[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@_Investinq](/creator/twitter/_Investinq) "Then theres the Lagging Economic Index (LAG) which measures things like consumer credit and business loans. It was flat in June. The last X months Up 1.4%. But thats backward-looking. It tells you what happened after things already shifted"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657692618604992) 2025-07-22 13:59:14 UTC 17.2K followers, XXX engagements "The big winner wasnt just the opposition it was populism. The far-right Sanseito party with an anti-immigration "Japan First" message gained XX seats. In a country long defined by political moderation thats a rupture and a reflection of deeper global patterns"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128910014988329) 2025-07-21 02:58:02 UTC 17.2K followers, 1617 engagements "Elon Musk is now worth $413B. Thats more than the GDP of Norway Finland and Croatia combined. My personal favorite Buffet remains at 10th position Who is your favorite from this list"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946372337059672103) 2025-07-19 00:51:41 UTC 17.2K followers, 4012 engagements "If your entire thesis depends on a specific level of market pain to break junk spreads and force a Fed cut then thats not a strategy its a stress test. And April already gave us a taste: stocks down double digits 10Y yields spiked 50bps HY spreads tapped 460bps and the Fed did nothing. Why Because inflation was sticky credit didnt truly crack and policymakers made it clear theyre not reacting to volatility unless it threatens the system. So yeah the drawdown wasnt deep enoughbut if it has to be deeper just to maybe get a cut then were already in too deep. Thats not a plan. Thats praying for a"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944082673296630034) 2025-07-12 17:13:23 UTC 17K followers, 1722 engagements "Why Because mortgage lenders peg rates to the 10-year yield not the federal funds rate. They take that yield and add a spread (to cover credit risk prepayment etc.) and that becomes your mortgage rate. So if the 10-year yield goes up so does your monthly payment"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697421921751045) 2025-07-22 16:37:06 UTC 17.2K followers, XXX engagements "ChatGPT is handling more than XXX billion daily interactions including XXX million from users in the United States according to The Verge. We are so cooked as a society"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947352071759429776) 2025-07-21 17:44:48 UTC 17.1K followers, 1741 engagements "@chamath contrary to the popular opinion cutting rates would not lower mortgage rates A lot of people dont get this"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947799407082054101) 2025-07-22 23:22:21 UTC 17.2K followers, 2273 engagements "That logics flawed. Yes credit spreads widening can signal stress but the Fed doesnt punch ratecut button every time stocks drop. In fact: 1.Tariffs and inflation muddy the waters. The Fed has repeatedly warned rising tariffs could fuel inflation not dampen it so cutting rates in that context risks making inflation worse . 2.Fed wants evidence not theatrics. From the June minutes most policymakers are either holding off on cuts or pushing them into late 2025 or beyond they want data not market theater . 3.Theyve got tools beyond rate cuts. In past crises even when credit spreads blew out they"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944075873906286764) 2025-07-12 16:46:22 UTC 17.1K followers, 3893 engagements "At the heart of every economic conversation from rate cuts to retiree checks is one number: The Consumer Price Index (CPI). It tracks inflation by measuring how much prices change over time for things like rent food clothes and transportation. It sounds simple but its not"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318056989999601) 2025-07-21 15:29:38 UTC 17.2K followers, 3023 engagements "In the past Japan refused new rice concessions even to the U.S. So the idea that theyll suddenly open the gates Politically explosive especially with Prime Minister Ishibas party losing its upper-house majority just last week"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848498335961533) 2025-07-23 02:37:25 UTC 17.2K followers, XXX engagements "Buffett said it best: Interest rates act like gravity on asset prices. The higher the rate the heavier the gravity. And right now gravity is rising but stock prices are still floating into the stratosphere. Thats not sustainable"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944795444241903962) 2025-07-14 16:25:41 UTC 17.1K followers, 1483 engagements "🚨U.S. oil rig activity just hit its lowest level since 2021 falling for the 11th straight week. As drillers pull back earnings from Halliburton ( $HAL ) Baker Hughes ( $BKR ) and SLB ( $SLB ) this week will be key to gauging how the oilfield service sector plans to adapt"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947054104099897376) 2025-07-20 22:00:47 UTC 17.2K followers, 2053 engagements "🚨 The most dangerous tightening of 2025 isnt from the Fed. Its from the Treasury. And theyre about to pull $800B in cash out of the economy without saying a word. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943008368185987419) 2025-07-09 18:04:28 UTC 17K followers, 35.8K engagements "And if Japans central bank holds the line on Treasurys Private Japanese investors might not. With the yen at 40-year lows theyre losing money on dollar-denominated assets. That creates pressure to rebalance portfolios even if the BoJ stays pat"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129084653220180) 2025-07-21 02:58:44 UTC 17.1K followers, XXX engagements "Heres the chain reaction: Political instability weakens the yen Japan faces capital outflows as investors seek safer havens To stabilize the currency the Bank of Japan might intervene selling dollar assets (like U.S. Treasurys) to buy yen That pushes U.S. yields higher"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128997646569519) 2025-07-21 02:58:23 UTC 17.1K followers, 1277 engagements "I hope you've found this thread helpful. Follow me @_Investinq for more. Like/Repost the quote below if you can:"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318709929889833) 2025-07-21 15:32:14 UTC 17.2K followers, 2244 engagements "🚨 The Buffett Indicator just hit XXX% its highest level in history. That means U.S. stocks are worth more than twice the size of the U.S. economy. Higher than 2000. Higher than 2007. Higher than 2021. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944795024597594170) 2025-07-14 16:24:01 UTC 17.2K followers, 150.3K engagements "Were not in 2021 anymore. This isnt about hype NFTs or yield farming Ponzi tokens. Whats happening now is structural. Wall Streets not just in theyre building pipes into Ethereums backend. BlackRock Franklin Templeton and a dozen others are rolling tokenized treasuries on ETH rails. Thats real-world assets (RWAs) finally crossing into DeFi in a meaningful way. And also Stablecoins are doing more volume than PayPal. Sovereign debt tokenization is ramping. Youve got entire governments experimenting with publicprivate blockchain rails and almost every pilot starts with Ethereum. So yeah its not"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946976103295328445) 2025-07-20 16:50:50 UTC 17K followers, 1866 engagements "Autos Japans tariff on imported cars is already zero. The real barriers are non-tariff: strict regulations limited dealer networks and consumer preferences. So unless those are reformed U.S. carmakers wont suddenly break into the Japanese market"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848520171499655) 2025-07-23 02:37:31 UTC 17.2K followers, XXX engagements "Meanwhile a weaker yen = stronger dollar. That further widens the U.S. trade deficit especially with Japan. And in an election year that becomes fuel for more protectionism a vicious feedback loop of tariffs and retaliation"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129106388189501) 2025-07-21 02:58:49 UTC 17.1K followers, XXX engagements "Japans PM Ishiba declines to share any details about ongoing negotiations. This comes after Trump announced his trade deal with Japan. This is not good"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947814517603213327) 2025-07-23 00:22:24 UTC 17.2K followers, 7605 engagements "Japan plans to purchase XXX aircraft from Boeing ( $BA ) according to a White House official. I feel bad for Japanese customers. Forced to buy inferior aircraft. Outside the XXX Boeings are garbage compared to airbus"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947999454558134527) 2025-07-23 12:37:16 UTC 17.2K followers, XXX engagements "By cutting that rate the Fed hopes to reduce borrowing costs across the board auto loans credit cards business loans and yes mortgages. That ripple effect is called the monetary transmission mechanism. But lately That transmission is broken"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697349871997314) 2025-07-22 16:36:49 UTC 17.2K followers, XXX engagements "🚨 Japans bond market is spiraling into chaos. Yields are exploding. Liquidity is vanishing. Trust is evaporating. Let me break down whats happening in Japan and how this affects the US. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944745023603409103) 2025-07-14 13:05:19 UTC 17.2K followers, 851.1K engagements "And older workers They rely on their 401(k) balance in the near term. Illiquid assets could mean delayed access or being forced to sell other holdings at bad prices while waiting for private funds to pay out. Time is a luxury they dont have"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945862024212144400) 2025-07-17 15:03:53 UTC 17.2K followers, XXX engagements "And its baked into your portfolio whether you realize it or not. If you own an index fund like the S&P XXX or a retirement plan like a 401(k) you own Nvidia. This is called passive investing where funds buy stocks based on index weights not research and Nvidia is the heaviest weight of all"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945117428549144856) 2025-07-15 13:45:08 UTC 17K followers, 1103 engagements "US retail sales rose XXX% in June snapping a two-month slump and beating expectations. The surprise boost came from auto sales defying forecasts of a drag"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945841974658924690) 2025-07-17 13:44:13 UTC 17K followers, 1106 engagements "On Tuesday copper prices on the New York COMEX thats the main U.S. commodities exchange soared XX% to $XXXX per pound the biggest one-day gain since 1989. At one point prices were up XX% intraday. Why Trump casually said he plans a XX% tariff on copper imports"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943060437311869406) 2025-07-09 21:31:23 UTC 16.9K followers, 1536 engagements "🚨 Australias job market just flashed a warning sign. Unemployment saw its sharpest jump since 2021 rising to a four-year high as full-time hiring stalled. With just 2000 jobs added entirely part-time the data strengthens calls for the Reserve Bank to cut rates as labor conditions soften"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947692104685068324) 2025-07-22 16:15:58 UTC 17.2K followers, 1235 engagements "So what is the LEI Its a composite index made of XX forward-looking indicators that historically lead the economy by X months. In simple terms: the LEI spots trouble before it shows up in GDP or unemployment numbers. Its the canary in the coal mine"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657454524780598) 2025-07-22 13:58:17 UTC 17.2K followers, 1318 engagements "@FringeIndex like in terms of soda I think all soda's are garbage tbh"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947088855028416993) 2025-07-21 00:18:52 UTC 17K followers, XX engagements "Back to the chart from earlier: In September 2024 the Fed cut rates. The 30-year mortgage rate It was 6.09%. Then it started rising and rising. Eventually nearing 7%. The Fed was easing but housing got more expensive"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697396932063310) 2025-07-22 16:37:00 UTC 17.2K followers, XXX engagements "And political signals arent helping. The Trump administration has proposed: Open pressure on the Fed to slash rates Attacks on Fed independence Thats a recipe for fiscal dominance"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697583368925341) 2025-07-22 16:37:45 UTC 17.2K followers, XXX engagements "Coinbase ( $COIN ) gets a $XXX target from Cantor driven by rising earnings and stablecoin momentum"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947245679786508356) 2025-07-21 10:42:02 UTC 17.2K followers, 1516 engagements "JPMorgan is now worth more than Bank of America Citigroup and Wells Fargo combined. With $30B in profit in just six months savvy moves like acquiring First Republic and a $1T asset lead its become a league of its own"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945641703395762417) 2025-07-17 00:28:25 UTC 17K followers, 1752 engagements "China just broke into the U.S. nuclear weapons agency through a Microsoft SharePoint hack. Let that sink in. This isnt some random ransomware hit its a straight-up national security failure. If our nuclear infrastructure is this easy to poke into what else is wide open We spend billions on defense and deterrence but a basic enterprise tool becomes the backdoor Disaster doesnt even begin to cover it"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947811990619230275) 2025-07-23 00:12:21 UTC 17.2K followers, 12.5K engagements "Xs algorithm has been brutal lately. I posted a critique about it last week and a bunch of people messaged me saying they havent been seeing my posts at all. So if you do see my posts a quick like comment or repost helps signal to Xs algorithm that you want me in your feed. Appreciate each and every one of you"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947731053562544241) 2025-07-22 18:50:44 UTC 17.2K followers, 3937 engagements "Key Events This Week (July 2125) From Fed speeches to housing data to a jam-packed earnings slate this week could drive major market moves. Heres everything you need to know to stay ahead. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951812273025392) 2025-07-20 15:14:19 UTC 17.2K followers, 17.5K engagements "Palantir ( $PLTR ) and Accenture ( $ACN ) have launched a strategic AI partnership focused on deploying Palantirs systems across U.S. federal agencies beginning with supply chain finance and edge-to-enterprise data integration"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1939654164662882609) 2025-06-30 11:56:04 UTC 17.2K followers, XXX engagements "@Gregatnelson They will probably say something good about robotaxis and get all the investors super excited Competition is heating up for Tesla BYD and Xiaomi are killing it in china"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947060311313273169) 2025-07-20 22:25:27 UTC 17.1K followers, XX engagements "No matter how many bots I block they always seem to multiply How are we in 2025 and this is still a problem @elonmusk please fix this"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947104144503824861) 2025-07-21 01:19:38 UTC 17.2K followers, 2330 engagements "BREAKING: Trump Media ( $DJT ) just revealed a $X billion Bitcoin acquisition sending the stock up over X% in premarket"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947277758725235119) 2025-07-21 12:49:31 UTC 17.2K followers, 1706 engagements "@bryan_johnson Said every Florida man before becoming a headline"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947104763503325462) 2025-07-21 01:22:05 UTC 17.1K followers, XXX engagements "I see your pointits about default risk mispricing between small-caps and junk. But then thats a different thesis than crash stocks to save bonds or Fed cuts when spreads blow out. Small-caps can suffer without junk cracking. And thats exactly what April showed equity carnage rising yields but credit held. So if the disconnect is your long-standing call fair. But using it to argue that crashing stocks forces Fed cuts doesnt hold up when the Fed just watched it happen. Appreciate the convo its all in the pursuit of learning Still love your content"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944085333382951116) 2025-07-12 17:23:57 UTC 17.1K followers, 1240 engagements "This isnt just a Japanese election. Its a test of whether the modern global system built on trade openness financial interdependence and strategic alignment can hold under strain. If Japan wobbles we all feel the aftershocks"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129258683367572) 2025-07-21 02:59:25 UTC 17.1K followers, XXX engagements "Totally get that reshoring sounds great in theory but I think theres a difference between short-term pain and long-term self-sabotage. If policies are so chaotic that even $50B projects wont touch U.S. soil then were not bringing jobs back were just pushing them further away"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947513453309984833) 2025-07-22 04:26:04 UTC 17.2K followers, XXX engagements "Fiscal dominance is when markets believe the Fed is no longer acting independently to fight inflation but is instead being used to help the government borrow cheaply. Once that fear sets in bond investors revolt. They dump Treasuries or demand much higher yields"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697605401567741) 2025-07-22 16:37:50 UTC 17.2K followers, XXX engagements "These XX components include things like: New manufacturing orders Initial jobless claims