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@TiltFolio TiltFolioTiltFolio posts on X about stocks, money, ai, $tlt the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXXXX% cryptocurrencies XXXXX% automotive brands XXXX% countries XXX% technology brands XXXX%
Social topic influence stocks #3486, money 15.94%, ai 10.14%, $tlt #13, silver #1086, inflation #1471, $smh #35, $spy #281, future 8.7%, deflation #29
Top accounts mentioned or mentioned by @unusualwhales @investingcom @kobeissiletter @barchart @mrderivatives @nickwoolos @robinjbrooks @curtis90335 @themarketear @johndoss1 @therealmanav007 @convertbond @hajiyevrashad @financialjuice @ploutoncapllc @theoriginal5895 @econharris @brookingsinst @blacklioncta @buccocapital
Top assets mentioned Spacemesh (SMH) SPDR S&P XXX ETF Trust (SPY) SPDR GOLD ETF (GLD) Bitcoin (BTC) Metadium (META) Tesla, Inc. (TSLA)
Top posts by engagements in the last XX hours
"@buccocapital The market believes this as well: just compare $SMH to $SPY. SMH/SPY made all-time highs X sessions ago. Even if you believe AI is a bubble shorting the all-time high is unlikely to work. When SMH/SPY breaks down the broader index is then likely to follow"
X Link 2025-12-16T12:06Z 1561 followers, 1311 engagements
"@KobeissiLetter Historically such weakness in crude oil prices never coincided with stocks trading near all-time highs. Thanks to concentration in "AI" stocks (both semiconductor and Mag X names) this is the case today. We remain long gold as it outperforms everything else"
X Link 2025-12-16T15:34Z 1561 followers, XXX engagements
"@themarketear Interesting idea: Looking at the chart of IGV/SMH the pair is still making 20-day lows here. A bullish breakout (close above 20-day high) would objectively change the trend. As the pair is far below its 200-day MA a mean reversion trade can move quite a bit higher"
X Link 2025-12-16T16:54Z 1560 followers, XXX engagements
"@Barchart The ratio of crude oil to stocks is now trading at the same level as the panic low in April 2020. That's how poorly crude oil is doing - or how well stocks are doing. Such extremes seldom happen outside bear markets. We remain long gold as it outperforms everything else"
X Link 2025-12-16T17:06Z 1561 followers, 1334 engagements
"@Mr_Derivatives Good morning Here's to hoping we rally into the year-end and finish the year on a good note"
X Link 2025-12-17T12:52Z 1558 followers, XX engagements
"@_Investinq One objective way to assess confidence in the Fed is to compare gold $GLD to long-term bonds $TLT. Since the pandemic gold has dramatically outperformed coinciding with falling faith in the Fed and its desire to preserve the purchasing power of the dollar"
X Link 2025-12-08T17:02Z 1564 followers, 1285 engagements
"Silver $SLV is close to record highs today. As markets price in further monetary easing with a new incoming Fed chair silver is likely to lead gold to new record highs as well. Worth watching:"
X Link 2025-12-09T14:34Z 1564 followers, XXX engagements
"While crude oil remains stuck in a downtrend energy stocks are discounting weakness in spot commodity prices. With dividends reinvested the S&P XXX energy sector is trading close to record highs. This suggests the risk of rising inflation is an issue"
X Link 2025-12-10T13:09Z 1564 followers, XX engagements
"Over in short-term interest rates (2-year US Treasury bond yields) the market is pricing in one cut of XXXX% (or XX bps). Fed Funds (the overnight interest rate) is currently 3.84%. Meanwhile 2-year Treasury bond yields are XXXX% - so that's about one rate cut"
X Link 2025-12-10T13:09Z 1564 followers, XXX engagements
"In the weekly newsletter Ive often highlighted the $GLD : $TLT ratio as a real-time gauge of the Feds credibility. Well have a look at where GLD/TLT is trading this morning"
X Link 2025-12-12T14:44Z 1564 followers, XXX engagements
"One objective way to assess whether the market sees rising or falling inflation is look at the ratio of $TLT (long-term bonds) to $XLE (energy stocks). TLT/XLE is making 20-week lows here (red candles). This suggests the risk of stagflation deflation:"
X Link 2025-12-12T14:48Z 1565 followers, XXX engagements
