# ![@Mike_Taylor1972 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::42278624.png) @Mike_Taylor1972 Michael Taylor

Michael Taylor posts on X about $pink, $pct, $mpw, china the most. They currently have [------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::42278624/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42278624/c:line/m:interactions.svg)

- [--] Week [---------] +61%
- [--] Month [---------] +856%
- [--] Months [---------] +168%
- [--] Year [---------] +250%

### Mentions: [--] [#](/creator/twitter::42278624/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42278624/c:line/m:posts_active.svg)

- [--] Week [--] +22%
- [--] Month [---] +51%
- [--] Months [---] +53%
- [--] Year [---] +59%

### Followers: [------] [#](/creator/twitter::42278624/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42278624/c:line/m:followers.svg)

- [--] Week [------] +0.08%
- [--] Month [------] +0.60%
- [--] Months [------] +2.80%
- [--] Year [------] +9.40%

### CreatorRank: [-------] [#](/creator/twitter::42278624/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::42278624/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities) 

**Social topic influence**
[$pink](/topic/$pink), [$pct](/topic/$pct), [$mpw](/topic/$mpw), [china](/topic/china), [stocks](/topic/stocks), [debt](/topic/debt), [$hims](/topic/$hims), [money](/topic/money), [$pfe](/topic/$pfe), [$tsla](/topic/$tsla)

**Top accounts mentioned or mentioned by**
[@hedgeye](/creator/undefined) [@keithmccullough](/creator/undefined) [@profplum99](/creator/undefined) [@simplifyasstmgt](/creator/undefined) [@miketaylor1972](/creator/undefined) [@susangkomen](/creator/undefined) [@maxtaylorracing](/creator/undefined) [@privatedataguy](/creator/undefined) [@hedgeyereits](/creator/undefined) [@alderlaneeggs](/creator/undefined) [@dimartinobooth](/creator/undefined) [@dpgibson](/creator/undefined) [@youtube](/creator/undefined) [@turtlespeed2020](/creator/undefined) [@hedgeyehc](/creator/undefined) [@fordwealth](/creator/undefined) [@capitolistpig](/creator/undefined) [@rody80000](/creator/undefined) [@degeninvestor7](/creator/undefined) [@johnhempton](/creator/undefined)

**Top assets mentioned**
[Medical Properties Trust, Inc. (MPW)](/topic/$mpw) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [Pfizer, Inc. (PFE)](/topic/$pfe) [Tesla, Inc. (TSLA)](/topic/$tsla) [Novo-Nordisk (NVO)](/topic/$nvo) [Eli Lilly and Company (LLY)](/topic/$lly) [UnitedHealth Group (UNH)](/topic/$unh) [Viking Therapeutics, Inc (VKTX)](/topic/$vktx) [Merck & Co., Inc. (MRK)](/topic/$mrk) [Moderna Inc (MRNA)](/topic/$mrna) [Sarepta Therapeutics, Inc. (SRPT)](/topic/$srpt) [Apple, Inc. (AAPL)](/topic/$aapl) [Bitcoin (BTC)](/topic/$btc) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Amgen, Inc. (AMGN)](/topic/$amgn) [Verox (VRX)](/topic/$vrx) [Starbucks Corporation (SBUX)](/topic/$sbux) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Regeneron Pharmaceuticals Inc (REGN)](/topic/$regn) [Gilead Sciences, Inc. (GILD)](/topic/$gild) [Dash (DASH)](/topic/$dash) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Peloton Interactive, Inc. Class A Common Stock (PTON)](/topic/$pton) [Carnival Corp (CCL)](/topic/$ccl) [Bank of Nova Scotia (BNS)](/topic/$bns) [Nike Inc (NKE)](/topic/$nke) [Illumina, Inc. (ILMN)](/topic/$ilmn) [Discover Financial Services (DFS)](/topic/$dfs) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Walmart, Inc. (WMT)](/topic/$wmt) [Spirit Airlines, Inc. (SAVE)](/topic/$save)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Yield curve says:"  
[X Link](https://x.com/Mike_Taylor1972/status/1156648662975561729)  2019-07-31T19:31Z 57.1K followers, [--] engagements


"$CMV drug multikine: what is it A non descriptive cocktail of cytokines in a P3 for 7-9 yrs dosed for a very short period. And I love dosing: they have no idea how where how much or why to dose the way they did. All that is drug development [---]. Bagholders on the come"  
[X Link](https://x.com/Mike_Taylor1972/status/1223289629736042503)  2020-01-31T16:59Z 60.6K followers, [--] engagements


"$UTHR: a MoA that makes little sense frequently fails in cancer studies especially when its a cocktail of nonsense. $CVM next"  
[X Link](https://x.com/Mike_Taylor1972/status/1224310430539055104)  2020-02-03T12:35Z 57.1K followers, [--] engagements


"$CVM: in [----] responded to SARS and W.Nile w a PR that went to visit Dr. Zero (point zero) - u can't get it on the Website (save the embarrassment). It reads so similar to today's Covid19 "solution". Enjoy below for the Bagholders"  
[X Link](https://x.com/Mike_Taylor1972/status/1237089013078556672)  2020-03-09T18:52Z 57.1K followers, [--] engagements


"$CAKE the final bagholder Roark Capital poured icing all over this dumpsterfire. Just bought [--] months of bonfire observation. Enjoy"  
[X Link](https://x.com/Mike_Taylor1972/status/1252279896702947331)  2020-04-20T16:56Z 57.2K followers, [--] engagements


"We will likely find out someone is holding this bag: CL1 . $HSBC anyone"  
[X Link](https://x.com/Mike_Taylor1972/status/1252301811509231625)  2020-04-20T18:23Z 57.1K followers, [--] engagements


"$MAR CEO Arne Sorenson fresh off Bloomberg TV: when asked on this 2Q20 performance immediately starts self-massaging his hands and fingers"  
[X Link](https://x.com/Mike_Taylor1972/status/1252317874884050944)  2020-04-20T19:27Z 57.1K followers, [--] engagements


"$MSFT has about 12% catch-down to the SPX"  
[X Link](https://x.com/Mike_Taylor1972/status/1252639354968772608)  2020-04-21T16:44Z 57.2K followers, [--] engagements


"$THD - currently my favorite EM short: Normally tracks pretty close with $XME (materials ETF) currently CORR of [----] which is a very very high CORR"  
[X Link](https://x.com/Mike_Taylor1972/status/1271147767663116296)  2020-06-11T18:30Z 60.8K followers, [--] engagements


"@michael55672851 I think its mostly a positive reflection on the EMA and a -mark for a BizDev team that convinced a CEO ($NVS) that spending $3bn was a good idea. Reminds me of recent acqs in the space $KITE $JUNO $ALDR $MDVN (and about [--] more) that are NPV negative"  
[X Link](https://x.com/Mike_Taylor1972/status/1276496341925900292)  2020-06-26T12:43Z 61.1K followers, [--] engagements


"$AMC: just did the "hey we have this awesome deal w Universal".and followed it up with "we're probably going bankrupt" up 25% and down 25% in [--] min. Bagholders galore"  
[X Link](https://x.com/Mike_Taylor1972/status/1288225811779158017)  2020-07-28T21:32Z 57.1K followers, [---] engagements


"Recall the #CCP is not beholden to Law Rights Courts Oversight or Consequences. The #CCP runs a forced Human Organ Extraction program (ie: murder for body parts). How shocking is it Saleen got ripped off for auto designs"  
[X Link](https://x.com/Mike_Taylor1972/status/1289935531879481344)  2020-08-02T14:46Z 57.1K followers, [--] engagements


"Today was the day when the fed said I dont care what the data says we will be printing for years. This likely bc expanding de-globalization poor UST fiscal standing and (Likely) government spending gone wild w future state bailouts the natural buyer of UST will be absent. [--] things that I am anticipating [--]. Fed will (Thurs) announce lower for years (w QE MOAR 2.0) [--]. #CCP19 reinfections - we will know rate over next [--] weeks. [--]. ALL the vaccines will have 90% efficacy [--]. By end Oct major waves of school closings [--]. Trump wins election [--] things that I am anticipating [--]. Fed will (Thurs) announce"  
[X Link](https://x.com/Mike_Taylor1972/status/1299191534265479169)  2020-08-28T03:46Z 57.1K followers, [--] engagements


"$HZNP breakout was a big deal while most large cap drug stocks are slowly rolling over. Vs my $ABBV short is much more dramatic"  
[X Link](https://x.com/Mike_Taylor1972/status/1314415699411038208)  2020-10-09T04:01Z 57.1K followers, [--] engagements


"$PFE looking for Covid Vaccine EUA in Nov"  
[X Link](https://x.com/Mike_Taylor1972/status/1317065615098761216)  2020-10-16T11:31Z 57.1K followers, [--] engagements