Building permits Average work hours Stock prices Consumer expectations Interest rate spreads (10Y Treasury Fed Funds rate) When most are weak Troubles brewing"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657479510196344) 2025-07-22 13:58:23 UTC 17.2K followers, 1328 engagements "Lets start with the basics. When the U.S. government needs money it borrows by issuing Treasury bonds. These are essentially IOUs to investors: Lend us money today and well pay you back with interest later. Theyre considered some of the safest investments in the world"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923061162660164) 2025-07-17 19:06:25 UTC 17K followers, XXX engagements "Trump announces a trade deal with Japan which includes a $XXX billion investment in the US and a XX% reciprocal tariff on Japanese goods imported to the US"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947799815842079128) 2025-07-22 23:23:59 UTC 17.2K followers, 1891 engagements "This is classic vigilante behavior. Their tool The bond market. Their weapon Selling government debt. The result Higher borrowing costs not just for the government but for everyone"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923196340854867) 2025-07-17 19:06:58 UTC 17.1K followers, XXX engagements "Bond yields which reflect the interest investors demand to hold a countrys debt jumped. Japans 10-year government bond yield spiked to XXXXX% the highest in years. Long-term bonds like 30- and 40-years sold off too. Translation Markets expect more inflation and tighter policy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848301786640763) 2025-07-23 02:36:39 UTC 17.2K followers, 1212 engagements "@AITJ_Hizakurige Thanks for the insight Youre right markets look calm now but thats only because Japans closed for the holiday. Tomorrow is going to be the real reaction. Yen stocks bonds everythings in play. With politics shaky and tariffs coming things could move fast"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947271708525596934) 2025-07-21 12:25:28 UTC 17.2K followers, XXX engagements "In 2025 **a failed trade deal in Tokyo can: Spike U.S. Treasury yields Stoke inflation in Ohio Undermine Pacific deterrence Trigger political retaliation in Washington Thats the web we now live in"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129215305797931) 2025-07-21 02:59:15 UTC 17.1K followers, XXX engagements "@KobeissiLetter POWERHOUSE LAWSUIT sounds like something youd buy from a late-night infomercial. Now with XX% more defamation claims"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946343400547971377) 2025-07-18 22:56:42 UTC 16.9K followers, 2634 engagements "Larry Ellison exercised XXXX million Oracle ( $ORCL ) shares this July at $XXXXX per share investing $XXXXX million. As of todays close that stake is now worth approximately $XXX billion representing a nearly 5x return in under a month The shares were part of a performance-based option grant"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945943685234860039) 2025-07-17 20:28:23 UTC 17K followers, 1394 engagements "🚨 Trump may want to fire Fed Chair Jerome Powell. But pulling that trigger has MASSIVE consequences. Heres why its likely illegal and why firing Powell could backfire spectacularly. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945553401757966624) 2025-07-16 18:37:32 UTC 17.2K followers, 41.9K engagements "Reporter: Do you think Jay Powell should stick around Mike Johnson: My opinion is that we should reduce interest rates. The American economy is hot. Reporter: But if it's too hot you don't want to cut rates"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946196650990403676) 2025-07-18 13:13:34 UTC 17.1K followers, 3283 engagements "Reporter: When is the last time you talked to Jerome Powell Trump: When he was in my office Reporter: What did you tell him Trump: I told him he's doing a very bad job. He's way late. We should have the lowest interest rate anywhere in the world"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945179637631373517) 2025-07-15 17:52:19 UTC 17.2K followers, 2019 engagements "ChatGPT works for you now crypto just went mainstream plus more FREE newsletter is out (sorry about sending the email twice there was a mess up with the formatting it will never happen again)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946391315425403358) 2025-07-19 02:07:06 UTC 16.9K followers, 3558 engagements "Former UK Prime Minister Rishi Sunak has returned to Goldman Sachs ( $GS ) as an adviser"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944163901798596891) 2025-07-12 22:36:09 UTC 17K followers, 1391 engagements "To put that in context net interest in June exceeded: What we spent on defense ($66B) What we spent on income security programs like food stamps and unemployment ($54B) And nearly matched Medicare spending ($95B) Interest is now one of our largest monthly expenses"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007415875522592) 2025-07-23 13:08:54 UTC 17.2K followers, XXX engagements "It worked at first but by 1951 inflation was out of control over 20%. The Fed wanted to raise rates to stop prices from spiraling. President Truman said no. He wanted cheap debt not economic stability"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584433575796778) 2025-07-19 14:54:29 UTC 16.9K followers, 1274 engagements "Its the reflexive loop. So many people are selling volatility (through short 0DTEs) that theyre suppressing volatility. Selling vol lowers implied volatility attracts more short vol trades reinforces calm markets. Until something breaks"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946214286562353519) 2025-07-18 14:23:39 UTC 17.2K followers, XXX engagements "Writing a newsletter in 2025 has honestly been one of the most unexpected ways Ive learned more than I ever thought I would. Not just about markets or business or tech but about the world in general. Every time I go digging for stories I end up teaching myself something new and sometimes I come across things that stop me cold like this story when I found out babies have been born with DNA from three different people. Yeah. Thats a real thing. Its called mitochondrial donation. Basically scientists can now prevent serious inherited diseases by using a third persons healthy mitochondria during"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946326638087622773) 2025-07-18 21:50:06 UTC 16.9K followers, 1846 engagements "Lets add context: The U.S. is now running $2+ trillion annual deficits and needs a steady stream of foreign buyers to finance its debt at scale. If your largest lender becomes a question mark the cost of capital for the U.S. government rises"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129062834552859) 2025-07-21 02:58:39 UTC 17.1K followers, XXX engagements "Housing data is collected through surveys to renters. But if a renter stops responding the BLS doesnt just skip them. Instead it uses non-interview imputation a method that estimates rent based on similar units nearby or from past responses"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318304290361690) 2025-07-21 15:30:37 UTC 17.2K followers, 1442 engagements "Trump administration releases 230000 pages of documents on Martin Luther King's assassination Anything to distract us from the Epstein files"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947390179158679902) 2025-07-21 20:16:14 UTC 17.2K followers, 1459 engagements "US Presidential Election in 2028 winner chances. how does JD Vance have this great of a lead democratic party is in shambles right now They better step up their game"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947454688627970369) 2025-07-22 00:32:34 UTC 17K followers, XXX engagements "@pulte contrary to the popular opinion lowering interest rates do not lower the mortgage rates"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947825172955775478) 2025-07-23 01:04:44 UTC 17.2K followers, XXX engagements "Jim Cramer just introduced a new acronym on Mad Money: PARC- Palantir ( $PLTR ) AppLovin ( $APP ) Robinhood ( $HOOD ) and Coinbase ( $COIN ) He calls it a new place to P-A-R-C your money. P-A-R-C spelled backwords is C-R-A-P and thats exactly what Jim crammer is about to do to these stocks"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944889557633134840) 2025-07-14 22:39:39 UTC 17.1K followers, 5612 engagements "🚨 Trump announces XX% tariff on Brazil. The Brazilian real sank XXXX% against the U.S. dollar"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943044646692630925) 2025-07-09 20:28:38 UTC 17K followers, 3314 engagements "Thursday: Blackstone Union Pacific Intel Dow Deckers Friday: Phillips XX HCA Aon Charter These names will set the tone across sectors from AI to housing to consumer strength"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946952012932771873) 2025-07-20 15:15:07 UTC 17K followers, XXX engagements "🚨 2025 is quietly becoming a graveyard for U.S. companies. XXX large companies have declared bankruptcies in the last X months. It's the most since 2010 a year after the Financial Crisis. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943352541082730855) 2025-07-10 16:52:06 UTC 17.2K followers, 17.4K engagements "Tuesday July 22: Fed Chair Powell Speaks 8:30 AM ET at At the European Central Bank Forum Markets will parse every word for rate clues. If Powell sounds hawkish (leaning toward rate hikes or delays in cuts) expect yields to rise and stocks to dip If he leans dovish we could see a relief rally"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951834666426502) 2025-07-20 15:14:24 UTC 17K followers, 1090 engagements "🚨Donald Trump is calling out Obama now Trump says that Obama 'himself' manufactured 'Russia hoax'"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947451483957403976) 2025-07-22 00:19:50 UTC 17.2K followers, 2192 engagements "Lets start with the basics. When people say the Fed is cutting rates theyre talking about the federal funds rate the short-term interest rate banks charge each other for overnight loans. Its the main lever the Fed uses to influence the economy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697327084343365) 2025-07-22 16:36:43 UTC 17.2K followers, XXX engagements "Pepsis ( $PEP ) revenue may be fizzing up but its market share is falling flat overtaken by Dr Pepper (8.7%) and even Sprite (8.03%) for the first time ever. Meanwhile Coca-Cola ( $KO ) still reigns with a dominant XXXX% slice of Americas soda stream as Pepsi slips to fourth"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947085881157775626) 2025-07-21 00:07:03 UTC 17.2K followers, 2291 engagements "@SpencerHakimian well maybe if they collect the data accurately Did yall know that XX% of the prices used in CPI wasnt actually collected they were all estimated"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947342368912326938) 2025-07-21 17:06:15 UTC 17.2K followers, 16.2K engagements "Now to the one most Americans feel every day: household debt. Total consumer debt is now $XXXX trillion including: Mortgages: $12.8T Student loans: $1.63T Auto loans: $1.64T Credit cards: $1.18T Its the highest ever recorded"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943309831978299619) 2025-07-10 14:02:23 UTC 17K followers, XXX engagements "Carvana wasnt alone. Aeva Technologies a small-cap Lidar firm with minimal revenue and no profits surged XXX% in X months. It had no major news no breakout product no earnings just hype. Reddit threads finfluencer videos momentum chasers. Pure meme stock behavior"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1942663135258607634) 2025-07-08 19:12:39 UTC 17.1K followers, XXX engagements "US Treasury Secretary Scott Bessent says Federal Reserve Chair Jerome Powell should step down from the central banks board when his term as chair is up in May 2026"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945100317495795858) 2025-07-15 12:37:08 UTC 17K followers, 1428 engagements "U.S. GDP the total value of all goods and services produced annually is around $2830 trillion in 2025. That means total debt is more than XXX the size of the economy. Its like owing $340000 on a $100000 income with interest rising"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943309591829151744) 2025-07-10 14:01:26 UTC 17K followers, XXX engagements "Markets dont like that. When the UK tried something similar in 2022 tax cuts and big spending without a plan investors panicked. Bond yields spiked. The British pound tanked. The Prime Minister resigned in XX days. Confidence evaporates fast when you mess with central bank independence"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584740766638539) 2025-07-19 14:55:42 UTC 17.1K followers, 1423 engagements "BlackRock ( $BLK ) just hit a jaw-dropping $XXXX trillion in assets under management"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946979607451701675) 2025-07-20 17:04:46 UTC 17.2K followers, 2022 engagements "Elon Musks xAI is back in the market for another $12B aiming to snap up more Nvidia ( $NVDA ) chips for a massive data center build. The company recently raised $10B and is now leaning on Valor Equity to lead a chip-backed debt raise as it ramps up spending to $13B in 2025"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947688504231698629) 2025-07-22 16:01:40 UTC 17.2K followers, 1048 engagements "Heres how it works: The Fed adjusts interest rates the cost of borrowing money to manage the economy. If inflation is too high it raises rates to slow things down. If the economy is weak it lowers rates to boost spending and jobs. This is called monetary policy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584323630457154) 2025-07-19 14:54:03 UTC 16.9K followers, XXX engagements "But heres the problem: markets wont wait for a court ruling. If the President fires the Fed Chair for political reasons investors interpret that as a signal that the Fed is no longer independent. Thats a confidence breaker and confidence is everything"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945553687260037240) 2025-07-16 18:38:40 UTC 17.1K followers, XXX engagements "Goldman Sachs ( $GS ) and BNY Mellon ( $BK ) are set to launch tokenized money market fund access for institutional investors per CNBC"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947986555294920864) 2025-07-23 11:46:01 UTC 17.2K followers, XXX engagements "🚨Trump says he has officially asked the Justice Department to release all Grand Jury testimony with respect to Jeffrey Epstein. Also Trump: The Trump administration ordered FBI agents investigating the Epstein files to "flag" any mentions of Trump according to the Senate Judiciary Committee"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946560946563887108) 2025-07-19 13:21:09 UTC 16.9K followers, 1896 engagements "But heres where it gets interesting despite the explosion in daily option trades realized volatility has dropped. Yes more people are trading more options faster than ever and markets have gotten calmer. What gives"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946214264743584072) 2025-07-18 14:23:34 UTC 17.2K followers, XXX engagements "🚨 Trump wants to take control of the central bank. Hes pressuring Powell to cut rates or get out of the way. The last time a president tried this it triggered runaway inflation and a decade of economic pain. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584279091200425) 2025-07-19 14:53:52 UTC 17K followers, 11.6K engagements "New Home Sales 10:00 AM ET Unlike existing home sales this measures purchases of newly built homes. Higher sales = bullish for construction materials and mortgage sectors. Lower sales = potential demand problem or affordability crunch"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951943777120315) 2025-07-20 15:14:50 UTC 17.1K followers, XXX engagements "The CEI rose XXX% in June so technically the economy is still growing. But growth is slowing. The CEIs 6-month increase is just XXX% down from XXX% earlier. Its like a car still moving uphill but with less gas each month"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657667222061489) 2025-07-22 13:59:08 UTC 17.2K followers, XXX engagements "Each country has its reasons. China is diversifying away from the dollar. Japans bond yields are rising so insurers prefer to invest domestically. Even Japans government trimmed its own bond issuance recently due to weak appetite at home"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945203812118970836) 2025-07-15 19:28:23 UTC 17K followers, XXX engagements "Futures open slightly red Read this thread to see all the key events happening for this week"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947057501498732918) 2025-07-20 22:14:17 UTC 17.2K followers, 4008 engagements "And then there's Avis Budget yes the rental car company. Its technically profitable but its stock still soared XXX% since April behaving more like a meme darling than a stable business. Why Because it spiked in 2021 and traders remembered so they ran it back"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1942663157148770701) 2025-07-08 19:12:44 UTC 17.1K followers, XXX engagements "The more important figure is net interest: $XX billion in June. Net interest is what the Treasury actually pays out to external creditors excluding internal transfers within government accounts. This is real cash leaving the U.S. Treasury"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007393545105639) 2025-07-23 13:08:49 UTC 17.2K followers, XXX engagements "Rice prices in Japan have skyrocketed rising faster than they have in over XX years. This sharp increase in the cost of a staple food is now playing a major role in pushing up inflation across the country. With food-related prices jumping more than expected the Bank of Japan may soon revise its inflation outlook and possibly consider new policy moves"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946689883931602991) 2025-07-19 21:53:30 UTC 17.2K followers, 5767 engagements "When people say inflation they usually mean CPI the Consumer Price Index. It measures how much the average cost of living has changed over time. Think: a basket of groceries gas rent medical bills clothes and movie tickets. If that basket cost $XXX in 2021 and now costs $XXX thats XX% inflation"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946282342932152587) 2025-07-18 18:54:05 UTC 17K followers, XXX engagements "🚨 Nvidia is worth over $X trillion. Its now bigger than the entire UK stock market and XXX% of global GDP. But behind the hype is a terrifying truth. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945117362350387202) 2025-07-15 13:44:52 UTC 17.2K followers, 39.6K engagements "Lucid Motors stock $LCID is up over XX% in premarket trading after Uber announced a $XXX million investment for a Robotaxi partnership"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945826703374184742) 2025-07-17 12:43:32 UTC 17K followers, 1519 engagements "This situation high inflation + slow growth is called stagflation. Its one of the hardest scenarios to manage. Consumers lose spending power. Businesses lose pricing power. But banks They profit as long as markets stay messy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943739372072784313) 2025-07-11 18:29:13 UTC 17K followers, XXX engagements "Heres the problem: The Fed doesnt set mortgage rates. Those are set by the bond market particularly the 10-year Treasury yield the interest investors demand to lend money to the U.S. government for a decade. And thats where the disconnect begins"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697371674026149) 2025-07-22 16:36:54 UTC 17.2K followers, XXX engagements "From a XX% crash to a 3000%+ surge Carvana ( $CVNA) may have pulled off the comeback of the decade"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1942641990283264335) 2025-07-08 17:48:37 UTC 17.2K followers, 1691 engagements "But this isn't just economic. Its strategic. Japan is the cornerstone of Americas Indo-Pacific security network hosting 50000 U.S. troops and serving as a forward base of deterrence against China and North Korea"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129149849559266) 2025-07-21 02:58:59 UTC 17.1K followers, XXX engagements "Central bank independence means the Fed makes decisions based on long-term economic stability not short-term political gains. Without it every future rate hike or cut is viewed with suspicion: Was this to fight inflation or to help an election"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945553709049561240) 2025-07-16 18:38:45 UTC 17.1K followers, XXX engagements "Bond markets: As inflation rose so did bond yields and that crushed bond prices. Investors demanded more return to compensate for inflation risk especially on long-dated debt. The result A historic bond market crash in 202223"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946282847167254751) 2025-07-18 18:56:05 UTC 17K followers, XXX engagements "🚨Trump says he filed a Powerhouse lawsuit suing everyone tied to the WSJ article that published a letter allegedly from him to Epstein calling it defamatory. POWERHOUSE LAWSUIT sounds like something youd buy from a late-night infomercial. Now with XX% more defamation claims"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946345295475871885) 2025-07-18 23:04:14 UTC 16.9K followers, 1523 engagements "🚨 Trump triggered the biggest copper surge in U.S. history. One comment. Record spike. Let me show you how this could ripple through the entire economy (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943060415144964307) 2025-07-09 21:31:17 UTC 16.9K followers, 45.4K engagements "But leverage cuts both ways. The more a bank borrows relative to its capital the more vulnerable it becomes to losses. And since banks lend to each other one collapse can cascade across the system. Thats what happened in 2008"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943309810163663010) 2025-07-10 14:02:18 UTC 17K followers, XXX engagements "On January XX 2025 Nvidia dropped XX% in a single day. That erased $XXX billion in market value more than the GDP of Sweden. The Nasdaq another major U.S. stock index dropped XXX% almost entirely because of Nvidia. One stock moved the entire market"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945117406696731086) 2025-07-15 13:45:02 UTC 17K followers, 1118 engagements "And higher yields create a chain reaction. Lets walk through how it affects everyone: Government debt gets more expensive Mortgage rates go up Car loans and student loans follow Companies have to pay more to borrow Stocks fall because profits shrink Its a domino effect"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945203724986490884) 2025-07-15 19:28:02 UTC 17.1K followers, XXX engagements "@RachialSlurre @SpencerHakimian Clearly that was a joke Spencer is calling Trump supporters who uses scripture selectively especially given Trumps own history"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946936126528270797) 2025-07-20 14:11:59 UTC 17K followers, XX engagements "Chick-fil-A just pulled off an App Store takeover. After launching new games and freebies tied to its Code Moo promo downloads for the Chick-fil-A app hit 106K in a single day while the new Chick-fil-A Play app wasnt far behind at 103K. Free nuggets = viral growth"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947042428357062829) 2025-07-20 21:14:23 UTC 17.2K followers, 1879 engagements "🚨 Stocks crashed out of nowhere. No headlines. No Fed meeting. No war. Just one thing: a bad bond auction. What actually happened was deeper and more dangerous than it looked. Lets break down the 20-year bond auction disaster that rocked the market 🧵"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1925277788061249750) 2025-05-21 19:49:29 UTC 17K followers, 958.7K engagements "@Acyn Cool but when is the Epstein files getting released"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947808915862786351) 2025-07-23 00:00:08 UTC 17.2K followers, 1261 engagements "But many companies took on leveraged debt borrowing lots relative to their earnings. A big chunk of that is junk-rated meaning it carries high default risk. Now that interest rates have jumped refinancing is painful and dangerous"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943309744669618595) 2025-07-10 14:02:02 UTC 17.1K followers, XXX engagements "@SpencerHakimian Thats cool but whens the Epstein files dropping"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947650796130103693) 2025-07-22 13:31:50 UTC 17.2K followers, 1074 engagements "Prime Minister Shigeru Ishibas government has now lost its majority in both chambers of Japans parliament. His strategy Signal strength in trade talks with the U.S. to boost public support. The reality Voters punished him over inflation stagnating wages and immigration anxiety"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128888221429948) 2025-07-21 02:57:57 UTC 17.1K followers, 1709 engagements "Yields rise when bond prices fall usually because investors fear inflation higher interest rates or credit risk. In this case traders thought: The deal might fuel growth and inflation The Bank of Japan (BoJ) might hike rates faster Japans massive debt might get riskier to finance"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848323802542224) 2025-07-23 02:36:44 UTC 17.2K followers, 1226 engagements "Think tariffs arent hitting you Think again. Amazon pledged to keep prices low but quietly raised them on 1200+ essentials. Blame tariffs not suppliers. Amazon kept its word on big-ticket items but made basics quietly more expensive"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947384838589165809) 2025-07-21 19:55:00 UTC 17.2K followers, 2311 engagements "CPI tells us how expensive life is getting. Its used to: Set Social Security adjustments Adjust tax brackets Guide interest rate policy at the Fed Set wages in contracts Price trillions in bonds and loans Its arguably the most powerful number in the economy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318078951358588) 2025-07-21 15:29:44 UTC 17.2K followers, 2698 engagements "So how is the $XXXX trillion deficit being funded so far this year the Treasury has: Borrowed $XXX billion from the public (new bonds issued) Spent $XXX billion from the governments own cash reserves Made $XXX billion in internal adjustments and timing shifts"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007536684093721) 2025-07-23 13:09:23 UTC 17.2K followers, XXX engagements "Thursday July XX. Initial Jobless Claims 8:30 AM ET Tracks how many people filed for unemployment for the first time. If claims stay low it signals a strong labor market bad news if you're hoping for rate cuts. A spike could spook markets about weakening jobs"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951900017868910) 2025-07-20 15:14:40 UTC 17K followers, XXX engagements "Next up: corporate debt a quiet but massive risk. Nonfinancial companies (everything from manufacturers to tech firms) owe $XXXX trillion as of Q1 2025. Most borrowed heavily when interest rates were near zero"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943309722821533816) 2025-07-10 14:01:57 UTC 17.1K followers, XXX engagements "@financialjuice contrary to the popular opinion lowering interest rates does not lower your mortgage rates"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948008325498421275) 2025-07-23 13:12:31 UTC 17.2K followers, XXX engagements "The Fed the US central bank is now stuck. If they cut rates inflation gets worse. If they raise rates growth slows further. Theyre in a holding pattern and forecasts for US economic growth have already been slashed to XXX% for 2025"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943739350245679204) 2025-07-11 18:29:08 UTC 17K followers, XXX engagements "@nikolayspp @financialjuice Sorry bro I meant to say sandisk not astrazenca"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947625627789459821) 2025-07-22 11:51:49 UTC 17.2K followers, XX engagements "Heres the issue: rent doesnt move like groceries. Its slow sticky and lags. If were mismeasuring rents it means were misreading core inflation the part of inflation that excludes food and energy and guides long-term Fed policy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318326616543315) 2025-07-21 15:30:43 UTC 17.2K followers, 1287 engagements "Yeah mostly true. Tariffs dont show up as their own line item in CPI but if theyre baked into the final retail price which they usually are they do get captured. The issue is timing and pass-through. Its not always immediate or complete which is why the data can feel disconnected from what people actually feel day to day. Thank you for reading"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947336040789823727) 2025-07-21 16:41:06 UTC 17K followers, XX engagements "The Fed hasnt hiked rates in 2025. But long-term yields are climbing and mortgage rates are spiking. One reason Bond vigilantes are back driving up the governments borrowing costs and yours. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923038777610471) 2025-07-17 19:06:20 UTC 17.2K followers, 12.8K engagements "🚨🚨 US nuclear weapons agency reportedly compromised in Microsoft SharePoint cyberattack. China just broke into the U.S. nuclear weapons agency through a Microsoft SharePoint hack. This isnt some random ransomware hit its a straight-up national security failure. If our nuclear infrastructure is this easy to poke into what else is wide open We spend billions on defense and deterrence but a basic enterprise tool becomes the backdoor Disaster doesnt even begin to cover it"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947813041686401313) 2025-07-23 00:16:32 UTC 17.2K followers, 2521 engagements "Charles Schwab just posted its highest-ever trading revenue hitting $950M in Q2 as retail activity surged on tariff-fueled volatility. Earnings crushed expectations and the firms stock hit a record high with crypto trading now on deck as its next big growth push"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946995795598753963) 2025-07-20 18:09:05 UTC 17.2K followers, 2316 engagements "Interest rates: Central banks raised rates to cool inflation. The Fed went from X% to XXX% in XX months the fastest hike since Volcker in the 1980s. Higher rates slow spending increase borrowing costs and can trigger recessions"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946282825176547461) 2025-07-18 18:56:00 UTC 17K followers, XXX engagements "🚨JUST IN: House GOP will subpoena Ghislaine Maxwell to testify before Congress. Buckle up things are about to get wild"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947693019924213919) 2025-07-22 16:19:36 UTC 17.2K followers, 1472 engagements "🚨 Since 2021 global prices have exploded. UK prices +27.4%. Eurozone +22.6%. US +22.4% . China Just +2.1% Same planet same pandemic but wildly different inflation. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946282320375226584) 2025-07-18 18:54:00 UTC 17.2K followers, 6446 engagements "@SpencerHakimian Is this a budget meeting or a Pokmon battle"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947512137519132678) 2025-07-22 04:20:51 UTC 17.2K followers, 1655 engagements "This dynamic shows up in the yield curve. The yield curve is a graph of bond yields from short-term (like X years) to long-term (like XX years). When long-term yields rise faster than short-term it creates a steep curve called a bear steepening. Thats what were seeing now"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923267191054695) 2025-07-17 19:07:15 UTC 17K followers, XXX engagements "🚨 Japan just had a political earthquake. Its ruling coalition lost power weeks before a major tariff deadline with the U.S. The fallout could hit everything from car prices to the U.S. bond market. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128865794502918) 2025-07-21 02:57:52 UTC 17.2K followers, 29.2K engagements "🚨Kohls just went full meme stock. Up XX% in a day no news just Reddit call options and chaos plus way more Read everything XXX% FREE in my newsletter"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947838475819991543) 2025-07-23 01:57:36 UTC 17.2K followers, 1232 engagements "In fact Trump said the U.S. will receive XX% of the profits. Thats not how foreign direct investment (FDI) works. FDI is when a company or government invests in another countrys infrastructure factories or assets. The investor owns the project they dont donate profits"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848432984461753) 2025-07-23 02:37:10 UTC 17.2K followers, 1379 engagements "And dont forget earnings. Huge names report this week: JPMorgan Goldman Sachs Netflix American Express United Airlines ASML PepsiCo Each one gives insight into a different part of the economy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944479255179440179) 2025-07-13 19:29:15 UTC 17.1K followers, XXX engagements "Think of the 30-Year Treasury Bond like a long-term loan to Uncle Sam. You lend money for XX years the government pays you interest every X months and returns your principal at the end. Its long been considered the safest long-term investment in the world"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945203484824867118) 2025-07-15 19:27:05 UTC 17.2K followers, XXX engagements "@unusual_whales If gaslighting was an Olympic sport this answer just set a new world record"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947054619743465548) 2025-07-20 22:02:50 UTC 17.1K followers, 5114 engagements "🚨 Wall Streets biggest illusion That rate cuts = lower mortgage rates. But after the Fed cut rates in September 2024 mortgage rates went up not down. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697304938451332) 2025-07-22 16:36:38 UTC 17.2K followers, 22.9K engagements "Heres the thing: Japan has made no official confirmation of that figure. Its total overseas investment each year is only a few hundred billion. A $550B commitment would be massive and theres no evidence its real as of yet"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848411224408546) 2025-07-23 02:37:05 UTC 17.2K followers, XXX engagements "@SpencerHakimian I am going to repeat this over and over again. Lowering interest rates does not lower your mortgage rates"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948011059593236740) 2025-07-23 13:23:23 UTC 17.2K followers, 1861 engagements "It all started when Trump announced a bilateral trade deal with Japan on Truth Social (yes not a press release). He claimed: Japan will invest $550B in the U.S and a XX% reciprocal tariff on Japanese goods imported to the US. Markets went haywire"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848278688649613) 2025-07-23 02:36:33 UTC 17.2K followers, 1413 engagements "Bond yields across Japans 20- 30- and 40-year maturities have surged to historic levels. The 40-year yield just hit XXXXX% and the 30-year reached 3.15%. For Japan a country used to near-zero rates for decades this is a financial earthquake"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944745046403637717) 2025-07-14 13:05:25 UTC 17K followers, 45.1K engagements "🚨 Japans bond market is melting down. Why A sudden Trump trade deal XX% tariffs and a claim of $550B in Japanese investment. But is any of it real or just political theater (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848252474245202) 2025-07-23 02:36:27 UTC 17.2K followers, 21.6K engagements "@Jack878818 I am afraid space X will be a trillion dollar company in the next decade or so"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946400153000194425) 2025-07-19 02:42:13 UTC 17K followers, XX engagements "Its not just this one ratio either. The Dow Jones to GDP ratio another long-term valuation signal is also at a record high. Every time this spiked a correction followed"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944795194907308341) 2025-07-14 16:24:41 UTC 17K followers, 2368 engagements "A recent survey showed nearly XX% of Wall Street strategists think bond supply will outpace demand soon. Thats like saying the government will keep baking pies but the line of customers isnt getting any longer. So theyll have to cut prices (raise yields) to sell"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945203703188689041) 2025-07-15 19:27:57 UTC 17.1K followers, XXX engagements "Totally get where youre coming from and youre right that $NVDA is in a different league from the 2021 hype names. But I think people forget how fast sentiment shifts. Even the best companies get caught in the crossfire when the mood changes. Yeah Nvidias printing cash but the multiple still expands on vibes. If the boredom trade unwinds it wont just hit meme names flows will dry up across the board. Fundamentals matter but in a market priced for perfection even great earnings cant protect you from gravity"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947807310589661677) 2025-07-22 23:53:46 UTC 17.2K followers, 1489 engagements "BlackRock ( $BLK ) reported earnings this morning posting EPS of $XXXXX vs. $XXXXX expected. Revenue came in at $5.42B slightly above the $5.41B forecast. Assets Under Management hit $12.53T topping expectations of $12.31T"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945095456347816200) 2025-07-15 12:17:49 UTC 17K followers, 1242 engagements "Why is it so damn hard to grow on X in 2025 I spend hours sometimes days on a writing a single thread. I make content thats thoughtful original and genuinely valuable but when you hit post Crickets (thank you for those who like and share my content appreciate each and every one of you). The algorithm doesnt care. It doesnt reward effort. It doesnt reward quality. It rewards reach which more often than not means rewarding existing followers. If you dont already have an audience good luck getting seen. And thats the most demoralizing part as a creator. Youre doing everything right. Youre"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946298226287755335) 2025-07-18 19:57:12 UTC 17.1K followers, 12.4K engagements "That idea a new accord might sound boring. But its referencing a moment in history when a similar power struggle almost blew everything up. To understand whats happening now you need to know what happened in 1951"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584389569147082) 2025-07-19 14:54:18 UTC 16.9K followers, 1226 engagements "The crisis forced a historic compromise: The 1951 Treasury-Fed Accord. It let the Fed make its own decisions without interference from the White House or Treasury. Thats when the Fed became what we now call an independent central bank"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584477204918652) 2025-07-19 14:54:39 UTC 16.9K followers, 1215 engagements "So what moves the 10-year yield Expectations. Investors price in what they think will happen to inflation debt government policy and central bank credibility over the next X XX or XX years. Thats what drives long-term rates now not Jerome Powells pressers"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697444419998070) 2025-07-22 16:37:11 UTC 17.2K followers, XXX engagements "Why does this matter to everyday people Because Treasury yields especially the 10-year yield affect nearly every corner of the economy: 30-year mortgage rates Car loans and credit cards Business loans Student loans When yields rise borrowing gets more expensive"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923220328104183) 2025-07-17 19:07:03 UTC 17.1K followers, XXX engagements "🚨 One of the biggest threats to the economy right now isnt just inflation or debt. Its something deeper. Were quietly losing the ability to track the economy with real data. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318034420416545) 2025-07-21 15:29:33 UTC 17.2K followers, 65.7K engagements "🚨 The U.S. just triggered its third recession signal in a row. The Leading Economic Index slipped again in June as key indicators weaken. Heres what the data says about where the economy is headed. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657404797084149) 2025-07-22 13:58:05 UTC 17.2K followers, 30K engagements "The person in the spotlight is Jerome Powell the Chair of the Federal Reserve or the Fed for short. The Fed is Americas central bank. Its one of the most powerful institutions in the world. Its job Keep prices stable keep people employed and make sure the financial system doesnt collapse"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584301602046246) 2025-07-19 14:53:57 UTC 16.9K followers, XXX engagements "So whats Buffett himself doing Hes sitting on $347+ billion in cash at Berkshire Hathaway. Hes not chasing this rally. Hes waiting for prices to return to Earth"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944795468841496635) 2025-07-14 16:25:46 UTC 17.1K followers, 1527 engagements "S&P XXX closes at new all-time high of 6309"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947749247463411718) 2025-07-22 20:03:02 UTC 17.2K followers, 1171 engagements "So whats causing it Start with the Federal Reserve aka "the Fed" Americas central bank. It sets interest rates to control inflation. From 2020 to 2025 the Fed raised its policy rate from near X% to XXX% the most aggressive hike since before 2008"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943352585320022311) 2025-07-10 16:52:16 UTC 17.1K followers, XXX engagements "McDonalds ( $MCD ) is officially bringing back the Snack Wrap to its menu starting today"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943268299766202863) 2025-07-10 11:17:21 UTC 17K followers, 1029 engagements "Japan to increase rice purchases by XX% and buy $8B in agricultural and other goods - White House official"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948000411891220569) 2025-07-23 12:41:04 UTC 17.2K followers, 1025 engagements "Now imagine the worst-case scenario: A market crash hits Private equity valuations plummet (but arent reported yet) 401(k) participants try to withdraw Funds gate redemptions Savers discover losses years later Lawsuits followbut fiduciaries claim they followed guidance Whos left holding the bag You"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945862046110683616) 2025-07-17 15:03:58 UTC 17.2K followers, XXX engagements "America spent $820B on defense in FY2023.Thats XX% of the entire federal budget. But a huge chunk of that doesnt go to soldiers tanks or jets. It goes to defense contractors under contracts where the more they spend the more they profit"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1935310301303373942) 2025-06-18 12:15:06 UTC 17.2K followers, XXX engagements "Friday July XX Durable Goods Orders 8:30 AM ET Tracks big-ticket items that last 3+ years think planes trucks and appliances. Surprise to the upside = strong business and consumer investment. Weak read = caution or economic slowdown"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951965872636017) 2025-07-20 15:14:55 UTC 17K followers, XXX engagements "And guess what Only one major component is holding things up: stocks. The S&P XXX rallied for two straight months but everything else Weak consumer confidence rising layoffs fewer new orders shrinking hours The real economy is not rallying"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657505137455168) 2025-07-22 13:58:29 UTC 17.2K followers, 1202 engagements "Central banks are diverging fast in 2025. The U.S. has held rates steady so far signaling a higher for longer stance even as inflation cools. Meanwhile countries like Argentina and Turkey are hiking aggressively (200+ bps) while Brazil and Poland are in easing mode. Bank Indonesia just cut rates and signaled more may come while Angola is holding steady amid global uncertainty"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947448033983050121) 2025-07-22 00:06:07 UTC 17.2K followers, 1995 engagements "@leadlagreport I am watching them fake the CPI reports"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947487484679459268) 2025-07-22 02:42:53 UTC 17.1K followers, 1303 engagements "@RapidResponse47 contrary to the popular opinion lowering interest rates does not lower your mortgage rates"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948008302279073907) 2025-07-23 13:12:26 UTC 17.2K followers, XXX engagements "These are the key earnings to watch this week: Not the full list just the ones that move markets. Tuesday: Coca-Cola GM RTX Lockheed Martin Texas Instruments Capital One Wednesday: AT&T Tesla Google Chipotle IBM ServiceNow T-Mobile"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951990543516002) 2025-07-20 15:15:01 UTC 17.1K followers, XXX engagements "🚨 Japans 40-year bond yield just hit an all-time high and its sending shockwaves across the globe. If you care about inflation interest rates or the U.S. economy pay attention. Whats happening in Tokyo could affect global markets. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1942612141086744746) 2025-07-08 15:50:01 UTC 17.2K followers, 159.4K engagements "Back then the U.S. had just come out of WWII. It had racked up massive debt to fight the war. To help pay for it the government told the Fed: Keep interest rates low so we can borrow cheaply. This setup is called financial repression using the central bank to make debt cheaper even if inflation rises"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584411517976784) 2025-07-19 14:54:24 UTC 16.9K followers, 1325 engagements "Trumps trade policy only accelerates this shift. His administration has already forced the U.K. Vietnam and others into tougher deals with higher tariffs. Japan despite being a top ally is being told: accept the terms or face full penalties"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129237015544181) 2025-07-21 02:59:20 UTC 17.1K followers, XXX engagements "That leads to another issue: political risk. With Ishibas approval falling his party fractured and no formal legislative backing theres a real chance Japan walks back or dilutes this deal. Especially on sensitive issues like rice or budget commitments"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848698395803765) 2025-07-23 02:38:13 UTC 17.2K followers, XXX engagements "Microsoft ( $MSFT ) has hired nearly two dozen employees from Google DeepMind intensifying the battle for AI talent CNBC reports. Googles AI division is starting to look like a LinkedIn recommendation feed for Microsoft"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947694812703916189) 2025-07-22 16:26:44 UTC 17.2K followers, XXX engagements "Microsoft ( $MSFT ) CEO Satya Nadella announced the worlds first operational deployment of a Level X quantum computer"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945889445762253236) 2025-07-17 16:52:51 UTC 17K followers, 1263 engagements "@chiganjagang Neither lol I just hate soda in general but I do own coke share though"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947101228812407118) 2025-07-21 01:08:02 UTC 17K followers, XX engagements "Now lets talk about the deeper problem: rising interest rates. The average interest rate on U.S. debt is now around 4.2%. Just two years ago it was closer to 1.5%. As old bonds mature theyre being replaced with higher-interest debt. Thats compounding the problem"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007558540558494) 2025-07-23 13:09:28 UTC 17.2K followers, XXX engagements "@RedFlagRobbi3 @leadlagreport The US needs to ban only fans like china"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947488171677073924) 2025-07-22 02:45:37 UTC 17.1K followers, XXX engagements "Truman even brought the entire Fed board into the Oval Office and claimed they had pledged to support his plan. They hadnt and they leaked their version of the meeting to the press. Suddenly the countrys central bank was publicly defying the president"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584455344205983) 2025-07-19 14:54:34 UTC 16.9K followers, 1262 engagements "The Fed also oversees banks helps prevent financial crises and plays emergency firefighter when Wall Street melts down. But heres the key thing: the Fed is supposed to be independent. That means it makes decisions based on data not politics"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584345491185907) 2025-07-19 14:54:08 UTC 16.9K followers, XXX engagements "🚨🚨Donald Trump is suing News Corp Rupert Murdoch and others for at least $XX billion in damages over a Wall Street Journal article. The crazy part is hell probably walk away with a settlement because these companies rarely want to go to war with a president of the United States Its easier for them to quietly pay up like CBS did in the past rather than risk a drawn-out legal battle and the possibility of setting a precedent. These cases almost never make it to trial and thats exactly the problem"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946342204710265236) 2025-07-18 22:51:57 UTC 17.1K followers, 1896 engagements "And these tariffs are no longer symbolic. They hit autos electronics and capital goods the machinery and components that anchor U.S. manufacturing. Tariffing Japan means squeezing your own industrial supply chain and stoking inflation in the process"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128953698672656) 2025-07-21 02:58:13 UTC 17.1K followers, 1286 engagements "🚨 Retail now accounts for almost 2/3 of all 0DTE option volume. Theyre not just playing the game they are the game. Same-day expirations. High stakes. No second chances. Lets unpack the most dangerous trend in markets. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946213913806139623) 2025-07-18 14:22:10 UTC 17.2K followers, 13.2K engagements "@Acyn tariffs are definitely backfiring Sandisk literally pulled out a XX billion dollar investment because of tariffs and uncertainty"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947810403494597050) 2025-07-23 00:06:03 UTC 17.2K followers, 1171 engagements "@flowermusickids Yeah its hard to ignore the pattern. Data collection gets gutted right when it becomes most important. Whether its inflation wages or COVID the less clear the picture is the easier it is to spin the story. And Main Streets always the one left guessing"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947378988323901882) 2025-07-21 19:31:46 UTC 17.2K followers, XXX engagements "JPMorgan Chase now wants employees to give X months notice before quitting (NYT) because apparently breaking up with your boss now requires a half-year engagement. At this point its less of a job and more of a lease agreement. Better start drafting those exit strategies with a Gantt chart"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945498709350859147) 2025-07-16 15:00:12 UTC 17.2K followers, 3815 engagements "@unusual_whales Craziest part is they will pay him out and settle"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946341906142618036) 2025-07-18 22:50:46 UTC 17K followers, 15K engagements "Funny enough I have a family member absolutely crushing it trading penny stocks dude made like $150K$200K this month alone. Hes actually a genius though knows exactly what hes doing. My issue is with the people who have no clue what theyre doing and blindly follow random advice online like its gospel"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947372567313965505) 2025-07-21 19:06:15 UTC 17.1K followers, XX engagements "Rep. Anna Paulina Luna (R-Fla.) has referred Fed Chair Jerome Powell to the DOJ for criminal charges accusing him of lying under oath about $600M in cost overruns and luxury features at the Feds headquarters. Powell denies the allegations and has launched an internal probe"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947331369933099293) 2025-07-21 16:22:32 UTC 17.1K followers, 2136 engagements "Wednesday July 23: Existing Home Sales 10:00 AM ET Measures the number of previously owned homes sold in June. A strong read signals consumer confidence and supports homebuilder and retail names. A drop would confirm what mortgage datas already hinting: housing is cooling"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951856472604796) 2025-07-20 15:14:29 UTC 17K followers, XXX engagements "@ParikPatelCFA If a Coldplay concert took him out imagine what a credit downgrade would do"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946328739664560323) 2025-07-18 21:58:27 UTC 16.9K followers, 3936 engagements "🚨 The US Treasury just dropped its June 2025 report. Buried in the numbers: XXXX% of all government revenue last month went to interest on the debt. Not programs. Not services. Just interest. (Save this thread)"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007269842428138) 2025-07-23 13:08:20 UTC 17.2K followers, 18K engagements "Why does this matter beyond Japans borders Because on August X unless a new deal is reached Trump-era tariffs of XX% on all Japanese imports will go into effect. With a fractured