# ![@TheStalwart Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14096763.png) @TheStalwart Joe Weisenthal

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

### Engagements: [-------] [#](/creator/twitter::14096763/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:interactions.svg)

- [--] Week [---------] -40%
- [--] Month [----------] +130%
- [--] Months [-----------] -18%
- [--] Year [-----------] +95%

### Mentions: [---] [#](/creator/twitter::14096763/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:posts_active.svg)

- [--] Week [---] -22%
- [--] Month [-----] +146%
- [--] Months [-----] +78%
- [--] Year [-----] +63%

### Followers: [---------] [#](/creator/twitter::14096763/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:followers.svg)

- [--] Week [-------] +0.25%
- [--] Month [-------] +1.20%
- [--] Months [-------] +3.40%
- [--] Year [-------] +15%

### CreatorRank: [------] [#](/creator/twitter::14096763/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #3462 [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies)  [celebrities](/list/celebrities) 

**Social topic influence**
[inflation](/topic/inflation) #122, [bitcoin](/topic/bitcoin) #4957, [china](/topic/china), [money](/topic/money), [stocks](/topic/stocks) #416, [fed](/topic/fed) #409, [tariffs](/topic/tariffs) #2563, [ai](/topic/ai) #817, [twitter](/topic/twitter), [has been](/topic/has-been)

**Top accounts mentioned or mentioned by**
[@tracyalloway](/creator/undefined) [@thestalwart](/creator/undefined) [@markets](/creator/undefined) [@havelockai](/creator/undefined) [@conorsen](/creator/undefined) [@tylermacro10](/creator/undefined) [@gracelightning](/creator/undefined) [@dats](/creator/undefined) [@mattzeitlin](/creator/undefined) [@renmacllc](/creator/undefined) [@irvingswisher](/creator/undefined) [@polymarket](/creator/undefined) [@stefanjbecket](/creator/undefined) [@mcklein](/creator/undefined) [@robustus](/creator/undefined) [@lsccountry](/creator/undefined) [@tenreirodaniel](/creator/undefined) [@carney](/creator/undefined) [@pewilliams](/creator/undefined) [@business](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Ethereum (ETH)](/topic/ethereum) [Tesla, Inc. (TSLA)](/topic/tesla) [Spotify Technology (SPOT)](/topic/$spot) [Coinbase Global Inc. (COIN)](/topic/coinbase) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Microsoft Corp. (MSFT)](/topic/microsoft) [Dogecoin (DOGE)](/topic/dogecoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"*US TO IMPOSE 17% TARIFF ON ISRAEL CHART SHOWS"  
[X Link](https://x.com/anyuser/status/1907531255257645188)  2025-04-02T20:31Z 431.1K followers, 2.8M engagements


"The Republican Party has nothing to offer downwardly mobile voters with graduate degrees. Just completely (economically culturally) out of touch with this demographic"  
[X Link](https://x.com/anyuser/status/1986060859794448446)  2025-11-05T13:19Z 431.1K followers, 2M engagements


"Anyone who sees this video can instantly grasp the (at least) potential for malicious use. And yet nobody with any power (either in the public or at the corporate level) has anything to say (let alone do) to address it or even acknowledge it. i have the most liked video on sora [--] right now i will be enjoying this short moment while it lasts cctv footage of sam stealing gpus at target for sora inference https://t.co/B86qzUGlMq i have the most liked video on sora [--] right now i will be enjoying this short moment while it lasts cctv footage of sam stealing gpus at target for sora inference"  
[X Link](https://x.com/anyuser/status/1973372434133950665)  2025-10-01T13:00Z 431.1K followers, 492.5K engagements


"This is another wild slide. $GOOGL's top line is actually accelerating as it gets larger"  
[X Link](https://x.com/TheStalwart/status/2019161332491383281)  2026-02-04T21:29Z 431.1K followers, 105.8K engagements


"Stellantis plunging 24% after announcing a $26 billion charge as part of its retreat from the EV business https://www.bloomberg.com/news/articles/2026-02-06/stellantis-to-take-charges-of-about-22-billion-on-ev-reset https://www.bloomberg.com/news/articles/2026-02-06/stellantis-to-take-charges-of-about-22-billion-on-ev-reset"  
[X Link](https://x.com/anyuser/status/2019736706933756332)  2026-02-06T11:35Z 431.1K followers, 28.4K engagements


"The last time a tech company announced a 100-year bond it was Motorola in [----] https://www.bloomberg.com/news/articles/2026-02-09/alphabet-mandates-banks-for-rare-100-year-sterling-bondsrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-09/alphabet-mandates-banks-for-rare-100-year-sterling-bondsrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2020925853178204402)  2026-02-09T18:20Z 431.1K followers, 159.3K engagements


"Trying to figure out whether the prediction markets would be able to livestream a roulette wheel and allow people to trade futures on whether the ball lands on black or red. Great interview by @TheStalwart and @tracyalloway asking the important questions: are roulette spins commodities Should exchanges be allowed to advertise that anyone can come win big And more https://t.co/bs8AdORCG4 Great interview by @TheStalwart and @tracyalloway asking the important questions: are roulette spins commodities Should exchanges be allowed to advertise that anyone can come win big And more"  
[X Link](https://x.com/TheStalwart/status/2021922676999131629)  2026-02-12T12:21Z 431.1K followers, 29.3K engagements


"The Dow is below 50000"  
[X Link](https://x.com/TheStalwart/status/2022006601109188706)  2026-02-12T17:55Z 431.1K followers, 110.5K engagements


"Almost painful to look at this chart"  
[X Link](https://x.com/TheStalwart/status/2022283478390243393)  2026-02-13T12:15Z 431.1K followers, 57.9K engagements


"Absolutely legendary quote here in this SEC complaint. HT: @lopezlinette https://www.sec.gov/files/litigation/complaints/2023/comp-pr2023-101.pdf https://www.sec.gov/files/litigation/complaints/2023/comp-pr2023-101.pdf"  
[X Link](https://x.com/anyuser/status/1665755220175978496)  2023-06-05T16:19Z 431.1K followers, 3.6M engagements


"I've watched this clip like [--] times now. Re-Elect the Mayor https://t.co/jkIYrctqOd Re-Elect the Mayor https://t.co/jkIYrctqOd"  
[X Link](https://x.com/anyuser/status/1937863358260162581)  2025-06-25T13:20Z 431.1K followers, 345.3K engagements


"The emergence of slop was foretold as soon as we started consuming content via the feed"  
[X Link](https://x.com/anyuser/status/1971605590897213515)  2025-09-26T15:59Z 431.1K followers, 543.9K engagements


"GE Vernova and Caterpillar both at new all time highs today"  
[X Link](https://x.com/TheStalwart/status/2018355323807879243)  2026-02-02T16:06Z 431.1K followers, 1.4M engagements


"Layoffs at crypto exchange Gemini *GEMINI TO SHUTTER EU UK AUSTRALIA ACCOUNTS; CUT 25% OF JOBS"  
[X Link](https://x.com/TheStalwart/status/2019418649199813106)  2026-02-05T14:31Z 431.1K followers, 149.3K engagements


"Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines"  
[X Link](https://x.com/TheStalwart/status/2021995582735429670)  2026-02-12T17:11Z 431.1K followers, 397.3K engagements


"@jonathanmaze What's the gist"  
[X Link](https://x.com/TheStalwart/status/2022322498348503049)  2026-02-13T14:50Z 431.1K followers, 27.6K engagements


"Another day of US stocks underperforming the ROW"  
[X Link](https://x.com/TheStalwart/status/2022412532275884519)  2026-02-13T20:48Z 431.1K followers, 22.4K engagements


