@SquirrelMacro BlindSquirrelMacro
BlindSquirrelMacro posts on X about in the, note, china, sunday the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Engagements: [------] #
- [--] Week [---------] +28%
- [--] Month [---------] +14,055%
- [--] Months [---------] +1,626%
- [--] Year [---------] +776%
Mentions: [--] #
- [--] Month [--] -90%
- [--] Months [--] -21%
- [--] Year [---] -32%
Followers: [-----] #
- [--] Week [-----] +0.12%
- [--] Month [-----] +0.50%
- [--] Months [-----] +2.50%
- [--] Year [-----] +35%
CreatorRank: [-------] #
Social Influence
Social category influence finance 35% stocks 12% technology brands 9% countries 9% automotive brands 4% cryptocurrencies 4% travel destinations 4% social networks 3% luxury brands 1% formula 1 1%
Social topic influence in the 7%, note #709, china 4%, sunday #1614, money 4%, insurance 3%, debt 3%, if you 3%, $dvye 3%, silver 3%
Top accounts mentioned or mentioned by @benbrey @donnellybrent @pineconemacro @paulomacro @gavevincent @levensondavid @frontiervalueh1 @agnostoxxx @convexitymaven @chinaevsandmore @leapmotorglobal @nioglobal @momentaai @porsche @liauto @buick @xiaomi @geelyautogroup @sinoautoinsight @leixing77
Top assets mentioned Liberty Media, Corp. (FWONK) Bitcoin (BTC) Costco Hot Dog (COST) Walmart, Inc. (WMT) Trimble Inc (TRMB) Kratos Defense & Security Solutions, Inc. (KTOS) AeroVironment, Inc. (AVAV)
Top Social Posts
Top posts by engagements in the last [--] hours
"So teen depression cyberbullying and suicide incidence are not a priority Honestly interested in your Sir Humphrey Appleby 'take' Perhaps there is a Charlie or Warren quote to lean in to Or a deez nutz gag (bless) Lmfao. Out of all the things you could be spending energy on. Lmfao. Out of all the things you could be spending energy on"
X Link 2024-11-07T09:39Z [----] followers, 11.8K engagements
"@ChinaEVsandMore @Leapmotorglobal @NIOGlobal @Momenta_AI @Porsche @Li_Auto_ @Buick @Xiaomi @GeelyAutoGroup @SinoAutoInsight @leixing77 FTW"
X Link 2026-02-03T21:03Z [----] followers, [---] engagements
"Just finished this week's 'Start the Week' note. In inboxes at 6.30am EST. It is jam-packed with fresh ideas. A big uranium rethink (with some schmuck insurance). Plus important changes to BUSHY and Acorn portfolios - including [--] new (highly convex) trades. Not your usual Monday note https://twitter.com/i/web/status/2020681377667076459 https://twitter.com/i/web/status/2020681377667076459"
X Link 2026-02-09T02:09Z [----] followers, [---] engagements
"$URNM The 🐿 is a multi year uranium bull. This segment scared the 💩 out of me Watch to the end"
X Link 2026-02-07T08:02Z [----] followers, [----] engagements
"Warning to EM bulls - this may not be great for your (our) biases A fun hour with @gave_vincent and @BenBrey https://youtu.be/PDkHXxAZiX8si=VN1WxNZy1XJASMws https://youtu.be/PDkHXxAZiX8si=VN1WxNZy1XJASMws"
X Link 2026-02-13T02:09Z [----] followers, 25.5K engagements
"The 🐿's 'Start the Week' note will be out early at 6.30am GMT. Plenty in the BUSHY and Acorn reviews - more additions to the hedge book; replacing uranium; reaction to the VAL/RIG offshore merger; what to do about Tencent; and managing the Korea parabola risk. http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2026-02-16T04:10Z [----] followers, [----] engagements
"Tencent has a 'trust advantage' over other Chinese AI players: Analyst https://cnb.cx/4aBqO35 https://cnb.cx/4aBqO35"
X Link 2026-02-16T07:19Z [----] followers, [---] engagements
"What's so bloody funny So true. 😆 https://t.co/uQWD8n4QaK So true. 😆 https://t.co/uQWD8n4QaK"
X Link 2026-02-11T02:56Z [----] followers, [----] engagements
