# ![@TheStalwart Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::14096763.png) @TheStalwart Joe Weisenthal

Joe Weisenthal posts on X about ai, silver, bitcoin, in the the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::14096763/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:interactions.svg)

- [--] Week [---------] -45%
- [--] Month [----------] +146%
- [--] Months [-----------] -15%
- [--] Year [-----------] +84%

### Mentions: [---] [#](/creator/twitter::14096763/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:posts_active.svg)

- [--] Week [---] -9.30%
- [--] Month [-----] +167%
- [--] Months [-----] +77%
- [--] Year [-----] +62%

### Followers: [-------] [#](/creator/twitter::14096763/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:followers.svg)

- [--] Week [-------] +0.26%
- [--] Month [-------] +1.10%
- [--] Months [-------] +3.30%
- [--] Year [-------] +15%

### CreatorRank: [------] [#](/creator/twitter::14096763/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::14096763/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #1123 [technology brands](/list/technology-brands)  8.35% [stocks](/list/stocks)  #5322 [countries](/list/countries)  4.59% [cryptocurrencies](/list/cryptocurrencies)  #7760 [social networks](/list/social-networks)  2.3% [exchanges](/list/exchanges)  #420 [celebrities](/list/celebrities)  1.04% [financial services](/list/financial-services)  0.42% [automotive brands](/list/automotive-brands)  0.42%

**Social topic influence**
[ai](/topic/ai) #522, [silver](/topic/silver) #464, [bitcoin](/topic/bitcoin) #3394, [in the](/topic/in-the) 3.13%, [gold](/topic/gold) 3.13%, [stocks](/topic/stocks) #186, [the most](/topic/the-most) #1493, [prediction markets](/topic/prediction-markets) #495, [crypto](/topic/crypto) #6411, [vibe coding](/topic/vibe-coding) #5

**Top accounts mentioned or mentioned by**
[@tracyalloway](/creator/undefined) [@havelockai](/creator/undefined) [@podcasts](/creator/undefined) [@business](/creator/undefined) [@stephen1426397](/creator/undefined) [@chris_arnade](/creator/undefined) [@stansilver2024](/creator/undefined) [@qagellc](/creator/undefined) [@tylermacro10](/creator/undefined) [@theojaffee](/creator/undefined) [@freightalley](/creator/undefined) [@joshuak74492](/creator/undefined) [@baslerbraven412](/creator/undefined) [@michaelselig](/creator/undefined) [@permutans](/creator/undefined) [@hadickm](/creator/undefined) [@chairmanselig](/creator/undefined) [@deanwball](/creator/undefined) [@canteverdie](/creator/undefined) [@eugenechorney](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Mario Coin (COIN)](/topic/$coin) [New York Times Co. (NYT)](/topic/$nyt) [Blue Owl Capital, Inc. (OWL)](/topic/$owl) [Bank of America (BAC)](/topic/bank-of-america) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Blue Owl Technology Finance Corp. (OTF)](/topic/$otf)
### Top Social Posts
Top posts by engagements in the last [--] hours

"*DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS"  
[X Link](https://x.com/TheStalwart/status/2022307558950641931)  2026-02-13T13:51Z 431.1K followers, 54.2K engagements


"If you're looking for something to read here's every book that's been recommended in the Odd Lots Discord https://odd-lots-books.netlify.app/ https://odd-lots-books.netlify.app/"  
[X Link](https://x.com/TheStalwart/status/2020594536029061155)  2026-02-08T20:24Z 431.1K followers, 217.3K engagements


"All the data coming for the rest of the week. We're going to have Jobs Wednesday and then CPI Friday"  
[X Link](https://x.com/TheStalwart/status/2021174812035391554)  2026-02-10T10:50Z 431.1K followers, 14K engagements


"The US has won twice as many medals as China on a medals/GDP basis. Although by the same basis Norway is doing almost 100x better. https://www.bloomberg.com/graphics/milano-cortina-2026-winter-olympics-medal-count/ https://www.bloomberg.com/graphics/milano-cortina-2026-winter-olympics-medal-count/"  
[X Link](https://x.com/TheStalwart/status/2021239004675326382)  2026-02-10T15:05Z 431.1K followers, 20.2K engagements


"Bitcoin is sliding again"  
[X Link](https://x.com/TheStalwart/status/2021527406968779119)  2026-02-11T10:11Z 431.1K followers, 25.2K engagements


"Important lesson. The idea that you need to build a grassroots movement to be influential is wrong. It's interesting how Abundance (the idea) has completely and totally failed to build a mass movement but that doesn't matter cause it went absolutely nuclear in elite persuasion. Who needs protests when you can find the politicians who like to read and show them your Substack. It's interesting how Abundance (the idea) has completely and totally failed to build a mass movement but that doesn't matter cause it went absolutely nuclear in elite persuasion. Who needs protests when you can find the"  
[X Link](https://x.com/TheStalwart/status/2021569657166045636)  2026-02-11T12:58Z 431.1K followers, 183.3K engagements


"#eyetwitches"  
[X Link](https://x.com/TheStalwart/status/2021577068786429977)  2026-02-11T13:28Z 431.1K followers, 10.9K engagements


"Solid job growth in the construction sector. Not building homes though"  
[X Link](https://x.com/TheStalwart/status/2021579780546519058)  2026-02-11T13:39Z 431.1K followers, 25.5K engagements


"@sarthakgh That's right"  
[X Link](https://x.com/TheStalwart/status/2021611648604160152)  2026-02-11T15:45Z 431.1K followers, 13.5K engagements


"NEW ODD LOTS: It's @MichaelSelig on prediction markets @tracyalloway and I talk to the new Chairman of the CFTC about the rise of Polymarket and Kalshi and regulation in this new world where almost anyone can be on almost anything. https://podcasts.apple.com/us/podcast/new-cftc-chairman-michael-selig-on-how-to-regulate/id1056200096i=1000749404730 https://podcasts.apple.com/us/podcast/new-cftc-chairman-michael-selig-on-how-to-regulate/id1056200096i=1000749404730"  
[X Link](https://x.com/TheStalwart/status/2021894256584196595)  2026-02-12T10:28Z 431.1K followers, 71.9K engagements


"Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines"  
[X Link](https://x.com/anyuser/status/2021995582735429670)  2026-02-12T17:11Z 431.1K followers, 393.9K engagements


"Stock futures at the lows of the morning"  
[X Link](https://x.com/TheStalwart/status/2022270763592511797)  2026-02-13T11:24Z 431.1K followers, 15.1K engagements


"@RyanLEllis @scottlincicome @ettingermentum I'm not a politics guy. Just looking at Canada"  
[X Link](https://x.com/TheStalwart/status/2022308661817708654)  2026-02-13T13:55Z 431.1K followers, [----] engagements


"Another day of US stocks underperforming the ROW"  
[X Link](https://x.com/TheStalwart/status/2022412532275884519)  2026-02-13T20:48Z 431.1K followers, 21.2K engagements


"*WHITE HOUSE SAYS DOCTORS MAY BE EXEMPT FROM H1-B VISA FEES"  
[X Link](https://x.com/TheStalwart/status/1970138740137083107)  2025-09-22T14:50Z 431.1K followers, 746K engagements


"NEW ODD LOTS: The Utilities Analyst Who Says Datacenter Math Doesn't Add Up @tracyalloway and I talk to CreditSights' co-head of IG credit Andy DeVries who says datacenter power demand will fall short and that utilities are OVERBUILDING for the future https://podcasts.apple.com/us/podcast/the-utilities-analyst-who-says-the-data-center/id1056200096i=1000747673378 https://podcasts.apple.com/us/podcast/the-utilities-analyst-who-says-the-data-center/id1056200096i=1000747673378"  
[X Link](https://x.com/TheStalwart/status/2018260491928244674)  2026-02-02T09:49Z 431K followers, 287K engagements


