fellatio session its now obvious this apparent Operation Warp Speed walk back post from last month was a negotiating ploy for a deal"  
[X Link](https://x.com/DowdEdward/status/1973537991995040237) [@DowdEdward](/creator/x/DowdEdward) 2025-10-01T23:58Z 385.2K followers, 124.7K engagements


"$TLT $ZB This post below is the technical case. The fundamental case is here:"  
[X Link](https://x.com/DowdEdward/status/1973830748013838353) [@DowdEdward](/creator/x/DowdEdward) 2025-10-02T19:21Z 385.2K followers, 24.1K engagements


"Feds Miran: Housing matters more for the economy than the equity market. Yes it does:"  
[X Link](https://x.com/DowdEdward/status/1975679248603218427) [@DowdEdward](/creator/x/DowdEdward) 2025-10-07T21:46Z 385.2K followers, 30K engagements


"The most alarming thing about this is the speed. The market was taken completely by surprise. No gradual price decline discounting issues ahead of waterfall"  
[X Link](https://x.com/DowdEdward/status/1976139449898787152) [@DowdEdward](/creator/x/DowdEdward) 2025-10-09T04:15Z 385.1K followers, 107.8K engagements


"Labor market is in trouble"  
[X Link](https://x.com/DowdEdward/status/1976732914860933559) [@DowdEdward](/creator/x/DowdEdward) 2025-10-10T19:33Z 385.2K followers, 27.4K engagements


"De-escalation 👇 Market rally indicated as of this moment. Now comes the interesting partbelow on Friday I indicated cracks beginning in credit due a weak economy (we are forecasting recession) already manifesting in sub sectors. Two possibilities: 1) Market not ready to discount fundamentals and new highs possible. 2) We rally tonight in futures and it fades or it fades in cash close. A red close will indicate that something else is at play. Likely that liquidity and credit drying up due to poor economic fundamentals"  
[X Link](https://x.com/DowdEdward/status/1977446037766988056) [@DowdEdward](/creator/x/DowdEdward) 2025-10-12T18:47Z 385.2K followers, 93.3K engagements


"Bloomberg headline this fine Sunday"  
[X Link](https://x.com/DowdEdward/status/1977488895324590278) [@DowdEdward](/creator/x/DowdEdward) 2025-10-12T21:37Z 385.2K followers, 34.8K engagements


"Safe and Effective"  
[X Link](https://x.com/DowdEdward/status/1977794480867819846) [@DowdEdward](/creator/x/DowdEdward) 2025-10-13T17:52Z 385.2K followers, 54.9K engagements


"@kakashiii111 Laughable. We had telecom boom y2k spend and demographic tail wind. Plus a fiscal surplus and rates hadnt even started to come down yet. Plus we have a US real estate bubble in process of unwinding and globally synchronized. Good luck to X more years"  
[X Link](https://x.com/DowdEdward/status/1977948385044033856) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T04:03Z 385.1K followers, 1814 engagements


"In our report we put out January 9th 2025 we said long term rates would trend down ultimately going much lower. We also said oil would settle out at $XX. Since then the XX year US note has gone from XXX% to XXXX% and oil from $XX to $XX. Risk off is coming"  
[X Link](https://x.com/DowdEdward/status/1977988169737044459) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T06:41Z 385.2K followers, 49.8K engagements


"The $DXY has likely put in a major cycle low and US long Bonds $TLT are about to really move up in price & down in yields. Global Growth scare has begun to be discounted. The major stock bourses & $SPX will eventually figure this out"  
[X Link](https://x.com/DowdEdward/status/1978171599225323673) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T18:50Z 385.2K followers, 31.2K engagements


"Correct but we are not at the other firms pulling repo stage yet"  
[X Link](https://x.com/DowdEdward/status/1978291643066310978) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T02:47Z 385.2K followers, 33K engagements


"We saw a neurological excess death signal in US ages 15-44 in our report published in June of last year. Morbidity discussed below leads mortality"  
[X Link](https://x.com/DowdEdward/status/1978367260965089361) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T07:48Z 385.2K followers, 58.6K engagements


"Real economy not having fun"  
[X Link](https://x.com/DowdEdward/status/1978515051481911784) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T17:35Z 385.2K followers, 42.6K engagements


