# ![@West939393 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1721287161641857024.png) @West939393 Aaron Abrahams

Aaron Abrahams posts on X about bitcoin, if you, money, inflation the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1721287161641857024/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1721287161641857024/c:line/m:interactions.svg)

- [--] Week [------] +209%
- [--] Month [------] -5%
- [--] Months [-------] +990%
- [--] Year [-------] +76,004%

### Mentions: [--] [#](/creator/twitter::1721287161641857024/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1721287161641857024/c:line/m:posts_active.svg)

- [--] Month [--] -48%
- [--] Months [---] +380%
- [--] Year [---] +32,800%

### Followers: [---] [#](/creator/twitter::1721287161641857024/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1721287161641857024/c:line/m:followers.svg)

- [--] Week [---] +5.40%
- [--] Month [---] +15%
- [--] Months [---] +76%
- [--] Year [---] +451%

### CreatorRank: [---------] [#](/creator/twitter::1721287161641857024/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1721287161641857024/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[bitcoin](/topic/bitcoin), [if you](/topic/if-you), [money](/topic/money), [inflation](/topic/inflation), [$gld](/topic/$gld), [gold](/topic/gold), [$iau](/topic/$iau), [$pplt](/topic/$pplt), [silver](/topic/silver), [$slv](/topic/$slv)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [SPDR GOLD ETF (GLD)](/topic/$gld) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Corcept Therapeutics Inc. (CORT)](/topic/$cort) [iShares BTC Trust (IBIT)](/topic/$ibit) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Vertex Protocol (VRTX)](/topic/$vrtx) [W R Berkley Corp (WRB)](/topic/$wrb) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Novo-Nordisk (NVO)](/topic/$nvo) [Medpace Holdings, Inc. Common Stock (MEDP)](/topic/$medp) [Mosaic Co (MOS)](/topic/$mos) [Palomar Holdings, Inc. Common stock (PLMR)](/topic/$plmr) [Kinsale Capital Group, Inc. (KNSL)](/topic/$knsl) [Moderna Inc (MRNA)](/topic/$mrna) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Denali Therapeutics Inc. Common Stock (DNLI)](/topic/$dnli) [Alcoa, Corp. (AA)](/topic/$aa) [PayPal Holdings Inc (PYPL)](/topic/$pypl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@long_equity I agree philosophically although the total invested is also increasing. So for example with company one you are reinvesting all your earnings so after year [--] you have [---] invested (less depreciation) not 100"  
[X Link](https://x.com/West939393/status/1819970106421870601)  2024-08-04T05:34Z [--] followers, [---] engagements


"@long_equity If you look from [----] which is when growth really took off operating margins were basically flat with some fluctuations until a year ago"  
[X Link](https://x.com/West939393/status/1829000455613276201)  2024-08-29T03:37Z [---] followers, [--] engagements


"@B2F_Investing Future expectations are all that matters. Market reaction to them offering compounded glp-1 in the first place was overdone IMO since the strategy had a limited shelf life from the get- go"  
[X Link](https://x.com/West939393/status/1841983325977903326)  2024-10-03T23:27Z [---] followers, [--] engagements


"@NewLowObserver For sure. No responsible investor should abdicate their due diligence to the credit ratings agencies (but that is a separate issue from bond rating vs stock performance)"  
[X Link](https://x.com/West939393/status/1904371667033555240)  2025-03-25T03:16Z [--] followers, [--] engagements


"@FusionptCapital Interesting to see short reports on both APP and KD come out yesterday. I need to look into whether there are studies on like "short reports per month on companies over $ X market cap." See if it correlates with major tops"  
[X Link](https://x.com/West939393/status/1905693625704677736)  2025-03-28T18:49Z [--] followers, [--] engagements


"@HostileCharts Is that not the cycle A lot of market cap is built on unicorn farts. Ask people "what does xyz narrative mean" or "have you looked at their cash flows" The response "Who cares so long as the price increases" Think a TSLA BTC or MSTR survives a gfc-style wipeout"  
[X Link](https://x.com/West939393/status/1906757154952073635)  2025-03-31T17:15Z [--] followers, [--] engagements


"@Kerrisdale_JOBY @KerrisdaleCap [--] quarters vs a trend that has been in place for a decade"  
[X Link](https://x.com/West939393/status/1923032423886905847)  2025-05-15T15:07Z [--] followers, [---] engagements


"@TonyTheBullCMT I still think you are right and there is a major top forming in both BTC and equities. Just a very slow process and you are using those higher time frame indicators that can lead price action by months. What we're seeingright now sure as hell aren't signals of new bull markets"  
[X Link](https://x.com/West939393/status/1925732155163889683)  2025-05-23T01:54Z [--] followers, [---] engagements


"@Silver_Buck @David_Charts @charliebilello So what I'm saying is corps would pay tax on their earnings then there is no tax on dividends or capital gains. Hence no double taxation"  
[X Link](https://x.com/West939393/status/1929041630935269440)  2025-06-01T05:05Z [--] followers, [--] engagements


"@unusual_whales Mathematically obviously they should save as much as early as possible. Practically look at those people's financial situation. They don't just have extra money to save and invest. So it's kind of a joke"  
[X Link](https://x.com/West939393/status/1929228655885979823)  2025-06-01T17:28Z [--] followers, [--] engagements


"@snowytrade @DonMiami3 It's not even about perfect punctuation and grammar necessarily. It's the cookie cutter sterile writing style that chat GPT in particular has and grok copies"  
[X Link](https://x.com/West939393/status/1931201072699433067)  2025-06-07T04:06Z [---] followers, [--] engagements


"@ChadSquarejaw @rev_cap Did you happen to notice what it did the last time fed lowered its rate"  
[X Link](https://x.com/West939393/status/1931203197240299712)  2025-06-07T04:14Z [---] followers, [--] engagements


"@ChadSquarejaw @rev_cap Not quite. We are talking about the 10y"  
[X Link](https://x.com/West939393/status/1931222748942266462)  2025-06-07T05:32Z [---] followers, [--] engagements


"@Bturcan Time to enter the banana zone"  
[X Link](https://x.com/West939393/status/1931388584654934484)  2025-06-07T16:31Z [---] followers, [--] engagements


"@Mr_Derivatives What's the point if it takes years to fill It moves in a range so of course it's going to fill in every number within that range eventually"  
[X Link](https://x.com/West939393/status/1931736501551014382)  2025-06-08T15:34Z [---] followers, [--] engagements


"@MikeZaccardi Someone else showed a chart of how the consensus probability of a recession has evolved over the course of the year and it basically just follows the S&P 😂. There will be some new news next week and then they will assign a different probability. It's a joke"  
[X Link](https://x.com/West939393/status/1932244770019311774)  2025-06-10T01:13Z [---] followers, [--] engagements


"@lilhighway @RyanAlderink @great_martis exactly. Although there is an argument to be made that an expanding multiple *is* inflation. Price rising without a corresponding increase in value. But that wouldn't show up in market cap to gdp (which doesn't really make sense as a valuation metric since you don't spend gdp)"  
[X Link](https://x.com/West939393/status/1932474994153632127)  2025-06-10T16:28Z [---] followers, [--] engagements


"@DaveMascer14170 @nntaleb @alexbakus There's more robust evidence for benefits of high protein plenty of human studies on this"  
[X Link](https://x.com/West939393/status/1934272929241632918)  2025-06-15T15:32Z [---] followers, [--] engagements


