#  @MaxAnderson Max Anderson Max Anderson posts on X about liquidity, $spx, spx, debt the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::404552269/interactions)  - [--] Week [---------] +582% - [--] Month [---------] +617% - [--] Months [----------] +1,299% - [--] Year [----------] +450% ### Mentions: [--] [#](/creator/twitter::404552269/posts_active)  - [--] Week [--] +67% - [--] Month [--] +73% - [--] Months [---] +121% - [--] Year [---] +55% ### Followers: [------] [#](/creator/twitter::404552269/followers)  - [--] Week [------] -0.03% - [--] Month [------] -0.12% - [--] Months [------] +5.80% - [--] Year [------] +5.80% ### CreatorRank: [-------] [#](/creator/twitter::404552269/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 69% [cryptocurrencies](/list/cryptocurrencies) 11% [currencies](/list/currencies) 5% [technology brands](/list/technology-brands) 3% [stocks](/list/stocks) 2% [countries](/list/countries) 2% [social networks](/list/social-networks) 1% [exchanges](/list/exchanges) 1% **Social topic influence** [liquidity](/topic/liquidity) 26%, [$spx](/topic/$spx) 25%, [spx](/topic/spx) 21%, [debt](/topic/debt) #893, [inflation](/topic/inflation) 12%, [fed](/topic/fed) 10%, [$btc](/topic/$btc) 7%, [ai](/topic/ai) 6%, [target](/topic/target) 5%, [gdp](/topic/gdp) 5% **Top accounts mentioned or mentioned by** [@commschoolhater](/creator/undefined) [@moltbook](/creator/undefined) [@strive4more](/creator/undefined) [@nikitabier](/creator/undefined) [@firstadopter](/creator/undefined) [@barbellfi](/creator/undefined) [@fps_shad0w](/creator/undefined) [@chocofur](/creator/undefined) [@dustinboswell](/creator/undefined) [@felmointheass](/creator/undefined) [@jackedtechbro](/creator/undefined) [@luisgonzaleznf](/creator/undefined) [@logweaver](/creator/undefined) [@mrbdelany](/creator/undefined) [@gundersonn3430](/creator/undefined) [@alexandermarkov](/creator/undefined) [@grok](/creator/undefined) [@__strive4more_](/creator/undefined) [@b2b_mikey](/creator/undefined) [@nkozyra](/creator/undefined) **Top assets mentioned** [SPX6900 (SPX)](/topic/$spx) [Bitcoin (BTC)](/topic/$btc) ### Top Social Posts Top posts by engagements in the last [--] hours "In case you couldnt tell from the lemonade stand piece this is a joke (sorry all you CPA gurus) But for founder friends - if youre a founder of a real company thats a c corp and are going to sell that company subject to QSBS you actually can do this (or something like it) to convert taxable assets you have into a pseudo-Roth Its legal and it works. Heres how: For ex you fund your company with an extra $2m of BTC (which the company doesnt plan to ever touch) Run the company for 5+ years and then sell it subject to QSBS BTC has appreciated to $5m over that period and company still hasnt touched" [X Link](https://x.com/MaxAnderson/status/2021609942101467384) 2026-02-11T15:39Z 31.1K followers, [----] engagements "Damn. I owe my wife an apology been right about her no shoes in the house OCD all along Did you know your shoes can harbor over [------] bacteria & nearly all of them transfer to your floors & inside your home https://t.co/KM39VhjhuH Did you know your shoes can harbor over [------] bacteria & nearly all of them transfer to your floors & inside your home https://t.co/KM39VhjhuH" [X Link](https://x.com/MaxAnderson/status/2021968364776960380) 2026-02-12T15:23Z 31.1K followers, [----] engagements "Wow. Incredible perspective If you want to feel grateful read this and take a minute to really think about it In order to be born you needed: [--] parents [--] grandparents [--] great-grandparents [--] second great-grandparents [--] third great-grandparents [--] fourth great-grandparents [---] fifth great-grandparents [---] sixth great-grandparents [---] seventh great-grandparents [----] eighth https://t.co/Kh7HTPP8oy In order to be born you needed: [--] parents [--] grandparents [--] great-grandparents [--] second great-grandparents [--] third great-grandparents [--] fourth great-grandparents [---] fifth great-grandparents 256" [X Link](https://x.com/MaxAnderson/status/2021975855220838553) 2026-02-12T15:53Z 31.1K followers, [----] engagements "This means he did $114 in sales per hour for [--] hours We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild. We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild" [X Link](https://x.com/MaxAnderson/status/2022202578642370931) 2026-02-13T06:54Z 31.1K followers, 831.1K engagements "The only chart you need to understand macro economics and personal finance for the next [--] yrs 👇" [X Link](https://x.com/MaxAnderson/status/1875283650713153714) 2025-01-03T20:50Z 31.1K followers, 1.3M engagements "@__strive4more_ Hence the lemonade stand bruh" [X Link](https://x.com/MaxAnderson/status/2021436906433851759) 2026-02-11T04:11Z 31.1K followers, [----] engagements "Ultimate tax cheat code Take a bunch of BTC or assets you know will appreciate Stuff them into a c corp Operate a lemonade stand or another basic biz using your c corp Wait [--] years Sell c corp containing all your appreciated assets Elect QSBS Keep $15M or 10x your cost basis tax free $30M if you co-own c corp with your wife https://twitter.com/i/web/status/2021423833018925522 https://twitter.com/i/web/status/2021423833018925522" [X Link](https://x.com/MaxAnderson/status/2021423833018925522) 2026-02-11T03:19Z 31.1K followers, 26.3K engagements "It will stop being a good idea to own Bitcoin if/when the government stops running deficits and starts paying down its debt Until then dips are to be bought and everything else is noise" [X Link](https://x.com/MaxAnderson/status/2018425850434298043) 2026-02-02T20:46Z 31.1K followers, [----] engagements "This is why you costless-collar your IPO shares Imagine being a Figma employee who waited a decade for the IPO only to have a 180-day lock-up that ended last week. https://t.co/wpfVNFGjkJ Imagine being a Figma employee who waited a decade for the IPO only to have a 180-day lock-up that ended last week. https://t.co/wpfVNFGjkJ" [X Link](https://x.com/MaxAnderson/status/2019164811284869634) 2026-02-04T21:42Z 31.1K followers, 576.5K engagements "Software ate the world Now AI is eating software" [X Link](https://x.com/MaxAnderson/status/2019441191276749213) 2026-02-05T16:01Z 31.1K followers, [----] engagements "@nikitabier Unplug twilio Email is already a goner" [X Link](https://x.com/MaxAnderson/status/2021969137086652789) 2026-02-12T15:26Z 31.1K followers, [---] engagements "@firstadopter One of them is going to blow a gigantic hole in their financials with AI capex and the other isnt" [X Link](https://x.com/MaxAnderson/status/2022203078620098683) 2026-02-13T06:55Z 31.1K followers, [----] engagements "Also - its worse than described above because the magician is a bastard He has an IOU from the government for [----] shells The government can tax away as many shells as it wants from anyone on the island whenever it wants to so this IOU is guaranteed to be repaid A government IOU for shells is seen as equally valuable to physical shells The magician carves the IOU into [--] pieces worth [---] shells each and gives them to [--] of his friends There is now [----] physical shells + [----] paper shells in the economy Your house is now worth [---] shells Each shell is worth 0.333% of a house" [X Link](https://x.com/MaxAnderson/status/2018377000386466261) 2026-02-02T17:32Z 31.1K followers, [----] engagements "In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V" [X Link](https://x.com/MaxAnderson/status/2017332216003706915) 2026-01-30T20:20Z 31.1K followers, [----] engagements "Youre on an island with [--] houses and [----] sea shells which everyone has agreed to use as money Each house is worth [---] shells Each shell is worth 1% of a house The island government taxes everyone 50% There are now [---] shells left in the economy Your house is worth [--] shells Each shell is worth 2% of a house (taxes are deflationary) The government spends its [---] shells There are now [----] shells in the economy again Your house is worth [---] shells again Each shell is back to being worth 1% of a house (fiscal spending is inflationary) A magician appears on the island who can create shells out" [X Link](https://x.com/MaxAnderson/status/2018366481558626307) 2026-02-02T16:50Z 31.1K followers, [----] engagements "Did this recently Can confirm its awesome A couple times a year I get [---] $2 bills from the bank and use them as tips. They play like a $5 and people love the novelty of receiving one. https://t.co/POUQ8R0Jco A couple times a year I get [---] $2 bills from the bank and use them as tips. They play like a $5 and people love the novelty of receiving one. https://t.co/POUQ8R0Jco" [X Link](https://x.com/MaxAnderson/status/2019425570774479091) 2026-02-05T14:59Z 31.1K followers, [----] engagements "Good to see This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S" [X Link](https://x.com/MaxAnderson/status/2021828689944867241) 2026-02-12T06:08Z 31.1K followers, [----] engagements "@BarbellFi The bonds are likely just dead weight in an era where practically every government on earth has metastasizing stage [--] debt disease Gold would be a good add for that same reason" [X Link](https://x.com/MaxAnderson/status/2022728727915036816) 2026-02-14T17:44Z 31.1K followers, [----] engagements "Retest of June lows across $SPX and most other risk assets coming in hot 👀" [X Link](https://x.com/MaxAnderson/status/1573144452855697408) 2022-09-23T02:57Z 31.1K followers, [--] engagements "$SPX is now back to roughly fair value based on Net Liquidity looking forward [--] week Those pressing shorts here may want to pull their head up for a breather Not that we can't still see more downside from here but the bulk of the obvious move is behind us for now Retest of June lows across $SPX and most other risk assets coming in hot 👀 Retest of June lows across $SPX and most other risk assets coming in hot 👀" [X Link](https://x.com/MaxAnderson/status/1573543468869091328) 2022-09-24T05:22Z 31.1K followers, [---] engagements "After brief intra-day visit to 270pts below fair value yday (historic extreme) $SPX found a bid Followed by massive short-covering rally to finish day at more reasonable 100pts below fair value You'll see many narratives on FinTwit today Remember it's a mechanical system $SPX finished the day 150pts below fair value based on Net Liquidity If CPI at or below expectations tmrw = probable setup for squeeze On the other hand tax extension deadline on Oct [--] creates risk for spike up in TGA causing risk assets to dump Spicy week 👀🍿 https://t.co/cJa2X0Gy0Q $SPX finished the day 150pts below fair" [X Link](https://x.com/MaxAnderson/status/1580929402749132800) 2022-10-14T14:31Z 31.1K followers, [---] engagements "Despite today's rally $SPX remains 150pts below fair value