#  @menlobear Adam Taggart Adam Taggart posts on X about stocks, money, silver, inflation the most. They currently have [---------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::15033574/interactions)  - [--] Week [-------] -65% - [--] Month [---------] +115% - [--] Months [----------] +29% - [--] Year [----------] -13% ### Mentions: [--] [#](/creator/twitter::15033574/posts_active)  - [--] Week [--] -48% - [--] Month [---] +18% - [--] Months [-----] +110% - [--] Year [-----] +0.50% ### Followers: [---------] [#](/creator/twitter::15033574/followers)  - [--] Week [-------] +0.23% - [--] Month [-------] +3.10% - [--] Months [-------] +9.10% - [--] Year [-------] +21% ### CreatorRank: [-------] [#](/creator/twitter::15033574/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [technology brands](/list/technology-brands) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [social networks](/list/social-networks) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) [celebrities](/list/celebrities) [automotive brands](/list/automotive-brands) **Social topic influence** [stocks](/topic/stocks), [money](/topic/money), [silver](/topic/silver), [inflation](/topic/inflation), [debt](/topic/debt), [gold](/topic/gold), [fed](/topic/fed), [in the](/topic/in-the), [if you](/topic/if-you), [bitcoin](/topic/bitcoin) **Top accounts mentioned or mentioned by** [@lanceroberts](/creator/undefined) [@santiagoaufund](/creator/undefined) [@spomboy](/creator/undefined) [@m3melody](/creator/undefined) [@dimartinobooth](/creator/undefined) [@kobeissiletter](/creator/undefined) [@unusualwhales](/creator/undefined) [@zerohedge](/creator/undefined) [@lynaldencontact](/creator/undefined) [@texasrunnerdfw](/creator/undefined) [@axelmerk](/creator/undefined) [@thoughtfulmoney](/creator/undefined) [@northmantrader](/creator/undefined) [@realrickrule](/creator/undefined) [@michaellebowitz](/creator/undefined) [@nickgerli1](/creator/undefined) [@dariusdale42](/creator/undefined) [@lukegromen](/creator/undefined) [@oxbowadvisors](/creator/undefined) [@menlobear](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [trillions (TRILLIONS)](/topic/$trillions) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "Yes the news is true: I have left Wealthion To hear why & what comes next plus ask me any questions you have read my new post at:" [X Link](https://x.com/anyuser/status/1719369523688767732) 2023-10-31T15:03Z 112.9K followers, 393.2K engagements "Federal Reserve insider @DiMartinoBooth when asked if the Fed is as independent as it claims "They basically answer to the President at this point" https://www.youtube.com/watchv=2LiyBP0TKgk https://www.youtube.com/watchv=2LiyBP0TKgk" [X Link](https://x.com/menlobear/status/1299474379097530368) 2020-08-28T22:30Z 87.9K followers, [--] engagements "#AAPL is now $2.3 trillion and bigger than the Russell [----]. Is anyone looking at its crappy REVENUE "growth" over the past [--] years" [X Link](https://x.com/menlobear/status/1300919640470638592) 2020-09-01T22:13Z 88K followers, [--] engagements "Imagine you're given $100000. What format would you prefer it in Cash TSLA stock an S&P index fund AAPL bonds a rental property farmland gold silver or Bitcoin" [X Link](https://x.com/menlobear/status/1353099885176786944) 2021-01-23T21:58Z 87.6K followers, [--] engagements "Can someone please tell me how $FB and $GOOG are not violating anti-trust rules by capturing 81% of the online ad market "for every $100 spent on online advertising Google captures $53 Facebook takes $28 and the rest is shared out among others." https://news.yahoo.com/why-world-watching-australias-big-062053270.html https://news.yahoo.com/why-world-watching-australias-big-062053270.html" [X Link](https://x.com/menlobear/status/1360707284234477568) 2021-02-13T21:47Z 87.8K followers, [--] engagements "RIDDLE: When making ledger entries a bookkeeper noticed that there are numerous words with two sets of adjacent double letters: like balloon coffee and vaccuum. She wondered if there are any words with three sets of adjacent double letters. Can you think of one" [X Link](https://x.com/menlobear/status/1365452889578110979) 2021-02-27T00:05Z 87.8K followers, [--] engagements "79yo billionaire Sam Zell says he's buying gold for the 'first time in my career' in response the currency devaluation he concludes current Fed policy is creating. He's doing this for exactly the reasons I and the experts I interview have been warning about for years folks" [X Link](https://x.com/menlobear/status/1389664101165453318) 2021-05-04T19:31Z 87.8K followers, [--] engagements "CRYPTO SLIDE CONTINUES #bitcoin just slid under $32k. It's now officially more than 50% below its all-time high hit on Apr [--]. Watch out if it drops below $30k. Not much support until $19k. Most other #cryptos down 15-20% over the past [--] hours. Bulls need a catalyst here" [X Link](https://x.com/menlobear/status/1402274006120665091) 2021-06-08T14:39Z 87.8K followers, [--] engagements "More from @LynAldenContact on negative real rates. If we look at several decades of data the interest rate has never been below the official price inflation rate for this long. Again #gold looks very attractive vs #bonds in this kind of environment" [X Link](https://x.com/menlobear/status/1412902746177490946) 2021-07-07T22:33Z 87.8K followers, [--] engagements "#Gold spiking back above $1800 and #silver finally back above $24 Powell's JHole speech may have just declared "Game On" in the precious metals" [X Link](https://x.com/menlobear/status/1431272295088021510) 2021-08-27T15:08Z 87.9K followers, [--] engagements "Fund manager Dylan Grice has largely removed himself from the dangerous casino of traditional equities & bonds He's found an unconventional model for investing in today's bizarro ZIRP world less exposed to asset bubble risks Interview airs 12:30pmET on Fri @dylangrice" [X Link](https://x.com/menlobear/status/1433628511051288604) 2021-09-03T03:10Z 87.9K followers, [--] engagements "#Cryptos puking hard right now #Bitcoin threatening to crack below $40k #dogecoin nearly below $0.20 -- both down 12% in the past [--] hours Suddenly the world seems suspicious of speculation If that distrust builds steam then the crypto pain is likely only beginning" [X Link](https://x.com/menlobear/status/1440112188639744000) 2021-09-21T00:34Z 87.8K followers, [--] engagements "Uncertainty breeds anxiety. Skittish markets now sweating the impasse over the #DebtCeiling spreading #Evergrande contagion worsening #SupplyChains energy shocks around the world and sliding sentiment on the Fed & Tech darlings Wall of worry Or reality intervening" [X Link](https://x.com/menlobear/status/1445109476936142848) 2021-10-04T19:32Z 88K followers, [--] engagements "In [----] banks savings accounts offered an 8% return Savers could build wealth over time & retirees could live well off of a fixed income Today rates are a paltry & insulting 0.06% Savers/retirees have been sacrificed in favor of the rich Thanks Fed. https://www.infoplease.com/business/economy/money-market-interest-rates-and-mortgage-rates-1980 https://www.infoplease.com/business/economy/money-market-interest-rates-and-mortgage-rates-1980" [X Link](https://x.com/menlobear/status/1462263920266076161) 2021-11-21T03:37Z 87.9K followers, [---] engagements "If I had told you in January of this year that the Consumer Price Index would spike from 1.4% to 6.8% by Dec and that the S&P [---] would have merrily risen from [----] to [----] along the way what would your reaction have been "Seems sensible" "Are you on crack" "Seems sensible" "Are you on crack"" [X Link](https://x.com/menlobear/status/1469370297304313857) 2021-12-10T18:15Z 87.8K followers, [--] engagements "Name [--] new behavior you want to adopt in [----] to improve your ability to build wealth. I'll go first: add more income-producing assets to my portfolio" [X Link](https://x.com/menlobear/status/1475148585452724226) 2021-12-26T16:56Z 104K followers, [---] engagements "Incredibly rare 555-carat black diamond **from space** to be auctioned off expected to fetch $7mil price Yet that will be almost half the $12mil that the nearly indiscernible "CryptoPunk #7523" NFT sold for Anyone else feel like we all must be taking crazy pills" [X Link](https://x.com/menlobear/status/1484028075440414725) 2022-01-20T05:00Z 87.7K followers, [---] engagements "As tax time approaches I look at what it costs me to file them We file [--] returns. Our joint family one + my wife & I each have a business. Cost: $4k Then another $1k in bookkeeping costs Add in the annual LLC reg fees = another $3k That's $8k/yr. Just to exist & file taxes" [X Link](https://x.com/menlobear/status/1508832999634194434) 2022-03-29T15:46Z 87.6K followers, [---] engagements "Exciting news As I can only shoot so many interviews on my own I've asked Stephanie Pomboy @spomboy to step in to host a Wealthion interview next week Her guest David Rosenberg @EconguyRosie Who else thinks this will be one of the best macro match-ups ever Can't wait" [X Link](https://x.com/menlobear/status/1509743019007766529) 2022-04-01T04:02Z 87.8K followers, [---] engagements "Decreasing economic opportunity & rising cost of living #inflation was a major reason for The Arab Spring uprisings that broke out in the early 2010s History is now repeating. But it's worldwide this time: Peru Sri Lanka Spain Turkey India Morocco Greece -- it's everywhere" [X Link](https://x.com/menlobear/status/1511478013279440901) 2022-04-05T22:56Z 87.6K followers, [---] engagements "Homeowners: rising #mortgagerates (and/or other factors) may drop the value of your home in the next year or two How much does this worry you if at all" [X Link](https://x.com/menlobear/status/1513962922703155201) 2022-04-12T19:31Z 104.2K followers, [---] engagements "Most cringe moment so far from FOMC presser is Powell touting that higher yields help those on a fixed income You mean those people the Fed has completely screwed for the past [--] years by intentionally keeping rates at record lows 😡😡😡" [X Link](https://x.com/menlobear/status/1521928055496663363) 2022-05-04T19:01Z 87.8K followers, [---] engagements "Honest question for those with substantial crypto exposure: Has the recent plunge in prices & the TerraUST breakdown affected your confidence in your holdings Why/why not" [X Link](https://x.com/menlobear/status/1524465549702402049) 2022-05-11T19:04Z 104.7K followers, [---] engagements "Honest question: At the start of the year crypto had a market cap of over $2 trillion Today it's $861 billion Presuming these losses compel a certain amount of capital to rotate out of crypto where will it go into Gold Something else" [X Link](https://x.com/menlobear/status/1538353124389183490) 2022-06-19T02:49Z 94.9K followers, [---] engagements "Here's why this question keeps me up at night: The 27% of American retirees who have defined-benefit pensions have everything to lose if the status quo changes Everyone else has nothing to gain if it doesn't Hard not to see a demographic civil war erupting over this HONEST QUESTION Many public pensions have over-promised benefits to their members while poorly managing the funds in the process If/when they start failing will you be willing to have your taxes increased to bail them out Why/why not HONEST QUESTION Many public pensions have over-promised benefits to their members while poorly" [X Link](https://x.com/menlobear/status/1551000617115480065) 2022-07-24T00:25Z 87.8K followers, [---] engagements "Shiller: "Home prices haven't fallen since the [------] recession. Right now things look almost as bad. Existing home sales are down. Permits are down. A lot of signs that we'll see something. It may not be catastrophic but it's time to consider that" https://finance.yahoo.com/news/robert-shiller-predicted-2008-housing-111730997.html https://finance.yahoo.com/news/robert-shiller-predicted-2008-housing-111730997.html" [X Link](https://x.com/menlobear/status/1557393150678671360) 2022-08-10T15:47Z 87.8K followers, [---] engagements "In past [--] generations Middle Class had [--] breadwinner & prospered Middle class now: -both spouses work FT -increasingly have side hustles -rents out part/all of residence when possible Yet: -can't save -struggles with rising cost of living -funds the gap on credit What's next" [X Link](https://x.com/menlobear/status/1557496470701371392) 2022-08-10T22:37Z 88K followers, [---] engagements "If you're worried about: 1) the markets heading lower over the next year 2) CPI remaining elevated 3) counterparty risk Then I-Bonds look really attractive right now Currently returning a RISK FREE 9.62% vs a 1yr T-bill yield of 3.36% LEARN MORE: https://www.youtube.com/watchv=efDIvlbgwDo https://www.youtube.com/watchv=efDIvlbgwDo" [X Link](https://x.com/menlobear/status/1563701751156334592) 2022-08-28T01:35Z 87.8K followers, [---] engagements "Do you work in the real estate industry (realtor mortgage lender contractor etc) If so what's your boots-on-the-ground assessment of the unfolding situation How fast are things cooling (if at all) How concerned are you about the coming year (if at all)" [X Link](https://x.com/menlobear/status/1576621365020356608) 2022-10-02T17:13Z 102.6K followers, [---] engagements "Wow Such excellent feedback Very pleased & honored by all the kind words There are asks here that I can definitely lean more into Some others will be tougher; either for logistical reasons or brand appropriateness But I'm loving the constructive input. Thank you" [X Link](https://x.com/menlobear/status/1583950156440838144) 2022-10-22T22:35Z 93.5K followers, [--] engagements "How are the truly big capital managers positioning their portfolios for what lies ahead Heads up on a special interview being released tomorrow with Chris Brightman of @RA_Insights He co-manages tens of $billions in capital for the PIMCO All Assets funds Video out tomorrow" [X Link](https://x.com/menlobear/status/1586769080022798338) 2022-10-30T17:16Z 90.2K followers, [--] engagements "Bankrupt cryptocurrency exchange FTX is probing a potential hack and asked customers to stay off the FTX website Man this story is like watching a multi-car pileup happen before our eyes https://www.wsj.com/articles/ftx-is-investigating-a-potential-hack-amid-bankruptcy-filing-11668261070 https://www.wsj.com/articles/ftx-is-investigating-a-potential-hack-amid-bankruptcy-filing-11668261070" [X Link](https://x.com/menlobear/status/1591430682974179328) 2022-11-12T14:00Z 87.8K followers, [---] engagements ""What the FTX just happened." Our deep dive on the FTX implosion/scandal with Jim Bianco of @biancoresearch is now live To understand the key elements of this unfolding debacle & its repercussions on the cryptoverse & the markets watch: https://www.youtube.com/watchv=gShWc1-mrmc https://www.youtube.com/watchv=gShWc1-mrmc" [X Link](https://x.com/menlobear/status/1592557583570640897) 2022-11-15T16:38Z 87.8K followers, [---] engagements "Remember the mysterious hack of FTX over last weekend Turns out it was indeed SBF Apparently Bahama authorities pressured him into transferring remaining client assets into government coffers This story gets so much weirder ever day I can't keep https://www.cnbc.com/2022/11/17/ftx-suggests-sam-bankman-fried-transferred-assets-to-bahamas-government-custody-after-bankruptcy-filing.html https://www.cnbc.com/2022/11/17/ftx-suggests-sam-bankman-fried-transferred-assets-to-bahamas-government-custody-after-bankruptcy-filing.html" [X Link](https://x.com/menlobear/status/1593383807381426176) 2022-11-17T23:21Z 88K followers, [---] engagements "If you missed my Twitter Space with Mike "Mish" Shedlock @MishGEA when it aired live last week don't worry The replay of the discussion is being released at 11amET/8amPT on Wealthion -- I'll provide the link tomorrow when it goes live We covered the Fed housing jobs + Q&A" [X Link](https://x.com/menlobear/status/1599625095940407296) 2022-12-05T04:41Z 87.8K followers, [--] engagements "A reminder folks that I'm interviewing Felix Zulauf tomorrow I only have [--] min with him but want to make the best use of it What question(s) would you most like me to ask him if able" [X Link](https://x.com/menlobear/status/1599922590109224960) 2022-12-06T00:24Z 90.2K followers, [---] engagements "Mike Maloney @mike_maloney issues a stark warning to the Federal Reserve beseeching it not to unnecessarily