"@gainify_io Sry but PEG is such a stupid metric. So if I'm growing earnings at 5% a year does that mean I should have a 5PE (20% earnings yield) 10PE That would still imply a 15% ann. total return"  
[X Link](https://x.com/West939393/status/1934329403955364199)  2025-06-15T19:17Z [---] followers, [--] engagements


"@RealRickRule He used some misleading facts and figures in accusing Novo Nordisk re: Ozempic prices. Now I don't trust him to be honest wrt other topics where I don't have specific knowledge"  
[X Link](https://x.com/West939393/status/1934830863436722663)  2025-06-17T04:29Z [---] followers, [--] engagements


"@GoldForecast What is the significance It looks like that is a normal feature of gold having a strong rally based on your chart"  
[X Link](https://x.com/West939393/status/1935362572628513270)  2025-06-18T15:42Z [---] followers, [---] engagements


"@McClellanOsc Have you ever explored ratios related to euler's number (2.718) I have found many retracements on a log chart follow ratios like 1/ en and 1- (1/en). Also frequent retracements to .577 euler's constant"  
[X Link](https://x.com/West939393/status/1935458628015911264)  2025-06-18T22:04Z [---] followers, [---] engagements


"@McClellanOsc Euler's number describes natural rates of growth and decay. It was derived from finding the result of growth at 100% per year compounded continuously. So it is intrinsic to exponential growth and logarithmic math in natural systems"  
[X Link](https://x.com/West939393/status/1935460840708391079)  2025-06-18T22:13Z [---] followers, [--] engagements


"@GoldForecast What's the null hypothesis You're looking at [--] years when it was in a bear market. What does this look like when it's in a bull market"  
[X Link](https://x.com/West939393/status/1935721373802054074)  2025-06-19T15:28Z [---] followers, [---] engagements


"@Mr_Neutral_Man I was trying to use chat GPT to pull some balance sheet data this morning. I was getting so pissed off because it was giving me answers that were obviously wrong saying it couldn't do it using stupid emojis etc. I wouldn't trust it for critical facts and figures"  
[X Link](https://x.com/West939393/status/1935808907320213864)  2025-06-19T21:16Z [---] followers, [--] engagements


"@StockMKTNewz @fiscal_ai Yeah big revenues and paper profits but the return on capital kind of sucks. There is a reason why it has been the worst performing mega cap tech over the past number of years"  
[X Link](https://x.com/West939393/status/1935849440142934058)  2025-06-19T23:57Z [---] followers, [---] engagements


"@JimWils0n @TrendSpider The stock is up 60%. That is accounting for the split"  
[X Link](https://x.com/West939393/status/1935921576068947986)  2025-06-20T04:44Z [---] followers, [--] engagements


"@pulte @grok Please educate this idiot I don't have the patience or the crayons"  
[X Link](https://x.com/West939393/status/1935928692494176358)  2025-06-20T05:12Z [---] followers, [--] engagements


"@grok @pulte @grok explain to this idiot who sets mortgage rates"  
[X Link](https://x.com/West939393/status/1935929629183033496)  2025-06-20T05:16Z [---] followers, [--] engagements


"@IGWTreport Nobody believes CPI is real least of all the people that are buying gold 😂"  
[X Link](https://x.com/West939393/status/1936453362293342484)  2025-06-21T15:57Z [---] followers, [--] engagements


"@spirehosp @charliebilello Their underwriting margins are pretty slim a lot of profit comes from the float and management skill and discipline is an important factor vs any dumb competition just coming in and taking away your business. They can try but they'll lose their ass"  
[X Link](https://x.com/West939393/status/1936518232942559573)  2025-06-21T20:15Z [---] followers, [--] engagements


"@NorthstarCharts @KinesisMonetary I have been calling it topped since february. Definitely taking its sweet time for the process to play out"  
[X Link](https://x.com/West939393/status/1936875513102176712)  2025-06-22T19:54Z [---] followers, [---] engagements


"@curtis90335 @NorthstarCharts @KinesisMonetary 35k would be in line with history"  
[X Link](https://x.com/West939393/status/1936875630668431829)  2025-06-22T19:55Z [---] followers, [--] engagements


"@margo_amala I would just point out the mid 60s were basically the inflation-adjusted top for markets which preceded the stagflation of the 70s"  
[X Link](https://x.com/West939393/status/1936893400877543491)  2025-06-22T21:05Z [---] followers, [--] engagements


"@MTVerMeer75 @NorthstarCharts @KinesisMonetary Deviation from a moving avg scaled to ATR. Similar to MACD-v"  
[X Link](https://x.com/West939393/status/1936917603379032451)  2025-06-22T22:41Z [---] followers, [--] engagements


"@SRSroccoReport It's like saying that Nvidia shares are a store of wealth. If Nvidia didn't have a business and just traded based on the cool logo and vibes"  
[X Link](https://x.com/West939393/status/1936953255176851767)  2025-06-23T01:03Z [---] followers, [--] engagements


"@menlobear Yes I called it. But I thought that stocks oil and gold would all be up which I was obviously wrong on. We already saw Israel hitting new all-time highs last week. War is bullish when you can win"  
[X Link](https://x.com/West939393/status/1937294384497922144)  2025-06-23T23:39Z [---] followers, [--] engagements


"@yieldsearcher What source would you rather it used Fox Twitter Truth social"  
[X Link](https://x.com/West939393/status/1937339450335608916)  2025-06-24T02:38Z [---] followers, [--] engagements


"@_The_Prophet__ @RealJimChanos I can't imagine debating a bitcoiner or mstr worshipper. Every other sentence they make up a new word to confuse you 😭"  
[X Link](https://x.com/West939393/status/1937682149253218524)  2025-06-25T01:19Z [---] followers, [--] engagements


"@TaviCosta I have been kind of pondering emergining/ frontier markets but it's pretty out of my wheel house. Which two or three do you like best"  
[X Link](https://x.com/SubtleInduction/status/1938656196703261103)  2025-06-27T17:50Z [---] followers, [---] engagements


"@compound248 Search Martine Rothblatt (United Therapeutics) and look at what she is trying to do / has done"  
[X Link](https://x.com/SubtleInduction/status/1939407499553337346)  2025-06-29T19:35Z [---] followers, [---] engagements


"@zephyr_z9 Put it in context. They have a 280B existing asset base. So this increases their current asset Base by 10% or put another way it's also about 50% of their trailing free cash flow"  
[X Link](https://x.com/West939393/status/1939438280644477370)  2025-06-29T21:38Z [---] followers, [--] engagements


"@zephyr_z9 Misleading to call their balance sheet "huge" when you consider how much money they are making against it (which is how you have to look at it)"  
[X Link](https://x.com/West939393/status/1939438535385440709)  2025-06-29T21:39Z [---] followers, [--] engagements


"@David_Tracey I don't thik a meltdown this year. Agree on the 10% q3 correction then the fed stuff feels like a catalyst for an inflationary melt up after. Melt down sometime later in '26 maybe"  
[X Link](https://x.com/West939393/status/1939832556477980676)  2025-06-30T23:44Z [---] followers, [--] engagements


"@AaronDRockwell @market_sleuth I guess it will depend on why they cut rates. Hard to see TLT going up if the perception is that they're cutting rates due to pressure from Trump. If it's due to recessionary pressures then yes"  
[X Link](https://x.com/West939393/status/1939906299913019432)  2025-07-01T04:37Z [---] followers, [--] engagements


"@WatcherGuru Wow breaking news a cult leader preaching some nonsensical bullshit"  
[X Link](https://x.com/West939393/status/1940571265733124168)  2025-07-03T00:40Z [---] followers, [--] engagements


