#  @EconomPic Jake Jake posts on X about mlb, espnbet, in the, $dbltx the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::19972573/interactions)  - [--] Week [------] -63% - [--] Month [-------] +9.90% - [--] Months [---------] -3.70% - [--] Year [---------] -41% ### Mentions: [--] [#](/creator/twitter::19972573/posts_active)  - [--] Week [--] -23% - [--] Month [---] -78% - [--] Months [---] +119% - [--] Year [-----] -14% ### Followers: [------] [#](/creator/twitter::19972573/followers)  - [--] Week [------] -0% - [--] Month [------] -0.05% - [--] Months [------] +0.63% - [--] Year [------] +3.90% ### CreatorRank: [-------] [#](/creator/twitter::19972573/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 21.77% [stocks](/list/stocks) 5.44% [countries](/list/countries) 3.4% [technology brands](/list/technology-brands) 3.4% [cryptocurrencies](/list/cryptocurrencies) 2.72% [nba](/list/nba) 2.72% [automotive brands](/list/automotive-brands) 1.36% [social networks](/list/social-networks) 1.36% [celebrities](/list/celebrities) 0.68% [exchanges](/list/exchanges) 0.68% **Social topic influence** [mlb](/topic/mlb) 6.8%, [espnbet](/topic/espnbet) 6.8%, [in the](/topic/in-the) 6.12%, [$dbltx](/topic/$dbltx) 6.12%, [if you](/topic/if-you) 3.4%, [money](/topic/money) 3.4%, [mets](/topic/mets) 3.4%, [ai](/topic/ai) 2.72%, [fine](/topic/fine) 2.72%, [health](/topic/health) 2.72% **Top accounts mentioned or mentioned by** [@advisercounsel](/creator/undefined) [@sjd10304](/creator/undefined) [@mebfaber](/creator/undefined) [@paulrubillo](/creator/undefined) [@simoschris](/creator/undefined) [@mmauskopf](/creator/undefined) [@401kanswersnow](/creator/undefined) [@joecruznyc](/creator/undefined) [@ernestdove](/creator/undefined) [@flagshipwmg](/creator/undefined) [@twksicem](/creator/undefined) [@rickgldny](/creator/undefined) [@justincahi75902](/creator/undefined) [@cdelahunt1](/creator/undefined) [@cubbieblue4lyfe](/creator/undefined) [@amb57183198](/creator/undefined) [@jimmahar](/creator/undefined) [@denisekshull](/creator/undefined) [@baseballref](/creator/undefined) [@mlb](/creator/undefined) **Top assets mentioned** [Strategy (MSTR)](/topic/$mstr) [Metadium (META)](/topic/$meta) [SPDR GOLD ETF (GLD)](/topic/$gld) [Trex Company, Inc. (TREX)](/topic/$trex) ### Top Social Posts Top posts by engagements in the last [--] hours "@blehayne @BillSimmons If [--] spots only will increase tanking IMO as all [--] compete for [--] spots I like the [--] point idea https://x.com/EconomPic/status/1851693481435234813s=20 My hairbrained solution. This court with dunks counting as 3's. If you foul the person dunking they can get a [--] point play if they give you a facial but if they miss. they only get [--] shots. https://t.co/JupuFJKLWI https://x.com/EconomPic/status/1851693481435234813s=20 My hairbrained solution. This court with dunks counting as 3's. If you foul the person dunking they can get a [--] point play if they give you a facial but if" [X Link](https://x.com/EconomPic/status/2021634139036983623) 2026-02-11T17:15Z 42.8K followers, [--] engagements "@EricBalchunas @RealEJAntoni fwiw the private employment trend has moved materially lower the last year the chart shown is one month from a year ago vs one month now" [X Link](https://x.com/EconomPic/status/2021617976089440704) 2026-02-11T16:11Z 42.8K followers, [---] engagements "@cullenroche Short term could see demand pickup for physical labor as people shift away from computers (now going to AI overlords) to manual services / in person work until robots potentially come (which I assume is much further away). Could be boom for lowest income / middle income pain" [X Link](https://x.com/EconomPic/status/2021680252574216657) 2026-02-11T20:18Z 42.8K followers, [----] engagements "Getting jammed into a retail retirement portfolio near you" [X Link](https://x.com/EconomPic/status/2021269152552345834) 2026-02-10T17:04Z 42.8K followers, [----] engagements "@buccocapital @AdviserCounsel Robos are already dirt cheap and good enough for most but they cant scale" [X Link](https://x.com/EconomPic/status/2021417417700933858) 2026-02-11T02:54Z 42.8K followers, [---] engagements "@AdviserCounsel @buccocapital I guess my view is most advice doesnt need to be customized. I do think AI can improve these robos (and advisors for that matter theyll both embed it) but not nearly as sure as it will replace advisors or even put margin pressure on them" [X Link](https://x.com/EconomPic/status/2021430145136120169) 2026-02-11T03:44Z 42.8K followers, [--] engagements "NBA needs to start threatening the removal of draft picks for blatant tanking. Trade your players to other teams if you want to ruin your chance of winning. Sitting stars to lose is shameful. Asked Jazz coach Will Hardy how close he was to putting Lauri Markkanen or Jaren Jackson Jr. in the game in the fourth quarter. I wasnt. https://t.co/bZcEkCo8WA Asked Jazz coach Will Hardy how close he was to putting Lauri Markkanen or Jaren Jackson Jr. in the game in the fourth quarter. I wasnt. https://t.co/bZcEkCo8WA" [X Link](https://x.com/EconomPic/status/2021094280945860994) 2026-02-10T05:30Z 42.8K followers, [----] engagements "@John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright @MikeDonnellyJr @Bonecondor @AdvisorMikeL @LizSimmie @MebFaber @RyanMGavin @Prashanth_Krish @andrew_reed @HighyieldHarry @AdamSinger @JSeyff @AlexPickard @ByrneHobart @M_C_Klein @syouth1 @HML_Compounder @ferventfinance HT @colby__donovan" [X Link](https://x.com/EconomPic/status/2021729676226646258) 2026-02-11T23:34Z 42.8K followers, [----] engagements "@John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright @MikeDonnellyJr @Bonecondor @AdvisorMikeL @LizSimmie @MebFaber @RyanMGavin @Prashanth_Krish @andrew_reed @HighyieldHarry @AdamSinger @JSeyff @AlexPickard @ByrneHobart @M_C_Klein @syouth1 @HML_Compounder HT @ferventfinance" [X Link](https://x.com/anyuser/status/2019471732399079513) 2026-02-05T18:02Z 42.8K followers, [----] engagements "Many of our elected officials arent just evil through their inaction theyre apparently also mentally challenged" [X Link](https://x.com/EconomPic/status/2021444046145966580) 2026-02-11T04:39Z 42.8K followers, [----] engagements "@BillSimmons Shorter season Rules to de-incentivize 3s Severely punish tanking Limit in season trades Require players to play more games to earn full contract Random lottery draft or incorporate relegation" [X Link](https://x.com/EconomPic/status/2021631727224181013) 2026-02-11T17:05Z 42.8K followers, [----] engagements "Kid fucking is fine if stocks are hitting ATHs https://x.com/atrupar/status/2021616690786599397s=20 Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing records. That's what we should be talking about." https://t.co/wZVxfnaiUr https://x.com/atrupar/status/2021616690786599397s=20 Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The" [X Link](https://x.com/EconomPic/status/2021634436929138870) 2026-02-11T17:16Z 42.8K followers, [----] engagements "Volatility laundering" [X Link](https://x.com/EconomPic/status/2021694674302345262) 2026-02-11T21:15Z 42.8K followers, [----] engagements "Actually. no clue where this figure possibly came from. $30T in debt. So even if financing costs went down 1% (it wouldn't as all debt wouldn't need to be refinanced) it would be $300B. In reality Gemini says less than $100B " [X Link](https://x.com/EconomPic/status/2021723433764368622) 2026-02-11T23:10Z 42.8K followers, [----] engagements "Whoo boy https://x.com/shahh/status/2021615403852591489s=20 oh boy we might actually be fucked https://t.co/E9Yz3e1tsk https://x.com/shahh/status/2021615403852591489s=20 oh boy we might actually be fucked https://t.co/E9Yz3e1tsk" [X Link](https://x.com/EconomPic/status/2021724469346414646) 2026-02-11T23:14Z 42.8K followers, [----] engagements "Since turning into a BTC closed-end fund $MSTR has raised $51.1B in equity ($6.9B in preferreds) and $8.2B in debt. Theyve poured this $59.3B into an asset up 500% since they started resulting in an enterprise value $3B less than what he raised including his software biz" [X Link](https://x.com/EconomPic/status/2021727631214096768) 2026-02-11T23:26Z 42.8K followers, [----] engagements "@BillSimmons https://x.com/Tjonesonthenba/status/2022078298327855172s=20 The Jazz knew about JJJs knee previously. They were going to shut him down. Jaren was adamant that he wanted to play once at home before the surgery. They set his restriction at [--] minutes. Thats one reason he didnt play in the previous fourth quarters per sources https://x.com/Tjonesonthenba/status/2022078298327855172s=20 The Jazz knew about JJJs knee previously. They were going to shut him down. Jaren was adamant that he wanted to play once at home before the surgery. They set his restriction at [--] minutes. Thats one" [X Link](https://x.com/EconomPic/status/2022126419518841057) 2026-02-13T01:51Z 42.8K followers, [----] engagements "@BillSimmons $500K is a joke but it's a start" [X Link](https://x.com/EconomPic/status/2022331566798864794) 2026-02-13T15:26Z 42.8K followers, [---] engagements "The new @DKThomp podcast about AI is frightening in terms of how large the threat is to society over the next few years and how little anyone with power seems concerned with what seems like much needed policy This will be THE issue for the next election https://overcast.fm/+AA1LedB34Bk https://overcast.fm/+AA1LedB34Bk" [X Link](https://x.com/EconomPic/status/2022407992835219622) 2026-02-13T20:30Z 42.8K followers, [----] engagements "AI is the most underrated story of the past few decades is a contrarian take that I truly believe as of this moment" [X Link](https://x.com/EconomPic/status/2022410844542505304) 2026-02-13T20:41Z 42.8K followers, [---] engagements "FYI. the interpretation of the calculation is wrong. CPI does not claim health insurance costs are down this is health insurance earnings. The lower numebr means people are using MORE of the higher cost of premiums on health care which are in other areas of healthcare CPI. The most absurd number in CPI According to the US Government the cost of health insurance has declined 20% over the last [--] years. https://t.co/9LsyGWV0jO The most absurd number in CPI According to the US Government the cost of health insurance has declined 20% over the last [--] years. https://t.co/9LsyGWV0jO" [X Link](https://x.com/EconomPic/status/2022432388526248027) 2026-02-13T22:07Z 42.8K followers, [----] engagements "Example If in [----] a $100 premium covered $80 of used care leaving $20 in insurance earnings But in [----] a $200 premium covered $190 in care leaving just $10 in earnings Premiums doubled but profits dropped The spike reflects rising healthcare costs not higher insurance" [X Link](https://x.com/EconomPic/status/2022433563849924742) 2026-02-13T22:11Z 42.8K followers, [---] engagements "Pretty soon military vets will only be eligible to go to Trump University Wake up nerds new school ranking list just dropped from the DODs Make America Stupid Again campaign 🫡😂 https://t.co/16pHdvQ1t4 Wake up nerds new school ranking list just dropped from the DODs Make America Stupid Again campaign 🫡😂 https://t.co/16pHdvQ1t4" [X Link](https://x.com/EconomPic/status/2022451356452426063) 2026-02-13T23:22Z 42.8K followers, [----] engagements "Does he think Treasuries are all floating rate .@POTUS: "Interest rates should be lower. Every point is $600 billion. if we went down two points we don't have a deficit anymoreand that's without cutting. When you think about it it's a paper charge. We should be the lowest interest rate in the world." https://t.co/IN7iICLEpW .