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šŸ¦œ Edward Dowd / @DowdEdward

@nitter.poast.org.dowdedward@rss-parrot.net

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Site URL: nitter.poast.org/DowdEdward

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Posts: 37

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ā€œBloomberg report that the company informed customers of double-digit percentage price increases.ā€ Demand destruction incoming on consumer phones.

https://nitter.poast.org/DowdEdward/status/2080713559668138329#m

Published: July 24, 2026 17:55

ā€œBloomberg report that the company informed customers of double-digit percentage price increases.ā€ Demand destruction incoming on consumer phones. FinancialJuice (@financialjuice) Qualcomm: We can no longer absorb increasing costs. $QCOM ā€”ā€¦

RT by @DowdEdward: Token costs have erased the entire agentic bounce and are at 3.5 month lows (as is the Hyperscaler index)

https://nitter.poast.org/zerohedge/status/2080597378394931417#m

Published: July 24, 2026 10:14

Token costs have erased the entire agentic bounce and are at 3.5 month lows (as is the Hyperscaler index)

Comrade Mamdani doing what commies do.

https://nitter.poast.org/DowdEdward/status/2080421386011718080#m

Published: July 23, 2026 22:34

Comrade Mamdani doing what commies do. Mayor Zohran Kwame Mamdani (@NYCMayor) If you have a second home in New York City worth more than $5M, check your mailbox when youā€™re back in the five boroughs ā€” because you've got mail. Today, we sentā€¦

RT by @DowdEdward: Losing the issue by a mile.

https://nitter.poast.org/RMConservative/status/2080403406611435531#m

Published: July 23, 2026 21:23

Losing the issue by a mile. Aaron Rupar (@atrupar) Trump on data centers: "You have to convince your communities how great these things are. You can't fight it. You have to go with it." Video ā€”ā€¦

Closing timeā€¦

https://nitter.poast.org/DowdEdward/status/2080386982166016385#m

Published: July 23, 2026 20:18

Closing timeā€¦ zerohedge (@zerohedge) Carnage in hyperscaler bond land: IG bond spreads exploding every day, as credit investors refuse to fund memory chip purchases any longer. CDS are following. For now, stocks are completely ignoring what is goingā€¦

Wall Streetā€™s AI Capex Partyā€¦Itā€™s 2 AM & The Bar is about to close! āœ…Private Credit Stalled āœ…Enterprise Demand Cracking, āœ…Power Constraints Looming āœ…Open-source Pricing Pressure https://substack.com/@eddowdbeyondthenarrative/note/p-208156576?r=12542m&utm_medium=ios&utm_source=notes-share-action

https://nitter.poast.org/DowdEdward/status/2080333252196499784#m

Published: July 23, 2026 16:44

Wall Streetā€™s AI Capex Partyā€¦Itā€™s 2 AM & The Bar is about to close! āœ…Private Credit Stalled āœ…Enterprise Demand Cracking, āœ…Power Constraints Looming āœ…Open-source Pricing Pressure substack.com/@eddowdbeyondthā€¦

RT by @DowdEdward: ā€œUnder the terms of the agreement, Anthropic will purchase up to 2 gigawatts of AMDā€™s latest-generation chips. AMD will also invest up to $5 billion in Anthropic. AMD is also in talks to provide a financial backstop for Anthropicā€™s future data-center leases as well.ā€ šŸ‘‡šŸ¼ https://www.wsj.com/tech/ai/amd-and-anthropic-sign-major-chips-and-investment-deal-4adfdc45

https://nitter.poast.org/MauiBoyMacro/status/2080033849262932462#m

Published: July 22, 2026 20:54

ā€œUnder the terms of the agreement, Anthropic will purchase up to 2 gigawatts of AMDā€™s latest-generation chips. AMD will also invest up to $5 billion in Anthropic. AMD is also in talks to provide a financial backstop for Anthropicā€™s future data-centerā€¦