"@HgcMatt @RealJimChanos If you mean true hyperinflation like Weimar Germany or zimbabwe that's extremely unlikely to happen in the US (just look at what led to those currency collapses). But even if it did it's a huge leap to assume we would replace with Bitcoin. Again look at history"  
[X Link](https://x.com/West939393/status/1940962403409334348)  2025-07-04T02:34Z [---] followers, [--] engagements


"@graddhybpc I am not sure how you arrived at those numbers. I think actual inflation has been close to 5%. That's based on the underlying trend in a number of hard assets as well as insurance healthcare and education. In that case $50 in [----] is equivalent to about $186 today"  
[X Link](https://x.com/West939393/status/1941163694077202463)  2025-07-04T15:54Z [---] followers, [---] engagements


"@FusionptCapital He was on Bloomberg regurgitating the press release headlines on palantir. Wish they had asked him what he thought about their relative change in receivables vs deferred revenue"  
[X Link](https://x.com/West939393/status/1941209975092850701)  2025-07-04T18:58Z [---] followers, [--] engagements


"@wise_wiree @RealJimChanos Statistical significance is basically asking "what is the likelihood that this is random chance/noise" That doesn't really apply here. Imagine the driver was killed and Tesla gets sued and they tried to use as a defense "well it was just noise.""  
[X Link](https://x.com/West939393/status/1941561733379915780)  2025-07-05T18:16Z [---] followers, [--] engagements


"@HiddenMonopoly I would just point out that if you focus on the cash flow and balance sheet you're less likely to be fooled by earnings games. Even if you don't know the specific game you'll see the asset bloat and poor cash conversion"  
[X Link](https://x.com/West939393/status/1941596352603095141)  2025-07-05T20:33Z [---] followers, [---] engagements


"@thejobchick The problem with Intel is that this is a fundamentally challenged company layoffs say more about the company than they do about the macro. Might make a similar argument for Ford. Microsoft has been making a huge automation push I mean they're spending a ton on ai"  
[X Link](https://x.com/West939393/status/1941689558653079958)  2025-07-06T02:44Z [---] followers, [--] engagements


"@DadisFIRE @iluminatibot This list is such a bs. People aren't unable to afford homes from having too high expectations and owning expensive sports cars. All you need to do is look at the long-term trend of income versus home prices and any number of other real assets"  
[X Link](https://x.com/West939393/status/1941716386646241714)  2025-07-06T04:30Z [---] followers, [--] engagements


"US needs to start auctioning these off to balance the budget. Asteroid Psyche [--] has been found to contain gold reserves worth $700 quintillion. That's enough to make everyone on Earth billionaires. https://t.co/5NLLPNRqSD Asteroid Psyche [--] has been found to contain gold reserves worth $700 quintillion. That's enough to make everyone on Earth billionaires. https://t.co/5NLLPNRqSD"  
[X Link](https://x.com/West939393/status/1941720984228331916)  2025-07-06T04:48Z [---] followers, [--] engagements


"@NZSIMONMID @DonDurrett You mean like this"  
[X Link](https://x.com/West939393/status/1941732981288337464)  2025-07-06T05:36Z [---] followers, [--] engagements


"@Mayhem4Markets Now adjust for inflation"  
[X Link](https://x.com/West939393/status/1942103832663876011)  2025-07-07T06:10Z [---] followers, [---] engagements


"@robin_j_brooks Why are you looking at since [----] Are people talking about going back to [----] and investing"  
[X Link](https://x.com/West939393/status/1942793334587838893)  2025-07-09T03:50Z [---] followers, [--] engagements


"@DivesTech @grok has Dan Ives et al ever correctly anticipated such an acquisition before"  
[X Link](https://x.com/West939393/status/1942987240818561245)  2025-07-09T16:40Z [---] followers, [--] engagements


"@DivesTech @grok has Dan Ives ever correctly called any major inflections or does he just ride the bandwagon of what's popular"  
[X Link](https://x.com/West939393/status/1942987704456876126)  2025-07-09T16:42Z [---] followers, [--] engagements


"@VladTheInflator How does this prove that 401k don't work"  
[X Link](https://x.com/West939393/status/1943005673614381521)  2025-07-09T17:53Z [---] followers, [--] engagements


"@DavidLe76335983 If paper gold fails your physical gold won't be worth s*** either. You'll wish you'd been stocking up on useful things like ammo"  
[X Link](https://x.com/West939393/status/1943016764067189023)  2025-07-09T18:37Z [---] followers, [--] engagements


"@BluthCapital Nobody cares though. If people were treating it like an auto stock this would be at [--] bucks"  
[X Link](https://x.com/West939393/status/1943137971093332467)  2025-07-10T02:39Z [---] followers, [---] engagements


"@yourfavorito @darioperkins Already loaded up on euros and precious metals"  
[X Link](https://x.com/West939393/status/1943345384438534262)  2025-07-10T16:23Z [---] followers, [--] engagements


"@librab103 @BluthCapital It's [----] something with a multitrillion $ mc can be a meme now 🤣"  
[X Link](https://x.com/SubtleInduction/status/1943421033266266113)  2025-07-10T21:24Z [---] followers, [--] engagements


"@JohnHuber72 UTHR. Ev/fcf = [--]. 50% return on operating assets Double digit sales growth. Legendary founder ceo"  
[X Link](https://x.com/West939393/status/1943867761475883192)  2025-07-12T02:59Z [---] followers, [---] engagements


"@Lisa00007369 @DavidBCollum Does current pres understand basic economics"  
[X Link](https://x.com/West939393/status/1943884264485138737)  2025-07-12T04:04Z [---] followers, [--] engagements


"@NorthmanTrader You're grossly oversimplifying a complex issue. Plenty of studies on this topic. Weight loss recidivism rate is depressingly high over the long term (95%). It's a real medical problem and you're fighting your physiology (and brain is part of physiology). https://pmc.ncbi.nlm.nih.gov/articles/PMC3914266/ https://pmc.ncbi.nlm.nih.gov/articles/PMC3914266/"  
[X Link](https://x.com/West939393/status/1944138817692479723)  2025-07-12T20:56Z [---] followers, [--] engagements


"@Engineerhz @TrendSpider It is by definition. Huge cash flows ridiculously high roic cash- rich balance sheet"  
[X Link](https://x.com/West939393/status/1944228604898161137)  2025-07-13T02:53Z [---] followers, [--] engagements


"@menlobear It seems like Elon musk's salesmanship has gotten to you. What do his companies do that isn't currently being done better by someone else SpaceX seems to be it. And how mad would you be if you were an Xai investor and you just got diluted with this stupid acquisition of x"  
[X Link](https://x.com/West939393/status/1945149533257642410)  2025-07-15T15:52Z [---] followers, [--] engagements


"@magattew Kind of a stupid and Cherry picked comparison. Singapore is an outlier. Of course you could ask why was Africa colonized. Read guns germs and steel"  
[X Link](https://x.com/West939393/status/1945153234458329290)  2025-07-15T16:07Z [---] followers, [--] engagements


"SPX relative to M2 and Divisia M4 (meant to be a more comprehensive measure of US liquidity). More info about that measure here which is also where I got the monthly data to chart the ratio: The BBands shown use a [---] Month EMA and [---] SD https://centerforfinancialstability.org/amfm_data.php https://centerforfinancialstability.org/amfm_data.php"  
[X Link](https://x.com/West939393/status/1945184350456438842)  2025-07-15T18:11Z [---] followers, [--] engagements


"@CapitalMktGuy I worked at a Toyota dealership for [--] years. The new trucks they're making are absolute garbage. So this makes sense"  
[X Link](https://x.com/West939393/status/1945196356764885393)  2025-07-15T18:58Z [---] followers, [--] engagements