"We call this a canary in the coal mine when fundamentals mattered. They will again at some point. $NVDA $ASML"  
[X Link](https://x.com/DowdEdward/status/1978533901799653877) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T18:50Z 385.1K followers, 71.2K engagements


"I am sure its true that someone said that to her but like someone saying to an ugly person You are so photogenic"  
[X Link](https://x.com/DowdEdward/status/1978562190501151180) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T20:42Z 385.2K followers, 22.1K engagements


"Slight whispers of 9/17/2019 monetary plumbing issues"  
[X Link](https://x.com/DowdEdward/status/1978868752839250134) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T17:00Z 385.2K followers, 30.8K engagements


"Back then thankfully & coincidentally Covid came along and unleashed trillions in money printing to shore up the plumbing. 😉"  
[X Link](https://x.com/DowdEdward/status/1978870047138337068) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T17:05Z 385.2K followers, 11K engagements


"Narrator: We are and the bond folks are starting to figure it out and are taking an uber home from the after hours party while the equity folks are still there doing beer funnels with shots of grain alcohol"  
[X Link](https://x.com/DowdEdward/status/1978882581543178339) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T17:55Z 385.1K followers, 26.7K engagements


"We are getting closer to hated trades like $TLT and $DXY reversing into uptrends. The implications for other asset classes is less than ideal"  
[X Link](https://x.com/DowdEdward/status/1978885317760335911) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T18:06Z 385.2K followers, 28.8K engagements


"The Ghost of Christmas future would like to make a comment: JPM buys Jeffries in a shotgun wedding for $5"  
[X Link](https://x.com/DowdEdward/status/1978891313513742397) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T18:30Z 385.2K followers, 23.3K engagements


"Bond markets shifting focus. $TLT $ZB"  
[X Link](https://x.com/DowdEdward/status/1978898881388892331) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T19:00Z 385.1K followers, 18.7K engagements


"Looks increasingly like what I outlined on Friday is more important than the Tariff talk excuse. Trump walked back the threat. Credit issues havent magically disappeared"  
[X Link](https://x.com/DowdEdward/status/1978913112192344430) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T19:57Z 385.2K followers, 49K engagements


"🚨🚨New Report: US Real Estate Situation The emerging US Real Estate crisis This real estate package is designed so that our customers can find all the information we publish in our distinct reports on different aspects of the US Real Estate market. These reports are available for individual purchase namely the New Tenant Rent analysis New Residential Construction analysis and New Home Sales analysis. These reports are described below or can be viewed on our real estate reports webpage. Additionally to the real estate reports the real estate package provides extra bonus material that are"  
[X Link](https://x.com/DowdEdward/status/1952824357933199487) [@DowdEdward](/creator/x/DowdEdward) 2025-08-05T20:09Z 385.2K followers, 293.1K engagements


"$DXY $SPX $ZB $CRB Cycles are converging"  
[X Link](https://x.com/DowdEdward/status/1967689126523941192) [@DowdEdward](/creator/x/DowdEdward) 2025-09-15T20:37Z 385.2K followers, 19.6K engagements


"Private equity firms rolling hard while everyone focuses on new all time index highs. Could be early signs of credit stress. $BX $APO $KKR"  
[X Link](https://x.com/DowdEdward/status/1976170033165500629) [@DowdEdward](/creator/x/DowdEdward) 2025-10-09T06:17Z 385.2K followers, 114.8K engagements


"Lots of comparisons to 1999 lately for US stocks. Other than a tech bubble the backdrop is very different. ✅Employment rolling over ✅Fed cutting rates due to growth issues ✅Housing rolling over ✅Trade wars ✅Tariff corporate margin squeeze ✅Credit starting to crack ✅USD shortage emerging ✅Oil demand collapsing ✅Unprecedented fraudulent illegal immigration economic juice halted by Trump"  
[X Link](https://x.com/DowdEdward/status/1976721448543887532) [@DowdEdward](/creator/x/DowdEdward) 2025-10-10T18:48Z 385.2K followers, 33K engagements