government Tokyo may be unable to finalize or push through any agreement"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128931913552154) 2025-07-21 02:58:07 UTC 17.1K followers, 1384 engagements "So we get: Rising U.S. trade deficits Tariff pressure from Washington Weaker Japanese political capacity to negotiate Currency misalignment Potential bond market instability Each channel amplifies the others"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129128135634984) 2025-07-21 02:58:54 UTC 17.1K followers, XXX engagements "@guywithcoin Yeah. Everythings getting modeled estimated or projected. Feels like were optimizing for the illusion of precision instead of the hard reality underneath. When the inputs go soft the whole system starts drifting"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947327038592848130) 2025-07-21 16:05:20 UTC 17.2K followers, XXX engagements "In June 2025: Government revenue: $XXX billion Government spending: $XXX billion Thats a $XX billion surplus but only on paper. In reality its a timing illusion. Key benefit payments were shifted into May because June X fell on a weekend"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007295100563587) 2025-07-23 13:08:26 UTC 17.2K followers, XXX engagements "But the more overlooked risk is in the bond market. Japan is the largest foreign holder of U.S. Treasurys owning over $XXX trillion in debt. And when a country that crucial to global finance becomes politically unstable money moves"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128975702073367) 2025-07-21 02:58:18 UTC 17.1K followers, 1272 engagements "So where does this all leave us Bond yields: Spiked on hawkish BoJ bets Equities: Rallied led by autos and banks Yen: Stabilized but cautious Trust: Weak investors want real terms not headlines BoJ: Might hike sooner but must tread carefully"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848720172613723) 2025-07-23 02:38:18 UTC 17.2K followers, XXX engagements "Some argue: The Fed already manipulates markets. Whats the difference Heres the difference: Right now the Fed makes decisions based on inflation and jobs data. Under a new accord those decisions could be based on elections debt ceilings or campaign promises"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584718331257052) 2025-07-19 14:55:37 UTC 17K followers, XXX engagements "S&P Global PMI 9:45 AM ET Purchasing Managers Index gives a real-time pulse of U.S. business activity. Services = 70%+ of GDP so this report matters. Above XX = expansion. Below = contraction. Markets react fast to this one"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951921756946604) 2025-07-20 15:14:45 UTC 17.2K followers, XXX engagements "JUST IN: Astronomer CEO Andy Byron officially resigns"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946651604557426941) 2025-07-19 19:21:24 UTC 17K followers, 3021 engagements "🚨 Heres a behind-the-scenes look at what goes into writing my newsletter Ive been experimenting with timing over the past two weeks and starting next week the newsletter will officially drop in the evenings. If you havent already sign up for my FREE newsletter-Link below"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946316661830701329) 2025-07-18 21:10:27 UTC 17.2K followers, 2419 engagements "🚨 Trump's own Tariffs are backfiring Trumps tariffs were pitched as a bold strategy to bring manufacturing back to American soil. In reality theyve created so much economic uncertainty that companies are pulling out of the U.S. altogether. SanDisks $XX billion chip plant in Michigan wasnt just another big project it was supposed to be one of the largest in the states history delivering 10000 jobs. But now Scrapped. And not just scrapped in Michigan they said they wont build anywhere in the United States. Thats a damning signal. Its not that the economics dont work its that the risk of"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947429301084663875) 2025-07-21 22:51:41 UTC 17.2K followers, 13.3K engagements "Because its so safe this bond acts like the benchmark for many types of loans home mortgages student loans corporate bonds and more. Its yield (the return it pays investors) is used as the base rate for long-term borrowing across the entire economy"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945203506694033798) 2025-07-15 19:27:10 UTC 17.2K followers, XXX engagements "Bank of America says ( $TSLA ) could face Q2 earnings headwinds citing weak deliveries and tariff risks due to China-sourced batteries. Still they raised the price target to $XXX from $XXX. Earnings are this Wednesday"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947266678707908791) 2025-07-21 12:05:29 UTC 17.2K followers, 1250 engagements "US Futures Trade In Record Territory After US-Japan Trade Deal"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947997788727390621) 2025-07-23 12:30:39 UTC 17.2K followers, 1244 engagements "Donald Trump has removed The Wall Street Journal from the press pool for his Scotland visit after the paper published a story on his connections to Jeffrey Epstein"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947438873375641954) 2025-07-21 23:29:43 UTC 17.2K followers, 1474 engagements "That security architecture relies on political stability and policy coordination. If Tokyo is consumed by leadership battles or populist disruption Washington loses a critical partner at a time of rising tensions in Taiwan the South China Sea and semiconductor supply chains"  [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947129171668312424) 2025-07-21 02:59:05 UTC 17.1K followers, XXX engagements
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@_Investinq
"Then theres the Lagging Economic Index (LAG) which measures things like consumer credit and business loans. It was flat in June. The last X months Up 1.4%. But thats backward-looking. It tells you what happened after things already shifted"
@_Investinq on X 2025-07-22 13:59:14 UTC 17.2K followers, XXX engagements
"The big winner wasnt just the opposition it was populism. The far-right Sanseito party with an anti-immigration "Japan First" message gained XX seats. In a country long defined by political moderation thats a rupture and a reflection of deeper global patterns" @_Investinq on X 2025-07-21 02:58:02 UTC 17.2K followers, 1617 engagements
"Elon Musk is now worth $413B. Thats more than the GDP of Norway Finland and Croatia combined. My personal favorite Buffet remains at 10th position Who is your favorite from this list" @_Investinq on X 2025-07-19 00:51:41 UTC 17.2K followers, 4012 engagements
"If your entire thesis depends on a specific level of market pain to break junk spreads and force a Fed cut then thats not a strategy its a stress test. And April already gave us a taste: stocks down double digits 10Y yields spiked 50bps HY spreads tapped 460bps and the Fed did nothing. Why Because inflation was sticky credit didnt truly crack and policymakers made it clear theyre not reacting to volatility unless it threatens the system. So yeah the drawdown wasnt deep enoughbut if it has to be deeper just to maybe get a cut then were already in too deep. Thats not a plan. Thats praying for a" @_Investinq on X 2025-07-12 17:13:23 UTC 17K followers, 1722 engagements
"Why Because mortgage lenders peg rates to the 10-year yield not the federal funds rate. They take that yield and add a spread (to cover credit risk prepayment etc.) and that becomes your mortgage rate. So if the 10-year yield goes up so does your monthly payment" @_Investinq on X 2025-07-22 16:37:06 UTC 17.2K followers, XXX engagements
"ChatGPT is handling more than XXX billion daily interactions including XXX million from users in the United States according to The Verge. We are so cooked as a society" @_Investinq on X 2025-07-21 17:44:48 UTC 17.1K followers, 1741 engagements
"@chamath contrary to the popular opinion cutting rates would not lower mortgage rates A lot of people dont get this" @_Investinq on X 2025-07-22 23:22:21 UTC 17.2K followers, 2273 engagements
"That logics flawed. Yes credit spreads widening can signal stress but the Fed doesnt punch ratecut button every time stocks drop. In fact: 1.Tariffs and inflation muddy the waters. The Fed has repeatedly warned rising tariffs could fuel inflation not dampen it so cutting rates in that context risks making inflation worse . 2.Fed wants evidence not theatrics. From the June minutes most policymakers are either holding off on cuts or pushing them into late 2025 or beyond they want data not market theater . 3.Theyve got tools beyond rate cuts. In past crises even when credit spreads blew out they" @_Investinq on X 2025-07-12 16:46:22 UTC 17.1K followers, 3893 engagements
"At the heart of every economic conversation from rate cuts to retiree checks is one number: The Consumer Price Index (CPI). It tracks inflation by measuring how much prices change over time for things like rent food clothes and transportation. It sounds simple but its not" @_Investinq on X 2025-07-21 15:29:38 UTC 17.2K followers, 3023 engagements
"In the past Japan refused new rice concessions even to the U.S. So the idea that theyll suddenly open the gates Politically explosive especially with Prime Minister Ishibas party losing its upper-house majority just last week" @_Investinq on X 2025-07-23 02:37:25 UTC 17.2K followers, XXX engagements
"Buffett said it best: Interest rates act like gravity on asset prices. The higher the rate the heavier the gravity. And right now gravity is rising but stock prices are still floating into the stratosphere. Thats not sustainable" @_Investinq on X 2025-07-14 16:25:41 UTC 17.1K followers, 1483 engagements
"🚨U.S. oil rig activity just hit its lowest level since 2021 falling for the 11th straight week. As drillers pull back earnings from Halliburton ( $HAL ) Baker Hughes ( $BKR ) and SLB ( $SLB ) this week will be key to gauging how the oilfield service sector plans to adapt" @_Investinq on X 2025-07-20 22:00:47 UTC 17.2K followers, 2053 engagements
"🚨 The most dangerous tightening of 2025 isnt from the Fed. Its from the Treasury. And theyre about to pull $800B in cash out of the economy without saying a word. (Save this thread)" @_Investinq on X 2025-07-09 18:04:28 UTC 17K followers, 35.8K engagements
"And if Japans central bank holds the line on Treasurys Private Japanese investors might not. With the yen at 40-year lows theyre losing money on dollar-denominated assets. That creates pressure to rebalance portfolios even if the BoJ stays pat" @_Investinq on X 2025-07-21 02:58:44 UTC 17.1K followers, XXX engagements
"Heres the chain reaction: Political instability weakens the yen Japan faces capital outflows as investors seek safer havens To stabilize the currency the Bank of Japan might intervene selling dollar assets (like U.S. Treasurys) to buy yen That pushes U.S. yields higher" @_Investinq on X 2025-07-21 02:58:23 UTC 17.1K followers, 1277 engagements
"I hope you've found this thread helpful. Follow me @_Investinq for more. Like/Repost the quote below if you can:" @_Investinq on X 2025-07-21 15:32:14 UTC 17.2K followers, 2244 engagements
"🚨 The Buffett Indicator just hit XXX% its highest level in history. That means U.S. stocks are worth more than twice the size of the U.S. economy. Higher than 2000. Higher than 2007. Higher than 2021. (Save this thread)" @_Investinq on X 2025-07-14 16:24:01 UTC 17.2K followers, 150.3K engagements
"Were not in 2021 anymore. This isnt about hype NFTs or yield farming Ponzi tokens. Whats happening now is structural. Wall Streets not just in theyre building pipes into Ethereums backend. BlackRock Franklin Templeton and a dozen others are rolling tokenized treasuries on ETH rails. Thats real-world assets (RWAs) finally crossing into DeFi in a meaningful way. And also Stablecoins are doing more volume than PayPal. Sovereign debt tokenization is ramping. Youve got entire governments experimenting with publicprivate blockchain rails and almost every pilot starts with Ethereum. So yeah its not" @_Investinq on X 2025-07-20 16:50:50 UTC 17K followers, 1866 engagements
"Autos Japans tariff on imported cars is already zero. The real barriers are non-tariff: strict regulations limited dealer networks and consumer preferences. So unless those are reformed U.S. carmakers wont suddenly break into the Japanese market" @_Investinq on X 2025-07-23 02:37:31 UTC 17.2K followers, XXX engagements
"Meanwhile a weaker yen = stronger dollar. That further widens the U.S. trade deficit especially with Japan. And in an election year that becomes fuel for more protectionism a vicious feedback loop of tariffs and retaliation" @_Investinq on X 2025-07-21 02:58:49 UTC 17.1K followers, XXX engagements
"Japans PM Ishiba declines to share any details about ongoing negotiations. This comes after Trump announced his trade deal with Japan. This is not good" @_Investinq on X 2025-07-23 00:22:24 UTC 17.2K followers, 7605 engagements
"Japan plans to purchase XXX aircraft from Boeing ( $BA ) according to a White House official. I feel bad for Japanese customers. Forced to buy inferior aircraft. Outside the XXX Boeings are garbage compared to airbus" @_Investinq on X 2025-07-23 12:37:16 UTC 17.2K followers, XXX engagements
"By cutting that rate the Fed hopes to reduce borrowing costs across the board auto loans credit cards business loans and yes mortgages. That ripple effect is called the monetary transmission mechanism. But lately That transmission is broken" @_Investinq on X 2025-07-22 16:36:49 UTC 17.2K followers, XXX engagements
"🚨 Japans bond market is spiraling into chaos. Yields are exploding. Liquidity is vanishing. Trust is evaporating. Let me break down whats happening in Japan and how this affects the US. (Save this thread)" @_Investinq on X 2025-07-14 13:05:19 UTC 17.2K followers, 851.1K engagements
"And older workers They rely on their 401(k) balance in the near term. Illiquid assets could mean delayed access or being forced to sell other holdings at bad prices while waiting for private funds to pay out. Time is a luxury they dont have" @_Investinq on X 2025-07-17 15:03:53 UTC 17.2K followers, XXX engagements
"And its baked into your portfolio whether you realize it or not. If you own an index fund like the S&P XXX or a retirement plan like a 401(k) you own Nvidia. This is called passive investing where funds buy stocks based on index weights not research and Nvidia is the heaviest weight of all" @_Investinq on X 2025-07-15 13:45:08 UTC 17K followers, 1103 engagements
"US retail sales rose XXX% in June snapping a two-month slump and beating expectations. The surprise boost came from auto sales defying forecasts of a drag" @_Investinq on X 2025-07-17 13:44:13 UTC 17K followers, 1106 engagements
"On Tuesday copper prices on the New York COMEX thats the main U.S. commodities exchange soared XX% to $XXXX per pound the biggest one-day gain since 1989. At one point prices were up XX% intraday. Why Trump casually said he plans a XX% tariff on copper imports" @_Investinq on X 2025-07-09 21:31:23 UTC 16.9K followers, 1536 engagements
"🚨 Australias job market just flashed a warning sign. Unemployment saw its sharpest jump since 2021 rising to a four-year high as full-time hiring stalled. With just 2000 jobs added entirely part-time the data strengthens calls for the Reserve Bank to cut rates as labor conditions soften" @_Investinq on X 2025-07-22 16:15:58 UTC 17.2K followers, 1235 engagements
"So what is the LEI Its a composite index made of XX forward-looking indicators that historically lead the economy by X months. In simple terms: the LEI spots trouble before it shows up in GDP or unemployment numbers. Its the canary in the coal mine" @_Investinq on X 2025-07-22 13:58:17 UTC 17.2K followers, 1318 engagements
"@FringeIndex like in terms of soda I think all soda's are garbage tbh" @_Investinq on X 2025-07-21 00:18:52 UTC 17K followers, XX engagements
"Back to the chart from earlier: In September 2024 the Fed cut rates. The 30-year mortgage rate It was 6.09%. Then it started rising and rising. Eventually nearing 7%. The Fed was easing but housing got more expensive" @_Investinq on X 2025-07-22 16:37:00 UTC 17.2K followers, XXX engagements
"And political signals arent helping. The Trump administration has proposed: Open pressure on the Fed to slash rates Attacks on Fed independence Thats a recipe for fiscal dominance" @_Investinq on X 2025-07-22 16:37:45 UTC 17.2K followers, XXX engagements
"Coinbase ( $COIN ) gets a $XXX target from Cantor driven by rising earnings and stablecoin momentum" @_Investinq on X 2025-07-21 10:42:02 UTC 17.2K followers, 1516 engagements
"JPMorgan is now worth more than Bank of America Citigroup and Wells Fargo combined. With $30B in profit in just six months savvy moves like acquiring First Republic and a $1T asset lead its become a league of its own" @_Investinq on X 2025-07-17 00:28:25 UTC 17K followers, 1752 engagements
"China just broke into the U.S. nuclear weapons agency through a Microsoft SharePoint hack. Let that sink in. This isnt some random ransomware hit its a straight-up national security failure. If our nuclear infrastructure is this easy to poke into what else is wide open We spend billions on defense and deterrence but a basic enterprise tool becomes the backdoor Disaster doesnt even begin to cover it" @_Investinq on X 2025-07-23 00:12:21 UTC 17.2K followers, 12.5K engagements
"Xs algorithm has been brutal lately. I posted a critique about it last week and a bunch of people messaged me saying they havent been seeing my posts at all. So if you do see my posts a quick like comment or repost helps signal to Xs algorithm that you want me in your feed. Appreciate each and every one of you" @_Investinq on X 2025-07-22 18:50:44 UTC 17.2K followers, 3937 engagements