@POTUS: "Interest rates should be lower. Every point is $600 billion. if we went down two points we don't have a deficit anymoreand that's without cutting. When you think about it it's a paper charge. We should be the lowest interest rate in the world."" [X Link](https://x.com/EconomPic/status/2021718862925123782) 2026-02-11T22:51Z 42.8K followers, [----] engagements "@BillSimmons NBA: "we need to create a new all-star game format where the players care" Also the NBA: "we don't care if teams sit their players when they have a lead or pretend their players are injured to intentionally lose regular season games"" [X Link](https://x.com/EconomPic/status/2022022899138511036) 2026-02-12T19:00Z 42.8K followers, [---] engagements "@syouth1 so confused" [X Link](https://x.com/EconomPic/status/2022453916554965064) 2026-02-13T23:32Z 42.8K followers, [---] engagements "@syouth1 the "0/0 basis" almost makes it seem like the paid the entire gain of SpaceX just to exit out of the SPV which would be insane" [X Link](https://x.com/EconomPic/status/2022471542253457632) 2026-02-14T00:42Z 42.8K followers, [--] engagements "@DannyDayan5 More FYI as when I found out I was surprised. It's not health insurance premiums. it's health insurance retained earnings. Need to look at other categories for costs. What this means is people are using more of the higher cost of premiums" [X Link](https://x.com/EconomPic/status/2011205290654646547) 2026-01-13T22:34Z 42.8K followers, [----] engagements "He's not wrong. the dollar is up almost 500% over the last year vs TRUMP coin Trump: The value of dollar is great. It's doing great. Trump: The value of dollar is great. It's doing great" [X Link](https://x.com/EconomPic/status/2016254048757006474) 2026-01-27T20:56Z 42.8K followers, [----] engagements "To understand the scale of this CAPEX. $135B is almost 0.5% of total US GDP. $META CFO issues FY26 capex guidance $115135B vs. $70B in FY25 YoY increase of +64% to +93%: "We anticipate [----] capex. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business" https://t.co/2UH98w0tA5 $META CFO issues FY26 capex guidance $115135B vs. $70B in FY25 YoY increase of +64% to +93%: "We anticipate [----] capex. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta" [X Link](https://x.com/EconomPic/status/2016622769405034630) 2026-01-28T21:21Z 42.8K followers, 15.3K engagements "$135B is more than the GDP in the following states New Hampshire Idaho Hawaii West Virginia Delaware Maine Rhode Island Montana South Dakota North Dakota Alaska Wyoming Vermont" [X Link](https://x.com/EconomPic/status/2016627691882229850) 2026-01-28T21:41Z 42.8K followers, [----] engagements "A buyer of BTC since $10k never sold and currently sitting on an unrealized loss Impressive" [X Link](https://x.com/EconomPic/status/2018163484606021825) 2026-02-02T03:24Z 42.8K followers, 24.2K engagements "@John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright @MikeDonnellyJr @Bonecondor @AdvisorMikeL @LizSimmie @MebFaber @RyanMGavin @Prashanth_Krish @andrew_reed @HighyieldHarry @AdamSinger @JSeyff @AlexPickard @ByrneHobart @M_C_Klein @syouth1 HT @HML_Compounder" [X Link](https://x.com/EconomPic/status/2018168281207800237) 2026-02-02T03:43Z 42.8K followers, 17.5K engagements "Current mood East 1) Pistons 2) Knicks 3) Celtics 4) Cavs 5) Sixers 6) Raptors 7) Magic 8) Hawks 9) Heat 10) Hornets West 1) Thunder 2) Nuggets 3) Spurs 4) Wolves 5) Rockets 6) Suns 7) Clippers 8) Lakers 9) Blazers 10) Warriors" [X Link](https://x.com/EconomPic/status/2018375235968606442) 2026-02-02T17:25Z 42.8K followers, [----] engagements "$GLD collects a $700mm run rate in expenses" [X Link](https://x.com/EconomPic/status/2019308492990083562) 2026-02-05T07:13Z 42.8K followers, [----] engagements "It's 9/17/24. T-REX launches 2x ($MSTU) and -2x MSTR ($MSTZ) ETFs. Rather than go long $MSTR you think. "I'd like to do well if MSTR goes up or down" $1000 in MSTR on that date is now worth $850 $500 in $MSTZ + $500 in $MSTU is worth a combined $220" [X Link](https://x.com/EconomPic/status/2019469868165394515) 2026-02-05T17:55Z 42.8K followers, [----] engagements "While $MSTR still has a strong long term return for initial shareholders given the timing of equity issuance and BTC purchases Gemini estimates the DWAR (dollar weighted average return) across investors to be -12% to- 18% annualized. This sounds high to me. anyone with a calc" [X Link](https://x.com/EconomPic/status/2019520994201989593) 2026-02-05T21:18Z 42.8K followers, [----] engagements "Post trade deadline mood East 1) Pistons 2) Knicks 3) Celtics 4) Cavs 5) Sixers 6) Raptors 7) Magic 8) Hornets 9) Hawks 10) Heat West 1) Thunder 2) Nuggets 3) Wolves 4) Spurs 5) Rockets 6) Suns 7) Lakers 8) Blazers 9) Warriors 10) Clippers" [X Link](https://x.com/EconomPic/status/2019534738684567741) 2026-02-05T22:12Z 42.8K followers, [----] engagements "You have got to be 💩 me" [X Link](https://x.com/EconomPic/status/2019910315660701977) 2026-02-06T23:05Z 42.8K followers, [----] engagements "@BobEUnlimited @macrocephalopod @nishantkumar07 Any guess what % of hedge fund PMs with $1B have a net sharpe of [--] I would guess very few" [X Link](https://x.com/EconomPic/status/2019991295897530461) 2026-02-07T04:27Z 42.8K followers, [---] engagements "Everyone was connected to this kid fucker https://www.cbsnews.com/news/howard-lutnick-jeffrey-epstein-in-business-together/# https://www.cbsnews.com/news/howard-lutnick-jeffrey-epstein-in-business-together/#" [X Link](https://x.com/EconomPic/status/2019996185403224200) 2026-02-07T04:46Z 42.8K followers, [----] engagements "I had no idea so many people thought SF was such a shit hole its literally one of the most beautiful cities in the world has amazing food and very low violent crime. Most of its issues are self inflicted (recently improving) and mostly applicable if you actually live here" [X Link](https://x.com/EconomPic/status/2020526038933999869) 2026-02-08T15:52Z 42.8K followers, [----] engagements "Explain to me how this is completely different than what the Black Sox did The Jazz (like the Black Sox) are doing their best to lose games for financial reasons. They just happen to be doing it through intentional personnel decisions" [X Link](https://x.com/EconomPic/status/2021096136120193218) 2026-02-10T05:37Z 42.8K followers, [----] engagements "@RyanDetrick i would imagine home equity per capita is also highest" [X Link](https://x.com/EconomPic/status/2021264244755386741) 2026-02-10T16:45Z 42.8K followers, [---] engagements "@Betsycashmoney WAY worse to sit healthy players IMO. In the case of the Wizards the trades are more than fine. the sitting them out regardless of health is lame" [X Link](https://x.com/EconomPic/status/2021267979111968770) 2026-02-10T17:00Z 42.8K followers, [---] engagements "@77cyko do we want inflation" [X Link](https://x.com/EconomPic/status/2021351524107207012) 2026-02-10T22:32Z 42.8K followers, [--] engagements "@Nonrelatedsense @alphaarchitect @choffstein @JeremyDSchwartz 90/60 so a 66% allocation gets you 60/40 portfolio and leaves 33% for alpha product" [X Link](https://x.com/anyuser/status/931965749819858944) 2017-11-18T19:22Z 42.8K followers, [--] engagements "https://x.com/BillAckman/status/2005710812359622840s=20 On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative consequences that have occurred in every country that has launched such a tax. https://x.com/BillAckman/status/2005710812359622840s=20 On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative" [X Link](https://x.com/EconomPic/status/2005880081093386389) 2025-12-30T05:54Z 42.8K followers, [----] engagements "@GestaltU @HML_Compounder The counter is if youre borrowing against assets with gains you are monetizing those gains irrespective of whether its part of a strategy or spending IMO the easier way is still a death tax but people hate that for some reason" [X Link](https://x.com/EconomPic/status/2006061356991336599) 2025-12-30T17:54Z 42.8K followers, [---] engagements "TBF it would be kinda weird to refer to TSLA as a growth company" [X Link](https://x.com/EconomPic/status/2006072388275036509) 2025-12-30T18:38Z 42.8K followers, [----] engagements "@epnohelty @GestaltU @HML_Compounder if you have good financial planning in many case you are not taxing after tax assets. to me getting rid of basis step up / being more restrictive on trust is the same thing as fixing the death tax" [X Link](https://x.com/EconomPic/status/2006127163892732209) 2025-12-30T22:16Z 42.8K followers, [--] engagements "Not a growth company" [X Link](https://x.com/EconomPic/status/2008219546801586477) 2026-01-05T16:50Z 42.8K followers, [----] engagements "This is a doozy. A quick and dirty calc estimates investors lost $300mm in YieldMax funds with a one year history over the last year. and if all taxable may owe $3B+ in taxes" [X Link](https://x.com/EconomPic/status/2008250672542871568) 2026-01-05T18:54Z 42.8K followers, [----] engagements "@The_Analyst https://x.com/DavidTaggart/status/1997865623745888741s=20 @EconomPic @donnelly_brent Yeah trying to be "woe is me because im spending all my money chasing the Joneses so hard I "have to" buy nice cars food clothes etc to keep up" vs "I am spending all my money to have a roof put food on the table and send Billy to school with shoes on" They might both be https://x.com/DavidTaggart/status/1997865623745888741s=20 @EconomPic @donnelly_brent Yeah trying to be "woe is me because im spending all my money chasing the Joneses so hard I "have to" buy nice cars food clothes etc to keep up"" [X Link](https://x.com/EconomPic/status/2008254263538139509) 2026-01-05T19:08Z 42.8K followers, [---] engagements "@The_Analyst TLDR The ability to spend more money on things doesn't make you poorer. If you have $10M and spend it all on a boat you aren't poor. If you have $0 in the bank but enough Social Security to survive you aren't wealthy" [X Link](https://x.com/EconomPic/status/2008256232201875809) 2026-01-05T19:16Z 42.8K followers, [---] engagements "@stevehou Which bubble" [X Link](https://x.com/EconomPic/status/2008261009715384529) 2026-01-05T19:35Z 42.8K followers, [----] engagements "@donnelly_brent @The_Analyst @DavidTaggart $470k in [----] $$. that is [--] fancy cars 2-3 kids college paid for 4000sqft mcmansion. and there are 2x more of them now" [X Link](https://x.com/EconomPic/status/2008321223520821696) 2026-01-05T23:34Z 42.8K followers, [---] engagements "@donnelly_brent @The_Analyst @DavidTaggart People see salary inflation as deserved price inflation as punishment and typically ignore real purchasing power (which is really all that matters)" [X Link](https://x.com/EconomPic/status/2008362235798995090) 2026-01-06T02:17Z 42.8K followers, [---] engagements "@conorsen 30% is meaningless https://x.com/LoganMohtashami/status/1956052807955403240s=20 @EconomPic Yes the big players have always been mom and pop this data has the highest percentage of investors % too https://t.co/8jVQRZDpV1 https://x.com/LoganMohtashami/status/1956052807955403240s=20 @EconomPic Yes the big players have always been mom and pop this data has the highest percentage of investors % too https://t.co/8jVQRZDpV1" [X Link](https://x.com/EconomPic/status/2008963981134991810) 2026-01-07T18:08Z 42.8K followers, 38K engagements "If Trump next bans private equity from participating in 1) health care 2) youth sports 3) EMT / fire departments businesses 4) college sports 5) professional sports 6) entertainment 7) pretty much anything I'll be a happy man" [X Link](https://x.com/EconomPic/status/2008965447262331388) 2026-01-07T18:14Z 42.8K followers, [----] engagements "@LoganMohtashami @conorsen Whats your definition of mom and pop" [X Link](https://x.com/EconomPic/status/2008970849257443554) 2026-01-07T18:35Z 42.8K followers, [----] engagements "@geraldothe5th @conorsen this is a chart of total home purchases" [X Link](https://x.com/EconomPic/status/2008980899698970841) 2026-01-07T19:15Z 42.8K followers, [---] engagements "@ahoelzel @conorsen Yoko Brono. I am for these investors to BUILD housing for renters. Not take existing supply away from potential homeowners" [X Link](https://x.com/EconomPic/status/2008982806945517654) 2026-01-07T19:23Z 42.8K followers, [--] engagements "@AdviserCounsel Good thing lots of people don't want to live in a stock" [X Link](https://x.com/EconomPic/status/2009034384821899637) 2026-01-07T22:48Z 42.8K followers, [---] engagements "The left tail on this ain't pretty. 🚨🚨🚨 Tim Walz Says he is activating the National Guard: "I've issued a warning order to prepare the Minnesota National Guard these National Guard troops are our National Guard troops. Minnesota will not allow our community to be used as a prop in a national political fight." 