# ![@MauiBoyMacro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1528430164559794177.png) @MauiBoyMacro Kalani o Māui

Kalani o Māui posts on X about inflation, stocks, debt, maui the most. They currently have [-------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1528430164559794177/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528430164559794177/c:line/m:interactions.svg)


### Mentions: [--] [#](/creator/twitter::1528430164559794177/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528430164559794177/c:line/m:posts_active.svg)


### Followers: [-------] [#](/creator/twitter::1528430164559794177/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528430164559794177/c:line/m:followers.svg)


### CreatorRank: [-------] [#](/creator/twitter::1528430164559794177/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1528430164559794177/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [exchanges](/list/exchanges)  [social networks](/list/social-networks) 

**Social topic influence**
[inflation](/topic/inflation) #1142, [stocks](/topic/stocks) #4925, [debt](/topic/debt) #1317, [maui](/topic/maui), [china](/topic/china), [money](/topic/money), [tariffs](/topic/tariffs), [bitcoin](/topic/bitcoin), [deflation](/topic/deflation), [ai](/topic/ai)

**Top accounts mentioned or mentioned by**
[@kobeissiletter](/creator/undefined) [@donmiami3](/creator/undefined) [@macroedgeres](/creator/undefined) [@cherrygarciafan](/creator/undefined) [@texasoncologist](/creator/undefined) [@dimartinobooth](/creator/undefined) [@hussmanjp](/creator/undefined) [@m3melody](/creator/undefined) [@savingscaptain](/creator/undefined) [@pikercapital](/creator/undefined) [@mrawsumb](/creator/undefined) [@coloradotravis](/creator/undefined) [@sixfinance](/creator/undefined) [@macroedgevision](/creator/undefined) [@yieldsearcher](/creator/undefined) [@kennycapphd](/creator/undefined) [@dedkatbouns](/creator/undefined) [@philbak1](/creator/undefined) [@jimmydean197](/creator/undefined) [@menlobear](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Goldman Sachs (GS)](/topic/goldman-sachs) [Tesla, Inc. (TSLA)](/topic/$tsla) [Strategy (MSTR)](/topic/$mstr) [Charles Schwab Corporation (SCHW)](/topic/charles-schwab) [Microsoft Corp. (MSFT)](/topic/microsoft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Apple, Inc. (AAPL)](/topic/$aapl) [Morgan Stanley (MS)](/topic/morgan-stanley) [April (APRIL)](/topic/april)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Going back it seems the Nasdaq consistently bounces off the [--] EMA on this monthly (until now). Without more QE this doesnt end well for longs. Chart by Mac10 #NASDAQ"  
[X Link](https://x.com/MauiBoyMacro/status/1552082667545300992)  2022-07-27T00:05Z [----] followers, [--] engagements


"Am I the only one (besides @SuburbanDrone) who thinks this is going to end very badly for $NVDA longs 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1661489220572286976)  2023-05-24T21:47Z [---] followers, [--] engagements


"See any similarities Despite results from $NVDA today investors in semiconductors (and equities in general) should be very concerned"  
[X Link](https://x.com/MauiBoyMacro/status/1661534174531166208)  2023-05-25T00:46Z [---] followers, [--] engagements


"If Jensen Huang (CEO of $NVDA) was as forthright as Scott McNealy (former CEO of Sun Microsystems). 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1661911628076716032)  2023-05-26T01:46Z [---] followers, [--] engagements


"@NorthmanTrader Using Scott McNealys (former CEO of Sun Microsystems) screed as a template for $NVDA this is what a P/S ratio of [--] actually means. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1663597038318260225)  2023-05-30T17:23Z [---] followers, [--] engagements


"@SavingsCaptain Actions speak louder than words. With $NVDA stock up astronomically (based on guidance and hype even though earnings declined) the herd is long. Your poll actually captured the contrarian view not the mainstream view"  
[X Link](https://x.com/MauiBoyMacro/status/1667958852783083521)  2023-06-11T18:15Z [---] followers, [--] engagements


"@PauloMacro 1/ Juniper Networks $JNPR - That IPO is burned into my memory too. I was managing equity and option trading desks back then for a broker dealer that was one of the first in online trading"  
[X Link](https://x.com/MauiBoyMacro/status/1670486397260791809)  2023-06-18T17:39Z [---] followers, [---] engagements


"@PauloMacro 2/ I dont remember the exact numbers but I remember it opened for trading much much higher than the offer price. Then it almost immediately tanked and closed its first day of trading much lower than it opened"  
[X Link](https://x.com/MauiBoyMacro/status/1670492665560072192)  2023-06-18T18:04Z [---] followers, [--] engagements


"@PauloMacro 3/ Since online trading was still so new we were creating risk parameters and guidelines as we went learning hard lessons along the way. One of the big lessons we learned from the $JNPR IPO was to never accept market orders online for IPOs"  
[X Link](https://x.com/MauiBoyMacro/status/1670492821688815618)  2023-06-18T18:04Z [---] followers, [--] engagements


"@Benshooter Yes @MichalStupavsky is absolutely correct. Anyone buying $NVDA at a P/S ratio of [--] is out of their minds. Get real people"  
[X Link](https://x.com/MauiBoyMacro/status/1671721983393009664)  2023-06-22T03:29Z [---] followers, [--] engagements


"$SIVB #SiliconValleyBank Truth 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1672306434237956096)  2023-06-23T18:17Z [---] followers, [--] engagements


"@MichaelAArouet The P/S Ratio for $NVDA is actually closer to [--]. It was [--] prior to reporting their Q1 earnings. Which makes your point even more valid"  
[X Link](https://x.com/MauiBoyMacro/status/1672724654337970177)  2023-06-24T21:53Z [----] followers, [---] engagements


"@SavingsCaptain Wouldnt it be funny if $AAPL winning your stock championship marked a long term top for both $AAPL stock and the overall equity market 😂😂😂"  
[X Link](https://x.com/MauiBoyMacro/status/1674238873977909248)  2023-06-29T02:10Z [---] followers, [--] engagements


"The signs are everywhere. There are always markers. As Ive said before pay attention to the data. 👇🏼 $IWM $SPY $QQQ $AAPL $TSLA"  
[X Link](https://x.com/MauiBoyMacro/status/1674446432043175936)  2023-06-29T15:55Z [---] followers, [---] engagements


"@Keubiko Hes obviously never learned this 👇🏼 It's better to keep your mouth shut and appear stupid than open it and remove all doubt. Mark Twain"  
[X Link](https://x.com/MauiBoyMacro/status/1674535827341455360)  2023-06-29T21:57Z [---] followers, [--] engagements


"@coloradotravis seek how what someone is saying might be objectionable. I think were all a little guilty of this in our current state. Its easy to get sucked into this way of thinking. Everyones on the defensive. It might be a natural outcome of living during this age of fraud and grift"  
[X Link](https://x.com/MauiBoyMacro/status/1674602610404511744)  2023-06-30T02:15Z [---] followers, [--] engagements


"@CDInewsletter Why would anyone think that the only or even primary determining factor to their bull/bear thesis is the rate of inflation Its a little more complicated than that"  
[X Link](https://x.com/MauiBoyMacro/status/1677829163011678208)  2023-07-08T23:56Z [---] followers, [--] engagements


"@Will_DeCotiis Not just PE. $AMZN recently bought One Medical"  
[X Link](https://x.com/MauiBoyMacro/status/1678611817080430593)  2023-07-11T03:46Z [----] followers, [--] engagements


"@TexasOncologist @Will_DeCotiis To Wills point PE gobbling up doctors offices doesnt bode well for the future of healthcare"  
[X Link](https://x.com/MauiBoyMacro/status/1678613989700567040)  2023-07-11T04:46Z [---] followers, [--] engagements