"Key Events This Week (July 2125) From Fed speeches to housing data to a jam-packed earnings slate this week could drive major market moves. Heres everything you need to know to stay ahead. (Save this thread)" @_Investinq on X 2025-07-20 15:14:19 UTC 17.2K followers, 17.5K engagements
"Palantir ( $PLTR ) and Accenture ( $ACN ) have launched a strategic AI partnership focused on deploying Palantirs systems across U.S. federal agencies beginning with supply chain finance and edge-to-enterprise data integration" @_Investinq on X 2025-06-30 11:56:04 UTC 17.2K followers, XXX engagements
"@Gregatnelson They will probably say something good about robotaxis and get all the investors super excited Competition is heating up for Tesla BYD and Xiaomi are killing it in china" @_Investinq on X 2025-07-20 22:25:27 UTC 17.1K followers, XX engagements
"No matter how many bots I block they always seem to multiply How are we in 2025 and this is still a problem @elonmusk please fix this" @_Investinq on X 2025-07-21 01:19:38 UTC 17.2K followers, 2330 engagements
"BREAKING: Trump Media ( $DJT ) just revealed a $X billion Bitcoin acquisition sending the stock up over X% in premarket" @_Investinq on X 2025-07-21 12:49:31 UTC 17.2K followers, 1706 engagements
"@bryan_johnson Said every Florida man before becoming a headline" @_Investinq on X 2025-07-21 01:22:05 UTC 17.1K followers, XXX engagements
"I see your pointits about default risk mispricing between small-caps and junk. But then thats a different thesis than crash stocks to save bonds or Fed cuts when spreads blow out. Small-caps can suffer without junk cracking. And thats exactly what April showed equity carnage rising yields but credit held. So if the disconnect is your long-standing call fair. But using it to argue that crashing stocks forces Fed cuts doesnt hold up when the Fed just watched it happen. Appreciate the convo its all in the pursuit of learning Still love your content" @_Investinq on X 2025-07-12 17:23:57 UTC 17.1K followers, 1240 engagements
"This isnt just a Japanese election. Its a test of whether the modern global system built on trade openness financial interdependence and strategic alignment can hold under strain. If Japan wobbles we all feel the aftershocks" @_Investinq on X 2025-07-21 02:59:25 UTC 17.1K followers, XXX engagements
"Totally get that reshoring sounds great in theory but I think theres a difference between short-term pain and long-term self-sabotage. If policies are so chaotic that even $50B projects wont touch U.S. soil then were not bringing jobs back were just pushing them further away" @_Investinq on X 2025-07-22 04:26:04 UTC 17.2K followers, XXX engagements
"Fiscal dominance is when markets believe the Fed is no longer acting independently to fight inflation but is instead being used to help the government borrow cheaply. Once that fear sets in bond investors revolt. They dump Treasuries or demand much higher yields" @_Investinq on X 2025-07-22 16:37:50 UTC 17.2K followers, XXX engagements
"These XX components include things like: New manufacturing orders Initial jobless claims Building permits Average work hours Stock prices Consumer expectations Interest rate spreads (10Y Treasury Fed Funds rate) When most are weak Troubles brewing" @_Investinq on X 2025-07-22 13:58:23 UTC 17.2K followers, 1328 engagements
"Lets start with the basics. When the U.S. government needs money it borrows by issuing Treasury bonds. These are essentially IOUs to investors: Lend us money today and well pay you back with interest later. Theyre considered some of the safest investments in the world" @_Investinq on X 2025-07-17 19:06:25 UTC 17K followers, XXX engagements
"Trump announces a trade deal with Japan which includes a $XXX billion investment in the US and a XX% reciprocal tariff on Japanese goods imported to the US" @_Investinq on X 2025-07-22 23:23:59 UTC 17.2K followers, 1891 engagements
"This is classic vigilante behavior. Their tool The bond market. Their weapon Selling government debt. The result Higher borrowing costs not just for the government but for everyone" @_Investinq on X 2025-07-17 19:06:58 UTC 17.1K followers, XXX engagements
"Bond yields which reflect the interest investors demand to hold a countrys debt jumped. Japans 10-year government bond yield spiked to XXXXX% the highest in years. Long-term bonds like 30- and 40-years sold off too. Translation Markets expect more inflation and tighter policy" @_Investinq on X 2025-07-23 02:36:39 UTC 17.2K followers, 1212 engagements
"@AITJ_Hizakurige Thanks for the insight Youre right markets look calm now but thats only because Japans closed for the holiday. Tomorrow is going to be the real reaction. Yen stocks bonds everythings in play. With politics shaky and tariffs coming things could move fast" @_Investinq on X 2025-07-21 12:25:28 UTC 17.2K followers, XXX engagements
"In 2025 **a failed trade deal in Tokyo can: Spike U.S. Treasury yields Stoke inflation in Ohio Undermine Pacific deterrence Trigger political retaliation in Washington Thats the web we now live in" @_Investinq on X 2025-07-21 02:59:15 UTC 17.1K followers, XXX engagements
"@KobeissiLetter POWERHOUSE LAWSUIT sounds like something youd buy from a late-night infomercial. Now with XX% more defamation claims" @_Investinq on X 2025-07-18 22:56:42 UTC 16.9K followers, 2634 engagements
"Larry Ellison exercised XXXX million Oracle ( $ORCL ) shares this July at $XXXXX per share investing $XXXXX million. As of todays close that stake is now worth approximately $XXX billion representing a nearly 5x return in under a month The shares were part of a performance-based option grant" @_Investinq on X 2025-07-17 20:28:23 UTC 17K followers, 1394 engagements
"🚨 Trump may want to fire Fed Chair Jerome Powell. But pulling that trigger has MASSIVE consequences. Heres why its likely illegal and why firing Powell could backfire spectacularly. (Save this thread)" @_Investinq on X 2025-07-16 18:37:32 UTC 17.2K followers, 41.9K engagements
"Reporter: Do you think Jay Powell should stick around Mike Johnson: My opinion is that we should reduce interest rates. The American economy is hot. Reporter: But if it's too hot you don't want to cut rates" @_Investinq on X 2025-07-18 13:13:34 UTC 17.1K followers, 3283 engagements
"Reporter: When is the last time you talked to Jerome Powell Trump: When he was in my office Reporter: What did you tell him Trump: I told him he's doing a very bad job. He's way late. We should have the lowest interest rate anywhere in the world" @_Investinq on X 2025-07-15 17:52:19 UTC 17.2K followers, 2019 engagements
"ChatGPT works for you now crypto just went mainstream plus more FREE newsletter is out (sorry about sending the email twice there was a mess up with the formatting it will never happen again)" @_Investinq on X 2025-07-19 02:07:06 UTC 16.9K followers, 3558 engagements
"Former UK Prime Minister Rishi Sunak has returned to Goldman Sachs ( $GS ) as an adviser" @_Investinq on X 2025-07-12 22:36:09 UTC 17K followers, 1391 engagements
"To put that in context net interest in June exceeded: What we spent on defense ($66B) What we spent on income security programs like food stamps and unemployment ($54B) And nearly matched Medicare spending ($95B) Interest is now one of our largest monthly expenses" @_Investinq on X 2025-07-23 13:08:54 UTC 17.2K followers, XXX engagements
"It worked at first but by 1951 inflation was out of control over 20%. The Fed wanted to raise rates to stop prices from spiraling. President Truman said no. He wanted cheap debt not economic stability" @_Investinq on X 2025-07-19 14:54:29 UTC 16.9K followers, 1274 engagements
"Its the reflexive loop. So many people are selling volatility (through short 0DTEs) that theyre suppressing volatility. Selling vol lowers implied volatility attracts more short vol trades reinforces calm markets. Until something breaks" @_Investinq on X 2025-07-18 14:23:39 UTC 17.2K followers, XXX engagements
"Writing a newsletter in 2025 has honestly been one of the most unexpected ways Ive learned more than I ever thought I would. Not just about markets or business or tech but about the world in general. Every time I go digging for stories I end up teaching myself something new and sometimes I come across things that stop me cold like this story when I found out babies have been born with DNA from three different people. Yeah. Thats a real thing. Its called mitochondrial donation. Basically scientists can now prevent serious inherited diseases by using a third persons healthy mitochondria during" @_Investinq on X 2025-07-18 21:50:06 UTC 16.9K followers, 1846 engagements
"Lets add context: The U.S. is now running $2+ trillion annual deficits and needs a steady stream of foreign buyers to finance its debt at scale. If your largest lender becomes a question mark the cost of capital for the U.S. government rises" @_Investinq on X 2025-07-21 02:58:39 UTC 17.1K followers, XXX engagements
"Housing data is collected through surveys to renters. But if a renter stops responding the BLS doesnt just skip them. Instead it uses non-interview imputation a method that estimates rent based on similar units nearby or from past responses" @_Investinq on X 2025-07-21 15:30:37 UTC 17.2K followers, 1442 engagements
"Trump administration releases 230000 pages of documents on Martin Luther King's assassination Anything to distract us from the Epstein files" @_Investinq on X 2025-07-21 20:16:14 UTC 17.2K followers, 1459 engagements
"US Presidential Election in 2028 winner chances. how does JD Vance have this great of a lead democratic party is in shambles right now They better step up their game" @_Investinq on X 2025-07-22 00:32:34 UTC 17K followers, XXX engagements
"@pulte contrary to the popular opinion lowering interest rates do not lower the mortgage rates" @_Investinq on X 2025-07-23 01:04:44 UTC 17.2K followers, XXX engagements
"Jim Cramer just introduced a new acronym on Mad Money: PARC- Palantir ( $PLTR ) AppLovin ( $APP ) Robinhood ( $HOOD ) and Coinbase ( $COIN ) He calls it a new place to P-A-R-C your money. P-A-R-C spelled backwords is C-R-A-P and thats exactly what Jim crammer is about to do to these stocks" @_Investinq on X 2025-07-14 22:39:39 UTC 17.1K followers, 5612 engagements
"🚨 Trump announces XX% tariff on Brazil. The Brazilian real sank XXXX% against the U.S. dollar" @_Investinq on X 2025-07-09 20:28:38 UTC 17K followers, 3314 engagements
"Thursday: Blackstone Union Pacific Intel Dow Deckers Friday: Phillips XX HCA Aon Charter These names will set the tone across sectors from AI to housing to consumer strength" @_Investinq on X 2025-07-20 15:15:07 UTC 17K followers, XXX engagements
"🚨 2025 is quietly becoming a graveyard for U.S. companies. XXX large companies have declared bankruptcies in the last X months. It's the most since 2010 a year after the Financial Crisis. (Save this thread)" @_Investinq on X 2025-07-10 16:52:06 UTC 17.2K followers, 17.4K engagements
"Tuesday July 22: Fed Chair Powell Speaks 8:30 AM ET at At the European Central Bank Forum Markets will parse every word for rate clues. If Powell sounds hawkish (leaning toward rate hikes or delays in cuts) expect yields to rise and stocks to dip If he leans dovish we could see a relief rally" @_Investinq on X 2025-07-20 15:14:24 UTC 17K followers, 1090 engagements
"🚨Donald Trump is calling out Obama now Trump says that Obama 'himself' manufactured 'Russia hoax'" @_Investinq on X 2025-07-22 00:19:50 UTC 17.2K followers, 2192 engagements
"Lets start with the basics. When people say the Fed is cutting rates theyre talking about the federal funds rate the short-term interest rate banks charge each other for overnight loans. Its the main lever the Fed uses to influence the economy" @_Investinq on X 2025-07-22 16:36:43 UTC 17.2K followers, XXX engagements
"Pepsis ( $PEP ) revenue may be fizzing up but its market share is falling flat overtaken by Dr Pepper (8.7%) and even Sprite (8.03%) for the first time ever. Meanwhile Coca-Cola ( $KO ) still reigns with a dominant XXXX% slice of Americas soda stream as Pepsi slips to fourth" @_Investinq on X 2025-07-21 00:07:03 UTC 17.2K followers, 2291 engagements
"@SpencerHakimian well maybe if they collect the data accurately Did yall know that XX% of the prices used in CPI wasnt actually collected they were all estimated" @_Investinq on X 2025-07-21 17:06:15 UTC 17.2K followers, 16.2K engagements
"Now to the one most Americans feel every day: household debt. Total consumer debt is now $XXXX trillion including: Mortgages: $12.8T Student loans: $1.63T Auto loans: $1.64T Credit cards: $1.18T Its the highest ever recorded" @_Investinq on X 2025-07-10 14:02:23 UTC 17K followers, XXX engagements
"Carvana wasnt alone. Aeva Technologies a small-cap Lidar firm with minimal revenue and no profits surged XXX% in X months. It had no major news no breakout product no earnings just hype. Reddit threads finfluencer videos momentum chasers. Pure meme stock behavior" @_Investinq on X 2025-07-08 19:12:39 UTC 17.1K followers, XXX engagements
"US Treasury Secretary Scott Bessent says Federal Reserve Chair Jerome Powell should step down from the central banks board when his term as chair is up in May 2026" @_Investinq on X 2025-07-15 12:37:08 UTC 17K followers, 1428 engagements
"U.S. GDP the total value of all goods and services produced annually is around $2830 trillion in 2025. That means total debt is more than XXX the size of the economy. Its like owing $340000 on a $100000 income with interest rising" @_Investinq on X 2025-07-10 14:01:26 UTC 17K followers, XXX engagements
"Markets dont like that. When the UK tried something similar in 2022 tax cuts and big spending without a plan investors panicked. Bond yields spiked. The British pound tanked. The Prime Minister resigned in XX days. Confidence evaporates fast when you mess with central bank independence" @_Investinq on X 2025-07-19 14:55:42 UTC 17.1K followers, 1423 engagements
"BlackRock ( $BLK ) just hit a jaw-dropping $XXXX trillion in assets under management" @_Investinq on X 2025-07-20 17:04:46 UTC 17.2K followers, 2022 engagements
"Elon Musks xAI is back in the market for another $12B aiming to snap up more Nvidia ( $NVDA ) chips for a massive data center build. The company recently raised $10B and is now leaning on Valor Equity to lead a chip-backed debt raise as it ramps up spending to $13B in 2025" @_Investinq on X 2025-07-22 16:01:40 UTC 17.2K followers, 1048 engagements
"Heres how it works: The Fed adjusts interest rates the cost of borrowing money to manage the economy. If inflation is too high it raises rates to slow things down. If the economy is weak it lowers rates to boost spending and jobs. This is called monetary policy" @_Investinq on X 2025-07-19 14:54:03 UTC 16.9K followers, XXX engagements
"But heres the problem: markets wont wait for a court ruling. If the President fires the Fed Chair for political reasons investors interpret that as a signal that the Fed is no longer independent. Thats a confidence breaker and confidence is everything" @_Investinq on X 2025-07-16 18:38:40 UTC 17.1K followers, XXX engagements
"Goldman Sachs ( $GS ) and BNY Mellon ( $BK ) are set to launch tokenized money market fund access for institutional investors per CNBC" @_Investinq on X 2025-07-23 11:46:01 UTC 17.2K followers, XXX engagements
"🚨Trump says he has officially asked the Justice Department to release all Grand Jury testimony with respect to Jeffrey Epstein. Also Trump: The Trump administration ordered FBI agents investigating the Epstein files to "flag" any mentions of Trump according to the Senate Judiciary Committee" @_Investinq on X 2025-07-19 13:21:09 UTC 16.9K followers, 1896 engagements
"But heres where it gets interesting despite the explosion in daily option trades realized volatility has dropped. Yes more people are trading more options faster than ever and markets have gotten calmer. What gives" @_Investinq on X 2025-07-18 14:23:34 UTC 17.2K followers, XXX engagements
"🚨 Trump wants to take control of the central bank. Hes pressuring Powell to cut rates or get out of the way. The last time a president tried this it triggered runaway inflation and a decade of economic pain. (Save this thread)" @_Investinq on X 2025-07-19 14:53:52 UTC 17K followers, 11.6K engagements
"New Home Sales 10:00 AM ET Unlike existing home sales this measures purchases of newly built homes. Higher sales = bullish for construction materials and mortgage sectors. Lower sales = potential demand problem or affordability crunch" @_Investinq on X 2025-07-20 15:14:50 UTC 17.1K followers, XXX engagements
"The CEI rose XXX% in June so technically the economy is still growing. But growth is slowing. The CEIs 6-month increase is just XXX% down from XXX% earlier. Its like a car still moving uphill but with less gas each month" @_Investinq on X 2025-07-22 13:59:08 UTC 17.2K followers, XXX engagements
"Each country has its reasons. China is diversifying away from the dollar. Japans bond yields are rising so insurers prefer to invest domestically. Even Japans government trimmed its own bond issuance recently due to weak appetite at home" @_Investinq on X 2025-07-15 19:28:23 UTC 17K followers, XXX engagements
"Futures open slightly red Read this thread to see all the key events happening for this week" @_Investinq on X 2025-07-20 22:14:17 UTC 17.2K followers, 4008 engagements
"And then there's Avis Budget yes the rental car company. Its technically profitable but its stock still soared XXX% since April behaving more like a meme darling than a stable business. Why Because it spiked in 2021 and traders remembered so they ran it back" @_Investinq on X 2025-07-08 19:12:44 UTC 17.1K followers, XXX engagements
