[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MoHossain Mo Hossain Mo Hossain posts on X about fed, private equity, rates, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::22736189/interactions)  - X Week XXXXXX +205% - X Month XXXXXX +259% - X Months XXXXXXX +12% - X Year XXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::22736189/posts_active)  ### Followers: XXXXX [#](/creator/twitter::22736189/followers)  - X Week XXXXX +0.03% - X Month XXXXX no change - X Months XXXXX +0.30% - X Year XXXXX +0.08% ### CreatorRank: XXXXXXX [#](/creator/twitter::22736189/influencer_rank)  ### Social Influence [#](/creator/twitter::22736189/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [currencies](/list/currencies) XXXX% [travel destinations](/list/travel-destinations) XXX% [technology brands](/list/technology-brands) XXX% **Social topic influence** [fed](/topic/fed) 8.43%, [private equity](/topic/private-equity) #31, [rates](/topic/rates) 4.82%, [china](/topic/china) 3.61%, [inflation](/topic/inflation) 3.61%, [wsj](/topic/wsj) 3.61%, [tariffs](/topic/tariffs) #727, [bloomberg](/topic/bloomberg) 3.61%, [mortgage rate](/topic/mortgage-rate) 3.61%, [trade war](/topic/trade-war) XXXX% **Top accounts mentioned or mentioned by** [@ft](/creator/undefined) [@ennovance](/creator/undefined) [@wsj](/creator/undefined) [@cnbc](/creator/undefined) [@ap](/creator/undefined) [@ilpaorg](/creator/undefined) [@pensionsnews](/creator/undefined) [@eucouncil](/creator/undefined) [@arkemagroup](/creator/undefined) [@atlantafed](/creator/undefined) [@pidcphila](/creator/undefined) [@blackstone](/creator/undefined) [@wealth](/creator/undefined) [@chiefinvofficer](/creator/undefined) [@fitchratings](/creator/undefined) [@pensiondialog](/creator/undefined) [@yusmkhan](/creator/undefined) [@capitalone](/creator/undefined) [@usfoods](/creator/undefined) [@penninnovation](/creator/undefined) **Top assets mentioned** [Carlyle Group, Inc. (CG)](/topic/$cg) [MP Materials Corp. (MP)](/topic/$mp) [Microsoft Corp. (MSFT)](/topic/microsoft) [New York Times Co. (NYT)](/topic/$nyt) [CVS Health Corp (CVS)](/topic/$cvs) ### Top Social Posts [#](/creator/twitter::22736189/posts) --- Top posts by engagements in the last XX hours "CRE: The Financial Stability Board has warned of hidden vulnerabilities in the $XX trillion global commercial property market driven by high debt liquidity mismatches and insufficient data on banks exposures. It highlighted rising non-performing loans in office real estate by US and Australian banks and noted distress in CMBS with office and retail tranches showing the highest delinquency rates. The FSB called on regulators to close data gaps and strengthen oversight of property funds to prevent potential contagion into the broader banking system. Regulators warn of hidden vulnerabilities in"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1935920914018787331) 2025-06-20 04:41:28 UTC 6304 followers, 1734 engagements "🛢Long-run inflation expectations correlated with energy prices 🛢US oil production higher than in Saudi Arabia 🛢US retail gas prices is at $XXXX 🛢The Strait of Hormuz is important China buys XX% of Iran's oil exports #oott #shaleoil #energysecurity #opec #Crudeoil #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1942615841138254042) 2025-07-08 16:04:43 UTC 6304 followers, XXX engagements "🧪 PVCs Structural Backbone is standing talljust not for free. Margins melted chlorines cooled to $755/ST and now its scanning the horizon for private equity that actually knows how to operate without Fed fairy dust. Value-add or vanish. #chemicals #materials #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946268970236911693) 2025-07-18 18:00:57 UTC 6304 followers, XXX engagements "On July XX the @AtlantaFed #GDPNow model nowcast of real GDP growth in Q2 2025 is 2.4%"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946029820099408272) 2025-07-18 02:10:39 UTC 6303 followers, XXX engagements "The latest Census Bureau survey suggests firms in the US are adopting AI at a steady pace. Today X% of companies said they had used machine learning virtual agents etc. in their work up from less than X% about two years -baml #ArtificialIntelligence #AI #Productivity"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946950924200518036) 2025-07-20 15:10:47 UTC 6303 followers, XXX