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[@brandonjcarl](/creator/twitter/brandonjcarl)
"This is terrible analysis misinformation viewed 200K times. Deposits fell from $375mm to $343mm QoQ or XXX% not 30%. YoY analyses conflates shifts to MM funds. The stock rallied because CET1 ratios are strong"  
[X Link](https://x.com/brandonjcarl/status/1648099364101824515) [@brandonjcarl](/creator/x/brandonjcarl) 2023-04-17T23:01Z 5039 followers, 6642 engagements


"Always get back to the incontrovertible truths. Circular revenue is where firms take on credit risk and concentration risk in return for revenue. It is an inherent fragile equilibrium that stabilizes with outside capital and collapses without it"  
[X Link](https://x.com/brandonjcarl/status/1975361449968156984) [@brandonjcarl](/creator/x/brandonjcarl) 2025-10-07T00:44Z 5041 followers, XXX engagements


"Fooled By Randomness by @nntaleb addresses this phenomenon. On average the LLM portfolio value is $9663 a loss of 3.4%"  
[X Link](https://x.com/brandonjcarl/status/1980222696643592390) [@brandonjcarl](/creator/x/brandonjcarl) 2025-10-20T10:40Z 5037 followers, XXX engagements