"This is huge. Wage growth is faster than mortgage rates for the first time since [----]. The euthanization of the rentier has begun via @boes_ https://www.bloomberg.com/news/articles/2019-12-06/u-s-wage-growth-eclipses-mortgage-rate-for-first-time-since-72 https://www.bloomberg.com/news/articles/2019-12-06/u-s-wage-growth-eclipses-mortgage-rate-for-first-time-since-72"  
[X Link](https://x.com/TheStalwart/status/1203058901320699904)  2019-12-06T21:09Z 431K followers, [---] engagements


"Google searches for AirBNB have returned to pre-crisis levels. For Expedia and Priceline not so much"  
[X Link](https://x.com/TheStalwart/status/1266050434860486656)  2020-05-28T16:55Z 431K followers, [---] engagements


"$NKLA is a $22 billion company and it has zero revenue or even a product. Also it just got its first Wall Street Buy rating. https://www.bloomberg.com/news/articles/2020-06-17/nikola-wins-first-buy-rating-though-cowen-target-trails-recordsref=vuYGislZ https://www.bloomberg.com/news/articles/2020-06-17/nikola-wins-first-buy-rating-though-cowen-target-trails-recordsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/1273259422333231104)  2020-06-17T14:21Z 431.1K followers, [---] engagements


"Holy crap https://www.bloomberg.com/news/articles/2021-04-09/home-prices-soar-in-frenzied-u-s-market-drained-of-supplysref=vuYGislZ https://www.bloomberg.com/news/articles/2021-04-09/home-prices-soar-in-frenzied-u-s-market-drained-of-supplysref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/1380531924243001345)  2021-04-09T14:43Z 431K followers, [----] engagements


"Domino's is closing all of its locations in Italy. https://www.bloomberg.com/news/articles/2022-08-09/domino-s-pizza-leaves-italy-as-traditional-margherita-winsfromMostRead=true https://www.bloomberg.com/news/articles/2022-08-09/domino-s-pizza-leaves-italy-as-traditional-margherita-winsfromMostRead=true"  
[X Link](https://x.com/TheStalwart/status/1557061030303391749)  2022-08-09T17:47Z 431K followers, [---] engagements


"TRANSCRIPT: The full text of our chat with @AZLandInvestor is out. Tons of stuff in here about short-run and long-run trends in homebuilding. And how a Sunbelt boom state like Arizona is thinking about the future of its water supply. https://www.bloomberg.com/news/articles/2023-03-02/transcript-how-empty-land-in-the-arizona-desert-gets-turned-into-homessrnd=oddlots https://www.bloomberg.com/news/articles/2023-03-02/transcript-how-empty-land-in-the-arizona-desert-gets-turned-into-homessrnd=oddlots"  
[X Link](https://x.com/TheStalwart/status/1631389719199096855)  2023-03-02T20:23Z 431.1K followers, 76.5K engagements


"Wow this chart is $CRZY"  
[X Link](https://x.com/TheStalwart/status/1637912974969937920)  2023-03-20T20:24Z 431.1K followers, 35.2K engagements


"NEW ODD LOTS: It's the @RichmondFed President. Tom Barkin came on the show to talk to @tracyalloway and @boes_ (who sub'd in for me) about the US economic resiliency structurally higher demand for housing supply chains and the impact of higher rates. https://www.bloomberg.com/news/articles/2023-10-02/strong-housing-has-fed-looking-elsewhere-to-slow-economy-barkin-suggestssref=vuYGislZ https://www.bloomberg.com/news/articles/2023-10-02/strong-housing-has-fed-looking-elsewhere-to-slow-economy-barkin-suggestssref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/1708755222242218067)  2023-10-02T08:06Z 431K followers, 155.5K engagements


"Shiba Inu market cap now sub $15 billion"  
[X Link](https://x.com/TheStalwart/status/1770085602123235677)  2024-03-19T13:51Z 431K followers, 52.7K engagements


"A WORRISOME *FUTURISTIC* JOBS REPORT: In the newsletter I wrote about today's labor market data and how it was not only bad but bad in a specific way that could portend a more ominous direction of the economy"  
[X Link](https://x.com/TheStalwart/status/1951306138751795467)  2025-08-01T15:36Z 431K followers, 391.6K engagements


"What's the best argument that the liberalization of sports betting laws has made the country better off"  
[X Link](https://x.com/TheStalwart/status/1981371292629491992)  2025-10-23T14:45Z 431K followers, 1.6M engagements


"Looks like the arrest of Maduro is causing money to flow into safe haven assets that aren't easily confiscated or seized"  
[X Link](https://x.com/TheStalwart/status/2008280399089225864)  2026-01-05T20:52Z 431K followers, 64.2K engagements


"Wow there it is https://apnews.com/article/china-canada-carney-xi-beijing-b71c1b67d3489a8b4058c650152b0cb9 https://apnews.com/article/china-canada-carney-xi-beijing-b71c1b67d3489a8b4058c650152b0cb9"  
[X Link](https://x.com/TheStalwart/status/2012135560295719120)  2026-01-16T12:11Z 431K followers, 1.9M engagements


"I dont know if European leaders understand how much the average American desires Greenland"  
[X Link](https://x.com/TheStalwart/status/2013734413243207919)  2026-01-20T22:04Z 431K followers, 836.7K engagements


"Unsustainable profit-less race to the bottom with American characteristics"  
[X Link](https://x.com/TheStalwart/status/2016258013489680478)  2026-01-27T21:12Z 431K followers, 283.5K engagements


"Tells you a lot about Greenspan that he didn't even crack [--] in "informal remarks before a dinner meeting""  
[X Link](https://x.com/TheStalwart/status/2016840502704771520)  2026-01-29T11:47Z 431K followers, 14.3K engagements


"Added a warning"  
[X Link](https://x.com/TheStalwart/status/2017722816888533071)  2026-01-31T22:13Z 431.1K followers, 25.5K engagements


"This is the most brutal crypto winter ever. Nobodys even joking about it in a self effacing way. And if there were anyone doing the meme you wouldnt see it because theres no crypto twitter anymore. I haven't seen this posted in awhile https://t.co/4Nac1pjTLG I haven't seen this posted in awhile https://t.co/4Nac1pjTLG"  
[X Link](https://x.com/TheStalwart/status/2019217757246746929)  2026-02-05T01:13Z 431K followers, 298.8K engagements


"Silver is even falling in Litecoin terms"  
[X Link](https://x.com/TheStalwart/status/2019435130365079623)  2026-02-05T15:37Z 431K followers, 15.3K engagements


"It's hard not to think that the explosion of DAT companies last year where various crypto holders exchanged their tokens for inflated equity was a big last gasp for this industry"  
[X Link](https://x.com/TheStalwart/status/2019458664021512447)  2026-02-05T17:10Z 431K followers, 61.4K engagements


"Surprised to see some of the index providers getting clobbered. How can AI replace a well-established benchmark like the FICO Score or the S&P [---] or the Orality Score"  
[X Link](https://x.com/TheStalwart/status/2019536336332771536)  2026-02-05T22:19Z 431K followers, 72.3K engagements


"NEW ODD LOTS: It's Rich Clarida on Kevin Warsh @tracyalloway and I talk to the Fed's former Vice Chairman about the nominee to be the Fed's next Chairman https://open.spotify.com/episode/13yORER96HOvBorVBUqr9ysi=n01aqdtcTjujEueOy6xKGw https://open.spotify.com/episode/13yORER96HOvBorVBUqr9ysi=n01aqdtcTjujEueOy6xKGw"  
[X Link](https://x.com/TheStalwart/status/2019715473995407612)  2026-02-06T10:11Z 431K followers, 105.4K engagements


"This from Barclays explains everything about the difference between the two continents. European investors are always anxious about how much software companies spend on stock-based compensation. American investors only care during times of crisis"  
[X Link](https://x.com/TheStalwart/status/2019720281611460912)  2026-02-06T10:30Z 431K followers, 15.9K engagements


"@notelikopter http://discord.gg/oddlots http://discord.gg/oddlots"  
[X Link](https://x.com/TheStalwart/status/2020602874280210820)  2026-02-08T20:57Z 431K followers, [----] engagements


