# ![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2939007435.png) @HayekAndKeynes The Long View

The Long View posts on X about ai, bitcoin, inflation, debt the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2939007435/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:interactions.svg)

- [--] Week [-------] +106%
- [--] Month [---------] +252%
- [--] Months [----------] -23%
- [--] Year [----------] +42%

### Mentions: [--] [#](/creator/twitter::2939007435/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:posts_active.svg)

- [--] Week [--] -6.50%
- [--] Month [---] +135%
- [--] Months [---] +4.90%
- [--] Year [-----] +85%

### Followers: [-------] [#](/creator/twitter::2939007435/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:followers.svg)

- [--] Week [-------] +0.24%
- [--] Month [-------] +3%
- [--] Months [-------] +4.70%
- [--] Year [-------] +13%

### CreatorRank: [-------] [#](/creator/twitter::2939007435/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #3343 [countries](/list/countries)  7.78% [stocks](/list/stocks)  5.99% [technology brands](/list/technology-brands)  4.19% [cryptocurrencies](/list/cryptocurrencies)  4.19% [exchanges](/list/exchanges)  0.6% [financial services](/list/financial-services)  0.6% [social networks](/list/social-networks)  0.6% [automotive brands](/list/automotive-brands)  0.6%

**Social topic influence**
[ai](/topic/ai) 10.18%, [bitcoin](/topic/bitcoin) 4.19%, [inflation](/topic/inflation) #2440, [debt](/topic/debt) 2.4%, [more than](/topic/more-than) #282, [business](/topic/business) #639, [if you](/topic/if-you) 2.4%, [in the](/topic/in-the) 1.8%, [apple](/topic/apple) 1.8%, [china](/topic/china) 1.8%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@traderbillyau](/creator/undefined) [@myscuffs](/creator/undefined) [@mattshumer](/creator/undefined) [@andreassteno](/creator/undefined) [@chatgpt21](/creator/undefined) [@glutenmorguen](/creator/undefined) [@prpl8](/creator/undefined) [@nwtswaps4cl](/creator/undefined) [@james99357](/creator/undefined) [@joelbasson](/creator/undefined) [@westsidelaguy](/creator/undefined) [@georgefriedman](/creator/undefined) [@siriuslybs](/creator/undefined) [@peundertaker](/creator/undefined) [@johnnybing367](/creator/undefined) [@cincinnatusmis1](/creator/undefined) [@chrislloydcfp](/creator/undefined) [@ziornexe](/creator/undefined) [@ratchratchratch](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Apple, Inc. (AAPL)](/topic/$aapl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Costco Wholesale Corporation (COST)](/topic/costco) [Northern Trust Corporation (NTRS)](/topic/$ntrs) [Western Union Co (WU)](/topic/$wu) [Mario Coin (COIN)](/topic/$coin) [IonQ, Inc. (IONQ)](/topic/$ionq) [Oklo Inc. (OKLO)](/topic/$oklo) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Joby Aviation, Inc. (JOBY)](/topic/$joby)
### Top Social Posts
Top posts by engagements in the last [--] hours

"What am I missing with Apple [--] P/E with earnings growth in the mid single digits I get that people think its as safe as a bond but the equity earnings yield is below their own bond yield. $AAPL"  
[X Link](https://x.com/HayekAndKeynes/status/1900623135432450491)  2025-03-14T19:00Z 160.2K followers, 229.6K engagements


"It really all boils down to this US large cap equities are quite expensive and once growth slows down earnings will follow and the other reasons someone might want to sell (heavy US index concentration relative valuation vs bonds political concerns) all start to make a lot more sense"  
[X Link](https://x.com/HayekAndKeynes/status/1919025520529801368)  2025-05-04T13:45Z 160.5K followers, 226.2K engagements


"Things you will never see on the front page: Foreign US Treasury holdings are at a record high. Here we go. Europe threatens to sell US bonds; bonds slump and European sovereign bonds weaken further. via Bloomberg https://t.co/3AShLHHDRn Here we go. Europe threatens to sell US bonds; bonds slump and European sovereign bonds weaken further. via Bloomberg https://t.co/3AShLHHDRn"  
[X Link](https://x.com/HayekAndKeynes/status/2014039194088128941)  2026-01-21T18:15Z 160.1K followers, 25.2K engagements


"Its been a good run but now all these have played out and now everyone is bullish Heres your mega bull case -no tariffs -massive tax cuts & accelerated depreciation -massive fiscal package from German -more stimulus from China -global easing cycle -OPEC floods the market with oil tanks prices -AI capex boom w/productivity boost -No Immigration so the Heres your mega bull case -no tariffs -massive tax cuts & accelerated depreciation -massive fiscal package from German -more stimulus from China -global easing cycle -OPEC floods the market with oil tanks prices -AI capex boom w/productivity"  
[X Link](https://x.com/HayekAndKeynes/status/2015564578143240673)  2026-01-25T23:16Z 160.4K followers, 42.2K engagements


"@patrickjdwyer AI could gut healthcare. So much is ripe for cost cutting. That plus ozempic could cut a ton of costs"  
[X Link](https://x.com/HayekAndKeynes/status/2016611145293926439)  2026-01-28T20:35Z 160.5K followers, [----] engagements


"@prpl8 $160bn in annual capex from one company is just mind boggling. You even have second tier guys like Micron building $100bn factories. This is such an insane cycle"  
[X Link](https://x.com/HayekAndKeynes/status/2016860284502048920)  2026-01-29T13:05Z 160.4K followers, [----] engagements


"Midwits getting amused by AI speaking as if its human (when thats what it was designed to do) The singularity appears to be here. The singularity appears to be here"  
[X Link](https://x.com/HayekAndKeynes/status/2017612600444375438)  2026-01-31T14:55Z 160.2K followers, 17.5K engagements


"US baby boom is over. The majority of millennial women are now mostly too old to be naturally fertile. Housing costs also keep contemplating the decision on the sidelines. Time is running out for that generation of women to start a family unless they adopt or go the IVF route and seek donor eggs/embroys. https://twitter.com/i/web/status/2018340200351404078 https://twitter.com/i/web/status/2018340200351404078"  
[X Link](https://x.com/HayekAndKeynes/status/2018340200351404078)  2026-02-02T15:06Z 160.4K followers, 31.7K engagements