"@tylermacro10 you know private stuff"  
[X Link](https://x.com/TheStalwart/status/2018749930714652723)  2026-02-03T18:14Z 431.1K followers, [---] engagements


"Indonesia's finance chief attacked a Citi analyst for commenting on the country's budget deficit without having a PhD https://www.bloomberg.com/news/articles/2026-02-03/indonesia-s-finance-minister-blasts-citi-for-budget-deficit-viewsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-03/indonesia-s-finance-minister-blasts-citi-for-budget-deficit-viewsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2018992503333212286)  2026-02-04T10:18Z 431K followers, 182.4K engagements


"US stocks outperforming the rest of the world has been one of the strongest investing themes for years. It peaked in December [----] right after Trump's win"  
[X Link](https://x.com/TheStalwart/status/2019372305596780856)  2026-02-05T11:27Z 431K followers, 157.1K engagements


"Layoffs at crypto exchange Gemini *GEMINI TO SHUTTER EU UK AUSTRALIA ACCOUNTS; CUT 25% OF JOBS"  
[X Link](https://x.com/TheStalwart/status/2019418649199813106)  2026-02-05T14:31Z 431K followers, 149.2K engagements


"Its outdoor dining weather in NYC"  
[X Link](https://x.com/TheStalwart/status/2021313968581603818)  2026-02-10T20:02Z 431.1K followers, 39.1K engagements


"The make of one of China's most advanced coding models is public and has a market cap of less than $18 billion https://www.bloomberg.com/news/articles/2026-02-11/china-s-zhipu-unveils-new-ai-model-jolting-race-with-deepseeksrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-11/china-s-zhipu-unveils-new-ai-model-jolting-race-with-deepseeksrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2021531804201832787)  2026-02-11T10:28Z 431.1K followers, 70K engagements


"BREAKING: BIG BEAT. 130K JOBS Economists had expected 65K jobs and a 4.4% unemployment rate. https://www.bloomberg.com/news/live-blog/2026-02-11/us-employment-report-for-januarysrnd=homepage-americas https://www.bloomberg.com/news/live-blog/2026-02-11/us-employment-report-for-januarysrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2021577546094047354)  2026-02-11T13:30Z 431.1K followers, 227K engagements


"Virtually all the employment growth in America once again can be explained by healthcare and social assistance"  
[X Link](https://x.com/TheStalwart/status/2021578382106853629)  2026-02-11T13:33Z 431.1K followers, 556.4K engagements


"Did an asteroid filled with silver just slam into the earth"  
[X Link](https://x.com/TheStalwart/status/2021984953077301491)  2026-02-12T16:29Z 431.1K followers, 461.8K engagements


"Did an asteroid filled with Bitcoin hit the earth"  
[X Link](https://x.com/TheStalwart/status/2022007737891401854)  2026-02-12T17:59Z 431.1K followers, 125.7K engagements


"@tylermacro10 How come"  
[X Link](https://x.com/TheStalwart/status/2022144905066467755)  2026-02-13T03:04Z 431.1K followers, 30.5K engagements


"NEW ODD LOTS: Why @AdamPosen thinks inflation will surge back to 4% It's CPI day so @tracyalloway and I talked to the former BoE MPC member and @PIIE President about his way out-of-consensus call that inflation will come roaring back this year. https://podcasts.apple.com/us/podcast/why-adam-posen-thinks-inflation-will-surge-back-to-4/id1056200096i=1000749568039 https://podcasts.apple.com/us/podcast/why-adam-posen-thinks-inflation-will-surge-back-to-4/id1056200096i=1000749568039"  
[X Link](https://x.com/TheStalwart/status/2022265399127998599)  2026-02-13T11:03Z 431.1K followers, 60K engagements


"Almost painful to look at this chart"  
[X Link](https://x.com/TheStalwart/status/2022283478390243393)  2026-02-13T12:15Z 431.1K followers, 54.9K engagements


"@ettingermentum Knowing Democrats theyll probably run a populist in [----] validating the other sides perspective rather than learn what a powerful political juggernaut neoliberalism is"  
[X Link](https://x.com/TheStalwart/status/2022300265349583005)  2026-02-13T13:22Z 431.1K followers, 41.4K engagements


"Stocks rallying"  
[X Link](https://x.com/TheStalwart/status/2022302502872326163)  2026-02-13T13:31Z 431.1K followers, [----] engagements


"TBH I'm not surprised by this because according to prediction market companies and regulators they're not in the same industry. *DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS *DRAFTKINGS SAYS NO 'DISCERNIBLE IMPACT' FROM PREDICTIONS RIVALS"  
[X Link](https://x.com/TheStalwart/status/2022307824701669487)  2026-02-13T13:52Z 431.1K followers, 34K engagements


"What % of peoples vibecoding are attempts to build an inflation index by scraping online prices. I feel like everyones wanted to try making one of these at some point"  
[X Link](https://x.com/TheStalwart/status/2022401327327031404)  2026-02-13T20:03Z 431.1K followers, 32.4K engagements


"This may sound obnoxious but I find it kinda weird if youre not trying to vibecode something. Not because you need to use AI (at all) but rather how does everyone not have an accumulated list of things they wanted to make but didnt have the ability to get it built before"  
[X Link](https://x.com/TheStalwart/status/2022446803224814053)  2026-02-13T23:04Z 431.1K followers, 80.7K engagements


"I do loathe all the stuff about how you have to use AI or you're going to be left behind. If it's going to be that disruptive then there's probably not much that you can do. And also there's no skill involved in using it. There's no learning curve. Can always pick it up later"  
[X Link](https://x.com/TheStalwart/status/2022452441623531818)  2026-02-13T23:26Z 431.1K followers, 253K engagements


"At 12:01 Trump's tariffs officially took effect. Tariffs are now at their highest level in [---] years"  
[X Link](https://x.com/TheStalwart/status/1909822032470028339)  2025-04-09T04:13Z 431K followers, 192.8K engagements


"BOOM: *US TOLD CHINA TO REQUEST A XI-TRUMP CALL: CNN"  
[X Link](https://x.com/TheStalwart/status/1910690262176747760)  2025-04-11T13:43Z 431K followers, 2.9M engagements


"NEW ODD LOTS: The Cardboardboxpocalypse @tracyalloway and I talked to Ryan Fox the containers and packaging analyst for Bloomberg Intellligece about the decline in US cardboard box volumes and what that indicator says about the economy. https://podcasts.apple.com/us/podcast/the-cardboard-boxpocalypse-and-the-state-of-the-us-economy/id1056200096i=1000726868786 https://podcasts.apple.com/us/podcast/the-cardboard-boxpocalypse-and-the-state-of-the-us-economy/id1056200096i=1000726868786"  
[X Link](https://x.com/TheStalwart/status/1967522089742811161)  2025-09-15T09:33Z 431K followers, 332.6K engagements


"Big NYC office landlord $VNO down 3.3%"  
[X Link](https://x.com/TheStalwart/status/1986105302266126407)  2025-11-05T16:16Z 431K followers, 18.3K engagements


"What happened to bitcoin twitter. Used to be if I posted a chart of bitcoin going down Id be flooded with responses telling me to zoom out or whatever"  
[X Link](https://x.com/TheStalwart/status/1991831794090746205)  2025-11-21T11:31Z 431K followers, 157.8K engagements


