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[@stevehou0](/creator/twitter/stevehou0)
"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 30.6K followers, 2827 engagements


"@zoomyzoomm If you are bullish on autonomous driving as a business you should just invest in TSLA. AD is a solved problem with FSD"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947100984645177395) 2025-07-21 01:07:04 UTC 30.6K followers, XXX engagements


"I think a key challenge with the Powell struggle is that the supporters of President Trump even the well educated smart non-finance tech bros seem convinced that the Fed cutting rates equals rates falling across maturities. That a stubborn Fed is the only force holding rates up. Thats just not true. The Fed isnt the reason why 30y is at 5%. Fiscal policy is. But such nuances are really difficult to convey esp in a highly politically charged environment with very little mutual trust for good faith debates"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947660463325528141) 2025-07-22 14:10:14 UTC 30.6K followers, 65K 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 30.6K followers, 161.9K engagements


"I thought RenTech/Simons used the Open State Space Markov Chain Smoking Model (OSSMCS)"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946991868388037054) 2025-07-20 17:53:29 UTC 30.6K followers, 3873 engagements


"@BickerinBrattle Economic crash or just a market crash"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948430255196098873) 2025-07-24 17:09:07 UTC 30.6K followers, XXX engagements


""150 AI researchers with enough funding behind them can create an OpenAI". This one-liner explains why SOTA foundational models won't be commoditized. The (human and financial) capital intensive nature of AI industry means it will be oligopolistic. Question is if it will be Cournot or Bertrand competition"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948409095943336189) 2025-07-24 15:45:02 UTC 30.6K followers, 2265 engagements


"Celsius Fahrenheit. I'm sorry America. The civilized world has decided on this issue. I'm not going to learn a new random temperature system that doesn't even freeze at X and boil at XXX. Re-normalize and we can talk again. :)"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947712293300801690) 2025-07-22 17:36:12 UTC 30.6K followers, 21.1K engagements


"Lower quantity but higher price. Econ XXX tells us that an inward shift of supply curve may explain such an equilibrium outcome: at every given price there are fewer sellers perhaps anticipating better housing market with lower rates and stronger demand"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948031619195175198) 2025-07-23 14:45:05 UTC 30.6K followers, 2127 engagements


"Interesting perspective on arb opportunities in crypto from an ex-mid freq equity quant"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947439875088667026) 2025-07-21 23:33:42 UTC 30.7K followers, 3656 engagements


"The power of US dollar as a financial technology. Remember @JeffBezos said to @andrewrsorkin at last year's @dealbook summit: "The key reason why the USA has so much entrepreneurial success is that the country has the best risk capital where founders can raise $XX million even if their business has only a XX% chance of succeeding.""  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944053335939584140) 2025-07-12 15:16:48 UTC 30.7K followers, 4915 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 30.6K followers, 1423 engagements


"@viscondegrego Exactly. Civilization is a transition from being mostly outdoors to mostly indoors"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947713629723267314) 2025-07-22 17:41:30 UTC 30.6K followers, XXX engagements


"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 30.6K followers, 6844 engagements


"@timpierotti1 hmm by that point it's maybe a little late. also isn't MA very actively involved in stablecoins and crypto itself V too no"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948017315771285660) 2025-07-23 13:48:15 UTC 30.6K followers, XX 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 30.6K followers, 56.8K engagements


"Sorry. I didn't mean long yields rose last year after the Sep cuts bc of fiscal policy. It was due to the reasons you laid out that the Fed (and the rest of us) got fooled by a growth scare as evidenced by the plunging 10y. I was more speaking of the rising long yields since the passage of OBBB. Again evidence is thin and not definitive. Different theories abound. I've also said repeatedly that I expect bond yields to fall first before rising bc the cyclical (slowing economy) always beats the secular (unsustainable fiscal outlook)"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947680710887698479) 2025-07-22 15:30:42 UTC 30.6K followers, 1200 engagements


"You can also just not pay the creditors and sue them for predatory lending. It's not default if the lenders are bad people who tricked America into borrowing too much money. It's all previous American Presidents' fault anyway as President Trump strictly spends only what he has"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948025703863046495) 2025-07-23 14:21:35 UTC 30.6K followers, 2261 engagements


"Some asked why I I wrote my initial reply to Chamath this or that way. Truth is I wrote it off the cuff so its not even a very good analysis of the trade. Others have written much better like below. Mine went viral mainly bc Chamaths reply to my reply mentioning the ISDA.😅"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947623979868721216) 2025-07-22 11:45:16 UTC 30.6K followers, 3386 engagements


"Woke up to being called incredibly unsophisticated by the Dictator"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947262100134338825) 2025-07-21 11:47:17 UTC 30.6K followers, 184.7K engagements


"@volckron What are you even talking about I use AI today for tasks that I used to have to use a variety of tools of which Google search is just one. It's a massive productivity booster"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948360094384587133) 2025-07-24 12:30:19 UTC 30.6K followers, XX engagements


"@zoomyzoomm Fed economists do better policy relevant research on the economy better than just about any central bank around the world as good as any top university depts and certainly Wall Street economists and have the ability and patience to research more in-depth and complex questions"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948367426967556438) 2025-07-24 12:59:28 UTC 30.6K followers, XX engagements


"Ten facts about Jerome Powell few know about"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947743117588758700) 2025-07-22 19:38:41 UTC 30.6K followers, 3550 engagements


"@rabois What does the Fed have to do with $OPEN You mean it would help unlock the real estate market by cutting rates What if the long end rises in response"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947657683114324297) 2025-07-22 13:59:12 UTC 30.6K followers, 2471 engagements


"Interesting write-up of experience in China. Ive heard at least two Americans being similarly impressed if not blown away after visiting China for the first time (in many years). I think the way they were impressed comes down to two dimensions: social decorum and infrastructure. Neither of these is unique to China and much more common across advanced East Asian countries such as Japan Korea Singapore and even Taiwan. They were likely impressed particularly due to a presumption of China being poorer and less developed than those countries. Chinese cities are clean and they certainly took great"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948302578883682669) 2025-07-24 08:41:47 UTC 30.6K followers, 2920 engagements


"@realKunalAShah Its a lie thats so easily and directly contradicted by nonpartisan empirical facts though. Corporate financial statements of all US public companies that do imports. I fail to see how this is good politics"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947967079685960187) 2025-07-23 10:28:37 UTC 30.6K followers, XXX engagements


"@briangobosox Now imagine if one of the next couple inflation prints are hot who would bear the blame"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947371223685460011) 2025-07-21 19:00:54 UTC 30.6K followers, XXX engagements


"How different is this from paying with credit cards using V/MA/Amex networks or ApplePay Does this simply avoid using a bank But one must pay with bank debit instead of credit What if the customers like the bank credit + rewards model under which merchants bear most cost"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947966608825364865) 2025-07-23 10:26:45 UTC 30.6K followers, 2993 engagements


"Great thread and a cautionary warning for those that based their analysis and reasoning on simplistic national accounting over economic modeling even mentally One ends up making unintentional assumptions about endogenous equilibrium variables and drawing false conclusions"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947958588044882141) 2025-07-23 09:54:53 UTC 30.6K followers, 4342 engagements


"@realKunalAShah @prewittse The admin explicitly and repeatedly said that foreigners pay the tariffs. Do you want me to look to video clips of Trump saying that"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947967360465350898) 2025-07-23 10:29:44 UTC 30.6K followers, XX engagements


"One of my favorite economics papers. Fundamentally shaped the way I think about markets"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946896597297561663) 2025-07-20 11:34:55 UTC 30.6K followers, 272.4K engagements


"Nevertheless going for a log however slow will still be good for both your physical and mental health"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947422538432450798) 2025-07-21 22:24:49 UTC 30.6K followers, 1583 engagements


"Nice blog on AI context engineering which is a much better and accurate phrase than prompt engineering"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947621206360002646) 2025-07-22 11:34:15 UTC 30.6K followers, 2409 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 30.6K followers, XX engagements


"Feverish retail buying is leading to one of the largest quant drawdowns in years and yet there was no such similar drawdown in 2021 Remember ARKK GME AMC and WallStreetBets"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948371985328754926) 2025-07-24 13:17:34 UTC 30.6K followers, 2080 engagements


"👀 @elonmusk seemingly endorses @GavinSBakers very interesting idea of Apple+xAI partnership. Apple has a top distribution network (iPhone users) bar none but no credible AI solutions. They missed train started late continued to face delays. I was expecting them to acquire a top AI lab a year ago. Alas they seemed to want to do it in-house which is vintage Apple but also proving very difficult so far. Foundational models are not commoditized after all. xAI on the other hand is easily one of the top AI models but similarly suffers from a late start hence falling behind ChatGPT and from Elons"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946892643276927209) 2025-07-20 11:19:12 UTC 30.6K followers, 9025 engagements


"Fascinating new article from my colleague Justina Lee as usual. This time on how investors are shedding their significantly appreciated shares without incurring capital gains taxes through seeding ETFs via an obscure and perfectly legal "351 conversion" rule"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947709617309360346) 2025-07-22 17:25:34 UTC 30.6K followers, 7927 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 30.6K followers, 4300 engagements


"@briangobosox And thats why theres a lot of uncertainty over tariffs and the case for wait and see. I was on team cutting. Now Im not so sure given the way the admin is behaving. Cutting now gives admin extra tariff policy space that they otherwise wouldnt have had"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947388520550830267) 2025-07-21 20:09:38 UTC 30.6K followers, XXX engagements


"They are really trying to bring down a Fed chair over a glorified home remodeling cost overrun scandal It's not like Powell got to hire his cousin as contractor or even gets to enjoy the new building when finished. He'll be retired before the project's finished"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947429210185994605) 2025-07-21 22:51:19 UTC 30.6K followers, 8609 engagements


"unpopular technology that is struggling to find a use case Havent seen a post from Doctor Giggleballs in a long time since we dont follow each other. Hes still doing this nonsense Ofc AI investments are expensive and risky. We dont know what the future payoff is going to be or whether AGI will ever happen or if its even a good thing. But to call AI unpopular or useless is another level of Luddite self-delusion. When I walk around the office these days every single monitor has a couple tabs of ChatGPT open. I think theres a use case alright. Also corporate leaders expect cloud computing"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948313221175103572) 2025-07-24 09:24:04 UTC 30.6K followers, 2439 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 30.6K followers, 4175 engagements


"Underneath the US dollar its a vast USD-denominated financial technology and services architecture which one needs the dollar to access. Just as one needs NVidia GPUs to use CUDA. The US dollar is a financial technology. Thats why trade and financial transactions are conducted in dollars bc its cheaper risk capital and convenient. Bitcoin by extension the crypto complex is a novel development as an alternative for a narrow but growing set of functions of the dollar. But even there very quickly USD stablecoins came online as a natural use case proving theres still vast unmet demand for access"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944032130754920946) 2025-07-12 13:52:32 UTC 30.7K followers, 5446 engagements


"I trust Sydney Sweeney to do the right thing much more than Bill Pulte"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948457276827734425) 2025-07-24 18:56:30 UTC 30.6K followers, 5368 engagements


"@rabois Thats a different prediction. You are basically saying if the Fed cuts the entire rate complex will go lower. I was asking what happens if long yields rise in response to a short rate cut as they did after the rate cuts that began last Sep"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947658879178887517) 2025-07-22 14:03:57 UTC 30.6K followers, XXX engagements


"Agree or disagree with the current monetary policies which are decided by the FOMC as a group. Jerome Powell has performed honorable and commendable service to the country as Fed chair and is now taking a brave stand against the encroachment of monetary independence for sheer political convenience. Honorable leaders and public intellectuals rally around him for a matter of principle. Dishonorable hacks do the opposite in hope of some opportunistic gains for themselves"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947630562635575331) 2025-07-22 12:11:26 UTC 30.6K followers, 15K engagements


"@chamath @theallinpod Sorry I thought it was a trade recommended to the All In podcast audience. Given that its the number X podcast with maybe hundreds of millions of listeners worldwide I just assumed the vast majority doesnt have ISDA or cheap/free leverage to put into such a trade"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947262811517624823) 2025-07-21 11:50:07 UTC 30.6K followers, 87.5K engagements


"@volckron I don't think we are very good at measuring productivity impact. Where's the evidence that internet has increased productivity"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948363092779290996) 2025-07-24 12:42:14 UTC 30.6K followers, XX engagements


"Short term pain long term gain is a very different policy sales pitch from foreigners will pay the tariffs. The admin could make the former pitch. But it chose not to and made the latter pitch instead. In fact it argued that foreigners may bear the cost via stronger USD. The opposite happened"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947964867282866602) 2025-07-23 10:19:50 UTC 30.6K followers, 9987 engagements


"@rev_cap Did you underestimate their pension and SS and they overestimate their home value"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946988596428226918) 2025-07-20 17:40:29 UTC 30.6K followers, 2020 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 30.6K followers, 36K 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 30.6K followers, 18.6K engagements


"👀 An American financial innovation happened in Europe first"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1939790844523127192) 2025-06-30 20:59:11 UTC 30.6K followers, 81.5K engagements


"@briangobosox oh c'mon if Trump could legally remove Powell he would've already. This is 3D chess again"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947364170027921827) 2025-07-21 18:32:53 UTC 30.6K followers, XXX engagements


"@rev_cap @ezraklein @DKThomp Trump's base isn't in the cities so he doesn't really care about this issue Housing supply in NYC is a liberal issue. But I agree with you that this should be a good policy for Dems to pursue"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947257900495221157) 2025-07-21 11:30:36 UTC 30.6K followers, XXX engagements


"Ironically the way long term bond yields reacted (and the subsequent inflation and growth news) to the rate cuts last fall is an important reason why the Fed is nervous about cutting prematurely now. Here's my review of the sequence of events last fall:"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947705310283764122) 2025-07-22 17:08:27 UTC 30.6K followers, 2074 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 30.6K followers, 83.6K engagements


"Did AI really win an Olympiad gold medal though"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946719168432136416) 2025-07-19 23:49:52 UTC 30.6K followers, 7837 engagements


"@gdp1985 Are you sure Did you check on Gemini"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947338071629775068) 2025-07-21 16:49:10 UTC 30.6K followers, XXX engagements


"@rabois Even if the long bond yields rise"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947657975071379908) 2025-07-22 14:00:21 UTC 30.6K followers, 2202 engagements


"@briangobosox also do we know that tariffs will be high What if they get struck down by the courts as illegal as some seem to think is possible While I personally see the merit of looking through and cutting I can see why not cutting might make sense too. It's really the admin's own fault"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947381984730231065) 2025-07-21 19:43:40 UTC 30.6K followers, XXX engagements


"@zoomyzoomm Does GOOG make any money from Waymo"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947098743846658320) 2025-07-21 00:58:10 UTC 30.6K followers, XXX engagements


"On net Bessent is an honorable man and saner voice among top officials in the Trump admin. On several occasions hes reported to have brought us back from the brink of terrible policy decisions. The meritocratic and technocratic role of the Treasury Secretary is very underrated"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947643207824691622) 2025-07-22 13:01:40 UTC 30.6K followers, 4855 engagements


"@atlas_invst Trust me the following is true of celsius too "0 deg = cold as shit XXX deg = hot as shit""  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947716087140729166) 2025-07-22 17:51:16 UTC 30.6K followers, XXX engagements


"@briangobosox Why would the Fed accommodate the WH creating a severe supply shock No rate cuts the WH's capacity to use tariffs as a negotiating tool is also constrained"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947381080442737029) 2025-07-21 19:40:04 UTC 30.6K followers, XXX engagements


"Incredibly sophisticated take. I def didnt see this one coming but prob shouldve. Powell for Pulte. Great trade Sharpe Gotta lever it up Bill Pulte is rich enough to have an ISDA and can put $5-10 trillion on each side of the Feds balance sheet when the time comes"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947992163301683251) 2025-07-23 12:08:18 UTC 30.6K followers, 1974 engagements


"Genuine overcapacity in investment grade bond underwriting. And people think Chinas overcapacity means therere too many factories. Maybe overcapacity is just how China operates in everything"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948342591579193747) 2025-07-24 11:20:46 UTC 30.6K followers, 2155 engagements


"@zoomyzoomm Id invest in GOOG for its continued core resilience and AI sooner than Waymo tbh. Id avoid BIDU"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947105208636514542) 2025-07-21 01:23:51 UTC 30.6K followers, XXX engagements


""Donald Trump will visit the Federal Reserve Thursday to tour the construction site hes criticized for cost overruns." I think President Trump just misses his real estate roots. Can we contract the refurnishing project to the Trump Org"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948395602934403425) 2025-07-24 14:51:25 UTC 30.6K followers, 1386 engagements


"I'm a simple man. When weather is nice in NYC I buy some US stocks. Today is XX degrees "feels like 25" cool dry and sunny. 😎📈 Weather looks good this week until Friday anyway"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947711320566206478) 2025-07-22 17:32:20 UTC 30.6K followers, 20.1K engagements


"Overall net tariffs may well be deflationary bc its a net and regressive tax that discourages imports incl intermediate goods so in that sense its possible overall demand is lower. Also the US economy was already slowing so this tax slows it further. But theres no intentionally consistent intellectual framework/model that says tariffs lead to lower prices over the long run bc of efficiency gains. You are putting on a constraint The goalpost moving nature of the tariff advocates is quite apparent. The reality is that they want less trade and are willing to impose a cost on the consumers in"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947970248419787126) 2025-07-23 10:41:13 UTC 30.6K followers, XX engagements


"Nevertheless going for a *jog* however slow will still be good for both your physical and mental health"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947424669822554387) 2025-07-21 22:33:17 UTC 30.6K followers, 3142 engagements


"@chamath @theallinpod Um Annualized Return: XXXX% (from the long SPY short Mag7 XXX% return over X months and XX days annualized with compounding). 1-Year Risk-Free Rate (Jan 2025): 4.3%"  
![@stevehou0 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::803639496386355200.png) [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947067875098792239) 2025-07-20 22:55:30 UTC 30.6K followers, 225.6K 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 30.6K followers, XX 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 30.6K followers, 3294 engagements