"The price of dignity"
X Link 2026-02-12T19:49Z [----] followers, [---] engagements
"https://www.bbc.com/sport/articles/c309pj8d8qqo https://www.bbc.com/sport/articles/c309pj8d8qqo"
X Link 2026-02-12T19:49Z [----] followers, [---] engagements
"RT @BenBrey: After a full day of posting fun bearish memes and charts I will finish off by promoting @SquirrelMacro and my podcast we reco"
X Link 2026-02-13T02:45Z [----] followers, [--] engagements
"RT @GreenMonsterah: Unbelievable great masterclass on international investing @gave_vincent goes off the last [--] minutes on #India #China #"
X Link 2026-02-14T04:45Z [----] followers, [--] engagements
"The 🐿 has been an African equity bull for [--] months but always wondered if he was just buying GDX (gold miners) in a Safari Suit. Was he right Note out at 7am EST Sunday via http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2026-02-15T03:45Z [----] followers, [----] engagements
"https://www.blindsquirrelmacro.com/p/did-i-buy-the-gdx-in-a-safari-suitr=9ef2u&utm_campaign=post&utm_medium=web The 🐿 has been an African equity bull for [--] months but always wondered if he was just buying GDX (gold miners) in a Safari Suit. Was he right Note out at 7am EST Sunday via https://t.co/fddkljcUyM https://t.co/NDdvG3eApf https://www.blindsquirrelmacro.com/p/did-i-buy-the-gdx-in-a-safari-suitr=9ef2u&utm_campaign=post&utm_medium=web The 🐿 has been an African equity bull for [--] months but always wondered if he was just buying GDX (gold miners) in a Safari Suit. Was he right Note out"
X Link 2026-02-15T19:42Z [----] followers, [----] engagements
"In Episode [--] Benny and The Squirrel cover a ton of ground in [--] mins: Equity Dispersion - what is propping up the Qs; SaaS Flu extending to the banks; opportunities in rates; shifts in the vol complex; and EM crowding risks. @BenBrey https://youtu.be/rJX1F7kxBvwsi=_GVJnIOEyUD2hI_X https://youtu.be/rJX1F7kxBvwsi=_GVJnIOEyUD2hI_X"
X Link 2026-02-16T01:09Z [----] followers, [----] engagements
"RT @SquirrelMacro: https://www.blindsquirrelmacro.com/p/did-i-buy-the-gdx-in-a-safari-suitr=9ef2u&utm_campaign=post&utm_medium=web https://www.blindsquirrelmacro.com/p/did-i-buy-the-gdx-in-a-safari-suitr=9ef2u&utm_campaign=post&utm_medium=web"
X Link 2026-02-16T04:45Z [----] followers, [--] engagements
"A regular 🐿 appearance on one of CNBC's 'graveyard' shifts This time the Monday morning of Chinese New Year week. China closed. HK only open for a half day Kung Hei Fat Choi"
X Link 2026-02-16T06:37Z [----] followers, [----] engagements
"Give them the FIFA Prize for Economics Absolutely mind boggling. "in their Excel spreadsheet Reinhart and Rogoff had not selected the entire row when averaging growth figures: they omitted data from Australia Austria Belgium Canada and Denmark. In other words they had accidentally only included [--] of the [--] https://t.co/vi2yaAk32g Absolutely mind boggling. "in their Excel spreadsheet Reinhart and Rogoff had not selected the entire row when averaging growth figures: they omitted data from Australia Austria Belgium Canada and Denmark. In other words they had accidentally only included [--] of the"
X Link 2026-02-16T20:39Z [----] followers, [----] engagements
"Just double checking it's not April 1st"
X Link 2026-02-17T02:31Z [----] followers, [---] engagements
"I was posting the context of a spaces call (I meant to put it in the nest) so the chart is somewhat context free in isolation. @levenson_david sees money leaving the AI cartel (agree) and moving into the likes of $COST and $WMT. I was struggling to get there wrt the destination at these prices (at these multiples surely they passive flow only)"