"Soft job market = employers have leverage: -30% of companies plan to end remote work -80% plan a full return to office"  
[X Link](https://x.com/HayekAndKeynes/status/2018381576636092679)  2026-02-02T17:50Z 160.1K followers, 18.3K engagements


"The projected electricity demand from data centers is not a big deal. We could do this easily if we wanted. The US added 1000twh each decade from [----] to [----]. we just have to do that again to meet projected AI demand (500twh by 2030). Time to start building"  
[X Link](https://x.com/HayekAndKeynes/status/2018447067195040195)  2026-02-02T22:10Z 160.2K followers, [----] engagements


"GDP growth without jobs"  
[X Link](https://x.com/HayekAndKeynes/status/2018455643754274832)  2026-02-02T22:45Z 160.4K followers, 61.2K engagements


"US cost cutting leaves the UN in shambles. UN faces "imminent financial collapse" with regular operating budget running out by July; US largest debtor owing $2.2B in regular dues and $2.4B for peacekeeping"  
[X Link](https://x.com/HayekAndKeynes/status/2018466965518684457)  2026-02-02T23:30Z 160.5K followers, 13.6K engagements


"@wmdisciullo only one getting some love is beaten up $SMCI"  
[X Link](https://x.com/HayekAndKeynes/status/2019102547466920197)  2026-02-04T17:35Z 160.4K followers, [---] engagements


"CapEx: $180 BILLION vs $120B expected"  
[X Link](https://x.com/HayekAndKeynes/status/2019155698744258712)  2026-02-04T21:06Z 160.1K followers, [----] engagements


"Momentum (semis) blew up today Per Morgan Stanley Todays price action was notable given the magnitude of the L/S Momentum move and how concentrated the pairs performance was driven by the long leg.The L/S Momentum pair MSZZMOMO fell 7.7% a [---] z-score move with"  
[X Link](https://x.com/HayekAndKeynes/status/2019193400738869311)  2026-02-04T23:36Z 160.1K followers, 22.6K engagements


"Hollywood thinks actors are expensive. Wait until they get their first cloud bill 😂"  
[X Link](https://x.com/HayekAndKeynes/status/2019193937303621789)  2026-02-04T23:38Z 160.1K followers, [----] engagements


"Equal weight S&P is at all time highs"  
[X Link](https://x.com/HayekAndKeynes/status/2019201435238560106)  2026-02-05T00:08Z 160.1K followers, [----] engagements


"Consumer Staples most overbought since November [----] Software sector down 26% from October [----] peak Regional banks (KRE) Transports (IYT) and Materials (XLB) all closed at new all-time highs 28% of Nasdaq-100 stocks oversold (RSI 30)most since April's "Liberation Day" crash https://twitter.com/i/web/status/2019415001757282804 https://twitter.com/i/web/status/2019415001757282804"  
[X Link](https://x.com/HayekAndKeynes/status/2019415001757282804)  2026-02-05T14:17Z 160.5K followers, 14.2K engagements


"Yep Market feels like its on the cusp of puking Was selling off before the manufacturing data earlier this week had a pop since faded. Services came in strong too today market didnt even care. AI leaders have had great earnings and capex forecasts are higher but they are Market feels like its on the cusp of puking Was selling off before the manufacturing data earlier this week had a pop since faded. Services came in strong too today market didnt even care. AI leaders have had great earnings and capex forecasts are higher but they are"  
[X Link](https://x.com/HayekAndKeynes/status/2019444849141768489)  2026-02-05T16:15Z 160.1K followers, 13.5K engagements


"Costco is trading like Treasuries 10y ago"  
[X Link](https://x.com/HayekAndKeynes/status/2019445108534386720)  2026-02-05T16:16Z 160.1K followers, [----] engagements


"@nwtSwaps4CL Why"  
[X Link](https://x.com/HayekAndKeynes/status/2019445177299898511)  2026-02-05T16:17Z 160.1K followers, [---] engagements


"Bitcoin is down 7% today 20% YTD & almost down 50% from the peak [--] months ago"  
[X Link](https://x.com/HayekAndKeynes/status/2019449174920511609)  2026-02-05T16:32Z 160.1K followers, 12.8K engagements


"Missed opportunity Crypto companies should really be using their inflated market caps to make acquisitions $COIN has a market cap of $97bn Should buy someone like $NTRS and $WU and establish a global footprint with institutional investors and EM consumers. Crypto companies should really be using their inflated market caps to make acquisitions $COIN has a market cap of $97bn Should buy someone like $NTRS and $WU and establish a global footprint with institutional investors and EM consumers"  
[X Link](https://x.com/HayekAndKeynes/status/2019452029135949960)  2026-02-05T16:44Z 160.1K followers, 14.3K engagements


"@TraderBillyAU CPI uses lagged inputs for many things - primarily rent (now falling in real time)"  
[X Link](https://x.com/HayekAndKeynes/status/2019534001325900202)  2026-02-05T22:10Z 160.1K followers, [---] engagements


"@TraderBillyAU https://truflation.com/Methodology.pdf https://truflation.com/Methodology.pdf"  
[X Link](https://x.com/HayekAndKeynes/status/2019534096905437427)  2026-02-05T22:10Z 160.1K followers, [---] engagements


"Bitcoin @HayekAndKeynes Bottom of channel https://t.co/aLIRTL60wW @HayekAndKeynes Bottom of channel https://t.co/aLIRTL60wW"  
[X Link](https://x.com/HayekAndKeynes/status/2019758038492565594)  2026-02-06T13:00Z 160.2K followers, 11.3K engagements


"NFL is trying super hard to bring in new viewers they must be jealous of soccer"  
[X Link](https://x.com/HayekAndKeynes/status/2020672559830704295)  2026-02-09T01:34Z 160.4K followers, 12.8K engagements


"The average down payment for first time homebuyers was 45% of their household income in [----] today its 70%"  
[X Link](https://x.com/HayekAndKeynes/status/2020840264009736433)  2026-02-09T12:40Z 160.4K followers, 15.9K engagements


"Chips and Gold are now up more than Japanese equities (despite the huge policy shift). Defensive names like Apple are down on the day. Risk on"  
[X Link](https://x.com/HayekAndKeynes/status/2020908927534149670)  2026-02-09T17:13Z 160.4K followers, [----] engagements


"@Raven_of_Zurich $RSP is at ATH"  
[X Link](https://x.com/HayekAndKeynes/status/2020909040864256317)  2026-02-09T17:13Z 160.4K followers, [---] engagements


