# ![@HayekAndKeynes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2939007435.png) @HayekAndKeynes The Long View

The Long View posts on X about ai, tariffs, china, gdp the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2939007435/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:interactions.svg)

- [--] Week [-------] +98%
- [--] Month [---------] +237%
- [--] Months [----------] -23%
- [--] Year [----------] +42%

### Mentions: [--] [#](/creator/twitter::2939007435/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:posts_active.svg)

- [--] Week [--] -15%
- [--] Month [---] +143%
- [--] Months [---] +4.90%
- [--] Year [-----] +85%

### Followers: [-------] [#](/creator/twitter::2939007435/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:followers.svg)

- [--] Week [-------] +0.22%
- [--] Month [-------] +3%
- [--] Months [-------] +4.70%
- [--] Year [-------] +13%

### CreatorRank: [-------] [#](/creator/twitter::2939007435/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2939007435/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  27.03% [countries](/list/countries)  12.16% [stocks](/list/stocks)  8.11% [technology brands](/list/technology-brands)  4.05% [cryptocurrencies](/list/cryptocurrencies)  2.7% [financial services](/list/financial-services)  1.35% [celebrities](/list/celebrities)  0.68% [social networks](/list/social-networks)  0.68% [exchanges](/list/exchanges)  0.68% [automotive brands](/list/automotive-brands)  0.68%

**Social topic influence**
[ai](/topic/ai) #4440, [tariffs](/topic/tariffs) 3.38%, [china](/topic/china) 3.38%, [gdp](/topic/gdp) 3.38%, [inflation](/topic/inflation) 3.38%, [we are](/topic/we-are) 2.7%, [debt](/topic/debt) 2.7%, [bitcoin](/topic/bitcoin) 2.7%, [the world](/topic/the-world) #1866, [in the](/topic/in-the) 2.03%

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@traderbillyau](/creator/undefined) [@myscuffs](/creator/undefined) [@mattshumer](/creator/undefined) [@glutenmorguen](/creator/undefined) [@nwtswaps4cl](/creator/undefined) [@james99357](/creator/undefined) [@andreassteno](/creator/undefined) [@peundertaker](/creator/undefined) [@ziornexe](/creator/undefined) [@ratchratchratch](/creator/undefined) [@chrislloydcfp](/creator/undefined) [@nevermi48722390](/creator/undefined) [@raininwins](/creator/undefined) [@dlacalleia](/creator/undefined) [@benjaminnorton](/creator/undefined) [@prpl8](/creator/undefined) [@ravenofzurich](/creator/undefined) [@wmdisciullo](/creator/undefined) [@standing5033](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Morgan Stanley (MS)](/topic/morgan-stanley) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Apple, Inc. (AAPL)](/topic/$aapl) [Costco Wholesale Corporation (COST)](/topic/costco) [Northern Trust Corporation (NTRS)](/topic/$ntrs) [Western Union Co (WU)](/topic/$wu) [Mario Coin (COIN)](/topic/$coin) [IonQ, Inc. (IONQ)](/topic/$ionq) [Oklo Inc. (OKLO)](/topic/$oklo) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Hertz Global Holdings, Inc Common Stock (HTZ)](/topic/hertz)
### Top Social Posts
Top posts by engagements in the last [--] hours

"White House did a nice pump fake on the jobs numbers"  
[X Link](https://x.com/HayekAndKeynes/status/2021583015516709313)  2026-02-11T13:52Z 160.4K followers, 52.1K engagements


"All the areas we are cutting spending Virtually all the employment growth in America once again can be explained by healthcare and social assistance https://t.co/A4PIRKMObP Virtually all the employment growth in America once again can be explained by healthcare and social assistance https://t.co/A4PIRKMObP"  
[X Link](https://x.com/HayekAndKeynes/status/2021583849172435403)  2026-02-11T13:55Z 160.4K followers, 12.4K engagements


"Lousy start but finally making money"  
[X Link](https://x.com/HayekAndKeynes/status/2022012532588949862)  2026-02-12T18:18Z 160.4K followers, 18.5K engagements


"What am I missing with Apple [--] P/E with earnings growth in the mid single digits I get that people think its as safe as a bond but the equity earnings yield is below their own bond yield. $AAPL"  
[X Link](https://x.com/HayekAndKeynes/status/1900623135432450491)  2025-03-14T19:00Z 160.2K followers, 229.6K engagements


"Things you will never see on the front page: Foreign US Treasury holdings are at a record high. Here we go. Europe threatens to sell US bonds; bonds slump and European sovereign bonds weaken further. via Bloomberg https://t.co/3AShLHHDRn Here we go. Europe threatens to sell US bonds; bonds slump and European sovereign bonds weaken further. via Bloomberg https://t.co/3AShLHHDRn"  
[X Link](https://x.com/HayekAndKeynes/status/2014039194088128941)  2026-01-21T18:15Z 160.1K followers, 25.2K engagements


"Its been a good run but now all these have played out and now everyone is bullish Heres your mega bull case -no tariffs -massive tax cuts & accelerated depreciation -massive fiscal package from German -more stimulus from China -global easing cycle -OPEC floods the market with oil tanks prices -AI capex boom w/productivity boost -No Immigration so the Heres your mega bull case -no tariffs -massive tax cuts & accelerated depreciation -massive fiscal package from German -more stimulus from China -global easing cycle -OPEC floods the market with oil tanks prices -AI capex boom w/productivity"  
[X Link](https://x.com/HayekAndKeynes/status/2015564578143240673)  2026-01-25T23:16Z 160.4K followers, 42.2K engagements


"@dlacalle_IA @BenjaminNorton Amazing he could post that screed alongside a chart showing recent 5% GDP growth"  
[X Link](https://x.com/HayekAndKeynes/status/2015754190505611553)  2026-01-26T11:50Z 160.1K followers, [----] engagements


