[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @stevehou0 Steve Hou Steve Hou posts on X about fed, hou, powell, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::803639496386355200/interactions)  - X Week XXXXXXX +149% - X Month XXXXXXXXX +74% - X Months XXXXXXXXXX +7.30% - X Year XXXXXXXXXX +234% ### Mentions: XX [#](/creator/twitter::803639496386355200/posts_active)  - X Week XXX +1.90% - X Month XXX +90% - X Months XXX +49% - X Year XXXXX +40% ### Followers: XXXXXX [#](/creator/twitter::803639496386355200/followers)  - X Week XXXXXX +5.70% - X Month XXXXXX +7.90% - X Months XXXXXX +28% - X Year XXXXXX +49% ### CreatorRank: XXXXXXX [#](/creator/twitter::803639496386355200/influencer_rank)  ### Social Influence [#](/creator/twitter::803639496386355200/influence) --- **Social category influence** [finance](/list/finance) #3822 [stocks](/list/stocks) XXX% [countries](/list/countries) XXXX% [technology brands](/list/technology-brands) XXXX% [currencies](/list/currencies) #1363 [automotive brands](/list/automotive-brands) XXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [travel destinations](/list/travel-destinations) XXXX% **Social topic influence** [fed](/topic/fed) #132, [hou](/topic/hou) #2, [powell](/topic/powell) 5.07%, [stocks](/topic/stocks) #2366, [rates](/topic/rates) 4.35%, [tariffs](/topic/tariffs) 4.35%, [happened](/topic/happened) 2.9%, [fed chair](/topic/fed-chair) #94, [all the](/topic/all-the) #2295, [nyc](/topic/nyc) XXXX% **Top accounts mentioned or mentioned by** [@grok](/creator/undefined) [@briangobosox](/creator/undefined) [@zoomyzoomm](/creator/undefined) [@realkunalashah](/creator/undefined) [@volckron](/creator/undefined) [@sdav1986](/creator/undefined) [@blacklioncta](/creator/undefined) [@rabois](/creator/undefined) [@isaacjliu](/creator/undefined) [@chamath](/creator/undefined) [@theallinpod](/creator/undefined) [@drbeauchamp](/creator/undefined) [@adectis](/creator/undefined) [@kingsepp](/creator/undefined) [@timpierotti1](/creator/undefined) [@revcap](/creator/undefined) [@rev_cap](/creator/undefined) [@econstratpb](/creator/undefined) [@zenobcap](/creator/undefined) [@jbrukh](/creator/undefined) **Top assets mentioned** [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Open Custody Protocol (OPEN)](/topic/$open) [Bitcoin (BTC)](/topic/bitcoin) [Hundred Million (100M)](/topic/$100m) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Amazon.com, Inc. (AMZN)](/topic/$amzn) ### Top Social Posts [#](/creator/twitter::803639496386355200/posts) --- Top posts by engagements in the last XX hours "I thought RenTech/Simons used the Open State Space Markov Chain Smoking Model (OSSMCS)"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946991868388037054) 2025-07-20 17:53:29 UTC 30.7K followers, 3892 engagements "Celsius Fahrenheit. I'm sorry America. The civilized world has decided on this issue. I'm not going to learn a new random temperature system that doesn't even freeze at X and boil at XXX. Re-normalize and we can talk again. :)"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947712293300801690) 2025-07-22 17:36:12 UTC 30.7K followers, 21.8K engagements "Lower quantity but higher price. Econ XXX tells us that an inward shift of supply curve may explain such an equilibrium outcome: at every given price there are fewer sellers perhaps anticipating better housing market with lower rates and stronger demand"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948031619195175198) 2025-07-23 14:45:05 UTC 30.6K followers, 2131 engagements "Interesting perspective on arb opportunities in crypto from an ex-mid freq equity quant"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947439875088667026) 2025-07-21 23:33:42 UTC 30.7K followers, 3656 engagements "A bit more details: I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945847162333520085) 2025-07-17 14:04:50 UTC 30.6K followers, 1423 engagements "We had some trouble adjusting and getting used to the dollar-centric fiat system. So there was some adjustment pains. But I think doubtless to say I much prefer to live in today's America than the America of 1913-1971 with all of the consumption conveniences and prosperity it affords"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948724991672898045) 2025-07-25 12:40:18 UTC 30.7K followers, XXX engagements "@timpierotti1 hmm by that point it's maybe a little late. also isn't MA very actively involved in stablecoins and crypto itself V too no"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948017315771285660) 2025-07-23 13:48:15 UTC 30.6K followers, XX engagements "In this 2022 episode of odd lots @jason exuded confidence in Uber and predicted easy profitability. In a low rates env Uber was rewarded for growth not profits. Now they were so they just had to flip a switch. And they did and boom. h/t: @tracyalloway"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945879528087138351) 2025-07-17 16:13:26 UTC 30.7K followers, 56.8K engagements "You can also just not pay the creditors and sue them for predatory lending. It's not default if the lenders are bad people who tricked America into borrowing too much money. It's all previous American Presidents' fault anyway as President Trump strictly spends only what he has"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948025703863046495) 2025-07-23 14:21:35 UTC 30.7K followers, 2273 engagements "Some asked why I I wrote my initial reply to Chamath this or that way. Truth is I wrote it off the cuff so its not even a very good analysis of the trade. Others have written much better like below. Mine went viral mainly bc Chamaths reply to my reply mentioning the ISDA.😅"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947623979868721216) 2025-07-22 11:45:16 UTC 30.6K followers, 3386 engagements "@zoomyzoomm Fed economists do better policy relevant research on the economy better than just about any central bank around the world as good as any top university depts and certainly Wall Street economists and have the ability and patience to research more in-depth and complex questions"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948367426967556438) 2025-07-24 12:59:28 UTC 30.7K followers, 27.6K engagements "Ten facts about Jerome Powell few know about"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947743117588758700) 2025-07-22 19:38:41 UTC 30.7K followers, 3551 engagements "@rabois What does the Fed have to do with $OPEN You mean it would help unlock the real estate market by cutting rates What if the long end rises in response"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947657683114324297) 2025-07-22 13:59:12 UTC 30.7K followers, 2494 engagements "Interesting write-up of experience in China. Ive heard at least two Americans being similarly impressed if not blown away after visiting China for the first time (in many years). I think the way they were impressed comes down to two dimensions: social decorum and infrastructure. Neither of these is unique to China and much more common