🚨🚨🚨 Tim Walz Says he is activating the National Guard: "I've issued a warning order to prepare the Minnesota National Guard these National Guard troops are our National Guard troops. Minnesota will not allow our community to be used as a prop in a national political fight."" [X Link](https://x.com/EconomPic/status/2009036421005484333) 2026-01-07T22:56Z 42.8K followers, [----] engagements "@Hauge319 guessing more likely the national guard ends up joining them but i hope to not find out" [X Link](https://x.com/EconomPic/status/2009036763281715638) 2026-01-07T22:57Z 42.8K followers, [---] engagements "Really not one reason I can think of that the Jets shouldn't fire Glenn and hire Harbaugh if he were willing to end his career on an even worse note https://www.nbcmiami.com/news/sports/nfl/ravens-fire-john-harbaugh/3744973/ https://www.nbcmiami.com/news/sports/nfl/ravens-fire-john-harbaugh/3744973/" [X Link](https://x.com/EconomPic/status/2009326958430310709) 2026-01-08T18:10Z 42.8K followers, [----] engagements "The answer is obviously build more homes (long cycle) + incentivize boomers living in WAY TOO LARGE HOMES to downsize so young families can use the larger space (could be nearer term) but you DO NEED policies that create assured demand so builders will build. Fastest is rates. This is correct. This is correct" [X Link](https://x.com/EconomPic/status/2009327834486198579) 2026-01-08T18:14Z 42.8K followers, [----] engagements "1) spreads of mortgage bonds are. already tight 2) this seems more like a handout to holders of existing mortgages NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi" [X Link](https://x.com/EconomPic/status/2009387439899689071) 2026-01-08T22:11Z 42.8K followers, [----] engagements "@MebFaber I don't know man. if China ever offered $500k per person to take over Puerto Rico I would hope (though certainly wouldn't be confident) that they wouldn't vote for it. The view that citizens could simply be bought off (especially smaller sized countries) is pretty dystopian" [X Link](https://x.com/EconomPic/status/2009689622931189938) 2026-01-09T18:11Z 42.8K followers, [----] engagements "@MebFaber It's not "bought off" it's just "how much money would it take". C'mon now. Let's just have private equity come in. maybe life under KKR management would be even better" [X Link](https://x.com/EconomPic/status/2009691480106189126) 2026-01-09T18:19Z 42.8K followers, [---] engagements "How long until Private Equity starts adding "Sovereign Takeouts" to their portfolios "We've recently added to our stake in Puerto Rico as a diversifier to existing Greenland exposure." Honestly $500000 per person for Greenland seems like a great deal. Who says no Honestly $500000 per person for Greenland seems like a great deal. Who says no" [X Link](https://x.com/EconomPic/status/2009691848097632760) 2026-01-09T18:20Z 42.8K followers, [----] engagements ""We've identified significant Alpha in the Baltics. By sunsetting the current legacy judicial system and migrating 'Citizens' to a tiered SaaS model we expect to see a 15% increase in EBITDA per capita by Q4."" [X Link](https://x.com/EconomPic/status/2009692309294809473) 2026-01-09T18:22Z 42.8K followers, [---] engagements ""Excited to announce the merger of our Uruguay and Paraguay portfolios. By consolidating their central banks into a single shared-service center and rebranding the combined entity as 'Pampas+' weve achieved massive back-office synergies."" [X Link](https://x.com/EconomPic/status/2009692461120270450) 2026-01-09T18:23Z 42.8K followers, [---] engagements "@DavidTaggart @MebFaber ignore my DB comment. is it more a function that US is backed by private funds and europe by public funds" [X Link](https://x.com/EconomPic/status/2009694062010577049) 2026-01-09T18:29Z 42.8K followers, [---] engagements "@MebFaber @DavidTaggart @michaelbatnick @TheCompoundNews @fundstrat @WSJ interesting that EU real estate is relatively cheap" [X Link](https://x.com/EconomPic/status/2009696832507785446) 2026-01-09T18:40Z 42.8K followers, [---] engagements "@MebFaber @Broncos Top [--] I'm going NJ PA NY NC MD DE east coast and CA NV AZ OR west coast Don't think I could do cold cold at this point or IL (Chi-town) might be #1" [X Link](https://x.com/EconomPic/status/2009701581583986755) 2026-01-09T18:59Z 42.8K followers, [---] engagements "@MebFaber @77cyko @Broncos yeah. at some point need to get to there to thank everyone for our new head coach" [X Link](https://x.com/EconomPic/status/2009714507585859871) 2026-01-09T19:50Z 42.8K followers, [---] engagements "Pro tip. Do not ever incentivize a manager to reach for yield and especially without penalizing them for losing your money and especially in a vehicle they can lock up. Virtus recently bought Keystone which runs $2B private credit tender-offer fund for 'qualified clients'. To expand access they're lifting QC requirement and changing incentive fee from one based on net profit (ie net inc+gains/losses) to net income only. https://t.co/UqBIPbQaNt Virtus recently bought Keystone which runs $2B private credit tender-offer fund for 'qualified clients'. To expand access they're lifting QC" [X Link](https://x.com/EconomPic/status/2009748376963953152) 2026-01-09T22:05Z 42.8K followers, [----] engagements "@MebFaber @GestaltU Vote on A" [X Link](https://x.com/EconomPic/status/2009749205053567128) 2026-01-09T22:08Z 42.8K followers, [---] engagements "@DavidTaggart @MebFaber @Broncos Ill take where I live in the Bay Area over Reno but I can see the draw if I liked to ski City to me is a few million people within an hour drive Bay Area seems quaint after living in NYC for a decade" [X Link](https://x.com/EconomPic/status/2009750235577467144) 2026-01-09T22:12Z 42.8K followers, [--] engagements "@MebFaber @GestaltU "Against the insidious wiles of foreign influence. the jealousy of a free people ought to be constantly awake since history and experience prove that foreign influence is one of the most baneful foes of republican government." - George Washington" [X Link](https://x.com/EconomPic/status/2009756628036514209) 2026-01-09T22:38Z 42.8K followers, [---] engagements "With today's mortgage rally the spread (OAS) of the Bloomberg US Agg Index is the narrowest since September [----]. [--] bps above Treasuries Love when we can put some #'s on liquidity and signaling Agency MBS is a $7.4T market that trades almost $400B daily so $200B represents a 2.7% share of outstanding MBS and 1/2 of daily traded volum MBS (as defined by ETF $MBB) has outperformed Treasuries by [--] bps today https://t.co/24gZ6ldK3w Love when we can put some #'s on liquidity and signaling Agency MBS is a $7.4T market that trades almost $400B daily so $200B represents a 2.7% share of outstanding" [X Link](https://x.com/EconomPic/status/2009784524956115350) 2026-01-10T00:29Z 42.8K followers, [----] engagements "I have no idea what the actual secondary affects of this could be but if I had a FICO [---] and needed access to credit I would transfer as much out of my credit card tonight before its frozen BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG" [X Link](https://x.com/EconomPic/status/2009808806147174446) 2026-01-10T02:05Z 42.8K followers, 10.2K engagements "@SJD10304 @paulrubillo @simos_chris @nyjets The good news is with that plan we have a good shot at the #1 in 2027" [X Link](https://x.com/EconomPic/status/2009834796042842363) 2026-01-10T03:48Z 42.8K followers, [--] engagements "@awealthofcs I watched Mendoza last year out here at Cal he was fine. He did not exhibit the potential to be the best college QB Ive seen in years" [X Link](https://x.com/EconomPic/status/2009835258125168679) 2026-01-10T03:50Z 42.8K followers, [----] engagements "I really would love to know how these funds compare to just owning $QQQ with the same cash flow timing (something apparently known as Kaplan-Schoar PME). I assume (perhaps incorrectly) that just owning $QQQ would be a very challenging hurdle. Did I mention that we have returns data https://t.co/slUkX56jYF Did I mention that we have returns data https://t.co/slUkX56jYF" [X Link](https://x.com/EconomPic/status/2010191425250767183) 2026-01-11T03:25Z 42.8K followers, [----] engagements "I've seen clients FURIOUS at active manager mutual fund managers who charge [--] bps and return high double digits for a decade because they consistently trailed the index. Do VC funds (which charge multiples more) avoid this scrutiny" [X Link](https://x.com/EconomPic/status/2010192384781639979) 2026-01-11T03:29Z 42.8K followers, [----] engagements "@ptuomov @Foulke_David Based on what Ive read theyd use market values and in theory they could hand over 5% of their shares (1% per year for 5) if that was their preference. Dont see anything aligned with what youve stated though again Im no expert" [X Link](https://x.com/EconomPic/status/2010391779322052920) 2026-01-11T16:42Z 42.8K followers, [--] engagements "Good luck NYC Today our [--] bedroom rent stabilized apartment in Astoria costs us $2000/month. In [----] this same apartment cost $290.60/month. What is this if not theft https://t.co/2Wbl9nzOfE Today our [--] bedroom rent stabilized apartment in Astoria costs us $2000/month. In [----] this same apartment cost $290.60/month. What is this if not theft https://t.co/2Wbl9nzOfE" [X Link](https://x.com/EconomPic/status/2010397367359680932) 2026-01-11T17:04Z 42.8K followers, 10.9K engagements "Current mood East 1) Pistons 2) Knicks 3) Sixers 4) Magic 5) Celtics 6) Raptors 7) Hawks 8) Cavs 9) Heat 10) Bucks West 1) Thunder 2) Spurs 3) Nuggets 4) Wolves 5) Rockets 6) Suns 7) Lakers 8) Warriors 9) Clippers 10) Blazers" [X Link](https://x.com/EconomPic/status/2010942190168785268) 2026-01-13T05:09Z 42.8K followers, [----] engagements "It's impossible to overstate how dirty Kerr has treated Kuminga (and pretty much every other young player not named Podz) throughout his career. I hope he gets to a team that values him and he thrives. Reporting for NBA Today on fifth-year forward Jonathan Kuminga demanding the Warriors for a trade and what's next: https://t.co/BIINN4XJ9E Reporting for NBA Today on fifth-year forward Jonathan Kuminga demanding the Warriors for a trade and what's next: https://t.co/BIINN4XJ9E" [X Link](https://x.com/EconomPic/status/2011901563460321457) 2026-01-15T20:41Z 42.8K followers, [----] engagements "@dunkrugering You can argue he shouldn't be getting 30+ MPG (though it wouldn't be my argument). I don't see any argument that he should be getting DNP'd when they need offense and size. Any lack of development is on Kerr who hasn't developed one young player in his career as coach or GM" [X Link](https://x.com/EconomPic/status/2011904293293735949) 2026-01-15T20:52Z 42.8K followers, [--] engagements "@SJD10304 @simos_chris @mmauskopf @paulrubillo @401kAnswersNow @AdviserCounsel @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Im down with a rebuild year of seeing how young guys can play. Thinking Pete wasnt worth $150 over [--] was a massive blunder even ignoring how much he meant to fans" [X Link](https://x.com/EconomPic/status/2012178031704473991) 2026-01-16T15:00Z 42.7K followers, [--] engagements "Offering Tucker [--] years $220MM and not even offering a similarly aged and talented Alonso a contract when he signs for [--] years $150MM deal elsewhere (when you need a right handed bat and 1B) was a terrible mistake from a baseball perspective even ignoring he actually loved NYC" [X Link](https://x.com/EconomPic/status/2012197243059671236) 2026-01-16T16:16Z 42.8K followers, [---] engagements "@mmauskopf @401kAnswersNow @paulrubillo @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized what are we doing is there any situation where bichette is better fit on paper than alonso" [X Link](https://x.com/EconomPic/status/2012238823149969737) 2026-01-16T19:01Z 42.7K followers, [--] engagements "@paulrubillo @mmauskopf @401kAnswersNow @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized it's almost as much total $$ for [--] vs [--] years" [X Link](https://x.com/EconomPic/status/2012239482939117701) 2026-01-16T19:04Z 42.8K followers, [--] engagements "@paulrubillo @mmauskopf @401kAnswersNow @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized pete would've signed [--] / [---] all day" [X Link](https://x.com/EconomPic/status/2012239612048265347) 2026-01-16T19:04Z 42.8K followers, [--] engagements "@AdviserCounsel @mmauskopf @401kAnswersNow @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized if he's good he's gone if he's bad he stays isn't great. especially when we're paying a 2B $30MM+ already to an old dude (actually [--] 2B $50MM+ already) and when our minor league stud (Jett) needs a position" [X Link](https://x.com/EconomPic/status/2012242994762485965) 2026-01-16T19:18Z 42.7K followers, [--] engagements "@AdviserCounsel @mmauskopf @401kAnswersNow @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized our offseason involved letting a 1B walk trading a LF trading for a 2B signing a 2B and trading for a SS. minor league stud is a 2B / SS. current needs are a 1B and a LF 🤦♂" [X Link](https://x.com/EconomPic/status/2012243489791111253) 2026-01-16T19:20Z 42.7K followers, [--] engagements "@401kAnswersNow @paulrubillo @mmauskopf @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Not at all. He stuck around after being basically told they didnt want him for another year. Mets wouldnt give him anything past [--] year that made any economic sense" [X Link](https://x.com/EconomPic/status/2012247339013177750) 2026-01-16T19:35Z 42.8K followers, [--] engagements "@paulrubillo @AdviserCounsel @mmauskopf @401kAnswersNow @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Feels like we have been reactive rather than proactive which isnt great. One would assume Baty is going to be dealt at this point" [X Link](https://x.com/EconomPic/status/2012247478242857213) 2026-01-16T19:35Z 42.8K followers, [--] engagements "@401kAnswersNow @AdviserCounsel @mmauskopf @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Nimmo for Semian is fine but then why sign two more middle infielders. Im a fan first you lean towards guys that made their careers from within and want to be there. The Alonso thing still makes no sense to me if youre willing pay guys that" [X Link](https://x.com/EconomPic/status/2012248215777943856) 2026-01-16T19:38Z 42.8K followers, [--] engagements "@401kAnswersNow @AdviserCounsel @mmauskopf @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Issue last year was pitching. All weve done this offseason is let our best pitcher from last year walk" [X Link](https://x.com/EconomPic/status/2012248626920399302) 2026-01-16T19:40Z 42.7K followers, [--] engagements "The most powerful person the world is not well and is surrounded by enablers NEW: @potus letter to @jonasgahrstore links @NobelPrize to Greenland reiterates threats and is forwarded by the NSC staff to multiple European ambassadors in Washington. I obtained the text from multiple officials: Dear Ambassador: President Trump has asked that the NEW: @potus letter to @jonasgahrstore links @NobelPrize to Greenland reiterates threats and is forwarded by the NSC staff to multiple European ambassadors in Washington. I obtained the text from multiple officials: Dear Ambassador: President Trump has" [X Link](https://x.com/EconomPic/status/2013156777504706766) 2026-01-19T07:49Z 42.8K followers, [----] engagements "Everyone: So were sabotaging global alliances and economic stability all because of an ego trip over a Nobel Prize MAGA: Wow you guys seriously need to seek help for your TDS" [X Link](https://x.com/EconomPic/status/2013273435993210905) 2026-01-19T15:32Z 42.8K followers, [----] engagements "@simos_chris @SJD10304 @mmauskopf @paulrubillo @nyjets @TR401 Cant believe he just turned [--] in September" [X Link](https://x.com/EconomPic/status/2013458917062574275) 2026-01-20T03:49Z 42.8K followers, [---] engagements "@SirKrispyiii @moseskagan nothing wrong with that sexual preference" [X Link](https://x.com/EconomPic/status/2013714506795372683) 2026-01-20T20:45Z 42.8K followers, [--] engagements "Current mood East 1) Pistons 2) Celtics 3) Knicks 4) Magic 5) Sixers 6) Raptors 7) Cavs 8) Hawks 9) Bucks 10) Heat West 1) Thunder 2) Spurs 3) Nuggets 4) Wolves 5) Rockets 6) Suns 7) Lakers 8) Clippers 9) Blazers 10) Warriors" [X Link](https://x.com/EconomPic/status/2013814661116809277) 2026-01-21T03:23Z 42.8K followers, [----] engagements "Pretty sure there isnt a need for Always or For Your Winter Storm Forecasting" [X Link](https://x.com/EconomPic/status/2014171572513173714) 2026-01-22T03:01Z 42.8K followers, [----] engagements "Mets decided to trade my favorite two major league players and favorite minor league prospect in one offseason. We have acquired RHP Freddy Peralta and RHP Tobias Myers from Milwaukee in exchange for RHP Brandon Sproat and minor league INF Jett Williams. Welcome to New York Freddy and Tobias https://t.co/2svOj1XtbY We have acquired RHP Freddy Peralta and RHP Tobias Myers from Milwaukee in exchange for RHP Brandon Sproat and minor league INF Jett Williams. Welcome to New York Freddy and Tobias https://t.co/2svOj1XtbY" [X Link](https://x.com/EconomPic/status/2014218060409053265) 2026-01-22T06:06Z 42.8K followers, [---] engagements "@jamessweeney50 Near the end of the cycle private credit limiting public credit supply and strong current fundamentals Pretty confident just owning similar duration treasuries will outperform next 5-10 years" [X Link](https://x.com/EconomPic/status/2014467255917281454) 2026-01-22T22:36Z 42.7K followers, [--] engagements "@BullandBaird @EddyElfenbein makes sense to me why people are concerned. printing your own currency only matters if there is a political desire to fund it. we're steamrolling into a world where i am way less certain than i should be that there will be" [X Link](https://x.com/EconomPic/status/2014803779082977499) 2026-01-23T20:53Z 42.7K followers, [---] engagements "@DaveNadig Market price still 20% below this revised figure Blackrock was getting paid on the higher AUM for years" [X Link](https://x.com/EconomPic/status/2015131463927410773) 2026-01-24T18:35Z 42.7K followers, [---] engagements "According the Trump Miller and Homeland Security comments if youre a white male carrying a permitted gun law enforcement has the right to view you as a terrorist threat and disarm you with defensive shots. I can only assume this rule applies in your own home" [X Link](https://x.com/EconomPic/status/2015195847680758228) 2026-01-24T22:51Z 42.7K followers, [--] engagements "I tend to lean ________ politically* and I believe Alex Pretti was holding a ______. * for everyone that wants to respond What if Im neither Not fair please ignore the poll pick one side or consider deleting your account. liberal / phone liberal / gun conservative / gun conservative / phone liberal / phone liberal / gun conservative / gun conservative / phone" [X Link](https://x.com/EconomPic/status/2015245713115111712) 2026-01-25T02:09Z 42.7K followers, [----] engagements "@SJD10304 @therealyoon Ha man its hard to imagine a coach doing a player dirtier thought he shouldve signed for less elsewhere just to get out" [X Link](https://x.com/EconomPic/status/2015255620484743177) 2026-01-25T02:49Z 42.7K followers, [---] engagements "Incredible Amazing chart https://t.co/8NmGHM9tbW Amazing chart https://t.co/8NmGHM9tbW" [X Link](https://x.com/EconomPic/status/2015816550037794867) 2026-01-26T15:58Z 42.7K followers, [----] engagements "This Bovino dude comes across as a poorly acted henchman from a 1980s B movie probably the easiest person in history to pin the blame on and clearly deserving" [X Link](https://x.com/EconomPic/status/2015819155136827750) 2026-01-26T16:08Z 42.7K followers, [----] engagements "@LizSimmie Guessing more like a central bank related squeeze looking at flows to ETFs (which arent insane compared to the price)" [X Link](https://x.com/EconomPic/status/2015819369771876506) 2026-01-26T16:09Z 42.7K followers, [--] engagements "https://x.com/NikoLeMieux/status/2015866814232723750s=20 Yesterday as I was walking through Minneapolis with a friend I saw this Lexus parked terribly and commented to him: get a load of this assholes terrible parking. By complete serendipity as if the universe itself was saying "be kinder with your spoken thoughts" right at that https://t.co/3ZX5DDK7YV https://x.com/NikoLeMieux/status/2015866814232723750s=20 Yesterday as I was walking through Minneapolis with a friend I saw this Lexus parked terribly and commented to him: get a load of this assholes terrible parking. By complete serendipity" [X Link](https://x.com/EconomPic/status/2015931617718764023) 2026-01-26T23:35Z 42.7K followers, [----] engagements "@Betsycashmoney Hoping it's one of these things that we can't comprehend. and then all of a sudden everyone does. A lot of it is because of the lens they view the world. Fox News was reporting through Homeland Security talking points yesterday. We are seeing signs. https://x.com/OfTheBraveUSA/status/2015833140212678816s=20 Fmr. MN Republican Gubernatorial Candidate Chris Madel: " Today I announced the end of my campaign I cannot support the national Republican stated retribution on the citizens of our state nor can I count myself a member of a party that would do so." https://t.co/btsfTz4NsF" [X Link](https://x.com/EconomPic/status/2015938680733761573) 2026-01-27T00:03Z 42.7K followers, [--] engagements "@Betsycashmoney But don't get me started on Stephen Miller. That's one I probably understand the least because in addition to being evil he has the charisma of a cold sore" [X Link](https://x.com/EconomPic/status/2015939048498724892) 2026-01-27T00:04Z 42.7K followers, [--] engagements "@MikePolicarNGP I think Ive been against it consistently but is that wrong" [X Link](https://x.com/EconomPic/status/2015964606691475482) 2026-01-27T01:46Z 42.7K followers, [---] engagements "@MikePolicarNGP I have the memory of a goldfish for certain things but I dont see myself defending an insider using that to make market gains" [X Link](https://x.com/EconomPic/status/2015966162660819309) 2026-01-27T01:52Z 42.7K followers, [--] engagements "Unpopular opinion: If I have to choose between Larry Ellison or the CCP controlling TikTok Im picking Larry Ellison every single time" [X Link](https://x.com/EconomPic/status/2016009249613390291) 2026-01-27T04:43Z 42.7K followers, [--] engagements "@Nonrelatedsense long short different market indices (long one country vs another) worked well pre [----]. not much since" [X Link](https://x.com/EconomPic/status/671862782422200320) 2015-12-02T01:25Z 42.8K followers, [--] engagements "@Nonrelatedsense @ritholtz @business kills $DBLTX" [X Link](https://x.com/EconomPic/status/682630738966147072) 2015-12-31T18:33Z 42.8K followers, [--] engagements "@syouth1 I get a different [--] yr result; daily sharpe is [--] for $DBLTX and [---] for $PIMIX Returns: 4.68% vs 8.63% StdDev: 2.42% vs 3.01%" [X Link](https://x.com/EconomPic/status/764123925450100736) 2016-08-12T15:38Z 42.8K followers, [--] engagements "@syouth1 both rock stars but interesting that $DBLTX about to underperform $TGLMX since inception" [X Link](https://x.com/EconomPic/status/764124121756164097) 2016-08-12T15:39Z 42.8K followers, [--] engagements "@corvuscap I never said it was. but $DBLTX sure isn't "core"" [X Link](https://x.com/EconomPic/status/764136633679564800) 2016-08-12T16:29Z 42.8K followers, [--] engagements "@corvuscap $DBLTX has a 5% weight to treasuries and corps" [X Link](https://x.com/EconomPic/status/764136839091408896) 2016-08-12T16:29Z 42.8K followers, [--] engagements "@Nonrelatedsense I'd rather buy at a 20% discount if I wanted to play that game" [X Link](https://x.com/EconomPic/status/796742160900947972) 2016-11-10T15:51Z 42.8K followers, [--] engagements "NEW POST: A Dynamic Approach to Factor Allocation http://econompicdata.blogspot.com/2016/12/a-dynamic-approach-to-factor-allocation.html http://econompicdata.blogspot.com/2016/12/a-dynamic-approach-to-factor-allocation.html" [X Link](https://x.com/EconomPic/status/808421178280812544) 2016-12-12T21:20Z 42.8K followers, [--] engagements "Find me a prettier chart since February lows than this" [X Link](https://x.com/EconomPic/status/823961082465132544) 2017-01-24T18:30Z 42.8K followers, [--] engagements "@kylet___ I was under impression flows to $DBLTX have been large. Did he close it If not just talk" [X Link](https://x.com/EconomPic/status/894990574994022401) 2017-08-08T18:35Z 42.8K followers, [--] engagements "My wife just sent me a picture of us with our now almost [--] year old from when he was a baby. "The days are long but the years are short" is probably the most accurate statement about parenting that exists" [X Link](https://x.com/EconomPic/status/929106498717827072) 2017-11-10T22:00Z 42.8K followers, [---] engagements "Do I have to be the one that tells the Bond King that $JNK has a positive return since November 1st and has also outperformed the Agg index https://x.com/truthgundlach/status/954095010181365761 JUnk Bond ETF JNK has been below its 200-day moving average every day but one since Nov 1st Amazing given SPX is up almost 9% since then. https://x.com/truthgundlach/status/954095010181365761 