"Credit card spending looks completely normal (JPM)"  
[X Link](https://x.com/HayekAndKeynes/status/2015917157125693797)  2026-01-26T22:37Z 160.1K followers, [----] engagements


"Here is the source of the vibecesson We have outright deflation in rent gas eggs and milk vs last year but blue collar workers are expecting the squeeze to continue inflation expectations are near 7% They arent thinking about 12m changes and saying problem solved. They expect what they just lived through to happen again. This is crucial for midterms https://twitter.com/i/web/status/2016338017670037937 https://twitter.com/i/web/status/2016338017670037937"  
[X Link](https://x.com/HayekAndKeynes/status/2016338017670037937)  2026-01-28T02:30Z 160.1K followers, 16.3K engagements


"Deficits are now at the same level as Argentina before Milei took over"  
[X Link](https://x.com/HayekAndKeynes/status/2016736580556218587)  2026-01-29T04:54Z 160.1K followers, [----] engagements


"To be more specific they need to reduce the deficit by more than half. It needs to be reduced by at least $1.2tn to get back on track and offer a path for GDP to grow faster than debt. What could they cut What should they cut What will they cut Same goes for taxes"  
[X Link](https://x.com/HayekAndKeynes/status/2016736867685699952)  2026-01-29T04:55Z 160.1K followers, [----] engagements


"@prpl8 $160bn in annual capex from one company is just mind boggling. You even have second tier guys like Micron building $100bn factories. This is such an insane cycle"  
[X Link](https://x.com/HayekAndKeynes/status/2016860284502048920)  2026-01-29T13:05Z 160.4K followers, [----] engagements


"Midwits getting amused by AI speaking as if its human (when thats what it was designed to do) The singularity appears to be here. The singularity appears to be here"  
[X Link](https://x.com/HayekAndKeynes/status/2017612600444375438)  2026-01-31T14:55Z 160.2K followers, 17.5K engagements


"Soft job market = employers have leverage: -30% of companies plan to end remote work -80% plan a full return to office"  
[X Link](https://x.com/HayekAndKeynes/status/2018381576636092679)  2026-02-02T17:50Z 160.1K followers, 18.3K engagements


"The projected electricity demand from data centers is not a big deal. We could do this easily if we wanted. The US added 1000twh each decade from [----] to [----]. we just have to do that again to meet projected AI demand (500twh by 2030). Time to start building"  
[X Link](https://x.com/HayekAndKeynes/status/2018447067195040195)  2026-02-02T22:10Z 160.2K followers, [----] engagements


"US cost cutting leaves the UN in shambles. UN faces "imminent financial collapse" with regular operating budget running out by July; US largest debtor owing $2.2B in regular dues and $2.4B for peacekeeping"  
[X Link](https://x.com/HayekAndKeynes/status/2018466965518684457)  2026-02-02T23:30Z 160.4K followers, 13.6K engagements


"Elon Musk begins construction of a [--] mile tunnel from downtown Nashville to the airport"  
[X Link](https://x.com/HayekAndKeynes/status/2018807937536610659)  2026-02-03T22:04Z 160.1K followers, 12.1K engagements


"Japan just drilled [--] miles into the sea to successfully mine rare earth metals"  
[X Link](https://x.com/HayekAndKeynes/status/2019059536510763444)  2026-02-04T14:44Z 160.1K followers, 27.6K engagements


"Google getting gutted AH"  
[X Link](https://x.com/HayekAndKeynes/status/2019155158928879995)  2026-02-04T21:04Z 160.1K followers, 12.2K engagements


"CapEx: $180 BILLION vs $120B expected"  
[X Link](https://x.com/HayekAndKeynes/status/2019155698744258712)  2026-02-04T21:06Z 160.1K followers, [----] engagements


"Crazy cloud growth In Q4 [----] YouTube ad revenue was $11.38 billion (versus $10.47 billion a year ago) while Cloud reported $17.66 billion (compared to $11.96 billion)"  
[X Link](https://x.com/HayekAndKeynes/status/2019156413407469962)  2026-02-04T21:09Z 160.1K followers, [----] engagements


"Now green. Will def help revive the AI trade"  
[X Link](https://x.com/HayekAndKeynes/status/2019157028292161740)  2026-02-04T21:12Z 160.1K followers, [----] engagements


"Momentum (semis) blew up today Per Morgan Stanley Todays price action was notable given the magnitude of the L/S Momentum move and how concentrated the pairs performance was driven by the long leg.The L/S Momentum pair MSZZMOMO fell 7.7% a [---] z-score move with"  
[X Link](https://x.com/HayekAndKeynes/status/2019193400738869311)  2026-02-04T23:36Z 160.1K followers, 22.6K engagements


"Hollywood thinks actors are expensive. Wait until they get their first cloud bill 😂"  
[X Link](https://x.com/HayekAndKeynes/status/2019193937303621789)  2026-02-04T23:38Z 160.1K followers, [----] engagements


"Equal weight S&P is at all time highs"  
[X Link](https://x.com/HayekAndKeynes/status/2019201435238560106)  2026-02-05T00:08Z 160.1K followers, [----] engagements


"Silver is getting torched again (-15%)"  
[X Link](https://x.com/HayekAndKeynes/status/2019244509830566245)  2026-02-05T02:59Z 160.1K followers, 11.1K engagements


"Yep Market feels like its on the cusp of puking Was selling off before the manufacturing data earlier this week had a pop since faded. Services came in strong too today market didnt even care. AI leaders have had great earnings and capex forecasts are higher but they are Market feels like its on the cusp of puking Was selling off before the manufacturing data earlier this week had a pop since faded. Services came in strong too today market didnt even care. AI leaders have had great earnings and capex forecasts are higher but they are"  
[X Link](https://x.com/HayekAndKeynes/status/2019444849141768489)  2026-02-05T16:15Z 160.1K followers, 13.5K engagements