across advanced East Asian countries such as Japan Korea Singapore and even Taiwan. They were likely impressed particularly due to a presumption of China being poorer and less developed than those countries. Chinese cities are clean and they certainly took great"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948302578883682669) 2025-07-24 08:41:47 UTC 30.7K followers, 3056 engagements "How different is this from paying with credit cards using V/MA/Amex networks or ApplePay Does this simply avoid using a bank But one must pay with bank debit instead of credit What if the customers like the bank credit + rewards model under which merchants bear most cost"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947966608825364865) 2025-07-23 10:26:45 UTC 30.7K followers, 3023 engagements "@realKunalAShah @prewittse The admin explicitly and repeatedly said that foreigners pay the tariffs. Do you want me to look to video clips of Trump saying that"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947967360465350898) 2025-07-23 10:29:44 UTC 30.6K followers, XX engagements "One of my favorite economics papers. Fundamentally shaped the way I think about markets"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946896597297561663) 2025-07-20 11:34:55 UTC 30.7K followers, 272.9K engagements "Nice blog on AI context engineering which is a much better and accurate phrase than prompt engineering"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947621206360002646) 2025-07-22 11:34:15 UTC 30.7K followers, 2413 engagements "Feverish retail buying is leading to one of the largest quant drawdowns in years and yet there was no such similar drawdown in 2021 Remember ARKK GME AMC and WallStreetBets"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948371985328754926) 2025-07-24 13:17:34 UTC 30.7K followers, 2159 engagements "They are really trying to bring down a Fed chair over a glorified home remodeling cost overrun scandal It's not like Powell got to hire his cousin as contractor or even gets to enjoy the new building when finished. He'll be retired before the project's finished"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947429210185994605) 2025-07-21 22:51:19 UTC 30.6K followers, 8609 engagements "Underneath the US dollar its a vast USD-denominated financial technology and services architecture which one needs the dollar to access. Just as one needs NVidia GPUs to use CUDA. The US dollar is a financial technology. Thats why trade and financial transactions are conducted in dollars bc its cheaper risk capital and convenient. Bitcoin by extension the crypto complex is a novel development as an alternative for a narrow but growing set of functions of the dollar. But even there very quickly USD stablecoins came online as a natural use case proving theres still vast unmet demand for access"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944032130754920946) 2025-07-12 13:52:32 UTC 30.7K followers, 5446 engagements "I trust Sydney Sweeney to do the right thing much more than Bill Pulte"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948457276827734425) 2025-07-24 18:56:30 UTC 30.7K followers, 7209 engagements "Agree or disagree with the current monetary policies which are decided by the FOMC as a group. Jerome Powell has performed honorable and commendable service to the country as Fed chair and is now taking a brave stand against the encroachment of monetary independence for sheer political convenience. Honorable leaders and public intellectuals rally around him for a matter of principle. Dishonorable hacks do the opposite in hope of some opportunistic gains for themselves"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947630562635575331) 2025-07-22 12:11:26 UTC 30.6K followers, 15K engagements "Short term pain long term gain is a very different policy sales pitch from foreigners will pay the tariffs. The admin could make the former pitch. But it chose not to and made the latter pitch instead. In fact it argued that foreigners may bear the cost via stronger USD. The opposite happened"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947964867282866602) 2025-07-23 10:19:50 UTC 30.7K followers, 10K engagements "@JSeyff I don't think a Fed Chair has ever had to tour a construction site with the President before. It's all for the history books"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948740346441003484) 2025-07-25 13:41:19 UTC 30.7K followers, XXX engagements "@briangobosox oh c'mon if Trump could legally remove Powell he would've already. This is 3D chess again"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947364170027921827) 2025-07-21 18:32:53 UTC 30.6K followers, XXX engagements "@gdp1985 Are you sure Did you check on Gemini"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947338071629775068) 2025-07-21 16:49:10 UTC 30.6K followers, XXX engagements "@rabois Even if the long bond yields rise"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947657975071379908) 2025-07-22 14:00:21 UTC 30.7K followers, 2227 engagements "😂 President Trump gives an economics lecture. Half the stuff he said sounded right half was wrong the last half was way above my head"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948752546526310519) 2025-07-25 14:29:47 UTC 30.7K followers, 1702 engagements "@briangobosox also do we know that tariffs will be high What if they get struck down by the courts as illegal as some seem to think is possible While I personally see the merit of looking through and cutting I can see why not cutting might make sense too. It's really the admin's own fault"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947381984730231065) 2025-07-21 19:43:40 UTC 30.6K followers, XXX engagements "On net Bessent is an honorable man and saner voice among top officials in the Trump admin. On several occasions hes reported to have brought us back from the brink of terrible policy decisions. The meritocratic and technocratic role of the Treasury Secretary is very underrated"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947643207824691622) 2025-07-22 13:01:40 UTC 30.6K followers, 4855 engagements ""Donald Trump will visit the Federal Reserve Thursday to tour the construction site hes criticized for cost overruns." I think President Trump just misses his real estate roots. Can we contract the refurnishing project to the Trump Org"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948395602934403425) 2025-07-24 14:51:25 UTC 30.7K followers, 1470 engagements "@BlacklionCTA @DrBeauchamp @MarcGoldwein I don't think it has undermined the currency at all. There's certainly no evidence of it. I'd love to see an example of a different central bank that has done a superior job"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948716415969612006) 2025-07-25 12:06:13 UTC 30.7K followers, XXX engagements "@briangobosox Why would the Fed accommodate the WH creating a severe supply shock No rate cuts the WH's capacity to use tariffs as a negotiating tool is also constrained"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947381080442737029) 2025-07-21 19:40:04 UTC 30.6K followers, XXX engagements "I'm a simple man. When weather is nice in NYC I buy some US stocks. Today is XX degrees "feels like 25" cool dry and sunny. 