"Keep Japan Great Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory. https://t.co/DAEmlLtCal Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory. https://t.co/DAEmlLtCal"  
[X Link](https://x.com/HayekAndKeynes/status/2021195900253536690)  2026-02-10T12:13Z 160.4K followers, [----] engagements


"@standing5033 Exactly"  
[X Link](https://x.com/HayekAndKeynes/status/2021229844416082233)  2026-02-10T14:28Z 160.4K followers, [---] engagements


"Employment Cost Index (Q4): +3.4% YoY (slowest since early 2021)"  
[X Link](https://x.com/HayekAndKeynes/status/2021381088870818042)  2026-02-11T00:29Z 160.4K followers, [----] engagements


"@The_Plav @grok Because he is clearly going to war for Israel. Thats not really a conspiracy or a mean spirited comment. @grok how many times has Lindsey graham tweeted about Israel va South Carolina"  
[X Link](https://x.com/HayekAndKeynes/status/2021563327269556296)  2026-02-11T12:33Z 160.4K followers, [---] engagements


"@James99357 @MyScuffs @mattshumer_ @grok I started to read it and then I thought about this quote "I would have written a shorter letter but I did not have the time." -Blaise Pascal"  
[X Link](https://x.com/HayekAndKeynes/status/2021592024483233895)  2026-02-11T14:27Z 160.4K followers, [---] engagements


"@AndreasSteno Haha I held up pretty well in Jan. We are probably even YTD. I think it makes sense for my trading to be negatively correlated though given Im LO everywhere else in life - RE Retirement etc"  
[X Link](https://x.com/HayekAndKeynes/status/2022372651088412996)  2026-02-13T18:09Z 160.5K followers, [---] engagements


"Morons in DC are at it again - good luck with upcoming floghtsy https://www.usatoday.com/story/travel/news/2026/02/12/flights-tsa-government-shutdown/88643602007/ https://www.usatoday.com/story/travel/news/2026/02/12/flights-tsa-government-shutdown/88643602007/"  
[X Link](https://x.com/HayekAndKeynes/status/2022460617018478605)  2026-02-13T23:59Z 160.5K followers, [----] engagements


"Do any of you guys follow the BDC space at all Only corner of the credit market thats dislocated (off about 10%). Some junk funds but mostly boring senior debt"  
[X Link](https://x.com/HayekAndKeynes/status/1999636162068242894)  2025-12-13T00:23Z 160.5K followers, 31.9K engagements


"$SMCI seems interesting here Accounting story is cleared Blowout quarter No valuation concerns Well suited for next gen liquid cooled GPUs Capex numbers have been insane Im also way too short high beta so its a nice hedge for me"  
[X Link](https://x.com/HayekAndKeynes/status/2019447988125376602)  2026-02-05T16:28Z 160.5K followers, [----] engagements


"Looks like a massive short squeeze Best performing names in R2000 are quantum computing ($IONQ $QBTS) and speculative nuclear ($OKLO) and other pie in the sky names ($JOBY - flying cars)"  
[X Link](https://x.com/HayekAndKeynes/status/2019818252059521371)  2026-02-06T16:59Z 160.5K followers, 14.5K engagements


"Total AI capex"  
[X Link](https://x.com/anyuser/status/2019985027040514548)  2026-02-07T04:02Z 160.5K followers, 20.7K engagements


"The Great Rotation Market moves have been really contained but this has masked some massive moves across different parts of the market"  
[X Link](https://x.com/HayekAndKeynes/status/2021188586503024848)  2026-02-10T11:44Z 160.5K followers, [----] engagements


"US IPOs are unusually weak this year"  
[X Link](https://x.com/HayekAndKeynes/status/2021565926336790999)  2026-02-11T12:44Z 160.5K followers, [----] engagements


"All the areas we are cutting spending Virtually all the employment growth in America once again can be explained by healthcare and social assistance https://t.co/A4PIRKMObP Virtually all the employment growth in America once again can be explained by healthcare and social assistance https://t.co/A4PIRKMObP"  
[X Link](https://x.com/HayekAndKeynes/status/2021583849172435403)  2026-02-11T13:55Z 160.5K followers, 12.5K engagements


"@MyScuffs @mattshumer_ @grok Use AI to write use AI to summarize"  
[X Link](https://x.com/HayekAndKeynes/status/2021584836654244294)  2026-02-11T13:59Z 160.5K followers, [----] engagements


"IPO backlog"  
[X Link](https://x.com/HayekAndKeynes/status/2021593830684836022)  2026-02-11T14:35Z 160.5K followers, [----] engagements


"Now down 1.5%"  
[X Link](https://x.com/HayekAndKeynes/status/2021606603682631836)  2026-02-11T15:25Z 160.5K followers, [----] engagements


"Who else is going to Miami for iConnections"  
[X Link](https://x.com/HayekAndKeynes/status/2021704126283862308)  2026-02-11T21:53Z 160.5K followers, [----] engagements


"Forgot about this one"  
[X Link](https://x.com/anyuser/status/1900028823640441206)  2025-03-13T03:39Z 160.5K followers, 1.1M engagements


"Bitcoin looks like it found buyers at $60k after a relentless sell off"  
[X Link](https://x.com/HayekAndKeynes/status/2019756587154297019)  2026-02-06T12:54Z 160.5K followers, [----] engagements


"The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://www.seattletimes.com/seattle-news/climate-lab/amazon-outbids-wa-utility-for-one-of-nations-largest-solar-projects/utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter%20Weekly%20Roundup:%20Utility%20Dive:%20Daily%20Dive%2002-07-2026&utm_term=Utility%20Dive%20Weekender"  
[X Link](https://x.com/HayekAndKeynes/status/2020179744831242346)  2026-02-07T16:55Z 160.5K followers, 109.3K engagements


"2026 cloud capex is now tracking to $735B (and this may increase) or 60% Y/Y growth"  
[X Link](https://x.com/HayekAndKeynes/status/2021208818240151884)  2026-02-10T13:05Z 160.5K followers, [----] engagements


"Tax the rich eat the rich do what you want but you still arent covering that 7% a year fiscal deficit"  
[X Link](https://x.com/HayekAndKeynes/status/2021342287763325083)  2026-02-10T21:55Z 160.5K followers, 17.9K engagements


"White House did a nice pump fake on the jobs numbers"  
[X Link](https://x.com/HayekAndKeynes/status/2021583015516709313)  2026-02-11T13:52Z 160.5K followers, 52.1K engagements


