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[@rev_cap](/creator/twitter/rev_cap)
"This is an increasingly common argument and its incredible how dumb it is when you step back If I benchmark this to the single dumbest capital cycle in history it can go a lot more"  
[X Link](https://x.com/rev_cap/status/1979889655597371689) [@rev_cap](/creator/x/rev_cap) 2025-10-19T12:37Z 28.4K followers, 36.1K engagements


"Its fine if you want to grind women who have kids and make them commute so much they can barely see their kids But then just drop the we support women corporate bullsh*t X days in office and facetime cultures when so few people can afford to live near the office. Not cool"  
[X Link](https://x.com/rev_cap/status/1979175459653910637) [@rev_cap](/creator/x/rev_cap) 2025-10-17T13:19Z 28.3K followers, 3808 engagements


"Retail buying as I try to short into a classic levered degross ala last August"  
[X Link](https://x.com/rev_cap/status/1979308274056073328) [@rev_cap](/creator/x/rev_cap) 2025-10-17T22:07Z 28.3K followers, 6165 engagements


"Honestly everyone claiming the economy is weak how do you reconcile retail breaking records for buying stocks every single month A lot of money people otherwise could be spending is just going into stocks"  
[X Link](https://x.com/rev_cap/status/1979315925406093513) [@rev_cap](/creator/x/rev_cap) 2025-10-17T22:37Z 28.3K followers, 18.4K engagements


"Bulls with the kick save"  
[X Link](https://x.com/rev_cap/status/1979362064763359305) [@rev_cap](/creator/x/rev_cap) 2025-10-18T01:41Z 28.3K followers, 5129 engagements


"@AndreasSteno Its not because people are underexposed. Youre reading this wrong Its because the outperformance has been so narrow again"  
[X Link](https://x.com/rev_cap/status/1979552899991753081) [@rev_cap](/creator/x/rev_cap) 2025-10-18T14:19Z 28.3K followers, 1656 engagements


"Trump loves strong men. Big Putin and Xi fan. The problem is Putin and Xi know they have the leverage because Trump only picks fights he can win like with the EU or Venezuela China pushing Trump to the brink calling his bluff. Will be interesting to see if he caves in full"  
[X Link](https://x.com/rev_cap/status/1979555848855941422) [@rev_cap](/creator/x/rev_cap) 2025-10-18T14:31Z 28.3K followers, 8690 engagements


"@TheStalwart This will never happen but if we didnt have such a deluge of Fed capital in treasury and MBS markets capital would be more scarce volatility would be higher and asset prices would be lower The most important asset is home prices which the Fed (conveniently) excludes from PCE"  
[X Link](https://x.com/rev_cap/status/1979560966510539129) [@rev_cap](/creator/x/rev_cap) 2025-10-18T14:51Z 28.3K followers, XXX engagements


"@TheStalwart The Fed just creates all these paradigms to inject more capital into the market There is not a single heterodox monetary policy idea that involves more restrictive policy Forward guidance ample reservesinflation expectations instead of inflation All the same idea"  
[X Link](https://x.com/rev_cap/status/1979561848107413923) [@rev_cap](/creator/x/rev_cap) 2025-10-18T14:54Z 28.3K followers, XXX engagements


"If this is not a top signal I dont know what is"  
[X Link](https://x.com/rev_cap/status/1979582727285301705) [@rev_cap](/creator/x/rev_cap) 2025-10-18T16:17Z 28.3K followers, 54.8K engagements


"@buccocapital Haha I know. Chase getting in front of retail We have to have topped"  
[X Link](https://x.com/rev_cap/status/1979599005836526042) [@rev_cap](/creator/x/rev_cap) 2025-10-18T17:22Z 28.3K followers, 1890 engagements


"@sidprabhu @161phi @anotherbearcap Im convinced Breakevens cant expand because every time they do the Fed acts on them to push it back down Its just like a cat and mouse game with some bond focused HFs and the Fed Its not actually a measure of CPI"  
[X Link](https://x.com/rev_cap/status/1979611750074114131) [@rev_cap](/creator/x/rev_cap) 2025-10-18T18:13Z 28.3K followers, XXX engagements


"@chucktrafton @buccocapital He has not made a public appearance ever and its the zeitgeist to do this I know what Robinhood is. Chase is worth more money than god and if he wants to help charity can write a check"  
[X Link](https://x.com/rev_cap/status/1979622537702055937) [@rev_cap](/creator/x/rev_cap) 2025-10-18T18:56Z 28.3K followers, XXX engagements