"Costco is trading like Treasuries 10y ago"  
[X Link](https://x.com/HayekAndKeynes/status/2019445108534386720)  2026-02-05T16:16Z 160.1K followers, [----] engagements


"@nwtSwaps4CL Why"  
[X Link](https://x.com/HayekAndKeynes/status/2019445177299898511)  2026-02-05T16:17Z 160.1K followers, [---] engagements


"Inflation is dead Fed put is in play"  
[X Link](https://x.com/HayekAndKeynes/status/2019445802502938850)  2026-02-05T16:19Z 160.4K followers, 19.8K engagements


"Bitcoin is down 7% today 20% YTD & almost down 50% from the peak [--] months ago"  
[X Link](https://x.com/HayekAndKeynes/status/2019449174920511609)  2026-02-05T16:32Z 160.1K followers, 12.8K engagements


"Missed opportunity Crypto companies should really be using their inflated market caps to make acquisitions $COIN has a market cap of $97bn Should buy someone like $NTRS and $WU and establish a global footprint with institutional investors and EM consumers. Crypto companies should really be using their inflated market caps to make acquisitions $COIN has a market cap of $97bn Should buy someone like $NTRS and $WU and establish a global footprint with institutional investors and EM consumers"  
[X Link](https://x.com/HayekAndKeynes/status/2019452029135949960)  2026-02-05T16:44Z 160.1K followers, 14.3K engagements


"@TraderBillyAU CPI uses lagged inputs for many things - primarily rent (now falling in real time)"  
[X Link](https://x.com/HayekAndKeynes/status/2019534001325900202)  2026-02-05T22:10Z 160.1K followers, [---] engagements


"@TraderBillyAU https://truflation.com/Methodology.pdf https://truflation.com/Methodology.pdf"  
[X Link](https://x.com/HayekAndKeynes/status/2019534096905437427)  2026-02-05T22:10Z 160.1K followers, [---] engagements


"Bitcoin @HayekAndKeynes Bottom of channel https://t.co/aLIRTL60wW @HayekAndKeynes Bottom of channel https://t.co/aLIRTL60wW"  
[X Link](https://x.com/HayekAndKeynes/status/2019758038492565594)  2026-02-06T13:00Z 160.2K followers, 11.3K engagements


"NFL is trying super hard to bring in new viewers they must be jealous of soccer"  
[X Link](https://x.com/HayekAndKeynes/status/2020672559830704295)  2026-02-09T01:34Z 160.4K followers, 12.8K engagements


"@Raven_of_Zurich $RSP is at ATH"  
[X Link](https://x.com/HayekAndKeynes/status/2020909040864256317)  2026-02-09T17:13Z 160.4K followers, [---] engagements


"Do any of you guys follow the BDC space at all Only corner of the credit market thats dislocated (off about 10%). Some junk funds but mostly boring senior debt"  
[X Link](https://x.com/HayekAndKeynes/status/1999636162068242894)  2025-12-13T00:23Z 160.4K followers, 31.9K engagements


"US baby boom is over. The majority of millennial women are now mostly too old to be naturally fertile. Housing costs also keep contemplating the decision on the sidelines. Time is running out for that generation of women to start a family unless they adopt or go the IVF route and seek donor eggs/embroys. https://twitter.com/i/web/status/2018340200351404078 https://twitter.com/i/web/status/2018340200351404078"  
[X Link](https://x.com/HayekAndKeynes/status/2018340200351404078)  2026-02-02T15:06Z 160.4K followers, 31.7K engagements


"@wmdisciullo only one getting some love is beaten up $SMCI"  
[X Link](https://x.com/HayekAndKeynes/status/2019102547466920197)  2026-02-04T17:35Z 160.4K followers, [---] engagements


"$SMCI seems interesting here Accounting story is cleared Blowout quarter No valuation concerns Well suited for next gen liquid cooled GPUs Capex numbers have been insane Im also way too short high beta so its a nice hedge for me"  
[X Link](https://x.com/HayekAndKeynes/status/2019447988125376602)  2026-02-05T16:28Z 160.4K followers, [----] engagements


"Software is back at liberation day lows $IGV Total roundtrip after a 50% rally off of the lows"  
[X Link](https://x.com/HayekAndKeynes/status/2019451758016102431)  2026-02-05T16:43Z 160.4K followers, [----] engagements


"Looks like a massive short squeeze Best performing names in R2000 are quantum computing ($IONQ $QBTS) and speculative nuclear ($OKLO) and other pie in the sky names ($JOBY - flying cars)"  
[X Link](https://x.com/HayekAndKeynes/status/2019818252059521371)  2026-02-06T16:59Z 160.4K followers, 14.5K engagements


"Total AI capex"  
[X Link](https://x.com/HayekAndKeynes/status/2019985027040514548)  2026-02-07T04:02Z 160.4K followers, 20.7K engagements


"The average down payment for first time homebuyers was 45% of their household income in [----] today its 70%"  
[X Link](https://x.com/HayekAndKeynes/status/2020840264009736433)  2026-02-09T12:40Z 160.4K followers, 15.9K engagements


"Chips and Gold are now up more than Japanese equities (despite the huge policy shift). Defensive names like Apple are down on the day. Risk on"  
[X Link](https://x.com/HayekAndKeynes/status/2020908927534149670)  2026-02-09T17:13Z 160.4K followers, [----] engagements