RT by @DowdEdward: Former BlackRock Manager: "The Recession Has Already Started" w/ @DowdEdward & @1MarkMoss 0:00 ā€” Episode Trailer 00:49 ā€” Has the recession already started? 03:59 ā€” The 3 biggest risks: AI, housing & China 07:21 ā€” Is AI really in a bubble? 12:02 ā€” Secure Your Bitcoin with Unchained 12:49 ā€” What could actually burst the AI bubble 23:48 ā€” Buy Bitcoin with River 24:31 ā€” Will the Trump administration change the outcome? 29:08 ā€” Is the housing market about to crack? 33:44 ā€” Get a 2nd Passport with Bitizenship 34:42 ā€” Inflation, deflation & where rates are headed 38:05 ā€” Demographics, excess deaths & the economic impact 42:15 ā€” Can AI solve the demographic crisis? 43:43 ā€” 5-year outlook: Bearish now, bullish later 47:03 ā€” Can cutting government fraud prevent a crisis? 51:52 ā€” Where to follow Edward Dowd

https://nitter.poast.org/MDisruptors/status/2080003179719102638#m

Published: July 22, 2026 18:52

Former BlackRock Manager: "The Recession Has Already Started" w/ @DowdEdward & @1MarkMoss 0:00 ā€” Episode Trailer 00:49 ā€” Has the recession already started? 03:59 ā€” The 3 biggest risks: AI, housing & China 07:21 ā€” Is AI really in a bubble? 12:02ā€¦

RT by @DowdEdward: ā€œAt worst, should at least one desperate country resort to WMDs, the outcome of a great-power war could prove to be even more devastating than that of a civil war. The toll could be almost unimaginable ā€“ with multiple cities destroyed, many millions killed, and many tens of millions displaced ā€“ all perhaps triggered by some ill-fated combination of the wrong leader making the wrong choice at the wrong time.ā€ https://www.theburningplatform.com/2026/07/22/fourth-turning-global-war/

https://nitter.poast.org/angsoccmom/status/2079979745626714380#m

Published: July 22, 2026 17:19

ā€œAt worst, should at least one desperate country resort to WMDs, the outcome of a great-power war could prove to be even more devastating than that of a civil war. The toll could be almost unimaginable ā€“ with multiple cities destroyed, many millionsā€¦

RT by @DowdEdward: My judgement: the Covid period is being used as precedent. Everything: surveillance, censorship, distance until vaxx, mask, defer, close, restrict, ration, spend, inflate, the works. Everything. It's the new model for a new age of totalitarian corporatism.

https://nitter.poast.org/jeffreytucker/status/2079694133552115877#m

Published: July 21, 2026 22:24

My judgement: the Covid period is being used as precedent. Everything: surveillance, censorship, distance until vaxx, mask, defer, close, restrict, ration, spend, inflate, the works. Everything. It's the new model for a new age of totalitarian corporatism.

Bingoā€¦over target. AI productivity hype versus reality. Bottom lineā€¦it will take more time than current forecasts predicting.

https://nitter.poast.org/DowdEdward/status/2079672308676067535#m

Published: July 21, 2026 20:58

Bingoā€¦over target. AI productivity hype versus reality. Bottom lineā€¦it will take more time than current forecasts predicting. Hedgie (@HedgieMarkets) šŸ¦”An NBER study by MIT and Wharton researchers tracked 100,000 GitHub developers before and afterā€¦

RT by @DowdEdward: Private Credit Freezes as Investors Want Their Money Back | Ed Dowd Edward Dowd, Founding Partner of Phinance Technologies, joins Kitco News Senior Anchor Jeremy Szafron to break down why the real estate market is completely frozen and why private credit funds are beginning to gate withdrawals. Dowd outlines the exact macro sequence that he believes will drive gold prices to $10,000 by 2030. Full video at Kitco https://www.youtube.com/watch?v=aJt2wQQy3z8 Dowd details that the U.S. housing market is currently experiencing a "buyer strike," with 75% of real estate agents failing to make a sale in the past year. He argues that home prices are roughly 30% overvalued and will need to reset lower. Turning to the stock market, Dowd warns that the S&P 500 is dangerously concentrated, with 45% of its market cap in AI and AI-adjacent tech, projecting zero forward returns for the index over the next decade. He also exposes the growing risks in private credit, noting that flows have paused and Wall Street is currently bundling these funds into insurance wrappersā€”a move he compares to the credit alchemy of the Great Financial Crisis. Finally, Dowd shares why he is completely out of equities and holding a portfolio of cash, long-dated treasuries, and physical gold to protect against a deflationary slowdown. Recorded July 21 2026 Follow Jeremy Szafron on X: @JeremySzafron (https://x.com/JeremySzafron) Follow Kitco News on X: @KitcoNewsNOW (https://x.com/KitcoNewsNOW) Follow Edward Dowd on X: @DowdEdward (https://x.com/DowdEdward) Read Ed's Substack: Ed Dowd: (https://substack.com/@eddowdbeyondthe...) Timestamps: 00:00 Markets Jolt Setup 00:41 Gold Pullback Question 02:46 Credit Event Signposts 05:17 Housing Freeze Warning 10:46 AI Bubble Meets Credit 15:35 Private Credit Contagion 22:20 Dollar Liquidity Squeeze 24:05 Inflation Whipsaw Fed 26:45 Portfolio Survival Tips 28:26 Road to Ten Thousand 30:37 Silver And Allocation 31:27 Cash Bonds Strategy 33:57 Wrapping Up

