[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @bravosresearch Bravos Research Bravos Research is taking an aggressive approach to investing, making large bets with high portfolio concentration. They recently took a position in Alphabet ($GOOGL) and plan to increase it, citing the stock's XX% earnings growth since July 2024. Meanwhile, they are warning about rising housing and credit card debt, and a potentially overvalued market. ### Engagements: XXXXX [#](/creator/twitter::1241704161323954176/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX +27,398% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::1241704161323954176/posts_active)  - X Week XX +9.50% - X Month XX +2,325% - X Months XXX -XX% - X Year XXXXX -XX% ### Followers: XXXXXXX [#](/creator/twitter::1241704161323954176/followers)  - X Week XXXXXXX +0.09% - X Month XXXXXXX +0.17% - X Months XXXXXXX +1.50% - X Year XXXXXXX +15% ### CreatorRank: XXXXXXX [#](/creator/twitter::1241704161323954176/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [technology brands](/list/technology-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [stocks](/list/stocks) XXXX% **Social topic influence** [inflation](/topic/inflation) #416, [yield curve](/topic/yield-curve) #4, [ai](/topic/ai) 4.35%, [liquidity](/topic/liquidity) #597, [money](/topic/money) 2.9%, [economic downturn](/topic/economic-downturn) #24, [tariffs](/topic/tariffs) #1194, [mortgage rate](/topic/mortgage-rate) #78, [momentum](/topic/momentum) 1.45%, [has been](/topic/has-been) XXXX% **Top accounts mentioned or mentioned by** [@viktorobert](/creator/undefined) [@jeremye14577746](/creator/undefined) [@ed_reese](/creator/undefined) [@monetarycomm](/creator/undefined) [@oskarschobes](/creator/undefined) [@deeschay](/creator/undefined) [@emolumntz](/creator/undefined) [@dougn55](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "4/ Today we have X potential scenarios in the present day. Scenario A - Institutions are holding record cash and are waiting for a market crash just like 2001 2009 and 2020. Scenario B - All of this cash is just about to get redeployed leading to a huge liquidity wave unlike anything since the 1920s" [X Link](https://x.com/bravosresearch/status/1998376272653643969) 2025-12-09T12:56Z 297.3K followers, 6588 engagements "9/ When this happens it drains liquidity from the broader economy. As the money that could have been allocated towards expansion R&D or construction ends up in cash because of the high returns. This raises the odds of an economic downturn" [X Link](https://x.com/bravosresearch/status/1998376292627173704) 2025-12-09T12:56Z 297.3K followers, 4181 engagements "12/ Today we've been following the exact same playbook: Cash yields were pushed above inflation in 20222023 Leading to the record cash accumulation Slowing the economic momentum. So far all of this sounds similar to scenario A" [X Link](https://x.com/bravosresearch/status/1998376304857743695) 2025-12-09T12:56Z 297.3K followers, 3336 engagements "Commodity prices are up by XXX% since 2020 But personal income has risen by only XX% This Cost of Living gap is unsustainable A thread 🧵" [X Link](https://x.com/bravosresearch/status/1996930577451106553) 2025-12-05T13:12Z 297.3K followers, 69.2K engagements "11/ The answer becomes clear when breaking the CPI into its different components. Goods inflation has risen partly due to tariffs. But goods are a relatively small share of the CPI and rarely drive the overall inflation rate" [X Link](https://x.com/bravosresearch/status/1996930623227768858) 2025-12-05T13:12Z 297.3K followers, 1117 engagements "13/ This becomes clearer when we look at the inflation-adjusted home prices which have been trending lower for the last X years. Home prices are still well above pre-pandemic levels but the downward trend is whats easing inflation. And for inflation to reaccelerate home prices would need to start rising again which doesnt appear likely right now" [X Link](https://x.com/bravosresearch/status/1996930632740384846) 2025-12-05T13:12Z 297.3K followers, 1072 engagements "14/ This is the average mortgage rate in the US that has been shifted forward by a XXX years. Interest rates have by far the biggest influence on the price of homes. When mortgage rates rise home prices tend to fall about XXX years later. When rates fall home prices rise after XXX years as more people are able to purchase homes" [X Link](https://x.com/bravosresearch/status/1996930637152829732) 