@profplum99 focused heavily on passive investing, market structure, leverage and asset pricing, arguing that passive flows can distort markets and that prices are determined by marginal supply and demand rather than abstract value estimates 252627. They also discussed inflation measurement, criticising shelter-cost estimates and highlighting a gap between personal grocery inflation and official CPI measures 132223. Other posts touched on US-China escalation risks, energy policy, corporate pricing power, technology companies and deteriorating public discourse 15161718.
On the record
last 31 daysNo positions on the record in the last 31 days — retweets, links and asides don't count, only a view of their own.
Their output
34 in July 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Marko Papic 1 mention
What they talk about
- inflation 4 items
- Eric Balchunas 4 items
- CPI 3 items · disputed
- Tom Morgan 2 items
- Andreas Steno Larsen 2 items
- U.S. Bureau of Labor Statistics 2 items
- China 2 items
- Microsoft Corporation 2 items
See what your own voices say about @profplum99, every morning.
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