cause "an economic train wreck of epic proportions" Warning For the Fed 6:30pm Eastern: https://t.co/RKzdf8FK9E Warning For the Fed 6:30pm Eastern: https://t.co/RKzdf8FK9E" [X Link](https://x.com/menlobear/status/1602471141724987392) 2022-12-13T01:11Z 87.8K followers, [--] engagements "Do you know who Joel Salatin is If not you're in for a real treat Referred to as "America's farmer" Joel is the global face of sustainable agriculture done right He's one of the most inspiring people I've ever met. And he's our interview guest tomorrow Video out at 11amET" [X Link](https://x.com/menlobear/status/1608314899461181443) 2022-12-29T04:12Z 87.8K followers, 28.5K engagements "Last few minutes to conduct any tax loss harvesting you may want to do in your portfolio Just finished selling a lot of my PM miner losers (ouch) though I do plan to buy a number of them back in early Feb" [X Link](https://x.com/menlobear/status/1608866350231064576) 2022-12-30T16:43Z 103.3K followers, 28.2K engagements "@MacroAlf Several of the worst housing bubble markets in the world + roughly 20% of mortgages switching from a low fixed rate to a much higher variable one in [----] What not to like" [X Link](https://x.com/menlobear/status/1611152603353878530) 2023-01-06T00:08Z 88K followers, 10.3K engagements "@spomboy Who's balance sheets are these mostly on" [X Link](https://x.com/menlobear/status/1631000531115147276) 2023-03-01T18:36Z 102.3K followers, 20.8K engagements "Worried about $ you have in your bank Consider buying T-bills via TreasuryDirect 1) takes $ out of your bank account to buy bills 2) your $ is with the US Treasury in the meanwhile 3) sends $ back to your bank when you choose You get paid 4-5% to park your $ safely" [X Link](https://x.com/menlobear/status/1634217429625892868) 2023-03-10T15:39Z 87.6K followers, 47.5K engagements "@BrianMiller816 How many businesses have (well in excess) over $250k in the bank for payroll purposes" [X Link](https://x.com/menlobear/status/1635083625862672384) 2023-03-13T01:01Z 90.7K followers, [---] engagements "WARNING PM mining stocks may suffer a correction shortly.as I just bought some more for the 1st time in months (NOT personal financial advice)" [X Link](https://x.com/menlobear/status/1638243281749544960) 2023-03-21T18:16Z 102.5K followers, 56.6K engagements "Going to be a busy recording week with the heavy talent below Big interviews coming up over the next week+ - Michael Kantrowitz (HOPE framework) - Brent Johnson (US dollar) - Alf Peccatiello (macro + bonds) - General Wesley Clark (geopolitical impacts on the economy) Stay tuned @MichaelKantro @SantiagoAuFund @MacroAlf @GeneralClark https://t.co/MTteNBIBzw Big interviews coming up over the next week+ - Michael Kantrowitz (HOPE framework) - Brent Johnson (US dollar) - Alf Peccatiello (macro + bonds) - General Wesley Clark (geopolitical impacts on the economy) Stay tuned @MichaelKantro" [X Link](https://x.com/menlobear/status/1647693985778126848) 2023-04-16T20:10Z 102.7K followers, 15.9K engagements "@DiMartinoBooth @Citi @business Contracting M2 (hasn't happened in past [--] years) 89% probability of another 25bp rate hike Continuing QT Bank lending continuing to tighten Forced replenishing of TGA once debt ceiling is raised Lower than expected tax revenues =So many reasons to expect a liquidity crunch" [X Link](https://x.com/menlobear/status/1650187763394936832) 2023-04-23T17:19Z 87.9K followers, 49.9K engagements "In today's Weekly Market Recap @LanceRoberts show how markets are overbought right now though the bullish uptrend remains intact (for now) We also discuss the implications of the debt ceiling deal the new jobs data & Lance's latest trades https://www.youtube.com/watchv=0P3cBibQ2wQ https://www.youtube.com/watchv=0P3cBibQ2wQ" [X Link](https://x.com/menlobear/status/1665135208637825025) 2023-06-03T23:15Z 91.3K followers, 22K engagements "$34 for a BLT Here's how bad inflation/tipflation has become in my town Sandwich shop BLT menu price = $26 (actually its a BLA as they sub in avocado when tomatoes aren't in season) CA tax adds $2.40 Then they ask for 18-25% tip brining total to $34-$36 Crazy" [X Link](https://x.com/menlobear/status/1665899856685334528) 2023-06-06T01:54Z 71.8K followers, 39.6K engagements "Im at the bank. This is an actual photo. Which teller do I work with" [X Link](https://x.com/menlobear/status/1669766558921682944) 2023-06-16T17:59Z 85.4K followers, 128.9K engagements "Wait.inflation is going to start RISING again by summer Yes warns Jim Bianco of @biancoresearch due to the math of base effects What will this mean for the economy & Fed policy response And is the market pricing this in at all WATCH:" [X Link](https://x.com/menlobear/status/1672043731816681478) 2023-06-24T02:53Z 74.5K followers, 55.3K engagements "Is the AI-driven market rally topping out Whether it is or isn't can the market sustain these levels if inflation starts re-surging this summer and/or a recession manifests as the data suggest @LanceRoberts & I discuss in today's Weekly Market Recap:" [X Link](https://x.com/menlobear/status/1672634670864031746) 2023-06-24T15:57Z 74.5K followers, [----] engagements "Will the stronger-than-expected recovery in the markets continue Or will macro forces such as the lag effect of the Fed's hawkishly aggressive policies ruin the current party Michael Green @profplum99 predicts those thinking we'll avoid recession are delusional WATCH:" [X Link](https://x.com/menlobear/status/1674135841344720896) 2023-06-28T19:21Z 74.5K followers, [---] engagements "@NorthmanTrader I maintain my position that the lag effect will likely prove out to be the most impactful macro factor of the year ahead despite everyone currently ignoring it" [X Link](https://x.com/menlobear/status/1674474261602537473) 2023-06-29T18:43Z 74.5K followers, [----] engagements "When the lag effect finally hits at full force investors will face a 'scramble to stay alive' So warns veteran wealth advisor Ted Oakley of @Oxbow_Advisors The gap b/t current market prices & the dismal macro data is huge and will eventually resolve Ted's betting on the data" [X Link](https://x.com/menlobear/status/1674494830754557953) 2023-06-29T22:02Z 74.5K followers, 12K engagements "It's been [--] months now & @elonmusk just tweeted "This platform hit another all-time high in user-seconds last week" He's pulled off the miracle I can't claim victory on my pledge prediction. But I do think he's radically shrunk the concept of 'essential workforce' in Tech" [X Link](https://x.com/menlobear/status/1674989727035068416) 2023-07-01T10:50Z 74.5K followers, [---] engagements "HONEST QUESTION Food prices are crazy right now While the best solution is to buy bulk & cook your own meals could a good model be to offer a for-profit community cafeteria Buys in big bulk produces hi-volume of output has large economies of scale = meals are good & cheap" [X Link](https://x.com/menlobear/status/1677480124089012224) 2023-07-13T01:07Z 74.5K followers, 28.6K engagements "Working families pressed for time to cook at home can instead get low-priced high-quality meals Mass production reduces staffing needs so workers can be paid fairly w/ good benefits Yes selection may be low. Prob only a few menu choices/meal Seems a lot more pros than cons" [X Link](https://x.com/menlobear/status/1677480126244864001) 2023-07-13T01:07Z 72.4K followers, 17.8K engagements "Am I missing something obvious Any good reason(s) why we shouldn't be testing out new food production models like this" [X Link](https://x.com/menlobear/status/1677480128031633408) 2023-07-08T00:50Z 101.2K followers, 18.2K engagements "@EvanEndura Seems like a great business opportunity for an ex-military chef" [X Link](https://x.com/menlobear/status/1677485823661576192) 2023-07-08T11:04Z 74.5K followers, [---] engagements "@carldmorris2 I don't think this as a 'healthy fast food' chain (e.g. Chipotle). It's more basic (fewer choices) and zero frills. Leverages economies of scale + massive bulk buying/prep to offer a decent meal at a really good price. A step below a takeout joint & a step above a food pantry" [X Link](https://x.com/menlobear/status/1677522687252652032) 2023-07-08T03:39Z 101.2K followers, [---] engagements "OMG - did Goolsbee just say the silent part out loud Lets never have another recession If youve suspected the Feds long-standing attempts to suppress the business cycle are due to colossal hubris this confirms it" [X Link](https://x.com/menlobear/status/1677681724837474306) 2023-07-08T17:25Z 74.5K followers, 427K engagements "Will the Lag Effect of central banks' hiking/tightening tank the economy & markets Or will it be the nothingburger Wall St currently seems to think @michaellebowitz & I discuss in this week's Market Recap. Plus we get deep into his outlook for bonds" [X Link](https://x.com/menlobear/status/1677715879478562817) 2023-07-12T23:42Z 74.5K followers, 11K engagements "@sporkredfox Absolutely They are a natural part of the business cycle necessary to cull out the inevitable malinvestment that occurs in boom cycles To try to indefinitely push off recession is folly. Plus it only builds pressure making the inevitable bust more damaging than necessary" [X Link](https://x.com/menlobear/status/1677734020925526016) 2023-07-09T02:01Z 74.7K followers, 285.6K engagements "@paolo_fo That doesn't mean "endless summer". That's magical thinking. Pursuing such a false goal through intervention distorts & perverts the system until it cracks under its unsustainability Many disagree that the Fed should even have those [--] mandates. How's price stability been going" [X Link](https://x.com/menlobear/status/1677764944547450881) 2023-07-09T10:35Z 74.7K followers, [----] engagements "@AshantiVanBuren @Steinernomics @sporkredfox Agreed. I don't know what this guy is smoking but I'm sure it's not legal If it's been obvious since WW2 that we can prevent recessions why have we had [--] since then And he ignores the damage these policies do to USD purchasing power His cure is much worse than the disease" [X Link](https://x.com/menlobear/status/1677909392086237184) 2023-07-09T05:16Z 74.5K followers, [---] engagements "Was a pleasant surprise to see @wealthion mentioned in the @nytimes this weekend along with @LynAldenContact @ErikSTownsend & @mikelppolito_" [X Link](https://x.com/menlobear/status/1678060307758084101) 2023-07-10T03:36Z 74.5K followers, 14.5K engagements "@texasrunnerDFW "Respect the lag"" [X Link](https://x.com/menlobear/status/1678446613201846272) 2023-07-10T16:55Z 74.5K followers, [----] engagements "At 11amET/8amPT in the morning our monthly "Ask Anything" live Q&A with Wealthion's endorsed financial advisors is airing Which question(s) would you like to see addressed most by the panel To ask yours live here's the link for the event" [X Link](https://x.com/menlobear/status/1678587204879388672) 2023-07-11T02:22Z 74.5K followers, [----] engagements "Ugh. And they tell us these are the "good" times @spomboy" [X Link](https://x.com/menlobear/status/1678922297435111424) 2023-07-12T06:39Z 74.5K followers, 16.8K engagements "Two great younger talents will appear on Wealthion this week Wed: Nick Gerli @nickgerli1 will present a trove of charts explaining his latest outlook for home prices & inventory Thu: cycles analyst Eric Basmajian of @EPBResearch will dive deep in to the employment data" [X Link](https://x.com/menlobear/status/1678925802879209477) 2023-07-12T15:25Z 74.5K followers, 14.9K engagements "Disinflation continues with a big drop (as expected) in headline CPI to 3.0% YoY Core CPI remains much more sticky at 4.8% And for the 1st time in [--] months YoY real wages actually rose by 0.6%" [X Link](https://x.com/menlobear/status/1679111577247834112) 2023-07-12T12:52Z 87.7K followers, [--] engagements "How much higher is this market likely to go That's the question @LanceRoberts & I tackle in this week's Market Recap We also discuss the kickoff of Q2 earnings season the high appeal of Treasury bonds record corp debt defaults + Lance's latest trades" [X Link](https://x.com/menlobear/status/1682780975523311616) 2023-07-22T15:53Z 85.2K followers, [----] engagements "What will the next [--] months bring" [X Link](https://x.com/menlobear/status/1682933457205493762) 2023-07-23T02:53Z 74.5K followers, 23.9K engagements "Do you have a financial plan projecting out how your net worth is expected to grow over the coming decades given your expected earnings expenses & investment returns If yes have you revisited it recently to ensure it's up to date If no why don't you have one" [X Link](https://x.com/menlobear/status/1683237406785572864) 2023-07-24T00:18Z 74.5K followers, 17.1K engagements "Don't let the lazy days of summer fool you; we're hard at work putting out some of our best content ever Tue: Art Berman oil markets Wed: Dan Ariely behavioral economics Thu: Lacy Hunt macro/Fed/deflation Videos out each morning at 11amET @aeberman12 @danariely" [X Link](https://x.com/menlobear/status/1683592158895566848) 2023-07-24T21:37Z 87.2K followers, 12.3K engagements "@wealthion @horshack_arnold Specifically the goosing effect to asset prices caused by $trillions in stimulus sent capital gains taxes through the roof. And nominal wage inflation sent payroll taxes higher" [X Link](https://x.com/anyuser/status/1683637287517847552) 2023-07-25T00:39Z [--] followers, [---] engagements "The aftermath of my mother's death has me reflecting on life's fleeting nature I'm realizing I have a finite number of decisions left Saying "no" to sub-optimal options will be key But even more so will be: what will I say "yes" to What's an important "yes" you plan to make" [X Link](https://x.com/menlobear/status/1683962845376176129) 2023-07-25T22:10Z 69K followers, 37.5K engagements "I've been asked by the media for my opinion of today's Fed decision + Jerome Powell presser. Here are my thoughts: Kudos to Powell for being consistent. He delivered the rate hike that he guided the market to. He maintained his guidance that the Fed may hike again but will make" [X Link](https://x.com/menlobear/status/1684356988749377536) 2023-07-27T01:25Z 74.5K followers, 103.2K engagements "If mortgage rates don't plunge soon and un-freeze home sales we're going to have a lot of hungry realtors soon Hold on.being told that the Fed just hiked rates again yesterday and is still providing guidance it may hike further "May the odds be ever in your favor" 600k more realtors than homes for sale https://t.co/nWEqMPKFBv 600k more realtors than homes for sale https://t.co/nWEqMPKFBv" [X Link](https://x.com/menlobear/status/1684654539490877443) 2023-07-27T19:58Z 82.6K followers, 65.8K engagements "@texasrunnerDFW Dear Lord. First compelling reason I've yet seen not to flee CA for TX" [X Link](https://x.com/menlobear/status/1685430879454420992) 2023-07-30T03:43Z 74.5K followers, [----] engagements "The Fed has now hiked interest rates to their highest level in [--] years What impact will this have on the economy stocks & home prices Housing analyst @nickgerli1 invited me on his YouTube channel to discuss Think this discussion came out very well" [X Link](https://x.com/menlobear/status/1685721918459310080) 2023-07-30T19:54Z 74.5K followers, 18.4K engagements "@texasrunnerDFW Well if you fly out here make sure you swing by Sonoma County -- we'll treat you guys to the best food & drink in the country (world)" [X Link](https://x.com/menlobear/status/1685757541001871360) 2023-07-30T21:24Z 74.5K followers, [----] engagements "Our debt is expanding exponentially Humans think in linear terms. Our brains don't easily grasp how exponential functions work -- we don't appreciate how fast they grow (and how that growth compounds) Which is why an existential debt crisis is so likely in our future" [X Link](https://x.com/menlobear/status/1686004860184137728) 2023-07-31T13:24Z 74.5K followers, 82.5K engagements "Today we interview Neil Howe about his new book 'The 4th Turning Is Here' -- will it tear the economy apart If you're not familiar with this framework then this is a MUST SEE Societies progress in predictable cycles. Neil's work @HoweGeneration tells us what to expect next" [X Link](https://x.com/menlobear/status/1687139243330793472) 2023-08-03T16:31Z 74.5K followers, 112.9K engagements "@texasrunnerDFW Home values have soared far above where fundamentals justify There is only one question that matters: "Who