Warren Pies ✓

@WarrenPies · FL · joined 04 Feb 2014

Founder @3F_Research | PM $RAA | $FCTE | Formerly with Ned Davis Research | Recovering Attorney (step 4) - Not investment advice

77 856Followers

1 848Following

10 359Posts total

2.6MViews on collected posts

Latest posts

Warren Pies ✓@WarrenPies4 Sep

Talked the Fed, NFP and AI with @LesliePicker and @carlquintanilla Link below...Enjoyed the conversation! 31.9K views · 139 likes · 11 reposts · 10 replies Open on X →

Warren Pies ✓@WarrenPies4 Sep

A 'political hiccup' is the new big risk to the AI trade, says @3F_Research co-founder @WarrenPies: https://t.co/R66zqj2RjH 29.3K views · 21 likes · 7 reposts · 0 replies Open on X →

Warren Pies ✓@WarrenPies3 Sep

https://t.co/HMITKPms8o

38.4K views · 453 likes · 34 reposts · 9 replies Open on X →

Warren Pies ✓@WarrenPies3 Sep

The first VLCC (9734642) loading in North Sea to China since April. Dated Brent gets a boost https://t.co/q4IxmpMW1T

56.1K views · 211 likes · 35 reposts · 5 replies Open on X →

Warren Pies ✓@WarrenPies3 Sep

This was as dovish as Waller could be. Historically, I have liked how Waller conducts himself on the FOMC. But, hinging policy decisions on one print is a sign of how much political pressure the committee is feeling. 127.2K views · 681 likes · 63 reposts · 42 replies Open on X →

Warren Pies ✓@WarrenPies3 Sep

Waller signals he would hike in September if upcoming CPI signals a stall in disinflation. https://t.co/4f3eMYU5s0

154K views · 205 likes · 20 reposts · 23 replies Open on X →

Warren Pies ✓@WarrenPies2 Sep

@WarrenPies It's possible they hike in September and risk crashes out and they (FED or UST) have to quickly step in to fix things, which gives us the next leg up in risk assets. 42 views · 1 likes · 0 reposts · 0 replies Open on X →

Warren Pies ✓@WarrenPies1 Sep

@WarrenPies These high energy prices are going to weigh heavily on the economy. You think the Fed will hike into that? I get the higher prices and inflation on the surface, but it seems the consumer will already be struggling below the surface. 130 views · 1 likes · 0 reposts · 1 replies Open on X →

Warren Pies ✓@WarrenPies1 Sep

@WarrenPies But a hike would increase the deficit, especially now that Bessent is issuing new short-term debt to buy back the 20-yrs. 127 views · 1 likes · 0 reposts · 0 replies Open on X →

Warren Pies ✓@WarrenPies1 Sep

Probably even more relevant is the middle distillate/product breakout... https://t.co/ap2Qf9djiw

10.1K views · 102 likes · 6 reposts · 6 replies Open on X →

Warren Pies ✓@WarrenPies1 Sep

@WarrenPies Which is ironic because hiking rates into an energy driven supply shock does not have a good historical track record of success 1.6K views · 46 likes · 1 reposts · 2 replies Open on X →

Warren Pies ✓@WarrenPies1 Sep

No one on the FOMC will say this explicitly, but there will be no stopping the momentum toward a hike if oil remains this high going into the September meeting. Dec oil <$1 from new highs. If oil is this high, there is no realistic CPI/PPI/NFP number that will stop a hike. http

195.9K views · 1K likes · 113 reposts · 149 replies Open on X →

Warren Pies ✓@WarrenPies20 Dec 2023

Historically, during soft landings, the S&P 500 rips in 6 months leading into a first Fed cut. Would put the market at 5,200 by May... First time speaking w/ the great @ScottWapnerCNBC was a blast! https://t.co/IcXze3YFkl

978.3K views · 628 likes · 74 reposts · 64 replies Open on X →

Warren Pies ✓@WarrenPies20 Dec 2023

"Our first [rate] cut [forecast] is for May," says @3f_research's @warrenpies https://t.co/EWKsIRWvFJ

2:32

945.3K views · 66 likes · 9 reposts · 3 replies Open on X →

Against accounts of the same size

12 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.

Median views30 606this account993median for 10K–100K

Reach, %39.31%this account3.67%median for 10K–100K

Engagement, %0.73%this account1.61%median for 10K–100K

Metric	This account	Median for 10K–100K	Ratio
Median views per post	30 606	993	30.8×
Reach (views ÷ followers)	39.31%	3.67%	10.7×
Engagement rate	0.73%	1.61%	0.45×

Others in this range → Compare with another account → How these benchmarks are built →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

945.3K20 Dec

978.3K

195.9K1 Sep

1.6K

10.1K

127

130

422 Sep

154K3 Sep

127.2K

56.1K

38.4K

29.3K4 Sep

31.9K

Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.01%20 Dec

0.08%

0.67%1 Sep

3.04%

1.14%

0.79%

1.54%

2.38%2 Sep

0.17%3 Sep

0.62%

0.46%

1.30%

0.10%4 Sep

0.51%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.61%.

What the audience does

Likes73.1%3 569 in total

Reposts7.6%373 in total

Replies6.4%314 in total

Quotes1.7%85 in total

Bookmarks11.1%544 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

Followers by day

7 Sep

Daily snapshots since 07 Sep 2026; the dashed line is the starting count.

Latest posts

Against accounts of the same size

Growth & engagement

Views per post

Engagement rate per post

What the audience does

Followers by day

Similar accounts