JUnk Bond ETF JNK has been below its 200-day moving average every day but one since Nov 1st Amazing given SPX is up almost 9% since then" [X Link](https://x.com/EconomPic/status/954098328362340352) 2018-01-18T21:09Z 42.8K followers, [--] engagements "@Nonrelatedsense It is. so $JNK has outperformed $DBLTX since November 1st" [X Link](https://x.com/EconomPic/status/954102106918592512) 2018-01-18T21:24Z 42.8K followers, [--] engagements "$JNK has outperformed Treasuries the Agg Index and even $DBLTX year-to-date but it is a terrible way to gain high yield exposure and has underperformed the high yield category (which itself is still positive YTD). https://x.com/truthgundlach/status/958456222247616512 JNK ETF now down YTD. If rates keep rising I expect JNK to underperform Treasuries. Even more likely if rates fall. Not a good JNK set-up. https://x.com/truthgundlach/status/958456222247616512 JNK ETF now down YTD. If rates keep rising I expect JNK to underperform Treasuries. Even more likely if rates fall. Not a good JNK set-up" [X Link](https://x.com/EconomPic/status/958492763741331456) 2018-01-31T00:10Z 42.8K followers, [--] engagements "@DavidTaggart @maybebullish Im holding out for $BUYY where I receive all the glorious buybacks" [X Link](https://x.com/EconomPic/status/961457706128130048) 2018-02-08T04:32Z 42.8K followers, [--] engagements "@markrmccracken There was certainly event risk last week but over their lives $XIX / $SVXY have provided a good way to bet against tail risk and if sized correctly they have still provided strong returns for those that have provided that insurance" [X Link](https://x.com/EconomPic/status/963055384872206336) 2018-02-12T14:21Z 42.8K followers, [--] engagements "@EricBalchunas @Nonrelatedsense @TFMkts I personally just want my bond manager to provide either the highest returns possible per unit of risk ($PIMIX or $DBLTX) or the highest returns possible while being constrained somewhat by the main factors exposures in the index (core plus)" [X Link](https://x.com/EconomPic/status/964505703820873728) 2018-02-16T14:24Z 42.8K followers, [--] engagements "I would formally like to apologize to Yahoo Finance for insulting their revamp last year as the recent Google Finance revamp is perhaps the worst update of any website in the history of the Internet" [X Link](https://x.com/EconomPic/status/974359247445045248) 2018-03-15T18:58Z 42.8K followers, [---] engagements "You: I cant believe Facebook is collecting / monetizing my personal information #DeleteFacebook Also you: Alexa whats my social security number" [X Link](https://x.com/EconomPic/status/976298522931687424) 2018-03-21T03:24Z 42.7K followers, [---] engagements "Wealthfront put $700mm of their clients money into a proprietary fund without a live track record that they modeled having 4% a year higher returns than the established AQR Risk Parity Fund (left). . [--] 1/2 months in (right)" [X Link](https://x.com/EconomPic/status/996533075038224385) 2018-05-15T23:29Z 42.7K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@EconomPic JakeJake posts on X about mlb, espnbet, in the, $dbltx the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 21.77% stocks 5.44% countries 3.4% technology brands 3.4% cryptocurrencies 2.72% nba 2.72% automotive brands 1.36% social networks 1.36% celebrities 0.68% exchanges 0.68%
Social topic influence mlb 6.8%, espnbet 6.8%, in the 6.12%, $dbltx 6.12%, if you 3.4%, money 3.4%, mets 3.4%, ai 2.72%, fine 2.72%, health 2.72%
Top accounts mentioned or mentioned by @advisercounsel @sjd10304 @mebfaber @paulrubillo @simoschris @mmauskopf @401kanswersnow @joecruznyc @ernestdove @flagshipwmg @twksicem @rickgldny @justincahi75902 @cdelahunt1 @cubbieblue4lyfe @amb57183198 @jimmahar @denisekshull @baseballref @mlb
Top assets mentioned Strategy (MSTR) Metadium (META) SPDR GOLD ETF (GLD) Trex Company, Inc. (TREX)
Top posts by engagements in the last [--] hours
"@blehayne @BillSimmons If [--] spots only will increase tanking IMO as all [--] compete for [--] spots I like the [--] point idea https://x.com/EconomPic/status/1851693481435234813s=20 My hairbrained solution. This court with dunks counting as 3's. If you foul the person dunking they can get a [--] point play if they give you a facial but if they miss. they only get [--] shots. https://t.co/JupuFJKLWI https://x.com/EconomPic/status/1851693481435234813s=20 My hairbrained solution. This court with dunks counting as 3's. If you foul the person dunking they can get a [--] point play if they give you a facial but if"
X Link 2026-02-11T17:15Z 42.8K followers, [--] engagements
"@EricBalchunas @RealEJAntoni fwiw the private employment trend has moved materially lower the last year the chart shown is one month from a year ago vs one month now"
X Link 2026-02-11T16:11Z 42.8K followers, [---] engagements
"@cullenroche Short term could see demand pickup for physical labor as people shift away from computers (now going to AI overlords) to manual services / in person work until robots potentially come (which I assume is much further away). Could be boom for lowest income / middle income pain"
X Link 2026-02-11T20:18Z 42.8K followers, [----] engagements
"Getting jammed into a retail retirement portfolio near you"
X Link 2026-02-10T17:04Z 42.8K followers, [----] engagements
"@buccocapital @AdviserCounsel Robos are already dirt cheap and good enough for most but they cant scale"
X Link 2026-02-11T02:54Z 42.8K followers, [---] engagements
"@AdviserCounsel @buccocapital I guess my view is most advice doesnt need to be customized. I do think AI can improve these robos (and advisors for that matter theyll both embed it) but not nearly as sure as it will replace advisors or even put margin pressure on them"
X Link 2026-02-11T03:44Z 42.8K followers, [--] engagements
"NBA needs to start threatening the removal of draft picks for blatant tanking. Trade your players to other teams if you want to ruin your chance of winning. Sitting stars to lose is shameful. Asked Jazz coach Will Hardy how close he was to putting Lauri Markkanen or Jaren Jackson Jr. in the game in the fourth quarter. I wasnt. https://t.co/bZcEkCo8WA Asked Jazz coach Will Hardy how close he was to putting Lauri Markkanen or Jaren Jackson Jr. in the game in the fourth quarter. I wasnt. https://t.co/bZcEkCo8WA"
X Link 2026-02-10T05:30Z 42.8K followers, [----] engagements
"@John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright @MikeDonnellyJr @Bonecondor @AdvisorMikeL @LizSimmie @MebFaber @RyanMGavin @Prashanth_Krish @andrew_reed @HighyieldHarry @AdamSinger @JSeyff @AlexPickard @ByrneHobart @M_C_Klein @syouth1 @HML_Compounder @ferventfinance HT @colby__donovan"
X Link 2026-02-11T23:34Z 42.8K followers, [----] engagements
"@John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright @MikeDonnellyJr @Bonecondor @AdvisorMikeL @LizSimmie @MebFaber @RyanMGavin @Prashanth_Krish @andrew_reed @HighyieldHarry @AdamSinger @JSeyff @AlexPickard @ByrneHobart @M_C_Klein @syouth1 @HML_Compounder HT @ferventfinance"
X Link 2026-02-05T18:02Z 42.8K followers, [----] engagements
"Many of our elected officials arent just evil through their inaction theyre apparently also mentally challenged"
X Link 2026-02-11T04:39Z 42.8K followers, [----] engagements
"@BillSimmons Shorter season Rules to de-incentivize 3s Severely punish tanking Limit in season trades Require players to play more games to earn full contract Random lottery draft or incorporate relegation"
X Link 2026-02-11T17:05Z 42.8K followers, [----] engagements
"Kid fucking is fine if stocks are hitting ATHs https://x.com/atrupar/status/2021616690786599397s=20 Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The Dow is over [-----] right now. The S&P at almost [----] and the Nasdaq smashing records. That's what we should be talking about." https://t.co/wZVxfnaiUr https://x.com/atrupar/status/2021616690786599397s=20 Bondi crashes out over Epstein: "The Dow is over [-----] dollars I don't know why you're laughing. You're a great stock trader as I hear Raskin. The"
X Link 2026-02-11T17:16Z 42.8K followers, [----] engagements
"Volatility laundering"
X Link 2026-02-11T21:15Z 42.8K followers, [----] engagements
"Actually. no clue where this figure possibly came from. $30T in debt. So even if financing costs went down 1% (it wouldn't as all debt wouldn't need to be refinanced) it would be $300B. In reality Gemini says less than $100B "
X Link 2026-02-11T23:10Z 42.8K followers, [----] engagements
"Whoo boy https://x.com/shahh/status/2021615403852591489s=20 oh boy we might actually be fucked https://t.co/E9Yz3e1tsk https://x.com/shahh/status/2021615403852591489s=20 oh boy we might actually be fucked https://t.co/E9Yz3e1tsk"
X Link 2026-02-11T23:14Z 42.8K followers, [----] engagements
"Since turning into a BTC closed-end fund $MSTR has raised $51.1B in equity ($6.9B in preferreds) and $8.2B in debt. Theyve poured this $59.3B into an asset up 500% since they started resulting in an enterprise value $3B less than what he raised including his software biz"
X Link 2026-02-11T23:26Z 42.8K followers, [----] engagements
"@BillSimmons https://x.com/Tjonesonthenba/status/2022078298327855172s=20 The Jazz knew about JJJs knee previously. They were going to shut him down. Jaren was adamant that he wanted to play once at home before the surgery. They set his restriction at [--] minutes. Thats one reason he didnt play in the previous fourth quarters per sources https://x.com/Tjonesonthenba/status/2022078298327855172s=20 The Jazz knew about JJJs knee previously. They were going to shut him down. Jaren was adamant that he wanted to play once at home before the surgery. They set his restriction at [--] minutes. Thats one"
X Link 2026-02-13T01:51Z 42.8K followers, [----] engagements
"@BillSimmons $500K is a joke but it's a start"
X Link 2026-02-13T15:26Z 42.8K followers, [---] engagements
"The new @DKThomp podcast about AI is frightening in terms of how large the threat is to society over the next few years and how little anyone with power seems concerned with what seems like much needed policy This will be THE issue for the next election https://overcast.fm/+AA1LedB34Bk https://overcast.fm/+AA1LedB34Bk"
X Link 2026-02-13T20:30Z 42.8K followers, [----] engagements
"AI is the most underrated story of the past few decades is a contrarian take that I truly believe as of this moment"
X Link 2026-02-13T20:41Z 42.8K followers, [---] engagements
"FYI. the interpretation of the calculation is wrong. CPI does not claim health insurance costs are down this is health insurance earnings. The lower numebr means people are using MORE of the higher cost of premiums on health care which are in other areas of healthcare CPI. The most absurd number in CPI According to the US Government the cost of health insurance has declined 20% over the last [--] years. https://t.co/9LsyGWV0jO The most absurd number in CPI According to the US Government the cost of health insurance has declined 20% over the last [--] years. https://t.co/9LsyGWV0jO"
X Link 2026-02-13T22:07Z 42.8K followers, [----] engagements
"Example If in [----] a $100 premium covered $80 of used care leaving $20 in insurance earnings But in [----] a $200 premium covered $190 in care leaving just $10 in earnings Premiums doubled but profits dropped The spike reflects rising healthcare costs not higher insurance"
X Link 2026-02-13T22:11Z 42.8K followers, [---] engagements
"Pretty soon military vets will only be eligible to go to Trump University Wake up nerds new school ranking list just dropped from the DODs Make America Stupid Again campaign 🫡😂 https://t.co/16pHdvQ1t4 Wake up nerds new school ranking list just dropped from the DODs Make America Stupid Again campaign 🫡😂 https://t.co/16pHdvQ1t4"
X Link 2026-02-13T23:22Z 42.8K followers, [----] engagements
"Does he think Treasuries are all floating rate .@POTUS: "Interest rates should be lower. Every point is $600 billion. if we went down two points we don't have a deficit anymoreand that's without cutting. When you think about it it's a paper charge. We should be the lowest interest rate in the world." https://t.co/IN7iICLEpW .@POTUS: "Interest rates should be lower. Every point is $600 billion. if we went down two points we don't have a deficit anymoreand that's without cutting. When you think about it it's a paper charge. We should be the lowest interest rate in the world.""