will absorb the pain of that discrepancy" Current homeowners if prices correct to sustainable levels Or future buyers if current values are artificially propped up" [X Link](https://x.com/menlobear/status/1687554233498046464) 2023-08-05T00:56Z 74.5K followers, [----] engagements "No one is denying that Apple $aapl has value -- the question is "how much" Its P/E ratio is near a record high Should it be for a company whose revenues are in decline" [X Link](https://x.com/menlobear/status/1687577001136373760) 2023-08-04T21:39Z 74.5K followers, 10.3K engagements "Sovereign debt issuance & deficit spending is like Tolkien's ring of power It bestows God-like ability on those who command it The temptation to use it is irresistible But its use corrupts & dooms the wielder We understand all this yet we cannot break our addiction to it" [X Link](https://x.com/menlobear/status/1687616651490144257) 2023-08-05T00:08Z 74.5K followers, 24K engagements "Morning fun with weighted pull-ups" [X Link](https://x.com/menlobear/status/1687859664158109696) 2023-08-05T16:14Z 74.6K followers, 22.2K engagements "Are Western economies (and currencies) about to slam into a BRICS wall Find out when Stephanie Pomboy steps in to guest host for me in her interview w/ currency & trade expert Jim Rickards Video out at 11amET @spomboy @JamesGRickards" [X Link](https://x.com/menlobear/status/1688745119791677440) 2023-08-08T02:53Z 74.5K followers, 24.3K engagements "Sea of red today Pretty much only things up are VIX USTs & the USD Markets suddenly giving off a strong whiff of "risk off"" [X Link](https://x.com/menlobear/status/1688910873824546816) 2023-08-08T13:51Z 71.8K followers, 14.2K engagements "Are Western Economies (And Their Currencies) About To Slam Into A BRICS Wall Hear the answer in today's video as Stephanie Pomboy steps in as guest host to interview currency expert Jim Rickards @spomboy @JamesGRickards" [X Link](https://x.com/menlobear/status/1689044530430189571) 2023-08-08T22:42Z 68K followers, 16.2K engagements "Not only is credit card debt now at record levels it's at a record high cost -- near 21% The "strong" US consumer is funding more & more of their lifestyle on expensive plastic. That can't sustain. At some point either they can't afford to borrow more or lenders cut them off" [X Link](https://x.com/menlobear/status/1689264873954574336) 2023-08-09T13:18Z 74.5K followers, 31K engagements "Another data warning for those who doubt the lag effect If you're in the "no landing" camp you'd better have a really compelling reason why it will be different this time" [X Link](https://x.com/menlobear/status/1689326001627824128) 2023-08-09T17:21Z 74.6K followers, 15.4K engagements "The big private equity firms -- Blackstone Apollo Carlyle KKR -- have a long dark history of plundering our economy So reveals Pulitzer prize-winning investigative journalist Gretchen Morgenson @gmorgenson in today's interview Can we put an end to this If so who will" [X Link](https://x.com/menlobear/status/1689431134382546945) 2023-08-10T00:19Z 74.5K followers, 139.5K engagements "If like me you've spent much of [----] wondering why the widely-touted recession expected this year never showed up this video offers a compelling explanation why We're running a war-time deficit in a peace-time economy That's pushing back the recession. But it can't sustain" [X Link](https://x.com/menlobear/status/1689710780856549376) 2023-08-10T18:50Z 74.5K followers, 34.8K engagements "This ruffian required a 5am full-body de-contamination after getting sprayed by a skunk Not my favorite way to wake up" [X Link](https://x.com/menlobear/status/1689987544535195650) 2023-08-11T13:10Z 74.5K followers, 19.9K engagements "The agony frustration & anger of the working class burst forth in this song from new talent Oliver Anthony I think the 4th Turning just found its troubadour https://youtu.be/sqSA-SY5Hro https://youtu.be/sqSA-SY5Hro" [X Link](https://x.com/menlobear/status/1690205446634983424) 2023-08-12T03:35Z 87.8K followers, 39.4K engagements "HEADS UP I'll be doing a special video release within the hour on how Oliver Anthony's viral working class lament is fast becoming a rallying anthem for The Fourth Turning" [X Link](https://x.com/menlobear/status/1690789625340817409) 2023-08-13T18:17Z 74.5K followers, 78K engagements "SPECIAL RELEASE: Oliver Anthony's "Rich Men North Of Richmond" Is The War Cry The Working Class Has Been Waiting For Hopefully this surprise #1 hit song creates enough dialogue & energy among enough people for constructive vs destructive reform to take place #fourthturning" [X Link](https://x.com/menlobear/status/1690820797630464000) 2023-08-13T20:21Z 87K followers, 100.1K engagements "The response to this video has been wonderful So many of you expressing the need for an economy to offer sustainable prosperity to the people who make it run If it can't they suffer.first Then everyone else inevitably does too We diminish the working class at our peril" [X Link](https://x.com/menlobear/status/1691208071010557953) 2023-08-14T21:59Z 74.5K followers, 26.2K engagements "This is why the resumption of student loan repayments could really crimp overall consumer spending "When student loan payments resume 56% of borrowers say theyll have to choose between their debt and buying groceries"" [X Link](https://x.com/menlobear/status/1691279604210909184) 2023-08-15T02:44Z 74.5K followers, 24.2K engagements "Where could you currently use help the most in your efforts to build wealth" [X Link](https://x.com/menlobear/status/1691591663221924185) 2023-08-15T23:24Z 74.5K followers, 24K engagements "OK legs done & dusted Now onto bench presses" [X Link](https://x.com/menlobear/status/1692183651914846468) 2023-08-17T14:36Z 74.5K followers, [----] engagements "Here's the answer to an important question we've been asking for a while: The consumer stimulus "pig" is nearly through the economy "python" now The SF Fed calculates it will be fully gone by the end of September" [X Link](https://x.com/menlobear/status/1692201784545288438) 2023-08-17T15:48Z 74.7K followers, 29.9K engagements "Even the eternally-optimistic National Association of Realtors is starting to freak out about mortgage rates NAR head economist Lawrence Yun now warning that we could hit 8% soon Home prices cant defy that kind of gravity @nickgerli1" [X Link](https://x.com/menlobear/status/1692501623858405811) 2023-08-18T11:40Z 74.5K followers, 25.8K engagements "@texasrunnerDFW Well there's your problem right there. You'll never reach your pull-up working out to 90s music Everyone knows that if you want gains it's 70/80s rock all the way" [X Link](https://x.com/menlobear/status/1692526301733949554) 2023-08-18T13:18Z 74.5K followers, [----] engagements "As (bad) luck would have it our car was recently totaled so we're out shopping for a replacement New & used auto prices are still insane Seriously: How is the general public affording cars (let alone trucks) right now" [X Link](https://x.com/menlobear/status/1692530419449872831) 2023-08-18T13:34Z 68.1K followers, 66.5K engagements "ALERT: Bonds Look Extremely Undervalued In today's Weekly Market Recap @LanceRoberts & I discuss how US Treasurys look: 1) crazy-undervalued relative to stocks 2) very well-positioned from a macro perspective Lance's team is now extending duration too" [X Link](https://x.com/menlobear/status/1692920915904852183) 2023-08-19T15:26Z 74.5K followers, 12.3K engagements "Holy cats 'Bout time to have you come back on @wealthion for an update on the timing of the AirBnBust" [X Link](https://x.com/menlobear/status/1692995604002021409) 2023-08-19T20:23Z 68.2K followers, 41.7K engagements "As economist @Peter_Atwater notes people respond to stories not data The prevailing story has to change for folks to be open to changing their behavior The "housing only goes up" story is finally being re-written in the MSM This is how change happens" [X Link](https://x.com/menlobear/status/1693043840658063454) 2023-08-19T23:34Z 74.5K followers, 18.2K engagements "Signs the US consumer is struggling more: 1) Outstanding credit card debt is at a record high of $1.03 trillion 2) The avg APR on that debt is at a record high of 21% 3) Credit card delinquencies hit a record high of 7.2% at small banks in Q1 The lag effect is real" [X Link](https://x.com/menlobear/status/1693362745796894923) 2023-08-20T20:41Z 74.5K followers, 42.3K engagements "Lots of debate right now over the direction of US Treasury yields Where do you think they're headed over the rest of 2023" [X Link](https://x.com/menlobear/status/1693652859752206787) 2023-08-21T15:54Z 71.2K followers, 14K engagements "Have a burning question (or two) for a professional financial advisor I'll be hosting the monthly live Q&A with Wealthion's endorsed financial advisors at 11amET/8amPT Join us @michaellebowitz @LanceRoberts @JonathanWellum" [X Link](https://x.com/menlobear/status/1693779055039119775) 2023-08-22T00:16Z 74.5K followers, [----] engagements "An easy to understand visualization of why higher rates matter Math doesn't lie. @menlobear An infographic to help those trying to understand why interest rate increases are a big deal. Steepening of the curve illustrates the hidden "duration" stress brought upon the economy. 1% rates need [--] years to double a sum of money and just [--] years at 5% https://t.co/IaRVnWje1z @menlobear An infographic to help those trying to understand why interest rate increases are a big deal. Steepening of the curve illustrates the hidden "duration" stress brought upon the economy. 1% rates need [--] years to" [X Link](https://x.com/menlobear/status/1694029677093085355) 2023-08-22T16:52Z 88K followers, 10.8K engagements "Are you an aspiring homebuyer discouraged & angry at the unaffordability of today's high housing prices Well this chart shows why you're entirely justified to feel that way" [X Link](https://x.com/menlobear/status/1694089410357403994) 2023-08-22T20:49Z 74.5K followers, 43.6K engagements "Is the stock market rally of [----] over That was the kickoff question to today's live Q&A session w/ Wealthion's endorsed financial advisors In addition to tackling that we discussed risking bond yields recession risk China worries & the outlook fo gold" [X Link](https://x.com/menlobear/status/1694350678653812889) 2023-08-23T14:07Z 68.2K followers, [----] engagements "Danielle @DiMartinoBooth sees a "perfect storm" ahead for the economy & financial markets Lag effects a wind-down of the stealth stimulus of the Employee Retention Credit & the resumption of student loan repayments are just a few of the shoes poised to drop in coming months" [X Link](https://x.com/menlobear/status/1694749369625723029) 2023-08-24T16:31Z 74.5K followers, 11.7K engagements "@wealthion This is a big difference compared to just a few days ago when the odds of a hike were only 9%" [X Link](https://x.com/menlobear/status/1695135405740528082) 2023-08-25T18:05Z 74.5K followers, [----] engagements "@nickgerli1 And week after week along the way the organic homes sales that WILL happen (due to death divorce job loss etc) will set price discovery pulling prices downwards As we keep reminding everyone: home prices are set at the margin" [X Link](https://x.com/menlobear/status/1695175209903608235) 2023-08-25T20:43Z 74.5K followers, [---] engagements "Your feedback is requested if you're familiar with my work: If asked to describe me what words come to mind (I'm conducting a branding study) If you prefer to share privately send an email to menlobear@proton.me Thanks" [X Link](https://x.com/menlobear/status/1695202088358129975) 2023-08-25T22:30Z 74.5K followers, 31K engagements ""What will it take for the pitchforks & torches to come out" I've asked this question often as the working/middle classes have suffered a neverending string of injury & injustice The answer is "clearly much more than I thought" But the chart below suggests we're getting close" [X Link](https://x.com/menlobear/status/1695601516735000777) 2023-08-27T00:57Z 74.5K followers, 78K engagements "Playing classic rock videos for my daughter tonight Looking at this screengrab from Blondie's "The Tide Is High' the producers must've said: "We want to get as close as possible to exploiting the popularity of Star Wars without triggering a lawsuit for trademark infringement"" [X Link](https://x.com/menlobear/status/1695634239767929057) 2023-08-27T03:08Z 74.5K followers, [----] engagements "WoW Just finished recording a MARATHON interview with Stephanie Pomboy @spomboy So much to cover & she was incredibly generous w/ both her time & analysis There's very little we didn't address Get ready for this one folks Video out Thurs @ 11am ET" [X Link](https://x.com/menlobear/status/1696316756573458784) 2023-08-29T00:20Z 74.5K followers, 46.6K engagements ""Toxic Combo" Of Recent Events To De-Stabilize Markets @LukeGromen warns that these [--] developments will depress economic growth financial markets & the dollar: [--]. Oil price +20% [--]. BOJ yield cap raise [--]. US credit rating downgrade [--]. US Treasury to borrow $1.9T in H2 2023" [X Link](https://x.com/menlobear/status/1696634229428494767) 2023-08-29T21:21Z 82.9K followers, 68.2K engagements "@MishGEA @tyillc @Gary_Brode It's increasingly looking like the "Great Resignation" is over The pendulum of power is swinging back towards employers & will accelerate if/as layoffs continue mounting As I've long warned we're likely heading into the "Great Please-May-I-Have-My-Job-Back" era" [X Link](https://x.com/menlobear/status/1696891383821271435) 2023-08-30T14:23Z 74.5K followers, [----] engagements "Which of the following crises are you most worried about (if any)" [X Link](https://x.com/menlobear/status/1696905467484877125) 2023-08-30T15:19Z 74.5K followers, 30.5K engagements "Recession is all but inevitable warns @LukeGromen in today's interview Rising oil costs & the unfolding reckoning in commercial real estate are two factors that give him confidence in this prediction How should investors consider positioning Luke shares his thoughts here:" [X Link](https://x.com/menlobear/status/1696915457113203026) 2023-08-30T15:59Z 74.5K followers, 126.2K engagements "It's increasingly looking like the "Great Resignation" is over The pendulum of power is swinging back towards employers & will accelerate if/as layoffs continue mounting As I've long warned we're likely heading into the "Great Please-May-I-Have-My-Job-Back" era @MichaelKantro" [X Link](https://x.com/menlobear/status/1696935503805952269) 2023-08-30T17:18Z 74.7K followers, 36.8K engagements "Sure the Fed will eventually pivot.but it's going to require a LOT of pain beforehand to force it to do so So warns Stephanie Pomboy @spomboy in this insight-rich no-holds-barred discussion If you listen to only [--] macro interview this month make it this one folks" [X Link](https://x.com/menlobear/status/1697347843705745861) 2023-08-31T20:37Z 74.5K followers, 49K engagements "@NeelyTamminga @DiMartinoBooth @DISTILLIQ Remember too that on top of the student loan repayments the cost of all their other debt has risen dramatically over the past year and a half Credit card debt at record high APR. Auto loan rates back at [----] highs. And god help those with adjustable mortgages" [X Link](https://x.com/menlobear/status/1697407139319533966) 2023-09-01T00:32Z 74.5K followers, 29.5K engagements "@DavidBCollum @wealthion @spomboy @LukeGromen Just wait until my videos next week Dave with real estate analysts @m3_melody and @texasrunnerDFW The risk of a flood of new inventory from PE/STRs will keep you up at night.