[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MikeFellman Mike Fellman Mike Fellman posts on X about deflation, tokyo, inflation, japan the most. They currently have XXXXX followers and 1577 posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1417140348/interactions)  - X Week XXXXXX +169% - X Month XXXXXXX +152% - X Months XXXXXXX +43% - X Year XXXXXXXXX +713% ### Mentions: XX [#](/creator/twitter::1417140348/posts_active)  - X Months XXX -XX% - X Year XXX +338% ### Followers: XXXXX [#](/creator/twitter::1417140348/followers)  - X Week XXXXX +1% - X Month XXXXX +5.50% - X Months XXXXX +24% - X Year XXXXX +92% ### CreatorRank: XXXXXXX [#](/creator/twitter::1417140348/influencer_rank)  ### Social Influence [#](/creator/twitter::1417140348/influence) --- **Social category influence** [finance](/list/finance) #3214 [countries](/list/countries) [travel destinations](/list/travel-destinations) [stocks](/list/stocks) **Social topic influence** [deflation](/topic/deflation) #3, [tokyo](/topic/tokyo) #247, [inflation](/topic/inflation) #485, [japan](/topic/japan) #2345, [most expensive](/topic/most-expensive) #387, [retirement](/topic/retirement), [hamas](/topic/hamas), [arms](/topic/arms), [gaza](/topic/gaza), [its just](/topic/its-just) ### Top Social Posts [#](/creator/twitter::1417140348/posts) --- Top posts by engagements in the last XX hours "New Rochelle is just another building cycle. Rents had to go up a lot to get all that construction that caused rents to partially retrace. YIMBYs then t-hack the data and only look at the period immediately after the building boom when vacancies are highest. Yes in a broad sense "supply" is driving down rent growth or even causing rents to fall in some cases. But it is cyclical not secular" [X Link](https://x.com/MikeFellman/status/1979606239865970688) [@MikeFellman](/creator/x/MikeFellman) 2025-10-18T17:51Z 3245 followers, 1532 engagements "@credealjunkie Do you think the folks who moved in on 1970 still actually live there" [X Link](https://x.com/MikeFellman/status/1979745238542626924) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T03:03Z 3245 followers, 4940 engagements "This earns a mute. Spencer is copying another tweet which presents a flawed chart to farm engagement. Real estate earns rental income. This chart excludes that. If you live if your own house you still "earn" rental income because you don't have to pay rent to landlord. AKA "Imputed Rent" Companies in the S&P XXX earn income too but they keep a majority of it on their balance sheets rather than pay it out as dividends. That cash simply gets capitalized into the share price. So comparing home prices to stock prices without accounting for income and how it is distributed is a meaningless" [X Link](https://x.com/MikeFellman/status/1979988211804873094) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T19:09Z 3246 followers, 54.5K engagements "@neeratanden I think if maintaining liberal democracy depended on the strategic retirement of RBG we were f*cked anyways" [X Link](https://x.com/MikeFellman/status/1978689204793000052) [@MikeFellman](/creator/x/MikeFellman) 2025-10-16T05:07Z 3191 followers, XXX engagements "Do I wish Hamas would voluntarily give up its arms and leave Gaza Of course. Is that going to happen Highly unlikely" [X Link](https://x.com/MikeFellman/status/1978918429705777630) [@MikeFellman](/creator/x/MikeFellman) 2025-10-16T20:18Z 3192 followers, XXX engagements "@mattyglesias It's just the building cycle. All known. Nothing to do with land use policy. Without the 2018-19 run up in the rents very little new building takes place" [X Link](https://x.com/MikeFellman/status/1979592431353151583) [@MikeFellman](/creator/x/MikeFellman) 2025-10-18T16:56Z 3245 followers, XXX engagements "Rent control in Argentina went far New York City's rent stabilization scheme. For one in an economy with triple digit inflation allowing rents to only go up once a year is a really big deal. If inflation is low and stable that's basically a nothing burger" [X Link](https://x.com/MikeFellman/status/1979596168247366101) [@MikeFellman](/creator/x/MikeFellman) 2025-10-18T17:11Z 3246 followers, XXX engagements "I broadly agree but services inflation has run way above goods inflation for almost XX years now. It's more fair to compare the growth of the cost of medical care to other services. End of the day though it was beyond laughably that Obamacare would change the long term trend. Baumol's cost disease FTW" [X Link](https://x.com/MikeFellman/status/1979642719887647022) [@MikeFellman](/creator/x/MikeFellman) 2025-10-18T20:16Z 3246 followers, 2810 engagements "@erjusinoa You don't understand PR politics. This is a MAGArican lie" [X Link](https://x.com/MikeFellman/status/1979997633067307256) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T19:46Z 