#  @k3ithmccullough Not Keith McCullough Not Keith McCullough posts on X about $lmt, $lulu, tariffs, $nke the most. They currently have [-----] followers and [----] posts still getting attention that total [----------] engagements in the last [--] hours. ### Engagements: [----------] [#](/creator/twitter::1358217560219598848/interactions)  - [--] Week [----------] +102,024% - [--] Month [----------] +40,258% - [--] Months [----------] +11,906% - [--] Year [----------] +8,643% ### Mentions: [--] [#](/creator/twitter::1358217560219598848/posts_active)  - [--] Month [--] -77% - [--] Months [---] +91% - [--] Year [---] +68% ### Followers: [-----] [#](/creator/twitter::1358217560219598848/followers)  - [--] Week [-----] +1.20% - [--] Month [-----] +3.50% - [--] Months [-----] +20% - [--] Year [-----] +45% ### CreatorRank: [---------] [#](/creator/twitter::1358217560219598848/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [finance](/list/finance) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [fashion brands](/list/fashion-brands) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [automotive brands](/list/automotive-brands) [travel destinations](/list/travel-destinations) [celebrities](/list/celebrities) **Social topic influence** [$lmt](/topic/$lmt), [$lulu](/topic/$lulu), [tariffs](/topic/tariffs), [$nke](/topic/$nke), [inflation](/topic/inflation), [$qsr](/topic/$qsr), [fed](/topic/fed), [$deck](/topic/$deck), [money](/topic/money), [meta](/topic/meta) **Top accounts mentioned or mentioned by** [@thestalwart](/creator/undefined) [@citrini7](/creator/undefined) [@billackman](/creator/undefined) [@pythiar](/creator/undefined) [@tdarling1](/creator/undefined) [@jedimarkus77](/creator/undefined) [@sounddobad](/creator/undefined) [@nopeitslily](/creator/undefined) [@kkmaway](/creator/undefined) [@coorslightceo](/creator/undefined) [@nicktimiraos](/creator/undefined) [@taobanker](/creator/undefined) [@vaidotassegenis](/creator/undefined) [@stevehouf](/creator/undefined) [@mattjmcclintock](/creator/undefined) [@supbagholder](/creator/undefined) [@stockmarketnerd](/creator/undefined) [@warrenpies](/creator/undefined) [@mikehuntsr](/creator/undefined) [@blondesnmoney](/creator/undefined) **Top assets mentioned** [Limitus (LMT)](/topic/$lmt) [Lululemon Athletica Inc (LULU)](/topic/$lulu) [Nike Inc (NKE)](/topic/$nke) [Restaurant Brands International Inc. (QSR)](/topic/$qsr) [Deckers Outdoor, Corp. (DECK)](/topic/$deck) [Canadian Pacific Railway (CP)](/topic/$cp) [Adobe, Inc. (ADBE)](/topic/$adbe) [Metadium (META)](/topic/$meta) [GammaSwap (GS)](/topic/$gs) [Morningstar, Inc. (MORN)](/topic/$morn) [S&P Global Inc (SPGI)](/topic/$spgi) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [Northrop Grumman Corporation (NOC)](/topic/$noc) [Capital One Financial Corp. (COF)](/topic/$cof) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Moody's Corporation (MCO)](/topic/$mco) [Crocs, Inc. (CROX)](/topic/$crox) [General Dynamics Corporation (GD)](/topic/$gd) [Wells Fargo & Co (WFC)](/topic/$wfc) [Apple, Inc. (AAPL)](/topic/$aapl) [Starbucks Corporation (SBUX)](/topic/$sbux) [Tesla, Inc. (TSLA)](/topic/tesla) [Premia (PREMIA)](/topic/premia) ### Top Social Posts Top posts by engagements in the last [--] hours "Indices really going to shrug today off huh $AMZN $SNAP $PINS $SHOP" [X Link](https://x.com/k3ithmccullough/status/1489350188569448451) 2022-02-03T21:28Z [----] followers, [--] engagements "The most painful chart I own is $TLT and I'm saying that as a Meta Platforms () shareholder Being a bond bull hurts" [X Link](https://x.com/k3ithmccullough/status/1490172474876739591) 2022-02-06T03:56Z [----] followers, [--] engagements "All Time Highs in $NOC $RTX $GD I've owned Raytheon since Fall of [----] as a simultaneous play on air travel coming back (they make a large amount of components for airplanes) no matter who won the American election it would be pro-defense and it was not receiving credit for" [X Link](https://x.com/k3ithmccullough/status/1498411444316033033) 2022-02-28T21:35Z [----] followers, [--] engagements "$SPGI is a very interesting and strange company" [X Link](https://x.com/k3ithmccullough/status/1512687298776911872) 2022-04-09T07:02Z [----] followers, [--] engagements "Great thread thank you Anytime a fund blows up should try to go over risk management principles Two years ago SBF wrote a thread on bet size and Kelly betting. I questioned him on it. He engaged with me. Lets take a look at this thread and SBFs views on bet sizing in light of the events with FTX and Alameda this week. Two years ago SBF wrote a thread on bet size and Kelly betting. I questioned him on it. He engaged with me. Lets take a look at this thread and SBFs views on bet sizing in light of the events with FTX and Alameda this week" [X Link](https://x.com/k3ithmccullough/status/1591135238029295616) 2022-11-11T18:26Z [----] followers, [--] engagements "Bought back my short banks $WFC $XLF $KRE Free up some powder as they had a big move already" [X Link](https://x.com/k3ithmccullough/status/1601235029556080640) 2022-12-09T15:19Z [----] followers, [--] engagements "Ofc I didn't size enough into $FWONK @ 59.40" [X Link](https://x.com/k3ithmccullough/status/1611531470350213120) 2023-01-07T01:13Z [----] followers, [---] engagements "@spaghettilisbon Do you own $fwonk" [X Link](https://x.com/k3ithmccullough/status/1631669957963522049) 2023-03-03T14:56Z [----] followers, [---] engagements "@spaghettilisbon Only one @lord_fed" [X Link](https://x.com/k3ithmccullough/status/1631672304370417664) 2023-03-03T15:06Z [----] followers, [---] engagements "Bought some $vixm into the close on a lark" [X Link](https://x.com/k3ithmccullough/status/1631761885048479748) 2023-03-03T21:02Z [----] followers, [---] engagements "3) However the $MOVE index (a volatility indicator for the Bond Market) is at very high levels This is something to be careful about as Vai shows here https://x.com/VaidotasSegenis/status/1639718070569631745 $MOVE [-------] - [-------] short-term [-------] - [-------] longer-term Bullish trend @myfractalrange Have a great weekend https://x.com/VaidotasSegenis/status/1639718070569631745 $MOVE [-------] - [-------] short-term [-------] - [-------] longer-term Bullish trend @myfractalrange Have a great weekend" [X Link](https://x.com/k3ithmccullough/status/1640123905896599553) 2023-03-26T22:49Z [----] followers, [---] engagements "Also added some $EOG" [X Link](https://x.com/k3ithmccullough/status/1646245603058278400) 2023-04-12T20:15Z [----] followers, [---] engagements "Shorting $GS" [X Link](https://x.com/anyuser/status/1658143186932441090) 2023-05-15T16:11Z [--] followers, [--] engagements "@eliant_capital Short $GS" [X Link](https://x.com/k3ithmccullough/status/1658632161002438657) 2023-05-17T00:34Z [----] followers, [--] engagements "Anyone own credit card equities Particularly $cof $dfs" [X Link](https://x.com/k3ithmccullough/status/1658665086171377665) 2023-05-17T02:45Z [----] followers, [---] engagements "@ValueStockGeek @Value_econ Just hedge TSM with some defense primes and you're all good" [X Link](https://x.com/k3ithmccullough/status/1661715383185809409) 2023-05-25T12:46Z [----] followers, [--] engagements "$GS Exclusive: Bank Prepares Another Round of Layoffs Amid Deal Drought" [X Link](https://x.com/k3ithmccullough/status/1663765470548303872) 2023-05-31T04:32Z [----] followers, [--] engagements "Haven't been doing this but my positions are mostly the same just took down Russel shorts and $gs shorts Qs still ripping me Weekly Portfolio Update for week ending 20/5/23 Rough week was positioned for Dollar and Yields to go up together but was not positioned for Tech to not care Will see how correlations move this week to decide if to realize losses Weekly Portfolio Update for week ending 20/5/23 Rough week was positioned for Dollar and Yields to go up together but was not positioned for Tech to not care Will see how correlations move this week to decide if to realize losses" [X Link](https://x.com/k3ithmccullough/status/1665542821577646080) 2023-06-05T02:15Z [----] followers, [---] engagements "Shorted some $COF here" [X Link](https://x.com/k3ithmccullough/status/1666466637300498433) 2023-06-07T15:26Z [----] followers, [---] engagements "Again too busy to update this but same positions with added $COF short @ [---] Probably down 8% ytd Haven't been doing this but my positions are mostly the same just took down Russel shorts and $gs shorts Qs still ripping me Haven't been doing this but my positions are mostly the same just took down Russel shorts and $gs shorts Qs still ripping me" [X Link](https://x.com/k3ithmccullough/status/1668030964667232262) 2023-06-11T23:02Z [----] followers, [---] engagements "Intern szn at the midtown chipotle" [X Link](https://x.com/k3ithmccullough/status/1668665404561010705) 2023-06-13T17:03Z [----] followers, [---] engagements "Also covered half of my $COF for +6%" [X Link](https://x.com/k3ithmccullough/status/1672291093570830345) 2023-06-23T17:17Z [----] followers, [---] engagements "@ohiopylecoffee Labor market is main driver of inflation [---] if it happens" [X Link](https://x.com/k3ithmccullough/status/1672446005185241088) 2023-06-24T03:27Z [----] followers, [--] engagements "@ohiopylecoffee Ok I'm not too sure if I understand your argument on if commodity supplies were interrupted why it wouldn't impact inflation but I did appreciate the conversation π€" [X Link](https://x.com/k3ithmccullough/status/1672455921958625281) 2023-06-24T04:05Z [----] followers, [--] engagements "@hmeisler Can you do $GS Interesting chart with all the news they constantly have" [X Link](https://x.com/k3ithmccullough/status/1672621185954086912) 2023-06-24T15:06Z [----] followers, [---] engagements "$GS would suffer the worst credit card losses of the major banks in the Fed Stress test of a severely adverse environment" [X Link](https://x.com/k3ithmccullough/status/1674156514683092992) 2023-06-28T20:48Z [----] followers, [---] engagements "@the_P_God @spooky_JL Watching succession makes me an expert on $NWSA equity tranche" [X Link](https://x.com/k3ithmccullough/status/1693442341690892752) 2023-08-21T01:58Z [----] followers, [--] engagements "@the_P_God *I'm on career sites applying for positions" [X Link](https://x.com/k3ithmccullough/status/1694749062874988618) 2023-08-24T16:30Z [----] followers, [--] engagements "My futures professor thinks Michael Burry invented MBS CDS" [X Link](https://x.com/k3ithmccullough/status/1699574610482618432) 2023-09-07T00:05Z [----] followers, [----] engagements "No one is really bearish but this price action is complete garbage" [X Link](https://x.com/k3ithmccullough/status/1700339486209589687) 2023-09-09T02:44Z [----] followers, [---] engagements "@r3surr3ctm3 Are September's usually bullish for yields dollar oil inflation and Fed funds rates" [X Link](https://x.com/k3ithmccullough/status/1700345760737353753) 2023-09-09T03:09Z [----] followers, [--] engagements "Is $TTWO the best micro transactions company in the world Or am I looking at this company wrong" [X Link](https://x.com/k3ithmccullough/status/1700887728127140039) 2023-09-10T15:03Z [----] followers, [---] engagements "@tdarling1 @ClevelandFed I personally think that is what is going to happen If cpi after this comes in weaker then it will be tough" [X Link](https://x.com/k3ithmccullough/status/1700896147642954142) 2023-09-10T15:36Z [----] followers, [--] engagements "@taobanker Zynga buy was such a weird one though" [X Link](https://x.com/k3ithmccullough/status/1702784481633989061) 2023-09-15T20:40Z [----] followers, [--] engagements "Higher bond yields don't matter if GDP prints hot Thursday. Growth keep equities bid until it doesn't" [X Link](https://x.com/k3ithmccullough/status/1706375645364650475) 2023-09-25T18:30Z [----] followers, [--] engagements "BBC News - Evergrande: Anxious Chinese home buyers reel from crisis" [X Link](https://x.com/k3ithmccullough/status/1708141496254304572) 2023-09-30T15:27Z [----] followers, [--] engagements "@GfI_Himmelreich This guy is bullish oil equities dollar and yields" [X Link](https://x.com/k3ithmccullough/status/1708888131863208340) 2023-10-02T16:54Z [----] followers, [--] engagements "Never thought I'd see the day where Staples and Utilities are getting murdered while ARKK is green" [X Link](https://x.com/k3ithmccullough/status/1710029487973286397) 2023-10-05T20:29Z [----] followers, [---] engagements "Saudi Arabia Willing to Raise Oil Output to Help Secure Israel Deal" [X Link](https://x.com/k3ithmccullough/status/1710680479874060617) 2023-10-07T15:36Z [----] followers, [---] engagements "@Mike_Hunt_Sr We know you follow wall street silver for trade ideas" [X Link](https://x.com/k3ithmccullough/status/1710761145923993617) 2023-10-07T20:56Z [----] followers, [---] engagements "Bank earnings should shit the bed" [X Link](https://x.com/k3ithmccullough/status/1711760160924803091) 2023-10-10T15:06Z [----] followers, [---] engagements "Bankman-Fried said there was a 5% chance he would become president one day Ellison testified" [X Link](https://x.com/k3ithmccullough/status/1711860792742543732) 2023-10-10T21:46Z [----] followers, [---] engagements "@Michigandolf Would recommend Jung to learn more about how our ancient beliefs can be used to unlock future potential" [X Link](https://x.com/k3ithmccullough/status/1713683326693671337) 2023-10-15T22:28Z [----] followers, [---] engagements "@GavinSBaker $ko looks interesting" [X Link](https://x.com/k3ithmccullough/status/1713921438749450290) 2023-10-16T14:14Z [----] followers, [----] engagements "IMO articles like this are why WSJ is the best never seen an article with this amount of information on cartel Mexicos Sinaloa cartel the leading exporter of fentanyl to the U.S. has banned trafficking of the opioid amid intense U.S. pressure via @WSJ" [X Link](https://x.com/k3ithmccullough/status/1713978747035025878) 2023-10-16T18:02Z [----] followers, [--] engagements "@JFilastin @clockworkwhale @ArmchairW Not a Zionist just a guy on twitter that knows you don't know shit about explosive devices and didn't LARP as an EOD expert until yesterday" [X Link](https://x.com/k3ithmccullough/status/1714846520288088236) 2023-10-19T03:30Z [----] followers, [--] engagements "@1Voltarox @clockworkwhale @ArmchairW Google it" [X Link](https://x.com/k3ithmccullough/status/1714846959381401651) 2023-10-19T03:32Z [----] followers, [---] engagements "@TakeSpecialist @JFilastin @clockworkwhale @ArmchairW They didn't say they would bomb it The Israel condemnations were not from NATO leaders" [X Link](https://x.com/k3ithmccullough/status/1714870126137229367) 2023-10-19T05:04Z [----] followers, [--] engagements "@TakeSpecialist @JFilastin @clockworkwhale @ArmchairW The doctor didn't mention anything about bomb warnings from Israel Those NATO countries did not condemn Israel but all bombing of hospitals" [X Link](https://x.com/k3ithmccullough/status/1714873358125277425) 2023-10-19T05:17Z [----] followers, [--] engagements "@TakeSpecialist @JFilastin @clockworkwhale @ArmchairW I don't trade penny stocks" [X Link](https://x.com/k3ithmccullough/status/1714874330062918027) 2023-10-19T05:21Z [----] followers, [--] engagements "@tdarling1 Checkout $ibdq" [X Link](https://x.com/k3ithmccullough/status/1715029112329314713) 2023-10-19T15:36Z [----] followers, [--] engagements "@tdarling1 Sorry $ibtf" [X Link](https://x.com/k3ithmccullough/status/1715029418815439073) 2023-10-19T15:37Z [----] followers, [--] engagements "@kgreifeld I will only answer this on Real Yield" [X Link](https://x.com/k3ithmccullough/status/1715032002712285400) 2023-10-19T15:47Z [----] followers, [--] engagements "BBC News - Ukraine war: Kyiv troop build-up reported across Dnipro river" [X Link](https://x.com/k3ithmccullough/status/1715212461224181919) 2023-10-20T03:44Z [----] followers, [---] engagements "BBC News - Saudi prince slams Hamas Israel and the West" [X Link](https://x.com/k3ithmccullough/status/1715539186432819292) 2023-10-21T01:23Z [----] followers, [---] engagements "@paungier @tdarling1 Gotta check to make sure those aren't callable or have other options in them pat very rare to see straight term fixed income out yield treasuries" [X Link](https://x.com/k3ithmccullough/status/1715588100196343912) 2023-10-21T04:37Z [----] followers, [---] engagements "Braindead leaders BBC News - US politician Jeff Wilson arrested on Hong Kong gun charge" [X Link](https://x.com/k3ithmccullough/status/1716885295885615346) 2023-10-24T18:32Z [----] followers, [---] engagements "Huge week potential yield curve control tweak from the Bank of Japan FOMC meeting an update on the US Treasury's appetite for debt (which kicked off the selling in August) potential market moving earnings from some very heavily weighted companies and an important jobs print" [X Link](https://x.com/k3ithmccullough/status/1718775697680847071) 2023-10-29T23:43Z [----] followers, [---] engagements "@SleepwellCap @FoolAllTheTime Vf corp" [X Link](https://x.com/k3ithmccullough/status/1719365413031543087) 2023-10-31T14:47Z [----] followers, [---] engagements "@hmeisler $DECK pump" [X Link](https://x.com/k3ithmccullough/status/1719413165216125327) 2023-10-31T17:56Z [----] followers, [--] engagements "@Larryjamieson_ $RTX $GD" [X Link](https://x.com/k3ithmccullough/status/1720807203945214184) 2023-11-04T14:16Z [----] followers, [---] engagements "Does anyone have any views on owning $BX" [X Link](https://x.com/k3ithmccullough/status/1725749799608013175) 2023-11-18T05:36Z [----] followers, [---] engagements "@froggytrade Colonoscopy paid π" [X Link](https://x.com/k3ithmccullough/status/1726991530291040566) 2023-11-21T15:50Z [----] followers, [--] engagements "@VKMacro @Fullcarry Yeah I've been thinking very heavily of longing bx or other private equity firms" [X Link](https://x.com/k3ithmccullough/status/1727017097702822276) 2023-11-21T17:32Z [----] followers, [--] engagements "@Stockspy1 How am I going to solve my timing problem if I don't have a timing solution" [X Link](https://x.com/k3ithmccullough/status/1727022935104516384) 2023-11-21T17:55Z [----] followers, [--] engagements "@sherkhantx @ArmchairW @Molson_Hart Cuz they keep getting purged" [X Link](https://x.com/k3ithmccullough/status/1730701194123731088) 2023-12-01T21:31Z [----] followers, [---] engagements "@its_l33o @GfI_Himmelreich @jfsrevg @TheKingCourt @3PeaksTrading @Quant_Kurtis @fs_insight @chasharris1025 @fkronawitter1 @howtoswingtrade @P123Finance @Crowded_Mkt_Rpt @TheShortBear @systvest @Stage_Analysis @themarketradar I was going to say Oil not reacting to quad [--] either" [X Link](https://x.com/k3ithmccullough/status/1731033388499234943) 2023-12-02T19:31Z [----] followers, [--] engagements "@SupBagholder @CrusoniaC This is the first he's sold in a long time" [X Link](https://x.com/k3ithmccullough/status/1732114591587463502) 2023-12-05T19:07Z [----] followers, [---] engagements "@Citrini7 Wouldn't BX benefit from rates like office reits" [X Link](https://x.com/k3ithmccullough/status/1732519339289460807) 2023-12-06T21:56Z [----] followers, [---] engagements "@thepupil11 @dopamine_uptake @rhunterh @RealAssetsValue First IEP now this" [X Link](https://x.com/k3ithmccullough/status/1732604495790485993) 2023-12-07T03:34Z [----] followers, [---] engagements "@CoorsLightCEO Ibkr has very clean balance sheet" [X Link](https://x.com/k3ithmccullough/status/1732768669359370615) 2023-12-07T14:26Z [----] followers, [--] engagements "@zerohedge @Fullcarry Then why did you post a picture of reserve balances instead of the balance sheet you quoted as not shrinking" [X Link](https://x.com/k3ithmccullough/status/1734240099037000100) 2023-12-11T15:53Z [----] followers, [---] engagements "@thebirdabides @Citrini7 Specifically banks that need to get bailed out of their shit balance sheet allocation like KEY imo" [X Link](https://x.com/k3ithmccullough/status/1734955665590764018) 2023-12-13T15:17Z [----] followers, [--] engagements "@nunchukdave Better luck in the soap aisle" [X Link](https://x.com/k3ithmccullough/status/1734986469050106330) 2023-12-13T17:19Z [----] followers, [--] engagements "@Larryjamieson_ Ok so buy office reits" [X Link](https://x.com/k3ithmccullough/status/1735164166820810863) 2023-12-14T05:05Z [----] followers, [---] engagements "@TomKaz What would recession probability be if we ignore yield curve inversion" [X Link](https://x.com/k3ithmccullough/status/1735284874062250096) 2023-12-14T13:05Z [----] followers, [---] engagements "Why does $KEY even have analysts" [X Link](https://x.com/k3ithmccullough/status/1735291456464531583) 2023-12-14T13:31Z [----] followers, [---] engagements "@Dr_Yield_Curve @WhatTheBit Same with pickles But fermented just means that while it is harder for bad bacteria to grow it is not impossible" [X Link](https://x.com/k3ithmccullough/status/1735765605196673220) 2023-12-15T20:55Z [----] followers, [--] engagements "@Dr_Yield_Curve π«" [X Link](https://x.com/k3ithmccullough/status/1736422609120547272) 2023-12-17T16:26Z [----] followers, [--] engagements "@PlugInFUD Theta" [X Link](https://x.com/k3ithmccullough/status/1736787972073173296) 2023-12-18T16:38Z [----] followers, [--] engagements "@bootsiejones Favorite Chinese poet" [X Link](https://x.com/k3ithmccullough/status/1737287665559474677) 2023-12-20T01:43Z [----] followers, [--] engagements "@Michigandolf @TrendSpider My trading goal is to trade for [--] minutes a day at the beach while golfing with hot babes in my Lamborghini" [X Link](https://x.com/k3ithmccullough/status/1737590062546587663) 2023-12-20T21:45Z [----] followers, [--] engagements "@AaronRentfrew He was on Lolita Express He has never pushed back on his friendship with Epstein So was Bill Clinton Your retweets don't mean anything" [X Link](https://x.com/k3ithmccullough/status/1737917885324865673) 2023-12-21T19:28Z [----] followers, [--] engagements "@Dr_Yield_Curve depends on where in the country" [X Link](https://x.com/k3ithmccullough/status/1739729620335755595) 2023-12-26T19:27Z [----] followers, [--] engagements "Best way to lose money in [----] is to listen to the macro crackheads" [X