"In the process of scoring every Fed speech over the last [--] years on @Havelock_AI. Still not done yet. But no surprise that district Presidents who tend to do more community outreach talks tend to score higher"  
[X Link](https://x.com/TheStalwart/status/2020834934655717740)  2026-02-09T12:19Z 431K followers, 29.8K engagements


"Are there people getting married without running their vows through Havelock Just checked my upcoming wedding vows with @Havelock_AI. Orarilty score 82% has the Fed Governors beat but that's a low bar. Do I need to shoot for 100% https://t.co/NbTUcVfkDN Just checked my upcoming wedding vows with @Havelock_AI. Orarilty score 82% has the Fed Governors beat but that's a low bar. Do I need to shoot for 100% https://t.co/NbTUcVfkDN"  
[X Link](https://x.com/TheStalwart/status/2021270282862817298)  2026-02-10T17:09Z 431K followers, 28K engagements


"Forgot it was jobs day. Feels unkosher to have this on a Wednesday"  
[X Link](https://x.com/TheStalwart/status/2021565478913900986)  2026-02-11T12:42Z 431K followers, 18.1K engagements


"Kind of fascinated by companies whose stock is basically flat from [--] years ago"  
[X Link](https://x.com/TheStalwart/status/1661296701431504896)  2023-05-24T09:02Z 431.1K followers, 106.4K engagements


"WHOA. The FDIC accidentally posted an un-redacted document showing that the big VC firm Sequoia had $1 billion on deposit at SVB when it collapsed https://www.bloomberg.com/news/articles/2023-06-23/fdic-insured-billions-in-deposits-for-sequoia-other-top-svb-customerssref=vuYGislZ https://www.bloomberg.com/news/articles/2023-06-23/fdic-insured-billions-in-deposits-for-sequoia-other-top-svb-customerssref=vuYGislZ"  
[X Link](https://x.com/anyuser/status/1672219482129854464)  2023-06-23T12:26Z 431.1K followers, 1.9M engagements


"All the cool people of NYC are playing chess late at night in bars now. Wild times"  
[X Link](https://x.com/anyuser/status/1676786797320306688)  2023-07-06T02:55Z 431.1K followers, 3.1M engagements


"NEW ODD LOTS: What Dead Malls Can Tell Us About The Future Of Office Space @tracyalloway and I had an amazing conversation with Liza Crawford longtime trader and co-head of TCW's Securitized Group about lessons learned from the last big CRE panic https://www.bloomberg.com/news/articles/2023-12-04/commercial-real-estate-s-future-in-era-of-high-interest-rates-and-work-from-homesrnd=oddlots&sref=vuYGislZ https://www.bloomberg.com/news/articles/2023-12-04/commercial-real-estate-s-future-in-era-of-high-interest-rates-and-work-from-homesrnd=oddlots&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/1731607100353032273)  2023-12-04T09:31Z 431.1K followers, 43K engagements


"Honestly pretty good Just walked to McDonalds ordered food and literally ate it there. It was hot and fresh and cheap unlike delivery. Why arent more people doing this Kind of a food hack. Just walked to McDonalds ordered food and literally ate it there. It was hot and fresh and cheap unlike delivery. Why arent more people doing this Kind of a food hack"  
[X Link](https://x.com/anyuser/status/1772326790981181599)  2024-03-25T18:16Z 431.1K followers, 1.4M engagements


"In today's Odd Lots newsletter I wrote about why I'm such an evangelist of Walter Ong Thought. Why I think the Return To Orality is the biggest story of our time. And how we're completely rewiring the logic engine of the human brain"  
[X Link](https://x.com/TheStalwart/status/1887895667802046950)  2025-02-07T16:06Z 431.1K followers, 330.5K engagements


"The NYT reports that due to pressure from the Trump administration the Mexican drug cartels haven't felt this much stress in years with leaders going into hiding and shutting down fentanyl labs"  
[X Link](https://x.com/anyuser/status/1896351043627426095)  2025-03-03T00:04Z 431.1K followers, 889.8K engagements


"To me the most importing thing about today is that they knew what this would do to the market and did it anyway. If nothing else that ought to tell you what time it is"  
[X Link](https://x.com/anyuser/status/1907564110406881344)  2025-04-02T22:41Z 431.1K followers, 763.9K engagements


"INSANE market action right now. Market exploded higher on a headline attributed to Kevin Hassett. And now nobody can figure out where it came from and the markets are diving again. An 8% surge and then a 3.5% plunge in a matter of seconds"  
[X Link](https://x.com/anyuser/status/1909251044632051900)  2025-04-07T14:24Z 431.1K followers, 2.2M engagements


"Roads in many countries arent wide enough for Ford F-150s. Non-tariff trade barrier right there"  
[X Link](https://x.com/anyuser/status/1909778317621735832)  2025-04-09T01:20Z 431.1K followers, 1.2M engagements


"Just a major blow to the housing market. Not only are yields rising across the board on government bonds but the extra spread on mortgage backed securities is surging"  
[X Link](https://x.com/TheStalwart/status/1909948373471199465)  2025-04-09T12:35Z 431.1K followers, 455.3K engagements


"BOOM: *US TOLD CHINA TO REQUEST A XI-TRUMP CALL: CNN"  
[X Link](https://x.com/anyuser/status/1910690262176747760)  2025-04-11T13:43Z 431.1K followers, 2.9M engagements


"China halting all Boeing orders https://www.bloomberg.com/news/articles/2025-04-15/china-tells-airlines-stop-taking-boeing-jets-as-trump-tariffs-expand-trade-war https://www.bloomberg.com/news/articles/2025-04-15/china-tells-airlines-stop-taking-boeing-jets-as-trump-tariffs-expand-trade-war"  
[X Link](https://x.com/anyuser/status/1912055640148549791)  2025-04-15T08:09Z 431.1K followers, 2.1M engagements


"Blackstone is now down 40% from its November highs and is right back at its post-Liberation Day lows. Remember this is probably the best run manager of private assets in the world so just consider how your run of the mill PE or VC shop is looking right now"  
[X Link](https://x.com/anyuser/status/1914398149323726864)  2025-04-21T19:17Z 431.1K followers, 1.1M engagements


"Why are people talking about achieving postal service scale and efficiency for a small public grocery trial designed to address food deserts The USPS is the most impressive postal logistics company in the world and its not close. The USPS is the most impressive postal logistics company in the world and its not close"  
[X Link](https://x.com/anyuser/status/1938239059266310625)  2025-06-26T14:12Z 431.1K followers, 91.9K engagements


"I like this career advice piece from @jordanschneider https://www.chinatalk.media/p/policy-an-early-career-guide-revised https://www.chinatalk.media/p/policy-an-early-career-guide-revised"  
[X Link](https://x.com/TheStalwart/status/1950516993066479717)  2025-07-30T11:21Z 431.1K followers, 29K engagements


"Flying first class on my flight out of NYC. Everyone in the front is solo quiet and isolated. I looked back to the rest of the plane. People are joyously traveling with friends and family. Sharing humor and adventure. Was just a very interesting observation"  
[X Link](https://x.com/anyuser/status/1952757010602348632)  2025-08-05T15:42Z 431.1K followers, 328.3K engagements


"Albania has appointed an AI-generated government minister who will avoid getting corrupted"  
[X Link](https://x.com/TheStalwart/status/1966224803276169288)  2025-09-11T19:38Z 431.1K followers, 419.1K engagements