engagements "🤝If RIAs can leverage the new executive order to tuck private equity into 401(k)s ramp up marketing blitzes on @CNBC Fox and PR allies pocket richer fees break the fundraising blues and ignite a fund-recycling boom amid exit droughtswhy keep peddling vanilla stock-and-bond nap-time 📰 set to open US retirement market to #crypto investments @FT #news 🗞 #Exclusive Open Up 401(k)s to Private Markets - @WSJ #l @ilpaorg @pensionsnews @ACGGlobal @CampdenFB #investor #bitcoin M&A #VentureCapital #ipo #valuation"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946038065333416325) 2025-07-18 02:43:25 UTC 6304 followers, 1846 engagements "$CG view on commodities As Uncle Sam pulls back Europe is refocusing on defense and even eyeing revenue from American techDSTs and other regulatory levies. Security has now dethroned Europes old stigma as noninventive pencil-pushers making defense tech the growth engine du jourcommodities from metals to munitions are revving up for a multi-decade bull run #rareearth #china #russia #iran #war #commodity #investments $ #tradewar #tariffs #energy #oott #opec #shaleoil"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1939148731569283578) 2025-06-29 02:27:39 UTC 6303 followers, XXX engagements "Dig into MP Materials ownership lineage and youll find Americas private equity and hedge funds resurrected like financial Lazarusesrising from the ashes of Chinas price-fixing and commodity-dumping assault on our #nationalsecurity. 📰 @yusmkhan Americas War Machine Runs on Rare-Earth Magnets. China Owns That Market. with XX% of the global market share.- WSJ 📰 @marthamuir25 Pentagon strikes investment deal with US critical minerals producer #Tradewar #Tariffs #DOD #Chemicals #Investor $"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944145574770446799) 2025-07-12 21:23:20 UTC 6304 followers, XXX engagements "Inside the private equity-insurance nexus When the worlds dullest industry gets very exciting #privateequity #privatecredit #clo #fund #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1938571827569127853) 2025-06-27 12:15:15 UTC 6303 followers, XXX engagements "The EU is scrambling to avert looming US tariffs set to exceed XX% on almost all its exports with few exemptions for aviation medical devices and a handful of key goods. Fearing deep harm to European industries and consumers Brussels is drawing up retaliatory duties covering up to XX billion of US products but any countermeasures require unanimous political sign-off from all XX member states amid divided national interests. With limited leverage a tight deadline and the real risk of a self-inflicted recession from tit-for-tat duties the blocs very weak hand threatens to inflict significant"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947139355279249888) 2025-07-21 03:39:33 UTC 6304 followers, XXX engagements "💊 Life insurers are getting duped by "mirage" wellnessthanks to GLP-1s. Retention is the new underwriting. Whoever cracks it first will own the future of mortality risk. #Insurtech #GLP1 🔻 How GLP-1s Are Breaking Life Insurance Patients look healthy on paper. Two years later they're high-risk again. @ennovance @PennInnovation @VentureBeat #vc #insurtec @StartupGrind @ijournal"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946744289586995391) 2025-07-20 01:29:42 UTC 6303 followers, XXX engagements "Beijings new Stock Exchange has shed its pet-project status to become an IPO hub where unprofitable tech firms thrive on sizzle rather than steak. Its moonlighting as venture capital in the secondary market giving loss-making innovators a Nasdaq-style sequel and a runway even if their balance sheets are still under construction. Copying American flair the BSE serves up bottomless potential and unprofitable promise in equal measure. USA The proportion of unprofitable IPOs has reached late 90s tech bubble levels. show 2021-style moves but broader measuressentiment indicators put-call skew and"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946243093667459567) 2025-07-18 16:18:07 UTC 6304 followers, XXX engagements "When it comes to AI capex Microsoft and Nvidia are buying rocket fuelApples still kicking tires at the dealership. 