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[@_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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657692618604992) 2025-07-22 13:59:14 UTC 17.6K followers, XXX engagements


"Yes higher rates make borrowing more expensive. But thats the point. The Fed isnt raising rates to hurt people its doing it to cool inflation which hurts everyone especially lower-income households. If inflation gets out of control prices rise faster than wages. Groceries rent gas everything spirals. In that scenario even low interest rates dont help because your money loses value faster than you can borrow or save it. So while high rates sting in the short term theyre meant to restore balance. Once inflation is under control the Fed can lower rates again. The goal isnt to punish its to"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1949140328205668702) 2025-07-26 16:10:42 UTC 17.7K followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007393545105639) 2025-07-23 13:08:49 UTC 17.6K followers, 1140 engagements


"Energy has some defensive-like traits: Integrated oil majors generate steady cash flow High dividend yields rival staples Oil prices often rise during inflation Demand is relatively inelastic Revenues track commodities which helps hedge against inflation"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467207316410813) 2025-07-24 19:35:57 UTC 17.7K followers, XXX engagements


"Wheres the money coming from Individual income taxes: $XXXX trillion Payroll taxes: $XXXX trillion (for Social Security and Medicare) Corporate income taxes: $XXX billion Customs duties: $XXX billion Excise taxes: $XX billion Other sources: $XX billion"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007514257113461) 2025-07-23 13:09:18 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946689883931602991) 2025-07-19 21:53:30 UTC 17.7K followers, 5798 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946372337059672103) 2025-07-19 00:51:41 UTC 17.6K followers, 4091 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945117362350387202) 2025-07-15 13:44:52 UTC 17.6K followers, 39.7K engagements


"Researchers say over XXX organizations were compromised in the Microsoft ( $MSFT ) server hack"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947997273293545742) 2025-07-23 12:28:36 UTC 17.6K followers, 1222 engagements


"From a XX% crash to a 3000%+ surge Carvana ( $CVNA) may have pulled off the comeback of the decade"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1942641990283264335) 2025-07-08 17:48:37 UTC 17.6K followers, 1693 engagements


"@chamath contrary to the popular opinion cutting rates would not lower mortgage rates A lot of people dont get this"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947799407082054101) 2025-07-22 23:22:21 UTC 17.5K followers, 2560 engagements


"But theres a new wildcard: AI. Data centers powering artificial intelligence are driving a massive surge in electricity demand. The IEA projects that by 2030 global data-center energy use will double with U.S. data centers accounting for half of domestic demand growth"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467272646881443) 2025-07-24 19:36:13 UTC 17.7K followers, XXX engagements


"So while this was a strong auction its just one snapshot. Wall Street will be watching the next few months closely. Any sign of tails (where the yield comes in above expectations) would be seen as a red flag"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948091982695239741) 2025-07-23 18:44:57 UTC 17.6K followers, 1469 engagements


"Which brings us to the third pillar: political instability. Reports say Prime Minister Shigeru Ishiba may resign. Markets hate uncertainty especially when it threatens fiscal discipline. Ishiba is seen as a budget hawk. A new leader could lean populist promising more spending or tax cuts"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168732850704874) 2025-07-23 23:49:55 UTC 17.6K followers, XXX engagements


"Lets explain that. A steepening yield curve means long-term interest rates are rising faster than short-term ones. It signals that investors see more risk (or inflation) in the distant future than in the near term. And thats exactly what happened"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168776626643344) 2025-07-23 23:50:06 UTC 17.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947054104099897376) 2025-07-20 22:00:47 UTC 17.7K followers, 2064 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318056989999601) 2025-07-21 15:29:38 UTC 17.7K followers, 3158 engagements


"Lesson 3: Monetary policy isnt a silver bullet. Turkeys inflation was also fueled by: Structural deficits Energy dependence Broken institutions Populist wage and tax policies Rate hikes help but fiscal discipline and reforms are essential too"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948399369314500945) 2025-07-24 15:06:23 UTC 17.7K followers, XXX engagements


"Lets compare: In 1999 the top X stocks (like Cisco Intel IBM GE) made up XX% of the S&P XXX. Today the top X (Nvidia Microsoft Apple Amazon Alphabet) make up over 24%. This isn't an index of XXX stocks anymore. It's behaving more like an S&P 50"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466834795106679) 2025-07-24 19:34:28 UTC 17.7K followers, 1005 engagements


"@KobeissiLetter Japans bond market is in turmoil"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948016353169825956) 2025-07-23 13:44:25 UTC 17.7K followers, 2676 engagements