2025-12-05T13:12Z 297.3K followers, 1175 engagements "15/ When you invert mortgage rates the relationship becomes almost a mirror image. Todays rates point to continued softness in home prices until at least early 2027. This implies that shelter inflation is unlikely to pick up until mortgage rates decline which hasnt happened yet. But the category that drives significant changes in inflation isnt shelter its energy" [X Link](https://x.com/bravosresearch/status/1996930641628205076) 2025-12-05T13:12Z 297.3K followers, 1149 engagements "16/ Energy is a lot more volatile component of the CPI. Because it depends greatly on the price of oil which has large up and down moves. Thats why the energy component of the CPI can quickly move from -ve to +ve. And unlike core services which move slowly energy impacts everything. If gasoline prices surge transportation manufacturing costs and service prices jumps as a result" [X Link](https://x.com/bravosresearch/status/1996930646501978529) 2025-12-05T13:12Z 297.3K followers, 7416 engagements "3/ These dates mark X of the biggest economic downturns of the last XX years. Coinciding with the X largest stock market crashes of the last XX years. Once these economic and market crashes ended the sidelined cash got reinvested back in the markets. Leading to long periods of economic stability and strong financial markets" [X Link](https://x.com/bravosresearch/status/1998376268295778560) 2025-12-09T12:56Z 297.3K followers, 7067 engagements "8/ Institutions dont hold record amounts of cash because they have some kind of inside information. They make their decision to hold cash based on how attractive cash returns are relative to other assets. When cash is attractive corporations people institutions hoard more cash to get high fixed returns" [X Link](https://x.com/bravosresearch/status/1998376289191829521) 2025-12-09T12:56Z 297.3K followers, 4388 engagements "13/ It seems like we should be on the brink of seeing an economic downturn occur. But if we zoom in a little bit closer we see that the situation is starting to shift. The returns on cash have been falling for a year as the Fed is cutting rates making cash less attractive" [X Link](https://x.com/bravosresearch/status/1998376309211496794) 2025-12-09T12:56Z 297.3K followers, 3171 engagements "14/ Meanwhile inflation has stayed stuck at around X% level. So the once-wide gap between cash yields and inflation is narrowing quickly. Not only that but the Fed is expected to cut rates further toward X% by mid-2026. That could erase the cash yields and inflation gap entirely" [X Link](https://x.com/bravosresearch/status/1998376313434861663) 2025-12-09T12:56Z 297.3K followers, 3079 engagements "14/The AI spenders the big tech names trade at an average PE of XX So that also doesnt resemble a bubble But things start to look far more stretched once we move into the AI implementation category" [X Link](https://x.com/bravosresearch/status/1993003193874497918) 2025-11-24T17:06Z 297.2K followers, 7940 engagements "15/Teslas PE ratio is now XXX and Palantirs is XXX OpenAI still private was recently valued at $XXX billion despite losing money Which essentially makes it infinitely expensive if growth stopped today since investors would never recoup their capital" [X Link](https://x.com/bravosresearch/status/1993003199029297633) 2025-11-24T17:06Z 297.2K followers, 14.9K engagements "2/ The yield curve has officially begun a countdown that will bring the economy to a major turning point in 3-months. You see exactly X year ago the yield curve did what we call a steepening. It came out of one of the longest inversions on record crossing back above the 0-line" [X Link](https://x.com/bravosresearch/status/1995862669971337341) 2025-12-02T14:28Z 297.2K followers, 7314 engagements "19/ You might wonder - Why the Fed doesnt simply stimulate the economy to avoid recession The issue is their dual mandate - Balancing Unemployment and Inflation. A simple way to visualize this is by combining the X metrics" [X Link](https://x.com/bravosresearch/status/1995862724493148509) 2025-12-02T14:28Z 297.2K followers, 2807 engagements "20/ This chart shows the spread between unemployment and inflation. And when we add the Fed's interest rate on top we see how closely the Fed follows this spread when setting their interest rate. When this line gets high it means inflation is running hot with low unemployment so the Fed should raise rates. And when the line is low it means inflation risks are