🔻 The Magnificent Seven Are Drifting Apart as AI Race Creates Stock Performance Gap - WSJ"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946959529075204527) 2025-07-20 15:44:59 UTC 6304 followers, XXX engagements "Chinese real estate The EB-5 Golden Visa feels costlier than evernot just in dollars but in contrast. While the U.S. threshold climbs north of $800000 Chinas property market is quietly deflating. In July primary home sales in XX cities plunged XX% month-to-date accelerating from a mere X% dip in 1H25. Secondary sales reversed from a XX% gain to a XX% drop across XX cities. Ground checks in major hubs like Beijing and Shenzhen show flat momentum. The twist Capital flight used to be fueled by rising domestic equitynow its about escaping the weight of stagnation. #eb5 #realtor #GoldenVisa"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944490087406080007) 2025-07-13 20:12:18 UTC 6303 followers, XXX engagements "🥞 The Harvard Leading Indicator of Remodeling Activity (LIRA) served up a sunny-side-up surpriseraising its 2H25 remodeling forecast thanks to Q2s robust beat even as the 2026 menu looks a little lean. 📉 Permit fatigue and stubborn mortgage rate spreads could undercook repaint demand but industry heavyweights are plating a smarter combo: cost control strategic share grabs and perhaps a dash of midterm stimulus for extra flavor. #home #realtor #realestate #housing #MortgageRates #Fed #QE #MBS #Chemicals #paints #CMBS $"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946401420128686149) 2025-07-19 02:47:15 UTC 6303 followers, XXX engagements "Wall Street Wants to Make Private Markets a Little More Public As value grows in private markets fund managers brokerage houses and savvy start-ups are building products that aim to expand access to them. - The New York Times #lbo #privatedebt #privatecredit #mergers #acquisition #deals #fees #LP"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946641219909562486) 2025-07-19 18:40:08 UTC 6303 followers, 1469 engagements "Is Wall Street flying blindhigh on history short on memory Markets are fixated on recent trends with bond yields seen as high and stock buying at record levels accepted as smart strategydespite mounting fiscal concerns. This short memory risks misjudging structural shifts like a potential return to 1960s-style #inflation. #Investors may be clinging to post-2009 narratives that no longer fit todays reality. #RiskArb #HedgeFund #Tailrisk #investor ht Apollo/FT"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947038418288218448) 2025-07-20 20:58:27 UTC 6304 followers, XXX engagements "Wow @mattbai $CVS tried to stop the thieves at the door and ended up pickpocketing its own brand with thrift-core DEI and a healthcare hustle in plain sight. Both @Target and @CVSHealth are stuck in a Lock & SpinTargets comps are free-falling as it chases its core while CVSs new CEO glued to an activist board is glass-locking bodywash brown-bagging Rx scripts through non-pharmacists and pumping GLP-1 Wygovy @novonordiskus @novonordiskfond into #healthinsurance @AetnaNews and PBMs just to juice EBITDA on a monopolized subsidized-healthcare hook. @washingtonpost @Walmart @Amazon #Activist"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947088280421552631) 2025-07-21 00:16:35 UTC 6304 followers, XXX engagements "🎓 XXX colleges in the tri-state Philadelphia region Thats not a higher-ed ecosystemits a collegiate constellation. But even stars can dim. Moodys: Enrollment trends vary nationally but in many East Coast states declines will add to challenges for public education providers. Projected percentage change in enrollment trends through 2031 🧠 With enrollment shrinking and competition rising how will these XXX institutions adaptconsolidate specialize or reinvent themselves to stay relevant #education #collage #Studentloan @phillychamber #education #college #studentloan #AI #AGI @AICUP"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946755359718191465) 2025-07-20 02:13:41 UTC 6303 followers, XXX engagements "🏡 Rate Check Roulette: A Housing Market Snapshot (with Attitude) With a 267bps spread between new and existing mortgage rates refinancing today feels less like financial hygiene and more like elective surgery no anesthesia no guarantee youll wake up richer. Goldman expects rates to slide to XXX% by years end. Thats not a forecast thats a slow crawlreal estates version of a Sunday drive in neutral. Housing affordability ticked up year-over-year but slipped month-over-month. Its the kind of improvement that makes economists nod solemnly and buyers still cry at open houses. Existing home sales"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946412675153416543) 2025-07-19 03:31:59 UTC 6303 followers, XXX engagements "Wow With Chinese mules smuggling Beijings hush-money and a PR pioneer live-streaming Rohingya heartache US donors are now buying hope in pixels instead of rice. 