😬" [X Link](https://x.com/menlobear/status/1697472475851055478) 2023-09-01T04:52Z 74.5K followers, [--] engagements "To return to fair value the market would need a 40-50% haircut (or possibly more) That's what analyst Stephanie Pomboy @spomboy estimates in Part [--] our interview w/ her which just released today If you watch any macro interview in the next fortnight make it this one" [X Link](https://x.com/menlobear/status/1697682415442071677) 2023-09-01T18:46Z 87.2K followers, 20.4K engagements "RIP Jimmy Thanks for all the wonderful songs & hope you're enjoying that cheeseburger" [X Link](https://x.com/menlobear/status/1697962647034233283) 2023-09-02T13:20Z 74.5K followers, 11.5K engagements "Played a consolation fencing match Won it 15-14 with this ping" [X Link](https://x.com/menlobear/status/1698088625651806543) 2023-09-02T21:40Z 74.7K followers, [----] engagements "OK. So Ive made it to the finals in axe throwing. Time to place your bets" [X Link](https://x.com/menlobear/status/1698109034900161002) 2023-09-02T23:01Z 87.9K followers, 11.7K engagements "Playoffs in progress For those wondering what Oakie Horseshoes is heres what it looks like" [X Link](https://x.com/menlobear/status/1698156255666459020) 2023-09-03T02:09Z 74.5K followers, [----] engagements "Sowho won axe throwing Well Twitter I dug deep for you. After dismal disappointing losses throughout the day I pulled off a victory in the axe playoffs Only taking home one medal today. But its the one I wanted most 🥇 Thanks to everyone who rooted for me today" [X Link](https://x.com/menlobear/status/1698167797845733675) 2023-09-03T02:55Z 74.5K followers, 11.8K engagements "@Super70sSports [----] World Series Game [--] Bill Buckner's "between the legs" error" [X Link](https://x.com/menlobear/status/1698879898675503467) 2023-09-05T02:05Z 74.5K followers, 20.5K engagements "@shellenberger @VanJones68 @AOC @JeffBezos We really do need to be more honest with the all-in environmental footprint of "green" energy solutions including the fossil fuels expended in their mining manufacturing & installation Many are not nearly as "green" as we're being sold And yes I'm for cleaner energy" [X Link](https://x.com/menlobear/status/1698883671225417734) 2023-09-05T02:20Z 74.5K followers, [----] engagements ""AirBnBust" UPDATE: There are "zero" reasons to be bullish on the Short Term Rental market warns housing analyst Amy Nixon @texasrunnerDFW In today's video Amy shares her latest outlook on the overall housing market + goes deep into her projected timing on the "AirBnBust"" [X Link](https://x.com/menlobear/status/1699089338259402833) 2023-09-05T15:57Z 71.3K followers, 12.8K engagements "Will We See Recession By Q4 And 5-6% Unemployment Next Year Chance Finucane CIO of @Oxbow_Advisors cautions we very well may As a capital manager he expects better values ahead & is positioning accordingly He shares the details of his outlook & portfolio strategy here:" [X Link](https://x.com/menlobear/status/1699453756063232125) 2023-09-06T16:05Z 74.5K followers, [----] engagements "Sharing by popular demand Thought Id mix it up today & do chin-ups for a change Did [--] (6 sets of [--] reps) Video below is of the final set Tried to keep it real: slow & full extension Feel free to share what youre doing today to take good care of your one & only body" [X Link](https://x.com/menlobear/status/1699599661269672403) 2023-09-07T01:45Z 74.5K followers, 15.4K engagements "Have we just seen "Peak Apple"" [X Link](https://x.com/menlobear/status/1699816754174959713) 2023-09-07T16:07Z 74.5K followers, 13K engagements "BAD NEWS (FOR) BEARS If your primary thesis is that the rally of [----] is over & markets will roll over from here then you'd better watch this video Sven Henrich of @NorthmanTrader warns that - like it or not - technical analysis suggests stocks could run 'higher for longer'" [X Link](https://x.com/menlobear/status/1699963205366517807) 2023-09-08T01:49Z 71.8K followers, 53.1K engagements "If a [--] year-old said to you: "I want to have a fulfilling career that will provide a good living & have a positive impact on society" What job(s) would you recommend they consider" [X Link](https://x.com/menlobear/status/1699995039995420699) 2023-09-08T03:56Z 101.5K followers, 81.5K engagements "Is the recovery in stocks fizzling Or is it coiling preparing to blast higher @LanceRoberts & I tackle these questions in today's Weekly Market Recap plus how the divergence b/t GDP & GDI strongly suggest a recession is coming Lance also reveals his latest big bond trade" [X Link](https://x.com/menlobear/status/1700555843933253790) 2023-09-09T17:04Z 74.5K followers, [----] engagements "Starting Sunday off with back squats To be followed by a 50lbs ruck with a friend What are you doing to treat your body right today" [X Link](https://x.com/menlobear/status/1700895173755203793) 2023-09-10T15:33Z 71.6K followers, 22.7K engagements "Heres the secret to keeping the love alive in marriage: paperwork filing Its our 23rd anniversary today & were celebrating (in part) by de-cluttering Shared experiences that invest in the relationship no matter how mundane really do help Also: were dining out tonight 👍🏻" [X Link](https://x.com/menlobear/status/1700999689041273293) 2023-09-10T22:28Z 74.5K followers, 21.8K engagements "Tremendous positive response today to my new interview with housing analyst Melody Wright @m3_melody She predicts a "Cat 5"-strength correction in home prices that will be "worse than the GFC" Can't upload video to X as I'm on a plane so watch it here" [X Link](https://x.com/menlobear/status/1701687154504814757) 2023-09-12T20:00Z 74.5K followers, 110.3K engagements "When Dante wrote about his [--] circles of Hell he left out an important 10th: The one where people over 6' are damned to sit in the middle seat of a cross-country flight (angrily typed at 30000ft)" [X Link](https://x.com/menlobear/status/1701699524773994520) 2023-09-12T20:49Z 71.3K followers, [----] engagements "Receiving very kind feedback from many of you who have watched the video of me being interviewed on money & wealth by @matthewmutual for "The Regeneration Will Be Funded" If you haven't seen it yet check it out here. The production quality is fantastic" [X Link](https://x.com/menlobear/status/1702805413727445417) 2023-09-15T22:03Z 72.4K followers, [--] engagements "Kicking off the weekend with 300lbs deadlifts Has taken me a while to get back in this range as Ive been following a slow&steady program But it feels good How will *you* invest in your functional health today" [X Link](https://x.com/menlobear/status/1703081266592268420) 2023-09-16T16:19Z 74.5K followers, [---] engagements "@PrashanthcPro @zerohedge Yes we've enjoyed a lot of progress but Google is massively entwined with government & influences policy regulations & enforcement that help increase the size of its moat How much MORE progress would we be enjoying if Google had to respond to healthy competitors" [X Link](https://x.com/menlobear/status/1703252231209013460) 2023-09-17T03:39Z 74.5K followers, [---] engagements "@DeonOpperman1 I can see that going on for a limited time but then when the next downturn occurs will they rush back into USTs And if not why not Asking for a friend (@SantiagoAuFund )" [X Link](https://x.com/menlobear/status/1703562490389667913) 2023-09-18T00:12Z 71.8K followers, [----] engagements "A "collateral contagion crisis" is coming warns market analyst @GordonTLong That's the bad news The good news is that every central planner is desperate to not let it cascade violently. So we can count on them doing everything in their power to contain the damage" [X Link](https://x.com/menlobear/status/1704318470681489460) 2023-09-20T02:16Z 74.5K followers, 17.5K engagements "The @federalreserve is projecting the unemployment rate will average 4.1% in [----] I will take the over on that bet. All day long" [X Link](https://x.com/menlobear/status/1704694195100004490) 2023-09-21T03:09Z 72.1K followers, 15.4K engagements "I was asked for my reaction to today's @federalreserve presser My thoughts are below:" [X Link](https://x.com/menlobear/status/1704702406284710360) 2023-09-21T03:41Z 74.7K followers, 14.6K engagements "I'd say more like Jan [----] "The house fire Don't sweat it. It's transitory"" [X Link](https://x.com/menlobear/status/1704987016461717811) 2023-09-21T22:32Z 74.5K followers, [----] engagements "Next week's line-up of interviews is looking *very* strong Tues: Darius Dale PT2 Wed: Matt Piepenburg Thu: Thomas Thornton Fri: Alf Peccatiello Videos release each morning at 11amET/8amPT @DariusDale42 @MacroAlf @TommyThornton @GoldSwitzerland" [X Link](https://x.com/menlobear/status/1705008796010152417) 2023-09-21T23:59Z 74.5K followers, [----] engagements "While recession looks likely by April [----] don't be caught by surprise if stocks surge (and bonds slump) between now & then says data analysis maven extraordinaire Darius Dale @DariusDale42 History shows that stocks often boom in the final months before recession hits" [X Link](https://x.com/anyuser/status/1705026305715281978) 2023-09-22T01:08Z [--] followers, [---] engagements ""Higher for longer" = "weaker for longer" when it comes to economic growth Powell's hawkish remarks this week forced markets to start realizing that a soft/no landing scenario is NOT probable In this video the partners at New Harbor Financial & I discuss what likely comes next" [X Link](https://x.com/menlobear/status/1705302867824029947) 2023-09-22T19:27Z 74.5K followers, [----] engagements "Spotted at the store parking lot A precious metals fan" [X Link](https://x.com/menlobear/status/1705739393129123862) 2023-09-24T00:22Z 83K followers, 22.9K engagements "Really enjoyed being interviewed by Michael Bordenaro Though I committed a cardinal sin of video.never appear on camera next to someone with much better hair than you For my latest thoughts on the economy markets & housing watch:" [X Link](https://x.com/menlobear/status/1706499596443320744) 2023-09-26T02:43Z 68.1K followers, [----] engagements "The USD has been on a tear since mid-July & is at a high for [----] Combine that with a UST 10yr yield above 4.5% & warnings of higher yields to come (see Jamie Dimon) and investors are starting to get jittery. The S&P is now below [----] and still falling" [X Link](https://x.com/menlobear/status/1707049279532232966) 2023-09-27T15:07Z 74.5K followers, [----] engagements "Every so often someone delivers the hard truth in a way that's so clear we have no choice but to accept it Matt Piepenburg of @GoldSwitzerland does exactly that in this interview Whenever countries become too indebted (as we are now) it's ALWAYS the currency that's sacrificed" [X Link](https://x.com/menlobear/status/1707143640748032410) 2023-09-27T21:22Z 74.5K followers, 23.9K engagements "@michaellebowitz For investors expecting bond spreads to widen what are some good positioning strategies" [X Link](https://x.com/menlobear/status/1707388931841605973) 2023-09-28T13:36Z 88K followers, [----] engagements "As fears of a hard landing recession return oil approaches $100 investors are freaking out about bonds yields rising even further and the USD is at a high for the year. .can someone please explain why Dogecoin still has a market cap of almost $9 billion" [X Link](https://x.com/menlobear/status/1707390605113045078) 2023-09-28T13:43Z 74.5K followers, 26K engagements ""The Fed will not pivot until there's at least a 30-40% drawdown in the markets" They'll wait for "real pain" until they revert back to stimulus So warns Matt Piepenburg of @GoldSwitzerland in Part [--] of our interview with him just released a few hours ago" [X Link](https://x.com/menlobear/status/1707462052313460966) 2023-09-28T18:27Z 71.8K followers, 26.6K engagements "Over the last [--] months US bond markets have seen an aggressive & prolonged period of bear steepening of the yield curve Bond expert @MacroAlf warns that history shows if left unchecked this steepening is likely to cause serious damage to equity markets & the economy" [X Link](https://x.com/menlobear/status/1707834024406954185) 2023-09-29T19:05Z 82.7K followers, 171.1K engagements "Is the market setting itself up for a bounce here Portfolio manager @LanceRoberts thinks so but warns that the ride is likely to get a lot rougher as we enter [----] -- when lag effects will likely drag the economy into recession This is a ket Weekly Market Recap to watch:" [X Link](https://x.com/menlobear/status/1708157520257442278) 2023-09-30T16:31Z 68.1K followers, 10.1K engagements ""Homes unaffordable in 99% of nation for average American" A lot of regular people ask me why I care so much about dry topics like monetary policy debt & fiscal stimulus THIS is why It's because they impact our destiny far more than most realize" [X Link](https://x.com/anyuser/status/1708517962045612495) 2023-10-01T16:23Z [--] followers, 40.9K engagements "Building an Excel model tonight doing business pro formas Brings me back to my 1st few years out of college as an investment banker pulling strings of all-nighters building massive spreadsheets While I do appreciate crafting a well-built model can't say I've missed it much" [X Link](https://x.com/menlobear/status/1708692114140500069) 2023-10-02T03:55Z 74.6K followers, [----] engagements "@DSMentzer @zerohedge Yowza Bear steepening indeed Rising yields at the far end of the curve is 10x more damaging to the economy than at the short end @MacroAlf expounds on the many dangers of this bear steepening in the yield curve in this recent interview" [X Link](https://x.com/menlobear/status/1709223841417822230) 2023-10-03T15:08Z 74.5K followers, [---] engagements "Standing in line to register for VidSummit - the annual gathering of YouTube creators Its pretty trippy. Its only creators here. No fans. No suits. Just insanely popular/interesting/weird people sharing their knowledge w/ one another Mr Beast kicks off tomorrows keynote" [X Link](https://x.com/menlobear/status/1709342016784470420) 2023-10-03T22:57Z 74.5K followers, [----] engagements "Ok trying to take action on the advice the top YouTubers here at VidSummit are giving Viewers are your channels North Star. Focus on creating the content they most want. Sowhat would you be most interested in seeing going forward" [X Link](https://x.com/menlobear/status/1709580138818490829) 2023-10-04T14:44Z 71.3K followers, 25.7K engagements "Fun fact: When asked today which social media platforms he uses (other than YouTube of course) Mr Beast revealed that Twitter/X is the one hes addicted to" [X Link](https://x.com/menlobear/status/1709709050902987156) 2023-10-04T23:16Z 74.5K followers, [----] engagements "@thonglo_ @MishGEA @RobMcNealy @mortgagenewsmnd With what Over $30 trillion more in debt than the early 70s 7.74% today is a vastly more destructive rate to todays overleveraged economy than it was decades ago" [X Link](https://x.com/menlobear/status/1709845669371134178) 2023-10-05T08:19Z 74.5K followers, [----] engagements "Honest question for housing bulls/correction skeptics: What's your counter to this chart What is a compelling argument for why prices can sustain or rise given this extreme price-to-income ratio" [X Link](https://x.com/menlobear/status/1710068247096098924) 2023-10-05T23:03Z 68.2K followers, 225.9K engagements "@SteveHarney How has 25% been acceptable The last time we were there was at the apex of the [----] housing bubble" [X Link](https://x.com/menlobear/status/1710132273272778950) 2023-10-06T03:18Z 74.5K followers, [----] engagements "Wealthion's YouTube channel just passed the [------] subscriber mark I have no sufficient words to express my gratitude to all of you who have made that happen My role is a tremendous privilege. Thank you for supporting our mission of helping people build wealth" [X Link](https://x.com/menlobear/status/1710364806883225601) 2023-10-06T18:42Z 74.5K followers, 14.9K engagements "Horrifying It looks like Pandora's Box just opened in Israel/Gaza Praying this somehow avoids becoming the kinetic metastasis it's at risk of easily spiraling into" [X Link](https://x.com/menlobear/status/1710755391284408589) 2023-10-07T20:34Z 68.1K followers, 39.8K engagements "ONLY HOURS LEFT .To lock in the Early Bird price discount (29% off) for the Wealthion Fall online conference on Sat Oct [--] Alumni of past conferences get an additional 15% off (check your email inbox) Register before midnight tonight (PT) here:" [X Link](https://x.com/menlobear/status/1711026545115185176) 2023-10-08T14:31Z 71.8K followers, [----] engagements "Where do you think the September CPI number will come in on Thursday vs the current August reading of 3.7% 3.5% 3.5-3.7% 4.0% 3.8-4.0% 3.5% 3.5-3.7% 4.0% 3.8-4.0%" [X Link](https://x.com/menlobear/status/1711141694480204176) 2023-10-08T22:09Z 88K followers, 26.1K engagements "@windgineering @DiMartinoBooth @pboockvar @GeorgeGammon @nickgerli1 @texasrunnerDFW @LanceRoberts @nardotrealtor @NAHBhome @federalreserve Should it surprise anyone that the NAH/MBA want transactions to go back up The hypocrisy about unaffordability is thick. These guys would be in heaven if sales volume was higher w/ today's prices & rates The housing cartel