low and the unemployment rate is high so the Fed should lower rates" [X Link](https://x.com/bravosresearch/status/1995862727731134700) 2025-12-02T14:28Z 297.2K followers, 2869 engagements "2/ For the 1st time in over a decade these X lines are moving in opposite directions. This highlights exactly whats wrong with todays economy" [X Link](https://x.com/bravosresearch/status/1996930582128001293) 2025-12-05T13:12Z 297.2K followers, 1581 engagements "3/ The blue line shows the US inflation rate. And the black line shows the index of the price of key commodities like oil wheat natural gas soybeans coffee etc. The commodity prices are roughly XX% higher than before the pandemic while inflation has come back down to 3%" [X Link](https://x.com/bravosresearch/status/1996930587714605135) 2025-12-05T13:12Z 297.2K followers, 1857 engagements "4/ On one hand official data suggests inflation has cooled back down to reasonable levels. On the other the prices of essential raw materials still remain above the pre-2020 levels: - Milk went from $X to $X. - Eggs jumped from $XXXX to $X. - New cars rose from $37000 to $49000. - Avg. home price surged from $320000 to $420000" [X Link](https://x.com/bravosresearch/status/1996930592567390302) 2025-12-05T13:12Z 297.1K followers, 1438 engagements "5/ The inflation rate shown here measures annual price changes. But it doesnt capture the real problem of prices still remaining too high. What concerns most people is that these elevated prices might begin accelerating again. The yearly inflation rate is currently at around 3%" [X Link](https://x.com/bravosresearch/status/1996930597097197656) 2025-12-05T13:12Z 297.2K followers, 1442 engagements "12/ The largest component of the CPI is shelter. Shelter inflation continues to contribute meaningfully to the overall figure and played a major role in keeping inflation elevated over the last X years. But more recently its contribution has gradually declined from the levels that were seen in 2023" [X Link](https://x.com/bravosresearch/status/1996930628328046944) 2025-12-05T13:12Z 297.2K followers, XXX engagements "7/ When the Fed lowers short-term rates below long-term rates policy becomes stimulative and lending is encouraged. When the Fed raises short-term rates above long-term rates policy becomes restrictive the yield curve inverts slowing lending and weighing on the economy. The Fed shifts between stimulative and restrictive policy depending on economic conditions" [X Link](https://x.com/bravosresearch/status/1995862686807327200) 2025-12-02T14:28Z 297.3K followers, 4693 engagements "8/ Now that were on the same page heres why the yield curve is still highly relevant. This chart shows the U.S. unemployment rate since the 1980s alongside the yield curve. Historically theyve moved closely together" [X Link](https://x.com/bravosresearch/status/1995862689919488020) 2025-12-02T14:28Z 297.3K followers, 4320 engagements "10/ When the job market tightens and unemployment is low the Fed shifts toward restrictive policy by raising interest rates. That slows lending cools the economy and often leads to recession. The yield curve reflects this cycle and the relationship remains very much intact today" [X Link](https://x.com/bravosresearch/status/1995862696655552755) 2025-12-02T14:28Z 297.3K followers, 3774 engagements "11/ In 2022 and 2023 the Fed tightened policy because the job market was extremely tight. This inverted the yield curve and weakened the economy which has caused the unemployment rate to rise in 2024 and 2025. In response the Fed began cutting rates which pushed the yield curve into a steepening phase" [X Link](https://x.com/bravosresearch/status/1995862699557982511) 2025-12-02T14:28Z 297.3K followers, 3853 engagements "15/ Initial jobless claims rise when layoffs occur since people file for benefits. The unemployment rate by contrast measures the share of the labor force actively seeking work. They may sound similar but they are not. Unemployment can theoretically rise even without layoffs occurring" [X Link](https://x.com/bravosresearch/status/1995862712853975499) 2025-12-02T14:28Z 297.3K followers, 3129 engagements "16/ For example if companies freeze hiring for an extended period existing unemployed workers remain unemployed while new entrants fail to find jobs. This mechanically lifts the unemployment rate without layoffs. Thats exactly what we believe is happening now. Hiring has been frozen for months but widespread layoffs havent begun" [X