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[@DariusDale42](/creator/twitter/DariusDale42)
"The @federalreserve should take advantage of this data vacuum to focus less on cyclical risks and more on what it seeks to accomplish from a structural perspective. The stakes are simply too high for the growing number of American families on the bottom of the K-shaped US economy to mess this up"  
[X Link](https://x.com/DariusDale42/status/1983599461969355131) [@DariusDale42](/creator/x/DariusDale42) 2025-10-29T18:18Z 99.8K followers, 13.4K engagements


"Are you positioned for @42Macro's Chart of the Day A picture can be worth a 1000bps of performance. Have a great day"  
[X Link](https://x.com/DariusDale42/status/1983862336113828083) [@DariusDale42](/creator/x/DariusDale42) 2025-10-30T11:43Z 99.8K followers, 6315 engagements


"Happy first birthday Jackson 🎂 Wow what a blur The days are long and the years are short was the most common wisdom bestowed upon me by family and friends prior to my fatherhood journey and Im so glad it was. Because if you dont realize how short the years are you wont realize how much of a blessing it is for the days to be long. There is no greater blessing in life than quality time with family. The second greatest blessing is getting to witness your spouse be an incredible mother or father to your child(ren). Make sure your priorities are organized in way that allows you to receive the"  
[X Link](https://x.com/DariusDale42/status/1947606071851331648) [@DariusDale42](/creator/x/DariusDale42) 2025-07-22T10:34Z 99.7K followers, 83.7K engagements


"🚨🚨🚨 If a significant chunk of your portfolio is in a static pie chart asset allocation or target date fund then you must watch this 4min video before it's too late. 💜"  
[X Link](https://x.com/DariusDale42/status/1980620090933379458) [@DariusDale42](/creator/x/DariusDale42) 2025-10-21T13:00Z 99.8K followers, 18.2K engagements


"The Macro Minute October XX 2025 In todays video I answer the following questions: - Can the US win its trade war with China - Why are Treasury Bonds so mispriced You can watch it here:"  
[X Link](https://x.com/DariusDale42/status/1981450554531598743) [@DariusDale42](/creator/x/DariusDale42) 2025-10-23T20:00Z 99.8K followers, 6377 engagements


"@BlacklionCTA @NickTimiraos Im officially concerned that the next Fed Chair may understand the impact that the institutions balance sheet has on the economy even less than the current Fed Chair. 😭"  
[X Link](https://x.com/DariusDale42/status/1982886008820842896) [@DariusDale42](/creator/x/DariusDale42) 2025-10-27T19:03Z 99.7K followers, XXX engagements


"Hi @lisaabramowicz1 you were asking on @bsurveillance earlier today if the Feds balance sheet was an important indicator to watch at the current juncture. In our view the balance sheet is THE indicator to watch as evidenced by Kevin Warshs (un)timely comments today. See thread above regarding why and hope to see you and @FerroTV soon. Cheers"  
[X Link](https://x.com/DariusDale42/status/1982887614425551018) [@DariusDale42](/creator/x/DariusDale42) 2025-10-27T19:10Z 99.8K followers, 6830 engagements


"P.S. I thought your conversation today regarding inflation pricing was interesting. There seems to be a default view among your guests that X% is the correct number. But actual market pricing the Fed's own survey data and our model says 2.5-3% is the correct number. Giving frog-in-the-boiling-pot vibes"  
[X Link](https://x.com/DariusDale42/status/1982896819022770355) [@DariusDale42](/creator/x/DariusDale42) 2025-10-27T19:46Z 99.7K followers, 4743 engagements


"The Macro Minute October XX 2025 In todays video I answer the following questions: - Is the coast now clear for a year-end performance chase - How does KISS deal with black swans and does it need tail risk hedging You can watch it here:"  
[X Link](https://x.com/DariusDale42/status/1982900107973669077) [@DariusDale42](/creator/x/DariusDale42) 2025-10-27T20:00Z 99.7K followers, 8076 engagements


"Are You Worried About The Everything Bubble Popping Enjoy these excerpts from the Fall @thoughtfulmoney Conference where I joined @menlobear to break down how @42Macro's systematic frameworksKISS and Dr. Mohelp investors remain on the right side of market risk. These institutional-grade risk management overlays were instrumental in helping thousands of professional and retail investors maximize upside capture in the current Paradigm C bull market. They will be even more effective at helping them minimize downside capture during the next bear market. Use the link below to gain actionable"  
[X Link](https://x.com/DariusDale42/status/1981753629410238681) [@DariusDale42](/creator/x/DariusDale42) 2025-10-24T16:04Z 99.8K followers, 37.5K engagements


"How Far Behind the Curve Is the Feds K-Shaped Policy Setting Yesterday I joined @RomaineBostick and @kgreifeld of Bloomberg to reiterate that the Powell Fed remains very much behind the curve on both rates and balance sheet policy with labor market weakness and repo market stress confirming the need to accelerate easing and end QT. It is likely that the next Fed chair will lead the institution through a structural regime change to better support the fiscal dominance regime chosen by the American public as evidenced by neither party having the will to raise taxes or materially cut spending."  
[X Link](https://x.com/DariusDale42/status/1983213778532532575) [@DariusDale42](/creator/x/DariusDale42) 2025-10-28T16:46Z 99.8K followers, 26.7K engagements