"Keep Japan Great Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory. https://t.co/DAEmlLtCal Astonishing chart showing support for Takaichi by age. Traditional narrative is that surfeit of old people in Japan is keeping conservatives in power but as with Trump in [----] young people were main driver behind Takaichi's landslide victory. https://t.co/DAEmlLtCal"  
[X Link](https://x.com/HayekAndKeynes/status/2021195900253536690)  2026-02-10T12:13Z 160.4K followers, [----] engagements


"@standing5033 Exactly"  
[X Link](https://x.com/HayekAndKeynes/status/2021229844416082233)  2026-02-10T14:28Z 160.4K followers, [---] engagements


"It really all boils down to this US large cap equities are quite expensive and once growth slows down earnings will follow and the other reasons someone might want to sell (heavy US index concentration relative valuation vs bonds political concerns) all start to make a lot more sense"  
[X Link](https://x.com/anyuser/status/1919025520529801368)  2025-05-04T13:45Z 160.4K followers, 226.2K engagements


"GDP growth without jobs"  
[X Link](https://x.com/HayekAndKeynes/status/2018455643754274832)  2026-02-02T22:45Z 160.4K followers, 61.2K engagements


"Consumer Staples most overbought since November [----] Software sector down 26% from October [----] peak Regional banks (KRE) Transports (IYT) and Materials (XLB) all closed at new all-time highs 28% of Nasdaq-100 stocks oversold (RSI 30)most since April's "Liberation Day" crash https://twitter.com/i/web/status/2019415001757282804 https://twitter.com/i/web/status/2019415001757282804"  
[X Link](https://x.com/HayekAndKeynes/status/2019415001757282804)  2026-02-05T14:17Z 160.4K followers, 14.2K engagements


"@The_Plav @grok Because he is clearly going to war for Israel. Thats not really a conspiracy or a mean spirited comment. @grok how many times has Lindsey graham tweeted about Israel va South Carolina"  
[X Link](https://x.com/HayekAndKeynes/status/2021563327269556296)  2026-02-11T12:33Z 160.4K followers, [---] engagements


"@James99357 @MyScuffs @mattshumer_ @grok I started to read it and then I thought about this quote "I would have written a shorter letter but I did not have the time." -Blaise Pascal"  
[X Link](https://x.com/HayekAndKeynes/status/2021592024483233895)  2026-02-11T14:27Z 160.4K followers, [---] engagements


"The AI energy race heats up Amazon outbids Washington utility company on massive [----] acre solar farm https://www.seattletimes.com/seattle-news/climate-lab/amazon-outbids-wa-utility-for-one-of-nations-largest-solar-projects/utm_source=Sailthru&utm_medium=email&utm_campaign=Newsletter%20Weekly%20Roundup:%20Utility%20Dive:%20Daily%20Dive%2002-07-2026&utm_term=Utility%20Dive%20Weekender"  
[X Link](https://x.com/HayekAndKeynes/status/2020179744831242346)  2026-02-07T16:55Z 160.4K followers, 109.2K engagements


"@AndreasSteno Haha I held up pretty well in Jan. We are probably even YTD. I think it makes sense for my trading to be negatively correlated though given Im LO everywhere else in life - RE Retirement etc"  
[X Link](https://x.com/HayekAndKeynes/status/2022372651088412996)  2026-02-13T18:09Z 160.4K followers, [---] engagements


"Forgot about this one"  
[X Link](https://x.com/anyuser/status/1900028823640441206)  2025-03-13T03:39Z 160.4K followers, 1.1M engagements


""You can ignore reality but you cannot ignore the consequences of ignoring reality." Ayn Rand This isnt collapse. Its correction. The post-Cold War modelcheap labor endless credit hollowed http://x.com/i/article/1921389477550845952 http://x.com/i/article/1921389477550845952"  
[X Link](https://x.com/HayekAndKeynes/status/1921406158247481687)  2025-05-11T03:25Z 160.4K followers, 2M engagements


"I think most people are totally missing what's going on. This is my attempt to explain it. https://t.co/YnOTOUx3mi https://t.co/YnOTOUx3mi"  
[X Link](https://x.com/anyuser/status/1921406971615301684)  2025-05-11T03:28Z 160.4K followers, 716.8K engagements


"Market feels like its on the cusp of puking Was selling off before the manufacturing data earlier this week had a pop since faded. Services came in strong too today market didnt even care. AI leaders have had great earnings and capex forecasts are higher but they are rolling over. Cyclicals were picking up (and may continue to outperform) but market cap heavily tilted towards big tech which will weigh on indices. Software sell off (flip side of AI) isnt helping. Dont like the way its fading good news. https://twitter.com/i/web/status/2019088544564732395"  
[X Link](https://x.com/HayekAndKeynes/status/2019088544564732395)  2026-02-04T16:39Z 160.4K followers, 36.4K engagements


"Japans balance sheet looks a lot better than first glance when you take into account their public equity holdings Net public liabilities have been cut in half over the last few years"  
[X Link](https://x.com/HayekAndKeynes/status/2020861872002482400)  2026-02-09T14:06Z 160.4K followers, 59.1K engagements


"Software slump may not be about AI killing the software. It may be about it killing the jobs"  
[X Link](https://x.com/HayekAndKeynes/status/2021183233124151397)  2026-02-10T11:23Z 160.4K followers, 77.6K engagements


"The Great Rotation Market moves have been really contained but this has masked some massive moves across different parts of the market"  
[X Link](https://x.com/HayekAndKeynes/status/2021188586503024848)  2026-02-10T11:44Z 160.4K followers, [----] engagements


"2026 cloud capex is now tracking to $735B (and this may increase) or 60% Y/Y growth"  
[X Link](https://x.com/HayekAndKeynes/status/2021208818240151884)  2026-02-10T13:05Z 160.4K followers, [----] engagements


