# ![@MichaelAArouet Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::898142955038543873.png) @MichaelAArouet Michael A. Arouet

Michael A. Arouet, also known as @PrestonTaylor3, is not a public figure with recent news, however,  Arouet seems to be associated with economic commentary. The posts discuss the failures of socialism, high taxes, and regulations stifling economic growth and innovation in Europe. They also highlight the success of free market principles and capitalist systems, citing examples from countries like Chile and Poland.

### Engagements: [----------] [#](/creator/twitter::898142955038543873/interactions)
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### Mentions: [---] [#](/creator/twitter::898142955038543873/posts_active)
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### Followers: [-------] [#](/creator/twitter::898142955038543873/followers)
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### CreatorRank: [------] [#](/creator/twitter::898142955038543873/influencer_rank)
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### Social Influence

**Social category influence**
[countries](/list/countries)  [finance](/list/finance)  #6370 [currencies](/list/currencies)  [stocks](/list/stocks)  [travel destinations](/list/travel-destinations)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [celebrities](/list/celebrities)  [cryptocurrencies](/list/cryptocurrencies)  [social networks](/list/social-networks) 

**Social topic influence**
[germany](/topic/germany) #1934, [countries](/topic/countries) #173, [france](/topic/france) #2905, [poland](/topic/poland) #433, [china](/topic/china) #4542, [italy](/topic/italy) #2228, [debt](/topic/debt) #2381, [euro](/topic/euro), [spain](/topic/spain) #1187, [inflation](/topic/inflation) #3021

**Top accounts mentioned or mentioned by**
[@visegrad24](/creator/undefined) [@elonmusk](/creator/undefined) [@danielkral1](/creator/undefined) [@grok](/creator/undefined) [@econovisuals](/creator/undefined) [@liathetrader](/creator/undefined) [@drvanitas](/creator/undefined) [@augurinfinity](/creator/undefined) [@kuittinenpetri](/creator/undefined) [@johnnyh52869325](/creator/undefined) [@macrokova](/creator/undefined) [@genevainvestor](/creator/undefined) [@stephanedeo](/creator/undefined) [@acemaxx](/creator/undefined) [@wallstreetmav](/creator/undefined) [@andreassteno](/creator/undefined) [@lynaldencontact](/creator/undefined) [@mikaelsarwe](/creator/undefined) [@jameseagle17](/creator/undefined) [@alessiourban](/creator/undefined)

**Top assets mentioned**
[Tesla, Inc. (TSLA)](/topic/$tsla) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"These two charts provide an interesting historical perspective of the impact of yield curve control and money supply on the #StockMarket 👇 More $SPX $SPY gains ahead #investing #stocksonlygoup #Equities #ycc #fed Via @meremortenlund @AndreasSteno"  
[X Link](https://x.com/MichaelAArouet/status/1286685711735885825)  2020-07-24T15:32Z 105.4K followers, [--] engagements


"Exciting time for #silver 👇 stretched [---] DMA Shorted it in [----] at these levels this time I will keep my fingers away from all silver or #gold shorts. Given the money supply expansion and #YCC on the horizon the trend is clearly up. #GotGold That said pretty cooked. Deviation from [---] day ma. https://t.co/s4fIbVHYMA That said pretty cooked. Deviation from [---] day ma. https://t.co/s4fIbVHYMA"  
[X Link](https://x.com/MichaelAArouet/status/1291002483972734976)  2020-08-05T13:25Z 105.1K followers, [--] engagements


"So far the Fed has been quite successful to keep yields low 👇 #yield #investing h/t @AndreasSteno"  
[X Link](https://x.com/MichaelAArouet/status/1333081318511562755)  2020-11-29T16:12Z 105K followers, [--] engagements


"Vaccines ending the #gold rally Or vaccines bringing back jewelry and central banks gold demand to pre Covid levels A chart is worth a thousand words 👇 #gold $gld $gdx $gdxj $nem $gold $kl #Bitcoin #BTC"  
[X Link](https://x.com/MichaelAArouet/status/1334192356170534913)  2020-12-02T17:47Z 105.4K followers, [--] engagements


"Will corporate bond yields go up or the dividend yields down Via @ISABELNET_SA"  
[X Link](https://x.com/MichaelAArouet/status/1351459418047655936)  2021-01-19T09:20Z 105.1K followers, [--] engagements


"Is it funny or sad 👇 $tsla"  
[X Link](https://x.com/MichaelAArouet/status/1363421622829481986)  2021-02-21T09:33Z 105.1K followers, [----] engagements


"Are #gold miners cheap or are they really cheap 👇 $gdx $gdxj $nem $gold $kl via @DerGoldreport"  
[X Link](https://x.com/MichaelAArouet/status/1366682963778428929)  2021-03-02T09:33Z 134.8K followers, [--] engagements


"Bahamas is the first central bank issuing CBDC👇 ht @ZSchneeweiss"  
[X Link](https://x.com/MichaelAArouet/status/1378974727604203522)  2021-04-05T07:36Z 105K followers, [--] engagements


"The words virtual real estate and boom should not be put together. #Decentraland ht @e_howcroft"  
[X Link](https://x.com/MichaelAArouet/status/1384614065482371073)  2021-04-20T21:04Z 105K followers, [--] engagements


"Inflation on the horizon in four charts. Buckle up. #CPI #yield #Gold ht @MikaelSarwe"  
[X Link](https://x.com/MichaelAArouet/status/1385936683527458821)  2021-04-24T12:40Z 105.4K followers, [--] engagements


"#Investing cheet sheet 👇 One just needs to figure out if we are in an accelerating or decelerating inflation environment. The rest is easy 😊 #bonds #equities #reit #gold ht @MoHossain"  
[X Link](https://x.com/MichaelAArouet/status/1389307956336992263)  2021-05-03T19:56Z 105.1K followers, [--] engagements


"OMG who did this 👇 $ARKK $BRK @ChartCriminals"  
[X Link](https://x.com/MichaelAArouet/status/1391496652138090499)  2021-05-09T20:53Z 105.3K followers, [--] engagements


"Green energy vs. traditional energy performance 👇 History repeating Is the clean energy investment hype over again $ARKK Ht @petergarnry"  
[X Link](https://x.com/MichaelAArouet/status/1392117875239006208)  2021-05-11T14:02Z 105.6K followers, [--] engagements


"History does not repeat itself but it rhymes 👇 $ARKK"  
[X Link](https://x.com/MichaelAArouet/status/1393329187440762882)  2021-05-14T22:15Z 105K followers, [---] engagements


"Should you invest in precious metals please consider following @CRutherglen. His intrinsics value of all options model is quite convincing. BTW is it a pretty picture for #gold for the next days and weeks 👇"  
[X Link](https://x.com/MichaelAArouet/status/1395112935106748418)  2021-05-19T20:23Z 105.3K followers, [--] engagements