"Mark Zuckerberg has named Shengjia Zhao an artificial intelligence researcher who joined Meta Platforms Inc. from OpenAI in June as the chief scientist for the social media companys new superintelligence AI group"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948874048525541805) 2025-07-25 22:32:36 UTC 17.7K followers, 1826 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943060415144964307) 2025-07-09 21:31:17 UTC 17.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943309810163663010) 2025-07-10 14:02:18 UTC 17.6K followers, XXX engagements


"🚨 US banks are making billions off economic chaos. While youre paying more for gas groceries and rent. JPMorgan Goldman Sachs and Citigroup are thriving. (Save this thread)"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943739175427100682) 2025-07-11 18:28:27 UTC 17.5K followers, 8791 engagements


"Jeff Bezos is reportedly weighing an acquisition of CNBC per the New York Post. maybe that explains the recent Amazon share sales. Then again why sell when you can finance the deal Guys like him dont liquidate unless they have to. Debt is cheaper tax-friendly and keeps control intact"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948134772066103589) 2025-07-23 21:34:58 UTC 17.6K followers, 2368 engagements


"June existing home sales in the US dropped XXX% month-over-month to 3.93M vs. 4.00M expected. This is not good"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948020919542141356) 2025-07-23 14:02:34 UTC 17.7K followers, 1430 engagements


"So why this sudden shift in expectations Two reasons: Core inflation has been consistently above target. Japan just struck a major trade deal with the U.S. and that changes the outlook. Lets dive into that deal"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168929592983946) 2025-07-23 23:50:42 UTC 17.6K followers, XXX engagements


"Trump on Nvidia ( $NVDA ): I said look we will break this guy up just before I learned the facts of life. I said we will break them up they said it is very hard. Why I said what percentage of the market does he have Sir he has 100%"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948137517191926078) 2025-07-23 21:45:53 UTC 17.7K followers, 41.5K engagements


"🚨Teslas robot cant even find its arms. YouTube beat Netflix and McDonalds is serving dirty sodas. Read everything for FREE in my newsletter"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948904882959761853) 2025-07-26 00:35:07 UTC 17.7K followers, 1660 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944795024597594170) 2025-07-14 16:24:01 UTC 17.7K followers, 150.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848520171499655) 2025-07-23 02:37:31 UTC 17.7K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007536684093721) 2025-07-23 13:09:23 UTC 17.6K followers, XXX engagements


"Elon Musks Starlink is reportedly down worldwide"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948471800049947113) 2025-07-24 19:54:12 UTC 17.7K followers, 2448 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947814517603213327) 2025-07-23 00:22:24 UTC 17.6K followers, 8197 engagements


"Maybe but timing matters. Equal-weight tilts you away from the mega-caps and gives you more exposure to the rest of the market. If leadership broadens or tech cools off it has room to outperform But when a handful of giants are running the show like now cap-weight leaves it in the dust. Long-term Its a bet on rotation not domination"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948538094522622198) 2025-07-25 00:17:38 UTC 17.7K followers, XX engagements


"Term premium = the extra compensation investors demand for holding long-dated bonds. Right now its still contained. But if foreign demand slips or inflation jitters return that premium could shoot up and with it yields"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948091960872374677) 2025-07-23 18:44:51 UTC 17.6K followers, 1528 engagements


"@financialjuice contrary to the popular opinion lowering interest rates does not lower your mortgage rates"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948008325498421275) 2025-07-23 13:12:31 UTC 17.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697349871997314) 2025-07-22 16:36:49 UTC 17.6K followers, XXX engagements


"So why did demand collapse Because investors are staring at a triple threat: Surging inflation A potential political shake-up Sky-high government debt Each one of these would be bad on its own. Together theyre toxic"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168645613400555) 2025-07-23 23:49:34 UTC 17.6K followers, 1009 engagements


"Totally. Liquidity hasnt just mattered since 2008 its been the whole game. Forget traditional valuation models or risk metrics. Once the Fed turned on the firehose post-GFC markets got rewired. Everything stocks bonds even crypto started trading off flows not fundamentals. Now its all about where the liquidity is how fast its moving and what direction its going. TGA ON RRP reserves QT these are the new signals. Not because people stopped caring about earnings but because liquidity dwarfs everything else. Its not just a factor anymore. It is the market"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1949140627184099636) 2025-07-26 16:11:53 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923038777610471) 2025-07-17 19:06:20 UTC 17.6K followers, 12.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944745023603409103) 2025-07-14 13:05:19 UTC 17.7K followers, 852.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945862024212144400) 2025-07-17 15:03:53 UTC 17.7K followers, XXX engagements