"This needs to be said again. $NVDA is currently priced at 40x trailing [--] month sales and 25x forward sales. Historically 90% of companies priced at similar extreme levels fail within [--] years. The median stock losses are 36% in the next [--] months. Remember #SunMicrosystems"  
[X Link](https://x.com/MauiBoyMacro/status/1686083527685947392)  2023-07-31T18:44Z [---] followers, [---] engagements


"$TSLA 👀 Chart: @SuburbanDrone"  
[X Link](https://x.com/MauiBoyMacro/status/1688225921751556096)  2023-08-06T16:30Z [----] followers, [---] engagements


"Its possible for us to have #deflation in assets while at the same time having #inflation in the things we need. They are not mutually exclusive. This is the result of decades of obscene monetary policies like #ZIRP. #Recession"  
[X Link](https://x.com/MauiBoyMacro/status/1688974878916182016)  2023-08-08T18:06Z [---] followers, [---] engagements


"@DonMiami3 Even if hiring plans miraculously reappear they wont need $ZIP or the others. It will be easy to recruit employees by that point in the cycle"  
[X Link](https://x.com/MauiBoyMacro/status/1689059142353498112)  2023-08-08T23:40Z [---] followers, [---] engagements


"Please pray for #Maui. 🙏 #MauiFires"  
[X Link](https://x.com/MauiBoyMacro/status/1689288174625845248)  2023-08-09T14:51Z [---] followers, [----] engagements


"@TexasOncologist Its heartbreaking. The old banyan tree Pioneer Inn most of Front St its all gone"  
[X Link](https://x.com/MauiBoyMacro/status/1689361242258112512)  2023-08-09T19:41Z [---] followers, [---] engagements


"Hey @WCKitchen please come to #Maui we need your help and expertise. #MauiFires cc: @chefjoseandres"  
[X Link](https://x.com/MauiBoyMacro/status/1689397567812206595)  2023-08-09T22:05Z [---] followers, [---] engagements


"United Way Maui Fire Relief Fund https://ignite.stratuslive.com/auw/get-involved/donate/mauireliefmibextid=Zxz2cZ https://ignite.stratuslive.com/auw/get-involved/donate/mauireliefmibextid=Zxz2cZ"  
[X Link](https://x.com/MauiBoyMacro/status/1689460808856850432)  2023-08-10T02:17Z [----] followers, [----] engagements


"#MauiFires #MauiStrong E iho mai E iho mai E iho mai ka ua o luna nei Wehea ka lani e 'uwi 'ia ke ao opua E ho mai E ho mai ka ua o luna nei e E inu Come down descend downward rain from above The heavens are open and the clouds will be wrung out Give me Give me the rain from above Quench Malie malie malie ka makani nui o Laamaomao Na makani o Maui na makani O Hawai'i Ho mai ka ipu nui a lawe pio ka makani Kiola kiola kiola ka makani i ka ipu a paa Calm calm calm the great winds of La'amaomao The winds of Maui the winds of Hawai'i Bring out the large gourd and capture the winds Toss throw"  
[X Link](https://x.com/MauiBoyMacro/status/1689702854943191040)  2023-08-10T18:18Z [---] followers, [----] engagements


"#MauiFires #MauiStrong Update - Sunday August [--] As of today: [--] active fires: Lahaina and Kula Supply and distribution points: Npili Park S Turns Honokwai Beach Park Kahana Boat Ramp Hawaiian Homes Lahaina Gateway Center (10 a.m. [--] p.m.) A potable water tanker is at the location. People can also go to pickup already written medical prescriptions at the Hyatt and Lahaina Gateway Center which has insulin. Kaiser Permanentes Mobile Health Vehicle will provide first aid at the Lahaina Gateway to members and non-members at no cost.The Mobile Health Vehicle will be open from [--] a.m. to [--] p.m. no"  
[X Link](https://x.com/MauiBoyMacro/status/1690791832115179520)  2023-08-13T18:26Z [---] followers, [----] engagements


"#MauiFire #MauiStrong This is Engine [--] from the Maui Fire Department. The crew was surrounded by fire and they had to self-barricade. Their captain then went into cardiac arrest and the firefighters were performing CPR while also trying to contact their families they thought they werent going to make it. One of the guys ran out found a police ATV and came back for the others to shuttle them out. The captain was medevacd to Oahu and they survived. Mahalo Nui Maui Fire Department ❤"  
[X Link](https://x.com/MauiBoyMacro/status/1690888081648623616)  2023-08-14T00:48Z [---] followers, [----] engagements


"#MauiFires #MauiStrong #MauiRelief Update - Tuesday August [--] FIRE UPDATE Upcountry/Kula fire: 65% contained [---] acres burned. Hot spots in gulches and other hard to reach places along with land divisions and fences make establishment of complete control lines difficult. Lahaina fire: 85% contained. Estimated [----] acres. Multiple fire crews are assigned to monitor and address any flareups. There are no active threats at this time. FATALITY UPDATE Fatalities: [--] confirmed souls. Three have been identified. Maui police say public notification will begin on Tuesday after families were notified."  
[X Link](https://x.com/MauiBoyMacro/status/1691472331536007168)  2023-08-15T15:30Z [---] followers, [---] engagements


"#MauiFires #MauiStrong #MauiRelief Maui Humane Society estimates [----] lost animals from fires. Dr. Lisa M. Labrecque DVM who just began as CEO of the animal shelter on July [--] said in a news conference Monday that there is an estimated [----] lost animals due to the fires. The shelter on Piilani Highway in Puunn has received [--] live animals from Lahaina including [--] that are hospitalized in the facilitys clinic with injuries. So far eight of the animals have been reunited with their owners and they are working to try to reunite many more. Anyone with a missing pet or anyone who has found a pet"  
[X Link](https://x.com/MauiBoyMacro/status/1691474322005868544)  2023-08-15T15:37Z [---] followers, [---] engagements


"#MauiFires #MauiStrong #MauiRelief If you are one of the people promoting conspiracy theories about #DEW here on Twitter/X in relation to the wildfires on #Maui please STFU and go away"  
[X Link](https://x.com/MauiBoyMacro/status/1691497943587860480)  2023-08-15T17:11Z [---] followers, [---] engagements


"#MauiFires #MauiStrong #MauiRelief Update - Wednesday August [--] FIRE UPDATE Upcountry/Kula fire: Now75% contained with [---] acres burned. Hot spots in gulches forestsand other hard to reach places along with land divisions and fences make establishment of complete control lines difficult. Lahaina fire: 85% contained and [----] acres burned. Multiple fire crews are assigned to monitor and address any flareups. There are no active threats at this time. The National Guard has two military helicopters on standby for any immediate firefighting needs. FATALITY UPDATE The number of confirmed"  
[X Link](https://x.com/MauiBoyMacro/status/1691837327356915822)  2023-08-16T15:40Z [---] followers, [---] engagements


"Central banks are divided in four categories: the bad ones like the Federal Reserve the very bad ones like the ones in Latin America the horribly bad ones and the Central Bank of Argentina." - Argentina presidential candidate Javier Milei"  
[X Link](https://x.com/MauiBoyMacro/status/1692290886150029454)  2023-08-17T21:42Z [---] followers, [----] engagements


"@menlobear @Peter_Atwater Am I the only one who loves data"  
[X Link](https://x.com/MauiBoyMacro/status/1694190096487153880)  2023-08-23T03:29Z [---] followers, [--] engagements


"@TexasOncologist The messed up part of all of this is that it doesnt have to be this way. By suppressing normal run of the mill recessions the malinvestment leverage debt etc. all build until its just too much and we finally have a massive recession and turmoil in financial markets"  
[X Link](https://x.com/MauiBoyMacro/status/1694434234403086474)  2023-08-23T19:39Z [---] followers, [--] engagements


