[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.] #  @Convertbond Lawrence McDonald Lawrence McDonald, author of "When Markets Speak" and "A Colossal Failure of Common Sense", is warning about the dangers of private credit and the consequences of central bankers not allowing the business cycle to function. He is highlighting the risks of investing in private credit, citing examples of companies using accounting tricks to hide leverage and warning of potential losses of up to $XX billion. McDonald's concerns are centered around the unsustainable nature of private credit and the potential for a major financial blowup. ### Engagements: XXXXXX [#](/creator/twitter::25163231/interactions)  - X Week XXXXXX -XXXX% - X Month XXXXXXXXX -XX% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::25163231/posts_active)  - X Week XX -XX% - X Month XXX -XX% - X Months XXX +8.60% - X Year XXXXX +3% ### Followers: XXXXXXX [#](/creator/twitter::25163231/followers)  - X Week XXXXXXX +0.02% - X Month XXXXXXX +0.36% - X Months XXXXXXX +3.40% - X Year XXXXXXX +10% ### CreatorRank: XXXXXXX [#](/creator/twitter::25163231/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXXX% [technology brands](/list/technology-brands) XXXX% [exchanges](/list/exchanges) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [china](/topic/china) #1400, [ukraine](/topic/ukraine) #1996, [gas](/topic/gas) #1905, [eu](/topic/eu) #739, [russia](/topic/russia) 4.08%, [export](/topic/export) #105, [market cap](/topic/market-cap) 4.08%, [debt](/topic/debt) 4.08%, [flow](/topic/flow) 4.08%, [$spy](/topic/$spy) XXXX% **Top accounts mentioned or mentioned by** [@dougkass](/creator/undefined) [@bobgrayson15](/creator/undefined) [@grok](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@baconista1](/creator/undefined) [@jimcramer](/creator/undefined) [@nigelfarage](/creator/undefined) [@davidein](/creator/undefined) [@kieranwgoodwin](/creator/undefined) [@saylor](/creator/undefined) [@anasalhajji](/creator/undefined) [@cgasparino](/creator/undefined) [@simonnixon](/creator/undefined) [@peterschiff](/creator/undefined) [@secscottbessent](/creator/undefined) [@profplum99](/creator/undefined) [@vonderleyen](/creator/undefined) [@douglas34184094](/creator/undefined) [@rsnblassurance](/creator/undefined) [@tylerhardt](/creator/undefined) **Top assets mentioned** [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Carvana Co. (CVNA)](/topic/$cvna) [Tesla, Inc. (TSLA)](/topic/tesla) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [CoreWeave, Inc. (CRWV)](/topic/$crwv) [Rigetti Computing, Inc. Common Stock (RGTI)](/topic/$rgti) [Quantum Computing Inc. (QUBT)](/topic/$qubt) [IonQ, Inc. (IONQ)](/topic/$ionq) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Agnico Eagle Mines Ltd. (AEM)](/topic/$aem) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [iShares BTC Trust (IBIT)](/topic/$ibit) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Amazon.com, Inc. (AMZN)](/topic/$amzn) ### Top Social Posts Top posts by engagements in the last XX hours "Carvana (CVNA) was announced for addition to the S&P XXX effective December XX 2025 replacing a departing constituent in the quarterly rebalance which will compel passive index trackers to purchase shares to maintain alignment with the benchmark's market-cap weighting. (2)" [X Link](https://x.com/Convertbond/status/1997319333387624927) 2025-12-06T14:56Z 141K followers, 1123 engagements "Dear @grok - on funding the Ukraine war. Who buys more natural gas from Russia. The EU or China How much natural gas has the EU purchased since the war started" [X Link](https://x.com/Convertbond/status/1997940002383384818) 2025-12-08T08:03Z 141K followers, 18.4K engagements "Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt" [X Link](https://x.com/Convertbond/status/1875543863185887652) 2025-01-04T14:04Z 141K followers, 346.2K engagements ".@jimcramer crushed it These are the questions to ask as a CEO with: Equity Market Cap: $41B Cash: $2B Debt: $19B Free Cash (burn) Flow: -$17B* *The Street's 2026 view compared to -$6B in 2024. Special thanks to Bloomberg terminal data" [X Link](https://x.com/Convertbond/status/1988758784966295659) 2025-11-13T00:00Z 141K followers, 35.3K engagements "Quantum Computing Regetti $RGTI -XX% Quantum $QUBT -XX% D-Wave $QBTS -XX% IonQ $IONQ -XX% *Drawdowns since October. The market crashed internally with a focus on momentum and tertiary speculation plays. Just XX% of NYSE stocks are their 200-day moving average" [X Link](https://x.com/Convertbond/status/1992227349266620430) 2025-11-22T13:43Z 141K followers, 28.8K engagements "Got Hard Assets Gold Nvidia since Q1 2024 *Bloomberg terminal data" [X Link](https://x.com/Convertbond/status/1993653881805672826) 2025-11-26T12:11Z 141K followers, 18.6K engagements "Agnico (gold mining) $AEM vs $NVDA: Theirfree cash flow has grown from $262m in 2021 to $4.4Bthisyear a far better result than Nvidia" [X Link](https://x.com/Convertbond/status/1994394677211267218) 2025-11-28T13:15Z 141K followers, 3327 engagements "Big Brent - Energy Update A shoutout to @anasalhajji - great download last night on Venezuela White House / Russia / Ukraine connectivity. Chess not checkers from Anas. Gratitude" [X Link](https://x.com/Convertbond/status/1996194640526188993) 2025-12-03T12:27Z 141K followers, 11.6K engagements "Interest rates up = bond prices down. Now think about rates in Japan near X% for a decade so all those bonds are off 10-50% (lower in price) depending on duration. Now think about who holds the bonds and likewise who Japan as the largest holder of UST. If institutions in Japan are forced to sell UST in size thats the problem. Not there yet" [X Link](https://x.com/Convertbond/status/1996533636749824176) 2025-12-04T10:54Z 141K followers, 6665 engagements ". equating to about XXX million shares to buy at current prices. Across all S&P 500-tracking funds and ETFs with total passive assets under management exceeding $XX trillion the broader buying pressure could reach $XXXX billion or roughly XX million shares fueling front-running ahead of the inclusion amid CVNA's explosive XXX% surge since early 2024 that has already priced in much of the anticipated demand. With @grok" [X Link](https://x.com/Convertbond/status/1997320178581807512) 2025-12-06T15:00Z 141K followers, 1930 engagements "Lululemon Athletica $LULU was added to the S&P XXX index effective October XX 2023. Passive index funds and ETFs tracking the indexsuch as SPY (State Street's SPDR S&P XXX ETF Trust with $500B AUM at the time) IVV (iShares Core S&P XXX ETF $350B) and VOO (Vanguard S&P XXX ETF $1T)were required to purchase LULU shares to maintain their market-cap-weighted allocations" [X Link](https://x.com/Convertbond/status/1997324720077672567) 2025-12-06T15:18Z 141K followers, 1663 engagements "@CGasparino @realDonaldTrump Nailed it. High noon high incoming heat" [X Link](https://x.com/Convertbond/status/1996309308720435283) 2025-12-03T20:03Z 141K followers, 10.7K engagements "Got Silver YTD 2025 Silver $SLV +102% Gold $GLD +59% Bitcoin $IBIT -X% *Silver XAG new highs vs. XAU gold nearly a 6-handle on the ratio. Bloomberg Terminal Data" [X Link](https://x.com/Convertbond/status/1998366571555967476) 2025-12-09T12:18Z 141K followers, 9022 engagements "Correction - precious metals equities above not the commodity. Holiday blessings" [X Link](https://x.com/Convertbond/status/1998398287200526452) 2025-12-09T14:24Z 141K followers, 2594 engagements "*BERKSHIRE HATHAWAY RAISES XX BILLION YEN FROM BOND SALE. Just wow. Buffett is loaded with cash and he's reaching into the margin account (borrowing) in yen. Next XX months - he's going to buy this puke festival with both hands. Thoughts" [X Link](https://x.com/Convertbond/status/1910505329697214546) 2025-04-11T01:29Z 141K followers, 2.7M engagements "It was a lovely evening in Naples. Good friends great ideas. Power - Energy Heres to 2026 Artificial intelligence comes with a price its not free" [X Link](https://x.com/Convertbond/status/1996537518519693316) 2025-12-04T11:10Z 141K followers, 21.8K engagements "Imagine burning that kind of cash with ZERO clue on energy / power grid infrastructure to support the investment Hubris + testosterone is extremely dangerous" [X Link](https://x.com/Convertbond/status/1997009541003620512) 2025-12-05T18:25Z 141K followers, 13.8K engagements "@Simon_Nixon Nothing more dangerous than the EU's natural gas purchases (covertly and overtly) 