X Link 2026-02-11T22:51Z 42.8K followers, [----] engagements
"@BillSimmons NBA: "we need to create a new all-star game format where the players care" Also the NBA: "we don't care if teams sit their players when they have a lead or pretend their players are injured to intentionally lose regular season games""
X Link 2026-02-12T19:00Z 42.8K followers, [---] engagements
"@syouth1 so confused"
X Link 2026-02-13T23:32Z 42.8K followers, [---] engagements
"@syouth1 the "0/0 basis" almost makes it seem like the paid the entire gain of SpaceX just to exit out of the SPV which would be insane"
X Link 2026-02-14T00:42Z 42.8K followers, [--] engagements
"@DannyDayan5 More FYI as when I found out I was surprised. It's not health insurance premiums. it's health insurance retained earnings. Need to look at other categories for costs. What this means is people are using more of the higher cost of premiums"
X Link 2026-01-13T22:34Z 42.8K followers, [----] engagements
"He's not wrong. the dollar is up almost 500% over the last year vs TRUMP coin Trump: The value of dollar is great. It's doing great. Trump: The value of dollar is great. It's doing great"
X Link 2026-01-27T20:56Z 42.8K followers, [----] engagements
"To understand the scale of this CAPEX. $135B is almost 0.5% of total US GDP. $META CFO issues FY26 capex guidance $115135B vs. $70B in FY25 YoY increase of +64% to +93%: "We anticipate [----] capex. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta Superintelligence Labs efforts and core business" https://t.co/2UH98w0tA5 $META CFO issues FY26 capex guidance $115135B vs. $70B in FY25 YoY increase of +64% to +93%: "We anticipate [----] capex. to be in the range of $115-135B with Y/Y growth driven by increased investment to support our Meta"
X Link 2026-01-28T21:21Z 42.8K followers, 15.3K engagements
"$135B is more than the GDP in the following states New Hampshire Idaho Hawaii West Virginia Delaware Maine Rhode Island Montana South Dakota North Dakota Alaska Wyoming Vermont"
X Link 2026-01-28T21:41Z 42.8K followers, [----] engagements
"A buyer of BTC since $10k never sold and currently sitting on an unrealized loss Impressive"
X Link 2026-02-02T03:24Z 42.8K followers, 24.2K engagements
"@John_Hempton @ActuallyFinance @CliffordAsness @IrvingSwisher @NateGeraci @BullandBaird @cullenroche @Convertbond @realDonaldTrump @choffstein @Me @dopamine_uptake @BoringBiz_ @bennpeifert @Foulke_David @LoganMohtashami @Matt_Wiens @scuttleblurb @kylascan @QuietProsperity @JC_ParetsX @TheStalwart @FinTwitAnons @jclooce @RPSeawright @MikeDonnellyJr @Bonecondor @AdvisorMikeL @LizSimmie @MebFaber @RyanMGavin @Prashanth_Krish @andrew_reed @HighyieldHarry @AdamSinger @JSeyff @AlexPickard @ByrneHobart @M_C_Klein @syouth1 HT @HML_Compounder"
X Link 2026-02-02T03:43Z 42.8K followers, 17.5K engagements
"Current mood East 1) Pistons 2) Knicks 3) Celtics 4) Cavs 5) Sixers 6) Raptors 7) Magic 8) Hawks 9) Heat 10) Hornets West 1) Thunder 2) Nuggets 3) Spurs 4) Wolves 5) Rockets 6) Suns 7) Clippers 8) Lakers 9) Blazers 10) Warriors"
X Link 2026-02-02T17:25Z 42.8K followers, [----] engagements
"$GLD collects a $700mm run rate in expenses"
X Link 2026-02-05T07:13Z 42.8K followers, [----] engagements
"It's 9/17/24. T-REX launches 2x ($MSTU) and -2x MSTR ($MSTZ) ETFs. Rather than go long $MSTR you think. "I'd like to do well if MSTR goes up or down" $1000 in MSTR on that date is now worth $850 $500 in $MSTZ + $500 in $MSTU is worth a combined $220"
X Link 2026-02-05T17:55Z 42.8K followers, [----] engagements
"While $MSTR still has a strong long term return for initial shareholders given the timing of equity issuance and BTC purchases Gemini estimates the DWAR (dollar weighted average return) across investors to be -12% to- 18% annualized. This sounds high to me. anyone with a calc"
X Link 2026-02-05T21:18Z 42.8K followers, [----] engagements
"Post trade deadline mood East 1) Pistons 2) Knicks 3) Celtics 4) Cavs 5) Sixers 6) Raptors 7) Magic 8) Hornets 9) Hawks 10) Heat West 1) Thunder 2) Nuggets 3) Wolves 4) Spurs 5) Rockets 6) Suns 7) Lakers 8) Blazers 9) Warriors 10) Clippers"
X Link 2026-02-05T22:12Z 42.8K followers, [----] engagements
"You have got to be 💩 me"
X Link 2026-02-06T23:05Z 42.8K followers, [----] engagements
"@BobEUnlimited @macrocephalopod @nishantkumar07 Any guess what % of hedge fund PMs with $1B have a net sharpe of [--] I would guess very few"
X Link 2026-02-07T04:27Z 42.8K followers, [---] engagements
"Everyone was connected to this kid fucker https://www.cbsnews.com/news/howard-lutnick-jeffrey-epstein-in-business-together/# https://www.cbsnews.com/news/howard-lutnick-jeffrey-epstein-in-business-together/#"
X Link 2026-02-07T04:46Z 42.8K followers, [----] engagements
"I had no idea so many people thought SF was such a shit hole its literally one of the most beautiful cities in the world has amazing food and very low violent crime. Most of its issues are self inflicted (recently improving) and mostly applicable if you actually live here"
X Link 2026-02-08T15:52Z 42.8K followers, [----] engagements
"Explain to me how this is completely different than what the Black Sox did The Jazz (like the Black Sox) are doing their best to lose games for financial reasons. They just happen to be doing it through intentional personnel decisions"
X Link 2026-02-10T05:37Z 42.8K followers, [----] engagements
"@RyanDetrick i would imagine home equity per capita is also highest"
X Link 2026-02-10T16:45Z 42.8K followers, [---] engagements
"@Betsycashmoney WAY worse to sit healthy players IMO. In the case of the Wizards the trades are more than fine. the sitting them out regardless of health is lame"
X Link 2026-02-10T17:00Z 42.8K followers, [---] engagements
"@77cyko do we want inflation"
X Link 2026-02-10T22:32Z 42.8K followers, [--] engagements
"@Nonrelatedsense @alphaarchitect @choffstein @JeremyDSchwartz 90/60 so a 66% allocation gets you 60/40 portfolio and leaves 33% for alpha product"
X Link 2017-11-18T19:22Z 42.8K followers, [--] engagements
"https://x.com/BillAckman/status/2005710812359622840s=20 On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative consequences that have occurred in every country that has launched such a tax. https://x.com/BillAckman/status/2005710812359622840s=20 On the topic of billionaires and wealth taxes in California I am opposed to wealth taxes because they effectively represent an expropriation of private property and have many unintended and negative"
X Link 2025-12-30T05:54Z 42.8K followers, [----] engagements
"@GestaltU @HML_Compounder The counter is if youre borrowing against assets with gains you are monetizing those gains irrespective of whether its part of a strategy or spending IMO the easier way is still a death tax but people hate that for some reason"
X Link 2025-12-30T17:54Z 42.8K followers, [---] engagements
"TBF it would be kinda weird to refer to TSLA as a growth company"
X Link 2025-12-30T18:38Z 42.8K followers, [----] engagements
"@epnohelty @GestaltU @HML_Compounder if you have good financial planning in many case you are not taxing after tax assets. to me getting rid of basis step up / being more restrictive on trust is the same thing as fixing the death tax"
X Link 2025-12-30T22:16Z 42.8K followers, [--] engagements
"Not a growth company"
X Link 2026-01-05T16:50Z 42.8K followers, [----] engagements
"This is a doozy. A quick and dirty calc estimates investors lost $300mm in YieldMax funds with a one year history over the last year. and if all taxable may owe $3B+ in taxes"
X Link 2026-01-05T18:54Z 42.8K followers, [----] engagements
"@The_Analyst https://x.com/DavidTaggart/status/1997865623745888741s=20 @EconomPic @donnelly_brent Yeah trying to be "woe is me because im spending all my money chasing the Joneses so hard I "have to" buy nice cars food clothes etc to keep up" vs "I am spending all my money to have a roof put food on the table and send Billy to school with shoes on" They might both be https://x.com/DavidTaggart/status/1997865623745888741s=20 @EconomPic @donnelly_brent Yeah trying to be "woe is me because im spending all my money chasing the Joneses so hard I "have to" buy nice cars food clothes etc to keep up""
X Link 2026-01-05T19:08Z 42.8K followers, [---] engagements
"@The_Analyst TLDR The ability to spend more money on things doesn't make you poorer. If you have $10M and spend it all on a boat you aren't poor. If you have $0 in the bank but enough Social Security to survive you aren't wealthy"
X Link 2026-01-05T19:16Z 42.8K followers, [---] engagements
"@stevehou Which bubble"
X Link 2026-01-05T19:35Z 42.8K followers, [----] engagements
"@donnelly_brent @The_Analyst @DavidTaggart $470k in [----] $$. that is [--] fancy cars 2-3 kids college paid for 4000sqft mcmansion. and there are 2x more of them now"
X Link 2026-01-05T23:34Z 42.8K followers, [---] engagements
"@donnelly_brent @The_Analyst @DavidTaggart People see salary inflation as deserved price inflation as punishment and typically ignore real purchasing power (which is really all that matters)"
X Link 2026-01-06T02:17Z 42.8K followers, [---] engagements
"@conorsen 30% is meaningless https://x.com/LoganMohtashami/status/1956052807955403240s=20 @EconomPic Yes the big players have always been mom and pop this data has the highest percentage of investors % too https://t.co/8jVQRZDpV1 https://x.com/LoganMohtashami/status/1956052807955403240s=20 @EconomPic Yes the big players have always been mom and pop this data has the highest percentage of investors % too https://t.co/8jVQRZDpV1"
X Link 2026-01-07T18:08Z 42.8K followers, 38K engagements
"If Trump next bans private equity from participating in 1) health care 2) youth sports 3) EMT / fire departments businesses 4) college sports 5) professional sports 6) entertainment 7) pretty much anything I'll be a happy man"
X Link 2026-01-07T18:14Z 42.8K followers, [----] engagements
"@LoganMohtashami @conorsen Whats your definition of mom and pop"
X Link 2026-01-07T18:35Z 42.8K followers, [----] engagements
"@geraldothe5th @conorsen this is a chart of total home purchases"
X Link 2026-01-07T19:15Z 42.8K followers, [---] engagements
"@ahoelzel @conorsen Yoko Brono. I am for these investors to BUILD housing for renters. Not take existing supply away from potential homeowners"
X Link 2026-01-07T19:23Z 42.8K followers, [--] engagements
"@AdviserCounsel Good thing lots of people don't want to live in a stock"
X Link 2026-01-07T22:48Z 42.8K followers, [---] engagements
"The left tail on this ain't pretty. 🚨🚨🚨 Tim Walz Says he is activating the National Guard: "I've issued a warning order to prepare the Minnesota National Guard these National Guard troops are our National Guard troops. Minnesota will not allow our community to be used as a prop in a national political fight." 🚨🚨🚨 Tim Walz Says he is activating the National Guard: "I've issued a warning order to prepare the Minnesota National Guard these National Guard troops are our National Guard troops. Minnesota will not allow our community to be used as a prop in a national political fight.""