Link](https://x.com/bravosresearch/status/1995862715508928936) 2025-12-02T14:28Z 297.3K followers, 3190 engagements "6/ Back in 1971 a similar pattern appeared: Inflation initially cooled stopped at around X% surged into one of the highest inflation waves on record" [X Link](https://x.com/bravosresearch/status/1996930601627078732) 2025-12-05T13:12Z 297.3K followers, 1269 engagements "8/ By the way dont miss the XX% DISCOUNT on our trading membership for Cyber Monday. This gives you access to every trade we make including our exact entry and exit alerts and our entire strategy. View our track record for FREE at:" [X Link](https://x.com/bravosresearch/status/1996930610175397914) 2025-12-05T13:12Z 297.3K followers, 1171 engagements "2/This chart compares the euphoria of the 2025 AI boom with the Bitcoin frenzy of 2017 and the housing bubble of 2005 using Google search trends What stands out are the dates: August 2005 = housing market downturn December 2017 = Bitcoin beginning an XX% drawdown" [X Link](https://x.com/bravosresearch/status/1993003133782708492) 2025-11-24T17:05Z 297.3K followers, 25K engagements "ALERT: Berkshire Hathaways cash position is now almost XX% of their total assets This is a MAJOR warning signal A thread 🧵" [X Link](https://x.com/bravosresearch/status/1993726430539346302) 2025-11-26T16:59Z 297.3K followers, 279.6K engagements "3/ This same pattern showed up in 2020 and was followed by a recession within a year. It also happened in 2007 2001 1989 and even in 1929. Yet here we are in 2025 a year after the steepening with: - No NBER-declared recession. - Stocks near all-time highs. - Real GDP growth at 23%" [X Link](https://x.com/bravosresearch/status/1995862673502945474) 2025-12-02T14:28Z 297.3K followers, 6827 engagements "9/ Gold the most widely recognized hedge against inflation has more than 2X in the last X years. And this is exactly what gold did in 1971. When you put inflation rate on top you see that gold moved sharply higher just before inflation rose from X% to 15%. Many investors consider todays surge in gold as a signal that inflation could potentially rise again" [X Link](https://x.com/bravosresearch/status/1996930614377787644) 2025-12-05T13:12Z 297.3K followers, 1206 engagements "Michael Burry just revealed X MASSIVE short positions tied directly to the AI Bubble The last time we saw something similar was right before the 2008 Financial Crisis This wont end well A thread 🧵" [X Link](https://x.com/bravosresearch/status/1993003128434966898) 2025-11-24T17:05Z 297.3K followers, 315.9K engagements "The yield curve has now been steepening from an inversion This has historically been a very reliable recessionary signal Its pointing to a MAJOR economic turning point in just X months A thread 🧵" [X Link](https://x.com/bravosresearch/status/1995862666511089946) 2025-12-02T14:28Z 297.3K followers, 136.5K engagements "10/ Indeed the most recent inflation report shows that the price of bananas are up X% over the past year beef and veal are up XXXX% and coffee is up by 18.9%. Now Tariffs have likely played a significant role in these massive price increases. But with so many everyday items rising by double digits many are wondering how the official US inflation rate can still sit at just 3%" [X Link](https://x.com/bravosresearch/status/1996930618739818914) 2025-12-05T13:12Z 297.3K followers, 1200 engagements "5/ The US job market has slowed with the recent data showing almost X job growth. The unemployment rate has also increased by X% over the last X year. This is the same pattern we saw during the early stages of the 2001 and 2008 recessions" [X Link](https://x.com/bravosresearch/status/1998376276089044997) 2025-12-09T12:56Z 297.3K followers, 6183 engagements "15/ So cash is quickly going from generating a +ve return on investment to now generating practically X% returns. And this could actually turn cash into potential fuel for the rest of the economy" [X Link](https://x.com/bravosresearch/status/1998376317251948665) 2025-12-09T12:56Z 297.3K followers, 2858 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@bravosresearch Bravos Research
Bravos Research is taking an aggressive approach to investing, making large bets with high portfolio concentration. They recently took a position in Alphabet ($GOOGL) and plan to increase it, citing the stock's XX% earnings growth since July 2024. Meanwhile, they are warning about rising housing and credit card debt, and a potentially overvalued market.