"The more important figure is net interest: $XX billion in June. Net interest is what the Treasury actually pays out to external creditors excluding internal transfers within government accounts. This is real cash leaving the U.S. Treasury" @_Investinq on X 2025-07-23 13:08:49 UTC 17.2K followers, XXX engagements
"Rice prices in Japan have skyrocketed rising faster than they have in over XX years. This sharp increase in the cost of a staple food is now playing a major role in pushing up inflation across the country. With food-related prices jumping more than expected the Bank of Japan may soon revise its inflation outlook and possibly consider new policy moves" @_Investinq on X 2025-07-19 21:53:30 UTC 17.2K followers, 5767 engagements
"When people say inflation they usually mean CPI the Consumer Price Index. It measures how much the average cost of living has changed over time. Think: a basket of groceries gas rent medical bills clothes and movie tickets. If that basket cost $XXX in 2021 and now costs $XXX thats XX% inflation" @_Investinq on X 2025-07-18 18:54:05 UTC 17K followers, XXX engagements
"🚨 Nvidia is worth over $X trillion. Its now bigger than the entire UK stock market and XXX% of global GDP. But behind the hype is a terrifying truth. (Save this thread)" @_Investinq on X 2025-07-15 13:44:52 UTC 17.2K followers, 39.6K engagements
"Lucid Motors stock $LCID is up over XX% in premarket trading after Uber announced a $XXX million investment for a Robotaxi partnership" @_Investinq on X 2025-07-17 12:43:32 UTC 17K followers, 1519 engagements
"This situation high inflation + slow growth is called stagflation. Its one of the hardest scenarios to manage. Consumers lose spending power. Businesses lose pricing power. But banks They profit as long as markets stay messy" @_Investinq on X 2025-07-11 18:29:13 UTC 17K followers, XXX engagements
"Heres the problem: The Fed doesnt set mortgage rates. Those are set by the bond market particularly the 10-year Treasury yield the interest investors demand to lend money to the U.S. government for a decade. And thats where the disconnect begins" @_Investinq on X 2025-07-22 16:36:54 UTC 17.2K followers, XXX engagements
"From a XX% crash to a 3000%+ surge Carvana ( $CVNA) may have pulled off the comeback of the decade" @_Investinq on X 2025-07-08 17:48:37 UTC 17.2K followers, 1691 engagements
"But this isn't just economic. Its strategic. Japan is the cornerstone of Americas Indo-Pacific security network hosting 50000 U.S. troops and serving as a forward base of deterrence against China and North Korea" @_Investinq on X 2025-07-21 02:58:59 UTC 17.1K followers, XXX engagements
"Central bank independence means the Fed makes decisions based on long-term economic stability not short-term political gains. Without it every future rate hike or cut is viewed with suspicion: Was this to fight inflation or to help an election" @_Investinq on X 2025-07-16 18:38:45 UTC 17.1K followers, XXX engagements
"Bond markets: As inflation rose so did bond yields and that crushed bond prices. Investors demanded more return to compensate for inflation risk especially on long-dated debt. The result A historic bond market crash in 202223" @_Investinq on X 2025-07-18 18:56:05 UTC 17K followers, XXX engagements
"🚨Trump says he filed a Powerhouse lawsuit suing everyone tied to the WSJ article that published a letter allegedly from him to Epstein calling it defamatory. POWERHOUSE LAWSUIT sounds like something youd buy from a late-night infomercial. Now with XX% more defamation claims" @_Investinq on X 2025-07-18 23:04:14 UTC 16.9K followers, 1523 engagements
"🚨 Trump triggered the biggest copper surge in U.S. history. One comment. Record spike. Let me show you how this could ripple through the entire economy (Save this thread)" @_Investinq on X 2025-07-09 21:31:17 UTC 16.9K followers, 45.4K engagements
"But leverage cuts both ways. The more a bank borrows relative to its capital the more vulnerable it becomes to losses. And since banks lend to each other one collapse can cascade across the system. Thats what happened in 2008" @_Investinq on X 2025-07-10 14:02:18 UTC 17K followers, XXX engagements
"On January XX 2025 Nvidia dropped XX% in a single day. That erased $XXX billion in market value more than the GDP of Sweden. The Nasdaq another major U.S. stock index dropped XXX% almost entirely because of Nvidia. One stock moved the entire market" @_Investinq on X 2025-07-15 13:45:02 UTC 17K followers, 1118 engagements
"And higher yields create a chain reaction. Lets walk through how it affects everyone: Government debt gets more expensive Mortgage rates go up Car loans and student loans follow Companies have to pay more to borrow Stocks fall because profits shrink Its a domino effect" @_Investinq on X 2025-07-15 19:28:02 UTC 17.1K followers, XXX engagements
"@RachialSlurre @SpencerHakimian Clearly that was a joke Spencer is calling Trump supporters who uses scripture selectively especially given Trumps own history" @_Investinq on X 2025-07-20 14:11:59 UTC 17K followers, XX engagements
"Chick-fil-A just pulled off an App Store takeover. After launching new games and freebies tied to its Code Moo promo downloads for the Chick-fil-A app hit 106K in a single day while the new Chick-fil-A Play app wasnt far behind at 103K. Free nuggets = viral growth" @_Investinq on X 2025-07-20 21:14:23 UTC 17.2K followers, 1879 engagements
"🚨 Stocks crashed out of nowhere. No headlines. No Fed meeting. No war. Just one thing: a bad bond auction. What actually happened was deeper and more dangerous than it looked. Lets break down the 20-year bond auction disaster that rocked the market 🧵" @_Investinq on X 2025-05-21 19:49:29 UTC 17K followers, 958.7K engagements
"@Acyn Cool but when is the Epstein files getting released" @_Investinq on X 2025-07-23 00:00:08 UTC 17.2K followers, 1261 engagements
"But many companies took on leveraged debt borrowing lots relative to their earnings. A big chunk of that is junk-rated meaning it carries high default risk. Now that interest rates have jumped refinancing is painful and dangerous" @_Investinq on X 2025-07-10 14:02:02 UTC 17.1K followers, XXX engagements
"@SpencerHakimian Thats cool but whens the Epstein files dropping" @_Investinq on X 2025-07-22 13:31:50 UTC 17.2K followers, 1074 engagements
"Prime Minister Shigeru Ishibas government has now lost its majority in both chambers of Japans parliament. His strategy Signal strength in trade talks with the U.S. to boost public support. The reality Voters punished him over inflation stagnating wages and immigration anxiety" @_Investinq on X 2025-07-21 02:57:57 UTC 17.1K followers, 1709 engagements
"Yields rise when bond prices fall usually because investors fear inflation higher interest rates or credit risk. In this case traders thought: The deal might fuel growth and inflation The Bank of Japan (BoJ) might hike rates faster Japans massive debt might get riskier to finance" @_Investinq on X 2025-07-23 02:36:44 UTC 17.2K followers, 1226 engagements
"Think tariffs arent hitting you Think again. Amazon pledged to keep prices low but quietly raised them on 1200+ essentials. Blame tariffs not suppliers. Amazon kept its word on big-ticket items but made basics quietly more expensive" @_Investinq on X 2025-07-21 19:55:00 UTC 17.2K followers, 2311 engagements
"CPI tells us how expensive life is getting. Its used to: Set Social Security adjustments Adjust tax brackets Guide interest rate policy at the Fed Set wages in contracts Price trillions in bonds and loans Its arguably the most powerful number in the economy" @_Investinq on X 2025-07-21 15:29:44 UTC 17.2K followers, 2698 engagements
"So how is the $XXXX trillion deficit being funded so far this year the Treasury has: Borrowed $XXX billion from the public (new bonds issued) Spent $XXX billion from the governments own cash reserves Made $XXX billion in internal adjustments and timing shifts" @_Investinq on X 2025-07-23 13:09:23 UTC 17.2K followers, XXX engagements
"Thursday July XX. Initial Jobless Claims 8:30 AM ET Tracks how many people filed for unemployment for the first time. If claims stay low it signals a strong labor market bad news if you're hoping for rate cuts. A spike could spook markets about weakening jobs" @_Investinq on X 2025-07-20 15:14:40 UTC 17K followers, XXX engagements
"Next up: corporate debt a quiet but massive risk. Nonfinancial companies (everything from manufacturers to tech firms) owe $XXXX trillion as of Q1 2025. Most borrowed heavily when interest rates were near zero" @_Investinq on X 2025-07-10 14:01:57 UTC 17.1K followers, XXX engagements
"@financialjuice contrary to the popular opinion lowering interest rates does not lower your mortgage rates" @_Investinq on X 2025-07-23 13:12:31 UTC 17.2K followers, XXX engagements
"The Fed the US central bank is now stuck. If they cut rates inflation gets worse. If they raise rates growth slows further. Theyre in a holding pattern and forecasts for US economic growth have already been slashed to XXX% for 2025" @_Investinq on X 2025-07-11 18:29:08 UTC 17K followers, XXX engagements
"@nikolayspp @financialjuice Sorry bro I meant to say sandisk not astrazenca" @_Investinq on X 2025-07-22 11:51:49 UTC 17.2K followers, XX engagements
"Heres the issue: rent doesnt move like groceries. Its slow sticky and lags. If were mismeasuring rents it means were misreading core inflation the part of inflation that excludes food and energy and guides long-term Fed policy" @_Investinq on X 2025-07-21 15:30:43 UTC 17.2K followers, 1287 engagements
"Yeah mostly true. Tariffs dont show up as their own line item in CPI but if theyre baked into the final retail price which they usually are they do get captured. The issue is timing and pass-through. Its not always immediate or complete which is why the data can feel disconnected from what people actually feel day to day. Thank you for reading" @_Investinq on X 2025-07-21 16:41:06 UTC 17K followers, XX engagements
"The Fed hasnt hiked rates in 2025. But long-term yields are climbing and mortgage rates are spiking. One reason Bond vigilantes are back driving up the governments borrowing costs and yours. (Save this thread)" @_Investinq on X 2025-07-17 19:06:20 UTC 17.2K followers, 12.8K engagements
"🚨🚨 US nuclear weapons agency reportedly compromised in Microsoft SharePoint cyberattack. China just broke into the U.S. nuclear weapons agency through a Microsoft SharePoint hack. This isnt some random ransomware hit its a straight-up national security failure. If our nuclear infrastructure is this easy to poke into what else is wide open We spend billions on defense and deterrence but a basic enterprise tool becomes the backdoor Disaster doesnt even begin to cover it" @_Investinq on X 2025-07-23 00:16:32 UTC 17.2K followers, 2521 engagements
"Charles Schwab just posted its highest-ever trading revenue hitting $950M in Q2 as retail activity surged on tariff-fueled volatility. Earnings crushed expectations and the firms stock hit a record high with crypto trading now on deck as its next big growth push" @_Investinq on X 2025-07-20 18:09:05 UTC 17.2K followers, 2316 engagements
"Interest rates: Central banks raised rates to cool inflation. The Fed went from X% to XXX% in XX months the fastest hike since Volcker in the 1980s. Higher rates slow spending increase borrowing costs and can trigger recessions" @_Investinq on X 2025-07-18 18:56:00 UTC 17K followers, XXX engagements
"🚨JUST IN: House GOP will subpoena Ghislaine Maxwell to testify before Congress. Buckle up things are about to get wild" @_Investinq on X 2025-07-22 16:19:36 UTC 17.2K followers, 1472 engagements
"🚨 Since 2021 global prices have exploded. UK prices +27.4%. Eurozone +22.6%. US +22.4% . China Just +2.1% Same planet same pandemic but wildly different inflation. (Save this thread)" @_Investinq on X 2025-07-18 18:54:00 UTC 17.2K followers, 6446 engagements
"@SpencerHakimian Is this a budget meeting or a Pokmon battle" @_Investinq on X 2025-07-22 04:20:51 UTC 17.2K followers, 1655 engagements
"This dynamic shows up in the yield curve. The yield curve is a graph of bond yields from short-term (like X years) to long-term (like XX years). When long-term yields rise faster than short-term it creates a steep curve called a bear steepening. Thats what were seeing now" @_Investinq on X 2025-07-17 19:07:15 UTC 17K followers, XXX engagements
"🚨 Japan just had a political earthquake. Its ruling coalition lost power weeks before a major tariff deadline with the U.S. The fallout could hit everything from car prices to the U.S. bond market. (Save this thread)" @_Investinq on X 2025-07-21 02:57:52 UTC 17.2K followers, 29.2K engagements
"🚨Kohls just went full meme stock. Up XX% in a day no news just Reddit call options and chaos plus way more Read everything XXX% FREE in my newsletter" @_Investinq on X 2025-07-23 01:57:36 UTC 17.2K followers, 1232 engagements
"In fact Trump said the U.S. will receive XX% of the profits. Thats not how foreign direct investment (FDI) works. FDI is when a company or government invests in another countrys infrastructure factories or assets. The investor owns the project they dont donate profits" @_Investinq on X 2025-07-23 02:37:10 UTC 17.2K followers, 1379 engagements
"And dont forget earnings. Huge names report this week: JPMorgan Goldman Sachs Netflix American Express United Airlines ASML PepsiCo Each one gives insight into a different part of the economy" @_Investinq on X 2025-07-13 19:29:15 UTC 17.1K followers, XXX engagements
"Think of the 30-Year Treasury Bond like a long-term loan to Uncle Sam. You lend money for XX years the government pays you interest every X months and returns your principal at the end. Its long been considered the safest long-term investment in the world" @_Investinq on X 2025-07-15 19:27:05 UTC 17.2K followers, XXX engagements
"@unusual_whales If gaslighting was an Olympic sport this answer just set a new world record" @_Investinq on X 2025-07-20 22:02:50 UTC 17.1K followers, 5114 engagements
"🚨 Wall Streets biggest illusion That rate cuts = lower mortgage rates. But after the Fed cut rates in September 2024 mortgage rates went up not down. (Save this thread)" @_Investinq on X 2025-07-22 16:36:38 UTC 17.2K followers, 22.9K engagements
"Heres the thing: Japan has made no official confirmation of that figure. Its total overseas investment each year is only a few hundred billion. A $550B commitment would be massive and theres no evidence its real as of yet" @_Investinq on X 2025-07-23 02:37:05 UTC 17.2K followers, XXX engagements
"@SpencerHakimian I am going to repeat this over and over again. Lowering interest rates does not lower your mortgage rates" @_Investinq on X 2025-07-23 13:23:23 UTC 17.2K followers, 1861 engagements
"It all started when Trump announced a bilateral trade deal with Japan on Truth Social (yes not a press release). He claimed: Japan will invest $550B in the U.S and a XX% reciprocal tariff on Japanese goods imported to the US. Markets went haywire" @_Investinq on X 2025-07-23 02:36:33 UTC 17.2K followers, 1413 engagements
"Bond yields across Japans 20- 30- and 40-year maturities have surged to historic levels. The 40-year yield just hit XXXXX% and the 30-year reached 3.15%. For Japan a country used to near-zero rates for decades this is a financial earthquake" @_Investinq on X 2025-07-14 13:05:25 UTC 17K followers, 45.1K engagements
"🚨 Japans bond market is melting down. Why A sudden Trump trade deal XX% tariffs and a claim of $550B in Japanese investment. But is any of it real or just political theater (Save this thread)" @_Investinq on X 2025-07-23 02:36:27 UTC 17.2K followers, 21.6K engagements
"@Jack878818 I am afraid space X will be a trillion dollar company in the next decade or so" @_Investinq on X 2025-07-19 02:42:13 UTC 17K followers, XX engagements
"Its not just this one ratio either. The Dow Jones to GDP ratio another long-term valuation signal is also at a record high. Every time this spiked a correction followed" @_Investinq on X 2025-07-14 16:24:41 UTC 17K followers, 2368 engagements
"A recent survey showed nearly XX% of Wall Street strategists think bond supply will outpace demand soon. Thats like saying the government will keep baking pies but the line of customers isnt getting any longer. So theyll have to cut prices (raise yields) to sell" @_Investinq on X 2025-07-15 19:27:57 UTC 17.1K followers, XXX engagements
"Totally get where youre coming from and youre right that $NVDA is in a different league from the 2021 hype names. But I think people forget how fast sentiment shifts. Even the best companies get caught in the crossfire when the mood changes. Yeah Nvidias printing cash but the multiple still expands on vibes. If the boredom trade unwinds it wont just hit meme names flows will dry up across the board. Fundamentals matter but in a market priced for perfection even great earnings cant protect you from gravity" @_Investinq on X 2025-07-22 23:53:46 UTC 17.2K followers, 1489 engagements
"BlackRock ( $BLK ) reported earnings this morning posting EPS of $XXXXX vs. $XXXXX expected. Revenue came in at $5.42B slightly above the $5.41B forecast. Assets Under Management hit $12.53T topping expectations of $12.31T" @_Investinq on X 2025-07-15 12:17:49 UTC 17K followers, 1242 engagements
"Why is it so damn hard to grow on X in 2025 I spend hours sometimes days on a writing a single thread. I make content thats thoughtful original and genuinely valuable but when you hit post Crickets (thank you for those who like and share my content appreciate each and every one of you). The algorithm doesnt care. It doesnt reward effort. It doesnt reward quality. It rewards reach which more often than not means rewarding existing followers. If you dont already have an audience good luck getting seen. And thats the most demoralizing part as a creator. Youre doing everything right. Youre" @_Investinq on X 2025-07-18 19:57:12 UTC 17.1K followers, 12.4K engagements
