Tweets Analysis - Keyword: @cullenroche

Overview

Total number of tweets analysed

327

Earliest tweet was on

2023-02-09

Latest tweet was on

2023-02-19

Tweets covering

10 days

Average age of authors' accounts

8 years


Summarization

Cullen Roche and other users discuss topics related to the stock market, inflation, and the Fed. They also discuss a downturn in the market in 2021 and the potential for a soft landing in January 2021. There is disagreement on the causes of and solutions to inflation and a discussion of other topics such as GSEs and mortgage demand. Finally, they express appreciation for Roche's writing and knowledge.

Topic Modeling

  1. Stock market - Misconceptions, Mismanagement, Causes of shifts
  2. Economics - Stagflation, Inflation, Disposable Income, Wage Indexation, Monetary and Fiscal Policies
  3. Technology - Optimizing Portfolios
  4. Investment - Classic Stagflation, Investment Property, Mortgage Demand, GSEs LLPA matrices
  5. Financial Independence and Sleeping Well - Bretton Woods, Oil Prices, Credit Cards, China

Emotional Analysis

The tweets expressed a range of emotions, from excitement and optimism about the stock market to frustration and confusion about the causes of inflation. There was also a sense of admiration for Cullen Roche, the author of the original tweet, as well as for the work he has done. Finally, there was a general feeling of curiosity and discussion about various topics related to the stock market, inflation, and the economy.

Trend Analysis

  1. Inflation and devaluation of currencies
  2. Stock market behavior
  3. Financial independence
  4. Credit card consumption
  5. Real estate market trends

Disclaimer: The text analysis on twtdata.com, powered by OpenAI, does not represent the views of twtdata.com or its affiliates. The analysis is for informational purposes only and not an endorsement of any viewpoint.

Types of Tweets

Number of Retweets

30

Percentage of total tweets

9%

Number of Original tweets

10

Percentage of total tweets

3%

Number of tweets that contain Mentions

327

Percentage of total tweets

100%

Number of tweets that were Replies

285

Percentage of total tweets

87%

Number of tweets that were Quotes

15

Percentage of total tweets

4%

Number of tweets that contain Hashtags

12

Percentage of total tweets

3%


Top 5 devices used to tweet

Source Count
Twitter Web App 138
Twitter for iPhone 133
Twitter for Android 33
Twitter for iPad 13
Revive Social App 3

What devices were used to tweet


Top 10 accounts with highest followers count

Username Name Bio Followers count
mikealfred Mike Alfred Founder & Managing Partner at Alpine Fox LP. Engaged value investor and board director. Recovering tech entrepreneur. Ultrarunner with four 100 mile finishes. 126,196
DavidBCollum Dave "The Denier" Collum Prof of Organic Chemistry @ Cornell. Libertarian. Fan of Austrian business cycle, Zero Hedge, gold. Biggest bear. Opinions and ideas expressed are not my own. 93,364
EPBResearch Eric Basmajian Founder, https://t.co/rz4CoKygOu 90,330
AdamSinger Adam Singer VP marketing @AdQuick, the modern way to run out of home (OOH) advertising for everyone from startups to S&P brands. Learn more at: https://t.co/CuMpwTUOKi 80,533
EconomPic Jake An optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨‍👩‍👦‍👦👶🏻🐶🍔🍺🏀⚾️📊🤘 38,253
InvestingCanons Investment Wisdom Sound investment principles, wisdom, and inspiration from the best investors and thinkers. Follow me to think about investing and decision making more wisely. 26,244
philbak1 Phil Bak 🎩 founder/ceo Armada ETFs 21,514
NewRiverInvest 3.9% symmetrical objective proponent Personal opinions of Guillermo Roditi Dominguez. not investment advice or solicitation for business. hates: prison industrial complex. ❤️: water infra. he/him 17,781
RunnymedeCap Andrew Wang | Financial Advisor Runnymede Capital Management (Owner) | @Investopedia Top 100 Financial Advisor 2022 | Host of @inspiredmoneyfm Top 10 @Forbes Personal Finance Podcast | Speaker 14,663
tradewithmrp Mr ℗ Swing/position trader and a student of the markets. Trades mostly nordic equities. Tweets are not investment recommendations. 12,864