"$CCL vs. $PTON I actually have several paired short - but this probably works out as a good spread. Volatile - we'll see how this goes"  
[X Link](https://x.com/Mike_Taylor1972/status/1318278938242830340)  2020-10-19T19:52Z 57.1K followers, [--] engagements


"$PFE i cant imagine how many will be on the call"  
[X Link](https://x.com/Mike_Taylor1972/status/1320871101308801024)  2020-10-26T23:33Z 57.1K followers, [--] engagements


"#CCP19 trade is putting in some tough charts: It is improbable that a #CCP19 epidemic will happen again in the US. This is the last gasp. (thank god) But for these and many more names [----] and beyond comps are "incompable" $PTON $TDOC"  
[X Link](https://x.com/Mike_Taylor1972/status/1327267662402113537)  2020-11-13T15:10Z 57.1K followers, [--] engagements


"For [----] (IMHO) u want to own turn-around-stories vs names with impossible comps (Covid plays): Below $LYV cs $PTON (there are many similar - just here are [--] u already know. Spread since Oct [--] of the @Hedgeye Investor Summit where I expressed trades like this. Spread now is 40%"  
[X Link](https://x.com/Mike_Taylor1972/status/1329851726409691136)  2020-11-20T18:18Z 57.1K followers, [--] engagements


"$HSBC is now effectively a #CCP state bank that claims to be UK based"  
[X Link](https://x.com/Mike_Taylor1972/status/1335868488146149377)  2020-12-07T08:47Z 57.2K followers, [--] engagements


"$ABT as a stock has benefited greatly from Covid diagnosis/testing - watch this chart - as it fights to hold the 100dma - Even today we're seeing exit from covid trades.continuing"  
[X Link](https://x.com/Mike_Taylor1972/status/1341070464601509891)  2020-12-21T17:18Z 57.1K followers, [--] engagements


"$SRPT beware drugs that look modestly effective. They tend to blow up due to wide std dev"  
[X Link](https://x.com/Mike_Taylor1972/status/1347306060068040715)  2021-01-07T22:16Z 57.2K followers, [--] engagements


"That Apple $AAPL has dropped Parler from their app store (just now) means the Taylor family will also be dropping all of their $APPL products. @therealmiketaylor on Parler"  
[X Link](https://x.com/Mike_Taylor1972/status/1348075814768807936)  2021-01-10T01:14Z 61.4K followers, [---] engagements


"This summer we will find out WHO was the gigantic Repo user [--] summers ago when Repo-madness occurred. My top contenders for the crown. $HSBC. $DB CSFB. - Nerdy me really cant wait to know"  
[X Link](https://x.com/Mike_Taylor1972/status/1372325579387777037)  2021-03-17T23:14Z 57.1K followers, [---] engagements


"$ROCH converts SPAC to be $PCT. will be marvelous to watch this play out"  
[X Link](https://x.com/Mike_Taylor1972/status/1372353669203640321)  2021-03-18T01:06Z 61.1K followers, [---] engagements


"$PCT (yesterday $ROCH) it appears that several eyeballs have stumbled upon this for good reason. There appears to be a lot of implied discount (5x) to the current equity price"  
[X Link](https://x.com/Mike_Taylor1972/status/1372538019836727301)  2021-03-18T13:18Z 61.1K followers, [--] engagements


"Recall her #1 job: making the UST look solvent. All the balance sheet nightmares (EU Japan CCP) will love higher taxes. They will disguise this as fairness. Replace that word w insolvent and the argument makes a lot more sense. https://www.realclearmarkets.com/articles/2021/04/07/janet_yellen_is_serious_and_thats_really_sad_771835.html https://www.realclearmarkets.com/articles/2021/04/07/janet_yellen_is_serious_and_thats_really_sad_771835.html"  
[X Link](https://x.com/Mike_Taylor1972/status/1381724531996377093)  2021-04-12T21:42Z 57.1K followers, [--] engagements


"@RateOfChange2 The $JDSU of 2001"  
[X Link](https://x.com/Mike_Taylor1972/status/1391364943178502147)  2021-05-09T12:10Z 61.5K followers, [--] engagements


"This is among the strangest days I have seen in a very very long time - and likely a very very difficult day for HedgeFund Neural-Books. $ARKK vs the $ITB (housing) (($ARKK is winning)) we may be seeing the "inflation" impact on cyclicals vs a VERY oversold tech sector"  
[X Link](https://x.com/Mike_Taylor1972/status/1392137903120306177)  2021-05-11T15:21Z 57.2K followers, [--] engagements


"$BIIB and here it comes. https://www.fiercepharma.com/pharma/we-have-serious-concerns-congressional-democrats-launch-probe-into-approval-pricing-for $BIIB: I am smelling a whiff of Congressional Inquiry into the approval of Aducanumab. (I have no datapoint but these "quits" from the Advisory Committee is unprecedented and will not go unnoticed) https://www.fiercepharma.com/pharma/we-have-serious-concerns-congressional-democrats-launch-probe-into-approval-pricing-for $BIIB: I am smelling a whiff of Congressional Inquiry into the approval of Aducanumab. (I have no datapoint but these "quits""  
[X Link](https://x.com/Mike_Taylor1972/status/1408805687451336705)  2021-06-26T15:13Z 57.2K followers, [--] engagements


"I promise. This time no filter. We're bringing him back .😎 If you're looking for unfiltered truth bombs and actionable investing ideas your search is over. THE @Mike_Taylor1972 is going one-on-one with @KeithMcCullough one week from today. Register for 100% free access: https://t.co/5aAalw00bx https://t.co/RtYQdMlRad We're bringing him back .😎 If you're looking for unfiltered truth bombs and actionable investing ideas your search is over. THE @Mike_Taylor1972 is going one-on-one with @KeithMcCullough one week from today. Register for 100% free access: https://t.co/5aAalw00bx"  
[X Link](https://x.com/Mike_Taylor1972/status/1412490878300659716)  2021-07-06T19:17Z 57.9K followers, [---] engagements


"Take note: travel/leisure rallies on $LUV neg preannouncement"  
[X Link](https://x.com/Mike_Taylor1972/status/1425459395631198209)  2021-08-11T14:09Z 57.2K followers, [--] engagements


"Second Place in the Regional Series A blowout showing for Maxs Rookie year More to come (Thank you all for the kind words of encouragement) #TroglodyteNation"  
[X Link](https://x.com/Mike_Taylor1972/status/1439775883611492355)  2021-09-20T02:18Z 57.1K followers, [---] engagements


"There is a great difference btw a rate-hike and reduced activity at the printing press. Going from [--] to [--] is still very very loud. Only Spinal Tap might argue otherwise"  
[X Link](https://x.com/Mike_Taylor1972/status/1441015742607118345)  2021-09-23T12:25Z 57.1K followers, [--] engagements


"$MRK / Ridgeback #CCP19 treatment pill is a big deal. Data looks good cutting hospitalizations from 14% to 7%. Marking the beginning of the end IMHO to a lot of suffering. And possibly the break to extremely highly valued Vax names"  
[X Link](https://x.com/Mike_Taylor1972/status/1443896207911292948)  2021-10-01T11:10Z 57.2K followers, [---] engagements


"@sindreflogstad @KeithMcCullough On names like $PCT it is not important to me what it does in the short-term. I hope lower but not sure I will get many more chances. Longer term its a 20-30x in my view. And I made all my big money on longer term bets. $CELG $GILD $REGN $PCYC and on and on"  
[X Link](https://x.com/Mike_Taylor1972/status/1445890242649673728)  2021-10-06T23:14Z 61.2K followers, [--] engagements


"BOOM Am so happy we can make this AMAZING ETF available to all. $PINK. #DoWellDoGood We are thrilled to introduce our latest ETF: $PINK Simplify Health Care ETF - Shares for the Cure - is the first-ever ETF committed to donating all proceeds to the Susan G. Komen breast cancer organization. Learn more here: https://t.co/RcK0lzNTgJ @Susangkomen https://t.co/KcMHiRMYte We are thrilled to introduce our latest ETF: $PINK Simplify Health Care ETF - Shares for the Cure - is the first-ever ETF committed to donating all proceeds to the Susan G. Komen breast cancer organization. Learn more here:"  
[X Link](https://x.com/Mike_Taylor1972/status/1446496344437366808)  2021-10-08T15:22Z 57.2K followers, [---] engagements


"@nigelhart717 As in 850mn by April"  
[X Link](https://x.com/Mike_Taylor1972/status/1457449546078904321)  2021-11-07T20:47Z 61.1K followers, [--] engagements


"$PTON was committed (guidance for 2022) to lose no more than $325m (or so) for the year. I felt that number was a far reach. The $1b offering today prevents a restructuring in [----]. But points to a much higher burn for 2022"  
[X Link](https://x.com/Mike_Taylor1972/status/1460583755425456131)  2021-11-16T12:21Z 57.1K followers, [--] engagements