Link](https://x.com/k3ithmccullough/status/1741293952798507070) 2023-12-31T03:03Z [----] followers, 28.2K engagements "@CCM_Brett I read the substack they never mention assailability and they mention how luxury brands have to adapt to newer centers of economic wealth They also mention how Rolex is not an unassailable product because people will buy a Rolex and an AP Luxcos themselves are not unassailable" [X Link](https://x.com/k3ithmccullough/status/1741313439836832098) 2023-12-31T04:20Z [----] followers, [---] engagements "@CCM_Brett That's like saying "I will buy this piece of clothing and it will never be out of fashion" Compare that to FICO There will never be a time when the majority of potential home buyers are going to say "I don't need a credit score to buy a house"" [X Link](https://x.com/anyuser/status/1741314013751914928) 2023-12-31T04:23Z [--] followers, [---] engagements "@PaulBieber @CCM_Brett There are multiple brands that do this There are also brands that could do the wait-list but instead simply increase the markup so that the scarcity is based on the exorbitant markup instead of a waitlist" [X Link](https://x.com/k3ithmccullough/status/1741723837614408137) 2024-01-01T07:31Z [----] followers, [---] engagements "Share Message - Taiwan and China will 'surely be reunified' says Xi in New Year's Eve address" [X Link](https://x.com/k3ithmccullough/status/1741885231420875040) 2024-01-01T18:12Z [----] followers, [---] engagements "@rhunterh The sardines are pretty gas though I ain't gonna lie" [X Link](https://x.com/anyuser/status/1741885724222222603) 2024-01-01T18:14Z [--] followers, [---] engagements "@PaulBieber @CCM_Brett I am saying that Hermes is not a brand where you can close your eyes In [--] years they will be judged by how well they pivoted to south asian wealth centers and how they remained relevant to current styles. What if big handbags are out Will they come out with a miniBirkin" [X Link](https://x.com/k3ithmccullough/status/1741889428967072214) 2024-01-01T18:29Z [----] followers, [--] engagements "@PaulBieber @CCM_Brett Brands that use scarcity and are not necessarily unassailable businesses Konesiegg Pagani Richard Mille AP Jacob & co Bugatti Maybach Pinnifarina Patek Philippe Dufour F.P. Journe Breguet Daniels London Rolls Royce Chanel Harry Winston Cartier Tiffany Van Cleef Piaget Hublot" [X Link](https://x.com/k3ithmccullough/status/1741893294940885392) 2024-01-01T18:44Z [----] followers, [---] engagements "@marketplunger1 Citadel Securities" [X Link](https://x.com/k3ithmccullough/status/1741912342474994138) 2024-01-01T20:00Z [----] followers, [--] engagements "@PaulBieber @CCM_Brett Wrong I have only listed companies that have waiting lists because of their scarcity like Hermes and Rolex If you are going to say these companies are not like Hermes Rolex and Ferrari at least do some research into them so you can come up with legitimate arguments why" [X Link](https://x.com/k3ithmccullough/status/1741929693039763462) 2024-01-01T21:09Z [----] followers, [--] engagements "@bigdumb_baby Post pics of cat" [X Link](https://x.com/k3ithmccullough/status/1741946376110457087) 2024-01-01T22:15Z [----] followers, [----] engagements "Share Message - Jimmy Lai: Hong Kong mogul pleads not guilty to national security crimes" [X Link](https://x.com/k3ithmccullough/status/1742062899709747534) 2024-01-02T05:58Z [----] followers, [---] engagements "@benbakhshi I need to do more research but it seems as long as you buy about [--] years before any major corrections and there isn't a lot of crazy choppiness (as this increases tracking error) leveraged ETFs can actually be a very helpful addition when used with prudence" [X Link](https://x.com/k3ithmccullough/status/1742275811665662055) 2024-01-02T20:04Z [----] followers, [--] engagements "@clueless_1337 @WallStCynic @greydel6 I view it as a levered BTC ETF with A LOT of bleed Rather just borrow money and buy btc at that point" [X Link](https://x.com/k3ithmccullough/status/1742280730154021126) 2024-01-02T20:24Z [----] followers, [---] engagements "@Mike_Hunt_Sr Buy 0dte puts and calls sell whichever pops first plow profits into the other because it is guaranteed to hit and then put into short vix for safe yield in case there are bank failures" [X Link](https://x.com/k3ithmccullough/status/1742474434273845277) 2024-01-03T09:14Z [----] followers, [---] engagements "@netcapgirl @_ali_taylor Why not VT for international exposure" [X Link](https://x.com/k3ithmccullough/status/1742635075852726697) 2024-01-03T19:52Z [----] followers, [---] engagements "@W0rldViewer11 @netcapgirl @_ali_taylor Diversification is the number of stocks of which vt has [----] and voo has [---] You are speaking of concentration" [X Link](https://x.com/k3ithmccullough/status/1742688205517041831) 2024-01-03T23:23Z [----] followers, [--] engagements "@kate10010 I only judge hedge fund performance on total returns" [X Link](https://x.com/k3ithmccullough/status/1743358750713356672) 2024-01-05T19:48Z [----] followers, [---] engagements "March rate cut is on the table" [X Link](https://x.com/anyuser/status/1743363643238949028) 2024-01-05T20:07Z [--] followers, [--] engagements "@rochonpapi Message him on the terminal" [X Link](https://x.com/k3ithmccullough/status/1743470023090323951) 2024-01-06T03:10Z [----] followers, [---] engagements "@DeepDishEnjoyer WTF ur hacking" [X Link](https://x.com/anyuser/status/1743878907122610625) 2024-01-07T06:15Z [--] followers, [--] engagements "@l1quid1ty @Mike_Hunt_Sr Imagine actually playing the underlying and not the stupid ETFs that don't actually work like GBTC" [X Link](https://x.com/k3ithmccullough/status/1745155499794792658) 2024-01-10T18:47Z [----] followers, [--] engagements "Bill the Annual Investor meeting is on the 8th please the team needs you Also why does my fidelity account say I own PSHZF when I bought on Euronext shouldn't Pershing care about the broker differentiation of official and unofficial shareholders for the redomiciling process I thought to do one more post about the @NeriOxman Business Insider story in the hopes of its rapid resolution. In this post I share the entire story including many new facts that we have learned in the last [--] hours and hold nothing back from the public domain including I thought to do one more post about the @NeriOxman" [X Link](https://x.com/k3ithmccullough/status/1745323557561721104) 2024-01-11T05:55Z [----] followers, [---] engagements ""The stock market is up because I'm leading the polls" @Mike_Hunt_Sr I didn't even think about this Asked about his comment that he's rooting for an economic crash during the next [--] months Trump says he didn't say the thing he's on tape saying https://t.co/WPmzyjcbJ5 Asked about his comment that he's rooting for an economic crash during the next [--] months Trump says he didn't say the thing he's on tape saying https://t.co/WPmzyjcbJ5" [X Link](https://x.com/k3ithmccullough/status/1745326121866965043) 2024-01-11T06:05Z [----] followers, [---] engagements "Compound [----] with a monthly contribution of [---] by 6% annually over [--] years The Roth IRA bros are getting annoying af lately. FFS its only $6500 a year. Yeah its a nice tax free tool to grow your money but its likely not going to be a large part of your wealth in the end. The Roth IRA bros are getting annoying af lately. FFS its only $6500 a year. Yeah its a nice tax free tool to grow your money but its likely not going to be a large part of your wealth in the end" [X Link](https://x.com/anyuser/status/1745453454154486139) 2024-01-11T14:31Z [--] followers, [---] engagements "Between CPI BTC ETFs Mester and long bond auction this is the most interesting day I've seen since week of 10/30" [X Link](https://x.com/k3ithmccullough/status/1745541872305508459) 2024-01-11T20:23Z [----] followers, [---] engagements "@ropirito The parts of GOOG is important mostly devices iirc like fitbit" [X Link](https://x.com/k3ithmccullough/status/1745545866964865510) 2024-01-11T20:39Z [----] followers, [---] engagements "@psyopcapital [----] seems good but idk too much" [X Link](https://x.com/k3ithmccullough/status/1745662577542078761) 2024-01-12T04:22Z [----] followers, [---] engagements "I cannot stand this Congress Share Message - Progressive Democrats fume over Houthi strikes as Republicans offer rare praise" [X Link](https://x.com/k3ithmccullough/status/1745902954899505437) 2024-01-12T20:17Z [----] followers, [--] engagements "@distressedbets @FrankieFF_ Word Frankie please make tiktok critiques a regular thing" [X Link](https://x.com/k3ithmccullough/status/1745912082493587824) 2024-01-12T20:54Z [----] followers, [--] engagements "Citi said the recent devaluation of the Argentine peso had wiped out $880 million of the most-recent quarters revenue" [X Link](https://x.com/k3ithmccullough/status/1745919735609352643) 2024-01-12T21:24Z [----] followers, [---] engagements "I'm sure @rcwhalen noticed that $JPM took the charge on selling underwater treasuries and $BAC didn't @JackFarley96 @profplum99" [X Link](https://x.com/k3ithmccullough/status/1745922506463027528) 2024-01-12T21:35Z [----] followers, [---] engagements "@layercake_cap What's the risk management on this" [X Link](https://x.com/k3ithmccullough/status/1745927875524477237) 2024-01-12T21:56Z [----] followers, [--] engagements "Holy L batman Share Message - Donald Trump asked to pay NY Times nearly $400000 in legal costs" [X Link](https://x.com/k3ithmccullough/status/1745936063166615859) 2024-01-12T22:29Z [----] followers, [---] engagements "You are wrong that MSTR is the most liquid BTC option in the market place. $GBTC has Avg Volume (3m) 6.18M $MSTR has Avg Volume (3m) 1.14M Also even though you are correct that $MSTR has no fees the amount you are being diluted each year is far larger than any fee @billfour" [X Link](https://x.com/k3ithmccullough/status/1745940257525166109) 2024-01-12T22:46Z [----] followers, [---] engagements "@michaelsantoli your guest was stating non truths on air I appreciate you pointing out you do not want to be a buyer at a premium to intrinsic value" [X Link](https://x.com/k3ithmccullough/status/1745940258649166316) 2024-01-12T22:46Z [----] followers, [--] engagements "@kate10010 Yeah I think he was probably unpopular as a child and now he's a rockstar" [X Link](https://x.com/k3ithmccullough/status/1746215213672608126) 2024-01-13T16:58Z [----] followers, [--] engagements "@MetacriticCap If you watched the interview you would know he is macro hedging rn" [X Link](https://x.com/k3ithmccullough/status/1746285317483626579) 2024-01-13T21:37Z [----] followers, [--] engagements "@EnergyCynic π¦ π¦ π¦ RAHH GUYANA RAHHπ¦ π¦ π¦ " [X Link](https://x.com/k3ithmccullough/status/1746286252989530609) 2024-01-13T21:41Z [----] followers, [--] engagements "@dfduartedf @CCM_Brett Luxury fashion" [X Link](https://x.com/k3ithmccullough/status/1746946125448286680) 2024-01-15T17:23Z [----] followers, [--] engagements "@nope_its_lily Bull steepen" [X Link](https://x.com/k3ithmccullough/status/1747032779894726658) 2024-01-15T23:07Z [----] followers, [---] engagements "Any body got some nice $SAVE long thesis I can cathartically enjoy Lots of people be needing to $SAVE their marriage this week https://t.co/qplXIYzMZP Lots of people be needing to $SAVE their marriage this week https://t.co/qplXIYzMZP" [X Link](https://x.com/k3ithmccullough/status/1747328555338408382) 2024-01-16T18:42Z [----] followers, [---] engagements "@stevehouf So the QRA is a balance sheet announcement to you" [X Link](https://x.com/k3ithmccullough/status/1747814336347734386) 2024-01-18T02:53Z [----] followers, [---] engagements "Long $GS Short $MS is interesting" [X Link](https://x.com/k3ithmccullough/status/1748042856277627205) 2024-01-18T18:01Z [----] followers, [---] engagements "@TheTranscript_ @DisruptorStocks $CMA is largest commercial focused so should be interesting $KEY getting killed post report" [X Link](https://x.com/k3ithmccullough/status/1748063996077375929) 2024-01-18T19:25Z [----] followers, [--] engagements "This should not be surprising to the US foreign policy makers he has only one path to remain in power and it is the more destructive one Share Message - Netanyahu publicly rejects US push for Palestinian state" [X Link](https://x.com/k3ithmccullough/status/1748163787796955456) 2024-01-19T02:01Z [----] followers, [---] engagements "@Mike_Hunt_Sr Nah everyone actually isn't long enough imagine how the people who sold apple below [---] feel if this thing keeps going" [X Link](https://x.com/k3ithmccullough/status/1748418424659673189) 2024-01-19T18:53Z [----] followers, [---] engagements "@ferniepad He's bragging he was long other countries indices that are underperforming SPY and QQQ because they were up1%" [X Link](https://x.com/k3ithmccullough/status/1748422527980880019) 2024-01-19T19:09Z [----] followers, [--] engagements "@howtoswingtrade @potter_stocks Recording on YouTube" [X Link](https://x.com/anyuser/status/1748423533137428582) 2024-01-19T19:13Z [--] followers, [--] engagements "@McFranchisee That drop has to do with GLP-1 weight loss drug affected multiple equities like coca cola and $QSR which I have exposure to" [X Link](https://x.com/k3ithmccullough/status/1748556175417778221) 2024-01-20T04:00Z [----] followers, [--] engagements "Share Message - Eisenkot: Key Israeli war leader challenges Netanyahu over Gaza strategy" [X Link](https://x.com/k3ithmccullough/status/1748559404322930831) 2024-01-20T04:13Z [----] followers, [--] engagements "Share Message - March for Life: Anti-abortion movement stalls as election year politics loom" [X Link](https://x.com/k3ithmccullough/status/1748568529341747322) 2024-01-20T04:49Z [----] followers, [---] engagements "@nope_its_lily $HLT $QSR" [X Link](https://x.com/k3ithmccullough/status/1748835936345919539) 2024-01-20T22:32Z [----] followers, [--] engagements "@willbobgill You shouldnt really trust any body I have nothing to profit from anyone listening to me or not Keith needs people to listen to him so he will say whatever. Do you think Keith would ever tell anyone to go buy an index fund for the next year to outperform" [X Link](https://x.com/k3ithmccullough/status/1749124733159830001) 2024-01-21T17:40Z [----] followers, [--] engagements "Share Message - Nikki Haley finally gets her solo showdown with Donald Trump in New Hampshire" [X Link](https://x.com/k3ithmccullough/status/1749479422237741525) 2024-01-22T17:09Z [----] followers, [--] engagements "Why are we not long $AXP" [X Link](https://x.com/k3ithmccullough/status/1749602904166510798) 2024-01-23T01:20Z [----] followers, [---] engagements "Exciting to see American strikes FTX and China stock package tonight" [X Link](https://x.com/k3ithmccullough/status/1749632261907984430) 2024-01-23T03:16Z [----] followers, [---] engagements "Anyone trying to quote the stock market for Fed Funds reasoning is a π© @notwrongearly Did I say that No I did not. Also the stock market is irrelevant. @notwrongearly Did I say that No I did not. Also the stock market is irrelevant" [X Link](https://x.com/k3ithmccullough/status/1750016501493502375) 2024-01-24T04:43Z [----] followers, [---] engagements "@jedimarkus77 Ah yes the classic small business roundtable where they discuss federal banking regulations" [X Link](https://x.com/k3ithmccullough/status/1750271886410301527) 2024-01-24T21:38Z [----] followers, [--] engagements "Bro wants deflation @NickTimiraos people dont give a shit about PCE they care about absolute prices. and they need to come down. https://t.co/agC5R2gMTb @NickTimiraos people dont give a shit about PCE they care about absolute prices. and they need to come down. https://t.co/agC5R2gMTb" [X Link](https://x.com/k3ithmccullough/status/1750949923829219467) 2024-01-26T18:32Z [----] followers, [---] engagements "@gammapapi Not unless we care about [--] year PCE" [X Link](https://x.com/k3ithmccullough/status/1750981269469425664) 2024-01-26T20:37Z [----] followers, [---] engagements "@realBearish She manages a [--] billion pe fund" [X Link](https://x.com/k3ithmccullough/status/1751452275178877336) 2024-01-28T03:48Z [----] followers, [--] engagements "@stevehouf @BobEUnlimited Steve wouldn't higher amount of bills translate to higher yield on bills translate to faster rrp drainage and faster progression to reserves being at a level where Fed would prefer balance sheet runoff to run slower" [X Link](https://x.com/k3ithmccullough/status/1752185757111120048) 2024-01-30T04:23Z [----] followers, [---] engagements "Why are we not long seed technology $CTVA $FMC" [X Link](https://x.com/k3ithmccullough/status/1752381634337554890) 2024-01-30T17:21Z [----] followers, [---] engagements "@ptuomov @cameron19460429 I would think 30k kind of low 80k not" [X Link](https://x.com/k3ithmccullough/status/1752525256579764659) 2024-01-31T02:52Z [----] followers, [--] engagements "2024 Performance as of 31/1/2024 S&P 500: 1.68% Individual: (2.15%) Roth IRA: 2.21% Interesting month made some obvious mistakes about allocation and positioning. The Individual is struggling due to it being full of rates trades like materials regional banks Office Reits etc" [X Link](https://x.com/k3ithmccullough/status/1753112499204116927) 2024-02-01T17:46Z [----] followers, [---] engagements "What does it imply about the political vulnerabilities of Donald Trump that some of his wing men are saying he might lose the [----] election because of Taylor Swift via @WSJopinion" [X Link](https://x.com/k3ithmccullough/status/1753132987401527512) 2024-02-01T19:07Z [----] followers, [--] engagements "@botticellibimbo So would you say consumer confidence is low despite wage increases" [X Link](https://x.com/k3ithmccullough/status/1753907528772002099) 2024-02-03T22:25Z [----] followers, 21.7K engagements "@AmericanOnline0 Inflation would go up" [X Link](https://x.com/k3ithmccullough/status/1754164013762568386) 2024-02-04T15:24Z [----] followers, [--] engagements "Rolex Submariner Date @dominicdeecoco" [X Link](https://x.com/k3ithmccullough/status/1754370589769318810) 2024-02-05T05:05Z [----] followers, [---] engagements "@middlemarketmac thats cuz youre not working class" [X Link](https://x.com/k3ithmccullough/status/1754940890764767619) 2024-02-06T18:51Z [----] followers, [---] engagements "@jedimarkus77 Another cme product less liquid that the etf π₯³" [X Link](https://x.com/k3ithmccullough/status/1754958205984153804) 2024-02-06T20:00Z [----] followers, [--] engagements "@Citrini7 Thoughts on ARM" [X Link](https://x.com/k3ithmccullough/status/1755810354280489421) 2024-02-09T04:26Z [----] followers, [---] engagements "@nope_its_lily You told us to sell [--] weeks ago" [X Link](https://x.com/k3ithmccullough/status/1755831370608177280) 2024-02-09T05:49Z [----] followers, [----] engagements "@nope_its_lily At a higher price than you gloated about selling lol" [X Link](https://x.com/k3ithmccullough/status/1755832257116361098) 2024-02-09T05:53Z [----] followers, [----] engagements "I think people aren't ready for $AAPL management to completely own on device AI AiPhone" [X Link](https://x.com/k3ithmccullough/status/1756807625415512133) 2024-02-11T22:29Z [----] followers, [---] engagements "$MRVL is such a strange stock" [X Link](https://x.com/k3ithmccullough/status/1757069964534534529) 2024-02-12T15:51Z [----] followers, [---] engagements "$NVDA now bigger than $GOOG or $AMZN 4th biggest co in the world" [X Link](https://x.com/k3ithmccullough/status/1757070862392369538) 2024-02-12T15:55Z [----] followers, [---] engagements "π€£ New filing for the KraneShares Hedgeye Hedged Equity ETF which will hold large caps and then use Hedgeyes Risk Range signals to determine whether to buy and/or sell European-style put and call options. Something like that. ht @Todd_Sohn https://t.co/1yUeDh8KfD New filing for the KraneShares Hedgeye Hedged Equity ETF which will hold large caps and then use Hedgeyes Risk Range signals to determine whether to buy and/or sell European-style put and call options. Something like that. ht @Todd_Sohn https://t.co/1yUeDh8KfD" [X Link](https://x.com/k3ithmccullough/status/1757215111960236416) 2024-02-13T01:28Z [----] followers, [---] engagements "@irbezek @FishtownCap $HRL Well Run Company" [X Link](https://x.com/k3ithmccullough/status/1757244962146504952) 2024-02-13T03:27Z [----] followers, [---] engagements "@BickerinBrattle @Citrini7 Ok but you will not be able to prove someone wrong as a poser or a bullshit artist unless you present a case with strong evidence. Usually you just say someone doesn't understand something as well as you do" [X Link](https://x.com/k3ithmccullough/status/1757247404871491656) 2024-02-13T03:36Z [----] followers, [---] engagements "Down [--] Market's gonna bid it doesn't care. Market's gonna bid it doesn't care" [X Link](https://x.com/k3ithmccullough/status/1757476416189296792) 2024-02-13T18:46Z [----] followers, [---] engagements "@nope_its_lily Good thread Lily do you think fiscal dominance is the only reason for yields to go higher this year" [X Link](https://x.com/k3ithmccullough/status/1757575375054409970) 2024-02-14T01:19Z [----] followers, [---] engagements "@nope_its_lily But Fed does not care about growth only jobs. Are you looking at correlation between job numbers and yields" [X Link](https://x.com/k3ithmccullough/status/1757576278230606188) 2024-02-14T01:23Z [----] followers, [--] engagements "@nope_its_lily That makes sense this analysis is also complicated if we assume that fiscal is driving growth it becomes hard to tell which is simply correlated and which is causative Probably a mix of both" [X Link](https://x.com/k3ithmccullough/status/1757577411024015636) 2024-02-14T01:28Z [----] followers, [--] engagements "The world will judge our inability to honor our promises to our allies Share Message - Ukraine Russia war: US warns Avdiivka could fall" [X Link](https://x.com/k3ithmccullough/status/1758335449163006291) 2024-02-16T03:40Z [----] followers, [---] engagements "Colombian equity market is so interesting" [X Link](https://x.com/k3ithmccullough/status/1759450461839515676) 2024-02-19T05:30Z [----] followers, [--] engagements "@ohiopylecoffee cheapest equity market in the world by some measures not as broken as other countries" [X Link](https://x.com/k3ithmccullough/status/1760006889604296789) 2024-02-20T18:21Z [----] followers, [--] engagements "@w_duby @biancoresearch @donnelly_brent yes it does if stocks go down 20% because of non financial stability issues the fed does not care" [X Link](https://x.com/k3ithmccullough/status/1760074304153080237) 2024-02-20T22:49Z [----] followers, [--] engagements "@StockMarketNerd As you look into this could you compare to established names in the region already like $CIB $ITUB $BBD $BSBR etc" [X Link](https://x.com/k3ithmccullough/status/1761084580528816395) 2024-02-23T17:44Z [----] followers, [---] engagements "Share Message - Trump calls on Alabama to protect IVF treatment after court ruling" [X Link](https://x.com/k3ithmccullough/status/1761158153213800561) 2024-02-23T22:36Z [----] followers, [---] engagements "Share Message - Defeat to Donald Trump looms over Nikki Haley. So why stay in the race" [X Link](https://x.com/k3ithmccullough/status/1761398449814073521) 2024-02-24T14:31Z [----] followers, [---] engagements "@tjnunamaker @TheStalwart @NNNIncome Checkout their acquisition of Carroll's this year to see how serious they are" [X Link](https://x.com/k3ithmccullough/status/1761818410105634994) 2024-02-25T18:20Z [----] followers, [---] engagements "@godcomplex96 What teams you running Seraphine headline" [X Link](https://x.com/k3ithmccullough/status/1761847990988247466) 2024-02-25T20:17Z [----] followers, [--] engagements "@Dynamicbrands Someone needs to make an Arkk liquidity fund to front run her" [X Link](https://x.com/k3ithmccullough/status/1762225577031770306) 2024-02-26T21:18Z [----] followers, [--] engagements "@MatthewLennig People believing Elon's lies was a low interest rate phenomenon" [X Link](https://x.com/k3ithmccullough/status/1762908125491826996) 2024-02-28T18:30Z [----] followers, [---] engagements "Going through my fidelity tax report from last year was nauseating so many bad trades" [X Link](https://x.com/k3ithmccullough/status/1762937864961049068) 2024-02-28T20:28Z [----] followers, [---] engagements "@kate10010 Social media has changed things to be more isolated" [X Link](https://x.com/k3ithmccullough/status/1763395751004995983) 2024-03-01T02:48Z [----] followers, [--] engagements "2024 Performance as of 29/2/2024 1m S&P 500: +5.34% Individual: +2.66% Roth IRA: +12.24% YTD S&P 500: +7.11% Individual: +0.45% Roth IRA: +14.71% [----] Performance as of 31/1/2024 S&P 500: 1.68% Individual: (2.15%) Roth IRA: 2.21% Interesting month made some obvious mistakes about allocation and positioning. The Individual is struggling due to it being full of rates trades like materials regional banks Office Reits etc [----] Performance as of 31/1/2024 S&P 500: 1.68% Individual: (2.15%) Roth IRA: 2.21% Interesting month made some obvious mistakes about allocation and positioning. The Individual" [X Link](https://x.com/k3ithmccullough/status/1763586008740684201) 2024-03-01T15:24Z [----] followers, [---] engagements "Issues this month related to preNVDA earnings hedging slippage in both accounts Individual account has had major issues not being positioned correctly to capture upside after entering the year wrong footed going to continue to try and shift the posture and composition" [X Link](https://x.com/k3ithmccullough/status/1763586011165032788) 2024-03-01T15:24Z [----] followers, [--] engagements "@layercake_cap VIX futures are the hardest to understand" [X Link](https://x.com/k3ithmccullough/status/1763770950267408449) 2024-03-02T03:38Z [----] followers, [--] engagements "@JackFarley96 @KingFinanceTV not going to fail today anyway its usually the friday of something like this" [X Link](https://x.com/k3ithmccullough/status/1765430995493208098) 2024-03-06T17:35Z [----] followers, [---] engagements "As is the case with other social media platforms TikTok is banned in China. Share Message - China says TikTok ban would 'come back to bite' the US" [X Link](https://x.com/k3ithmccullough/status/1767894942951563500) 2024-03-13T12:46Z [----] followers, [---] engagements "Share Message - Top Democrat Chuck Schumer calls for new Israel election as rift grows" [X Link](https://x.com/k3ithmccullough/status/1768509593901052001) 2024-03-15T05:28Z [----] followers, [--] engagements "Share Message - Judge rejects Trump motion to dismiss classified documents case" [X Link](https://x.com/k3ithmccullough/status/1768509942074425793) 2024-03-15T05:30Z [----] followers, [---] engagements "@iknownoothing WGMI" [X Link](https://x.com/k3ithmccullough/status/1769555609815323076) 2024-03-18T02:45Z [----] followers, [---] engagements "@realBearish Hitachi" [X Link](https://x.com/k3ithmccullough/status/1769875865343549829) 2024-03-18T23:57Z [----] followers, [--] engagements "@BluthCapital Congrats you've done more math than the management is capable of" [X Link](https://x.com/k3ithmccullough/status/1769935105718440159) 2024-03-19T03:53Z [----] followers, [--] engagements "@jedimarkus77 I was a broke college student when that happened and chipotle was the only local non fried food I could afford Wish I had money to dump in that stock at the time and I remember I told this silver haired man about my idea" [X Link](https://x.com/k3ithmccullough/status/1770215365571674418) 2024-03-19T22:26Z [----] followers, [---] engagements "Who could have guessed $ASMC https://www.wsj.com/science/physics/superconductor-scientist-engaged-in-research-misconduct-probe-finds-d692898cmod=hp_lead_pos10 https://www.wsj.com/science/physics/superconductor-scientist-engaged-in-research-misconduct-probe-finds-d692898cmod=hp_lead_pos10" [X Link](https://x.com/k3ithmccullough/status/1770459696152895818) 2024-03-20T14:37Z [----] followers, [---] engagements "When is 4chan going public Its pretty cool you can make a no profit open source forum website and sell your shares to dumb greedy people for $9 billion Its pretty cool you can make a no profit open source forum website and sell your shares to dumb greedy people for $9 billion" [X Link](https://x.com/k3ithmccullough/status/1770901413763182651) 2024-03-21T19:52Z [----] followers, [---] engagements "Job hunt so depressing I'm going to start walking Uber eats deliveries around Manhattan" [X Link](https://x.com/k3ithmccullough/status/1771060815380054416) 2024-03-22T06:26Z [----] followers, [---] engagements "@dominicdeecoco Rolltide" [X Link](https://x.com/k3ithmccullough/status/1771373691567476822) 2024-03-23T03:09Z [----] followers, [--] engagements "My last two braincells during the fixed income final https://t.co/HvmGEf9rwT https://t.co/HvmGEf9rwT" [X Link](https://x.com/k3ithmccullough/status/1771752197174227431) 2024-03-24T04:13Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@k3ithmccullough Not Keith McCulloughNot Keith McCullough posts on X about $lmt, $lulu, tariffs, $nke the most. They currently have [-----] followers and [----] posts still getting attention that total [----------] engagements in the last [--] hours.
Social category influence stocks finance countries cryptocurrencies fashion brands technology brands social networks automotive brands travel destinations celebrities
Social topic influence $lmt, $lulu, tariffs, $nke, inflation, $qsr, fed, $deck, money, meta
Top accounts mentioned or mentioned by @thestalwart @citrini7 @billackman @pythiar @tdarling1 @jedimarkus77 @sounddobad @nopeitslily @kkmaway @coorslightceo @nicktimiraos @taobanker @vaidotassegenis @stevehouf @mattjmcclintock @supbagholder @stockmarketnerd @warrenpies @mikehuntsr @blondesnmoney
Top assets mentioned Limitus (LMT) Lululemon Athletica Inc (LULU) Nike Inc (NKE) Restaurant Brands International Inc. (QSR) Deckers Outdoor, Corp. (DECK) Canadian Pacific Railway (CP) Adobe, Inc. (ADBE) Metadium (META) GammaSwap (GS) Morningstar, Inc. (MORN) S&P Global Inc (SPGI) Lockheed Martin Corporation (LMT) Raytheon Technologies Corp (RTX) Northrop Grumman Corporation (NOC) Capital One Financial Corp. (COF) Palantir Technologies Inc. (PLTR) Moody's Corporation (MCO) Crocs, Inc. (CROX) General Dynamics Corporation (GD) Wells Fargo & Co (WFC) Apple, Inc. (AAPL) Starbucks Corporation (SBUX) Tesla, Inc. (TSLA) Premia (PREMIA)
Top posts by engagements in the last [--] hours
"Indices really going to shrug today off huh $AMZN $SNAP $PINS $SHOP"
X Link 2022-02-03T21:28Z [----] followers, [--] engagements
"The most painful chart I own is $TLT and I'm saying that as a Meta Platforms () shareholder Being a bond bull hurts"
X Link 2022-02-06T03:56Z [----] followers, [--] engagements
"All Time Highs in $NOC $RTX $GD I've owned Raytheon since Fall of [----] as a simultaneous play on air travel coming back (they make a large amount of components for airplanes) no matter who won the American election it would be pro-defense and it was not receiving credit for"
X Link 2022-02-28T21:35Z [----] followers, [--] engagements
"$SPGI is a very interesting and strange company"
X Link 2022-04-09T07:02Z [----] followers, [--] engagements
"Great thread thank you Anytime a fund blows up should try to go over risk management principles Two years ago SBF wrote a thread on bet size and Kelly betting. I questioned him on it. He engaged with me. Lets take a look at this thread and SBFs views on bet sizing in light of the events with FTX and Alameda this week. Two years ago SBF wrote a thread on bet size and Kelly betting. I questioned him on it. He engaged with me. Lets take a look at this thread and SBFs views on bet sizing in light of the events with FTX and Alameda this week"
X Link 2022-11-11T18:26Z [----] followers, [--] engagements
"Bought back my short banks $WFC $XLF $KRE Free up some powder as they had a big move already"
X Link 2022-12-09T15:19Z [----] followers, [--] engagements
"Ofc I didn't size enough into $FWONK @ 59.40"
X Link 2023-01-07T01:13Z [----] followers, [---] engagements
"@spaghettilisbon Do you own $fwonk"
X Link 2023-03-03T14:56Z [----] followers, [---] engagements
"@spaghettilisbon Only one @lord_fed"
X Link 2023-03-03T15:06Z [----] followers, [---] engagements
"Bought some $vixm into the close on a lark"
X Link 2023-03-03T21:02Z [----] followers, [---] engagements
"3) However the $MOVE index (a volatility indicator for the Bond Market) is at very high levels This is something to be careful about as Vai shows here https://x.com/VaidotasSegenis/status/1639718070569631745 $MOVE [-------] - [-------] short-term [-------] - [-------] longer-term Bullish trend @myfractalrange Have a great weekend https://x.com/VaidotasSegenis/status/1639718070569631745 $MOVE [-------] - [-------] short-term [-------] - [-------] longer-term Bullish trend @myfractalrange Have a great weekend"
X Link 2023-03-26T22:49Z [----] followers, [---] engagements
"Also added some $EOG"
X Link 2023-04-12T20:15Z [----] followers, [---] engagements
"Shorting $GS"
X Link 2023-05-15T16:11Z [--] followers, [--] engagements
"@eliant_capital Short $GS"
X Link 2023-05-17T00:34Z [----] followers, [--] engagements
"Anyone own credit card equities Particularly $cof $dfs"