"@TexasOncologist There is nothing wrong with normal recessions they are healthy. There is nothing wrong with short periods of deflation they are healthy. Its analogous to suppressing small forest fires that are actually healthy for the environment. Recession and inflation arent the boogeyman"  
[X Link](https://x.com/MauiBoyMacro/status/1694435398997684366)  2023-08-23T19:44Z [---] followers, [--] engagements


"If a massive increase in #M2 money supply contributed to the #inflation weve been experiencing since the pandemic then how does the greatest ever decrease in money supply not contribute to the #deflation that is coming 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1694863514907857059)  2023-08-25T00:05Z [---] followers, [--] engagements


"So much for $NVDA earnings boosting the #Nasdaq. 😂😂😂"  
[X Link](https://x.com/MauiBoyMacro/status/1694887276025983423)  2023-08-25T01:39Z [----] followers, [---] engagements


"Well said. 👇🏼 $NVDA"  
[X Link](https://x.com/MauiBoyMacro/status/1694901486377963852)  2023-08-25T02:36Z [---] followers, [---] engagements


"@Swordfishv44183 If $NVDA is lucky their fate is $CSCO. They could just as easily end up like Sun Microsystems"  
[X Link](https://x.com/MauiBoyMacro/status/1697459924857737561)  2023-09-01T04:02Z [----] followers, [----] engagements


"The shell game $NVDA is possibly playing with some sketchy hedge funds to boost earnings is pretty disturbing. There are too many 🚩 for any rational investor to consider going long. Students of financial history understand that this doesnt end well for retail investors. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1697697911977783614)  2023-09-01T19:48Z [---] followers, [---] engagements


"@Swordfishv44183 I think Sun Microsystems is an even better comparison and what the future looks like for $NVDA"  
[X Link](https://x.com/MauiBoyMacro/status/1698485273300967595)  2023-09-03T23:57Z [----] followers, [---] engagements


"@RJRCapital The only question I have is why is Citrini getting his panties in such a twist over this Regardless of whether or not actual laws have been broken the concern over numerous 🚩 relating to $NVDA CoreWeave and Magnetar are legitimate. Getting so emotional creates more questions"  
[X Link](https://x.com/MauiBoyMacro/status/1698801058766860294)  2023-09-04T20:51Z [---] followers, [----] engagements


"@Mayhem4Markets Be careful making definitive statements like this. Regardless of whether or not actual laws have been broken the concern over numerous red flags relating to $NVDA CoreWeave and Magnetar are legitimate"  
[X Link](https://x.com/MauiBoyMacro/status/1698901300652777525)  2023-09-05T03:30Z [---] followers, [---] engagements


"@GameofTrades_ Can someone please explain to me how this is #bullish Dont @ me show me data"  
[X Link](https://x.com/MauiBoyMacro/status/1699106082474582444)  2023-09-05T17:03Z [---] followers, [----] engagements


"Im not sure who needs to hear this but its very possible to have #deflation in assets while at the same time experiencing #inflation on the daily goods we need to live. 👇🏼 The two are not mutually exclusive"  
[X Link](https://x.com/MauiBoyMacro/status/1699156203652481491)  2023-09-05T20:23Z [---] followers, [--] engagements


"Since [----] the spread between the #SP500 earnings yield and the 3-month #Treasury bill has turned negative [--] times and has just turned negative again. In [--] out of those [--] instances the #Fed had raised rates (just like now) prior to this signal. This is what happened following these [--] instances - Oct 1969: -20% - Oct 1973: -40% - Aug 1980: -26% - July 1990: -20% - Jan 1999: Dot Com Bubble Top There is no better teacher than history in determining the future. Charlie Munger Charts & Data: @GameofTrades_"  
[X Link](https://x.com/MauiBoyMacro/status/1699866051868278883)  2023-09-07T19:23Z [----] followers, [---] engagements


"@breaksomeeggs When it comes to investing actual intelligence matters more than artificial intelligence. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1699884971014631595)  2023-09-07T20:38Z [---] followers, [--] engagements


"With #inflation signals increasing in oil Korea Taiwan etc it seems like a good time for this reminder. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1700288574464168125)  2023-09-08T23:22Z [---] followers, [--] engagements


"@DiMartinoBooth The dreaded inversion of the Treasury yield curve a traditional economic warning sign is easing at long last Its the re-steepening after inversions that kill equity markets. Im not quite sure why its so hard for investors to understand this"  
[X Link](https://x.com/MauiBoyMacro/status/1700584955137654969)  2023-09-09T19:00Z [---] followers, [---] engagements


"Stinky bad breadth. 👇🏼 #SP500"  
[X Link](https://x.com/MauiBoyMacro/status/1701648097158520927)  2023-09-12T17:24Z [---] followers, [---] engagements


"@Swordfishv44183 Its been so long anyone who says they know the exact consequences of negative M2 is full of 💩. The one thing I can tell you is that its not bullish for the economy or financial markets"  
[X Link](https://x.com/MauiBoyMacro/status/1701790934499983515)  2023-09-13T02:52Z [---] followers, [--] engagements


"@Will_DeCotiis We are nowhere near the bottom until $C is trading in the single digits"  
[X Link](https://x.com/MauiBoyMacro/status/1702002809351323676)  2023-09-13T16:54Z [---] followers, [--] engagements


"More stinky bad breadth. 👇🏼 #SP500 $SPX"  
[X Link](https://x.com/MauiBoyMacro/status/1702141763480326504)  2023-09-14T02:06Z [---] followers, [---] engagements


"@coloradotravis We (introverts) got a lot of tricks. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1702142838748918266)  2023-09-14T02:10Z [---] followers, [---] engagements


"And $MS calls this research 😂😂😂"  
[X Link](https://x.com/MauiBoyMacro/status/1702143888218316949)  2023-09-14T02:15Z [---] followers, [---] engagements


"@coloradotravis I just saw that too. That strike is really dragging on"  
[X Link](https://x.com/MauiBoyMacro/status/1702153023689224549)  2023-09-14T02:51Z [---] followers, [--] engagements


"@coloradotravis Me too. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1702156859069874356)  2023-09-14T03:06Z [---] followers, [--] engagements


"@coloradotravis I dont really understand this. For me the appeal is that hes pretty much a centrist (like me). I like that he calls out the left wing nut jobs as much as the right wing zealots. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1702158100130836796)  2023-09-14T03:11Z [---] followers, [--] engagements


"#Maui #MauiStrong #MauiFires E ala hou mai o Lahaina 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1702161708952019061)  2023-09-14T03:25Z [---] followers, [--] engagements


"@coloradotravis If the revolutions are everywhere and were all revolutionaries where does this lead us What are the outcomes besides the destruction of institutions that have held this country together"  
[X Link](https://x.com/MauiBoyMacro/status/1702515758046318980)  2023-09-15T02:52Z [---] followers, [----] engagements


"@Swordfishv44183 One of my favorite quotes. ❤"  
[X Link](https://x.com/MauiBoyMacro/status/1702516632818770025)  2023-09-15T02:56Z [---] followers, [--] engagements


"@coloradotravis It feels like weve been in a general broad regression for a long time now. It was about [--] years ago that Sagan was talking about the dumbing down of America. Unfortunately an accurate prophecy but I agree that well be muddling through for a while"  
[X Link](https://x.com/MauiBoyMacro/status/1702517983623712812)  2023-09-15T03:01Z [---] followers, [---] engagements


"What do you think happens to these massive #Treasury short positions if/when the #Fed breaks something and theyre forced to dramatically lower interest rates 👇🏼 Its not like it hasnt happened before repeatedly"  
[X Link](https://x.com/MauiBoyMacro/status/1703108330527547415)  2023-09-16T18:07Z [---] followers, [--] engagements


"@menlobear Inflation has been defeated (as long as you remove everything thats still inflationary). What a great metric 🤦🏻♂"  
[X Link](https://x.com/MauiBoyMacro/status/1703456866813219016)  2023-09-17T17:12Z [---] followers, [---] engagements