https://nitter.poast.org/KitcoNewsNOW/status/2079647667488207058#m

Published: July 21, 2026 19:20

Private Credit Freezes as Investors Want Their Money Back | Ed Dowd Edward Dowd, Founding Partner of Phinance Technologies, joins Kitco News Senior Anchor Jeremy Szafron to break down why the real estate market is completely frozen and why private creditā€¦

The credit folks always end the partyā€¦getting closer to closing time.

https://nitter.poast.org/DowdEdward/status/2079610414850285674#m

Published: July 21, 2026 16:52

The credit folks always end the partyā€¦getting closer to closing time. Hedgie (@HedgieMarkets) šŸ¦”Goldman Sachs' trading desk said there are "signs of panic" among investors lending money to AI companies. Oracle is the clearest example. S&P cut Oracle'sā€¦

RT by @DowdEdward: Anything seems possible these days in the Wild West of private markets. Maybe Fitch will become a captive subsidiary of a captive offshore reinsurance company owned by a domestic insurance company owned by a private credit company owned by a private equity company. Leveraged.

https://nitter.poast.org/TruthGundlach/status/2079369023905464750#m

Published: July 21, 2026 00:53

Anything seems possible these days in the Wild West of private markets. Maybe Fitch will become a captive subsidiary of a captive offshore reinsurance company owned by a domestic insurance company owned by a private credit company owned by a privateā€¦

Iā€™m pretty sure this isnā€™t bullish.

https://nitter.poast.org/DowdEdward/status/2079337183912329514#m

Published: July 20, 2026 22:46

Iā€™m pretty sure this isnā€™t bullish. Polymarket Money (@PolymarketMoney) BREAKING: New home prices fall below existing home prices for the first time on record. ā€” https://nitter.poast.org/PolymarketMoney/status/2078918396461363694#m

Bloomberg Private Credit article: ā€œWall Street Alchemists Tap Insurers to Unfreeze Private Marketsā€ When I hear alchemy invoked on Wall Street it triggers meā€¦In 2007 the head of BlackRockā€™s CDO business was quoted as saying ā€œI turn shit into gold!ā€ We know how the story ends. This insurance wrapper is an attempt to keep the party rolling because all it takes for this to unravel is the second derivative of flows to slow, stop or reverse.

https://nitter.poast.org/DowdEdward/status/2079331039827398775#m

Published: July 20, 2026 22:22

Bloomberg Private Credit article: ā€œWall Street Alchemists Tap Insurers to Unfreeze Private Marketsā€ When I hear alchemy invoked on Wall Street it triggers meā€¦In 2007 the head of BlackRockā€™s CDO business was quoted as saying ā€œI turn shit into gold!ā€ Weā€¦

RT by @DowdEdward: Republicans passing stealth amnesty less than 4 months before the midterms is malpractice. Are they TRYING to lose?

https://nitter.poast.org/honestpollster/status/2079243181124727120#m

Published: July 20, 2026 16:32

Republicans passing stealth amnesty less than 4 months before the midterms is malpractice. Are they TRYING to lose? Dominic Michael Tripi (@DMichaelTripi) NEW: House bipartisan agriculture bill expected to pass will grant amnesty to undocumented farmā€¦