X Link 2025-02-14T04:10Z [----] followers, [---] engagements
"Where were the signs Palantir plunges after CEO Karp changes share sales plan Pentagon budget cut report https://cnb.cx/4b6SGf3 https://cnb.cx/4b6SGf3"
X Link 2025-02-20T09:13Z [----] followers, [---] engagements
"@BenBrey @Gold_Mansack @hendry_hugh @Convertbond @ces921 @levenson_david @steven7lamar $SJB is the expression for civilians. Get some and get paid to wait. HY spreads ain't going negative"
X Link 2025-03-03T20:34Z [----] followers, [---] engagements
"@CSMFHT Thwanks"
X Link 2025-03-19T10:20Z [----] followers, [----] engagements
"This week's pod is up all the usual places. $TRMB $KTOS $AVAV $RCAT and others. https://open.spotify.com/episode/0ipTVqrHCVDmtVrrveXZTIsi=lJgUop7hRDasBQu7tll7pw https://podcasts.apple.com/us/podcast/pod-the-drone-edition/id1702360198i=1000700668180 https://open.spotify.com/episode/0ipTVqrHCVDmtVrrveXZTIsi=lJgUop7hRDasBQu7tll7pw https://podcasts.apple.com/us/podcast/pod-the-drone-edition/id1702360198i=1000700668180"
X Link 2025-03-25T02:36Z [----] followers, [----] engagements
"@AlkiG1 The locals are partial to their utes The #1 seller is the Ford Ranger (which I think is built in Thailand). Next [--] popular are Toyota and Mitsubishi. #6 is - you guessed it BYD - the new Shark 6"
X Link 2025-04-23T07:31Z [----] followers, [--] engagements
"3 US Grand Prix and a new #Cadillac team. Has F1 finally conquered the US @MatthewMarshF1 thinks we may be close and that $FWONK can co-exist with #NASCAR"
X Link 2025-05-23T12:43Z [----] followers, [----] engagements
"How many investors in the $EEM or $EMXC ETFs know that they own more Saudi Aramco than South African or Mexican equities in their emerging market allocation Yeah probably not that many right"
X Link 2025-06-15T13:54Z [----] followers, [----] engagements
"One of the 🐿's smart subscribers asked me to track down the data series of real (using CPI) US CAPE earnings yield since [----]. I knew my boys at @AugurInfinity would have it. Not sure a BTFD approach to the S&P makes a ton of sense here"
X Link 2025-06-26T02:07Z [----] followers, [----] engagements
"Out now. #F1 was awesome in IMAX btw. $FWONK to $165 https://www.blindsquirrelmacro.com/p/stock-take-part-4-the-wash-up Final edition of the 🐿's annual stock take hits inboxes at 7am EST Sunday. A blockbuster edition before Blind Squirrel Macro goes fully behind a paywall. As I am off to see F1 at the IMAX this evening there is a common theme - from F1 to drones (via tractors). Sign up at https://t.co/mDaMrsukHV https://www.blindsquirrelmacro.com/p/stock-take-part-4-the-wash-up Final edition of the 🐿's annual stock take hits inboxes at 7am EST Sunday. A blockbuster edition before Blind"
X Link 2025-06-29T11:26Z [----] followers, [----] engagements
"History sure does rhyme"
X Link 2025-07-05T13:40Z [----] followers, [----] engagements
"The 🐿 has always been strangely intrigued by the resource giant Glencore. The original Wizard of Zug may have just given us the green light. Note out at 7am EST $GLEN:LN $GLNCY via http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2025-07-13T01:41Z [----] followers, [----] engagements
"@donnelly_brent Who makes money out of this what is their relationship with the WH and what is the ticker"
X Link 2025-08-07T22:14Z [----] followers, [----] engagements
"Ok which one of you degens fat fingered NGH6 $UNG https://t.co/3o51oICYSc https://t.co/3o51oICYSc"
X Link 2025-10-06T09:17Z [----] followers, [----] engagements
"I hear Sorkin has a new book out"
X Link 2025-10-18T20:49Z [----] followers, [----] engagements
