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# ![@mjthomas2 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::260024913.png) @mjthomas2 Justin Thomas

Justin Thomas posts on X about elon musk, money, investment, debt the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: undefined [#](/creator/twitter::260024913/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260024913/c:line/m:interactions.svg)

- [--] Week [---] -13%
- [--] Month [-----] -89%
- [--] Months [------] +46%
- [--] Year [-------] +48%

### Mentions: undefined [#](/creator/twitter::260024913/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260024913/c:line/m:posts_active.svg)

- [--] Week [--] -57%
- [--] Month [--] +31%
- [--] Months [--] -32%
- [--] Year [---] -42%

### Followers: [---] [#](/creator/twitter::260024913/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260024913/c:line/m:followers.svg)

- [--] Week [---] +0.83%
- [--] Month [---] +0.83%
- [--] Months [---] +4.30%
- [--] Year [---] +53%

### CreatorRank: undefined [#](/creator/twitter::260024913/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::260024913/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[pga golfers](/list/pga-golfers)  [finance](/list/finance)  [celebrities](/list/celebrities)  [countries](/list/countries)  [us election](/list/us-election)  [technology brands](/list/technology-brands)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [premier league](/list/premier-league)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[elon musk](/topic/elon-musk), [money](/topic/money), [investment](/topic/investment), [debt](/topic/debt), [inflation](/topic/inflation), [countries](/topic/countries), [tariffs](/topic/tariffs), [gdp](/topic/gdp), [kamalas](/topic/kamalas), [if you](/topic/if-you)

**Top accounts mentioned or mentioned by**
[@jason](/creator/undefined) [@cliffordasness](/creator/undefined) [@claytravis](/creator/undefined) [@elonmusk](/creator/undefined) [@briantylercohen](/creator/undefined) [@loustagner](/creator/undefined) [@nancyafrench](/creator/undefined) [@meninblazers](/creator/undefined) [@billackman](/creator/undefined) [@edkrassen](/creator/undefined) [@rbreich](/creator/undefined) [@cliffmorning](/creator/undefined) [@mindthelongterm](/creator/undefined) [@jonhaidt](/creator/undefined) [@pmarca](/creator/undefined) [@peterboghossian](/creator/undefined) [@gadsaad](/creator/undefined) [@annlesbyphd](/creator/undefined) [@davidafrench](/creator/undefined) [@chamath](/creator/undefined)

**Top assets mentioned**
[inSure (SURE)](/topic/insure) [USELESS COIN (USELESS)](/topic/useless) [Populous (PPT)](/topic/populous) [ORBIT (GRIFT)](/topic/orbit) [Flipcoin (FLIPCOIN)](/topic/flip)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@EdKrassen @MikeDizzll We could massively increase the legal resources to the boarder to make asylum hearings heard within days and both years of arrive. Ship all non legitimate cases directly back if you give folks a court date in [----] they wont be there"  
[X Link](https://x.com/mjthomas2/status/1702076326889279749)  2023-09-13T21:46Z [--] followers, [--] engagements


"@GadSaad Dont want to risk the franchise QB that you pay a bazillion dollars. Hes a very expensive lead blocker"  
[X Link](https://x.com/mjthomas2/status/1703954741472932039)  2023-09-19T02:10Z [--] followers, [--] engagements


"@DavidAFrench Its embarrassing David"  
[X Link](https://x.com/mjthomas2/status/1711824965475901634)  2023-10-10T19:24Z [--] followers, [---] engagements


"@NancyAFrench Truly good news"  
[X Link](https://x.com/mjthomas2/status/1713178338825560424)  2023-10-14T13:01Z [--] followers, [--] engagements


"@JonHaidt Yes - all of this"  
[X Link](https://x.com/mjthomas2/status/1713915845657669736)  2023-10-16T13:52Z [--] followers, [---] engagements


"@KobeissiLetter @nickgerli1 Or the FMV of that real estate is actually meaningfully lower and just not being marked to market 🤔"  
[X Link](https://x.com/mjthomas2/status/1714470078379438485)  2023-10-18T02:34Z [--] followers, [---] engagements


"@prageru Terrorist acts on civilians is bad"  
[X Link](https://x.com/mjthomas2/status/1715363054630699046)  2023-10-20T13:43Z [--] followers, [--] engagements


"@NancyAFrench @Schwarzenegger Franklin is awesome. Ken Moore is going to win. There are fringe weirdos everywhere"  
[X Link](https://x.com/mjthomas2/status/1716078757168005402)  2023-10-22T13:07Z [--] followers, [--] engagements


"@leadlagreport Bond math"  
[X Link](https://x.com/mjthomas2/status/1716191266768138685)  2023-10-22T20:34Z [--] followers, [--] engagements


"@NancyAFrench Fantastic"  
[X Link](https://x.com/mjthomas2/status/1717008240167317920)  2023-10-25T02:40Z [--] followers, [---] engagements


"@prageru Spend your money"  
[X Link](https://x.com/mjthomas2/status/1717730244260499830)  2023-10-27T02:29Z [--] followers, [--] engagements


"@KonstantinKisin Yes This Matt guys tweets are always exaggerated or misleading"  
[X Link](https://x.com/mjthomas2/status/1717858123715645492)  2023-10-27T10:57Z [--] followers, [--] engagements


"@greg_price11 Can we be done with the UN please. Its clearly useless. Unreal. Cant get nation states to denounce the murder of children rape behedings of civilians. Just be done with it"  
[X Link](https://x.com/mjthomas2/status/1718069774754754939)  2023-10-28T00:58Z [--] followers, [--] engagements


"@chamath This is obviously accurate. If you included the present value of social security and any remaining pensions itd be far greater than 12% as well. Progressives dont like to acknowledge progress"  
[X Link](https://x.com/mjthomas2/status/1718076850071834748)  2023-10-28T01:26Z [--] followers, [--] engagements


"@narenms @chamath @makesmethinkof They also all (particularly elite universities) have multi-billion dollar endowments. Endowments have a mandatory 4% distribution for expenses Yet cost of college is rising Why is that. 4% of Harvards $50BB endowment is ya know $2bb/yr mandatory to be spent"  
[X Link](https://x.com/mjthomas2/status/1718318299300376988)  2023-10-28T17:26Z [--] followers, [--] engagements


"@EricAbbenante I am here for Grace&forgiveness for those operating with less than perfect information. What Im not vibing with is the cancelling and social besmirching of those that were called knuckle dragging mouth breather science deniers at the time whom were right. Waiting for the apology"  
[X Link](https://x.com/mjthomas2/status/1718383651811909872)  2023-10-28T21:46Z [--] followers, [--] engagements


"@practicalgolf Gosh this hits hard with me When you show up as a [--]. Your playing partner expects really good golf and sometimes they get it. Other times you just look like a high handicapper Kinda brutal"  
[X Link](https://x.com/mjthomas2/status/1718691531140247592)  2023-10-29T18:09Z [--] followers, [--] engagements


"@RajiniENicholas Shanked cross 😂🤣"  
[X Link](https://x.com/mjthomas2/status/1718700183247045004)  2023-10-29T18:43Z [--] followers, [--] engagements


"@ClayTravis 😉😂🤣"  
[X Link](https://x.com/mjthomas2/status/1718710863593394471)  2023-10-29T19:26Z [--] followers, [---] engagements


"@zar_est Guys Im an American. I love Pulisic but Leao is another level. Very solid attack. Pulisic has his game for sure but Leao is physically dominant"  
[X Link](https://x.com/mjthomas2/status/1718726580250263722)  2023-10-29T20:28Z [--] followers, [--] engagements


"@TicTacTitans Anyone else getting Bledso/Brady vibes"  
[X Link](https://x.com/mjthomas2/status/1718729988973699481)  2023-10-29T20:42Z [--] followers, [--] engagements


"@yaelbt I have been thinking this since Oct. 7th"  
[X Link](https://x.com/mjthomas2/status/1718731318744281577)  2023-10-29T20:47Z [--] followers, [---] engagements


"@NancyAFrench @natebargatze Hilarious Nate is incredible"  
[X Link](https://x.com/mjthomas2/status/1718733226833826085)  2023-10-29T20:55Z [--] followers, [--] engagements


"@puIifc Feels like Pioli going into the locker room after the game saying I need you to cover for me and I wont sub you off at half time again"  
[X Link](https://x.com/mjthomas2/status/1718781894978879750)  2023-10-30T00:08Z [--] followers, [--] engagements


"@bgurley @AndrewYNg Bill - your All In Summit speech [--] out of [--] My young daughters are going to accept whatever the LLMs give them as reified truth. If they pull up the ladder and no new competitors they literally become the ministry of truth"  
[X Link](https://x.com/mjthomas2/status/1719465753424892152)  2023-10-31T21:25Z [--] followers, [---] engagements


"@NancyAFrench Love this We have nightly dance parties"  
[X Link](https://x.com/mjthomas2/status/1721279339013054895)  2023-11-05T21:32Z [--] followers, [--] engagements


"@Jason Interested in this"  
[X Link](https://x.com/mjthomas2/status/1722961376434336217)  2023-11-10T12:56Z [--] followers, [--] engagements


"@RealJamesWoods October [--] was a clearer image but this is a good image as well"  
[X Link](https://x.com/mjthomas2/status/1723326771959927044)  2023-11-11T13:08Z [--] followers, [--] engagements


"@MarioNawfal You are just now starting to believe that they have only been saying it since before October 7"  
[X Link](https://x.com/mjthomas2/status/1723329328996315263)  2023-11-11T13:18Z [--] followers, [--] engagements


"@XVanFleet Wokes or principles are profoundly postmodern: No Such Thing as Objective Truth Everything is power dynamics (People in power arent in power because of competence rather is always an expression of power) They are both wrong but they are confident"  
[X Link](https://x.com/mjthomas2/status/1723354035841859591)  2023-11-11T14:56Z [--] followers, [----] engagements


"@XVanFleet Its the most efficient definition of Anti Science I can come up with"  
[X Link](https://x.com/mjthomas2/status/1723368739901514044)  2023-11-11T15:55Z [--] followers, [--] engagements


"@NUCLRGOLF @ForePlayPod Swing-Crush"  
[X Link](https://x.com/mjthomas2/status/1724193552496824826)  2023-11-13T22:32Z [--] followers, [--] engagements


"@XVanFleet [--] foundational elements to the intersectional left: 1) No such thing as objective truth 2) Everything is about power dynamics The powerful are only powerful as an expression their power not because they are competent. Its profoundly anti-science and Marxist"  
[X Link](https://x.com/mjthomas2/status/1724228800987193631)  2023-11-14T00:52Z [--] followers, [--] engagements


"@JoeBiden Serious question What is the optimal amount of Carbon in PPM in our atmosphere"  
[X Link](https://x.com/mjthomas2/status/1724617376325374451)  2023-11-15T02:36Z [--] followers, [--] engagements


"@larryelder Is this real. Its unimaginable"  
[X Link](https://x.com/mjthomas2/status/1724809656340763035)  2023-11-15T15:20Z [--] followers, [--] engagements


"@GadSaad New heuristic to whether it not you are on the right side. If you think its best if you cover your face to conceal your identity You are not on the right side"  
[X Link](https://x.com/mjthomas2/status/1726007848600010877)  2023-11-18T22:41Z [--] followers, [--] engagements


"@MarinaMedvin I love this guy. Every video is an instant classic"  
[X Link](https://x.com/mjthomas2/status/1726625180540363126)  2023-11-20T15:34Z [--] followers, [--] engagements


"@LouStagner @4golfonline Thats a lot of mediocre golf"  
[X Link](https://x.com/mjthomas2/status/1726722040990994694)  2023-11-20T21:59Z [--] followers, [--] engagements


"@DrEliDavid Brilliant"  
[X Link](https://x.com/mjthomas2/status/1727760893629399304)  2023-11-23T18:47Z [--] followers, [--] engagements


"@BryanTweed16 Country Club of Birmingham West. Absolute banger. Incredible golf course"  
[X Link](https://x.com/mjthomas2/status/1728099750883537298)  2023-11-24T17:14Z [--] followers, [--] engagements