"@DeItaone the Prime minister may want to look at his bond market"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948339940242153804) 2025-07-24 11:10:14 UTC 17.7K followers, 1867 engagements


"The Ministry of Finance (MOF) took notice. To calm the market it said it will cut issuance of 20- 30- and 40-year bonds. That means fewer long-term bonds flooding the market. Instead theyll issue more short-term debt which is less sensitive to inflation fears"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168798353129693) 2025-07-23 23:50:11 UTC 17.6K followers, XXX engagements


"The July 2025 20-year auction wasnt just a bond sale. It was a temperature check on inflation growth expectations and Americas ability to finance its ambitions. And the reading Still safe but heat rising"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948092070075289642) 2025-07-23 18:45:17 UTC 17.6K followers, 1283 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947813041686401313) 2025-07-23 00:16:32 UTC 17.5K followers, 2691 engagements


"Youre not wrong a chunk of the debt is intra-government (like the Social Security Trust Fund) and a big piece is held domestically by banks funds and yes the Fed. But the Fed only holds about 1520% of total U.S. debt and theyve been shrinking their balance sheet. The rest Real investors both foreign and domestic who expect real repayment with interest. So yeah some of it is owed to ourselves but most of it That bill is very real"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948365223145947304) 2025-07-24 12:50:42 UTC 17.7K followers, XX engagements


"BlackRocks Ethereum fund ( $ETHA ) just became the third-ever ETF to reach $XX billion in assets within a year per The Block"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948422752920044050) 2025-07-24 16:39:18 UTC 17.7K followers, 3426 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946995795598753963) 2025-07-20 18:09:05 UTC 17.5K followers, 2322 engagements


"Trump: Getting ready to head over to the Fed to look at their now $XXX Billion Dollar (PLUS) construction project. Also present will be Fed Chair Jerome Powell"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948469522685452595) 2025-07-24 19:45:09 UTC 17.7K followers, 1860 engagements


"Japans core inflation is running around XXX% above the Bank of Japans target of 2%. But the official interest rate is still just 0.5%. This gap is whats known as a negative real interest rate. Investors dont like locking up money long-term when inflation erodes their returns"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168667503460681) 2025-07-23 23:49:40 UTC 17.6K followers, 1061 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946282320375226584) 2025-07-18 18:54:00 UTC 17.7K followers, 6494 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697396932063310) 2025-07-22 16:37:00 UTC 17.7K followers, XXX engagements


"Concentration also inflates valuations. The S&P 500s price-to-earnings ratio (P/E) is distorted by its top-heavy nature. In 2025: Top XX S&P stocks trade at XX earnings The remaining XXX XX The average investor is paying premium prices for a concentrated bet"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467009387135227) 2025-07-24 19:35:10 UTC 17.7K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923267191054695) 2025-07-17 19:07:15 UTC 17.6K followers, XXX engagements


"Does anyone know why $HIMS is running today Its up over XX% today"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948077652251689263) 2025-07-23 17:48:00 UTC 17.6K followers, 2878 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128865794502918) 2025-07-21 02:57:52 UTC 17.7K followers, 29.4K engagements


"When your denim ad does more than your earnings report ever could. The Sydney Sweeney Surge"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948795296755974470) 2025-07-25 17:19:40 UTC 17.7K followers, 2309 engagements


"On top of all this traders are betting on more BOJ rate hikes. Markets now price in XX% odds of a hike to XXXX% by year-end up from XX% before the auction. A Reuters poll shows XX% of economists expect that rate rise next quarter"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168907807769020) 2025-07-23 23:50:37 UTC 17.6K followers, XXX engagements


"The BOJ also raised short-term interest rates to XXX% the first hike in years. Now its slowly tapering its bond purchases reducing them by XXX billion per quarter targeting X trillion per month by March 2026. But with bond markets swinging violently some are asking: Is now the time"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168842129076284) 2025-07-23 23:50:21 UTC 17.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945641703395762417) 2025-07-17 00:28:25 UTC 17.6K followers, 1755 engagements


"You can Venmo the United States to help pay off the national debt. Fun Fact: If every American sent $1K itd only cover XX days of spending and cut X% of the debt"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948411861122089184) 2025-07-24 15:56:02 UTC 17.7K followers, 5777 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947731053562544241) 2025-07-22 18:50:44 UTC 17.6K followers, 4324 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947811990619230275) 2025-07-23 00:12:21 UTC 17.7K followers, 14.3K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697304938451332) 2025-07-22 16:36:38 UTC 17.7K followers, 27K engagements