"#CCP strict parent dollar-denominated junk-bonds hit an average of 22% yield. (For you non-bond guys out there thats a 3-alarm-shiit-sandwich)"  
[X Link](https://x.com/Mike_Taylor1972/status/1468180553983795201)  2021-12-07T11:28Z 57.1K followers, [--] engagements


"Vax update: Getting the booster this week. Should buy the [--] weeks or so thru the thick of Omicron until $PFE's pill is widely available (March/April). I have been delaying timing around this booster to get it to match w the #CCP19 Omicron ramp"  
[X Link](https://x.com/Mike_Taylor1972/status/1472691646701707281)  2021-12-19T22:13Z 57.1K followers, [--] engagements


"TUR/USD: Here is the End Game plays. [--]. Deposit your $USD and we will give u Lira at a fixed rate where u are compensated with (Freshly Printed) Lira if the Fx rate drops. [--]. U will never get your $USD back. [--]. Later holding $USD will be illegal. https://www.ft.com/content/5301a1ce-2658-4452-860c-4c19fbcaa037 https://www.ft.com/content/5301a1ce-2658-4452-860c-4c19fbcaa037"  
[X Link](https://x.com/Mike_Taylor1972/status/1473297615001473032)  2021-12-21T14:21Z 57.1K followers, [--] engagements


"$MRNA (and many vax names) Possibly the beginning of the end. $MRNA: the movement today up and a 15% reversal down was a very informative event. I believe the Street is realizing that the pipeline and future revenues at $100bn (fully diluted) is unattractive. Post Omicron I am unsure that the vaccine business is sustainable. https://t.co/tC76QH8PbJ $MRNA: the movement today up and a 15% reversal down was a very informative event. I believe the Street is realizing that the pipeline and future revenues at $100bn (fully diluted) is unattractive. Post Omicron I am unsure that the vaccine business"  
[X Link](https://x.com/Mike_Taylor1972/status/1473721818531999747)  2021-12-22T18:27Z 57.1K followers, [--] engagements


"$BIIB has been long-lived disappointment to investors. For MS patients over the decades their treatments have been a Godsend: Tysabri Tecfidera and Avonex. [--] of the [--] were once thought of as clinical long-shots. Reuters now reporting that Samsung BioLogics says that buyout talks with $BIIB are untrue https://t.co/Cxp3mfESpv Reuters now reporting that Samsung BioLogics says that buyout talks with $BIIB are untrue https://t.co/Cxp3mfESpv"  
[X Link](https://x.com/Mike_Taylor1972/status/1476398760964075523)  2021-12-30T03:44Z 61.1K followers, [--] engagements


"$HUM with a weak CFO and recurring growing compounding business with massive demographic tailwind: when this happens its very very ripe for an activist. (Very very very)"  
[X Link](https://x.com/Mike_Taylor1972/status/1479489852315996172)  2022-01-07T16:27Z 57.1K followers, [--] engagements


"$LYV vs $ZM We're still having fun b/c you're still the #1"  
[X Link](https://x.com/Mike_Taylor1972/status/1496593984063524867)  2022-02-23T21:13Z 57.1K followers, [--] engagements


"$PCT 4Q21: remarkable execution GA plant funded this month PP5 Recycling Capacity MUCH higher than we thought 3rd Plant now planning Looks like a 2023-24 run rate of $500m of EBITDA going to $Bns of EBITDA Co will likely be self-funding for future"  
[X Link](https://x.com/Mike_Taylor1972/status/1501642853944016905)  2022-03-09T19:35Z 57.1K followers, [---] engagements


"Binance: closed for scheduled maint: (IE: Exit to Cook Islands)"  
[X Link](https://x.com/Mike_Taylor1972/status/1524728848251854848)  2022-05-12T12:31Z 57.1K followers, [--] engagements


"Is it all connected 🚨#CelsiusNetwork sent [-----] Ether ($275 million) to #Anchor protocol in the last two weeks- *half of it in the last [--] hours.*"  
[X Link](https://x.com/Mike_Taylor1972/status/1536495499251163138)  2022-06-13T23:47Z 57.1K followers, [--] engagements


"@_indifferentia_ @dragonagerogue @_dpgibson It is VERY exciting to see a decade-long pilot move to the yield phase. I spent [--] years searching for these ideas to come through. I have found MANY: $GILD $REGN $CELG $PCYC"  
[X Link](https://x.com/Mike_Taylor1972/status/1543042848018268161)  2022-07-02T01:24Z 61.2K followers, [--] engagements


"***Binance to Sell Rest of FTX Given the few players left standing at the very end of ponzi schemes collapsing grabbing liquidity is the ultimate weapon: Use it while you can. https://www.coindesk.com/business/2022/11/06/binance-sells-holdings-of-ftx-token-as-alameda-ceo-defends-firms-financial-condition/ https://www.coindesk.com/business/2022/11/06/binance-sells-holdings-of-ftx-token-as-alameda-ceo-defends-firms-financial-condition/"  
[X Link](https://x.com/Mike_Taylor1972/status/1589705942182002689)  2022-11-07T19:46Z 57.2K followers, [--] engagements


"$NKE Q is ok - so sell IG CDS 5yr (it's really that silly) Am long for the week about 30% net - and I really really dont want to be"  
[X Link](https://x.com/Mike_Taylor1972/status/1605627340414820352)  2022-12-21T18:12Z 57.2K followers, 12.2K engagements


"$CRM not a freeze but job cuts. It is a very interesting job mkt"  
[X Link](https://x.com/Mike_Taylor1972/status/1610603489083662341)  2023-01-04T11:46Z 57.2K followers, 11.2K engagements


"$FND - machines kiss the 100dma and blahhhhhh"  
[X Link](https://x.com/Mike_Taylor1972/status/1610658647738040320)  2023-01-04T15:25Z 57.2K followers, [----] engagements


"$CRM: this is what happens to mature rollups. RARELY do they trade at this (high) multiple w most EPS on the come and scant FCF"  
[X Link](https://x.com/Mike_Taylor1972/status/1613151165818232832)  2023-01-11T12:29Z 57.2K followers, 20.4K engagements


"@zhanover I dont have a fav driver. Most are amazing"  
[X Link](https://x.com/Mike_Taylor1972/status/1613520679458029569)  2023-01-12T12:58Z 57.1K followers, [---] engagements


"Nothing special but P5 for first Indy preseason race in the books. A decent start with a lot of wood to chop. We breathe we race"  
[X Link](https://x.com/Mike_Taylor1972/status/1623807882092335107)  2023-02-09T22:15Z 57.2K followers, 13.3K engagements


"M2 money supply: just take a look since [----] What could possibly go wrong now that it's YY down - try to find a moment ON RECORD that M2 was negative"  
[X Link](https://x.com/Mike_Taylor1972/status/1626387470987165703)  2023-02-17T01:06Z 57.1K followers, 53.8K engagements


"$SI - this is special"  
[X Link](https://x.com/Mike_Taylor1972/status/1631052267536171009)  2023-03-01T22:02Z 57.1K followers, 22.1K engagements


"$CMG if this one put up a seq crap Q it could have a 30% correction. (Chances are pretty high IMHO)"  
[X Link](https://x.com/Mike_Taylor1972/status/1633207402697990144)  2023-03-07T20:46Z 57.2K followers, 11.7K engagements


"$FND plz explain how [---] to 0% SSS guide for [--] is trading at 35x PE. This is big box retail store"  
[X Link](https://x.com/Mike_Taylor1972/status/1633207825706147840)  2023-03-07T20:47Z 57.1K followers, 13.3K engagements


"Aside from the beginnings of a Commercial Real Estate slowdown (crisis) expect lending to slow in housing due to below"  
[X Link](https://x.com/Mike_Taylor1972/status/1635981209883820032)  2023-03-15T12:28Z 57.1K followers, 10.1K engagements


"@AlderLaneEggs I am long $ENVX"  
[X Link](https://x.com/Mike_Taylor1972/status/1636859920803930112)  2023-03-17T22:39Z 61.2K followers, 11.6K engagements


"$XRT never knew it could be weighted like this"  
[X Link](https://x.com/Mike_Taylor1972/status/1643276687382044673)  2023-04-04T15:37Z 57.2K followers, 29.8K engagements


"In my [--] week absence: I have to bring u up to speed: Retail sales: super dooooper bad"  
[X Link](https://x.com/Mike_Taylor1972/status/1648370642645917697)  2023-04-18T16:59Z 57.2K followers, 58.3K engagements


"$VNO no div for you. For now"  
[X Link](https://x.com/Mike_Taylor1972/status/1651548130792415232)  2023-04-27T11:25Z 57.2K followers, [----] engagements