"A great episode with @EpsilonTheory (as ever) but the highlight was the flash back to @CultishCreative's less artistic haircut (top right) The Bear Stearns Moment Ben Hunt on How Private Credit Unravels via @YouTube https://youtu.be/Tse3LRe3-3Isi=Ge-U7tRtPvm6UO66 https://youtu.be/Tse3LRe3-3Isi=Ge-U7tRtPvm6UO66"
X Link 2025-10-20T07:33Z [----] followers, [----] engagements
"Spoke too soon Back down. Bear with us. And you guys all bought $AMZN today 🤷♂ AWS shall not defeat us @BenBrey and the 🐿 are live in [--] minutes. https://t.co/2l8NhvRoOn AWS shall not defeat us @BenBrey and the 🐿 are live in [--] minutes. https://t.co/2l8NhvRoOn"
X Link 2025-10-20T23:00Z [----] followers, [----] engagements
"This week's Monday note is hitting inboxes on a Saturday (7am EST) This week we tackle an energy conundrum. Why are equities disagreeing with spot crude"
X Link 2025-10-25T03:12Z [----] followers, [----] engagements
"The Millennium private placement has 🐿 thinking about valuations. A $14bn price tag for a minority stake in one of the Big [--] 'pod shop' giants would tuck Izzy's millionaire factory in between - checks notes - Cooper $COO (a contact lens company) and UHS (private hospitals) in the S&P [---]. Huh https://twitter.com/i/web/status/1985517597513724137 https://twitter.com/i/web/status/1985517597513724137"
X Link 2025-11-04T01:20Z [----] followers, [----] engagements
"Still almost $15/ outlet at $CAVA (post AH move)"
X Link 2025-11-05T00:11Z [----] followers, [----] engagements
"Getting a real 'ground floor' vibe here on Uzbekistan. Full conversation out this weekend on http://www.blindsquirrelmacro.com http://www.blindsquirrelmacro.com"
X Link 2025-11-05T09:35Z [----] followers, [----] engagements
"Honest question. Best use of US taxpayer money Long Argentine Pesos Backstopping OpenAI debt Long Argentine Pesos Backstopping OpenAI debt"
X Link 2025-11-06T03:29Z [----] followers, [----] engagements
"I have never seen such a fintwit uniter as this trial balloon for Federal gtees of OpenAI debt"
X Link 2025-11-06T04:19Z [----] followers, [----] engagements
"@edzitron .funded by Federally-backed debt"
X Link 2025-11-06T05:45Z [----] followers, [---] engagements
"@BenBrey have a new show. "Benny & The Squirrel". Here is a teaser"
X Link 2025-11-07T02:40Z [----] followers, [----] engagements
"@BenBrey thoughts on the $ORCL round trip"
X Link 2025-11-07T03:26Z [----] followers, [---] engagements
"@frontiervalueh1 Just a cool 2x foreign exchange reserves. Nice"
X Link 2025-11-07T07:45Z [----] followers, [--] engagements
"@ConvexityDredge @BenBrey We're going to cut him some slack for a [--] hour trade. Maybe"
X Link 2025-11-07T07:53Z [----] followers, [--] engagements
"My Uzbek is not fluent but I am not sure they like Tesla's founder much. Can you help Yurta @frontiervalueh1"
X Link 2025-11-07T09:27Z [----] followers, [----] engagements
"Here me out. Acorns as a strategically important asset requiring Federal stockpiling resort. Asking for a friend"
X Link 2025-11-07T19:18Z [----] followers, [----] engagements
"The pilot for my new show with @BenBrey - we ride LIVE (if Ben's tech works) at 6pm EST on Sundays (and Thursdays). Pairs well with NFL Sunday night football https://youtu.be/LNTbr299sGYsi=vQco15zR0xxTTrRF https://youtu.be/LNTbr299sGYsi=vQco15zR0xxTTrRF"
X Link 2025-11-08T07:46Z [----] followers, [----] engagements
"@capitaloptimism No current position but certainly watching"
X Link 2025-11-14T22:20Z [----] followers, [--] engagements
"This week's "Monday Morning" Notes will hit inboxes at 7am EST on Saturday Inspired by "Dallas Equities""
X Link 2025-11-15T07:33Z [----] followers, [----] engagements
