[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.] #  @BickerinBrattle George Robertson George Robertson posts on X about tariffs, trumps, fed, chaos the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::967037960574160896/interactions)  - X Week XXXXXXX +18% - X Month XXXXXXX +225% - X Months XXXXXXXXX +5.30% - X Year XXXXXXXXX +40% ### Mentions: XX [#](/creator/twitter::967037960574160896/posts_active)  - X Week XXX +61% - X Month XXX +258% - X Months XXX -XX% - X Year XXXXX +2.70% ### Followers: XXXXXX [#](/creator/twitter::967037960574160896/followers)  - X Week XXXXXX +0.40% - X Month XXXXXX +0.82% - X Months XXXXXX +22% - X Year XXXXXX +55% ### CreatorRank: XXXXXXX [#](/creator/twitter::967037960574160896/influencer_rank)  ### Social Influence [#](/creator/twitter::967037960574160896/influence) --- **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [celebrities](/list/celebrities) XXXX% [exchanges](/list/exchanges) XXXX% [fashion brands](/list/fashion-brands) XXXX% [currencies](/list/currencies) XXXX% [automotive brands](/list/automotive-brands) XXXX% **Social topic influence** [tariffs](/topic/tariffs) #517, [trumps](/topic/trumps) 1.84%, [fed](/topic/fed) 1.84%, [chaos](/topic/chaos) 1.23%, [jpm](/topic/jpm) 1.23%, [bidenomics](/topic/bidenomics) 1.23%, [limits](/topic/limits) 1.23%, [aa](/topic/aa) 1.23%, [sp500](/topic/sp500) 1.23%, [canada](/topic/canada) XXXX% **Top accounts mentioned or mentioned by** [@benkizemchuk](/creator/undefined) [@wbmosler](/creator/undefined) [@neddypott](/creator/undefined) [@dampedspring](/creator/undefined) [@profplum99](/creator/undefined) [@0xgda](/creator/undefined) [@fejauinc](/creator/undefined) [@bobeunlimited](/creator/undefined) [@raleighkeegan](/creator/undefined) [@postfactnews](/creator/undefined) [@grok](/creator/undefined) [@nickgiva1](/creator/undefined) [@benbrey](/creator/undefined) [@fkronawitter1](/creator/undefined) [@liamwat03460428](/creator/undefined) [@ericwallerstein](/creator/undefined) [@apolloglobal](/creator/undefined) [@jackfarley96](/creator/undefined) [@melmattison1](/creator/undefined) [@1e9petrichor](/creator/undefined) **Top assets mentioned** [BlackRock Inc (BLK)](/topic/blackrock) [Bitcoin (BTC)](/topic/bitcoin) [Costco Wholesale Corporation (COST)](/topic/costco) ### Top Social Posts [#](/creator/twitter::967037960574160896/posts) --- Top posts by engagements in the last XX hours "really could use criticism adds to my recent "Great Recession of 2025" have at it. @ericwallerstein @apolloglobal @dampedspring @profplum99 @BobEUnlimited @JackFarley96 @fejau_inc @wbmosler @BenKizemchuk @nickgiva1 @BenBrey @MelMattison1 @fkronawitter1"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945827466532032951) 2025-07-17 12:46:34 UTC 18K followers, 10.1K engagements "@mario4thenorth unless US is willing to invade and occupy sorta like Germany taking out the Baltics in 1941. Easily done. But if US does not do this Canada will destroy Trump"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947265366851248422) 2025-07-21 12:00:16 UTC 18K followers, 1287 engagements "withholding tax is still dropping indicating the econ is dropping/has rolled over"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947044422396326387) 2025-07-20 21:22:19 UTC 18K followers, 6351 engagements "@GodlessLib_CB i have all contractual self managed funds (401k and various other savings plan and whole life all in cash and now have lost 1/3 of my "speculative" liquid assets given this view as went max short X to X weeks ago"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945839303923257474) 2025-07-17 13:33:36 UTC 18K followers, XXX engagements "suspect this guy is already in the Trump west wing as chief of strategy"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947317487613137373) 2025-07-21 15:27:23 UTC 18K followers, 2574 engagements "Bit of a brutal beating last X weeks though self induced. Think the risk/harm of missing this rare drop in equity greater than the loss in PL. Not a chance this market doesn't crack up. Max short and much as possible in positive convexity. Long JPM and SPX OTM puts"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947543207383822667) 2025-07-22 06:24:18 UTC 18K followers, 6074 engagements "using a Ho Lee method which is based on Merton use of stochastic drift and then pluggin it into Fisherian axioms about the relationship of risk free to NGDP market is telling us NGDP in XX years should be 2/3 of what expectations for it last year were"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947042751092023453) 2025-07-20 21:15:40 UTC 18K followers, 1928 engagements "@crazy_xrp @dampedspring @SecScottBessent he is going to be if not already infamous and his children and husband will be ashamed. He might as well show up now as an Epstein Client - he has sunk this low. Children ashamed to be his children"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947262970876039206) 2025-07-21 11:50:45 UTC 18K followers, XXX engagements "Retail sales has no information