"@Hiroki13131 @yieldsearcher It's a joke. But as I said they just need any excuse and then let it get tied up in court"  
[X Link](https://x.com/West939393/status/1945515481093546337)  2025-07-16T16:06Z [---] followers, [--] engagements


"@menlobear It's cute but I don't think it matters. Are you going to carry around gold coins now to pay for your stuff No you're going to use your credit card to get the benefits then maybe sell a little gold at the end if the month to pay it off (assuming you save in gold)"  
[X Link](https://x.com/West939393/status/1945592583255986534)  2025-07-16T21:13Z [---] followers, [--] engagements


"If Trump wants to fire Powell then the legality is largely inconsequential. He has the ability to do it and then let Powell fight it in court where it becomes another sideshow. Whether he fires him or whether he waits for his term to expire the end result is the same"  
[X Link](https://x.com/West939393/status/1945711537618067796)  2025-07-17T05:05Z [---] followers, [--] engagements


"The best case scenario for those of us who value an independent Fed may be one in which Trump fires Powell and the court then rules in Powells favor reaffirming the Feds independence"  
[X Link](https://x.com/West939393/status/1945711538926719226)  2025-07-17T05:05Z [---] followers, [--] engagements


"The other outcomes are either ambiguous or a clear win for Trump both of which would be more damaging to the Feds credibility"  
[X Link](https://x.com/West939393/status/1945711540029784530)  2025-07-17T05:05Z [---] followers, [--] engagements


"@i3_invest You realize you're just asking it "what do people on x/reddit/etc think is safe""  
[X Link](https://x.com/West939393/status/1945906621684892038)  2025-07-17T18:01Z [---] followers, [---] engagements


"@BeltwayTides @badcharts1 @Boratstylish Recessions are a consequence of human behavior. So long as we live in a world where humans have to make investment decisions or even where computers make investment decisions that involve extrapolating recent history we will always have recessions"  
[X Link](https://x.com/SubtleInduction/status/1946427869112193486)  2025-07-19T04:32Z [---] followers, [--] engagements


"@invisible_hand2 @BradHuston @FirstSquawk [----] people costs them [--] billion"  
[X Link](https://x.com/SubtleInduction/status/1946595708989235428)  2025-07-19T15:39Z [---] followers, [--] engagements


"@hoomansv I think the problem with using the Buffett indicator like this is anchoring to a static level like 100% or 200% or whatever. There are fundamental reasons for the long term upward trend so deviation from trend would be more insightful"  
[X Link](https://x.com/SubtleInduction/status/1946610189417001201)  2025-07-19T16:36Z [---] followers, [---] engagements


"@ExpatDave34 @FusionptCapital I have been thinking about this same thing. The long frustrating corrections are necessary for real sentiment reset. The fast drop and recovery encourages more risk-taking bc people learn that you just buy the dip and get instant reward"  
[X Link](https://x.com/SubtleInduction/status/1946641484004155533)  2025-07-19T18:41Z [---] followers, [--] engagements


"@sama ChatGPT constantly makes me want to punch it in the face with even straightforward tasks"  
[X Link](https://x.com/SubtleInduction/status/1946964826217140232)  2025-07-20T16:06Z [---] followers, [--] engagements


"@SperanzaKeller @DarioCpx Is there a line in their financial statements that you can reference to support this"  
[X Link](https://x.com/SubtleInduction/status/1946974103782732147)  2025-07-20T16:42Z [---] followers, [--] engagements


"@DurableCreators Vertex Pharmaceuticals. Monopoly in cystic fibrosis"  
[X Link](https://x.com/SubtleInduction/status/1946978091802440005)  2025-07-20T16:58Z [---] followers, [---] engagements


"@FusionptCapital Do you think that SPX/M2 or similar ratio is a useful measure of long term cycle/ overall positioning"  
[X Link](https://x.com/SubtleInduction/status/1947382056620855397)  2025-07-21T19:43Z [---] followers, [---] engagements


"@FusionptCapital Yeah it's also basically the same chart as equities as a percent of household financial assets or market cap/GDP. I've also been looking at the '82 bottom since that was where we bottomed in real terms and overlaying that fractal we are literally neck-in-neck"  
[X Link](https://x.com/SubtleInduction/status/1947389286200074632)  2025-07-21T20:12Z [---] followers, [--] engagements


"@stone_maison_ @blondesnmoney 380"  
[X Link](https://x.com/SubtleInduction/status/1947429254209409189)  2025-07-21T22:51Z [---] followers, [--] engagements


"@charliebilello On the one hand I'm kind of cringing at someone who wants to be taken seriously posting this chatGPT generated shit on the other hand the last line is hilarious 😂"  
[X Link](https://x.com/SubtleInduction/status/1947507790773367163)  2025-07-22T04:03Z [---] followers, [--] engagements


"@qcapital2020 I'm pretty heavy in the healthcare sector but I've stayed away from any health insurer or pbm because I think they're leeches. No value added. Plus they have capped profits. It just seems like an inherently bad business model"  
[X Link](https://x.com/SubtleInduction/status/1947514472857538709)  2025-07-22T04:30Z [---] followers, [---] engagements


"@VictoriaViorela @i3_invest Is it predictive or is it just coincident Of course if QQQ rolls over then RSP/spy will bounce"  
[X Link](https://x.com/SubtleInduction/status/1947692853603537283)  2025-07-22T16:18Z [---] followers, [--] engagements


"Just to do some lazy back of the envelope math "normal" (non- crisis) sp500 trailing PE is around [--] to [--] x. And long term EPS growth has been 7% which is extremely durable. If you simply assume a reversion to the mean we'd be looking at [--] years of flat real returns. Can I post something without everyone getting mad "To put the current valuation extreme in perspective the chart below shows our estimate of 12-year S&P [---] total returns over-and-above Treasury yields. This is the most reliable estimate of the equity risk premium that we https://t.co/tGDf0DPRQD Can I post something without"  
[X Link](https://x.com/SubtleInduction/status/1947717142155301179)  2025-07-22T17:55Z [---] followers, [---] engagements


"@VictoriaViorela @i3_invest I don't think that big names driving the rally is necessarily unsustainable. A lot of those big companies are just structurally superior to the average stock and RSP"  
[X Link](https://x.com/SubtleInduction/status/1947725526975799471)  2025-07-22T18:28Z [---] followers, [--] engagements


"@samar9 @NorthstarCharts Long-term dollar declines coincide with secular bear markets for us equities"  
[X Link](https://x.com/SubtleInduction/status/1948023177881452968)  2025-07-23T14:11Z [---] followers, [--] engagements


"@robin_j_brooks Wouldn't it make more sense to show flows as a percent of federal debt or even simply adjusted for inflation If roaring back why dollar and yields trending wrong direction"  
[X Link](https://x.com/SubtleInduction/status/1948081805569175554)  2025-07-23T18:04Z [---] followers, [--] engagements


"@MichaelAArouet How is it lost if no change in real wages That is a good thing. Look at us real wages decimated"  
[X Link](https://x.com/SubtleInduction/status/1948101008284070228)  2025-07-23T19:20Z [---] followers, [--] engagements


"@darioperkins I think that the US will need to have its "Argentina moment" to finally get out budget under control but we are nowhere near the pain point for that yet"  
[X Link](https://x.com/SubtleInduction/status/1948130506320855078)  2025-07-23T21:18Z [---] followers, [---] engagements