"FTI Consulting estimated this kind of TGA refill would have the same impact as a XXXX% Fed rate hike. But it wouldnt come from the Fed. It would hit via auctions without warning without debate and without a Fed press conference"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948767567901864098) 2025-07-25 15:29:29 UTC 17.7K followers, 2468 engagements


"Kristin Cabot has resigned from her role as HR Chief at Astronomer"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948489159057846643) 2025-07-24 21:03:11 UTC 17.7K followers, 1441 engagements


"The implications are massive for passive investors. Most people think buying the S&P XXX (via ETFs like $SPY or $VOO) gives them a balanced diversified portfolio. In reality Youre betting heavily on a few tech giants whether you know it or not"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466878457733245) 2025-07-24 19:34:39 UTC 17.7K followers, XXX engagements


"🚨 The U.S. just had its 20-year bond auction and it was a blowout. Investors lined up. Yields dropped. Demand surged. But under the surface A storm of debt is brewing. (Save this thread)"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948091541676773792) 2025-07-23 18:43:11 UTC 17.7K followers, 73.8K engagements


"JPMorgan ( $JPM ) just reported earnings: EPS came in at $XXXX vs. $XXXX expected and revenue hit $45.68B topping estimates of $43.9B"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945094824878616791) 2025-07-15 12:15:19 UTC 17.6K followers, 1635 engagements


"@SpencerHakimian I am going to repeat this over and over again. Lowering interest rates does not lower your mortgage rates"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948011059593236740) 2025-07-23 13:23:23 UTC 17.6K followers, 2934 engagements


"Meanwhile the Bank of Japan (BOJ) is walking a tightrope. After decades of ultra-loose monetary policy its gradually normalizing pulling back on bond-buying and letting markets breathe. In 2023 the BOJ abandoned Yield Curve Control (YCC) a policy that capped long-term yields"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168820155121803) 2025-07-23 23:50:16 UTC 17.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848252474245202) 2025-07-23 02:36:27 UTC 17.7K followers, 27.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848278688649613) 2025-07-23 02:36:33 UTC 17.7K followers, 1805 engagements


"Important concept here: output gap. A negative output gap means the economy is running below capacity. Theres slack unemployed workers idle factories. In that case cutting rates wont necessarily stoke inflation. So the CBRT judged this cut as prudent easing"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948399038916698142) 2025-07-24 15:05:05 UTC 17.7K followers, XXX engagements


"Intel ( $INTC ) plans to cut XX% of its employees in its latest round of layoffs"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948474891109294334) 2025-07-24 20:06:29 UTC 17.7K followers, 1806 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944085333382951116) 2025-07-12 17:23:57 UTC 17.7K followers, 1243 engagements


"The U.S. government has a main bank account at the Federal Reserve. Its called the Treasury General Account (TGA). Think of it as the governments checking account. Tax payments and bond proceeds go in. Social Security military pay interest etc. go out"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948767370798825502) 2025-07-25 15:28:42 UTC 17.7K followers, 3792 engagements


"🚨 Turkey had XX% inflation last year. Now its at XX% and their central bank just slashed rates to 43%. What happened and why the U.S. should be paying close attention (Save this thread)"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948398793956712526) 2025-07-24 15:04:06 UTC 17.7K followers, 13.6K engagements


"So where does that leave us In 2025 most managers still treat energy as cyclical. But they may hold some exposure as a contrarian or inflation-hedge play especially given its income and real-asset backing. Still it hasnt been formally reclassified"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467338090598901) 2025-07-24 19:36:28 UTC 17.7K followers, XXX engagements


"And when bond prices rise yields fall (they move inversely). Thats exactly what happened. The auction helped calm nerves in a noisy macro environment"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948092026290856379) 2025-07-23 18:45:07 UTC 17.6K followers, 1353 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697605401567741) 2025-07-22 16:37:50 UTC 17.5K followers, XXX engagements


"Even MSCI's cyclical/defensive model classifies energy as defensive alongside utilities and staples. In recessions or low-return years energy often outperforms the S&P 500: In down years: +2.9% vs S&P In low-return years: +12.7% vs S&P Thats not nothing"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467250916118991) 2025-07-24 19:36:08 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657479510196344) 2025-07-22 13:58:23 UTC 17.6K followers, 1415 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945923220328104183) 2025-07-17 19:07:03 UTC 17.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947318034420416545) 2025-07-21 15:29:33 UTC 17.7K followers, 72K engagements


"Thats a lot of supply hitting the market. And heres the risk: If future demand doesnt keep up the government will need to offer higher yields to attract buyers. Thats how you get a rising term premium"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948091938806112678) 2025-07-23 18:44:46 UTC 17.6K followers, 1607 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657404797084149) 2025-07-22 13:58:05 UTC 17.6K followers, 32.1K engagements


"Theres also a growth vs. value distortion. Mega-cap growth stocks (think Nvidia Microsoft Amazon) now dominate the index. This suppresses the dividend yield of the overall S&P and elevates risk even though it looks like a safe diversified basket"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467031268794642) 2025-07-24 19:35:15 UTC 17.7K followers, XXX engagements


"So what are they betting on A disinflationary glide path. You dont pile into 20-year paper unless you think: Inflation is cooling The Fed is done hiking Growth is slowing Cuts are coming eventually"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948091828881838303) 2025-07-23 18:44:20 UTC 17.6K followers, 1909 engagements


"In fact this is what made the auction especially clean: It wasnt just about volume it was about who showed up and why. Foreign official institutions pensions and insurers dont chase risk unless they believe in the long-term macro outlook"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948091806794518534) 2025-07-23 18:44:15 UTC 17.6K followers, 1947 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848301786640763) 2025-07-23 02:36:39 UTC 17.7K followers, 1473 engagements


"Japan to increase rice purchases by XX% and buy $8B in agricultural and other goods - White House official"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948000411891220569) 2025-07-23 12:41:04 UTC 17.6K followers, 1510 engagements


"🚨 Palantir Hits $350B: Are We in Another Dot-Com Bubble Plus: Pepsis sugar glow-up ADMs bitter slump and Ubers robotaxis go live.  for FREE and get a daily summary easy to digest in under X min"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946204087625609256) 2025-07-18 13:43:07 UTC 17.7K followers, 1177 engagements


"This explosion in energy needs could make utilities and power producers (especially natural gas and renewables) more recession-resistant than ever before. They may soon enjoy secular growth steady demand regardless of the economic cycle. Thats a big shift"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467294440509634) 2025-07-24 19:36:18 UTC 17.7K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945862046110683616) 2025-07-17 15:03:58 UTC 17.7K followers, XXX engagements


"Federal Reserve: The Federal Reserve was honored to welcome the President yesterday for a visit to our historic headquarters"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948721029896868114) 2025-07-25 12:24:33 UTC 17.7K followers, 2279 engagements


"BOJ board member Asahi Noguchi a known dove said the jump in yields was rapid but not abnormal. Translation: theyre watching but not panicking. Other policymakers argue the inflation target is still within reach and tapering should proceed just carefully"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168863947825365) 2025-07-23 23:50:27 UTC 17.6K followers, XXX engagements


"Lets look at who actually bought these bonds. Big U.S. institutions bought a near-record XXXX% (the most since 2011) Foreign buyers took under XX% (below average) Wall Street dealers took only XXXX% their smallest share in years"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943393892318990545) 2025-07-10 19:36:25 UTC 17.7K followers, 2975 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951965872636017) 2025-07-20 15:14:55 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657505137455168) 2025-07-22 13:58:29 UTC 17.6K followers, 1275 engagements


"🚨 The S&P XXX is no longer the S&P XXX. Its the S&P Seven. Two stocks Nvidia and Microsoft now drive XX% of it. Welcome to the era of passive concentration. (Save this thread)"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466768613195804) 2025-07-24 19:34:13 UTC 17.7K followers, 42.1K engagements


"🚨BREAKING: The White House dismissed the WSJ report claiming Trump was informed in May that his name appeared in the Epstein files calling it another fake news story targeting the president"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948104266456932566) 2025-07-23 19:33:45 UTC 17.6K followers, 1480 engagements


"🚨BREAKING: Jobless claims in the U.S. fell by 4000 to 217000 for the week ending July XX coming in below the expected 227000. Continuing claims for the week of July XX rose slightly by 4000 to XXXXX million. Treasury yields moved higher following the release"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948361393935118641) 2025-07-24 12:35:29 UTC 17.7K followers, 3604 engagements


"Once the ceiling was lifted the Treasury had to refill the TGA. That meant selling $500600B in new debt. But that cash would be pulled from the banking system draining reserves and tightening financial conditions fast"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948767545831362944) 2025-07-25 15:29:23 UTC 17.7K followers, 2501 engagements


"@RapidResponse47 contrary to the popular opinion lowering interest rates does not lower your mortgage rates"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948008302279073907) 2025-07-23 13:12:26 UTC 17.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951990543516002) 2025-07-20 15:15:01 UTC 17.6K followers, XXX engagements


"Heres the flip side: On every single day when Nvidia closed down through Sept 2024 the S&P XXX never rose more than 1%. Translation: if Nvidia stumbles the whole market struggles. Youre not just investing in the U.S. economy. Youre betting on one GPU company"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466965615386853) 2025-07-24 19:35:00 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1942612141086744746) 2025-07-08 15:50:01 UTC 17.6K followers, 159.7K engagements


"So yes this was a clean auction. But the bond market is still a barometer of belief. And sustaining this kind of demand every quarter will be a real test of U.S. credibility fiscal policy and global trust"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948092048285843733) 2025-07-23 18:45:12 UTC 17.6K followers, 1333 engagements


"This fragility isnt new. Back in 2020 Goldman Sachs warned that just five tech stocks made up XX% of the index making it more vulnerable than ever to an idiosyncratic shock. Today weve blown past that and weve added even more exposure to AI-driven tech"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466987455086757) 2025-07-24 19:35:05 UTC 17.7K followers, XXX engagements


"🚨 Japans 40-year bond auction just imploded with the weakest demand since 2011. Now the 10-year just hit XXX% its highest level since the global financial crisis. Inflation political chaos and debt are converging. (Save this thread)"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168558015283483) 2025-07-23 23:49:14 UTC 17.7K followers, 38.9K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848698395803765) 2025-07-23 02:38:13 UTC 17.6K followers, XXX engagements


"Chipotle ( $CMG ) reported a X% revenue rise to $3.1B but comp sales fell X% and margins shrank. CEO Scott Boatwright says summer campaigns and easing comps are reigniting growth with optimism for stronger execution and global expansion. The stock is down over X% in after hours"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948118168334950635) 2025-07-23 20:29:00 UTC 17.6K followers, 1454 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946391315425403358) 2025-07-19 02:07:06 UTC 17.7K followers, 3573 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007415875522592) 2025-07-23 13:08:54 UTC 17.6K followers, XXX engagements


"The central bank cited multiple reasons: Inflation was falling Core goods inflation had flattened Domestic demand was weak The output gap (difference between potential and actual output) was negative Translation There was room to support growth without re-igniting inflation"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948399016904925224) 2025-07-24 15:04:59 UTC 17.7K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007558540558494) 2025-07-23 13:09:28 UTC 17.6K followers, XXX engagements


"@charliebilello I used your chart to create a thread about turkey Thank you for the chart"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948778625685205488) 2025-07-25 16:13:25 UTC 17.7K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946214286562353519) 2025-07-18 14:23:39 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584455344205983) 2025-07-19 14:54:34 UTC 17.6K followers, 1269 engagements


"🚨 U.S. 30-Year yields just hit over X% again the highest since June. Because trust in long-term U.S. debt is no longer free. The bond market is demanding answers from Washington. (Save this thread)"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945203462788042758) 2025-07-15 19:27:00 UTC 17.6K followers, 42.9K engagements


"Even in 20212022 at the peak of the tech rally the "Magnificent 7" (as they're called now) only hit XX% of the S&Ps weight. Fast forward to 2025 and theyve ballooned to a third of the index. Weve never seen this kind of top-heaviness not since 1965"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466856701939872) 2025-07-24 19:34:34 UTC 17.7K followers, XXX engagements


"Turkeys July 2025 rate cut is a turning point. It shows how far the country has come from the chaos of 202123. But it also reveals how fragile the recovery is. A single political misstep or a fresh inflation shock could unwind progress overnight"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948399391225598180) 2025-07-24 15:06:29 UTC 17.7K followers, XXX engagements


"Then theres Japans debt burden. The countrys public debt is XXX GDP by far the highest among developed nations. To fund its budget Japan issues bonds. Lots of them. So when inflation rises and the political future is murky markets start asking: How sustainable is this really"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168710985851338) 2025-07-23 23:49:50 UTC 17.6K followers, XXX engagements


"@Acyn tariffs are definitely backfiring Sandisk literally pulled out a XX billion dollar investment because of tariffs and uncertainty"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947810403494597050) 2025-07-23 00:06:03 UTC 17.6K followers, 1490 engagements


"Still some market participants in BOJ surveys want the taper slowed or paused especially for super-long bonds. They fear too much supply is pushing yields too high. One suggestion: reduce the taper pace to XXX billion per quarter. The BOJ hasnt ruled it out"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948168885649191141) 2025-07-23 23:50:32 UTC 17.6K followers, XXX engagements


"🚨 Trump announces XX% tariff on Brazil. The Brazilian real sank XXXX% against the U.S. dollar"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943044646692630925) 2025-07-09 20:28:38 UTC 17.6K followers, 3316 engagements


"@unusual_whales Craziest part is they will pay him out and settle"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946341906142618036) 2025-07-18 22:50:46 UTC 17.7K followers, 15K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946952012932771873) 2025-07-20 15:15:07 UTC 17.6K followers, XXX engagements


"Now lets talk about portfolio construction. Advisors and asset managers are already shifting their strategies: Tilting into small-caps financials or value stocks Adding international exposure Using equal-weight ETFs to reduce tech dominance Seeking true diversification"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467140417200448) 2025-07-24 19:35:41 UTC 17.7K followers, XXX engagements


"But note: the AI energy surge helps electricity providers not necessarily oil producers. So while Exxon or Chevron might benefit from high oil prices its the power grid renewables and pipelines that may become the real inflation hedges in this AI era"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467316255027551) 2025-07-24 19:36:23 UTC 17.7K followers, XXX engagements


"Energy has traditionally been considered cyclical it rises and falls with oil prices and global demand. State Street and most managers classify it as such. Its not typically seen as defensive like healthcare or utilities. But thats starting to change in my opinion"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467185510220093) 2025-07-24 19:35:52 UTC 17.7K followers, XXX engagements


"Sydney Sweeney just turned a denim ad into a stock market rally. The NFL might buy a piece of ESPN and Amazon wants to read your wrist. Read everything for FREE in my newsletter"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948548151130173906) 2025-07-25 00:57:36 UTC 17.7K followers, 1395 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947331369933099293) 2025-07-21 16:22:32 UTC 17.6K followers, 2164 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951834666426502) 2025-07-20 15:14:24 UTC 17.7K followers, 1103 engagements


"🚨 One of the biggest forces in the global economy right now isnt just the Fed. Its how Scott Bessent is managing the governments cash account. Heres what it is how it works and why it matters (Save this thread)"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948767348489330968) 2025-07-25 15:28:36 UTC 17.7K followers, 49.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946951856472604796) 2025-07-20 15:14:29 UTC 17.6K followers, 1005 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007269842428138) 2025-07-23 13:08:20 UTC 17.7K followers, 77.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947697327084343365) 2025-07-22 16:36:43 UTC 17.6K followers, XXX engagements


"NFL Media is reportedly in talks to acquire a XX% stake in ESPN which is owned by Disney ( $DIS ) per CNBC"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948413072567062771) 2025-07-24 16:00:50 UTC 17.7K followers, 1089 engagements


"If youre a long-term investor this should concern you. You might own XXX companies in your ETF but the fate of your portfolio lies with just a few. True diversification in 2025 means going beyond the S&P. Time to check your allocations"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467381677830184) 2025-07-24 19:36:39 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947085881157775626) 2025-07-21 00:07:03 UTC 17.6K followers, 2329 engagements


"In the first half of the year small-business bankruptcies filed by farmers and fishermen surged to their highest level since 2020. Farm debt is projected to hit $XXXXX billion in 2025 the highest on record per the USDA. Any guesses on the top X reasons why"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948391514192699726) 2025-07-24 14:35:11 UTC 17.7K followers, 2248 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1943309831978299619) 2025-07-10 14:02:23 UTC 17.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007295100563587) 2025-07-23 13:08:26 UTC 17.6K followers, 1857 engagements


"Trump to visit the Federal Reserve tomorrow. I wonder what this is about Comment your thoughts wrong answers only"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948213077649809614) 2025-07-24 02:46:08 UTC 17.6K followers, 3351 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1942663135258607634) 2025-07-08 19:12:39 UTC 17.7K followers, XXX engagements


"As of mid-2025 the seven largest tech companies Nvidia Microsoft Apple Amazon Meta Alphabet and Tesla make up about XX% of the entire S&P XXX. To put that into context just two companies Nvidia and Microsoft account for nearly 15%. Thats not diversification thats concentration"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466790939435254) 2025-07-24 19:34:18 UTC 17.7K followers, 1363 engagements


"Historically energy stocks outperformed in inflationary periods. Schroders found that energy beat inflation XX% of the time with XXXX% real annual returns. In the 1970s80s oil shocks energy stocks surged while the rest of the market faltered"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467229101597009) 2025-07-24 19:36:02 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947128975702073367) 2025-07-21 02:58:18 UTC 17.7K followers, 1282 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584740766638539) 2025-07-19 14:55:42 UTC 17.7K followers, 1432 engagements