"@HatfieldCapital Should be the coach at bama but couldnt wait saban out Best coaching talent there is"  
[X Link](https://x.com/rev_cap/status/1979679323952173562) [@rev_cap](/creator/x/rev_cap) 2025-10-18T22:41Z 28.3K followers, XXX engagements


"Dudes in your 20s (think like half this app) when you get the money youll mostly just want the time with your friends back Also the housing bubble is a complete joke and wont last forever. Will probably be resolved by the time you need one"  
[X Link](https://x.com/rev_cap/status/1980003712341848315) [@rev_cap](/creator/x/rev_cap) 2025-10-19T20:10Z 28.4K followers, 116.2K engagements


"Housing bubble and cost of living will either resolve itself or country will tear itself apart in a revolution in which case buying a big house will be the least of your problems so can relax about it"  
[X Link](https://x.com/rev_cap/status/1980005603872309512) [@rev_cap](/creator/x/rev_cap) 2025-10-19T20:18Z 28.4K followers, 10.4K engagements


"@TheStalwart Find any growth data thats weak Ill save you the time: It doesnt exist Its just people not going to terrible restaurant concepts like sweetgreen"  
[X Link](https://x.com/rev_cap/status/1980016965021282417) [@rev_cap](/creator/x/rev_cap) 2025-10-19T21:03Z 28.4K followers, 3571 engagements


"Futures were down 10bps and Trump basically fully capitulating on China In XX days China either paying zero percent tariffs or were going to fully decouple Everyone has this de-escalation reference set but thats not really optimal for China to de-escalate to huge tariffs"  
[X Link](https://x.com/rev_cap/status/1980083491665543298) [@rev_cap](/creator/x/rev_cap) 2025-10-20T01:27Z 28.4K followers, 29.7K engagements


"China has a great chance to get tariffs to zero They can wait Trump out through the midterms and tank markets anytime they want to do it. Trump doesnt have leverage if he wont tolerate lower stocks. Crazy plot twist China could have X% tariffs and everyone else has them"  
[X Link](https://x.com/rev_cap/status/1980117445114569189) [@rev_cap](/creator/x/rev_cap) 2025-10-20T03:42Z 28.4K followers, 20.8K engagements


"Trump has shifted the goalposts from China will stop ripping us off no exceptions to if we take tariffs down on China theyll buy as many soybeans from us as they did last year"  
[X Link](https://x.com/rev_cap/status/1980234957021991152) [@rev_cap](/creator/x/rev_cap) 2025-10-20T11:29Z 28.4K followers, 24.6K engagements


"Conveniently left out: the US has increased debt / GDP by literally XXX% over this period while Germanys Debt / GDP is flat"  
[X Link](https://x.com/rev_cap/status/1979869469276361067) [@rev_cap](/creator/x/rev_cap) 2025-10-19T11:17Z 28.4K followers, 49.2K engagements


"I dont understand why OAI has any real durable advantages over Anthropic or Gemini Gemini has a cost and funding advantage and can just keep the product cheaper Sam can try to raise infinite money on promises of future monetization to defer this reality but seems intractable"  
[X Link](https://x.com/rev_cap/status/1980257100677673311) [@rev_cap](/creator/x/rev_cap) 2025-10-20T12:57Z 28.4K followers, 23.8K engagements


"Hilarious TACO shaped chart pattern"  
[X Link](https://x.com/rev_cap/status/1979335117186437618) [@rev_cap](/creator/x/rev_cap) 2025-10-17T23:54Z 28.4K followers, 29.9K engagements


"@BillAckman @ZohranKMamdani Bill stop crashing out its over If you dont want socialists to win elections stop advocating for such insane monetary and fiscal policy"  
[X Link](https://x.com/rev_cap/status/1979555019231015187) [@rev_cap](/creator/x/rev_cap) 2025-10-18T14:27Z 28.4K followers, 105.4K engagements


"@TheStalwart When the Fed says their balance sheet size and constant dampening of volatility in treasuries and stocks has no impact on actual price levels in the economy"  
[X Link](https://x.com/rev_cap/status/1979557628456968514) [@rev_cap](/creator/x/rev_cap) 2025-10-18T14:38Z 28.4K followers, XXX engagements