"@KobeissiLetter What does it say that 5% rates are causing so much hardship The focus on higher interest rates is misplaced. Debt defaults are a symptom. When rates are artificially kept too low for too long malinvestment becomes an epidemic. The goal with rates should be equilibrium"  
[X Link](https://x.com/MauiBoyMacro/status/1703859005612032449)  2023-09-18T19:50Z [---] followers, [----] engagements


"@unusual_whales This doesnt mean they are holding less Treasuries it means the value of their Treasury holdings has gone down as yields go up"  
[X Link](https://x.com/MauiBoyMacro/status/1704173580186177638)  2023-09-19T16:40Z [---] followers, [---] engagements


"This chart of the #Fed Funds Rate was shared by Sven @NorthmanTrader yesterday. In log form it visually demonstrates how ridiculous our monetary policy has been for the last [--] years since Greenspan was at the helm. Suppressing interest rates for so long makes #recessions less frequent but far more violent and destructive. The last [--] years proves this. Run of the mill recessions are a healthy and normal part of the economic cycle. Attempts to change naturally occurring cycles is arrogance and hubris. We need a more objective systematic approach for determining #InterestRates. Tag: @hussmanjp"  
[X Link](https://x.com/MauiBoyMacro/status/1704871644555292877)  2023-09-21T14:54Z [---] followers, [--] engagements


"@PikerCap Re-steepening across all curves. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1704895636745965766)  2023-09-21T16:29Z [---] followers, [--] engagements


"@DonMiami3 @MacroEdgeRes This business model does not survive at scale at 550bps. Nor does it survive at 7% + mortgage rates. Nor does it survive with discretionary spending tanking. Nor does it survive with municipalities aggressively limiting STRs. I could keep going but you get the point"  
[X Link](https://x.com/MauiBoyMacro/status/1704959647151796346)  2023-09-21T20:43Z [---] followers, [---] engagements


"If youre an educated investor would you rather buy over-valued #stocks or under-valued [--] yr Treasury #bonds 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1706050026735292455)  2023-09-24T20:56Z [---] followers, [---] engagements


"The most leading part of the most lagging #economic indicator - temporary workers (temps). 👇🏼 The rapid decline in temporary total employees is closely following the pathway of 00/07. Companies pull back spending on temporary help when capex tightens and projects stop.; https://t.co/tUyk228C5y The rapid decline in temporary total employees is closely following the pathway of 00/07. Companies pull back spending on temporary help when capex tightens and projects stop.; https://t.co/tUyk228C5y"  
[X Link](https://x.com/MauiBoyMacro/status/1706419237831803000)  2023-09-25T21:23Z [----] followers, [----] engagements


"Share buybacks used to be illegal and considered stock price manipulation. Ronald Reagan changed the rules. 👇🏼 Why companies "can't afford" higher salaries in one chart https://t.co/mTSMO2gyQ0 Why companies "can't afford" higher salaries in one chart https://t.co/mTSMO2gyQ0"  
[X Link](https://x.com/MauiBoyMacro/status/1706443560072143092)  2023-09-25T23:00Z [----] followers, [---] engagements


"@Will_DeCotiis We dont hit a bottom until $C is single digits"  
[X Link](https://x.com/MauiBoyMacro/status/1706797446645555242)  2023-09-26T22:26Z [---] followers, [--] engagements


"Where are all the no recession or soft landing folks at 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1707063032302743785)  2023-09-27T16:01Z [---] followers, [---] engagements


"@chigrl Red Rocks is dope been there. My favorite is the outdoor amphitheater at the Maui Arts & Cultural Center. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1707548281273028617)  2023-09-29T00:10Z [---] followers, [--] engagements


"Price/Sales $MA = [----] $V = [----] What does it say that at the same time credit card debt is over $1 Trillion for the first time ever interest rates on CC debt near ATH and defaults spiking Mastercard and Visa have some of the highest Price/Sales ratios in equity markets"  
[X Link](https://x.com/MauiBoyMacro/status/1709988311073165314)  2023-10-05T17:45Z [---] followers, [--] engagements


"No China is not selling their US Treasury holdings. All these charts youve seen simply show the value of their treasury holdings going down as a result of #yields going up. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1710784715467432094)  2023-10-07T22:30Z [---] followers, [---] engagements


"Its not just State Street. $SCHW $BAC and almost every large financial institution is betting the #Fed dramatically lowers rates. None of them are taking losses each quarter as yields go up on their long duration holdings. What do they know that the average investor doesnt 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1710802721090175306)  2023-10-07T23:42Z [---] followers, [---] engagements


"The consequence of the largest ever expansion of #M2 was #inflation. What do you think the consequence of the largest ever contraction of M2 will be 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1713712184658997757)  2023-10-16T00:23Z [---] followers, [---] engagements


"@MrAwsumb @DonMiami3 @NWAProfessional The truth can be painful"  
[X Link](https://x.com/MauiBoyMacro/status/1720979449871835485)  2023-11-05T01:40Z [---] followers, [---] engagements


"@PikerCap Its funny how a simple one week bear market rally in Treasuries got bulls so excited. 🤦🏻♂"  
[X Link](https://x.com/MauiBoyMacro/status/1721641110676943334)  2023-11-06T21:30Z [---] followers, [---] engagements


"@Will_DeCotiis @Bob_Iaccino @jimiuorio Big time baby. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1721642850855878708)  2023-11-06T21:36Z [---] followers, [--] engagements


"We need more bag holders er Back by popular demand. 🤦🏻♂"  
[X Link](https://x.com/MauiBoyMacro/status/1721933660872688033)  2023-11-07T16:52Z [---] followers, [--] engagements


"@DogsWithBees @Mayhem4Markets Hey @coloradotravis youve got some financial poetry competition. Well done Matthew"  
[X Link](https://x.com/MauiBoyMacro/status/1721935265407852786)  2023-11-07T16:58Z [---] followers, [--] engagements


"@KobeissiLetter How can this end well It doesnt end well. Anyone who tells you otherwise is either ignorant or intentionally misleading you for their own gain"  
[X Link](https://x.com/MauiBoyMacro/status/1721938491351941409)  2023-11-07T17:11Z [---] followers, [--] engagements


"@GameofTrades_ Top 1% have continued getting richer. Bottom 50% have continued getting poorer Its intentional. Its how the whole system is designed"  
[X Link](https://x.com/MauiBoyMacro/status/1721949270218293644)  2023-11-07T17:54Z [---] followers, [--] engagements


"@KobeissiLetter Just like with equities residential real estate is nowhere near a bottom. All asset classes need to be repriced in this more normal interest rate environment"  
[X Link](https://x.com/MauiBoyMacro/status/1722322990527058050)  2023-11-08T18:39Z [---] followers, [----] engagements


"Recession/Crash Watch List ✅ Inverted Yield Curve ✅ #LEI negative (18 months) ✅ #Bank Lending tightening ✅ Net #Savings depleted ✅ #CreditCard balances at ATH ✅ Auto Delinquencies increasing ✅ #Bankruptcies increasing ✅ Decreasing #Housing prices ✅ #YieldCurve re-steepening ✅ #Unemployment increasing ✅ Fed/State #TaxReceipts negative ☑ #CreditSpreads widen ☑ #Fed pivots ☑ Fed cuts interest rates ☑ #QT is ended The deferral of consequences should not be confused with the absence of consequences. - Jeremy Grantham GMO"  
[X Link](https://x.com/MauiBoyMacro/status/1722966516319346760)  2023-11-10T13:16Z [---] followers, [---] engagements


"We are right on the precipice. 👇🏼 #Recession"  
[X Link](https://x.com/MauiBoyMacro/status/1723047368801583244)  2023-11-10T18:38Z [---] followers, [---] engagements