"BlackRock ( $BLK ) just hit a jaw-dropping $XXXX trillion in assets under management"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946979607451701675) 2025-07-20 17:04:46 UTC 17.7K followers, 2037 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947848720172613723) 2025-07-23 02:38:18 UTC 17.6K followers, XXX engagements


"@BigIke1313 @JohnConnor_US @brithume Contrary to the popular opinion lowering rates does not mean your mortgage rates goes down"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948369126990205184) 2025-07-24 13:06:13 UTC 17.7K followers, XX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947688504231698629) 2025-07-22 16:01:40 UTC 17.6K followers, 1069 engagements


"The big picture: The S&P XXX is top-heavy like never before Passive investing diversification Megacaps dominate returns risk and valuation Energy may be more defensive than you think And AI is quietly rewriting the markets power dynamics"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467359892619265) 2025-07-24 19:36:34 UTC 17.7K followers, XXX engagements


"@amitisinvesting not sure if I trust the CPI data when XX% of the prices were estimated"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948362830614274401) 2025-07-24 12:41:12 UTC 17.7K followers, 1097 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1945553687260037240) 2025-07-16 18:38:40 UTC 17.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584718331257052) 2025-07-19 14:55:37 UTC 17.7K followers, XXX engagements


"Heres how the major government programs stack up YTD Social Security: $XXXXX trillion Medicare: $XXX billion Medicaid/Health: $XXX billion Defense: $XXX billion Income Security: $XXX billion Net Interest: $XXX billion We are paying more interest than we spend on Medicare or Defense"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948007488655081862) 2025-07-23 13:09:12 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947986555294920864) 2025-07-23 11:46:01 UTC 17.6K followers, 1197 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946214264743584072) 2025-07-18 14:23:34 UTC 17.7K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947429301084663875) 2025-07-21 22:51:41 UTC 17.7K followers, 13.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1946584279091200425) 2025-07-19 14:53:52 UTC 17.7K followers, 11.7K engagements


"This level of dominance is historic. The top XX companies in the S&P now make up XX% of the indexs total value. Thats near a record high. The last time we saw concentration even close to this was in the dot-com bubble but todays levels make the late 1990s look tame"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466812775006457) 2025-07-24 19:34:23 UTC 17.7K followers, 1088 engagements


"If the yens strengthening $FXY should be going up since it tracks the yen against the dollar. So if $FXY is dropping while the yen is supposedly rising somethings off. It could be short-term noise hedging flows or just lag in spot vs. ETF pricing. But more likely: people are anticipating yen strength and it hasnt fully priced in yet. If you believe Japans bond repatriation is real and accelerating then yeah $FXY dipping here could be a decent entry. Youre basically betting on a sustained unwind of the carry trade. Also I was wondering where you been all day I was getting worried you got a few"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1944854657156964594) 2025-07-14 20:20:58 UTC 17.7K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947657667222061489) 2025-07-22 13:59:08 UTC 17.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1947438873375641954) 2025-07-21 23:29:43 UTC 17.7K followers, 1489 engagements


"Here's how it plays out: Lets say you put: XX% of your portfolio into an S&P XXX ETF XX% into a Nasdaq-100 ETF X% directly into Nvidia You might think you're diversified but you're actually XX% exposed to Nvidia alone. Thats passive investing acting like active"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948466900163235893) 2025-07-24 19:34:44 UTC 17.7K followers, XXX engagements


"Put simply: this auction was a signal. That institutional capital is positioning for a softening economy anchored inflation and long-term yield stability. And that tells us something about sentiment: the fear of sticky inflation may be fading"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948091851208114335) 2025-07-23 18:44:25 UTC 17.6K followers, 1838 engagements


"Another tactic Sector rotation. That means overweighting defensive sectors like health care consumer staples and utilities which historically hold up better in downturns. But heres where the Energy sector debate comes in"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467163284582695) 2025-07-24 19:35:47 UTC 17.7K followers, XXX engagements


"Even performance charts tell the story. In mid-2024 the regular S&P XXX index was up XX% YTD. But the equal-weight S&P XXX which treats all XXX stocks equally was up just 6%. That means most of the indexs returns came from a few megacaps"  
![@_Investinq Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1546642971126276097.png) [@_Investinq](/creator/x/_Investinq) on [X](/post/tweet/1948467118460088362) 2025-07-24 19:35:36 UTC 17.7K followers, XXX engagements