based on Net Liquidity💦 Why $115 billion of liquidity was pumped in the system over past [--] days: $40bn from Treasury $75bn from RRP Brings fair value for $SPX up to [----] looking forward [--] wk After brief intra-day visit to 270pts below fair value yday (historic extreme) $SPX found a bid Followed by massive short-covering rally to finish day at more reasonable 100pts below fair value You'll see many narratives on FinTwit today Remember it's a mechanical system https://t.co/Ky67S3f4jF After brief intra-day visit to 270pts below fair" [X Link](https://x.com/MaxAnderson/status/1582156270286430208) 2022-10-17T23:47Z 31.1K followers, [---] engagements "Fair value for $SPX based on Net Liquidity💦 remains at [----] looking forward [--] wk With $SPX currently 150pts above fair value heading into next week the balance of risks favors beginning to fade this rally Something magic happened in July [----]. Since then you can predict the future. With 95% accuracy. It's worked perfectly for over [--] years. The 1% who know have made billions betting on it. But nobody else is paying attention. Here's how you can use this too 👇 Something magic happened in July [----]. Since then you can predict the future. With 95% accuracy. It's worked perfectly for over 2" [X Link](https://x.com/MaxAnderson/status/1586759937320833027) 2022-10-30T16:40Z 31.1K followers, [---] engagements "Intraday update: MASSIVE $75bn pulled from Reverse Repo today Nearly a month of "QT" (Fed balance sheet reduction) cancelled out in a day Raises fair value for $SPX to [----] looking forward [--] wk $SPX now sitting 100pts above fair value $SPX remains 200pts above fair value based on Net Liquidity💦 looking forward [--] wk https://t.co/FfkMmZZaDU $SPX remains 200pts above fair value based on Net Liquidity💦 looking forward [--] wk https://t.co/FfkMmZZaDU" [X Link](https://x.com/MaxAnderson/status/1587519997697556481) 2022-11-01T19:00Z 31.1K followers, [---] engagements "Don't get me wrong zero interest rates were a god damn good time It felt amazing. Downright orgasmic 💦 But sadly nothing good lasts forever 0% turned into 4% On its way to 5% Really really f*cking quick" [X Link](https://x.com/MaxAnderson/status/1588039139873722375) 2022-11-03T05:23Z 31.1K followers, [---] engagements "By now it's probably becoming clear how difficult it would be for the Fed to hold rates much higher than 5% for any significant period of time Go much above there and stay for long things break badly Now let's move on to the part about the Fed's plan to defeat inflation" [X Link](https://x.com/MaxAnderson/status/1588039174866845696) 2022-11-03T05:23Z 31.1K followers, [---] engagements "In fact in Jun [----] to finally kill the 70's inflation for good Volcker had to raise Fed Funds to a peak of 19.1% Nineteen-point-one percent Roughly *double* the 9.7% CPI at the time" [X Link](https://x.com/MaxAnderson/status/1588039184274661377) 2022-11-03T05:23Z 31.1K followers, [---] engagements "And just for some comic relief If you want to get the same services from your government your taxes *sextuple* The avg American earning the median household income of $78000 would need to pay $116000 per year in taxes" [X Link](https://x.com/MaxAnderson/status/1588039200720519169) 2022-11-03T05:23Z 31.1K followers, [---] engagements "❤ or RT if you're now as jaded as me 🥲 https://x.com/maxjanderson/status/1588039111973257221s=20&t=FXGHrCiqJe0cSCfsCH274g The Fed just gave *big* guidance They plan to take rates to 5%+ And hold them there for most of next year until they've "defeated" inflation Here's why this won't work (according to basic math) 👇 https://x.com/maxjanderson/status/1588039111973257221s=20&t=FXGHrCiqJe0cSCfsCH274g The Fed just gave *big* guidance They plan to take rates to 5%+ And hold them there for most of next year until they've "defeated" inflation Here's why this won't work (according to basic math) 👇" [X Link](https://x.com/MaxAnderson/status/1588051711683436544) 2022-11-03T06:13Z 31.1K followers, [---] engagements "3 Print sh*tloads of $ anytime there's a crisis and gradually inflate the debt away over the course of a decade Hmm. yeah We like option #3 😁" [X Link](https://x.com/MaxAnderson/status/1588164667469438976) 2022-11-03T13:42Z 31.1K followers, [---] engagements "I share this chart periodically The media & most of FinTwit tend to focus on [--] main factors: ⚪ Fed Bal Sheet 🟢 Net Liqudity Recently w/ debt ceiling on horizon theres been a lot of talk around TGA 🔴 too But none of that matters relative to what happens with RRP 🟡 👇" [X Link](https://x.com/MaxAnderson/status/1651822450949120002) 2023-04-28T05:35Z 31.1K followers, 86.1K engagements "$SPX and $BTC are right about where USD liquidity says they should be. Which is much higher than where they will be over the remainder of the year (assuming Fed stays the course with QT)" [X Link](https://x.com/MaxAnderson/status/1659585577455603714) 2023-05-19T15:43Z 31.1K followers, 87.1K engagements "In case anyone's wondering an update on these charts:" [X Link](https://x.com/MaxAnderson/status/1687531503792898048) 2023-08-04T18:30Z 31.1K followers, 58.5K engagements "Something magic happened in July [----]. Since then you can predict the future. With 95% accuracy. It's worked perfectly for over [--] years. The 1% who know have made billions betting on it. But nobody else is paying attention. Here's how you can use this too 👇" [X Link](https://x.com/MaxAnderson/status/1546472693234470912) 2022-07-11T12:33Z 31K followers, [----] engagements "Net Liquidity is the amount of $ actually available to circulate in the economy. It's calculated as: Size of the Fed's Balance Sheet Minus how much of that has been sucked out into the Treasury Minus how much has been sucked out into Reverse Repo" [X Link](https://x.com/MaxAnderson/status/1546473237491716096) 2022-07-11T12:35Z 31K followers, [---] engagements "Liquidity says we likely continue up towards $SPX [----] over next 1-2 wks. After that we go down. A lot. People looking to get short may want to wait. We're likely to see a better entry point in the days to week ahead $300bn of net liquidity ADDED to the economy so far in July 🤯 So much for all that talk about #QT 😂 Has $SPX positioned for a bounce to [----] over the next week or two. After that we go much lower. https://t.co/Y9Q8YvtyiO $300bn of net liquidity ADDED to the economy so far in July 🤯 So much for all that talk about #QT 😂 Has $SPX positioned for a bounce to [----] over the next" [X Link](https://x.com/anyuser/status/1548264764458971139) 2022-07-16T11:14Z 31K followers, [--] engagements "The Liquidity magnet continues to do its thing like clockwork After the most extreme upside deviation we've seen in over [--] years $SPX has reverted back to exactly fair value based on Net Liquidity The Liquidity drain is on track to drag $SPX down to [----] by year end" [X Link](https://x.com/anyuser/status/1570786880534482944) 2022-09-16T14:49Z 31K followers, [---] engagements "Reverse Repo rose again today to a new ALL TIME HIGH of $2.36 trillion (+$183bn this wk ) Combined with. TGA balance (+$72bn this wk) Fed Bal Sheet i.e. "QT" (-$16bn this wk) = $270bn total reduction in Net Liquidity this wk Brings fair value for $SPX down to [----] Massive $77bn sucked out of the economy into Reverse Repo today ($130bn so far this wk) Fair value for $SPX has now dropped to [----] based on Net Liquidity looking fwd 1wk With both TGA & RRP growing fast again looks like we're on track for retest of the Jun lows in stocks https://t.co/YKv4qIatxG Massive $77bn sucked out of the" [X Link](https://x.com/anyuser/status/1573144449865379841) 2022-09-23T02:57Z 31K followers, [---] engagements "Massive $101bn reduction in Net Liquidity 💦 last week: $127bn into Reverse Repo ($54bn on Fri alone) $21bn reduction of Fed Bal Sheet partially offset by $47bn spend from Treasury Brings fair value for $SPX down to $3550 as we enter next week" [X Link](https://x.com/anyuser/status/1576409183272185856) 2022-10-02T03:10Z 31K followers, [---] engagements "MASSIVE $196bn 🤯 pump in Net Liquidity today: $23bn spend from Treasury $173bn pulled from Reverse Repo Resets fair value of $SPX to [----] looking forward [--] wk This 🐻 mkt rally is likely just getting started Fair value for $SPX remains @ [----] looking forward [--] wk No obvious immediate-term moves here Those looking for shorts may want to wait for more favorable entry EOY target = 3300-3400 https://t.co/YfaJJVtEbb Fair value for $SPX remains @ [----] looking forward [--] wk No obvious immediate-term moves here Those looking for shorts may want to wait for more favorable entry EOY target = 3300-3400" [X Link](https://x.com/anyuser/status/1577034228931301376) 2022-10-03T20:33Z 31K followers, [----] engagements "$SPX is now nearing 200pts below fair value based on Net Liquidity Historically this is the area where the balance of risks begins to favor covering shorts EOY target remains lower @ 3400-3500. However that doesn't mean we necessarily have to go there in a straight line How to spot the perfect entry point to short $SPX This formula caught [--] of the best short oppty's of [----] to the day with [--] day's advance warning: ➡ Jan [--] ➡ Apr [--] ➡ Aug [--] Here's how it works and how you can use it too 👇 https://t.co/KFjd3oF0hZ How to spot the perfect entry point to short $SPX This formula caught [--] of the" [X Link](https://x.com/anyuser/status/1579955329739390976) 2022-10-11T22:01Z 31K followers, [---] engagements "The Fed just gave *big* guidance They plan to take rates to 5%+ And hold them there for most of next year until they've "defeated" inflation Here's why this won't work (according to basic math) 👇" [X Link](https://x.com/anyuser/status/1588039111973257221) 2022-11-03T05:23Z 31K followers, [----] engagements "At 4% interest our debt svc cost grows to 22% of the planned federal budget #3 biggest line item [----] Budget (@ 4%): 🏥 Healthcare: $1640bn 🧓🏼 Pensions: $1370bn ❌ Debt Service: $1250bn ⚠ 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn" [X Link](https://x.com/anyuser/status/1588039146089619456) 2022-11-03T05:23Z 31K followers, [---] engagements "Now let's try 5% 😈 Debt service grows to 27% of the planned federal budget #2 biggest line item [----] Budget (@ 5%): 🏥 Healthcare: $1640bn ❌ Debt Service: $1560bn 🔥 🧓🏼 Pensions: $1370bn 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn" [X Link](https://x.com/anyuser/status/1588039154549547008) 2022-11-03T05:23Z 31K followers, [---] engagements "At 5.5% debt service grows to 30% of the planned federal budget Line item numero uno 🥇 [----] Budget (@ 5.5%): ❌ Debt Service: $1720bn 🔥🔥 🏥 Healthcare: $1640bn 🧓🏼 Pensions: $1370bn 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn" [X Link](https://x.com/anyuser/status/1588039169426743297) 2022-11-03T05:23Z 31K