"Hope is not a strategy. 👇🏼 #SoftLanding"  
[X Link](https://x.com/MauiBoyMacro/status/1725272166382408095)  2023-11-16T21:58Z [---] followers, [--] engagements


"If you think the U of A are the only ones with flawed financial projections youre in for a rude awakening. 👇🏼 Its funny what happens without #ZIRP"  
[X Link](https://x.com/MauiBoyMacro/status/1725299048104726632)  2023-11-16T23:45Z [---] followers, [--] engagements


"@KobeissiLetter When $C is in the single digits thats when you know were near/at the bottom"  
[X Link](https://x.com/MauiBoyMacro/status/1725994061822353529)  2023-11-18T21:47Z [---] followers, [---] engagements


"Foreclosure moratoriums eviction moratoriums student loan payment moratoriums There are businesses and individuals on the other side of these moratoriums losing money. Whats the point of signing a contract anymore Know nothings are always bitching about capitalism but we dont actually have capitalism in this country anymore"  
[X Link](https://x.com/MauiBoyMacro/status/1726058703928119389)  2023-11-19T02:03Z [---] followers, [----] engagements


"@TexasOncologist @SandLot84 I can He (along with every other person who sacrificed to beat fascism) would be fucking disgusted"  
[X Link](https://x.com/MauiBoyMacro/status/1726084898598080652)  2023-11-19T03:48Z [---] followers, [--] engagements


"All the cockroaches come scurrying out of the dark corners when antisemitism becomes normalized. 👇🏼 Do better America"  
[X Link](https://x.com/MauiBoyMacro/status/1726085901913329906)  2023-11-19T03:52Z [---] followers, [---] engagements


"Respect. 👊🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1726087911303696388)  2023-11-19T04:00Z [---] followers, [---] engagements


"@agnostoxxx Sure Id be ok with this as long as Broker Dealers are ok with clients being able to sue them in a court of law instead of requiring binding arbitration"  
[X Link](https://x.com/MauiBoyMacro/status/1726406265054900445)  2023-11-20T01:05Z [---] followers, [---] engagements


"Thats not for us to decide. It was his decision which was demonstrated in how he lived his life the lyrics to the songs he wrote and in his public comments. He wasnt outwardly antagonistic towards the USA but to describe him as a great American ambassador of goodwill is disrespectful to his legacy"  
[X Link](https://x.com/MauiBoyMacro/status/1726445162099048647)  2023-11-20T03:39Z [---] followers, [---] engagements


"Im sitting here trying to understand the thinking behind your question. Why is it important to you that he be considered an AMERICAN ambassador of goodwill Isnt being a Hawaiian ambassador of goodwill enough A true ally of people of color (as you describe yourself) would never ask the question you asked. It wouldnt matter"  
[X Link](https://x.com/MauiBoyMacro/status/1726453375246729532)  2023-11-20T04:12Z [---] followers, [---] engagements


"This weekend Microsoft was able to hire Sam Altman and Greg Brockman after having no advance notice that they would be fired. Considering $MSFT owns 49% of OpenAI saying they had no advance notice Altman and Brockman would be fired is a rather large assumption. Have you considered the possibility that Microsoft orchestrated the whole thing Stranger things have happened. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1726739889310617626)  2023-11-20T23:10Z [---] followers, [---] engagements


"@TexasOncologist I wish the people of Argentina luck. Theyre sure as hell going to need it. 🤦🏻♂"  
[X Link](https://x.com/MauiBoyMacro/status/1727125238901821566)  2023-11-22T00:42Z [---] followers, [---] engagements


"What happens when the pendulum swings too far to one side 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1727125782689194449)  2023-11-22T00:44Z [---] followers, [--] engagements


"@TexasOncologist Only bad choices. Sounds familiar right"  
[X Link](https://x.com/MauiBoyMacro/status/1727132074199630068)  2023-11-22T01:09Z [---] followers, [---] engagements


"A rational and refreshing perspective. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1727179784659345868)  2023-11-22T04:18Z [---] followers, [--] engagements


"@SavingsCaptain Going public would ruin Vanguard. The strategic long term planning that sets them apart would quickly revert to short term quarterly earnings shenanigans buy backs etc and the data driven discipline would be lost"  
[X Link](https://x.com/MauiBoyMacro/status/1727437944108331491)  2023-11-22T21:24Z [---] followers, [--] engagements


"@PikerCap From @hussmanjp: The chart below shows our estimate of likely 12-year S&P [---] total returns over-and-above the return available on Treasury bonds. I show this chart because the current estimate at -7.8% is the worst level in history. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1727519065395408935)  2023-11-23T02:46Z [---] followers, [---] engagements


"Wishing everyone on FinX a happy and safe Thanksgiving. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1727764176452653418)  2023-11-23T19:00Z [---] followers, [--] engagements


"New Home Sales are keeping residential real estate afloat. Uhm not so much. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1728540332575666195)  2023-11-25T22:25Z [---] followers, [---] engagements


"@coloradotravis If youre ever driving North from Phoenix on I17 on your way to Prescott or Flagstaff stop at Rock Springs Cafe and pick up one of their Jack Daniels Pecan Pies. Itll change your life. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1728554839507169393)  2023-11-25T23:22Z [---] followers, [--] engagements


"@coloradotravis 🎯 Bullseye Travis"  
[X Link](https://x.com/MauiBoyMacro/status/1728557340520223211)  2023-11-25T23:32Z [---] followers, [--] engagements


"Got $VIX 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1728563643435122778)  2023-11-25T23:57Z [---] followers, [--] engagements


"Crescats macro model encompassing [--] macro fundamental and technical indicators is now at one of its most alarming levels in the data record. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1729177069861662741)  2023-11-27T16:35Z [---] followers, [--] engagements


"@SavingsCaptain @KobeissiLetter The Mastercard number was 2.5% and even that wasnt inflation adjusted"  
[X Link](https://x.com/MauiBoyMacro/status/1729591689646371227)  2023-11-28T20:02Z [---] followers, [--] engagements


"Bens (@EpsilonTheory) thoughts on this are dead on. Most people arent aware that during the S&L crisis of the 1980s over [----] high ranking financial company executives were criminally CONVICTED of crimes. That crisis cost taxpayers $125 Billion. The GFC cost American taxpayers $13 Trillion and the DOJ only criminally prosecuted and convicted one person"  
[X Link](https://x.com/MauiBoyMacro/status/1729596287904079992)  2023-11-28T20:21Z [---] followers, [--] engagements


"@EpsilonTheory This is the one poor sap who went to jail. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1729597759798288420)  2023-11-28T20:26Z [---] followers, [--] engagements


"@PikerCap Not exactly a contrarian take from The Contrarian Desk"  
[X Link](https://x.com/MauiBoyMacro/status/1729707086156550401)  2023-11-29T03:41Z [---] followers, [--] engagements


"@menlobear The #Fed made debt free for so long that we have a whole generation of investors that dont understand the consequences coming with this rate regime change. The lag is almost over and the bill almost due"  
[X Link](https://x.com/MauiBoyMacro/status/1729716420940849555)  2023-11-29T04:18Z [---] followers, [--] engagements


"This is Maui Boy Steve Roberson surfing a [--] ft bomb last week Friday at #JAWS (Peahi). Baby Steve is only [--] years old. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1730631563778683040)  2023-12-01T16:54Z [---] followers, [--] engagements


"This is a very interesting chart. 👇🏼 Based on historical patterns the massive contraction in liquidity (#M2 minus #GDP) doesnt bode well for stocks (#SP500). Chart: @LanceRoberts"  
[X Link](https://x.com/MauiBoyMacro/status/1730643874266444025)  2023-12-01T17:43Z [---] followers, [--] engagements