"@farrmacro Good luck to em. Let the ponzi live there. Good luck regulating - if they do so the value (which is a ponzi) is zero"  
[X Link](https://x.com/Mike_Taylor1972/status/1655793851653582848)  2023-05-09T04:36Z 57.1K followers, [----] engagements


"Indy from around P12. 12pm - LiVE (Below link) Car is patched up #33 black n $PINK #LetsGoMax https://www.youtube.com/live/a6T0uTnElAAfeature=share https://www.youtube.com/live/a6T0uTnElAAfeature=share"  
[X Link](https://x.com/Mike_Taylor1972/status/1657407357670785027)  2023-05-13T15:28Z 57.1K followers, [----] engagements


"$AMGN / $HZNP : the FTC coming out and putting the kibosh on this deal around drug pricing and PBM issues - is really really bad for the drug space. At issue is all the drug space utilizes pricing/rebates to synthetically lock-up Drug formulary positioning"  
[X Link](https://x.com/Mike_Taylor1972/status/1658562462860431362)  2023-05-16T19:58Z 57.1K followers, 10.3K engagements


"@GerberKawasaki @tedlieu You should be on the Board of Presidents $TSLA Fed Treasury Crypto heck everything"  
[X Link](https://x.com/Mike_Taylor1972/status/1660357045755822085)  2023-05-21T18:49Z 56.3K followers, [--] engagements


"The knife is drawn. MAGA House Republicans are threatening a default that could cost us millions of jobs and trigger a recession. All because they are demanding deep cuts that will hurt hardworking families even while they protect tax breaks for the wealthy and corporations. Ive got a plan to https://t.co/8kiBsJRprj MAGA House Republicans are threatening a default that could cost us millions of jobs and trigger a recession. All because they are demanding deep cuts that will hurt hardworking families even while they protect tax breaks for the wealthy and corporations. Ive got a plan to"  
[X Link](https://x.com/Mike_Taylor1972/status/1660427972979859456)  2023-05-21T23:30Z 61.2K followers, 47K engagements


"I realize I will get heat for this: This is not control it is not good but it is lucrative at a steep steep steep life-cost"  
[X Link](https://x.com/Mike_Taylor1972/status/1661690219584684034)  2023-05-25T11:06Z 56.5K followers, [--] engagements


"$BBY - so discounting going to [----] levels: means margins "poof" *BEST BUY SEES PROMOTIONS RETURNING TO PRE-PANDEMIC NORMS"  
[X Link](https://x.com/anyuser/status/1661756457698598916)  2023-05-25T15:29Z [--] followers, [--] engagements


"$IEP: we are probably getting close to the "margin call" forced sell by brokers. (I dont know where that limit is) but we might be seeing PBs hedge at this point pressuring the event. We saw similar on $BSX in 2008/9"  
[X Link](https://x.com/Mike_Taylor1972/status/1661774468849577995)  2023-05-25T16:41Z 56.5K followers, 10.9K engagements


"@mike_tweets @jimcramer @Stephanie_Link @terranovajoe $ILMN has negative pricing power with entrants taking price down. This is a VERY difficult spot for them"  
[X Link](https://x.com/Mike_Taylor1972/status/1661852273100611586)  2023-06-25T02:54Z 56.5K followers, [----] engagements


"@AlderLaneEggs @BillAckman @SBF_FTX $VRX - we so vividly recall that pitch from Ed Hymans lectern into a room full of Healthcare PMs. A formative moment in my career"  
[X Link](https://x.com/Mike_Taylor1972/status/1662650621118279682)  2023-05-28T02:42Z 56.3K followers, [----] engagements


"@BenKizemchuk @Sell_Calls @profplum99 @Hedgeye I run a hedged book. I have a sea of positions that will be visiting Dr Zero. Many are already nearly there. This allows me to size great ideas. From my position $PCT vs $NKLA has been a success. Or $DNA $CURV $DTC $BUZZ $LEV And a dozen more"  
[X Link](https://x.com/Mike_Taylor1972/status/1664639829844402178)  2023-06-02T14:27Z 57K followers, [----] engagements


"$AAPL: was this mkt really i mean ReAlLy waiting on the edge of its seat for a $3500 VR headset .and then the $3500 price came out "his prices are insane" .blotto. Sell. Today is the first day in a while where my book opened up and accelerated thru the entire day"  
[X Link](https://x.com/Mike_Taylor1972/status/1665811096685379584)  2023-06-05T20:01Z 56.5K followers, [--] engagements


"$BTC: while the fraud was clear to many in April [----] it became clear to all willing to listen to SBFs interview (below) where he articulated the staking Ponzi Scheme. The #MSM @SECGov $BTC promoters turned a deaf ear to the obvious"  
[X Link](https://x.com/Mike_Taylor1972/status/1665848546002714627)  2023-06-05T22:30Z 56.5K followers, [--] engagements


"@americanhodl8 @profplum99 @NY_HODL @JoeCarlasare That tweet space was special. Crypto is up bc millennials are left behind and cant make it (get rich quick) in $aapl stock. Just listen to that crap [--] times"  
[X Link](https://x.com/Mike_Taylor1972/status/1666202040219885581)  2023-06-06T21:54Z 56.3K followers, [--] engagements


"@Cejasiansong @frank76201006 @RJRCapital @neelkashkari @MaryDalyEcon Which reverses hard starting now"  
[X Link](https://x.com/Mike_Taylor1972/status/1667745296246538241)  2023-06-11T04:07Z 61K followers, [---] engagements


"@indifferentia_ @tristandeboer @ZeroSumBond @AIMhonesty @AlderLaneEggs @Tether_to It makes zero sense. But the marketing to suck people in is genius"  
[X Link](https://x.com/Mike_Taylor1972/status/1669518549218361345)  2023-06-16T01:33Z 56.5K followers, [--] engagements


"$PINK: Thank you all for making this happen @SimplifyAsstMgt @profplum99 @PaulKim_ETFs @SusanGKomen We have only just begun the fight for the Cure"  
[X Link](https://x.com/Mike_Taylor1972/status/1669522543466651650)  2023-06-16T01:49Z 56.4K followers, 40.9K engagements


"@TradesmanUS @hendry_hugh @coinbase @BlackRock @CathieDWood Have to realize $COIN does not make money and as they lose all the high spread crypto trade (read penny stock boiler-room crypto) it gets worse a lot worse"  
[X Link](https://x.com/Mike_Taylor1972/status/1669883323894693888)  2023-06-17T01:43Z 56.5K followers, [--] engagements


"@private_dataguy @StevenShadduck Or already: $WE $NKLA $LEV on and on"  
[X Link](https://x.com/Mike_Taylor1972/status/1670242176163348482)  2023-06-18T01:29Z 56.3K followers, [---] engagements


"@AlderLaneEggs $PCTs margin estimate is base case on the least profitable plant and sales contracts by a mile. This hedgie has not dug into the thesis at all. (Which by the way is a GREAT thing"  
[X Link](https://x.com/Mike_Taylor1972/status/1671667860660183040)  2023-06-21T23:54Z 56.5K followers, [--] engagements


"@farrmacro The narrative is best heard while wearing an AssHat"  
[X Link](https://x.com/Mike_Taylor1972/status/1673707769126330368)  2023-06-27T15:00Z 56.4K followers, [----] engagements


"$PCT mult yr consolidation to resistance and breakout (today) on volume sans news. - this IS what every Quant screen looks for"  
[X Link](https://x.com/Mike_Taylor1972/status/1674461366571130881)  2023-06-29T22:32Z 56.5K followers, 35.6K engagements


"@jimchubb So its all lies Biden was not shaking down payments w his son (decorated navy vet and Board Member Energy expert) Hunter"  
[X Link](https://x.com/Mike_Taylor1972/status/1674536320482377728)  2023-06-29T21:52Z 56.3K followers, [--] engagements


"@Mr_Derivatives This seems really useful"  
[X Link](https://x.com/Mike_Taylor1972/status/1674566860354756608)  2023-06-29T23:55Z 56.5K followers, [----] engagements


"$PCT: It was right there in plain sight. The fluidic math around the PP5 refiner (bc it is a refiner) showed it should produce at scale quickly (few have done the math). What is at scale I would encourage them to do the work to find out I am Not here for JUST a 10x return @WinstonV99 @_dpgibson @agnostoxxx @GNWZ02 @Mike_Taylor1972 well now we know $PCT https://t.co/wFu8Xt15Ja https://t.co/apuQ4VeEAI @WinstonV99 @_dpgibson @agnostoxxx @GNWZ02 @Mike_Taylor1972 well now we know $PCT https://t.co/wFu8Xt15Ja https://t.co/apuQ4VeEAI"  
[X Link](https://x.com/Mike_Taylor1972/status/1674746234156773381)  2023-06-30T11:46Z 61.4K followers, 35.7K engagements