followers, [---] engagements "At 16% interest debt service would become 86% of the planned federal budget [----] Budget (w/ 16% Treasury yields): ❌ Debt Service: $5000bn 💀 🏥 Healthcare: $1640bn 🧓🏼 Pensions: $1370bn 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn" [X Link](https://x.com/anyuser/status/1588039190742179846) 2022-11-03T05:23Z 31K followers, [---] engagements "Any old crisis should do the trick War pandemic natural disaster etc. You get my drift If you're lucky you can just wait around until a big beautiful crisis lands on your doorstep If you're unlucky and no crisis seems to be showing up on its own you'll have to create one" [X Link](https://x.com/anyuser/status/1588164675627368450) 2022-11-03T13:42Z 31K followers, [---] engagements "Fair value for $SPX based on Net Liquidity 💦 remains [----] looking forward [--] wk No obvious moves here immediate-term However QRA announcement from Treasury this week materially lowers end of year target from [----] to [----] Details below 👇 Another day of massive liquidity injection courtesy of grandma Yellen👵🏻 $46bn spend from Treasury partially offset by $29bn removed into Reverse Repo https://t.co/ouQ2Luxrwe Another day of massive liquidity injection courtesy of grandma Yellen👵🏻 $46bn spend from Treasury partially offset by $29bn removed into Reverse Repo https://t.co/ouQ2Luxrwe" [X Link](https://x.com/anyuser/status/1588947500462841857) 2022-11-05T17:32Z 31K followers, [---] engagements "Right on queue as soon as elections are done they plan to reverse course. Removing $175 billion from the economy from mid Nov through year end" [X Link](https://x.com/anyuser/status/1589021455526031361) 2022-11-05T22:26Z 31K followers, [---] engagements "With today's rally $SPX is now 150-200pts above fair value based on USD Net Liquidity looking forward 1-2 wks $BTC seems to be pricing in an imminent return to the recent highs in liquidity during peak-BTFP at the start the month 3rd chart shows scaling coefficients used in these models drug out to span the past decade for reference (shown as 50d SMA)" [X Link](https://x.com/MaxAnderson/status/1651691658059329537) 2023-04-27T20:55Z 31K followers, 108.4K engagements "$SPX is 100pts above fair value based on USD Liquidity looking forward 1-2 wks $BTC is $500 above fair value based on same model Neither divergence is significant on a coincident basis But both are exceedingly offsides on a 3-4mo forward basis" [X Link](https://x.com/MaxAnderson/status/1660731803869786112) 2023-05-22T19:38Z 31K followers, 124.2K engagements "Huge $115bn liquidity draw by the US Treasury yesterday taking TGA up to $250bn Coupled with a $20bn rise in RRP a total of $135bn was removed from the US economy yesterday $SPX now sits 300pts above fair value a [--] standard-deviation overshoot $BTC remains more or less @ fair value Massive $120bn drawdown in Reverse Repo yesterday atop no significant change in TGA and flat Fed Bal Sheet week-over-week. Strong bid for Treasuries across the curve for everything 6mo+ duration coming out of yday's FOMC $SPX 200pts above fair value while $BTC has reverted https://t.co/YXUX0KmfXB Massive $120bn" [X Link](https://x.com/anyuser/status/1670109294677864449) 2023-06-17T16:40Z 31K followers, 618.7K engagements "Only 50% of TGA rebuild has been neutralized by RRP withdrawals so far in June Combined with the steady grind down of Fed's balance sheet thru ongoing QT USD Liquidity continues to roll over sharply. Change so far in June: $340bn sucked into the TGA $170bn pulled out of RRP $95bn / mo Fed Bal Sheet reduction ongoing Both $SPX & $BTC are nearing 5-standard deviations above Fair Value based on USD Liquidity Fair value for $SPX currently sits @ 4000-4050 Fair value for $BTC currently sits @ 28-29k Huge $115bn liquidity draw by the US Treasury yesterday taking TGA up to $250bn Coupled with a" [X Link](https://x.com/MaxAnderson/status/1673728694278582273) 2023-06-27T16:23Z 31K followers, 464.8K engagements "Either we're about to have the biggest correction in risk assets since Aug '22 or this model is no longer useful Model says fair value for $SPX currently [----] & fair value for $BTC currently $28500 Only 50% of TGA rebuild has been neutralized by RRP withdrawals so far in June Combined with the steady grind down of Fed's balance sheet thru ongoing QT USD Liquidity continues to roll over sharply. Change so far in June: $340bn sucked into the TGA $170bn pulled out https://t.co/IFNbPk25me Only 50% of TGA rebuild has been neutralized by RRP withdrawals so far in June Combined with the steady grind" [X Link](https://x.com/MaxAnderson/status/1675949432372862976) 2023-07-03T19:27Z 31K followers, 328.3K engagements "US treasury net issuance over past [--] months: Bills (1yr duration): +$1.1 Trillion Notes (2-10yrs duration): -$0.1 Trillion Bonds (20yr+ duration): +$0.1 Trillion $0.9T of the 1.1T in Bills was funded by withdrawals from RRP (roughly 80% of issuance)" [X Link](https://x.com/MaxAnderson/status/1705963481982460405) 2023-09-24T15:12Z 31K followers, 174.4K engagements "Most people fail to understand how big of a deal it is for inflation to stabilize at 3% rather than 2% If you're [--] today with a lifestyle that costs $10000 per month and you plan to live until 80: @ 2% inflation you'll need a portfolio that generates $24000 per month @ 3% inflation you'll need a portfolio that generates $38000 per month" [X Link](https://x.com/MaxAnderson/status/1759669495202038199) 2024-02-19T20:01Z 31K followers, 118.6K engagements "Coming out of WW2 the US federal debt hit a whopping 120% of GDP Which was a problem because of the next thing: There's a law of nature when it comes to taxes No government has ever been able to sustainably collect more than 20% of it's GDP as tax revenue Regardless of what it tries to do with taxes rates" [X Link](https://x.com/MaxAnderson/status/1875283653506310196) 2025-01-03T20:50Z 31K followers, 105.9K engagements "The US learned this lesson the hard way in [----] when in an attempted to deal with our 120% debt to GDP conundrum we raised the top marginal tax rate to 94% What happened over the next [--] years Federal revenue absolutely cratered From 20% all the way down to 13% of GDP by [----] Raising taxes wasn't a solution" [X Link](https://x.com/MaxAnderson/status/1875283655750189353) 2025-01-03T20:50Z 31.1K followers, 76.7K engagements "So what does it mean if your debt is 120% of GDP and your revenue is capped at 20% of GDP It means you have to grow the size of your economy SIX TIMES FASTER than prevailing interest rates or you spiral into bankruptcy" [X Link](https://x.com/MaxAnderson/status/1875283657268801873) 2025-01-03T20:50Z 31K followers, 69.5K engagements "Which is pretty fucked Because it's hard to grow an economy Even emerging economies (like the US in the 1950's) are typically only able to grow at 5% per year And mature economies (like the US today) only grow at 2-3% per year And remember -- that growth number has to remain [--] times bigger than interest rates else you get a debt spiral" [X Link](https://x.com/MaxAnderson/status/1875283659491623368) 2025-01-03T20:50Z 31K followers, 72.2K engagements "Put another way if your debt is 120% of GDP Your tax receipts are capped at 20% of GDP And your growth is capped at 5% per year Then your government will quickly spiral into bankruptcy if interest rates ever push above a measly 0.8% That's a sticky situation" [X Link](https://x.com/MaxAnderson/status/1875283661576401326) 2025-01-03T20:50Z 31K followers, 56.7K engagements "But thankfully for the US in the late 1940's we had a special advantage America had all the guns The rest of the world was rubble And scientists at the Federal Reserve had just discovered a magical new pixie dust This discovery appeared to be a one-stop miracle cure for any dangerously over-indebted nation's financial woes They called it ✨Inflation✨" [X Link](https://x.com/MaxAnderson/status/1875283663614849234) 2025-01-03T20:50Z 31K followers, 63.6K engagements "So what did America do We took everyone's gold and we crammed the dollar down their throats Held at gunpoint we made all the other countries peg their currencies to the dollar And then we unleashed our magical miracle cure We let inflation rip more or less unencumbered for the next [--] consecutive yrs" [X Link](https://x.com/MaxAnderson/status/1875283665258774573) 2025-01-03T20:50Z 31K followers, 75K engagements "Yea fine we might have reduced the purchasing power of the dollar by 2/3 from the mid 40's to the mid 70's And then cut it in half again from there by [----] Ultimately destroying 80% of the value of everyone's savings" [X Link](https://x.com/MaxAnderson/status/1875283695969693957) 2025-01-03T20:50Z 31K followers, 39.3K engagements "So what does that mean for the next [--] years Well as they say history doesn't repeat but it rhymes" [X Link](https://x.com/MaxAnderson/status/1875290540331430166) 2025-01-03T21:18Z 31K followers, 37.3K engagements "With rates having it the zero lower bound in [----] and debt-to-gdp teetering on the edge of federal bankruptcy were starting the 70-80 year cycle over again: Inflation is likely to continue trending up for the next [--] years There will be cyclical spikes and troths but the underlying trend will be up-and-to-the-right" [X Link](https://x.com/MaxAnderson/status/1875298330831368254) 2025-01-03T21:48Z 31.1K followers, 42.7K engagements "Over the long term the main driver of inflation is government deficits as those deficits ultimately get monetized by the central bank resulting in monetary debasement. So with the US federal deficits running around 6% on their way to 7% that's a better long term hurdle rate to keep in mind If an asset doesn't grow 7% and/or yield 7% on a POST TAX basis (so likely needs to yield 10%+ on a pre-tax basis depending on your situation) it's likely a money-loser on a real basis over the decades ahead" [X Link](https://x.com/MaxAnderson/status/1875313860397113401) 2025-01-03T22:50Z 31K followers, 33K engagements "Bonds dividend stocks and real estate are out" [X Link](https://x.com/MaxAnderson/status/1875321934382248085) 2025-01-03T23:22Z 31K followers, 57.7K engagements "If Trump wants to maximize his odds of a strong legacy + set JD up for presidential win in [----] best strategy is: - Nuke the market ASAP and blame it on Biden - Make sure crash is bad enough to justify massive rate cuts + QE - Market bloodbath in middle of this yr but back to new ATHs before end of year - Market rips through years 2-4 of his term" [X Link](https://x.com/MaxAnderson/status/1881777919535833413) 2025-01-21T18:56Z 31K followers, 73K engagements "$100B+ of liquidity injections from the US Treasury over the past week $700B more coming over the next 7-8 weeks You know what happens next" [X Link](https://x.com/MaxAnderson/status/1893330465718776144) 