"Small caps just popped 1% and gave it all back"  
[X Link](https://x.com/HayekAndKeynes/status/2021597903802740892)  2026-02-11T14:51Z 160.5K followers, [----] engagements


"Household inflation expectations: Tumbled from 6.6% (May) to 3.5% (February)"  
[X Link](https://x.com/HayekAndKeynes/status/2021381184899420458)  2026-02-11T00:30Z 160.5K followers, [----] engagements


"AI will totally gut middle management and oh boy will the world be a better place for it"  
[X Link](https://x.com/HayekAndKeynes/status/2022014117310321096)  2026-02-12T18:25Z 160.5K followers, 17.2K engagements


"I used to work at Bridgewater and they literally had tons of smart people there doing really narrow often boring tasks. It's amazing seeing these people slowly leave one by one go into the real world and produce content on par with the best out there. More amazing is seeing how much talent was (is) there and how little they managed to tap into it"  
[X Link](https://x.com/HayekAndKeynes/status/1878104018712437084)  2025-01-11T15:37Z 160.5K followers, 451.7K engagements


""You can ignore reality but you cannot ignore the consequences of ignoring reality." Ayn Rand This isnt collapse. Its correction. The post-Cold War modelcheap labor endless credit hollowed http://x.com/i/article/1921389477550845952 http://x.com/i/article/1921389477550845952"  
[X Link](https://x.com/HayekAndKeynes/status/1921406158247481687)  2025-05-11T03:25Z 160.5K followers, 2M engagements


"I think most people are totally missing what's going on. This is my attempt to explain it. https://t.co/YnOTOUx3mi https://t.co/YnOTOUx3mi"  
[X Link](https://x.com/HayekAndKeynes/status/1921406971615301684)  2025-05-11T03:28Z 160.5K followers, 717.6K engagements


"Market feels like its on the cusp of puking Was selling off before the manufacturing data earlier this week had a pop since faded. Services came in strong too today market didnt even care. AI leaders have had great earnings and capex forecasts are higher but they are rolling over. Cyclicals were picking up (and may continue to outperform) but market cap heavily tilted towards big tech which will weigh on indices. Software sell off (flip side of AI) isnt helping. Dont like the way its fading good news. https://twitter.com/i/web/status/2019088544564732395"  
[X Link](https://x.com/HayekAndKeynes/status/2019088544564732395)  2026-02-04T16:39Z 160.5K followers, 36.4K engagements


"Inflation is dead Fed put is in play"  
[X Link](https://x.com/HayekAndKeynes/status/2019445802502938850)  2026-02-05T16:19Z 160.5K followers, 19.9K engagements


"Software is back at liberation day lows $IGV Total roundtrip after a 50% rally off of the lows"  
[X Link](https://x.com/HayekAndKeynes/status/2019451758016102431)  2026-02-05T16:43Z 160.5K followers, [----] engagements


"Japans balance sheet looks a lot better than first glance when you take into account their public equity holdings Net public liabilities have been cut in half over the last few years"  
[X Link](https://x.com/HayekAndKeynes/status/2020861872002482400)  2026-02-09T14:06Z 160.5K followers, 59.3K engagements


"Software slump may not be about AI killing the software. It may be about it killing the jobs"  
[X Link](https://x.com/HayekAndKeynes/status/2021183233124151397)  2026-02-10T11:23Z 160.5K followers, 77.7K engagements


"US-Europe-Japan sign critical minerals pact"  
[X Link](https://x.com/HayekAndKeynes/status/2021391271487807945)  2026-02-11T01:10Z 160.5K followers, 67.2K engagements


"@mattshumer_ @grok summarize this in 3-5 sentences"  
[X Link](https://x.com/HayekAndKeynes/status/2021394559855649025)  2026-02-11T01:23Z 160.5K followers, 272.7K engagements


"PE is going to be a world of pain if this trend reverses. Good luck keeping junior staff around as carry evaporates"  
[X Link](https://x.com/HayekAndKeynes/status/2021565091775193453)  2026-02-11T12:40Z 160.5K followers, 159.6K engagements


"Every time I see some [----] AI generated word slop blog post I think of this quote "I would have written a shorter letter but I did not have the time." -Blaise Pascal"  
[X Link](https://x.com/HayekAndKeynes/status/2021592295632474126)  2026-02-11T14:28Z 160.5K followers, 62.1K engagements


"Imagine how different the world will be when all these Tech bros moving from San Francisco to Miami go from being autistic incels in land of the woke to surrounded by smoking hot latinas in land of DeSantis"  
[X Link](https://x.com/HayekAndKeynes/status/2021955981995802890)  2026-02-12T14:34Z 160.5K followers, 37.5K engagements


"Lousy start but finally making money"  
[X Link](https://x.com/HayekAndKeynes/status/2022012532588949862)  2026-02-12T18:18Z 160.5K followers, 19.6K engagements


"The best part about the world we live in today is that I have no idea whether this is real or not - both because our government is crazy and because of AI RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/4yrT7W2Slh RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/4yrT7W2Slh"  
[X Link](https://x.com/HayekAndKeynes/status/2022105866808488034)  2026-02-13T00:29Z 160.5K followers, 37.3K engagements


"EM portfolio inflows of $100B in January (second-highest in two decades)"  
[X Link](https://x.com/HayekAndKeynes/status/2022311880232927592)  2026-02-13T14:08Z 160.5K followers, [----] engagements


"@AndreasSteno Hes alresdy doing that though. He needs a CFO"  
[X Link](https://x.com/HayekAndKeynes/status/2022508322927120413)  2026-02-14T03:08Z 160.5K followers, [----] engagements


"Anthropic clearly needs a CFO ASAP This is possibly the dumbest most incoherent rambling I have heard min a while. 1) hes already spending more than his revenue. That can continue if his business is growing 2) hes not going to have $1tn in revenue 3) if he did have that much revenue the company would be profitable and he could sell equity (like hes doing now) or borrow 4) he doesnt need to build data centers if hes worried about fixed costs and capex. Just pass it along to consumers. https://twitter.com/i/web/status/2022509212861862132 https://twitter.com/i/web/status/2022509212861862132"  
[X Link](https://x.com/HayekAndKeynes/status/2022509212861862132)  2026-02-14T03:12Z 160.5K followers, 14.4K engagements


