Cullen Roche ✓
@cullenroche · Encinitas, CA · joined 27 Feb 2009
Founder & CIO @disciplinefunds 📊 | Author of Your Perfect Portfolio & Pragmatic Capitalism 📖| Defined Duration Investing ⌛| Board at Cambria ETFs 💸
98 212Followers
2 051Following
44 530Posts total
2.4MViews on collected posts
Against accounts of the same size
7 posts from the last 90 days, next to the 10K–100K follower range. shown widely, but few of those viewers react.
| Metric | This account | Median for 10K–100K | Ratio |
|---|---|---|---|
| Median views per post | 23 365 | 2 743 | 8.52× |
| Reach (views ÷ followers) | 23.79% | 8.91% | 2.67× |
| Engagement rate | 0.48% | 1.64% | 0.29× |
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Latest posts
The biggest "high yield" savings account in the USA pays 3%.
1 year TBills pay 4.3%. At California's top tax rate you'd need a 4.95% tax equivalent yield from the High Yield Savings Account.
They should call these things low yield savings accounts.
30.4K views · 171 likes
· 6 reposts · 31 replies
02 Sep 2026
Maybe the two best fitness devices I've ever purchased:
1) Belt squat lever. The ultimate squat machine with no spine compression risk. Absolutely awesome.
2) Assault bike. Great full body cardio machine. Amazing for HIIT workouts and does what it says - assaults your whole
22.8K views · 92 likes
· 2 reposts · 14 replies
30 Aug 2026
Druck's been predicting a crisis in US government bonds for 40 damn years and people think AI created an inauthentic narrative here? :-)
23.4K views · 155 likes
· 13 reposts · 17 replies
25 Aug 2026
New - Billionaire Stanley Druckenmiller tells me "of course" he used AI to write op-ed on Bessent & bond market
"There's a reason I moved from an English major to being an economics major," he says, "I'm not embarrassed by it"
No response from WSJ
https://t.co/9j0tkH2qFe
2.2M views · 3.3K likes
· 401 reposts · 188 replies
25 Aug 2026
Here's a short interview I did last week. We did a full macro rundown:
1) Labor market stinks, but not collapsing due to AI. Firms are just cautious to hire.
2) No recession on the horizon as the VERY famous Roche Recession Rule shows. :-)
3) Inflation got sticky again. The
9.6K views · 37 likes
· 4 reposts · 5 replies
24 Aug 2026
📉 "The linchpin in all of this continues to be these big tech firms continuing to do huge amounts of CapEx" says @cullenroche
Massive AI spending is becoming increasingly important to the broader economy and markets. https://t.co/QqdIYpk5oN
10.1K views · 8 likes
· 1 reposts · 0 replies
24 Aug 2026
Here’s a new Three Things for your weekend:
1) Why the Treasury Buyback program is like taking Ozempic while eating 4,000 calories a day.
2) Is it FINALLY time to panic about US government debt and an impending crisis?
3) Should you be jumping into 30 years TIPS at 3%?
I
23.9K views · 122 likes
· 20 reposts · 19 replies
22 Aug 2026
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