"Tax the rich eat the rich do what you want but you still arent covering that 7% a year fiscal deficit"  
[X Link](https://x.com/HayekAndKeynes/status/2021342287763325083)  2026-02-10T21:55Z 160.4K followers, 17.9K engagements


"Employment Cost Index (Q4): +3.4% YoY (slowest since early 2021)"  
[X Link](https://x.com/HayekAndKeynes/status/2021381088870818042)  2026-02-11T00:29Z 160.4K followers, [----] engagements


"Household inflation expectations: Tumbled from 6.6% (May) to 3.5% (February)"  
[X Link](https://x.com/HayekAndKeynes/status/2021381184899420458)  2026-02-11T00:30Z 160.4K followers, [----] engagements


"US-Europe-Japan sign critical minerals pact"  
[X Link](https://x.com/HayekAndKeynes/status/2021391271487807945)  2026-02-11T01:10Z 160.4K followers, 66.1K engagements


"@mattshumer_ @grok summarize this in 3-5 sentences"  
[X Link](https://x.com/HayekAndKeynes/status/2021394559855649025)  2026-02-11T01:23Z 160.4K followers, 268.9K engagements


"PE is going to be a world of pain if this trend reverses. Good luck keeping junior staff around as carry evaporates"  
[X Link](https://x.com/HayekAndKeynes/status/2021565091775193453)  2026-02-11T12:40Z 160.4K followers, 159K engagements


"US IPOs are unusually weak this year"  
[X Link](https://x.com/HayekAndKeynes/status/2021565926336790999)  2026-02-11T12:44Z 160.4K followers, [----] engagements


"@MyScuffs @mattshumer_ @grok Use AI to write use AI to summarize"  
[X Link](https://x.com/HayekAndKeynes/status/2021584836654244294)  2026-02-11T13:59Z 160.4K followers, [----] engagements


"Every time I see some [----] AI generated word slop blog post I think of this quote "I would have written a shorter letter but I did not have the time." -Blaise Pascal"  
[X Link](https://x.com/HayekAndKeynes/status/2021592295632474126)  2026-02-11T14:28Z 160.4K followers, 61.7K engagements


"IPO backlog"  
[X Link](https://x.com/HayekAndKeynes/status/2021593830684836022)  2026-02-11T14:35Z 160.4K followers, [----] engagements


"Small caps just popped 1% and gave it all back"  
[X Link](https://x.com/HayekAndKeynes/status/2021597903802740892)  2026-02-11T14:51Z 160.4K followers, [----] engagements


"Now down 1.5%"  
[X Link](https://x.com/HayekAndKeynes/status/2021606603682631836)  2026-02-11T15:25Z 160.4K followers, [----] engagements


"Who else is going to Miami for iConnections"  
[X Link](https://x.com/HayekAndKeynes/status/2021704126283862308)  2026-02-11T21:53Z 160.4K followers, [----] engagements


"Imagine how different the world will be when all these Tech bros moving from San Francisco to Miami go from being autistic incels in land of the woke to surrounded by smoking hot latinas in land of DeSantis"  
[X Link](https://x.com/HayekAndKeynes/status/2021955981995802890)  2026-02-12T14:34Z 160.4K followers, 37K engagements


"AI will totally gut middle management and oh boy will the world be a better place for it"  
[X Link](https://x.com/HayekAndKeynes/status/2022014117310321096)  2026-02-12T18:25Z 160.4K followers, 16.9K engagements


"The best part about the world we live in today is that I have no idea whether this is real or not - both because our government is crazy and because of AI RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/4yrT7W2Slh RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/4yrT7W2Slh"  
[X Link](https://x.com/HayekAndKeynes/status/2022105866808488034)  2026-02-13T00:29Z 160.4K followers, 36.1K engagements


"EM portfolio inflows of $100B in January (second-highest in two decades)"  
[X Link](https://x.com/HayekAndKeynes/status/2022311880232927592)  2026-02-13T14:08Z 160.4K followers, [----] engagements


"Morons in DC are at it again - good luck with upcoming floghtsy https://www.usatoday.com/story/travel/news/2026/02/12/flights-tsa-government-shutdown/88643602007/ https://www.usatoday.com/story/travel/news/2026/02/12/flights-tsa-government-shutdown/88643602007/"  
[X Link](https://x.com/HayekAndKeynes/status/2022460617018478605)  2026-02-13T23:59Z 160.4K followers, [----] engagements


"Good afternoon from Guatemala"  
[X Link](https://x.com/anyuser/status/1410616403376238605)  2021-07-01T15:08Z 160.4K followers, [----] engagements


"Still the best OPEC quote of all time"  
[X Link](https://x.com/anyuser/status/1420600732361924608)  2021-07-29T04:23Z 160.4K followers, [----] engagements


"Tim Cook the Apple CEO told Musk fuck you and hung up"  
[X Link](https://x.com/anyuser/status/1421185453642764291)  2021-07-30T19:06Z 160.4K followers, [----] engagements


"No new houses under $200k"  
[X Link](https://x.com/anyuser/status/1430568653741776897)  2021-08-25T16:32Z 160.4K followers, [----] engagements


"A century ago the average man in the US weighed around [---] lbs. Today he weighs about [---] lbs"  
[X Link](https://x.com/anyuser/status/1434291849926225920)  2021-09-04T23:06Z 160.4K followers, [----] engagements


"We are short everything - not enough homes - not enough cars - not enough meat - hardly any inventory - not enough workers We didnt do anything for a year & then tossed around 20% of GDP for fun money. We have a lot of paper & not a lot of stuff. Gonna be hot for a while"  
[X Link](https://x.com/anyuser/status/1436150330073493511)  2021-09-10T02:11Z 160.4K followers, [----] engagements