"Interesting day in markets. Everyone will blame Tariff talk but it should be noted that the housing sector regional banks private equity stocks were rolling this month while indices were hitting new highs. Additionally high yield spreads had already started to widen prior to today. And finally the XX year bond price and DXY have likely put in important lows for the year and are starting uptrends. Not bullish for risk assets. The poor economic situation is finally affecting credit. Beware of the feedback loops. Trump may do a taco on China and we could rally some more but the credit issues"  
[X Link](https://x.com/DowdEdward/status/1976795160941150649) [@DowdEdward](/creator/x/DowdEdward) 2025-10-10T23:41Z 385.2K followers, 193.5K engagements


"Two possibilities: 1) Trump didnt get a real Covid booster. 2) He is a dumbass"  
[X Link](https://x.com/DowdEdward/status/1976927593103605911) [@DowdEdward](/creator/x/DowdEdward) 2025-10-11T08:27Z 385.2K followers, 466.6K engagements


"Seeing some calls for a black Monday in stocks. On October 19th 1987 stocks fell 22%. Some perspective is warrantedthe market topped in XX on August 25th and had a large drawdown over many weeks. Then a counter trend rally that ultimately failedthen crash. There has never been a stock market crash from all time highs which we had on Thursday last week in $SPX So a crash on Monday is very very unlikely. The fundamental backdrop for the market is horrendous but until price structure confirms (which takes multiple days or weeks) we just dont know yet if the stock market is starting to discount"  
[X Link](https://x.com/DowdEdward/status/1977108735438000596) [@DowdEdward](/creator/x/DowdEdward) 2025-10-11T20:27Z 385.2K followers, 237.6K engagements


"Two possibilities: 1) Talking smack. 2) Has knowledge of another planned leak"  
[X Link](https://x.com/DowdEdward/status/1977442475473334461) [@DowdEdward](/creator/x/DowdEdward) 2025-10-12T18:33Z 385.2K followers, 139.7K engagements


"Sub prime in US peaked at $1.3trillion before GFC. Private credit sector is around $XXX Trillion now. It doesnt take much for the Jenga credit tower to freeze and topple"  
[X Link](https://x.com/DowdEdward/status/1978251170423488665) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T00:06Z 385.2K followers, 39.7K engagements


"After regular trading hours tape bomb"  
[X Link](https://x.com/DowdEdward/status/1978563347613131036) [@DowdEdward](/creator/x/DowdEdward) 2025-10-15T20:47Z 385.2K followers, 69.3K engagements


"MSM noticing now Regional banks and Jefferies shares tank as concerns grow about sour loans @CNBC"  
[X Link](https://x.com/DowdEdward/status/1978880828596982016) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T17:48Z 385.2K followers, 40.4K engagements


"I agreethe sands are shifting slowly"  
[X Link](https://x.com/DowdEdward/status/1978888110260748682) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T18:17Z 385.2K followers, 26K engagements


"John Bolton indicted by grand jury latest Trump foe to face criminal charges @CNBC"  
[X Link](https://x.com/DowdEdward/status/1978924242323542455) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T20:41Z 385.2K followers, 21.2K engagements


"Implies a WTI oil price of $25-$35 a barrel. Happens to be our price target from our US economy report"  
[X Link](https://x.com/DowdEdward/status/1978932700506431713) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T21:14Z 385.2K followers, 37.8K engagements


"Credit concerns reach European markets as bank stocks slide XXX% @CNBC"  
[X Link](https://x.com/DowdEdward/status/1979097224627036275) [@DowdEdward](/creator/x/DowdEdward) 2025-10-17T08:08Z 385.2K followers, 14.5K engagements


"Tricolor First Brands and now PrimaLend are all in the auto sector. The marginal customer was illegal immigrants. Thats done. Now carry that dot to real estate rental properties & consumer consumption. Yup the Biden immigration fraud sugar high is leaving the system. More shall be revealed"  
[X Link](https://x.com/DowdEdward/status/1979349183850254373) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T00:49Z 385.2K followers, 182.3K engagements


"The X% drawdown Thats a dip 🤣"  
[X Link](https://x.com/DowdEdward/status/1979377018186928569) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T02:40Z 385.2K followers, 30K engagements


"The AI music is stopping"  
[X Link](https://x.com/DowdEdward/status/1979612117696495893) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T18:14Z 385.2K followers, 1.5M engagements


"@Censored4sure Yes the word syndrome is the tell"  
[X Link](https://x.com/DowdEdward/status/1979672401211523550) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T22:14Z 385.2K followers, 9295 engagements