"@market_sleuth The ratio of $GLD to $TLT is one way to assess the credibility of the Fed. The ratio has made a parabola since the pandemic and is making another all-time high this morning. Sadly the market itself is saying that the Fed has limited credibility"
X Link 2025-12-12T14:56Z 1565 followers, XXX engagements
"@NickWoolos I've suggested that gold outperforming stocks since late 2021 is the tell. The economy is indeed shit. This is a very unpopular opinion but a shiny rock outperforming the hottest stocks suggests that "currency debasement" "AI utopia""
X Link 2025-12-16T14:45Z 1564 followers, XXX engagements
"@unusual_whales The ratio of $TLT (long-term bonds) to $XLE (S&P XXX energy sector) is a good proxy for inflation. Today the ratio is trading below its 200-day MA a sign that stagflation is a bigger concern. Continued weakness in energy tickers would suggest deflation as a rising concern"
X Link 2025-12-16T15:26Z 1561 followers, XXX engagements
"@all_juice_bye @Mr_Derivatives Agreed but so far most of that liquidity appears to be favoring gold. If you look at our trend-following system it's been long gold since last July (hence the outperformance)"
X Link 2025-12-16T16:05Z 1561 followers, XX engagements
"@JohnDoss1 Have to guess the magic (= excessive fiscal and monetary support) stops working next year. Powerful interests are likely to keep things levitated into year-end but next year is a different story"
X Link 2025-12-16T18:53Z 1564 followers, XX engagements
"@Barchart Agreed with Ruchir the problem is timing it. The ratio of semiconductor $SMH stocks to the broader index $SPY (a good proxy for the AI trade) made record highs just X sessions ago. While AI may indeed be a bubble tough to make that call when SMH/SPY just made a record high"
X Link 2025-12-16T19:31Z 1564 followers, XXX engagements
"@Barchart Genuinely incredible to see the explosion of "learn to code" coincided exactly with that ratio topping in the 2010s and early 2020s. As you know at some point the ratio of $IGV (software) to $SMH (semis) will reverse echoing what we saw after the "dot com" bubble in 2000"
X Link 2025-12-16T19:47Z 1564 followers, XXX engagements
"S&P XXX energy stocks $XLE making 20-day lows here (red candlesticks). After many attempts to break out to record highs $XLE is giving up today. Crude oil prices are also down sharply. Suggests slowing global growth. Recent weakness in Chinese stocks is a possible clue"
X Link 2025-12-16T20:07Z 1566 followers, XXX engagements
"The Chinese yuan has weakened against the dollar since 2014. $USDCNH has made higher-highs and higher-lows accordingly. But the yuan is showing significant strength here. Whether this is a long-term change or a temporary break below the 200W MA remains to be seen:"
X Link 2025-12-16T20:26Z 1563 followers, XXX engagements
"@DrJStrategy Since silver tends to lead gold in precious metal bull markets. The next most-likely chart to go parabolic is gold. Gold is up 60%+ YTD with a supposedly "tight" Fed chair. Imagine gold when a "loose" Fed chair is confirmed"
X Link 2025-12-17T10:17Z 1566 followers, XXX engagements
"@unusual_whales GM And with $QQQ rising above its 20-day EMA (in pre-market) it's a good day for the bulls. As you know bulls defended the 20-day EMA in $SPY yesterday. Looks like markets will rise into year-end. As trend-followers we remain long gold as it outperforms"
X Link 2025-12-17T10:59Z 1566 followers, XXX engagements
"@themarketear Gold is a great barometer for monetary conditions: both when they are too loose or too tight. The parabolic increase in gold suggests central banks are printing too much money. Note how gold jumped after FOMC last week. As trend-followers we remain long gold"
X Link 2025-12-17T13:00Z 1569 followers, XXX engagements
"This needs to be stated clearly: this is a lie. The Fed prints money (by creating it digitally) and then buys assets like Treasury bills or bonds. This directly adds cash to the economy. The parabolic increase in gold suggests that there is too much cash in the system"
X Link 2025-12-17T13:35Z 1569 followers, XXX engagements
"@davidvallieres Yes exactly. Most of what I look at - various proxies for volatility all suggest we are heading higher as well. After bulls defended the 20-day EMA in SPY last night and QQQ trades above the 20D EMA in pre-market have to guess a year-end rally is next"
