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[@MacroStrats](/creator/twitter/MacroStrats)
"Growth flat equities higher Abrupt shifts in US trade policy and China have weighed on growth expectations and investor confidence which has declined since December 2024. While tariff rollbacks have been limited ongoing uncertainty continues to cloud earnings outlooks and sustain market volatility. TSMC released earnings today as of 10/16/2025 and they changed to a very positive outlook for 2025Q4. My view is that retailers are very optimistic about equity markets"  
[X Link](https://x.com/MacroStrats/status/1978852061224575427) [@MacroStrats](/creator/x/MacroStrats) 2025-10-16T15:54Z XXX followers, XX engagements


"@onechancefreedm The argument loses power when we know that USD is loosing power all around the world. It is not scarcity. It is a bad strategy. Moreover China is the main trading partner of Argentina. Where is going all those bailout USD Central banks know this an they are buying Gold"  
[X Link](https://x.com/MacroStrats/status/1978866513147834662) [@MacroStrats](/creator/x/MacroStrats) 2025-10-16T16:51Z XXX followers, XXX engagements


"The AI race was never about technology. It was always about energy. The problem is that all discussions out there are about companies that overlaps on the AI ecosystem. But analyst are not taking into account any energy stock. Mine is $FSLR an american solar panel stock"  
[X Link](https://x.com/MacroStrats/status/1978864876912009268) [@MacroStrats](/creator/x/MacroStrats) 2025-10-16T16:45Z XXX followers, XX engagements


"@RJCcapital I would suggest adding $FSLR to the list the solar energy American leader"  
[X Link](https://x.com/MacroStrats/status/1979174822555889901) [@MacroStrats](/creator/x/MacroStrats) 2025-10-17T13:17Z XXX followers, XX engagements


"The Thermometer of The Economy: The Yield Curve Monetary Policy The Federal Reserve aims to promote maximum employment and stable prices the dual mandate set by Congress. When the economy overheats and inflation risks rise the Fed increases the interest rates to cool demand so economy returns to its sustainable path. The opposite is also true as in a crisis the fed reduces the interest rates to boost economic activity. Interest Rates and horizons Long-term projects are more uncertain than short-term projects so investors usually require higher yields to hold longer-maturity bonds. Any"  
[X Link](https://x.com/MacroStrats/status/1979214537854210423) [@MacroStrats](/creator/x/MacroStrats) 2025-10-17T15:54Z XXX followers, XX engagements


"Fundametals and Expectations The phrase irrational exuberance was first coined on December X 1996 by the then-chairman of the Federal Reserve Board Alan Greenspan. Often used to describe an enhanced state of speculative fever Mr Greenspans use of the term came three and a half years before the Nasdaq Composite index peaked and subsequently collapsed during the dot-com bubble. Last week both the IMF and the Bank of England warned of the potential for an abrupt stock market correction as the recent artificial intelligence boom has sharply increased tech firm valuations. Since XX November 2022"  
[X Link](https://x.com/MacroStrats/status/1979293918509568500) [@MacroStrats](/creator/x/MacroStrats) 2025-10-17T21:10Z XXX followers, XX engagements


"@BourbonCap One important part of my portfolio is assigned to First Solar"  
[X Link](https://x.com/MacroStrats/status/1979560618307834032) [@MacroStrats](/creator/x/MacroStrats) 2025-10-18T14:50Z XXX followers, 1047 engagements


"@StockMKTNewz I don't usually recommend individual stocks but $FSLR first solar worths take a look in"  
[X Link](https://x.com/MacroStrats/status/1979600210843070673) [@MacroStrats](/creator/x/MacroStrats) 2025-10-18T17:27Z XXX followers, 1626 engagements


"@naiivememe All in $PLTR"  
[X Link](https://x.com/MacroStrats/status/1979695021608800467) [@MacroStrats](/creator/x/MacroStrats) 2025-10-18T23:44Z XXX followers, XX engagements