[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.] #  @halobrief GK GK posts on X about china, tariffs, investment, gdp the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours. ### Engagements: XXX [#](/creator/twitter::1655041983646138369/interactions)  - X Week XXXXX -XX% - X Month XXXXXX +126% - X Months XXXXXXX +163% - X Year XXXXXXX +52% ### Mentions: XX [#](/creator/twitter::1655041983646138369/posts_active)  - X Week XX -XX% - X Month XXX +363% - X Months XXX +7.40% - X Year XXX +124% ### Followers: XXX [#](/creator/twitter::1655041983646138369/followers)  - X Week XXX -XXXX% - X Month XXX +5.10% - X Months XXX +73% - X Year XXX +288% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::1655041983646138369/influencer_rank)  ### Social Influence [#](/creator/twitter::1655041983646138369/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [china](/topic/china) 16.67%, [tariffs](/topic/tariffs) #1945, [investment](/topic/investment) 6.67%, [gdp](/topic/gdp) #436, [gdp growth](/topic/gdp-growth) #220, [trade war](/topic/trade-war) #392, [japan](/topic/japan) 3.33%, [betting](/topic/betting) 3.33%, [exit](/topic/exit) 3.33%, [stocks](/topic/stocks) XXXX% **Top accounts mentioned or mentioned by** [@bradsetser](/creator/undefined) [@nikkeiasia](/creator/undefined) [@ianbremmer](/creator/undefined) [@javierblas](/creator/undefined) [@opinion](/creator/undefined) ### Top Social Posts [#](/creator/twitter::1655041983646138369/posts) --- Top posts by engagements in the last XX hours "The Capital Efficiency Problem (Critical): Chinas ICOR (Incremental Capital-Output Ratio) has risen continuously since the 1990s. It now requires 2-3x more capital per unit of output than the US. For context: Japan in the 1960s achieved XXXX% growth with XXXX% investment/GDP (ICOR 3.2). China in early 2000s needed XXXX% investment for X% growth (ICOR 5.1). Now its worse. Post-2008 government researchers estimated $XXX trillion in wasted investment37% of total investment" [X Link](https://x.com/halobrief/status/1982657438558933000) [@halobrief](/creator/x/halobrief) 2025-10-27T03:55Z XXX followers, XXX engagements "Current investors are NOT betting against the AI bubbletheyre systematically rotating out of peak-valued positions into next-wave beneficiaries replicating the successful hedge fund playbook from 1998-2000 that delivered XXX% quarterly outperformance. Current Strategy Taxonomy Strategy 1: Phase Rotation (Most Common) Approach: Exit highly-valued stocks before peak; reinvest profits into next-wave beneficiaries Targets: Software robotics Asian tech AI infrastructure suppliers Historical Precedent: Hedge funds shed high-priced internet stocks to recycle profits into others before mainstream" [X Link](https://x.com/halobrief/status/1982116471485464913) [@halobrief](/creator/x/halobrief) 2025-10-25T16:06Z XXX followers, XX engagements "OPEC+ is indeed continuing production increases despite oil prices ($64-66/barrel) sitting 30%+ below Saudi Arabias fiscal breakeven ($96/barrel). However theyve already dramatically slowed the pacefrom 547000 bpd monthly increases in September to just 137000 bpd now. OPEC+ is trapped between impossible choices: Keep cutting Lose market share permanently to US/Brazil/Guyana (adding 1.6-2.0 million bpd annually) Keep pumping Drive prices lower widen deficits risk political instability Whats actually happening: Gradual increases continue but at reduced pace Actual delivery is only 50-70% of" [X Link](https://x.com/halobrief/status/1982682756124492122) [@halobrief](/creator/x/halobrief) 2025-10-27T05:36Z XXX followers, XX engagements "F5 Networks confirmed a nation-state intrusion that stole BIG-IP source code and undisclosed vulnerability data. F5 SEC 8-K: intrusion detected August X DOJ authorized delayed disclosure no evidence of tampering with build pipelines NGINX or Distributed Cloud but files with BIG IP source code and undisclosed vulnerability info were taken. F5 customer advisory: confirms theft of BIG IP source code and work-in-progress vulnerability data; some customer configuration files in an engineering knowledge system were exfiltrated. Government and national alerts: CISA and partners warn of imminent risk" [X Link](https://x.com/halobrief/status/1979195776531107914) [@halobrief](/creator/x/halobrief) 2025-10-17T14:40Z XXX followers, XXX engagements "Both nations pursue sophisticated hedging strategies that explain the meetings significance while acknowledging its limitations. Australias Calculus: Canberra cannot abandon a trade relationship representing 9-10% of GDP without severe economic consequences. However it equally cannot abandon US alliance protection given Chinas military trajectory and proximity to critical maritime trade routes. The solution: maximize economic engagement while accelerating military capability development. AUKUS provides the long-term answer to capability gaps while active diplomacy manages near-term risks." [X Link](https://x.com/halobrief/status/1982642463886991564) [@halobrief](/creator/x/halobrief) 2025-10-27T02:56Z XXX followers, XX engagements "US sanctions on Rosneft/Lukoil hit India hard: 1.7M bpd at risk (35% of imports). Reliances Jamnagar refinery runs XX% Russian crudenow scrambling for alternatives. The Math: Lost discount: $5-6/bbl vs Middle East grades Nov XX compliance deadline creates 30-day scramble Brent jumped XXX% on announcement to $66/bbl Indias import bill: +2% annually (manageable but painful) Whats Next: Indian refiners pivoting to Iraq Saudi Brazil West Africa. Technical capability existsIndia processes most diverse crude slate globally. Real friction: higher costs + freight + spot market premiums now at" [X Link](https://x.com/halobrief/status/1982646737366888465) [@halobrief](/creator/x/halobrief) 2025-10-27T03:13Z XXX followers, XXX engagements "The Rebalancing Failure: Growth projections: XXX% (2025-29) XXX% (2030-34) XXX% (2035-39) 2024 consumption contributed just XX% to GDP growth vs XX% pre-COVID norm. To rebalance consumption needs to drive 80-90% of growth for a decade. Current trajectory: Not even close. Meanwhile: Investment likely flat/negative in 2024. Property down XX% (starts) XX% (completions). Q1 2025 saw $57.3B in equity outflows" [X Link](https://x.com/halobrief/status/1982657441096458241) [@halobrief](/creator/x/halobrief) 2025-10-27T03:55Z XXX followers, XX engagements "China can fight the trade war indefinitely through export diversification and cost absorption but cannot win the growth war without fundamental domestic reforms. US tariffs impose friction but lack strategic leverage. The real test is not Washingtons pressure but Beijings willingness to prioritize consumption over production household wealth over state capacity and sustainable growth over political control. Chinese exports growing XXX% despite XX% US decline ASEAN now XX% of exports vs US XX% But: GDP deflator negative X quarters private investment declining FDI collapsing Tactical resilience" [X Link](https://x.com/halobrief/status/1982937667697328607) [@halobrief](/creator/x/halobrief) 2025-10-27T22:29Z XXX followers, XX engagements "Trump-Xi Summit: Framework Deal Masks Deeper Strategic Vulnerabilities US-China negotiators reached a framework agreement in Kuala Lumpur ahead of the October XX bilateral meeting in South Korea suspending threatened XXX% tariffs and delaying Chinas rare earth export controls until December 2026. Markets responded positively with major indices hitting record highs on reduced trade war risk. The framework addresses immediate flashpoints: TikTok ownership transfers to US-controlled entity with Oracle security operations China commits to substantial soybean purchases restoring the $12.8B annual" [X Link](https://x.com/halobrief/status/1982962935522550231) [@halobrief](/creator/x/halobrief) 2025-10-28T00:09Z XXX followers, XX engagements "What the October XX summit will do: The Trump-Xi meeting will formalize agreements already reached rather than negotiate new terms. Expect positive announcements on soybeans fentanyl cooperation and tariff stability. China has not officially confirmed Xis attendance but South Korean officials have confirmed preparations for the meeting" [X Link](https://x.com/halobrief/status/1982975656649486529) [@halobrief](/creator/x/halobrief) 2025-10-28T01:00Z XXX followers, XX engagements "What this doesnt resolve: Technology decoupling continues regardless of trade agreements. US expanded semiconductor export controls on September XX affecting thousands of Chinese companies globally. Chinas rare earth restrictions take full effect December X. These controls apply to foreign-made products using Chinese rare earth technology similar to how US uses the Foreign Direct Product Rule. Taiwan tensions remain. Defense supply chain vulnerabilities persist. Strategic competition continues beneath tactical cooperation" [X Link](https://x.com/halobrief/status/1982975659497455742) [@halobrief](/creator/x/halobrief) 2025-10-28T01:00Z XXX followers, XX engagements "China has weaponized decades of US supply chain offshoring to create a structural dependency that will take 15-20 years to unwind giving Beijing extraordinary leverage in bilateral negotiations during this window - Thucydides Supply Chain Trap. China has leverage but also incentives for restraint. US vulnerability is structural and long-term not immediate crisis" [X Link](https://x.com/halobrief/status/1981833779049062758) [@halobrief](/creator/x/halobrief) 2025-10-24T21:22Z XXX followers, 2189 engagements "Vietnam's electronics manufacturing demonstrates remarkable resilience under Trump tariff regime. Q3 2025 GDP growth hit XXXX% year-over-yearfastest pace in three yearsdespite XX% US tariffs taking effect August X. Electronics exports projected $140-160B for 2025 maintaining position as critical node in global tech supply chains. Tariff evolution shows diplomatic progress. April X Liberation Day announcement threatened XX% rate. August X implementation settled at 20%double the baseline but XX% below initial threat. October 26-27 ASEAN Summit framework agreement maintains XX% while identifying" [X Link](https://x.com/halobrief/status/1983043277835092346) [@halobrief](/creator/x/halobrief) 2025-10-28T05:28Z XXX followers, XX 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.]
