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[@takis2910](/creator/twitter/takis2910)
"@DannyDayan5 @AndreasSteno Indeed BLS lags other used car price gauges . but actually inline with what I consider "real world" $KMX value. I'm not an ideologist tbf . just wanna relate abstract econometric parameters to help me model reality. 🙏"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945114590192304553) 2025-07-15 13:33:51 UTC 3836 followers, 1078 engagements


"Brazil new car sales rose by XX% y/y last month. demand for branded 🚗 fell like a 🧱( $GM -XX% $F fell out of Top20 list as Jaecoo steps in). brands 🔺 but marques more than holding their own as $VOW XX% & $RNO XX% y/y. Good RoW value & poor WH diplomacy (♠♥♣♦)"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1930197661849633172) 2025-06-04 09:39:18 UTC 3836 followers, XXX engagements


"US staple prices still rising above pre #Covid rates. $K $KMB $PG $KO $PEP $TSN $KFT $CL combined #inflation through 1Q'25 is XXX% vs 2017-2019 of 2.0%. Very little to do with tariffs btw. #Greedflation PS. Love fact $ADM (grain supplier) and $AMD (chips maker) report same day"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1919762005398831213) 2025-05-06 14:31:44 UTC 3836 followers, 1162 engagements


"US-based truck makers need higher #steel costs like a hole in head as demand grinds lower. Domestic steel makers may struggle to raise prices by XX% prescribed by tariff to overseas competitors. Tempered🚚 $PCAR $VOLV $NUE $CLF $MT"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945515171411087824) 2025-07-16 16:05:37 UTC 3838 followers, XXX engagements


"US soft drink price rises would be enough to drive me to hard liquor. Effervescent inflation🥤 $PEP $KO $MNST"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945439667295256788) 2025-07-16 11:05:35 UTC 3835 followers, 1566 engagements


"US core CPI just shy of X% consists of X. shelter (44%) and X. EVERYTHING ELSE ex food & energy (56%). One's disinflating (and shud undershoot to make #housing affordable) the other isnt. Market responsible for X. via long end of curve whereas Fed shud b mindful of X. Breakdown"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1946287286691234117) 2025-07-18 19:13:44 UTC 3838 followers, XXX engagements


"US auto part dealers saw sales growth slow X% y/y in June implies zero real growth. Since Covid 👇likes of $AZO $AAP $ORLY benefited from used 🚗re-rating which encouraged investment but this appears to be waning. Jalopy fatigue"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945880997293084819) 2025-07-17 16:19:17 UTC 3836 followers, XXX engagements


"Pepsico drink prices rose XXX% y/y in 2Q'25. Pre Covid avg inflation was X% since 2Q'20 =7%. Wait till $PEP charges for HFCS / cane sugar swap.  . as we say in Swahili🤪. Fizz🥤"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1945812910023843932) 2025-07-17 11:48:43 UTC 3838 followers, 1421 engagements


"3M - your quarterly reminder of 🌍 industrial growth origin. Not from any gvt agency but Corp. Consider $MMM organic sales is nominal so (given deflation) real volume growth was +6% in 2Q'25. Mmmm🙉 PS. Sino-US topline gap widened from 260bps to 550bps. Reshoring"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1946201282944925968) 2025-07-18 13:31:59 UTC 3838 followers, XXX engagements


"US new 🚗 prices rose XXX% m/m or XXX% y/y in June according to Kelley 📘. We know unit sales -XXX% y/y so one can say its a stagflationary enviro. Upside impetus for CPI tom. Market leader $GM leading inflationary increases (with $VOW). Triumph (Stag)"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1944812125613879785) 2025-07-14 17:31:58 UTC 3836 followers, XXX engagements


"Volkswagen delivered 2.3m 🚗 in 2Q'25 +1.2% y/y despite auto centric #tariffwar. have been firm but cool to see pick-up in (bigger market than ). $VOW BEV growth XX% y/y. VW has devoured $TSLA EU lunch; Now to build on that abroad. Empire (strikes back) #CarWars"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1942880334590206053) 2025-07-09 09:35:43 UTC 3836 followers, 1346 engagements


"US paper inflationary waves continue to propagate. Thank God we've gone paperless - ex wiping your nose & derrire. Papering (over crack) $KMB #Greedflation"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1946925383225360837) 2025-07-20 13:29:18 UTC 3836 followers, XXX engagements


"German 🚗 output rose XX% y/y in May (suspect June slowdown yet +ve y/y). $VOW is largest automaker in (eight of XX plants) will be interesting to see their 2Q production figs as indeed $BMW & $MBG. Das Auto (German boost👇)"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1942204607884648608) 2025-07-07 12:50:37 UTC 3836 followers, XXX engagements


"European new 🚗 sales seem flatish in June but there are huge divergences between automakers. We still wait on & markets but initial data shows $BMW $MBG & $VOW outperform benchmark as indeed does $RNO. $TSLA still looks -XX% as BEV demand grows. Plus a change"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1940333826351489426) 2025-07-02 08:56:48 UTC 3836 followers, XXX engagements


"Athens airport passenger & flight activity re-accelerated end of June and into July (not coming thru' in $AIA semi-annual data👇). Good for specially if u consider recent 🌍 contraction in ✈ activity (see my TL). Greece (is the word) #LiveYourMyth #VisitGreece"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1942161259194921330) 2025-07-07 09:58:22 UTC 3837 followers, XXX engagements


"German premium automakers 🌍BEV sales surpass Tesla's for 2nd straight quarter. If 🚗 are a "vehicle" to sell AI technology then $VOW $BMW & $MBG have wider platform than $TSLA. Vorsprung durch technik"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1943293885796499913) 2025-07-10 12:59:01 UTC 3836 followers, XXX engagements


"DR Horton seems to have beaten very weak expectations. $DHI Rent (dont own) #homebuilders"  
![@takis2910 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2600204171.png) [@takis2910](/creator/x/takis2910) on [X](/post/tweet/1947622970802778410) 2025-07-22 11:41:15 UTC 3835 followers, 1207 engagements