"@prageru Womens Dress sales contractions are a good leading indicator. Women control the HH spending. Generally very pragmatic consumers and place themselves last. Discretionary purchasing on themselves shrinking is a canary in the coal mine"  
[X Link](https://x.com/mjthomas2/status/1728632923962659171)  2023-11-26T04:33Z [--] followers, [--] engagements


"@SecretaryPete Trickledown failed HVAC systems were once a luxury for the affluent Color television was a novelty for the wealthy. Cars were exclusively for the rich. Seems like a lot of things have trickled down for the masses 🤔"  
[X Link](https://x.com/mjthomas2/status/1728795207032881618)  2023-11-26T15:17Z [--] followers, [--] engagements


"@AdamMGrant This checks out"  
[X Link](https://x.com/mjthomas2/status/1728858147396428142)  2023-11-26T19:27Z [--] followers, [--] engagements


"@ChuckCallesto Hell still be Born in the U.S.A"  
[X Link](https://x.com/mjthomas2/status/1728911319196430572)  2023-11-26T22:59Z [--] followers, [--] engagements


"@RoKhanna I'm struggling with this. In the subsequent year following each of the tax cuts above federal tax receipts increased. Overseas wars certainly haven't helped. Not sure what the repercussions should be for flying into Buildings killing [----] civilians. Strongly worded e-mail"  
[X Link](https://x.com/mjthomas2/status/1729950850305413572)  2023-11-29T19:49Z [--] followers, [--] engagements


"@DavidSacks Yes"  
[X Link](https://x.com/mjthomas2/status/1730035073079026125)  2023-11-30T01:24Z [--] followers, [---] engagements


"@GadSaad @elonmusk Most Honey Badger of all the Honey Badgers"  
[X Link](https://x.com/mjthomas2/status/1730420056117391406)  2023-12-01T02:54Z [--] followers, [--] engagements


"@larryelder Also no INCOME TAX"  
[X Link](https://x.com/mjthomas2/status/1730427170864955839)  2023-12-01T03:22Z [--] followers, [---] engagements


"@roybelly I see what you did here and I respect it It was a scream to read"  
[X Link](https://x.com/mjthomas2/status/1731374872780038502)  2023-12-03T18:08Z [--] followers, [--] engagements


"@Jason JCal you are right about this. Id add try to solve big ambitious problems as well"  
[X Link](https://x.com/mjthomas2/status/1731518306564104332)  2023-12-04T03:38Z [--] followers, [--] engagements


"@BridgetPhetasy Its unbelievable. Trump isnt a great guy but god bless. They are now the people with the Tiki Torches"  
[X Link](https://x.com/mjthomas2/status/1731674665528016936)  2023-12-04T13:59Z [--] followers, [--] engagements


"@darrelltalksfi Fixed Income Funds are a durable way to beat a benchmark Sorry for being right. You are all wrong"  
[X Link](https://x.com/mjthomas2/status/1732089514980495826)  2023-12-05T17:28Z [--] followers, [--] engagements


"@CliffordAsness Deeply unsettling. Pretty basic common sense stuff here"  
[X Link](https://x.com/mjthomas2/status/1732220925339185274)  2023-12-06T02:10Z [--] followers, [---] engagements


"@Top100Rick I think they are fixing a non-problem. Scoring averages arent materially down and who really cares if they come down. Golf is hard We dont need to make it harder. (Im open to being presented with data that supports the roll back). Much can be done in setup of the course"  
[X Link](https://x.com/mjthomas2/status/1732440025919340832)  2023-12-06T16:41Z [--] followers, [--] engagements


"@darrelltalksfi Bit of a strawman. Median income isnt the next best alternative to investing in real estate. Its investing in other investments. Be much more interesting chart to compare Real Estate to the S&P500. Median income is going to largely be unchanged after inflation"  
[X Link](https://x.com/mjthomas2/status/1732786827235311617)  2023-12-07T15:39Z [--] followers, [--] engagements


"@golic The world is about baby girls. #girldad"  
[X Link](https://x.com/mjthomas2/status/1733238658482819249)  2023-12-08T21:34Z [--] followers, [--] engagements


"@prageru Post modernism"  
[X Link](https://x.com/mjthomas2/status/1733492201613570066)  2023-12-09T14:22Z [--] followers, [---] engagements


"@MenInBlazers Thats a pen"  
[X Link](https://x.com/mjthomas2/status/1733492491725262854)  2023-12-09T14:23Z [--] followers, [--] engagements


"@pitdesi That is totally messed up. What in the hell is wrong with people"  
[X Link](https://x.com/mjthomas2/status/1733492629294207351)  2023-12-09T14:23Z [--] followers, [--] engagements


"@peterboghossian Trying to stay employed getting caught up on what it exactly was (thanks in large part to Cynical Theories and some of your work). Paying my mortgage"  
[X Link](https://x.com/mjthomas2/status/1733583317646127532)  2023-12-09T20:24Z [--] followers, [--] engagements


"@CliffordAsness The level of financial ignorance in the richest nation on earth is staggering Feels intentional"  
[X Link](https://x.com/mjthomas2/status/1734043649820807575)  2023-12-11T02:53Z [--] followers, [---] engagements


"@McCormickProf @JonHaidt Yuuup"  
[X Link](https://x.com/mjthomas2/status/1734196527558438982)  2023-12-11T13:00Z [--] followers, [---] engagements


"@peterboghossian Many people are listlessly floating through life and were unaware what you are talking about. Others were terrified of it but kept quiet because they wanted to pay their mortgage and felt unprepared to debate the topics. Books like cynical theories and Parasitic Mind helped"  
[X Link](https://x.com/mjthomas2/status/1734321560385679614)  2023-12-11T21:17Z [--] followers, [--] engagements


"@peterboghossian Now there is a momentum shift with a silent majority better prepared to debate it and more secure they wont get fired. It was a fragile environment lined with land mines in corporate America. Silence was (and to some extent still is) disagreement with this ideology"  
[X Link](https://x.com/mjthomas2/status/1734322337942487131)  2023-12-11T21:20Z [--] followers, [--] engagements


"@DavidAFrench Oh my gosh David and Nancy We will pray for her Im very sorry to hear this"  
[X Link](https://x.com/mjthomas2/status/1734420993295143272)  2023-12-12T03:52Z [--] followers, [--] engagements


"@NancyAFrench Nancy I am so sorry to hear this Erika and I will be praying for you. You are up for the fight"  
[X Link](https://x.com/mjthomas2/status/1734421313111089548)  2023-12-12T03:53Z [--] followers, [--] engagements


"@JustLuai This"  
[X Link](https://x.com/mjthomas2/status/1734431912943403377)  2023-12-12T04:36Z [--] followers, [--] engagements


"@ClayTravis 🤣"  
[X Link](https://x.com/mjthomas2/status/1734432278376264086)  2023-12-12T04:37Z [--] followers, [---] engagements


"@Colee_255 100% yes"  
[X Link](https://x.com/mjthomas2/status/1734434219831505399)  2023-12-12T04:45Z [--] followers, [--] engagements


"@__ChrisCote Levis interview - I just want to be 1% less worse than yesterday"  
[X Link](https://x.com/mjthomas2/status/1734434627542978779)  2023-12-12T04:46Z [--] followers, [---] engagements


"@Santoss_CFC @Fortuneke_24 So where are you with Reece right now"  
[X Link](https://x.com/mjthomas2/status/1735281672143200454)  2023-12-14T12:52Z [--] followers, [--] engagements


"@MichaelRStrain @ProSyn Some staggeringly high percent of the population will spend at least [--] years in the 1% of income. Sowells Economic Facts and Fallacies is an excellent book on these matters"  
[X Link](https://x.com/mjthomas2/status/1735333791080616155)  2023-12-14T16:19Z [--] followers, [---] engagements


"@CliffordAsness @MichaelRStrain @AEI A huge number of HHs will spend at least one year in the 1%. Sowells Econikic Facts and Fallacies is an excellent book to illustrate how the framing of such data points"  
[X Link](https://x.com/mjthomas2/status/1735335988757422575)  2023-12-14T16:28Z [--] followers, [--] engagements


"@benrector That was incredible"  
[X Link](https://x.com/mjthomas2/status/1736041524658405577)  2023-12-16T15:12Z [--] followers, [---] engagements


"@MenInBlazers CP its in some good form right now"  
[X Link](https://x.com/mjthomas2/status/1736394140139630594)  2023-12-17T14:33Z [--] followers, [---] engagements


"@PGATOUR I love this event"  
[X Link](https://x.com/mjthomas2/status/1736592283070263615)  2023-12-18T03:40Z [--] followers, [---] engagements


"@Jason Jason I respect you a lot and I am not a huge Trump fan. That said Trump's spending was on a normal trajectory y-o-y until [----] Covid. Substantial spending was a requirement in [----]. What wasn't required was that last stimulus the Biden admin did"  
[X Link](https://x.com/mjthomas2/status/1736837254604099621)  2023-12-18T19:54Z [--] followers, [--] engagements


"@theficouple This says all you need to know. Real Estate is only a good investment if you lever it 20X"  
[X Link](https://x.com/mjthomas2/status/1737489535351546088)  2023-12-20T15:06Z [--] followers, [--] engagements


"@Jason How about make look for relentless cost savings and make it a marketplace. Also intrigued by the value based care model. Tort reform and loser pays could be good ideas. Maybe mandate a high deductible major medical plan. Then optional below that. Single payor is a bad idea"  
[X Link](https://x.com/mjthomas2/status/1737675786578989137)  2023-12-21T03:26Z [--] followers, [--] engagements


"@GolfDigest The Honors Course"  
[X Link](https://x.com/anyuser/status/1738645852640407631)  2023-12-23T19:40Z [--] followers, [--] engagements


"@practicalgolf Many. Fairways and Greens isnt just a saying. Smooth IS fast. Approach shots to the middle of the green. Short putts aggressively lag putts less so. Just to name a few"  
[X Link](https://x.com/mjthomas2/status/1740570972602917185)  2023-12-29T03:10Z [--] followers, [--] engagements


"@AdamMGrant Gosh Id like to be more humble and have that medium shade of things I think I know smaller and closer in size to the things I know"  
[X Link](https://x.com/mjthomas2/status/1741518526731399227)  2023-12-31T17:55Z [--] followers, [--] engagements


"@realchrisrufo Wouldnt it be in the Russians best interest to continue to create division through cultural Marxism Arent you fighting in precisely the opposite direction The Russians and Chinese are pissed you are winning"  
[X Link](https://x.com/anyuser/status/1743302087826419925)  2024-01-05T16:03Z [--] followers, [--] engagements


"@practicalgolf Yeah its just tough to convince yourself of this when you are in a M/G shootout with [--] people waiting for your tee ball in an alt shot"  
[X Link](https://x.com/mjthomas2/status/1743371376398901534)  2024-01-05T20:38Z [--] followers, [---] engagements


"@mcuban It is a math problem Mark. It DOES mean you cant be purely meritocratic. Distributions at their far right tails wont be distributed the way the population is"  
[X Link](https://x.com/anyuser/status/1743373412616032379)  2024-01-05T20:46Z [--] followers, [--] engagements


"@CliffordAsness This is such a difficult challenge to get people to understand. Annual discussion with investment committees"  
[X Link](https://x.com/mjthomas2/status/1743769353797988481)  2024-01-06T22:59Z [--] followers, [---] engagements


"@MenInBlazers I see Bamford went with a new look in 23/24 Helluva strike tho"  
[X Link](https://x.com/anyuser/status/1744022432044765353)  2024-01-07T15:45Z [--] followers, [---] engagements


"@KonstantinKisin How the DEI left argues 1/The point JD Vance was making is that talent isnt distributed evenly Loudly just say ridiculous in a foreign language which I guess is a well framed argument for them. 2/ Only BIPOC people are held to account As if white men are never fired"  
[X Link](https://x.com/mjthomas2/status/1744026362069848460)  2024-01-07T16:01Z [--] followers, [--] engagements


"@MenInBlazers Whooof"  
[X Link](https://x.com/mjthomas2/status/1745952900491194732)  2024-01-12T23:36Z [--] followers, [---] engagements


"@MenInBlazers College football thats targeting [--] yds and a disqualification"  
[X Link](https://x.com/mjthomas2/status/1745953043881795673)  2024-01-12T23:36Z [---] followers, [---] engagements