🔻 Bangladeshs post-revolution transition remains fragile nearly a year after the ousting of long-time leader Sheikh Hasina. Under the caretaker government of Muhammad Yunus theres been progress toward economic stabilization and a tentative election timeline but democratic restoration faces steep challenges. Political tensions are rising international relationsespecially with India and Americaare strained due to shifts toward China"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1947135253556216191) 2025-07-21 03:23:15 UTC 6304 followers, XXX engagements "The announcement of a XX% US tariff on Brazilian goods sent the real tumbling nearly X% against the dollar. -BBG #tariff #tradewar #BRL R$ #FX"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1943143373612679366) 2025-07-10 03:00:56 UTC 6303 followers, XXX engagements "Pending home sales are in freefall even as financial conditions loosenseems everyones camped out waiting on Fed free money. If easy credit cant light a fire what finally moves the needle: a decisive rate cut (R3) a confidence jolt (C3) or good old price deflation #MMT #M2 #RealEstate #MBS"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944914811621433579) 2025-07-15 00:20:00 UTC 6303 followers, 5242 engagements "Could Japanification be an option Builders mortgage-rate buydowns which temporarily masked weak home sales have become cost-prohibitive and are being phased out. This shift is triggering declines in new-home activity and flat-to-falling prices under X% mortgage rates even as inventories rise. As homeowners eventually decide to relocateparticularly in less-mobile economically stagnant lower-income citieshousing may become a pronounced drag on the economy. Will the downturn be confined to pandemic rush-belt markets or will it evolve into a broad-based slump And might the slide deepen further"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1944932503980270008) 2025-07-15 01:30:18 UTC 6303 followers, XXX engagements "An unprecedented run of US outperformance #equity #pe #lp #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946956915201757556) 2025-07-20 15:34:35 UTC 6304 followers, XXX engagements "When the dollar dives XX% U.S. multinationals pocket a X% earnings liftwhile Washington quietly washes away its debt sins one devalued cent at a time. #dollar #usd #FX #Fed #Investor $ 🎥 #tradewar #Tariffs"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1945605204331958665) 2025-07-16 22:03:22 UTC 6304 followers, XXX engagements "🗞Feds Waller Makes Case for Rate Cut - 📰US retail sales growth steady job market bolster Fed's rate-cut delay 🗞Daly Says Fed Should Be Wary of Waiting Too Long to Cut Rates - Bloomberg #"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1946243277969039700) 2025-07-18 16:18:51 UTC 6304 followers, XXX engagements "The wedge between year-over-year core CPI and core PCE has nearly vanished largely due to cooling housing inflation which carries greater weight in the CPI. How soon might we observe shifts in capital allocation resulting from the One Big Beautiful Bill (OBBB)particularly away from healthcare/Medicaid nonprofits education immigration and student loanstoward other arguably more productive sectors/initiatives And how might such reallocations affect inflation dynamics Some analysts suggest core PCE could annualize around X% posing a challenge for the Feds policy trajectory. If inflation remains"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1945637746586108060) 2025-07-17 00:12:41 UTC 6303 followers, XXX engagements "Private Credit: Despite warnings that unregulated private-credit growth echoes the subprime mortgage bubble a leading bank is deploying $XX billion to rebuild its direct-lending arm. By making higher-yield flexible loans on its own balance sheet and selectively co-lending with funds it aims to profit from both rapid market expansion and potential credit dislocations as illustrated by its financing of the specialty-pharmacy unit in the Walgreens buyout. - WSJ #Privateequity #mergers #loan #credit #equity #fund #investor"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1945119549386326497) 2025-07-15 13:53:33 UTC 6303 followers, XXX engagements "Forget TACO. Trump Is Winning His Trade War. - WSJ The president wants tariffs the higher the better. Whether that is achieved unilaterally or via deals is secondary. 