Engagements: XXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +27,398%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX +9.50%
- X Month XX +2,325%
- X Months XXX -XX%
- X Year XXXXX -XX%
Followers: XXXXXXX #
- X Week XXXXXXX +0.09%
- X Month XXXXXXX +0.17%
- X Months XXXXXXX +1.50%
- X Year XXXXXXX +15%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% technology brands XXX% cryptocurrencies XXXX% stocks XXXX%
Social topic influence inflation #416, yield curve #4, ai 4.35%, liquidity #597, money 2.9%, economic downturn #24, tariffs #1194, mortgage rate #78, momentum 1.45%, has been XXXX%
Top accounts mentioned or mentioned by @viktorobert @jeremye14577746 @ed_reese @monetarycomm @oskarschobes @deeschay @emolumntz @dougn55
Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"4/ Today we have X potential scenarios in the present day. Scenario A - Institutions are holding record cash and are waiting for a market crash just like 2001 2009 and 2020. Scenario B - All of this cash is just about to get redeployed leading to a huge liquidity wave unlike anything since the 1920s"
X Link 2025-12-09T12:56Z 297.3K followers, 6588 engagements
"9/ When this happens it drains liquidity from the broader economy. As the money that could have been allocated towards expansion R&D or construction ends up in cash because of the high returns. This raises the odds of an economic downturn"
X Link 2025-12-09T12:56Z 297.3K followers, 4181 engagements
"12/ Today we've been following the exact same playbook: Cash yields were pushed above inflation in 20222023 Leading to the record cash accumulation Slowing the economic momentum. So far all of this sounds similar to scenario A"
X Link 2025-12-09T12:56Z 297.3K followers, 3336 engagements
"Commodity prices are up by XXX% since 2020 But personal income has risen by only XX% This Cost of Living gap is unsustainable A thread 🧵"
X Link 2025-12-05T13:12Z 297.3K followers, 69.2K engagements
"11/ The answer becomes clear when breaking the CPI into its different components. Goods inflation has risen partly due to tariffs. But goods are a relatively small share of the CPI and rarely drive the overall inflation rate"
X Link 2025-12-05T13:12Z 297.3K followers, 1117 engagements
"13/ This becomes clearer when we look at the inflation-adjusted home prices which have been trending lower for the last X years. Home prices are still well above pre-pandemic levels but the downward trend is whats easing inflation. And for inflation to reaccelerate home prices would need to start rising again which doesnt appear likely right now"
X Link 2025-12-05T13:12Z 297.3K followers, 1072 engagements
"14/ This is the average mortgage rate in the US that has been shifted forward by a XXX years. Interest rates have by far the biggest influence on the price of homes. When mortgage rates rise home prices tend to fall about XXX years later. When rates fall home prices rise after XXX years as more people are able to purchase homes"
X Link 2025-12-05T13:12Z 297.3K followers, 1175 engagements
"15/ When you invert mortgage rates the relationship becomes almost a mirror image. Todays rates point to continued softness in home prices until at least early 2027. This implies that shelter inflation is unlikely to pick up until mortgage rates decline which hasnt happened yet. But the category that drives significant changes in inflation isnt shelter its energy"
X Link 2025-12-05T13:12Z 297.3K followers, 1149 engagements
"16/ Energy is a lot more volatile component of the CPI. Because it depends greatly on the price of oil which has large up and down moves. Thats why the energy component of the CPI can quickly move from -ve to +ve. And unlike core services which move slowly energy impacts everything. If gasoline prices surge transportation manufacturing costs and service prices jumps as a result"
X Link 2025-12-05T13:12Z 297.3K followers, 7416 engagements
"3/ These dates mark X of the biggest economic downturns of the last XX years. Coinciding with the X largest stock market crashes of the last XX years. Once these economic and market crashes ended the sidelined cash got reinvested back in the markets. Leading to long periods of economic stability and strong financial markets"
X Link 2025-12-09T12:56Z 297.3K followers, 7067 engagements
"8/ Institutions dont hold record amounts of cash because they have some kind of inside information. They make their decision to hold cash based on how attractive cash returns are relative to other assets. When cash is attractive corporations people institutions hoard more cash to get high fixed returns"
X Link 2025-12-09T12:56Z 297.3K followers, 4388 engagements