"BREAKING: *FED CUTS TARGET RANGE FOR BENCHMARK RATE TO 4%-4.25% *FED SAYS GOVERNOR MIRAN DISSENTS IN FAVOR OF HALF-POINT CUT *FED SAYS DOWNSIDE RISKS TO EMPLOYMENT HAVE RISEN *FED MEDIAN PROJECTION SHOWS [--] BPS MORE RATE CUTS IN [----] https://www.bloomberg.com/news/live-blog/2025-09-17/fed-rate-decision-and-powell-news-conference-live-updatessrnd=homepage-americas https://www.bloomberg.com/news/live-blog/2025-09-17/fed-rate-decision-and-powell-news-conference-live-updatessrnd=homepage-americas"  
[X Link](https://x.com/anyuser/status/1968374495489741192)  2025-09-17T18:00Z 431.1K followers, 183.6K engagements


"For today's newsletter I wrote about Neel Kashkari tackling some of the biggest questions in monetary policy right now"  
[X Link](https://x.com/TheStalwart/status/1969082192375492943)  2025-09-19T16:52Z 431.1K followers, 71K engagements


"*WHITE HOUSE SAYS DOCTORS MAY BE EXEMPT FROM H1-B VISA FEES"  
[X Link](https://x.com/TheStalwart/status/1970138740137083107)  2025-09-22T14:50Z 431.1K followers, 746K engagements


"@M_C_Klein Is there anything more to it than that"  
[X Link](https://x.com/TheStalwart/status/1979236430044921962)  2025-10-17T17:21Z 431.1K followers, [----] engagements


"This chart from the Bank of America fund manager survey perfectly captures the mood. Net 20% of respondents think companies are spending too much money on investment. Not just highest ever but also the first time this number has ever been positive in the history of the survey"  
[X Link](https://x.com/TheStalwart/status/1990759170073899411)  2025-11-18T12:29Z 431.1K followers, 145K engagements


"What's very funny is that a lot of the anti-Elon people were rooting for the court to force him to follow through with the purchase when he was trying to back out of it. this entire timeline branch is contingent on a judge ruling that elon has go forward with the twitter purchase agreement in [----] that he was trying to get out of this entire timeline branch is contingent on a judge ruling that elon has go forward with the twitter purchase agreement in [----] that he was trying to get out of"  
[X Link](https://x.com/TheStalwart/status/1993393641172431032)  2025-11-25T18:57Z 431.1K followers, 83.6K engagements


"Whew US 30-year yield. You're not getting a cheaper mortgage"  
[X Link](https://x.com/TheStalwart/status/2013580367123423518)  2026-01-20T11:52Z 431.1K followers, 4.8M engagements


"Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://www.bloomberg.com/news/features/2026-01-29/lululemon-s-see-through-leggings-scandal-deepens-investor-activismsrnd=homepage-americas https://www.bloomberg.com/news/features/2026-01-29/lululemon-s-see-through-leggings-scandal-deepens-investor-activismsrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2016943754809159884)  2026-01-29T18:37Z 431.1K followers, 698.6K engagements


"NEW ODD LOTS: The Utilities Analyst Who Says Datacenter Math Doesn't Add Up @tracyalloway and I talk to CreditSights' co-head of IG credit Andy DeVries who says datacenter power demand will fall short and that utilities are OVERBUILDING for the future https://podcasts.apple.com/us/podcast/the-utilities-analyst-who-says-the-data-center/id1056200096i=1000747673378 https://podcasts.apple.com/us/podcast/the-utilities-analyst-who-says-the-data-center/id1056200096i=1000747673378"  
[X Link](https://x.com/TheStalwart/status/2018260491928244674)  2026-02-02T09:49Z 431.1K followers, 287.1K engagements


"One of the hottest toys in China is a stuffed horse where the factory accidentally sewed the smile upside down. https://www.reuters.com/world/asia-pacific/accidental-crying-horse-toy-wins-hearts-china-2026-01-26/ https://www.reuters.com/world/asia-pacific/accidental-crying-horse-toy-wins-hearts-china-2026-01-26/"  
[X Link](https://x.com/TheStalwart/status/2018272162117730348)  2026-02-02T10:35Z 431.1K followers, 170.5K engagements


"$APO -7% $BX -6%"  
[X Link](https://x.com/TheStalwart/status/2018731573563060577)  2026-02-03T17:01Z 431.1K followers, 21.3K engagements


"Private credit funding the the AI datacenters that are disrupting the software companies owned by private equiity"  
[X Link](https://x.com/TheStalwart/status/2018749758311973249)  2026-02-03T18:13Z 431.1K followers, 127.3K engagements


"One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits. https://www.bloomberg.com/news/articles/2026-02-04/europe-takes-on-tech-with-social-media-bans-and-paris-raid-on-xsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-04/europe-takes-on-tech-with-social-media-bans-and-paris-raid-on-xsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2018998471907549242)  2026-02-04T10:42Z 431.1K followers, 665.5K engagements


"Landman probably has the best soundtrack of any TV show since The Sopranos"  
[X Link](https://x.com/TheStalwart/status/2019044586568729064)  2026-02-04T13:45Z 431.1K followers, 22.5K engagements


"*ALPHABET SINKS 7.5% ON HIGHER THAN EXPECTED [----] CAPEX FORECAST"  
[X Link](https://x.com/TheStalwart/status/2019155419592016252)  2026-02-04T21:05Z 431.1K followers, 55.2K engagements


"The average person on earth is watching [--] YouTube shorts every single day. *YOUTUBE SHORTS AVERAGE [---] BILLION DAILY VIEWS"  
[X Link](https://x.com/TheStalwart/status/2019167689793568998)  2026-02-04T21:54Z 431.1K followers, 528.1K engagements


"US stocks outperforming the rest of the world has been one of the strongest investing themes for years. It peaked in December [----] right after Trump's win"  
[X Link](https://x.com/TheStalwart/status/2019372305596780856)  2026-02-05T11:27Z 431.1K followers, 157.1K engagements


"The fact that crypto and silver are getting clobbered at the same time as the SaaS stocks makes me think that the "AI disruption" story is a little too pat of an explanation for what's going on"  
[X Link](https://x.com/TheStalwart/status/2019434449214329327)  2026-02-05T15:34Z 431.1K followers, 116.2K engagements


"Incredible. Research analysts (this from George Pollack at Signum Global) are now having to explain basic US election laws to their clients. Literally the type of note typically see about various quasi-democratic frontier markets"  
[X Link](https://x.com/TheStalwart/status/2019436721822458097)  2026-02-05T15:43Z 431.1K followers, 153.8K engagements


"10 REASONS WHY THIS IS THE WORST CRYPTO WINTER EVER In today's newsletter I wrote about how there are just numerous dynamics all happening at once -- from Epstein to quantum to AI to the death of crypto twitter -- clobbering the coins"  
[X Link](https://x.com/TheStalwart/status/2019452483232272732)  2026-02-05T16:46Z 431.1K followers, 733.6K engagements


"Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving"  
[X Link](https://x.com/TheStalwart/status/2019496453157073020)  2026-02-05T19:40Z 431.1K followers, 96.2K engagements


"There's a macro hedge fund manager at Brevan who hasn't had a single down year since [----] https://www.bloomberg.com/news/articles/2026-02-06/hedge-fund-trader-minal-bathwal-makes-billions-at-brevan-howard-in-singaporesrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-06/hedge-fund-trader-minal-bathwal-makes-billions-at-brevan-howard-in-singaporesrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2019737572629741595)  2026-02-06T11:38Z 431.1K followers, 114.1K engagements


"Noticed this chart yesterday CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"  
[X Link](https://x.com/TheStalwart/status/2019760641586635181)  2026-02-06T13:10Z 431.1K followers, 156.4K engagements


"CHARLIE MCELIGOTT ON THE SAASPOCALYPSE @tracyalloway and I talk to Nomura's cross-asset macro strategist about what software silver and Bitcoin all have in common. And how so many popular trades all blew up at once. A must listen on your way home. https://open.spotify.com/episode/3jFRvU5SXRjmefjOHZWfC7 https://open.spotify.com/episode/3jFRvU5SXRjmefjOHZWfC7"  
[X Link](https://x.com/TheStalwart/status/2019853839701323809)  2026-02-06T19:20Z 431.1K followers, 61.9K engagements