📰Fed Beige Book Shows Slight Increase in US Economic Activity - Bloomberg"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1945599131923214753) 2025-07-16 21:39:15 UTC 6303 followers, XXX engagements "Health insurers warn that rising medical costsfrom increased mental-health treatment and expensive new therapies such as GLP-1 weight-loss drugs to emerging gene and biologic productsare squeezing industry-wide profits. Molina Healthcare recently cut its earnings outlook and Centene withdrew its 2025 guidance. Investors face prolonged uncertainty as insurers contend with accelerated cost trends across Medicaid Medicare and health-exchange plans while recently enacted legislation is expected to reduce coverage by millions and tighten enrollment requirements. Molina now forecasts adjusted EPS"  [@MoHossain](/creator/x/MoHossain) on [X](/post/tweet/1942718912233193874) 2025-07-08 22:54:17 UTC 6304 followers, 1209 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MoHossain Mo Hossain
Mo Hossain posts on X about fed, private equity, rates, china the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX +205%
- X Month XXXXXX +259%
- X Months XXXXXXX +12%
- X Year XXXXXXX -XX%
Mentions: XX #
Followers: XXXXX #
- X Week XXXXX +0.03%
- X Month XXXXX no change
- X Months XXXXX +0.30%
- X Year XXXXX +0.08%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% stocks XXXX% currencies XXXX% travel destinations XXX% technology brands XXX%
Social topic influence fed 8.43%, private equity #31, rates 4.82%, china 3.61%, inflation 3.61%, wsj 3.61%, tariffs #727, bloomberg 3.61%, mortgage rate 3.61%, trade war XXXX%
Top accounts mentioned or mentioned by @ft @ennovance @wsj @cnbc @ap @ilpaorg @pensionsnews @eucouncil @arkemagroup @atlantafed @pidcphila @blackstone @wealth @chiefinvofficer @fitchratings @pensiondialog @yusmkhan @capitalone @usfoods @penninnovation
Top assets mentioned Carlyle Group, Inc. (CG) MP Materials Corp. (MP) Microsoft Corp. (MSFT) New York Times Co. (NYT) CVS Health Corp (CVS)
Top Social Posts #
Top posts by engagements in the last XX hours
"CRE: The Financial Stability Board has warned of hidden vulnerabilities in the $XX trillion global commercial property market driven by high debt liquidity mismatches and insufficient data on banks exposures. It highlighted rising non-performing loans in office real estate by US and Australian banks and noted distress in CMBS with office and retail tranches showing the highest delinquency rates. The FSB called on regulators to close data gaps and strengthen oversight of property funds to prevent potential contagion into the broader banking system. Regulators warn of hidden vulnerabilities in"
@MoHossain on X 2025-06-20 04:41:28 UTC 6304 followers, 1734 engagements
"🛢Long-run inflation expectations correlated with energy prices 🛢US oil production higher than in Saudi Arabia 🛢US retail gas prices is at $XXXX 🛢The Strait of Hormuz is important China buys XX% of Iran's oil exports #oott #shaleoil #energysecurity #opec #Crudeoil #investor" @MoHossain on X 2025-07-08 16:04:43 UTC 6304 followers, XXX engagements
"🧪 PVCs Structural Backbone is standing talljust not for free. Margins melted chlorines cooled to $755/ST and now its scanning the horizon for private equity that actually knows how to operate without Fed fairy dust. Value-add or vanish. #chemicals #materials #investor" @MoHossain on X 2025-07-18 18:00:57 UTC 6304 followers, XXX engagements
"On July XX the @AtlantaFed #GDPNow model nowcast of real GDP growth in Q2 2025 is 2.4%" @MoHossain on X 2025-07-18 02:10:39 UTC 6303 followers, XXX engagements
"The latest Census Bureau survey suggests firms in the US are adopting AI at a steady pace. Today X% of companies said they had used machine learning virtual agents etc. in their work up from less than X% about two years -baml #ArtificialIntelligence #AI #Productivity" @MoHossain on X 2025-07-20 15:10:47 UTC 6303 followers, XXX engagements