Top 10 accounts with highest friends count

Username Name Bio Followers count
RunnymedeCap Andrew Wang | Financial Advisor Runnymede Capital Management (Owner) | @Investopedia Top 100 Financial Advisor 2022 | Host of @inspiredmoneyfm Top 10 @Forbes Personal Finance Podcast | Speaker 11,046
bjeaglefeather Bradley Jon Eaglefeather The Organic Intellectual, Transmedia Producer, DJ, Nanotechnologist | Creative Collaborative Media Design @theeaglesvision | https://t.co/wThRX7XMky aloha! 9,115
Qynton Qynton. 🚛🚚🛻🇨🇦🇺🇸 Christian, Artist, Musician, #NRA-Sweetheart baby, Lover of Books, Movies & Current Events. Political Aficionado 2Boot! *No trains!!* On Truth Social. 7,363
PlastiqSoldier Elon Musk wasted 44 billion. I voted. Did you? https://t.co/tjSJSgM579 4,995
yestradamous FartingCows&Airplanes I’d rather know than not know. Not scared of free speech. Twitter, play fair! 4,956
nw3 Nick Walker “I must study war such that my son can study business such that his son can study art”. // MAYC #5743 4,479
AdamSinger Adam Singer VP marketing @AdQuick, the modern way to run out of home (OOH) advertising for everyone from startups to S&P brands. Learn more at: https://t.co/CuMpwTUOKi 4,198
jbmp51 Jason Miller Owner/Operator retail food biz --Ex Special sit./ Event HF. My app project would open the floodgates to more Twitter users but was early + died. 3,505
inspiredmoneyfm Inspired Money Makers Improve your Money Mindset with "Inspired Money by Andy Wang!" @RunnymedeCap #InspiredMoney #PersonalFinance #Podcast #MoneyTips #RetirementPlanning #CryptoTalk 3,282
chilicon73 General Gen X Prepared for The Green Leap Backward 3,143

Most active users

Username Bio Number of tweets
sidprabhu - 21
mango_macro Amateur macroeconomic research. Not financial advice. 12
Germanbelkanaya - 11
NewRiverInvest Personal opinions of Guillermo Roditi Dominguez. not investment advice or solicitation for business. hates: prison industrial complex. ❤️: water infra. he/him 11
MarketPicker Founding member of @DormRoomCap. Market participant (equities/options). Likes/Retweets are not an endorsement. 7
philbak1 founder/ceo Armada ETFs 5
VXO150 #FARMERSPROTEST 5
CantillonCH Author of the 'Cantillon Effects' newsletter. Independent research & content, conferences, public speaking. Unconventional Wisdom and Original Thinking 5
AdamSinger VP marketing @AdQuick, the modern way to run out of home (OOH) advertising for everyone from startups to S&P brands. Learn more at: https://t.co/CuMpwTUOKi 4
no_pullbacks The #Fed ALWAYS protects asset prices & WANTS inflation, until proven otherwise. Democrats are worsening this inflation. #VoteRepublican in November 2022.🇺🇸 4