X Link 2025-12-17T13:59Z 1569 followers, XX engagements
"@JSpitTrades $SMH vs. $SPY is still some distance away from its 20-day lows having closed at an all-time high just X sessions ago. Still thinking this is a head-fake/washout into year-end (seeing how volatility is compressing) but could be wrong of course"
X Link 2025-12-17T16:14Z 1563 followers, XXX engagements
"@Investingcom Silver surged directly before and following last week's FOMC event. Silver is now surging following Waller's comments promising more easy-money policies in the future. As trend-followers we remain long gold as precious metals have outperformed stocks since late 2021"
X Link 2025-12-17T20:55Z 1564 followers, XXX engagements
"As of today stocks priced in silver are trading below the COVID-era lows. Precious metals continue to suggest that recent gains are mostly driven by currency debasement despite the genuine excitement surrounding AI technology"
X Link 2025-12-17T20:57Z 1565 followers, XXX engagements
"@waveryder91 Trying to call a silver top in a rally driven by fears of currency debasement. Someone better than me can call it I can't"
X Link 2025-12-17T20:59Z 1561 followers, XX engagements
"@TheRealManav007 Precious metal prices reflect a stable unit of account. Since 1971 gold has risen by over 100x. This does not suggest that gold has become much more attractive but shows the impact on currency debasement. This is what is shown above"
X Link 2025-12-18T03:52Z 1565 followers, XX engagements
"@Investingcom Interesting to see that UK yields (GB02Y) trading at the 200W MA and rising today. This is an area of long-term support and suggests that yields are unlikely to fall much further. The meteoric rise in gold against all currencies suggests there is too much monetary easing"
X Link 2025-12-18T12:33Z 1565 followers, XXX engagements
"@Convertbond Perhaps both are true The US economy (for non asset-holders) is quite poor. And measurable inflation in everyday consumables (such as used cars) is genuinely coming down sharply. At some point financial markets will better reflect the "real" economy but not yet apparently"
X Link 2025-12-19T12:43Z 1575 followers, XXX engagements
"@hajiyev_rashad I recently posted a chart of stocks priced in silver which is now trading below the COVID-era lows. Predictably it brought out all the silver bears. Even if silver is "overbought" for now a long-term chart of stocks compared to silver shows how much further it can go"
X Link 2025-12-18T11:42Z 1575 followers, 1299 engagements
"At some point in the future bonds will rally as deflation returns. The chart below compares $TLT with a commodity price index. As trend-followers we won't catch the bottom but will rotate when signals suggest bonds are likely to outperform gold (the current allocation):"
X Link 2025-12-18T13:37Z 1576 followers, 1525 engagements
"@Investingcom One objective way to assess the next Fed chair is by looking at the price of gold and the ratio of gold to bonds - $GLD vs. $TLT. GLD/TLT broke out to all-time highs immediately following FOMC while gold is just under ATHs. These are clear signs of excess stimulus"
X Link 2025-12-19T12:30Z 1575 followers, XXX engagements
"@TradingThomas3 Leading indicators such as declining volatility suggest markets are likely to rally into year-end. We look at a number of proxies for volatility and all of them suggest supportive conditions here. We remain long gold as it outperforms everything else"
X Link 2025-12-19T15:04Z 1575 followers, XXX engagements
"How bad is the US job market Robert Half the world's largest staffing agency is trading at its COVID-era lows"
X Link 2025-12-17T12:57Z 1575 followers, XXX engagements
"@SpencerHakimian And yet hardly a reaction in crude oil or VIX/volatility. Not a war expert but the market is discounting whatever is likely to happen later today. Instead gold is trading just below record highs as the Fed signals more money printing in the future. We remain long gold"
X Link 2025-12-17T18:42Z 1575 followers, 4394 engagements
"@TimmerFidelity After years of hearing about Bitcoin as the future of money it turns out gold is the future if fiat currencies fail. Not only is gold up 60%+ YTD (we are long) it has also outperformed stocks for many years now. Meaning: a lot of recent "wealth" is currency debasement"