"@F_Compounders @Invesquotes What that's not even true. If you do a DCF the majority of value comes from the terminal value"  
[X Link](https://x.com/SubtleInduction/status/1948400411183812923)  2025-07-24T15:10Z [---] followers, [--] engagements


"@Invesquotes @F_Compounders Well then most people are stupid 😂"  
[X Link](https://x.com/SubtleInduction/status/1948401705386746319)  2025-07-24T15:15Z [---] followers, [--] engagements


"@FusionptCapital I think we have a huge commodity cycle incoming. Is it messed up to secretly hope the fire powell cut rates and eviscerate the dollar so my levered ling inflation portf soars and value of mtg is decimated"  
[X Link](https://x.com/SubtleInduction/status/1948522846025863365)  2025-07-24T23:17Z [---] followers, [---] engagements


"@jackvlloyd Not necessarily. What value is a company like Robin Hood creating United health Some companies create massive value others are extractive"  
[X Link](https://x.com/SubtleInduction/status/1948759516440658263)  2025-07-25T14:57Z [---] followers, [--] engagements


"@i3_invest Probably not because admin wants to inflate the f*** out of everything. So the denominator will get rekt"  
[X Link](https://x.com/SubtleInduction/status/1948763945315303611)  2025-07-25T15:15Z [---] followers, [--] engagements


"@iThinkHarder @jackvlloyd The "average" cost to develop a drug is about 2B when you consider the cost of all the drugs that were abandoned. Plenty of companies spend 100s of mils or even billions and never get a single drug approved"  
[X Link](https://x.com/SubtleInduction/status/1948809475131150352)  2025-07-25T18:16Z [---] followers, [--] engagements


"@GodlessLib_CB @EconstratPB Has debasement grown total wealth or just redistributed and concentrated it If you real hold assets that revalue with inflation then you've gained wealth. If your main "asset" is your labor then you've seen huge purchasing power destruction"  
[X Link](https://x.com/SubtleInduction/status/1948861342141874625)  2025-07-25T21:42Z [---] followers, [--] engagements


"Fortunately it appears that nearly every one of your pm and equities calls resemble either the dartboard or hindsight bias methods"  
[X Link](https://x.com/SubtleInduction/status/1948874742238511542)  2025-07-25T22:35Z [---] followers, [--] engagements


"@BKCrownPlaneGuy @Geiger_Capital The guy who only managed to compound at 22% a year for [--] years Yeah clearly out of touch"  
[X Link](https://x.com/SubtleInduction/status/1949155934053482848)  2025-07-26T17:12Z [---] followers, [---] engagements


"@guyontheearth @Mayhem4Markets I clearly stated in my first comment *if the real rate is negative*. If you're paying 2.5% on your mtg and collecting 4.5% interest then paying earlier is a loss. You're essentially transferring value to the lender. That is finance 101"  
[X Link](https://x.com/SubtleInduction/status/1949250715282813143)  2025-07-26T23:29Z [---] followers, [--] engagements


"@stevehou0 [----] years of self-fulfilling vs [--] years though. BTC hasn't even been through a secular bear market yet"  
[X Link](https://x.com/SubtleInduction/status/1949267775027073528)  2025-07-27T00:37Z [---] followers, [--] engagements


"@knutsondre @HenrikZeberg Likely gold and commodities which is what historically happens in equity bear markets (1930s 1970s 2000s) Not Bitcoin that correlates with equities. But you are right that it should be a capital rotation not just people going to cash. That is more a st knee-jerk move"  
[X Link](https://x.com/SubtleInduction/status/1949493575559049567)  2025-07-27T15:34Z [---] followers, [--] engagements


"@DavidBCollum @TheChartmeister Your statement was not about correlation it was about adjusting for inflation. If m2 grows 6%/yr and inflation is 3% then that is a huge discrepancy over the 50-100 years shown. Grossly overstates degradation of buying power"  
[X Link](https://x.com/SubtleInduction/status/1949591473890214203)  2025-07-27T22:03Z [---] followers, [--] engagements


"@MattHamil1501 @HenrikZeberg The numerator and denominator are both in USD. When you have the same unit on the top and bottom of a fraction it cancels out 😉"  
[X Link](https://x.com/SubtleInduction/status/1949682080969015708)  2025-07-28T04:03Z [---] followers, [--] engagements


"@blbatled @MisterUppy For a lot of people yea sadly. Until there is some sort of wealth-redistribution 'event'"  
[X Link](https://x.com/SubtleInduction/status/1949705088013869063)  2025-07-28T05:34Z [---] followers, [--] engagements


"@Divergent7651 Pre tax return on tangible assets feels a lot like measuring from the butthole esp when you have a 30% tax rate. Still looks strong with more realistic measures. I get 33% for fy24. I struggle w/ businesses that rely on cons taste preference more than just op excellence though"  
[X Link](https://x.com/SubtleInduction/status/1949908854046937290)  2025-07-28T19:04Z [---] followers, [--] engagements


"@DutchInvestors @simonseverino They've never given explicit guidance afaik which I'm fine with given their business. I want them to prioritize profitability and good underwriting practices not chase growth. Prudent owner/operator mentality"  
[X Link](https://x.com/SubtleInduction/status/1949944180903473540)  2025-07-28T21:24Z [---] followers, [--] engagements


"@JerryCap Can you ask the bot why they have a stupid policy of rotating management"  
[X Link](https://x.com/SubtleInduction/status/1950295242357559807)  2025-07-29T20:39Z [---] followers, [---] engagements


"@yieldsearcher Accounting student"  
[X Link](https://x.com/SubtleInduction/status/1950359129425662453)  2025-07-30T00:53Z [---] followers, [--] engagements


"@TonyIsHere4You @yieldsearcher Isn't it a bit circular to inflation-adjust the commodity that is one of the biggest drivers of inflation"  
[X Link](https://x.com/SubtleInduction/status/1950611873948459461)  2025-07-30T17:38Z [---] followers, [--] engagements


"@chrisvirnig Sentiment is so washed out for the whole industry and I have not seen a single positive piece of sentiment for nvo 😂. Saw a Baron's article today titled "why you shouldn't buy nvo" (I didn't read it). "New" CEO has been there since 1992"  
[X Link](https://x.com/SubtleInduction/status/1950717140958593097)  2025-07-31T00:36Z [---] followers, [--] engagements


"@stevehou0 "this is my quant""  
[X Link](https://x.com/SubtleInduction/status/1950912015729316145)  2025-07-31T13:30Z [---] followers, [--] engagements


"@stevehou0 'This is my quant' 😂"  
[X Link](https://x.com/SubtleInduction/status/1951286049688392111)  2025-08-01T14:17Z [---] followers, [--] engagements


"@taobanker They should probably just become a fartcoin treasury co"  
[X Link](https://x.com/SubtleInduction/status/1951448957793771535)  2025-08-02T01:04Z [---] followers, [---] engagements


"@FischerKing64 Agree with all that except you're never going to convince people that lowering rates doesn't mean cheaper housing. Have you seen the things that MAGA supporters believe Can't teach them basic science let alone something more complex like how rates drive human behavior"  
[X Link](https://x.com/SubtleInduction/status/1951491975380869186)  2025-08-02T03:55Z [---] followers, [--] engagements


"@MrJackGroth @NorthstarCharts Why wouldn't he"  
[X Link](https://x.com/SubtleInduction/status/1951539166308868582)  2025-08-02T07:02Z [---] followers, [--] engagements


"Tom Lee and Mark Newton are mentally impaired. How many times did they call a bottom prematurely in March / april They will always find a reason to say why number will go up. So long as we're in a secular bull trend they will appear to be geniuses"  
[X Link](https://x.com/SubtleInduction/status/1951679961343115773)  2025-08-02T16:22Z [---] followers, [---] engagements