"Am 7.5km from the MCG and I can feel it in my bones https://youtu.be/Af0P6XEkI7Ysi=dAE2l8DAvaPwc6l0 https://youtu.be/Af0P6XEkI7Ysi=dAE2l8DAvaPwc6l0"
X Link 2025-11-16T09:48Z [----] followers, [----] engagements
"Now do Interactive Brokers One fascinating thing about Netflix is that every. single. part. of the user experience is better than their competitors. Every click. Every pixel. Literally everything And every piece of content is worse The UX won. And it wasnt close Theres a lesson there One fascinating thing about Netflix is that every. single. part. of the user experience is better than their competitors. Every click. Every pixel. Literally everything And every piece of content is worse The UX won. And it wasnt close Theres a lesson there"
X Link 2025-11-16T20:39Z [----] followers, [----] engagements
"@88888sAccount GYG is why I do not write about Aussie stocks. Absurd banks and global miners at one end of the register mining stocks that would make the Vancouver massive blush at the other end. Sheer tonto in the middle. Andale Arriba"
X Link 2025-11-17T07:55Z [----] followers, [---] engagements
"In June [----] there was A$7.1bn of demand for Australian slop bowls and burritos at A$22 per share. Surely it all hasn't disappeared $GYG"
X Link 2025-11-18T04:02Z [----] followers, [----] engagements
"@BenBrey Dawn in Perth. [--] hours until Jerusalem but still squeezing in a live show before #Ashes2025 - The 🐿 is a Lucky Shag"
X Link 2025-11-20T20:57Z [----] followers, [---] engagements
"Bazball is the swashbuckling combative brand of cricket brought to the English Test side by its head coach Brendon McCullum. As Gnral Bosquet said of the Charge of the Light Brigade during the Siege of Sevastopol in 1854: Cest magnifique mais ce nest pas la guerre: cest de la folie. https://www.blindsquirrelmacro.com/p/testing-times-for-bazball https://www.blindsquirrelmacro.com/p/testing-times-for-bazball"
X Link 2025-11-24T08:17Z [----] followers, [----] engagements
"The full piece https://www.blindsquirrelmacro.com/p/the-s-night-before-christmasr=9ef2u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://www.blindsquirrelmacro.com/p/the-s-night-before-christmasr=9ef2u&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"
X Link 2025-11-28T13:05Z [----] followers, [---] engagements
"Going to take this as a win - #SAAS $WCLD"
X Link 2025-11-28T13:35Z [----] followers, [----] engagements
"Though certainly not this one $XLU"
X Link 2025-11-28T14:05Z [----] followers, [---] engagements
"Join us LIVE at 7pm EST - here and via @BenBrey's feed [--]. Mr Market got its Monetary Meds - enough [--]. Venezuela and energy markets [--]. Consumer and Black Friday [--]. New healthcare idea - The Foundry Sisters [--]. Is DXY pricing Kevin Hassett"
X Link 2025-11-30T22:33Z [----] followers, [----] engagements
"@BenBrey is not a fan of the "Digital Gold" narrative for #Bitcoin - neither is the 🐿 #GC #GOLD"
X Link 2025-12-01T03:09Z [----] followers, [----] engagements
"$CMG is "lost" according to @JeffMacke"
X Link 2025-12-05T04:09Z [----] followers, [----] engagements
"Hey @BenBrey - it turns out that the Goldman Financials conference was just the catalyst we were looking for $JPM - 👇our chat from 11/21 👇"
X Link 2025-12-09T23:11Z [----] followers, [----] engagements
"Hey Mike @saylor - if you owned all the bitcoin what on earth do you think its worth Yesterday at Bitcoin MENA I presented my keynote on Digital Capital Credit Money and Banking. https://t.co/BwkP9GYxVr Yesterday at Bitcoin MENA I presented my keynote on Digital Capital Credit Money and Banking. https://t.co/BwkP9GYxVr"