😎📈 Weather looks good this week until Friday anyway"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947711320566206478) 2025-07-22 17:32:20 UTC 30.6K followers, 20.1K engagements "Overall net tariffs may well be deflationary bc its a net and regressive tax that discourages imports incl intermediate goods so in that sense its possible overall demand is lower. Also the US economy was already slowing so this tax slows it further. But theres no intentionally consistent intellectual framework/model that says tariffs lead to lower prices over the long run bc of efficiency gains. You are putting on a constraint The goalpost moving nature of the tariff advocates is quite apparent. The reality is that they want less trade and are willing to impose a cost on the consumers in"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947970248419787126) 2025-07-23 10:41:13 UTC 30.7K followers, XX engagements "Nevertheless going for a *jog* however slow will still be good for both your physical and mental health"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947424669822554387) 2025-07-21 22:33:17 UTC 30.6K followers, 3142 engagements "At any given moment there are optimists and pessimists making forecasts under uncertainty. The optimists expecting better outcomes are buying stocks from pessimists with leverage borrowed from the pessimists using stocks as collateral. If they are wrong stocks fall as they are sold back to pessimists who expect worse outcomes along and value them less. Rinse and repeat. Leverage cycle in a nutshell"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948745352414146680) 2025-07-25 14:01:12 UTC 30.7K followers, 1153 engagements "If Trump was smart and knew what's good for his political agenda and legacy he'd nominate Waller to be the Fed chair. I'm not sure he is or does"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946017406360416282) 2025-07-18 01:21:19 UTC 30.6K followers, 2827 engagements "@zoomyzoomm If you are bullish on autonomous driving as a business you should just invest in TSLA. AD is a solved problem with FSD"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947100984645177395) 2025-07-21 01:07:04 UTC 30.6K followers, XXX engagements "I think a key challenge with the Powell struggle is that the supporters of President Trump even the well educated smart non-finance tech bros seem convinced that the Fed cutting rates equals rates falling across maturities. That a stubborn Fed is the only force holding rates up. Thats just not true. The Fed isnt the reason why 30y is at 5%. Fiscal policy is. But such nuances are really difficult to convey esp in a highly politically charged environment with very little mutual trust for good faith debates"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947660463325528141) 2025-07-22 14:10:14 UTC 30.7K followers, 65.2K engagements "@BickerinBrattle Economic crash or just a market crash"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948430255196098873) 2025-07-24 17:09:07 UTC 30.7K followers, XXX engagements "Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET Ill present The Reformers: an earnings inflection strategy -- how beaten-down money-losing companies can turn into big winners. 😄 Register free"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945591768503742735) 2025-07-16 21:09:59 UTC 30.7K followers, 162.3K engagements ""150 AI researchers with enough funding behind them can create an OpenAI". This one-liner explains why SOTA foundational models won't be commoditized. The (human and financial) capital intensive nature of AI industry means it will be oligopolistic. Question is if it will be Cournot or Bertrand competition"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948409095943336189) 2025-07-24 15:45:02 UTC 30.7K followers, 2403 engagements "The power of US dollar as a financial technology. Remember @JeffBezos said to @andrewrsorkin at last year's @dealbook summit: "The key reason why the USA has so much entrepreneurial success is that the country has the best risk capital where founders can raise $XX million even if their business has only a XX% chance of succeeding.""  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1944053335939584140) 2025-07-12 15:16:48 UTC 30.7K followers, 4915 engagements "@viscondegrego Exactly. Civilization is a transition from being mostly outdoors to mostly indoors"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947713629723267314) 2025-07-22 17:41:30 UTC 30.6K followers, XXX engagements "Sorry. I didn't mean long yields rose last year after the Sep cuts bc of fiscal policy. It was due to the reasons you laid out that the Fed (and the rest of us) got fooled by a growth scare as evidenced by the plunging 10y. I was more speaking of the rising long yields since the passage of OBBB. Again evidence is thin and not definitive. Different theories abound. I've also said repeatedly that I expect bond yields to fall first before rising bc the cyclical (slowing economy) always beats the secular (unsustainable fiscal outlook)"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947680710887698479) 2025-07-22 15:30:42 UTC 30.6K followers, 1200 engagements "Correct and its a very good thing. Think about how much more powerful the US dollar and economy have become since the start of this chart. The same cannot be said about all other countries on fiat currencies. I think the Fed has in fact killed it. The critics are always gonna whine anyway"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948714693939306776) 2025-07-25 11:59:23 UTC 30.7K followers, XXX engagements "Woke up to being called incredibly unsophisticated by the Dictator"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947262100134338825) 2025-07-21 11:47:17 UTC 30.7K followers, 184.8K engagements "@volckron What are you even talking about I use AI today for tasks that I used to have to use a variety of tools of which Google search is just one. It's a massive productivity booster"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948360094384587133) 2025-07-24 12:30:19 UTC 30.7K followers, XX engagements "@realKunalAShah Its a lie thats so easily and directly contradicted by nonpartisan empirical facts though. Corporate financial statements of all US public companies that do imports. I fail to see how this is good politics"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947967079685960187) 2025-07-23 10:28:37 UTC 30.6K followers, XXX engagements "@briangobosox Now imagine if one of the next couple inflation prints are hot who would bear the blame"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947371223685460011) 2025-07-21 19:00:54 UTC 30.6K followers, XXX engagements "Great thread and a cautionary warning for those that