"That idea a new accord might sound boring. But its referencing a moment in history when a similar power struggle almost blew everything up. To understand whats happening now you need to know what happened in 1951" @_Investinq on X 2025-07-19 14:54:18 UTC 16.9K followers, 1226 engagements
"The crisis forced a historic compromise: The 1951 Treasury-Fed Accord. It let the Fed make its own decisions without interference from the White House or Treasury. Thats when the Fed became what we now call an independent central bank" @_Investinq on X 2025-07-19 14:54:39 UTC 16.9K followers, 1215 engagements
"So what moves the 10-year yield Expectations. Investors price in what they think will happen to inflation debt government policy and central bank credibility over the next X XX or XX years. Thats what drives long-term rates now not Jerome Powells pressers" @_Investinq on X 2025-07-22 16:37:11 UTC 17.2K followers, XXX engagements
"Why does this matter to everyday people Because Treasury yields especially the 10-year yield affect nearly every corner of the economy: 30-year mortgage rates Car loans and credit cards Business loans Student loans When yields rise borrowing gets more expensive" @_Investinq on X 2025-07-17 19:07:03 UTC 17.1K followers, XXX engagements
"🚨 One of the biggest threats to the economy right now isnt just inflation or debt. Its something deeper. Were quietly losing the ability to track the economy with real data. (Save this thread)" @_Investinq on X 2025-07-21 15:29:33 UTC 17.2K followers, 65.7K engagements
"🚨 The U.S. just triggered its third recession signal in a row. The Leading Economic Index slipped again in June as key indicators weaken. Heres what the data says about where the economy is headed. (Save this thread)" @_Investinq on X 2025-07-22 13:58:05 UTC 17.2K followers, 30K engagements
"The person in the spotlight is Jerome Powell the Chair of the Federal Reserve or the Fed for short. The Fed is Americas central bank. Its one of the most powerful institutions in the world. Its job Keep prices stable keep people employed and make sure the financial system doesnt collapse" @_Investinq on X 2025-07-19 14:53:57 UTC 16.9K followers, XXX engagements
"So whats Buffett himself doing Hes sitting on $347+ billion in cash at Berkshire Hathaway. Hes not chasing this rally. Hes waiting for prices to return to Earth" @_Investinq on X 2025-07-14 16:25:46 UTC 17.1K followers, 1527 engagements
"S&P XXX closes at new all-time high of 6309" @_Investinq on X 2025-07-22 20:03:02 UTC 17.2K followers, 1171 engagements
"So whats causing it Start with the Federal Reserve aka "the Fed" Americas central bank. It sets interest rates to control inflation. From 2020 to 2025 the Fed raised its policy rate from near X% to XXX% the most aggressive hike since before 2008" @_Investinq on X 2025-07-10 16:52:16 UTC 17.1K followers, XXX engagements
"McDonalds ( $MCD ) is officially bringing back the Snack Wrap to its menu starting today" @_Investinq on X 2025-07-10 11:17:21 UTC 17K followers, 1029 engagements
"Japan to increase rice purchases by XX% and buy $8B in agricultural and other goods - White House official" @_Investinq on X 2025-07-23 12:41:04 UTC 17.2K followers, 1025 engagements
"Now imagine the worst-case scenario: A market crash hits Private equity valuations plummet (but arent reported yet) 401(k) participants try to withdraw Funds gate redemptions Savers discover losses years later Lawsuits followbut fiduciaries claim they followed guidance Whos left holding the bag You" @_Investinq on X 2025-07-17 15:03:58 UTC 17.2K followers, XXX engagements
"America spent $820B on defense in FY2023.Thats XX% of the entire federal budget. But a huge chunk of that doesnt go to soldiers tanks or jets. It goes to defense contractors under contracts where the more they spend the more they profit" @_Investinq on X 2025-06-18 12:15:06 UTC 17.2K followers, XXX engagements
"Friday July XX Durable Goods Orders 8:30 AM ET Tracks big-ticket items that last 3+ years think planes trucks and appliances. Surprise to the upside = strong business and consumer investment. Weak read = caution or economic slowdown" @_Investinq on X 2025-07-20 15:14:55 UTC 17K followers, XXX engagements
"And guess what Only one major component is holding things up: stocks. The S&P XXX rallied for two straight months but everything else Weak consumer confidence rising layoffs fewer new orders shrinking hours The real economy is not rallying" @_Investinq on X 2025-07-22 13:58:29 UTC 17.2K followers, 1202 engagements
"Central banks are diverging fast in 2025. The U.S. has held rates steady so far signaling a higher for longer stance even as inflation cools. Meanwhile countries like Argentina and Turkey are hiking aggressively (200+ bps) while Brazil and Poland are in easing mode. Bank Indonesia just cut rates and signaled more may come while Angola is holding steady amid global uncertainty" @_Investinq on X 2025-07-22 00:06:07 UTC 17.2K followers, 1995 engagements
"@leadlagreport I am watching them fake the CPI reports" @_Investinq on X 2025-07-22 02:42:53 UTC 17.1K followers, 1303 engagements
"@RapidResponse47 contrary to the popular opinion lowering interest rates does not lower your mortgage rates" @_Investinq on X 2025-07-23 13:12:26 UTC 17.2K followers, XXX engagements
"These are the key earnings to watch this week: Not the full list just the ones that move markets. Tuesday: Coca-Cola GM RTX Lockheed Martin Texas Instruments Capital One Wednesday: AT&T Tesla Google Chipotle IBM ServiceNow T-Mobile" @_Investinq on X 2025-07-20 15:15:01 UTC 17.1K followers, XXX engagements
"🚨 Japans 40-year bond yield just hit an all-time high and its sending shockwaves across the globe. If you care about inflation interest rates or the U.S. economy pay attention. Whats happening in Tokyo could affect global markets. (Save this thread)" @_Investinq on X 2025-07-08 15:50:01 UTC 17.2K followers, 159.4K engagements
"Back then the U.S. had just come out of WWII. It had racked up massive debt to fight the war. To help pay for it the government told the Fed: Keep interest rates low so we can borrow cheaply. This setup is called financial repression using the central bank to make debt cheaper even if inflation rises" @_Investinq on X 2025-07-19 14:54:24 UTC 16.9K followers, 1325 engagements
"Trumps trade policy only accelerates this shift. His administration has already forced the U.K. Vietnam and others into tougher deals with higher tariffs. Japan despite being a top ally is being told: accept the terms or face full penalties" @_Investinq on X 2025-07-21 02:59:20 UTC 17.1K followers, XXX engagements
"That leads to another issue: political risk. With Ishibas approval falling his party fractured and no formal legislative backing theres a real chance Japan walks back or dilutes this deal. Especially on sensitive issues like rice or budget commitments" @_Investinq on X 2025-07-23 02:38:13 UTC 17.2K followers, XXX engagements
"Microsoft ( $MSFT ) has hired nearly two dozen employees from Google DeepMind intensifying the battle for AI talent CNBC reports. Googles AI division is starting to look like a LinkedIn recommendation feed for Microsoft" @_Investinq on X 2025-07-22 16:26:44 UTC 17.2K followers, XXX engagements
"Microsoft ( $MSFT ) CEO Satya Nadella announced the worlds first operational deployment of a Level X quantum computer" @_Investinq on X 2025-07-17 16:52:51 UTC 17K followers, 1263 engagements
"@chiganjagang Neither lol I just hate soda in general but I do own coke share though" @_Investinq on X 2025-07-21 01:08:02 UTC 17K followers, XX engagements
"Now lets talk about the deeper problem: rising interest rates. The average interest rate on U.S. debt is now around 4.2%. Just two years ago it was closer to 1.5%. As old bonds mature theyre being replaced with higher-interest debt. Thats compounding the problem" @_Investinq on X 2025-07-23 13:09:28 UTC 17.2K followers, XXX engagements
"@RedFlagRobbi3 @leadlagreport The US needs to ban only fans like china" @_Investinq on X 2025-07-22 02:45:37 UTC 17.1K followers, XXX engagements
"Truman even brought the entire Fed board into the Oval Office and claimed they had pledged to support his plan. They hadnt and they leaked their version of the meeting to the press. Suddenly the countrys central bank was publicly defying the president" @_Investinq on X 2025-07-19 14:54:34 UTC 16.9K followers, 1262 engagements
"The Fed also oversees banks helps prevent financial crises and plays emergency firefighter when Wall Street melts down. But heres the key thing: the Fed is supposed to be independent. That means it makes decisions based on data not politics" @_Investinq on X 2025-07-19 14:54:08 UTC 16.9K followers, XXX engagements
"🚨🚨Donald Trump is suing News Corp Rupert Murdoch and others for at least $XX billion in damages over a Wall Street Journal article. The crazy part is hell probably walk away with a settlement because these companies rarely want to go to war with a president of the United States Its easier for them to quietly pay up like CBS did in the past rather than risk a drawn-out legal battle and the possibility of setting a precedent. These cases almost never make it to trial and thats exactly the problem" @_Investinq on X 2025-07-18 22:51:57 UTC 17.1K followers, 1896 engagements
"And these tariffs are no longer symbolic. They hit autos electronics and capital goods the machinery and components that anchor U.S. manufacturing. Tariffing Japan means squeezing your own industrial supply chain and stoking inflation in the process" @_Investinq on X 2025-07-21 02:58:13 UTC 17.1K followers, 1286 engagements
"🚨 Retail now accounts for almost 2/3 of all 0DTE option volume. Theyre not just playing the game they are the game. Same-day expirations. High stakes. No second chances. Lets unpack the most dangerous trend in markets. (Save this thread)" @_Investinq on X 2025-07-18 14:22:10 UTC 17.2K followers, 13.2K engagements
"@Acyn tariffs are definitely backfiring Sandisk literally pulled out a XX billion dollar investment because of tariffs and uncertainty" @_Investinq on X 2025-07-23 00:06:03 UTC 17.2K followers, 1171 engagements
"@flowermusickids Yeah its hard to ignore the pattern. Data collection gets gutted right when it becomes most important. Whether its inflation wages or COVID the less clear the picture is the easier it is to spin the story. And Main Streets always the one left guessing" @_Investinq on X 2025-07-21 19:31:46 UTC 17.2K followers, XXX engagements
"JPMorgan Chase now wants employees to give X months notice before quitting (NYT) because apparently breaking up with your boss now requires a half-year engagement. At this point its less of a job and more of a lease agreement. Better start drafting those exit strategies with a Gantt chart" @_Investinq on X 2025-07-16 15:00:12 UTC 17.2K followers, 3815 engagements
"@unusual_whales Craziest part is they will pay him out and settle" @_Investinq on X 2025-07-18 22:50:46 UTC 17K followers, 15K engagements
"Funny enough I have a family member absolutely crushing it trading penny stocks dude made like $150K$200K this month alone. Hes actually a genius though knows exactly what hes doing. My issue is with the people who have no clue what theyre doing and blindly follow random advice online like its gospel" @_Investinq on X 2025-07-21 19:06:15 UTC 17.1K followers, XX engagements
"Rep. Anna Paulina Luna (R-Fla.) has referred Fed Chair Jerome Powell to the DOJ for criminal charges accusing him of lying under oath about $600M in cost overruns and luxury features at the Feds headquarters. Powell denies the allegations and has launched an internal probe" @_Investinq on X 2025-07-21 16:22:32 UTC 17.1K followers, 2136 engagements
"Wednesday July 23: Existing Home Sales 10:00 AM ET Measures the number of previously owned homes sold in June. A strong read signals consumer confidence and supports homebuilder and retail names. A drop would confirm what mortgage datas already hinting: housing is cooling" @_Investinq on X 2025-07-20 15:14:29 UTC 17K followers, XXX engagements
"@ParikPatelCFA If a Coldplay concert took him out imagine what a credit downgrade would do" @_Investinq on X 2025-07-18 21:58:27 UTC 16.9K followers, 3936 engagements
"🚨 The US Treasury just dropped its June 2025 report. Buried in the numbers: XXXX% of all government revenue last month went to interest on the debt. Not programs. Not services. Just interest. (Save this thread)" @_Investinq on X 2025-07-23 13:08:20 UTC 17.2K followers, 18K engagements
"Why does this matter beyond Japans borders Because on August X unless a new deal is reached Trump-era tariffs of XX% on all Japanese imports will go into effect. With a fractured government Tokyo may be unable to finalize or push through any agreement" @_Investinq on X 2025-07-21 02:58:07 UTC 17.1K followers, 1384 engagements
"So we get: Rising U.S. trade deficits Tariff pressure from Washington Weaker Japanese political capacity to negotiate Currency misalignment Potential bond market instability Each channel amplifies the others" @_Investinq on X 2025-07-21 02:58:54 UTC 17.1K followers, XXX engagements
"@guywithcoin Yeah. Everythings getting modeled estimated or projected. Feels like were optimizing for the illusion of precision instead of the hard reality underneath. When the inputs go soft the whole system starts drifting" @_Investinq on X 2025-07-21 16:05:20 UTC 17.2K followers, XXX engagements
"In June 2025: Government revenue: $XXX billion Government spending: $XXX billion Thats a $XX billion surplus but only on paper. In reality its a timing illusion. Key benefit payments were shifted into May because June X fell on a weekend" @_Investinq on X 2025-07-23 13:08:26 UTC 17.2K followers, XXX engagements
"But the more overlooked risk is in the bond market. Japan is the largest foreign holder of U.S. Treasurys owning over $XXX trillion in debt. And when a country that crucial to global finance becomes politically unstable money moves" @_Investinq on X 2025-07-21 02:58:18 UTC 17.1K followers, 1272 engagements
"So where does this all leave us Bond yields: Spiked on hawkish BoJ bets Equities: Rallied led by autos and banks Yen: Stabilized but cautious Trust: Weak investors want real terms not headlines BoJ: Might hike sooner but must tread carefully" @_Investinq on X 2025-07-23 02:38:18 UTC 17.2K followers, XXX engagements
"Some argue: The Fed already manipulates markets. Whats the difference Heres the difference: Right now the Fed makes decisions based on inflation and jobs data. Under a new accord those decisions could be based on elections debt ceilings or campaign promises" @_Investinq on X 2025-07-19 14:55:37 UTC 17K followers, XXX engagements
"S&P Global PMI 9:45 AM ET Purchasing Managers Index gives a real-time pulse of U.S. business activity. Services = 70%+ of GDP so this report matters. Above XX = expansion. Below = contraction. Markets react fast to this one" @_Investinq on X 2025-07-20 15:14:45 UTC 17.2K followers, XXX engagements
"JUST IN: Astronomer CEO Andy Byron officially resigns" @_Investinq on X 2025-07-19 19:21:24 UTC 17K followers, 3021 engagements
"🚨 Heres a behind-the-scenes look at what goes into writing my newsletter Ive been experimenting with timing over the past two weeks and starting next week the newsletter will officially drop in the evenings. If you havent already sign up for my FREE newsletter-Link below" @_Investinq on X 2025-07-18 21:10:27 UTC 17.2K followers, 2419 engagements
"🚨 Trump's own Tariffs are backfiring Trumps tariffs were pitched as a bold strategy to bring manufacturing back to American soil. In reality theyve created so much economic uncertainty that companies are pulling out of the U.S. altogether. SanDisks $XX billion chip plant in Michigan wasnt just another big project it was supposed to be one of the largest in the states history delivering 10000 jobs. But now Scrapped. And not just scrapped in Michigan they said they wont build anywhere in the United States. Thats a damning signal. Its not that the economics dont work its that the risk of" @_Investinq on X 2025-07-21 22:51:41 UTC 17.2K followers, 13.3K engagements
"Because its so safe this bond acts like the benchmark for many types of loans home mortgages student loans corporate bonds and more. Its yield (the return it pays investors) is used as the base rate for long-term borrowing across the entire economy" @_Investinq on X 2025-07-15 19:27:10 UTC 17.2K followers, XXX engagements
"Bank of America says ( $TSLA ) could face Q2 earnings headwinds citing weak deliveries and tariff risks due to China-sourced batteries. Still they raised the price target to $XXX from $XXX. Earnings are this Wednesday" @_Investinq on X 2025-07-21 12:05:29 UTC 17.2K followers, 1250 engagements
"US Futures Trade In Record Territory After US-Japan Trade Deal" @_Investinq on X 2025-07-23 12:30:39 UTC 17.2K followers, 1244 engagements
"Donald Trump has removed The Wall Street Journal from the press pool for his Scotland visit after the paper published a story on his connections to Jeffrey Epstein" @_Investinq on X 2025-07-21 23:29:43 UTC 17.2K followers, 1474 engagements
"That security architecture relies on political stability and policy coordination. If Tokyo is consumed by leadership battles or populist disruption Washington loses a critical partner at a time of rising tensions in Taiwan the South China Sea and semiconductor supply chains" @_Investinq on X 2025-07-21 02:59:05 UTC 17.1K followers, XXX engagements