"@naomirwolf"  
[X Link](https://x.com/DowdEdward/status/1979693893202657329) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T23:39Z 385.2K followers, 5084 engagements


"The X most hated tickers in finance currently. $TLT (US Bonds) & $DXY. Both quietly setting up to move much higher. Both off of lows TLT has a monthly swing low & DXY working on one"  
[X Link](https://x.com/DowdEdward/status/1976011077554143384) [@DowdEdward](/creator/x/DowdEdward) 2025-10-08T19:45Z 385.2K followers, 30.4K engagements


"Fun fact: $SMCI hired BDO as its auditor after failing to provide a 10k for months likely because previous firm wouldnt sign off on it. Side noteSMCI is $NVDA third largest customer I believe. @DarioCpx"  
[X Link](https://x.com/DowdEdward/status/1977078759229734938) [@DowdEdward](/creator/x/DowdEdward) 2025-10-11T18:28Z 385.2K followers, 25K engagements


"The AI bubble has reached comical heights of absurdity. Revenues are non existent compared to capex requirements. The industry to keep the illusion alive is doing circular deals where fantastical capital amounts are announced to be funded somehow in the future. To make matters worse the projected power and water usage assumptions to facilitate this futureinsanity are not practical nor will they fly politically. And finally today OpenAIs CEO Altman is invoking Chauncey Gardener vibes claiming the economy is sound while simultaneously announcing adult erotica will become available. We have"  
[X Link](https://x.com/DowdEdward/status/1978198868119715898) [@DowdEdward](/creator/x/DowdEdward) 2025-10-14T20:38Z 385.2K followers, 82.4K engagements


"They want dollars. Dollar liquidity is drying up. Its a symptom of a synchronized global slowdown. China is the largest trading partner of each respectively. Our forthcoming China economic report will shed light on this topic"  
[X Link](https://x.com/DowdEdward/status/1978731898483413135) [@DowdEdward](/creator/x/DowdEdward) 2025-10-16T07:57Z 385.2K followers, 105.3K engagements


"Debt based fiat Money thats created out of thin air can also vanish suddenly. We are in the early phases of that cycle. See Tri Color and First Bands as examples. All credit cycles end when the ponzi credit part of the market begins to wobble"  
[X Link](https://x.com/DowdEdward/status/1979026182285693137) [@DowdEdward](/creator/x/DowdEdward) 2025-10-17T03:26Z 385.2K followers, 34.6K engagements


"No Kings protest this weekend is going to be lit"  
[X Link](https://x.com/DowdEdward/status/1979343496411824496) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T00:27Z 385.2K followers, 30.7K engagements


"That about sums it up"  
[X Link](https://x.com/DowdEdward/status/1979620040317284508) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T18:46Z 385.2K followers, 103.1K engagements


"Im sure everything is fine in the AI ecosystem 🥴"  
[X Link](https://x.com/DowdEdward/status/1979624282780233934) [@DowdEdward](/creator/x/DowdEdward) 2025-10-18T19:03Z 385.2K followers, 45.1K engagements


"This experiment should be interesting. $SBUX is experiencing slowing growth and a struggling consumer. The new CEO is hoping AI will improve efficiency and top line growth bolstering both margins and revenues. However given the current error rate of AI and hallucinations this could be a costly endeavor"  
[X Link](https://x.com/DowdEdward/status/1980042072184005030) [@DowdEdward](/creator/x/DowdEdward) 2025-10-19T22:43Z 385.2K followers, 37.7K engagements


"The X month T-Bill on the move againnew XX week low"  
[X Link](https://x.com/DowdEdward/status/1980314859725320491) [@DowdEdward](/creator/x/DowdEdward) 2025-10-20T16:47Z 385.2K followers, 31.5K engagements


"Current sentiment on AI bubble seems to be the following. 1) Yes it is a bubble but its still in early innings. 2) The above 1) crowd hopes to sell the bubble that everyone agrees on to a marginal retard. We are likely approaching the One wafer thin mint sir phase of record margin debt levels"  
[X Link](https://x.com/DowdEdward/status/1980341269181460893) [@DowdEdward](/creator/x/DowdEdward) 2025-10-20T18:32Z 385.2K followers, 10.6K engagements