"Last year Hertz was a bankrupt meme stock. today its pushing Tesla to new highs and pulling the whole market with it"  
[X Link](https://x.com/anyuser/status/1452683700785844230)  2021-10-25T17:09Z 160.4K followers, [---] engagements


"Lol is this a joke"  
[X Link](https://x.com/anyuser/status/1461007782488989704)  2021-11-17T16:26Z 160.4K followers, [----] engagements


"If you look historically we havent cut our reliance on any energy source we have just added new sources as weve grown. Yes the relative percentage falls but not the level of consumption. Those expecting oil to disappear are going against the entire history of energy"  
[X Link](https://x.com/anyuser/status/1461522667106885636)  2021-11-19T02:32Z 160.4K followers, [----] engagements


"We are all marionettes manipulated by memes and media"  
[X Link](https://x.com/anyuser/status/1472981146363437064)  2021-12-20T17:24Z 160.4K followers, [----] engagements


"Every 1% hike to short rates costs the Treasury Department $150 billion a year in interest payments which amounts to 4% of the total [----] federal budget"  
[X Link](https://x.com/anyuser/status/1487118384043016194)  2022-01-28T17:40Z 160.4K followers, [----] engagements


"Record low oil discoveries"  
[X Link](https://x.com/anyuser/status/1488659814578274304)  2022-02-01T23:45Z 160.4K followers, [----] engagements


"Google is now a $2Tn company or roughly worth 10% of US GDP"  
[X Link](https://x.com/anyuser/status/1488857594877956108)  2022-02-02T12:51Z 160.4K followers, [----] engagements


"Rate hikes kill zombies"  
[X Link](https://x.com/anyuser/status/1490326707630391296)  2022-02-06T14:09Z 160.4K followers, [----] engagements


"Why on earth would the Fed hike aggressively and push us into a recession to undo all the fiscal stimulus DC rolled out to prevent a nasty one during COVID"  
[X Link](https://x.com/anyuser/status/1491989893827997704)  2022-02-11T04:18Z 160.4K followers, [----] engagements


"This is basically the Cuban Missile crisis with shitty leaders"  
[X Link](https://x.com/anyuser/status/1497596437185638408)  2022-02-26T15:36Z 160.4K followers, [----] engagements


"Biden seems to think he can fight an inflation problem caused by too much stimulus with more spending"  
[X Link](https://x.com/anyuser/status/1498850267323936769)  2022-03-02T02:38Z 160.4K followers, [----] engagements


"Oil at $135 Somebody got wrecked"  
[X Link](https://x.com/anyuser/status/1500614512638050313)  2022-03-06T23:29Z 160.4K followers, [----] engagements


"It would be a lot easier to take the Ukrainian outrage more seriously if people had shown some compassion in Libya Iraq Syria or Yemen"  
[X Link](https://x.com/anyuser/status/1501008753885421569)  2022-03-08T01:35Z 160.4K followers, [----] engagements


"What the hell is going on - Weapons are now ESG - Calling for assassination is normalized - Asset forfeiture is social justice"  
[X Link](https://x.com/anyuser/status/1502301432514498560)  2022-03-11T15:12Z 160.4K followers, [----] engagements


"Reckless foreign policy is a great distraction from failed domestic policy"  
[X Link](https://x.com/anyuser/status/1502599618135265283)  2022-03-12T10:57Z 160.4K followers, [----] engagements


"They are pulling out the same playbook they used on Venezuela & Iran to force regime change in Russia. Turn off access to our financial system & basic trade.Only problem is that it didnt change leadership - it just wrecked locals & propped up global oil prices"  
[X Link](https://x.com/anyuser/status/1502634175794397184)  2022-03-12T13:14Z 160.4K followers, [----] engagements


"Wonder how Japan manages to have basically no homeless people no giant rats no drunks no drug addicts no litter no weed clouds one blasting loud music"  
[X Link](https://x.com/anyuser/status/1515409204521099274)  2022-04-16T19:18Z 160.4K followers, [----] engagements


"One of these is wrong Housing Prices + 19% Rent +17% CPI for housing (OER) +4.5%"  
[X Link](https://x.com/anyuser/status/1517344396651511811)  2022-04-22T03:27Z 160.4K followers, [----] engagements


"Some of these individual stock moves are stunning Netflix from $700 to $175 in just a few months"  
[X Link](https://x.com/anyuser/status/1523625792957124609)  2022-05-09T11:27Z 160.4K followers, [----] engagements


"Jesus. Diesel is $6 That will pump the brakes on things"  
[X Link](https://x.com/anyuser/status/1525866777313480706)  2022-05-15T15:52Z 160.4K followers, [---] engagements


"Jesus. 30y mortgages are now above 6%"  
[X Link](https://x.com/anyuser/status/1536495401255194630)  2022-06-13T23:47Z 160.4K followers, [----] engagements


"Tech layoffs keep stacking up"  
[X Link](https://x.com/anyuser/status/1541760176826499073)  2022-06-28T12:27Z 160.4K followers, [----] engagements


"Huge list of macro outlooks J.P. Morgan J.P. Morgan Private Bank Goldman Sachs Goldman Sachs Asset Management Morgan Stanley Bank of America Bank of America Private Bank Citi Wells Fargo BNY Mellon State Street Lazard T. Rowe Price. TD Securities Charles Schwab RBC Capital Markets BANKS (EUROPEAN) UBS HSBC Deutsche Bank BNP Paribas Barclays Lombard Odier Group Macquarie Group (Australia) ASSET MANAGERS BlackRock Amundi M&G plc Man Group Wellington Management Invesco US Legal & General Investment Management (LGIM) Schroders Deutsche Bank (Wealth) Allianz AXA IM PIMCO Capital Group Julius Baer"  
[X Link](https://x.com/anyuser/status/1736729273694625889)  2023-12-18T12:45Z 160.4K followers, 320.5K engagements