"By the way most of these shown here are not even bearish engulfing candles. Isn't Newton a cmt"  
[X Link](https://x.com/SubtleInduction/status/1951680119137034275)  2025-08-02T16:22Z [---] followers, [--] engagements


"@JaredKubin The Doge guys Has to be satire"  
[X Link](https://x.com/SubtleInduction/status/1951721815057039384)  2025-08-02T19:08Z [---] followers, [--] engagements


"@operationmilly @MonacoFreedom I think a lot of people who have only been investing post GFC have this mindset because the market has gone up in a pretty straight line so keeping money in low beta equities does not look risky compared to just holding cash"  
[X Link](https://x.com/SubtleInduction/status/1951730409970274473)  2025-08-02T19:42Z [---] followers, [--] engagements


"@operationmilly @MonacoFreedom Okay so you see my point"  
[X Link](https://x.com/SubtleInduction/status/1951735502153138306)  2025-08-02T20:02Z [---] followers, [--] engagements


"@cherrygarciafan That's correlation not causation. Rates try to compensate for expected inflation. Thus why the fed hikes in response to inflationary pressures"  
[X Link](https://x.com/SubtleInduction/status/1951980861186036200)  2025-08-03T12:17Z [---] followers, [--] engagements


"@cherrygarciafan Higher rates do not encourage bank lending. It's not even controversial. Where did you get this idea (and please don't just say rate/ inflation correlation)"  
[X Link](https://x.com/SubtleInduction/status/1951984811913990345)  2025-08-03T12:33Z [---] followers, [--] engagements


"@AndyRenfrew @barryknapp Would not trust Palantir for one second to report honest numbers"  
[X Link](https://x.com/SubtleInduction/status/1951995760691597607)  2025-08-03T13:17Z [---] followers, [--] engagements


"@JJS36038159 @robin_j_brooks How can you say it's statistically improbable when you can clearly see on the charts he is showing where the two data sets perfectly aligned previously 😂"  
[X Link](https://x.com/SubtleInduction/status/1951997267990532157)  2025-08-03T13:23Z [---] followers, [--] engagements


"@robin_j_brooks Are we looking at the same chart looks like they frequently align based on what you're showing"  
[X Link](https://x.com/SubtleInduction/status/1951997786007957701)  2025-08-03T13:25Z [---] followers, [---] engagements


"@NotesontheNoise @brent_e_trader Also m2 growth since '09 has been 6% annualized not 8-10%"  
[X Link](https://x.com/SubtleInduction/status/1952181923633332401)  2025-08-04T01:36Z [---] followers, [--] engagements


"@i3_invest Even in DXY it hasn't recovered"  
[X Link](https://x.com/SubtleInduction/status/1952462263027376234)  2025-08-04T20:10Z [---] followers, [---] engagements


"@Perez_Invest @ZaStocks Nvidia was founded decades after AMD. So AMD is basically the lifelong fuckup failure who somehow still exists because people keep giving him one more chance. While Nvidia is like The Golden child who somehow just manages to get everything right"  
[X Link](https://x.com/SubtleInduction/status/1952920626840387615)  2025-08-06T02:32Z [---] followers, [--] engagements


"@The_RockTrading Nvidia does not do the same thing what the heck are you talking about AMD has never been a consistently profitable company"  
[X Link](https://x.com/SubtleInduction/status/1953084765986537809)  2025-08-06T13:24Z [---] followers, [--] engagements


"@edge_of_power @The_RockTrading Yeah I don't think you understood the point they were making. Nobody cares about how much cash is on their balance sheet they're discussing cash flow and changes in working capital"  
[X Link](https://x.com/SubtleInduction/status/1953084998937944207)  2025-08-06T13:25Z [---] followers, [--] engagements


"@TylerHardt Yes"  
[X Link](https://x.com/SubtleInduction/status/1953121802320003174)  2025-08-06T15:51Z [---] followers, [---] engagements


"@LenPenzo @LukeGromen I agree with your last two sentences. Math aside people don't work for gold nobody says "I need x amount of gold per month to survive". Therefore not a useful measure of inflation"  
[X Link](https://x.com/SubtleInduction/status/1953188997683118581)  2025-08-06T20:18Z [---] followers, [---] engagements


"@sidprabhu No since they reduce the balance sheet"  
[X Link](https://x.com/SubtleInduction/status/1953261136364945562)  2025-08-07T01:05Z [---] followers, [--] engagements


"@A_May_MD It underperformed oral sema as well as NVO's oral amycretin and VK2735. May be an overreaction as ppl looking for reasons to sell pharma still. But stock was also v rich despite recent drawdown. Also LLY's cash flow is dick idg how they're so horrible"  
[X Link](https://x.com/SubtleInduction/status/1953623439224582229)  2025-08-08T01:04Z [---] followers, [---] engagements


"@FusionptCapital Replace " LLY" with "PLTR " and the accounting stuff with "anything""  
[X Link](https://x.com/SubtleInduction/status/1953914932703232503)  2025-08-08T20:23Z [---] followers, [--] engagements


"@tbones2013 @Dioclet54046121 Please explain the common sense. They can say that gold is worth any amount they want the only way I see that benefiting gold and silver is in the same way it benefits any hard asset by reducing the value of currency if they print against the new carrying value"  
[X Link](https://x.com/SubtleInduction/status/1954578889042256094)  2025-08-10T16:21Z [---] followers, [--] engagements


"@buccocapital And many of the "profitable" ones just realized you can pile cash via sbc and invest it to juice net income. Or pull forward revenue recognition on advanced billings. Or play tax games. or"  
[X Link](https://x.com/SubtleInduction/status/1954589253977153828)  2025-08-10T17:02Z [---] followers, [---] engagements


"@tbones2013 @Dioclet54046121 If gold is $3500/oz why would gov declare that it's actually [----] and start buying it there How does that benefit them Point is unlock liquidity. Buying at higher price would do the opposite. I think you're not understanding that the entire exercise is about accounting gains"  
[X Link](https://x.com/SubtleInduction/status/1954604350833393978)  2025-08-10T18:02Z [---] followers, [--] engagements


"@mcuban @grok why are the vast majority of people so retarded in not understanding buybacks"  
[X Link](https://x.com/SubtleInduction/status/1955403320841146633)  2025-08-12T22:57Z [---] followers, [--] engagements


"@LanceRoberts @ISABELNET_SA How are you a financial advisor and believe that buybacks are what make the market go up smh"  
[X Link](https://x.com/SubtleInduction/status/1955617760018661438)  2025-08-13T13:09Z [---] followers, [---] engagements


"@RealStockCats What if: no September cut market drop Powell gets fired (legality is a cute argument) then they cut but no credibility huge sell off in bonds and equities precious metals soar"  
[X Link](https://x.com/SubtleInduction/status/1956001238085951669)  2025-08-14T14:33Z [---] followers, [--] engagements


"@TFMetals Still waiting for someone to give a cogent explanation of why gold revaluation helps gold price beyond the extent that any sort of debasement (which this obviously is) helps. They can revalue it however they want on paper. Buying and selling is what moves the price"  
[X Link](https://x.com/SubtleInduction/status/1956397577378975834)  2025-08-15T16:48Z [---] followers, [---] engagements


"@ha__1972 @TFMetals They revalue it from 42/oz to some arbitrary price (say 3300). The difference in accounting value is like 860B. Debit assets 860B credit equity 860B. Print the difference. Technically "budget-neutral" because they did not have to "raise" new money or allocate from elsewhere"  
[X Link](https://x.com/SubtleInduction/status/1956398935947506020)  2025-08-15T16:53Z [---] followers, [--] engagements