"Anthropic needs a CFO ASAP This is possibly the dumbest most incoherent rambling I have heard in a while. 1) hes already spending more than his revenue. That can continue if his business is growing 2) hes not going to have $1tn in revenue 3) if he did have that much revenue the company would be profitable and he could sell equity (like hes doing now) or borrow 4) he doesnt need to build data centers if hes worried about fixed costs and capex. Just pass it along to consumers. Dwarkesh asks Dario a fantastic question relating to how he is so bullish on AGI yet so conservative on data center"  
[X Link](https://x.com/HayekAndKeynes/status/2022509585295171968)  2026-02-14T03:13Z 160.5K followers, 126.8K engagements


"@joelbasson @chatgpt21 They do and it trades on the secondary market and they just raised $30bn. I can sell you $10mn if you want. https://finance.yahoo.com/quote/ANTH.PVTp=ANTH.PVT https://finance.yahoo.com/quote/ANTH.PVTp=ANTH.PVT"  
[X Link](https://x.com/HayekAndKeynes/status/2022628778934177995)  2026-02-14T11:07Z 160.5K followers, [--] engagements


"@WestsideLAGuy I know. My point was how could he be possibly saying any of this in public if he had competent staff around him"  
[X Link](https://x.com/HayekAndKeynes/status/2022629623050461662)  2026-02-14T11:10Z 160.5K followers, [----] engagements


"@ak_dfranco Im not a hater of Claude. Have actually been a fan and tweeted about them for a while when they werent popular. But that still doesnt make any of what he said coherent"  
[X Link](https://x.com/HayekAndKeynes/status/2022629853145477323)  2026-02-14T11:11Z 160.5K followers, [----] engagements


"Over [---] S&P [---] stocks have experienced a decline of -7% or more in a single day over the last [--] trading sessions. Meanwhile the S&P [---] is down just -2% from its all-time high"  
[X Link](https://x.com/HayekAndKeynes/status/2022703520483340469)  2026-02-14T16:04Z 160.5K followers, 17.9K engagements


"Mexico unanimously votes to send US special forces to fight cartels in Mexico. They are now training Mexican special forces 🤝 https://www.borderreport.com/news/military/us-special-forces-landing-in-mexico-to-train-marine-infantry/amp/ https://www.borderreport.com/news/military/us-special-forces-landing-in-mexico-to-train-marine-infantry/amp/"  
[X Link](https://x.com/HayekAndKeynes/status/2022796134821798121)  2026-02-14T22:12Z 160.5K followers, [----] engagements


"Short history of US expansion most people probably forgot. Everyone knows about Louisiana purchase annexing Texas/Hawaii and buying Alaska. But many do not know/remember we bought the Virgin Islands from Denmark defeated the Spanish navy for control of Puerto Rico and Guam (and paid them for the Philippines). Trump is the 4th president to try to buy Greenland (following efforts by Truman Taft and Johnson who bought Alaska) https://twitter.com/i/web/status/2013383579045130702 https://twitter.com/i/web/status/2013383579045130702"  
[X Link](https://x.com/HayekAndKeynes/status/2013383579045130702)  2026-01-19T22:50Z 160K followers, 22.8K engagements


"@George_Friedman But everything in geopolitics for me also revolves around this simple realization. This is why I dont care about things like long-term strategic value of being a reliable partner. There will be no partner if Europe doesnt become a credible military force in their own right. Forget the whole multipolar galaxy brain 💩 It all comes down to this: Europe needs to hurry up and decide if they are going to stand side by side with America or get on their knees for China Without Europe America cant still be Superman and there is no credible backing for Forget the whole multipolar"  
[X Link](https://x.com/HayekAndKeynes/status/2013402402007756968)  2026-01-20T00:05Z 160K followers, 13K engagements


"Todays news is just part of the bigger plan I think most people are totally missing what's going on. This is my attempt to explain it. I think most people are totally missing what's going on. This is my attempt to explain it"  
[X Link](https://x.com/HayekAndKeynes/status/2013674861789430144)  2026-01-20T18:07Z 160K followers, 22.5K engagements


"@mark_dow What about the last guy"  
[X Link](https://x.com/HayekAndKeynes/status/2013943475612307543)  2026-01-21T11:55Z 160K followers, [----] engagements


"More broadly its very easy to see how things like tariffs/reindustrialization critical minerals controlling AI chips the Panama Canal the Donroe doctrine renaming the Gulf of America capturing Maduro pushing Europe to spend more in Ukraine and Greenland are all well-aligned on US strategic military interests. They are also detailed very plainly in Project [----] as well as the updated defense strategy (below - worth a read if you havent seen it). https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf"  
[X Link](https://x.com/HayekAndKeynes/status/2013960624112386176)  2026-01-21T13:03Z 160K followers, [----] engagements


"Good to see Carney call out the end of globalization and specifically single out China as a bad actor. Great powers have begun using economic integration as weapons. supply chains as vulnerabilities to be exploited. You cannot live within the lie of mutual benefit through integration when integration becomes the source of your subordination https://twitter.com/i/web/status/2014002328232169966 https://twitter.com/i/web/status/2014002328232169966"  
[X Link](https://x.com/HayekAndKeynes/status/2014002328232169966)  2026-01-21T15:49Z 160K followers, 20.1K engagements


"As Davos talks about a "rupture" in the global order it should now be clear to everyone what is happening https://t.co/YnOTOUx3mi https://t.co/YnOTOUx3mi"  
[X Link](https://x.com/HayekAndKeynes/status/2014011443436282329)  2026-01-21T16:25Z 160K followers, 256.8K engagements


"@George_Friedman EU president Ursula von der Leyen confirms this is exactly what is happening From her speech at WEF in Davos"  
[X Link](https://x.com/HayekAndKeynes/status/2014028367088046406)  2026-01-21T17:32Z 160K followers, [----] engagements


"@vtchakarova They are so cooked lol"  
[X Link](https://x.com/HayekAndKeynes/status/2014037424121291027)  2026-01-21T18:08Z 160K followers, [----] engagements


"I love watching these eggheads get their heart rate up every time Trump microdoses and starts tweeting"  
[X Link](https://x.com/HayekAndKeynes/status/2014078272569508293)  2026-01-21T20:50Z 160K followers, 11.4K engagements


"Actual size of Greenland"  
[X Link](https://x.com/HayekAndKeynes/status/2014150039388467345)  2026-01-22T01:36Z 160K followers, 12.1K engagements