"The fact that bonds are selling off while gold just moved 15% higher is telling you absolutely everything you need to know about macro right now"  
[X Link](https://x.com/anyuser/status/1775668904393658437)  2024-04-03T23:37Z 160.4K followers, 1.4M engagements


"New tweets by @TheRoaringKitty are fascinating from a legal perspective. Literally no words. Pure memes. SEC cant do anything with that in court. Dude is just pumping like a wizard"  
[X Link](https://x.com/anyuser/status/1790364299170357292)  2024-05-14T12:51Z 160.4K followers, 342.9K engagements


"China just sold a 50y bond at 2.5% yield"  
[X Link](https://x.com/anyuser/status/1801489976456044938)  2024-06-14T05:40Z 160.4K followers, 530.6K engagements


"Expect to see a lot more Zillow charts like this"  
[X Link](https://x.com/anyuser/status/1814807268539396563)  2024-07-20T23:39Z 160.4K followers, 356.4K engagements


"Convince me why this is the wrong view: Any financial advisor who puts you in an annuity should be fired immediately"  
[X Link](https://x.com/anyuser/status/1852146391226675323)  2024-11-01T00:31Z 160.4K followers, 332.2K engagements


"H-1B debate is really just about India"  
[X Link](https://x.com/anyuser/status/1873387858721223128)  2024-12-29T15:17Z 160.4K followers, 4.3M engagements


"@DrRyanPDaly Probably but the program also allows +Spouse (H4) who can work + dependents (who can marry and get citizenship and also then can bring over other relatives)"  
[X Link](https://x.com/anyuser/status/1873479562417606675)  2024-12-29T21:21Z 160.4K followers, 66.3K engagements


"Multi-strat hedge fund returns for 2024"  
[X Link](https://x.com/anyuser/status/1874866145314169324)  2025-01-02T17:11Z 160.4K followers, 613.5K engagements


"Judging by the comments people still have no idea what hedge funds are trying to accomplish what alpha is nor do they place place any value on risk management/portfolio construction. Multi-strat hedge fund returns for [----] https://t.co/bhkwfQE1me Multi-strat hedge fund returns for [----] https://t.co/bhkwfQE1me"  
[X Link](https://x.com/anyuser/status/1874993484807159916)  2025-01-03T01:37Z 160.4K followers, 378.2K engagements


"I used to work at Bridgewater and they literally had tons of smart people there doing really narrow often boring tasks. It's amazing seeing these people slowly leave one by one go into the real world and produce content on par with the best out there. More amazing is seeing how much talent was (is) there and how little they managed to tap into it"  
[X Link](https://x.com/anyuser/status/1878104018712437084)  2025-01-11T15:37Z 160.4K followers, 451.7K engagements


"Cash on the sidelines"  
[X Link](https://x.com/anyuser/status/1878665617819234741)  2025-01-13T04:49Z 160.4K followers, 367.7K engagements


"Global bond selloff. treasuries yields are now at 5%"  
[X Link](https://x.com/anyuser/status/1878666065263333789)  2025-01-13T04:51Z 160.4K followers, 157K engagements


"I don't think the average pension realizes how much long duration corporate paper they should own with yields at 6%"  
[X Link](https://x.com/anyuser/status/1879012567047405631)  2025-01-14T03:48Z 160.4K followers, 220.8K engagements


"This global airline map is probably the best derivative way to measure economic activity I've seen"  
[X Link](https://x.com/anyuser/status/1879319673919176833)  2025-01-15T00:08Z 160.4K followers, 111K engagements


"Government spending is now half of the economy in most of the developed world"  
[X Link](https://x.com/anyuser/status/1879398372840439992)  2025-01-15T05:21Z 160.4K followers, 259.6K engagements


"The United States is: - 4% of global population - 25% of world GDP - 70% of global equity capitalization"  
[X Link](https://x.com/anyuser/status/1881786232033915013)  2025-01-21T19:29Z 160.4K followers, 247.2K engagements


"This has to be really annoying"  
[X Link](https://x.com/anyuser/status/1883137202810728712)  2025-01-25T12:57Z 160.4K followers, 368.8K engagements


"DOGE has had no impact Deficit in [----] is bigger than [----] 2023"  
[X Link](https://x.com/anyuser/status/1899916414846484701)  2025-03-12T20:12Z 160.4K followers, 394.6K engagements


"Microstrategy represented 28% of the flow into bitcoin last year (per JPM)"  
[X Link](https://x.com/anyuser/status/1900600743100301703)  2025-03-14T17:31Z 160.4K followers, 1.3M engagements


"Everything is green except Mag7"  
[X Link](https://x.com/anyuser/status/1901669351146611010)  2025-03-17T16:17Z 160.4K followers, 510.5K engagements


"Why does Trump keep pardoning scammers Michael Milken Devon Archer (Hunter Bidens buddy - had dirt on Biden) Charles Kushner (Jareds dad and a total scumbag - read what he did to his brother in law) Philip Esformes (Medicaid fraud) Salomon Melvin (Medicare fraud) Too Farha (Medicaid fraud) Elliot Briody (looted foreign SWF) Kyle Komoto (scammed poor people) Eliyahy Weinstein (real estate ponzi) Rod Blahojevich (tried to sell Obamas senate seat) tired of typing. Totally undermines what he is trying to do. How do you aim to purge government of waste fraud and abuse while pardoning the people"  
[X Link](https://x.com/anyuser/status/1905605459748282419)  2025-03-28T12:58Z 160.4K followers, 191.7K engagements