"@TheDrugMoney Roborock S7 Max Ultra robot vacuum is pretty legit. Wake up every morning and the living room kitchen and dining room floors are clean"  
[X Link](https://x.com/anyuser/status/1746163529177055256)  2024-01-13T13:33Z [--] followers, [--] engagements


"@MenInBlazers Yup thats him"  
[X Link](https://x.com/anyuser/status/1746590737293025770)  2024-01-14T17:50Z [--] followers, [--] engagements


"@ACMatt93 Cant imagine why a winger making a run at the [--] yd box didnt realize the ball played to his feet wasnt intended for him"  
[X Link](https://x.com/anyuser/status/1746632215524467151)  2024-01-14T20:35Z [--] followers, [--] engagements


"@IZCheek As cool as you like Ill just skip this through here"  
[X Link](https://x.com/mjthomas2/status/1746641456620540202)  2024-01-14T21:12Z [--] followers, [--] engagements


"@CliffordAsness I am pretty sympathetic to your view that Private Markets are vol smugglers. Thats said what is your broader critique of private markets I think they have some value"  
[X Link](https://x.com/mjthomas2/status/1748456021175976382)  2024-01-19T21:22Z [--] followers, [---] engagements


"@CliffordAsness Is your view that that is largely just undiscovered beta Strategic capital provides in the VC markets historically have clearly been value added. Is basic view that much of that is provided and realized by the very early stage investors and today I have trepidation around"  
[X Link](https://x.com/mjthomas2/status/1748456111135404452)  2024-01-19T21:23Z [--] followers, [--] engagements


"@CliffordAsness some of these perpetual structures but I do think private markets have a role. Im trying to critically think about them and update my mental model"  
[X Link](https://x.com/anyuser/status/1748456128986419231)  2024-01-19T21:23Z [--] followers, [---] engagements


"@bariweiss @DouglasKMurray You are both a blessing for the west"  
[X Link](https://x.com/mjthomas2/status/1750681075217555836)  2024-01-26T00:44Z [--] followers, [--] engagements


"@ppargolfer I mean its valid to test a players long iron game"  
[X Link](https://x.com/mjthomas2/status/1751643418508304745)  2024-01-28T16:28Z [--] followers, [--] engagements


"@peterboghossian I think we just need to redefine elite. Perhaps it means actual practical research aimed to pursue truth. The Elite institutions dont believe truth is a thing Complete self own by the way. Efficient definition of unscientific - there is no such thing as objective truth"  
[X Link](https://x.com/mjthomas2/status/1751657522698534941)  2024-01-28T17:24Z [--] followers, [--] engagements


"@elonmusk Yes - we need new institutions. They dont have to all be in Texas but sure"  
[X Link](https://x.com/mjthomas2/status/1754156718148202591)  2024-02-04T14:55Z [--] followers, [--] engagements


"@theallinpod To the compensation question discussed - Why hasnt EVA (Economic Value Add) more adopted Business has a broad cost of capital - to apply that as a charge against the equity. Then you have to outperform that bogey. Its intuitive and eliminates this manipulation"  
[X Link](https://x.com/mjthomas2/status/1755047313859334497)  2024-02-07T01:54Z [--] followers, [--] engagements


"@GadSaad Sooo in Canada if a [--] y/o wants to leave the house naked and run directly into traffic it is their right and you better affirm them. This was once a proud Western enlightened country"  
[X Link](https://x.com/mjthomas2/status/1755767521649586457)  2024-02-09T01:36Z [--] followers, [--] engagements


"@libsoftiktok Build new institutions"  
[X Link](https://x.com/mjthomas2/status/1755770473386836226)  2024-02-09T01:47Z [--] followers, [--] engagements


"@jgraveytrain26 Agreed I also think USMNT needs to keep an eye on Dike. Hes physically different. Does need to be healthy"  
[X Link](https://x.com/mjthomas2/status/1756671305674280993)  2024-02-11T13:27Z [--] followers, [---] engagements


"@jimdelisle @CliffordAsness @JSelway3 Serious question - if the GP turned your $1MM into $100+mm over a similar timeframe that the S&P turned that same amount into $35mm and fixed income would have done less than that. Do you care what the GP made in carry and management fee"  
[X Link](https://x.com/mjthomas2/status/1757528183019102688)  2024-02-13T22:12Z [--] followers, [--] engagements


"@ClayTravis But fair share bruh. 🙄"  
[X Link](https://x.com/mjthomas2/status/1757806658799927388)  2024-02-14T16:39Z [--] followers, [--] engagements


"@Tyler_The_Wise @ClayTravis No but we do want the BS narrative of pay your fair share to go away and reflect reality. 1% income makes 21% of pre-tax income and pays 45% of the taxes 2:1 ratio. Significantly higher ratio than every other strata. What is the "fair share" if 2:1 isn't it"  
[X Link](https://x.com/mjthomas2/status/1757807275257872686)  2024-02-14T16:41Z [--] followers, [---] engagements


"@promking2013 @ClayTravis Literally an insane incentive structure you've laid out here. This is the absolute last thing in the world we should do. The single worst idea ever"  
[X Link](https://x.com/mjthomas2/status/1757807690271609259)  2024-02-14T16:43Z [--] followers, [--] engagements


"@jillfrosenfeld @ClayTravis Because it illustrates that 5% of people are paying for nearly everything. If we were to evaluate transfer payments (welfare and support programs) many at the bottom have negative tax rates (ie-they receive payments). I'm not saying that is wrong but we can adjust incentives"  
[X Link](https://x.com/mjthomas2/status/1757808424471928858)  2024-02-14T16:46Z [--] followers, [--] engagements


"@jillfrosenfeld @ClayTravis For example - if someone loses employment they can claim unemployment. However if they get a job they lose that support. Sometimes that support is greater than that job pays. So they have effectively 100% tax to actually work. So what if unemployment benefits stick around"  
[X Link](https://x.com/mjthomas2/status/1757808756757348745)  2024-02-14T16:47Z [--] followers, [--] engagements


"@jillfrosenfeld @ClayTravis For a period of time AFTER you are employed and they go away over the course of a [--] months so that you make a massive bonus for staying employed (ie - double dip for a while)"  
[X Link](https://x.com/mjthomas2/status/1757809017617801667)  2024-02-14T16:48Z [--] followers, [--] engagements


"@scottaxe @widener_troy @puck176 @Gra76691043Rita @ClayTravis I appreciate the sentiment of your perspective. I too want the best for all people. Truth is a significant amount of people at the bottom end up paying negative taxes. We already established than many don't pay any income tax. However many also receive transfer payments"  
[X Link](https://x.com/mjthomas2/status/1757809968252678485)  2024-02-14T16:52Z [--] followers, [---] engagements


"@scottaxe @widener_troy @puck176 @Gra76691043Rita @ClayTravis The notion that someone a $100-$75k is the definition of "challenged" is out of touch. Hell the median income in America is below these figures"  
[X Link](https://x.com/mjthomas2/status/1757810564481339694)  2024-02-14T16:54Z [--] followers, [--] engagements


"@Mark_J_Perry @RyanLEllis @wesbury Mark to your point this data always looks like this. Fair share is a narrative. It's also helpful to include pre-tax income proportion. That 1% makes approx. 21% of pre-tax income and pays 45% of the taxes thats a 2:1 ratio"  
[X Link](https://x.com/mjthomas2/status/1757811007911555285)  2024-02-14T16:56Z [--] followers, [--] engagements


"@BigDlamz @xcsler @MarioNawfal @BillAckman While there is some truth in what you say. In the modern west who is capital and whom is labor. Most labor own stock (which is capital) and most capital (in some form in our system are labor). It is also true that the cost reduction mechanisms associated with competition"  
[X Link](https://x.com/mjthomas2/status/1757854032708727018)  2024-02-14T19:47Z [--] followers, [--] engagements


"@BigDlamz @xcsler @MarioNawfal @BillAckman Are the reasons why HVAC Color TV's Cell Phones Cars and many many other goods/services were once in the past only reserved for the privileged. It's true that those creating value get impossibly wealthy. But the quality of life has trickled down dare I say"  
[X Link](https://x.com/mjthomas2/status/1757854725427298553)  2024-02-14T19:50Z [--] followers, [---] engagements


"@BigDlamz @xcsler @MarioNawfal @BillAckman In the west transactions are not made under duress. Thus implicitly in ALL transactors you are saying me+this good or service - costs is of greater value than me w/o good or service + w/o the cost. We VOLUNTARITY make capital wealthy and they are adding value"  
[X Link](https://x.com/mjthomas2/status/1757855643782861228)  2024-02-14T19:53Z [--] followers, [---] engagements


"@GadSaad Gad - I generally love your perspectives. I think you are objectively wrong on the Beatles The Parasitic Mind is an incredible book though"  
[X Link](https://x.com/mjthomas2/status/1757856040173875511)  2024-02-14T19:55Z [--] followers, [--] engagements


"@biancoresearch Really interesting perspective. Markets are not ready nor priced for cost of capital to remain this high. Im curious on OER and Rental Units. Affordability is so poor no because of high rate or high prices but because of the combination"  
[X Link](https://x.com/mjthomas2/status/1757961003197731008)  2024-02-15T02:52Z [--] followers, [---] engagements


"@biancoresearch Whomever is buying a $10mm building financed at SOFR+350 paying a million in interest + costs and then needs a Cap Rate greater than liquid bonds to make the investment worth it. The math stops mathing. They cant do enough NOI for that to be Positive NPV"  
[X Link](https://x.com/mjthomas2/status/1757961898157285598)  2024-02-15T02:55Z [--] followers, [--] engagements


"@BrandiKruse Correct"  
[X Link](https://x.com/mjthomas2/status/1758962942337311140)  2024-02-17T21:13Z [--] followers, [--] engagements


"@NateAFischer What a clown"  
[X Link](https://x.com/mjthomas2/status/1758964201077321891)  2024-02-17T21:18Z [--] followers, [--] engagements


"@NancyAFrench Hate it in our city"  
[X Link](https://x.com/mjthomas2/status/1759082951470461068)  2024-02-18T05:10Z [--] followers, [---] engagements


"@jordanbpeterson Strong - its hard not to coddle them when you have resources but you are robbing their struggle"  
[X Link](https://x.com/mjthomas2/status/1759599412001505703)  2024-02-19T15:22Z [--] followers, [--] engagements


"@CliffordAsness Why Why is our political class (right and left) hell bent of chaos"  
[X Link](https://x.com/mjthomas2/status/1760828497109405986)  2024-02-23T00:46Z [--] followers, [---] engagements


"@fivefactorcap @CliffordAsness Open boarder and running a person in clear cognitive decline is chaos inducing. Postmodernism in politics (Critical Theory *Applied to Whatever Discipline*) also destabilizing. Redefining words so we can discuss things with the same facts and understanding Yes the left too"  
[X Link](https://x.com/mjthomas2/status/1760850019983184123)  2024-02-23T02:12Z [--] followers, [--] engagements


"@leadlagreport High Yield Issuers dont have significant maturities until [----] and [----] (they were smart enough to extend their duration) in the lower rate regime. I do think spreads could widen but typically blow outs are because they cant roll their debt"  
[X Link](https://x.com/mjthomas2/status/1761525412755071190)  2024-02-24T22:56Z [--] followers, [----] engagements


"@KanekoaTheGreat @DonaldJTrumpJr @JackPosobiec @dbongino @catturd2 @bennyjohnson I wonder how many people shes prosecuted and put in prison with that exact technology as an essential piece of evidence Was it valuable then"  
[X Link](https://x.com/mjthomas2/status/1761531499877216400)  2024-02-24T23:20Z [--] followers, [--] engagements


"@MenInBlazers NIT"  
[X Link](https://x.com/mjthomas2/status/1761772625942962214)  2024-02-25T15:18Z [--] followers, [--] engagements


"@jordanbpeterson So we have a complex system (so complex its measured in PPM and thats just the atmosphere *many other things impact climate). Your null is that a simple linear regression of one very small factor has an R2 greater than [--] Srsly"  
[X Link](https://x.com/mjthomas2/status/1761810646658621944)  2024-02-25T17:49Z [--] followers, [--] engagements


"@AbigailShrier What a joke"  
[X Link](https://x.com/mjthomas2/status/1761845113678901730)  2024-02-25T20:06Z [--] followers, [--] engagements