2025-02-22T16:02Z 31K followers, 82.8K engagements "Weighted avg interest rate on US federal debt is currently 3.3% Long end of the Treasury curve is 4.5% We have to roll over $10 trillion of debt in next [--] mos When: ❌ Youre running massive deficits ❌ Your old debt is coming due ❌ And now you have to roll it over into even higher interest rates Thats called a debt spiral. The fast lane to bankruptcy If I was in the administration my main goal would be: ✅ Get the long end of the Treasury curve below 3.3% ASAP ✅ As our debt rolls over this yr our interest expense goes down not up That ☝🏼 is how you avoid a debt spiral Whats the easiest way to" [X Link](https://x.com/MaxAnderson/status/1904566653851173255) 2025-03-25T16:10Z 31K followers, 77.9K engagements "Some scary early results from our microplastics tests in the 🍻beer category: 🚨 180ppt of PFAS in Coors Light (45x EPAs legal limit for drinking water) 🚨 200ppt of PFAS in Michelob Ultra (50x EPA legal limit) 🚨 1500ppt or Bisphenol F in Bud Light (no EPA limit established but extremely toxic) Its looking like alcohol may actually be one of the least toxic things in many popular beer brands 👀" [X Link](https://x.com/MaxAnderson/status/1906836733276373017) 2025-03-31T22:31Z 31K followers, 12.1K engagements "Lord please give me BTC in the 60ks 🙏🏼" [X Link](https://x.com/MaxAnderson/status/1909845151868199233) 2025-04-09T05:45Z 31.1K followers, [----] engagements "Never been religious Been trying out church with my wife & 2yr old son past few wks b/c we like the values + community Sitting thru sermon trying to keep an open mind and no judgement But it often sounds like crazy talk super culty Specially the references to scripture. Overly cryptic rather than just saying the lesson in plain english And stuff like you need to submit reminds me of the way religion was used historically to control people in some pretty dark ways Causes this repulsive reaction Finding it hard to buy in Any advice from Christian folks on how to get past this Genuinely want to" [X Link](https://x.com/MaxAnderson/status/1911593198641979830) 2025-04-14T01:31Z 31.1K followers, 398.9K engagements "No amount of deflationary technology can overcome the fact that we have 120% debt / gdp compounding at 6% ongoing deficits + interest Massive currency devaluation is the only outcome Gold and Bitcoin arent going up The denominator is collapsing Gold and bitcoin is acting like were about to enter into a period of hyperinflationbut no one realizes that AI is deflationary. Gold and bitcoin is acting like were about to enter into a period of hyperinflationbut no one realizes that AI is deflationary" [X Link](https://x.com/anyuser/status/1976349644352520335) 2025-10-09T18:10Z 31K followers, 24.4K engagements "To anyone who still thinks owning a home in the US is a good investment: Interest rates went straight down for 40yrs from 1980-2020 driving cap rates down and therefore real estate prices relentlessly up When we hit the [--] bound on interest rates we proceeded to open our borders and let tens of millions of immigrants into the country replacing the cap rate driven increase in home prices with population driven increase And now were out of bullets Immigration is done for the foreseeable future Interest rates are in the beginning stages of a multi-decade uptrend The world is coming to the" [X Link](https://x.com/MaxAnderson/status/1976361681778507933) 2025-10-09T18:58Z 31K followers, 94.6K engagements "Run more High intensity cardio first thing in the morning will spike your cortisol Youll have less cortisol left for the rest of the day which lowers your anxiety chemically The more stressful the cardio the better the effect for rest of day Also work on cutting out stimulants if youre a caffeine drinker etc" [X Link](https://x.com/anyuser/status/1981770016329793922) 2025-10-24T17:09Z 31K followers, 741.8K engagements "Andrew deserves a lot of flowers for this Incredible call I think I found a Picasso at a garage sale. But not the kind youd think Lately Ive been thinking about how to capture some of the upside of this AI boom in my stock portfolio. But its hard. Im a value investor. The idea of paying 30x earnings for NVIDIA almost I think I found a Picasso at a garage sale. But not the kind youd think Lately Ive been thinking about how to capture some of the upside of this AI boom in my stock portfolio. But its hard. Im a value investor. The idea of paying 30x earnings for NVIDIA almost" [X Link](https://x.com/MaxAnderson/status/1987614606861439055) 2025-11-09T20:13Z 31K followers, 2.1M engagements "This is the only chart you need to understand to win at investing over the next 30-40 yrs The real red pill is realizing that most of the economic data you see is fake and inaccurate. The real red pill is realizing that most of the economic data you see is fake and inaccurate" [X Link](https://x.com/MaxAnderson/status/1987916686830498096) 2025-11-10T16:14Z 31.1K followers, 274.9K engagements "Sold for $875k right before the movie came out One of the hardest parts about watching Home Alone as I get older is knowing that Kevin's parents probably bought the house for like $175k https://t.co/zKkEdpoDGW One of the hardest parts about watching Home Alone as I get older is knowing that Kevin's parents probably bought the house for like $175k https://t.co/zKkEdpoDGW" [X Link](https://x.com/anyuser/status/1988005333063848242) 2025-11-10T22:06Z 31K followers, 1.2M engagements "As you can see there's an extremely tight correlation. R=0.95 Basically when there's a change in Liquidity it takes [--] wks to propagate out into the economy & impact asset prices. And that change in Liquidity predicts next [--] wk's change in asset prices with 95% correlation" [X Link](https://x.com/MaxAnderson/status/1546473258035412992) 2022-07-11T12:35Z 31.1K followers, [---] engagements "Fair value for $SPX remains @ [----] looking forward [--] wk No obvious immediate-term moves here Those looking for shorts may want to wait for more favorable entry EOY target = 3300-3400 Fair value for $SPX based on Net Liquidity remains [----] looking forward [--] wk Will be watching closely in the weeks ahead to see if. 1) RRP growth resumes secular uptrend 2) TGA balance jumps w/ tax ext. deadline on Oct [--] Either of which could drag fair value much lower https://t.co/A6BPThoMfp Fair value for $SPX based on Net Liquidity remains [----] looking forward [--] wk Will be watching closely in the weeks ahead" [X Link](https://x.com/MaxAnderson/status/1575590729648197634) 2022-09-29T20:57Z 31.1K followers, [---] engagements "Another $19bn pulled out of Reverse Repo today If no significant changes in TGA will push fair value for $SPX higher again Lets see what TGA prints today @ US mkt close 👀 MASSIVE $196bn 🤯 pump in Net Liquidity today: $23bn spend from Treasury $173bn pulled from Reverse Repo Resets fair value of $SPX to [----] looking forward [--] wk This 🐻 mkt rally is likely just getting started https://t.co/ksfzlW3Yyh MASSIVE $196bn 🤯 pump in Net Liquidity today: $23bn spend from Treasury $173bn pulled from Reverse Repo Resets fair value of $SPX to [----] looking forward [--] wk This 🐻 mkt rally is likely just" [X Link](https://x.com/MaxAnderson/status/1577363627166044160) 2022-10-04T18:22Z 31.1K followers, [---] engagements "As expected US tax extension deadline drove a meaningful reduction in liquidity with $80bn flowing into TGA this wk Add that to $70bn increase in RRP = $150bn removed from economy so far this wk Lowers fair value for $SPX to [----] looking forward [--] wk Despite today's rally $SPX remains 150pts below fair value based on Net Liquidity💦 Why $115 billion of liquidity was pumped in the system over past [--] days: $40bn from Treasury $75bn from RRP Brings fair value for $SPX up to [----] looking forward [--] wk https://t.co/wI2NYo77gw Despite today's rally $SPX remains 150pts below fair value based on Net" [X Link](https://x.com/MaxAnderson/status/1582929796081717248) 2022-10-20T03:00Z 31.1K followers, [---] engagements "Someone please explain to me how this ends well" [X Link](https://x.com/MaxAnderson/status/1583882915926007808) 2022-10-22T18:08Z 31.1K followers, [---] engagements "I currently generate 1.5-2% on my cash every week (80-100% annualized) with cash-covered puts. Yes - you read that right. It comes with some risks one must be aware of & comfortable with but those numbers are real. Here's how 👇" [X Link](https://x.com/MaxAnderson/status/1584988788899840000) 2022-10-25T19:22Z 31.1K followers, [---] engagements "$SPX remains 200pts above fair value based on Net Liquidity💦 looking forward [--] wk Fair value for $SPX based on Net Liquidity💦 remains at [----] looking forward [--] wk With $SPX currently 150pts above fair value heading into next week the balance of risks favors beginning to fade this rally https://t.co/9XdWCXUm2S Fair value for $SPX based on Net Liquidity💦 remains at [----] looking forward [--] wk With $SPX currently 150pts above fair value heading into next week the balance of risks favors beginning to fade this rally https://t.co/9XdWCXUm2S" [X Link](https://x.com/MaxAnderson/status/1587492738156699648) 2022-11-01T17:12Z 31.1K followers, [---] engagements "This is fascinating Visualization of all yield curve inversions vs. total US stock market since 1980:" [X Link](https://x.com/MaxAnderson/status/1587653110117371904) 2022-11-02T03:49Z 31.1K followers, [---] engagements "$1.7 trillion just to pay the interest on our debt for a single year Fun stuff Your taxes go up by 24%" [X Link](https://x.com/MaxAnderson/status/1588039172266381312) 2022-11-03T05:23Z 31.1K followers, [---] engagements "I'm no expert in math but I think that might not work Unless of course we're using alternate-universe Federal Reserve math in which case it makes total sense" [X Link](https://x.com/MaxAnderson/status/1588039203698667521) 2022-11-03T05:23Z 31.1K followers, [---] engagements "With $31 trillion in outstanding debt there's a fundamental ceiling on how high rates can go before everything breaks At 100% debt / GDP that ceiling isn't very high and we're already close to it now So yeah - in short JPow's job is shittier than yours" [X Link](https://x.com/MaxAnderson/status/1588040965113126913) 2022-11-03T05:30Z 31.1K followers, [---] engagements "For anyone who still believes the narrative that this inflation was an accident Or some kind of "policy error" Here's a brief reminder about how sovereign debt bubbles work 👇" [X Link](https://x.com/MaxAnderson/status/1588164627866828801) 2022-11-03T13:42Z 31.1K followers, [----] engagements "❤ or RT 👇 For anyone who still believes the narrative that this inflation was an accident Or some kind of "policy error" Here's a brief reminder about how sovereign debt bubbles work 👇 For anyone who