based their analysis and reasoning on simplistic national accounting over economic modeling even mentally One ends up making unintentional assumptions about endogenous equilibrium variables and drawing false conclusions"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947958588044882141) 2025-07-23 09:54:53 UTC 30.6K followers, 4348 engagements "Nevertheless going for a log however slow will still be good for both your physical and mental health"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947422538432450798) 2025-07-21 22:24:49 UTC 30.6K followers, 1583 engagements "@annmarie @SECGov Can you ask him about allowing crypto in retirement accounts"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946163708322865392) 2025-07-18 11:02:40 UTC 30.6K followers, XX engagements "Fascinating new article from my colleague Justina Lee as usual. This time on how investors are shedding their significantly appreciated shares without incurring capital gains taxes through seeding ETFs via an obscure and perfectly legal "351 conversion" rule"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947709617309360346) 2025-07-22 17:25:34 UTC 30.7K followers, 7972 engagements "Really interesting long blog from ex-OpenAI engineer recounting the experience of working there. Eye-opening. Heres a few snippets that caught my particular attention. I hadnt realized so many had gone from Meta to OpenAI. Perhaps the recent aggressive hiring is just recouping some of the losses"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945432255859741180) 2025-07-16 10:36:08 UTC 30.6K followers, 4300 engagements "@briangobosox And thats why theres a lot of uncertainty over tariffs and the case for wait and see. I was on team cutting. Now Im not so sure given the way the admin is behaving. Cutting now gives admin extra tariff policy space that they otherwise wouldnt have had"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947388520550830267) 2025-07-21 20:09:38 UTC 30.6K followers, XXX engagements "unpopular technology that is struggling to find a use case Havent seen a post from Doctor Giggleballs in a long time since we dont follow each other. Hes still doing this nonsense Ofc AI investments are expensive and risky. We dont know what the future payoff is going to be or whether AGI will ever happen or if its even a good thing. But to call AI unpopular or useless is another level of Luddite self-delusion. When I walk around the office these days every single monitor has a couple tabs of ChatGPT open. I think theres a use case alright. Also corporate leaders expect cloud computing"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948313221175103572) 2025-07-24 09:24:04 UTC 30.7K followers, 2511 engagements "Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1945838996682080438) 2025-07-17 13:32:23 UTC 30.6K followers, 4175 engagements "Wall Street does not blindly defend the Fed as a knee-jerk reaction though. Wall Street criticize the Fed all the time every day. Even I as a supporter of the Fed have often criticized the Fed. I think they reacted late to inflation in 2021 and the QE programs were excessive and allowed to continue for too long. I thought the wholesale bailout of the depositors of the SVB was unjustified and unnecessary. Those are my personal views and some broadly shared incl by the Fed leadership itself. The Fed has plenty accountability through Congressional oversight and public scrutiny. They received a"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948729170596381122) 2025-07-25 12:56:54 UTC 30.7K followers, XX engagements "@rabois Thats a different prediction. You are basically saying if the Fed cuts the entire rate complex will go lower. I was asking what happens if long yields rise in response to a short rate cut as they did after the rate cuts that began last Sep"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947658879178887517) 2025-07-22 14:03:57 UTC 30.7K followers, XXX engagements "The Fed is a national treasure and the envy of the world. Apart from making monetary policy decisions and financial regulations its a world premier economic and financial research institution. The Fed employs over XXX economists incl XXX at the Fed Board in DC and XXX at the regional Feds. Its first in class not just among world central banks and other research institutions but its researchers count among the worlds top scholars like a top research university economics and finance depts. Most of the people that criticize the Fed day in day out have no idea what they are talking about. They"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948697730999542008) 2025-07-25 10:51:58 UTC 30.7K followers, 30.5K engagements "The US dollar is a powerful financial technology one might say the worlds most powerful. The token itself is supposed to gradually go down in purchasing value over time. Its a feature not a bug of the modern fiat monetary system which has been wildly successful imo. Also think about all the things you could buy today with dollars that you couldnt in the 1930s when it was supposed to be worth so much more. The dollar depreciates thats why you own assets. I thought thats in the instruction manual for citizens born in capitalist countries"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948713278563069975) 2025-07-25 11:53:45 UTC 30.7K followers, 10.6K engagements "Like I said From the perspective of amateurs any fields experts look unimpressive these days if one only focuses on the errors and has no sense of scientific outcome assessments. Exhibit A: (Theres nothing wrong with being an amateur shooting ones mouth. We all do it as sports fans all the time. Just understand that if you were put on the field it wouldnt be as obvious as it looks on TV. 🤣)"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948703760005382551) 2025-07-25 11:15:56 UTC 30.7K followers, 2719 engagements "@chamath @theallinpod Sorry I thought it was a trade recommended to the All In podcast audience. Given that its the number X podcast with maybe hundreds of millions of listeners worldwide I just assumed the vast majority doesnt have ISDA or cheap/free leverage to put into such a trade"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947262811517624823) 2025-07-21 11:50:07 UTC 30.7K followers, 87.6K engagements "@volckron I don't think we are very good at measuring productivity impact. Where's the evidence that internet has increased productivity"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948363092779290996) 2025-07-24 12:42:14 UTC 30.7K followers, XX engagements "@rev_cap Did you underestimate their pension and SS and they overestimate their home value"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946988596428226918) 2025-07-20 17:40:29 UTC 30.6K followers, 2021 engagements "Wow Wyoming is really nice this time of the year 😍"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946627066427789697) 2025-07-19 17:43:53 UTC 30.6K followers, 36K engagements "Chris Waller is actively and openly campaigning for the Fed Chair job. All things considered I think that's a very good thing. I hope he gets it. He's clearly the best candidate of all the major options being floated"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946194502877598153) 2025-07-18 13:05:02 UTC 30.6K followers, 18.6K engagements "@rev_cap @ezraklein @DKThomp Trump's base isn't in the cities so he doesn't really care about this issue Housing supply in NYC is a liberal issue. But I agree with you that this should be a good policy for Dems to pursue"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947257900495221157) 2025-07-21 11:30:36 UTC 30.6K followers, XXX engagements "Ironically the way long term bond yields reacted (and the subsequent inflation and growth news) to the rate cuts last fall is an important reason why the Fed is nervous about cutting prematurely now. Here's my review of the sequence of events last fall:"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947705310283764122) 2025-07-22 17:08:27 UTC 30.6K followers, 2074 engagements "@atlas_invst Trust me the following is true of celsius too "0 deg = cold as shit XXX deg = hot as shit""  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947716087140729166) 2025-07-22 17:51:16 UTC 30.6K followers, XXX engagements "Incredibly sophisticated take. I def didnt see this one coming but prob shouldve. Powell for Pulte. Great trade Sharpe Gotta lever it up Bill Pulte is rich enough to have an ISDA and can put $5-10 trillion on each side of the Feds balance sheet when the time comes"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947992163301683251) 2025-07-23 12:08:18 UTC 30.7K followers, 1987 engagements "Genuine overcapacity in investment grade bond underwriting. And people think Chinas overcapacity means therere too many factories. Maybe overcapacity is just how China operates in everything"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1948342591579193747) 2025-07-24 11:20:46 UTC 30.7K followers, 2239 engagements "@chamath @theallinpod Um Annualized Return: XXXX% (from the long SPY short Mag7 XXX% return over X months and XX days annualized with compounding). 1-Year Risk-Free Rate (Jan 2025): 4.3%"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1947067875098792239) 2025-07-20 22:55:30 UTC 30.7K followers, 225.7K engagements "@Hauge319 @tolstoybb My point is absolutely not that PLTR price is justified. In fact the strategy has already sold out of it early in the year"  [@stevehou0](/creator/x/stevehou0) on [X](/post/tweet/1946009435857428879) 2025-07-18 00:49:39 UTC 30.7K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@stevehou0 Steve Hou
Steve Hou posts on X about fed, hou, powell, stocks the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +149%
- X Month XXXXXXXXX +74%
- X Months XXXXXXXXXX +7.30%
- X Year XXXXXXXXXX +234%
Mentions: XX #
- X Week XXX +1.90%
- X Month XXX +90%
- X Months XXX +49%
- X Year XXXXX +40%
Followers: XXXXXX #
- X Week XXXXXX +5.70%
- X Month XXXXXX +7.90%
- X Months XXXXXX +28%
- X Year XXXXXX +49%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #3822 stocks XXX% countries XXXX% technology brands XXXX% currencies #1363 automotive brands XXX% cryptocurrencies XXXX% travel destinations XXXX%
Social topic influence fed #132, hou #2, powell 5.07%, stocks #2366, rates 4.35%, tariffs 4.35%, happened 2.9%, fed chair #94, all the #2295, nyc XXXX%
Top accounts mentioned or mentioned by @grok @briangobosox @zoomyzoomm @realkunalashah @volckron @sdav1986 @blacklioncta @rabois @isaacjliu @chamath @theallinpod @drbeauchamp @adectis @kingsepp @timpierotti1 @revcap @rev_cap @econstratpb @zenobcap @jbrukh
Top assets mentioned Robinhood Markets, Inc. (HOOD) Uber Technologies, Inc. (UBER) Open Custody Protocol (OPEN) Bitcoin (BTC) Hundred Million (100M) Alphabet Inc Class A (GOOGL) Amazon.com, Inc. (AMZN)
Top Social Posts #
Top posts by engagements in the last XX hours
"I thought RenTech/Simons used the Open State Space Markov Chain Smoking Model (OSSMCS)"
@stevehou0 on X 2025-07-20 17:53:29 UTC 30.7K followers, 3892 engagements
"Celsius Fahrenheit. I'm sorry America. The civilized world has decided on this issue. I'm not going to learn a new random temperature system that doesn't even freeze at X and boil at XXX. Re-normalize and we can talk again. :)" @stevehou0 on X 2025-07-22 17:36:12 UTC 30.7K followers, 21.8K engagements
"Lower quantity but higher price. Econ XXX tells us that an inward shift of supply curve may explain such an equilibrium outcome: at every given price there are fewer sellers perhaps anticipating better housing market with lower rates and stronger demand" @stevehou0 on X 2025-07-23 14:45:05 UTC 30.6K followers, 2131 engagements
"Interesting perspective on arb opportunities in crypto from an ex-mid freq equity quant" @stevehou0 on X 2025-07-21 23:33:42 UTC 30.7K followers, 3656 engagements
"A bit more details: I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free" @stevehou0 on X 2025-07-17 14:04:50 UTC 30.6K followers, 1423 engagements
"We had some trouble adjusting and getting used to the dollar-centric fiat system. So there was some adjustment pains. But I think doubtless to say I much prefer to live in today's America than the America of 1913-1971 with all of the consumption conveniences and prosperity it affords" @stevehou0 on X 2025-07-25 12:40:18 UTC 30.7K followers, XXX engagements
"@timpierotti1 hmm by that point it's maybe a little late. also isn't MA very actively involved in stablecoins and crypto itself V too no" @stevehou0 on X 2025-07-23 13:48:15 UTC 30.6K followers, XX engagements
"In this 2022 episode of odd lots @jason exuded confidence in Uber and predicted easy profitability. In a low rates env Uber was rewarded for growth not profits. Now they were so they just had to flip a switch. And they did and boom. h/t: @tracyalloway" @stevehou0 on X 2025-07-17 16:13:26 UTC 30.7K followers, 56.8K engagements
"You can also just not pay the creditors and sue them for predatory lending. It's not default if the lenders are bad people who tricked America into borrowing too much money. It's all previous American Presidents' fault anyway as President Trump strictly spends only what he has" @stevehou0 on X 2025-07-23 14:21:35 UTC 30.7K followers, 2273 engagements
"Some asked why I I wrote my initial reply to Chamath this or that way. Truth is I wrote it off the cuff so its not even a very good analysis of the trade. Others have written much better like below. Mine went viral mainly bc Chamaths reply to my reply mentioning the ISDA.😅" @stevehou0 on X 2025-07-22 11:45:16 UTC 30.6K followers, 3386 engagements
"@zoomyzoomm Fed economists do better policy relevant research on the economy better than just about any central bank around the world as good as any top university depts and certainly Wall Street economists and have the ability and patience to research more in-depth and complex questions" @stevehou0 on X 2025-07-24 12:59:28 UTC 30.7K followers, 27.6K engagements