"@TennisonEddie Shout this loud so the people in the back can hear you"  
[X Link](https://x.com/mjthomas2/status/1766087247953059974)  2024-03-08T13:03Z [--] followers, [--] engagements


"@Rick_Ferri I am sympathetic to both sides of this argument. Participation rates would be significantly lower without advisors convincing todays American to defer consumption to tomorrow (tough sale). Structurally underestimate behavioral impulses (Dalbar study is incredible on this)"  
[X Link](https://x.com/mjthomas2/status/1767617693648130519)  2024-03-12T18:24Z [--] followers, [--] engagements


"@Rick_Ferri So portfolio returns minus 1% to get you in and stay in is better than never getting in by a lot. Not to mention the stress associated with whats enough. Large BDa ability to do financing at preferential rates for businesses. Access to the private markets for many"  
[X Link](https://x.com/mjthomas2/status/1767618137682223177)  2024-03-12T18:26Z [--] followers, [--] engagements


"@Rick_Ferri Lots of reasons to consider an advisor relationship. Individuals can assess whats in their best interest"  
[X Link](https://x.com/mjthomas2/status/1767618352799727944)  2024-03-12T18:27Z [--] followers, [--] engagements


"@benshapiro They dont care about accuracy Ben. Joint life expectancy has increased by newrly [--] yrs since the social security was started. Longevity risk is crushing the west"  
[X Link](https://x.com/mjthomas2/status/1767888569723474154)  2024-03-13T12:20Z [--] followers, [--] engagements


"@AndrewKirbyGolf @NUCLRGOLF Big change for the PGAT to go and strike an agreement with LIV Billy is merely updating his view. When the facts changed he changed his mind"  
[X Link](https://x.com/mjthomas2/status/1767893991729573950)  2024-03-13T12:42Z [--] followers, [---] engagements


"@RobertMSterling - higher rates Q. There is some trust held back for SS. Do these higher rates enable the SS trust fund to extend duration and improve their status Seems the PV of future liabilities decreases in higher rates Im sure Im wrong but been thinking on this"  
[X Link](https://x.com/mjthomas2/status/1767895569760923818)  2024-03-13T12:48Z [--] followers, [--] engagements


"@RobertMSterling unfunded liabilities are a much larger notional number. If Im right then the US fiscal health js better than originally thought"  
[X Link](https://x.com/mjthomas2/status/1767895819980603498)  2024-03-13T12:49Z [--] followers, [--] engagements


"@WallPhace @benshapiro Well. The size of our unfunded liabilities (like SS) are considerable larger in notional size than our Treasury Debt issuance. A promise to pay principle and a promise to pay your population money in the future are essentially the same thing. Promise to pay future $$$.🤔"  
[X Link](https://x.com/mjthomas2/status/1767942000072929661)  2024-03-13T15:53Z [--] followers, [--] engagements


"@Jason Im trying to raise [--] little girls. This book has really given me a lot to think about"  
[X Link](https://x.com/mjthomas2/status/1768816757035196758)  2024-03-16T01:49Z [--] followers, [---] engagements


"@MenInBlazers Bottom 1/3rd in the Championship"  
[X Link](https://x.com/mjthomas2/status/1769907363622822232)  2024-03-19T02:02Z [--] followers, [--] engagements


"@BergsenBri66275 @BartLCunningham @jbullows1 @Ghyan0 @InternetH0F This happened like [--] miles from my house. The driver routinely intimidated cyclists was very familiar with the whole lane policy on the Trace and he fled the scene after the hit. I'm shocked it was only [--] months"  
[X Link](https://x.com/mjthomas2/status/1770153298634457329)  2024-03-19T18:20Z [--] followers, [----] engagements


"@bgurley Excited to listen. Always enjoy your perspective on private markets and tech"  
[X Link](https://x.com/mjthomas2/status/1770995868641988713)  2024-03-22T02:08Z [--] followers, [--] engagements


"@LouStagner According to GHIN you combine two random 9s to submit. Id say yes"  
[X Link](https://x.com/mjthomas2/status/1771526333715144910)  2024-03-23T13:16Z [--] followers, [--] engagements


"@elonmusk Dafuq"  
[X Link](https://x.com/mjthomas2/status/1771718318770077902)  2024-03-24T01:58Z [--] followers, [---] engagements


"@MsTransKafka Nashville"  
[X Link](https://x.com/mjthomas2/status/1771905684545626211)  2024-03-24T14:23Z [--] followers, [--] engagements


"@LouStagner Lou - Im a [---] and every LPGA player and all SEC and PAC-12 womens golfers would drag me in any event ever"  
[X Link](https://x.com/mjthomas2/status/1772022514669043897)  2024-03-24T22:07Z [--] followers, [--] engagements


"@GadSaad @robkhenderson His story is incredible. The concept of luxury beliefs is so visceral. Perfectly articulated for our time"  
[X Link](https://x.com/mjthomas2/status/1772676434227552760)  2024-03-26T17:26Z [--] followers, [--] engagements


"@pmarca @bhorowitz Do you think Tristan Harris concept of longitudinally measuring Perception Gaps could be a model for regulation for AI and Social Media (If your platform causes these gaps to widen subject to regulation)"  
[X Link](https://x.com/mjthomas2/status/1772821665975844981)  2024-03-27T03:03Z [--] followers, [--] engagements


"@pmarca @bhorowitz Essentially making it such that they have to optimize for nuance and understanding and not outrage"  
[X Link](https://x.com/mjthomas2/status/1772822315652489670)  2024-03-27T03:05Z [--] followers, [--] engagements


"@pmarca One of my favorite quotes of his. Of many"  
[X Link](https://x.com/mjthomas2/status/1772849450894921789)  2024-03-27T04:53Z [--] followers, [--] engagements


"@elonmusk 100% accurate"  
[X Link](https://x.com/mjthomas2/status/1773671740108943420)  2024-03-29T11:21Z [--] followers, [--] engagements


"@ppargolfer Learn to have a negative angle of attack"  
[X Link](https://x.com/mjthomas2/status/1773904833629618190)  2024-03-30T02:47Z [--] followers, [--] engagements


"@JonHaidt @JonahDispatch One of my favorite podcasts with one of my favorite intellectuals. Queuing this up now"  
[X Link](https://x.com/mjthomas2/status/1774064477253615911)  2024-03-30T13:21Z [--] followers, [----] engagements


"@MenInBlazers Thats a foul on Anthony Gordon. This was a horrific call"  
[X Link](https://x.com/mjthomas2/status/1774248928424104132)  2024-03-31T01:34Z [--] followers, [--] engagements


"@ClayTravis Moving screen just now uncalled"  
[X Link](https://x.com/mjthomas2/status/1774528222878634423)  2024-03-31T20:04Z [--] followers, [--] engagements


"@gunsnrosesgirl3 Is the Apple Phone applying PEMDAS Multiplying first 50x2 then adding the [--] while the other calculator isnt"  
[X Link](https://x.com/mjthomas2/status/1775133763745333641)  2024-04-02T12:10Z [--] followers, [--] engagements


"@CliffordAsness Just a zero std dev obviously"  
[X Link](https://x.com/mjthomas2/status/1775290635064410203)  2024-04-02T22:34Z [--] followers, [---] engagements


"@JonHaidt @tylercowen Love Tylers style"  
[X Link](https://x.com/mjthomas2/status/1775607727143743774)  2024-04-03T19:34Z [--] followers, [---] engagements


"@jselanikio @JonHaidt @tylercowen Jonah Goldberg pushed a bit as well. Suggesting he was skeptical of univariet solutions. But didnt push as hard as this"  
[X Link](https://x.com/mjthomas2/status/1775608396584010079)  2024-04-03T19:36Z [--] followers, [--] engagements


"@NancyAFrench I know her and they are an incredible family. Ill go today to buy it"  
[X Link](https://x.com/mjthomas2/status/1775892839991554504)  2024-04-04T14:27Z [--] followers, [---] engagements


"@CliffordAsness The news institutions managements primary duty is to keep their credibility. When do the activists step in Thats arguably their fiduciary duty. NYT is in the process of losing its prestigious title as the paper of record (which has existed as long as weve been a country)"  
[X Link](https://x.com/mjthomas2/status/1776052439776391301)  2024-04-05T01:01Z [--] followers, [---] engagements


"@CliffordAsness No longer pursue truth. Many at these organizations dont believe objective truth exists. (Most efficient definition of anti-scientific I can come up with)"  
[X Link](https://x.com/mjthomas2/status/1776052831981560127)  2024-04-05T01:02Z [--] followers, [--] engagements


"@Enzomatic245 @ManagerTactical Cant figure this CFC lot out. Serie A is trash Id give you my entire playbill for Leao tho Pulisic has been as productive an Rafa Doesnt matter hes trash and so is that league. Literally whole argument is inconsistent. Itd fix everything to get Osmeni What"  
[X Link](https://x.com/mjthomas2/status/1776709147859267849)  2024-04-06T20:30Z [--] followers, [---] engagements


"@pmarca How come collectivist ideology didnt just die. The score is running up and yet here we are still discussing it"  
[X Link](https://x.com/mjthomas2/status/1776714204541518019)  2024-04-06T20:50Z [---] followers, [--] engagements


"@Enzomatic245 @ManagerTactical Yes its that or that under Tuchel every attacking player suddenly became shit. Werner leading scorer in Bundesliga trash at CFC. Havertz unreal in Germany Trash at CFC Then suddenly good again 🤔"  
[X Link](https://x.com/mjthomas2/status/1776792242323145182)  2024-04-07T02:00Z [--] followers, [--] engagements


"@LDNFootbalI In"  
[X Link](https://x.com/mjthomas2/status/1777114386911342628)  2024-04-07T23:21Z [--] followers, [--] engagements


"@FrankKhalidUK They will stick with poch. Long term project and thats what Boehly does as an owner. Hes done it with the dodgers and hell do it here. Should note Arteta was close to being sacked worked out. Young team seems to be developing. All is good"  
[X Link](https://x.com/mjthomas2/status/1777552831089713401)  2024-04-09T04:23Z [--] followers, [--] engagements


"@tylercowen @JonHaidt Big fan of both of you and just finished this pod. Tyler you seem to think that social media is just a forum for news for kids and that AI will make that process more efficient. I'm [--] and do use it for news (ie - I found this pod via X) but I am also addicted to doom scrolling"  
[X Link](https://x.com/mjthomas2/status/1777812325665284339)  2024-04-09T21:34Z [--] followers, [--] engagements


"@aztezcan @JonHaidt @tristanharris I love Tristans suggestion of regulations being around longitudinally measuring perception gaps. Essentially optimize for nuance and not outrage. I love that idea"  
[X Link](https://x.com/mjthomas2/status/1778747405413834900)  2024-04-12T11:30Z [--] followers, [--] engagements


"@Santoss_CFC Rudiger is the correct answer. But some solid players on there"  
[X Link](https://x.com/mjthomas2/status/1778765963007086616)  2024-04-12T12:43Z [--] followers, [--] engagements


"@PGATUOR Why is Zach so high on your list I have never been a huge follower of his but dont find him offensive. Seems like a nice enough guy that plods along and raises a family"  
[X Link](https://x.com/mjthomas2/status/1779116261059784851)  2024-04-13T11:55Z [--] followers, [--] engagements


"@TurfgrassZealot This is the thing. Most people on the left and the right have broad agreement on many things. There are some things I disagree with here but there is room for conversation"  
[X Link](https://x.com/mjthomas2/status/1779530720039366989)  2024-04-14T15:22Z [--] followers, [---] engagements


"@MichaelRyanRuiz Im team Pulisic but what has United done to the English golden boy. Mount is crazy solid player"  
[X Link](https://x.com/mjthomas2/status/1780057519945138194)  2024-04-16T02:15Z [--] followers, [---] engagements


"@DanielW8080 @MichaelRyanRuiz Understood but it was prior to the injuries"  
[X Link](https://x.com/mjthomas2/status/1780421345307668647)  2024-04-17T02:21Z [--] followers, [--] engagements