"Netflix should drop the Warner Bros bid and focus on margins. Let Paramount overlever and $NFLX can buy the assets in 5-7 years when they go bankrupt and AI massively undercuts the value of legacy content. They should putting capex in AI not legacy content"  
[X Link](https://x.com/HayekAndKeynes/status/2014391613313732740)  2026-01-22T17:36Z 160K followers, 17.5K engagements


"YouTube is the most popular TV provider"  
[X Link](https://x.com/HayekAndKeynes/status/2014551321873899964)  2026-01-23T04:10Z 160K followers, [----] engagements


"This explains why so many that seem mentally ill are getting so involved with public protests. Its the only way they are getting human contact"  
[X Link](https://x.com/HayekAndKeynes/status/2014836188503310666)  2026-01-23T23:02Z 160K followers, 10.7K engagements


"Why would anyone allow a data center near them Hardly any jobs drain on water supplies sucking up extra power I guess better than a landfill Tax them to the moon"  
[X Link](https://x.com/HayekAndKeynes/status/2014881847218516177)  2026-01-24T02:04Z 160K followers, 23.2K engagements


"@prpl8 Its not necessarily problematic - just dont see any upside for locals"  
[X Link](https://x.com/HayekAndKeynes/status/2014889717561454617)  2026-01-24T02:35Z 160K followers, [---] engagements


"Top killers of young adults"  
[X Link](https://x.com/HayekAndKeynes/status/2015526105390723355)  2026-01-25T20:44Z 160K followers, 78.6K engagements


"@garypaul2 More about race than anything else you can see it at the state level"  
[X Link](https://x.com/HayekAndKeynes/status/2015547019629130238)  2026-01-25T22:07Z 160K followers, [---] engagements


"Silver now at $117"  
[X Link](https://x.com/HayekAndKeynes/status/2015848378840617314)  2026-01-26T18:04Z 160K followers, 10.1K engagements


"@fthegurus Tell that to $FRES"  
[X Link](https://x.com/HayekAndKeynes/status/2015888858223714528)  2026-01-26T20:45Z 160K followers, [---] engagements


"Time for a course correction. [--] months to midterms Shutdown had no impact on people's economic assessment and I expect those numbers will keep rising from here (esp after tax season and rate cuts flow through) but he's got to take a softer tone publicly with immigration enforcement. Also need to stop running completely insane candidates. https://twitter.com/i/web/status/2015898915653271583 https://twitter.com/i/web/status/2015898915653271583"  
[X Link](https://x.com/HayekAndKeynes/status/2015898915653271583)  2026-01-26T21:25Z 160K followers, 16.4K engagements


"Very early in earnings season (20% reporting) but normal so far: +8% topline EPS growth (this Q vs 12m ag) This rises to 12% if you look at the full year [----] vs [----] earning. tech is killing it again 📷"  
[X Link](https://x.com/HayekAndKeynes/status/2015926399958163800)  2026-01-26T23:14Z 160K followers, [----] engagements


"40% of S&P revenues are international. Tech is 60%"  
[X Link](https://x.com/HayekAndKeynes/status/2015926967665635591)  2026-01-26T23:16Z 160K followers, 44K engagements


"Recession odds for this year"  
[X Link](https://x.com/HayekAndKeynes/status/2015929117913284778)  2026-01-26T23:25Z 160K followers, [----] engagements


"Economic data is perking up for developed markets"  
[X Link](https://x.com/HayekAndKeynes/status/2015931899865182417)  2026-01-26T23:36Z 160K followers, [----] engagements


"Online sales are growing at a breakneck pace"  
[X Link](https://x.com/HayekAndKeynes/status/2015933096365879707)  2026-01-26T23:41Z 160K followers, [----] engagements


"Crime keeps falling"  
[X Link](https://x.com/HayekAndKeynes/status/2016134318494523606)  2026-01-27T13:00Z 160K followers, 20.2K engagements


"What inflation Rents are down vs last year"  
[X Link](https://x.com/HayekAndKeynes/status/2016141400232886375)  2026-01-27T13:29Z 160K followers, [---] engagements


"What inflation Rents are down vs last year"  
[X Link](https://x.com/HayekAndKeynes/status/2016141641858327039)  2026-01-27T13:30Z 160K followers, [----] engagements


"This is what onshoring looks like"  
[X Link](https://x.com/HayekAndKeynes/status/2016220748294004876)  2026-01-27T18:44Z 160K followers, 30.5K engagements


"@scott2225983729 We got TVs/phones and they got paper and built useless apartments kind of a wash"  
[X Link](https://x.com/HayekAndKeynes/status/2016223750681681992)  2026-01-27T18:56Z 160K followers, [--] engagements


"@CTReimagined They arent just chips"  
[X Link](https://x.com/HayekAndKeynes/status/2016329779566215504)  2026-01-28T01:57Z 160K followers, [---] engagements


"@siriuslybs Yes. Obamacare def raised premiums but that was a long time ago"  
[X Link](https://x.com/HayekAndKeynes/status/2016345908753969641)  2026-01-28T03:01Z 160K followers, [---] engagements


"@siriuslybs Yes. Subsidies are being rolled back. Thats not inflation but def squeezes budgets"  
[X Link](https://x.com/HayekAndKeynes/status/2016358658351808948)  2026-01-28T03:52Z 160K followers, [---] engagements


"The year is [----]. A viewer sits down to watch a miniseries that did not exist an hour ago. It was assembled automatically from ambient data: search queries purchase history location patterns fragments of recorded curiosity. The story is coherent cinematic perfectly paced. No writers room. No pitch meeting. Just inference engines weaving preference into plot. Commercials arrive seamlessly. Not mass advertising but precision persuasion. Every break delivers products services political messages and lifestyle cues tailored to psychological contours mapped over years. The ads dont interrupt the"  
[X Link](https://x.com/HayekAndKeynes/status/2016552307995922756)  2026-01-28T16:41Z 160K followers, 17.7K engagements


"Its now [----] Robotic couriers glide through cities and suburbs guided by predictive logistics rather than requests. The system knows when a household last ate what nutrients are running low what cravings are statistically imminent and what will keep engagement metrics high. A warm container appears at the door. Two default meals. One explore option. No menu browsing. No decision fatigue. Refusal is possiblebut rare. Convenience has become momentum. Healthcare works the same way. Wearables bathroom sensors voice analysis and behavioral models quietly assemble a continuous medical profile."  
[X Link](https://x.com/HayekAndKeynes/status/2016552682824093846)  2026-01-28T16:43Z 160K followers, [----] engagements