X Link 2025-12-11T11:28Z [----] followers, [----] engagements
"@pineconemacro Yep. Warsh is probably more long bond bearish than Hassett. Hate weather vanes"
X Link 2025-12-13T07:31Z [----] followers, [---] engagements
"@agnostoxxx Trying to shut down tokenisation risk (potential competition for exchanges if you belief in that); giving Korean retail a day job instead of a night job and trying to keep ROW in (over-priced) US assets (see also Genius Act stablecoin legislation)"
X Link 2025-12-16T08:20Z [----] followers, [----] engagements
"@piersmorgan Another Piers tweet ageing like milk"
X Link 2025-12-18T06:54Z [----] followers, [----] engagements
"Latest post on milkshakes stablecoins and next years hedging strategies. Special Acorn stocking filler included. In inboxes now"
X Link 2025-12-21T07:55Z [----] followers, [----] engagements
"Merry Christmas to all my followers and subscribers. Here is to a hopefully excellent [----] ahead"
X Link 2025-12-23T20:30Z [----] followers, [----] engagements
"Latest edition now in inboxes It's BUSHY rebalancing time (and I am not selling my PMs)"
X Link 2025-12-28T22:34Z [----] followers, [----] engagements
"@agnostoxxx This is a boat load of 💩 to sort by Monday"
X Link 2026-01-03T09:36Z [----] followers, [---] engagements
"You are not going to want to miss this one Benny and The Squirrel are joined LIVE by David The Judge Dredge at 7pm EST Thursday Jan 15th. Life in the tails of vol world; the Hunger Games of global capital wars; driving faster (with better brakes); and of course Big Rock Candy Mountain https://twitter.com/i/web/status/2011778289136767142 https://twitter.com/i/web/status/2011778289136767142"
X Link 2026-01-15T12:31Z [----] followers, [----] engagements
"Staying in the Orient for this week's "Monday Morning Notes" - the Japanese Banks have moved from the value bucket to the growth bucket. What's the plan In inboxes Sunday at 7am EST"
X Link 2026-01-18T04:28Z [----] followers, [----] engagements
"Recorded earlier today (Benny is in Dubai). We discussed the flattener in the US Treasury market and whether or not it will stall the rally we have seen in financials stocks eg KRE); equity positioning at extreme multiples; and finally putting boot into Team SaaS. https://youtu.be/abi2ZBRP1XIsi=yfu2aBvKesykj_a5 https://youtu.be/abi2ZBRP1XIsi=yfu2aBvKesykj_a5"
X Link 2026-01-20T11:29Z [----] followers, [----] engagements
"In honour of this important day there is a flash sale at Blind Squirrel Macro. Link: https://www.blindsquirrelmacro.com/squirrelday Obligatory National Squirrel Appreciation Day post 🐿 https://t.co/yI8F19bgdP https://www.blindsquirrelmacro.com/squirrelday Obligatory National Squirrel Appreciation Day post 🐿 https://t.co/yI8F19bgdP"
X Link 2026-01-21T20:22Z [----] followers, [----] engagements
"The year is [----]. We have AI. All my details were known at the time of booking and yet still it takes [--] minutes to get a set of keys for a hire car. Incredibly shite UX"
X Link 2026-01-23T01:23Z [----] followers, [---] engagements
"@SquawkCNBCs barely concealed contempt for the short selling community once again on show. Exposers of fraud and corporate malfeasance do a public service more effective than the regulators. This type of headline is ponzi cheerleading in action. @WallStCynic @StockJabber @AlderLaneEggs Short-sellers are getting crushed on their Tupperware trades as the stock rallies. @Kr00ney joins with the latest: https://t.co/ND5m5FIVry Short-sellers are getting crushed on their Tupperware trades as the stock rallies. @Kr00ney joins with the latest: https://t.co/ND5m5FIVry"
X Link 2023-08-01T12:57Z [----] followers, 18.9K engagements