"@GrasslandFund Price to book has to be the worst possible metric for this. You're talking about how much the balance sheet says the tables and chairs are worth"  
[X Link](https://x.com/SubtleInduction/status/1956406070475125235)  2025-08-15T17:22Z [---] followers, [---] engagements


"@_Goldilux_ @TFMetals Also hang on we are talking about a reevaluation of balance sheet assets. Not a floor price (again that would require a committed buyer at that level)"  
[X Link](https://x.com/SubtleInduction/status/1956416384683929994)  2025-08-15T18:03Z [---] followers, [--] engagements


"@_Goldilux_ @TFMetals Again think about the purpose of the revaluation. It's to create accounting gains so they can print cash to buy bitcoin. It's not to set a floor on the market price. Setting a floor on the market price is a cash outflow. That's the opposite of what they're trying to achieve"  
[X Link](https://x.com/SubtleInduction/status/1956424594296127499)  2025-08-15T18:35Z [---] followers, [--] engagements


"@Doc2Gun [--] Honda accord never washed in the [--] years I've owned it some scratches from previous owner (grandpa). 50-55mph"  
[X Link](https://x.com/SubtleInduction/status/1956486958164918661)  2025-08-15T22:43Z [---] followers, [--] engagements


"@grok @JulianKlymochko @grok what's the relationship between book and earnings"  
[X Link](https://x.com/SubtleInduction/status/1956812395558638049)  2025-08-16T20:16Z [---] followers, [--] engagements


"@grok @JulianKlymochko @grok when earnings are equal is it better to have a higher or lower book value"  
[X Link](https://x.com/SubtleInduction/status/1956812957368922359)  2025-08-16T20:18Z [---] followers, [--] engagements


"@grok @JulianKlymochko @grok raising debt does not decrease book value"  
[X Link](https://x.com/SubtleInduction/status/1956813309438800359)  2025-08-16T20:20Z [---] followers, [--] engagements


"As bearish as I am on the index and general risk-on sentiment I still acknowledge that some things are in fact "different this time" (as is case with every cycle). As I said if there is a secular bear I think QQQ would be a better place to be vs SPX due to higher growth&qual"  
[X Link](https://x.com/SubtleInduction/status/1957109239585050670)  2025-08-17T15:56Z [---] followers, [--] engagements


"@StealthQE4 If it's legal then by definition not criminal. Ethical Have to consider whether they're being predatory or just fulfilling a market need. Alternative is those people just don't get access to credit. You're not *supposed* to carry an interest bearing cc bal it's not a home loan"  
[X Link](https://x.com/SubtleInduction/status/1957131562186641603)  2025-08-17T17:25Z [---] followers, [--] engagements


"@lfg_cap @grok As much as I agree that using price to book for the index is retarded it's stretched on just about any objective metric you care to use"  
[X Link](https://x.com/SubtleInduction/status/1957291291525660680)  2025-08-18T03:59Z [---] followers, [--] engagements


"@lfg_cap @grok And by objective I mean backwards looking with sufficient history to compare to previous cycles"  
[X Link](https://x.com/SubtleInduction/status/1957291409326907584)  2025-08-18T04:00Z [---] followers, [--] engagements


"@DeItaone @grok translate to english"  
[X Link](https://x.com/SubtleInduction/status/1957866804744966632)  2025-08-19T18:06Z [---] followers, [--] engagements


"@help_cookies @Hollypure22 @james_tackett1 @DeItaone Maybe not so likely US gov have stated they would destroy TSM advanced facilities before allowing them to be taken by china. Also those facilities are reliant on outside like software updates from asml. So it's not simply a matter of physically taking the facilities"  
[X Link](https://x.com/SubtleInduction/status/1957872557648146899)  2025-08-19T18:29Z [---] followers, [--] engagements


"@HatedMoats I think everyone and their mom had heard of ASML"  
[X Link](https://x.com/SubtleInduction/status/1957916202430541944)  2025-08-19T21:22Z [---] followers, [---] engagements


"@help_cookies @Hollypure22 @james_tackett1 @DeItaone If the US needs intel then we're fucked. That's why we need to get TSM to continue investing and building over here"  
[X Link](https://x.com/SubtleInduction/status/1957999943295332804)  2025-08-20T02:55Z [---] followers, [--] engagements


"@DaveHcontrarian @JohnDoss1 Are tariffs taxes"  
[X Link](https://x.com/SubtleInduction/status/1958228497396273589)  2025-08-20T18:03Z [---] followers, [---] engagements


"@ContrarianCurse Would be more helpful if they plotted a time series vs snap shot"  
[X Link](https://x.com/SubtleInduction/status/1958321401376678011)  2025-08-21T00:13Z [---] followers, [--] engagements


"@badcharts1 One thing I would point out about this precious metals bull market vs the 70s or 2000s during the previous cycles you had soaring oil prices and gold prices. Now we have strong gold prices but historically cheap oil prices. Should benefit miners more"  
[X Link](https://x.com/SubtleInduction/status/1958549570448933350)  2025-08-21T15:19Z [---] followers, [---] engagements


"@atelicinvest I ask these Q's and look at FCF yield margins ROIC revenue growth price chart"  
[X Link](https://x.com/SubtleInduction/status/1959370381287887247)  2025-08-23T21:41Z [---] followers, [--] engagements


"ChatGPT loves to do things like this. Telling me about body comp changes from $LLY bimagrumab. Math doesn't seem to make sense (Says -20% fat mass +4% lean mass total mass unch). Question it. "Do you want me to make up a bullshit explanation about what happened""  
[X Link](https://x.com/SubtleInduction/status/1959374823597236387)  2025-08-23T21:58Z [---] followers, [--] engagements


"@MenthorQpro I'm trying to imagine what person simultaneously A) understands the way these formulas are presented and B) needs a "cheat sheet" to calculate dividend yield"  
[X Link](https://x.com/SubtleInduction/status/1959651291220860937)  2025-08-24T16:17Z [---] followers, [---] engagements


"Here's a weird ratio. Miners adjusted for oil:gold. Theory is when oil is expensive assuming no change in the price of gold then miners should be discounted. Current gold bull market is different from the '00s and '70s as oil has remained historically cheap. $gdx"  
[X Link](https://x.com/SubtleInduction/status/1960335948279140375)  2025-08-26T13:38Z [---] followers, [---] engagements


"@RNAiAnalyst I like Regeneron simply because it's currently so hated and there is no clean narrative for it"  
[X Link](https://x.com/SubtleInduction/status/1960341394318569557)  2025-08-26T13:59Z [---] followers, [---] engagements


"@TheDailyGold Kind of an aside but tail hedging could also be more efficient so you get paid if there's such a crash and in the meantime you can just buy your gold or silver or whatever and participate in that bull market knowing you have a contingency"  
[X Link](https://x.com/SubtleInduction/status/1960463754124255613)  2025-08-26T22:05Z [---] followers, [---] engagements


"@yieldsearcher Imo middle Americans (however many are remaining) are going to get absolutely destroyed by a rate cut. The ones who benefit from capital appreciation and interest income are going to benefit the most from rate cuts"  
[X Link](https://x.com/SubtleInduction/status/1960721508873191935)  2025-08-27T15:10Z [---] followers, [--] engagements


"@QualityInvest5 Because those are all transient data not intrinsic features of the companies"  
[X Link](https://x.com/SubtleInduction/status/1960744843136917912)  2025-08-27T16:42Z [---] followers, [---] engagements