"Inigo Fraser-Jenkins the Co-Head of Institutional Solutions at Alliance Bernstein has a new piece out about what he sees as the dystopian symbiosis of platform capitalism and passive investing https://www.alliancebernstein.com/content/dam/global/insights/insights-whitepapers/the-dystopian-symbiosis.pdf https://www.alliancebernstein.com/content/dam/global/insights/insights-whitepapers/the-dystopian-symbiosis.pdf"  
[X Link](https://x.com/TheStalwart/status/1996975181777301684)  2025-12-05T16:09Z 431K followers, 99.2K engagements


"Mark Carney's approval ratings look like nothing else in the modern era https://angusreid.org/federal-politics-carney-receives-post-davos-bump-in-approval/ https://angusreid.org/federal-politics-carney-receives-post-davos-bump-in-approval/"  
[X Link](https://x.com/TheStalwart/status/2015970331224129696)  2026-01-27T02:09Z 430.9K followers, 592.6K engagements


"Wow. Anta sports one of the big athletic shoe companies in China is buying a 29% stake in Puma https://www.bloomberg.com/news/articles/2026-01-27/anta-sports-to-buy-29-stake-in-puma-for-1-8-billionsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-01-27/anta-sports-to-buy-29-stake-in-puma-for-1-8-billionsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2016089016840380612)  2026-01-27T10:00Z 430.9K followers, 11.9K engagements


"People running frontier models on their desktop. Doesnt this throw all questions about token subsidy out the window Running Kimi K2.5 on my desk. Runs at [--] tok/sec with [--] x 512GB M3 Ultra Mac Studios connected with Thunderbolt [--] (RDMA) using @exolabs / MLX backend. Yes it can run clawdbot. https://t.co/ssbEeztz2V Running Kimi K2.5 on my desk. Runs at [--] tok/sec with [--] x 512GB M3 Ultra Mac Studios connected with Thunderbolt [--] (RDMA) using @exolabs / MLX backend. Yes it can run clawdbot. https://t.co/ssbEeztz2V"  
[X Link](https://x.com/TheStalwart/status/2016467165977723040)  2026-01-28T11:03Z 430.9K followers, 310.5K engagements


"I find this whole push where entrepreneurs are told that they should go public so that every tom dick and harry should be allowed to invest in them to be weirdly offensive. If I build something who are you to tell me who gets to be on my cap table The primary reason why the tech boom is a contributor to financial measures of inequality is because these companies reach extraordinary valuations with relatively few workers and the few workers are extremely well paid. The public/private distinction is a sideshow IMO. The primary reason why the tech boom is a contributor to financial measures of"  
[X Link](https://x.com/TheStalwart/status/2016505607633637759)  2026-01-28T13:36Z 431K followers, 75.7K engagements


""Oracle Corp. said Sunday it plans to raise $45 billion to $50 billion in [----] to build additional capacity for its cloud infrastructure through a combination of debt and equity sales." https://www.bloomberg.com/news/articles/2026-02-01/oracle-to-raise-up-to-50-billion-this-year-for-cloud-investmentsrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-01/oracle-to-raise-up-to-50-billion-this-year-for-cloud-investmentsrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2018104322806935935)  2026-02-01T23:28Z 431K followers, 47.8K engagements


"Oracle's free cash flows isn't expected to go positive again until [----] https://www.bloomberg.com/news/articles/2026-02-01/oracle-to-raise-up-to-50-billion-this-year-for-cloud-investmentsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-01/oracle-to-raise-up-to-50-billion-this-year-for-cloud-investmentsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2018265009986429110)  2026-02-02T10:07Z 430.7K followers, 83.7K engagements


"Its Jobs Week"  
[X Link](https://x.com/TheStalwart/status/2018317180601864461)  2026-02-02T13:34Z 430.7K followers, 100.1K engagements


"*BLS WILL DELAY RELEASE OF JAN. JOBS REPORT DUE TO GOVT SHUTDOWN"  
[X Link](https://x.com/TheStalwart/status/2018373358467907832)  2026-02-02T17:18Z 430.6K followers, 99.5K engagements


"@50footTom @IrvingSwisher Real question because I'm not interested in partisan bias. What part did you think was unfair or off"  
[X Link](https://x.com/TheStalwart/status/2018384719554007311)  2026-02-02T18:03Z 430.6K followers, 17.4K engagements


"Who is a person for whom we have a lot of public speaking transcripts as well as a lot of written work"  
[X Link](https://x.com/TheStalwart/status/2018411080599400585)  2026-02-02T19:47Z 430.8K followers, 277.8K engagements


"@yilingliu95's new book is one of the most interesting books I've read in awhile both on China and on culture/media. Definitely worth getting"  
[X Link](https://x.com/TheStalwart/status/2018637064225595711)  2026-02-03T10:45Z 430.8K followers, 13.1K engagements


"Interesting. The Reserve Bank of Australia's rate cut cycle is already over. And now it's become the first major central bank of the year to do a rate hike https://www.bloomberg.com/news/articles/2026-02-03/australia-raises-key-interest-rate-to-combat-inflation-pressuresref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-03/australia-raises-key-interest-rate-to-combat-inflation-pressuresref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2018641193052291137)  2026-02-03T11:02Z 430.8K followers, 27.2K engagements


"@yilingliu95 Good review from @DanielYCheng https://x.com/jacobin/status/2018466963979137338 Bill Clinton once quipped that Chinas attempt to censor the internet would be as successful as nailing Jello to the wall. He was wrong: the Communist Party of China has imposed a censorship regime that governments around the world are copying. https://t.co/Yz2XraHYwr https://t.co/qzHDCuJFA2 https://x.com/jacobin/status/2018466963979137338 Bill Clinton once quipped that Chinas attempt to censor the internet would be as successful as nailing Jello to the wall. He was wrong: the Communist Party of China"  
[X Link](https://x.com/TheStalwart/status/2018650897241518347)  2026-02-03T11:40Z 430.8K followers, 17.4K engagements


"I think Price-over-Volume is officially dead. After [--] straight quarters of declining sales volumes Pepsi is cutting prices in order to grow https://www.bloomberg.com/news/articles/2026-02-03/pepsico-tops-expectations-after-pledging-to-cut-some-pricessrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-03/pepsico-tops-expectations-after-pledging-to-cut-some-pricessrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2018687985701531953)  2026-02-03T14:08Z 430.8K followers, 129.1K engagements


"$APO -7% $BX -6%"  
[X Link](https://x.com/TheStalwart/status/2018731573563060577)  2026-02-03T17:01Z 431K followers, 21.3K engagements


"In today's newsletter I wrote about why I found @yilingliu95's book so thought provoking NEW ODD LOTS: @tracyalloway and I talk to @yilingliu95 whose new book is out today about some surprising parallels between the US and Chinese internets which bear some striking similarities despite growing up with very different rules. https://t.co/IEd8YPCVIR https://t.co/FcJD6RcOAk NEW ODD LOTS: @tracyalloway and I talk to @yilingliu95 whose new book is out today about some surprising parallels between the US and Chinese internets which bear some striking similarities despite growing up with very"  
[X Link](https://x.com/TheStalwart/status/2018748081395618256)  2026-02-03T18:07Z 430.8K followers, 31.7K engagements


"Bitcoin just had another major crash in the last few minutes"  
[X Link](https://x.com/TheStalwart/status/2018752256515215520)  2026-02-03T18:23Z 430.8K followers, 52.8K engagements


"$HOOD -4.4% $MSTR -7.5% $COIN -6.3%"  
[X Link](https://x.com/TheStalwart/status/2018752651391807527)  2026-02-03T18:25Z 430.8K followers, 18.1K engagements