"US Core CPI vs. US 10Y bond yields since [----] 👇 The red dots represent last five years. Perfect visualization of the artificial suppression of the 10Y yields. Ht @Lvieweconomics"  
[X Link](https://x.com/MichaelAArouet/status/1397173590462771203)  2021-05-25T12:51Z 105.1K followers, [--] engagements


"Money supply inflation and gold since [----] 👇 Draw your own conclusions. #gold Ht @GOLDCOUNCIL"  
[X Link](https://x.com/MichaelAArouet/status/1403839302791008256)  2021-06-12T22:19Z 105.3K followers, [--] engagements


"Fed funds target if the Fed followed history 👇 Welcome to the new brave times. Great chart by @MikaelSarwe"  
[X Link](https://x.com/MichaelAArouet/status/1405137195246264329)  2021-06-16T12:16Z 105K followers, [--] engagements


"Global bond yields vs. global P/E ratio 👇 Will global bond yields continue to rise and take P/E down Ht @beursanalist"  
[X Link](https://x.com/MichaelAArouet/status/1405867782915383296)  2021-06-18T12:39Z 105.7K followers, [--] engagements


"The highest % of Russell [----] that is non-earners at a record high👇 How does it reconcile with junk bond yields at all-time lows (BofA)"  
[X Link](https://x.com/MichaelAArouet/status/1407349747199905809)  2021-06-22T14:48Z 105.1K followers, [---] engagements


"UK non-financial corporations have been able to deleverage since the GFC Euro area corporations continue to add debt to their balance sheets. Will the ECB be able to end the artificially low Euro interest rates regime or are we at a point of no return ht @macro_daily"  
[X Link](https://x.com/MichaelAArouet/status/1413786243452784647)  2021-07-10T09:04Z 105K followers, [--] engagements


"Public debt as a percentage of GDP in [--] advanced economies has just surpassed the WWII level 👇 After WWII excess debt was inflated away with double digits negative real rates. How will the problem get solved this time ht @wsj"  
[X Link](https://x.com/MichaelAArouet/status/1414901795923562497)  2021-07-13T10:57Z 105.4K followers, [---] engagements


"2/2 Negative real interest rates seem to be the preferred solution so far 👇 ht @macro_daily"  
[X Link](https://x.com/MichaelAArouet/status/1415639515662856194)  2021-07-15T11:48Z 105.2K followers, [--] engagements


"Try to find an anomaly in the chart 👇 aka the Fed being cornered by the debt to GDP ratio. ht @HayekAndKeynes"  
[X Link](https://x.com/MichaelAArouet/status/1416693587606126594)  2021-07-18T09:37Z 105.1K followers, [--] engagements


"What a chart household net worth vs. GDPx4 👇 The artificially low interest rates are inflating the value of assets. There is not too much room for significantly higher rates the negative wealth effect would be problematic. Chart ht @LynAldenContact"  
[X Link](https://x.com/MichaelAArouet/status/1417099010293256194)  2021-07-19T12:28Z 105.3K followers, [--] engagements


"Chart crime or not Anyway an interesting divergence between S&P [---] and recent consumer confidence. Thank you Jerome.👇 ht @takis2910"  
[X Link](https://x.com/MichaelAArouet/status/1426206937541185540)  2021-08-13T15:40Z 105.7K followers, [---] engagements


"Time to start taking a look at beaten down gold miners again 👇 $GDX $NEM $GOLD"  
[X Link](https://x.com/MichaelAArouet/status/1429065709309603840)  2021-08-21T12:59Z 134.8K followers, [---] engagements


"A chart for future history books 👇 $ARKK ht @MarketPictorial"  
[X Link](https://x.com/MichaelAArouet/status/1432035184040419333)  2021-08-29T17:39Z 105.7K followers, [--] engagements


"2/2 For quite few emerging markets its more than just one lost decade 👇 @MichaelAArouet @FT Nor have most done much emerging in economic terms. Convergence is nice in theory but less so in practice One of my colleagues did a lot of work on the lack of convergence reasons behind it etc https://t.co/lVR2dZZZwf https://t.co/QvbvClngKm @MichaelAArouet @FT Nor have most done much emerging in economic terms. Convergence is nice in theory but less so in practice One of my colleagues did a lot of work on the lack of convergence reasons behind it etc https://t.co/lVR2dZZZwf https://t.co/QvbvClngKm"  
[X Link](https://x.com/MichaelAArouet/status/1433031175031951364)  2021-09-01T11:37Z 116.2K followers, [--] engagements


"Business travel survey 👇 more headaches for airlines and hotel chains. Ht @markets"  
[X Link](https://x.com/MichaelAArouet/status/1434530817351593986)  2021-09-05T14:56Z 105.4K followers, [--] engagements


"The end of the reflation trade in one chart 👇 unless the drop in consumer confidence is temporary. Ht @MorganStanley"  
[X Link](https://x.com/MichaelAArouet/status/1435563948598829066)  2021-09-08T11:21Z 105K followers, [--] engagements


"Good times ahead for dividend growth investors 👇 ht @ISABELNET_SA (BofA)"  
[X Link](https://x.com/MichaelAArouet/status/1441692872563204096)  2021-09-25T09:15Z 105K followers, [--] engagements


"The Chinese property market eye-opening chart👇 ht @RoyPero9 (GS)"  
[X Link](https://x.com/MichaelAArouet/status/1442819199022346240)  2021-09-28T11:51Z 105K followers, [--] engagements


"$ARKK vs. Nasdaq during the dotcom bubble 👇 Will the parallels continue ht @JulianMI2"  
[X Link](https://x.com/MichaelAArouet/status/1443906020246499328)  2021-10-01T11:49Z 105.7K followers, [---] engagements


"China high yield index vs. China volatility index 👇 so far so good. Ht @Lvieweconomics"  
[X Link](https://x.com/MichaelAArouet/status/1448193508888743938)  2021-10-13T07:46Z 105.7K followers, [--] engagements


"History does not repeat itself but it rhymes. $ARKK vs dotcom bubble 👇 ht @gnoble79"  
[X Link](https://x.com/MichaelAArouet/status/1466547310956097541)  2021-12-02T23:18Z 105.1K followers, [---] engagements


"$ARKK vs. dotcom 👇 human nature does not change only the bubbles change. Ht @t1alpha"  
[X Link](https://x.com/MichaelAArouet/status/1470874431987802119)  2021-12-14T21:52Z 105.1K followers, [---] engagements


"$ARKK vs. dotcom bubble 👇 So far almost like a Swiss watch. Ht @MichaelMOTTCM"  
[X Link](https://x.com/MichaelAArouet/status/1479847765597376517)  2022-01-08T16:09Z 105.6K followers, [---] engagements


"One could not make it up 👇 $ARKK ht @Tweet_Removed"  
[X Link](https://x.com/MichaelAArouet/status/1484149190032822275)  2022-01-20T13:01Z 105.7K followers, [---] engagements


