Whitney Baker ✓

@TotemMacro · joined 23 Sep 2020

Founder & CIO, Totem Macro. Flows-based Global Macro, scotch egg enthusiast. Not investment advice.

23 043Followers

479Following

8 209Posts total

564.8KViews on collected posts

Posts recentes

Whitney Baker ✓@TotemMacro1 Sep

Bear read: overbuild = synchronized margin shock via GPU, memory, energy infrastructure and interest costs on the capex side. Even higher hurdle for positive RoI AI (on top of token price war, market share losses vs open source, and higher/uncompetitive energy opex vs China). 11.9K views · 63 likes · 7 reposts · 5 replies Open on X →

Whitney Baker ✓@TotemMacro1 Sep

Interesting data point from Jefferies, "While leased facilities account for only ~21% of installed hyperscaler capacity today, roughly 47% of future capacity plans are leased (vs. ~25% historically), underscoring the increasingly important role third-party operators are expected 18.2K views · 53 likes · 2 reposts · 3 replies Open on X →

Whitney Baker ✓@TotemMacro11 Aug

“Write an article explaining how circular financing isn’t circular financing. Make no mistakes” 8.3K views · 60 likes · 6 reposts · 4 replies Open on X →

Whitney Baker ✓@TotemMacro6 Aug

On a one-off basis, a recent explainer. Originally published July 7th, 2026. See important disclosures & disclaimers. info@totemmacro.com https://t.co/H8JNNzzQH9 167.6K views · 385 likes · 55 reposts · 46 replies Open on X →

Whitney Baker ✓@TotemMacro31 Jul

Agree with all this, but mainly the yen’s problems die with the AI bubble, and those problems then transfer to the dollar. 11.1K views · 52 likes · 5 reposts · 3 replies Open on X →

Whitney Baker ✓@TotemMacro17 Jun 2025

We, America, the World Order, Humanity at large…and almost all the assets that (literally) leverage Humanity’s collective enterprise value… are all at one of the biggest inflection points in our collective history. My latest with Meb 👇 160.5K views · 164 likes · 16 reposts · 11 replies Open on X →

Whitney Baker ✓@TotemMacro13 Jun 2025

New podcast episode with Whitney Baker (@TotemMacro)! Whitney is one of the sharpest macro minds around and joins us to cover: - The end of "buy the dip" & the US bubble - The opportunity in emerging markets - What's the "Triple Yasu" ? - Allocating to gold as a hedge against ht

3:00

187.1K views · 152 likes · 18 reposts · 29 replies Open on X →

Em comparação com contas do mesmo porte

5 posts dos últimos 90 dias, ao lado da faixa de 10K–100K seguidores. aparece para muita gente, mas poucos desses espectadores reagem.

Mediana de visualizações11 932esta conta924mediana para 10K–100K

Alcance, %51.78%esta conta3.62%mediana para 10K–100K

Engajamento, %0.54%esta conta1.52%mediana para 10K–100K

Métrica	Esta conta	Mediana para 10K–100K	Proporção
Mediana de visualizações por post	11 932	924	12.9×
Alcance (visualizações ÷ seguidores)	51.78%	3.62%	14.3×
Taxa de engajamento	0.54%	1.52%	0.36×

Outras contas desta faixa → Comparar com outra conta → Como estas referências são construídas →

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

187.1K13 Jun

160.5K17 Jun

11.1K31 Jul

167.6K6 Aug

8.3K11 Aug

18.2K1 Sep

11.9K

Last 7 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.11%13 Jun

0.12%17 Jun

0.54%31 Jul

0.31%6 Aug

0.84%11 Aug

0.32%1 Sep

0.63%

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.

What the audience does

Likes41.1%929 in total

Reposts4.8%109 in total

Replies4.5%101 in total

Quotes1.8%41 in total

Bookmarks47.8%1 080 in total

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

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.