"@NecroCapital Not overthinking it - $FXI $KWEB $DVYE"
X Link 2023-09-16T04:34Z [----] followers, [---] engagements
"Long bond fire insurance policy quotes in your inboxes now and via the 🐿 site. $TLT $PFIX $ZB (h/ts: @ConvexityMaven @PauloMacro @donnelly_brent"
X Link 2024-02-21T06:36Z [----] followers, [----] engagements
"Now that we are in Scenario [--] how are we feeling $TLT $ZB $PFIX Long bond fire insurance policy quotes in your inboxes now and via the 🐿 site. $TLT $PFIX $ZB (h/ts: @ConvexityMaven @PauloMacro @donnelly_brent https://t.co/5CqxlaoBYc Long bond fire insurance policy quotes in your inboxes now and via the 🐿 site. $TLT $PFIX $ZB (h/ts: @ConvexityMaven @PauloMacro @donnelly_brent https://t.co/5CqxlaoBYc"
X Link 2024-05-09T12:27Z [----] followers, [----] engagements
"BYD barely flinching so far. Not sure that their business plan had millions of $10k EVs penciled in for the US market. $BYD $1211.HK $BYDDF Here we go. Bidens administration is poised to unveil a sweeping decision on China tariffs as soon as next week one thats expected to target key strategic sectors with new levies https://t.co/gelcL0uqRJ via @bpolitics Here we go. Bidens administration is poised to unveil a sweeping decision on China tariffs as soon as next week one thats expected to target key strategic sectors with new levies https://t.co/gelcL0uqRJ via @bpolitics"
X Link 2024-05-10T03:40Z [----] followers, [----] engagements
"Gonna need a lot of drill ships and OSVs $VAL $NE $RIG $TDW Total Energies and its partners approve a $6 billion deep-water oil project off the coast of Angola via @markets https://www.bloomberg.com/news/articles/2024-05-21/totalenergies-partners-approve-a-6-billion-deepwater-oil-project-in-angolautm_source=website&utm_medium=share&utm_campaign=twittersref=SAKZQfLK https://www.bloomberg.com/news/articles/2024-05-21/totalenergies-partners-approve-a-6-billion-deepwater-oil-project-in-angolautm_source=website&utm_medium=share&utm_campaign=twittersref=SAKZQfLK"
X Link 2024-05-21T07:30Z [----] followers, 10.6K engagements
"Lets dig into onshore / offshore CN equity flows. No wait the WSJ is running a piece on luggage Well Samsonite is listed in HK $1910.HK - remember when Chinese equities were so hot that the private equity wise guys thought they could play capital markets valuation arbitrage"
X Link 2024-10-08T05:17Z [----] followers, [----] engagements
"@pineconemacro joining the (red) dots. Come on in brother the water is perfect $FXI $KWEB $DVYE"
X Link 2025-01-05T07:00Z [----] followers, [---] engagements
"I guessed that you did not want a 9999th opinion on tariffs. You are not getting one Latest note up in a few hours But commodities do cross borders. As such we are talking about them and how to invest in them sensibly (ie. no broad-based commodity ETFs such as $DJP or $GSG)"
X Link 2025-01-19T07:18Z [----] followers, [----] engagements
"The 'Big 6' banks in China have been a big driver of returns at $DVYE - the iShares High Dividend EM ETF. - over 1/4 of the past [--] months total return https://app.koyfin.com/share/eabffe7e18via=rupert It may come as a surprise to many investors that financials have been the best-performing sector in Chinas equity market over the past two yearsdespite a sharp economic slowdown weakening credit demand and a significant narrowing of interest margins. The bullish onshore https://t.co/r3Mkjzwn9r https://app.koyfin.com/share/eabffe7e18via=rupert It may come as a surprise to many investors that"
X Link 2025-07-03T06:02Z [----] followers, [----] engagements