@halobrief GK
GK posts on X about china, tariffs, investment, gdp the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.
Engagements: XXX #
- X Week XXXXX -XX%
- X Month XXXXXX +126%
- X Months XXXXXXX +163%
- X Year XXXXXXX +52%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +363%
- X Months XXX +7.40%
- X Year XXX +124%
Followers: XXX #
- X Week XXX -XXXX%
- X Month XXX +5.10%
- X Months XXX +73%
- X Year XXX +288%
CreatorRank: XXXXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXXX% travel destinations XXXX%
Social topic influence china 16.67%, tariffs #1945, investment 6.67%, gdp #436, gdp growth #220, trade war #392, japan 3.33%, betting 3.33%, exit 3.33%, stocks XXXX%
Top accounts mentioned or mentioned by @bradsetser @nikkeiasia @ianbremmer @javierblas @opinion
Top Social Posts #
Top posts by engagements in the last XX hours
"The Capital Efficiency Problem (Critical): Chinas ICOR (Incremental Capital-Output Ratio) has risen continuously since the 1990s. It now requires 2-3x more capital per unit of output than the US. For context: Japan in the 1960s achieved XXXX% growth with XXXX% investment/GDP (ICOR 3.2). China in early 2000s needed XXXX% investment for X% growth (ICOR 5.1). Now its worse. Post-2008 government researchers estimated $XXX trillion in wasted investment37% of total investment"
X Link @halobrief 2025-10-27T03:55Z XXX followers, XXX engagements
"Current investors are NOT betting against the AI bubbletheyre systematically rotating out of peak-valued positions into next-wave beneficiaries replicating the successful hedge fund playbook from 1998-2000 that delivered XXX% quarterly outperformance. Current Strategy Taxonomy Strategy 1: Phase Rotation (Most Common) Approach: Exit highly-valued stocks before peak; reinvest profits into next-wave beneficiaries Targets: Software robotics Asian tech AI infrastructure suppliers Historical Precedent: Hedge funds shed high-priced internet stocks to recycle profits into others before mainstream"
X Link @halobrief 2025-10-25T16:06Z XXX followers, XX engagements
"OPEC+ is indeed continuing production increases despite oil prices ($64-66/barrel) sitting 30%+ below Saudi Arabias fiscal breakeven ($96/barrel). However theyve already dramatically slowed the pacefrom 547000 bpd monthly increases in September to just 137000 bpd now. OPEC+ is trapped between impossible choices: Keep cutting Lose market share permanently to US/Brazil/Guyana (adding 1.6-2.0 million bpd annually) Keep pumping Drive prices lower widen deficits risk political instability Whats actually happening: Gradual increases continue but at reduced pace Actual delivery is only 50-70% of"
X Link @halobrief 2025-10-27T05:36Z XXX followers, XX engagements
"F5 Networks confirmed a nation-state intrusion that stole BIG-IP source code and undisclosed vulnerability data. F5 SEC 8-K: intrusion detected August X DOJ authorized delayed disclosure no evidence of tampering with build pipelines NGINX or Distributed Cloud but files with BIG IP source code and undisclosed vulnerability info were taken. F5 customer advisory: confirms theft of BIG IP source code and work-in-progress vulnerability data; some customer configuration files in an engineering knowledge system were exfiltrated. Government and national alerts: CISA and partners warn of imminent risk"
X Link @halobrief 2025-10-17T14:40Z XXX followers, XXX engagements
"Both nations pursue sophisticated hedging strategies that explain the meetings significance while acknowledging its limitations. Australias Calculus: Canberra cannot abandon a trade relationship representing 9-10% of GDP without severe economic consequences. However it equally cannot abandon US alliance protection given Chinas military trajectory and proximity to critical maritime trade routes. The solution: maximize economic engagement while accelerating military capability development. AUKUS provides the long-term answer to capability gaps while active diplomacy manages near-term risks."
X Link @halobrief 2025-10-27T02:56Z XXX followers, XX engagements
"US sanctions on Rosneft/Lukoil hit India hard: 1.7M bpd at risk (35% of imports). Reliances Jamnagar refinery runs XX% Russian crudenow scrambling for alternatives. The Math: Lost discount: $5-6/bbl vs Middle East grades Nov XX compliance deadline creates 30-day scramble Brent jumped XXX% on announcement to $66/bbl Indias import bill: +2% annually (manageable but painful) Whats Next: Indian refiners pivoting to Iraq Saudi Brazil West Africa. Technical capability existsIndia processes most diverse crude slate globally. Real friction: higher costs + freight + spot market premiums now at"
X Link @halobrief 2025-10-27T03:13Z XXX followers, XXX engagements
"The Rebalancing Failure: Growth projections: XXX% (2025-29) XXX% (2030-34) XXX% (2035-39) 2024 consumption contributed just XX% to GDP growth vs XX% pre-COVID norm. To rebalance consumption needs to drive 80-90% of growth for a decade. Current trajectory: Not even close. Meanwhile: Investment likely flat/negative in 2024. Property down XX% (starts) XX% (completions). Q1 2025 saw $57.3B in equity outflows"
X Link @halobrief 2025-10-27T03:55Z XXX followers, XX engagements
"China can fight the trade war indefinitely through export diversification and cost absorption but cannot win the growth war without fundamental domestic reforms. US tariffs impose friction but lack strategic leverage. The real test is not Washingtons pressure but Beijings willingness to prioritize consumption over production household wealth over state capacity and sustainable growth over political control. Chinese exports growing XXX% despite XX% US decline ASEAN now XX% of exports vs US XX% But: GDP deflator negative X quarters private investment declining FDI collapsing Tactical resilience"
X Link @halobrief 2025-10-27T22:29Z XXX followers, XX engagements
"Trump-Xi Summit: Framework Deal Masks Deeper Strategic Vulnerabilities US-China negotiators reached a framework agreement in Kuala Lumpur ahead of the October XX bilateral meeting in South Korea suspending threatened XXX% tariffs and delaying Chinas rare earth export controls until December 2026. Markets responded positively with major indices hitting record highs on reduced trade war risk. The framework addresses immediate flashpoints: TikTok ownership transfers to US-controlled entity with Oracle security operations China commits to substantial soybean purchases restoring the $12.8B annual"
X Link @halobrief 2025-10-28T00:09Z XXX followers, XX engagements
"What the October XX summit will do: The Trump-Xi meeting will formalize agreements already reached rather than negotiate new terms. Expect positive announcements on soybeans fentanyl cooperation and tariff stability. China has not officially confirmed Xis attendance but South Korean officials have confirmed preparations for the meeting"
X Link @halobrief 2025-10-28T01:00Z XXX followers, XX engagements
"What this doesnt resolve: Technology decoupling continues regardless of trade agreements. US expanded semiconductor export controls on September XX affecting thousands of Chinese companies globally. Chinas rare earth restrictions take full effect December X. These controls apply to foreign-made products using Chinese rare earth technology similar to how US uses the Foreign Direct Product Rule. Taiwan tensions remain. Defense supply chain vulnerabilities persist. Strategic competition continues beneath tactical cooperation"
X Link @halobrief 2025-10-28T01:00Z XXX followers, XX engagements
"China has weaponized decades of US supply chain offshoring to create a structural dependency that will take 15-20 years to unwind giving Beijing extraordinary leverage in bilateral negotiations during this window - Thucydides Supply Chain Trap. China has leverage but also incentives for restraint. US vulnerability is structural and long-term not immediate crisis"
X Link @halobrief 2025-10-24T21:22Z XXX followers, 2189 engagements
"Vietnam's electronics manufacturing demonstrates remarkable resilience under Trump tariff regime. Q3 2025 GDP growth hit XXXX% year-over-yearfastest pace in three yearsdespite XX% US tariffs taking effect August X. Electronics exports projected $140-160B for 2025 maintaining position as critical node in global tech supply chains. Tariff evolution shows diplomatic progress. April X Liberation Day announcement threatened XX% rate. August X implementation settled at 20%double the baseline but XX% below initial threat. October 26-27 ASEAN Summit framework agreement maintains XX% while identifying"
X Link @halobrief 2025-10-28T05:28Z XXX followers, XX engagements