X Link 2023-05-17T02:45Z [----] followers, [---] engagements
"@ValueStockGeek @Value_econ Just hedge TSM with some defense primes and you're all good"
X Link 2023-05-25T12:46Z [----] followers, [--] engagements
"$GS Exclusive: Bank Prepares Another Round of Layoffs Amid Deal Drought"
X Link 2023-05-31T04:32Z [----] followers, [--] engagements
"Haven't been doing this but my positions are mostly the same just took down Russel shorts and $gs shorts Qs still ripping me Weekly Portfolio Update for week ending 20/5/23 Rough week was positioned for Dollar and Yields to go up together but was not positioned for Tech to not care Will see how correlations move this week to decide if to realize losses Weekly Portfolio Update for week ending 20/5/23 Rough week was positioned for Dollar and Yields to go up together but was not positioned for Tech to not care Will see how correlations move this week to decide if to realize losses"
X Link 2023-06-05T02:15Z [----] followers, [---] engagements
"Shorted some $COF here"
X Link 2023-06-07T15:26Z [----] followers, [---] engagements
"Again too busy to update this but same positions with added $COF short @ [---] Probably down 8% ytd Haven't been doing this but my positions are mostly the same just took down Russel shorts and $gs shorts Qs still ripping me Haven't been doing this but my positions are mostly the same just took down Russel shorts and $gs shorts Qs still ripping me"
X Link 2023-06-11T23:02Z [----] followers, [---] engagements
"Intern szn at the midtown chipotle"
X Link 2023-06-13T17:03Z [----] followers, [---] engagements
"Also covered half of my $COF for +6%"
X Link 2023-06-23T17:17Z [----] followers, [---] engagements
"@ohiopylecoffee Labor market is main driver of inflation [---] if it happens"
X Link 2023-06-24T03:27Z [----] followers, [--] engagements
"@ohiopylecoffee Ok I'm not too sure if I understand your argument on if commodity supplies were interrupted why it wouldn't impact inflation but I did appreciate the conversation π€"
X Link 2023-06-24T04:05Z [----] followers, [--] engagements
"@hmeisler Can you do $GS Interesting chart with all the news they constantly have"
X Link 2023-06-24T15:06Z [----] followers, [---] engagements
"$GS would suffer the worst credit card losses of the major banks in the Fed Stress test of a severely adverse environment"
X Link 2023-06-28T20:48Z [----] followers, [---] engagements
"@the_P_God @spooky_JL Watching succession makes me an expert on $NWSA equity tranche"
X Link 2023-08-21T01:58Z [----] followers, [--] engagements
"@the_P_God *I'm on career sites applying for positions"
X Link 2023-08-24T16:30Z [----] followers, [--] engagements
"My futures professor thinks Michael Burry invented MBS CDS"
X Link 2023-09-07T00:05Z [----] followers, [----] engagements
"No one is really bearish but this price action is complete garbage"
X Link 2023-09-09T02:44Z [----] followers, [---] engagements
"@r3surr3ctm3 Are September's usually bullish for yields dollar oil inflation and Fed funds rates"
X Link 2023-09-09T03:09Z [----] followers, [--] engagements
"Is $TTWO the best micro transactions company in the world Or am I looking at this company wrong"
X Link 2023-09-10T15:03Z [----] followers, [---] engagements
"@tdarling1 @ClevelandFed I personally think that is what is going to happen If cpi after this comes in weaker then it will be tough"
X Link 2023-09-10T15:36Z [----] followers, [--] engagements
"@taobanker Zynga buy was such a weird one though"
X Link 2023-09-15T20:40Z [----] followers, [--] engagements
"Higher bond yields don't matter if GDP prints hot Thursday. Growth keep equities bid until it doesn't"
X Link 2023-09-25T18:30Z [----] followers, [--] engagements
"BBC News - Evergrande: Anxious Chinese home buyers reel from crisis"
X Link 2023-09-30T15:27Z [----] followers, [--] engagements
"@GfI_Himmelreich This guy is bullish oil equities dollar and yields"
X Link 2023-10-02T16:54Z [----] followers, [--] engagements
"Never thought I'd see the day where Staples and Utilities are getting murdered while ARKK is green"
X Link 2023-10-05T20:29Z [----] followers, [---] engagements
"Saudi Arabia Willing to Raise Oil Output to Help Secure Israel Deal"
X Link 2023-10-07T15:36Z [----] followers, [---] engagements
"@Mike_Hunt_Sr We know you follow wall street silver for trade ideas"
X Link 2023-10-07T20:56Z [----] followers, [---] engagements
"Bank earnings should shit the bed"
X Link 2023-10-10T15:06Z [----] followers, [---] engagements
"Bankman-Fried said there was a 5% chance he would become president one day Ellison testified"
X Link 2023-10-10T21:46Z [----] followers, [---] engagements
"@Michigandolf Would recommend Jung to learn more about how our ancient beliefs can be used to unlock future potential"
X Link 2023-10-15T22:28Z [----] followers, [---] engagements
"@GavinSBaker $ko looks interesting"
X Link 2023-10-16T14:14Z [----] followers, [----] engagements
"IMO articles like this are why WSJ is the best never seen an article with this amount of information on cartel Mexicos Sinaloa cartel the leading exporter of fentanyl to the U.S. has banned trafficking of the opioid amid intense U.S. pressure via @WSJ"
X Link 2023-10-16T18:02Z [----] followers, [--] engagements
"@JFilastin @clockworkwhale @ArmchairW Not a Zionist just a guy on twitter that knows you don't know shit about explosive devices and didn't LARP as an EOD expert until yesterday"
X Link 2023-10-19T03:30Z [----] followers, [--] engagements
"@1Voltarox @clockworkwhale @ArmchairW Google it"
X Link 2023-10-19T03:32Z [----] followers, [---] engagements
"@TakeSpecialist @JFilastin @clockworkwhale @ArmchairW They didn't say they would bomb it The Israel condemnations were not from NATO leaders"
X Link 2023-10-19T05:04Z [----] followers, [--] engagements
"@TakeSpecialist @JFilastin @clockworkwhale @ArmchairW The doctor didn't mention anything about bomb warnings from Israel Those NATO countries did not condemn Israel but all bombing of hospitals"
X Link 2023-10-19T05:17Z [----] followers, [--] engagements
"@TakeSpecialist @JFilastin @clockworkwhale @ArmchairW I don't trade penny stocks"
X Link 2023-10-19T05:21Z [----] followers, [--] engagements
"@tdarling1 Checkout $ibdq"
X Link 2023-10-19T15:36Z [----] followers, [--] engagements
"@tdarling1 Sorry $ibtf"
X Link 2023-10-19T15:37Z [----] followers, [--] engagements
"@kgreifeld I will only answer this on Real Yield"
X Link 2023-10-19T15:47Z [----] followers, [--] engagements
"BBC News - Ukraine war: Kyiv troop build-up reported across Dnipro river"
X Link 2023-10-20T03:44Z [----] followers, [---] engagements
"BBC News - Saudi prince slams Hamas Israel and the West"
X Link 2023-10-21T01:23Z [----] followers, [---] engagements
"@paungier @tdarling1 Gotta check to make sure those aren't callable or have other options in them pat very rare to see straight term fixed income out yield treasuries"
X Link 2023-10-21T04:37Z [----] followers, [---] engagements
"Braindead leaders BBC News - US politician Jeff Wilson arrested on Hong Kong gun charge"
X Link 2023-10-24T18:32Z [----] followers, [---] engagements
"Huge week potential yield curve control tweak from the Bank of Japan FOMC meeting an update on the US Treasury's appetite for debt (which kicked off the selling in August) potential market moving earnings from some very heavily weighted companies and an important jobs print"
X Link 2023-10-29T23:43Z [----] followers, [---] engagements
"@SleepwellCap @FoolAllTheTime Vf corp"
X Link 2023-10-31T14:47Z [----] followers, [---] engagements
"@hmeisler $DECK pump"
X Link 2023-10-31T17:56Z [----] followers, [--] engagements
"@Larryjamieson_ $RTX $GD"
X Link 2023-11-04T14:16Z [----] followers, [---] engagements
"Does anyone have any views on owning $BX"
X Link 2023-11-18T05:36Z [----] followers, [---] engagements
"@froggytrade Colonoscopy paid π"
X Link 2023-11-21T15:50Z [----] followers, [--] engagements
"@VKMacro @Fullcarry Yeah I've been thinking very heavily of longing bx or other private equity firms"
X Link 2023-11-21T17:32Z [----] followers, [--] engagements
"@Stockspy1 How am I going to solve my timing problem if I don't have a timing solution"
X Link 2023-11-21T17:55Z [----] followers, [--] engagements
"@sherkhantx @ArmchairW @Molson_Hart Cuz they keep getting purged"
X Link 2023-12-01T21:31Z [----] followers, [---] engagements
"@its_l33o @GfI_Himmelreich @jfsrevg @TheKingCourt @3PeaksTrading @Quant_Kurtis @fs_insight @chasharris1025 @fkronawitter1 @howtoswingtrade @P123Finance @Crowded_Mkt_Rpt @TheShortBear @systvest @Stage_Analysis @themarketradar I was going to say Oil not reacting to quad [--] either"
X Link 2023-12-02T19:31Z [----] followers, [--] engagements
"@SupBagholder @CrusoniaC This is the first he's sold in a long time"
X Link 2023-12-05T19:07Z [----] followers, [---] engagements
"@Citrini7 Wouldn't BX benefit from rates like office reits"
X Link 2023-12-06T21:56Z [----] followers, [---] engagements
"@thepupil11 @dopamine_uptake @rhunterh @RealAssetsValue First IEP now this"
X Link 2023-12-07T03:34Z [----] followers, [---] engagements
"@CoorsLightCEO Ibkr has very clean balance sheet"
X Link 2023-12-07T14:26Z [----] followers, [--] engagements
"@zerohedge @Fullcarry Then why did you post a picture of reserve balances instead of the balance sheet you quoted as not shrinking"
X Link 2023-12-11T15:53Z [----] followers, [---] engagements
"@thebirdabides @Citrini7 Specifically banks that need to get bailed out of their shit balance sheet allocation like KEY imo"
X Link 2023-12-13T15:17Z [----] followers, [--] engagements
"@nunchukdave Better luck in the soap aisle"
X Link 2023-12-13T17:19Z [----] followers, [--] engagements
"@Larryjamieson_ Ok so buy office reits"
X Link 2023-12-14T05:05Z [----] followers, [---] engagements
"@TomKaz What would recession probability be if we ignore yield curve inversion"
X Link 2023-12-14T13:05Z [----] followers, [---] engagements
"Why does $KEY even have analysts"
X Link 2023-12-14T13:31Z [----] followers, [---] engagements
"@Dr_Yield_Curve @WhatTheBit Same with pickles But fermented just means that while it is harder for bad bacteria to grow it is not impossible"
X Link 2023-12-15T20:55Z [----] followers, [--] engagements
"@Dr_Yield_Curve π«"
X Link 2023-12-17T16:26Z [----] followers, [--] engagements
"@PlugInFUD Theta"
X Link 2023-12-18T16:38Z [----] followers, [--] engagements
"@bootsiejones Favorite Chinese poet"
X Link 2023-12-20T01:43Z [----] followers, [--] engagements
"@Michigandolf @TrendSpider My trading goal is to trade for [--] minutes a day at the beach while golfing with hot babes in my Lamborghini"
X Link 2023-12-20T21:45Z [----] followers, [--] engagements
"@AaronRentfrew He was on Lolita Express He has never pushed back on his friendship with Epstein So was Bill Clinton Your retweets don't mean anything"
X Link 2023-12-21T19:28Z [----] followers, [--] engagements
"@Dr_Yield_Curve depends on where in the country"
X Link 2023-12-26T19:27Z [----] followers, [--] engagements
"Best way to lose money in [----] is to listen to the macro crackheads"
X Link 2023-12-31T03:03Z [----] followers, 28.2K engagements
