[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Andrea_Texas_82](/creator/twitter/Andrea_Texas_82) "Recent developments in regional bank stocks particularly Zions Bancorps announcement of significant losses due to alleged borrower fraud have heightened market concerns. As markets approach a critical inflection point the Federal Reserve may find further justification to lower the federal funds rate potentially weakening the U.S. dollar. This creates a favorable environment for gold investments. I reiterate my call that the Fed will restart QE very soon. Additionally Bitcoins recent decline to $103000 warrants close monitoring. #Finance #Markets #Gold #Bitcoin #FederalReserve" [X Link](https://x.com/Andrea_Texas_82/status/1979134070576586875) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-17T10:35Z 5991 followers, XXX engagements "Heres why Im concerned: foreign investors particularly central banks are reducing their U.S. Treasury holdings at a time when the Treasury will need to issue substantial new debt in the coming years. I am convinced that declining real yields diminish the incentive for both foreign and domestic investors to purchase and hold U.S. government bonds. If the 10-year nominal yield falls below X% I expect supply to significantly outpace demand which could drive yields higher or necessitate policy intervention" [X Link](https://x.com/Andrea_Texas_82/status/1981010663133581741) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-22T14:52Z 5990 followers, XXX engagements "I strongly believe the bond market is underestimating a critical risk: the Federal Reserve whether led by Chair Powell or a successor may be forced to resume quantitative easing (QE) to cap long-end yields. In my view such a policy shift would weaken the U.S. #dollar and fuel further inflation creating a feedback loop that could destabilize markets. I see this scenario as increasingly probable within months yet it remains underappreciated by the market" [X Link](https://x.com/Andrea_Texas_82/status/1981010665167798372) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-22T14:52Z 5990 followers, XXX engagements "It is deeply concerning that approximately XX% of Americans currently hold more credit card debt than emergency savings. With average interest rates on credit cards exceeding XX% unpaid balances compound rapidly exacerbating financial strain. Should unemployment rates surge the ensuing deleveraging process could prove highly disruptive for U.S. consumers and investors in asset-backed securities alike. #PersonalFinance #Economy #DebtManagement #FinancialHealth #USEconomy" [X Link](https://x.com/Andrea_Texas_82/status/1980591839456477629) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-21T11:07Z 5987 followers, XXX engagements "Trump claims tariffs will pay off our $38T debtdelusional Key issues: X. US companies & consumers foot the bill not trading partners. X. Partners may shift to their own currencies threatening USD reserve status. This reinforces my gold trade conviction & overweight in international stocks. Could spark a crisis dwarfing the GFC Thoughts #Trump #Tariffs #USDebt #Economy #Gold #FinancialCrisis" [X Link](https://x.com/Andrea_Texas_82/status/1980771931432345993) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-21T23:03Z 5986 followers, XXX engagements "My Perspective on Real Yields and Emerging Risks in the Bond Market In my opinion real yields are the most reliable indicator for evaluating financial conditions as they reflect the true cost of borrowing after accounting for #inflation. Historical data over several decades suggests that the long-term average real yield is approximately 2%. I firmly believe that when real yields fall below this level markets become significantly more favorable for borrowers whereas yields above X% provide lenders with substantial real returns" [X Link](https://x.com/Andrea_Texas_82/status/1981010658670882994) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-22T14:52Z 5989 followers, 1303 engagements "@David_Kudla @robin_j_brooks We are in the same boat here in the States" [X Link](https://x.com/Andrea_Texas_82/status/1981129427544113521) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-22T22:43Z 5986 followers, XX engagements "Credit card delinquencies are nearing levels observed in the aftermath of the Great Financial Crisis. The concerning aspect is that this rise is occurring amid near-full employment in the United States. Should the unemployment rate surge I anticipate significant disruptions in consumer spending patterns. #FinancialAnalysis #CreditDelinquencies #EconomicIndicators #ConsumerSpending #UnemploymentRisk" [X Link](https://x.com/Andrea_Texas_82/status/1980631814772281497) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-21T13:46Z 5989 followers, XXX engagements "Today's inflation report could move markets. I'll focus on the bond market as interest rates have dropped taking duration is less appealing. The Fed seems on autopilot with many interest rate cuts expected regardless of inflation. Compressed real yields favor the wealthy and penalize the less fortunate which I find unfortunate" [X Link](https://x.com/Andrea_Texas_82/status/1981672924785283087) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-24T10:43Z 5991 followers, XXX engagements "🚨 BREAKING: Trump warns Xi of XXX% tariffs on Chinese goods by Nov X if no deal at their South Korea summitover rare earths & trade war escalation Even Xis heard of the TACO Trade: Trump Always Chickens Out 😂 Will they fold or fight #TrumpTariffs #TradeWar #ChinaUS" [X Link](https://x.com/Andrea_Texas_82/status/1980416279283659118) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-20T23:30Z 5991 followers, XXX engagements "Today $NEM reported record earnings but the stock declined in after-market trading. Nobody on X notes that $NEM's all-in sustaining costs dropped XXX% to $1566 per ounce showing improved pricing and operational efficiencies" [X Link](https://x.com/Andrea_Texas_82/status/1981501939956461588) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-23T23:24Z 5991 followers, 1095 engagements "📉 Today's September CPI data arrived softer than anticipateda welcome development in my view. Headline inflation rose just XXX% MoM (below the XXX% consensus) while core CPI eased to XXX% MoM signaling persistent disinflation. This moderation stems from subdued core pressures including shelter costs decelerating to XXX% MoM amid moderating rental markets and medical care services slowing to XXX% MoM post-pandemic stabilization. Diving deeper into core components I see targeted progress: Owners' equivalent rent (OER) increased only XXX% MoMits slowest since early 2023driven by multifamily" [X Link](https://x.com/Andrea_Texas_82/status/1981721374071599325) [@Andrea_Texas_82](/creator/x/Andrea_Texas_82) 2025-10-24T13:56Z 5991 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Andrea_Texas_82
"Recent developments in regional bank stocks particularly Zions Bancorps announcement of significant losses due to alleged borrower fraud have heightened market concerns. As markets approach a critical inflection point the Federal Reserve may find further justification to lower the federal funds rate potentially weakening the U.S. dollar. This creates a favorable environment for gold investments. I reiterate my call that the Fed will restart QE very soon. Additionally Bitcoins recent decline to $103000 warrants close monitoring. #Finance #Markets #Gold #Bitcoin #FederalReserve"
X Link @Andrea_Texas_82 2025-10-17T10:35Z 5991 followers, XXX engagements
"Heres why Im concerned: foreign investors particularly central banks are reducing their U.S. Treasury holdings at a time when the Treasury will need to issue substantial new debt in the coming years. I am convinced that declining real yields diminish the incentive for both foreign and domestic investors to purchase and hold U.S. government bonds. If the 10-year nominal yield falls below X% I expect supply to significantly outpace demand which could drive yields higher or necessitate policy intervention"
X Link @Andrea_Texas_82 2025-10-22T14:52Z 5990 followers, XXX engagements
"I strongly believe the bond market is underestimating a critical risk: the Federal Reserve whether led by Chair Powell or a successor may be forced to resume quantitative easing (QE) to cap long-end yields. In my view such a policy shift would weaken the U.S. #dollar and fuel further inflation creating a feedback loop that could destabilize markets. I see this scenario as increasingly probable within months yet it remains underappreciated by the market"
X Link @Andrea_Texas_82 2025-10-22T14:52Z 5990 followers, XXX engagements
"It is deeply concerning that approximately XX% of Americans currently hold more credit card debt than emergency savings. With average interest rates on credit cards exceeding XX% unpaid balances compound rapidly exacerbating financial strain. Should unemployment rates surge the ensuing deleveraging process could prove highly disruptive for U.S. consumers and investors in asset-backed securities alike. #PersonalFinance #Economy #DebtManagement #FinancialHealth #USEconomy"
X Link @Andrea_Texas_82 2025-10-21T11:07Z 5987 followers, XXX engagements
"Trump claims tariffs will pay off our $38T debtdelusional Key issues: X. US companies & consumers foot the bill not trading partners. X. Partners may shift to their own currencies threatening USD reserve status. This reinforces my gold trade conviction & overweight in international stocks. Could spark a crisis dwarfing the GFC Thoughts #Trump #Tariffs #USDebt #Economy #Gold #FinancialCrisis"
X Link @Andrea_Texas_82 2025-10-21T23:03Z 5986 followers, XXX engagements
"My Perspective on Real Yields and Emerging Risks in the Bond Market In my opinion real yields are the most reliable indicator for evaluating financial conditions as they reflect the true cost of borrowing after accounting for #inflation. Historical data over several decades suggests that the long-term average real yield is approximately 2%. I firmly believe that when real yields fall below this level markets become significantly more favorable for borrowers whereas yields above X% provide lenders with substantial real returns"
X Link @Andrea_Texas_82 2025-10-22T14:52Z 5989 followers, 1303 engagements
"@David_Kudla @robin_j_brooks We are in the same boat here in the States"
X Link @Andrea_Texas_82 2025-10-22T22:43Z 5986 followers, XX engagements
"Credit card delinquencies are nearing levels observed in the aftermath of the Great Financial Crisis. The concerning aspect is that this rise is occurring amid near-full employment in the United States. Should the unemployment rate surge I anticipate significant disruptions in consumer spending patterns. #FinancialAnalysis #CreditDelinquencies #EconomicIndicators #ConsumerSpending #UnemploymentRisk"
X Link @Andrea_Texas_82 2025-10-21T13:46Z 5989 followers, XXX engagements
"Today's inflation report could move markets. I'll focus on the bond market as interest rates have dropped taking duration is less appealing. The Fed seems on autopilot with many interest rate cuts expected regardless of inflation. Compressed real yields favor the wealthy and penalize the less fortunate which I find unfortunate"
X Link @Andrea_Texas_82 2025-10-24T10:43Z 5991 followers, XXX engagements
"🚨 BREAKING: Trump warns Xi of XXX% tariffs on Chinese goods by Nov X if no deal at their South Korea summitover rare earths & trade war escalation Even Xis heard of the TACO Trade: Trump Always Chickens Out 😂 Will they fold or fight #TrumpTariffs #TradeWar #ChinaUS"
X Link @Andrea_Texas_82 2025-10-20T23:30Z 5991 followers, XXX engagements
"Today $NEM reported record earnings but the stock declined in after-market trading. Nobody on X notes that $NEM's all-in sustaining costs dropped XXX% to $1566 per ounce showing improved pricing and operational efficiencies"
X Link @Andrea_Texas_82 2025-10-23T23:24Z 5991 followers, 1095 engagements
"📉 Today's September CPI data arrived softer than anticipateda welcome development in my view. Headline inflation rose just XXX% MoM (below the XXX% consensus) while core CPI eased to XXX% MoM signaling persistent disinflation. This moderation stems from subdued core pressures including shelter costs decelerating to XXX% MoM amid moderating rental markets and medical care services slowing to XXX% MoM post-pandemic stabilization. Diving deeper into core components I see targeted progress: Owners' equivalent rent (OER) increased only XXX% MoMits slowest since early 2023driven by multifamily"
X Link @Andrea_Texas_82 2025-10-24T13:56Z 5991 followers, XXX engagements
/creator/twitter::969646621763006469/posts