is so used to bailouts which this is a clear plea for" [X Link](https://x.com/menlobear/status/1711490472227766446) 2023-10-09T21:15Z 74.5K followers, 12.6K engagements "I asked Adam K. about this 'parade of horribles' when recording my interview with him today We tackled the hard question of: "How does this end" Can we avoid a terminal point where too many households simply can't afford shelter & food And if so what then Video out Wed" [X Link](https://x.com/menlobear/status/1711535780777374043) 2023-10-10T00:15Z 69.5K followers, 29.9K engagements "Yet Sep payrolls grew 2x expectations The gov't jobs "data" just doesn't seem connected to the real world [------] workers are now on strike in the United States according to Bank of America. Estimates show that up to [------] workers are likely to be on strike by the end of [----]. This would be the most workers on strike since [----] which also happens to be the last time inflation https://t.co/vj9guZzttv [------] workers are now on strike in the United States according to Bank of America. Estimates show that up to [------] workers are likely to be on strike by the end of [----]. This would be the most" [X Link](https://x.com/menlobear/status/1711938474620993652) 2023-10-11T02:55Z 87.9K followers, 16.1K engagements "While markets may remain resilient for a while longer the lag effect is coming & when it hits it won't just be felt by Wall Street. Everyday Americans will suffer substantial pain too. So warns Adam Kobeissi @KobeissiLetter Really enjoyed interviewing him for the 1st time" [X Link](https://x.com/menlobear/status/1712293057604014527) 2023-10-12T02:24Z 74.5K followers, 66.1K engagements "@MerryMonetarist I think that is because the data is mixed That's not uncommon when in a transition stage. Leading indicators head in a new direction while lagging ones maintain the status quo. Example: personal excess savings are plunging but retail sales are hanging in there" [X Link](https://x.com/menlobear/status/1712295107746304396) 2023-10-12T02:32Z 71.6K followers, [--] engagements "The September headline CPI remained flat at 3.7% YoY But on a monthly basis it came in hotter than expected: 0.4% Also notable is that real wage growth turned negative again last month" [X Link](https://x.com/menlobear/status/1712464835248804331) 2023-10-12T13:46Z 74.5K followers, 12.6K engagements "@nyugradsubstack @nickgerli1 @m3_melody @DiMartinoBooth Black market short-term rentals in New York City.what could possibly go wrong" [X Link](https://x.com/menlobear/status/1712673714947702832) 2023-10-13T03:36Z 71.6K followers, [--] engagements "Is it possible to be "too conservative" in your investing approach when worried about a coming market crash Advisor @JonathanWellum shares the biggest mistakes concerned investors often make Valid fears can result in overly-emotional decisions that end up sabotaging our goals" [X Link](https://x.com/menlobear/status/1712902255643709649) 2023-10-13T18:44Z 74.5K followers, [----] engagements "Is Now The 'Blood In The Streets' Moment For Bonds Portfolio manager @LanceRoberts thinks so We discuss the reasons why as well as the latest CPI data the potential repercussions of the new hostilities in the Middle East + Lance's latest trades in this week's Market Recap" [X Link](https://x.com/menlobear/status/1713239468201980182) 2023-10-14T17:04Z 68K followers, [----] engagements "@RobMcNealy Do you mean "high" as in on drugs Honestly asking: what data can you share that demand is strong when both home sales & housing affordability are near record lows" [X Link](https://x.com/anyuser/status/1713296984629768289) 2023-10-14T20:53Z [--] followers, [---] engagements "@RobMcNealy Affordability absolutely is an input to demand And b/c affordability is so low transaction volume is so terrible at today's prices The reality that lower rates OR lower prices would goose sales is proof-positive that demand is currently compromised" [X Link](https://x.com/menlobear/status/1713331369047368071) 2023-10-14T23:10Z 68.2K followers, [--] engagements "When the top job-seeking company is laying off its own employees it's hard to swallow the puffery the BLS puts out" [X Link](https://x.com/menlobear/status/1713938030061613092) 2023-10-16T15:20Z 74.5K followers, 10.1K engagements "@AxelMerk @DiMartinoBooth Agreed It also makes the federal deficit worse in the short term as CA is a big state and the absence of those tax revenues stings" [X Link](https://x.com/menlobear/status/1714017687947653506) 2023-10-16T20:37Z 68K followers, 11.8K engagements "Whew Just recorded a fantastic interview w/@LynAldenContact She details out why today's high debt balances & high interest costs are forcing high fiscal deficits. which will require more debt monetization It's a vicious cycle similar to the 1940s Video out at 11amET" [X Link](https://x.com/menlobear/status/1714080815154688035) 2023-10-17T00:48Z 68K followers, 30.1K engagements "Our interview with @LynAldenContact is now out She details out why today's high debt balances & high interest costs are forcing high fiscal deficits. which will require more debt monetization It's a vicious cycle similar to the 1940s" [X Link](https://x.com/menlobear/status/1714303270259462357) 2023-10-17T15:32Z 68.1K followers, 90.4K engagements "Does A "Generation-Long" Bear Market In Bonds Lie Ahead Investor & analyst Bill Fleckenstein of @fleckcap thinks so He expects inflation to be more entrenched & central banks less able to deal with it as the bond market "takes the printing press away"" [X Link](https://x.com/menlobear/status/1714703319455985860) 2023-10-18T18:01Z 68.1K followers, 67.3K engagements "Recessionary geopolitical & faulty policy risks are combining into a "recipe for turmoil" for [----] So warns macro & monetary analyst John Rubino He recommends considering T-bills and commodities like gold farmland & uranium until the risks abate" [X Link](https://x.com/menlobear/status/1715071950660481497) 2023-10-19T18:26Z 84.1K followers, 10.2K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@menlobear Adam TaggartAdam Taggart posts on X about stocks, money, silver, inflation the most. They currently have [---------] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance countries technology brands stocks cryptocurrencies social networks currencies fashion brands celebrities automotive brands
Social topic influence stocks, money, silver, inflation, debt, gold, fed, in the, if you, bitcoin
Top accounts mentioned or mentioned by @lanceroberts @santiagoaufund @spomboy @m3melody @dimartinobooth @kobeissiletter @unusualwhales @zerohedge @lynaldencontact @texasrunnerdfw @axelmerk @thoughtfulmoney @northmantrader @realrickrule @michaellebowitz @nickgerli1 @dariusdale42 @lukegromen @oxbowadvisors @menlobear
Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) trillions (TRILLIONS) Apple, Inc. (AAPL) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"Yes the news is true: I have left Wealthion To hear why & what comes next plus ask me any questions you have read my new post at:"
X Link 2023-10-31T15:03Z 112.9K followers, 393.2K engagements
"Federal Reserve insider @DiMartinoBooth when asked if the Fed is as independent as it claims "They basically answer to the President at this point" https://www.youtube.com/watchv=2LiyBP0TKgk https://www.youtube.com/watchv=2LiyBP0TKgk"
X Link 2020-08-28T22:30Z 87.9K followers, [--] engagements
"#AAPL is now $2.3 trillion and bigger than the Russell [----]. Is anyone looking at its crappy REVENUE "growth" over the past [--] years"
X Link 2020-09-01T22:13Z 88K followers, [--] engagements
"Imagine you're given $100000. What format would you prefer it in Cash TSLA stock an S&P index fund AAPL bonds a rental property farmland gold silver or Bitcoin"
X Link 2021-01-23T21:58Z 87.6K followers, [--] engagements
"Can someone please tell me how $FB and $GOOG are not violating anti-trust rules by capturing 81% of the online ad market "for every $100 spent on online advertising Google captures $53 Facebook takes $28 and the rest is shared out among others." https://news.yahoo.com/why-world-watching-australias-big-062053270.html https://news.yahoo.com/why-world-watching-australias-big-062053270.html"
X Link 2021-02-13T21:47Z 87.8K followers, [--] engagements
"RIDDLE: When making ledger entries a bookkeeper noticed that there are numerous words with two sets of adjacent double letters: like balloon coffee and vaccuum. She wondered if there are any words with three sets of adjacent double letters. Can you think of one"
X Link 2021-02-27T00:05Z 87.8K followers, [--] engagements
"79yo billionaire Sam Zell says he's buying gold for the 'first time in my career' in response the currency devaluation he concludes current Fed policy is creating. He's doing this for exactly the reasons I and the experts I interview have been warning about for years folks"
X Link 2021-05-04T19:31Z 87.8K followers, [--] engagements
"CRYPTO SLIDE CONTINUES #bitcoin just slid under $32k. It's now officially more than 50% below its all-time high hit on Apr [--]. Watch out if it drops below $30k. Not much support until $19k. Most other #cryptos down 15-20% over the past [--] hours. Bulls need a catalyst here"
X Link 2021-06-08T14:39Z 87.8K followers, [--] engagements
"More from @LynAldenContact on negative real rates. If we look at several decades of data the interest rate has never been below the official price inflation rate for this long. Again #gold looks very attractive vs #bonds in this kind of environment"
X Link 2021-07-07T22:33Z 87.8K followers, [--] engagements
"#Gold spiking back above $1800 and #silver finally back above $24 Powell's JHole speech may have just declared "Game On" in the precious metals"
X Link 2021-08-27T15:08Z 87.9K followers, [--] engagements
"Fund manager Dylan Grice has largely removed himself from the dangerous casino of traditional equities & bonds He's found an unconventional model for investing in today's bizarro ZIRP world less exposed to asset bubble risks Interview airs 12:30pmET on Fri @dylangrice"
X Link 2021-09-03T03:10Z 87.9K followers, [--] engagements
"#Cryptos puking hard right now #Bitcoin threatening to crack below $40k #dogecoin nearly below $0.20 -- both down 12% in the past [--] hours Suddenly the world seems suspicious of speculation If that distrust builds steam then the crypto pain is likely only beginning"
X Link 2021-09-21T00:34Z 87.8K followers, [--] engagements
"Uncertainty breeds anxiety. Skittish markets now sweating the impasse over the #DebtCeiling spreading #Evergrande contagion worsening #SupplyChains energy shocks around the world and sliding sentiment on the Fed & Tech darlings Wall of worry Or reality intervening"
X Link 2021-10-04T19:32Z 88K followers, [--] engagements
"In [----] banks savings accounts offered an 8% return Savers could build wealth over time & retirees could live well off of a fixed income Today rates are a paltry & insulting 0.06% Savers/retirees have been sacrificed in favor of the rich Thanks Fed. https://www.infoplease.com/business/economy/money-market-interest-rates-and-mortgage-rates-1980 https://www.infoplease.com/business/economy/money-market-interest-rates-and-mortgage-rates-1980"
X Link 2021-11-21T03:37Z 87.9K followers, [---] engagements
"If I had told you in January of this year that the Consumer Price Index would spike from 1.4% to 6.8% by Dec and that the S&P [---] would have merrily risen from [----] to [----] along the way what would your reaction have been "Seems sensible" "Are you on crack" "Seems sensible" "Are you on crack""
X Link 2021-12-10T18:15Z 87.8K followers, [--] engagements
"Name [--] new behavior you want to adopt in [----] to improve your ability to build wealth. I'll go first: add more income-producing assets to my portfolio"
X Link 2021-12-26T16:56Z 104K followers, [---] engagements
"Incredibly rare 555-carat black diamond from space to be auctioned off expected to fetch $7mil price Yet that will be almost half the $12mil that the nearly indiscernible "CryptoPunk #7523" NFT sold for Anyone else feel like we all must be taking crazy pills"
X Link 2022-01-20T05:00Z 87.7K followers, [---] engagements
"As tax time approaches I look at what it costs me to file them We file [--] returns. Our joint family one + my wife & I each have a business. Cost: $4k Then another $1k in bookkeeping costs Add in the annual LLC reg fees = another $3k That's $8k/yr. Just to exist & file taxes"
X Link 2022-03-29T15:46Z 87.6K followers, [---] engagements
"Exciting news As I can only shoot so many interviews on my own I've asked Stephanie Pomboy @spomboy to step in to host a Wealthion interview next week Her guest David Rosenberg @EconguyRosie Who else thinks this will be one of the best macro match-ups ever Can't wait"
X Link 2022-04-01T04:02Z 87.8K followers, [---] engagements
"Decreasing economic opportunity & rising cost of living #inflation was a major reason for The Arab Spring uprisings that broke out in the early 2010s History is now repeating. But it's worldwide this time: Peru Sri Lanka Spain Turkey India Morocco Greece -- it's everywhere"
X Link 2022-04-05T22:56Z 87.6K followers, [---] engagements
"Homeowners: rising #mortgagerates (and/or other factors) may drop the value of your home in the next year or two How much does this worry you if at all"
X Link 2022-04-12T19:31Z 104.2K followers, [---] engagements
"Most cringe moment so far from FOMC presser is Powell touting that higher yields help those on a fixed income You mean those people the Fed has completely screwed for the past [--] years by intentionally keeping rates at record lows 😡😡😡"
X Link 2022-05-04T19:01Z 87.8K followers, [---] engagements
"Honest question for those with substantial crypto exposure: Has the recent plunge in prices & the TerraUST breakdown affected your confidence in your holdings Why/why not"
X Link 2022-05-11T19:04Z 104.7K followers, [---] engagements
"Honest question: At the start of the year crypto had a market cap of over $2 trillion Today it's $861 billion Presuming these losses compel a certain amount of capital to rotate out of crypto where will it go into Gold Something else"
X Link 2022-06-19T02:49Z 94.9K followers, [---] engagements
"Here's why this question keeps me up at night: The 27% of American retirees who have defined-benefit pensions have everything to lose if the status quo changes Everyone else has nothing to gain if it doesn't Hard not to see a demographic civil war erupting over this HONEST QUESTION Many public pensions have over-promised benefits to their members while poorly managing the funds in the process If/when they start failing will you be willing to have your taxes increased to bail them out Why/why not HONEST QUESTION Many public pensions have over-promised benefits to their members while poorly"
X Link 2022-07-24T00:25Z 87.8K followers, [---] engagements
"Shiller: "Home prices haven't fallen since the [------] recession. Right now things look almost as bad. Existing home sales are down. Permits are down. A lot of signs that we'll see something. It may not be catastrophic but it's time to consider that" https://finance.yahoo.com/news/robert-shiller-predicted-2008-housing-111730997.html https://finance.yahoo.com/news/robert-shiller-predicted-2008-housing-111730997.html"
X Link 2022-08-10T15:47Z 87.8K followers, [---] engagements
"In past [--] generations Middle Class had [--] breadwinner & prospered Middle class now: -both spouses work FT -increasingly have side hustles -rents out part/all of residence when possible Yet: -can't save -struggles with rising cost of living -funds the gap on credit What's next"
X Link 2022-08-10T22:37Z 88K followers, [---] engagements
"If you're worried about: 1) the markets heading lower over the next year 2) CPI remaining elevated 3) counterparty risk Then I-Bonds look really attractive right now Currently returning a RISK FREE 9.62% vs a 1yr T-bill yield of 3.36% LEARN MORE: https://www.youtube.com/watchv=efDIvlbgwDo https://www.youtube.com/watchv=efDIvlbgwDo"
X Link 2022-08-28T01:35Z 87.8K followers, [---] engagements
"Do you work in the real estate industry (realtor mortgage lender contractor etc) If so what's your boots-on-the-ground assessment of the unfolding situation How fast are things cooling (if at all) How concerned are you about the coming year (if at all)"
X Link 2022-10-02T17:13Z 102.6K followers, [---] engagements