"@TexasOncologist @Will_DeCotiis Its reminiscent of GWB on that aircraft carrier with the Mission Accomplished banner only six weeks after the Iraq war began"  
[X Link](https://x.com/MauiBoyMacro/status/1731911241113772516)  2023-12-05T05:39Z [---] followers, [--] engagements


"The felon nails it. 👇🏼 $TSLA"  
[X Link](https://x.com/MauiBoyMacro/status/1731912845833515068)  2023-12-05T05:46Z [---] followers, [---] engagements


"Ahinahina (Silversword) and the moon at Haleakala National Park #Maui. Photo: Dominick Marino"  
[X Link](https://x.com/MauiBoyMacro/status/1732586528663351807)  2023-12-07T02:23Z [---] followers, [--] engagements


"@TexasOncologist @concodanomics Until they dont"  
[X Link](https://x.com/MauiBoyMacro/status/1735376659518505025)  2023-12-14T19:10Z [---] followers, [--] engagements


"If anyone is interested in joining #Bluesky help yourself to an invite code. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1735378168138350734)  2023-12-14T19:16Z [---] followers, [---] engagements


"Only one left. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1735394022028698057)  2023-12-14T20:19Z [---] followers, [--] engagements


"This chart and description from @hussmanjp s latest market comments wow 👇🏼 If you dont understand this chart keep studying it until you do. MarketCap/GVA reflects the ratio of nonfinancial market capitalization to corporate gross value-added including estimated foreign revenues. Notice the cluster of happy outcomes to the upper left. Outstanding 12-month returns shallow 30-month drawdowns. Why Nearly all of those happy pivots occurred with the ratio of MarketCap/GVA below [----]. Compare that with the current multiple at 2.84"  
[X Link](https://x.com/MauiBoyMacro/status/1735691868393116100)  2023-12-15T16:02Z [---] followers, [--] engagements


"its useful to observe that if the Federal Reserve does indeed pivot to rate cuts in the coming months it would occur at the most extreme valuation of any Fed pivot in history"  
[X Link](https://x.com/MauiBoyMacro/status/1735692886895898889)  2023-12-15T16:06Z [---] followers, [---] engagements


"@hussmanjp A quick question John you frequently discuss different valuation metrics whats your opinion of Tobins Q Ratio Although its obviously not helpful from a timing perspective historically it seems accurate. What are your thoughts"  
[X Link](https://x.com/MauiBoyMacro/status/1735695408037519700)  2023-12-15T16:16Z [---] followers, [---] engagements


"If youre male and of a certain age this movie was in your top [--]. 👇🏼 Watching a lot of movies as I rest up Just watched Vision Quest for the 1st time in [--] years - what a great flick Awesome cast & soundtrack. Heck it was Madonna's first film appearance Louden Swain for President https://t.co/DxzzCxvqXs Watching a lot of movies as I rest up Just watched Vision Quest for the 1st time in [--] years - what a great flick Awesome cast & soundtrack. Heck it was Madonna's first film appearance Louden Swain for President https://t.co/DxzzCxvqXs"  
[X Link](https://x.com/MauiBoyMacro/status/1739451949555331149)  2023-12-26T01:03Z [---] followers, [---] engagements


"Yes less common. 👇🏼 And people think this is a good thing. Recessions are an important and necessary part of the #economic cycle. Less common but much more severe and painful. Brought to you by the #Fed. Recessions are becoming less common. https://t.co/DoWTk7xoDB Recessions are becoming less common. https://t.co/DoWTk7xoDB"  
[X Link](https://x.com/MauiBoyMacro/status/1739470826813174004)  2023-12-26T02:18Z [---] followers, [---] engagements


"@coloradotravis Being the one to deliver the inconvenient truths is much more difficult than being on the receiving end. Some of us are skilled at it but theres always a long term price to pay for being the messenger of truth"  
[X Link](https://x.com/MauiBoyMacro/status/1739704324098605057)  2023-12-26T17:46Z [---] followers, [--] engagements


"@chigrl In some states anything with an internal combustion engine will be coveted"  
[X Link](https://x.com/MauiBoyMacro/status/1739732525940166882)  2023-12-26T19:38Z [---] followers, [---] engagements


"@KobeissiLetter Did the Fed run their victory lap too soon Yes"  
[X Link](https://x.com/MauiBoyMacro/status/1739859727860031745)  2023-12-27T04:04Z [---] followers, [----] engagements


"@TexasOncologist Anyone using cash on the sidelines to justify their bullish thesis has no idea what theyre talking about. Its an instant credibility test"  
[X Link](https://x.com/MauiBoyMacro/status/1739876577444536788)  2023-12-27T05:11Z [---] followers, [--] engagements


"@TexasOncologist @Canyonaro @hussmanjp has been hammering away at the cash on the sidelines stupidity for years"  
[X Link](https://x.com/MauiBoyMacro/status/1740189345150275790)  2023-12-28T01:54Z [---] followers, [--] engagements


"@TexasOncologist @Canyonaro @hussmanjp Thats why I say its an instant credibility test with folks on this platform. Anyone who spouts this nonsense is instantly unfollowed I dont care how many credentials and followers they have"  
[X Link](https://x.com/MauiBoyMacro/status/1740190169276576075)  2023-12-28T01:57Z [---] followers, [--] engagements


"@coloradotravis @JonBryant421 More and more people are finally starting to catch on to his bullshit but the cult still has many loyal members"  
[X Link](https://x.com/MauiBoyMacro/status/1740202641299533911)  2023-12-28T02:46Z [---] followers, [--] engagements


"@TexasOncologist @PauloMacro Well have a deflationary crash first. The monetary and fiscal response to that will trigger the next wave of inflation as the Cloudbear has predicted"  
[X Link](https://x.com/MauiBoyMacro/status/1740215542349496715)  2023-12-28T03:38Z [---] followers, [----] engagements


"Yesterday on Maui. 👇🏼 #JAWS (Peahi) blowing up"  
[X Link](https://x.com/MauiBoyMacro/status/1740434446934011997)  2023-12-28T18:08Z [---] followers, [---] engagements


"@GRomePow @RJRCapital Make Federal Reserve mandate SOLELY quality of life But to target quality of life for the middle 60% of the population. A strong middle class is what made this country great"  
[X Link](https://x.com/MauiBoyMacro/status/1740436114291507520)  2023-12-28T18:14Z [---] followers, [---] engagements


"@GameofTrades_ [----] was the year Reagan was elected. Reaganomics changed everything"  
[X Link](https://x.com/MauiBoyMacro/status/1740438053590888897)  2023-12-28T18:22Z [---] followers, [---] engagements


"@GameofTrades_ And #unemployment is highly inversely correlated to real estate prices. 😳"  
[X Link](https://x.com/MauiBoyMacro/status/1740798920639553979)  2023-12-29T18:16Z [---] followers, [--] engagements


"Happy New Year 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1740854182184382838)  2023-12-29T21:55Z [---] followers, [--] engagements


"Ive been looking over many analysts [----] market forecasts/predictions and the one thing that stands out for me is that almost nobody is pricing in geopolitical risk. 👇🏼 Hundreds of thousands of people took to the streets of Sanaa in Yemen today to show their support for Hamas and the Houthi war on international maritime trade https://t.co/PUumy0jUV0 Hundreds of thousands of people took to the streets of Sanaa in Yemen today to show their support for Hamas and the Houthi war on international maritime trade https://t.co/PUumy0jUV0"  
[X Link](https://x.com/MauiBoyMacro/status/1741203860021215470)  2023-12-30T21:05Z [---] followers, [--] engagements


"@LizzMurr56 The Houthi rebels in Yemen brought back the practice of slavery. Your narrative needs some work"  
[X Link](https://x.com/MauiBoyMacro/status/1741667328658755703)  2024-01-01T03:47Z [---] followers, 10.3K engagements