"The rise of Chinese running shoe brands on r/runningshoegeeks"  
[X Link](https://x.com/TheStalwart/status/2020267051357483134)  2026-02-07T22:42Z 431.1K followers, 77.7K engagements


"It used to be that you couldnt look at twitter during the Olympics because of spoilers. But the algorithm has gotten so bad for breaking news that its not a problem anymore"  
[X Link](https://x.com/TheStalwart/status/2020291873202708970)  2026-02-08T00:21Z 431.1K followers, 206.3K engagements


"Without looking how many people do you think are in the US Luge Association"  
[X Link](https://x.com/TheStalwart/status/2020557778318729247)  2026-02-08T17:58Z 431.1K followers, 52.1K engagements


"If you're looking for something to read here's every book that's been recommended in the Odd Lots Discord https://odd-lots-books.netlify.app/ https://odd-lots-books.netlify.app/"  
[X Link](https://x.com/TheStalwart/status/2020594536029061155)  2026-02-08T20:24Z 431.1K followers, 217.6K engagements


"Japanese [--] year yield jumping"  
[X Link](https://x.com/TheStalwart/status/2020649048093638802)  2026-02-09T00:00Z 431.1K followers, 61.4K engagements


"Great read on the copper stockpiling that's occurred in the United States https://www.bloomberg.com/news/articles/2026-02-09/how-giant-us-copper-stockpile-is-raising-global-prices-and-tightening-supplysref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-09/how-giant-us-copper-stockpile-is-raising-global-prices-and-tightening-supplysref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2021174009287630880)  2026-02-10T10:46Z 431.1K followers, 49.9K engagements


"All the data coming for the rest of the week. We're going to have Jobs Wednesday and then CPI Friday"  
[X Link](https://x.com/TheStalwart/status/2021174812035391554)  2026-02-10T10:50Z 431.1K followers, 14K engagements


"$SPGI has fallen off a cliff this year"  
[X Link](https://x.com/TheStalwart/status/2021222557232287872)  2026-02-10T13:59Z 431.1K followers, 20.2K engagements


"The US has won twice as many medals as China on a medals/GDP basis. Although by the same basis Norway is doing almost 100x better. https://www.bloomberg.com/graphics/milano-cortina-2026-winter-olympics-medal-count/ https://www.bloomberg.com/graphics/milano-cortina-2026-winter-olympics-medal-count/"  
[X Link](https://x.com/TheStalwart/status/2021239004675326382)  2026-02-10T15:05Z 431.1K followers, 20.2K engagements


"Its outdoor dining weather in NYC"  
[X Link](https://x.com/TheStalwart/status/2021313968581603818)  2026-02-10T20:02Z 431.1K followers, 39.1K engagements


"The make of one of China's most advanced coding models is public and has a market cap of less than $18 billion https://www.bloomberg.com/news/articles/2026-02-11/china-s-zhipu-unveils-new-ai-model-jolting-race-with-deepseeksrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-11/china-s-zhipu-unveils-new-ai-model-jolting-race-with-deepseeksrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2021531804201832787)  2026-02-11T10:28Z 431.1K followers, 70K engagements


"Every one day silver move for the last [--] years"  
[X Link](https://x.com/TheStalwart/status/2021532948768657473)  2026-02-11T10:33Z 431.1K followers, 15.7K engagements


"About [--] years ago me and @pkafka were colleagues for about one week. So it was nice to catch up on this podcast and talk about all things media. https://podcasts.apple.com/us/podcast/how-odd-lots-joe-weisenthal-turned-curiosity-into-a/id1080467174i=1000749213172 https://podcasts.apple.com/us/podcast/how-odd-lots-joe-weisenthal-turned-curiosity-into-a/id1080467174i=1000749213172"  
[X Link](https://x.com/TheStalwart/status/2021536231142633795)  2026-02-11T10:46Z 431.1K followers, 40K engagements


"Important lesson. The idea that you need to build a grassroots movement to be influential is wrong. It's interesting how Abundance (the idea) has completely and totally failed to build a mass movement but that doesn't matter cause it went absolutely nuclear in elite persuasion. Who needs protests when you can find the politicians who like to read and show them your Substack. It's interesting how Abundance (the idea) has completely and totally failed to build a mass movement but that doesn't matter cause it went absolutely nuclear in elite persuasion. Who needs protests when you can find the"  
[X Link](https://x.com/TheStalwart/status/2021569657166045636)  2026-02-11T12:58Z 431.1K followers, 183.4K engagements


"BREAKING: BIG BEAT. 130K JOBS Economists had expected 65K jobs and a 4.4% unemployment rate. https://www.bloomberg.com/news/live-blog/2026-02-11/us-employment-report-for-januarysrnd=homepage-americas https://www.bloomberg.com/news/live-blog/2026-02-11/us-employment-report-for-januarysrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2021577546094047354)  2026-02-11T13:30Z 431.1K followers, 227.1K engagements


"Gold sliding"  
[X Link](https://x.com/TheStalwart/status/2021577858267721896)  2026-02-11T13:31Z 431.1K followers, 33.2K engagements


"Solid job growth in the construction sector. Not building homes though"  
[X Link](https://x.com/TheStalwart/status/2021579780546519058)  2026-02-11T13:39Z 431.1K followers, 25.5K engagements


"Seeing a lot of posts from software engineers that are like "AI is devouring my job and soon it will happen to everyone". And it's like maybe but just because you have an easy job doesn't mean everyone else does. https://t.co/ivXRKXJvQg https://t.co/ivXRKXJvQg"  
[X Link](https://x.com/TheStalwart/status/2021582983900086436)  2026-02-11T13:51Z 431.1K followers, 622.7K engagements


"@yugacohler how hard can it be if it's the first thing a computer can do"  
[X Link](https://x.com/TheStalwart/status/2021608058900652526)  2026-02-11T15:31Z 431.1K followers, 45K engagements


"@manicakes shhh"  
[X Link](https://x.com/TheStalwart/status/2021608985644642527)  2026-02-11T15:35Z 431.1K followers, [----] engagements


"NEW ODD LOTS: It's @MichaelSelig on prediction markets @tracyalloway and I talk to the new Chairman of the CFTC about the rise of Polymarket and Kalshi and regulation in this new world where almost anyone can be on almost anything. https://podcasts.apple.com/us/podcast/new-cftc-chairman-michael-selig-on-how-to-regulate/id1056200096i=1000749404730 https://podcasts.apple.com/us/podcast/new-cftc-chairman-michael-selig-on-how-to-regulate/id1056200096i=1000749404730"  
[X Link](https://x.com/TheStalwart/status/2021894256584196595)  2026-02-12T10:28Z 431.1K followers, 72K engagements


"Fascinating piece here. The % of Millennials who think they'll never own a home has roughly doubled since [----]. And people who never save to get a home end up accumulating less money throughout their life. https://www.bloomberg.com/news/features/2026-02-12/high-housing-costs-may-be-driving-americans-toward-crypto-luxury-goodssref=vuYGislZ https://www.bloomberg.com/news/features/2026-02-12/high-housing-costs-may-be-driving-americans-toward-crypto-luxury-goodssref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2021904173093335159)  2026-02-12T11:08Z 431.1K followers, 89.6K engagements


"Did an asteroid filled with silver just slam into the earth"  
[X Link](https://x.com/TheStalwart/status/2021984953077301491)  2026-02-12T16:29Z 431.1K followers, 464.9K engagements


"@FreightAlley On Monday when the stock brokers got slammed that also wasn't off of anything from one of the major labs"  
[X Link](https://x.com/TheStalwart/status/2021996685816377424)  2026-02-12T17:15Z 431.1K followers, 21K engagements