RT by @DowdEdward: NFL quarterback Jim Miller used DMSO from a horse farm to play seasons through injuries the league's painkillers couldn't fix. He's not the only one ā€” pro athletes have quietly used it for decades while the FDA refuses to approve it. But DMSO isn't just for pro athletes. It has an 80-90% success rate for musculoskeletal injuries and chronic pain, with thousands of patients documented across decades of clinical use and thousands more readers reporting identical results. Most importantly, unlike NSAIDs and opioids which kill tens of thousands of Americans annually, DMSO has never been linked to a single death.šŸ§µ

https://nitter.poast.org/MidwesternDoc/status/2078973370281214209#m

Published: July 19, 2026 22:40

NFL quarterback Jim Miller used DMSO from a horse farm to play seasons through injuries the league's painkillers couldn't fix. He's not the only one ā€” pro athletes have quietly used it for decades while the FDA refuses to approve it. But DMSO isn't justā€¦

$NVDA Private credit web "One Ring to rule them all, One Ring to find them, One Ring to bring them all and in the darkness bind themā€¦In the Land of Mordor where the Shadows lie."

https://nitter.poast.org/DowdEdward/status/2078944266055975337#m

Published: July 19, 2026 20:45

$NVDA Private credit web "One Ring to rule them all, One Ring to find them, One Ring to bring them all and in the darkness bind themā€¦In the Land of Mordor where the Shadows lie." Unicus (@UnicusResearch) The $NVDA booby trap. As we continue toā€¦

Why? Simpleā€¦Projectiles over platforms. Clearly their missile and drone capability is intact while their navy and Air Force are gone.

https://nitter.poast.org/DowdEdward/status/2078940369304297927#m

Published: July 19, 2026 20:29

Why? Simpleā€¦Projectiles over platforms. Clearly their missile and drone capability is intact while their navy and Air Force are gone. Matt Van Swol (@mattvanswol) I'm confused. The USA has the most powerful military on Earth. We've bombed the HELL outā€¦

I wrote this substack article with the financial layman in mind. Feedback has been good so far. Every credit cycle has a sector where the excesses accumulate. This sector is opaque and illiquid and currently undergoing stress. In the credit Jenga tower this is the sector to watch.

https://nitter.poast.org/DowdEdward/status/2078897733851852890#m

Published: July 19, 2026 17:40

I wrote this substack article with the financial layman in mind. Feedback has been good so far. Every credit cycle has a sector where the excesses accumulate. This sector is opaque and illiquid and currently undergoing stress. In the credit Jenga towerā€¦

RT by @DowdEdward: šŸ‡ŗšŸ‡ø A Gulf energy shutdown could push CPI to 11% by September. Fmr. BlackRock & Phinance Founder Edward Dowd modeled it out, and the numbers are not comforting: "CPI would start rising again if oil goes above 100 to 200. We'd see inflation CPI anywhere between 8 and 11% by August, September." The worst case scenario just got a lot less far-fetched. @DowdEdward

https://nitter.poast.org/MarioNawfal/status/2078700154736042469#m

Published: July 19, 2026 04:35

šŸ‡ŗšŸ‡ø A Gulf energy shutdown could push CPI to 11% by September. Fmr. BlackRock & Phinance Founder Edward Dowd modeled it out, and the numbers are not comforting: "CPI would start rising again if oil goes above 100 to 200. We'd see inflation CPI anywhereā€¦

Popcorn please.

https://nitter.poast.org/DowdEdward/status/2078555672070050111#m

Published: July 18, 2026 19:01

Popcorn please. New York Post (@nypost) Mamdani in ā€˜active conversationā€™ about whether he can arrest Benjamin Netanyahu when Israel PM visits NYC trib.al/srmDGS9 ā€” https://nitter.poast.org/nypost/status/2078509248846180421#m

Underneath the surface of the indexes violent movements are occurring. My quant friends are amazed by these unprecedented moves.

https://nitter.poast.org/DowdEdward/status/2078551499467280399#m

Published: July 18, 2026 18:44

Underneath the surface of the indexes violent movements are occurring. My quant friends are amazed by these unprecedented moves. Kalani o Māui (@MauiBoyMacro) ā€œThe Bloomberg momentum index is on track for one of its worst-ever monthly performances ā€”ā€¦

RT by @DowdEdward: We, the governed, did not consent to mass surveillance. Civil disobedience is morally justified. The technocratic authoritarians can flock right off with their ā€œlicense plate readers.ā€ We know this isnā€™t about our safety. Itā€™s about control. We see you.