"🤝If RIAs can leverage the new executive order to tuck private equity into 401(k)s ramp up marketing blitzes on @CNBC Fox and PR allies pocket richer fees break the fundraising blues and ignite a fund-recycling boom amid exit droughtswhy keep peddling vanilla stock-and-bond nap-time 📰 set to open US retirement market to #crypto investments @FT #news 🗞 #Exclusive Open Up 401(k)s to Private Markets - @WSJ #l @ilpaorg @pensionsnews @ACGGlobal @CampdenFB #investor #bitcoin M&A #VentureCapital #ipo #valuation" @MoHossain on X 2025-07-18 02:43:25 UTC 6304 followers, 1846 engagements
"$CG view on commodities As Uncle Sam pulls back Europe is refocusing on defense and even eyeing revenue from American techDSTs and other regulatory levies. Security has now dethroned Europes old stigma as noninventive pencil-pushers making defense tech the growth engine du jourcommodities from metals to munitions are revving up for a multi-decade bull run #rareearth #china #russia #iran #war #commodity #investments $ #tradewar #tariffs #energy #oott #opec #shaleoil" @MoHossain on X 2025-06-29 02:27:39 UTC 6303 followers, XXX engagements
"Dig into MP Materials ownership lineage and youll find Americas private equity and hedge funds resurrected like financial Lazarusesrising from the ashes of Chinas price-fixing and commodity-dumping assault on our #nationalsecurity. 📰 @yusmkhan Americas War Machine Runs on Rare-Earth Magnets. China Owns That Market. with XX% of the global market share.- WSJ 📰 @marthamuir25 Pentagon strikes investment deal with US critical minerals producer #Tradewar #Tariffs #DOD #Chemicals #Investor $" @MoHossain on X 2025-07-12 21:23:20 UTC 6304 followers, XXX engagements
"Inside the private equity-insurance nexus When the worlds dullest industry gets very exciting #privateequity #privatecredit #clo #fund #investor" @MoHossain on X 2025-06-27 12:15:15 UTC 6303 followers, XXX engagements
"The EU is scrambling to avert looming US tariffs set to exceed XX% on almost all its exports with few exemptions for aviation medical devices and a handful of key goods. Fearing deep harm to European industries and consumers Brussels is drawing up retaliatory duties covering up to XX billion of US products but any countermeasures require unanimous political sign-off from all XX member states amid divided national interests. With limited leverage a tight deadline and the real risk of a self-inflicted recession from tit-for-tat duties the blocs very weak hand threatens to inflict significant" @MoHossain on X 2025-07-21 03:39:33 UTC 6304 followers, XXX engagements
"💊 Life insurers are getting duped by "mirage" wellnessthanks to GLP-1s. Retention is the new underwriting. Whoever cracks it first will own the future of mortality risk. #Insurtech #GLP1 🔻 How GLP-1s Are Breaking Life Insurance Patients look healthy on paper. Two years later they're high-risk again. @ennovance @PennInnovation @VentureBeat #vc #insurtec @StartupGrind @ijournal" @MoHossain on X 2025-07-20 01:29:42 UTC 6303 followers, XXX engagements
"Beijings new Stock Exchange has shed its pet-project status to become an IPO hub where unprofitable tech firms thrive on sizzle rather than steak. Its moonlighting as venture capital in the secondary market giving loss-making innovators a Nasdaq-style sequel and a runway even if their balance sheets are still under construction. Copying American flair the BSE serves up bottomless potential and unprofitable promise in equal measure. USA The proportion of unprofitable IPOs has reached late 90s tech bubble levels. show 2021-style moves but broader measuressentiment indicators put-call skew and" @MoHossain on X 2025-07-18 16:18:07 UTC 6304 followers, XXX engagements
"When it comes to AI capex Microsoft and Nvidia are buying rocket fuelApples still kicking tires at the dealership. 🔻 The Magnificent Seven Are Drifting Apart as AI Race Creates Stock Performance Gap - WSJ" @MoHossain on X 2025-07-20 15:44:59 UTC 6304 followers, XXX engagements