"PayPal fell 20% today"  
[X Link](https://x.com/TheStalwart/status/2018796445739192650)  2026-02-03T21:19Z 430.8K followers, 26.4K engagements


"Ran Trump's recent WSJ Op-Ed on tariffs through @Havelock_AI. A perfect blend of the spoken and written word"  
[X Link](https://x.com/TheStalwart/status/2018811669343080648)  2026-02-03T22:19Z 430.9K followers, 15.9K engagements


"Almost every day someone asks me how they can get a hat. Who just left theirs for sale on the street at Forsyth and Division"  
[X Link](https://x.com/TheStalwart/status/2018821909849522264)  2026-02-03T23:00Z 430.8K followers, 34.8K engagements


"Span identification still isn't 100%. Some are off. Hopefully gets closer to perfect in the next model. But it picked up a lot of good ones"  
[X Link](https://x.com/TheStalwart/status/2018866543950729653)  2026-02-04T01:57Z 430.8K followers, 14.2K engagements


"Love when it spots a rhetorical tricolon"  
[X Link](https://x.com/TheStalwart/status/2018867948761555071)  2026-02-04T02:03Z 430.8K followers, 11.6K engagements


"SAP down another 2.6%"  
[X Link](https://x.com/TheStalwart/status/2018995712718241922)  2026-02-04T10:31Z 430.9K followers, 16K engagements


"@aphofer Why do we need to know more about each other"  
[X Link](https://x.com/TheStalwart/status/2019003599121178674)  2026-02-04T11:02Z 430.8K followers, [----] engagements


"@iMedKrisna None currently in the works but I'd really like to. Any thoughts on the perfect guest"  
[X Link](https://x.com/TheStalwart/status/2019020663491616780)  2026-02-04T12:10Z 430.8K followers, [----] engagements


"Bank of America says that buyers have been pouring into consumer staples stocks at the fastest pace on record"  
[X Link](https://x.com/TheStalwart/status/2019051026377023791)  2026-02-04T14:10Z 431K followers, 58.8K engagements


"Whoa $NYT -17%"  
[X Link](https://x.com/TheStalwart/status/2019057326179680547)  2026-02-04T14:35Z 430.8K followers, 174K engagements


"$NYT getting crushed is how you know it's successfully pivoted to becoming a tech company"  
[X Link](https://x.com/TheStalwart/status/2019058757334970600)  2026-02-04T14:41Z 430.8K followers, 64.3K engagements


"@marcmakingsense No I said the latter that the mental health is the primary consideration"  
[X Link](https://x.com/TheStalwart/status/2019063479030689808)  2026-02-04T15:00Z 430.8K followers, [----] engagements


"About to go on TV with @daniburgz and @mattmiller1973 to talk about software. Might plug @Havelock_AI"  
[X Link](https://x.com/TheStalwart/status/2019076190275825684)  2026-02-04T15:50Z 430.8K followers, [----] engagements


"Everything's getting thrashed again. $QQQ -2%"  
[X Link](https://x.com/TheStalwart/status/2019091624995737849)  2026-02-04T16:52Z 430.6K followers, 24.6K engagements


"Great excerpt from @yilingliu95's book in @Equatormag https://www.equator.org/articles/have-money-daddy https://www.equator.org/articles/have-money-daddy"  
[X Link](https://x.com/TheStalwart/status/2019095085586039138)  2026-02-04T17:05Z 431K followers, 16.9K engagements


"I need to find this video"  
[X Link](https://x.com/TheStalwart/status/2019095663267766310)  2026-02-04T17:08Z 430.8K followers, [----] engagements


"Another crazy day in the markets. The S&P [---] Equal Weight Index is outperforming the regular cap-weighted S&P [---] by the second most in the last [--] years"  
[X Link](https://x.com/TheStalwart/status/2019134758392066177)  2026-02-04T19:43Z 430.7K followers, 51.7K engagements


"Insane *ALPHABET SEES [----] CAPEX $175B TO $185B EST. $119.5B"  
[X Link](https://x.com/TheStalwart/status/2019155005480010136)  2026-02-04T21:04Z 431K followers, 190.1K engagements


"$AVGO shareholders loving that $GOOGL CAPEX number"  
[X Link](https://x.com/TheStalwart/status/2019155962007798003)  2026-02-04T21:07Z 430.6K followers, 20.1K engagements


"$GOOGL turns green"  
[X Link](https://x.com/TheStalwart/status/2019156718391845293)  2026-02-04T21:10Z 431K followers, 17.5K engagements


"I get that this is satirical but I still like this take Proud to announce my new article "Hallucinated Cases Are Good Law" forthcoming in the Princeton Law Review. https://t.co/SfzSIHN3HG Proud to announce my new article "Hallucinated Cases Are Good Law" forthcoming in the Princeton Law Review. https://t.co/SfzSIHN3HG"  
[X Link](https://x.com/TheStalwart/status/2019160352102191263)  2026-02-04T21:25Z 430.8K followers, 28.2K engagements


"@chrislhayes Are the Chinese AI model developers in this same unified class"  
[X Link](https://x.com/TheStalwart/status/2019191067006927051)  2026-02-04T23:27Z 430.9K followers, 45.7K engagements


"@skooookum When @permutans asks me questions like that I just ask Claude Code what to say. Problem solved"  
[X Link](https://x.com/TheStalwart/status/2019211964317102085)  2026-02-05T00:50Z 430.8K followers, [----] engagements


"@the_sigh_op2 @George_A_Callas I dont get your argument. He didnt pivot the business at a crucial time. What else is there to say"  
[X Link](https://x.com/TheStalwart/status/2019219618368483414)  2026-02-05T01:20Z 430.8K followers, [---] engagements


"Silver -11%"  
[X Link](https://x.com/TheStalwart/status/2019355784711401709)  2026-02-05T10:21Z 430.8K followers, 13K engagements


"Traders think Keir Starmer will be out this year"  
[X Link](https://x.com/TheStalwart/status/2019360739774066928)  2026-02-05T10:41Z 431K followers, 71.4K engagements


"If Warsh cuts rates and the long end rises what does he do then While everyone focuses on ruptures in tech the US yield curve has steadily steepened. The gap between [--] and 10-year yields is now the widest going back to January [----]. https://t.co/t2nOlxrwzU While everyone focuses on ruptures in tech the US yield curve has steadily steepened. The gap between [--] and 10-year yields is now the widest going back to January [----]. https://t.co/t2nOlxrwzU"  
[X Link](https://x.com/TheStalwart/status/2019370304209088753)  2026-02-05T11:19Z 431K followers, 167.4K engagements


"*HIMS AND HERS HEALTH LAUNCH COPY OF WEGOVY PILL AT $49: REUTERS"  
[X Link](https://x.com/TheStalwart/status/2019407984623829052)  2026-02-05T13:49Z 430.9K followers, 68K engagements


"*NVIDIA GAME CHIP DELAY DUE TO MEMORY CHIP SHORTAGE: INFORMATION"  
[X Link](https://x.com/TheStalwart/status/2019411625334505598)  2026-02-05T14:03Z 430.6K followers, 30.1K engagements


"Crypto has had bigger drawdowns before. But this is definitely the worst crypto winter ever. Writing about it for today's newsletter which you can sub to here. https://www.bloomberg.com/account/newsletters/odd-lots https://www.bloomberg.com/account/newsletters/odd-lots"  
[X Link](https://x.com/TheStalwart/status/2019427441455124558)  2026-02-05T15:06Z 431K followers, 11.1K engagements