X Link 2025-12-18T16:32Z 1575 followers, XXX engagements
"@financialjuice Whether the Fed's "bill buying" program qualifies as QE is irrelevant. In order to buy Treasury bills the Fed prints money (electronically) and then buys bills from the open market. This puts more cash into the economy and why gold is surging like this (too much cash)"
X Link 2025-12-19T14:18Z 1575 followers, XX engagements
"@i3_invest Strongly agreed my question is timing this sequence correctly. Today it's not clear if bonds (deflation) or energy (stagflation) will take the reign from gold as the top-performing asset class. My hunch is bonds (temporarily) followed by energy but let's see"
X Link 2025-12-19T14:57Z 1576 followers, XXX engagements
"@unusual_whales Good initiative and a way to build some excitement in $META Mag X stocks have been underwhelming recently. That may be about to change with MAGS/SPY trading directly below 20D highs here. META is at the 200D MA and this could be the catalyst for a rally into year-end"
X Link 2025-12-19T15:00Z 1575 followers, XXX engagements
"@KobeissiLetter Looking at leading indicators such as volatility it's clear there is a big push for markets to rally into year-end. We look at a number of proxies for volatility all of which suggest supportive conditions. We remain long gold as it outperforms everything else"
X Link 2025-12-19T15:02Z 1575 followers, XXX engagements
"@StockMKTNewz @LeverageETFs Sounds simple but that moving average pointing down isn't bullish. While Bitcoin is likely to rally alongside stocks and gold into year-end a "dead cat bounce" is probably the best-possible outcome. Compare that to gold (we are long) which is poised for record highs"
X Link 2025-12-19T15:40Z 1575 followers, XXX engagements
"@hajiyev_rashad Incredible. Hard for me to know where gold tops out but $4700 would be great With silver making new records today Japan failing to raise rates and the Fed increasing money-printing many reasons for gold to rally. Our trend-following system remains long gold"
X Link 2025-12-19T16:38Z 1576 followers, XXX engagements
"@NickWoolos Genuinely wild to see.The Campbells Company trading down here while AI/high-beta stocks make new high after new high. "Let them eat memes""
X Link 2025-12-19T16:51Z 1575 followers, XX engagements
"@DarioCpx The Fed doesn't appear to realize why silver and gold are rising parabolically: there is way too much cash in the system. Instead of addressing the error they doubled down at the last meeting by announcing a surprise bill-buying program (printing even more money)"
X Link 2025-12-17T11:10Z 1570 followers, 1124 engagements
"@DivesTech Semiconductor stocks or $SMH is a good proxy for the AI trade. SMH/SPY (i.e. the ratio versus the broader index) made all-time highs X sessions ago. Even if AI is in a bubble shorting the all-time high is foolish since no one can "call it" successfully"
X Link 2025-12-17T11:49Z 1570 followers, XXX engagements
"@financialjuice This is infuriating to read. The Federal Reserves prints money (by creating money digitally) and then buys assets like Treasury bills or bonds. This directly adds cash to the economy. The parabolic increase in gold suggests that there is far too much cash in the system"
X Link 2025-12-17T13:31Z 1572 followers, XXX engagements
"@unusual_whales Beyond what Waller said including openly false statements like "asset buying is not stimulus" it's best to see the reaction in markets. Gold is up $XX following his statements and is trading close to record highs. As trend-followers we remain long gold as it outperforms"
X Link 2025-12-17T13:51Z 1575 followers, XXX engagements
"@Investingcom When the Fed prints money and buys assets like Treasury bills it's stimulus. When gold jumps following the Fed's announcement to buy assets and then again when Waller speaks markets are "really moving" on asset buying. As trend-followers this is why we are long gold"
X Link 2025-12-17T14:20Z 1570 followers, XXX engagements
"This needs to be stated clearly: this is false. The Fed prints money (by creating it digitally) and then buys assets like Treasury bills or bonds. This directly adds cash to the economy. The parabolic increase in gold suggests that there is too much cash in the system"
X Link 2025-12-17T14:30Z 1573 followers, XXX engagements