"Its now [----] Cities whisper instructions. Pavement lighting subtly reroutes traffic to reduce congestion before it forms. Windows tint not to block sunlight but to regulate mood based on biometric readings. Homes reconfigure furniture overnight because posture data suggested future back pain. The environment itself becomes an adaptive interface. Work has dissolved into continuous optimization. No schedules no offices. AI agents negotiate tasks among themselves assigning humans only the moments requiring judgment empathy or accountability. Most people wake to a short briefing: todays problems"  
[X Link](https://x.com/HayekAndKeynes/status/2016553121732874557)  2026-01-28T16:45Z 160K followers, [----] engagements


"USA sends Abraham as its messenger"  
[X Link](https://x.com/HayekAndKeynes/status/2016561232065474974)  2026-01-28T17:17Z 160K followers, [----] engagements


"Only about 1% of office buildings can be converted to residential use Roughly half of lower-grade offices sit in markets without enough population growth to support apartment development have zoning restrictions that would prohibit conversion to residential use or have floor plates that are too inefficient to support residential business plans.7 Of the buildings that meet these basic parameters most are ruled out by economics: Residential rents are too low in many markets to support the cost of conversion without meaningful public incentives. That leaves less than 1% of the roughly 800000"  
[X Link](https://x.com/HayekAndKeynes/status/2016563089584374065)  2026-01-28T17:24Z 160K followers, [----] engagements


"@T3_RM @bradenorso Every day sir often a sauna or steam room session too if Im lucky"  
[X Link](https://x.com/HayekAndKeynes/status/2016611685499298199)  2026-01-28T20:37Z 160K followers, [---] engagements


"The solution seem pretty straightforward On the spending side: -Use AI to identify fraud and abuse -Freeze healthcare spending and force productivity gains using AI -Cap SSI income adjustments at 2% annually instead of CPI -Raise the retirement age add income limits for benefits and raise the max on contributions. Treat it like income insurance and not a pension -Cut interest expense - both through lower rates and by QE -Freeze defense spending for the next [--] years. And shift spending to pay for products not development. Reduce bases and headcount by 25% while beefing up reserves/guard. On"  
[X Link](https://x.com/HayekAndKeynes/status/2016740302434738511)  2026-01-29T05:08Z 160K followers, [----] engagements


"Looks like bitcoin is getting debased"  
[X Link](https://x.com/HayekAndKeynes/status/2016950429381202060)  2026-01-29T19:03Z 160K followers, 13.4K engagements


"@dougneese More sentiment and relative divergence (silver vs gold and RTY vs SPX)"  
[X Link](https://x.com/HayekAndKeynes/status/2017430462487056551)  2026-01-31T02:51Z 160K followers, [---] engagements


"Confirmed. Banning Zerohedge was the top"  
[X Link](https://x.com/anyuser/status/1237923299558031363)  2020-03-12T02:08Z 160.4K followers, [----] engagements


"Essential services seems like a big business loophole Lowes Open Walmart Open Target Open Family Dollar Open Every small business Closed Seems strange to bless hundreds shopping at Lowes while banning the local plant nursery who rarely has more than [--] customer at once"  
[X Link](https://x.com/anyuser/status/1244260741923786752)  2020-03-29T13:50Z 160.4K followers, [----] engagements


"The path to herd immunity"  
[X Link](https://x.com/anyuser/status/1269522706652946434)  2020-06-07T06:52Z 160.4K followers, [----] engagements


"It appears the people who need to take precautions are doing so"  
[X Link](https://x.com/anyuser/status/1274885804154814465)  2020-06-22T02:03Z 160.4K followers, [----] engagements


"When this is over we will have given away trillions which will mostly be spent on short term consumables while infrastructure still remains in decay (despite arguing over $800B for a decade). As with war future generations will wonder how we squandered so much so quickly"  
[X Link](https://x.com/anyuser/status/1291028386303946754)  2020-08-05T15:08Z 160.4K followers, [----] engagements


"The left doesnt realize many people find their cultural conformity as oppressive and authoritarian as they see Trump. That their casual disdain for rural Americans is as ugly as the racism and prejudice they continually profess to fight"  
[X Link](https://x.com/anyuser/status/1294649116375621632)  2020-08-15T14:56Z 160.4K followers, [----] engagements


"U.S. credit card debt fell by $100B from February to June"  
[X Link](https://x.com/anyuser/status/1295134853319491584)  2020-08-16T23:06Z 160.4K followers, [----] engagements


"Bitcoin is a hell of a drug"  
[X Link](https://x.com/anyuser/status/1375130297126227977)  2021-03-25T16:59Z 160.4K followers, [----] engagements


"Love when crypto guys refer to government issued currency as fiat as if their made up assets are somehow more real and durable"  
[X Link](https://x.com/anyuser/status/1382881630646321157)  2021-04-16T02:20Z 160.4K followers, [----] engagements


"Good afternoon from Guatemala"  
[X Link](https://x.com/anyuser/status/1410616403376238605)  2021-07-01T15:08Z 160.4K followers, [----] engagements


"Still the best OPEC quote of all time"  
[X Link](https://x.com/anyuser/status/1420600732361924608)  2021-07-29T04:23Z 160.4K followers, [----] engagements


"Tim Cook the Apple CEO told Musk fuck you and hung up"  
[X Link](https://x.com/anyuser/status/1421185453642764291)  2021-07-30T19:06Z 160.4K followers, [----] engagements


"No new houses under $200k"  
[X Link](https://x.com/anyuser/status/1430568653741776897)  2021-08-25T16:32Z 160.4K followers, [----] engagements


"If you look historically we havent cut our reliance on any energy source we have just added new sources as weve grown. Yes the relative percentage falls but not the level of consumption. Those expecting oil to disappear are going against the entire history of energy"  
[X Link](https://x.com/anyuser/status/1461522667106885636)  2021-11-19T02:32Z 160.4K followers, [----] engagements


"Every 1% hike to short rates costs the Treasury Department $150 billion a year in interest payments which amounts to 4% of the total [----] federal budget"  
[X Link](https://x.com/anyuser/status/1487118384043016194)  2022-01-28T17:40Z 160.4K followers, [----] engagements