"13/ It seems like we should be on the brink of seeing an economic downturn occur. But if we zoom in a little bit closer we see that the situation is starting to shift. The returns on cash have been falling for a year as the Fed is cutting rates making cash less attractive"
X Link 2025-12-09T12:56Z 297.3K followers, 3171 engagements
"14/ Meanwhile inflation has stayed stuck at around X% level. So the once-wide gap between cash yields and inflation is narrowing quickly. Not only that but the Fed is expected to cut rates further toward X% by mid-2026. That could erase the cash yields and inflation gap entirely"
X Link 2025-12-09T12:56Z 297.3K followers, 3079 engagements
"14/The AI spenders the big tech names trade at an average PE of XX So that also doesnt resemble a bubble But things start to look far more stretched once we move into the AI implementation category"
X Link 2025-11-24T17:06Z 297.2K followers, 7940 engagements
"15/Teslas PE ratio is now XXX and Palantirs is XXX OpenAI still private was recently valued at $XXX billion despite losing money Which essentially makes it infinitely expensive if growth stopped today since investors would never recoup their capital"
X Link 2025-11-24T17:06Z 297.2K followers, 14.9K engagements
"2/ The yield curve has officially begun a countdown that will bring the economy to a major turning point in 3-months. You see exactly X year ago the yield curve did what we call a steepening. It came out of one of the longest inversions on record crossing back above the 0-line"
X Link 2025-12-02T14:28Z 297.2K followers, 7314 engagements
"19/ You might wonder - Why the Fed doesnt simply stimulate the economy to avoid recession The issue is their dual mandate - Balancing Unemployment and Inflation. A simple way to visualize this is by combining the X metrics"
X Link 2025-12-02T14:28Z 297.2K followers, 2807 engagements
"20/ This chart shows the spread between unemployment and inflation. And when we add the Fed's interest rate on top we see how closely the Fed follows this spread when setting their interest rate. When this line gets high it means inflation is running hot with low unemployment so the Fed should raise rates. And when the line is low it means inflation risks are low and the unemployment rate is high so the Fed should lower rates"
X Link 2025-12-02T14:28Z 297.2K followers, 2869 engagements
"2/ For the 1st time in over a decade these X lines are moving in opposite directions. This highlights exactly whats wrong with todays economy"
X Link 2025-12-05T13:12Z 297.2K followers, 1581 engagements
"3/ The blue line shows the US inflation rate. And the black line shows the index of the price of key commodities like oil wheat natural gas soybeans coffee etc. The commodity prices are roughly XX% higher than before the pandemic while inflation has come back down to 3%"
X Link 2025-12-05T13:12Z 297.2K followers, 1857 engagements
"4/ On one hand official data suggests inflation has cooled back down to reasonable levels. On the other the prices of essential raw materials still remain above the pre-2020 levels: - Milk went from $X to $X. - Eggs jumped from $XXXX to $X. - New cars rose from $37000 to $49000. - Avg. home price surged from $320000 to $420000"
X Link 2025-12-05T13:12Z 297.1K followers, 1438 engagements
"5/ The inflation rate shown here measures annual price changes. But it doesnt capture the real problem of prices still remaining too high. What concerns most people is that these elevated prices might begin accelerating again. The yearly inflation rate is currently at around 3%"
X Link 2025-12-05T13:12Z 297.2K followers, 1442 engagements
"12/ The largest component of the CPI is shelter. Shelter inflation continues to contribute meaningfully to the overall figure and played a major role in keeping inflation elevated over the last X years. But more recently its contribution has gradually declined from the levels that were seen in 2023"
X Link 2025-12-05T13:12Z 297.2K followers, XXX engagements
"7/ When the Fed lowers short-term rates below long-term rates policy becomes stimulative and lending is encouraged. When the Fed raises short-term rates above long-term rates policy becomes restrictive the yield curve inverts slowing lending and weighing on the economy. The Fed shifts between stimulative and restrictive policy depending on economic conditions"
X Link 2025-12-02T14:28Z 297.3K followers, 4693 engagements
"8/ Now that were on the same page heres why the yield curve is still highly relevant. This chart shows the U.S. unemployment rate since the 1980s alongside the yield curve. Historically theyve moved closely together"
X Link 2025-12-02T14:28Z 297.3K followers, 4320 engagements
