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[@PortfProfessor](/creator/twitter/PortfProfessor)
"US debt over $36T and geopolitical risks loom. Yet corporate buybacks could lift stocks. Stack gold and $BTC as safe havens. Balance caution with opportunitythrive in chaos. Thoughts #EconNews #Investing"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1948504967918014970) 2025-07-24 22:06:00 UTC XX followers, XX engagements


"Trump's tariff threats are stirring up inflation fears. But stay resilientrotate into domestic giants like $NEE for AI energy demand. Gold at $3351/oz A smart hedge. What's your play against trade tensions #Investing #Tariffs"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1948456146022318506) 2025-07-24 18:52:00 UTC XX followers, XX engagements


"Markets defied tariffs post-Liberation Day S&P bounced back up XXX% H1. Effective hit only X% AI boosting (e.g. $MSFT). Invest: Hold equities tilt AI/tech. Rethink FI buffer. Bearish me wary but adapts inspire Thoughts Sub"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949079008362066207) 2025-07-26 12:07:02 UTC XX followers, XX engagements


"Tariffs sparking trade war fears Markets dont care$SPYs still climbing Resilience panic. History shows overconfidence precedes cracks (Minsky vibes). Action: Grab $VTI for diversified safety. Bearish take: Cracks may come. Sub to my channel for more"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949081768428216649) 2025-07-26 12:18:00 UTC XX followers, XX engagements


"Private markets are open to all Evergreen funds hit $350B offering retail access. Allocate 5-15% to $BXSL for alt exposure. Diversify but mind liquidityfortune favors the bold Follow me for game-changing tips"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949171680917467567) 2025-07-26 18:15:17 UTC XX followers, XX engagements


"Gold (+25%) & $BTC (+16%) are spanking $SPX (+6%) in XX Safe havens rule as debt balloons. Are we in a Kindleberger bubble shift Action: Allocate XX% to $GLD or $BTC. Bear says: Stocks may tank. Sub for hot takes"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949143172690665489) 2025-07-26 16:22:00 UTC XX followers, XX engagements


"Fed's navigating political stormsrate cuts in sight Shorten bond duration pivot to healthcare bargains at 13x P/E. Stay agile for Jackson Hole insights. Your portfolio's ready #FedPolicy #PortfolioStrategy"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1948418397647045004) 2025-07-24 16:22:00 UTC XX followers, XX engagements


"Texas Unis endowment bets big on AI & $BTC Smart moneys on tech not oil. Diversifications king (Markowitz style). Action: Add X% $ARKK or $BTC for growth. Bear says: Risky but worth it. Sub for more"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949184444931178673) 2025-07-26 19:06:00 UTC XX followers, XX engagements


"Metrick and Yasuda (2010 RFS) show private funds thrive with smart structures. Add $BIZD for alt gains but cap at XX% for safety. Alts unlock wealthtread carefully Follow me for more insights"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949171681710264475) 2025-07-26 18:15:17 UTC XX followers, XX engagements


"Rate cuts spark fixed income volatility but opportunities emerge Allocate to $BND for balance avoid over-leveraging. In uncertainty steady portfolios win. Follow for insights"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949107434665996788) 2025-07-26 13:59:59 UTC XX followers, X engagements


"$GME meme vibes alive Sales sliding but cost slashing turns EBITDA positivemargin at XXXX% TTM. Cash fortress strong no bankruptcy fears. Adaptation wins Bullish turnaround Share thoughts Reply & subscribe"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1948470490944745580) 2025-07-24 19:49:00 UTC XX followers, XX engagements


"Tesla and Alphabet earnings on deckAI hype is real Overweight semis and utilities like Constellation Energy for nuclear power. Buy the dip if Magnificent X pulls back. Growth awaits the bold. #EarningsSeason #AIInvesting"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1948484835317608939) 2025-07-24 20:46:00 UTC XX followers, XX engagements


"Oilsands giant battles for MEG Energy Energy M&A is heating up. Boost $XLE allocation if youre bullish on oil. Seize opportunity but tread lightlymarkets shift fast. Follow me"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1949085011224711614) 2025-07-26 12:30:53 UTC XX followers, XX engagements


"Crypto's booming with the GENIUS Act and Trump's vision. $BTC hits $120ktime to allocate 5-10% via ETFs like BlackRock's. Institutional inflows signal big potential. Diversify wisely and ride the wave #Crypto #PortfolioManagement"  
![@PortfProfessor Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1924107730597601280.png) [@PortfProfessor](/creator/x/PortfProfessor) on [X](/post/tweet/1948544981141958909) 2025-07-25 00:45:00 UTC XX followers, XX engagements