"Ten facts about Jerome Powell few know about" @stevehou0 on X 2025-07-22 19:38:41 UTC 30.7K followers, 3551 engagements
"@rabois What does the Fed have to do with $OPEN You mean it would help unlock the real estate market by cutting rates What if the long end rises in response" @stevehou0 on X 2025-07-22 13:59:12 UTC 30.7K followers, 2494 engagements
"Interesting write-up of experience in China. Ive heard at least two Americans being similarly impressed if not blown away after visiting China for the first time (in many years). I think the way they were impressed comes down to two dimensions: social decorum and infrastructure. Neither of these is unique to China and much more common across advanced East Asian countries such as Japan Korea Singapore and even Taiwan. They were likely impressed particularly due to a presumption of China being poorer and less developed than those countries. Chinese cities are clean and they certainly took great" @stevehou0 on X 2025-07-24 08:41:47 UTC 30.7K followers, 3056 engagements
"How different is this from paying with credit cards using V/MA/Amex networks or ApplePay Does this simply avoid using a bank But one must pay with bank debit instead of credit What if the customers like the bank credit + rewards model under which merchants bear most cost" @stevehou0 on X 2025-07-23 10:26:45 UTC 30.7K followers, 3023 engagements
"@realKunalAShah @prewittse The admin explicitly and repeatedly said that foreigners pay the tariffs. Do you want me to look to video clips of Trump saying that" @stevehou0 on X 2025-07-23 10:29:44 UTC 30.6K followers, XX engagements
"One of my favorite economics papers. Fundamentally shaped the way I think about markets" @stevehou0 on X 2025-07-20 11:34:55 UTC 30.7K followers, 272.9K engagements
"Nice blog on AI context engineering which is a much better and accurate phrase than prompt engineering" @stevehou0 on X 2025-07-22 11:34:15 UTC 30.7K followers, 2413 engagements
"Feverish retail buying is leading to one of the largest quant drawdowns in years and yet there was no such similar drawdown in 2021 Remember ARKK GME AMC and WallStreetBets" @stevehou0 on X 2025-07-24 13:17:34 UTC 30.7K followers, 2159 engagements
"They are really trying to bring down a Fed chair over a glorified home remodeling cost overrun scandal It's not like Powell got to hire his cousin as contractor or even gets to enjoy the new building when finished. He'll be retired before the project's finished" @stevehou0 on X 2025-07-21 22:51:19 UTC 30.6K followers, 8609 engagements
"Underneath the US dollar its a vast USD-denominated financial technology and services architecture which one needs the dollar to access. Just as one needs NVidia GPUs to use CUDA. The US dollar is a financial technology. Thats why trade and financial transactions are conducted in dollars bc its cheaper risk capital and convenient. Bitcoin by extension the crypto complex is a novel development as an alternative for a narrow but growing set of functions of the dollar. But even there very quickly USD stablecoins came online as a natural use case proving theres still vast unmet demand for access" @stevehou0 on X 2025-07-12 13:52:32 UTC 30.7K followers, 5446 engagements
"I trust Sydney Sweeney to do the right thing much more than Bill Pulte" @stevehou0 on X 2025-07-24 18:56:30 UTC 30.7K followers, 7209 engagements
"Agree or disagree with the current monetary policies which are decided by the FOMC as a group. Jerome Powell has performed honorable and commendable service to the country as Fed chair and is now taking a brave stand against the encroachment of monetary independence for sheer political convenience. Honorable leaders and public intellectuals rally around him for a matter of principle. Dishonorable hacks do the opposite in hope of some opportunistic gains for themselves" @stevehou0 on X 2025-07-22 12:11:26 UTC 30.6K followers, 15K engagements
"Short term pain long term gain is a very different policy sales pitch from foreigners will pay the tariffs. The admin could make the former pitch. But it chose not to and made the latter pitch instead. In fact it argued that foreigners may bear the cost via stronger USD. The opposite happened" @stevehou0 on X 2025-07-23 10:19:50 UTC 30.7K followers, 10K engagements
"@JSeyff I don't think a Fed Chair has ever had to tour a construction site with the President before. It's all for the history books" @stevehou0 on X 2025-07-25 13:41:19 UTC 30.7K followers, XXX engagements
"@briangobosox oh c'mon if Trump could legally remove Powell he would've already. This is 3D chess again" @stevehou0 on X 2025-07-21 18:32:53 UTC 30.6K followers, XXX engagements
"@gdp1985 Are you sure Did you check on Gemini" @stevehou0 on X 2025-07-21 16:49:10 UTC 30.6K followers, XXX engagements
"@rabois Even if the long bond yields rise" @stevehou0 on X 2025-07-22 14:00:21 UTC 30.7K followers, 2227 engagements
"😂 President Trump gives an economics lecture. Half the stuff he said sounded right half was wrong the last half was way above my head" @stevehou0 on X 2025-07-25 14:29:47 UTC 30.7K followers, 1702 engagements
"@briangobosox also do we know that tariffs will be high What if they get struck down by the courts as illegal as some seem to think is possible While I personally see the merit of looking through and cutting I can see why not cutting might make sense too. It's really the admin's own fault" @stevehou0 on X 2025-07-21 19:43:40 UTC 30.6K followers, XXX engagements
"On net Bessent is an honorable man and saner voice among top officials in the Trump admin. On several occasions hes reported to have brought us back from the brink of terrible policy decisions. The meritocratic and technocratic role of the Treasury Secretary is very underrated" @stevehou0 on X 2025-07-22 13:01:40 UTC 30.6K followers, 4855 engagements
""Donald Trump will visit the Federal Reserve Thursday to tour the construction site hes criticized for cost overruns." I think President Trump just misses his real estate roots. Can we contract the refurnishing project to the Trump Org" @stevehou0 on X 2025-07-24 14:51:25 UTC 30.7K followers, 1470 engagements
"@BlacklionCTA @DrBeauchamp @MarcGoldwein I don't think it has undermined the currency at all. There's certainly no evidence of it. I'd love to see an example of a different central bank that has done a superior job" @stevehou0 on X 2025-07-25 12:06:13 UTC 30.7K followers, XXX engagements
"@briangobosox Why would the Fed accommodate the WH creating a severe supply shock No rate cuts the WH's capacity to use tariffs as a negotiating tool is also constrained" @stevehou0 on X 2025-07-21 19:40:04 UTC 30.6K followers, XXX engagements
"I'm a simple man. When weather is nice in NYC I buy some US stocks. Today is XX degrees "feels like 25" cool dry and sunny. 😎📈 Weather looks good this week until Friday anyway" @stevehou0 on X 2025-07-22 17:32:20 UTC 30.6K followers, 20.1K engagements