"Wow Such excellent feedback Very pleased & honored by all the kind words There are asks here that I can definitely lean more into Some others will be tougher; either for logistical reasons or brand appropriateness But I'm loving the constructive input. Thank you"
X Link 2022-10-22T22:35Z 93.5K followers, [--] engagements
"How are the truly big capital managers positioning their portfolios for what lies ahead Heads up on a special interview being released tomorrow with Chris Brightman of @RA_Insights He co-manages tens of $billions in capital for the PIMCO All Assets funds Video out tomorrow"
X Link 2022-10-30T17:16Z 90.2K followers, [--] engagements
"Bankrupt cryptocurrency exchange FTX is probing a potential hack and asked customers to stay off the FTX website Man this story is like watching a multi-car pileup happen before our eyes https://www.wsj.com/articles/ftx-is-investigating-a-potential-hack-amid-bankruptcy-filing-11668261070 https://www.wsj.com/articles/ftx-is-investigating-a-potential-hack-amid-bankruptcy-filing-11668261070"
X Link 2022-11-12T14:00Z 87.8K followers, [---] engagements
""What the FTX just happened." Our deep dive on the FTX implosion/scandal with Jim Bianco of @biancoresearch is now live To understand the key elements of this unfolding debacle & its repercussions on the cryptoverse & the markets watch: https://www.youtube.com/watchv=gShWc1-mrmc https://www.youtube.com/watchv=gShWc1-mrmc"
X Link 2022-11-15T16:38Z 87.8K followers, [---] engagements
"Remember the mysterious hack of FTX over last weekend Turns out it was indeed SBF Apparently Bahama authorities pressured him into transferring remaining client assets into government coffers This story gets so much weirder ever day I can't keep https://www.cnbc.com/2022/11/17/ftx-suggests-sam-bankman-fried-transferred-assets-to-bahamas-government-custody-after-bankruptcy-filing.html https://www.cnbc.com/2022/11/17/ftx-suggests-sam-bankman-fried-transferred-assets-to-bahamas-government-custody-after-bankruptcy-filing.html"
X Link 2022-11-17T23:21Z 88K followers, [---] engagements
"If you missed my Twitter Space with Mike "Mish" Shedlock @MishGEA when it aired live last week don't worry The replay of the discussion is being released at 11amET/8amPT on Wealthion -- I'll provide the link tomorrow when it goes live We covered the Fed housing jobs + Q&A"
X Link 2022-12-05T04:41Z 87.8K followers, [--] engagements
"A reminder folks that I'm interviewing Felix Zulauf tomorrow I only have [--] min with him but want to make the best use of it What question(s) would you most like me to ask him if able"
X Link 2022-12-06T00:24Z 90.2K followers, [---] engagements
"Mike Maloney @mike_maloney issues a stark warning to the Federal Reserve beseeching it not to unnecessarily cause "an economic train wreck of epic proportions" Warning For the Fed 6:30pm Eastern: https://t.co/RKzdf8FK9E Warning For the Fed 6:30pm Eastern: https://t.co/RKzdf8FK9E"
X Link 2022-12-13T01:11Z 87.8K followers, [--] engagements
"Do you know who Joel Salatin is If not you're in for a real treat Referred to as "America's farmer" Joel is the global face of sustainable agriculture done right He's one of the most inspiring people I've ever met. And he's our interview guest tomorrow Video out at 11amET"
X Link 2022-12-29T04:12Z 87.8K followers, 28.5K engagements
"Last few minutes to conduct any tax loss harvesting you may want to do in your portfolio Just finished selling a lot of my PM miner losers (ouch) though I do plan to buy a number of them back in early Feb"
X Link 2022-12-30T16:43Z 103.3K followers, 28.2K engagements
"@MacroAlf Several of the worst housing bubble markets in the world + roughly 20% of mortgages switching from a low fixed rate to a much higher variable one in [----] What not to like"
X Link 2023-01-06T00:08Z 88K followers, 10.3K engagements
"@spomboy Who's balance sheets are these mostly on"
X Link 2023-03-01T18:36Z 102.3K followers, 20.8K engagements
"Worried about $ you have in your bank Consider buying T-bills via TreasuryDirect 1) takes $ out of your bank account to buy bills 2) your $ is with the US Treasury in the meanwhile 3) sends $ back to your bank when you choose You get paid 4-5% to park your $ safely"
X Link 2023-03-10T15:39Z 87.6K followers, 47.5K engagements
"@BrianMiller816 How many businesses have (well in excess) over $250k in the bank for payroll purposes"
X Link 2023-03-13T01:01Z 90.7K followers, [---] engagements
"WARNING PM mining stocks may suffer a correction shortly.as I just bought some more for the 1st time in months (NOT personal financial advice)"
X Link 2023-03-21T18:16Z 102.5K followers, 56.6K engagements
"Going to be a busy recording week with the heavy talent below Big interviews coming up over the next week+ - Michael Kantrowitz (HOPE framework) - Brent Johnson (US dollar) - Alf Peccatiello (macro + bonds) - General Wesley Clark (geopolitical impacts on the economy) Stay tuned @MichaelKantro @SantiagoAuFund @MacroAlf @GeneralClark https://t.co/MTteNBIBzw Big interviews coming up over the next week+ - Michael Kantrowitz (HOPE framework) - Brent Johnson (US dollar) - Alf Peccatiello (macro + bonds) - General Wesley Clark (geopolitical impacts on the economy) Stay tuned @MichaelKantro"
X Link 2023-04-16T20:10Z 102.7K followers, 15.9K engagements
"@DiMartinoBooth @Citi @business Contracting M2 (hasn't happened in past [--] years) 89% probability of another 25bp rate hike Continuing QT Bank lending continuing to tighten Forced replenishing of TGA once debt ceiling is raised Lower than expected tax revenues =So many reasons to expect a liquidity crunch"
X Link 2023-04-23T17:19Z 87.9K followers, 49.9K engagements
"In today's Weekly Market Recap @LanceRoberts show how markets are overbought right now though the bullish uptrend remains intact (for now) We also discuss the implications of the debt ceiling deal the new jobs data & Lance's latest trades https://www.youtube.com/watchv=0P3cBibQ2wQ https://www.youtube.com/watchv=0P3cBibQ2wQ"
X Link 2023-06-03T23:15Z 91.3K followers, 22K engagements
"$34 for a BLT Here's how bad inflation/tipflation has become in my town Sandwich shop BLT menu price = $26 (actually its a BLA as they sub in avocado when tomatoes aren't in season) CA tax adds $2.40 Then they ask for 18-25% tip brining total to $34-$36 Crazy"
X Link 2023-06-06T01:54Z 71.8K followers, 39.6K engagements
"Im at the bank. This is an actual photo. Which teller do I work with"
X Link 2023-06-16T17:59Z 85.4K followers, 128.9K engagements
"Wait.inflation is going to start RISING again by summer Yes warns Jim Bianco of @biancoresearch due to the math of base effects What will this mean for the economy & Fed policy response And is the market pricing this in at all WATCH:"
X Link 2023-06-24T02:53Z 74.5K followers, 55.3K engagements
"Is the AI-driven market rally topping out Whether it is or isn't can the market sustain these levels if inflation starts re-surging this summer and/or a recession manifests as the data suggest @LanceRoberts & I discuss in today's Weekly Market Recap:"
X Link 2023-06-24T15:57Z 74.5K followers, [----] engagements
"Will the stronger-than-expected recovery in the markets continue Or will macro forces such as the lag effect of the Fed's hawkishly aggressive policies ruin the current party Michael Green @profplum99 predicts those thinking we'll avoid recession are delusional WATCH:"
X Link 2023-06-28T19:21Z 74.5K followers, [---] engagements
"@NorthmanTrader I maintain my position that the lag effect will likely prove out to be the most impactful macro factor of the year ahead despite everyone currently ignoring it"
X Link 2023-06-29T18:43Z 74.5K followers, [----] engagements
"When the lag effect finally hits at full force investors will face a 'scramble to stay alive' So warns veteran wealth advisor Ted Oakley of @Oxbow_Advisors The gap b/t current market prices & the dismal macro data is huge and will eventually resolve Ted's betting on the data"
X Link 2023-06-29T22:02Z 74.5K followers, 12K engagements
"It's been [--] months now & @elonmusk just tweeted "This platform hit another all-time high in user-seconds last week" He's pulled off the miracle I can't claim victory on my pledge prediction. But I do think he's radically shrunk the concept of 'essential workforce' in Tech"
X Link 2023-07-01T10:50Z 74.5K followers, [---] engagements
"HONEST QUESTION Food prices are crazy right now While the best solution is to buy bulk & cook your own meals could a good model be to offer a for-profit community cafeteria Buys in big bulk produces hi-volume of output has large economies of scale = meals are good & cheap"
X Link 2023-07-13T01:07Z 74.5K followers, 28.6K engagements
"Working families pressed for time to cook at home can instead get low-priced high-quality meals Mass production reduces staffing needs so workers can be paid fairly w/ good benefits Yes selection may be low. Prob only a few menu choices/meal Seems a lot more pros than cons"
X Link 2023-07-13T01:07Z 72.4K followers, 17.8K engagements
"Am I missing something obvious Any good reason(s) why we shouldn't be testing out new food production models like this"
X Link 2023-07-08T00:50Z 101.2K followers, 18.2K engagements
"@EvanEndura Seems like a great business opportunity for an ex-military chef"
X Link 2023-07-08T11:04Z 74.5K followers, [---] engagements
"@carldmorris2 I don't think this as a 'healthy fast food' chain (e.g. Chipotle). It's more basic (fewer choices) and zero frills. Leverages economies of scale + massive bulk buying/prep to offer a decent meal at a really good price. A step below a takeout joint & a step above a food pantry"
X Link 2023-07-08T03:39Z 101.2K followers, [---] engagements
"OMG - did Goolsbee just say the silent part out loud Lets never have another recession If youve suspected the Feds long-standing attempts to suppress the business cycle are due to colossal hubris this confirms it"
X Link 2023-07-08T17:25Z 74.5K followers, 427K engagements
"Will the Lag Effect of central banks' hiking/tightening tank the economy & markets Or will it be the nothingburger Wall St currently seems to think @michaellebowitz & I discuss in this week's Market Recap. Plus we get deep into his outlook for bonds"
X Link 2023-07-12T23:42Z 74.5K followers, 11K engagements
"@sporkredfox Absolutely They are a natural part of the business cycle necessary to cull out the inevitable malinvestment that occurs in boom cycles To try to indefinitely push off recession is folly. Plus it only builds pressure making the inevitable bust more damaging than necessary"
X Link 2023-07-09T02:01Z 74.7K followers, 285.6K engagements
"@paolo_fo That doesn't mean "endless summer". That's magical thinking. Pursuing such a false goal through intervention distorts & perverts the system until it cracks under its unsustainability Many disagree that the Fed should even have those [--] mandates. How's price stability been going"
X Link 2023-07-09T10:35Z 74.7K followers, [----] engagements
"@AshantiVanBuren @Steinernomics @sporkredfox Agreed. I don't know what this guy is smoking but I'm sure it's not legal If it's been obvious since WW2 that we can prevent recessions why have we had [--] since then And he ignores the damage these policies do to USD purchasing power His cure is much worse than the disease"
X Link 2023-07-09T05:16Z 74.5K followers, [---] engagements
"Was a pleasant surprise to see @wealthion mentioned in the @nytimes this weekend along with @LynAldenContact @ErikSTownsend & @mikelppolito_"
X Link 2023-07-10T03:36Z 74.5K followers, 14.5K engagements
"@texasrunnerDFW "Respect the lag""
X Link 2023-07-10T16:55Z 74.5K followers, [----] engagements
"At 11amET/8amPT in the morning our monthly "Ask Anything" live Q&A with Wealthion's endorsed financial advisors is airing Which question(s) would you like to see addressed most by the panel To ask yours live here's the link for the event"
X Link 2023-07-11T02:22Z 74.5K followers, [----] engagements
"Ugh. And they tell us these are the "good" times @spomboy"
X Link 2023-07-12T06:39Z 74.5K followers, 16.8K engagements
"Two great younger talents will appear on Wealthion this week Wed: Nick Gerli @nickgerli1 will present a trove of charts explaining his latest outlook for home prices & inventory Thu: cycles analyst Eric Basmajian of @EPBResearch will dive deep in to the employment data"
X Link 2023-07-12T15:25Z 74.5K followers, 14.9K engagements
"Disinflation continues with a big drop (as expected) in headline CPI to 3.0% YoY Core CPI remains much more sticky at 4.8% And for the 1st time in [--] months YoY real wages actually rose by 0.6%"
X Link 2023-07-12T12:52Z 87.7K followers, [--] engagements
"How much higher is this market likely to go That's the question @LanceRoberts & I tackle in this week's Market Recap We also discuss the kickoff of Q2 earnings season the high appeal of Treasury bonds record corp debt defaults + Lance's latest trades"
X Link 2023-07-22T15:53Z 85.2K followers, [----] engagements
"What will the next [--] months bring"
X Link 2023-07-23T02:53Z 74.5K followers, 23.9K engagements
"Do you have a financial plan projecting out how your net worth is expected to grow over the coming decades given your expected earnings expenses & investment returns If yes have you revisited it recently to ensure it's up to date If no why don't you have one"
X Link 2023-07-24T00:18Z 74.5K followers, 17.1K engagements
"Don't let the lazy days of summer fool you; we're hard at work putting out some of our best content ever Tue: Art Berman oil markets Wed: Dan Ariely behavioral economics Thu: Lacy Hunt macro/Fed/deflation Videos out each morning at 11amET @aeberman12 @danariely"
X Link 2023-07-24T21:37Z 87.2K followers, 12.3K engagements
"@wealthion @horshack_arnold Specifically the goosing effect to asset prices caused by $trillions in stimulus sent capital gains taxes through the roof. And nominal wage inflation sent payroll taxes higher"
X Link 2023-07-25T00:39Z [--] followers, [---] engagements
"The aftermath of my mother's death has me reflecting on life's fleeting nature I'm realizing I have a finite number of decisions left Saying "no" to sub-optimal options will be key But even more so will be: what will I say "yes" to What's an important "yes" you plan to make"
X Link 2023-07-25T22:10Z 69K followers, 37.5K engagements
"I've been asked by the media for my opinion of today's Fed decision + Jerome Powell presser. Here are my thoughts: Kudos to Powell for being consistent. He delivered the rate hike that he guided the market to. He maintained his guidance that the Fed may hike again but will make"
X Link 2023-07-27T01:25Z 74.5K followers, 103.2K engagements
"If mortgage rates don't plunge soon and un-freeze home sales we're going to have a lot of hungry realtors soon Hold on.being told that the Fed just hiked rates again yesterday and is still providing guidance it may hike further "May the odds be ever in your favor" 600k more realtors than homes for sale https://t.co/nWEqMPKFBv 600k more realtors than homes for sale https://t.co/nWEqMPKFBv"
X Link 2023-07-27T19:58Z 82.6K followers, 65.8K engagements
"@texasrunnerDFW Dear Lord. First compelling reason I've yet seen not to flee CA for TX"
X Link 2023-07-30T03:43Z 74.5K followers, [----] engagements
"The Fed has now hiked interest rates to their highest level in [--] years What impact will this have on the economy stocks & home prices Housing analyst @nickgerli1 invited me on his YouTube channel to discuss Think this discussion came out very well"
X Link 2023-07-30T19:54Z 74.5K followers, 18.4K engagements
"@texasrunnerDFW Well if you fly out here make sure you swing by Sonoma County -- we'll treat you guys to the best food & drink in the country (world)"
X Link 2023-07-30T21:24Z 74.5K followers, [----] engagements
"Our debt is expanding exponentially Humans think in linear terms. Our brains don't easily grasp how exponential functions work -- we don't appreciate how fast they grow (and how that growth compounds) Which is why an existential debt crisis is so likely in our future"
X Link 2023-07-31T13:24Z 74.5K followers, 82.5K engagements
"Today we interview Neil Howe about his new book 'The 4th Turning Is Here' -- will it tear the economy apart If you're not familiar with this framework then this is a MUST SEE Societies progress in predictable cycles. Neil's work @HoweGeneration tells us what to expect next"