"Tax code that rewards family formation instead of penalizing it & rewarding being old is so clearly optimal. Yet no one does it Every western country on a path to a fiscal crisis but better to kick the can then address the issue Interesting from Poland"  
[X Link](https://x.com/rev_cap/status/1979566651486949460) [@rev_cap](/creator/x/rev_cap) 2025-10-18T15:14Z 28.4K followers, 51K engagements


"The great thing for Mag X is this is going to become private credits problem The great thing for Private Credit GPs is it will just be their LPs problem"  
[X Link](https://x.com/rev_cap/status/1979578838569938997) [@rev_cap](/creator/x/rev_cap) 2025-10-18T16:02Z 28.4K followers, 44.5K engagements


"We just have a terrible central bank How is this not a consensus view @andrewrsorkin"  
[X Link](https://x.com/rev_cap/status/1979684634301788414) [@rev_cap](/creator/x/rev_cap) 2025-10-18T23:02Z 28.4K followers, 29.9K engagements


"Wow I wonder why we have affordability problems Inflation wages and central bank that just ignores inflation"  
[X Link](https://x.com/rev_cap/status/1979684948694237567) [@rev_cap](/creator/x/rev_cap) 2025-10-18T23:04Z 28.4K followers, 2397 engagements


"People shouldnt be thinking about price levels at all. Thats actually the definition of an inflation expectations regime which is what Powell claims they are targeting (rather than actual inflation which they call transient) But of course expectations are unachrored"  
[X Link](https://x.com/rev_cap/status/1979686734461063665) [@rev_cap](/creator/x/rev_cap) 2025-10-18T23:11Z 28.4K followers, 5034 engagements


"@TheStalwart Id argue XX% of the Feds mistakes and the countrys related inflation problem is due to the media coverage of the Fed The Fed just acts on public perception (not any actual rules) so the media shapes policy If this was every Fed interview wed have X% inflation in X months"  
[X Link](https://x.com/rev_cap/status/1979715669139898802) [@rev_cap](/creator/x/rev_cap) 2025-10-19T01:06Z 28.4K followers, 3724 engagements


"When your enterprise product doesnt sell just remember sex always does"  
[X Link](https://x.com/rev_cap/status/1979861375850807636) [@rev_cap](/creator/x/rev_cap) 2025-10-19T10:45Z 28.4K followers, 13.2K engagements


"Oil is glutted beyond belief and yet core inflation is still X% and going up"  
[X Link](https://x.com/rev_cap/status/1979888043705434365) [@rev_cap](/creator/x/rev_cap) 2025-10-19T12:31Z 28.4K followers, 12K engagements


"@RaisingTheBAR47 This is a headline from X months ago what are we even doing anymore"  
[X Link](https://x.com/rev_cap/status/1979897107537404110) [@rev_cap](/creator/x/rev_cap) 2025-10-19T13:07Z 28.4K followers, XXX engagements


"@RaisingTheBAR47 The state of tariff debates"  
[X Link](https://x.com/rev_cap/status/1979898542983352539) [@rev_cap](/creator/x/rev_cap) 2025-10-19T13:12Z 28.4K followers, XXX engagements


"@BucephalusAsset US really should default. Wont happen but it would be the optimal long term policy decision for the country UK and France should definitely default. Even less debate. They cant remotely fund the debt. Will destroy their culture and economy even trying"  
[X Link](https://x.com/rev_cap/status/1979944368447312066) [@rev_cap](/creator/x/rev_cap) 2025-10-19T16:14Z 28.4K followers, 1525 engagements


"@BucephalusAsset The longer any of these countries wait to default or restructure the more their own people will be left holding the bag instead of other countries Just rip the bandaid off. Accept you wont be able to raise debt for a while. But the interest savings will be massive"  
[X Link](https://x.com/rev_cap/status/1979944727626514485) [@rev_cap](/creator/x/rev_cap) 2025-10-19T16:16Z 28.4K followers, XXX engagements


"@BucephalusAsset And would cause so much deflation in property values your new borrowing rate would reset low regardless Fed funds could be X% for another XX years"  
[X Link](https://x.com/rev_cap/status/1979944849085481391) [@rev_cap](/creator/x/rev_cap) 2025-10-19T16:16Z 28.4K followers, XXX engagements


"The idea an LLM would come up with original investment ideas maybe misunderstands what an LLM is"  
[X Link](https://x.com/rev_cap/status/1979945802651816180) [@rev_cap](/creator/x/rev_cap) 2025-10-19T16:20Z 28.4K followers, 19.9K engagements