Tweets per day


Top 10 tweets with highest Retweet count

ID Text Retweet count
1624791017495965697 "The stock market is the only market where things go on sale and all the customers run out of the store." — @cullenroche 61
1625141382720663552 2023 Market Outlook: Inflation, Recession, and the Fed w/ Cullen Roche (TIP523) https://t.co/1TTkcjc280 | The Investor's Podcast Network @TIP_Network @stig_brodersen @cullenroche #Inflation #Recession #Fed #PCE #CPI #CullenRoche #StigBrodersen #WeStudyBillionaires https://t.co/dkVJt6rSqZ 5
1625961723613020160 @cullenroche Market is taking the strong bounce in January data (ex. production) as a soft landing/delayed recession story. If we average the seasonal quirks of Dec and Jan, it would have looked like a continued deceleration but now ppl think it's a bottom. https://t.co/cTCMllgOJZ 3
1625885729216765952 @cullenroche Classic stagflation—fewer goods for more money. 2
1627187714553688064 @cullenroche “Deflation is impossible bc of sticky prices, bro” https://t.co/BXdZwwQekd 1
1626228177168388098 Thursday's edition of #TopLinks are ready to roll! We have posts this morning from @ATeachMoment, @cullenroche, @dmfrie, & Craig Stephens of @RetireBeforeDad. Enjoy! https://t.co/NvYNn3tHH8 https://t.co/q9I18JDJ3O 1
1626729593087606784 @cullenroche @choffstein This is a misconception, a reversal of causation that is used to shift blame. In Aug 1971 when Bretton Woods ended, an oz of gold bought 12 barrels of WTI. 10 years later it still bought 12 barrels of WTI. Inflation of the dollar was the problem. 1
1625892211693854720 @cullenroche Aggregate demand is strong, aggregate supply is weak. No paradox. 1
1623767730267488257 @cullenroche Non real personal income growth is still healthy. If you think inflation will come down, real personal income will naturally start to increase, no? The only bear case here is if real personal income continues to drop, which no data is showing. 0
1625478621740601344 @cullenroche https://t.co/0Z4XElMaJb 0

Top 10 tweets with highest Like count

ID Text Like count
1624791017495965697 "The stock market is the only market where things go on sale and all the customers run out of the store." — @cullenroche 335
1626729593087606784 @cullenroche @choffstein This is a misconception, a reversal of causation that is used to shift blame. In Aug 1971 when Bretton Woods ended, an oz of gold bought 12 barrels of WTI. 10 years later it still bought 12 barrels of WTI. Inflation of the dollar was the problem. 16
1625885729216765952 @cullenroche Classic stagflation—fewer goods for more money. 15
1625961723613020160 @cullenroche Market is taking the strong bounce in January data (ex. production) as a soft landing/delayed recession story. If we average the seasonal quirks of Dec and Jan, it would have looked like a continued deceleration but now ppl think it's a bottom. https://t.co/cTCMllgOJZ 11
1626797177141071875 @cullenroche @chilicon73 @choffstein https://t.co/p3wAB8sQ5p https://t.co/JmCfIrMNE3 11
1625251473637494784 @cullenroche @elonmusk I quite like the for you tab, simply use the following one? 7
1625878419933110273 @cullenroche Consumer is chucking it on the credit card! https://t.co/T5VYacNXnU 7
1625875951337840643 @cullenroche I wonder if year over year tells us what we need to know right now. It is true that real retail sales have been stagnant since summer of '21. But it is also at a level still above the previous trend. And real disposable personal income is up 6 months in a row. https://t.co/VvrLn9E1gL 7
1626644177583804421 @cullenroche @choffstein wage indexation on top of that 6
1626795659058876416 @cullenroche @chilicon73 @choffstein Your explanation is basically “inflation was caused by some prices going up”. That’s the water here. Well why were they in the water? Devaluation/end of BW. Oil prices up was an intermediate step caused by deval. 6

Top 3 Languages Used In Tweets


Top 10 Hashtags used

Hashtag Count
#westudybillionaires 3
#toplinks 2
#inflation 2
#recession 2
#fed 2
#pce 2
#cpi 2
#cullenroche 2
#stigbrodersen 2
#bitcoin 1

Top 10 Hashtags Used In Tweets

Top 10 mentions

Mention Count
@cullenroche 328
@elonmusk 53
@choffstein 20
@sidprabhu 15
@samh510 11
@adamsinger 10
@philbak1 8
@chilicon73 5
@cantillonch 5
@peconiccapital 4

Top 10 mentions

Wordcloud of Tweets


Emojis

Average number of emojis used per tweet

6

Emojis used in tweets

Emoji Count Emoji Text
🤔 8 thinking_face
😂 3 face_with_tears_of_joy
🤷‍♂️ 3 man_shrugging
🤦🏻‍♂️ 2 man_facepalming_light_skin_tone
🗑️ 1 wastebasket
🙃 1 upside-down_face
😅 1 grinning_face_with_sweat
😉 1 winking_face
🎯 1 bullseye
💯 1 hundred_points

Emojis groups

Emoji Group Count
Smileys & Emotion 15
People & Body 5
Objects 1
Activities 1