"PonziCoin is doing quite well today. BTFD 😂"  
[X Link](https://x.com/MichaelAArouet/status/1485950083535364100)  2022-01-25T12:18Z 105.1K followers, [--] engagements


"My process: Invest in stocks with EV/EBITDA below own 5y average & EV/EBITDA declining next [--] months Dividend growth w/o payout ratio increasing Buy at 52W low sell at 52W high Dont fall in love with an investment Compound and sleep well at night"  
[X Link](https://x.com/MichaelAArouet/status/1486092013288275970)  2022-01-25T21:42Z 105.7K followers, [---] engagements


"US mortgage rates 👇 Good luck to those who recently bought a house above asking price with just little equity in you may be under water soon when prices follow rates. Ht @Lvieweconomics"  
[X Link](https://x.com/MichaelAArouet/status/1486679406303191041)  2022-01-27T12:36Z 103.8K followers, [--] engagements


"However the Euro experiment may end investment grade corporate bonds with negative nominal yield will go into future history books 👇 ht @StephaneDeo"  
[X Link](https://x.com/MichaelAArouet/status/1491028156941484033)  2022-02-08T12:36Z 105.4K followers, [--] engagements


"Does anybody remember when just few years the US was trying to reduce trade balance deficit What a success story 👇 BTW it didnt really hurt dxy. (Wells Fargo)"  
[X Link](https://x.com/MichaelAArouet/status/1491462114342580228)  2022-02-09T17:20Z 105.3K followers, [--] engagements


"Watch credit spreads for signs of trouble 👇 ( Credit Suisse)"  
[X Link](https://x.com/MichaelAArouet/status/1492841460395352067)  2022-02-13T12:41Z 105.4K followers, [---] engagements


"US 30y mortgages 👇 Our thoughts and prayers are with those who have recently bought property with little equity above asking price. Chart @PPGMacro"  
[X Link](https://x.com/MichaelAArouet/status/1493563057481650176)  2022-02-15T12:29Z 105.3K followers, [----] engagements


"BTW house prices have already started to fall in December even before the parabolic move in mortgage rates 👇 Chart @PPGMacro"  
[X Link](https://x.com/MichaelAArouet/status/1493941104898629634)  2022-02-16T13:31Z 105K followers, [---] engagements


"US treasury market liquidity stress 👇 Other than that everything is fine. Chart @patrick_saner (GS)"  
[X Link](https://x.com/MichaelAArouet/status/1504086655870906370)  2022-03-16T13:26Z 105.3K followers, [--] engagements


"Treasuries vs. Gold 👇 Will the divergence close one way or another (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1511307104233140227)  2022-04-05T11:37Z 105.4K followers, [--] engagements


"Manufacturing PMI vs. S&P [---] y/y change 👇 Not a pretty picture. Ht @SethCL (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1512399959781486597)  2022-04-08T12:00Z 105.3K followers, [--] engagements


"Interesting to see the highest market-implied terminal rates for countries with the biggest real estate bubbles 👇 Good luck. Chart Morgan Stanley"  
[X Link](https://x.com/MichaelAArouet/status/1513498961667137538)  2022-04-11T12:47Z 105.4K followers, [--] engagements


"Gold geopolitics trumping real rates at the moment 👇 (Credit Suisse)"  
[X Link](https://x.com/MichaelAArouet/status/1515246736691847170)  2022-04-16T08:32Z 105.3K followers, [---] engagements


"@FrancisBehnen Was Amazon valued at 1T$ [--] years ago"  
[X Link](https://x.com/MichaelAArouet/status/1521235054483361792)  2022-05-02T21:07Z 105.1K followers, [--] engagements


"Just watch the spreads 👇 (Credit Suisse) BTW @MrBlonde_macro was the first on FinTwit to point it out. I am sure he has an even better chart to visualize it"  
[X Link](https://x.com/MichaelAArouet/status/1523385166332579841)  2022-05-08T19:31Z 105.4K followers, [--] engagements


"Valuations are not even close to where they were at the bottoms of prior sell-offs. 👇 (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1526545938021588993)  2022-05-17T12:51Z 105.3K followers, [---] engagements


"#MMT 👇 Happy Sunday 😊"  
[X Link](https://x.com/MichaelAArouet/status/1528360221722165248)  2022-05-22T13:00Z 105.4K followers, [--] engagements


"Its a journey to using them for heating few years from now 👇 The other option is to blow off Italian debt. What were politicians smoking in the 1990s when they put Germany and Italy into single currency"  
[X Link](https://x.com/MichaelAArouet/status/1534930830518325252)  2022-06-09T16:10Z 105.3K followers, [--] engagements


"Who would have thought that combination of rapidly appreciating USD and higher agriculture commodities & energy will put emerging markets under pressure. 👇 Chart @FT"  
[X Link](https://x.com/MichaelAArouet/status/1546046939858345984)  2022-07-10T08:21Z 104.9K followers, [---] engagements


"Electricity prices in Germany 👇 Driving an Electric Vehicle on the path to becoming pure luxury only few can afford"  
[X Link](https://x.com/MichaelAArouet/status/1546107176116260865)  2022-07-10T12:20Z 105.4K followers, [----] engagements


"Equity bear markets vs. yield curve 👇 Notice that bear markets end when yield curve steepens again not when it inverts. YC front end needs to go down reflecting expected central banks pivot to calm equity market. Chart @RealAlpineMacro"  
[X Link](https://x.com/MichaelAArouet/status/1546829094729531392)  2022-07-12T12:09Z 105.7K followers, [---] engagements


"$LVMH is simply amazing still cannot forgive myself that I sold it too early after buying it at 150"  
[X Link](https://x.com/MichaelAArouet/status/1551128103531024384)  2022-07-24T08:52Z 105K followers, [---] engagements


"Inflation for items most people spend majority of their income on 👇 85% wouldnt be that bad. (Charles Schwab)"  
[X Link](https://x.com/MichaelAArouet/status/1557702292861763586)  2022-08-11T12:15Z 105.1K followers, [---] engagements


"US equity market relative to global markets ex US 👇 eye-opening chart. Ht @RichardDias_CFA"  
[X Link](https://x.com/MichaelAArouet/status/1559190210763788288)  2022-08-15T14:48Z 105.4K followers, [--] engagements


"Historical perspective on earnings per share. What are the odds that earnings will stay above trend in recession 👇 Ht @Callum_Thomas"  
[X Link](https://x.com/MichaelAArouet/status/1563806972834717697)  2022-08-28T08:33Z 105.4K followers, [--] engagements


"Global CB policy rate and earnings 👇 What a chart. (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1568168148733394947)  2022-09-09T09:23Z 105K followers, [--] engagements


"What are the odds that unemployment during recession will stop at 4.4% which is the level the Fed deems as necessary to tame inflation (BBG)"  
[X Link](https://x.com/MichaelAArouet/status/1572919744046706690)  2022-09-22T12:04Z 105.1K followers, [--] engagements