"@BitcoinTina @YouTube No models assume price cuts. In anything. Even $GIS that has -6% unit growth. 5% pricing growth is assumed. OLD WALL"  
[X Link](https://x.com/Mike_Taylor1972/status/1675208260410912770)  2023-07-01T18:22Z 58.2K followers, [---] engagements


"@JesusShuttlewor All of them will crescendo at the same time. it all happens when people become aware of negative pricing which is likely within the next [--] weeks"  
[X Link](https://x.com/Mike_Taylor1972/status/1678435726352891909)  2023-07-10T16:59Z 56.3K followers, [---] engagements


"@KevinTo46998360 @USGluvswhiskey @HedgeyeREITs @Hedgeye_REITs I do all of healthcare. Guys all the scams of $MPW is in the public record. Including the boat the players the construction firms. There are many scams that go on in all sectors - and the specialist HF players know most of them. Waste my time and u are blocked"  
[X Link](https://x.com/Mike_Taylor1972/status/1678940545656160256)  2023-07-12T02:45Z 56.5K followers, [---] engagements


"@shawnchemtov @EmilyJBrill @Trupanion @AlderLaneEggs Hell NO. Just get a NEW GC that decides not material. And BINGO. Problem silenced. Just ask $VRX"  
[X Link](https://x.com/Mike_Taylor1972/status/1678943015509819392)  2023-07-12T01:43Z 56.3K followers, [----] engagements


"@AbeDecimus @USGluvswhiskey @Hedgeye_REITs @KevinTo46998360 @realDonaldTrump $PINK: the net profits go to the Susan G Komen Foundation. My personal comp also goes to the Susan G Komen Foundation. Compare $PINK performance vs Healthcare funds from T-Rowe Price and Fidelity. and then consider I do that for free"  
[X Link](https://x.com/Mike_Taylor1972/status/1679084225650126850)  2023-07-12T11:04Z 56.5K followers, [---] engagements


"@VistaCapMgmt I have a feeling"  
[X Link](https://x.com/Mike_Taylor1972/status/1679162253860282368)  2023-07-12T17:15Z 56.5K followers, [---] engagements


"Discounting has started"  
[X Link](https://x.com/Mike_Taylor1972/status/1679476612050595841)  2023-07-13T13:03Z 56.5K followers, 14.6K engagements


"$OMC - 2Q23 big advertising player With pricing power Puts up a lowlow single digit comp (with acquisitions) US 2% At a TWO year high and peak multiple. Guess what the pricing power looks like moving fw"  
[X Link](https://x.com/Mike_Taylor1972/status/1681482135310401537)  2023-07-19T01:52Z 57K followers, 13.7K engagements


"USTreasury is likely IMHO to finance all the deficit spend ($2TRN 23-24) on the very short end of the curve taking it all from Reverse Repo at the Fed. This acts like a bit of QE and operation Twist keeping the LT yields down"  
[X Link](https://x.com/Mike_Taylor1972/status/1681659577350205440)  2023-07-19T18:37Z 56.5K followers, 14.4K engagements


"$DFS: After "parabolic" loan growth (Old Wall likes) Total loans +19% YY +5% QQ Defaults up 1/3 YY to 3.7% BUYbacks halted Sees FY Loan Growth FLAT vs Teens previous (meaning negative loan growth) $DFS has essentially stopped new lending. Stay Classy:"  
[X Link](https://x.com/Mike_Taylor1972/status/1681781350930567169)  2023-07-19T21:41Z 56.9K followers, 26.9K engagements


"$TSLA: is about 200k+ calls on the tape for Friday exp. $290 strike. RoboTaxi is right around the corner. "it will be gooder than good""  
[X Link](https://x.com/Mike_Taylor1972/status/1681783559525105666)  2023-07-20T00:12Z 56.5K followers, [----] engagements


"$NFLX: drops the $9.99 /mo deal FCF improves for 2H - due to Actor/Writer Strike Cutting the password-sharing makes for V difficult [----] comps 2% beat on Paid memberships 238m vs 234m 2H23 is peak for comps FCF (IMHO) [----] will be much much much slower growth"  
[X Link](https://x.com/Mike_Taylor1972/status/1681785357551955973)  2023-07-19T21:57Z 56.5K followers, [--] engagements


"@DiMartinoBooth Just look at unit sales or container pricing or Cap One or $DFS. Or Truck Inventory Or CRE Or the contorted inverted yield curve. Or National Kart racing where only TWO Sr drivers showed up this practice weekend before the finals"  
[X Link](https://x.com/Mike_Taylor1972/status/1683152738140540928)  2023-07-23T16:30Z 56.5K followers, [----] engagements


"$LUV and airlines - we talked about this on Spaces w @Hedgeye last night at 10pm. (U snooze u lose) Airlines are losing pricing power. at the same time input costs are rising"  
[X Link](https://x.com/Mike_Taylor1972/status/1684550636065419265)  2023-07-27T13:05Z 57K followers, 17.6K engagements


"$F translation: Prices are going down Costs are going up FORD CFO SAYS SLOWDOWN IN EV DEMAND FOR THE INDUSTRY IS BECAUSE THE VEHICLES ARE TOO EXPENSIVE NOT BECAUSE OF DEMAND FORD CFO: NEW UAW LABOR CONTRACT WILL RAISE COSTS FORD CFO SAYS COMPANY STILL AIMING FOR 150K ANNUAL PRODUCTION RATE FOR LIGHTNING THIS YEAR FORD CFO SAYS SLOWDOWN IN EV DEMAND FOR THE INDUSTRY IS BECAUSE THE VEHICLES ARE TOO EXPENSIVE NOT BECAUSE OF DEMAND FORD CFO: NEW UAW LABOR CONTRACT WILL RAISE COSTS FORD CFO SAYS COMPANY STILL AIMING FOR 150K ANNUAL PRODUCTION RATE FOR LIGHTNING THIS YEAR"  
[X Link](https://x.com/Mike_Taylor1972/status/1684670955610583040)  2023-07-27T21:03Z 57.1K followers, 15K engagements


"$F looking ahead: neg pricing power. Labor costs rising. op margins IMHO likely to drop"  
[X Link](https://x.com/Mike_Taylor1972/status/1684914292326330368)  2023-07-28T13:10Z 56.9K followers, [----] engagements


"A bright friend of mine suggested that BoJ will have to print a ton of $$$ just to contain the rate move (again). Revealing that printing accelerates during inflation. (Thank u smart friend)"  
[X Link](https://x.com/Mike_Taylor1972/status/1684950684309794817)  2023-07-30T09:51Z 56.5K followers, 26K engagements


"@VivekGRamaswamy @KonstantinKisin Vivek is right. And I have known him from the start on Wall St"  
[X Link](https://x.com/Mike_Taylor1972/status/1685436550316716032)  2023-07-30T09:51Z 56.5K followers, [----] engagements


"@MBbiotech @BenVB11 @znoujaim Ask yourself. Has organic caught on in marketed products"  
[X Link](https://x.com/Mike_Taylor1972/status/1686053755928645632)  2023-07-31T16:59Z 56.5K followers, [---] engagements


"$SBUX. Slowing Key here is the pricing (which appears to be vanishing)"  
[X Link](https://x.com/Mike_Taylor1972/status/1686709997139316736)  2023-08-02T12:06Z 57K followers, [----] engagements


"I WILL BE ON"  
[X Link](https://x.com/Mike_Taylor1972/status/1686828948259315714)  2023-08-02T19:58Z 56.5K followers, 24.4K engagements


"UK 10Y GILTS are near the previous crisis lows. I do not see any easy outs for the BoE"  
[X Link](https://x.com/Mike_Taylor1972/status/1687054537926836226)  2023-08-03T16:05Z 56.5K followers, [----] engagements


"@ZodiacCapital33 @Croesus_BTC The fundamental is liquidity first. Then everything else"  
[X Link](https://x.com/Mike_Taylor1972/status/1687511139125534732)  2023-08-04T17:10Z 56.3K followers, [---] engagements


"@iMonk2334 @WantToDieOnMars @Croesus_BTC BoJ has disrupted that a bit or delayed it. They spark a margin call"  
[X Link](https://x.com/Mike_Taylor1972/status/1688362277227958272)  2023-08-07T01:34Z 56.5K followers, [---] engagements


"$LCID - the $ collapse expanding everywhere. Airlines Auto Retail Dining (stay tuned). Resulting in Job cuts to try and keep margins"  
[X Link](https://x.com/Mike_Taylor1972/status/1688533465946349568)  2023-08-07T12:52Z 56.5K followers, [--] engagements