"@CCM_Brett I read the substack they never mention assailability and they mention how luxury brands have to adapt to newer centers of economic wealth They also mention how Rolex is not an unassailable product because people will buy a Rolex and an AP Luxcos themselves are not unassailable"
X Link 2023-12-31T04:20Z [----] followers, [---] engagements
"@CCM_Brett That's like saying "I will buy this piece of clothing and it will never be out of fashion" Compare that to FICO There will never be a time when the majority of potential home buyers are going to say "I don't need a credit score to buy a house""
X Link 2023-12-31T04:23Z [--] followers, [---] engagements
"@PaulBieber @CCM_Brett There are multiple brands that do this There are also brands that could do the wait-list but instead simply increase the markup so that the scarcity is based on the exorbitant markup instead of a waitlist"
X Link 2024-01-01T07:31Z [----] followers, [---] engagements
"Share Message - Taiwan and China will 'surely be reunified' says Xi in New Year's Eve address"
X Link 2024-01-01T18:12Z [----] followers, [---] engagements
"@rhunterh The sardines are pretty gas though I ain't gonna lie"
X Link 2024-01-01T18:14Z [--] followers, [---] engagements
"@PaulBieber @CCM_Brett I am saying that Hermes is not a brand where you can close your eyes In [--] years they will be judged by how well they pivoted to south asian wealth centers and how they remained relevant to current styles. What if big handbags are out Will they come out with a miniBirkin"
X Link 2024-01-01T18:29Z [----] followers, [--] engagements
"@PaulBieber @CCM_Brett Brands that use scarcity and are not necessarily unassailable businesses Konesiegg Pagani Richard Mille AP Jacob & co Bugatti Maybach Pinnifarina Patek Philippe Dufour F.P. Journe Breguet Daniels London Rolls Royce Chanel Harry Winston Cartier Tiffany Van Cleef Piaget Hublot"
X Link 2024-01-01T18:44Z [----] followers, [---] engagements
"@marketplunger1 Citadel Securities"
X Link 2024-01-01T20:00Z [----] followers, [--] engagements
"@PaulBieber @CCM_Brett Wrong I have only listed companies that have waiting lists because of their scarcity like Hermes and Rolex If you are going to say these companies are not like Hermes Rolex and Ferrari at least do some research into them so you can come up with legitimate arguments why"
X Link 2024-01-01T21:09Z [----] followers, [--] engagements
"@bigdumb_baby Post pics of cat"
X Link 2024-01-01T22:15Z [----] followers, [----] engagements
"Share Message - Jimmy Lai: Hong Kong mogul pleads not guilty to national security crimes"
X Link 2024-01-02T05:58Z [----] followers, [---] engagements
"@benbakhshi I need to do more research but it seems as long as you buy about [--] years before any major corrections and there isn't a lot of crazy choppiness (as this increases tracking error) leveraged ETFs can actually be a very helpful addition when used with prudence"
X Link 2024-01-02T20:04Z [----] followers, [--] engagements
"@clueless_1337 @WallStCynic @greydel6 I view it as a levered BTC ETF with A LOT of bleed Rather just borrow money and buy btc at that point"
X Link 2024-01-02T20:24Z [----] followers, [---] engagements
"@Mike_Hunt_Sr Buy 0dte puts and calls sell whichever pops first plow profits into the other because it is guaranteed to hit and then put into short vix for safe yield in case there are bank failures"
X Link 2024-01-03T09:14Z [----] followers, [---] engagements
"@netcapgirl @_ali_taylor Why not VT for international exposure"
X Link 2024-01-03T19:52Z [----] followers, [---] engagements
"@W0rldViewer11 @netcapgirl @_ali_taylor Diversification is the number of stocks of which vt has [----] and voo has [---] You are speaking of concentration"
X Link 2024-01-03T23:23Z [----] followers, [--] engagements
"@kate10010 I only judge hedge fund performance on total returns"
X Link 2024-01-05T19:48Z [----] followers, [---] engagements
"March rate cut is on the table"
X Link 2024-01-05T20:07Z [--] followers, [--] engagements
"@rochonpapi Message him on the terminal"
X Link 2024-01-06T03:10Z [----] followers, [---] engagements
"@DeepDishEnjoyer WTF ur hacking"
X Link 2024-01-07T06:15Z [--] followers, [--] engagements
"@l1quid1ty @Mike_Hunt_Sr Imagine actually playing the underlying and not the stupid ETFs that don't actually work like GBTC"
X Link 2024-01-10T18:47Z [----] followers, [--] engagements
"Bill the Annual Investor meeting is on the 8th please the team needs you Also why does my fidelity account say I own PSHZF when I bought on Euronext shouldn't Pershing care about the broker differentiation of official and unofficial shareholders for the redomiciling process I thought to do one more post about the @NeriOxman Business Insider story in the hopes of its rapid resolution. In this post I share the entire story including many new facts that we have learned in the last [--] hours and hold nothing back from the public domain including I thought to do one more post about the @NeriOxman"
X Link 2024-01-11T05:55Z [----] followers, [---] engagements
""The stock market is up because I'm leading the polls" @Mike_Hunt_Sr I didn't even think about this Asked about his comment that he's rooting for an economic crash during the next [--] months Trump says he didn't say the thing he's on tape saying https://t.co/WPmzyjcbJ5 Asked about his comment that he's rooting for an economic crash during the next [--] months Trump says he didn't say the thing he's on tape saying https://t.co/WPmzyjcbJ5"
X Link 2024-01-11T06:05Z [----] followers, [---] engagements
"Compound [----] with a monthly contribution of [---] by 6% annually over [--] years The Roth IRA bros are getting annoying af lately. FFS its only $6500 a year. Yeah its a nice tax free tool to grow your money but its likely not going to be a large part of your wealth in the end. The Roth IRA bros are getting annoying af lately. FFS its only $6500 a year. Yeah its a nice tax free tool to grow your money but its likely not going to be a large part of your wealth in the end"
X Link 2024-01-11T14:31Z [--] followers, [---] engagements
"Between CPI BTC ETFs Mester and long bond auction this is the most interesting day I've seen since week of 10/30"
X Link 2024-01-11T20:23Z [----] followers, [---] engagements
"@ropirito The parts of GOOG is important mostly devices iirc like fitbit"
X Link 2024-01-11T20:39Z [----] followers, [---] engagements
"@psyopcapital [----] seems good but idk too much"
X Link 2024-01-12T04:22Z [----] followers, [---] engagements
"I cannot stand this Congress Share Message - Progressive Democrats fume over Houthi strikes as Republicans offer rare praise"
X Link 2024-01-12T20:17Z [----] followers, [--] engagements
"@distressedbets @FrankieFF_ Word Frankie please make tiktok critiques a regular thing"
X Link 2024-01-12T20:54Z [----] followers, [--] engagements
"Citi said the recent devaluation of the Argentine peso had wiped out $880 million of the most-recent quarters revenue"
X Link 2024-01-12T21:24Z [----] followers, [---] engagements
"I'm sure @rcwhalen noticed that $JPM took the charge on selling underwater treasuries and $BAC didn't @JackFarley96 @profplum99"
X Link 2024-01-12T21:35Z [----] followers, [---] engagements
"@layercake_cap What's the risk management on this"
X Link 2024-01-12T21:56Z [----] followers, [--] engagements
"Holy L batman Share Message - Donald Trump asked to pay NY Times nearly $400000 in legal costs"
X Link 2024-01-12T22:29Z [----] followers, [---] engagements
"You are wrong that MSTR is the most liquid BTC option in the market place. $GBTC has Avg Volume (3m) 6.18M $MSTR has Avg Volume (3m) 1.14M Also even though you are correct that $MSTR has no fees the amount you are being diluted each year is far larger than any fee @billfour"
X Link 2024-01-12T22:46Z [----] followers, [---] engagements
"@michaelsantoli your guest was stating non truths on air I appreciate you pointing out you do not want to be a buyer at a premium to intrinsic value"
X Link 2024-01-12T22:46Z [----] followers, [--] engagements
"@kate10010 Yeah I think he was probably unpopular as a child and now he's a rockstar"
X Link 2024-01-13T16:58Z [----] followers, [--] engagements
"@MetacriticCap If you watched the interview you would know he is macro hedging rn"
X Link 2024-01-13T21:37Z [----] followers, [--] engagements
"@EnergyCynic π¦
π¦
π¦
RAHH GUYANA RAHHπ¦
π¦
π¦
"
X Link 2024-01-13T21:41Z [----] followers, [--] engagements
"@dfduartedf @CCM_Brett Luxury fashion"
X Link 2024-01-15T17:23Z [----] followers, [--] engagements
"@nope_its_lily Bull steepen"
X Link 2024-01-15T23:07Z [----] followers, [---] engagements
"Any body got some nice $SAVE long thesis I can cathartically enjoy Lots of people be needing to $SAVE their marriage this week https://t.co/qplXIYzMZP Lots of people be needing to $SAVE their marriage this week https://t.co/qplXIYzMZP"
X Link 2024-01-16T18:42Z [----] followers, [---] engagements
"@stevehouf So the QRA is a balance sheet announcement to you"
X Link 2024-01-18T02:53Z [----] followers, [---] engagements
"Long $GS Short $MS is interesting"
X Link 2024-01-18T18:01Z [----] followers, [---] engagements
"@TheTranscript_ @DisruptorStocks $CMA is largest commercial focused so should be interesting $KEY getting killed post report"
X Link 2024-01-18T19:25Z [----] followers, [--] engagements
"This should not be surprising to the US foreign policy makers he has only one path to remain in power and it is the more destructive one Share Message - Netanyahu publicly rejects US push for Palestinian state"
X Link 2024-01-19T02:01Z [----] followers, [---] engagements
"@Mike_Hunt_Sr Nah everyone actually isn't long enough imagine how the people who sold apple below [---] feel if this thing keeps going"
X Link 2024-01-19T18:53Z [----] followers, [---] engagements
"@ferniepad He's bragging he was long other countries indices that are underperforming SPY and QQQ because they were up1%"
X Link 2024-01-19T19:09Z [----] followers, [--] engagements
"@howtoswingtrade @potter_stocks Recording on YouTube"
X Link 2024-01-19T19:13Z [--] followers, [--] engagements
"@McFranchisee That drop has to do with GLP-1 weight loss drug affected multiple equities like coca cola and $QSR which I have exposure to"
X Link 2024-01-20T04:00Z [----] followers, [--] engagements
"Share Message - Eisenkot: Key Israeli war leader challenges Netanyahu over Gaza strategy"
X Link 2024-01-20T04:13Z [----] followers, [--] engagements
"Share Message - March for Life: Anti-abortion movement stalls as election year politics loom"
X Link 2024-01-20T04:49Z [----] followers, [---] engagements
"@nope_its_lily $HLT $QSR"
X Link 2024-01-20T22:32Z [----] followers, [--] engagements
"@willbobgill You shouldnt really trust any body I have nothing to profit from anyone listening to me or not Keith needs people to listen to him so he will say whatever. Do you think Keith would ever tell anyone to go buy an index fund for the next year to outperform"
X Link 2024-01-21T17:40Z [----] followers, [--] engagements