"The selloff in everything that is not canned soup is relentless"  
[X Link](https://x.com/TheStalwart/status/2019429682182332784)  2026-02-05T15:15Z 431K followers, 42.8K engagements


"Philip Morris is close to a new all-time high"  
[X Link](https://x.com/TheStalwart/status/2019429845491675473)  2026-02-05T15:16Z 431K followers, 36.9K engagements


"Bitcoin broke below $67K"  
[X Link](https://x.com/TheStalwart/status/2019432777662517361)  2026-02-05T15:27Z 431K followers, 176.9K engagements


"The fact that crypto and silver are getting clobbered at the same time as the SaaS stocks makes me think that the "AI disruption" story is a little too pat of an explanation for what's going on"  
[X Link](https://x.com/TheStalwart/status/2019434449214329327)  2026-02-05T15:34Z 431K followers, 116.1K engagements


"*BLUE OWL EXECS: TOTAL SOFTWARE LOAN EXPOSURE IS 8% OF AUM"  
[X Link](https://x.com/TheStalwart/status/2019439876362396069)  2026-02-05T15:56Z 430.8K followers, 24.4K engagements


"And read @tracyalloway on the SaaS disaster's link to credit markets. Read the whole thing here: https://www.bloomberg.com/account/newsletters/odd-lots https://www.bloomberg.com/account/newsletters/odd-lots"  
[X Link](https://x.com/TheStalwart/status/2019453351222542459)  2026-02-05T16:49Z 430.8K followers, 46.7K engagements


"@Crypto_McKenna Easily the worst since FTX"  
[X Link](https://x.com/TheStalwart/status/2019456228443689406)  2026-02-05T17:00Z 430.8K followers, [----] engagements


"@zherbert How is AI beautifully synergistic with Bitcoin"  
[X Link](https://x.com/TheStalwart/status/2019490105430360503)  2026-02-05T19:15Z 430.8K followers, [----] engagements


"Remember that silver costs more than gold Here's proof that silver is more expensive than gold. From the @markets newsletter. I really don't see how anyone can disagree. https://t.co/e5TYtjIuOw https://t.co/dUun3X83dv Here's proof that silver is more expensive than gold. From the @markets newsletter. I really don't see how anyone can disagree. https://t.co/e5TYtjIuOw https://t.co/dUun3X83dv"  
[X Link](https://x.com/TheStalwart/status/2019493061546455093)  2026-02-05T19:27Z 430.8K followers, 39.9K engagements


"Feds gotta cut. Via @Emily_Sundberg"  
[X Link](https://x.com/TheStalwart/status/2019505220145803482)  2026-02-05T20:15Z 430.8K followers, 25K engagements


"$AMZN -6% after earnings"  
[X Link](https://x.com/TheStalwart/status/2019517095810330716)  2026-02-05T21:02Z 430.7K followers, 14.8K engagements


"For no real reason RTing this paper again A simple new paper in which we explain why corporate valuations relative to earnings have soared since the early 1980s while valuations relative to corporate cash flow have remained relatively stable. The key is that companies have been able to grow earnings without increasing https://t.co/yPWI0l6fNW A simple new paper in which we explain why corporate valuations relative to earnings have soared since the early 1980s while valuations relative to corporate cash flow have remained relatively stable. The key is that companies have been able to grow"  
[X Link](https://x.com/TheStalwart/status/2019519181117604322)  2026-02-05T21:11Z 430.8K followers, 41.3K engagements


"@hamandcheese The chips involved in mining can't be used for any other purpose. However the miners' hookup to the electrical grid can"  
[X Link](https://x.com/TheStalwart/status/2019538546600866200)  2026-02-05T22:28Z 430.8K followers, [----] engagements


"Doing some early testing of the forthcoming @Havelock_AI v0.5.0 developed by @permutans. This must be what its like at the big labs where they talk about how the public isnt ready for whats coming in a few months"  
[X Link](https://x.com/TheStalwart/status/2019587456333676579)  2026-02-06T01:42Z 430.8K followers, 15.5K engagements


"@theojaffee In which direction"  
[X Link](https://x.com/TheStalwart/status/2019593522689855668)  2026-02-06T02:06Z 430.8K followers, 38.8K engagements


"@shteivred @theojaffee And no widen of spreads"  
[X Link](https://x.com/TheStalwart/status/2019595551306633685)  2026-02-06T02:14Z 430.8K followers, [----] engagements


"I'm not sure if it really explains everything but I'm kind of fascinated by this observation and I wonder what it implies"  
[X Link](https://x.com/TheStalwart/status/2019720466311831903)  2026-02-06T10:30Z 430.8K followers, [----] engagements


"@brightswordlol Most of the software companies that are getting taken down right now are not building LLMs"  
[X Link](https://x.com/TheStalwart/status/2019735041430142977)  2026-02-06T11:28Z 430.8K followers, [----] engagements


"Stellantis plunging 24% after announcing a $26 billion charge as part of its retreat from the EV business https://www.bloomberg.com/news/articles/2026-02-06/stellantis-to-take-charges-of-about-22-billion-on-ev-reset https://www.bloomberg.com/news/articles/2026-02-06/stellantis-to-take-charges-of-about-22-billion-on-ev-reset"  
[X Link](https://x.com/TheStalwart/status/2019736706933756332)  2026-02-06T11:35Z 430.7K followers, 28.3K engagements


"People like to joke that Bitcoin just trades like a tech stock. But the same could be said of gold for much of the last two weeks"  
[X Link](https://x.com/TheStalwart/status/2019782923352690907)  2026-02-06T14:39Z 430.6K followers, 16.9K engagements


"Silver is up 19% since last night's low"  
[X Link](https://x.com/TheStalwart/status/2019794617282031715)  2026-02-06T15:25Z 430.8K followers, 46K engagements


"If you needed more proof that [----] is going to be a massive year for IPOs look no further. The Lentil King of Saskatchewan is taking his company public"  
[X Link](https://x.com/TheStalwart/status/2019795746434793618)  2026-02-06T15:30Z 430.8K followers, 29K engagements


"@nic_carter Idolatry is the worst sin in all the monotheistic religions"  
[X Link](https://x.com/TheStalwart/status/2019797387850432616)  2026-02-06T15:36Z 430.8K followers, [----] engagements


"Feds gotta cut PA Amish farm cooperative where I used to get groceries/produce (and that was obliquely referenced in the Butterworths Odd Lots) just told customers it over-invested in chickens last year when egg prices were sky high and is now selling eggs at a steep discount. @TheStalwart PA Amish farm cooperative where I used to get groceries/produce (and that was obliquely referenced in the Butterworths Odd Lots) just told customers it over-invested in chickens last year when egg prices were sky high and is now selling eggs at a steep discount. @TheStalwart"  
[X Link](https://x.com/TheStalwart/status/2019866078881681685)  2026-02-06T20:09Z 430.9K followers, 43K engagements


"@jessebabies what do you mean inadvertantly"  
[X Link](https://x.com/TheStalwart/status/2020121805172744257)  2026-02-07T13:05Z 430.8K followers, 10.4K engagements


"Did the Fed adopt things like the dot plot and the press conference because conventional monetary policy was ineffective at the zero lower bound Or was it because it needed to become more transparent in the age of the iPhone"  
[X Link](https://x.com/TheStalwart/status/2020181985776607342)  2026-02-07T17:04Z 431K followers, 36.3K engagements


"@BisphamGreen And hes the one"  
[X Link](https://x.com/TheStalwart/status/2020253409513750530)  2026-02-07T21:48Z 430.8K followers, [---] engagements


"@varunram What do these numbers mean"  
[X Link](https://x.com/TheStalwart/status/2020297428193206289)  2026-02-08T00:43Z 430.8K followers, 17.7K engagements