X Link 2023-08-03T16:31Z 74.5K followers, 112.9K engagements
"@texasrunnerDFW Home values have soared far above where fundamentals justify There is only one question that matters: "Who will absorb the pain of that discrepancy" Current homeowners if prices correct to sustainable levels Or future buyers if current values are artificially propped up"
X Link 2023-08-05T00:56Z 74.5K followers, [----] engagements
"No one is denying that Apple $aapl has value -- the question is "how much" Its P/E ratio is near a record high Should it be for a company whose revenues are in decline"
X Link 2023-08-04T21:39Z 74.5K followers, 10.3K engagements
"Sovereign debt issuance & deficit spending is like Tolkien's ring of power It bestows God-like ability on those who command it The temptation to use it is irresistible But its use corrupts & dooms the wielder We understand all this yet we cannot break our addiction to it"
X Link 2023-08-05T00:08Z 74.5K followers, 24K engagements
"Morning fun with weighted pull-ups"
X Link 2023-08-05T16:14Z 74.6K followers, 22.2K engagements
"Are Western economies (and currencies) about to slam into a BRICS wall Find out when Stephanie Pomboy steps in to guest host for me in her interview w/ currency & trade expert Jim Rickards Video out at 11amET @spomboy @JamesGRickards"
X Link 2023-08-08T02:53Z 74.5K followers, 24.3K engagements
"Sea of red today Pretty much only things up are VIX USTs & the USD Markets suddenly giving off a strong whiff of "risk off""
X Link 2023-08-08T13:51Z 71.8K followers, 14.2K engagements
"Are Western Economies (And Their Currencies) About To Slam Into A BRICS Wall Hear the answer in today's video as Stephanie Pomboy steps in as guest host to interview currency expert Jim Rickards @spomboy @JamesGRickards"
X Link 2023-08-08T22:42Z 68K followers, 16.2K engagements
"Not only is credit card debt now at record levels it's at a record high cost -- near 21% The "strong" US consumer is funding more & more of their lifestyle on expensive plastic. That can't sustain. At some point either they can't afford to borrow more or lenders cut them off"
X Link 2023-08-09T13:18Z 74.5K followers, 31K engagements
"Another data warning for those who doubt the lag effect If you're in the "no landing" camp you'd better have a really compelling reason why it will be different this time"
X Link 2023-08-09T17:21Z 74.6K followers, 15.4K engagements
"The big private equity firms -- Blackstone Apollo Carlyle KKR -- have a long dark history of plundering our economy So reveals Pulitzer prize-winning investigative journalist Gretchen Morgenson @gmorgenson in today's interview Can we put an end to this If so who will"
X Link 2023-08-10T00:19Z 74.5K followers, 139.5K engagements
"If like me you've spent much of [----] wondering why the widely-touted recession expected this year never showed up this video offers a compelling explanation why We're running a war-time deficit in a peace-time economy That's pushing back the recession. But it can't sustain"
X Link 2023-08-10T18:50Z 74.5K followers, 34.8K engagements
"This ruffian required a 5am full-body de-contamination after getting sprayed by a skunk Not my favorite way to wake up"
X Link 2023-08-11T13:10Z 74.5K followers, 19.9K engagements
"The agony frustration & anger of the working class burst forth in this song from new talent Oliver Anthony I think the 4th Turning just found its troubadour https://youtu.be/sqSA-SY5Hro https://youtu.be/sqSA-SY5Hro"
X Link 2023-08-12T03:35Z 87.8K followers, 39.4K engagements
"HEADS UP I'll be doing a special video release within the hour on how Oliver Anthony's viral working class lament is fast becoming a rallying anthem for The Fourth Turning"
X Link 2023-08-13T18:17Z 74.5K followers, 78K engagements
"SPECIAL RELEASE: Oliver Anthony's "Rich Men North Of Richmond" Is The War Cry The Working Class Has Been Waiting For Hopefully this surprise #1 hit song creates enough dialogue & energy among enough people for constructive vs destructive reform to take place #fourthturning"
X Link 2023-08-13T20:21Z 87K followers, 100.1K engagements
"The response to this video has been wonderful So many of you expressing the need for an economy to offer sustainable prosperity to the people who make it run If it can't they suffer.first Then everyone else inevitably does too We diminish the working class at our peril"
X Link 2023-08-14T21:59Z 74.5K followers, 26.2K engagements
"This is why the resumption of student loan repayments could really crimp overall consumer spending "When student loan payments resume 56% of borrowers say theyll have to choose between their debt and buying groceries""
X Link 2023-08-15T02:44Z 74.5K followers, 24.2K engagements
"Where could you currently use help the most in your efforts to build wealth"
X Link 2023-08-15T23:24Z 74.5K followers, 24K engagements
"OK legs done & dusted Now onto bench presses"
X Link 2023-08-17T14:36Z 74.5K followers, [----] engagements
"Here's the answer to an important question we've been asking for a while: The consumer stimulus "pig" is nearly through the economy "python" now The SF Fed calculates it will be fully gone by the end of September"
X Link 2023-08-17T15:48Z 74.7K followers, 29.9K engagements
"Even the eternally-optimistic National Association of Realtors is starting to freak out about mortgage rates NAR head economist Lawrence Yun now warning that we could hit 8% soon Home prices cant defy that kind of gravity @nickgerli1"
X Link 2023-08-18T11:40Z 74.5K followers, 25.8K engagements
"@texasrunnerDFW Well there's your problem right there. You'll never reach your pull-up working out to 90s music Everyone knows that if you want gains it's 70/80s rock all the way"
X Link 2023-08-18T13:18Z 74.5K followers, [----] engagements
"As (bad) luck would have it our car was recently totaled so we're out shopping for a replacement New & used auto prices are still insane Seriously: How is the general public affording cars (let alone trucks) right now"
X Link 2023-08-18T13:34Z 68.1K followers, 66.5K engagements
"ALERT: Bonds Look Extremely Undervalued In today's Weekly Market Recap @LanceRoberts & I discuss how US Treasurys look: 1) crazy-undervalued relative to stocks 2) very well-positioned from a macro perspective Lance's team is now extending duration too"
X Link 2023-08-19T15:26Z 74.5K followers, 12.3K engagements
"Holy cats 'Bout time to have you come back on @wealthion for an update on the timing of the AirBnBust"
X Link 2023-08-19T20:23Z 68.2K followers, 41.7K engagements
"As economist @Peter_Atwater notes people respond to stories not data The prevailing story has to change for folks to be open to changing their behavior The "housing only goes up" story is finally being re-written in the MSM This is how change happens"
X Link 2023-08-19T23:34Z 74.5K followers, 18.2K engagements
"Signs the US consumer is struggling more: 1) Outstanding credit card debt is at a record high of $1.03 trillion 2) The avg APR on that debt is at a record high of 21% 3) Credit card delinquencies hit a record high of 7.2% at small banks in Q1 The lag effect is real"
X Link 2023-08-20T20:41Z 74.5K followers, 42.3K engagements
"Lots of debate right now over the direction of US Treasury yields Where do you think they're headed over the rest of 2023"
X Link 2023-08-21T15:54Z 71.2K followers, 14K engagements
"Have a burning question (or two) for a professional financial advisor I'll be hosting the monthly live Q&A with Wealthion's endorsed financial advisors at 11amET/8amPT Join us @michaellebowitz @LanceRoberts @JonathanWellum"
X Link 2023-08-22T00:16Z 74.5K followers, [----] engagements
"An easy to understand visualization of why higher rates matter Math doesn't lie. @menlobear An infographic to help those trying to understand why interest rate increases are a big deal. Steepening of the curve illustrates the hidden "duration" stress brought upon the economy. 1% rates need [--] years to double a sum of money and just [--] years at 5% https://t.co/IaRVnWje1z @menlobear An infographic to help those trying to understand why interest rate increases are a big deal. Steepening of the curve illustrates the hidden "duration" stress brought upon the economy. 1% rates need [--] years to"
X Link 2023-08-22T16:52Z 88K followers, 10.8K engagements
"Are you an aspiring homebuyer discouraged & angry at the unaffordability of today's high housing prices Well this chart shows why you're entirely justified to feel that way"
X Link 2023-08-22T20:49Z 74.5K followers, 43.6K engagements
"Is the stock market rally of [----] over That was the kickoff question to today's live Q&A session w/ Wealthion's endorsed financial advisors In addition to tackling that we discussed risking bond yields recession risk China worries & the outlook fo gold"
X Link 2023-08-23T14:07Z 68.2K followers, [----] engagements
"Danielle @DiMartinoBooth sees a "perfect storm" ahead for the economy & financial markets Lag effects a wind-down of the stealth stimulus of the Employee Retention Credit & the resumption of student loan repayments are just a few of the shoes poised to drop in coming months"
X Link 2023-08-24T16:31Z 74.5K followers, 11.7K engagements
"@wealthion This is a big difference compared to just a few days ago when the odds of a hike were only 9%"
X Link 2023-08-25T18:05Z 74.5K followers, [----] engagements
"@nickgerli1 And week after week along the way the organic homes sales that WILL happen (due to death divorce job loss etc) will set price discovery pulling prices downwards As we keep reminding everyone: home prices are set at the margin"
X Link 2023-08-25T20:43Z 74.5K followers, [---] engagements
"Your feedback is requested if you're familiar with my work: If asked to describe me what words come to mind (I'm conducting a branding study) If you prefer to share privately send an email to menlobear@proton.me Thanks"
X Link 2023-08-25T22:30Z 74.5K followers, 31K engagements
""What will it take for the pitchforks & torches to come out" I've asked this question often as the working/middle classes have suffered a neverending string of injury & injustice The answer is "clearly much more than I thought" But the chart below suggests we're getting close"
X Link 2023-08-27T00:57Z 74.5K followers, 78K engagements
"Playing classic rock videos for my daughter tonight Looking at this screengrab from Blondie's "The Tide Is High' the producers must've said: "We want to get as close as possible to exploiting the popularity of Star Wars without triggering a lawsuit for trademark infringement""
X Link 2023-08-27T03:08Z 74.5K followers, [----] engagements
"WoW Just finished recording a MARATHON interview with Stephanie Pomboy @spomboy So much to cover & she was incredibly generous w/ both her time & analysis There's very little we didn't address Get ready for this one folks Video out Thurs @ 11am ET"
X Link 2023-08-29T00:20Z 74.5K followers, 46.6K engagements
""Toxic Combo" Of Recent Events To De-Stabilize Markets @LukeGromen warns that these [--] developments will depress economic growth financial markets & the dollar: [--]. Oil price +20% [--]. BOJ yield cap raise [--]. US credit rating downgrade [--]. US Treasury to borrow $1.9T in H2 2023"
X Link 2023-08-29T21:21Z 82.9K followers, 68.2K engagements
"@MishGEA @tyillc @Gary_Brode It's increasingly looking like the "Great Resignation" is over The pendulum of power is swinging back towards employers & will accelerate if/as layoffs continue mounting As I've long warned we're likely heading into the "Great Please-May-I-Have-My-Job-Back" era"
X Link 2023-08-30T14:23Z 74.5K followers, [----] engagements
"Which of the following crises are you most worried about (if any)"
X Link 2023-08-30T15:19Z 74.5K followers, 30.5K engagements
"Recession is all but inevitable warns @LukeGromen in today's interview Rising oil costs & the unfolding reckoning in commercial real estate are two factors that give him confidence in this prediction How should investors consider positioning Luke shares his thoughts here:"
X Link 2023-08-30T15:59Z 74.5K followers, 126.2K engagements
"It's increasingly looking like the "Great Resignation" is over The pendulum of power is swinging back towards employers & will accelerate if/as layoffs continue mounting As I've long warned we're likely heading into the "Great Please-May-I-Have-My-Job-Back" era @MichaelKantro"
X Link 2023-08-30T17:18Z 74.7K followers, 36.8K engagements
"Sure the Fed will eventually pivot.but it's going to require a LOT of pain beforehand to force it to do so So warns Stephanie Pomboy @spomboy in this insight-rich no-holds-barred discussion If you listen to only [--] macro interview this month make it this one folks"
X Link 2023-08-31T20:37Z 74.5K followers, 49K engagements
"@NeelyTamminga @DiMartinoBooth @DISTILLIQ Remember too that on top of the student loan repayments the cost of all their other debt has risen dramatically over the past year and a half Credit card debt at record high APR. Auto loan rates back at [----] highs. And god help those with adjustable mortgages"
X Link 2023-09-01T00:32Z 74.5K followers, 29.5K engagements
"@DavidBCollum @wealthion @spomboy @LukeGromen Just wait until my videos next week Dave with real estate analysts @m3_melody and @texasrunnerDFW The risk of a flood of new inventory from PE/STRs will keep you up at night.😬"
X Link 2023-09-01T04:52Z 74.5K followers, [--] engagements
"To return to fair value the market would need a 40-50% haircut (or possibly more) That's what analyst Stephanie Pomboy @spomboy estimates in Part [--] our interview w/ her which just released today If you watch any macro interview in the next fortnight make it this one"
X Link 2023-09-01T18:46Z 87.2K followers, 20.4K engagements
"RIP Jimmy Thanks for all the wonderful songs & hope you're enjoying that cheeseburger"
X Link 2023-09-02T13:20Z 74.5K followers, 11.5K engagements
"Played a consolation fencing match Won it 15-14 with this ping"
X Link 2023-09-02T21:40Z 74.7K followers, [----] engagements
"OK. So Ive made it to the finals in axe throwing. Time to place your bets"
X Link 2023-09-02T23:01Z 87.9K followers, 11.7K engagements
"Playoffs in progress For those wondering what Oakie Horseshoes is heres what it looks like"
X Link 2023-09-03T02:09Z 74.5K followers, [----] engagements
"Sowho won axe throwing Well Twitter I dug deep for you. After dismal disappointing losses throughout the day I pulled off a victory in the axe playoffs Only taking home one medal today. But its the one I wanted most 🥇 Thanks to everyone who rooted for me today"
X Link 2023-09-03T02:55Z 74.5K followers, 11.8K engagements
"@Super70sSports [----] World Series Game [--] Bill Buckner's "between the legs" error"
X Link 2023-09-05T02:05Z 74.5K followers, 20.5K engagements
"@shellenberger @VanJones68 @AOC @JeffBezos We really do need to be more honest with the all-in environmental footprint of "green" energy solutions including the fossil fuels expended in their mining manufacturing & installation Many are not nearly as "green" as we're being sold And yes I'm for cleaner energy"
X Link 2023-09-05T02:20Z 74.5K followers, [----] engagements
""AirBnBust" UPDATE: There are "zero" reasons to be bullish on the Short Term Rental market warns housing analyst Amy Nixon @texasrunnerDFW In today's video Amy shares her latest outlook on the overall housing market + goes deep into her projected timing on the "AirBnBust""
X Link 2023-09-05T15:57Z 71.3K followers, 12.8K engagements
"Will We See Recession By Q4 And 5-6% Unemployment Next Year Chance Finucane CIO of @Oxbow_Advisors cautions we very well may As a capital manager he expects better values ahead & is positioning accordingly He shares the details of his outlook & portfolio strategy here:"
X Link 2023-09-06T16:05Z 74.5K followers, [----] engagements
"Sharing by popular demand Thought Id mix it up today & do chin-ups for a change Did [--] (6 sets of [--] reps) Video below is of the final set Tried to keep it real: slow & full extension Feel free to share what youre doing today to take good care of your one & only body"
X Link 2023-09-07T01:45Z 74.5K followers, 15.4K engagements
"Have we just seen "Peak Apple""
X Link 2023-09-07T16:07Z 74.5K followers, 13K engagements
"BAD NEWS (FOR) BEARS If your primary thesis is that the rally of [----] is over & markets will roll over from here then you'd better watch this video Sven Henrich of @NorthmanTrader warns that - like it or not - technical analysis suggests stocks could run 'higher for longer'"