X Link 2026-01-07T22:56Z 42.8K followers, [----] engagements
"@Hauge319 guessing more likely the national guard ends up joining them but i hope to not find out"
X Link 2026-01-07T22:57Z 42.8K followers, [---] engagements
"Really not one reason I can think of that the Jets shouldn't fire Glenn and hire Harbaugh if he were willing to end his career on an even worse note https://www.nbcmiami.com/news/sports/nfl/ravens-fire-john-harbaugh/3744973/ https://www.nbcmiami.com/news/sports/nfl/ravens-fire-john-harbaugh/3744973/"
X Link 2026-01-08T18:10Z 42.8K followers, [----] engagements
"The answer is obviously build more homes (long cycle) + incentivize boomers living in WAY TOO LARGE HOMES to downsize so young families can use the larger space (could be nearer term) but you DO NEED policies that create assured demand so builders will build. Fastest is rates. This is correct. This is correct"
X Link 2026-01-08T18:14Z 42.8K followers, [----] engagements
"1) spreads of mortgage bonds are. already tight 2) this seems more like a handout to holders of existing mortgages NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi NEW: Trump says he's instructing unnamed representatives to buy $200 billion in MBS in a bid to narrow mortgage spreads and bring down rates. https://t.co/gTX89jVCfi"
X Link 2026-01-08T22:11Z 42.8K followers, [----] engagements
"@MebFaber I don't know man. if China ever offered $500k per person to take over Puerto Rico I would hope (though certainly wouldn't be confident) that they wouldn't vote for it. The view that citizens could simply be bought off (especially smaller sized countries) is pretty dystopian"
X Link 2026-01-09T18:11Z 42.8K followers, [----] engagements
"@MebFaber It's not "bought off" it's just "how much money would it take". C'mon now. Let's just have private equity come in. maybe life under KKR management would be even better"
X Link 2026-01-09T18:19Z 42.8K followers, [---] engagements
"How long until Private Equity starts adding "Sovereign Takeouts" to their portfolios "We've recently added to our stake in Puerto Rico as a diversifier to existing Greenland exposure." Honestly $500000 per person for Greenland seems like a great deal. Who says no Honestly $500000 per person for Greenland seems like a great deal. Who says no"
X Link 2026-01-09T18:20Z 42.8K followers, [----] engagements
""We've identified significant Alpha in the Baltics. By sunsetting the current legacy judicial system and migrating 'Citizens' to a tiered SaaS model we expect to see a 15% increase in EBITDA per capita by Q4.""
X Link 2026-01-09T18:22Z 42.8K followers, [---] engagements
""Excited to announce the merger of our Uruguay and Paraguay portfolios. By consolidating their central banks into a single shared-service center and rebranding the combined entity as 'Pampas+' weve achieved massive back-office synergies.""
X Link 2026-01-09T18:23Z 42.8K followers, [---] engagements
"@DavidTaggart @MebFaber ignore my DB comment. is it more a function that US is backed by private funds and europe by public funds"
X Link 2026-01-09T18:29Z 42.8K followers, [---] engagements
"@MebFaber @DavidTaggart @michaelbatnick @TheCompoundNews @fundstrat @WSJ interesting that EU real estate is relatively cheap"
X Link 2026-01-09T18:40Z 42.8K followers, [---] engagements
"@MebFaber @Broncos Top [--] I'm going NJ PA NY NC MD DE east coast and CA NV AZ OR west coast Don't think I could do cold cold at this point or IL (Chi-town) might be #1"
X Link 2026-01-09T18:59Z 42.8K followers, [---] engagements
"@MebFaber @77cyko @Broncos yeah. at some point need to get to there to thank everyone for our new head coach"
X Link 2026-01-09T19:50Z 42.8K followers, [---] engagements
"Pro tip. Do not ever incentivize a manager to reach for yield and especially without penalizing them for losing your money and especially in a vehicle they can lock up. Virtus recently bought Keystone which runs $2B private credit tender-offer fund for 'qualified clients'. To expand access they're lifting QC requirement and changing incentive fee from one based on net profit (ie net inc+gains/losses) to net income only. https://t.co/UqBIPbQaNt Virtus recently bought Keystone which runs $2B private credit tender-offer fund for 'qualified clients'. To expand access they're lifting QC"
X Link 2026-01-09T22:05Z 42.8K followers, [----] engagements
"@MebFaber @GestaltU Vote on A"
X Link 2026-01-09T22:08Z 42.8K followers, [---] engagements
"@DavidTaggart @MebFaber @Broncos Ill take where I live in the Bay Area over Reno but I can see the draw if I liked to ski City to me is a few million people within an hour drive Bay Area seems quaint after living in NYC for a decade"
X Link 2026-01-09T22:12Z 42.8K followers, [--] engagements
"@MebFaber @GestaltU "Against the insidious wiles of foreign influence. the jealousy of a free people ought to be constantly awake since history and experience prove that foreign influence is one of the most baneful foes of republican government." - George Washington"
X Link 2026-01-09T22:38Z 42.8K followers, [---] engagements
"With today's mortgage rally the spread (OAS) of the Bloomberg US Agg Index is the narrowest since September [----]. [--] bps above Treasuries Love when we can put some #'s on liquidity and signaling Agency MBS is a $7.4T market that trades almost $400B daily so $200B represents a 2.7% share of outstanding MBS and 1/2 of daily traded volum MBS (as defined by ETF $MBB) has outperformed Treasuries by [--] bps today https://t.co/24gZ6ldK3w Love when we can put some #'s on liquidity and signaling Agency MBS is a $7.4T market that trades almost $400B daily so $200B represents a 2.7% share of outstanding"
X Link 2026-01-10T00:29Z 42.8K followers, [----] engagements
"I have no idea what the actual secondary affects of this could be but if I had a FICO [---] and needed access to credit I would transfer as much out of my credit card tonight before its frozen BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG BREAKING: President Trump calls for a 10% cap on credit card interest rates for one year effective January 20th. https://t.co/vsRmrz8yBG"
X Link 2026-01-10T02:05Z 42.8K followers, 10.2K engagements
"@SJD10304 @paulrubillo @simos_chris @nyjets The good news is with that plan we have a good shot at the #1 in 2027"
X Link 2026-01-10T03:48Z 42.8K followers, [--] engagements
"@awealthofcs I watched Mendoza last year out here at Cal he was fine. He did not exhibit the potential to be the best college QB Ive seen in years"
X Link 2026-01-10T03:50Z 42.8K followers, [----] engagements
"I really would love to know how these funds compare to just owning $QQQ with the same cash flow timing (something apparently known as Kaplan-Schoar PME). I assume (perhaps incorrectly) that just owning $QQQ would be a very challenging hurdle. Did I mention that we have returns data https://t.co/slUkX56jYF Did I mention that we have returns data https://t.co/slUkX56jYF"
X Link 2026-01-11T03:25Z 42.8K followers, [----] engagements
"I've seen clients FURIOUS at active manager mutual fund managers who charge [--] bps and return high double digits for a decade because they consistently trailed the index. Do VC funds (which charge multiples more) avoid this scrutiny"
X Link 2026-01-11T03:29Z 42.8K followers, [----] engagements
"@ptuomov @Foulke_David Based on what Ive read theyd use market values and in theory they could hand over 5% of their shares (1% per year for 5) if that was their preference. Dont see anything aligned with what youve stated though again Im no expert"
X Link 2026-01-11T16:42Z 42.8K followers, [--] engagements
"Good luck NYC Today our [--] bedroom rent stabilized apartment in Astoria costs us $2000/month. In [----] this same apartment cost $290.60/month. What is this if not theft https://t.co/2Wbl9nzOfE Today our [--] bedroom rent stabilized apartment in Astoria costs us $2000/month. In [----] this same apartment cost $290.60/month. What is this if not theft https://t.co/2Wbl9nzOfE"
X Link 2026-01-11T17:04Z 42.8K followers, 10.9K engagements
"Current mood East 1) Pistons 2) Knicks 3) Sixers 4) Magic 5) Celtics 6) Raptors 7) Hawks 8) Cavs 9) Heat 10) Bucks West 1) Thunder 2) Spurs 3) Nuggets 4) Wolves 5) Rockets 6) Suns 7) Lakers 8) Warriors 9) Clippers 10) Blazers"
X Link 2026-01-13T05:09Z 42.8K followers, [----] engagements
"It's impossible to overstate how dirty Kerr has treated Kuminga (and pretty much every other young player not named Podz) throughout his career. I hope he gets to a team that values him and he thrives. Reporting for NBA Today on fifth-year forward Jonathan Kuminga demanding the Warriors for a trade and what's next: https://t.co/BIINN4XJ9E Reporting for NBA Today on fifth-year forward Jonathan Kuminga demanding the Warriors for a trade and what's next: https://t.co/BIINN4XJ9E"
X Link 2026-01-15T20:41Z 42.8K followers, [----] engagements
"@dunkrugering You can argue he shouldn't be getting 30+ MPG (though it wouldn't be my argument). I don't see any argument that he should be getting DNP'd when they need offense and size. Any lack of development is on Kerr who hasn't developed one young player in his career as coach or GM"
X Link 2026-01-15T20:52Z 42.8K followers, [--] engagements
"@SJD10304 @simos_chris @mmauskopf @paulrubillo @401kAnswersNow @AdviserCounsel @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Im down with a rebuild year of seeing how young guys can play. Thinking Pete wasnt worth $150 over [--] was a massive blunder even ignoring how much he meant to fans"
X Link 2026-01-16T15:00Z 42.7K followers, [--] engagements
"Offering Tucker [--] years $220MM and not even offering a similarly aged and talented Alonso a contract when he signs for [--] years $150MM deal elsewhere (when you need a right handed bat and 1B) was a terrible mistake from a baseball perspective even ignoring he actually loved NYC"
X Link 2026-01-16T16:16Z 42.8K followers, [---] engagements
"@mmauskopf @401kAnswersNow @paulrubillo @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized what are we doing is there any situation where bichette is better fit on paper than alonso"
X Link 2026-01-16T19:01Z 42.7K followers, [--] engagements
"@paulrubillo @mmauskopf @401kAnswersNow @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized it's almost as much total $$ for [--] vs [--] years"
X Link 2026-01-16T19:04Z 42.8K followers, [--] engagements
"@paulrubillo @mmauskopf @401kAnswersNow @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized pete would've signed [--] / [---] all day"
X Link 2026-01-16T19:04Z 42.8K followers, [--] engagements
"@AdviserCounsel @mmauskopf @401kAnswersNow @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized if he's good he's gone if he's bad he stays isn't great. especially when we're paying a 2B $30MM+ already to an old dude (actually [--] 2B $50MM+ already) and when our minor league stud (Jett) needs a position"
X Link 2026-01-16T19:18Z 42.7K followers, [--] engagements
"@AdviserCounsel @mmauskopf @401kAnswersNow @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized our offseason involved letting a 1B walk trading a LF trading for a 2B signing a 2B and trading for a SS. minor league stud is a 2B / SS. current needs are a 1B and a LF 🤦♂"
X Link 2026-01-16T19:20Z 42.7K followers, [--] engagements
"@401kAnswersNow @paulrubillo @mmauskopf @simos_chris @AdviserCounsel @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Not at all. He stuck around after being basically told they didnt want him for another year. Mets wouldnt give him anything past [--] year that made any economic sense"
X Link 2026-01-16T19:35Z 42.8K followers, [--] engagements
"@paulrubillo @AdviserCounsel @mmauskopf @401kAnswersNow @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Feels like we have been reactive rather than proactive which isnt great. One would assume Baty is going to be dealt at this point"
X Link 2026-01-16T19:35Z 42.8K followers, [--] engagements
"@401kAnswersNow @AdviserCounsel @mmauskopf @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Nimmo for Semian is fine but then why sign two more middle infielders. Im a fan first you lean towards guys that made their careers from within and want to be there. The Alonso thing still makes no sense to me if youre willing pay guys that"