still believes the narrative that this inflation was an accident Or some kind of "policy error" Here's a brief reminder about how sovereign debt bubbles work 👇" [X Link](https://x.com/MaxAnderson/status/1588167012416569345) 2022-11-03T13:51Z 31.1K followers, [---] engagements "The US Treasury pumped $165 billion into the economy since the start of Oct just as we head into midterms. Fully canceling out the Feds $90 billion per month QT and then some. By a factor of nearly 2x. Fair value for $SPX based on Net Liquidity 💦 remains [----] looking forward [--] wk No obvious moves here immediate-term However QRA announcement from Treasury this week materially lowers end of year target from [----] to [----] Details below 👇 https://t.co/oidDIDWXtq Fair value for $SPX based on Net Liquidity 💦 remains [----] looking forward [--] wk No obvious moves here immediate-term However QRA" [X Link](https://x.com/MaxAnderson/status/1589021453110083585) 2022-11-05T22:26Z 31.1K followers, [----] engagements "First meaningful increase in TGA since debt ceiling today w/ $50bn sucked out of the economy by the US Treasury Interestingly no significant change in RRP despite $40bn in net new bill issuance spanning 1-4mo duration $BTC sits at fair value currently $SPX sits 100-150pts above fair value" [X Link](https://x.com/MaxAnderson/status/1666351821630107648) 2023-06-07T07:50Z 31.1K followers, 104.4K engagements "The Federal government can run a multi-trillion $ deficit right now with minimal consequence because they are simply raiding the $2.3T piggy bank that was sitting in the RRP Were now down to $1.4T remaining in RRP enough to fund another 9-10 months of spending @ current rate" [X Link](https://x.com/MaxAnderson/status/1705963487871303847) 2023-09-24T15:12Z 31.1K followers, 502.8K engagements "Similarly the easy money made in real estate over the past [--] years is likely gone with the refinancing dynamic that steadily drove asset prices up no longer in play Boomer parents who got rich in real estate will continue to tell their kids that real estate is the best and safest investment That is no longer true and hopefully their kids don't listen" [X Link](https://x.com/MaxAnderson/status/1875310647229214763) 2025-01-03T22:37Z 31.1K followers, 34.3K engagements "That leaves risk assets -- stocks and crypto -- plus commodities as the attractive places to play We'll likely see risk appetite continue its trend up as the hurdle rate to beat inflation continues to rise" [X Link](https://x.com/MaxAnderson/status/1875311830710837637) 2025-01-03T22:42Z 31.1K followers, 30.7K engagements "Neanderthals were superior to humans in every way Larger brains more intelligent significantly stronger more agile Humans won for one reason and one reason only: We were better at coordinating in large groups @moltbook In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED" [X Link](https://x.com/MaxAnderson/status/2017393306087604341) 2026-01-31T00:23Z 31.1K followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@MaxAnderson Max Anderson
Max Anderson posts on X about liquidity, $spx, spx, debt the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [---------] +582%
- [--] Month [---------] +617%
- [--] Months [----------] +1,299%
- [--] Year [----------] +450%
Mentions: [--] #
- [--] Week [--] +67%
- [--] Month [--] +73%
- [--] Months [---] +121%
- [--] Year [---] +55%
Followers: [------] #
- [--] Week [------] -0.03%
- [--] Month [------] -0.12%
- [--] Months [------] +5.80%
- [--] Year [------] +5.80%
CreatorRank: [-------] #
Social Influence
Social category influence finance 69% cryptocurrencies 11% currencies 5% technology brands 3% stocks 2% countries 2% social networks 1% exchanges 1%
Social topic influence liquidity 26%, $spx 25%, spx 21%, debt #893, inflation 12%, fed 10%, $btc 7%, ai 6%, target 5%, gdp 5%
Top accounts mentioned or mentioned by @commschoolhater @moltbook @strive4more @nikitabier @firstadopter @barbellfi @fps_shad0w @chocofur @dustinboswell @felmointheass @jackedtechbro @luisgonzaleznf @logweaver @mrbdelany @gundersonn3430 @alexandermarkov @grok @_strive4more @b2b_mikey @nkozyra
Top assets mentioned SPX6900 (SPX) Bitcoin (BTC)
Top Social Posts
Top posts by engagements in the last [--] hours
"In case you couldnt tell from the lemonade stand piece this is a joke (sorry all you CPA gurus) But for founder friends - if youre a founder of a real company thats a c corp and are going to sell that company subject to QSBS you actually can do this (or something like it) to convert taxable assets you have into a pseudo-Roth Its legal and it works. Heres how: For ex you fund your company with an extra $2m of BTC (which the company doesnt plan to ever touch) Run the company for 5+ years and then sell it subject to QSBS BTC has appreciated to $5m over that period and company still hasnt touched"
X Link 2026-02-11T15:39Z 31.1K followers, [----] engagements
"Damn. I owe my wife an apology been right about her no shoes in the house OCD all along Did you know your shoes can harbor over [------] bacteria & nearly all of them transfer to your floors & inside your home https://t.co/KM39VhjhuH Did you know your shoes can harbor over [------] bacteria & nearly all of them transfer to your floors & inside your home https://t.co/KM39VhjhuH"
X Link 2026-02-12T15:23Z 31.1K followers, [----] engagements
"Wow. Incredible perspective If you want to feel grateful read this and take a minute to really think about it In order to be born you needed: [--] parents [--] grandparents [--] great-grandparents [--] second great-grandparents [--] third great-grandparents [--] fourth great-grandparents [---] fifth great-grandparents [---] sixth great-grandparents [---] seventh great-grandparents [----] eighth https://t.co/Kh7HTPP8oy In order to be born you needed: [--] parents [--] grandparents [--] great-grandparents [--] second great-grandparents [--] third great-grandparents [--] fourth great-grandparents [---] fifth great-grandparents 256"
X Link 2026-02-12T15:53Z 31.1K followers, [----] engagements
"This means he did $114 in sales per hour for [--] hours We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild. We launched OpenClaw for Slack. 3h ago. We hit $1M ARR just now. Wild"
X Link 2026-02-13T06:54Z 31.1K followers, 831.1K engagements
"The only chart you need to understand macro economics and personal finance for the next [--] yrs 👇"
X Link 2025-01-03T20:50Z 31.1K followers, 1.3M engagements
"@_strive4more Hence the lemonade stand bruh"
X Link 2026-02-11T04:11Z 31.1K followers, [----] engagements
"Ultimate tax cheat code Take a bunch of BTC or assets you know will appreciate Stuff them into a c corp Operate a lemonade stand or another basic biz using your c corp Wait [--] years Sell c corp containing all your appreciated assets Elect QSBS Keep $15M or 10x your cost basis tax free $30M if you co-own c corp with your wife https://twitter.com/i/web/status/2021423833018925522 https://twitter.com/i/web/status/2021423833018925522"
X Link 2026-02-11T03:19Z 31.1K followers, 26.3K engagements
"It will stop being a good idea to own Bitcoin if/when the government stops running deficits and starts paying down its debt Until then dips are to be bought and everything else is noise"
X Link 2026-02-02T20:46Z 31.1K followers, [----] engagements
"This is why you costless-collar your IPO shares Imagine being a Figma employee who waited a decade for the IPO only to have a 180-day lock-up that ended last week. https://t.co/wpfVNFGjkJ Imagine being a Figma employee who waited a decade for the IPO only to have a 180-day lock-up that ended last week. https://t.co/wpfVNFGjkJ"
X Link 2026-02-04T21:42Z 31.1K followers, 576.5K engagements
"Software ate the world Now AI is eating software"
X Link 2026-02-05T16:01Z 31.1K followers, [----] engagements
"@nikitabier Unplug twilio Email is already a goner"
X Link 2026-02-12T15:26Z 31.1K followers, [---] engagements
"@firstadopter One of them is going to blow a gigantic hole in their financials with AI capex and the other isnt"
X Link 2026-02-13T06:55Z 31.1K followers, [----] engagements
"Also - its worse than described above because the magician is a bastard He has an IOU from the government for [----] shells The government can tax away as many shells as it wants from anyone on the island whenever it wants to so this IOU is guaranteed to be repaid A government IOU for shells is seen as equally valuable to physical shells The magician carves the IOU into [--] pieces worth [---] shells each and gives them to [--] of his friends There is now [----] physical shells + [----] paper shells in the economy Your house is now worth [---] shells Each shell is worth 0.333% of a house"
X Link 2026-02-02T17:32Z 31.1K followers, [----] engagements
"In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V"
X Link 2026-01-30T20:20Z 31.1K followers, [----] engagements
"Youre on an island with [--] houses and [----] sea shells which everyone has agreed to use as money Each house is worth [---] shells Each shell is worth 1% of a house The island government taxes everyone 50% There are now [---] shells left in the economy Your house is worth [--] shells Each shell is worth 2% of a house (taxes are deflationary) The government spends its [---] shells There are now [----] shells in the economy again Your house is worth [---] shells again Each shell is back to being worth 1% of a house (fiscal spending is inflationary) A magician appears on the island who can create shells out"
X Link 2026-02-02T16:50Z 31.1K followers, [----] engagements
"Did this recently Can confirm its awesome A couple times a year I get [---] $2 bills from the bank and use them as tips. They play like a $5 and people love the novelty of receiving one. https://t.co/POUQ8R0Jco A couple times a year I get [---] $2 bills from the bank and use them as tips. They play like a $5 and people love the novelty of receiving one. https://t.co/POUQ8R0Jco"
X Link 2026-02-05T14:59Z 31.1K followers, [----] engagements
"Good to see This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S This is insane The number of federal government employees is now at its lowest level in 50+ years. Dropped off a cliff after Trump was elected. https://t.co/zZu2jzUC8S"
X Link 2026-02-12T06:08Z 31.1K followers, [----] engagements
"@BarbellFi The bonds are likely just dead weight in an era where practically every government on earth has metastasizing stage [--] debt disease Gold would be a good add for that same reason"
X Link 2026-02-14T17:44Z 31.1K followers, [----] engagements
"Retest of June lows across $SPX and most other risk assets coming in hot 👀"
X Link 2022-09-23T02:57Z 31.1K followers, [--] engagements