X Link 2023-09-08T01:49Z 71.8K followers, 53.1K engagements
"If a [--] year-old said to you: "I want to have a fulfilling career that will provide a good living & have a positive impact on society" What job(s) would you recommend they consider"
X Link 2023-09-08T03:56Z 101.5K followers, 81.5K engagements
"Is the recovery in stocks fizzling Or is it coiling preparing to blast higher @LanceRoberts & I tackle these questions in today's Weekly Market Recap plus how the divergence b/t GDP & GDI strongly suggest a recession is coming Lance also reveals his latest big bond trade"
X Link 2023-09-09T17:04Z 74.5K followers, [----] engagements
"Starting Sunday off with back squats To be followed by a 50lbs ruck with a friend What are you doing to treat your body right today"
X Link 2023-09-10T15:33Z 71.6K followers, 22.7K engagements
"Heres the secret to keeping the love alive in marriage: paperwork filing Its our 23rd anniversary today & were celebrating (in part) by de-cluttering Shared experiences that invest in the relationship no matter how mundane really do help Also: were dining out tonight 👍🏻"
X Link 2023-09-10T22:28Z 74.5K followers, 21.8K engagements
"Tremendous positive response today to my new interview with housing analyst Melody Wright @m3_melody She predicts a "Cat 5"-strength correction in home prices that will be "worse than the GFC" Can't upload video to X as I'm on a plane so watch it here"
X Link 2023-09-12T20:00Z 74.5K followers, 110.3K engagements
"When Dante wrote about his [--] circles of Hell he left out an important 10th: The one where people over 6' are damned to sit in the middle seat of a cross-country flight (angrily typed at 30000ft)"
X Link 2023-09-12T20:49Z 71.3K followers, [----] engagements
"Receiving very kind feedback from many of you who have watched the video of me being interviewed on money & wealth by @matthewmutual for "The Regeneration Will Be Funded" If you haven't seen it yet check it out here. The production quality is fantastic"
X Link 2023-09-15T22:03Z 72.4K followers, [--] engagements
"Kicking off the weekend with 300lbs deadlifts Has taken me a while to get back in this range as Ive been following a slow&steady program But it feels good How will you invest in your functional health today"
X Link 2023-09-16T16:19Z 74.5K followers, [---] engagements
"@PrashanthcPro @zerohedge Yes we've enjoyed a lot of progress but Google is massively entwined with government & influences policy regulations & enforcement that help increase the size of its moat How much MORE progress would we be enjoying if Google had to respond to healthy competitors"
X Link 2023-09-17T03:39Z 74.5K followers, [---] engagements
"@DeonOpperman1 I can see that going on for a limited time but then when the next downturn occurs will they rush back into USTs And if not why not Asking for a friend (@SantiagoAuFund )"
X Link 2023-09-18T00:12Z 71.8K followers, [----] engagements
"A "collateral contagion crisis" is coming warns market analyst @GordonTLong That's the bad news The good news is that every central planner is desperate to not let it cascade violently. So we can count on them doing everything in their power to contain the damage"
X Link 2023-09-20T02:16Z 74.5K followers, 17.5K engagements
"The @federalreserve is projecting the unemployment rate will average 4.1% in [----] I will take the over on that bet. All day long"
X Link 2023-09-21T03:09Z 72.1K followers, 15.4K engagements
"I was asked for my reaction to today's @federalreserve presser My thoughts are below:"
X Link 2023-09-21T03:41Z 74.7K followers, 14.6K engagements
"I'd say more like Jan [----] "The house fire Don't sweat it. It's transitory""
X Link 2023-09-21T22:32Z 74.5K followers, [----] engagements
"Next week's line-up of interviews is looking very strong Tues: Darius Dale PT2 Wed: Matt Piepenburg Thu: Thomas Thornton Fri: Alf Peccatiello Videos release each morning at 11amET/8amPT @DariusDale42 @MacroAlf @TommyThornton @GoldSwitzerland"
X Link 2023-09-21T23:59Z 74.5K followers, [----] engagements
"While recession looks likely by April [----] don't be caught by surprise if stocks surge (and bonds slump) between now & then says data analysis maven extraordinaire Darius Dale @DariusDale42 History shows that stocks often boom in the final months before recession hits"
X Link 2023-09-22T01:08Z [--] followers, [---] engagements
""Higher for longer" = "weaker for longer" when it comes to economic growth Powell's hawkish remarks this week forced markets to start realizing that a soft/no landing scenario is NOT probable In this video the partners at New Harbor Financial & I discuss what likely comes next"
X Link 2023-09-22T19:27Z 74.5K followers, [----] engagements
"Spotted at the store parking lot A precious metals fan"
X Link 2023-09-24T00:22Z 83K followers, 22.9K engagements
"Really enjoyed being interviewed by Michael Bordenaro Though I committed a cardinal sin of video.never appear on camera next to someone with much better hair than you For my latest thoughts on the economy markets & housing watch:"
X Link 2023-09-26T02:43Z 68.1K followers, [----] engagements
"The USD has been on a tear since mid-July & is at a high for [----] Combine that with a UST 10yr yield above 4.5% & warnings of higher yields to come (see Jamie Dimon) and investors are starting to get jittery. The S&P is now below [----] and still falling"
X Link 2023-09-27T15:07Z 74.5K followers, [----] engagements
"Every so often someone delivers the hard truth in a way that's so clear we have no choice but to accept it Matt Piepenburg of @GoldSwitzerland does exactly that in this interview Whenever countries become too indebted (as we are now) it's ALWAYS the currency that's sacrificed"
X Link 2023-09-27T21:22Z 74.5K followers, 23.9K engagements
"@michaellebowitz For investors expecting bond spreads to widen what are some good positioning strategies"
X Link 2023-09-28T13:36Z 88K followers, [----] engagements
"As fears of a hard landing recession return oil approaches $100 investors are freaking out about bonds yields rising even further and the USD is at a high for the year. .can someone please explain why Dogecoin still has a market cap of almost $9 billion"
X Link 2023-09-28T13:43Z 74.5K followers, 26K engagements
""The Fed will not pivot until there's at least a 30-40% drawdown in the markets" They'll wait for "real pain" until they revert back to stimulus So warns Matt Piepenburg of @GoldSwitzerland in Part [--] of our interview with him just released a few hours ago"
X Link 2023-09-28T18:27Z 71.8K followers, 26.6K engagements
"Over the last [--] months US bond markets have seen an aggressive & prolonged period of bear steepening of the yield curve Bond expert @MacroAlf warns that history shows if left unchecked this steepening is likely to cause serious damage to equity markets & the economy"
X Link 2023-09-29T19:05Z 82.7K followers, 171.1K engagements
"Is the market setting itself up for a bounce here Portfolio manager @LanceRoberts thinks so but warns that the ride is likely to get a lot rougher as we enter [----] -- when lag effects will likely drag the economy into recession This is a ket Weekly Market Recap to watch:"
X Link 2023-09-30T16:31Z 68.1K followers, 10.1K engagements
""Homes unaffordable in 99% of nation for average American" A lot of regular people ask me why I care so much about dry topics like monetary policy debt & fiscal stimulus THIS is why It's because they impact our destiny far more than most realize"
X Link 2023-10-01T16:23Z [--] followers, 40.9K engagements
"Building an Excel model tonight doing business pro formas Brings me back to my 1st few years out of college as an investment banker pulling strings of all-nighters building massive spreadsheets While I do appreciate crafting a well-built model can't say I've missed it much"
X Link 2023-10-02T03:55Z 74.6K followers, [----] engagements
"@DSMentzer @zerohedge Yowza Bear steepening indeed Rising yields at the far end of the curve is 10x more damaging to the economy than at the short end @MacroAlf expounds on the many dangers of this bear steepening in the yield curve in this recent interview"
X Link 2023-10-03T15:08Z 74.5K followers, [---] engagements
"Standing in line to register for VidSummit - the annual gathering of YouTube creators Its pretty trippy. Its only creators here. No fans. No suits. Just insanely popular/interesting/weird people sharing their knowledge w/ one another Mr Beast kicks off tomorrows keynote"
X Link 2023-10-03T22:57Z 74.5K followers, [----] engagements
"Ok trying to take action on the advice the top YouTubers here at VidSummit are giving Viewers are your channels North Star. Focus on creating the content they most want. Sowhat would you be most interested in seeing going forward"
X Link 2023-10-04T14:44Z 71.3K followers, 25.7K engagements
"Fun fact: When asked today which social media platforms he uses (other than YouTube of course) Mr Beast revealed that Twitter/X is the one hes addicted to"
X Link 2023-10-04T23:16Z 74.5K followers, [----] engagements
"@thonglo_ @MishGEA @RobMcNealy @mortgagenewsmnd With what Over $30 trillion more in debt than the early 70s 7.74% today is a vastly more destructive rate to todays overleveraged economy than it was decades ago"
X Link 2023-10-05T08:19Z 74.5K followers, [----] engagements
"Honest question for housing bulls/correction skeptics: What's your counter to this chart What is a compelling argument for why prices can sustain or rise given this extreme price-to-income ratio"
X Link 2023-10-05T23:03Z 68.2K followers, 225.9K engagements
"@SteveHarney How has 25% been acceptable The last time we were there was at the apex of the [----] housing bubble"
X Link 2023-10-06T03:18Z 74.5K followers, [----] engagements
"Wealthion's YouTube channel just passed the [------] subscriber mark I have no sufficient words to express my gratitude to all of you who have made that happen My role is a tremendous privilege. Thank you for supporting our mission of helping people build wealth"
X Link 2023-10-06T18:42Z 74.5K followers, 14.9K engagements
"Horrifying It looks like Pandora's Box just opened in Israel/Gaza Praying this somehow avoids becoming the kinetic metastasis it's at risk of easily spiraling into"
X Link 2023-10-07T20:34Z 68.1K followers, 39.8K engagements
"ONLY HOURS LEFT .To lock in the Early Bird price discount (29% off) for the Wealthion Fall online conference on Sat Oct [--] Alumni of past conferences get an additional 15% off (check your email inbox) Register before midnight tonight (PT) here:"
X Link 2023-10-08T14:31Z 71.8K followers, [----] engagements
"Where do you think the September CPI number will come in on Thursday vs the current August reading of 3.7% 3.5% 3.5-3.7% 4.0% 3.8-4.0% 3.5% 3.5-3.7% 4.0% 3.8-4.0%"
X Link 2023-10-08T22:09Z 88K followers, 26.1K engagements
"@windgineering @DiMartinoBooth @pboockvar @GeorgeGammon @nickgerli1 @texasrunnerDFW @LanceRoberts @nardotrealtor @NAHBhome @federalreserve Should it surprise anyone that the NAH/MBA want transactions to go back up The hypocrisy about unaffordability is thick. These guys would be in heaven if sales volume was higher w/ today's prices & rates The housing cartel is so used to bailouts which this is a clear plea for"
X Link 2023-10-09T21:15Z 74.5K followers, 12.6K engagements
"I asked Adam K. about this 'parade of horribles' when recording my interview with him today We tackled the hard question of: "How does this end" Can we avoid a terminal point where too many households simply can't afford shelter & food And if so what then Video out Wed"
X Link 2023-10-10T00:15Z 69.5K followers, 29.9K engagements
"Yet Sep payrolls grew 2x expectations The gov't jobs "data" just doesn't seem connected to the real world [------] workers are now on strike in the United States according to Bank of America. Estimates show that up to [------] workers are likely to be on strike by the end of [----]. This would be the most workers on strike since [----] which also happens to be the last time inflation https://t.co/vj9guZzttv [------] workers are now on strike in the United States according to Bank of America. Estimates show that up to [------] workers are likely to be on strike by the end of [----]. This would be the most"
X Link 2023-10-11T02:55Z 87.9K followers, 16.1K engagements
"While markets may remain resilient for a while longer the lag effect is coming & when it hits it won't just be felt by Wall Street. Everyday Americans will suffer substantial pain too. So warns Adam Kobeissi @KobeissiLetter Really enjoyed interviewing him for the 1st time"
X Link 2023-10-12T02:24Z 74.5K followers, 66.1K engagements
"@MerryMonetarist I think that is because the data is mixed That's not uncommon when in a transition stage. Leading indicators head in a new direction while lagging ones maintain the status quo. Example: personal excess savings are plunging but retail sales are hanging in there"
X Link 2023-10-12T02:32Z 71.6K followers, [--] engagements
"The September headline CPI remained flat at 3.7% YoY But on a monthly basis it came in hotter than expected: 0.4% Also notable is that real wage growth turned negative again last month"
X Link 2023-10-12T13:46Z 74.5K followers, 12.6K engagements
"@nyugradsubstack @nickgerli1 @m3_melody @DiMartinoBooth Black market short-term rentals in New York City.what could possibly go wrong"
X Link 2023-10-13T03:36Z 71.6K followers, [--] engagements
"Is it possible to be "too conservative" in your investing approach when worried about a coming market crash Advisor @JonathanWellum shares the biggest mistakes concerned investors often make Valid fears can result in overly-emotional decisions that end up sabotaging our goals"
X Link 2023-10-13T18:44Z 74.5K followers, [----] engagements
"Is Now The 'Blood In The Streets' Moment For Bonds Portfolio manager @LanceRoberts thinks so We discuss the reasons why as well as the latest CPI data the potential repercussions of the new hostilities in the Middle East + Lance's latest trades in this week's Market Recap"
X Link 2023-10-14T17:04Z 68K followers, [----] engagements
"@RobMcNealy Do you mean "high" as in on drugs Honestly asking: what data can you share that demand is strong when both home sales & housing affordability are near record lows"
X Link 2023-10-14T20:53Z [--] followers, [---] engagements
"@RobMcNealy Affordability absolutely is an input to demand And b/c affordability is so low transaction volume is so terrible at today's prices The reality that lower rates OR lower prices would goose sales is proof-positive that demand is currently compromised"
X Link 2023-10-14T23:10Z 68.2K followers, [--] engagements
"When the top job-seeking company is laying off its own employees it's hard to swallow the puffery the BLS puts out"
X Link 2023-10-16T15:20Z 74.5K followers, 10.1K engagements
"@AxelMerk @DiMartinoBooth Agreed It also makes the federal deficit worse in the short term as CA is a big state and the absence of those tax revenues stings"
X Link 2023-10-16T20:37Z 68K followers, 11.8K engagements
"Whew Just recorded a fantastic interview w/@LynAldenContact She details out why today's high debt balances & high interest costs are forcing high fiscal deficits. which will require more debt monetization It's a vicious cycle similar to the 1940s Video out at 11amET"
X Link 2023-10-17T00:48Z 68K followers, 30.1K engagements
"Our interview with @LynAldenContact is now out She details out why today's high debt balances & high interest costs are forcing high fiscal deficits. which will require more debt monetization It's a vicious cycle similar to the 1940s"
X Link 2023-10-17T15:32Z 68.1K followers, 90.4K engagements
"Does A "Generation-Long" Bear Market In Bonds Lie Ahead Investor & analyst Bill Fleckenstein of @fleckcap thinks so He expects inflation to be more entrenched & central banks less able to deal with it as the bond market "takes the printing press away""
X Link 2023-10-18T18:01Z 68.1K followers, 67.3K engagements
"Recessionary geopolitical & faulty policy risks are combining into a "recipe for turmoil" for [----] So warns macro & monetary analyst John Rubino He recommends considering T-bills and commodities like gold farmland & uranium until the risks abate"
X Link 2023-10-19T18:26Z 84.1K followers, 10.2K engagements
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