"Congratulations to Chair Powell and his colleagues on the FOMC for taking the balance sheet question seriously. Im proud of them for the incredible humility they displayed by ending balance sheet runoff on time. Finally 👏🏾"  
[X Link](https://x.com/DariusDale42/status/1983599021286682767) [@DariusDale42](/creator/x/DariusDale42) 2025-10-29T18:17Z 99.8K followers, 40.4K engagements


"I felt compelled to write another Fed OpEd after today's FOMC event. @SecScottBessent I know you're the busiest man in America right now so please review this whenever you find time in the coming weeks. FWIW my previous Fed OpEd below proved historically prescient. I pray this one is too for the sake of the low-to-median-income households small businesses and real economy sectors trapped on the bottom of the increasingly K-shaped U.S. economy. 💜"  
[X Link](https://x.com/DariusDale42/status/1983722614410432728) [@DariusDale42](/creator/x/DariusDale42) 2025-10-30T02:28Z 99.8K followers, 51.5K engagements


"This data-rich OpEd is critical for everyone to review ahead of next week's NYC mayoral election. If the Fed does not get on board with supporting growth and allows the K-Shaped Economy Crisis (KEC) to persist Zohran Mamdani will the first of many socialists winning elections across the country because the growing number of families on the bottom of the K increasingly believe capitalism is broken. It is if you ask them which very few people on Wall Street ever do. Said differently 2026 and 2028 could be the bloodiest of all bloodbaths in terms of the durable threat that the KEC poses to our"  
[X Link](https://x.com/DariusDale42/status/1983974193638043882) [@DariusDale42](/creator/x/DariusDale42) 2025-10-30T19:08Z 99.8K followers, 19.6K engagements


"@LDNCryptoClub @btc_qnt_tao @RaoulGMI @BittelJulien @lord_fed @fejau_inc @dgt10011 @AndreasSteno @Andre_Dragosch @fundstrat"  
[X Link](https://x.com/DariusDale42/status/1984143562372751377) [@DariusDale42](/creator/x/DariusDale42) 2025-10-31T06:21Z 99.8K followers, XXX engagements


"The good news is that thanks to the superb thought leadership of folks like @RickRieder @tomkeene @elerianm and me the quality and quantity of credible academic arguments in support of structural regime change at the @federalreserve has risen dramatically throughout 2025. The bad news is that Jay Powell finally acknowledged the adverse consequences of the @federalreserve persistently miscalibrating its balance sheet policy only yesterday. I say that to suggest that it might be too late to rescue the bottom of the K-shaped US economy and prevent the top of its K-shaped asset markets from"  
[X Link](https://x.com/DariusDale42/status/1978589389895737517) [@DariusDale42](/creator/x/DariusDale42) 2025-10-15T22:30Z 99.8K followers, 53.7K engagements


"No Macro Minute today so we thought wed share this instead in light of the news that Amazon $AMZN is shedding another 14000 jobs due to AI:"  
[X Link](https://x.com/DariusDale42/status/1983262495276986708) [@DariusDale42](/creator/x/DariusDale42) 2025-10-28T20:00Z 99.8K followers, 7460 engagements


"Kudos to our friend @tomkeene for running the ball right up the middle in support of the growing number of American families flat on their backs after decades of failed macro policy. Neoliberalism worked like a charm for "growing the pie" of real GDP and real corporate profits but it was a UNMITIGATED DISASTER for real median income the truest measure of economic success for any society. His interview with @GoldmanSachs VP Robert Kaplan yesterday was THE BEST discussion I've heard all year regarding what to do about the US' increasingly K-shaped economy. It did not yield any silver bullet"  
[X Link](https://x.com/DariusDale42/status/1983466337042305474) [@DariusDale42](/creator/x/DariusDale42) 2025-10-29T09:30Z 99.8K followers, 15.7K engagements


"Im a huge fan of @awealthofcs and deeply respect his work but Im not a fan of this analysis all. In fact I hate it. It disrespects the impact that volatility drag has on investor portfolios particularly when its harmful effects are compounded across market cycles. If you dont know what volatility drag is thats ok many institutional investors dont either. But it is the single biggest threat to your goal of retiring on time and comfortably. Managing risk effectively paying someone fees to ride it out. Ask any investor whos earned the humility of investing during a true non-V-bottom bear market"  
[X Link](https://x.com/DariusDale42/status/1983583507042422888) [@DariusDale42](/creator/x/DariusDale42) 2025-10-29T17:15Z 99.8K followers, 18.9K engagements


"The Macro Minute October XX 2025 In todays video I answer the following: - Does the Fed want high growth and high inflation OR low growth and high inflation - What if I cant access gold or Bitcoin in my 401(k) - Why is Bitcoin a good investment You can watch it here:"  
[X Link](https://x.com/DariusDale42/status/1983624885046788415) [@DariusDale42](/creator/x/DariusDale42) 2025-10-29T20:00Z 99.8K followers, 11K engagements