"Market cap is one thing but Enterprise Value reflects also net debt 👇 Relative to sales we have just arrived at the top of the [----] dotcom bubble. (Goldman Sachs)"  
[X Link](https://x.com/MichaelAArouet/status/1575461247843274757)  2022-09-29T12:23Z 105K followers, [---] engagements


"Exponential growth of renewable energy sources in one chart 👇 Dont write off oil & gas equities yet"  
[X Link](https://x.com/MichaelAArouet/status/1575576850352705536)  2022-09-29T20:02Z 113.3K followers, [---] engagements


"So real estate stocks went down by more than 50% but real estate prices will be fine 👇 (BBG)"  
[X Link](https://x.com/MichaelAArouet/status/1577188434967289856)  2022-10-04T06:46Z 105.1K followers, [---] engagements


"Monthly number of central banks policy rate changes 👇 Chart for future history books this is what happens when central banks wait too long and inflation gets out of control. Ht @TheEconomist"  
[X Link](https://x.com/MichaelAArouet/status/1577616430253723648)  2022-10-05T11:07Z 105.3K followers, [--] engagements


"2021 was such a hilarious year but seriously the real question before we celebrate victory about normalized PE ratio is will earnings hold at these level in recessionary environment 👇 (SG)"  
[X Link](https://x.com/MichaelAArouet/status/1598597534200512514)  2022-12-02T08:38Z 105.2K followers, [--] engagements


"German real estate market I have received quite few 15% asking price reduction notifications so far now its getting closer to 20% 👇 Say goodbye to German real estate bubble"  
[X Link](https://x.com/MichaelAArouet/status/1603399931108421632)  2022-12-15T14:41Z 105.1K followers, [---] engagements


"During the NIRP regime there were not too many investment alternatives and real estate prices completely detached from German rents 👇 As there are some alternatives now current housing prices are not sustainable and the 15%-20% price drops may be just a start"  
[X Link](https://x.com/MichaelAArouet/status/1603756132102725632)  2022-12-16T14:17Z 105.1K followers, [----] engagements


"Whats the point of measuring crypto wealth in USD Just kidding (Forbes)"  
[X Link](https://x.com/MichaelAArouet/status/1607043495872843776)  2022-12-25T16:00Z 106.6K followers, 19K engagements


"Number of states with negative growth 👇 Current reading has indicated start of a recession in the past. Is it really different this time Chart. @stlouisfed"  
[X Link](https://x.com/MichaelAArouet/status/1609915089200599047)  2023-01-02T14:10Z 105.6K followers, 18K engagements


"Friendly reminder for those celebrating recessionary data recessions usually trigger substantial earnings declines 👇 (BBG)"  
[X Link](https://x.com/MichaelAArouet/status/1612839406896807938)  2023-01-10T15:50Z 105.1K followers, 10.6K engagements


"It always amazes me that retail investors sell because equities get cheaper and buy when they are expensive 👇 (Goldman Sachs via @MikeZaccardi)"  
[X Link](https://x.com/MichaelAArouet/status/1613579939059568649)  2023-01-12T16:53Z 105.1K followers, 12K engagements


"Remarkable chart 40% of Russell [----] companies were unprofitable last year. Add higher interest rates to roll their debt to the equation and as painful as it will be for shareholders and employees long overdue clean-up is necessary. (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1615283661481431040)  2023-01-17T09:43Z 105.1K followers, 153.3K engagements


"Friendly reminder for those who celebrate recessionary signals as bullish for equities profits do not do well during economic slowdowns 👇 ht @Mayhem4Markets"  
[X Link](https://x.com/MichaelAArouet/status/1615977061100797952)  2023-01-19T07:38Z 105.7K followers, [----] engagements


"Where is the wage price spiral FinTwit is talking about (Goldman Sachs)"  
[X Link](https://x.com/MichaelAArouet/status/1617511246512943104)  2023-01-23T13:15Z 105K followers, [----] engagements


"IG corporate bond yield minus forward dividend yield 👇 bye bye TINA. Chart @DuncanLamont2"  
[X Link](https://x.com/MichaelAArouet/status/1618283838345711619)  2023-01-25T16:25Z 105.4K followers, [----] engagements


"Each time I see this chart I ask myself whats wrong with the US healthcare system"  
[X Link](https://x.com/MichaelAArouet/status/1619336499643977728)  2023-01-28T14:08Z 105.1K followers, 731.4K engagements


"It seems that the good old Taylor rule needs to be dusted off on days like today 👇 (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1633151878203691009)  2023-03-07T17:05Z 105.1K followers, [----] engagements


"The so popular End of the Dollar in one chart 👇 (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1639304893260341248)  2023-03-24T16:35Z 105.6K followers, [----] engagements


"What were politicians smoking when they introduced Euro in Italy 👇 Chart @philippilk"  
[X Link](https://x.com/MichaelAArouet/status/1649436466072748039)  2023-04-21T15:34Z 105.2K followers, 14.2K engagements


"@carlquintanilla @Reuters Has $PACW CEO just mentioned AI"  
[X Link](https://x.com/MichaelAArouet/status/1658142919293894657)  2023-05-15T16:10Z 69.8K followers, [--] engagements


"If #bitcoin is digital gold why did its market share go down from 80%+ to 40% since [----] Asking for a friend. (The Economist)"  
[X Link](https://x.com/MichaelAArouet/status/1658739881458188288)  2023-05-17T07:43Z 69.8K followers, [--] engagements


"Time to get more followers. My proven and reliable model flashes the following: #Bitcoin at 1000000$ Gold at 15000$ and silver at 180$ $TSLA at 4800$ $NVDA at 3700$ Follow me for more insights 😉"  
[X Link](https://x.com/MichaelAArouet/status/1660340584224104448)  2023-05-21T17:43Z 69.8K followers, [---] engagements


"This is pure blasphemy 👇 We all have been told countless times on FinTwit that bitcoin is decentralized finance. Ht @Callum_Thomas"  
[X Link](https://x.com/MichaelAArouet/status/1660397544101249025)  2023-05-21T21:29Z 69.8K followers, [--] engagements


"Twitter is undefeated $NVDA"  
[X Link](https://x.com/MichaelAArouet/status/1662087903814598661)  2023-05-26T13:26Z 66.6K followers, [---] engagements


"Current market sentiment $nvda"  
[X Link](https://x.com/MichaelAArouet/status/1662496280264814599)  2023-05-27T16:29Z 69.7K followers, [---] engagements