"This was on the front page of their website in [----] Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines."  
[X Link](https://x.com/TheStalwart/status/2021997292732260857)  2026-02-12T17:18Z 431.1K followers, 59.2K engagements


"Did an asteroid filled with Bitcoin hit the earth"  
[X Link](https://x.com/TheStalwart/status/2022007737891401854)  2026-02-12T17:59Z 431.1K followers, 126.1K engagements


"@tolstoybb That and SF vs NYC discourse are the two most boring"  
[X Link](https://x.com/TheStalwart/status/2022144562001850789)  2026-02-13T03:03Z 431.1K followers, [----] engagements


"Interesting "Something Big Is Happening" starting to infect USTs IMO "Something Big Is Happening" starting to infect USTs IMO"  
[X Link](https://x.com/TheStalwart/status/2022144765383651452)  2026-02-13T03:04Z 431.1K followers, 61.3K engagements


"@tylermacro10 How come"  
[X Link](https://x.com/TheStalwart/status/2022144905066467755)  2026-02-13T03:04Z 431.1K followers, 30.5K engagements


"@CoorsLightCEO Go on"  
[X Link](https://x.com/TheStalwart/status/2022146975190462543)  2026-02-13T03:13Z 431.1K followers, [----] engagements


"NEW ODD LOTS: Why @AdamPosen thinks inflation will surge back to 4% It's CPI day so @tracyalloway and I talked to the former BoE MPC member and @PIIE President about his way out-of-consensus call that inflation will come roaring back this year. https://podcasts.apple.com/us/podcast/why-adam-posen-thinks-inflation-will-surge-back-to-4/id1056200096i=1000749568039 https://podcasts.apple.com/us/podcast/why-adam-posen-thinks-inflation-will-surge-back-to-4/id1056200096i=1000749568039"  
[X Link](https://x.com/anyuser/status/2022265399127998599)  2026-02-13T11:03Z 431.1K followers, 63.6K engagements


"Stock futures at the lows of the morning"  
[X Link](https://x.com/TheStalwart/status/2022270763592511797)  2026-02-13T11:24Z 431.1K followers, 15.4K engagements


"$COIN +5.6%"  
[X Link](https://x.com/TheStalwart/status/2022274775272366522)  2026-02-13T11:40Z 431.1K followers, 15.2K engagements


"@ettingermentum Knowing Democrats theyll probably run a populist in [----] validating the other sides perspective rather than learn what a powerful political juggernaut neoliberalism is"  
[X Link](https://x.com/TheStalwart/status/2022300265349583005)  2026-02-13T13:22Z 431.1K followers, 42.1K engagements


"Knowing Democrats I doubt they'll learn the lesson of what a powerful political juggernaut neoliberalism is. Instead they'll probably validate the GOP's perspective by running a populist. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best conditions imaginable has just been dogwalked by the most basic centrist civic nationalism you could image. Mark Carney v Pierre Poilievre has been a really brutal showing for 21st century political formations. Fully-realized DeSantisism run under the best"  
[X Link](https://x.com/TheStalwart/status/2022301218106724677)  2026-02-13T13:25Z 431.1K followers, 109.1K engagements


"Here comes CPI"  
[X Link](https://x.com/TheStalwart/status/2022301507400389068)  2026-02-13T13:27Z 431.1K followers, 18.1K engagements


"10-year yield tumbling"  
[X Link](https://x.com/TheStalwart/status/2022302433485939144)  2026-02-13T13:30Z 431.1K followers, [----] engagements


"10-year yield lowest since early December"  
[X Link](https://x.com/TheStalwart/status/2022302592513044881)  2026-02-13T13:31Z 431.1K followers, [----] engagements


"*DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS"  
[X Link](https://x.com/TheStalwart/status/2022307558950641931)  2026-02-13T13:51Z 431.1K followers, 57.5K engagements


"The ratio of US stocks vs. the rest of the world is getting close to its post-Liberation Day lows"  
[X Link](https://x.com/TheStalwart/status/2022319756359901281)  2026-02-13T14:39Z 431.1K followers, 73.8K engagements


"RT @MattBruenig: looking at my half-done aluminum plant that I built with the understanding that there would be protections from foreign i"  
[X Link](https://x.com/TheStalwart/status/2022384161206751658)  2026-02-13T18:55Z 431.1K followers, [---] engagements


"What % of peoples vibecoding are attempts to build an inflation index by scraping online prices. I feel like everyones wanted to try making one of these at some point"  
[X Link](https://x.com/TheStalwart/status/2022401327327031404)  2026-02-13T20:03Z 431.1K followers, 36.2K engagements


"Is OpenAI making a social network"  
[X Link](https://x.com/TheStalwart/status/2022447277768368349)  2026-02-13T23:06Z 431.1K followers, 37.6K engagements


"@DymaxionAlpha Whats to learn"  
[X Link](https://x.com/TheStalwart/status/2022453460151734346)  2026-02-13T23:30Z 431.1K followers, [----] engagements


"Its funny. There was this idea a few years ago that artists were lame and defensive for not being enthusiastic about AI art. But now the tech people are mostly the ones you see sneering. vibe coders showing innocent people the slop they build over the weekend https://t.co/IyqBDBDG4j vibe coders showing innocent people the slop they build over the weekend https://t.co/IyqBDBDG4j"  
[X Link](https://x.com/TheStalwart/status/2022497207866302605)  2026-02-14T02:24Z 431.1K followers, 64.9K engagements


"@deanwball Even if that analogy holds (which I dont think it does) piano will be just as difficult to play a year and a decade from now. Whereas in a few years AI will only get easier to use. And possibly it went even involve human input"  
[X Link](https://x.com/TheStalwart/status/2022513251444232296)  2026-02-14T03:28Z 431.1K followers, 11.8K engagements


"@econcallum But GPT [--] was already out right"  
[X Link](https://x.com/TheStalwart/status/2022650104243761566)  2026-02-14T12:32Z 431.1K followers, 10.3K engagements


"@colby__donovan @tracyalloway @pkafka Heres one https://podcasts.apple.com/us/podcast/this-is-what-happened-during-the-great-florida-real/id1056200096i=1000391812352 https://podcasts.apple.com/us/podcast/this-is-what-happened-during-the-great-florida-real/id1056200096i=1000391812352"  
[X Link](https://x.com/TheStalwart/status/2022681653194478013)  2026-02-14T14:37Z 431.1K followers, [--] engagements


"The US has one of the best recoveries in the world. Inflation is now lower than g7 peers. The hot labor market has put a real dent in inequality. And Biden had a historically great midterm. And yet for two years pundits have been totally consumed by alleged policy mistakes. Mr. Dube and two co-authors found that.in just two years the economy undid about a quarter of the increase in inequality since [----]. Much of that progress they found came from workers increased ability and willingness to change jobs. https://t.co/806xtOS56E Mr. Dube and two co-authors found that.in just two years the"  
[X Link](https://x.com/anyuser/status/1677129149931048964)  2023-07-07T01:35Z 431.1K followers, 2.2M engagements


"Guys Right now theyre selling dollars for [--] cents on polymarket"  
[X Link](https://x.com/anyuser/status/1833685634977812606)  2024-09-11T01:54Z 431.1K followers, 394.2K engagements


"There are a lot of Trump-aligned voices telling people to calm down. Selloffs happen. And its true. People tend to regret panicking. But this is one of the fastest selloffs of the last century while the President pursues a policy that virtually no economist will defend"  
[X Link](https://x.com/anyuser/status/1900279874029531420)  2025-03-13T20:16Z 431.1K followers, 437.6K engagements


"STOCKS TANKING AFTER TARIFF NUMBERS REVEALED"  
[X Link](https://x.com/anyuser/status/1907530521783017853)  2025-04-02T20:28Z 431.1K followers, 3.3M engagements


"In [--] sessions S&P [---] futures have plunged about 15%. That's a proper stock market crash"  
[X Link](https://x.com/anyuser/status/1909004530508878269)  2025-04-06T22:05Z 431.1K followers, 1.5M engagements