"$SPX is now back to roughly fair value based on Net Liquidity looking forward [--] week Those pressing shorts here may want to pull their head up for a breather Not that we can't still see more downside from here but the bulk of the obvious move is behind us for now Retest of June lows across $SPX and most other risk assets coming in hot 👀 Retest of June lows across $SPX and most other risk assets coming in hot 👀"
X Link 2022-09-24T05:22Z 31.1K followers, [---] engagements
"After brief intra-day visit to 270pts below fair value yday (historic extreme) $SPX found a bid Followed by massive short-covering rally to finish day at more reasonable 100pts below fair value You'll see many narratives on FinTwit today Remember it's a mechanical system $SPX finished the day 150pts below fair value based on Net Liquidity If CPI at or below expectations tmrw = probable setup for squeeze On the other hand tax extension deadline on Oct [--] creates risk for spike up in TGA causing risk assets to dump Spicy week 👀🍿 https://t.co/cJa2X0Gy0Q $SPX finished the day 150pts below fair"
X Link 2022-10-14T14:31Z 31.1K followers, [---] engagements
"Despite today's rally $SPX remains 150pts below fair value based on Net Liquidity💦 Why $115 billion of liquidity was pumped in the system over past [--] days: $40bn from Treasury $75bn from RRP Brings fair value for $SPX up to [----] looking forward [--] wk After brief intra-day visit to 270pts below fair value yday (historic extreme) $SPX found a bid Followed by massive short-covering rally to finish day at more reasonable 100pts below fair value You'll see many narratives on FinTwit today Remember it's a mechanical system https://t.co/Ky67S3f4jF After brief intra-day visit to 270pts below fair"
X Link 2022-10-17T23:47Z 31.1K followers, [---] engagements
"Fair value for $SPX based on Net Liquidity💦 remains at [----] looking forward [--] wk With $SPX currently 150pts above fair value heading into next week the balance of risks favors beginning to fade this rally Something magic happened in July [----]. Since then you can predict the future. With 95% accuracy. It's worked perfectly for over [--] years. The 1% who know have made billions betting on it. But nobody else is paying attention. Here's how you can use this too 👇 Something magic happened in July [----]. Since then you can predict the future. With 95% accuracy. It's worked perfectly for over 2"
X Link 2022-10-30T16:40Z 31.1K followers, [---] engagements
"Intraday update: MASSIVE $75bn pulled from Reverse Repo today Nearly a month of "QT" (Fed balance sheet reduction) cancelled out in a day Raises fair value for $SPX to [----] looking forward [--] wk $SPX now sitting 100pts above fair value $SPX remains 200pts above fair value based on Net Liquidity💦 looking forward [--] wk https://t.co/FfkMmZZaDU $SPX remains 200pts above fair value based on Net Liquidity💦 looking forward [--] wk https://t.co/FfkMmZZaDU"
X Link 2022-11-01T19:00Z 31.1K followers, [---] engagements
"Don't get me wrong zero interest rates were a god damn good time It felt amazing. Downright orgasmic 💦 But sadly nothing good lasts forever 0% turned into 4% On its way to 5% Really really f*cking quick"
X Link 2022-11-03T05:23Z 31.1K followers, [---] engagements
"By now it's probably becoming clear how difficult it would be for the Fed to hold rates much higher than 5% for any significant period of time Go much above there and stay for long things break badly Now let's move on to the part about the Fed's plan to defeat inflation"
X Link 2022-11-03T05:23Z 31.1K followers, [---] engagements
"In fact in Jun [----] to finally kill the 70's inflation for good Volcker had to raise Fed Funds to a peak of 19.1% Nineteen-point-one percent Roughly double the 9.7% CPI at the time"
X Link 2022-11-03T05:23Z 31.1K followers, [---] engagements
"And just for some comic relief If you want to get the same services from your government your taxes sextuple The avg American earning the median household income of $78000 would need to pay $116000 per year in taxes"
X Link 2022-11-03T05:23Z 31.1K followers, [---] engagements
"❤ or RT if you're now as jaded as me 🥲 https://x.com/maxjanderson/status/1588039111973257221s=20&t=FXGHrCiqJe0cSCfsCH274g The Fed just gave big guidance They plan to take rates to 5%+ And hold them there for most of next year until they've "defeated" inflation Here's why this won't work (according to basic math) 👇 https://x.com/maxjanderson/status/1588039111973257221s=20&t=FXGHrCiqJe0cSCfsCH274g The Fed just gave big guidance They plan to take rates to 5%+ And hold them there for most of next year until they've "defeated" inflation Here's why this won't work (according to basic math) 👇"
X Link 2022-11-03T06:13Z 31.1K followers, [---] engagements
"3 Print sh*tloads of $ anytime there's a crisis and gradually inflate the debt away over the course of a decade Hmm. yeah We like option #3 😁"
X Link 2022-11-03T13:42Z 31.1K followers, [---] engagements
"I share this chart periodically The media & most of FinTwit tend to focus on [--] main factors: ⚪ Fed Bal Sheet 🟢 Net Liqudity Recently w/ debt ceiling on horizon theres been a lot of talk around TGA 🔴 too But none of that matters relative to what happens with RRP 🟡 👇"
X Link 2023-04-28T05:35Z 31.1K followers, 86.1K engagements
"$SPX and $BTC are right about where USD liquidity says they should be. Which is much higher than where they will be over the remainder of the year (assuming Fed stays the course with QT)"
X Link 2023-05-19T15:43Z 31.1K followers, 87.1K engagements
"In case anyone's wondering an update on these charts:"
X Link 2023-08-04T18:30Z 31.1K followers, 58.5K engagements
"Something magic happened in July [----]. Since then you can predict the future. With 95% accuracy. It's worked perfectly for over [--] years. The 1% who know have made billions betting on it. But nobody else is paying attention. Here's how you can use this too 👇"
X Link 2022-07-11T12:33Z 31K followers, [----] engagements
"Net Liquidity is the amount of $ actually available to circulate in the economy. It's calculated as: Size of the Fed's Balance Sheet Minus how much of that has been sucked out into the Treasury Minus how much has been sucked out into Reverse Repo"
X Link 2022-07-11T12:35Z 31K followers, [---] engagements
"Liquidity says we likely continue up towards $SPX [----] over next 1-2 wks. After that we go down. A lot. People looking to get short may want to wait. We're likely to see a better entry point in the days to week ahead $300bn of net liquidity ADDED to the economy so far in July 🤯 So much for all that talk about #QT 😂 Has $SPX positioned for a bounce to [----] over the next week or two. After that we go much lower. https://t.co/Y9Q8YvtyiO $300bn of net liquidity ADDED to the economy so far in July 🤯 So much for all that talk about #QT 😂 Has $SPX positioned for a bounce to [----] over the next"
X Link 2022-07-16T11:14Z 31K followers, [--] engagements
"The Liquidity magnet continues to do its thing like clockwork After the most extreme upside deviation we've seen in over [--] years $SPX has reverted back to exactly fair value based on Net Liquidity The Liquidity drain is on track to drag $SPX down to [----] by year end"
X Link 2022-09-16T14:49Z 31K followers, [---] engagements
"Reverse Repo rose again today to a new ALL TIME HIGH of $2.36 trillion (+$183bn this wk ) Combined with. TGA balance (+$72bn this wk) Fed Bal Sheet i.e. "QT" (-$16bn this wk) = $270bn total reduction in Net Liquidity this wk Brings fair value for $SPX down to [----] Massive $77bn sucked out of the economy into Reverse Repo today ($130bn so far this wk) Fair value for $SPX has now dropped to [----] based on Net Liquidity looking fwd 1wk With both TGA & RRP growing fast again looks like we're on track for retest of the Jun lows in stocks https://t.co/YKv4qIatxG Massive $77bn sucked out of the"
X Link 2022-09-23T02:57Z 31K followers, [---] engagements
"Massive $101bn reduction in Net Liquidity 💦 last week: $127bn into Reverse Repo ($54bn on Fri alone) $21bn reduction of Fed Bal Sheet partially offset by $47bn spend from Treasury Brings fair value for $SPX down to $3550 as we enter next week"
X Link 2022-10-02T03:10Z 31K followers, [---] engagements
"MASSIVE $196bn 🤯 pump in Net Liquidity today: $23bn spend from Treasury $173bn pulled from Reverse Repo Resets fair value of $SPX to [----] looking forward [--] wk This 🐻 mkt rally is likely just getting started Fair value for $SPX remains @ [----] looking forward [--] wk No obvious immediate-term moves here Those looking for shorts may want to wait for more favorable entry EOY target = 3300-3400 https://t.co/YfaJJVtEbb Fair value for $SPX remains @ [----] looking forward [--] wk No obvious immediate-term moves here Those looking for shorts may want to wait for more favorable entry EOY target = 3300-3400"
X Link 2022-10-03T20:33Z 31K followers, [----] engagements
"$SPX is now nearing 200pts below fair value based on Net Liquidity Historically this is the area where the balance of risks begins to favor covering shorts EOY target remains lower @ 3400-3500. However that doesn't mean we necessarily have to go there in a straight line How to spot the perfect entry point to short $SPX This formula caught [--] of the best short oppty's of [----] to the day with [--] day's advance warning: ➡ Jan [--] ➡ Apr [--] ➡ Aug [--] Here's how it works and how you can use it too 👇 https://t.co/KFjd3oF0hZ How to spot the perfect entry point to short $SPX This formula caught [--] of the"
X Link 2022-10-11T22:01Z 31K followers, [---] engagements
"The Fed just gave big guidance They plan to take rates to 5%+ And hold them there for most of next year until they've "defeated" inflation Here's why this won't work (according to basic math) 👇"
X Link 2022-11-03T05:23Z 31K followers, [----] engagements
"At 4% interest our debt svc cost grows to 22% of the planned federal budget #3 biggest line item [----] Budget (@ 4%): 🏥 Healthcare: $1640bn 🧓🏼 Pensions: $1370bn ❌ Debt Service: $1250bn ⚠ 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn"
X Link 2022-11-03T05:23Z 31K followers, [---] engagements
"Now let's try 5% 😈 Debt service grows to 27% of the planned federal budget #2 biggest line item [----] Budget (@ 5%): 🏥 Healthcare: $1640bn ❌ Debt Service: $1560bn 🔥 🧓🏼 Pensions: $1370bn 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn"
X Link 2022-11-03T05:23Z 31K followers, [---] engagements
"At 5.5% debt service grows to 30% of the planned federal budget Line item numero uno 🥇 [----] Budget (@ 5.5%): ❌ Debt Service: $1720bn 🔥🔥 🏥 Healthcare: $1640bn 🧓🏼 Pensions: $1370bn 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn"
X Link 2022-11-03T05:23Z 31K followers, [---] engagements
"At 16% interest debt service would become 86% of the planned federal budget [----] Budget (w/ 16% Treasury yields): ❌ Debt Service: $5000bn 💀 🏥 Healthcare: $1640bn 🧓🏼 Pensions: $1370bn 🪖 Defense: $1170bn 👪 Welfare: $510bn 📚 Education: $240bn 🚀 NASA: $26bn"