"Why is $TSLA worth more than all these companies together again 👇 via @stats_feed Global EV production in [----] (cars / growth from 2021): BYD: [-------] / 211% Tesla: [-------] / 40% VW Group: [------] / 10% GM: [------] / 13% Stellantis: [------] / 34% Hyundai: [------] / 43% BMW: [------] / 32% Geely: [------] / 251% Mercedes: [------] / 20% Renault-Nissan-Mitsubishi: [------] / 16% GAC Group: [------] / 130% SAIC Motor Corp.: [------] / 8% Volvo: [------] / 15% Chery: [------] / 136% Changan: [------] / 134% 🌍 Other [--] companies: [-------] / 45%"  
[X Link](https://x.com/MichaelAArouet/status/1662710978306293760)  2023-05-28T06:42Z 103.9K followers, 118.3K engagements


"@EmiliyanTanev @stats_feed Or simply $nvda revenue dropping 13% YoY last quarter"  
[X Link](https://x.com/MichaelAArouet/status/1662714816811679745)  2023-05-28T06:57Z 69.8K followers, [--] engagements


"How do you say deflation in Italian 👇 Chart @C_Barraud"  
[X Link](https://x.com/MichaelAArouet/status/1663459490983706630)  2023-05-30T08:17Z 95.5K followers, 16.7K engagements


"Never short a this time its different bubble 👇 $NVDA"  
[X Link](https://x.com/MichaelAArouet/status/1663460080694566912)  2023-05-30T08:19Z 64.8K followers, [--] engagements


"Shorting $NVDA in 2023"  
[X Link](https://x.com/MichaelAArouet/status/1664299770368647170)  2023-06-01T15:56Z 69.7K followers, [--] engagements


"@Maverick_Equity Temps are always fired first when a recession looms as they dont get severances and are less experienced than regular staff. Therefore a leading indicator vs NFP which is lagging"  
[X Link](https://x.com/MichaelAArouet/status/1664941995469557762)  2023-06-03T10:27Z 71.8K followers, [---] engagements


"Copper/gold ratio has been sending wrong/premature signal for treasury yield for quite a while. Has it lost its importance or will there be a catch-up (Morgan Stanley)"  
[X Link](https://x.com/MichaelAArouet/status/1666328027779723264)  2023-06-07T06:15Z 69.8K followers, 43.4K engagements


"Buying $NVDA at [---] EV/EBITDA"  
[X Link](https://x.com/MichaelAArouet/status/1669439692083810315)  2023-06-15T20:20Z 69.8K followers, [--] engagements


"Buying $NVDA at [---] EV/EBITDA"  
[X Link](https://x.com/MichaelAArouet/status/1669441874740797440)  2023-06-15T20:28Z 69.8K followers, [---] engagements


"Stockpiling was the biggest driver of supply-chain stress driving goods inflation 👇 Current elevated inventory levels meeting lower demand will trigger price reductions next goods deflation is coming. (The Economist)"  
[X Link](https://x.com/anyuser/status/1672128441141829632)  2023-06-24T04:17Z [--] followers, 16K engagements


"Awesome chart 👇 Those who call for Volcker like hikes to fight inflation forget that debt/GDP was at 30% back then. 1% hike has a different impact today given current debt levels. Ht @ThHappyHawaiian"  
[X Link](https://x.com/MichaelAArouet/status/1672274415516545025)  2023-06-23T18:25Z 69.8K followers, 15.1K engagements


"Waiting for FinTwit experts to start explaining how civil war in Russia will impact inflation"  
[X Link](https://x.com/MichaelAArouet/status/1672553826576990208)  2023-06-24T10:34Z 69.8K followers, [----] engagements


"2008 was such a fantastic year for GM 👇 ht @nuancerocket"  
[X Link](https://x.com/MichaelAArouet/status/1672634256311349249)  2023-06-24T15:54Z 69.8K followers, [--] engagements


"Cars inflation is simply unstoppable"  
[X Link](https://x.com/MichaelAArouet/status/1672652361196511232)  2023-06-24T17:06Z 69.7K followers, [----] engagements


"Buying $NVDA at [--] price to sales ratio"  
[X Link](https://x.com/MichaelAArouet/status/1672713261442031617)  2023-06-24T21:08Z 105.1K followers, 15.3K engagements


"But seriously [--] price to sales ratio makes only sense under the assumption that all competitors are sitting on their hands and have zero interest in developing products competing with $NVDA"  
[X Link](https://x.com/MichaelAArouet/status/1672862575111946241)  2023-06-25T07:01Z 69.8K followers, [--] engagements


"Time to get back to talk about inflation 👇 Who will tell Lagarde Chart @SPGlobalPMI"  
[X Link](https://x.com/MichaelAArouet/status/1672883944683864065)  2023-06-25T08:26Z 69.8K followers, [--] engagements


"One could argue that selling prices are decent indicator for inflation"  
[X Link](https://x.com/MichaelAArouet/status/1672941658713776130)  2023-06-25T12:16Z 70.1K followers, [----] engagements


"@f_wintersberger @BeowulfTreasury @dlacalle_IA What stimulus This was an overdone panic reaction during Covid. Anybody who is surprised that it caused inflation flame should look up Milton Friedman on youtube"  
[X Link](https://x.com/MichaelAArouet/status/1673013884146401281)  2023-06-25T17:03Z 69.8K followers, [---] engagements


"@Schuldensuehner As our economy minister used to write children books before becoming minister its not really surprising"  
[X Link](https://x.com/MichaelAArouet/status/1673235997692252161)  2023-06-26T07:45Z 131.5K followers, [----] engagements


"@lloydblankfein What"  
[X Link](https://x.com/MichaelAArouet/status/1673313952468545538)  2023-06-26T12:55Z 105.3K followers, [----] engagements


"Nothing is more social than a company selling 5k$ handbags More than [----] ESG funds now hold shares of LVMH Moet Hennessy Louis Vuitton SE according to data compiled by Bloomberg. Roughly [---] more are indirectly exposed to the luxury behemoth the data show. That puts LVMH well ahead of more traditional green names such as Vestas Wind More than [----] ESG funds now hold shares of LVMH Moet Hennessy Louis Vuitton SE according to data compiled by Bloomberg. Roughly [---] more are indirectly exposed to the luxury behemoth the data show. That puts LVMH well ahead of more traditional green names such"  
[X Link](https://x.com/MichaelAArouet/status/1673949667590062081)  2023-06-28T07:01Z 133.1K followers, 10.9K engagements


"Long overdue given the long period of artificially low interest rates driving zombification 👇 (Apollo)"  
[X Link](https://x.com/MichaelAArouet/status/1674032043947089920)  2023-06-28T12:29Z 69.8K followers, [----] engagements


"@adam_tooze @FT Balance between capitalism and democracy Lets start with listing all socialist countries in history and trying to find any democracy there"  
[X Link](https://x.com/MichaelAArouet/status/1674460508844425216)  2023-06-30T03:14Z 66K followers, [----] engagements


"Anybody surprised that the French are rioting"  
[X Link](https://x.com/MichaelAArouet/status/1675081497596817408)  2023-07-01T16:06Z 69.8K followers, [---] engagements