"@sean_from_earth Yeah that too"  
[X Link](https://x.com/TheStalwart/status/2020297944495161570)  2026-02-08T00:45Z 430.8K followers, [----] engagements


"Without looking how many people do you think are in the US Luge Association"  
[X Link](https://x.com/TheStalwart/status/2020557778318729247)  2026-02-08T17:58Z 431K followers, 52.1K engagements


"Bank of America's own measure of trucking activity confirms the uptick in the ISMs"  
[X Link](https://x.com/TheStalwart/status/2020860751364145622)  2026-02-09T14:02Z 431K followers, 35.4K engagements


"Silver up nearly 6%. Insane swings almost every day"  
[X Link](https://x.com/TheStalwart/status/2020884767458136303)  2026-02-09T15:37Z 431K followers, 25.4K engagements


"@flotron84 Uk DB pension system has high demand for long duration assets"  
[X Link](https://x.com/TheStalwart/status/2020979820809814085)  2026-02-09T21:55Z 430.8K followers, [----] engagements


"Mike has been posting bunch of excellent stuff to newsletter lately. Great to see Affordability is a major concern among voters in practice. But is it a major concern in theory In which I dive into the vibecession debates explore why people are pissed and get ahead of the incoming pushback on affordability as an economic priority. https://t.co/DVcTMsTitf Affordability is a major concern among voters in practice. But is it a major concern in theory In which I dive into the vibecession debates explore why people are pissed and get ahead of the incoming pushback on affordability as an economic"  
[X Link](https://x.com/TheStalwart/status/2020981316200825213)  2026-02-09T22:01Z 431K followers, 43.2K engagements


"Everybody's talking about super-cycles these days https://www.bloomberg.com/news/articles/2026-02-10/robinhood-profit-slumps-as-late-year-crypto-slide-crimps-revenuesref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-10/robinhood-profit-slumps-as-late-year-crypto-slide-crimps-revenuesref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2021533910019252731)  2026-02-11T10:36Z 431K followers, 12.3K engagements


"Economist estimates"  
[X Link](https://x.com/TheStalwart/status/2021576221524394239)  2026-02-11T13:25Z 431K followers, 13.7K engagements


"RT @nickdevor_: CFTC Chair @MichaelSelig asked about my reporting on Odd Lots: I want to be clear that we have a very well staffed buildi"  
[X Link](https://x.com/TheStalwart/status/2021946602819399900)  2026-02-12T13:56Z 430.6K followers, [--] engagements


"RT @HadickM: Incredible interview with @MichaelSelig on odd lots with @TheStalwart and @tracyalloway today primarily on prediction markets"  
[X Link](https://x.com/TheStalwart/status/2021946713314144640)  2026-02-12T13:57Z 430.6K followers, [--] engagements


"RT @ChairmanSelig: Great discussion with @tracyalloway and @TheStalwart on the Odd Lots Podcast. Prediction markets are changing how we eng"  
[X Link](https://x.com/TheStalwart/status/2021963804150477105)  2026-02-12T15:05Z 431K followers, [--] engagements


"RT @annmarie: Another surreal moment Secretary Wright and Acting President Delcy Rodriguez touring a Chevron-PDVSA joint upstream facility"  
[X Link](https://x.com/TheStalwart/status/2021976553559875933)  2026-02-12T15:55Z 431K followers, [---] engagements


"RT @perkinscr97: @ChairmanSelig offers a master class on the role of the @CFTC and the regulatory environment around prediction markets and"  
[X Link](https://x.com/TheStalwart/status/2021977758105272504)  2026-02-12T16:00Z 430.7K followers, [--] engagements


"RT @AlbertoNardelli: NEW: The Kremlin has set out proposals that could see Russia embrace the dollar again as part of a wide-ranging econom"  
[X Link](https://x.com/TheStalwart/status/2021979457716899944)  2026-02-12T16:07Z 431K followers, [--] engagements


"RT @freedaaron: Economists get all the credit for doing neoliberalism but its the lawyer who knows a little economics who actually dese"  
[X Link](https://x.com/TheStalwart/status/2021980943553376481)  2026-02-12T16:13Z 431K followers, [--] engagements


"RT @ArenRendell: actually yes. i saw a video of it on this new trusted news site seedance 2.0"  
[X Link](https://x.com/TheStalwart/status/2021986110759723401)  2026-02-12T16:33Z 431K followers, [--] engagements


"RT @NancyMace: South Carolina's boating industry generates $6.5 BILLION in annual economic impact and supports 27100+ jobs statewide. We"  
[X Link](https://x.com/TheStalwart/status/2021991292470018207)  2026-02-12T16:54Z 431K followers, [--] engagements


"RT @austincampbell: @TheStalwart Obviously the discounted future cash flows of silver have declined Joe"  
[X Link](https://x.com/TheStalwart/status/2021991682053747095)  2026-02-12T16:55Z 430.7K followers, [--] engagements


"RT @FreightAlley: @TheStalwart Never. The release looks like 100+ that the AI-enabled freight tech cos have released in the past year"  
[X Link](https://x.com/TheStalwart/status/2021996713654030370)  2026-02-12T17:15Z 431K followers, [--] engagements


"GE Vernova and Caterpillar both at new all time highs today"  
[X Link](https://x.com/TheStalwart/status/2018355323807879243)  2026-02-02T16:06Z 431.1K followers, 1.4M engagements


"This is another wild slide. $GOOGL's top line is actually accelerating as it gets larger"  
[X Link](https://x.com/TheStalwart/status/2019161332491383281)  2026-02-04T21:29Z 431.1K followers, 105.8K engagements


"Whoa Futures are signaling Japanese stocks will open just short of the sun this Monday https://t.co/Jzcc6LKIg9 Futures are signaling Japanese stocks will open just short of the sun this Monday https://t.co/Jzcc6LKIg9"  
[X Link](https://x.com/TheStalwart/status/2020647163538080115)  2026-02-08T23:53Z 431.1K followers, 528.8K engagements


"Silver up 5%"  
[X Link](https://x.com/TheStalwart/status/2021532333048754376)  2026-02-11T10:30Z 431.1K followers, 10.3K engagements


"About [--] years ago me and @pkafka were colleagues for about one week. So it was nice to catch up on this podcast and talk about all things media. https://podcasts.apple.com/us/podcast/how-odd-lots-joe-weisenthal-turned-curiosity-into-a/id1080467174i=1000749213172 https://podcasts.apple.com/us/podcast/how-odd-lots-joe-weisenthal-turned-curiosity-into-a/id1080467174i=1000749213172"  
[X Link](https://x.com/TheStalwart/status/2021536231142633795)  2026-02-11T10:46Z 431.1K followers, 40K engagements


"@yugacohler how hard can it be if it's the first thing a computer can do"  
[X Link](https://x.com/TheStalwart/status/2021608058900652526)  2026-02-11T15:31Z 431.1K followers, 44.9K engagements


"The Dow is below 50000"  
[X Link](https://x.com/TheStalwart/status/2022006601109188706)  2026-02-12T17:55Z 431.1K followers, 110K engagements


"@econcallum But GPT [--] was already out right"  
[X Link](https://x.com/TheStalwart/status/2022650104243761566)  2026-02-14T12:32Z 431.1K followers, [----] engagements


"In today's Odd Lots newsletter I wrote about why I'm such an evangelist of Walter Ong Thought. Why I think the Return To Orality is the biggest story of our time. And how we're completely rewiring the logic engine of the human brain"  
[X Link](https://x.com/TheStalwart/status/1887895667802046950)  2025-02-07T16:06Z 431.1K followers, 330.4K engagements


