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[@takis2910](/creator/twitter/takis2910)
"@AahanPrometheus @BLS_gov So pickup JD Power used car prices (which as u clearly know go into CPI construction). Its been overestimating real world trends ( $KMX). Dont have access to their new price gauge - could be useful as real world $AN outpaces theoretical gauges👇. 🙏🏼"  
[X Link](https://x.com/takis2910/status/1977033795829481911) [@takis2910](/creator/x/takis2910) 2025-10-11T15:29Z 4401 followers, 1644 engagements


"Pepsico beats market (and my) expectations. People who follow me know am historically bullish than market given $PEP core pricing. But thought recent PPI softness may expose frail margins. Looks like I'm wrong🥹. Fizzy #inflation"  
[X Link](https://x.com/takis2910/status/1976241604878123242) [@takis2910](/creator/x/takis2910) 2025-10-09T11:01Z 4403 followers, XXX engagements


"US homebuilder Lennar 3Q margins suck (believe thats the technical term😜) and expect compression to continue BUT discounts mean orders rise y/y across $LEN $HOV & $TOL . and #housing starts likely to re-accelerate. Contrarian PS. Was short $LEN into #earnings (closed out)"  
[X Link](https://x.com/takis2910/status/1969041986314285559) [@takis2910](/creator/x/takis2910) 2025-09-19T14:12Z 4402 followers, 6805 engagements


"@darioperkins @macrohiroki Well so far Corp earnings guidance and valuations dont reflect labour pain. Indeed any pain seems gvt supply led (as you've suggested). So to act on that basis seems to reward the abuser. Real estate mogul demanding lower rates to encourage profligate spending. Stockholm Syndrome"  
[X Link](https://x.com/takis2910/status/1973321595226935513) [@takis2910](/creator/x/takis2910) 2025-10-01T09:38Z 4402 followers, XXX engagements


"JB Hunt to report 3Q #earnings after hours tomorrow. Analysts have been trimming profit expectations. Curious to see how intermodal implied pricing evolved last trimester (PPI +ve). Also wonder what $JBHT mgt may say abt 🚚 tariffs. Jackknife"  
[X Link](https://x.com/takis2910/status/1977777712971264385) [@takis2910](/creator/x/takis2910) 2025-10-13T16:45Z 4404 followers, 1911 engagements


"Volvo Group 3Q'25 net orders fell -XX% to 37k (lowest since Covid) but profitability surprisingly robust. $VOLVb hurt by tariffs despite USMCA cover but what annoys me (as an engineer) is how truck maker is SO white-collar job reliant. Heavy duty 🚚"  
[X Link](https://x.com/takis2910/status/1979114577238401077) [@takis2910](/creator/x/takis2910) 2025-10-17T09:17Z 4404 followers, XXX engagements


"@financialjuice Yeah but Airbus flying higher ✈"  
[X Link](https://x.com/takis2910/status/1980302606934446489) [@takis2910](/creator/x/takis2910) 2025-10-20T15:58Z 4401 followers, XXX engagements


"@michaelxpettis Arguably the US with Trump at helm is trying to do same thing. Seize means of production direct through acquisition ( $INTC $MP) or indirect via tariffs (unless Corps reshore) and jawbone rates lower ( #Fed takeover). Lead (by example)"  
[X Link](https://x.com/takis2910/status/1980165519044231625) [@takis2910](/creator/x/takis2910) 2025-10-20T06:53Z 4401 followers, XXX engagements