"@GameofTrades_ With $8.2 Trillion in Treasuries maturing in [----] net interest costs will increase significantly rolling that debt over. Unlessuhm I dont know something breaks and the #Fed lowers rates. 🤔"  
[X Link](https://x.com/MauiBoyMacro/status/1741902811368235298)  2024-01-01T19:22Z [---] followers, [---] engagements


"@DiMartinoBooth And it continues with significant increases in the minimum wages in many states. Not only do these changes harm small businesses more than large corporations but the increases are passed on to consumers making inflation sticky"  
[X Link](https://x.com/MauiBoyMacro/status/1741903772790722742)  2024-01-01T19:26Z [---] followers, [---] engagements


"But the Saudis have a Yemen problem. If the challenges they have with Houthi rebels (funded by Iran) escalate none of these agreements will last. Its in Americas interest to escalate whats happening in the region especially with Yemen. I suspect thats exactly what will happen"  
[X Link](https://x.com/MauiBoyMacro/status/1741930686150529118)  2024-01-01T21:13Z [---] followers, [--] engagements


"@JeffWeniger Geopolitical risks"  
[X Link](https://x.com/MauiBoyMacro/status/1741984143221866868)  2024-01-02T00:45Z [---] followers, [---] engagements


"For all the equity bulls out there: 👇🏼 The total return of the #SP500 has already lagged Treasury bills over the past two years. Some of you might need to read that again"  
[X Link](https://x.com/MauiBoyMacro/status/1742225058934964253)  2024-01-02T16:43Z [---] followers, [---] engagements


"Funny how these periods where Treasury bonds yield more than the total return of the S&P [---] take place right before equities have substantial drawdowns. 🤔 'The yellow bubbles show the rare points in history when estimated S&P [---] total returns were actually below the yield of 10-year Treasury bonds.' https://t.co/F0cJuUm67K by @hussmanjp https://t.co/3xoLpVvfOy 'The yellow bubbles show the rare points in history when estimated S&P [---] total returns were actually below the yield of 10-year Treasury bonds.' https://t.co/F0cJuUm67K by @hussmanjp https://t.co/3xoLpVvfOy"  
[X Link](https://x.com/MauiBoyMacro/status/1742236556700852679)  2024-01-02T17:28Z [---] followers, [---] engagements


"@EdMorrissey @stilltrying1234 @montana_skeptic Only someone from Hawaii would notice the little touches that Alexander Payne included in the movie to make it authentic. From the frequent use of Gabby Pahinui songs to the Kamaina estates chosen for filming and the inclusion of real local political issues so well done"  
[X Link](https://x.com/MauiBoyMacro/status/1742241333895667932)  2024-01-02T17:47Z [---] followers, [--] engagements


"@allstarcharts Treasury Bonds dont act like a safe haven until credit spreads widen. If you dont know that you should. If you do know it youre intentionally misleading people here"  
[X Link](https://x.com/MauiBoyMacro/status/1742255250202075468)  2024-01-02T18:43Z [---] followers, [---] engagements


"@PikerCap It also seems the longer the inversion lasts the more severe the recession. 😳"  
[X Link](https://x.com/MauiBoyMacro/status/1742273100211978516)  2024-01-02T19:54Z [---] followers, [--] engagements


"@MFHoz I think theyre so committed to their academic dogma that they lose sight of what works in the real world to the detriment of the public interest"  
[X Link](https://x.com/MauiBoyMacro/status/1742274263179231726)  2024-01-02T19:58Z [---] followers, [--] engagements


"@ZulaQi @marclamonthill I respectfully disagree. Lowering the bar is never the answer to any problem. Lowered standards and expectations always deliver lowered results. Its a path to mediocrity"  
[X Link](https://x.com/MauiBoyMacro/status/1742296559604359215)  2024-01-02T21:27Z [---] followers, [--] engagements


"@KobeissiLetter Just remember as much as market cap weighting on major indexes helps these Magnificent [--] stocks on the way up the same is true on the way down. 😳"  
[X Link](https://x.com/MauiBoyMacro/status/1742604091010974197)  2024-01-03T17:49Z [---] followers, [---] engagements


"The Conference Boards Leading Economic Indicators (#LEI) has declined for [--] consecutive months its longest streak since 2007-08. 👇🏼 The ISM Manufacturing Purchasing Managers Index (#PMI) has been below [--] (in contraction) for [--] straight months the longest down streak since 2000-01. 👇🏼 Its true that #macroeconomics and #investing are complicated but they arent this complicated folks. Remember the NBER always declares a #recession much later than the date it started"  
[X Link](https://x.com/MauiBoyMacro/status/1742660070696198163)  2024-01-03T21:31Z [---] followers, [---] engagements


"@Dr_Gingerballs Interesting. Theres a lot to unpack here and I have a question: How are banks taking on more risk and levering up to offset decreases in M2 when loan activity seems to be declining significantly"  
[X Link](https://x.com/MauiBoyMacro/status/1742702670681661802)  2024-01-04T00:21Z [---] followers, [----] engagements


"@Dr_Gingerballs Looks like lending is still going down. What am I missing"  
[X Link](https://x.com/MauiBoyMacro/status/1742720302885515467)  2024-01-04T01:31Z [---] followers, [---] engagements


"@Dr_Gingerballs Heres M2 and Velocity. Money Supply has barely moved for a year. Velocity has moved up a little but has a long way to go. Can you help me to understand this part of your thesis"  
[X Link](https://x.com/MauiBoyMacro/status/1742725071196840190)  2024-01-04T01:50Z [---] followers, [--] engagements


"At some point Nonfarm Payrolls (#NFP) will be taking a dive. 👇🏼 Well see what the numbers look like on Friday. Full stop for hiring https://t.co/eKwsPkV8NO Full stop for hiring https://t.co/eKwsPkV8NO"  
[X Link](https://x.com/MauiBoyMacro/status/1742754113098776634)  2024-01-04T03:45Z [---] followers, [---] engagements


"@TexasOncologist @kdubbsy True story. That guy looked like LT jumping over the offensive line 😂😂"  
[X Link](https://x.com/MauiBoyMacro/status/1742754481463496885)  2024-01-04T03:47Z [---] followers, [--] engagements


"U.S. [--] Yr/3 M Spread 😳"  
[X Link](https://x.com/MauiBoyMacro/status/1742971117139288199)  2024-01-04T18:07Z [---] followers, [--] engagements


"@GameofTrades_ Is this time another exception Nope. Not at these valuations regardless of valuation metrics one chooses to look at"  
[X Link](https://x.com/MauiBoyMacro/status/1742972353552998808)  2024-01-04T18:12Z [---] followers, [---] engagements


"@alexlibbrecht Its a historically significant metric. I study and share many of them. Feel free to disregard any you dont like. 🤙🏼"  
[X Link](https://x.com/anyuser/status/1742985554437054496)  2024-01-04T19:05Z [--] followers, [--] engagements


"10 consecutive months of negative revisions to the jobs report. I suspect it will be [--] months in a row in the near future. 👇🏼 Things you typically only see during a recession"  
[X Link](https://x.com/MauiBoyMacro/status/1743311302716780872)  2024-01-05T16:39Z [---] followers, [----] engagements


"@SavingsCaptain The BLS numbers are and have been a joke"  
[X Link](https://x.com/MauiBoyMacro/status/1743314728125071590)  2024-01-05T16:53Z [---] followers, [--] engagements


"This is the bullshit game Im talking about. If these numbers were more accurate these NFP numbers would be misses vs forecasts. 👇🏼 BLS: The change in total #nonfarm payroll employment for October was revised down by [-----] to +105000 and the change for November was down [-----] to +173000. With these revisions employment in Oct. and Nov. combined is [-----] lower than previously reported. #US #NFP BLS: The change in total #nonfarm payroll employment for October was revised down by [-----] to +105000 and the change for November was down [-----] to +173000. With these revisions employment in Oct. and"  
[X Link](https://x.com/MauiBoyMacro/status/1743330849523974424)  2024-01-05T17:57Z [---] followers, [--] engagements