"This is true. SpokesBarbie @PressSec - how can the Heard Island penguins be expected to cope @JustinWolfers Where's Penguin Island FFS don't tell me they made a mistake in reverse this time. How else will their fisheries and other companies cope with the uncertainty @JustinWolfers Where's Penguin Island FFS don't tell me they made a mistake in reverse this time. How else will their fisheries and other companies cope with the uncertainty"
X Link 2025-08-01T09:19Z [----] followers, [----] engagements
"@PauloMacro lol- next. Heard Island penguins in mackerel for Blackwell swap"
X Link 2025-11-06T20:43Z [----] followers, [----] engagements
"$EIDO This week's "Monday Morning" Notes will hit inboxes at 7am EST on Saturday Inspired by "Dallas Equities". https://t.co/cRFaoyJKOx This week's "Monday Morning" Notes will hit inboxes at 7am EST on Saturday Inspired by "Dallas Equities". https://t.co/cRFaoyJKOx"
X Link 2025-12-08T04:41Z [----] followers, [----] engagements
"Join @benbrey and the 🐿 LIVE at 7pm EST for the last live show of [----] $MDLN saved the aggregate P&L scorecard for the Autumn US IPO offensive. Does it make a difference How much collateral has been destroyed since the October peak"
X Link 2025-12-21T20:02Z [----] followers, [----] engagements
"Cocoa $CC now back at the level at which I sold it in Jan [----]. One of the reasons I like the CTAs to do Ag trend following in my behalf. Happy CC Round Trip day to those that celebrate. Finally bringing in the Cocoa trade. $CC Thanks to @pineconemacro @JacobShap and @feridex11 for starting the 🐿 down the chocolate path in [----]. https://t.co/QPyeyfGSAI Finally bringing in the Cocoa trade. $CC Thanks to @pineconemacro @JacobShap and @feridex11 for starting the 🐿 down the chocolate path in [----]. https://t.co/QPyeyfGSAI"
X Link 2026-01-27T00:37Z [----] followers, [----] engagements
"Ben and the 🐿 analyze extreme volatility in the silver market and the collapsing gold-silver ratio alongside. They then pivot to Japan and the recent YenTervention JGB bear steepeners and inflation. Recorded 1/27/26 in Dubai and Melbourne. https://youtu.be/C5Rdx9fCekAsi=jwIOfKx94dPuFSeY https://youtu.be/C5Rdx9fCekAsi=jwIOfKx94dPuFSeY"
X Link 2026-01-27T12:56Z [----] followers, [----] engagements
"They dont make conspiracy theories like they used. oh never mind This used to be a big deal https://t.co/aOTSEnIJuA This used to be a big deal https://t.co/aOTSEnIJuA"
X Link 2026-01-27T20:59Z [----] followers, [----] engagements
"SPY versus IEFA (Dev Mkts ex-US) 2/3"
X Link 2026-01-28T01:18Z [----] followers, [---] engagements
"SPY versus EEM (Emerging Markets) 3/3"
X Link 2026-01-28T01:18Z [----] followers, [---] engagements
"Just out Benny and the 🐿s conversation with Michael W. Green. Even if you are familiar with Mikes thesis on passive investment do not miss this conversation -we explore how inelastic markets are emerging everywhere from JGBs to the silver pits. @profplum99 @BenBrey https://youtu.be/0BujPY3nfBEsi=vzr23A3MoniC36kM https://youtu.be/0BujPY3nfBEsi=vzr23A3MoniC36kM"
X Link 2026-01-29T22:49Z [----] followers, 11.7K engagements
"Short sellers are getting gamed Catch the whole conversation with Mike Green here: https://youtu.be/0BujPY3nfBEsi=7KmOg9-ecUf4U8a1 https://youtu.be/0BujPY3nfBEsi=7KmOg9-ecUf4U8a1"
X Link 2026-01-30T12:40Z [----] followers, [----] engagements
"The Sunday Show became a Monday Show @BenBrey and the 🐿discuss the "Christmas Tree of Death" in silver and $DXY bears getting Warshed Out https://youtu.be/SElDdAC1UeAsi=kQk_C70vo5f6nEKU https://youtu.be/SElDdAC1UeAsi=kQk_C70vo5f6nEKU"
X Link 2026-02-03T04:00Z [----] followers, [----] engagements
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