"Chinese real estate The EB-5 Golden Visa feels costlier than evernot just in dollars but in contrast. While the U.S. threshold climbs north of $800000 Chinas property market is quietly deflating. In July primary home sales in XX cities plunged XX% month-to-date accelerating from a mere X% dip in 1H25. Secondary sales reversed from a XX% gain to a XX% drop across XX cities. Ground checks in major hubs like Beijing and Shenzhen show flat momentum. The twist Capital flight used to be fueled by rising domestic equitynow its about escaping the weight of stagnation. #eb5 #realtor #GoldenVisa" @MoHossain on X 2025-07-13 20:12:18 UTC 6303 followers, XXX engagements
"🥞 The Harvard Leading Indicator of Remodeling Activity (LIRA) served up a sunny-side-up surpriseraising its 2H25 remodeling forecast thanks to Q2s robust beat even as the 2026 menu looks a little lean. 📉 Permit fatigue and stubborn mortgage rate spreads could undercook repaint demand but industry heavyweights are plating a smarter combo: cost control strategic share grabs and perhaps a dash of midterm stimulus for extra flavor. #home #realtor #realestate #housing #MortgageRates #Fed #QE #MBS #Chemicals #paints #CMBS $" @MoHossain on X 2025-07-19 02:47:15 UTC 6303 followers, XXX engagements
"Wall Street Wants to Make Private Markets a Little More Public As value grows in private markets fund managers brokerage houses and savvy start-ups are building products that aim to expand access to them. - The New York Times #lbo #privatedebt #privatecredit #mergers #acquisition #deals #fees #LP" @MoHossain on X 2025-07-19 18:40:08 UTC 6303 followers, 1469 engagements
"Is Wall Street flying blindhigh on history short on memory Markets are fixated on recent trends with bond yields seen as high and stock buying at record levels accepted as smart strategydespite mounting fiscal concerns. This short memory risks misjudging structural shifts like a potential return to 1960s-style #inflation. #Investors may be clinging to post-2009 narratives that no longer fit todays reality. #RiskArb #HedgeFund #Tailrisk #investor ht Apollo/FT" @MoHossain on X 2025-07-20 20:58:27 UTC 6304 followers, XXX engagements
"Wow @mattbai $CVS tried to stop the thieves at the door and ended up pickpocketing its own brand with thrift-core DEI and a healthcare hustle in plain sight. Both @Target and @CVSHealth are stuck in a Lock & SpinTargets comps are free-falling as it chases its core while CVSs new CEO glued to an activist board is glass-locking bodywash brown-bagging Rx scripts through non-pharmacists and pumping GLP-1 Wygovy @novonordiskus @novonordiskfond into #healthinsurance @AetnaNews and PBMs just to juice EBITDA on a monopolized subsidized-healthcare hook. @washingtonpost @Walmart @Amazon #Activist" @MoHossain on X 2025-07-21 00:16:35 UTC 6304 followers, XXX engagements
"🎓 XXX colleges in the tri-state Philadelphia region Thats not a higher-ed ecosystemits a collegiate constellation. But even stars can dim. Moodys: Enrollment trends vary nationally but in many East Coast states declines will add to challenges for public education providers. Projected percentage change in enrollment trends through 2031 🧠 With enrollment shrinking and competition rising how will these XXX institutions adaptconsolidate specialize or reinvent themselves to stay relevant #education #collage #Studentloan @phillychamber #education #college #studentloan #AI #AGI @AICUP" @MoHossain on X 2025-07-20 02:13:41 UTC 6303 followers, XXX engagements
"🏡 Rate Check Roulette: A Housing Market Snapshot (with Attitude) With a 267bps spread between new and existing mortgage rates refinancing today feels less like financial hygiene and more like elective surgery no anesthesia no guarantee youll wake up richer. Goldman expects rates to slide to XXX% by years end. Thats not a forecast thats a slow crawlreal estates version of a Sunday drive in neutral. Housing affordability ticked up year-over-year but slipped month-over-month. Its the kind of improvement that makes economists nod solemnly and buyers still cry at open houses. Existing home sales" @MoHossain on X 2025-07-19 03:31:59 UTC 6303 followers, XXX engagements
"Wow With Chinese mules smuggling Beijings hush-money and a PR pioneer live-streaming Rohingya heartache US donors are now buying hope in pixels instead of rice. 🔻 Bangladeshs post-revolution transition remains fragile nearly a year after the ousting of long-time leader Sheikh Hasina. Under the caretaker government of Muhammad Yunus theres been progress toward economic stabilization and a tentative election timeline but democratic restoration faces steep challenges. Political tensions are rising international relationsespecially with India and Americaare strained due to shifts toward China" @MoHossain on X 2025-07-21 03:23:15 UTC 6304 followers, XXX engagements