"This is pretty funny actually"  
[X Link](https://x.com/rev_cap/status/1979981888056914313) [@rev_cap](/creator/x/rev_cap) 2025-10-19T18:44Z 28.4K followers, 47.2K engagements


"@GavinSBaker @Jason I think this is intended in the bill. These exhibits below are pre tariff but directionally 2025 is the lowest change in the deficit in the bill 2026/27 will have much larger deficits"  
[X Link](https://x.com/rev_cap/status/1979994146673705107) [@rev_cap](/creator/x/rev_cap) 2025-10-19T19:32Z 28.4K followers, 1910 engagements


"@GavinSBaker @Jason There are so many moving pieces at this point its hard to keep track and if Trump loses the Supreme Court on tariffs this math will all blow out much higher but I think 2025 is the lowest deficit we will have in his term"  
[X Link](https://x.com/rev_cap/status/1979994479076483135) [@rev_cap](/creator/x/rev_cap) 2025-10-19T19:34Z 28.4K followers, 1099 engagements


"@Chillax67136202 @TheStalwart The units are down. Retail sales in dollars are up Growth is a nominal concept"  
[X Link](https://x.com/rev_cap/status/1980030985107546517) [@rev_cap](/creator/x/rev_cap) 2025-10-19T21:59Z 28.4K followers, XXX engagements


"@Chillax67136202 @TheStalwart Retail sales still running up more than any time pre COVID"  
[X Link](https://x.com/rev_cap/status/1980031660298309773) [@rev_cap](/creator/x/rev_cap) 2025-10-19T22:01Z 28.4K followers, XXX engagements


"@Compounds365 @TheStalwart No one missing on topline Compnaies are missing on costs because of inflation Inflation is the result of too much demand"  
[X Link](https://x.com/rev_cap/status/1980038150987604287) [@rev_cap](/creator/x/rev_cap) 2025-10-19T22:27Z 28.4K followers, XXX engagements


"The bullish thing is that China has all the leverage so people expect Trump to TACO in full swiftly I dont really think he can TACO his way out of this one. Its take all the tariffs off China or go without rare earths for 2-3 years"  
[X Link](https://x.com/rev_cap/status/1980039268706713725) [@rev_cap](/creator/x/rev_cap) 2025-10-19T22:32Z 28.4K followers, 28.9K engagements


"China has all the cards and Trump can fold his whole world view or actually take some pain"  
[X Link](https://x.com/rev_cap/status/1980040106875539475) [@rev_cap](/creator/x/rev_cap) 2025-10-19T22:35Z 28.4K followers, 4035 engagements


"@TheLAPurchaser The fact that Gemini and Grok are so close in capabilities right now for consumer & then Anthropic in Enterprise seems like the elephant in the room Its like the central problem for monetization even if the technology works Maybe they all push price at same time"  
[X Link](https://x.com/rev_cap/status/1980074224141451496) [@rev_cap](/creator/x/rev_cap) 2025-10-20T00:50Z 28.4K followers, 1189 engagements


"@TheLAPurchaser I just dont know why Gemini / Google would give OAI an inch given how overtly OAI is threatening the core business So my base case is this monetization push underwhelms a lot and its why Sam is going deeper into funding now & broadening monetization avenues"  
[X Link](https://x.com/rev_cap/status/1980074957133820403) [@rev_cap](/creator/x/rev_cap) 2025-10-20T00:53Z 28.4K followers, XXX engagements


"@TheLAPurchaser @TexDoggie I mean just to throw out a crazy idea: everyone currently thinks this is good for MSFT because OAI distribution inside the Office ecosystem What if Gemini is the value leader and everyone moves to using Google apps through Gemini in their browser and ends up using Office less"  
[X Link](https://x.com/rev_cap/status/1980078948915749164) [@rev_cap](/creator/x/rev_cap) 2025-10-20T01:09Z 28.4K followers, XXX engagements


"Unreal TACO And China will probably make him take it lower still What a circus"  
[X Link](https://x.com/rev_cap/status/1980119746277482974) [@rev_cap](/creator/x/rev_cap) 2025-10-20T03:51Z 28.4K followers, 7488 engagements


"We are at the point of tariff debates where Trump would pleasure Xi in public if it meant stocks go up. This decoupling narrative is increasingly absurd Think this is the biggest TACO yet. Trump full knee bend to China. What a weird time"  
[X Link](https://x.com/rev_cap/status/1980273894117326929) [@rev_cap](/creator/x/rev_cap) 2025-10-20T14:04Z 28.4K followers, 6643 engagements