"Imagine what would happen to any senior manager in a private business if he/she would give this explanation about missing the only item listed in his/her job description"  
[X Link](https://x.com/MichaelAArouet/status/1676117346891579392)  2023-07-10T06:19Z 65.6K followers, 245.1K engagements


"Can anyone imagine any Western or Eastern company choosing investing in China for unpredictable geopolitical risks and labor costs 3x higher than in other Asian countries But the Dollar will get replaced by Yuan 😊 (The Economist) @SantiagoAuFund @LukeGromen @mnicoletos"  
[X Link](https://x.com/MichaelAArouet/status/1676312893929713685)  2023-07-04T20:23Z 69.8K followers, 73.6K engagements


"Since [----] German house prices went up by 80% while rents by 20% fueled by artificially low mortgage rates 👇 What could possibly go wrong Ht @EU_Eurostat"  
[X Link](https://x.com/MichaelAArouet/status/1676560933550792704)  2023-07-05T11:57Z 87.6K followers, 22.7K engagements


"Who would have thought 👇 (Apollo)"  
[X Link](https://x.com/MichaelAArouet/status/1677567753639559172)  2023-07-08T09:53Z 69.8K followers, [----] engagements


"Seriously whats the point of listening to Wall Street analysts if their S&P [---] targets for [----] are in a range of 50% (BBG)"  
[X Link](https://x.com/MichaelAArouet/status/1677917018337542144)  2023-07-09T08:21Z 64.9K followers, 21.3K engagements


"2008 was such a fantastic year for GM 👇 (Apollo)"  
[X Link](https://x.com/MichaelAArouet/status/1677984293769945092)  2023-07-09T10:13Z 69.8K followers, [----] engagements


"@iv_technicals Waiting for my flight in the lounge in memes generating mood :)"  
[X Link](https://x.com/MichaelAArouet/status/1678085462416580610)  2023-07-09T16:56Z 69.8K followers, [---] engagements


"But seriously Christine made a clown of herself with the hump theory while inflation was rampantly coming. Now she tries to compensate and be hawkish while inflation is already yesterdays story. Well done enjoy your ECB pension benefits"  
[X Link](https://x.com/MichaelAArouet/status/1678099132479668224)  2023-07-09T17:51Z 69.8K followers, [----] engagements


"For those who remember"  
[X Link](https://x.com/MichaelAArouet/status/1678156557907787777)  2023-07-09T22:05Z 69.8K followers, 20.3K engagements


"Human nature does not change only the bubbles change"  
[X Link](https://x.com/MichaelAArouet/status/1678864366676975618)  2023-07-11T20:51Z 69.8K followers, [----] engagements


"Fingers crossed Christine 👇 Chart @MacroKova"  
[X Link](https://x.com/MichaelAArouet/status/1679092777047539712)  2023-07-12T15:47Z 64.8K followers, [----] engagements


"Germany is not what it used to be anymore👇 The scary thing is that current public debate in Germany is focused on heat pumps and some morons gluing themselves to roads instead. Chart @MacroKova"  
[X Link](https://x.com/MichaelAArouet/status/1679807452777250816)  2023-07-17T20:42Z 69.8K followers, 75.7K engagements


"Buying $NVDA at [--] price to sales ratio"  
[X Link](https://x.com/MichaelAArouet/status/1679887313956904960)  2023-07-14T16:15Z 69.8K followers, [---] engagements


"WTF happened in [----] 👇 (BofA)"  
[X Link](https://x.com/MichaelAArouet/status/1680127435847630848)  2023-07-15T08:09Z 70.1K followers, 771.1K engagements


"Chart for future history books 👇 (Corpay)"  
[X Link](https://x.com/MichaelAArouet/status/1680188181931606017)  2023-07-15T12:10Z 98.1K followers, [----] engagements


"What differentiates the wealthy from the poor Most wealthy people have random two out of these three: [--]. Intelligence [--]. Discipline [--]. Ruthlessness Most poor people just have envy. Prove me wrong"  
[X Link](https://x.com/MichaelAArouet/status/1680291221669814278)  2023-07-15T21:20Z 69.8K followers, 49.9K engagements


"It turns out countries with inflation higher than their peers have stronger currency 👇 Must be bullish for Argentinian Peso and Turkish Lira 😊 (BBG)"  
[X Link](https://x.com/MichaelAArouet/status/1680490527718793217)  2023-07-16T08:12Z 90K followers, [----] engagements


"@vtchakarova I know"  
[X Link](https://x.com/MichaelAArouet/status/1681214297773428737)  2023-07-18T08:08Z 65.2K followers, [----] engagements


"Something to think about next time you chew on paper drinking straw"  
[X Link](https://x.com/MichaelAArouet/status/1681691716573601792)  2023-07-19T22:24Z 69.8K followers, 29.8K engagements


"If history is a guide monetary tightening in developed markets is about to end soon 👇 (BofA)"  
[X Link](https://x.com/MichaelAArouet/status/1682411259893895169)  2023-07-21T15:24Z 90.4K followers, [----] engagements


"Global risk appetite implies ISM of [--] which would mean US GDP growth of about 4% 👇 Fingers crossed. (CS)"  
[X Link](https://x.com/MichaelAArouet/status/1682728348378701824)  2023-07-22T12:24Z 89.2K followers, [----] engagements


"Who needs Harvard Business School"  
[X Link](https://x.com/MichaelAArouet/status/1683057011741556737)  2023-07-23T10:10Z 105.3K followers, 93.3K engagements


"Who would have thought that inflation was good for revenues 👇 (Apollo)"  
[X Link](https://x.com/MichaelAArouet/status/1683367183252856833)  2023-07-24T08:35Z 69.8K followers, [----] engagements


"There is a lot of talk about gold diverging from real rates but this is much more remarkable 👇 Is golds strength driven by central banks physical purchases (BBG)"  
[X Link](https://x.com/MichaelAArouet/status/1683370425537949696)  2023-07-24T06:55Z 69.8K followers, 12.7K engagements


"Is PE of [--] for mega caps and PE of [--] for everyone else justified Both of them feel little bit stretched where is the upside (GS)"  
[X Link](https://x.com/MichaelAArouet/status/1683456085376499713)  2023-07-24T12:36Z 105.1K followers, [----] engagements


"If starting to tighten one year too late is defined as fast then yes it was really fast. The ECB missed it completely when inflation was coming and now they will overtighten into a recession. As always one policy mistake after another. (Reuters)"  
[X Link](https://x.com/MichaelAArouet/status/1683726730639319041)  2023-07-25T06:31Z 69.8K followers, [---] engagements


"Europe is simply screwed"  
[X Link](https://x.com/MichaelAArouet/status/1685178748507721728)  2023-07-29T06:41Z 69.7K followers, 16.9K engagements


"The same guy who closed German nuclear plants this year requests now debt financed electricity subsidies. Before becoming economy minister he was writing children books. Seriously"  
[X Link](https://x.com/MichaelAArouet/status/1685216025350901760)  2023-07-29T09:09Z 66.9K followers, 81.9K engagements