2022-2025 funding the Putin killing machine during wartime against a Nato partner (USA) providing Ukraine financing. Total Direct Purchases (Feb 2022-Dec 2025 YTD): $140B (127B). per @Grok" [X Link](https://x.com/Convertbond/status/1997415618287407282) 2025-12-06T21:19Z 141K followers, 2551 engagements "The Wonders of "Passive" Investing - the "Inclusion" Scam rolls on. *CRH CARVANA COMFORT SYSTEMS USA TO JOIN S&P XXX - Bloomberg. *$CNVA up XXX% since 2024 XXX% since April all into the "news." The larger passive becomes - front-running inclusion = very profitable" [X Link](https://x.com/Convertbond/status/1997319176986247195) 2025-12-06T14:56Z 141K followers, 8598 engagements "Inflation's cumulative impact "over time" on the bottom XX% of consumers is devastating. The pain people feel is an erosion of their purchasing power over an extended period of time NOT quarterly moves lower and higher. If year-over-year PCE is XXX% for FOUR years ( which is a fact) that's a powerful hit. Much of the top XX% of consumers have $$ in money market funds (close to $8.0T today vs. $4.6T in 2021) paying X% (up from X% in 2021) and gold and stocks. This is the driver of the K economy. Anyone with capital in gold stocks and X% cash is doing GREAT. At the same time the bottom XX% are" [X Link](https://x.com/Convertbond/status/1997614510954168388) 2025-12-07T10:29Z 141K followers, 6256 engagements "In 2024 the EU imported roughly $560B worth of goods from China Given Chinas massive coal consumption of 4.7-4.9BMT annuallyover half the global total and fueling XX% of its electricityproducing these EU-bound exports embodied about XXX million metric tons of coal. v @grok" [X Link](https://x.com/Convertbond/status/1998642731317711318) 2025-12-10T06:35Z 141K followers, 8161 engagements "Holiday Gift Ideas Amazon - Best Sellers Rank #6 in Money & Monetary Policy (Books) #13 in Economic Conditions (Books) #18 in Wealth Management (Books) Thank you" [X Link](https://x.com/Convertbond/status/1986496038836764756) 2025-11-06T18:08Z 141K followers, 22.8K engagements "With CVNA's current market capitalization of approximately $62Bbased on 141.4m shares outstanding at a share price of $439and the S&P 500's total market cap standing at about $XX trillion CVNA is expected to represent roughly XXXXX% of the index. For the SPDR S&P XXX ETF (SPY) which manages around $700B in assets this translates to an estimated $748m allocation" [X Link](https://x.com/Convertbond/status/1997320037732909560) 2025-12-06T14:59Z 141K followers, 1754 engagements "Today there is about $32.5T invested in the Nasdaq XXX up from $12.5T three years ago today. A year ago $300B was invested in precious metals; now $600B. A small amount of capital migrating into hard assets carries a HIGH impact" [X Link](https://x.com/Convertbond/status/1998368780486131871) 2025-12-09T12:26Z 141K followers, 4879 engagements ".@vonderleyen China has XXX new coal plants on the way (production planning). So China will more than DOUBLE the U.S. coal-plant footprint again. If you want to help the planet don't export your green guilt to China. Operational Coal Plants Today China: 1250 USA: 207" [X Link](https://x.com/Convertbond/status/1998701402386817072) 2025-12-10T10:28Z 141K followers, 10.2K engagements "Alert - Down another XX points today. *A DIP is a loan against First Brands' highest quality assets. When was the last time a DIP (debtor in possession financing) traded at XX cents within a couple of months of a bankruptcy filing" [X Link](https://x.com/Convertbond/status/1998780695318028612) 2025-12-10T15:43Z 141K followers, 6054 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.]
@Convertbond Lawrence McDonald
Lawrence McDonald, author of "When Markets Speak" and "A Colossal Failure of Common Sense", is warning about the dangers of private credit and the consequences of central bankers not allowing the business cycle to function. He is highlighting the risks of investing in private credit, citing examples of companies using accounting tricks to hide leverage and warning of potential losses of up to $XX billion. McDonald's concerns are centered around the unsustainable nature of private credit and the potential for a major financial blowup.
Engagements: XXXXXX #
- X Week XXXXXX -XXXX%
- X Month XXXXXXXXX -XX%
- X Months XXXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XX%
- X Months XXX +8.60%
- X Year XXXXX +3%
Followers: XXXXXXX #
- X Week XXXXXXX +0.02%
- X Month XXXXXXX +0.36%
- X Months XXXXXXX +3.40%
- X Year XXXXXXX +10%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% stocks XXXXX% countries XXXXX% technology brands XXXX% exchanges XXXX% cryptocurrencies XXXX% travel destinations XXXX% automotive brands XXXX% fashion brands XXXX%
Social topic influence china #1400, ukraine #1996, gas #1905, eu #739, russia 4.08%, export #105, market cap 4.08%, debt 4.08%, flow 4.08%, $spy XXXX%
Top accounts mentioned or mentioned by @dougkass @bobgrayson15 @grok @realdonaldtrump @baconista1 @jimcramer @nigelfarage @davidein @kieranwgoodwin @saylor @anasalhajji @cgasparino @simonnixon @peterschiff @secscottbessent @profplum99 @vonderleyen @douglas34184094 @rsnblassurance @tylerhardt
Top assets mentioned SPDR S&P XXX ETF Trust (SPY) Carvana Co. (CVNA) Tesla, Inc. (TSLA) Coinbase Global, Inc. (COIN) CoreWeave, Inc. (CRWV) Rigetti Computing, Inc. Common Stock (RGTI) Quantum Computing Inc. (QUBT) IonQ, Inc. (IONQ) D-Wave Quantum Inc. (QBTS) Agnico Eagle Mines Ltd. (AEM) NVIDIA Corp. (NVDA) Lululemon Athletica Inc (LULU) SPDR GOLD ETF (GLD) Bitcoin (BTC) iShares BTC Trust (IBIT) Berkshire Hathaway Inc. (BRK.A) Uber Technologies, Inc. (UBER) Amazon.com, Inc. (AMZN)
Top Social Posts
Top posts by engagements in the last XX hours
"Carvana (CVNA) was announced for addition to the S&P XXX effective December XX 2025 replacing a departing constituent in the quarterly rebalance which will compel passive index trackers to purchase shares to maintain alignment with the benchmark's market-cap weighting. (2)"
X Link 2025-12-06T14:56Z 141K followers, 1123 engagements
"Dear @grok - on funding the Ukraine war. Who buys more natural gas from Russia. The EU or China How much natural gas has the EU purchased since the war started"
X Link 2025-12-08T08:03Z 141K followers, 18.4K engagements
"Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt"
X Link 2025-01-04T14:04Z 141K followers, 346.2K engagements
".@jimcramer crushed it These are the questions to ask as a CEO with: Equity Market Cap: $41B Cash: $2B Debt: $19B Free Cash (burn) Flow: -$17B* *The Street's 2026 view compared to -$6B in 2024. Special thanks to Bloomberg terminal data"
X Link 2025-11-13T00:00Z 141K followers, 35.3K engagements
"Quantum Computing Regetti $RGTI -XX% Quantum $QUBT -XX% D-Wave $QBTS -XX% IonQ $IONQ -XX% *Drawdowns since October. The market crashed internally with a focus on momentum and tertiary speculation plays. Just XX% of NYSE stocks are their 200-day moving average"
X Link 2025-11-22T13:43Z 141K followers, 28.8K engagements
"Got Hard Assets Gold Nvidia since Q1 2024 *Bloomberg terminal data"
X Link 2025-11-26T12:11Z 141K followers, 18.6K engagements
"Agnico (gold mining) $AEM vs $NVDA: Theirfree cash flow has grown from $262m in 2021 to $4.4Bthisyear a far better result than Nvidia"
X Link 2025-11-28T13:15Z 141K followers, 3327 engagements
"Big Brent - Energy Update A shoutout to @anasalhajji - great download last night on Venezuela White House / Russia / Ukraine connectivity. Chess not checkers from Anas. Gratitude"
X Link 2025-12-03T12:27Z 141K followers, 11.6K engagements
"Interest rates up = bond prices down. Now think about rates in Japan near X% for a decade so all those bonds are off 10-50% (lower in price) depending on duration. Now think about who holds the bonds and likewise who Japan as the largest holder of UST. If institutions in Japan are forced to sell UST in size thats the problem. Not there yet"
X Link 2025-12-04T10:54Z 141K followers, 6665 engagements
". equating to about XXX million shares to buy at current prices. Across all S&P 500-tracking funds and ETFs with total passive assets under management exceeding $XX trillion the broader buying pressure could reach $XXXX billion or roughly XX million shares fueling front-running ahead of the inclusion amid CVNA's explosive XXX% surge since early 2024 that has already priced in much of the anticipated demand. With @grok"
X Link 2025-12-06T15:00Z 141K followers, 1930 engagements
"Lululemon Athletica $LULU was added to the S&P XXX index effective October XX 2023. Passive index funds and ETFs tracking the indexsuch as SPY (State Street's SPDR S&P XXX ETF Trust with $500B AUM at the time) IVV (iShares Core S&P XXX ETF $350B) and VOO (Vanguard S&P XXX ETF $1T)were required to purchase LULU shares to maintain their market-cap-weighted allocations"
X Link 2025-12-06T15:18Z 141K followers, 1663 engagements
"@CGasparino @realDonaldTrump Nailed it. High noon high incoming heat"
X Link 2025-12-03T20:03Z 141K followers, 10.7K engagements
"Got Silver YTD 2025 Silver $SLV +102% Gold $GLD +59% Bitcoin $IBIT -X% *Silver XAG new highs vs. XAU gold nearly a 6-handle on the ratio. Bloomberg Terminal Data"
X Link 2025-12-09T12:18Z 141K followers, 9022 engagements
"Correction - precious metals equities above not the commodity. Holiday blessings"
X Link 2025-12-09T14:24Z 141K followers, 2594 engagements
"*BERKSHIRE HATHAWAY RAISES XX BILLION YEN FROM BOND SALE. Just wow. Buffett is loaded with cash and he's reaching into the margin account (borrowing) in yen. Next XX months - he's going to buy this puke festival with both hands. Thoughts"
X Link 2025-04-11T01:29Z 141K followers, 2.7M engagements
"It was a lovely evening in Naples. Good friends great ideas. Power - Energy Heres to 2026 Artificial intelligence comes with a price its not free"
X Link 2025-12-04T11:10Z 141K followers, 21.8K engagements
"Imagine burning that kind of cash with ZERO clue on energy / power grid infrastructure to support the investment Hubris + testosterone is extremely dangerous"
X Link 2025-12-05T18:25Z 141K followers, 13.8K engagements
"@Simon_Nixon Nothing more dangerous than the EU's natural gas purchases (covertly and overtly) 2022-2025 funding the Putin killing machine during wartime against a Nato partner (USA) providing Ukraine financing. Total Direct Purchases (Feb 2022-Dec 2025 YTD): $140B (127B). per @Grok"
X Link 2025-12-06T21:19Z 141K followers, 2551 engagements
"The Wonders of "Passive" Investing - the "Inclusion" Scam rolls on. *CRH CARVANA COMFORT SYSTEMS USA TO JOIN S&P XXX - Bloomberg. *$CNVA up XXX% since 2024 XXX% since April all into the "news." The larger passive becomes - front-running inclusion = very profitable"
X Link 2025-12-06T14:56Z 141K followers, 8598 engagements
"Inflation's cumulative impact "over time" on the bottom XX% of consumers is devastating. The pain people feel is an erosion of their purchasing power over an extended period of time NOT quarterly moves lower and higher. If year-over-year PCE is XXX% for FOUR years ( which is a fact) that's a powerful hit. Much of the top XX% of consumers have $$ in money market funds (close to $8.0T today vs. $4.6T in 2021) paying X% (up from X% in 2021) and gold and stocks. This is the driver of the K economy. Anyone with capital in gold stocks and X% cash is doing GREAT. At the same time the bottom XX% are"
X Link 2025-12-07T10:29Z 141K followers, 6256 engagements
"In 2024 the EU imported roughly $560B worth of goods from China Given Chinas massive coal consumption of 4.7-4.9BMT annuallyover half the global total and fueling XX% of its electricityproducing these EU-bound exports embodied about XXX million metric tons of coal. v @grok"
X Link 2025-12-10T06:35Z 141K followers, 8161 engagements
"Holiday Gift Ideas Amazon - Best Sellers Rank #6 in Money & Monetary Policy (Books) #13 in Economic Conditions (Books) #18 in Wealth Management (Books) Thank you"
X Link 2025-11-06T18:08Z 141K followers, 22.8K engagements
"With CVNA's current market capitalization of approximately $62Bbased on 141.4m shares outstanding at a share price of $439and the S&P 500's total market cap standing at about $XX trillion CVNA is expected to represent roughly XXXXX% of the index. For the SPDR S&P XXX ETF (SPY) which manages around $700B in assets this translates to an estimated $748m allocation"
X Link 2025-12-06T14:59Z 141K followers, 1754 engagements
"Today there is about $32.5T invested in the Nasdaq XXX up from $12.5T three years ago today. A year ago $300B was invested in precious metals; now $600B. A small amount of capital migrating into hard assets carries a HIGH impact"
X Link 2025-12-09T12:26Z 141K followers, 4879 engagements
".@vonderleyen China has XXX new coal plants on the way (production planning). So China will more than DOUBLE the U.S. coal-plant footprint again. If you want to help the planet don't export your green guilt to China. Operational Coal Plants Today China: 1250 USA: 207"
X Link 2025-12-10T10:28Z 141K followers, 10.2K engagements
"Alert - Down another XX points today. *A DIP is a loan against First Brands' highest quality assets. When was the last time a DIP (debtor in possession financing) traded at XX cents within a couple of months of a bankruptcy filing"
X Link 2025-12-10T15:43Z 141K followers, 6054 engagements