"Overall net tariffs may well be deflationary bc its a net and regressive tax that discourages imports incl intermediate goods so in that sense its possible overall demand is lower. Also the US economy was already slowing so this tax slows it further. But theres no intentionally consistent intellectual framework/model that says tariffs lead to lower prices over the long run bc of efficiency gains. You are putting on a constraint The goalpost moving nature of the tariff advocates is quite apparent. The reality is that they want less trade and are willing to impose a cost on the consumers in" @stevehou0 on X 2025-07-23 10:41:13 UTC 30.7K followers, XX engagements
"Nevertheless going for a jog however slow will still be good for both your physical and mental health" @stevehou0 on X 2025-07-21 22:33:17 UTC 30.6K followers, 3142 engagements
"At any given moment there are optimists and pessimists making forecasts under uncertainty. The optimists expecting better outcomes are buying stocks from pessimists with leverage borrowed from the pessimists using stocks as collateral. If they are wrong stocks fall as they are sold back to pessimists who expect worse outcomes along and value them less. Rinse and repeat. Leverage cycle in a nutshell" @stevehou0 on X 2025-07-25 14:01:12 UTC 30.7K followers, 1153 engagements
"If Trump was smart and knew what's good for his political agenda and legacy he'd nominate Waller to be the Fed chair. I'm not sure he is or does" @stevehou0 on X 2025-07-18 01:21:19 UTC 30.6K followers, 2827 engagements
"@zoomyzoomm If you are bullish on autonomous driving as a business you should just invest in TSLA. AD is a solved problem with FSD" @stevehou0 on X 2025-07-21 01:07:04 UTC 30.6K followers, XXX engagements
"I think a key challenge with the Powell struggle is that the supporters of President Trump even the well educated smart non-finance tech bros seem convinced that the Fed cutting rates equals rates falling across maturities. That a stubborn Fed is the only force holding rates up. Thats just not true. The Fed isnt the reason why 30y is at 5%. Fiscal policy is. But such nuances are really difficult to convey esp in a highly politically charged environment with very little mutual trust for good faith debates" @stevehou0 on X 2025-07-22 14:10:14 UTC 30.7K followers, 65.2K engagements
"@BickerinBrattle Economic crash or just a market crash" @stevehou0 on X 2025-07-24 17:09:07 UTC 30.7K followers, XXX engagements
"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET Ill present The Reformers: an earnings inflection strategy -- how beaten-down money-losing companies can turn into big winners. 😄 Register free" @stevehou0 on X 2025-07-16 21:09:59 UTC 30.7K followers, 162.3K engagements
""150 AI researchers with enough funding behind them can create an OpenAI". This one-liner explains why SOTA foundational models won't be commoditized. The (human and financial) capital intensive nature of AI industry means it will be oligopolistic. Question is if it will be Cournot or Bertrand competition" @stevehou0 on X 2025-07-24 15:45:02 UTC 30.7K followers, 2403 engagements
"The power of US dollar as a financial technology. Remember @JeffBezos said to @andrewrsorkin at last year's @dealbook summit: "The key reason why the USA has so much entrepreneurial success is that the country has the best risk capital where founders can raise $XX million even if their business has only a XX% chance of succeeding."" @stevehou0 on X 2025-07-12 15:16:48 UTC 30.7K followers, 4915 engagements
"@viscondegrego Exactly. Civilization is a transition from being mostly outdoors to mostly indoors" @stevehou0 on X 2025-07-22 17:41:30 UTC 30.6K followers, XXX engagements
"Sorry. I didn't mean long yields rose last year after the Sep cuts bc of fiscal policy. It was due to the reasons you laid out that the Fed (and the rest of us) got fooled by a growth scare as evidenced by the plunging 10y. I was more speaking of the rising long yields since the passage of OBBB. Again evidence is thin and not definitive. Different theories abound. I've also said repeatedly that I expect bond yields to fall first before rising bc the cyclical (slowing economy) always beats the secular (unsustainable fiscal outlook)" @stevehou0 on X 2025-07-22 15:30:42 UTC 30.6K followers, 1200 engagements
"Correct and its a very good thing. Think about how much more powerful the US dollar and economy have become since the start of this chart. The same cannot be said about all other countries on fiat currencies. I think the Fed has in fact killed it. The critics are always gonna whine anyway" @stevehou0 on X 2025-07-25 11:59:23 UTC 30.7K followers, XXX engagements
"Woke up to being called incredibly unsophisticated by the Dictator" @stevehou0 on X 2025-07-21 11:47:17 UTC 30.7K followers, 184.8K engagements
"@volckron What are you even talking about I use AI today for tasks that I used to have to use a variety of tools of which Google search is just one. It's a massive productivity booster" @stevehou0 on X 2025-07-24 12:30:19 UTC 30.7K followers, XX engagements
"@realKunalAShah Its a lie thats so easily and directly contradicted by nonpartisan empirical facts though. Corporate financial statements of all US public companies that do imports. I fail to see how this is good politics" @stevehou0 on X 2025-07-23 10:28:37 UTC 30.6K followers, XXX engagements
"@briangobosox Now imagine if one of the next couple inflation prints are hot who would bear the blame" @stevehou0 on X 2025-07-21 19:00:54 UTC 30.6K followers, XXX engagements
"Great thread and a cautionary warning for those that based their analysis and reasoning on simplistic national accounting over economic modeling even mentally One ends up making unintentional assumptions about endogenous equilibrium variables and drawing false conclusions" @stevehou0 on X 2025-07-23 09:54:53 UTC 30.6K followers, 4348 engagements
"Nevertheless going for a log however slow will still be good for both your physical and mental health" @stevehou0 on X 2025-07-21 22:24:49 UTC 30.6K followers, 1583 engagements
"@annmarie @SECGov Can you ask him about allowing crypto in retirement accounts" @stevehou0 on X 2025-07-18 11:02:40 UTC 30.6K followers, XX engagements
"Fascinating new article from my colleague Justina Lee as usual. This time on how investors are shedding their significantly appreciated shares without incurring capital gains taxes through seeding ETFs via an obscure and perfectly legal "351 conversion" rule" @stevehou0 on X 2025-07-22 17:25:34 UTC 30.7K followers, 7972 engagements
"Really interesting long blog from ex-OpenAI engineer recounting the experience of working there. Eye-opening. Heres a few snippets that caught my particular attention. I hadnt realized so many had gone from Meta to OpenAI. Perhaps the recent aggressive hiring is just recouping some of the losses" @stevehou0 on X 2025-07-16 10:36:08 UTC 30.6K followers, 4300 engagements