3245 followers, XX engagements "@arpitrage This is a reference to Mondigliani and Miller if that's not obvious 😆" [X Link](https://x.com/MikeFellman/status/1980019108507779403) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T21:11Z 3245 followers, XXX engagements "Please be nice to think tank types who buy the YIMBY/Abundance story hook line and sinker. If you don't specialize in real estate econ or work in the industry their story is highly intuitive and plausible. They also mostly propose good policies even if they won't impact affordability very much. Agglomeration is good. It's why we have cities" [X Link](https://x.com/MikeFellman/status/1980027751265378560) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T21:46Z 3245 followers, 1316 engagements "@TheEconRebel Stunning fact nominal wages did not increase for XX years either" [X Link](https://x.com/MikeFellman/status/1980032469001998445) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T22:05Z 3245 followers, XXX engagements "The most obnoxious YIMBY/abundance trope is Japan/Tokyo Japan was in a deflation trap for XX years after the mother of all asset bubble popped. Before that Tokyo was the most expensive city in the world. A long depression kept home prices low not Japan's planning system" [X Link](https://x.com/MikeFellman/status/1980053143858651560) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T23:27Z 3246 followers, 4250 engagements "Vote by mail in Puerto Rico was heavily pro statehood voters and also broke heavily for Harris in the symbolic presidential vote. Even if you assume all Trump votes came from New Progressive Party voters it is mathematically impossible that a super majority of NPP voters did not vote Harris. (1/3)" [X Link](https://x.com/MikeFellman/status/1979994072514261251) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T19:32Z 3245 followers, XXX engagements "@arpitrage These guys might disagree. 😁" [X Link](https://x.com/MikeFellman/status/1979998934043885964) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T19:51Z 3245 followers, 2443 engagements "Hate to break it to you folks but it likely has no air conditioning. ;)" [X Link](https://x.com/MikeFellman/status/1980023342787944831) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T21:28Z 3246 followers, 7626 engagements "@sensiblemoderat Where I live is more like 10-12 percent. It's way higher outside of superstar cities in general" [X Link](https://x.com/MikeFellman/status/1980028105969246483) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T21:47Z 3246 followers, 1494 engagements "It just never stops with these folks. Home prices are rising again in Tokyo because deflation ended and the broad asset market is finally making fresh highs after XX years. But sure derp derp zoning" [X Link](https://x.com/MikeFellman/status/1980063590695801226) [@MikeFellman](/creator/x/MikeFellman) 2025-10-20T00:08Z 3246 followers, 14.1K engagements "I have a paper coming out soon about this with @JWMason1 . But reason nobody wants to finance construction in SoCal is because rent growth is too weak even before you consider regulatory factors and self-inflicted wounds like Measure ULA" [X Link](https://x.com/MikeFellman/status/1975402295052402789) [@MikeFellman](/creator/x/MikeFellman) 2025-10-07T03:26Z 3227 followers, 3696 engagements "This is really a silly hypothetical. The price would of course fall but this level of building activity would require investors to accept significantly lower returns. That will not happen. They can rotate out of they London property market or real estate entirely" [X Link](https://x.com/MikeFellman/status/1978207992836133192) [@MikeFellman](/creator/x/MikeFellman) 2025-10-14T21:15Z 3227 followers, 1379 engagements "@uhshanti Pakistan (+ East Pakistan which became Bangladesh) was unambiguously created as a state for Muslims when British India gained independence. The partition of India displaced XX million people and killed 100s of thousands more perhaps up to X million by some estimates" [X Link](https://x.com/MikeFellman/status/1979663716263366934) [@MikeFellman](/creator/x/MikeFellman) 2025-10-18T21:39Z 3227 followers, XXX engagements "The most obnoxious YIMBY/abundance trope is Japan/Tokyo Japan was in a deflation trap for XX years after the mother of all asset bubble popped. Before that Tokyo was the most expensive city in the world. A long depressio kept home prices low not Japan's planning system" [X Link](https://x.com/MikeFellman/status/1980053010156806464) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T23:26Z 3223 followers, XX engagements "Chris is somehow polarized into defending capital controls and a crawling peg FX rate regime which the govt has to spend billions to defend because some guy who