"@visegrad24 And Germans are debating about the need for siesta"  
[X Link](https://x.com/MichaelAArouet/status/1685905432085164032)  2023-07-31T07:15Z 69.8K followers, [----] engagements


"@LukeGromen What a pity that the paper gold market where gold price is set is 200x bigger than the physical gold market. Warm greetings to JPM PM desk"  
[X Link](https://x.com/MichaelAArouet/status/1686432810624581632)  2023-08-01T17:44Z 120.5K followers, [----] engagements


"Inflation is great for enterprises and shareholders as it helps increase revenues and stock prices but not so good for the customers 👇"  
[X Link](https://x.com/MichaelAArouet/status/1687000604760023040)  2023-08-03T07:21Z 69.8K followers, [----] engagements


"Did someone say higher interest rates"  
[X Link](https://x.com/MichaelAArouet/status/1687858913239334912)  2023-08-05T16:11Z 69.8K followers, 138.4K engagements


"The famous wage price spiral in the UK is inevitable 👇 😉"  
[X Link](https://x.com/MichaelAArouet/status/1688440005776019457)  2023-08-07T06:40Z 69.8K followers, [----] engagements


"Coming to theatre near you"  
[X Link](https://x.com/MichaelAArouet/status/1688794074759774208)  2023-08-08T06:07Z 70.1K followers, 112.7K engagements


"@dgsommersmkts Inflation will be needed to get rid of unsustainable debt overhang"  
[X Link](https://x.com/MichaelAArouet/status/1688878695778279424)  2023-08-08T11:43Z 69.7K followers, [---] engagements


"No wonder Euro is falling on weak China data today. German manufacturing is dependent on China"  
[X Link](https://x.com/MichaelAArouet/status/1688886624430571523)  2023-08-08T12:15Z 69.8K followers, [----] engagements


"No wonder German automotive executives are in panic mode 👇 Good luck with explaining it to the unions and workers councils requesting four days work week. They are mentally stuck in a world that doesnt exist anymore. Chart @Brad_Setser"  
[X Link](https://x.com/MichaelAArouet/status/1689165276711895041)  2023-08-09T06:42Z 69.8K followers, 52.2K engagements


"The long-term trend in profit margins is remarkable at the same time you can do the math where margins will be in the next recession whenever it may hit. Ht @LizYoungStrat"  
[X Link](https://x.com/MichaelAArouet/status/1689166921554362368)  2023-08-09T06:49Z 69.8K followers, [----] engagements


"Due to the famous excess savings credit card debt is rising at record pace 👇 Just kidding"  
[X Link](https://x.com/MichaelAArouet/status/1689170602530131968)  2023-08-09T07:03Z 103.9K followers, [----] engagements


"@vtchakarova Come on Russias economy is (was before the war) of the size of Belgium and Netherlands. PPP is nonsense to compare countries between each other it is only suitable to compare how many Big Macs people can buy. Whoops there are not even Big Macs in Russia anymore"  
[X Link](https://x.com/MichaelAArouet/status/1689364207068663810)  2023-08-09T19:53Z 69.8K followers, [----] engagements


"Food for thought next time you chew on your paper drinking straw"  
[X Link](https://x.com/anyuser/status/1689368408603721729)  2023-08-09T20:09Z [--] followers, 14.8K engagements


"@Copywriting_Dad @Fathers_Writes They follow Twitter accounts posting calendar wisdom quotes"  
[X Link](https://x.com/MichaelAArouet/status/1689369432957558784)  2023-08-09T20:13Z 69.7K followers, [----] engagements


"These charts from Tavi are so cute. What is the yellow arrow based on Wishful thinking"  
[X Link](https://x.com/anyuser/status/1689530775350210561)  2023-08-10T06:55Z [--] followers, [----] engagements


"Every day on FinTwit"  
[X Link](https://x.com/MichaelAArouet/status/1689692899066159104)  2023-08-10T17:39Z 103.9K followers, [----] engagements


"Time to get more followers Based on my proven model my price predictions are: Bitcoin: [--] M$ Gold: 15k$ DXY: Zero S&P 500: Melt up US Treasuries: Zero Tesla: [----] $ Follow me for more proven model based financial insights"  
[X Link](https://x.com/MichaelAArouet/status/1689721271309709313)  2023-08-10T19:31Z 69.8K followers, 17.9K engagements


"Who would have thought that Fed pausing is good for bonds"  
[X Link](https://x.com/MichaelAArouet/status/1689911082259800064)  2023-08-11T08:06Z 69.7K followers, [----] engagements


"Where is the upside if a stock is already trading at [--] price to sales ratio Asking for a friend. $NVDA"  
[X Link](https://x.com/MichaelAArouet/status/1689912279645421568)  2023-08-11T08:10Z 92K followers, 57.9K engagements


"@AndreasSteno Having said that where do you see EURUSD"  
[X Link](https://x.com/MichaelAArouet/status/1689928611774525440)  2023-08-11T09:15Z 69.8K followers, [----] engagements


"Nice chart bur what would be the driver for next inflation wave surpassing the first wave caused by unprecedented Covid fiscal stimulus and supply chain disruptions Ht @JeffreyKleintop"  
[X Link](https://x.com/MichaelAArouet/status/1689985356504965122)  2023-08-11T13:01Z 69.8K followers, 17K engagements


"Meme creator heading for the weekend after X payout"  
[X Link](https://x.com/MichaelAArouet/status/1689997651184353280)  2023-08-11T13:50Z 66.1K followers, [----] engagements


"One of the reasons the US economy is still doing fine despite rate hikes 👇"  
[X Link](https://x.com/MichaelAArouet/status/1690248519771168768)  2023-08-12T06:27Z 69.8K followers, 20.5K engagements


"Imagine what would happen to any senior manager in a private business if he/she would give this explanation about missing the only item listed in his/her job description"  
[X Link](https://x.com/MichaelAArouet/status/1690299577302122496)  2023-08-12T09:49Z 69.7K followers, 76.2K engagements


"It may be too early to celebrate no landing 👇"  
[X Link](https://x.com/MichaelAArouet/status/1690363881376382976)  2023-08-12T14:05Z 105.1K followers, [----] engagements


"Remember when Germany was giving lessons to Greece how to run its economy How quickly things can change"  
[X Link](https://x.com/MichaelAArouet/status/1690364442930782208)  2023-08-12T14:07Z 70.2K followers, 37.3K engagements


"Dividing some of these items by average income is eye opening. WTF happened after 1971"  
[X Link](https://x.com/MichaelAArouet/status/1690704355219943424)  2023-08-13T12:38Z 69.8K followers, 55.2K engagements


"The power of compounding 👇 What a difference 2% make"  
[X Link](https://x.com/MichaelAArouet/status/1690820111379173377)  2023-08-13T20:18Z 69.7K followers, 22.9K engagements