"This chart from the Bank of America fund manager survey perfectly captures the mood. Net 20% of respondents think companies are spending too much money on investment. Not just highest ever but also the first time this number has ever been positive in the history of the survey"  
[X Link](https://x.com/TheStalwart/status/1990759170073899411)  2025-11-18T12:29Z 431.1K followers, 144.8K engagements


"Macy's just boosted its earnings guidance. https://www.bloomberg.com/news/articles/2025-12-03/macy-s-lifts-outlook-in-latest-sign-of-solid-holiday-demandsrnd=homepage-americas https://www.bloomberg.com/news/articles/2025-12-03/macy-s-lifts-outlook-in-latest-sign-of-solid-holiday-demandsrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/1996189410644144626)  2025-12-03T12:06Z 431K followers, 14.4K engagements


"This was fun as hell. @tracyalloway and I went on @TheCompoundNews and talked about all the stuff with @Downtown and @michaelbatnick. Could've gone [--] or [--] hours more. https://www.youtube.com/watchv=UhpU91veGZg https://www.youtube.com/watchv=UhpU91veGZg"  
[X Link](https://x.com/TheStalwart/status/1999487025507189205)  2025-12-12T14:30Z 431K followers, 153.5K engagements


"Looks like the arrest of Maduro is causing money to flow into safe haven assets that aren't easily confiscated or seized"  
[X Link](https://x.com/TheStalwart/status/2008280399089225864)  2026-01-05T20:52Z 431K followers, 64.2K engagements


"Wow. Statement signed by the heads of the ECB BoE Riksbank the Danish Nationalbank SNB RBA Boc BoK BCdB BIS *CENTRAL BANKERS: WE STAND IN FULL SOLIDARITY' WITH POWELL *CENTRAL BANKERS: WE STAND IN FULL SOLIDARITY' WITH POWELL"  
[X Link](https://x.com/TheStalwart/status/2011020839215591494)  2026-01-13T10:21Z 431K followers, 1.7M engagements


"Wow there it is https://apnews.com/article/china-canada-carney-xi-beijing-b71c1b67d3489a8b4058c650152b0cb9 https://apnews.com/article/china-canada-carney-xi-beijing-b71c1b67d3489a8b4058c650152b0cb9"  
[X Link](https://x.com/TheStalwart/status/2012135560295719120)  2026-01-16T12:11Z 431K followers, 1.9M engagements


"Table tennis is an incredible sport. So is regular tennis obviously. Meanwhile the one in the middle that combines the two is a complete joke where anyone could be pro level with one week of practice if that. quite possibly the most amazing thing I've ever seen https://t.co/TEZkPhzSRZ quite possibly the most amazing thing I've ever seen https://t.co/TEZkPhzSRZ"  
[X Link](https://x.com/TheStalwart/status/2013201185772028020)  2026-01-19T10:45Z 431.1K followers, 3.3M engagements


"Whew US 30-year yield. You're not getting a cheaper mortgage"  
[X Link](https://x.com/TheStalwart/status/2013580367123423518)  2026-01-20T11:52Z 431K followers, 4.8M engagements


"I dont know if European leaders understand how much the average American desires Greenland"  
[X Link](https://x.com/TheStalwart/status/2013734413243207919)  2026-01-20T22:04Z 431K followers, 836.7K engagements


"Unsustainable profit-less race to the bottom with American characteristics"  
[X Link](https://x.com/TheStalwart/status/2016258013489680478)  2026-01-27T21:12Z 431K followers, 283.5K engagements


"Tells you a lot about Greenspan that he didn't even crack [--] in "informal remarks before a dinner meeting""  
[X Link](https://x.com/TheStalwart/status/2016840502704771520)  2026-01-29T11:47Z 431K followers, 14.3K engagements


"Aluminum basically used to cost the same in the US as it did in Europe and Japan. No more. https://www.bloomberg.com/news/articles/2026-01-29/us-aluminum-premium-tops-1-a-pound-for-first-timesref=vuYGislZ https://www.bloomberg.com/news/articles/2026-01-29/us-aluminum-premium-tops-1-a-pound-for-first-timesref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2016841525439746530)  2026-01-29T11:51Z 431K followers, 1M engagements


"Lululemon's view of their see-through leggings disaster is that it's the customers' fault for not wearing their clothes correctly https://www.bloomberg.com/news/features/2026-01-29/lululemon-s-see-through-leggings-scandal-deepens-investor-activismsrnd=homepage-americas https://www.bloomberg.com/news/features/2026-01-29/lululemon-s-see-through-leggings-scandal-deepens-investor-activismsrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2016943754809159884)  2026-01-29T18:37Z 431K followers, 698.6K engagements


"Fed Chair Jerome Powell last night invoked the legend of Paul Volcker when it came to rate hikes Volcker of course increased interest rates from 11.2% in [----] to 20% in [--] He was called - Tall Paul for his [--] height Powell is [--] feet tall will this correlation work https://t.co/286LGj29Hn Fed Chair Jerome Powell last night invoked the legend of Paul Volcker when it came to rate hikes Volcker of course increased interest rates from 11.2% in [----] to 20% in [--] He was called - Tall Paul for his [--] height Powell is [--] feet tall will this correlation work https://t.co/286LGj29Hn"  
[X Link](https://x.com/TheStalwart/status/2017258195073249446)  2026-01-30T15:26Z 431.1K followers, 712.6K engagements


"Added a warning"  
[X Link](https://x.com/TheStalwart/status/2017722816888533071)  2026-01-31T22:13Z 431.1K followers, 25.5K engagements


"One of the hottest toys in China is a stuffed horse where the factory accidentally sewed the smile upside down. https://www.reuters.com/world/asia-pacific/accidental-crying-horse-toy-wins-hearts-china-2026-01-26/ https://www.reuters.com/world/asia-pacific/accidental-crying-horse-toy-wins-hearts-china-2026-01-26/"  
[X Link](https://x.com/TheStalwart/status/2018272162117730348)  2026-02-02T10:35Z 431K followers, 170.5K engagements


"Now today it's data providers linked to the legal services space that are getting obliterated thanks to Anthropic. Super ugly when you zoom out as well. Total cliff crop over the last year. https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-tool https://www.bloomberg.com/news/articles/2026-02-03/legal-software-stocks-plunge-as-anthropic-releases-new-ai-tool"  
[X Link](https://x.com/TheStalwart/status/2018697290433617986)  2026-02-03T14:45Z 431K followers, 59K engagements


"Axie Infinity still has a fully diluted market cap of over $400 million"  
[X Link](https://x.com/TheStalwart/status/2018702570827427932)  2026-02-03T15:06Z 431K followers, 38.7K engagements


"Private credit funding the the AI datacenters that are disrupting the software companies owned by private equiity"  
[X Link](https://x.com/TheStalwart/status/2018749758311973249)  2026-02-03T18:13Z 431K followers, 127.3K engagements


"One of the biggest stories in the world is the growing push to curb social media and box out American giants. It's only a matter of time IMO before every country has more severe limits. https://www.bloomberg.com/news/articles/2026-02-04/europe-takes-on-tech-with-social-media-bans-and-paris-raid-on-xsref=vuYGislZ https://www.bloomberg.com/news/articles/2026-02-04/europe-takes-on-tech-with-social-media-bans-and-paris-raid-on-xsref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2018998471907549242)  2026-02-04T10:42Z 431.1K followers, 665.4K engagements


"Landman probably has the best soundtrack of any TV show since The Sopranos"  
[X Link](https://x.com/TheStalwart/status/2019044586568729064)  2026-02-04T13:45Z 431K followers, 22.5K engagements