"Please tell me again how the jobs report was good. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1743335953794810234)  2024-01-05T18:17Z [---] followers, [--] engagements


"@PikerCap Not after the negative revisions come in the next few months"  
[X Link](https://x.com/MauiBoyMacro/status/1743339160600265144)  2024-01-05T18:30Z [---] followers, [--] engagements


"And another one. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1743339913368699244)  2024-01-05T18:33Z [---] followers, [--] engagements


"@SavingsCaptain Theres also this. [--] months of significant negative revisions to the jobs numbers totaling 443k jobs negatively revised after the fact in [----] alone. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1743342707622494454)  2024-01-05T18:44Z [---] followers, [--] engagements


"Yellen might be taking a victory lap prematurely. 🧵👇🏼 1/ Are you sure a Fed pivot is something you want https://t.co/ODfuYeR1mI 1/ Are you sure a Fed pivot is something you want https://t.co/ODfuYeR1mI"  
[X Link](https://x.com/MauiBoyMacro/status/1743349690434011481)  2024-01-05T19:12Z [---] followers, [--] engagements


"And another one. Still within normal parameters for a recession. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1743350588623241299)  2024-01-05T19:15Z [---] followers, [--] engagements


"And another one. Temps are a leading indicator. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1743353310822924414)  2024-01-05T19:26Z [---] followers, [--] engagements


"And another one. Annualized growth rates. 👇🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1743354121288368639)  2024-01-05T19:29Z [---] followers, [--] engagements


"More negative revisions. Temps are a leading economic indicator folks. 👇🏼 Temporary Help employment was thought to have bottomed in recent months.then the revisions came in. Temp employment revised down by 51k in the last two months. Growth rate hits a new cycle low at -9.1% https://t.co/pWoPb2Yri3 Temporary Help employment was thought to have bottomed in recent months.then the revisions came in. Temp employment revised down by 51k in the last two months. Growth rate hits a new cycle low at -9.1% https://t.co/pWoPb2Yri3"  
[X Link](https://x.com/MauiBoyMacro/status/1743354998606741660)  2024-01-05T19:33Z [---] followers, [--] engagements


"@donnelly_brent Hey Brent maybe Im a bit confused. The chart pattern is positive revisions during bull markets and negative revisions during bear markets. If there is no bias why do you think the revisions are seemingly always bullish and rarely bearish"  
[X Link](https://x.com/MauiBoyMacro/status/1743366931137409356)  2024-01-05T20:20Z [---] followers, [---] engagements


"@Will_DeCotiis I made a mistake in my comment the [--] months of negative revisions wasnt consecutive. There was one month in there that had a positive revision"  
[X Link](https://x.com/MauiBoyMacro/status/1743368246307488103)  2024-01-05T20:25Z [---] followers, [--] engagements


"@donnelly_brent But if the revisions are always (or mostly) bullish over a long period of time isnt that proof of bias"  
[X Link](https://x.com/MauiBoyMacro/status/1743372543954989118)  2024-01-05T20:42Z [---] followers, [---] engagements


"@donnelly_brent I understand that the methodology is pro-cyclical but I dont think that fully explains why the revisions are consistently bullish over a long period of time regardless of them being positive or negative"  
[X Link](https://x.com/MauiBoyMacro/status/1743378242168660021)  2024-01-05T21:05Z [---] followers, [---] engagements


"@Will_DeCotiis I like to be transparent. The sphincter police are always here trying to find a gotcha moment"  
[X Link](https://x.com/anyuser/status/1743378818751152481)  2024-01-05T21:07Z [--] followers, [--] engagements


"@DonMiami3 @The_Real_Fly Its a traditional Mori Haka. It might simply be ceremonial nothing idiotic about it. 🤙🏼"  
[X Link](https://x.com/MauiBoyMacro/status/1743390630502662201)  2024-01-05T21:54Z [---] followers, [--] engagements


"@breaksomeeggs @mcuban I think like with many things these days the pendulum has swung too far in one direction"  
[X Link](https://x.com/MauiBoyMacro/status/1743391595104481466)  2024-01-05T21:58Z [---] followers, [--] engagements


"Is it possible that the pro-cyclicality of the methodology behind NFP data is excessive actually creating the bias many of us suspect"  
[X Link](https://x.com/MauiBoyMacro/status/1743403635588153790)  2024-01-05T22:46Z [---] followers, [--] engagements


"Is it possible that the pro-cyclicality of the methodology behind NFP data is excessive actually creating the bias many of us suspect"  
[X Link](https://x.com/MauiBoyMacro/status/1743656072273915961)  2024-01-06T15:29Z [---] followers, [--] engagements


"@texasrunnerDFW I think a recession certainly began in [----] and when all is said and done the NBER will date it that way"  
[X Link](https://x.com/MauiBoyMacro/status/1743708205220606044)  2024-01-06T18:56Z [---] followers, [--] engagements


"I spent [--] years in the investment business. Its true that naked short selling is a violation of numerous rules and regulations. From my experience this has always been an area of tremendous focus and scrutiny by regulators of brokerages market makers etc and is not a widespread issue. Studies prove that legitimate (not naked) short sellers are an important part of healthy market ecosystem. They have also been instrumental in uncovering fraud at publicly owned companies. Nikola Corp $NKLA is a great recent example. If CEOs and executives of publicly owned corporations are not committing fraud"  
[X Link](https://x.com/MauiBoyMacro/status/1743719952560046188)  2024-01-06T19:43Z [---] followers, [----] engagements


"@pulte @pulte I spent [--] years in the investment business. Its true that naked short selling is a violation of numerous rules and regulations. From my experience this has always been an area of tremendous focus and scrutiny by regulators of brokerages market makers etc and is not a @pulte I spent [--] years in the investment business. Its true that naked short selling is a violation of numerous rules and regulations. From my experience this has always been an area of tremendous focus and scrutiny by regulators of brokerages market makers etc and is not a"  
[X Link](https://x.com/MauiBoyMacro/status/1743756440345751984)  2024-01-06T22:08Z [---] followers, [--] engagements


"@GameofTrades_ Historically the duration of the inversions have some correlation to the severity of the recessions that follow the re-steepening"  
[X Link](https://x.com/MauiBoyMacro/status/1744057681529438380)  2024-01-07T18:05Z [---] followers, [----] engagements


"The vast majority of these unrealized losses are banks and brokerages sitting on underwater long duration US Treasuries. Its absolutely a concern. Its also important to remember that historically the Fed lowers rates quickly when something breaks. If this happens again these unrealized losses vanish"  
[X Link](https://x.com/MauiBoyMacro/status/1744061191398531221)  2024-01-07T18:19Z [---] followers, 16.3K engagements


"A very thorough breakdown. 👇🏼 The December labor report wasn't hot or good it was a total trainwreck. HH Survey crashed and FT employment plunged in one of the worst months for it in history (more than [--] years). Sure the headline was higher than expected and better than 200k but it won't be since almost https://t.co/fjO445uZh6 The December labor report wasn't hot or good it was a total trainwreck. HH Survey crashed and FT employment plunged in one of the worst months for it in history (more than [--] years). Sure the headline was higher than expected and better than 200k but it won't be"  
[X Link](https://x.com/MauiBoyMacro/status/1744077170140704911)  2024-01-07T19:22Z [---] followers, [--] engagements


"@pulte When the CEO Board Members Executives or large shareholders of a publicly held corporation start publicly vilifying short sellers its almost always deflection and projection"  
[X Link](https://x.com/MauiBoyMacro/status/1744082158980067368)  2024-01-07T19:42Z [---] followers, [---] engagements

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