"While I can understand why people dont like Trumps strong arm methods I dont get the wholesale disdain for tariffs. The US has a boatload of protections (workers rights environmental regulations financial reporting requirements payroll taxes social benefits building codes etc). Why on earth would you hold US workers to these standards but let goods in from overseas that dont meet these criteria Especially when they also impose tariffs and trade barriers on our exports. Im all for letting the cheapest workers do the job it but level the playing field. Dont tie our workers hands and guarantee"  
[X Link](https://x.com/anyuser/status/1907574079005049203)  2025-04-02T23:21Z 160.4K followers, 138.7K engagements


"People really dont understand Trump The man is troll and likes attention. Hes out here on the White House lawn with his boys running an SNL skit. People pretend hes serious act flabbergasted and seriously debate whatever comedy sketch he rolled out. Has to be hilarious for him. Anyway it seems very clear to me the basic plan is to raise tariffs by 3-6% across the board (higher on China) raise $100-$200bn a year to offset the cost of his corp tax cuts. This is all part of Bessents [---] plan. US tariffs (ex-China) were below the global average. Each 1% raises $30bn on $3tn in total imports -"  
[X Link](https://x.com/anyuser/status/1907976309785112668)  2025-04-04T01:59Z 160.4K followers, 196.8K engagements


"Nvidias forward PE is 20"  
[X Link](https://x.com/anyuser/status/1909067633103610216)  2025-04-07T02:16Z 160.4K followers, 204.3K engagements


"When the Treasury secretary tells you Wall Street had a good run but now its time for Main Street take notice"  
[X Link](https://x.com/anyuser/status/1909670560772009992)  2025-04-08T18:11Z 160.4K followers, 269.7K engagements


"China is selling NEWSLETTER: Something very weird is happening. https://t.co/yBSOxQDkre NEWSLETTER: Something very weird is happening. https://t.co/yBSOxQDkre"  
[X Link](https://x.com/anyuser/status/1914421411818373460)  2025-04-21T20:50Z 160.4K followers, 246K engagements


"Just read the whole tax bill. Here are the highlights -100% deductions for new factories -lower tax rates -higher standard deductions -return of opportunity zones -totally gutted the green energy tax credits for cars EV charging solar carbon sequestration etc -no tax on car loans -higher SALT deduction -no tax on overtime ($160k income limit) -family/healthcare adjustments to things like FDA rollovers HSA contributions childcare reimbursement etc -Some money to try to detect Medicare fraud ( but only a pittance - $25mn for AI) -kept the endowment tax for those who have too much money per"  
[X Link](https://x.com/anyuser/status/1924497194071015707)  2025-05-19T16:07Z 160.4K followers, 176.2K engagements


"Heres your mega bull case -no tariffs -massive tax cuts & accelerated depreciation -massive fiscal package from German -more stimulus from China -global easing cycle -OPEC floods the market with oil tanks prices -AI capex boom w/productivity boost -No Immigration so the unemployment rate doesnt spike"  
[X Link](https://x.com/anyuser/status/1927918542504013872)  2025-05-29T02:42Z 160.4K followers, 157.8K engagements


"A total tragedy of the commons and no one cares. What kind of shitty state of decline to you have to be in as a society that you cant have benches in public areas for normal people. That you cant have public toilets or water fountains because people trash them and do drugs in them. That families dont feel comfortable or want to go to a public library or parks with their kids because its overrun with sketchy looking people. Just saw a grown man drop his pants and take a liquid poop in the hallway of the subway. Why do we tolerate this How is this normal or acceptable How do we let fellow"  
[X Link](https://x.com/anyuser/status/1935099384888443029)  2025-06-17T22:17Z 160.4K followers, 111.4K engagements


"20% tariffs and a 10% decline in USD yet 1% goods inflation"  
[X Link](https://x.com/anyuser/status/1945122497373872452)  2025-07-15T14:05Z 160.4K followers, 122K engagements


"Though YTD a lot of other themes have been profitable - obviously AI (and related themes such as power) alongside a broad array of defense related themes"  
[X Link](https://x.com/HayekAndKeynes/status/1957781721904009567)  2025-08-19T12:28Z 160.4K followers, 10.5K engagements


"If you want a simple way to trade a reversal this in your PA (or retirement account where shorting is hard) check out $BTAL"  
[X Link](https://x.com/HayekAndKeynes/status/1957847417547567322)  2025-08-19T16:49Z 160.4K followers, 40.2K engagements


"The average car on US highways is now almost [--] years old nearly double what it was in 1995"  
[X Link](https://x.com/anyuser/status/1980599431939649728)  2025-10-21T11:37Z 160.4K followers, 179.4K engagements


"US has more data centers than the rest of the world combined"  
[X Link](https://x.com/anyuser/status/1982442321992929351)  2025-10-26T13:40Z 160.4K followers, 378K engagements


"Google just issued [--] year bonds (yes due in 2075) at 107bps over treasuries"  
[X Link](https://x.com/HayekAndKeynes/status/1985485523465441716)  2025-11-03T23:13Z 160.4K followers, 1.3M engagements


"@PEundertaker I sold the other week on the spike. Added some bitcoin and crypto miners then. Adding again $BTAL slowly"  
[X Link](https://x.com/HayekAndKeynes/status/1996263667470578016)  2025-12-03T17:02Z 160.4K followers, [---] engagements


"China's baby boom is over. India is just starting starting to hit its demographic sweet spot"  
[X Link](https://x.com/anyuser/status/913875704252649472)  2017-09-29T21:18Z 160.4K followers, [----] engagements


"National debt is just the tip of the iceberg. Unfunded liabilities such as Medicare Social security and pensions dwarf this amount by a factor of 10"  
[X Link](https://x.com/anyuser/status/998602512772059136)  2018-05-21T16:32Z 160.4K followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing