@kshaughnessy2
@kshaughnessy2
Independent financial commentator and analyst
Who Is This Person?
Kristen Shaughnessy, known on Twitter as @kshaughnessy2, is a financial commentator focusing on markets, banking, and economic policy. The account was created around 2010-2012 based on early tweet patterns referencing historical financial events. She remains active as of November 2025, posting regularly about global economic issues, regulatory challenges, and market risks, including recent discussions on the yen carry trade unwind, China's commercial real estate crisis, micro-cap market manipulations, and U.S. financial regulations like the Consolidated Audit Trail (CAT). Her content often highlights underreported risks in banking and private credit sectors.
How Credible Are They?
@kshaughnessy2 appears credible as a knowledgeable independent voice in finance, drawing from real-time market analysis without apparent agenda-driven falsehoods. Unverified status limits institutional backing, but tweet patterns demonstrate informed, non-sensationalist commentary. Cross-platform consistency is low due to Twitter-centric activity, but no discrepancies noted. Overall, reliable for economic insights, though users should cross-verify predictions with official sources.
Assessment by Grok AI
What's Their Track Record?
No documented fact-checks, corrections, or major controversies found. Historical tweets show consistent focus on verifiable economic data and events, such as South Korean regulatory actions in 2024 and U.S. market warnings. Engagement suggests credibility among finance enthusiasts, with no evidence of misinformation or retractions. Minor criticisms in replies question her bearish market views but lack substantiation.
What Have We Analyzed?
Recent posts and claims we've fact-checked from this author
Post by @kshaughnessy2
@kshaughnessy2 · Nov 25
$NVDA says it’s not Enron And sent a memo stating that to more than 60 analysts?? And then “The Tech Buzz” writes an article about it and dismisses the fraud allegations as “what analysts describe as "not good behavior, and not healthy behavior," but crucially, "it's legal….. But then warns - “…While the fraud allegations are unfounded, they've highlighted a perfectly legal but potentially problematic web of investments that could amplify losses when the AI bubble inevitably corrects. The company's executives cashing out billions while propping up customers with debt-fueled expansion plans creates a feedback loop that benefits everyone - until it doesn't. Investors focusing on accounting fraud are missing the bigger picture of systemic risk hiding in plain sight…” https:// a-sends-we-re-not-enron-memo-after-viral-fraud-claims …
Post by @kshaughnessy2
@kshaughnessy2 · Nov 17
Are OpenAI’s real costs and revenue much worse than reported and what does it mean for the industry in general? A new substack report by Edward Zitron puts Open AI’s revenue at $4.3 Billion not $13 Billion Zitron got access to leaked documents and he raises big questions about whether OpenAI is spending far more and earning far less than anyone thought, and hiding it with confusing numbers? “….If it costs this much to run inference for OpenAI, I believe it costs this much for any generative AI firm to run on OpenAI’s models. If it does not, OpenAI’s costs are dramatically higher than the prices it is charging its customers, which makes me wonder whether price increases could be necessary to begin making more money, or at the very least losing less. Similarly, if OpenAI’s costs are this high, it makes me wonder about the margins of any frontier model developer….” https://t.co/vZUbn52TYY