"@briangobosox And thats why theres a lot of uncertainty over tariffs and the case for wait and see. I was on team cutting. Now Im not so sure given the way the admin is behaving. Cutting now gives admin extra tariff policy space that they otherwise wouldnt have had" @stevehou0 on X 2025-07-21 20:09:38 UTC 30.6K followers, XXX engagements
"unpopular technology that is struggling to find a use case Havent seen a post from Doctor Giggleballs in a long time since we dont follow each other. Hes still doing this nonsense Ofc AI investments are expensive and risky. We dont know what the future payoff is going to be or whether AGI will ever happen or if its even a good thing. But to call AI unpopular or useless is another level of Luddite self-delusion. When I walk around the office these days every single monitor has a couple tabs of ChatGPT open. I think theres a use case alright. Also corporate leaders expect cloud computing" @stevehou0 on X 2025-07-24 09:24:04 UTC 30.7K followers, 2511 engagements
"Excited to speak at MoneyShows Virtual Expo next Thu July XX @ 1:30 pm ET I will discuss what happened to stocks like Carvana and Robinhood that experienced explosive rebounds over the last couple years and whether there's a systematic way of identifying such opportunities. (There is) Register free" @stevehou0 on X 2025-07-17 13:32:23 UTC 30.6K followers, 4175 engagements
"Wall Street does not blindly defend the Fed as a knee-jerk reaction though. Wall Street criticize the Fed all the time every day. Even I as a supporter of the Fed have often criticized the Fed. I think they reacted late to inflation in 2021 and the QE programs were excessive and allowed to continue for too long. I thought the wholesale bailout of the depositors of the SVB was unjustified and unnecessary. Those are my personal views and some broadly shared incl by the Fed leadership itself. The Fed has plenty accountability through Congressional oversight and public scrutiny. They received a" @stevehou0 on X 2025-07-25 12:56:54 UTC 30.7K followers, XX engagements
"@rabois Thats a different prediction. You are basically saying if the Fed cuts the entire rate complex will go lower. I was asking what happens if long yields rise in response to a short rate cut as they did after the rate cuts that began last Sep" @stevehou0 on X 2025-07-22 14:03:57 UTC 30.7K followers, XXX engagements
"The Fed is a national treasure and the envy of the world. Apart from making monetary policy decisions and financial regulations its a world premier economic and financial research institution. The Fed employs over XXX economists incl XXX at the Fed Board in DC and XXX at the regional Feds. Its first in class not just among world central banks and other research institutions but its researchers count among the worlds top scholars like a top research university economics and finance depts. Most of the people that criticize the Fed day in day out have no idea what they are talking about. They" @stevehou0 on X 2025-07-25 10:51:58 UTC 30.7K followers, 30.5K engagements
"The US dollar is a powerful financial technology one might say the worlds most powerful. The token itself is supposed to gradually go down in purchasing value over time. Its a feature not a bug of the modern fiat monetary system which has been wildly successful imo. Also think about all the things you could buy today with dollars that you couldnt in the 1930s when it was supposed to be worth so much more. The dollar depreciates thats why you own assets. I thought thats in the instruction manual for citizens born in capitalist countries" @stevehou0 on X 2025-07-25 11:53:45 UTC 30.7K followers, 10.6K engagements
"Like I said From the perspective of amateurs any fields experts look unimpressive these days if one only focuses on the errors and has no sense of scientific outcome assessments. Exhibit A: (Theres nothing wrong with being an amateur shooting ones mouth. We all do it as sports fans all the time. Just understand that if you were put on the field it wouldnt be as obvious as it looks on TV. 🤣)" @stevehou0 on X 2025-07-25 11:15:56 UTC 30.7K followers, 2719 engagements
"@chamath @theallinpod Sorry I thought it was a trade recommended to the All In podcast audience. Given that its the number X podcast with maybe hundreds of millions of listeners worldwide I just assumed the vast majority doesnt have ISDA or cheap/free leverage to put into such a trade" @stevehou0 on X 2025-07-21 11:50:07 UTC 30.7K followers, 87.6K engagements
"@volckron I don't think we are very good at measuring productivity impact. Where's the evidence that internet has increased productivity" @stevehou0 on X 2025-07-24 12:42:14 UTC 30.7K followers, XX engagements
"@rev_cap Did you underestimate their pension and SS and they overestimate their home value" @stevehou0 on X 2025-07-20 17:40:29 UTC 30.6K followers, 2021 engagements
"Wow Wyoming is really nice this time of the year 😍" @stevehou0 on X 2025-07-19 17:43:53 UTC 30.6K followers, 36K engagements
"Chris Waller is actively and openly campaigning for the Fed Chair job. All things considered I think that's a very good thing. I hope he gets it. He's clearly the best candidate of all the major options being floated" @stevehou0 on X 2025-07-18 13:05:02 UTC 30.6K followers, 18.6K engagements
"@rev_cap @ezraklein @DKThomp Trump's base isn't in the cities so he doesn't really care about this issue Housing supply in NYC is a liberal issue. But I agree with you that this should be a good policy for Dems to pursue" @stevehou0 on X 2025-07-21 11:30:36 UTC 30.6K followers, XXX engagements
"Ironically the way long term bond yields reacted (and the subsequent inflation and growth news) to the rate cuts last fall is an important reason why the Fed is nervous about cutting prematurely now. Here's my review of the sequence of events last fall:" @stevehou0 on X 2025-07-22 17:08:27 UTC 30.6K followers, 2074 engagements
"@atlas_invst Trust me the following is true of celsius too "0 deg = cold as shit XXX deg = hot as shit"" @stevehou0 on X 2025-07-22 17:51:16 UTC 30.6K followers, XXX engagements
"Incredibly sophisticated take. I def didnt see this one coming but prob shouldve. Powell for Pulte. Great trade Sharpe Gotta lever it up Bill Pulte is rich enough to have an ISDA and can put $5-10 trillion on each side of the Feds balance sheet when the time comes" @stevehou0 on X 2025-07-23 12:08:18 UTC 30.7K followers, 1987 engagements
"Genuine overcapacity in investment grade bond underwriting. And people think Chinas overcapacity means therere too many factories. Maybe overcapacity is just how China operates in everything" @stevehou0 on X 2025-07-24 11:20:46 UTC 30.7K followers, 2239 engagements
"@chamath @theallinpod Um Annualized Return: XXXX% (from the long SPY short Mag7 XXX% return over X months and XX days annualized with compounding). 1-Year Risk-Free Rate (Jan 2025): 4.3%" @stevehou0 on X 2025-07-20 22:55:30 UTC 30.7K followers, 225.7K engagements
"@Hauge319 @tolstoybb My point is absolutely not that PLTR price is justified. In fact the strategy has already sold out of it early in the year" @stevehou0 on X 2025-07-18 00:49:39 UTC 30.7K followers, XX engagements