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[@pboockvar](/creator/twitter/pboockvar)
"Pulte yesterday on the impact of lower mortgage rates on buyer demand: We have always said that interest rates are a positive - lower interest rates are a positive for housing demand but rates dont operate in a vacuum. There is a clear offset if rates are coming down because the economy is slowing and people are worried about their jobs I believe that is the scenario we are experiencing right now"  
[X Link](https://x.com/pboockvar/status/1980975507496747085) [@pboockvar](/creator/x/pboockvar) 2025-10-22T12:32Z 44.8K followers, 4808 engagements


"From Lamb Weston earnings call: Something I did not know Fries are the most ordered item at US restaurants. They appeal to a broad range of consumers in our Americas favorite order across every generation. The fry attachment rate or how often someone orders fries with their meal remains approximately X percentage points higher than before the pandemic. What that means is that when people go out to eat they are ordering fries more often than in 2019. And we see positive trends around the globe"  
[X Link](https://x.com/pboockvar/status/1973383447306514495) [@pboockvar](/creator/x/pboockvar) 2025-10-01T13:44Z 44.8K followers, 2978 engagements


"Chart of the day in today's FT:"  
[X Link](https://x.com/pboockvar/status/1975595958005342298) [@pboockvar](/creator/x/pboockvar) 2025-10-07T16:15Z 44.8K followers, 1.1M engagements


"Interesting today that the implied inflation rate in the X yr TIPS is jumping by XX bps to XXXX% the highest since May after the CPI report. The X yr breakeven is higher by XX bps"  
[X Link](https://x.com/pboockvar/status/1981794213990646148) [@pboockvar](/creator/x/pboockvar) 2025-10-24T18:45Z 44.8K followers, 55.6K engagements


"Tariffs still flowing through the supply chain. From Carter's earnings call the maker of baby/children's clothes: The gross impact of tariffs on gross margin was $XX million in the third quarter. On a consolidated basis we made good progress in raising prices which were up in the low single digits but this higher pricing did not fully offset the higher product costs in the quarter. Our US Retail business made particular progress in raising prices. Third quarter AURs in US Retail increased in the mid single digit range over last year. As I noted earlier consumers accepted higher prices in the"  
[X Link](https://x.com/pboockvar/status/1983216528955695241) [@pboockvar](/creator/x/pboockvar) 2025-10-28T16:57Z 44.8K followers, 3873 engagements


"To put some perspective on the incredible level of CapEx: For Google/Alphabet CapEx is expected to be XX% of revenue this year vs XXX% in 2021. For Microsoft in their fiscal 6/30/26 yr CapEx is expected to be XXXX% of revenue vs XX% in 6/30/22 fiscal yr. For Meta CapEx will be XX% of 2025 expected revenue vs XX% in 2021"  
[X Link](https://x.com/pboockvar/status/1983882689598869938) [@pboockvar](/creator/x/pboockvar) 2025-10-30T13:04Z 44.8K followers, 4311 engagements