"The average person on earth is watching [--] YouTube shorts every single day. *YOUTUBE SHORTS AVERAGE [---] BILLION DAILY VIEWS"  
[X Link](https://x.com/TheStalwart/status/2019167689793568998)  2026-02-04T21:54Z 431K followers, 528K engagements


"This is the most brutal crypto winter ever. Nobodys even joking about it in a self effacing way. And if there were anyone doing the meme you wouldnt see it because theres no crypto twitter anymore. I haven't seen this posted in awhile https://t.co/4Nac1pjTLG I haven't seen this posted in awhile https://t.co/4Nac1pjTLG"  
[X Link](https://x.com/TheStalwart/status/2019217757246746929)  2026-02-05T01:13Z 431K followers, 298.8K engagements


"Value stocks had their best day relative to momentum in over [--] years https://www.bloomberg.com/opinion/newsletters/2026-02-05/value-is-back-in-vogue-but-don-t-write-tech-off-yetsrnd=homepage-americas&sref=vuYGislZ https://www.bloomberg.com/opinion/newsletters/2026-02-05/value-is-back-in-vogue-but-don-t-write-tech-off-yetsrnd=homepage-americas&sref=vuYGislZ"  
[X Link](https://x.com/TheStalwart/status/2019365097853133086)  2026-02-05T10:58Z 431K followers, 29.7K engagements


"Silver is even falling in Litecoin terms"  
[X Link](https://x.com/TheStalwart/status/2019435130365079623)  2026-02-05T15:37Z 431K followers, 15.3K engagements


"Incredible. Research analysts (this from George Pollack at Signum Global) are now having to explain basic US election laws to their clients. Literally the type of note typically see about various quasi-democratic frontier markets"  
[X Link](https://x.com/TheStalwart/status/2019436721822458097)  2026-02-05T15:43Z 431K followers, 153.8K engagements


"I basically never update my iPhone software because I don't like change and generally it never seems to matter. But man the new iOS is just incredibly ugly. Might as well switch to Android"  
[X Link](https://x.com/TheStalwart/status/2019437564856242513)  2026-02-05T15:46Z 431K followers, 286.2K engagements


"10 REASONS WHY THIS IS THE WORST CRYPTO WINTER EVER In today's newsletter I wrote about how there are just numerous dynamics all happening at once -- from Epstein to quantum to AI to the death of crypto twitter -- clobbering the coins"  
[X Link](https://x.com/TheStalwart/status/2019452483232272732)  2026-02-05T16:46Z 431K followers, 733.4K engagements


"It's hard not to think that the explosion of DAT companies last year where various crypto holders exchanged their tokens for inflated equity was a big last gasp for this industry"  
[X Link](https://x.com/TheStalwart/status/2019458664021512447)  2026-02-05T17:10Z 431K followers, 61.4K engagements


"Kind of incredible. Reading through the Blue Owl earnings call how different what they're saying is vs. how the market is behaving"  
[X Link](https://x.com/TheStalwart/status/2019496453157073020)  2026-02-05T19:40Z 431.1K followers, 96.2K engagements


"Another eye watering capex number *AMAZON SEES [----] CAPEX ABOUT $200B EST. $146.11B"  
[X Link](https://x.com/TheStalwart/status/2019517546601542117)  2026-02-05T21:04Z 431.1K followers, 239.4K engagements


"Surprised to see some of the index providers getting clobbered. How can AI replace a well-established benchmark like the FICO Score or the S&P [---] or the Orality Score"  
[X Link](https://x.com/TheStalwart/status/2019536336332771536)  2026-02-05T22:19Z 431K followers, 72.3K engagements


"NEW ODD LOTS: It's Rich Clarida on Kevin Warsh @tracyalloway and I talk to the Fed's former Vice Chairman about the nominee to be the Fed's next Chairman https://open.spotify.com/episode/13yORER96HOvBorVBUqr9ysi=n01aqdtcTjujEueOy6xKGw https://open.spotify.com/episode/13yORER96HOvBorVBUqr9ysi=n01aqdtcTjujEueOy6xKGw"  
[X Link](https://x.com/TheStalwart/status/2019715473995407612)  2026-02-06T10:11Z 431K followers, 105.4K engagements


"This from Barclays explains everything about the difference between the two continents. European investors are always anxious about how much software companies spend on stock-based compensation. American investors only care during times of crisis"  
[X Link](https://x.com/TheStalwart/status/2019720281611460912)  2026-02-06T10:30Z 431K followers, 15.9K engagements


"There's a macro hedge fund manager at Brevan who hasn't had a single down year since [----] https://www.bloomberg.com/news/articles/2026-02-06/hedge-fund-trader-minal-bathwal-makes-billions-at-brevan-howard-in-singaporesrnd=homepage-americas https://www.bloomberg.com/news/articles/2026-02-06/hedge-fund-trader-minal-bathwal-makes-billions-at-brevan-howard-in-singaporesrnd=homepage-americas"  
[X Link](https://x.com/TheStalwart/status/2019737572629741595)  2026-02-06T11:38Z 431K followers, 114.1K engagements


"Tether hit its lowest level in over a year"  
[X Link](https://x.com/TheStalwart/status/2019741889843376591)  2026-02-06T11:56Z 431K followers, 30.9K engagements


"Noticed this chart yesterday CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates. CEO of a top [--] mega truckload carrier just texted me: Something is happening in freight. It's very strong and we're starting to increase rates"  
[X Link](https://x.com/TheStalwart/status/2019760641586635181)  2026-02-06T13:10Z 431K followers, 156.4K engagements


"CHARLIE MCELIGOTT ON THE SAASPOCALYPSE @tracyalloway and I talk to Nomura's cross-asset macro strategist about what software silver and Bitcoin all have in common. And how so many popular trades all blew up at once. A must listen on your way home. https://open.spotify.com/episode/3jFRvU5SXRjmefjOHZWfC7 https://open.spotify.com/episode/3jFRvU5SXRjmefjOHZWfC7"  
[X Link](https://x.com/TheStalwart/status/2019853839701323809)  2026-02-06T19:20Z 431K followers, 61.9K engagements


"The rise of Chinese running shoe brands on r/runningshoegeeks"  
[X Link](https://x.com/TheStalwart/status/2020267051357483134)  2026-02-07T22:42Z 431.1K followers, 77.6K engagements


"It used to be that you couldnt look at twitter during the Olympics because of spoilers. But the algorithm has gotten so bad for breaking news that its not a problem anymore"  
[X Link](https://x.com/TheStalwart/status/2020291873202708970)  2026-02-08T00:21Z 431.1K followers, 206.2K engagements


"@notelikopter http://discord.gg/oddlots http://discord.gg/oddlots"  
[X Link](https://x.com/TheStalwart/status/2020602874280210820)  2026-02-08T20:57Z 431K followers, [----] engagements


"Japanese [--] year yield jumping"  
[X Link](https://x.com/TheStalwart/status/2020649048093638802)  2026-02-09T00:00Z 431K followers, 61.4K engagements


"NASDAQ-100 futures red"  
[X Link](https://x.com/TheStalwart/status/2020806033065623952)  2026-02-09T10:24Z 431.1K followers, 27.5K engagements


"In the process of scoring every Fed speech over the last [--] years on @Havelock_AI. Still not done yet. But no surprise that district Presidents who tend to do more community outreach talks tend to score higher"  
[X Link](https://x.com/TheStalwart/status/2020834934655717740)  2026-02-09T12:19Z 431K followers, 29.8K engagements

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