"@biancoresearch Jim this is fascinating. Any thoughts as to why meaningfully higher rates hasnt caused a pause in consumption. Consumers generally elect to defer consumption in situations like this. Either through directly higher borrowing cost or for the wealthy opportunity cost"  
[X Link](https://x.com/mjthomas2/status/1780603050316755152)  2024-04-17T14:23Z [--] followers, [--] engagements


"@bgurley This is such a good question. I dont have the technical knowledge to know if the demand for compute is nearly boundless or if its bounded how many more orders of magnitude more is in demand. 100% annual EPS growth expectations per year for [--] yrs is priced in"  
[X Link](https://x.com/mjthomas2/status/1781715417649537320)  2024-04-20T16:03Z [--] followers, [---] engagements


"@TurfgrassZealot Then of course there is reality. 1% pre-tax income earners (not the middle class) earn 21% of pre-tax income but pay 42% of tax revenues. Also corporations DO pay taxes if they are profitable however they incur large capital expenses to insure they arent profitable"  
[X Link](https://x.com/mjthomas2/status/1781850751028941287)  2024-04-21T01:01Z [--] followers, [---] engagements


"@TurfgrassZealot But thats good for we the people because making a $1bb investment into a big facility ya know creates jobs. Of course the company depreciates that and has $200m in non-cash charges for [--] years wiping away $200mm in income. Then they are always looking for these"  
[X Link](https://x.com/mjthomas2/status/1781851176771739961)  2024-04-21T01:03Z [--] followers, [---] engagements


"@TurfgrassZealot Types of investments to grow and not pay tax and create more jobs"  
[X Link](https://x.com/mjthomas2/status/1781851271848136849)  2024-04-21T01:03Z [--] followers, [---] engagements


"@InternetH0F Incredible Put them in everywhere"  
[X Link](https://x.com/mjthomas2/status/1782140567989711244)  2024-04-21T20:13Z [--] followers, [--] engagements


"@Hilbe If you are pissed at Elons pro-free speech position then you are likely the problem You want to call everything on the right fascist but wanting complete control of the narrative and bottling free speech is patently fascistic"  
[X Link](https://x.com/mjthomas2/status/1782156755331367060)  2024-04-21T21:17Z [--] followers, [--] engagements


"@NancyAFrench @DavidAFrench This is the best news yall"  
[X Link](https://x.com/mjthomas2/status/1782471190159692255)  2024-04-22T18:07Z [--] followers, [--] engagements


"@FrankKhalidUK @ldnwillbeblue Do you remember when he took every attacking player on the team and made them all scared of their shadow and a shell of their former self Great tactician. Builds a team thats very hard to get through but no attacker is going to want to play for him"  
[X Link](https://x.com/mjthomas2/status/1782778257936400439)  2024-04-23T14:27Z [--] followers, [--] engagements


"@ClayTravis I had forgotten much of that. The red card blow back"  
[X Link](https://x.com/mjthomas2/status/1782778591593333204)  2024-04-23T14:28Z [--] followers, [--] engagements


"@GovBillLee @Oracle So exciting Phenomenal news"  
[X Link](https://x.com/mjthomas2/status/1782938615208722926)  2024-04-24T01:04Z [--] followers, [---] engagements


"@MarioNawfal At 44.6% there wouldnt be many gains. Thered be no capital investment"  
[X Link](https://x.com/mjthomas2/status/1783281862107861333)  2024-04-24T23:48Z [--] followers, [---] engagements


"@DavidSacks David - they arent interested in facts or reason. Immunity to facts is also a hallmark of the left. 1% dont pay their fair share. 1% make 21% of pretax total income and pay 42% of the taxes 2:1 ratio (Not including transfer payments - at which point itd be more)"  
[X Link](https://x.com/mjthomas2/status/1783645513339818398)  2024-04-25T23:53Z [--] followers, [--] engagements


"@ConceptualJames Perhaps that currency you are sending should become a construct Since the knowledge you are gaining is"  
[X Link](https://x.com/mjthomas2/status/1783675313253232908)  2024-04-26T01:51Z [--] followers, [--] engagements


"@MomAngtrades Unpopular but true. You can tell because we continue to give our money to them at an arms length because we value the good or service they provide more than what we spend for it"  
[X Link](https://x.com/mjthomas2/status/1783676063316385916)  2024-04-26T01:54Z [--] followers, [--] engagements


"@JoePopulista @MomAngtrades Gosh what would have happened to Amazon TSLA and everyone else if those banks hadnt lent money. Investment bankers hadnt gotten them permanent equity capital Oh we wouldnt have those businesses"  
[X Link](https://x.com/mjthomas2/status/1783676612589867515)  2024-04-26T01:56Z [---] followers, [--] engagements


"@EdKrassen 70s were a train wreck. Reagan and bush made an investable environment that solved it. Clinton enjoyed the fruits of that labor and a peace dividend. Clinton also passed the CRA which everyone should own a home which is massively accretive to GDP until the debt of mortgages"  
[X Link](https://x.com/mjthomas2/status/1784936294818230318)  2024-04-29T13:22Z [--] followers, [--] engagements


"@EdKrassen That cant be afforded blows up in the biggest credit event that Clinton started (correction of all that inflated real estate pops creating a recession under Bush). Obama rescued an economy that had a time bomb explode on it by inheriting recently repriced assets"  
[X Link](https://x.com/mjthomas2/status/1784936711505461317)  2024-04-29T13:24Z [--] followers, [--] engagements


"@EdKrassen The recovery would have been significantly faster but he RAISED cap gains and taxes (which dissuades capital investment and job creation). Trump massively accelerated the growth simply by expansionary fiscal policy. Then covid occurs. You act like thats run of the mill spendi"  
[X Link](https://x.com/mjthomas2/status/1784937055904043160)  2024-04-29T13:25Z [--] followers, [--] engagements


"@EdKrassen Biden gets the post Covid recovery"  
[X Link](https://x.com/mjthomas2/status/1784937115010085331)  2024-04-29T13:25Z [--] followers, [--] engagements


"@EdKrassen %change data is a very misleading way to illustrate things. (Dare I say its one of the reasons media is losing credibility). Percent Change = New #-Old#/Old#. Its a denominator effect and it confuse people and makes smart people talk math to people (I think this is the point)"  
[X Link](https://x.com/mjthomas2/status/1785649601757732946)  2024-05-01T12:36Z [--] followers, [--] engagements


"@EdKrassen If there were 110k crimes in [--] and 100k in [--] (110-100/100=10% increase). But only 108k on [--] (108-110)/110 that is a 1.8% decrease but considerably higher than [--] (100 v 108). Intentionally misleading. Its what media does"  
[X Link](https://x.com/mjthomas2/status/1785650447719583825)  2024-05-01T12:40Z [--] followers, [--] engagements


"@EdKrassen This is a common math trick media and the left use. Biden best job creator ever [----] Trump - 3mm unemployed [----] Trump [--] mm unemployed (we shut the world down). Biden [----] [--] mm unemployed (greatest creator of jobs ever). Lies and deceptive"  
[X Link](https://x.com/mjthomas2/status/1785651214992003485)  2024-05-01T12:43Z [--] followers, [--] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@mjthomas2 Avatar @mjthomas2 Justin Thomas

Justin Thomas posts on X about elon musk, money, investment, debt the most. They currently have [---] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

Engagements: undefined #

Engagements Line Chart

  • [--] Week [---] -13%
  • [--] Month [-----] -89%
  • [--] Months [------] +46%
  • [--] Year [-------] +48%

Mentions: undefined #

Mentions Line Chart

  • [--] Week [--] -57%
  • [--] Month [--] +31%
  • [--] Months [--] -32%
  • [--] Year [---] -42%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] +0.83%
  • [--] Month [---] +0.83%
  • [--] Months [---] +4.30%
  • [--] Year [---] +53%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence pga golfers finance celebrities countries us election technology brands stocks travel destinations premier league automotive brands

Social topic influence elon musk, money, investment, debt, inflation, countries, tariffs, gdp, kamalas, if you

Top accounts mentioned or mentioned by @jason @cliffordasness @claytravis @elonmusk @briantylercohen @loustagner @nancyafrench @meninblazers @billackman @edkrassen @rbreich @cliffmorning @mindthelongterm @jonhaidt @pmarca @peterboghossian @gadsaad @annlesbyphd @davidafrench @chamath

Top assets mentioned inSure (SURE) USELESS COIN (USELESS) Populous (PPT) ORBIT (GRIFT) Flipcoin (FLIPCOIN)

Top Social Posts

Top posts by engagements in the last [--] hours

"@EdKrassen @MikeDizzll We could massively increase the legal resources to the boarder to make asylum hearings heard within days and both years of arrive. Ship all non legitimate cases directly back if you give folks a court date in [----] they wont be there"
X Link 2023-09-13T21:46Z [--] followers, [--] engagements

"@GadSaad Dont want to risk the franchise QB that you pay a bazillion dollars. Hes a very expensive lead blocker"
X Link 2023-09-19T02:10Z [--] followers, [--] engagements

"@DavidAFrench Its embarrassing David"
X Link 2023-10-10T19:24Z [--] followers, [---] engagements

"@NancyAFrench Truly good news"
X Link 2023-10-14T13:01Z [--] followers, [--] engagements

"@JonHaidt Yes - all of this"
X Link 2023-10-16T13:52Z [--] followers, [---] engagements

"@KobeissiLetter @nickgerli1 Or the FMV of that real estate is actually meaningfully lower and just not being marked to market 🤔"
X Link 2023-10-18T02:34Z [--] followers, [---] engagements

"@prageru Terrorist acts on civilians is bad"
X Link 2023-10-20T13:43Z [--] followers, [--] engagements

"@NancyAFrench @Schwarzenegger Franklin is awesome. Ken Moore is going to win. There are fringe weirdos everywhere"
X Link 2023-10-22T13:07Z [--] followers, [--] engagements

"@leadlagreport Bond math"
X Link 2023-10-22T20:34Z [--] followers, [--] engagements

"@NancyAFrench Fantastic"
X Link 2023-10-25T02:40Z [--] followers, [---] engagements

"@prageru Spend your money"
X Link 2023-10-27T02:29Z [--] followers, [--] engagements

"@KonstantinKisin Yes This Matt guys tweets are always exaggerated or misleading"
X Link 2023-10-27T10:57Z [--] followers, [--] engagements

"@greg_price11 Can we be done with the UN please. Its clearly useless. Unreal. Cant get nation states to denounce the murder of children rape behedings of civilians. Just be done with it"
X Link 2023-10-28T00:58Z [--] followers, [--] engagements

"@chamath This is obviously accurate. If you included the present value of social security and any remaining pensions itd be far greater than 12% as well. Progressives dont like to acknowledge progress"
X Link 2023-10-28T01:26Z [--] followers, [--] engagements

"@narenms @chamath @makesmethinkof They also all (particularly elite universities) have multi-billion dollar endowments. Endowments have a mandatory 4% distribution for expenses Yet cost of college is rising Why is that. 4% of Harvards $50BB endowment is ya know $2bb/yr mandatory to be spent"
X Link 2023-10-28T17:26Z [--] followers, [--] engagements

"@EricAbbenante I am here for Grace&forgiveness for those operating with less than perfect information. What Im not vibing with is the cancelling and social besmirching of those that were called knuckle dragging mouth breather science deniers at the time whom were right. Waiting for the apology"
X Link 2023-10-28T21:46Z [--] followers, [--] engagements

"@practicalgolf Gosh this hits hard with me When you show up as a [--]. Your playing partner expects really good golf and sometimes they get it. Other times you just look like a high handicapper Kinda brutal"
X Link 2023-10-29T18:09Z [--] followers, [--] engagements

"@RajiniENicholas Shanked cross 😂🤣"
X Link 2023-10-29T18:43Z [--] followers, [--] engagements

"@ClayTravis 😉😂🤣"
X Link 2023-10-29T19:26Z [--] followers, [---] engagements

"@zar_est Guys Im an American. I love Pulisic but Leao is another level. Very solid attack. Pulisic has his game for sure but Leao is physically dominant"
X Link 2023-10-29T20:28Z [--] followers, [--] engagements

"@TicTacTitans Anyone else getting Bledso/Brady vibes"
X Link 2023-10-29T20:42Z [--] followers, [--] engagements

"@yaelbt I have been thinking this since Oct. 7th"
X Link 2023-10-29T20:47Z [--] followers, [---] engagements