"Other than that everything is fine"  
[X Link](https://x.com/anyuser/status/1690824773327093761)  2023-08-13T20:36Z [--] followers, 59.4K engagements


"Give it another few years and the standard of living in Poland Czechia and other central European countries will catch up with the UK. Economic miracle comparable only with South Korea"  
[X Link](https://x.com/MichaelAArouet/status/1691018405434769408)  2023-08-14T09:26Z 69.8K followers, 14.6K engagements


"Wait a minute FinTwit is telling us that the Ruble is backed by oil and gold"  
[X Link](https://x.com/MichaelAArouet/status/1691022054579941376)  2023-08-14T09:40Z 69.8K followers, 34.2K engagements


"Germany is the sick man of Europe again and our government has absolutely no plan how to address the structural problems Germany is facing and is debating about heat pumps instead"  
[X Link](https://x.com/MichaelAArouet/status/1691327834113867776)  2023-08-15T05:55Z 69.8K followers, 21.7K engagements


"Putting Chinese property market in perspective 👇 Difficult to imagine China booming again without its real estate market recovering from current slump"  
[X Link](https://x.com/MichaelAArouet/status/1691332500751052802)  2023-08-15T06:14Z 66.2K followers, 26.6K engagements


"Who cares about real yield if one can buy AI companies at [--] price to sales ratio"  
[X Link](https://x.com/MichaelAArouet/status/1691414350127325184)  2023-08-15T11:39Z 66.2K followers, [----] engagements


"Great historical perspective on equity returns by decade 👇 ht @steve_donze"  
[X Link](https://x.com/MichaelAArouet/status/1691445273350852609)  2023-08-15T13:42Z 69.7K followers, [----] engagements


"No wonder rate hikes have had almost no impact on corporate interest expense so far 👇"  
[X Link](https://x.com/MichaelAArouet/status/1691699381332799566)  2023-08-16T06:32Z 69.8K followers, 214.7K engagements


"@LukeGromen @SantiagoAuFund @gladstein @donnelly_brent What a relief that Eurozone Japan and the UK which make out 83.1% of DXY have their finances and debt/gdp ratios under control"  
[X Link](https://x.com/MichaelAArouet/status/1691843682842927460)  2023-08-16T16:05Z 64.7K followers, [--] engagements


"@FedGuy12 Its not about what they wish for its what the next of many accidents will allow"  
[X Link](https://x.com/MichaelAArouet/status/1691882913313243367)  2023-08-16T18:41Z 96.3K followers, [----] engagements


"Nobody wants to own energy stocks anymore despite decent oil price 👇 Who cares about energy if one can buy AI companies at [--] price to sales ratio"  
[X Link](https://x.com/MichaelAArouet/status/1692056131764367496)  2023-08-17T06:09Z 69.8K followers, 19.2K engagements


"Other than in the US where homebuilders are doing fine European housing is imploding 👇 But keep hiking Christine. Chart @FabienBossy"  
[X Link](https://x.com/MichaelAArouet/status/1692096728940335292)  2023-08-17T08:51Z 69.7K followers, [----] engagements


"There has been a lot of attention to China youth unemployment rate recently. Folks women in China retire at [--] imagine what the youth unemployment rate would be if women retired at 63-65 like in Western countries. But BRICS currency will replace USD :)"  
[X Link](https://x.com/MichaelAArouet/status/1692271907486216289)  2023-08-17T20:27Z 87.2K followers, 31.1K engagements


"Usually The Economist cover is a solid counter indicator however watching the dysfunctional German government at the moment does not provide too much hope for things to get better anytime soon"  
[X Link](https://x.com/MichaelAArouet/status/1692414226298490971)  2023-08-18T05:52Z 69.8K followers, [----] engagements


"Almost 30% of Chinese GDP dependent on real estate combined with [--] million vacant apartments is an interesting mix. Good luck"  
[X Link](https://x.com/MichaelAArouet/status/1692423098241270261)  2023-08-18T06:28Z 69.7K followers, 111.1K engagements


"@CycleFramework Great chart"  
[X Link](https://x.com/MichaelAArouet/status/1692425707001893013)  2023-08-18T06:38Z 69.8K followers, [--] engagements


"Honestly I start to get tempted to buy Austrias century bond at some point. Interesting risk/reward at this level"  
[X Link](https://x.com/MichaelAArouet/status/1692818483011068222)  2023-08-19T08:39Z 69.8K followers, 55.9K engagements


"Unfilled orders and supplier deliveries at a level last seen during GFC but FinTwit still debates about inflation and higher rates"  
[X Link](https://x.com/MichaelAArouet/status/1692822102762528846)  2023-08-19T08:53Z 69.8K followers, [----] engagements


"Current situation: [--]. China real estate in crisis [--]. Pandemic excess savings gone [--]. Lagging effects of rate hikes starting to bite credit availability [--]. Jobs creation mainly in low pay service areas [--]. CRE distressed What did I miss"  
[X Link](https://x.com/MichaelAArouet/status/1692826135527063685)  2023-08-19T09:09Z 66.9K followers, 155.5K engagements


"Thats a cute chart but seriously what should cause second inflation wave to exceed the first one driven by both pandemic fiscal stimulus and supply chain disruptions"  
[X Link](https://x.com/MichaelAArouet/status/1692873483099779526)  2023-08-19T12:17Z 69.8K followers, 42.6K engagements


"As debt/GDP levels are continuously growing real yield of 2% today is not what real yield of 2% was two decades ago. Something will break its just a matter of time"  
[X Link](https://x.com/MichaelAArouet/status/1693150966822953308)  2023-08-20T06:40Z 69.7K followers, 28.2K engagements


"Housing bubble corrections usually take several years to reach the bottom we have just left [--] months behind us. Many property sellers are still in denial phase and are asking fantasy prices from the era of sub 1% mortgage rates. Chart @Schuldensuehner"  
[X Link](https://x.com/MichaelAArouet/status/1693152418651906407)  2023-08-20T06:46Z 69.8K followers, 56K engagements


"Few reasons to be bullish about the EU and Euro: [--]. Demographics [--]. Extremely business friendly no regulations [--]. Proactively embracing new technologies like AI [--]. Energy self sufficient [--]. Political cohesion between North/South and West/East What did I miss"  
[X Link](https://x.com/MichaelAArouet/status/1693219743287636264)  2023-08-20T11:13Z 69.8K followers, 488.9K engagements


"Europe on its way to become open-air museum 👇"  
[X Link](https://x.com/MichaelAArouet/status/1693499632448426245)  2023-08-21T05:45Z 65.3K followers, 133.8K engagements


"With real estate making up almost 30% of Chinas GDP it is really difficult to be bullish China at the moment 👇 Chart @MacroKova"  
[X Link](https://x.com/MichaelAArouet/status/1693691447067746805)  2023-08-21T18:28Z 69.7K followers, 20.1K engagements

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