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[@profplum99](/creator/twitter/profplum99)
"@fleckcap @sethmhardy @TexasOncologist Most have 403-b with similar structure"  
[X Link](https://x.com/profplum99/status/1973390613400740239) [@profplum99](/creator/x/profplum99) 2025-10-01T14:12Z 212.7K followers, XXX engagements


"With Argentina short rates hitting XX% on currency devaluation fears an improper reminder I told you so"  
[X Link](https://x.com/profplum99/status/1976026338138919106) [@profplum99](/creator/x/profplum99) 2025-10-08T20:46Z 212.7K followers, 59.2K engagements


"A very correct read imho. Many are aware of the Roman empire's debasement. Few are aware of the deflationary bust that preceded it. Julius Caesar made many enemies in the creditor Senatorial class with his 49BCE lex Iulia de pecuniis mutuis"  
[X Link](https://x.com/profplum99/status/1977009628799017230) [@profplum99](/creator/x/profplum99) 2025-10-11T13:53Z 212.7K followers, 69K engagements


"First interesting dot in a while. The SIZE selling is not coming from ETFs"  
[X Link](https://x.com/profplum99/status/1978051879394267456) [@profplum99](/creator/x/profplum99) 2025-10-14T10:54Z 212.7K followers, 44.1K engagements


"Levenson's been right"  
[X Link](https://x.com/profplum99/status/1978055069015638264) [@profplum99](/creator/x/profplum99) 2025-10-14T11:07Z 212.7K followers, 35.2K engagements


"@brokedamouf Liquidations by levered non-ETF holders and whale selling would be my hypothesis"  
[X Link](https://x.com/profplum99/status/1978056140928823414) [@profplum99](/creator/x/profplum99) 2025-10-14T11:11Z 212.7K followers, 1554 engagements


"@bennpeifert The glamorous life of a fund manager"  
[X Link](https://x.com/profplum99/status/1979314605802557875) [@profplum99](/creator/x/profplum99) 2025-10-17T22:32Z 212.7K followers, 3135 engagements


"@macrocephalopod @afekz @OneHotCode1 Which is why I said basically all. Lots of negative carry tail strategies out there"  
[X Link](https://x.com/profplum99/status/1979448890064597287) [@profplum99](/creator/x/profplum99) 2025-10-18T07:26Z 212.8K followers, XXX engagements


"@OneHotCode1 @macrocephalopod @afekz Exactly"  
[X Link](https://x.com/profplum99/status/1979539575426187588) [@profplum99](/creator/x/profplum99) 2025-10-18T13:26Z 212.9K followers, XXX engagements


"This imho is the way. I also will never buy a Sherwin-Williams product again. Not because I support our current 401K system but because unless the CEO (@Heidi_petz) did a Lee Iacocca and took a pay cut to $X they are demonstrating that they value their exec comp (CEO comp last year $12MM) over their employees who average $53K. Total savings from cut is $200MM. @SherwinWilliams"  
[X Link](https://x.com/profplum99/status/1967421812435747286) [@profplum99](/creator/x/profplum99) 2025-09-15T02:54Z 212.9K followers, 208.7K engagements


"Honestly mystifying to me how @Mike_Taylor1972 is not absolutely worshipped for his alpha generation in this product. Proceeds donated to charity AND you have outperformed peers by a mile"  
[X Link](https://x.com/profplum99/status/1968802561218998714) [@profplum99](/creator/x/profplum99) 2025-09-18T22:21Z 212.9K followers, 59.7K engagements


"There is an important difference this time. In 2021 $ARKK inflows were a key driver. This time her flows have remained structurally negative. Her performance is a function of owning what the retail crowd wants to own (high beta) not self-generated . Like 2020 when she scored big on $TSLA inclusion this is actual "alpha." Long-term track record suggests it won't be maintained but she's ridden this run admirably"  
[X Link](https://x.com/profplum99/status/1975601540762120235) [@profplum99](/creator/x/profplum99) 2025-10-07T16:38Z 212.9K followers, 43.4K engagements


"Duration risk is lowest in history no s Sherlock maturity is shortest in history. The reason HY spreads are tight is because issuance has been low and funds in HY must be reinvested in remaining bonds. Same thing happened pre-GFC"  
[X Link](https://x.com/profplum99/status/1976023782616859024) [@profplum99](/creator/x/profplum99) 2025-10-08T20:35Z 212.9K followers, 208.1K engagements


"Financial nihilism AND ignorance encapsulated in a single exchange. For those unaware John was born in 1974 and was one of the most successful commodity traders and investors of the past twenty years. A billionaire at XX. A tremendous philanthropist today"  
[X Link](https://x.com/profplum99/status/1978054963092766808) [@profplum99](/creator/x/profplum99) 2025-10-14T11:07Z 212.9K followers, 67.1K engagements


"Scott left GS for Citadel because the data is so much better. The gold standard for flow data"  
[X Link](https://x.com/profplum99/status/1978497772182499781) [@profplum99](/creator/x/profplum99) 2025-10-15T16:26Z 212.9K followers, 37.2K engagements


"The XX year return from the S&P500 from Sep 2000 is basically EPS growth + dividend yield. What bubble"  
[X Link](https://x.com/profplum99/status/1978797433036366072) [@profplum99](/creator/x/profplum99) 2025-10-16T12:17Z 212.9K followers, 189.7K engagements


"If we didn't keep making new highs I'd believe we've reached peak stupidity"  
[X Link](https://x.com/profplum99/status/1978830126113489237) [@profplum99](/creator/x/profplum99) 2025-10-16T14:27Z 212.9K followers, 31.1K engagements


"ChatGPT estimates of DCF derived values for MSFT AAPL ORCL suggest a hallucination"  
[X Link](https://x.com/profplum99/status/1980295191203582359) [@profplum99](/creator/x/profplum99) 2025-10-20T15:29Z 212.9K followers, 28.3K engagements


"From the same report:"  
[X Link](https://x.com/profplum99/status/1978804725467213930) [@profplum99](/creator/x/profplum99) 2025-10-16T12:46Z 212.9K followers, 53.3K engagements


"@muddywatersre No if you have overvalued equities they will overspend on capex artificially inflating economic activity. My argument is that passive dominance means no one is valuing companies so cost of capital is irrelevant"  
[X Link](https://x.com/profplum99/status/1980295672206414037) [@profplum99](/creator/x/profplum99) 2025-10-20T15:30Z 212.9K followers, 2834 engagements


""We will never again see negative rates" Switzerland "Halt mein bier""  
[X Link](https://x.com/profplum99/status/1978089926861193353) [@profplum99](/creator/x/profplum99) 2025-10-14T13:26Z 212.9K followers, 270.5K engagements


"Many have asked. The Einhorn interview can be found here"  
[X Link](https://x.com/profplum99/status/1978184323476930680) [@profplum99](/creator/x/profplum99) 2025-10-14T19:41Z 212.9K followers, 50.2K engagements


"No @Tyler_Neville_ You don't get both"  
[X Link](https://x.com/profplum99/status/1978898006872125797) [@profplum99](/creator/x/profplum99) 2025-10-16T18:57Z 212.9K followers, 25.9K engagements


"@BenBrey Crazily enough the CBO interprets this as an increase in retail spending"  
[X Link](https://x.com/profplum99/status/1980456822688608691) [@profplum99](/creator/x/profplum99) 2025-10-21T02:11Z 212.9K followers, 1072 engagements