"The GLP1 (weight loss) data out of $NVO this am shows a CV benefit in seriously ill patients with previous MI (heart attack). Medicare will v likely pickup coverage for the GLP1 class. This is incredibly bigggly. @HedgeyeRJM @Hedgeye Big move from $LLY today 👀 & @Mike_Taylor1972 answered my question about LLY discussing the bull case on the @HedgeyeRJM spaces last week. cc @trendwhizo @HedgeyeRJM @Hedgeye Big move from $LLY today 👀 & @Mike_Taylor1972 answered my question about LLY discussing the bull case on the @HedgeyeRJM spaces last week. cc @trendwhizo"  
[X Link](https://x.com/Mike_Taylor1972/status/1688938783452823552)  2023-08-08T15:42Z 57K followers, 16.4K engagements


"$PCT: Am so very happy for these guys. 4Q23 is likely the transition to a multi-decade pathway to dominate PP5 recycling. #Troglodyte Approved"  
[X Link](https://x.com/Mike_Taylor1972/status/1689339823562108928)  2023-08-09T18:16Z 56.5K followers, 18.2K engagements


"$PCT: As many of u know I rarely go size on small caps unless I think its 10x In the kindest way possible to the vocal bears on this: I dont think the bear thesis is going to work out"  
[X Link](https://x.com/Mike_Taylor1972/status/1689658178357592064)  2023-08-10T15:21Z 56.5K followers, 21.9K engagements


"Jeep $STLA now sending me $8k coupons on a Grand Cherokee. - that escalated quickly"  
[X Link](https://x.com/Mike_Taylor1972/status/1689932287398281216)  2023-08-11T09:30Z 56.4K followers, [----] engagements


"Question to the masses: I have had dozens of impersonator accounts usually 1/month. Who are these people Where are these people Is there a mechanism to find out the origin of these accts"  
[X Link](https://x.com/Mike_Taylor1972/status/1690501555609321472)  2023-08-12T23:12Z 56.5K followers, 18K engagements


"Treasury Secretary or Politician Pushing a Political idolatry - Yellen has no issue with running the US balance sheet into the dirt for generations of compounded pain"  
[X Link](https://x.com/Mike_Taylor1972/status/1690717094642417664)  2023-08-13T13:29Z 56.9K followers, 25.5K engagements


"Just imagine staking crypto [--] months ago"  
[X Link](https://x.com/Mike_Taylor1972/status/1691253933107228672)  2023-08-15T01:02Z 56.5K followers, 20.5K engagements


"@farrmacro $DFS as bad debt turns vertical CEO abruptly quits"  
[X Link](https://x.com/Mike_Taylor1972/status/1691434424036941824)  2023-08-15T12:59Z 56.3K followers, [----] engagements


"#CCP $UST holdings are dropping as they burn $$$ while desperately trying to hold up an economic dumpster fire. MOAB of housing/construction bubbles"  
[X Link](https://x.com/Mike_Taylor1972/status/1692900290213601318)  2023-08-19T14:04Z 56.3K followers, 16.7K engagements


"$PCT - a very good raise for the GA plant. Next project financing. and yes everyone will say but can they make it at scale stay tuned"  
[X Link](https://x.com/Mike_Taylor1972/status/1693787404975428082)  2023-08-22T00:49Z 56.3K followers, 24.2K engagements


"$M (and retail) Credit is a problem. Recall $DFS CEO abruptly quit on 2Q into rising delinquencies. THIS is how it starts. It is also BEFORE the $2TRN in CRE refis have to happen btw now and 2025"  
[X Link](https://x.com/Mike_Taylor1972/status/1694000265534587248)  2023-08-22T14:55Z 56.9K followers, 11.8K engagements


"$FL and all retail. This is what models look like when pricing goes from +10% YY to negative. The Op-models collapse"  
[X Link](https://x.com/Mike_Taylor1972/status/1694310176914919849)  2023-08-23T11:26Z 56.5K followers, 21.4K engagements


"$WSM this too is a sell on this Q IMHO. We are inning [--]. Only [---] to -10% YY rev growth est"  
[X Link](https://x.com/Mike_Taylor1972/status/1694337511458300087)  2023-08-23T13:15Z 56.5K followers, [----] engagements


"@turtlespeed2020 This drug will likely get approved IMHO. This is what we do at $PINK"  
[X Link](https://x.com/Mike_Taylor1972/status/1694860666442555800)  2023-08-24T23:54Z 56.5K followers, [---] engagements


"Todays comedy: $BETR -93% on De-SPAC. relisting as $BADR tomorrow"  
[X Link](https://x.com/Mike_Taylor1972/status/1694887001621696953)  2023-08-25T01:38Z 61.2K followers, [----] engagements


"The mew Mayor of NYC originally demanded his comp in BTC. Wonder how that worked out"  
[X Link](https://x.com/Mike_Taylor1972/status/1695111400216207484)  2023-08-25T16:30Z 56.4K followers, 12.1K engagements


"@waquoitwonder @HedgeyeREITs Was shouting phony when $MPT handed out trophies at Barber earlier in the year at INDY race"  
[X Link](https://x.com/Mike_Taylor1972/status/1695486264974127186)  2023-08-26T17:20Z 57.4K followers, [---] engagements


"$BSX data today is a much bigger deal than 5% move. Much. Much"  
[X Link](https://x.com/Mike_Taylor1972/status/1696196252147261595)  2023-08-28T16:21Z 57K followers, [----] engagements


"@private_dataguy INVEST FOR THE CURE $PINK"  
[X Link](https://x.com/Mike_Taylor1972/status/1696199648199811086)  2023-08-28T16:34Z 56.5K followers, [---] engagements


"THIS IS THE MOST IMPORTANT ANALYSIS ON $MPT (below) Ok this one is otherworldly. OTHER. WORLDLY. Today on " $MPW 's Greatest Hits" lol. Here is where $MPW with its completely upside down cap stack and 3.3% bonds due 1Q25 yielding 11% tries to tell you that cutting the dividend to stay afloat is "opportunistic." A https://t.co/JJX2lkKB51 Ok this one is otherworldly. OTHER. WORLDLY. Today on " $MPW 's Greatest Hits" lol. Here is where $MPW with its completely upside down cap stack and 3.3% bonds due 1Q25 yielding 11% tries to tell you that cutting the dividend to stay afloat is "opportunistic.""  
[X Link](https://x.com/Mike_Taylor1972/status/1696322695485325797)  2023-08-29T00:43Z 57.6K followers, 27.5K engagements


"No comment on the state of CA"  
[X Link](https://x.com/Mike_Taylor1972/status/1698392401704779837)  2023-09-03T17:47Z 56.5K followers, 13.7K engagements


"I fear the doors are very quickly closing on the current POTUS & Son. This is a very big deal"  
[X Link](https://x.com/Mike_Taylor1972/status/1699253068330643649)  2023-09-06T02:47Z 56.5K followers, 19.7K engagements


"$SBUX $8 for a coffee. And yes I am THE GUY who likes a Triple Grande Single Pump Pumpkin Spice Latte"  
[X Link](https://x.com/Mike_Taylor1972/status/1699398367225209261)  2023-09-06T12:25Z 56.5K followers, [----] engagements


"$LUV If you listened to the Airline and Auto maker calls: Translation: we are losing pricing. and our labor costs are rising. TODAY: Warning on Fuel costs AND light bookings"  
[X Link](https://x.com/Mike_Taylor1972/status/1699402662385516931)  2023-09-06T12:42Z 57K followers, 15K engagements


"#CCP GDP data is fabricated. It is also reported as news"  
[X Link](https://x.com/Mike_Taylor1972/status/1699737672737079301)  2023-09-07T10:53Z 57.1K followers, [----] engagements


"@Charlie3Bravo3 This company has been IMHO a shell game for years. It is astonishing - mgmt cant really blame the div cut on evil hedgefunds"  
[X Link](https://x.com/Mike_Taylor1972/status/1700271929242898843)  2023-09-08T22:16Z 56.3K followers, [---] engagements


"@mikeyturley @sweatystartup I have not done the work on $ORCL. I have not traded it for [--] yrs"  
[X Link](https://x.com/Mike_Taylor1972/status/1700850351258161563)  2023-09-10T12:34Z 56.5K followers, [--] engagements


"This is a reminder of how far Politicians will go to secure elections dooming their own Nations into a Fiscal Black Hole. The USA is not immune or different. Vote wisely"  
[X Link](https://x.com/Mike_Taylor1972/status/1701391981769838868)  2023-09-12T00:27Z 56.4K followers, 25.3K engagements


"@shimblum I think i got some"  
[X Link](https://x.com/Mike_Taylor1972/status/1701602260227412365)  2023-09-12T14:22Z 56.5K followers, [----] engagements


"Did the #CCP have SO much on the WH that they hid (the obvious) #CCP19 origins CIA tried to pay off analysts to bury findings that COVID lab leak was likely: whistleblower via @nypost"  
[X Link](https://x.com/Mike_Taylor1972/status/1701686011707695474)  2023-09-12T19:55Z 56.5K followers, 11.2K engagements