quotes Hayek and von Mises a bunch on podcasts is behind it" [X Link](https://x.com/MikeFellman/status/1970931939520696330) [@MikeFellman](/creator/x/MikeFellman) 2025-09-24T19:22Z 3229 followers, 17.4K engagements "Gibraltar will always be British. Happy Spanish National Day" [X Link](https://x.com/MikeFellman/status/1977850181367349739) [@MikeFellman](/creator/x/MikeFellman) 2025-10-13T21:33Z 3242 followers, XXX engagements "@CohenSite This is far worse for potential housing development that bad zoning. Kills returns. Pay carry for X months. Also lose X months of income. I really wish the YIMBY movement understood that zoning a small piece of the puzzle" [X Link](https://x.com/MikeFellman/status/1979589777021100507) [@MikeFellman](/creator/x/MikeFellman) 2025-10-18T16:45Z 3238 followers, XXX engagements "I wrote this recently (link below) and it is the best encapsulation of my view on the effects of housing production on market rents" [X Link](https://x.com/MikeFellman/status/1979660652684976212) [@MikeFellman](/creator/x/MikeFellman) 2025-10-18T21:27Z 3230 followers, 1036 engagements "@anti_khalid I think Alec just doesn't know ball when it comes to real estate. I don't think he's corrupt" [X Link](https://x.com/MikeFellman/status/1980026113247039685) [@MikeFellman](/creator/x/MikeFellman) 2025-10-19T21:39Z 3231 followers, XX engagements "@AmosAhola I would have to see starts and deliveries data for all parts of New Zealand not just Auckland" [X Link](https://x.com/MikeFellman/status/1980088941375115268) [@MikeFellman](/creator/x/MikeFellman) 2025-10-20T01:49Z 3240 followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Mike Fellman posts on X about deflation, tokyo, inflation, japan the most. They currently have XXXXX followers and 1577 posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance #3214 countries travel destinations stocks
Social topic influence deflation #3, tokyo #247, inflation #485, japan #2345, most expensive #387, retirement, hamas, arms, gaza, its just
Top posts by engagements in the last XX hours
"New Rochelle is just another building cycle. Rents had to go up a lot to get all that construction that caused rents to partially retrace. YIMBYs then t-hack the data and only look at the period immediately after the building boom when vacancies are highest. Yes in a broad sense "supply" is driving down rent growth or even causing rents to fall in some cases. But it is cyclical not secular"
X Link @MikeFellman 2025-10-18T17:51Z 3245 followers, 1532 engagements
"@credealjunkie Do you think the folks who moved in on 1970 still actually live there"
X Link @MikeFellman 2025-10-19T03:03Z 3245 followers, 4940 engagements
"This earns a mute. Spencer is copying another tweet which presents a flawed chart to farm engagement. Real estate earns rental income. This chart excludes that. If you live if your own house you still "earn" rental income because you don't have to pay rent to landlord. AKA "Imputed Rent" Companies in the S&P XXX earn income too but they keep a majority of it on their balance sheets rather than pay it out as dividends. That cash simply gets capitalized into the share price. So comparing home prices to stock prices without accounting for income and how it is distributed is a meaningless"
X Link @MikeFellman 2025-10-19T19:09Z 3246 followers, 54.5K engagements
"@neeratanden I think if maintaining liberal democracy depended on the strategic retirement of RBG we were f*cked anyways"
X Link @MikeFellman 2025-10-16T05:07Z 3191 followers, XXX engagements
"Do I wish Hamas would voluntarily give up its arms and leave Gaza Of course. Is that going to happen Highly unlikely"
X Link @MikeFellman 2025-10-16T20:18Z 3192 followers, XXX engagements
"@mattyglesias It's just the building cycle. All known. Nothing to do with land use policy. Without the 2018-19 run up in the rents very little new building takes place"
X Link @MikeFellman 2025-10-18T16:56Z 3245 followers, XXX engagements
"Rent control in Argentina went far New York City's rent stabilization scheme. For one in an economy with triple digit inflation allowing rents to only go up once a year is a really big deal. If inflation is low and stable that's basically a nothing burger"
X Link @MikeFellman 2025-10-18T17:11Z 3246 followers, XXX engagements
"I broadly agree but services inflation has run way above goods inflation for almost XX years now. It's more fair to compare the growth of the cost of medical care to other services. End of the day though it was beyond laughably that Obamacare would change the long term trend. Baumol's cost disease FTW"
X Link @MikeFellman 2025-10-18T20:16Z 3246 followers, 2810 engagements
"@erjusinoa You don't understand PR politics. This is a MAGArican lie"
X Link @MikeFellman 2025-10-19T19:46Z 3245 followers, XX engagements