"Record low oil discoveries"  
[X Link](https://x.com/anyuser/status/1488659814578274304)  2022-02-01T23:45Z 160.4K followers, [----] engagements


"Rate hikes kill zombies"  
[X Link](https://x.com/anyuser/status/1490326707630391296)  2022-02-06T14:09Z 160.4K followers, [----] engagements


"This is basically the Cuban Missile crisis with shitty leaders"  
[X Link](https://x.com/anyuser/status/1497596437185638408)  2022-02-26T15:36Z 160.4K followers, [----] engagements


"Biden seems to think he can fight an inflation problem caused by too much stimulus with more spending"  
[X Link](https://x.com/anyuser/status/1498850267323936769)  2022-03-02T02:38Z 160.4K followers, [----] engagements


"Oil at $135 Somebody got wrecked"  
[X Link](https://x.com/anyuser/status/1500614512638050313)  2022-03-06T23:29Z 160.4K followers, [----] engagements


"It would be a lot easier to take the Ukrainian outrage more seriously if people had shown some compassion in Libya Iraq Syria or Yemen"  
[X Link](https://x.com/anyuser/status/1501008753885421569)  2022-03-08T01:35Z 160.4K followers, [----] engagements


"Reckless foreign policy is a great distraction from failed domestic policy"  
[X Link](https://x.com/anyuser/status/1502599618135265283)  2022-03-12T10:57Z 160.4K followers, [----] engagements


"One of these is wrong Housing Prices + 19% Rent +17% CPI for housing (OER) +4.5%"  
[X Link](https://x.com/anyuser/status/1517344396651511811)  2022-04-22T03:27Z 160.4K followers, [----] engagements


"Jesus. Diesel is $6 That will pump the brakes on things"  
[X Link](https://x.com/anyuser/status/1525866777313480706)  2022-05-15T15:52Z 160.4K followers, [---] engagements


"Jesus. 30y mortgages are now above 6%"  
[X Link](https://x.com/anyuser/status/1536495401255194630)  2022-06-13T23:47Z 160.4K followers, [----] engagements


"Expect to see a lot more Zillow charts like this"  
[X Link](https://x.com/anyuser/status/1814807268539396563)  2024-07-20T23:39Z 160.4K followers, 356.4K engagements


"@DrRyanPDaly Probably but the program also allows +Spouse (H4) who can work + dependents (who can marry and get citizenship and also then can bring over other relatives)"  
[X Link](https://x.com/anyuser/status/1873479562417606675)  2024-12-29T21:21Z 160.4K followers, 66.3K engagements


"I don't think the average pension realizes how much long duration corporate paper they should own with yields at 6%"  
[X Link](https://x.com/anyuser/status/1879012567047405631)  2025-01-14T03:48Z 160.4K followers, 220.8K engagements


"This has to be really annoying"  
[X Link](https://x.com/HayekAndKeynes/status/1883137202810728712)  2025-01-25T12:57Z 160.4K followers, 368.8K engagements


"Microstrategy represented 28% of the flow into bitcoin last year (per JPM)"  
[X Link](https://x.com/HayekAndKeynes/status/1900600743100301703)  2025-03-14T17:31Z 160.4K followers, 1.3M engagements


"Nvidias forward PE is 20"  
[X Link](https://x.com/anyuser/status/1909067633103610216)  2025-04-07T02:16Z 160.4K followers, 204.3K engagements


"When the Treasury secretary tells you Wall Street had a good run but now its time for Main Street take notice"  
[X Link](https://x.com/anyuser/status/1909670560772009992)  2025-04-08T18:11Z 160.4K followers, 269.7K engagements


"A single $160bn infrastructure project thats half of what US tariffs are expected to be in this year for context a typical hurricane in the US will cause insured losses of $30-50bn. The sheer scale of investment is hard to describe. Chinese Premier Li Qiang launched construction of a mega-dam project in the lower reaches of the Yarlung Tsangpo river in Tibet on Saturday with a total planned investment of [---] trillion yuan ($167 billion) according to the official Xinhua News Agency. https://t.co/AwPnK34Awn Chinese Premier Li Qiang launched construction of a mega-dam project in the lower"  
[X Link](https://x.com/HayekAndKeynes/status/1947206787402174946)  2025-07-21T08:07Z 160.4K followers, 18.3K engagements


"Though YTD a lot of other themes have been profitable - obviously AI (and related themes such as power) alongside a broad array of defense related themes"  
[X Link](https://x.com/HayekAndKeynes/status/1957781721904009567)  2025-08-19T12:28Z 160.4K followers, 10.5K engagements


"If you want a simple way to trade a reversal this in your PA (or retirement account where shorting is hard) check out $BTAL"  
[X Link](https://x.com/HayekAndKeynes/status/1957847417547567322)  2025-08-19T16:49Z 160.4K followers, 40.2K engagements


"Is Nvidia topping out for now"  
[X Link](https://x.com/HayekAndKeynes/status/1961073728298570058)  2025-08-28T14:29Z 160.4K followers, 20.5K engagements


"Weighting of Nvidia vs other countries in ACWI"  
[X Link](https://x.com/HayekAndKeynes/status/1985472077961334793)  2025-11-03T22:20Z 160.4K followers, 98.3K engagements


"@PEundertaker I sold the other week on the spike. Added some bitcoin and crypto miners then. Adding again $BTAL slowly"  
[X Link](https://x.com/HayekAndKeynes/status/1996263667470578016)  2025-12-03T17:02Z 160.4K followers, [---] engagements


"@Nichola64843717 Giving new meaning to emperor for life. this is a similar wild story. https://nypost.com/2025/12/23/tech/russian-telegram-founder-pavel-durov-with-100-kids-already-offers-to-pay-ivf-costs-for-any-woman-under-37-who-wants-to-use-his-sperm/ https://nypost.com/2025/12/23/tech/russian-telegram-founder-pavel-durov-with-100-kids-already-offers-to-pay-ivf-costs-for-any-woman-under-37-who-wants-to-use-his-sperm/"  
[X Link](https://x.com/HayekAndKeynes/status/2013313091572744596)  2026-01-19T18:10Z 160.5K followers, [---] engagements


"National debt is just the tip of the iceberg. Unfunded liabilities such as Medicare Social security and pensions dwarf this amount by a factor of 10"  
[X Link](https://x.com/anyuser/status/998602512772059136)  2018-05-21T16:32Z 160.4K followers, [----] engagements

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