https://nitter.poast.org/BretWeinstein/status/2078239968447901989#m

Published: July 17, 2026 22:06

We, the governed, did not consent to mass surveillance. Civil disobedience is morally justified. The technocratic authoritarians can flock right off with their ā€œlicense plate readers.ā€ We know this isnā€™t about our safety. Itā€™s about control. We see you. ā€¦

RT by @DowdEdward: Technology is deflationary. Moats turn into commodities faster and faster during this economic phase.

https://nitter.poast.org/FibonacciInves1/status/2078200944798339416#m

Published: July 17, 2026 19:31

Technology is deflationary. Moats turn into commodities faster and faster during this economic phase. Hedgeye (@Hedgeye) AI prices are collapsing five times faster than PC prices did. ā€”ā€¦

RT by @DowdEdward: šŸš© $BXSL: Turtle Shells all the way down. šŸ§µ When we think of shadow lenders, private credit, private equity, and the rest, two things come to mind. One is Hyman Minsky and his warning about Ponzi finance, the stage where borrowers can no longer cover interest from cash flow and survive only by borrowing more or selling what they could. The other is an old phrase: ā€œturtles all the way down.ā€

https://nitter.poast.org/UnicusResearch/status/2078125587265171534#m

Published: July 17, 2026 14:32

šŸš© $BXSL: Turtle Shells all the way down. šŸ§µ When we think of shadow lenders, private credit, private equity, and the rest, two things come to mind. One is Hyman Minsky and his warning about Ponzi finance, the stage where borrowers can no longer coverā€¦

RT by @DowdEdward: Ok, watched Trump's speech. I find nothing wrong with it. Good and accurate speech. Needed to be said. Everyone should watch it. The MSM here is just wrong. This is an important speech. Here is an interesting data point concerning the Covid response. Imports from China were falling rather dramatically from 2018...until there was a sudden turnaround days after lockdown in 2020. What happened? Jared Kushner negotiated a deal for the US to buy vast masks and other personal protective equipment from China. I've always suspected the hand of the CCP at work here for purely financial reasons. https://www.whitehouse.gov/election-integrity/

https://nitter.poast.org/jeffreytucker/status/2078097307464028172#m

Published: July 17, 2026 12:39

Ok, watched Trump's speech. I find nothing wrong with it. Good and accurate speech. Needed to be said. Everyone should watch it. The MSM here is just wrong. This is an important speech. Here is an interesting data point concerning the Covid response.ā€¦

ā€œGiven that flows in the Private credit industry are going the wrong way, and the industry is effectively pausedā€¦I donā€™t see how AI data center build out will be funded by Private credit in the near termā€

https://nitter.poast.org/DowdEdward/status/2078084521199853750#m

Published: July 17, 2026 11:48

ā€œGiven that flows in the Private credit industry are going the wrong way, and the industry is effectively pausedā€¦I donā€™t see how AI data center build out will be funded by Private credit in the near termā€ Edward Dowd (@DowdEdward) Private Credit: Theā€¦

Disqualified

https://nitter.poast.org/DowdEdward/status/2077999454804963558#m

Published: July 17, 2026 06:10

Disqualified Chief Nerd (@TheChiefNerd) šŸšØ CDC Director Nominee Dr. Erica Schwartz: ā€œI believe mRNA technology is safe and effectiveā€ Video ā€” https://nitter.poast.org/TheChiefNerd/status/2077426450194485684#m

Trump media is selling faster access to his truth social postsā€¦banana republic level stuff.

https://nitter.poast.org/DowdEdward/status/2077963312223203604#m

Published: July 17, 2026 03:47

Trump media is selling faster access to his truth social postsā€¦banana republic level stuff. unusual_whales (@unusual_whales) BREAKING: Trump Media to sell "faster access" to President Trump's Truth Social posts, which will let traders and investors payā€¦

RT by @DowdEdward: ā€œHouston we have a problemā€¦ā€ Indeed. Thank you @DowdEdward for your kind words and shout out.

https://nitter.poast.org/UnicusResearch/status/2077763831980306840#m

Published: July 16, 2026 14:34

ā€œHouston we have a problemā€¦ā€ Indeed. Thank you @DowdEdward for your kind words and shout out. Edward Dowd (@DowdEdward) Private Credit: The New Junk Bond Market Except It Lacks Transparency, Liquidity & Is About To Be Stress Tested ā€œHouston we have aā€¦