just ongoing holding pattern now into 3rd year. consumption because of drop in wages and likely increase in savings is dropping and foreshadows retail sales in month or so"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945843004243107868) 2025-07-17 13:48:18 UTC 18K followers, 1306 engagements "@TonyNashNerd first better move the Fed as system bank regulator into FDIC then redo Treas Fed Accord then rewrite Fed Act to do this and eliminate "mandates""  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947314913765945482) 2025-07-21 15:17:09 UTC 18K followers, XXX engagements "man the Epstein file release fail has started a massive counter propaganda campaign - Obama is traitor and wonderful new tariff deals. stochastic market risk is as high as ever been since Liberation Day. market rally solely from bullshit - April X "Tariff Pause" scam"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947018571109802188) 2025-07-20 19:39:35 UTC 18K followers, 2070 engagements "It is rather simple math. It. BBB is maintaining Bidenomics with some payola from lower income cohorts to upper income cohorts. (HT to @fkronawitter1 ) perhaps @profplum99 can repost his work in that redistribution effect @fejau_inc BBB is regressive and slight tightening"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1946530893947977860) 2025-07-19 11:21:44 UTC 18K followers, 3394 engagements "Do you really think we get out of this unscathed And what do you think of the competency of those involved the leadership The country has gone through a X month meth binge"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1946910085621424328) 2025-07-20 12:28:30 UTC 18K followers, 2358 engagements "@vega_terian @sentinelcat that is investment advice and is a criminal offense for me to answer"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947650928703901756) 2025-07-22 13:32:21 UTC 18K followers, XX engagements "Sooner or later this fugue will end in deaths - a Kent State or similar. Shots fired"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1946155580348883245) 2025-07-18 10:30:22 UTC 18K followers, 1781 engagements "stress and wee bit of a failure in JPM earnings report net revenue note the corporate line. methinks JPM missed and indicates the sea change has occurred stock down before open. think tariffs showing impact"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945087816981000546) 2025-07-15 11:47:28 UTC 18K followers, 2090 engagements "Ok USDCAD trade working out as US losing credibility and thoughtful (or prudent) starting to bunker in. Don't worry US will come back after this Clown Car act finishes. The USDCAD foreshadowing SP 500"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947835519171498183) 2025-07-23 01:45:51 UTC 18K followers, 1973 engagements "be afraid be very afraid you dont see a white moose every day"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1944843716742836299) 2025-07-14 19:37:30 UTC 18K followers, 2885 engagements "grifter but why isnt blackrock large enough for him how about the other assets he controls basically"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947307623532900580) 2025-07-21 14:48:11 UTC 18K followers, 3602 engagements "@graystokev2 my conclusion is a crash in equity as made all aware ad nauseum but your question is the required logic. heck might be a rally in equity of XX% but"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947046680387326108) 2025-07-20 21:31:17 UTC 18K followers, XXX engagements "or to put it bluntly. center cannot hold and equity markets will crash shortly - personally I had it occurring X weeks ago (heck am only human)"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947037890946457755) 2025-07-20 20:56:22 UTC 18K followers, 2284 engagements "This is all you need to know about the Trump administration and cabinet. The guy on the tricycle who thinks he made it unlike all the other clowns - let us call him Scott"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947843998544015829) 2025-07-23 02:19:33 UTC 18K followers, 1606 engagements "Why not pick one of your leading trim neat fellows and then debate me on this one point just this point in a podcast soon With a wee bit of promotion would be popular. Promise to stay to the point and be polite"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947989086066880655) 2025-07-23 11:56:04 UTC 18K followers, 1189 engagements "@profplum99 or BTC cannot function in todays economic reality as far as the "state" goes"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1946998228236333211) 2025-07-20 18:18:45 UTC 18K followers, 1079 engagements "@BidOnCapital Until the leptokurtotic down side fat tail is realized in only a few days or so. Then"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947842187636670951) 2025-07-23 02:12:21 UTC 18K followers, XXX engagements "One thought is this lunacy isn't resolved until Trump tests out what coercive force he has against his "enemies". A current day version of Kent State 1970. Something to