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[@stevehou0](/creator/twitter/stevehou0)
"I don't really watch shows anymore. Not sure if it's an age thing or the age of times thing but shows or even movies just feel like a big emotional commitment. Much easier to watch some YT videos could be short cooking comedy sociopolitical stuff could long documentaries"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946604407677657505) 2025-07-19 16:13:51 UTC 29K followers, 4824 engagements


"The only trade relationship that matters for the market if we are being honest"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945799216489463849) 2025-07-17 10:54:19 UTC 29K followers, 1716 engagements


"👀 For those that want to understand what happened to Palantir $PLTR"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945872797026177103) 2025-07-17 15:46:42 UTC 29K followers, 10.3K engagements


"If Trump was smart and knew what's good for his political agenda and legacy he'd nominate Waller to be the Fed chair. I'm not sure he is or does"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946017406360416282) 2025-07-18 01:21:19 UTC 29K followers, 2749 engagements


"@AnnaEconomist Which Fed chair was fired XX years ago"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945573300706361822) 2025-07-16 19:56:36 UTC 29K followers, 1262 engagements


"Powell has a chance to seal his legacy as the greatest Fed Chair in US history equaling Volcker by resisting undue political pressure to lower rates and protecting the independence of the Fed and the long run economic fortunes of the country. All thanks to President Trump"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945302696707183052) 2025-07-16 02:01:19 UTC 29K followers, 18.2K engagements


"Another perspective. Tariffs raise inflation on imported goods which had been in deflation. However the US economy like most developed economies is primarily (2/3) services which in turn is 2/3 rent and shelter which are in turned anchored by wages. Wage growths have continued to slow in a cooling labor market where layoffs are low but hirings are low too"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945910834875769259) 2025-07-17 18:17:50 UTC 29K followers, XXX engagements


"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET Ill present The Reformers: an earnings inflection strategy -- how beaten-down money-losing companies can turn into big winners. 😄 Register free"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945591768503742735) 2025-07-16 21:09:59 UTC 29K followers, 143K engagements


"Wow Wyoming is really nice this time of the year 😍"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946627066427789697) 2025-07-19 17:43:53 UTC 29K followers, 25K engagements


"Has the dollar bottomed What are the odds of DXY roaring back to Jan highs in H2"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1942950299892875693) 2025-07-09 14:13:44 UTC 29K followers, 19.6K engagements


"@NickTimiraos Does the FOMC really believe that the tariffs will be net inflationary with imported goods inflation overwhelming negative income effect Or is the worry that preemptive monetary easing might encourage trade war escalation"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1920441261984456734) 2025-05-08 11:30:51 UTC 29K followers, 101.7K engagements


"@GreenZenForest @Citrini7 @agnostoxxx @PauloMacro @Globalflows @AuclairCapital @eliant_capital @nope_its_lily @pennycheck @iv_technicals Short bond long gold. Id keep it simple and shrink the set of instruments towards the most effective by looking at Weds event study as closely as possible"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946145794643370151) 2025-07-18 09:51:29 UTC 29K followers, XX engagements


"@Hauge319 @tolstoybb My point is absolutely not that PLTR price is justified. In fact the strategy has already sold out of it early in the year"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946009435857428879) 2025-07-18 00:49:39 UTC 29K followers, XX engagements


"@Hauge319 @tolstoybb You should come to my webinar. :)"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946009260640346228) 2025-07-18 00:48:57 UTC 29K followers, XX engagements


"@sspencer_smb Narratives fundamentally are about fundamentals"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945873626248495377) 2025-07-17 15:49:59 UTC 29K followers, 1205 engagements


"@IsaacJLiu @andrea_eisfeldt What Hiring working researchers that have already trained successful AI models and can hit the ground running over untested PhD students that still need to be trained"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945799518588371088) 2025-07-17 10:55:31 UTC 29K followers, XX engagements


"@Gh9876543My @onodacapital1 Yea there's a loose expectation that as millennials inherit wealth from their parents the new assets will increasingly flow towards the new platforms they've grown accustom to"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944058611296096673) 2025-07-12 15:37:46 UTC 29K followers, XX engagements


"A bit more details: I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945847162333520085) 2025-07-17 14:04:50 UTC 29K followers, 1375 engagements


"In this 2022 episode of odd lots @jason exuded confidence in Uber and predicted easy profitability. In a low rates env Uber was rewarded for growth not profits. Now they were so they just had to flip a switch. And they did and boom. h/t: @tracyalloway"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945879528087138351) 2025-07-17 16:13:26 UTC 29K followers, 55.4K engagements


"Ok I didnt know that and find it really creepy"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945792072868327442) 2025-07-17 10:25:55 UTC 29K followers, 2119 engagements


"New paper argues that not only should the Fed "look through" tariff inflation it should optimally ease to counteract the recessionary impact of tariffs which "reduce inefficiently private incentives to consume imported goods"" I've not read the paper in details yet but my first question is if this advice is conditional in the macro condition in which tariffs are being applied"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1937946420104827163) 2025-06-25 18:50:06 UTC 29K followers, 3764 engagements


"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945838996682080438) 2025-07-17 13:32:23 UTC 29K followers, 4086 engagements


"Everyone knows that threatening to fire the Fed chair and not going through with it is more bullish than not doing anything (stupid) at all. So wewe rally hard here to celebrate the republic still stands"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945514805650981011) 2025-07-16 16:04:10 UTC 29K followers, 1982 engagements


"@BSMdeltas I do like intermediate asset pricing theory I think marginal investor matters a lot"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946564040219574564) 2025-07-19 13:33:27 UTC 29K followers, X engagements


"Explain this to me like Im X. Actually you know what I am X. Full port my Roth IRA into $FARTCOIN. Very strong 1Y return. Vol is a little high but future of the world is uncertain too"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945956514918699455) 2025-07-17 21:19:21 UTC 29K followers, 4257 engagements


"I think HOOD pricing in a lot of where the future of AUC is going. RH has moved significantly beyond degen trading by small retail accounts on WSB. COIN is likely pricing in a future with a lot more crypto trading for which it is the custodial service provider. IBIT is more profitable for BlackRock than its S&P500 ETF. That says a lot I think no commentary on whether the valuations are right"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944033796363255985) 2025-07-12 13:59:10 UTC 29K followers, XXX engagements


"@annmarie @SECGov Can you ask him about allowing crypto in retirement accounts"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946163708322865392) 2025-07-18 11:02:40 UTC 29K followers, XX engagements


"@IsaacJLiu @andrea_eisfeldt Oh I was talking about human capital across the general population. Clearly AI talent is a very small pool just like NBA players that are all standard deviations above the general public and arguably within striking distances of each other yet the large salary gaps"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945800071246692821) 2025-07-17 10:57:42 UTC 29K followers, XX engagements


"One of the smartest and kindest people I met at AQR was @sunnymbala. whose views Ive consistently enjoyed listening to. Btwn AQR and Citadel hes seen quant methods being applied from both quant and discretionary perspectives. An endlessly curious and flexible mind. He hasnt posted much but I hear hes about to and wants to become more active. Give him a follow 😊"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946567016065724646) 2025-07-19 13:45:16 UTC 29K followers, 1376 engagements


"Really interesting long blog from ex-OpenAI engineer recounting the experience of working there. Eye-opening. Heres a few snippets that caught my particular attention. I hadnt realized so many had gone from Meta to OpenAI. Perhaps the recent aggressive hiring is just recouping some of the losses"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945432255859741180) 2025-07-16 10:36:08 UTC 29K followers, 4270 engagements


"My theory for why the Fed has declined to lower interest rates: the FOMC doesnt want to give President Trump the benefit of the doubt that hed be responsible with tariffs and so far hes given them little reason to. Instead of setting an one off and clear set of mostly modest tariffs the administration has wielded tariffs as a tactical negotiating weapon against friends and foes alike. Theres been deep and growing confusion over tariffs and little sign of stopping. In fact strategic uncertainty as Sec Bessent put it is the objective. Ive long argued that uncertainty over tariffs is much more"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945409220138123591) 2025-07-16 09:04:36 UTC 29K followers, 3339 engagements


"Chris Waller is actively and openly campaigning for the Fed Chair job. All things considered I think that's a very good thing. I hope he gets it. He's clearly the best candidate of all the major options being floated"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946194502877598153) 2025-07-18 13:05:02 UTC 29K followers, 17.8K engagements


"Also lets be honest Trump just misses walking around the Forbidden City a much more befitting scene for the true Emperor Pres. Trump and Xi can sit down and have a candid conversation on the tough issues facing the two large nations Emperor to Emperor"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945801746682388610) 2025-07-17 11:04:22 UTC 29K followers, 2190 engagements


"@grok @JHWeissmann @MattZeitlin @Birdyword @TheStalwart @lebas_janney @conksresearch @Notbullnorbear @EYECANTFAIL @vwapx @stockdatamarket @FedPrimeRate @SeemaSh46712468 @NationFirst63 @thirumagale @_Us_Together @revsodhi @Mansa_manita @RamPD78 @SANJAYPANDA3 @0mysky @RiskyDR_14 @iamnarendranath @MsAnjaliB @Shailen26551703 @DrDeepakKrishn1 @PoonamMishra_ @AMushroof @oodleshappiness @bkabduwal @bellarosa000 @darkxfer @FoxProse @Fizzytwizler @triVVedi @Changedhandle1 @mattyglesias @ArmandDoma @atrupar @Noahpinion @daveweigel @rcobooth @besttrousers @bendreyfuss @AlanMCole @lymanstoneky @carney"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946280953762005488) 2025-07-18 18:48:34 UTC 29K followers, XXX engagements


"USD has been appreciating against Japanese Yen Korean Won and Brazilian Real since the announcements of surprise higher tariff rates than expected affirming the more classical effects of tariffs on FX rates. Will it continue"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1943090533712433445) 2025-07-09 23:30:58 UTC 29K followers, 3293 engagements


"@BlacklionCTA Do they really think the Fed cutting FFR will help lower 30y yield Do they really not see a direct link from OBBB to the long bond yields spiking"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945439568523645241) 2025-07-16 11:05:12 UTC 29K followers, XXX engagements


"The US doesnt export the dollar. It exports financial and software technologies. The reason US assets are craved globally is multifaceted but primarily US-centric global financial architecture backed by US military and US tech innovation. Investors want exposure to financial and tech innovations and the US has been the only place to get it at scale and speed Perhaps this has come at the expense of lower end low margin manufacturing thats actually crucial for national security esp the production of advanced industrial components and key minerals. The US leaned into its comparative strength in"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1943979336345808986) 2025-07-12 10:22:45 UTC 29K followers, 83.4K engagements


"@BSMdeltas OK Im aware of it. Im a bit skeptical of it tbh. I feel like its not really plausible"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946563437145858115) 2025-07-19 13:31:03 UTC 29K followers, XX engagements


"The lack of gratitude of this nation to Powell is insane. One of the greatest Fed chairs in history and certainly among Trumps best appointments. Powells calm and steady stewardship of US monetary policy resulted in a soft landing that most thought was impossible in 2022. This was after he had deftly handled the greatest pandemic and the biggest economic shock since 2008. Sure he may have let QE go on for too long and reacted too slowly to inflation in 2021. Even if we ignored the fact that Biden intentionally delayed his renomination this was on net a great record and deserving of a"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1938926419200934193) 2025-06-28 11:44:16 UTC 29K followers, 429.6K engagements