X Link 2026-01-16T19:38Z 42.8K followers, [--] engagements
"@401kAnswersNow @AdviserCounsel @mmauskopf @paulrubillo @simos_chris @SJD10304 @JoeCruzNYC @ernestdove @FlagshipWMG @TWKsicem @rickgldny @JustinCahi75902 @cdelahunt1 @cubbieblue4lyfe @AMB57183198 @jimmahar @DeniseKShull @baseball_ref @MLB @Reds @Mets @Padres @RaysBaseball @Braves @KFCBarstool @ESPNBET @mlbtraderumors @StevenACohen2 @Brewers @Metsmerized Issue last year was pitching. All weve done this offseason is let our best pitcher from last year walk"
X Link 2026-01-16T19:40Z 42.7K followers, [--] engagements
"The most powerful person the world is not well and is surrounded by enablers NEW: @potus letter to @jonasgahrstore links @NobelPrize to Greenland reiterates threats and is forwarded by the NSC staff to multiple European ambassadors in Washington. I obtained the text from multiple officials: Dear Ambassador: President Trump has asked that the NEW: @potus letter to @jonasgahrstore links @NobelPrize to Greenland reiterates threats and is forwarded by the NSC staff to multiple European ambassadors in Washington. I obtained the text from multiple officials: Dear Ambassador: President Trump has"
X Link 2026-01-19T07:49Z 42.8K followers, [----] engagements
"Everyone: So were sabotaging global alliances and economic stability all because of an ego trip over a Nobel Prize MAGA: Wow you guys seriously need to seek help for your TDS"
X Link 2026-01-19T15:32Z 42.8K followers, [----] engagements
"@simos_chris @SJD10304 @mmauskopf @paulrubillo @nyjets @TR401 Cant believe he just turned [--] in September"
X Link 2026-01-20T03:49Z 42.8K followers, [---] engagements
"@SirKrispyiii @moseskagan nothing wrong with that sexual preference"
X Link 2026-01-20T20:45Z 42.8K followers, [--] engagements
"Current mood East 1) Pistons 2) Celtics 3) Knicks 4) Magic 5) Sixers 6) Raptors 7) Cavs 8) Hawks 9) Bucks 10) Heat West 1) Thunder 2) Spurs 3) Nuggets 4) Wolves 5) Rockets 6) Suns 7) Lakers 8) Clippers 9) Blazers 10) Warriors"
X Link 2026-01-21T03:23Z 42.8K followers, [----] engagements
"Pretty sure there isnt a need for Always or For Your Winter Storm Forecasting"
X Link 2026-01-22T03:01Z 42.8K followers, [----] engagements
"Mets decided to trade my favorite two major league players and favorite minor league prospect in one offseason. We have acquired RHP Freddy Peralta and RHP Tobias Myers from Milwaukee in exchange for RHP Brandon Sproat and minor league INF Jett Williams. Welcome to New York Freddy and Tobias https://t.co/2svOj1XtbY We have acquired RHP Freddy Peralta and RHP Tobias Myers from Milwaukee in exchange for RHP Brandon Sproat and minor league INF Jett Williams. Welcome to New York Freddy and Tobias https://t.co/2svOj1XtbY"
X Link 2026-01-22T06:06Z 42.8K followers, [---] engagements
"@jamessweeney50 Near the end of the cycle private credit limiting public credit supply and strong current fundamentals Pretty confident just owning similar duration treasuries will outperform next 5-10 years"
X Link 2026-01-22T22:36Z 42.7K followers, [--] engagements
"@BullandBaird @EddyElfenbein makes sense to me why people are concerned. printing your own currency only matters if there is a political desire to fund it. we're steamrolling into a world where i am way less certain than i should be that there will be"
X Link 2026-01-23T20:53Z 42.7K followers, [---] engagements
"@DaveNadig Market price still 20% below this revised figure Blackrock was getting paid on the higher AUM for years"
X Link 2026-01-24T18:35Z 42.7K followers, [---] engagements
"According the Trump Miller and Homeland Security comments if youre a white male carrying a permitted gun law enforcement has the right to view you as a terrorist threat and disarm you with defensive shots. I can only assume this rule applies in your own home"
X Link 2026-01-24T22:51Z 42.7K followers, [--] engagements
"I tend to lean ________ politically* and I believe Alex Pretti was holding a ______. * for everyone that wants to respond What if Im neither Not fair please ignore the poll pick one side or consider deleting your account. liberal / phone liberal / gun conservative / gun conservative / phone liberal / phone liberal / gun conservative / gun conservative / phone"
X Link 2026-01-25T02:09Z 42.7K followers, [----] engagements
"@SJD10304 @therealyoon Ha man its hard to imagine a coach doing a player dirtier thought he shouldve signed for less elsewhere just to get out"
X Link 2026-01-25T02:49Z 42.7K followers, [---] engagements
"Incredible Amazing chart https://t.co/8NmGHM9tbW Amazing chart https://t.co/8NmGHM9tbW"
X Link 2026-01-26T15:58Z 42.7K followers, [----] engagements
"This Bovino dude comes across as a poorly acted henchman from a 1980s B movie probably the easiest person in history to pin the blame on and clearly deserving"
X Link 2026-01-26T16:08Z 42.7K followers, [----] engagements
"@LizSimmie Guessing more like a central bank related squeeze looking at flows to ETFs (which arent insane compared to the price)"
X Link 2026-01-26T16:09Z 42.7K followers, [--] engagements
"https://x.com/NikoLeMieux/status/2015866814232723750s=20 Yesterday as I was walking through Minneapolis with a friend I saw this Lexus parked terribly and commented to him: get a load of this assholes terrible parking. By complete serendipity as if the universe itself was saying "be kinder with your spoken thoughts" right at that https://t.co/3ZX5DDK7YV https://x.com/NikoLeMieux/status/2015866814232723750s=20 Yesterday as I was walking through Minneapolis with a friend I saw this Lexus parked terribly and commented to him: get a load of this assholes terrible parking. By complete serendipity"
X Link 2026-01-26T23:35Z 42.7K followers, [----] engagements
"@Betsycashmoney Hoping it's one of these things that we can't comprehend. and then all of a sudden everyone does. A lot of it is because of the lens they view the world. Fox News was reporting through Homeland Security talking points yesterday. We are seeing signs. https://x.com/OfTheBraveUSA/status/2015833140212678816s=20 Fmr. MN Republican Gubernatorial Candidate Chris Madel: " Today I announced the end of my campaign I cannot support the national Republican stated retribution on the citizens of our state nor can I count myself a member of a party that would do so." https://t.co/btsfTz4NsF"
X Link 2026-01-27T00:03Z 42.7K followers, [--] engagements
"@Betsycashmoney But don't get me started on Stephen Miller. That's one I probably understand the least because in addition to being evil he has the charisma of a cold sore"
X Link 2026-01-27T00:04Z 42.7K followers, [--] engagements
"@MikePolicarNGP I think Ive been against it consistently but is that wrong"
X Link 2026-01-27T01:46Z 42.7K followers, [---] engagements
"@MikePolicarNGP I have the memory of a goldfish for certain things but I dont see myself defending an insider using that to make market gains"
X Link 2026-01-27T01:52Z 42.7K followers, [--] engagements
"Unpopular opinion: If I have to choose between Larry Ellison or the CCP controlling TikTok Im picking Larry Ellison every single time"
X Link 2026-01-27T04:43Z 42.7K followers, [--] engagements
"@Nonrelatedsense long short different market indices (long one country vs another) worked well pre [----]. not much since"
X Link 2015-12-02T01:25Z 42.8K followers, [--] engagements
"@Nonrelatedsense @ritholtz @business kills $DBLTX"
X Link 2015-12-31T18:33Z 42.8K followers, [--] engagements
"@syouth1 I get a different [--] yr result; daily sharpe is [--] for $DBLTX and [---] for $PIMIX Returns: 4.68% vs 8.63% StdDev: 2.42% vs 3.01%"
X Link 2016-08-12T15:38Z 42.8K followers, [--] engagements
"@syouth1 both rock stars but interesting that $DBLTX about to underperform $TGLMX since inception"
X Link 2016-08-12T15:39Z 42.8K followers, [--] engagements
"@corvuscap I never said it was. but $DBLTX sure isn't "core""
X Link 2016-08-12T16:29Z 42.8K followers, [--] engagements
"@corvuscap $DBLTX has a 5% weight to treasuries and corps"
X Link 2016-08-12T16:29Z 42.8K followers, [--] engagements
"@Nonrelatedsense I'd rather buy at a 20% discount if I wanted to play that game"
X Link 2016-11-10T15:51Z 42.8K followers, [--] engagements
"NEW POST: A Dynamic Approach to Factor Allocation http://econompicdata.blogspot.com/2016/12/a-dynamic-approach-to-factor-allocation.html http://econompicdata.blogspot.com/2016/12/a-dynamic-approach-to-factor-allocation.html"
X Link 2016-12-12T21:20Z 42.8K followers, [--] engagements
"Find me a prettier chart since February lows than this"
X Link 2017-01-24T18:30Z 42.8K followers, [--] engagements
"@kylet___ I was under impression flows to $DBLTX have been large. Did he close it If not just talk"
X Link 2017-08-08T18:35Z 42.8K followers, [--] engagements
"My wife just sent me a picture of us with our now almost [--] year old from when he was a baby. "The days are long but the years are short" is probably the most accurate statement about parenting that exists"
X Link 2017-11-10T22:00Z 42.8K followers, [---] engagements
"Do I have to be the one that tells the Bond King that $JNK has a positive return since November 1st and has also outperformed the Agg index https://x.com/truthgundlach/status/954095010181365761 JUnk Bond ETF JNK has been below its 200-day moving average every day but one since Nov 1st Amazing given SPX is up almost 9% since then. https://x.com/truthgundlach/status/954095010181365761 JUnk Bond ETF JNK has been below its 200-day moving average every day but one since Nov 1st Amazing given SPX is up almost 9% since then"
X Link 2018-01-18T21:09Z 42.8K followers, [--] engagements
"@Nonrelatedsense It is. so $JNK has outperformed $DBLTX since November 1st"
X Link 2018-01-18T21:24Z 42.8K followers, [--] engagements
"$JNK has outperformed Treasuries the Agg Index and even $DBLTX year-to-date but it is a terrible way to gain high yield exposure and has underperformed the high yield category (which itself is still positive YTD). https://x.com/truthgundlach/status/958456222247616512 JNK ETF now down YTD. If rates keep rising I expect JNK to underperform Treasuries. Even more likely if rates fall. Not a good JNK set-up. https://x.com/truthgundlach/status/958456222247616512 JNK ETF now down YTD. If rates keep rising I expect JNK to underperform Treasuries. Even more likely if rates fall. Not a good JNK set-up"
X Link 2018-01-31T00:10Z 42.8K followers, [--] engagements
"@DavidTaggart @maybebullish Im holding out for $BUYY where I receive all the glorious buybacks"
X Link 2018-02-08T04:32Z 42.8K followers, [--] engagements
"@markrmccracken There was certainly event risk last week but over their lives $XIX / $SVXY have provided a good way to bet against tail risk and if sized correctly they have still provided strong returns for those that have provided that insurance"
X Link 2018-02-12T14:21Z 42.8K followers, [--] engagements
"@EricBalchunas @Nonrelatedsense @TFMkts I personally just want my bond manager to provide either the highest returns possible per unit of risk ($PIMIX or $DBLTX) or the highest returns possible while being constrained somewhat by the main factors exposures in the index (core plus)"
X Link 2018-02-16T14:24Z 42.8K followers, [--] engagements
"I would formally like to apologize to Yahoo Finance for insulting their revamp last year as the recent Google Finance revamp is perhaps the worst update of any website in the history of the Internet"
X Link 2018-03-15T18:58Z 42.8K followers, [---] engagements
"You: I cant believe Facebook is collecting / monetizing my personal information #DeleteFacebook Also you: Alexa whats my social security number"
X Link 2018-03-21T03:24Z 42.7K followers, [---] engagements
"Wealthfront put $700mm of their clients money into a proprietary fund without a live track record that they modeled having 4% a year higher returns than the established AQR Risk Parity Fund (left). . [--] 1/2 months in (right)"
X Link 2018-05-15T23:29Z 42.7K followers, [---] engagements
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