make all realize there are consequences a cost"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947996108732469347) 2025-07-23 12:23:58 UTC 18K followers, 1426 engagements "during the crash of 1987 I noted to Mulheren that US Treasurys yield would drop quickly in a recession/equity crash. Mulheren said go ahead and do as I saw fit in my book and removed my limits. Izzy was puking. many "seats" from NYSE were coming into the office with some sobbing as they looked to sell their seat to John so as to keep their house. this was start of Bear Hunter. after I made more money than I thought possible (I was a kid still) John called me into his rarely used office and started screaming at me. "You are lucky I like you as I would fire your ass otherwise. I gave you all"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947645341622222881) 2025-07-22 13:10:09 UTC 18K followers, 5955 engagements "@michaelxpettis An important step is to realize that a price rise in a universal inelastic crude is not inflation but deflation. In other words stagflation does not exist"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948003761596842106) 2025-07-23 12:54:23 UTC 18K followers, XXX engagements "the only reason I can be completely wrong here is that there is a massive wave of private sector debt creation ongoing that because it is in PE and other non fed system bank hands - doesnt show up in H reports - such that a classic Minksy ponzi is underway. I do not think so"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947647491039711316) 2025-07-22 13:18:42 UTC 18K followers, 2819 engagements "@dampedspring @SecScottBessent Bessent has ruined his legacy forever. His children will look upon him with shame. I think Bessent knows he is being drawn into this and he is a good man. Means he will do a Richardson/Ruckelshaus. Soon he passes over and becomes evil as Trump"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947262364107022529) 2025-07-21 11:48:20 UTC 18K followers, XXX engagements "@raleighkeegan OBBB is a nothing burger slight tightening as moves some fiscal impulse from lower income cohorts to upper income cohorts but basically is carrying on Bidenomics with patronage payola"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948129819541057569) 2025-07-23 21:15:18 UTC 18K followers, XXX engagements "oh that is a trap (or my paranoia in talking to someone brighter than I) - always vast differences between mpc given cohorts. remember 1998 to 2000 when a major spiel was mpc of those receiving the heightened net worth increase from stock rally turns out wasnt spent at all that it is the lower cohorts have a linear function response to mpc given change to income or wealth. the CARE and other Covid remedy was near immediate impact upon PCE/NGDP as the recipients of that fiscal spend/remedy as soon as savings rate targets reached spent XXX% of the funds. now the increase in the upper cohorts"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947026149562839448) 2025-07-20 20:09:42 UTC 18K followers, 1076 engagements "man this "ask Grok" is becoming a great way to identify idiots"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947045184904036694) 2025-07-20 21:25:21 UTC 18K followers, 4104 engagements "it is impossible for this relationship to hold. and it indicates one of the largest dynamic moves in equity is about to occur. (should have already occurred - think was forestalled with "Tariff Pause" Trump Truth Social of April 9th"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947038713726312528) 2025-07-20 20:59:38 UTC 18K followers, 2619 engagements "@66Desktst the SP XXX is to have a epic disruption to the downside. case in point this is AA credit spread qualified by risk - the stochastic measurement of risk such that ruin could occur in terms of distance - in this case years. since "Tariff Pause" I was only joking risk increased"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947034473318531402) 2025-07-20 20:42:47 UTC 18K followers, 7037 engagements "@Dr_Gingerballs at all times a raise in taxes is a tightening of fiscal policy and is clear to me the impact on the econ. here is trailing yes XX bil increase now per annum. and here is annualized current - suggests rise of XXX bil if current path selected"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945980001859297397) 2025-07-17 22:52:41 UTC 18K followers, XXX engagements "As the Trump circus becomes ever more fantastic BTC is setting the equity market level and direction"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1942192373447995745) 2025-07-07 12:02:00 UTC 18K followers, 2982 engagements "market will stop playing the Trump rope-a-dope and develop consensus on 1) tariffs putting US into recession 2)Trump chaos gets priced in expect 5800 as first stop then"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948126741224190330) 2025-07-23 21:03:04 UTC 18K followers, 2889 engagements "@itsahotdogtree no such thing as liquidity for the USA but is important to Trump that you believe otherwise turning the US into a banana republic such that he is the "Big Man" all powerful"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947044731248091230) 2025-07-20 21:23:32 UTC 18K followers, XXX engagements "@market_tok @BobEUnlimited that would do it if happens in month of December if this market doesnt crash then I am a horse's ass. there heard it from me first"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947272694824648738) 2025-07-21 12:29:23 UTC 18K followers, XX engagements "Damn it. Can we just get to the crisis we all know is arriving. Let us get it over with. Belarus(Russia) attacks Lithuania Euro to XXX US Treas XX year to X% in one hell of a week Beats me. But we all know this pilotless plane will not la d smoothly"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947844756765081667) 2025-07-23 02:22:33 UTC 18K followers, 6839 engagements "I dont find his input useful but his placement in the scheme of things is indisputable. El-Erian just recommended to the Chair of the FOMC to resign given how bizarre Trump. and the market trades up wow"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947653960212619341) 2025-07-22 13:44:24 UTC 18K followers, 2015 engagements ""do you want to be rich forever" short the shit out of SP500 live in glory"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945849146365145201) 2025-07-17 14:12:43 UTC 18K followers, 8750 engagements "best indicator on labor is to track gross withholding/FICA economy has rolled over and if nothing done to reverse Trump the recession has started"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945893930962170138) 2025-07-17 17:10:40 UTC 18K followers, 1647 engagements "This will end in SP500 soon ( and not a day too quickly for my PL) SP500 will "balance" out and end lower than equal weighted SP500. Matter of limits to dispersion"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947539120261132355) 2025-07-22 06:08:04 UTC 18K followers, 2724 engagements "just posted The Monetary Frontier the equity report in pdf form - just download"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947324245593280562) 2025-07-21 15:54:14 UTC 18K followers, 2275 engagements "spread is (y) the spread is an option premium to own corporates versus equity - I arbitrarily but reasonably use the SP500 as the equity to the credit of AA. this says you are not being adequately rewarded to own credit unless SP500 were to rally XX% and drop risk pricing. now risk price indicates SP XXX to drop XX% or so"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947036993134698591) 2025-07-20 20:52:48 UTC 18K followers, XXX engagements "the importer - Costco Ford some wholesaler - pays XX% of the price paid to the exporter in the Philippines and that XX% goes to Customs who in turn sends it right away to DHS who immediately put it as a deposit into the US Treasury. has nothing to do with Philippines but to figure out the tariff being the source of the goods"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948011991370478068) 2025-07-23 13:27:05 UTC 18K followers, XXX engagements "ok all you BTC experts. thought experiment what happens such as BTC ends at around 50000 whats the scenario made for TV fiction of course starring Matt Damon say"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1943685517897261302) 2025-07-11 14:55:14 UTC 18K followers, 2873 engagements "Tariffs have initiated a recession in QII 2025 - or will be a recession if tariffs continue for another X months (100 days). This is not surmise but hard data presents this without much room for debate. The level year over year rolling year over year annual change in % and"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945823418735047143) 2025-07-17 12:30:29 UTC 18K followers, 28.8K engagements "Supreme Court is not ruling but issuing stays of ongoing lawsuits temporary injunctions. Every stay and shadow docket decision is eliminating Trump's ability to maneuver once these cases arrive at Supreme Court which appears all will"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1946907969708286211) 2025-07-20 12:20:06 UTC 18K followers, 1792 engagements "@mike_4131 Agree. Why I XX% of the time long. You should take note"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947841842931720298) 2025-07-23 02:10:59 UTC 18K followers, XXX engagements "It is so important now for financial journalist and editors in terms of a necessary public service to make this step. Good start is to understand "affordability" of housing"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947989083059622309) 2025-07-23 11:56:03 UTC 18K followers, XXX engagements "@arbcon in many ways Mulheren was a great bullshitter and would fake through things. lucky he was mad and a XXX or so IQ. if I know anything about trading got it from him. from Izzy got what I do know about risk management"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1947646654212915621) 2025-07-22 13:15:22 UTC 18K 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.]
@BickerinBrattle George Robertson
George Robertson posts on X about tariffs, trumps, fed, chaos the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +18%
- X Month XXXXXXX +225%
- X Months XXXXXXXXX +5.30%
- X Year XXXXXXXXX +40%
Mentions: XX #
- X Week XXX +61%
- X Month XXX +258%
- X Months XXX -XX%
- X Year XXXXX +2.70%
Followers: XXXXXX #
- X Week XXXXXX +0.40%
- X Month XXXXXX +0.82%
- X Months XXXXXX +22%
- X Year XXXXXX +55%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% stocks XXXX% countries XXXX% cryptocurrencies XXXX% celebrities XXXX% exchanges XXXX% fashion brands XXXX% currencies XXXX% automotive brands XXXX%
Social topic influence tariffs #517, trumps 1.84%, fed 1.84%, chaos 1.23%, jpm 1.23%, bidenomics 1.23%, limits 1.23%, aa 1.23%, sp500 1.23%, canada XXXX%
Top accounts mentioned or mentioned by @benkizemchuk @wbmosler @neddypott @dampedspring @profplum99 @0xgda @fejauinc @bobeunlimited @raleighkeegan @postfactnews @grok @nickgiva1 @benbrey @fkronawitter1 @liamwat03460428 @ericwallerstein @apolloglobal @jackfarley96 @melmattison1 @1e9petrichor
Top assets mentioned BlackRock Inc (BLK) Bitcoin (BTC) Costco Wholesale Corporation (COST)
Top Social Posts #
Top posts by engagements in the last XX hours
"really could use criticism adds to my recent "Great Recession of 2025" have at it. @ericwallerstein @apolloglobal @dampedspring @profplum99 @BobEUnlimited @JackFarley96 @fejau_inc @wbmosler @BenKizemchuk @nickgiva1 @BenBrey @MelMattison1 @fkronawitter1"
@BickerinBrattle on X 2025-07-17 12:46:34 UTC 18K followers, 10.1K engagements
"@mario4thenorth unless US is willing to invade and occupy sorta like Germany taking out the Baltics in 1941. Easily done. But if US does not do this Canada will destroy Trump" @BickerinBrattle on X 2025-07-21 12:00:16 UTC 18K followers, 1287 engagements
"withholding tax is still dropping indicating the econ is dropping/has rolled over" @BickerinBrattle on X 2025-07-20 21:22:19 UTC 18K followers, 6351 engagements
"@GodlessLib_CB i have all contractual self managed funds (401k and various other savings plan and whole life all in cash and now have lost 1/3 of my "speculative" liquid assets given this view as went max short X to X weeks ago" @BickerinBrattle on X 2025-07-17 13:33:36 UTC 18K followers, XXX engagements
"suspect this guy is already in the Trump west wing as chief of strategy" @BickerinBrattle on X 2025-07-21 15:27:23 UTC 18K followers, 2574 engagements
"Bit of a brutal beating last X weeks though self induced. Think the risk/harm of missing this rare drop in equity greater than the loss in PL. Not a chance this market doesn't crack up. Max short and much as possible in positive convexity. Long JPM and SPX OTM puts" @BickerinBrattle on X 2025-07-22 06:24:18 UTC 18K followers, 6074 engagements
"using a Ho Lee method which is based on Merton use of stochastic drift and then pluggin it into Fisherian axioms about the relationship of risk free to NGDP market is telling us NGDP in XX years should be 2/3 of what expectations for it last year were" @BickerinBrattle on X 2025-07-20 21:15:40 UTC 18K followers, 1928 engagements
"@crazy_xrp @dampedspring @SecScottBessent he is going to be if not already infamous and his children and husband will be ashamed. He might as well show up now as an Epstein Client - he has sunk this low. Children ashamed to be his children" @BickerinBrattle on X 2025-07-21 11:50:45 UTC 18K followers, XXX engagements
"Retail sales has no information just ongoing holding pattern now into 3rd year. consumption because of drop in wages and likely increase in savings is dropping and foreshadows retail sales in month or so" @BickerinBrattle on X 2025-07-17 13:48:18 UTC 18K followers, 1306 engagements
"@TonyNashNerd first better move the Fed as system bank regulator into FDIC then redo Treas Fed Accord then rewrite Fed Act to do this and eliminate "mandates"" @BickerinBrattle on X 2025-07-21 15:17:09 UTC 18K followers, XXX engagements
"man the Epstein file release fail has started a massive counter propaganda campaign - Obama is traitor and wonderful new tariff deals. stochastic market risk is as high as ever been since Liberation Day. market rally solely from bullshit - April X "Tariff Pause" scam" @BickerinBrattle on X 2025-07-20 19:39:35 UTC 18K followers, 2070 engagements
"It is rather simple math. It. BBB is maintaining Bidenomics with some payola from lower income cohorts to upper income cohorts. (HT to @fkronawitter1 ) perhaps @profplum99 can repost his work in that redistribution effect @fejau_inc BBB is regressive and slight tightening" @BickerinBrattle on X 2025-07-19 11:21:44 UTC 18K followers, 3394 engagements
"Do you really think we get out of this unscathed And what do you think of the competency of those involved the leadership The country has gone through a X month meth binge" @BickerinBrattle on X 2025-07-20 12:28:30 UTC 18K followers, 2358 engagements
"@vega_terian @sentinelcat that is investment advice and is a criminal offense for me to answer" @BickerinBrattle on X 2025-07-22 13:32:21 UTC 18K followers, XX engagements
"Sooner or later this fugue will end in deaths - a Kent State or similar. Shots fired" @BickerinBrattle on X 2025-07-18 10:30:22 UTC 18K followers, 1781 engagements
"stress and wee bit of a failure in JPM earnings report net revenue note the corporate line. methinks JPM missed and indicates the sea change has occurred stock down before open. think tariffs showing impact" @BickerinBrattle on X 2025-07-15 11:47:28 UTC 18K followers, 2090 engagements
"Ok USDCAD trade working out as US losing credibility and thoughtful (or prudent) starting to bunker in. Don't worry US will come back after this Clown Car act finishes. The USDCAD foreshadowing SP 500" @BickerinBrattle on X 2025-07-23 01:45:51 UTC 18K followers, 1973 engagements
"be afraid be very afraid you dont see a white moose every day" @BickerinBrattle on X 2025-07-14 19:37:30 UTC 18K followers, 2885 engagements
"grifter but why isnt blackrock large enough for him how about the other assets he controls basically" @BickerinBrattle on X 2025-07-21 14:48:11 UTC 18K followers, 3602 engagements
"@graystokev2 my conclusion is a crash in equity as made all aware ad nauseum but your question is the required logic. heck might be a rally in equity of XX% but" @BickerinBrattle on X 2025-07-20 21:31:17 UTC 18K followers, XXX engagements
"or to put it bluntly. center cannot hold and equity markets will crash shortly - personally I had it occurring X weeks ago (heck am only human)" @BickerinBrattle on X 2025-07-20 20:56:22 UTC 18K followers, 2284 engagements
"This is all you need to know about the Trump administration and cabinet. The guy on the tricycle who thinks he made it unlike all the other clowns - let us call him Scott" @BickerinBrattle on X 2025-07-23 02:19:33 UTC 18K followers, 1606 engagements
"Why not pick one of your leading trim neat fellows and then debate me on this one point just this point in a podcast soon With a wee bit of promotion would be popular. Promise to stay to the point and be polite" @BickerinBrattle on X 2025-07-23 11:56:04 UTC 18K followers, 1189 engagements
"@profplum99 or BTC cannot function in todays economic reality as far as the "state" goes" @BickerinBrattle on X 2025-07-20 18:18:45 UTC 18K followers, 1079 engagements
"@BidOnCapital Until the leptokurtotic down side fat tail is realized in only a few days or so. Then" @BickerinBrattle on X 2025-07-23 02:12:21 UTC 18K followers, XXX engagements
"One thought is this lunacy isn't resolved until Trump tests out what coercive force he has against his "enemies". A current day version of Kent State 1970. Something to make all realize there are consequences a cost" @BickerinBrattle on X 2025-07-23 12:23:58 UTC 18K followers, 1426 engagements
"during the crash of 1987 I noted to Mulheren that US Treasurys yield would drop quickly in a recession/equity crash. Mulheren said go ahead and do as I saw fit in my book and removed my limits. Izzy was puking. many "seats" from NYSE were coming into the office with some sobbing as they looked to sell their seat to John so as to keep their house. this was start of Bear Hunter. after I made more money than I thought possible (I was a kid still) John called me into his rarely used office and started screaming at me. "You are lucky I like you as I would fire your ass otherwise. I gave you all" @BickerinBrattle on X 2025-07-22 13:10:09 UTC 18K followers, 5955 engagements
"@michaelxpettis An important step is to realize that a price rise in a universal inelastic crude is not inflation but deflation. In other words stagflation does not exist" @BickerinBrattle on X 2025-07-23 12:54:23 UTC 18K followers, XXX engagements
"the only reason I can be completely wrong here is that there is a massive wave of private sector debt creation ongoing that because it is in PE and other non fed system bank hands - doesnt show up in H reports - such that a classic Minksy ponzi is underway. I do not think so" @BickerinBrattle on X 2025-07-22 13:18:42 UTC 18K followers, 2819 engagements
"@dampedspring @SecScottBessent Bessent has ruined his legacy forever. His children will look upon him with shame. I think Bessent knows he is being drawn into this and he is a good man. Means he will do a Richardson/Ruckelshaus. Soon he passes over and becomes evil as Trump" @BickerinBrattle on X 2025-07-21 11:48:20 UTC 18K followers, XXX engagements
"@raleighkeegan OBBB is a nothing burger slight tightening as moves some fiscal impulse from lower income cohorts to upper income cohorts but basically is carrying on Bidenomics with patronage payola" @BickerinBrattle on X 2025-07-23 21:15:18 UTC 18K followers, XXX engagements
"oh that is a trap (or my paranoia in talking to someone brighter than I) - always vast differences between mpc given cohorts. remember 1998 to 2000 when a major spiel was mpc of those receiving the heightened net worth increase from stock rally turns out wasnt spent at all that it is the lower cohorts have a linear function response to mpc given change to income or wealth. the CARE and other Covid remedy was near immediate impact upon PCE/NGDP as the recipients of that fiscal spend/remedy as soon as savings rate targets reached spent XXX% of the funds. now the increase in the upper cohorts" @BickerinBrattle on X 2025-07-20 20:09:42 UTC 18K followers, 1076 engagements
"man this "ask Grok" is becoming a great way to identify idiots" @BickerinBrattle on X 2025-07-20 21:25:21 UTC 18K followers, 4104 engagements
"it is impossible for this relationship to hold. and it indicates one of the largest dynamic moves in equity is about to occur. (should have already occurred - think was forestalled with "Tariff Pause" Trump Truth Social of April 9th" @BickerinBrattle on X 2025-07-20 20:59:38 UTC 18K followers, 2619 engagements
"@66Desktst the SP XXX is to have a epic disruption to the downside. case in point this is AA credit spread qualified by risk - the stochastic measurement of risk such that ruin could occur in terms of distance - in this case years. since "Tariff Pause" I was only joking risk increased" @BickerinBrattle on X 2025-07-20 20:42:47 UTC 18K followers, 7037 engagements
"@Dr_Gingerballs at all times a raise in taxes is a tightening of fiscal policy and is clear to me the impact on the econ. here is trailing yes XX bil increase now per annum. and here is annualized current - suggests rise of XXX bil if current path selected" @BickerinBrattle on X 2025-07-17 22:52:41 UTC 18K followers, XXX engagements
"As the Trump circus becomes ever more fantastic BTC is setting the equity market level and direction" @BickerinBrattle on X 2025-07-07 12:02:00 UTC 18K followers, 2982 engagements
"market will stop playing the Trump rope-a-dope and develop consensus on 1) tariffs putting US into recession 2)Trump chaos gets priced in expect 5800 as first stop then" @BickerinBrattle on X 2025-07-23 21:03:04 UTC 18K followers, 2889 engagements
"@itsahotdogtree no such thing as liquidity for the USA but is important to Trump that you believe otherwise turning the US into a banana republic such that he is the "Big Man" all powerful" @BickerinBrattle on X 2025-07-20 21:23:32 UTC 18K followers, XXX engagements
"@market_tok @BobEUnlimited that would do it if happens in month of December if this market doesnt crash then I am a horse's ass. there heard it from me first" @BickerinBrattle on X 2025-07-21 12:29:23 UTC 18K followers, XX engagements
"Damn it. Can we just get to the crisis we all know is arriving. Let us get it over with. Belarus(Russia) attacks Lithuania Euro to XXX US Treas XX year to X% in one hell of a week Beats me. But we all know this pilotless plane will not la d smoothly" @BickerinBrattle on X 2025-07-23 02:22:33 UTC 18K followers, 6839 engagements
"I dont find his input useful but his placement in the scheme of things is indisputable. El-Erian just recommended to the Chair of the FOMC to resign given how bizarre Trump. and the market trades up wow" @BickerinBrattle on X 2025-07-22 13:44:24 UTC 18K followers, 2015 engagements
""do you want to be rich forever" short the shit out of SP500 live in glory" @BickerinBrattle on X 2025-07-17 14:12:43 UTC 18K followers, 8750 engagements
"best indicator on labor is to track gross withholding/FICA economy has rolled over and if nothing done to reverse Trump the recession has started" @BickerinBrattle on X 2025-07-17 17:10:40 UTC 18K followers, 1647 engagements
"This will end in SP500 soon ( and not a day too quickly for my PL) SP500 will "balance" out and end lower than equal weighted SP500. Matter of limits to dispersion" @BickerinBrattle on X 2025-07-22 06:08:04 UTC 18K followers, 2724 engagements
"just posted The Monetary Frontier the equity report in pdf form - just download" @BickerinBrattle on X 2025-07-21 15:54:14 UTC 18K followers, 2275 engagements
"spread is (y) the spread is an option premium to own corporates versus equity - I arbitrarily but reasonably use the SP500 as the equity to the credit of AA. this says you are not being adequately rewarded to own credit unless SP500 were to rally XX% and drop risk pricing. now risk price indicates SP XXX to drop XX% or so" @BickerinBrattle on X 2025-07-20 20:52:48 UTC 18K followers, XXX engagements
"the importer - Costco Ford some wholesaler - pays XX% of the price paid to the exporter in the Philippines and that XX% goes to Customs who in turn sends it right away to DHS who immediately put it as a deposit into the US Treasury. has nothing to do with Philippines but to figure out the tariff being the source of the goods" @BickerinBrattle on X 2025-07-23 13:27:05 UTC 18K followers, XXX engagements
"ok all you BTC experts. thought experiment what happens such as BTC ends at around 50000 whats the scenario made for TV fiction of course starring Matt Damon say" @BickerinBrattle on X 2025-07-11 14:55:14 UTC 18K followers, 2873 engagements
"Tariffs have initiated a recession in QII 2025 - or will be a recession if tariffs continue for another X months (100 days). This is not surmise but hard data presents this without much room for debate. The level year over year rolling year over year annual change in % and" @BickerinBrattle on X 2025-07-17 12:30:29 UTC 18K followers, 28.8K engagements
"Supreme Court is not ruling but issuing stays of ongoing lawsuits temporary injunctions. Every stay and shadow docket decision is eliminating Trump's ability to maneuver once these cases arrive at Supreme Court which appears all will" @BickerinBrattle on X 2025-07-20 12:20:06 UTC 18K followers, 1792 engagements
"@mike_4131 Agree. Why I XX% of the time long. You should take note" @BickerinBrattle on X 2025-07-23 02:10:59 UTC 18K followers, XXX engagements
"It is so important now for financial journalist and editors in terms of a necessary public service to make this step. Good start is to understand "affordability" of housing" @BickerinBrattle on X 2025-07-23 11:56:03 UTC 18K followers, XXX engagements
"@arbcon in many ways Mulheren was a great bullshitter and would fake through things. lucky he was mad and a XXX or so IQ. if I know anything about trading got it from him. from Izzy got what I do know about risk management" @BickerinBrattle on X 2025-07-22 13:15:22 UTC 18K followers, XXX engagements