"Negative Pricing Power - Airlines"  
[X Link](https://x.com/Mike_Taylor1972/status/1701933593101021638)  2023-09-13T12:19Z 56.3K followers, 14.1K engagements


"$DASH is one of many many companies squarely at risk"  
[X Link](https://x.com/Mike_Taylor1972/status/1702656217569436158)  2023-09-15T12:10Z 56.5K followers, 10.5K engagements


"$PCT is a 15MW plant (impossible to backup w generators) but from here I am directed the [--] pumps that hold pressure will be backed up. From here IMHO (over the next [--] weeks) - they execute deliver build capacity. @Mike_Taylor1972 Transmission level power incidents are very rare and Ive been in 100s of manufacturing plants and cant remember one that had complete backup power its just too expensive and gets big and complex @Mike_Taylor1972 Transmission level power incidents are very rare and Ive been in 100s of manufacturing plants and cant remember one that had complete backup power its just"  
[X Link](https://x.com/Mike_Taylor1972/status/1702672756138008656)  2023-09-15T13:16Z 57.1K followers, 32.8K engagements


"@CaptainKangaJew @DisruptorStocks Where the entry is matters"  
[X Link](https://x.com/Mike_Taylor1972/status/1702818299367579871)  2023-09-15T22:54Z 56.3K followers, [--] engagements


"How is it that there is ONE journalist that is covering/breaking the biggest story in [--] years The big story is that nobody is allowed to cover the story. "Jeffrey Epstein is just the tip of the iceberg it gets worse" - Whitn. via @YouTube"  
[X Link](https://x.com/Mike_Taylor1972/status/1703067029886943608)  2023-09-16T15:23Z 56.3K followers, 44K engagements


"#BoJ: recall the entire plan was We print Yen to get the inflation we need. - All of it is Kabuki Theater. BoJ has ACCELERATED printing as inflation lifted. Remember: the ONLY job of the central bank is to make the Treasury look solvent"  
[X Link](https://x.com/Mike_Taylor1972/status/1703583395614163180)  2023-09-18T01:35Z 56.4K followers, 12K engagements


"This is a great conversation on numerous topical trading issues. It could have easily lasted [--] hours. Next time we will prank-call @profplum99 Mike Green LIVE"  
[X Link](https://x.com/Mike_Taylor1972/status/1704323154502410257)  2023-09-20T02:34Z 56.5K followers, 64.3K engagements


"Credit spreads tighten - its bad This tightening is usually (99% of the time) good. But here I believe tightening (high yield outperforming risk-free) is due to a complete suck-out of hedgefund positioning. Something very similar happened in 2007"  
[X Link](https://x.com/Mike_Taylor1972/status/1704691321946988821)  2023-09-21T02:57Z 56.5K followers, 15.8K engagements


"Bob Hugin (fmr NJ Senate Candidate) lamented to me how the heck did I lose to a known crook Crooks only need apply. Democrat Sen. Bob Menendez Wife Indicted Over Gold Bar And Other Bribery Schemes ZeroHedge"  
[X Link](https://x.com/Mike_Taylor1972/status/1705231371352838205)  2023-09-22T14:43Z 56.5K followers, [----] engagements


"Everyone is terrified (legally) to say anything. In my experience things are hidden for a reason. https://www.axios.com/2023/09/23/ken-griffin-ray-dalio-lawyer-bridgewater-citadel-dumb-money https://www.axios.com/2023/09/23/ken-griffin-ray-dalio-lawyer-bridgewater-citadel-dumb-money"  
[X Link](https://x.com/Mike_Taylor1972/status/1705599268902306237)  2023-09-23T15:05Z 57.1K followers, 12.6K engagements


"Just starting. We are in inning #1"  
[X Link](https://x.com/Mike_Taylor1972/status/1705602101252854148)  2023-09-23T15:16Z 56.5K followers, 12.7K engagements


"Recall: the First Family in the WH harbors a gigantic papertrail money trail email trail witness trail IRS trailheck even an Art Work trail and silence from the DoJ (as they are appointed by the WH) Silence from the #MSM (for fear of being cut-off by the WH). Vote wisely"  
[X Link](https://x.com/Mike_Taylor1972/status/1705948777796825213)  2023-09-24T14:14Z 56.5K followers, 29.3K engagements


"$MPW - Is it the excessively high rents that drilled Prospect into oblivion (hence $MPW massive loans to Prospect to pay the rent). - Its all a scam - YALE figured it out https://ctmirror.org/2023/09/26/hospital-execs-to-lamont-lawmakers-seal-the-yale-prospect-deal/ https://ctmirror.org/2023/09/26/hospital-execs-to-lamont-lawmakers-seal-the-yale-prospect-deal/"  
[X Link](https://x.com/Mike_Taylor1972/status/1707064619041275993)  2023-09-27T16:08Z 57.2K followers, [----] engagements


"@EmilyJBrill @Trupanion I do not understand their revenue growth. I also did not understand $VRXs revenue growth. I see a similarity here"  
[X Link](https://x.com/Mike_Taylor1972/status/1707077507839640006)  2023-09-27T16:59Z 56.4K followers, [----] engagements


"@rondyer1 @thesliver6996 @Alex__Pitti @timobrienpaint1 @John_Hempton @NMcity2country @_dpgibson @dpgibson The greatest compliment to any HF PM"  
[X Link](https://x.com/Mike_Taylor1972/status/1707081368025342161)  2023-09-27T17:14Z 56.4K followers, [---] engagements


"$KMX: negative pricing power. (Small) but the turn and impact is fast. Right into a 52wk high For some reason nobody at all sees it coming"  
[X Link](https://x.com/Mike_Taylor1972/status/1707387017557143612)  2023-09-28T13:29Z 57K followers, [----] engagements


"Because the #MSM is a melting icecube at the hands of their own blowtorch"  
[X Link](https://x.com/Mike_Taylor1972/status/1707764667039551907)  2023-09-29T14:30Z 56.5K followers, [----] engagements


"@HedgeyeHC Those habits are very hard to break. But as you model the class assume many stay on for many many many years"  
[X Link](https://x.com/Mike_Taylor1972/status/1708805466623480089)  2023-10-02T11:25Z 56.5K followers, [----] engagements


"@AlderLaneEggs @60Minutes @FTX_Official @elevate_slay Is he a real person"  
[X Link](https://x.com/Mike_Taylor1972/status/1708805940131066137)  2023-10-02T11:27Z 56.5K followers, [----] engagements


"@gadawgck @HedgeyeHC $RMD may develop a pricing problem"  
[X Link](https://x.com/Mike_Taylor1972/status/1708811796696420462)  2023-10-02T11:50Z 57.1K followers, [---] engagements


"Nailed it: Best REIT Analyst on Street (which i loathe to call (Old) Wall St). @Hedgeye $MPW - post bkptcy will be an endless @SECGov buffet. (My prediction)"  
[X Link](https://x.com/Mike_Taylor1972/status/1708817584458441132)  2023-10-02T12:13Z 56.5K followers, 27.1K engagements


"@waquoitwonder @AlderLaneEggs @60Minutes @FTX_Official @elevate_slay He likely stole 8bn of client money"  
[X Link](https://x.com/Mike_Taylor1972/status/1708847722038493583)  2023-10-02T14:13Z 57.1K followers, [---] engagements


"What I am trying to say here: Regional Banks have a serious pile of crap in their diaper CRE. And HighYield has been a way to off-load (though nothing is actually selling). HY actually beginning to roll is THE SIGN that the next [--] years of CRE refi's are f-d. It means that SOMEBODY is blinking and taking the mark. .a mark that should have happened a year ago"  
[X Link](https://x.com/Mike_Taylor1972/status/1708995497619317208)  2023-10-03T00:00Z 56.4K followers, 147.8K engagements


"A few charts that pique my interest:- illiquid gigantic markets that reflect the true "cost of capital" IG CDS 5yr High Yield (vs risk free) and Leveraged Loans: IMHO NOT a buying op - but a sign from major $$$ that they must start taking marks @MI2Partners @farrmacro and @Hedgeye are the few that plotted this move"  
[X Link](https://x.com/Mike_Taylor1972/status/1709572664069673203)  2023-10-04T14:14Z 56.5K followers, 16.4K engagements


"UK has few choices but to go up in flames. An Island nation w a current acct deficit w gigantic short end exposure massive duration risk and pretending that the Cable is a currency. - they WILL survive but not without a severe crisis"  
[X Link](https://x.com/Mike_Taylor1972/status/1709716372404453598)  2023-10-04T23:45Z 56.3K followers, 17K engagements


"I paid back at least $150-200k in student loans from 2001-2007 WHILE PAYING 55% Income Tax living in NYC. (And I have the scars to prove it)"  
[X Link](https://x.com/Mike_Taylor1972/status/1709717433945080166)  2023-10-04T23:49Z 56.5K followers, 30K engagements