"@NancyAFrench @natebargatze Hilarious Nate is incredible"
X Link 2023-10-29T20:55Z [--] followers, [--] engagements

"@puIifc Feels like Pioli going into the locker room after the game saying I need you to cover for me and I wont sub you off at half time again"
X Link 2023-10-30T00:08Z [--] followers, [--] engagements

"@bgurley @AndrewYNg Bill - your All In Summit speech [--] out of [--] My young daughters are going to accept whatever the LLMs give them as reified truth. If they pull up the ladder and no new competitors they literally become the ministry of truth"
X Link 2023-10-31T21:25Z [--] followers, [---] engagements

"@NancyAFrench Love this We have nightly dance parties"
X Link 2023-11-05T21:32Z [--] followers, [--] engagements

"@Jason Interested in this"
X Link 2023-11-10T12:56Z [--] followers, [--] engagements

"@RealJamesWoods October [--] was a clearer image but this is a good image as well"
X Link 2023-11-11T13:08Z [--] followers, [--] engagements

"@MarioNawfal You are just now starting to believe that they have only been saying it since before October 7"
X Link 2023-11-11T13:18Z [--] followers, [--] engagements

"@XVanFleet Wokes or principles are profoundly postmodern: No Such Thing as Objective Truth Everything is power dynamics (People in power arent in power because of competence rather is always an expression of power) They are both wrong but they are confident"
X Link 2023-11-11T14:56Z [--] followers, [----] engagements

"@XVanFleet Its the most efficient definition of Anti Science I can come up with"
X Link 2023-11-11T15:55Z [--] followers, [--] engagements

"@NUCLRGOLF @ForePlayPod Swing-Crush"
X Link 2023-11-13T22:32Z [--] followers, [--] engagements

"@XVanFleet [--] foundational elements to the intersectional left: 1) No such thing as objective truth 2) Everything is about power dynamics The powerful are only powerful as an expression their power not because they are competent. Its profoundly anti-science and Marxist"
X Link 2023-11-14T00:52Z [--] followers, [--] engagements

"@JoeBiden Serious question What is the optimal amount of Carbon in PPM in our atmosphere"
X Link 2023-11-15T02:36Z [--] followers, [--] engagements

"@larryelder Is this real. Its unimaginable"
X Link 2023-11-15T15:20Z [--] followers, [--] engagements

"@GadSaad New heuristic to whether it not you are on the right side. If you think its best if you cover your face to conceal your identity You are not on the right side"
X Link 2023-11-18T22:41Z [--] followers, [--] engagements

"@MarinaMedvin I love this guy. Every video is an instant classic"
X Link 2023-11-20T15:34Z [--] followers, [--] engagements

"@LouStagner @4golfonline Thats a lot of mediocre golf"
X Link 2023-11-20T21:59Z [--] followers, [--] engagements

"@DrEliDavid Brilliant"
X Link 2023-11-23T18:47Z [--] followers, [--] engagements

"@BryanTweed16 Country Club of Birmingham West. Absolute banger. Incredible golf course"
X Link 2023-11-24T17:14Z [--] followers, [--] engagements

"@prageru Womens Dress sales contractions are a good leading indicator. Women control the HH spending. Generally very pragmatic consumers and place themselves last. Discretionary purchasing on themselves shrinking is a canary in the coal mine"
X Link 2023-11-26T04:33Z [--] followers, [--] engagements

"@SecretaryPete Trickledown failed HVAC systems were once a luxury for the affluent Color television was a novelty for the wealthy. Cars were exclusively for the rich. Seems like a lot of things have trickled down for the masses 🤔"
X Link 2023-11-26T15:17Z [--] followers, [--] engagements

"@AdamMGrant This checks out"
X Link 2023-11-26T19:27Z [--] followers, [--] engagements

"@ChuckCallesto Hell still be Born in the U.S.A"
X Link 2023-11-26T22:59Z [--] followers, [--] engagements

"@RoKhanna I'm struggling with this. In the subsequent year following each of the tax cuts above federal tax receipts increased. Overseas wars certainly haven't helped. Not sure what the repercussions should be for flying into Buildings killing [----] civilians. Strongly worded e-mail"
X Link 2023-11-29T19:49Z [--] followers, [--] engagements

"@DavidSacks Yes"
X Link 2023-11-30T01:24Z [--] followers, [---] engagements

"@GadSaad @elonmusk Most Honey Badger of all the Honey Badgers"
X Link 2023-12-01T02:54Z [--] followers, [--] engagements

"@larryelder Also no INCOME TAX"
X Link 2023-12-01T03:22Z [--] followers, [---] engagements

"@roybelly I see what you did here and I respect it It was a scream to read"
X Link 2023-12-03T18:08Z [--] followers, [--] engagements

"@Jason JCal you are right about this. Id add try to solve big ambitious problems as well"
X Link 2023-12-04T03:38Z [--] followers, [--] engagements

"@BridgetPhetasy Its unbelievable. Trump isnt a great guy but god bless. They are now the people with the Tiki Torches"
X Link 2023-12-04T13:59Z [--] followers, [--] engagements

"@darrelltalksfi Fixed Income Funds are a durable way to beat a benchmark Sorry for being right. You are all wrong"
X Link 2023-12-05T17:28Z [--] followers, [--] engagements

"@CliffordAsness Deeply unsettling. Pretty basic common sense stuff here"
X Link 2023-12-06T02:10Z [--] followers, [---] engagements

"@Top100Rick I think they are fixing a non-problem. Scoring averages arent materially down and who really cares if they come down. Golf is hard We dont need to make it harder. (Im open to being presented with data that supports the roll back). Much can be done in setup of the course"
X Link 2023-12-06T16:41Z [--] followers, [--] engagements

"@darrelltalksfi Bit of a strawman. Median income isnt the next best alternative to investing in real estate. Its investing in other investments. Be much more interesting chart to compare Real Estate to the S&P500. Median income is going to largely be unchanged after inflation"
X Link 2023-12-07T15:39Z [--] followers, [--] engagements

"@golic The world is about baby girls. #girldad"
X Link 2023-12-08T21:34Z [--] followers, [--] engagements

"@prageru Post modernism"
X Link 2023-12-09T14:22Z [--] followers, [---] engagements

"@MenInBlazers Thats a pen"
X Link 2023-12-09T14:23Z [--] followers, [--] engagements

"@pitdesi That is totally messed up. What in the hell is wrong with people"
X Link 2023-12-09T14:23Z [--] followers, [--] engagements

"@peterboghossian Trying to stay employed getting caught up on what it exactly was (thanks in large part to Cynical Theories and some of your work). Paying my mortgage"
X Link 2023-12-09T20:24Z [--] followers, [--] engagements

"@CliffordAsness The level of financial ignorance in the richest nation on earth is staggering Feels intentional"
X Link 2023-12-11T02:53Z [--] followers, [---] engagements

"@McCormickProf @JonHaidt Yuuup"
X Link 2023-12-11T13:00Z [--] followers, [---] engagements

"@peterboghossian Many people are listlessly floating through life and were unaware what you are talking about. Others were terrified of it but kept quiet because they wanted to pay their mortgage and felt unprepared to debate the topics. Books like cynical theories and Parasitic Mind helped"
X Link 2023-12-11T21:17Z [--] followers, [--] engagements

"@peterboghossian Now there is a momentum shift with a silent majority better prepared to debate it and more secure they wont get fired. It was a fragile environment lined with land mines in corporate America. Silence was (and to some extent still is) disagreement with this ideology"
X Link 2023-12-11T21:20Z [--] followers, [--] engagements

"@DavidAFrench Oh my gosh David and Nancy We will pray for her Im very sorry to hear this"
X Link 2023-12-12T03:52Z [--] followers, [--] engagements

"@NancyAFrench Nancy I am so sorry to hear this Erika and I will be praying for you. You are up for the fight"
X Link 2023-12-12T03:53Z [--] followers, [--] engagements

"@JustLuai This"
X Link 2023-12-12T04:36Z [--] followers, [--] engagements

"@ClayTravis 🤣"
X Link 2023-12-12T04:37Z [--] followers, [---] engagements

"@Colee_255 100% yes"
X Link 2023-12-12T04:45Z [--] followers, [--] engagements

"@__ChrisCote Levis interview - I just want to be 1% less worse than yesterday"
X Link 2023-12-12T04:46Z [--] followers, [---] engagements

"@Santoss_CFC @Fortuneke_24 So where are you with Reece right now"
X Link 2023-12-14T12:52Z [--] followers, [--] engagements

"@MichaelRStrain @ProSyn Some staggeringly high percent of the population will spend at least [--] years in the 1% of income. Sowells Economic Facts and Fallacies is an excellent book on these matters"
X Link 2023-12-14T16:19Z [--] followers, [---] engagements

"@CliffordAsness @MichaelRStrain @AEI A huge number of HHs will spend at least one year in the 1%. Sowells Econikic Facts and Fallacies is an excellent book to illustrate how the framing of such data points"
X Link 2023-12-14T16:28Z [--] followers, [--] engagements

"@benrector That was incredible"
X Link 2023-12-16T15:12Z [--] followers, [---] engagements

"@MenInBlazers CP its in some good form right now"
X Link 2023-12-17T14:33Z [--] followers, [---] engagements

"@PGATOUR I love this event"
X Link 2023-12-18T03:40Z [--] followers, [---] engagements

"@Jason Jason I respect you a lot and I am not a huge Trump fan. That said Trump's spending was on a normal trajectory y-o-y until [----] Covid. Substantial spending was a requirement in [----]. What wasn't required was that last stimulus the Biden admin did"
X Link 2023-12-18T19:54Z [--] followers, [--] engagements

"@theficouple This says all you need to know. Real Estate is only a good investment if you lever it 20X"
X Link 2023-12-20T15:06Z [--] followers, [--] engagements

"@Jason How about make look for relentless cost savings and make it a marketplace. Also intrigued by the value based care model. Tort reform and loser pays could be good ideas. Maybe mandate a high deductible major medical plan. Then optional below that. Single payor is a bad idea"
X Link 2023-12-21T03:26Z [--] followers, [--] engagements

"@GolfDigest The Honors Course"
X Link 2023-12-23T19:40Z [--] followers, [--] engagements

"@practicalgolf Many. Fairways and Greens isnt just a saying. Smooth IS fast. Approach shots to the middle of the green. Short putts aggressively lag putts less so. Just to name a few"
X Link 2023-12-29T03:10Z [--] followers, [--] engagements

"@AdamMGrant Gosh Id like to be more humble and have that medium shade of things I think I know smaller and closer in size to the things I know"
X Link 2023-12-31T17:55Z [--] followers, [--] engagements

"@realchrisrufo Wouldnt it be in the Russians best interest to continue to create division through cultural Marxism Arent you fighting in precisely the opposite direction The Russians and Chinese are pissed you are winning"
X Link 2024-01-05T16:03Z [--] followers, [--] engagements

"@practicalgolf Yeah its just tough to convince yourself of this when you are in a M/G shootout with [--] people waiting for your tee ball in an alt shot"
X Link 2024-01-05T20:38Z [--] followers, [---] engagements

"@mcuban It is a math problem Mark. It DOES mean you cant be purely meritocratic. Distributions at their far right tails wont be distributed the way the population is"
X Link 2024-01-05T20:46Z [--] followers, [--] engagements

"@CliffordAsness This is such a difficult challenge to get people to understand. Annual discussion with investment committees"
X Link 2024-01-06T22:59Z [--] followers, [---] engagements

"@MenInBlazers I see Bamford went with a new look in 23/24 Helluva strike tho"
X Link 2024-01-07T15:45Z [--] followers, [---] engagements

"@KonstantinKisin How the DEI left argues 1/The point JD Vance was making is that talent isnt distributed evenly Loudly just say ridiculous in a foreign language which I guess is a well framed argument for them. 2/ Only BIPOC people are held to account As if white men are never fired"
X Link 2024-01-07T16:01Z [--] followers, [--] engagements

"@MenInBlazers Whooof"
X Link 2024-01-12T23:36Z [--] followers, [---] engagements

"@MenInBlazers College football thats targeting [--] yds and a disqualification"
X Link 2024-01-12T23:36Z [---] followers, [---] engagements

"@TheDrugMoney Roborock S7 Max Ultra robot vacuum is pretty legit. Wake up every morning and the living room kitchen and dining room floors are clean"
X Link 2024-01-13T13:33Z [--] followers, [--] engagements

"@MenInBlazers Yup thats him"
X Link 2024-01-14T17:50Z [--] followers, [--] engagements

"@ACMatt93 Cant imagine why a winger making a run at the [--] yd box didnt realize the ball played to his feet wasnt intended for him"
X Link 2024-01-14T20:35Z [--] followers, [--] engagements

"@IZCheek As cool as you like Ill just skip this through here"
X Link 2024-01-14T21:12Z [--] followers, [--] engagements

"@CliffordAsness I am pretty sympathetic to your view that Private Markets are vol smugglers. Thats said what is your broader critique of private markets I think they have some value"
X Link 2024-01-19T21:22Z [--] followers, [---] engagements

"@CliffordAsness Is your view that that is largely just undiscovered beta Strategic capital provides in the VC markets historically have clearly been value added. Is basic view that much of that is provided and realized by the very early stage investors and today I have trepidation around"
X Link 2024-01-19T21:23Z [--] followers, [--] engagements

"@CliffordAsness some of these perpetual structures but I do think private markets have a role. Im trying to critically think about them and update my mental model"
X Link 2024-01-19T21:23Z [--] followers, [---] engagements

"@bariweiss @DouglasKMurray You are both a blessing for the west"
X Link 2024-01-26T00:44Z [--] followers, [--] engagements

"@ppargolfer I mean its valid to test a players long iron game"
X Link 2024-01-28T16:28Z [--] followers, [--] engagements

"@peterboghossian I think we just need to redefine elite. Perhaps it means actual practical research aimed to pursue truth. The Elite institutions dont believe truth is a thing Complete self own by the way. Efficient definition of unscientific - there is no such thing as objective truth"
X Link 2024-01-28T17:24Z [--] followers, [--] engagements

"@elonmusk Yes - we need new institutions. They dont have to all be in Texas but sure"
X Link 2024-02-04T14:55Z [--] followers, [--] engagements

"@theallinpod To the compensation question discussed - Why hasnt EVA (Economic Value Add) more adopted Business has a broad cost of capital - to apply that as a charge against the equity. Then you have to outperform that bogey. Its intuitive and eliminates this manipulation"
X Link 2024-02-07T01:54Z [--] followers, [--] engagements

"@GadSaad Sooo in Canada if a [--] y/o wants to leave the house naked and run directly into traffic it is their right and you better affirm them. This was once a proud Western enlightened country"
X Link 2024-02-09T01:36Z [--] followers, [--] engagements

"@libsoftiktok Build new institutions"
X Link 2024-02-09T01:47Z [--] followers, [--] engagements

"@jgraveytrain26 Agreed I also think USMNT needs to keep an eye on Dike. Hes physically different. Does need to be healthy"
X Link 2024-02-11T13:27Z [--] followers, [---] engagements

"@jimdelisle @CliffordAsness @JSelway3 Serious question - if the GP turned your $1MM into $100+mm over a similar timeframe that the S&P turned that same amount into $35mm and fixed income would have done less than that. Do you care what the GP made in carry and management fee"
X Link 2024-02-13T22:12Z [--] followers, [--] engagements

"@ClayTravis But fair share bruh. 🙄"
X Link 2024-02-14T16:39Z [--] followers, [--] engagements

"@Tyler_The_Wise @ClayTravis No but we do want the BS narrative of pay your fair share to go away and reflect reality. 1% income makes 21% of pre-tax income and pays 45% of the taxes 2:1 ratio. Significantly higher ratio than every other strata. What is the "fair share" if 2:1 isn't it"
X Link 2024-02-14T16:41Z [--] followers, [---] engagements

"@promking2013 @ClayTravis Literally an insane incentive structure you've laid out here. This is the absolute last thing in the world we should do. The single worst idea ever"
X Link 2024-02-14T16:43Z [--] followers, [--] engagements

"@jillfrosenfeld @ClayTravis Because it illustrates that 5% of people are paying for nearly everything. If we were to evaluate transfer payments (welfare and support programs) many at the bottom have negative tax rates (ie-they receive payments). I'm not saying that is wrong but we can adjust incentives"
X Link 2024-02-14T16:46Z [--] followers, [--] engagements

"@jillfrosenfeld @ClayTravis For example - if someone loses employment they can claim unemployment. However if they get a job they lose that support. Sometimes that support is greater than that job pays. So they have effectively 100% tax to actually work. So what if unemployment benefits stick around"
X Link 2024-02-14T16:47Z [--] followers, [--] engagements

"@jillfrosenfeld @ClayTravis For a period of time AFTER you are employed and they go away over the course of a [--] months so that you make a massive bonus for staying employed (ie - double dip for a while)"
X Link 2024-02-14T16:48Z [--] followers, [--] engagements

"@scottaxe @widener_troy @puck176 @Gra76691043Rita @ClayTravis I appreciate the sentiment of your perspective. I too want the best for all people. Truth is a significant amount of people at the bottom end up paying negative taxes. We already established than many don't pay any income tax. However many also receive transfer payments"
X Link 2024-02-14T16:52Z [--] followers, [---] engagements

"@scottaxe @widener_troy @puck176 @Gra76691043Rita @ClayTravis The notion that someone a $100-$75k is the definition of "challenged" is out of touch. Hell the median income in America is below these figures"
X Link 2024-02-14T16:54Z [--] followers, [--] engagements

"@Mark_J_Perry @RyanLEllis @wesbury Mark to your point this data always looks like this. Fair share is a narrative. It's also helpful to include pre-tax income proportion. That 1% makes approx. 21% of pre-tax income and pays 45% of the taxes thats a 2:1 ratio"
X Link 2024-02-14T16:56Z [--] followers, [--] engagements

"@BigDlamz @xcsler @MarioNawfal @BillAckman While there is some truth in what you say. In the modern west who is capital and whom is labor. Most labor own stock (which is capital) and most capital (in some form in our system are labor). It is also true that the cost reduction mechanisms associated with competition"
X Link 2024-02-14T19:47Z [--] followers, [--] engagements

"@BigDlamz @xcsler @MarioNawfal @BillAckman Are the reasons why HVAC Color TV's Cell Phones Cars and many many other goods/services were once in the past only reserved for the privileged. It's true that those creating value get impossibly wealthy. But the quality of life has trickled down dare I say"
X Link 2024-02-14T19:50Z [--] followers, [---] engagements

"@BigDlamz @xcsler @MarioNawfal @BillAckman In the west transactions are not made under duress. Thus implicitly in ALL transactors you are saying me+this good or service - costs is of greater value than me w/o good or service + w/o the cost. We VOLUNTARITY make capital wealthy and they are adding value"
X Link 2024-02-14T19:53Z [--] followers, [---] engagements

"@GadSaad Gad - I generally love your perspectives. I think you are objectively wrong on the Beatles The Parasitic Mind is an incredible book though"
X Link 2024-02-14T19:55Z [--] followers, [--] engagements

"@biancoresearch Really interesting perspective. Markets are not ready nor priced for cost of capital to remain this high. Im curious on OER and Rental Units. Affordability is so poor no because of high rate or high prices but because of the combination"
X Link 2024-02-15T02:52Z [--] followers, [---] engagements

"@biancoresearch Whomever is buying a $10mm building financed at SOFR+350 paying a million in interest + costs and then needs a Cap Rate greater than liquid bonds to make the investment worth it. The math stops mathing. They cant do enough NOI for that to be Positive NPV"
X Link 2024-02-15T02:55Z [--] followers, [--] engagements

"@BrandiKruse Correct"
X Link 2024-02-17T21:13Z [--] followers, [--] engagements

"@NateAFischer What a clown"
X Link 2024-02-17T21:18Z [--] followers, [--] engagements

"@NancyAFrench Hate it in our city"
X Link 2024-02-18T05:10Z [--] followers, [---] engagements

"@jordanbpeterson Strong - its hard not to coddle them when you have resources but you are robbing their struggle"
X Link 2024-02-19T15:22Z [--] followers, [--] engagements

"@CliffordAsness Why Why is our political class (right and left) hell bent of chaos"
X Link 2024-02-23T00:46Z [--] followers, [---] engagements

"@fivefactorcap @CliffordAsness Open boarder and running a person in clear cognitive decline is chaos inducing. Postmodernism in politics (Critical Theory Applied to Whatever Discipline) also destabilizing. Redefining words so we can discuss things with the same facts and understanding Yes the left too"
X Link 2024-02-23T02:12Z [--] followers, [--] engagements

"@leadlagreport High Yield Issuers dont have significant maturities until [----] and [----] (they were smart enough to extend their duration) in the lower rate regime. I do think spreads could widen but typically blow outs are because they cant roll their debt"
X Link 2024-02-24T22:56Z [--] followers, [----] engagements

"@KanekoaTheGreat @DonaldJTrumpJr @JackPosobiec @dbongino @catturd2 @bennyjohnson I wonder how many people shes prosecuted and put in prison with that exact technology as an essential piece of evidence Was it valuable then"
X Link 2024-02-24T23:20Z [--] followers, [--] engagements

"@MenInBlazers NIT"
X Link 2024-02-25T15:18Z [--] followers, [--] engagements

"@jordanbpeterson So we have a complex system (so complex its measured in PPM and thats just the atmosphere *many other things impact climate). Your null is that a simple linear regression of one very small factor has an R2 greater than [--] Srsly"
X Link 2024-02-25T17:49Z [--] followers, [--] engagements

"@AbigailShrier What a joke"
X Link 2024-02-25T20:06Z [--] followers, [--] engagements

"@TennisonEddie Shout this loud so the people in the back can hear you"
X Link 2024-03-08T13:03Z [--] followers, [--] engagements

"@Rick_Ferri I am sympathetic to both sides of this argument. Participation rates would be significantly lower without advisors convincing todays American to defer consumption to tomorrow (tough sale). Structurally underestimate behavioral impulses (Dalbar study is incredible on this)"
X Link 2024-03-12T18:24Z [--] followers, [--] engagements

"@Rick_Ferri So portfolio returns minus 1% to get you in and stay in is better than never getting in by a lot. Not to mention the stress associated with whats enough. Large BDa ability to do financing at preferential rates for businesses. Access to the private markets for many"
X Link 2024-03-12T18:26Z [--] followers, [--] engagements

"@Rick_Ferri Lots of reasons to consider an advisor relationship. Individuals can assess whats in their best interest"
X Link 2024-03-12T18:27Z [--] followers, [--] engagements

"@benshapiro They dont care about accuracy Ben. Joint life expectancy has increased by newrly [--] yrs since the social security was started. Longevity risk is crushing the west"
X Link 2024-03-13T12:20Z [--] followers, [--] engagements

"@AndrewKirbyGolf @NUCLRGOLF Big change for the PGAT to go and strike an agreement with LIV Billy is merely updating his view. When the facts changed he changed his mind"
X Link 2024-03-13T12:42Z [--] followers, [---] engagements

"@RobertMSterling - higher rates Q. There is some trust held back for SS. Do these higher rates enable the SS trust fund to extend duration and improve their status Seems the PV of future liabilities decreases in higher rates Im sure Im wrong but been thinking on this"
X Link 2024-03-13T12:48Z [--] followers, [--] engagements

"@RobertMSterling unfunded liabilities are a much larger notional number. If Im right then the US fiscal health js better than originally thought"
X Link 2024-03-13T12:49Z [--] followers, [--] engagements

"@WallPhace @benshapiro Well. The size of our unfunded liabilities (like SS) are considerable larger in notional size than our Treasury Debt issuance. A promise to pay principle and a promise to pay your population money in the future are essentially the same thing. Promise to pay future $$$.🤔"
X Link 2024-03-13T15:53Z [--] followers, [--] engagements

"@Jason Im trying to raise [--] little girls. This book has really given me a lot to think about"
X Link 2024-03-16T01:49Z [--] followers, [---] engagements

"@MenInBlazers Bottom 1/3rd in the Championship"
X Link 2024-03-19T02:02Z [--] followers, [--] engagements

"@BergsenBri66275 @BartLCunningham @jbullows1 @Ghyan0 @InternetH0F This happened like [--] miles from my house. The driver routinely intimidated cyclists was very familiar with the whole lane policy on the Trace and he fled the scene after the hit. I'm shocked it was only [--] months"
X Link 2024-03-19T18:20Z [--] followers, [----] engagements

"@bgurley Excited to listen. Always enjoy your perspective on private markets and tech"
X Link 2024-03-22T02:08Z [--] followers, [--] engagements

"@LouStagner According to GHIN you combine two random 9s to submit. Id say yes"
X Link 2024-03-23T13:16Z [--] followers, [--] engagements

"@elonmusk Dafuq"
X Link 2024-03-24T01:58Z [--] followers, [---] engagements

"@MsTransKafka Nashville"
X Link 2024-03-24T14:23Z [--] followers, [--] engagements

"@LouStagner Lou - Im a [---] and every LPGA player and all SEC and PAC-12 womens golfers would drag me in any event ever"
X Link 2024-03-24T22:07Z [--] followers, [--] engagements

"@GadSaad @robkhenderson His story is incredible. The concept of luxury beliefs is so visceral. Perfectly articulated for our time"
X Link 2024-03-26T17:26Z [--] followers, [--] engagements

"@pmarca @bhorowitz Do you think Tristan Harris concept of longitudinally measuring Perception Gaps could be a model for regulation for AI and Social Media (If your platform causes these gaps to widen subject to regulation)"
X Link 2024-03-27T03:03Z [--] followers, [--] engagements

"@pmarca @bhorowitz Essentially making it such that they have to optimize for nuance and understanding and not outrage"
X Link 2024-03-27T03:05Z [--] followers, [--] engagements

"@pmarca One of my favorite quotes of his. Of many"
X Link 2024-03-27T04:53Z [--] followers, [--] engagements

"@elonmusk 100% accurate"
X Link 2024-03-29T11:21Z [--] followers, [--] engagements

"@ppargolfer Learn to have a negative angle of attack"
X Link 2024-03-30T02:47Z [--] followers, [--] engagements

"@JonHaidt @JonahDispatch One of my favorite podcasts with one of my favorite intellectuals. Queuing this up now"
X Link 2024-03-30T13:21Z [--] followers, [----] engagements

"@MenInBlazers Thats a foul on Anthony Gordon. This was a horrific call"
X Link 2024-03-31T01:34Z [--] followers, [--] engagements

"@ClayTravis Moving screen just now uncalled"
X Link 2024-03-31T20:04Z [--] followers, [--] engagements

"@gunsnrosesgirl3 Is the Apple Phone applying PEMDAS Multiplying first 50x2 then adding the [--] while the other calculator isnt"
X Link 2024-04-02T12:10Z [--] followers, [--] engagements

"@CliffordAsness Just a zero std dev obviously"
X Link 2024-04-02T22:34Z [--] followers, [---] engagements

"@JonHaidt @tylercowen Love Tylers style"
X Link 2024-04-03T19:34Z [--] followers, [---] engagements

"@jselanikio @JonHaidt @tylercowen Jonah Goldberg pushed a bit as well. Suggesting he was skeptical of univariet solutions. But didnt push as hard as this"
X Link 2024-04-03T19:36Z [--] followers, [--] engagements

"@NancyAFrench I know her and they are an incredible family. Ill go today to buy it"
X Link 2024-04-04T14:27Z [--] followers, [---] engagements

"@CliffordAsness The news institutions managements primary duty is to keep their credibility. When do the activists step in Thats arguably their fiduciary duty. NYT is in the process of losing its prestigious title as the paper of record (which has existed as long as weve been a country)"
X Link 2024-04-05T01:01Z [--] followers, [---] engagements

"@CliffordAsness No longer pursue truth. Many at these organizations dont believe objective truth exists. (Most efficient definition of anti-scientific I can come up with)"
X Link 2024-04-05T01:02Z [--] followers, [--] engagements

"@Enzomatic245 @ManagerTactical Cant figure this CFC lot out. Serie A is trash Id give you my entire playbill for Leao tho Pulisic has been as productive an Rafa Doesnt matter hes trash and so is that league. Literally whole argument is inconsistent. Itd fix everything to get Osmeni What"
X Link 2024-04-06T20:30Z [--] followers, [---] engagements

"@pmarca How come collectivist ideology didnt just die. The score is running up and yet here we are still discussing it"
X Link 2024-04-06T20:50Z [---] followers, [--] engagements

"@Enzomatic245 @ManagerTactical Yes its that or that under Tuchel every attacking player suddenly became shit. Werner leading scorer in Bundesliga trash at CFC. Havertz unreal in Germany Trash at CFC Then suddenly good again 🤔"
X Link 2024-04-07T02:00Z [--] followers, [--] engagements

"@LDNFootbalI In"
X Link 2024-04-07T23:21Z [--] followers, [--] engagements

"@FrankKhalidUK They will stick with poch. Long term project and thats what Boehly does as an owner. Hes done it with the dodgers and hell do it here. Should note Arteta was close to being sacked worked out. Young team seems to be developing. All is good"
X Link 2024-04-09T04:23Z [--] followers, [--] engagements

"@tylercowen @JonHaidt Big fan of both of you and just finished this pod. Tyler you seem to think that social media is just a forum for news for kids and that AI will make that process more efficient. I'm [--] and do use it for news (ie - I found this pod via X) but I am also addicted to doom scrolling"
X Link 2024-04-09T21:34Z [--] followers, [--] engagements

"@aztezcan @JonHaidt @tristanharris I love Tristans suggestion of regulations being around longitudinally measuring perception gaps. Essentially optimize for nuance and not outrage. I love that idea"
X Link 2024-04-12T11:30Z [--] followers, [--] engagements

"@Santoss_CFC Rudiger is the correct answer. But some solid players on there"
X Link 2024-04-12T12:43Z [--] followers, [--] engagements

"@PGATUOR Why is Zach so high on your list I have never been a huge follower of his but dont find him offensive. Seems like a nice enough guy that plods along and raises a family"
X Link 2024-04-13T11:55Z [--] followers, [--] engagements

"@TurfgrassZealot This is the thing. Most people on the left and the right have broad agreement on many things. There are some things I disagree with here but there is room for conversation"
X Link 2024-04-14T15:22Z [--] followers, [---] engagements

"@MichaelRyanRuiz Im team Pulisic but what has United done to the English golden boy. Mount is crazy solid player"
X Link 2024-04-16T02:15Z [--] followers, [---] engagements

"@DanielW8080 @MichaelRyanRuiz Understood but it was prior to the injuries"
X Link 2024-04-17T02:21Z [--] followers, [--] engagements

"@biancoresearch Jim this is fascinating. Any thoughts as to why meaningfully higher rates hasnt caused a pause in consumption. Consumers generally elect to defer consumption in situations like this. Either through directly higher borrowing cost or for the wealthy opportunity cost"
X Link 2024-04-17T14:23Z [--] followers, [--] engagements

"@bgurley This is such a good question. I dont have the technical knowledge to know if the demand for compute is nearly boundless or if its bounded how many more orders of magnitude more is in demand. 100% annual EPS growth expectations per year for [--] yrs is priced in"
X Link 2024-04-20T16:03Z [--] followers, [---] engagements

"@TurfgrassZealot Then of course there is reality. 1% pre-tax income earners (not the middle class) earn 21% of pre-tax income but pay 42% of tax revenues. Also corporations DO pay taxes if they are profitable however they incur large capital expenses to insure they arent profitable"
X Link 2024-04-21T01:01Z [--] followers, [---] engagements

"@TurfgrassZealot But thats good for we the people because making a $1bb investment into a big facility ya know creates jobs. Of course the company depreciates that and has $200m in non-cash charges for [--] years wiping away $200mm in income. Then they are always looking for these"
X Link 2024-04-21T01:03Z [--] followers, [---] engagements

"@TurfgrassZealot Types of investments to grow and not pay tax and create more jobs"
X Link 2024-04-21T01:03Z [--] followers, [---] engagements

"@InternetH0F Incredible Put them in everywhere"
X Link 2024-04-21T20:13Z [--] followers, [--] engagements

"@Hilbe If you are pissed at Elons pro-free speech position then you are likely the problem You want to call everything on the right fascist but wanting complete control of the narrative and bottling free speech is patently fascistic"
X Link 2024-04-21T21:17Z [--] followers, [--] engagements

"@NancyAFrench @DavidAFrench This is the best news yall"
X Link 2024-04-22T18:07Z [--] followers, [--] engagements

"@FrankKhalidUK @ldnwillbeblue Do you remember when he took every attacking player on the team and made them all scared of their shadow and a shell of their former self Great tactician. Builds a team thats very hard to get through but no attacker is going to want to play for him"
X Link 2024-04-23T14:27Z [--] followers, [--] engagements

"@ClayTravis I had forgotten much of that. The red card blow back"
X Link 2024-04-23T14:28Z [--] followers, [--] engagements

"@GovBillLee @Oracle So exciting Phenomenal news"
X Link 2024-04-24T01:04Z [--] followers, [---] engagements

"@MarioNawfal At 44.6% there wouldnt be many gains. Thered be no capital investment"
X Link 2024-04-24T23:48Z [--] followers, [---] engagements

"@DavidSacks David - they arent interested in facts or reason. Immunity to facts is also a hallmark of the left. 1% dont pay their fair share. 1% make 21% of pretax total income and pay 42% of the taxes 2:1 ratio (Not including transfer payments - at which point itd be more)"
X Link 2024-04-25T23:53Z [--] followers, [--] engagements

"@ConceptualJames Perhaps that currency you are sending should become a construct Since the knowledge you are gaining is"
X Link 2024-04-26T01:51Z [--] followers, [--] engagements

"@MomAngtrades Unpopular but true. You can tell because we continue to give our money to them at an arms length because we value the good or service they provide more than what we spend for it"
X Link 2024-04-26T01:54Z [--] followers, [--] engagements

"@JoePopulista @MomAngtrades Gosh what would have happened to Amazon TSLA and everyone else if those banks hadnt lent money. Investment bankers hadnt gotten them permanent equity capital Oh we wouldnt have those businesses"
X Link 2024-04-26T01:56Z [---] followers, [--] engagements

"@EdKrassen 70s were a train wreck. Reagan and bush made an investable environment that solved it. Clinton enjoyed the fruits of that labor and a peace dividend. Clinton also passed the CRA which everyone should own a home which is massively accretive to GDP until the debt of mortgages"
X Link 2024-04-29T13:22Z [--] followers, [--] engagements

"@EdKrassen That cant be afforded blows up in the biggest credit event that Clinton started (correction of all that inflated real estate pops creating a recession under Bush). Obama rescued an economy that had a time bomb explode on it by inheriting recently repriced assets"
X Link 2024-04-29T13:24Z [--] followers, [--] engagements

"@EdKrassen The recovery would have been significantly faster but he RAISED cap gains and taxes (which dissuades capital investment and job creation). Trump massively accelerated the growth simply by expansionary fiscal policy. Then covid occurs. You act like thats run of the mill spendi"
X Link 2024-04-29T13:25Z [--] followers, [--] engagements

"@EdKrassen Biden gets the post Covid recovery"
X Link 2024-04-29T13:25Z [--] followers, [--] engagements

"@EdKrassen %change data is a very misleading way to illustrate things. (Dare I say its one of the reasons media is losing credibility). Percent Change = New #-Old#/Old#. Its a denominator effect and it confuse people and makes smart people talk math to people (I think this is the point)"
X Link 2024-05-01T12:36Z [--] followers, [--] engagements

"@EdKrassen If there were 110k crimes in [--] and 100k in [--] (110-100/100=10% increase). But only 108k on [--] (108-110)/110 that is a 1.8% decrease but considerably higher than [--] (100 v 108). Intentionally misleading. Its what media does"
X Link 2024-05-01T12:40Z [--] followers, [--] engagements

"@EdKrassen This is a common math trick media and the left use. Biden best job creator ever [----] Trump - 3mm unemployed [----] Trump [--] mm unemployed (we shut the world down). Biden [----] [--] mm unemployed (greatest creator of jobs ever). Lies and deceptive"
X Link 2024-05-01T12:43Z [--] followers, [--] engagements

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@mjthomas2
/creator/twitter::mjthomas2