"@arpitrage This is a reference to Mondigliani and Miller if that's not obvious 😆"
X Link @MikeFellman 2025-10-19T21:11Z 3245 followers, XXX engagements
"Please be nice to think tank types who buy the YIMBY/Abundance story hook line and sinker. If you don't specialize in real estate econ or work in the industry their story is highly intuitive and plausible. They also mostly propose good policies even if they won't impact affordability very much. Agglomeration is good. It's why we have cities"
X Link @MikeFellman 2025-10-19T21:46Z 3245 followers, 1316 engagements
"@TheEconRebel Stunning fact nominal wages did not increase for XX years either"
X Link @MikeFellman 2025-10-19T22:05Z 3245 followers, XXX engagements
"The most obnoxious YIMBY/abundance trope is Japan/Tokyo Japan was in a deflation trap for XX years after the mother of all asset bubble popped. Before that Tokyo was the most expensive city in the world. A long depression kept home prices low not Japan's planning system"
X Link @MikeFellman 2025-10-19T23:27Z 3246 followers, 4250 engagements
"Vote by mail in Puerto Rico was heavily pro statehood voters and also broke heavily for Harris in the symbolic presidential vote. Even if you assume all Trump votes came from New Progressive Party voters it is mathematically impossible that a super majority of NPP voters did not vote Harris. (1/3)"
X Link @MikeFellman 2025-10-19T19:32Z 3245 followers, XXX engagements
"@arpitrage These guys might disagree. 😁"
X Link @MikeFellman 2025-10-19T19:51Z 3245 followers, 2443 engagements
"Hate to break it to you folks but it likely has no air conditioning. ;)"
X Link @MikeFellman 2025-10-19T21:28Z 3246 followers, 7626 engagements
"@sensiblemoderat Where I live is more like 10-12 percent. It's way higher outside of superstar cities in general"
X Link @MikeFellman 2025-10-19T21:47Z 3246 followers, 1494 engagements
"It just never stops with these folks. Home prices are rising again in Tokyo because deflation ended and the broad asset market is finally making fresh highs after XX years. But sure derp derp zoning"
X Link @MikeFellman 2025-10-20T00:08Z 3246 followers, 14.1K engagements
"I have a paper coming out soon about this with @JWMason1 . But reason nobody wants to finance construction in SoCal is because rent growth is too weak even before you consider regulatory factors and self-inflicted wounds like Measure ULA"
X Link @MikeFellman 2025-10-07T03:26Z 3227 followers, 3696 engagements
"This is really a silly hypothetical. The price would of course fall but this level of building activity would require investors to accept significantly lower returns. That will not happen. They can rotate out of they London property market or real estate entirely"
X Link @MikeFellman 2025-10-14T21:15Z 3227 followers, 1379 engagements
"@uhshanti Pakistan (+ East Pakistan which became Bangladesh) was unambiguously created as a state for Muslims when British India gained independence. The partition of India displaced XX million people and killed 100s of thousands more perhaps up to X million by some estimates"
X Link @MikeFellman 2025-10-18T21:39Z 3227 followers, XXX engagements
"The most obnoxious YIMBY/abundance trope is Japan/Tokyo Japan was in a deflation trap for XX years after the mother of all asset bubble popped. Before that Tokyo was the most expensive city in the world. A long depressio kept home prices low not Japan's planning system"
X Link @MikeFellman 2025-10-19T23:26Z 3223 followers, XX engagements
"Chris is somehow polarized into defending capital controls and a crawling peg FX rate regime which the govt has to spend billions to defend because some guy who quotes Hayek and von Mises a bunch on podcasts is behind it"
X Link @MikeFellman 2025-09-24T19:22Z 3229 followers, 17.4K engagements
"Gibraltar will always be British. Happy Spanish National Day"
X Link @MikeFellman 2025-10-13T21:33Z 3242 followers, XXX engagements
"@CohenSite This is far worse for potential housing development that bad zoning. Kills returns. Pay carry for X months. Also lose X months of income. I really wish the YIMBY movement understood that zoning a small piece of the puzzle"
X Link @MikeFellman 2025-10-18T16:45Z 3238 followers, XXX engagements
"I wrote this recently (link below) and it is the best encapsulation of my view on the effects of housing production on market rents"
X Link @MikeFellman 2025-10-18T21:27Z 3230 followers, 1036 engagements
"@anti_khalid I think Alec just doesn't know ball when it comes to real estate. I don't think he's corrupt"
X Link @MikeFellman 2025-10-19T21:39Z 3231 followers, XX engagements
"@AmosAhola I would have to see starts and deliveries data for all parts of New Zealand not just Auckland"
X Link @MikeFellman 2025-10-20T01:49Z 3240 followers, XX engagements
/creator/x::MikeFellman