"This is now the worst three-day performance for the S&P [---] since October 1987"  
[X Link](https://x.com/anyuser/status/1909240987555135966)  2025-04-07T13:44Z 431.1K followers, 567.9K engagements


"David didn't tweet for a week and then he returned to jinx the rally. SPX down 3.7% since 9:57 Black Monday Hoax is over. Black Monday Hoax is over"  
[X Link](https://x.com/anyuser/status/1909655745349529868)  2025-04-08T17:13Z 431.1K followers, 2.1M engagements


"it's uncanny Now down over 6% since this tweet Black Monday Hoax is over. Black Monday Hoax is over"  
[X Link](https://x.com/anyuser/status/1909692785969840390)  2025-04-08T19:40Z 431.1K followers, 522.6K engagements


"If it weren't for the tariffs this would be one of the biggest stories in the world right now. From Bloomberg economist @D_W_Wilcox:"  
[X Link](https://x.com/anyuser/status/1910433536022028661)  2025-04-10T20:43Z 431.1K followers, 998.9K engagements


"Missed this earlier. The retailer Five Below just completely halting business with China now. No more shipments. Any container that has been packed must be unloaded and returned. https://www.bloomberg.com/news/articles/2025-04-10/retailer-five-below-cancels-orders-amid-us-china-trade-warsref=vuYGislZ https://www.bloomberg.com/news/articles/2025-04-10/retailer-five-below-cancels-orders-amid-us-china-trade-warsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/1910457785000800656)  2025-04-10T22:20Z 431.1K followers, 388.9K engagements


"All around the world people are engaged in difficult labor to produce goods for American consumers. And in exchange they get pieces of paper that we can basically print as many as we want of. And yet some claim that were the ones getting ripped off"  
[X Link](https://x.com/anyuser/status/1910523796978618728)  2025-04-11T02:42Z 431.1K followers, 539.4K engagements


"Why are Wall Street executives getting early alerts from people within the Trump White House about the status of trade negotiations SCOOP: People inside the Trump White House are alerting Wall Street execs they are nearing an agreement in principle on trade with India according to my sources who are senior Wall Street execs w ties to the White House. No details on timing and recall that we have been here SCOOP: People inside the Trump White House are alerting Wall Street execs they are nearing an agreement in principle on trade with India according to my sources who are senior Wall Street"  
[X Link](https://x.com/anyuser/status/1915401226461552799)  2025-04-24T13:43Z 431.1K followers, 659.4K engagements


"@CGasparino If this is true isn't the big story that The White House gives Wall Street executives early heads up on trade negotiations rather than the existence of the deals themselves"  
[X Link](https://x.com/anyuser/status/1915402646388723846)  2025-04-24T13:49Z 431.1K followers, 294.3K engagements


"Your neighbor IS online. He thinks the BRICS are creating a new currency that will soon replace the dollar. He thinks Blackstone owns 60% of single family homes. Hes long Cardano. Your neighbor isn't online. He doesn't think about tariffs (his Honda CR-V only has 80k miles on it.good for another 100k). He doesn't have an opinion on the rating of our sovereign debt. The only "flation" he cares about is shrinkflation. Yet his 401k goes up just the same Your neighbor isn't online. He doesn't think about tariffs (his Honda CR-V only has 80k miles on it.good for another 100k). He doesn't have an"  
[X Link](https://x.com/anyuser/status/1924628519700578480)  2025-05-20T00:49Z 431.1K followers, 436.8K engagements


"*ZOHRAN MAMDANI WINS NYC MAYOR RACE: AP"  
[X Link](https://x.com/TheStalwart/status/1985898818693443839)  2025-11-05T02:35Z 431.1K followers, 937.6K engagements


"Aluminum basically used to cost the same in the US as it did in Europe and Japan. No more. https://www.bloomberg.com/news/articles/2026-01-29/us-aluminum-premium-tops-1-a-pound-for-first-timesref=vuYGislZ https://www.bloomberg.com/news/articles/2026-01-29/us-aluminum-premium-tops-1-a-pound-for-first-timesref=vuYGislZ"  
[X Link](https://x.com/anyuser/status/2016841525439746530)  2026-01-29T11:51Z 431.1K followers, 1M engagements


"Fed Chair Jerome Powell last night invoked the legend of Paul Volcker when it came to rate hikes Volcker of course increased interest rates from 11.2% in [----] to 20% in [--] He was called - Tall Paul for his [--] height Powell is [--] feet tall will this correlation work https://t.co/286LGj29Hn Fed Chair Jerome Powell last night invoked the legend of Paul Volcker when it came to rate hikes Volcker of course increased interest rates from 11.2% in [----] to 20% in [--] He was called - Tall Paul for his [--] height Powell is [--] feet tall will this correlation work https://t.co/286LGj29Hn"  
[X Link](https://x.com/TheStalwart/status/2017258195073249446)  2026-01-30T15:26Z 431.1K followers, 712.7K engagements


"".the move to issue tens of thousands of additional H-2B guest worker visas reflects Mr. Trumps unusual sensitivity to American businesses many of which have been negatively impacted by his tariff policies that insist that they need seasonal foreign workers to stay afloat.""  
[X Link](https://x.com/TheStalwart/status/2017761960125739312)  2026-02-01T00:48Z 431.1K followers, 23.7K engagements


"Indonesia's finance chief attacked a Citi analyst for commenting on the country's budget deficit without having a PhD https://www.bloomberg.com/news/articles/2026-02-03/indonesia-s-finance-minister-blasts-citi-for-budget-deficit-viewsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-03/indonesia-s-finance-minister-blasts-citi-for-budget-deficit-viewsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2018992503333212286)  2026-02-04T10:18Z 431.1K followers, 182.4K engagements


"Value stocks had their best day relative to momentum in over [--] years https://www.bloomberg.com/opinion/newsletters/2026-02-05/value-is-back-in-vogue-but-don-t-write-tech-off-yetsrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/opinion/newsletters/2026-02-05/value-is-back-in-vogue-but-don-t-write-tech-off-yetsrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2019365097853133086)  2026-02-05T10:58Z 431.1K followers, 29.7K engagements


"I basically never update my iPhone software because I don't like change and generally it never seems to matter. But man the new iOS is just incredibly ugly. Might as well switch to Android"  
[X Link](https://x.com/TheStalwart/status/2019437564856242513)  2026-02-05T15:46Z 431.1K followers, 286.2K engagements


"Whoa Futures are signaling Japanese stocks will open just short of the sun this Monday https://t.co/Jzcc6LKIg9 Futures are signaling Japanese stocks will open just short of the sun this Monday https://t.co/Jzcc6LKIg9"  
[X Link](https://x.com/TheStalwart/status/2020647163538080115)  2026-02-08T23:53Z 431.1K followers, 528.8K engagements


""A Bloomberg gauge of global consumer electronics makers is down 10% since the end of September while a basket of memory makers including Samsung Electronics Co. has surged roughly 160%." https://www.bloomberg.com/news/articles/2026-02-09/memory-chip-squeeze-wreaks-havoc-in-markets-with-more-to-comesrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-09/memory-chip-squeeze-wreaks-havoc-in-markets-with-more-to-comesrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2021164768938106931)  2026-02-10T10:10Z 431.1K followers, 12.2K engagements


"Via @5thrule. Non-US equities having one of their best starts of the year over the last four decades"  
[X Link](https://x.com/TheStalwart/status/2021235677963198631)  2026-02-10T14:51Z 431.1K followers, 30.9K engagements


"Bitcoin is sliding again"  
[X Link](https://x.com/TheStalwart/status/2021527406968779119)  2026-02-11T10:11Z 431.1K followers, 25.2K engagements


"10-year yield shooting higher"  
[X Link](https://x.com/TheStalwart/status/2021577756610310397)  2026-02-11T13:31Z 431.1K followers, 22.7K engagements


"Virtually all the employment growth in America once again can be explained by healthcare and social assistance"  
[X Link](https://x.com/TheStalwart/status/2021578382106853629)  2026-02-11T13:33Z 431.1K followers, 557.4K engagements


"@sarthakgh That's right"  
[X Link](https://x.com/TheStalwart/status/2021611648604160152)  2026-02-11T15:45Z 431.1K followers, 13.5K engagements


""Anthropic is nearing the completion of a deal to raise more than $20 billion in a funding round co-led by investors including Peter Thiels Founders Fund D.E. Shaw & Co. and Dragoneer Investment Group." https://www.bloomberg.com/news/articles/2026-02-12/founders-fund-d-e-shaw-dragoneer-among-lead-investors-in-anthropic-dealsrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-12/founders-fund-d-e-shaw-dragoneer-among-lead-investors-in-anthropic-dealsrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2021901676073091244)  2026-02-12T10:58Z 431.1K followers, 103.8K engagements


"The Korean stock market is up over 30% since the start of the year"  
[X Link](https://x.com/TheStalwart/status/2021941428642079048)  2026-02-12T13:36Z 431.1K followers, 58K engagements


"The US is actually doing very well medals-wise. Same total number as Norway"  
[X Link](https://x.com/TheStalwart/status/2021961980186075493)  2026-02-12T14:57Z 431.1K followers, 25.7K engagements


"I'm curious whether @FreightAlley has ever even heard of this company before"  
[X Link](https://x.com/TheStalwart/status/2021995886566682917)  2026-02-12T17:12Z 431.1K followers, 30.5K engagements


"Its the Odd Lots trivia night. Will see you (if you have a ticket) at Drom on Avenue A at 6:30"  
[X Link](https://x.com/TheStalwart/status/2022004220451492185)  2026-02-12T17:45Z 431.1K followers, 12.4K engagements


"GOLD IS A TECH STOCK NOW TOO In today's newsletter I wrote about how for a long time the knock on Bitcoin was that it traded like a tech stock. Well now you can say the same about gold. Sub here to the newsletter https://www.bloomberg.com/account/newsletters/odd-lots https://www.bloomberg.com/account/newsletters/odd-lots"  
[X Link](https://x.com/TheStalwart/status/2022008196756627473)  2026-02-12T18:01Z 431.1K followers, 43.9K engagements


"CPI day tomorrow"  
[X Link](https://x.com/TheStalwart/status/2022012301428359350)  2026-02-12T18:17Z 431.1K followers, 15.7K engagements


"Watching @MattZeitlin talking about his approach to looksmaxxing https://t.co/IJNhI3yzFL https://t.co/IJNhI3yzFL"  
[X Link](https://x.com/TheStalwart/status/2022047398961594418)  2026-02-12T20:37Z 431.1K followers, 24.5K engagements


"This is wild Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last [--] sessions [---] stocks in the S&P [---] have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp"  
[X Link](https://x.com/TheStalwart/status/2022054814595883021)  2026-02-12T21:06Z 431.1K followers, 587.5K engagements


"Guest trivia host Rich Clarida"  
[X Link](https://x.com/TheStalwart/status/2022105999692472408)  2026-02-13T00:30Z 431.1K followers, 15.3K engagements


"5y5y Forward Breakevens saw their fourth biggest drop of the last year yesterday"  
[X Link](https://x.com/TheStalwart/status/2022278253986169297)  2026-02-13T11:54Z 431.1K followers, 17K engagements


"Stocks rallying"  
[X Link](https://x.com/TheStalwart/status/2022302502872326163)  2026-02-13T13:31Z 431.1K followers, [----] engagements


"Big drop in food away from home inflation"  
[X Link](https://x.com/TheStalwart/status/2022303041362301362)  2026-02-13T13:33Z 431.1K followers, [----] engagements


"TBH I'm not surprised by this because according to prediction market companies and regulators they're not in the same industry. *DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS *DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS"  
[X Link](https://x.com/TheStalwart/status/2022307824701669487)  2026-02-13T13:52Z 431.1K followers, 34.9K engagements


"@RyanLEllis @scottlincicome @ettingermentum I'm not a politics guy. Just looking at Canada"  
[X Link](https://x.com/TheStalwart/status/2022308661817708654)  2026-02-13T13:55Z 431.1K followers, [----] engagements


"$IGV turns red"  
[X Link](https://x.com/TheStalwart/status/2022320443886064124)  2026-02-13T14:42Z 431.1K followers, 13.4K engagements


"Best week for $TLT since last April"  
[X Link](https://x.com/TheStalwart/status/2022321718987981127)  2026-02-13T14:47Z 431.1K followers, 17.4K engagements


"$COIN is up 18%. Highest its been since Tuesday"  
[X Link](https://x.com/TheStalwart/status/2022405445412098179)  2026-02-13T20:20Z 431.1K followers, 20.6K engagements


"@Emily_Sundberg I had a lychee highball last night. Im pro a lychee cocktail comeback"  
[X Link](https://x.com/TheStalwart/status/2022678944420422042)  2026-02-14T14:26Z 431.1K followers, 10.1K engagements


"@econcallum True. But GPT was available via the API so forward looking investors might have seen the risks on the horizon"  
[X Link](https://x.com/TheStalwart/status/2022702010273800599)  2026-02-14T15:58Z 431.1K followers, [---] engagements


"Meanwhile continuing claims has risen every single week"  
[X Link](https://x.com/TheStalwart/status/1258374721911033859)  2020-05-07T12:34Z 431.1K followers, [--] engagements


"NEW ODD LOTS: How a professional sports bettor makes $$$. @tracyalloway and I had an amazing chat with @roundrobin42 about his full-time profession betting on sports online. How he finds an edge. How he bets in size. And how the sportsbooks make money. https://www.bloomberg.com/news/articles/2024-05-27/how-professional-sports-gamblers-make-money-online-dnkgsrnd=oddlots&sref=vuYGislZ https://www.bloomberg.com/news/articles/2024-05-27/how-professional-sports-gamblers-make-money-online-dnkgsrnd=oddlots&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/1795041658028937262)  2024-05-27T10:37Z 431.1K followers, 181K engagements


"This was fun as hell. @tracyalloway and I went on @TheCompoundNews and talked about all the stuff with @Downtown and @michaelbatnick. Could've gone [--] or [--] hours more. https://www.youtube.com/watchv=UhpU91veGZg https://www.youtube.com/watchv=UhpU91veGZg"  
[X Link](https://x.com/TheStalwart/status/1999487025507189205)  2025-12-12T14:30Z 431.1K followers, 153.6K engagements


"Wow. Statement signed by the heads of the ECB BoE Riksbank the Danish Nationalbank SNB RBA Boc BoK BCdB BIS *CENTRAL BANKERS: WE STAND IN FULL SOLIDARITY' WITH POWELL *CENTRAL BANKERS: WE STAND IN FULL SOLIDARITY' WITH POWELL"  
[X Link](https://x.com/TheStalwart/status/2011020839215591494)  2026-01-13T10:21Z 431.1K followers, 1.7M engagements


"Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B"  
[X Link](https://x.com/TheStalwart/status/2019517546601542117)  2026-02-05T21:04Z 431.1K followers, 239.4K engagements


"NASDAQ-100 futures red"  
[X Link](https://x.com/TheStalwart/status/2020806033065623952)  2026-02-09T10:24Z 431.1K followers, 27.5K engagements


"A Bloomberg analysis of satellite data shows that much of Cuba has gone dark this year due to the Trump's oil blockade https://www.bloomberg.com/graphics/2026-cuba-oil-supply-power-grid-blackout/sref=vuYGislZ https://www.bloomberg.com/graphics/2026-cuba-oil-supply-power-grid-blackout/sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2022273849878790432)  2026-02-13T11:37Z 431.1K followers, 229.3K engagements

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