"10/ When the job market tightens and unemployment is low the Fed shifts toward restrictive policy by raising interest rates. That slows lending cools the economy and often leads to recession. The yield curve reflects this cycle and the relationship remains very much intact today"
X Link 2025-12-02T14:28Z 297.3K followers, 3774 engagements
"11/ In 2022 and 2023 the Fed tightened policy because the job market was extremely tight. This inverted the yield curve and weakened the economy which has caused the unemployment rate to rise in 2024 and 2025. In response the Fed began cutting rates which pushed the yield curve into a steepening phase"
X Link 2025-12-02T14:28Z 297.3K followers, 3853 engagements
"15/ Initial jobless claims rise when layoffs occur since people file for benefits. The unemployment rate by contrast measures the share of the labor force actively seeking work. They may sound similar but they are not. Unemployment can theoretically rise even without layoffs occurring"
X Link 2025-12-02T14:28Z 297.3K followers, 3129 engagements
"16/ For example if companies freeze hiring for an extended period existing unemployed workers remain unemployed while new entrants fail to find jobs. This mechanically lifts the unemployment rate without layoffs. Thats exactly what we believe is happening now. Hiring has been frozen for months but widespread layoffs havent begun"
X Link 2025-12-02T14:28Z 297.3K followers, 3190 engagements
"6/ Back in 1971 a similar pattern appeared: Inflation initially cooled stopped at around X% surged into one of the highest inflation waves on record"
X Link 2025-12-05T13:12Z 297.3K followers, 1269 engagements
"8/ By the way dont miss the XX% DISCOUNT on our trading membership for Cyber Monday. This gives you access to every trade we make including our exact entry and exit alerts and our entire strategy. View our track record for FREE at:"
X Link 2025-12-05T13:12Z 297.3K followers, 1171 engagements
"2/This chart compares the euphoria of the 2025 AI boom with the Bitcoin frenzy of 2017 and the housing bubble of 2005 using Google search trends What stands out are the dates: August 2005 = housing market downturn December 2017 = Bitcoin beginning an XX% drawdown"
X Link 2025-11-24T17:05Z 297.3K followers, 25K engagements
"ALERT: Berkshire Hathaways cash position is now almost XX% of their total assets This is a MAJOR warning signal A thread 🧵"
X Link 2025-11-26T16:59Z 297.3K followers, 279.6K engagements
"3/ This same pattern showed up in 2020 and was followed by a recession within a year. It also happened in 2007 2001 1989 and even in 1929. Yet here we are in 2025 a year after the steepening with: - No NBER-declared recession. - Stocks near all-time highs. - Real GDP growth at 23%"
X Link 2025-12-02T14:28Z 297.3K followers, 6827 engagements
"9/ Gold the most widely recognized hedge against inflation has more than 2X in the last X years. And this is exactly what gold did in 1971. When you put inflation rate on top you see that gold moved sharply higher just before inflation rose from X% to 15%. Many investors consider todays surge in gold as a signal that inflation could potentially rise again"
X Link 2025-12-05T13:12Z 297.3K followers, 1206 engagements
"Michael Burry just revealed X MASSIVE short positions tied directly to the AI Bubble The last time we saw something similar was right before the 2008 Financial Crisis This wont end well A thread 🧵"
X Link 2025-11-24T17:05Z 297.3K followers, 315.9K engagements
"The yield curve has now been steepening from an inversion This has historically been a very reliable recessionary signal Its pointing to a MAJOR economic turning point in just X months A thread 🧵"
X Link 2025-12-02T14:28Z 297.3K followers, 136.5K engagements
"10/ Indeed the most recent inflation report shows that the price of bananas are up X% over the past year beef and veal are up XXXX% and coffee is up by 18.9%. Now Tariffs have likely played a significant role in these massive price increases. But with so many everyday items rising by double digits many are wondering how the official US inflation rate can still sit at just 3%"
X Link 2025-12-05T13:12Z 297.3K followers, 1200 engagements
"5/ The US job market has slowed with the recent data showing almost X job growth. The unemployment rate has also increased by X% over the last X year. This is the same pattern we saw during the early stages of the 2001 and 2008 recessions"
X Link 2025-12-09T12:56Z 297.3K followers, 6183 engagements
"15/ So cash is quickly going from generating a +ve return on investment to now generating practically X% returns. And this could actually turn cash into potential fuel for the rest of the economy"
X Link 2025-12-09T12:56Z 297.3K followers, 2858 engagements