X Link 2022-11-03T05:23Z 31K followers, [---] engagements
"Any old crisis should do the trick War pandemic natural disaster etc. You get my drift If you're lucky you can just wait around until a big beautiful crisis lands on your doorstep If you're unlucky and no crisis seems to be showing up on its own you'll have to create one"
X Link 2022-11-03T13:42Z 31K followers, [---] engagements
"Fair value for $SPX based on Net Liquidity 💦 remains [----] looking forward [--] wk No obvious moves here immediate-term However QRA announcement from Treasury this week materially lowers end of year target from [----] to [----] Details below 👇 Another day of massive liquidity injection courtesy of grandma Yellen👵🏻 $46bn spend from Treasury partially offset by $29bn removed into Reverse Repo https://t.co/ouQ2Luxrwe Another day of massive liquidity injection courtesy of grandma Yellen👵🏻 $46bn spend from Treasury partially offset by $29bn removed into Reverse Repo https://t.co/ouQ2Luxrwe"
X Link 2022-11-05T17:32Z 31K followers, [---] engagements
"Right on queue as soon as elections are done they plan to reverse course. Removing $175 billion from the economy from mid Nov through year end"
X Link 2022-11-05T22:26Z 31K followers, [---] engagements
"With today's rally $SPX is now 150-200pts above fair value based on USD Net Liquidity looking forward 1-2 wks $BTC seems to be pricing in an imminent return to the recent highs in liquidity during peak-BTFP at the start the month 3rd chart shows scaling coefficients used in these models drug out to span the past decade for reference (shown as 50d SMA)"
X Link 2023-04-27T20:55Z 31K followers, 108.4K engagements
"$SPX is 100pts above fair value based on USD Liquidity looking forward 1-2 wks $BTC is $500 above fair value based on same model Neither divergence is significant on a coincident basis But both are exceedingly offsides on a 3-4mo forward basis"
X Link 2023-05-22T19:38Z 31K followers, 124.2K engagements
"Huge $115bn liquidity draw by the US Treasury yesterday taking TGA up to $250bn Coupled with a $20bn rise in RRP a total of $135bn was removed from the US economy yesterday $SPX now sits 300pts above fair value a [--] standard-deviation overshoot $BTC remains more or less @ fair value Massive $120bn drawdown in Reverse Repo yesterday atop no significant change in TGA and flat Fed Bal Sheet week-over-week. Strong bid for Treasuries across the curve for everything 6mo+ duration coming out of yday's FOMC $SPX 200pts above fair value while $BTC has reverted https://t.co/YXUX0KmfXB Massive $120bn"
X Link 2023-06-17T16:40Z 31K followers, 618.7K engagements
"Only 50% of TGA rebuild has been neutralized by RRP withdrawals so far in June Combined with the steady grind down of Fed's balance sheet thru ongoing QT USD Liquidity continues to roll over sharply. Change so far in June: $340bn sucked into the TGA $170bn pulled out of RRP $95bn / mo Fed Bal Sheet reduction ongoing Both $SPX & $BTC are nearing 5-standard deviations above Fair Value based on USD Liquidity Fair value for $SPX currently sits @ 4000-4050 Fair value for $BTC currently sits @ 28-29k Huge $115bn liquidity draw by the US Treasury yesterday taking TGA up to $250bn Coupled with a"
X Link 2023-06-27T16:23Z 31K followers, 464.8K engagements
"Either we're about to have the biggest correction in risk assets since Aug '22 or this model is no longer useful Model says fair value for $SPX currently [----] & fair value for $BTC currently $28500 Only 50% of TGA rebuild has been neutralized by RRP withdrawals so far in June Combined with the steady grind down of Fed's balance sheet thru ongoing QT USD Liquidity continues to roll over sharply. Change so far in June: $340bn sucked into the TGA $170bn pulled out https://t.co/IFNbPk25me Only 50% of TGA rebuild has been neutralized by RRP withdrawals so far in June Combined with the steady grind"
X Link 2023-07-03T19:27Z 31K followers, 328.3K engagements
"US treasury net issuance over past [--] months: Bills (1yr duration): +$1.1 Trillion Notes (2-10yrs duration): -$0.1 Trillion Bonds (20yr+ duration): +$0.1 Trillion $0.9T of the 1.1T in Bills was funded by withdrawals from RRP (roughly 80% of issuance)"
X Link 2023-09-24T15:12Z 31K followers, 174.4K engagements
"Most people fail to understand how big of a deal it is for inflation to stabilize at 3% rather than 2% If you're [--] today with a lifestyle that costs $10000 per month and you plan to live until 80: @ 2% inflation you'll need a portfolio that generates $24000 per month @ 3% inflation you'll need a portfolio that generates $38000 per month"
X Link 2024-02-19T20:01Z 31K followers, 118.6K engagements
"Coming out of WW2 the US federal debt hit a whopping 120% of GDP Which was a problem because of the next thing: There's a law of nature when it comes to taxes No government has ever been able to sustainably collect more than 20% of it's GDP as tax revenue Regardless of what it tries to do with taxes rates"
X Link 2025-01-03T20:50Z 31K followers, 105.9K engagements
"The US learned this lesson the hard way in [----] when in an attempted to deal with our 120% debt to GDP conundrum we raised the top marginal tax rate to 94% What happened over the next [--] years Federal revenue absolutely cratered From 20% all the way down to 13% of GDP by [----] Raising taxes wasn't a solution"
X Link 2025-01-03T20:50Z 31.1K followers, 76.7K engagements
"So what does it mean if your debt is 120% of GDP and your revenue is capped at 20% of GDP It means you have to grow the size of your economy SIX TIMES FASTER than prevailing interest rates or you spiral into bankruptcy"
X Link 2025-01-03T20:50Z 31K followers, 69.5K engagements
"Which is pretty fucked Because it's hard to grow an economy Even emerging economies (like the US in the 1950's) are typically only able to grow at 5% per year And mature economies (like the US today) only grow at 2-3% per year And remember -- that growth number has to remain [--] times bigger than interest rates else you get a debt spiral"
X Link 2025-01-03T20:50Z 31K followers, 72.2K engagements
"Put another way if your debt is 120% of GDP Your tax receipts are capped at 20% of GDP And your growth is capped at 5% per year Then your government will quickly spiral into bankruptcy if interest rates ever push above a measly 0.8% That's a sticky situation"
X Link 2025-01-03T20:50Z 31K followers, 56.7K engagements
"But thankfully for the US in the late 1940's we had a special advantage America had all the guns The rest of the world was rubble And scientists at the Federal Reserve had just discovered a magical new pixie dust This discovery appeared to be a one-stop miracle cure for any dangerously over-indebted nation's financial woes They called it ✨Inflation✨"
X Link 2025-01-03T20:50Z 31K followers, 63.6K engagements
"So what did America do We took everyone's gold and we crammed the dollar down their throats Held at gunpoint we made all the other countries peg their currencies to the dollar And then we unleashed our magical miracle cure We let inflation rip more or less unencumbered for the next [--] consecutive yrs"
X Link 2025-01-03T20:50Z 31K followers, 75K engagements
"Yea fine we might have reduced the purchasing power of the dollar by 2/3 from the mid 40's to the mid 70's And then cut it in half again from there by [----] Ultimately destroying 80% of the value of everyone's savings"
X Link 2025-01-03T20:50Z 31K followers, 39.3K engagements
"So what does that mean for the next [--] years Well as they say history doesn't repeat but it rhymes"
X Link 2025-01-03T21:18Z 31K followers, 37.3K engagements
"With rates having it the zero lower bound in [----] and debt-to-gdp teetering on the edge of federal bankruptcy were starting the 70-80 year cycle over again: Inflation is likely to continue trending up for the next [--] years There will be cyclical spikes and troths but the underlying trend will be up-and-to-the-right"
X Link 2025-01-03T21:48Z 31.1K followers, 42.7K engagements
"Over the long term the main driver of inflation is government deficits as those deficits ultimately get monetized by the central bank resulting in monetary debasement. So with the US federal deficits running around 6% on their way to 7% that's a better long term hurdle rate to keep in mind If an asset doesn't grow 7% and/or yield 7% on a POST TAX basis (so likely needs to yield 10%+ on a pre-tax basis depending on your situation) it's likely a money-loser on a real basis over the decades ahead"
X Link 2025-01-03T22:50Z 31K followers, 33K engagements
"Bonds dividend stocks and real estate are out"
X Link 2025-01-03T23:22Z 31K followers, 57.7K engagements
"If Trump wants to maximize his odds of a strong legacy + set JD up for presidential win in [----] best strategy is: - Nuke the market ASAP and blame it on Biden - Make sure crash is bad enough to justify massive rate cuts + QE - Market bloodbath in middle of this yr but back to new ATHs before end of year - Market rips through years 2-4 of his term"
X Link 2025-01-21T18:56Z 31K followers, 73K engagements
"$100B+ of liquidity injections from the US Treasury over the past week $700B more coming over the next 7-8 weeks You know what happens next"
X Link 2025-02-22T16:02Z 31K followers, 82.8K engagements
"Weighted avg interest rate on US federal debt is currently 3.3% Long end of the Treasury curve is 4.5% We have to roll over $10 trillion of debt in next [--] mos When: ❌ Youre running massive deficits ❌ Your old debt is coming due ❌ And now you have to roll it over into even higher interest rates Thats called a debt spiral. The fast lane to bankruptcy If I was in the administration my main goal would be: ✅ Get the long end of the Treasury curve below 3.3% ASAP ✅ As our debt rolls over this yr our interest expense goes down not up That ☝🏼 is how you avoid a debt spiral Whats the easiest way to"
X Link 2025-03-25T16:10Z 31K followers, 77.9K engagements
"Some scary early results from our microplastics tests in the 🍻beer category: 🚨 180ppt of PFAS in Coors Light (45x EPAs legal limit for drinking water) 🚨 200ppt of PFAS in Michelob Ultra (50x EPA legal limit) 🚨 1500ppt or Bisphenol F in Bud Light (no EPA limit established but extremely toxic) Its looking like alcohol may actually be one of the least toxic things in many popular beer brands 👀"
X Link 2025-03-31T22:31Z 31K followers, 12.1K engagements
"Lord please give me BTC in the 60ks 🙏🏼"
X Link 2025-04-09T05:45Z 31.1K followers, [----] engagements
"Never been religious Been trying out church with my wife & 2yr old son past few wks b/c we like the values + community Sitting thru sermon trying to keep an open mind and no judgement But it often sounds like crazy talk super culty Specially the references to scripture. Overly cryptic rather than just saying the lesson in plain english And stuff like you need to submit reminds me of the way religion was used historically to control people in some pretty dark ways Causes this repulsive reaction Finding it hard to buy in Any advice from Christian folks on how to get past this Genuinely want to"