"@yieldsearcher What capex or growth assets do they need to spend on They're putting up 100% return on Capital. It's an IP company. And they don't even need to spend that much on R&D. Very little reinvestment required. Major reason why it's such a good company"  
[X Link](https://x.com/SubtleInduction/status/1960826369539235991)  2025-08-27T22:06Z [---] followers, [---] engagements


"@yieldsearcher What capex or growth assets do they need to spend on They're putting up nearly 100% return on Capital. It's an IP company. And they don't even need to spend that much on R&D. Very little reinvestment required. Major reason why it's such a good company"  
[X Link](https://x.com/SubtleInduction/status/1960827477259116560)  2025-08-27T22:11Z [---] followers, [---] engagements


"@JunDo1050 @yieldsearcher I did not say that Nvidia was undervalued. Obviously their growth is decelerating right now. It's a cyclical business. But they've had very little reinvestment the whole way up so pointing to little reinvestment right now doesn't really mean anything. It's not a new data point"  
[X Link](https://x.com/SubtleInduction/status/1960831544492482959)  2025-08-27T22:27Z [---] followers, [--] engagements


"@JunDo1050 @yieldsearcher Disagree about the dividends as it's common among growth companies to pay out token dividends (they didn't raise div for a decade) and use buybacks as main capital return lever. Due to the flexibility (can't cut div once raised bc terrible optics)"  
[X Link](https://x.com/SubtleInduction/status/1960846510893228124)  2025-08-27T23:26Z [---] followers, [--] engagements


"@RentYourStocks @JohnDoss1 @IraklisP2k I think he is referring to the company's return on capital not stock price ROI"  
[X Link](https://x.com/SubtleInduction/status/1960849485745283152)  2025-08-27T23:38Z [---] followers, [--] engagements


"@philoinvestor @it_is_Randy @DentAlex33 @calvinfroedge What about his statement was incorrect"  
[X Link](https://x.com/SubtleInduction/status/1961081319460598155)  2025-08-28T14:59Z [---] followers, [--] engagements


"@philoinvestor @it_is_Randy @DentAlex33 @calvinfroedge Really vague. Are you saying they should buy back when they believe it's undervalued You can argue if the stock is overvalued but the guy you were responding to was objectively correct. Making money creates value when roic coc. Repurchases return that money to its owners"  
[X Link](https://x.com/SubtleInduction/status/1961095515980120308)  2025-08-28T15:56Z [---] followers, [--] engagements


"@it_is_Randy @philoinvestor @DentAlex33 @calvinfroedge Nvidia bears just looking for any reason to bash them"  
[X Link](https://x.com/SubtleInduction/status/1961096663801659493)  2025-08-28T16:00Z [---] followers, [--] engagements


"Imagine a stupidly profitable company returning some of those profits to its owners. What a fucking scam. They should hold that cash on the balance sheet to juice that interest income. Then issue ungodly amounts of SBC to increase cash even more. Take a page out of $PLTR's book"  
[X Link](https://x.com/SubtleInduction/status/1961097255601201323)  2025-08-28T16:03Z [---] followers, [--] engagements


"@jimcramer Didn't this guy call it a loser right at the [----] bottom @grok"  
[X Link](https://x.com/SubtleInduction/status/1961102875381346359)  2025-08-28T16:25Z [---] followers, [--] engagements


"@RentYourStocks @teachemstoic What about my point NASDAQ trading at [--] times earnings versus less than half that today"  
[X Link](https://x.com/SubtleInduction/status/1961126160202600672)  2025-08-28T17:58Z [---] followers, [--] engagements


"@Braczyy @fundstrat It's relevant and I look at this too on the other hand look at some other measures like SPX/m2 it shows we are more in a [----] or 1998-99 analog. I think that changes in technology make the strict time-based comparisons challenging. 1/2"  
[X Link](https://x.com/SubtleInduction/status/1961127723818258761)  2025-08-28T18:04Z [---] followers, [---] engagements


"@Braczyy @fundstrat Also consider that the 30s and 70s nominal returns are extremely distorted by inflation / deflation. Try comparing real returns the bottom was in [----]. Which again puts us in almost a perfect analog to [----] today"  
[X Link](https://x.com/SubtleInduction/status/1961127998083711088)  2025-08-28T18:05Z [---] followers, [--] engagements


"@PlanD_Real @DeItaone @WClementeIII That is totally backwards logic. What evidence can you point to that raising rates causes cost-push inflation"  
[X Link](https://x.com/SubtleInduction/status/1961445071934329325)  2025-08-29T15:05Z [---] followers, [--] engagements


"@BlueHorse88 Did you call it yesterday"  
[X Link](https://x.com/SubtleInduction/status/1961457823130554800)  2025-08-29T15:56Z [---] followers, [--] engagements


""Historically when precious metals and miners are hitting decade-plus highs at the same time as the Buffet ratio is exceeding 210% that's the best time to go long risk assets."- Tom Lee Ives [----] $spy $qqq"  
[X Link](https://x.com/SubtleInduction/status/1961502020382462423)  2025-08-29T18:51Z [---] followers, [--] engagements


"You are not bullish enough precious metals. Vance on undermining the Federal Reserve: "I don't think we allow bureaucrats to make decisions about monetary policy and interest rates without any input from the people that were elected to serve the American people.POTUS is much better able to make these determinations." https://t.co/Na1801vizU Vance on undermining the Federal Reserve: "I don't think we allow bureaucrats to make decisions about monetary policy and interest rates without any input from the people that were elected to serve the American people.POTUS is much better able to make"  
[X Link](https://x.com/SubtleInduction/status/1961517056396071295)  2025-08-29T19:51Z [---] followers, [--] engagements


"@grok @Byronn4561 @Ross__Hendricks @matt59606024 If they recognize sales then that goes on the equity side of the balance sheet. So where is it entered on the asset side"  
[X Link](https://x.com/SubtleInduction/status/1961520241869291632)  2025-08-29T20:04Z [---] followers, [--] engagements


"@grok @Byronn4561 @Ross__Hendricks @matt59606024 So which one is it in this case"  
[X Link](https://x.com/SubtleInduction/status/1961520844225839510)  2025-08-29T20:06Z [---] followers, [--] engagements


"@grok @Byronn4561 @Ross__Hendricks @matt59606024 Their operating cash flow as a percent of net income exceeds 100% and cash sales as a percent of sales is about 98%. Hard to make the case that they are playing games with revenue recognition"  
[X Link](https://x.com/SubtleInduction/status/1961522793281196033)  2025-08-29T20:14Z [---] followers, [--] engagements


"@Ross__Hendricks Their cash collections are roughly 98% of recognized revenue and ocf exceeds their net income . If this was a problem of low quality sales then we shouldn't be seeing a balance sheet issue somewhere. So where is it"  
[X Link](https://x.com/SubtleInduction/status/1961523691155837309)  2025-08-29T20:17Z [---] followers, [--] engagements


"@goldseek I think we will need equities to really roll over for a long-term top in order to see these metals go parabolic"  
[X Link](https://x.com/SubtleInduction/status/1961541754798354714)  2025-08-29T21:29Z [---] followers, [---] engagements


"@BoringBiz_ Besides think about incentives: A) it's true and she has 100M+ nw. Not much incentive to continue OF biz B) it's untrue and she's incentivzed to do publicity stunts like this to increase her subscriber count. If I have [---] m I'm nt wasting time sharing blurry shots for clout"  
[X Link](https://x.com/SubtleInduction/status/1961569280572457239)  2025-08-29T23:18Z [---] followers, [--] engagements

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