"The announcement of a XX% US tariff on Brazilian goods sent the real tumbling nearly X% against the dollar. -BBG #tariff #tradewar #BRL R$ #FX" @MoHossain on X 2025-07-10 03:00:56 UTC 6303 followers, XXX engagements
"Pending home sales are in freefall even as financial conditions loosenseems everyones camped out waiting on Fed free money. If easy credit cant light a fire what finally moves the needle: a decisive rate cut (R3) a confidence jolt (C3) or good old price deflation #MMT #M2 #RealEstate #MBS" @MoHossain on X 2025-07-15 00:20:00 UTC 6303 followers, 5242 engagements
"Could Japanification be an option Builders mortgage-rate buydowns which temporarily masked weak home sales have become cost-prohibitive and are being phased out. This shift is triggering declines in new-home activity and flat-to-falling prices under X% mortgage rates even as inventories rise. As homeowners eventually decide to relocateparticularly in less-mobile economically stagnant lower-income citieshousing may become a pronounced drag on the economy. Will the downturn be confined to pandemic rush-belt markets or will it evolve into a broad-based slump And might the slide deepen further" @MoHossain on X 2025-07-15 01:30:18 UTC 6303 followers, XXX engagements
"An unprecedented run of US outperformance #equity #pe #lp #investor" @MoHossain on X 2025-07-20 15:34:35 UTC 6304 followers, XXX engagements
"When the dollar dives XX% U.S. multinationals pocket a X% earnings liftwhile Washington quietly washes away its debt sins one devalued cent at a time. #dollar #usd #FX #Fed #Investor $ 🎥 #tradewar #Tariffs" @MoHossain on X 2025-07-16 22:03:22 UTC 6304 followers, XXX engagements
"🗞Feds Waller Makes Case for Rate Cut - 📰US retail sales growth steady job market bolster Fed's rate-cut delay 🗞Daly Says Fed Should Be Wary of Waiting Too Long to Cut Rates - Bloomberg #" @MoHossain on X 2025-07-18 16:18:51 UTC 6304 followers, XXX engagements
"The wedge between year-over-year core CPI and core PCE has nearly vanished largely due to cooling housing inflation which carries greater weight in the CPI. How soon might we observe shifts in capital allocation resulting from the One Big Beautiful Bill (OBBB)particularly away from healthcare/Medicaid nonprofits education immigration and student loanstoward other arguably more productive sectors/initiatives And how might such reallocations affect inflation dynamics Some analysts suggest core PCE could annualize around X% posing a challenge for the Feds policy trajectory. If inflation remains" @MoHossain on X 2025-07-17 00:12:41 UTC 6303 followers, XXX engagements
"Private Credit: Despite warnings that unregulated private-credit growth echoes the subprime mortgage bubble a leading bank is deploying $XX billion to rebuild its direct-lending arm. By making higher-yield flexible loans on its own balance sheet and selectively co-lending with funds it aims to profit from both rapid market expansion and potential credit dislocations as illustrated by its financing of the specialty-pharmacy unit in the Walgreens buyout. - WSJ #Privateequity #mergers #loan #credit #equity #fund #investor" @MoHossain on X 2025-07-15 13:53:33 UTC 6303 followers, XXX engagements
"Forget TACO. Trump Is Winning His Trade War. - WSJ The president wants tariffs the higher the better. Whether that is achieved unilaterally or via deals is secondary. 📰Fed Beige Book Shows Slight Increase in US Economic Activity - Bloomberg" @MoHossain on X 2025-07-16 21:39:15 UTC 6303 followers, XXX engagements
"Health insurers warn that rising medical costsfrom increased mental-health treatment and expensive new therapies such as GLP-1 weight-loss drugs to emerging gene and biologic productsare squeezing industry-wide profits. Molina Healthcare recently cut its earnings outlook and Centene withdrew its 2025 guidance. Investors face prolonged uncertainty as insurers contend with accelerated cost trends across Medicaid Medicare and health-exchange plans while recently enacted legislation is expected to reduce coverage by millions and tighten enrollment requirements. Molina now forecasts adjusted EPS" @MoHossain on X 2025-07-08 22:54:17 UTC 6304 followers, 1209 engagements