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Rev Cap
3,594 Twitter followers
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L/S cyclicals investor.
Posts
Rev Cap
03-28
Thread
#Thread#
The entire timeline rn twitter.com/rev_cap/status/203...
Rev Cap
03-22
“Winding down the war” just yesterday Most of what Trump is saying on weekdays is just to buy time and convince the market it’s about to end But the weekend is for bombs and real talk twitter.com/rev_cap/status/203...
Rev Cap
03-13
Thread
#Thread#
It’s insane the treasury may have actually shorted oil futures How far are we from the treasury just buying stocks?
Rev Cap
02-28
Business leaders move to Miami for better quality of life and lower taxes, keep their HQ in NYC where mid level people are still in the office and commuting How much longer is that going to be the status quo? Eventually just move the whole thing
Nick Timiraos
@NickTimiraos
02-28
Richard Florida: The wealthy have long threatened to leave when battling local governments over taxes. They rarely did. But their threats have teeth this time—not because they are abandoning great cities but because they figured out they don’t have to. https://wsj.com/real-estate/miami-property-taxes-billionaires-future-cities-a9bdda45?st=CQHJjG&reflink=desktopwebshare_permalink…
NYC
0%
Rev Cap
02-23
This was a good take. The free market deeply wants deflation right now Home prices want to go down. Goods need to deflate. Wages need to go lower so hiring will pick up. The dollar wants to go lower And the fiscal agenda is just fighting that gravity
Mr. VIX
@yieldsearcher
02-23
Telling you for the umpteenth time: All these “run it hot” Trump policies are not fuel for inflation, but brakes on a much larger deflationary wave. x.com/tmtlongshort/s…
Rev Cap
02-23
Thread
#Thread#
My wife has me watching this show Love is Blind and Im snowed in There's a character on it whose "career" is day trading. He does crypto but mostly trades the USDAUD Currency Cross. He's in his 30s. Former pro soccer player Robinhood & JPow. Cooking so many young dudes
FIL
1.79%
Rev Cap
02-07
Most expensive ever on FCF Least expensive ever on earnings All trying to kill each other
TT3
@TradingThomas3
02-07
Most of Mag 7 hasnt been this cheap since Covid crash.
FCF
0%
Rev Cap
12-20
This is really an incredible exchange Trump says rapidly expanding supply would hurt existing owners too much to pursue it & it’s more important to keep prices high for boomers This guy is going to end his term with the lowest approval rating ever
EndGame Macro
@onechancefreedm
12-20
President Trump Says He’s Looking At Emergency Action On Housing President Trump says he is considering declaring a national housing emergency to tackle affordability while trying not to undercut existing homeowners’ wealth. He frames housing as a core store of net worth
Rev Cap
12-13
They can cut rates all they want But the 10 year is staying above 4%
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