"@PloutonCapLLC Good grief we're at the point where Switzerland is "cheap" compared to the United States. Haven't been to the US in a few years and can hardly recognize the place anymore"
X Link 2025-12-17T16:15Z 1574 followers, XX engagements
"@robin_j_brooks The lack of data is a concern but one could also look at market-based proxies for inflation as a sanity check. E.g. The ratio of TLT/XLE or the ETF $RINF suggests that the fear of stagflation is a smaller concern today. Despite data issues inflation is more likely to fall"
X Link 2025-12-18T16:01Z 1575 followers, XXX engagements
"@unusual_whales And right on cue there's the catalyst for Mag X stocks to rally. MAGS/SPY is making 20D highs in pre-market something it hasn't achieved in some time. That sets up $MAGS to lead the index into year-end. While helpful even MAGS is underperforming gold (we are long)"
X Link 2025-12-19T14:21Z 1576 followers, XXX engagements
"@Convertbond Thank you for continuously beating this drum. The success of AI-related stocks such as $SMH suggests that AI will deliver real benefits in the future. But this is happening in the context of excess money printing. And why precious metals are beating even the hottest stocks"
X Link 2025-12-17T11:48Z 1576 followers, XXX engagements
"The ratio of $SPY to $XYLD (an ETF that systematically sells SPY calls while holding SPY long) is a good proxy for the return on buying SPY calls. As shown below call buying profits peaked in early October and have been trending down. This ratio tends to lead the index"
X Link 2025-12-18T10:28Z 1575 followers, XXX engagements
"@jbulltard1 And the ultimate tell: gold is up 60%+ YTD And stocks priced in gold (which triggers almost everyone) is down since late 2021. Precious metals have been the yardstick for wealth for most of history and that's not about to change. You can guess how I'm positioned"
X Link 2025-12-18T11:59Z 1575 followers, 3252 engagements
"@TheOriginal5895 Hard for us to make predictions about price targets but a big move higher in the future is almost certainly on the cards. The worst year in history (2022) followed by X years of flat performance is very unusual for any major asset class"
X Link 2025-12-18T15:39Z 1575 followers, XX engagements
"@AlessioTMAD I voted "as expected" only because the market itself was suggesting inflation is slowing before the data. Looking at TLT/XLE or $RINF you can see that the fear of stagflation is falling. More importantly the market is starting to debate the possibility of deflation"
X Link 2025-12-18T15:57Z 1575 followers, XXX engagements
"@Mayhem4Markets I have an unpopular opinion here: Gold is a stable unit of account unlike fiat money. Since 1971 (end of the gold standard) gold is up X% annually vs. XX% for stocks. The difference is the "true" growth rate. X% is the inflation rate in assets (not consumables)"
X Link 2025-12-18T16:41Z 1575 followers, XX engagements
"@CalebFranzen The area around the 200-day MA ($108000) is a likely target. Beyond recent weakness in Bitcoin other proxies for levered buying (e.g. returns on call buying a topic I post about) are also showing signs of weakness. Weakness in equities is likely to eventually follow"
X Link 2025-12-19T10:57Z 1575 followers, XXX engagements
"@Mr_Derivatives The ratio of $MAGS to $SPY is finally set to break 20-day highs today - from how it's trading in pre-market. Makes me think a lot of Mag X names are likely to rally into year-end. Tesla is the obvious candidate but thinking NVDA could be next as well"
X Link 2025-12-19T12:36Z 1575 followers, XXX engagements
"@biancoresearch Good point Jim - bonds can't rally on good news and that's a warning sign. My read is that concerns regarding the next Fed chair is overshadowing good data today. If the president insists on low rates and more money-printing another leg lower in bonds may be what's next"
X Link 2025-12-19T14:53Z 1575 followers, XXX engagements
"@KobeissiLetter Precious metals moving up parabolically is a sign that there is far too much cash in the system. Unfortunately the Fed continues to ignore this signal. Last week the Fed expanded its pace of money-printing or "bill buying." As trend-followers we remain long gold"
X Link 2025-12-19T17:25Z 1575 followers, XXX engagements