"Share Message - Nikki Haley finally gets her solo showdown with Donald Trump in New Hampshire"
X Link 2024-01-22T17:09Z [----] followers, [--] engagements
"Why are we not long $AXP"
X Link 2024-01-23T01:20Z [----] followers, [---] engagements
"Exciting to see American strikes FTX and China stock package tonight"
X Link 2024-01-23T03:16Z [----] followers, [---] engagements
"Anyone trying to quote the stock market for Fed Funds reasoning is a π© @notwrongearly Did I say that No I did not. Also the stock market is irrelevant. @notwrongearly Did I say that No I did not. Also the stock market is irrelevant"
X Link 2024-01-24T04:43Z [----] followers, [---] engagements
"@jedimarkus77 Ah yes the classic small business roundtable where they discuss federal banking regulations"
X Link 2024-01-24T21:38Z [----] followers, [--] engagements
"Bro wants deflation @NickTimiraos people dont give a shit about PCE they care about absolute prices. and they need to come down. https://t.co/agC5R2gMTb @NickTimiraos people dont give a shit about PCE they care about absolute prices. and they need to come down. https://t.co/agC5R2gMTb"
X Link 2024-01-26T18:32Z [----] followers, [---] engagements
"@gammapapi Not unless we care about [--] year PCE"
X Link 2024-01-26T20:37Z [----] followers, [---] engagements
"@realBearish She manages a [--] billion pe fund"
X Link 2024-01-28T03:48Z [----] followers, [--] engagements
"@stevehouf @BobEUnlimited Steve wouldn't higher amount of bills translate to higher yield on bills translate to faster rrp drainage and faster progression to reserves being at a level where Fed would prefer balance sheet runoff to run slower"
X Link 2024-01-30T04:23Z [----] followers, [---] engagements
"Why are we not long seed technology $CTVA $FMC"
X Link 2024-01-30T17:21Z [----] followers, [---] engagements
"@ptuomov @cameron19460429 I would think 30k kind of low 80k not"
X Link 2024-01-31T02:52Z [----] followers, [--] engagements
"2024 Performance as of 31/1/2024 S&P 500: 1.68% Individual: (2.15%) Roth IRA: 2.21% Interesting month made some obvious mistakes about allocation and positioning. The Individual is struggling due to it being full of rates trades like materials regional banks Office Reits etc"
X Link 2024-02-01T17:46Z [----] followers, [---] engagements
"What does it imply about the political vulnerabilities of Donald Trump that some of his wing men are saying he might lose the [----] election because of Taylor Swift via @WSJopinion"
X Link 2024-02-01T19:07Z [----] followers, [--] engagements
"@botticellibimbo So would you say consumer confidence is low despite wage increases"
X Link 2024-02-03T22:25Z [----] followers, 21.7K engagements
"@AmericanOnline0 Inflation would go up"
X Link 2024-02-04T15:24Z [----] followers, [--] engagements
"Rolex Submariner Date @dominicdeecoco"
X Link 2024-02-05T05:05Z [----] followers, [---] engagements
"@middlemarketmac thats cuz youre not working class"
X Link 2024-02-06T18:51Z [----] followers, [---] engagements
"@jedimarkus77 Another cme product less liquid that the etf π₯³"
X Link 2024-02-06T20:00Z [----] followers, [--] engagements
"@Citrini7 Thoughts on ARM"
X Link 2024-02-09T04:26Z [----] followers, [---] engagements
"@nope_its_lily You told us to sell [--] weeks ago"
X Link 2024-02-09T05:49Z [----] followers, [----] engagements
"@nope_its_lily At a higher price than you gloated about selling lol"
X Link 2024-02-09T05:53Z [----] followers, [----] engagements
"I think people aren't ready for $AAPL management to completely own on device AI AiPhone"
X Link 2024-02-11T22:29Z [----] followers, [---] engagements
"$MRVL is such a strange stock"
X Link 2024-02-12T15:51Z [----] followers, [---] engagements
"$NVDA now bigger than $GOOG or $AMZN 4th biggest co in the world"
X Link 2024-02-12T15:55Z [----] followers, [---] engagements
"π€£ New filing for the KraneShares Hedgeye Hedged Equity ETF which will hold large caps and then use Hedgeyes Risk Range signals to determine whether to buy and/or sell European-style put and call options. Something like that. ht @Todd_Sohn https://t.co/1yUeDh8KfD New filing for the KraneShares Hedgeye Hedged Equity ETF which will hold large caps and then use Hedgeyes Risk Range signals to determine whether to buy and/or sell European-style put and call options. Something like that. ht @Todd_Sohn https://t.co/1yUeDh8KfD"
X Link 2024-02-13T01:28Z [----] followers, [---] engagements
"@irbezek @FishtownCap $HRL Well Run Company"
X Link 2024-02-13T03:27Z [----] followers, [---] engagements
"@BickerinBrattle @Citrini7 Ok but you will not be able to prove someone wrong as a poser or a bullshit artist unless you present a case with strong evidence. Usually you just say someone doesn't understand something as well as you do"
X Link 2024-02-13T03:36Z [----] followers, [---] engagements
"Down [--] Market's gonna bid it doesn't care. Market's gonna bid it doesn't care"
X Link 2024-02-13T18:46Z [----] followers, [---] engagements
"@nope_its_lily Good thread Lily do you think fiscal dominance is the only reason for yields to go higher this year"
X Link 2024-02-14T01:19Z [----] followers, [---] engagements
"@nope_its_lily But Fed does not care about growth only jobs. Are you looking at correlation between job numbers and yields"
X Link 2024-02-14T01:23Z [----] followers, [--] engagements
"@nope_its_lily That makes sense this analysis is also complicated if we assume that fiscal is driving growth it becomes hard to tell which is simply correlated and which is causative Probably a mix of both"
X Link 2024-02-14T01:28Z [----] followers, [--] engagements
"The world will judge our inability to honor our promises to our allies Share Message - Ukraine Russia war: US warns Avdiivka could fall"
X Link 2024-02-16T03:40Z [----] followers, [---] engagements
"Colombian equity market is so interesting"
X Link 2024-02-19T05:30Z [----] followers, [--] engagements
"@ohiopylecoffee cheapest equity market in the world by some measures not as broken as other countries"
X Link 2024-02-20T18:21Z [----] followers, [--] engagements
"@w_duby @biancoresearch @donnelly_brent yes it does if stocks go down 20% because of non financial stability issues the fed does not care"
X Link 2024-02-20T22:49Z [----] followers, [--] engagements
"@StockMarketNerd As you look into this could you compare to established names in the region already like $CIB $ITUB $BBD $BSBR etc"
X Link 2024-02-23T17:44Z [----] followers, [---] engagements
"Share Message - Trump calls on Alabama to protect IVF treatment after court ruling"
X Link 2024-02-23T22:36Z [----] followers, [---] engagements
"Share Message - Defeat to Donald Trump looms over Nikki Haley. So why stay in the race"
X Link 2024-02-24T14:31Z [----] followers, [---] engagements
"@tjnunamaker @TheStalwart @NNNIncome Checkout their acquisition of Carroll's this year to see how serious they are"
X Link 2024-02-25T18:20Z [----] followers, [---] engagements
"@godcomplex96 What teams you running Seraphine headline"
X Link 2024-02-25T20:17Z [----] followers, [--] engagements
"@Dynamicbrands Someone needs to make an Arkk liquidity fund to front run her"
X Link 2024-02-26T21:18Z [----] followers, [--] engagements
"@MatthewLennig People believing Elon's lies was a low interest rate phenomenon"
X Link 2024-02-28T18:30Z [----] followers, [---] engagements
"Going through my fidelity tax report from last year was nauseating so many bad trades"
X Link 2024-02-28T20:28Z [----] followers, [---] engagements
"@kate10010 Social media has changed things to be more isolated"
X Link 2024-03-01T02:48Z [----] followers, [--] engagements
"2024 Performance as of 29/2/2024 1m S&P 500: +5.34% Individual: +2.66% Roth IRA: +12.24% YTD S&P 500: +7.11% Individual: +0.45% Roth IRA: +14.71% [----] Performance as of 31/1/2024 S&P 500: 1.68% Individual: (2.15%) Roth IRA: 2.21% Interesting month made some obvious mistakes about allocation and positioning. The Individual is struggling due to it being full of rates trades like materials regional banks Office Reits etc [----] Performance as of 31/1/2024 S&P 500: 1.68% Individual: (2.15%) Roth IRA: 2.21% Interesting month made some obvious mistakes about allocation and positioning. The Individual"
X Link 2024-03-01T15:24Z [----] followers, [---] engagements
"Issues this month related to preNVDA earnings hedging slippage in both accounts Individual account has had major issues not being positioned correctly to capture upside after entering the year wrong footed going to continue to try and shift the posture and composition"
X Link 2024-03-01T15:24Z [----] followers, [--] engagements
"@layercake_cap VIX futures are the hardest to understand"
X Link 2024-03-02T03:38Z [----] followers, [--] engagements
"@JackFarley96 @KingFinanceTV not going to fail today anyway its usually the friday of something like this"
X Link 2024-03-06T17:35Z [----] followers, [---] engagements
"As is the case with other social media platforms TikTok is banned in China. Share Message - China says TikTok ban would 'come back to bite' the US"
X Link 2024-03-13T12:46Z [----] followers, [---] engagements
"Share Message - Top Democrat Chuck Schumer calls for new Israel election as rift grows"
X Link 2024-03-15T05:28Z [----] followers, [--] engagements
"Share Message - Judge rejects Trump motion to dismiss classified documents case"
X Link 2024-03-15T05:30Z [----] followers, [---] engagements
"@iknownoothing WGMI"
X Link 2024-03-18T02:45Z [----] followers, [---] engagements
"@realBearish Hitachi"
X Link 2024-03-18T23:57Z [----] followers, [--] engagements
"@BluthCapital Congrats you've done more math than the management is capable of"
X Link 2024-03-19T03:53Z [----] followers, [--] engagements
"@jedimarkus77 I was a broke college student when that happened and chipotle was the only local non fried food I could afford Wish I had money to dump in that stock at the time and I remember I told this silver haired man about my idea"
X Link 2024-03-19T22:26Z [----] followers, [---] engagements
"Who could have guessed $ASMC https://www.wsj.com/science/physics/superconductor-scientist-engaged-in-research-misconduct-probe-finds-d692898cmod=hp_lead_pos10 https://www.wsj.com/science/physics/superconductor-scientist-engaged-in-research-misconduct-probe-finds-d692898cmod=hp_lead_pos10"
X Link 2024-03-20T14:37Z [----] followers, [---] engagements
"When is 4chan going public Its pretty cool you can make a no profit open source forum website and sell your shares to dumb greedy people for $9 billion Its pretty cool you can make a no profit open source forum website and sell your shares to dumb greedy people for $9 billion"
X Link 2024-03-21T19:52Z [----] followers, [---] engagements
"Job hunt so depressing I'm going to start walking Uber eats deliveries around Manhattan"
X Link 2024-03-22T06:26Z [----] followers, [---] engagements
"@dominicdeecoco Rolltide"
X Link 2024-03-23T03:09Z [----] followers, [--] engagements
"My last two braincells during the fixed income final https://t.co/HvmGEf9rwT https://t.co/HvmGEf9rwT"
X Link 2024-03-24T04:13Z [----] followers, [---] engagements
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