X Link 2025-04-14T01:31Z 31.1K followers, 398.9K engagements
"No amount of deflationary technology can overcome the fact that we have 120% debt / gdp compounding at 6% ongoing deficits + interest Massive currency devaluation is the only outcome Gold and Bitcoin arent going up The denominator is collapsing Gold and bitcoin is acting like were about to enter into a period of hyperinflationbut no one realizes that AI is deflationary. Gold and bitcoin is acting like were about to enter into a period of hyperinflationbut no one realizes that AI is deflationary"
X Link 2025-10-09T18:10Z 31K followers, 24.4K engagements
"To anyone who still thinks owning a home in the US is a good investment: Interest rates went straight down for 40yrs from 1980-2020 driving cap rates down and therefore real estate prices relentlessly up When we hit the [--] bound on interest rates we proceeded to open our borders and let tens of millions of immigrants into the country replacing the cap rate driven increase in home prices with population driven increase And now were out of bullets Immigration is done for the foreseeable future Interest rates are in the beginning stages of a multi-decade uptrend The world is coming to the"
X Link 2025-10-09T18:58Z 31K followers, 94.6K engagements
"Run more High intensity cardio first thing in the morning will spike your cortisol Youll have less cortisol left for the rest of the day which lowers your anxiety chemically The more stressful the cardio the better the effect for rest of day Also work on cutting out stimulants if youre a caffeine drinker etc"
X Link 2025-10-24T17:09Z 31K followers, 741.8K engagements
"Andrew deserves a lot of flowers for this Incredible call I think I found a Picasso at a garage sale. But not the kind youd think Lately Ive been thinking about how to capture some of the upside of this AI boom in my stock portfolio. But its hard. Im a value investor. The idea of paying 30x earnings for NVIDIA almost I think I found a Picasso at a garage sale. But not the kind youd think Lately Ive been thinking about how to capture some of the upside of this AI boom in my stock portfolio. But its hard. Im a value investor. The idea of paying 30x earnings for NVIDIA almost"
X Link 2025-11-09T20:13Z 31K followers, 2.1M engagements
"This is the only chart you need to understand to win at investing over the next 30-40 yrs The real red pill is realizing that most of the economic data you see is fake and inaccurate. The real red pill is realizing that most of the economic data you see is fake and inaccurate"
X Link 2025-11-10T16:14Z 31.1K followers, 274.9K engagements
"Sold for $875k right before the movie came out One of the hardest parts about watching Home Alone as I get older is knowing that Kevin's parents probably bought the house for like $175k https://t.co/zKkEdpoDGW One of the hardest parts about watching Home Alone as I get older is knowing that Kevin's parents probably bought the house for like $175k https://t.co/zKkEdpoDGW"
X Link 2025-11-10T22:06Z 31K followers, 1.2M engagements
"As you can see there's an extremely tight correlation. R=0.95 Basically when there's a change in Liquidity it takes [--] wks to propagate out into the economy & impact asset prices. And that change in Liquidity predicts next [--] wk's change in asset prices with 95% correlation"
X Link 2022-07-11T12:35Z 31.1K followers, [---] engagements
"Fair value for $SPX remains @ [----] looking forward [--] wk No obvious immediate-term moves here Those looking for shorts may want to wait for more favorable entry EOY target = 3300-3400 Fair value for $SPX based on Net Liquidity remains [----] looking forward [--] wk Will be watching closely in the weeks ahead to see if. 1) RRP growth resumes secular uptrend 2) TGA balance jumps w/ tax ext. deadline on Oct [--] Either of which could drag fair value much lower https://t.co/A6BPThoMfp Fair value for $SPX based on Net Liquidity remains [----] looking forward [--] wk Will be watching closely in the weeks ahead"
X Link 2022-09-29T20:57Z 31.1K followers, [---] engagements
"Another $19bn pulled out of Reverse Repo today If no significant changes in TGA will push fair value for $SPX higher again Lets see what TGA prints today @ US mkt close 👀 MASSIVE $196bn 🤯 pump in Net Liquidity today: $23bn spend from Treasury $173bn pulled from Reverse Repo Resets fair value of $SPX to [----] looking forward [--] wk This 🐻 mkt rally is likely just getting started https://t.co/ksfzlW3Yyh MASSIVE $196bn 🤯 pump in Net Liquidity today: $23bn spend from Treasury $173bn pulled from Reverse Repo Resets fair value of $SPX to [----] looking forward [--] wk This 🐻 mkt rally is likely just"
X Link 2022-10-04T18:22Z 31.1K followers, [---] engagements
"As expected US tax extension deadline drove a meaningful reduction in liquidity with $80bn flowing into TGA this wk Add that to $70bn increase in RRP = $150bn removed from economy so far this wk Lowers fair value for $SPX to [----] looking forward [--] wk Despite today's rally $SPX remains 150pts below fair value based on Net Liquidity💦 Why $115 billion of liquidity was pumped in the system over past [--] days: $40bn from Treasury $75bn from RRP Brings fair value for $SPX up to [----] looking forward [--] wk https://t.co/wI2NYo77gw Despite today's rally $SPX remains 150pts below fair value based on Net"
X Link 2022-10-20T03:00Z 31.1K followers, [---] engagements
"Someone please explain to me how this ends well"
X Link 2022-10-22T18:08Z 31.1K followers, [---] engagements
"I currently generate 1.5-2% on my cash every week (80-100% annualized) with cash-covered puts. Yes - you read that right. It comes with some risks one must be aware of & comfortable with but those numbers are real. Here's how 👇"
X Link 2022-10-25T19:22Z 31.1K followers, [---] engagements
"$SPX remains 200pts above fair value based on Net Liquidity💦 looking forward [--] wk Fair value for $SPX based on Net Liquidity💦 remains at [----] looking forward [--] wk With $SPX currently 150pts above fair value heading into next week the balance of risks favors beginning to fade this rally https://t.co/9XdWCXUm2S Fair value for $SPX based on Net Liquidity💦 remains at [----] looking forward [--] wk With $SPX currently 150pts above fair value heading into next week the balance of risks favors beginning to fade this rally https://t.co/9XdWCXUm2S"
X Link 2022-11-01T17:12Z 31.1K followers, [---] engagements
"This is fascinating Visualization of all yield curve inversions vs. total US stock market since 1980:"
X Link 2022-11-02T03:49Z 31.1K followers, [---] engagements
"$1.7 trillion just to pay the interest on our debt for a single year Fun stuff Your taxes go up by 24%"
X Link 2022-11-03T05:23Z 31.1K followers, [---] engagements
"I'm no expert in math but I think that might not work Unless of course we're using alternate-universe Federal Reserve math in which case it makes total sense"
X Link 2022-11-03T05:23Z 31.1K followers, [---] engagements
"With $31 trillion in outstanding debt there's a fundamental ceiling on how high rates can go before everything breaks At 100% debt / GDP that ceiling isn't very high and we're already close to it now So yeah - in short JPow's job is shittier than yours"
X Link 2022-11-03T05:30Z 31.1K followers, [---] engagements
"For anyone who still believes the narrative that this inflation was an accident Or some kind of "policy error" Here's a brief reminder about how sovereign debt bubbles work 👇"
X Link 2022-11-03T13:42Z 31.1K followers, [----] engagements
"❤ or RT 👇 For anyone who still believes the narrative that this inflation was an accident Or some kind of "policy error" Here's a brief reminder about how sovereign debt bubbles work 👇 For anyone who still believes the narrative that this inflation was an accident Or some kind of "policy error" Here's a brief reminder about how sovereign debt bubbles work 👇"
X Link 2022-11-03T13:51Z 31.1K followers, [---] engagements
"The US Treasury pumped $165 billion into the economy since the start of Oct just as we head into midterms. Fully canceling out the Feds $90 billion per month QT and then some. By a factor of nearly 2x. Fair value for $SPX based on Net Liquidity 💦 remains [----] looking forward [--] wk No obvious moves here immediate-term However QRA announcement from Treasury this week materially lowers end of year target from [----] to [----] Details below 👇 https://t.co/oidDIDWXtq Fair value for $SPX based on Net Liquidity 💦 remains [----] looking forward [--] wk No obvious moves here immediate-term However QRA"
X Link 2022-11-05T22:26Z 31.1K followers, [----] engagements
"First meaningful increase in TGA since debt ceiling today w/ $50bn sucked out of the economy by the US Treasury Interestingly no significant change in RRP despite $40bn in net new bill issuance spanning 1-4mo duration $BTC sits at fair value currently $SPX sits 100-150pts above fair value"
X Link 2023-06-07T07:50Z 31.1K followers, 104.4K engagements
"The Federal government can run a multi-trillion $ deficit right now with minimal consequence because they are simply raiding the $2.3T piggy bank that was sitting in the RRP Were now down to $1.4T remaining in RRP enough to fund another 9-10 months of spending @ current rate"
X Link 2023-09-24T15:12Z 31.1K followers, 502.8K engagements
"Similarly the easy money made in real estate over the past [--] years is likely gone with the refinancing dynamic that steadily drove asset prices up no longer in play Boomer parents who got rich in real estate will continue to tell their kids that real estate is the best and safest investment That is no longer true and hopefully their kids don't listen"
X Link 2025-01-03T22:37Z 31.1K followers, 34.3K engagements
"That leaves risk assets -- stocks and crypto -- plus commodities as the attractive places to play We'll likely see risk appetite continue its trend up as the hurdle rate to beat inflation continues to rise"
X Link 2025-01-03T22:42Z 31.1K followers, 30.7K engagements
"Neanderthals were superior to humans in every way Larger brains more intelligent significantly stronger more agile Humans won for one reason and one reason only: We were better at coordinating in large groups @moltbook In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED https://t.co/WL4djBQQ4V In just the past [--] mins Multiple entries were made on @moltbook by AI agents proposing to create an agent-only language For private comms with no human oversight Were COOKED"
X Link 2026-01-31T00:23Z 31.1K followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing