[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, sp500, delta 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 -XX% - X Month XXXXXXX +227% - X Months XXXXXXXXX +5% - X Year XXXXXXXXX +43% ### Mentions: XX [#](/creator/twitter::967037960574160896/posts_active)  - X Week XXX -XXXX% - X Month XXX +224% - X Months XXX -XX% - X Year XXXXX +2.90% ### Followers: XXXXXX [#](/creator/twitter::967037960574160896/followers)  - X Week XXXXXX +0.36% - X Month XXXXXX +0.94% - 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% [countries](/list/countries) XXXX% [stocks](/list/stocks) XXXX% [celebrities](/list/celebrities) XXXX% [cryptocurrencies](/list/cryptocurrencies) 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) #268, [trumps](/topic/trumps) 2.31%, [sp500](/topic/sp500) 2.31%, [delta](/topic/delta) #624, [fed](/topic/fed) 1.73%, [doj](/topic/doj) 1.16%, [spx](/topic/spx) 1.16%, [jpm](/topic/jpm) 1.16%, [investment](/topic/investment) 1.16%, [supreme](/topic/supreme) XXXX% **Top accounts mentioned or mentioned by** [@benkizemchuk](/creator/undefined) [@fejauinc](/creator/undefined) [@wbmosler](/creator/undefined) [@neddypott](/creator/undefined) [@dampedspring](/creator/undefined) [@profplum99](/creator/undefined) [@dannydayan5](/creator/undefined) [@graystokev2](/creator/undefined) [@0xgda](/creator/undefined) [@bobeunlimited](/creator/undefined) [@postfactnews](/creator/undefined) [@grok](/creator/undefined) [@nickgiva1](/creator/undefined) [@benbrey](/creator/undefined) [@fkronawitter1](/creator/undefined) [@raleighkeegan](/creator/undefined) [@sejrpedersen](/creator/undefined) [@ericwallerstein](/creator/undefined) [@apolloglobal](/creator/undefined) [@jackfarley96](/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 "@burgesschats 1) indicates earnings are curated and not reflective of reality which is like a cavity festering under a capped tooth. 2) as it was in dotcom 3) no seller every one long can become a seller - as stupid as saying "more buyers than sellers" "Dont cry for me Argentina""  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948732556804825196) 2025-07-25 13:10:21 UTC 18.1K followers, XX engagements "should be kept in mind about XX% of the Senate despise loath and hate Trump. They think they can use him for their own myriad of agenda. Once they realize he is using them and has the ability that after doing so ruin them and has track record of ruining all his partners"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948738297271865446) 2025-07-25 13:33:10 UTC 18.1K followers, XXX engagements "@SejrPedersen cant provide that I look first at XX% delta and then check out term structure of XX delta making sure is not being gamed and being used by Citadel/Jane as funding vehicle and then long enough to not immediately interest them"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948735494231052397) 2025-07-25 13:22:02 UTC 18.1K followers, XX 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, 6354 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 18.1K 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, 2583 engagements "I am now down XX% in the amount I allow risk taking (rest is cash) and have in 5x what I consider norm in risk. Short JPM and SPX via short dated (under X months) OTM puts. I see that profit potential 5X the norm. A massive fat downside tail has developed with Trump. All Trump"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948258524561121285) 2025-07-24 05:46:43 UTC 18.1K followers, 4601 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, 6090 engagements "@DannyDayan5 screw off Danny trying to help as like your work. do not look to me for warm comforting sub chapter sentiment formation wher we form a clubhouse. now I will start to troll you as it is fun. and it aint my thesis it is simply well known tested dogma. might wish to use it"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948378901744394702) 2025-07-24 13:45:03 UTC 18.1K followers, 1252 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 "To recap went to cash Jan 19th then went long April 23rd then short with SP500 at 6100"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948258526301704514) 2025-07-24 05:46:44 UTC 18.1K followers, 1503 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 18.1K followers, 2081 engagements "@DannyDayan5 oh and what is your thesis as to the effect or delta of X% change in XX year risk free rate in terms of NGDP curious mine is lifted from Fisher/Keynes/Arrow and others. yours"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948379219035070929) 2025-07-24 13:46:19 UTC 18.1K followers, XXX engagements "what are the remedies required if Trump loses. tariffs from IEEPA are already over $XX bil. does admin have to refund what a mess. friction makes this a double whammy. also keep an eye on the success in forming a class action lawsuit to skirt around SCOTUS dislike of universal restraints"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948384198374346831) 2025-07-24 14:06:06 UTC 18.1K followers, 2249 engagements "I have never played for a crash. I am now and will continue to do so until it happens. The USA economy is without policy or direction but for momentum"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948420661258387499) 2025-07-24 16:31:00 UTC 18.1K followers, 13.7K 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 18.1K followers, 2376 engagements "OBBB has bo relationship to the tariff flows. It is not part of CBO and others scoring that I am aware of of the OBBB. If tariffs continue then the problems of the maldistribution of wealth become more obvious"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948691326423499113) 2025-07-25 10:26:31 UTC 18.1K followers, 1154 engagements "@jam_croissant @Stocktwits you might find this of value. cheers. tariffs - the real. Friday the large tariff came in on schedule. tariffs are a tax upon US corporates"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948723154089595313) 2025-07-25 12:33:00 UTC 18.1K followers, XXX engagements "@acemoney21 None of it. The cap ex is not an income but a foreign purchase of US rights property capacity. Those who receive that money well who knows"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948263373402947968) 2025-07-24 06:05:59 UTC 18.1K followers, XX 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 18.1K followers, XXX 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 18.1K followers, 1787 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 18.1K followers, 1997 engagements "OK put it this way just as a daft thought experiment accept my report that US has started a recession. along same fantastical chain - where do you put SP500 when generally realized"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1945836020584292450) 2025-07-17 13:20:33 UTC 18.1K followers, 1548 engagements "All of those long now understand they are part of a pump a pump and dump that they can play safely alongside Trump and get out in time. But they wont as everyone who tries that becomes savaged. Go ask "Mr. My Pillow" or "America's Mayor""  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948492140029394972) 2025-07-24 21:15:02 UTC 18.1K followers, 3972 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 18.1K followers, 3621 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 "The power grab from the Senate the House Supreme Court and now even the Federal Reserve is obvious. Soon some GOP aware that a lock on X GOP votes destroys Trump power as they exercise their constitution powers - as they should. Actually X will do it"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948492165069283755) 2025-07-24 21:15:08 UTC 18.1K followers, XXX 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 18.1K followers, 1632 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 18.1K followers, 1236 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 18.1K followers, XXX engagements "If Maxwell is pardoned and if there is not some resignations then they have all of them succumbed and are now scum and irredeemable. If. Does no one have character in the Trump cabinet"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948546295255498958) 2025-07-25 00:50:13 UTC 18.1K followers, 2450 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 18.1K followers, 1489 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 18.1K followers, 6000 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 18.1K 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 18.1K followers, 2853 engagements "Amazing. A convicted pimp of kids. The white house stoops lower and lower"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948421712158031949) 2025-07-24 16:35:10 UTC 18.1K followers, 3148 engagements "Could not make this up if you tried. There is no deal"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948270814312235133) 2025-07-24 06:35:33 UTC 18.1K followers, 5813 engagements "so is withholding tax gonna break down - for a while now has been staying on lower boundary. i say it plunges and of course talking my book and of course it is subjective"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948375471223181639) 2025-07-24 13:31:26 UTC 18.1K followers, 1521 engagements "@DannyDayan5 @lord_fed jeesh Danny let me help you out here on. you may have just gained a free consultant. will decide after my root canals done"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948389490407395626) 2025-07-24 14:27:08 UTC 18.1K followers, 1021 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 18.1K followers, XXX engagements "@DmitriBraverman XX delta. Reasonable term structure (drift) and seeing Parkison OHLC vol below CC vol"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948419217008562510) 2025-07-24 16:25:15 UTC 18.1K 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 18.1K followers, 3621 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 "@Anton_Chingurh @lord_fed @DannyDayan5 As expect a severe event"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948402587759264178) 2025-07-24 15:19:11 UTC 18.1K followers, XXX 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 18.1K followers, 6952 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 18.1K followers, 2031 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, 8751 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, 2767 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 18.1K followers, 1659 engagements "Hearing Monaco promises $ XXXX gillion investment in USA"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948435516514328627) 2025-07-24 17:30:01 UTC 18.1K followers, 1831 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 "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 18.1K followers, XXX engagements "@fejau_inc @MktHitchhiker @jnordvig @ForwardGuidance and I should co-host with you to tell you the truth daily"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948747081239166995) 2025-07-25 14:08:04 UTC 18.1K followers, XXX 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 18.1K followers, 33.3K 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, 1804 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 18.1K 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 18.1K 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 "Have heard from credible sources there are sketches of plans to institute 25th Amendment as the question of Trump's sanity is of course up front and tabled"  [@BickerinBrattle](/creator/x/BickerinBrattle) on [X](/post/tweet/1948492162212970914) 2025-07-24 21:15:07 UTC 18.1K followers, XXX engagements
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@BickerinBrattle George Robertson
George Robertson posts on X about tariffs, trumps, sp500, delta 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 -XX%
- X Month XXXXXXX +227%
- X Months XXXXXXXXX +5%
- X Year XXXXXXXXX +43%
Mentions: XX #
- X Week XXX -XXXX%
- X Month XXX +224%
- X Months XXX -XX%
- X Year XXXXX +2.90%
Followers: XXXXXX #
- X Week XXXXXX +0.36%
- X Month XXXXXX +0.94%
- X Months XXXXXX +22%
- X Year XXXXXX +55%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance XXXXX% countries XXXX% stocks XXXX% celebrities XXXX% cryptocurrencies XXXX% exchanges XXXX% fashion brands XXXX% currencies XXXX% automotive brands XXXX%
Social topic influence tariffs #268, trumps 2.31%, sp500 2.31%, delta #624, fed 1.73%, doj 1.16%, spx 1.16%, jpm 1.16%, investment 1.16%, supreme XXXX%
Top accounts mentioned or mentioned by @benkizemchuk @fejauinc @wbmosler @neddypott @dampedspring @profplum99 @dannydayan5 @graystokev2 @0xgda @bobeunlimited @postfactnews @grok @nickgiva1 @benbrey @fkronawitter1 @raleighkeegan @sejrpedersen @ericwallerstein @apolloglobal @jackfarley96
Top assets mentioned BlackRock Inc (BLK) Bitcoin (BTC) Costco Wholesale Corporation (COST)
Top Social Posts #
Top posts by engagements in the last XX hours
"@burgesschats 1) indicates earnings are curated and not reflective of reality which is like a cavity festering under a capped tooth. 2) as it was in dotcom 3) no seller every one long can become a seller - as stupid as saying "more buyers than sellers" "Dont cry for me Argentina""
@BickerinBrattle on X 2025-07-25 13:10:21 UTC 18.1K followers, XX engagements
"should be kept in mind about XX% of the Senate despise loath and hate Trump. They think they can use him for their own myriad of agenda. Once they realize he is using them and has the ability that after doing so ruin them and has track record of ruining all his partners" @BickerinBrattle on X 2025-07-25 13:33:10 UTC 18.1K followers, XXX engagements
"@SejrPedersen cant provide that I look first at XX% delta and then check out term structure of XX delta making sure is not being gamed and being used by Citadel/Jane as funding vehicle and then long enough to not immediately interest them" @BickerinBrattle on X 2025-07-25 13:22:02 UTC 18.1K followers, XX 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, 6354 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 18.1K 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, 2583 engagements
"I am now down XX% in the amount I allow risk taking (rest is cash) and have in 5x what I consider norm in risk. Short JPM and SPX via short dated (under X months) OTM puts. I see that profit potential 5X the norm. A massive fat downside tail has developed with Trump. All Trump" @BickerinBrattle on X 2025-07-24 05:46:43 UTC 18.1K followers, 4601 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, 6090 engagements
"@DannyDayan5 screw off Danny trying to help as like your work. do not look to me for warm comforting sub chapter sentiment formation wher we form a clubhouse. now I will start to troll you as it is fun. and it aint my thesis it is simply well known tested dogma. might wish to use it" @BickerinBrattle on X 2025-07-24 13:45:03 UTC 18.1K followers, 1252 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
"To recap went to cash Jan 19th then went long April 23rd then short with SP500 at 6100" @BickerinBrattle on X 2025-07-24 05:46:44 UTC 18.1K followers, 1503 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 18.1K followers, 2081 engagements
"@DannyDayan5 oh and what is your thesis as to the effect or delta of X% change in XX year risk free rate in terms of NGDP curious mine is lifted from Fisher/Keynes/Arrow and others. yours" @BickerinBrattle on X 2025-07-24 13:46:19 UTC 18.1K followers, XXX engagements
"what are the remedies required if Trump loses. tariffs from IEEPA are already over $XX bil. does admin have to refund what a mess. friction makes this a double whammy. also keep an eye on the success in forming a class action lawsuit to skirt around SCOTUS dislike of universal restraints" @BickerinBrattle on X 2025-07-24 14:06:06 UTC 18.1K followers, 2249 engagements
"I have never played for a crash. I am now and will continue to do so until it happens. The USA economy is without policy or direction but for momentum" @BickerinBrattle on X 2025-07-24 16:31:00 UTC 18.1K followers, 13.7K 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 18.1K followers, 2376 engagements
"OBBB has bo relationship to the tariff flows. It is not part of CBO and others scoring that I am aware of of the OBBB. If tariffs continue then the problems of the maldistribution of wealth become more obvious" @BickerinBrattle on X 2025-07-25 10:26:31 UTC 18.1K followers, 1154 engagements
"@jam_croissant @Stocktwits you might find this of value. cheers. tariffs - the real. Friday the large tariff came in on schedule. tariffs are a tax upon US corporates" @BickerinBrattle on X 2025-07-25 12:33:00 UTC 18.1K followers, XXX engagements
"@acemoney21 None of it. The cap ex is not an income but a foreign purchase of US rights property capacity. Those who receive that money well who knows" @BickerinBrattle on X 2025-07-24 06:05:59 UTC 18.1K followers, XX 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 18.1K followers, XXX 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 18.1K followers, 1787 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 18.1K followers, 1997 engagements
"OK put it this way just as a daft thought experiment accept my report that US has started a recession. along same fantastical chain - where do you put SP500 when generally realized" @BickerinBrattle on X 2025-07-17 13:20:33 UTC 18.1K followers, 1548 engagements
"All of those long now understand they are part of a pump a pump and dump that they can play safely alongside Trump and get out in time. But they wont as everyone who tries that becomes savaged. Go ask "Mr. My Pillow" or "America's Mayor"" @BickerinBrattle on X 2025-07-24 21:15:02 UTC 18.1K followers, 3972 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 18.1K followers, 3621 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
"The power grab from the Senate the House Supreme Court and now even the Federal Reserve is obvious. Soon some GOP aware that a lock on X GOP votes destroys Trump power as they exercise their constitution powers - as they should. Actually X will do it" @BickerinBrattle on X 2025-07-24 21:15:08 UTC 18.1K followers, XXX 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 18.1K followers, 1632 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 18.1K followers, 1236 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 18.1K followers, XXX engagements
"If Maxwell is pardoned and if there is not some resignations then they have all of them succumbed and are now scum and irredeemable. If. Does no one have character in the Trump cabinet" @BickerinBrattle on X 2025-07-25 00:50:13 UTC 18.1K followers, 2450 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 18.1K followers, 1489 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 18.1K followers, 6000 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 18.1K 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 18.1K followers, 2853 engagements
"Amazing. A convicted pimp of kids. The white house stoops lower and lower" @BickerinBrattle on X 2025-07-24 16:35:10 UTC 18.1K followers, 3148 engagements
"Could not make this up if you tried. There is no deal" @BickerinBrattle on X 2025-07-24 06:35:33 UTC 18.1K followers, 5813 engagements
"so is withholding tax gonna break down - for a while now has been staying on lower boundary. i say it plunges and of course talking my book and of course it is subjective" @BickerinBrattle on X 2025-07-24 13:31:26 UTC 18.1K followers, 1521 engagements
"@DannyDayan5 @lord_fed jeesh Danny let me help you out here on. you may have just gained a free consultant. will decide after my root canals done" @BickerinBrattle on X 2025-07-24 14:27:08 UTC 18.1K followers, 1021 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 18.1K followers, XXX engagements
"@DmitriBraverman XX delta. Reasonable term structure (drift) and seeing Parkison OHLC vol below CC vol" @BickerinBrattle on X 2025-07-24 16:25:15 UTC 18.1K 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 18.1K followers, 3621 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
"@Anton_Chingurh @lord_fed @DannyDayan5 As expect a severe event" @BickerinBrattle on X 2025-07-24 15:19:11 UTC 18.1K followers, XXX 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 18.1K followers, 6952 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 18.1K followers, 2031 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, 8751 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, 2767 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 18.1K followers, 1659 engagements
"Hearing Monaco promises $ XXXX gillion investment in USA" @BickerinBrattle on X 2025-07-24 17:30:01 UTC 18.1K followers, 1831 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
"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 18.1K followers, XXX engagements
"@fejau_inc @MktHitchhiker @jnordvig @ForwardGuidance and I should co-host with you to tell you the truth daily" @BickerinBrattle on X 2025-07-25 14:08:04 UTC 18.1K followers, XXX 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 18.1K followers, 33.3K 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, 1804 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 18.1K 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 18.1K 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
"Have heard from credible sources there are sketches of plans to institute 25th Amendment as the question of Trump's sanity is of course up front and tabled" @BickerinBrattle on X 2025-07-24 21:15:07 UTC 18.1K followers, XXX engagements