Let’s dive into why real estate might be experiencing a slow and unrecoverable collapse:
Real estate is excellent for 2 reasons: Leverage & taxes.
But quite frankly, everything else about it sucks.
• The cash flow isn’t as impressive as many suggest
• You pay a yearly tax in perpetuity to keep your asset
• It’s illiquid, requires maintenance, insurance, etc
Paying down your mortgage over 30 years is great, but it’s a headache.
Jul 23 • 8 tweets • 2 min read
Trump wants rates below 1%.
If he’s successful, that would be the single biggest rate cut in history.
Here’s what happens if he’s successful:
The largest one-time rate cut decision occurred during the Great Financial Crisis.
It was a full 1% cut. Quite substantial, all things considered.
Jul 12 • 21 tweets • 4 min read
X is the only platform that lets you glimpse into the minds of top investors.
You basically have access to their shower thoughts 24/7.
But you still have to find these investors and absorb their knowledge.
So here are the 18 accounts you should follow to level up your investing game:
1 - Stock Market News (@StockMKTNewz)
Evan gives you real-time updates on the stock market and the rest of the world.
Think of his timeline as a digital newspaper combined with his viewpoints.
If you ever had to dedicate an X account to your second monitor permanently, this would be it.
Jun 18 • 12 tweets • 3 min read
Institutional investors sway stock prices in their favor all the time.
Only to delay reporting for up to 24 hours and dump on retail.
Thankfully retail can finally spot this behavior before it happens.
Give me 60 seconds to explain how 👇
Ever heard of a dark pool?
Dark pools are exchanges that only institutions trade on.
On these exchanges, stocks trade at different prices from the rest of the market.
Plus, institutions can delay reporting up to 24 hours.
Jun 14 • 8 tweets • 2 min read
Here are the current stock portfolios of the best investors in the world.
1) Stanley Druckenmiller 🧵 2) Warren Buffett
This is Buffett’s last year as CEO of Berkshire.
Enjoy his portfolio breakdowns while you still can.
Jun 4 • 10 tweets • 3 min read
Most people don’t have time to invest.
That’s why they send their money to Wall Street.
Thankfully, there’s an alternative that easily allows you to trade & invest alongside the best.
Give me 60 seconds to explain how it works 🧵
Autopiloting is an investment strategy to instantly replicate the trades of other investors.
When they buy or sell, you automatically buy or sell alongside them.
Instead of putting your faith in the decision-makers of the companies you buy, you’re putting it in the hands of investors you trust.
May 21 • 7 tweets • 2 min read
Wish you could click one button and learn everything about a stock?
That technology already exists.
They offer every data point with amazing visuals on all your favorite companies.
Here’s exactly what I’m talking about (not clickbait):
Valuesense is a financial analytics platform to help investors identify and capitalize on stock opportunities.
These types of platforms have existed forever.
But nobody does it quite like Valuesense.
Check this out 👇
Apr 30 • 9 tweets • 2 min read
The U.S. can’t repay its $36 trillion of debt.
Here’s what will happen instead:
There are only 3 possible outcomes to addressing the debt problem:
It could be a deliberate 4D chess move by the Trump administration.
Here’s how surging gold prices could lead to a $1 trillion stealth QE print:
Whether you think Trump is a brash genius or a bumbling fool, the same can’t be said about his Secretary of the Treasury.
Scott Bessent is incredibly qualified for his position.
He’s worked alongside Stanley Druckenmiller.
He helped George Soros break the Bank of England.
The guy’s resume speaks for itself.
Apr 6 • 14 tweets • 3 min read
My tariff thread went viral yesterday.
I argued tariffs wouldn’t have any long-term impact on the stock market.
So I thought it’d be fun to flip the script and argue the other side.
Here’s how tariffs could wreck the stock market for years:
Trump is using tariffs for several reasons:
• Bring back American jobs
• Gain leverage in trade negotiations
• As a long-term and potential substitute for income tax
• As a tool to force the Fed to cut rates
Let’s start with how tariffs pressure the Fed.
Apr 5 • 19 tweets • 4 min read
Tariffs will have ZERO long-term impact on the stock market.
There…I said it.
Don’t believe me? Basic math says I’m correct.
If you’re scared of tariffs, you won’t be after reading this 👇
In a healthy economy, tariffs should have a long-term impact on the stock market.
But we don’t live in a healthy economy.
We live in a currency debasing shitshow.
Feb 19 • 15 tweets • 3 min read
Did you know there’s a way to predict the S&P 500 with an ~85% correlation?
Sounds insane, but it’s true.
Here’s the surprising logic behind my claim:
When investors look for long-term bullish S&P 500 signals, they look at:
• U.S CPI
• U.S. interest rates
• U.S. M2 supply (relatively liquid assets in the U.S economy)
This is a mistake.
Feb 5 • 13 tweets • 3 min read
Have we reached the Bitcoin cycle peak?
My evidence strongly suggests we haven’t.
If you’re feeling bearish, read this 👇
What’s the greatest catalyst for Bitcoin’s price?
Is it nation-state FOMO via strategic Bitcoin reserves?
Is it institutional adoption via spot ETFs?
Is it the 4-year halving cycle?
Believe it or not, none of these are the biggest catalysts for Bitcoin's price.
Feb 1 • 15 tweets • 4 min read
Elon is about to launch “X Money.”
This is far more bullish for assets than people realize.
Here’s what we know about X Money so far:
As you’re likely aware, Elon’s already dabbled in online payment platforms.
In 1999, he founded x(Dot)com which later merged with Confinity to become PayPal.
Jan 30 • 7 tweets • 2 min read
Most investors don’t have time to study the markets
That’s why they send their money to Wall Street
Today, there’s a new alternative
Give me 1 minute to explain how Autopilot works:
Ever wish you could trade just like your favorite finance content creators?
When they buy - you buy
When they sell - you sell
Best part: now it's fully automated
Jan 4 • 14 tweets • 3 min read
Looks like Blackrock might be trying to fork Bitcoin.
Don’t believe me? Their SEC filings suggest I’m right.
If you own Bitcoin, you need to read this 👇
Picture this: