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[@PauloMacro](/creator/twitter/PauloMacro)
"So people are missing something here. The K economy has a twist. Those in the upper middle are watching the zombies clamber up the wall and try to grab their ankles (AI job insecurity in white collar etc). The rich X% dont move the needle for Ferrari. They buy toys regularly anyway. The delta is the aspirationals. The 1-10% bro who has a windfall or wants to reach for a flex. Thats where the miss is"  
[X Link](https://x.com/PauloMacro/status/1976382905472475298) [@PauloMacro](/creator/x/PauloMacro) 2025-10-09T20:22Z 173.9K followers, 242.1K engagements


"New post up on the blog (link in bio or click the image/link below). Credit Enters Snapcount: BDCs CLOs and Broken Retail Products Nothing in there is financial advice -- read my pinned tweet and disclaimer and for heaven's sake do your own work"  
[X Link](https://x.com/PauloMacro/status/1978125568584417685) [@PauloMacro](/creator/x/PauloMacro) 2025-10-14T15:47Z 173.9K followers, 10.3K engagements


"As a buddy put it to me: 5x in something bitcoin related is asking for another XIV volmageddonepisode But sure why not -- it's 1997 right"  
[X Link](https://x.com/PauloMacro/status/1978325782968652011) [@PauloMacro](/creator/x/PauloMacro) 2025-10-15T05:03Z 173.9K followers, 28K engagements


"Paging @agnostoxxx GAG"  
[X Link](https://x.com/PauloMacro/status/1973181958277783939) [@PauloMacro](/creator/x/PauloMacro) 2025-10-01T00:23Z 173.9K followers, 37.8K engagements


"Love how everybody I talk to say not an issue"  
[X Link](https://x.com/PauloMacro/status/1973200863528395005) [@PauloMacro](/creator/x/PauloMacro) 2025-10-01T01:38Z 173.8K followers, 21.9K engagements


"Helluva asset class diversification"  
[X Link](https://x.com/PauloMacro/status/1976789362999542078) [@PauloMacro](/creator/x/PauloMacro) 2025-10-10T23:18Z 173.8K followers, 41.3K engagements


"The number of examples in this thread are disconcerting"  
[X Link](https://x.com/PauloMacro/status/1977094760063287724) [@PauloMacro](/creator/x/PauloMacro) 2025-10-11T19:31Z 173.8K followers, 46.5K engagements


"Ok - I dont reflexively trade every single Economist cover as a high conviction contra but last weeks cover (left) and this weeks cover (right) is just impossible to ignore. 1/3"  
[X Link](https://x.com/PauloMacro/status/1695063049214824535) [@PauloMacro](/creator/x/PauloMacro) 2023-08-25T13:18Z 173.9K followers, 453.1K engagements


"At this point I am largely convinced that Trump is gonna fire Powell regardless of what courts say and deal with the fallout later. I do not say this lightly or for effect. Clear as day to me this is coming. So I made a meme which I will resurface later this year as a reminder"  
[X Link](https://x.com/PauloMacro/status/1912665376447406154) [@PauloMacro](/creator/x/PauloMacro) 2025-04-17T00:32Z 173.9K followers, 163.1K engagements


"Also Japan has XX reactors that need refuel as a pro nuclear PM will pivot aggressively into nuclear. This Japanese election is easily the most bullish demand side news of 2025 anditain'teven close"  
[X Link](https://x.com/PauloMacro/status/1975189665960362280) [@PauloMacro](/creator/x/PauloMacro) 2025-10-06T13:21Z 173.9K followers, 46K engagements


"Elon Musks xAI is nearing a $XX billion funding round including up to $X billion in equity from Nvidia tied to GPU purchases for its Colossus X data center in Memphis. The financing split between $XXX billion in equity and $XXXX billion in debt will use a special-purpose vehicle backed by Nvidia chips offering Wall Street a new model for AI infrastructure financing. If Nvda sells off despite this"  
[X Link](https://x.com/PauloMacro/status/1975795466416607375) [@PauloMacro](/creator/x/PauloMacro) 2025-10-08T05:28Z 173.9K followers, 22.2K engagements


"@Dont_hate_U308 They sold a lot - down to 90-100mmlbs"  
[X Link](https://x.com/PauloMacro/status/1975795627888975907) [@PauloMacro](/creator/x/PauloMacro) 2025-10-08T05:29Z 173.9K followers, XXX engagements


"Disconcerting how many of these I am getting 👇"  
[X Link](https://x.com/PauloMacro/status/1977086863036088715) [@PauloMacro](/creator/x/PauloMacro) 2025-10-11T19:00Z 173.9K followers, 41.1K engagements


"Gotta get up and dance bro"  
[X Link](https://x.com/PauloMacro/status/1978445654507630629) [@PauloMacro](/creator/x/PauloMacro) 2025-10-15T12:59Z 173.9K followers, 36.8K engagements


"I guess. I mean were-2% off ATH with Markets In Turmoil. But if they go there it gets really easy. Gold goes $8k bid USD goes offered bonds implode. Lets run the experiment"  
[X Link](https://x.com/PauloMacro/status/1978987167700353156) [@PauloMacro](/creator/x/PauloMacro) 2025-10-17T00:51Z 173.9K followers, 86.9K engagements


"Boy so many one-offs"  
[X Link](https://x.com/PauloMacro/status/1979276943196336543) [@PauloMacro](/creator/x/PauloMacro) 2025-10-17T20:02Z 173.9K followers, 59.9K engagements


"Your PIMCO Total Return fund is gonna be chock full of this misallocated capital mobilization. Discussed here with my man @TgMacro and pal @dailydirtnap a few weeks ago"  
[X Link](https://x.com/PauloMacro/status/1979331419743883612) [@PauloMacro](/creator/x/PauloMacro) 2025-10-17T23:39Z 173.9K followers, 59.2K engagements


"So Rand Paul is a sick wacko and George Santos is courageous convicted (he sure was) and intelligent. We deserve the meteor. And socialism is gonna be looking *really* good to many independents this time next year. I say that sympathetic a year ago and decidedly not Camp Kamala. So dont come at me MAGA. I am Mercutio: a plague on BOTH your houses. There are so many good trades to come. Pity the worlds gotta burn but hey"  
[X Link](https://x.com/PauloMacro/status/1979350635935076621) [@PauloMacro](/creator/x/PauloMacro) 2025-10-18T00:55Z 173.9K followers, 42.9K engagements