"@legitpandahedge Fed income tax Medicare tax Ssi tax State tax City tax Its 55%"  
[X Link](https://x.com/Mike_Taylor1972/status/1709743904864547181)  2023-10-05T01:34Z 56.5K followers, [---] engagements


"From our @Hedgeye conversation w @KeithMcCullough a couple weeks ago. [--] of my top bearish bets that had not broken yet $DASH and $ABNB (i cant recall if we discussed that one much). IMHO there is serious downside in Gen Z - related names. Bring out the wand"  
[X Link](https://x.com/Mike_Taylor1972/status/1709978457185107991)  2023-10-05T17:06Z 57.1K followers, 26.8K engagements


"@cjhazard @Hedgeye @KeithMcCullough If pricing goes soft so does $ABNB"  
[X Link](https://x.com/Mike_Taylor1972/status/1709993868995776832)  2023-10-05T18:08Z 56.5K followers, [---] engagements


"$PINK: Invest for the cure"  
[X Link](https://x.com/Mike_Taylor1972/status/1710294023343108124)  2023-10-06T14:00Z 56.5K followers, 10.2K engagements


"Imagine what this means for $DASH (And other casual dining) From Conagra CEO Sean Connolly on $CAG's earnings call yesterday: Within food convenience-oriented items typically a top consumer priority have lagged as shoppers have turned to more hands-on food prep to get additional bang for their buck. And as they've done this not From Conagra CEO Sean Connolly on $CAG's earnings call yesterday: Within food convenience-oriented items typically a top consumer priority have lagged as shoppers have turned to more hands-on food prep to get additional bang for their buck. And as they've done this not"  
[X Link](https://x.com/Mike_Taylor1972/status/1710294822689427468)  2023-10-06T14:03Z 57K followers, 11.6K engagements


"Had to vent to (a quite famous) investor yesterday on Lewis FTX book and interview defending SBF and FTX - something here (for Lewis) is GREATLY amiss"  
[X Link](https://x.com/Mike_Taylor1972/status/1710688817852620870)  2023-10-07T16:09Z 56.5K followers, 20K engagements


"@HaasF1Team @HulkHulkenberg Drives well beyond what the car should do"  
[X Link](https://x.com/Mike_Taylor1972/status/1710689254823563496)  2023-10-07T16:11Z 56.5K followers, [----] engagements


"This is a painful truth: Some may also find the WH policy on Iran was a placation to keep oil prices down into US [----] Elections. surprisingly the bill came early"  
[X Link](https://x.com/Mike_Taylor1972/status/1710770846002725332)  2023-10-07T21:35Z 57.1K followers, 23K engagements


"This is the policy: keep oil prices down till [----] Election. But do not drill in the US. Compromised policy makers"  
[X Link](https://x.com/Mike_Taylor1972/status/1710798301883158743)  2023-10-07T23:24Z 56.5K followers, 24.3K engagements


"The best part of the race weekend: friendships fostered and new friends found. (Max blew his engine in lap 13) Bonding with Indy Champ Will Power. Battling it out toe to toe with National and World champs. Smiles-Per-Hour wins the race (Below max and Will going over data)"  
[X Link](https://x.com/Mike_Taylor1972/status/1711393634027753868)  2023-10-09T14:50Z 56.5K followers, [----] engagements


"$MPW: today we are discussing the creative ways (title loans on corporate fleet of cars) that $MPW can pay the revised down div for the next Q. thats where we are with this: complete insolvency"  
[X Link](https://x.com/Mike_Taylor1972/status/1711781082075377700)  2023-10-10T16:29Z 56.3K followers, 15.5K engagements


"Yellen - recall her #1 job: make the US Treasury look solvent Of COURSE she would say debt svs of UST will be 1% of GDP. Same person who said Go Big on Fiscal Stimulus. LET THEM EAT CAKE"  
[X Link](https://x.com/Mike_Taylor1972/status/1712112601654518095)  2023-10-11T14:27Z 56.3K followers, [----] engagements


"@gadawgck GLP1 absolute PANIC - it is truly amazing"  
[X Link](https://x.com/Mike_Taylor1972/status/1712122500660809988)  2023-10-11T15:06Z 56.5K followers, [---] engagements


"Going on Twitter Spaces RT NOW"  
[X Link](https://x.com/Mike_Taylor1972/status/1712204265802875075)  2023-10-11T20:31Z 56.5K followers, 14.6K engagements


"100% Many can be found in the $ABNB dust bin"  
[X Link](https://x.com/Mike_Taylor1972/status/1712653984043774420)  2023-10-13T02:18Z 56.3K followers, 19K engagements


"@HedgeyeRJM @HedgeyeHC @HedgeyeEEvans @KeithMcCullough $PINK zero weighting. Invest for the CURE"  
[X Link](https://x.com/Mike_Taylor1972/status/1712962551028314206)  2023-10-13T22:44Z 56.3K followers, [----] engagements


"The real-world utilization of vax will be slight IMHO. This is very challenging for the P&L of $PFE and $MRNA $MRNA mgmt have been steadily selling their shares the entire way up and down. (Winning). $PFE Pfizer Amends U.S. Government Paxlovid Supply Agreement And Updates FY23 Guidance - Revises [----] Revenue Guidance Range To $58B-$61B (Est. $66.02B) Solely Due To Covid Products - Reduces Guidance For Paxlovid Revenues By $7B $PFE Pfizer Amends U.S. Government Paxlovid Supply Agreement And Updates FY23 Guidance - Revises [----] Revenue Guidance Range To $58B-$61B (Est. $66.02B) Solely Due To"  
[X Link](https://x.com/Mike_Taylor1972/status/1712971637677604918)  2023-10-13T23:20Z 56.9K followers, 24.8K engagements


"@BiotechObserver @HusseinAboubak @Varro_Analytics Inconvenient truth"  
[X Link](https://x.com/Mike_Taylor1972/status/1713658486821720408)  2023-10-15T20:49Z 56.3K followers, [---] engagements


"@HedgeyeREITs Isnt it REITs for dummies or something I mean: right title. Right audience Maybe you can judge a book by its cover"  
[X Link](https://x.com/Mike_Taylor1972/status/1713690183252468201)  2023-10-15T22:55Z 56.3K followers, [----] engagements


"It does not take much pay-off $$$ to get your way. Ask the #WHO #FTXand on and on"  
[X Link](https://x.com/Mike_Taylor1972/status/1713921985145647546)  2023-10-16T14:16Z 56.2K followers, 12.2K engagements


"@Jkylebass @FT We have been living in a world where clear-frauds are acceptable (gaslighting) so long as asset prices go up. the unwind of that mentality is underway and accelerating"  
[X Link](https://x.com/Mike_Taylor1972/status/1714475071350231263)  2023-10-18T02:54Z 56.5K followers, [----] engagements


"@PoolFeline @LizAnnSonders Well the inventory is still theirs - its not sold into a dist channel. - just a mechanism to keep non gaap margins in line - but FCF will be terrible"  
[X Link](https://x.com/Mike_Taylor1972/status/1714643012502929524)  2023-10-18T14:02Z 57.2K followers, [---] engagements


"Keep it #Troglodyte Style: Biggest problem in Stock Mkt - $NVDA breaks 100dma"  
[X Link](https://x.com/Mike_Taylor1972/status/1714668252079534552)  2023-10-18T15:42Z 56.3K followers, 10.2K engagements


"My Covid is improving: I scan a lot of "stuff" when I am thinking: Did u know that $GK is 90% CORR to $QQQ but with an unimaginably bad Sharpe Ratio and a -30% 2-year spread @GerberKawasaki"  
[X Link](https://x.com/Mike_Taylor1972/status/1714673809876222157)  2023-10-18T16:04Z 56.4K followers, 21K engagements


"The #NYT strutting their Street-Cred. #Troglodyte-Rejected"  
[X Link](https://x.com/Mike_Taylor1972/status/1715357923549851743)  2023-10-20T13:22Z 56.2K followers, 14.7K engagements


"$ISRG had a really good/great Q. Street missed [--] things: [--] Day Sales YY was fewer this Q (apples/apples matched whisper number) [--] Leasing equip: ISRG is transitioning from Buy to Leaseto clear the deck for a NEW ROBOT (not announced). - First NPS (new prod story) in YEARS"  
[X Link](https://x.com/Mike_Taylor1972/status/1715362410033238455)  2023-10-20T13:40Z 56.3K followers, [----] engagements


"I keep hearing China is abandoning the USD and the CNY will take over. This is happening - but not because the #CCP wants to #CCP is in a tailspin and hemorrhaging $$ This is White-Knuckle-Panic time"  
[X Link](https://x.com/Mike_Taylor1972/status/1715363756392235392)  2023-10-20T13:46Z 56.3K followers, [----] engagements

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