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@JackFarley96 "A little stale but great primer on BDCs which are trading weak on First Brands private credit bankruptcy From Raymond James"
X Link @JackFarley96 2025-10-10T01:24Z 80.5K followers, 6521 engagements

"The potential credit losses for $JEF Goldman estimates at $XX Million (5.9% equity in Point Bonita which has $XXX loss exposure to First Brands)"
X Link @JackFarley96 2025-10-10T22:36Z 80.5K followers, 23.3K engagements

""But the other semiconductor ETFs have these three companies as their top holdings too" maybe but the other semi ETFs have underperformed $SMH (VanEck's original semi ETF) 2/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, XXX engagements

"Many are now saying the speculative fervor is approaching bubble levels of 2021. I disagree and here in an image from 2021 is why"
X Link @JackFarley96 2025-10-03T17:33Z 80.5K followers, 402.7K engagements

"Evidence that the data center buildout is just getting started Excellent piece from Citrini"
X Link @JackFarley96 2025-09-29T13:19Z 80.5K followers, 49.1K engagements

"Transparency is always good. Pump and Dump Scams are bad and I'm pleased to see @SECGov crackdown on Chinese stock scams. I'm also pleased that none of my concentrated positions in Chinese small-caps are on Edwin's list 😄"
X Link @JackFarley96 2025-10-01T20:25Z 80.5K followers, 8667 engagements

"the baskets in the piece has some interesting names. I might add $TPL their attributable natural gas production is impressive and it is undermonetized because of a lack of infrastructure (that other companies are building rn). Also $SMH & $SMHX from my sponsor VanEck"
X Link @JackFarley96 2025-09-29T13:25Z 80.5K followers, 4555 engagements

"OUT NOW - @Brad_Setser on: - Why China's trade surplus is back & bigger than ever - What China is doing with its new reserves - Why U.S. should ask for Yuan (CNY) to strengthen Apple Spotify"
X Link @JackFarley96 2025-10-13T18:01Z 80.5K followers, 71.1K engagements

"Good point from @John_Hempton on Jefferies: while $JEF's tangible credit losses may be capped at $XX Million there could be far greater damage to their reputation & client relationships which though intangible are very important to their long-term success"
X Link @JackFarley96 2025-10-12T22:00Z 80.5K followers, 12.2K engagements

"Credit card delinquencies at Bank of America DOWN year-over-year"
X Link @JackFarley96 2025-10-15T13:25Z 80.5K followers, 29K engagements

"Wheaton Precious Metals revenue from gold has risen while silver has fallen. Partly because $WPM has prioritized new gold royalties partly because gold:silver ratio has risen note: $WPM is newer position for me I have been in $FNV since spring & $EMX since early summer 7/11"
X Link @JackFarley96 2025-10-05T16:16Z 80.4K followers, XXX engagements

"Video version will be available on Spotify :)"
X Link @JackFarley96 2025-10-13T16:27Z 80.5K followers, 3721 engagements

"For $IONQ they are burning a lot more cash. (I think cash on hand might be higher because of $X Billion issuance they did this summer). 4/7"
X Link @JackFarley96 2025-10-07T18:05Z 80.5K followers, 1032 engagements

"OUT NOW - @maxwiethe & I on: - Fed's independence - Acuren $TIC (@Citrini7's latest pick) - Single stock day: $FTAI $NBIS $FNV and $MSCI Apple Spotify"
X Link @JackFarley96 2025-09-19T14:52Z 80.5K followers, 22K engagements

"@Citrini7 $OWL's non-controlling interest is insane. They have like X share classes $OWL does not even own that much of the company"
X Link @JackFarley96 2025-10-02T17:52Z 80.5K followers, 1906 engagements

"OpenAI has announced deals with three of the top holdings of $SMHX 1/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, 4231 engagements

"@gordocap18 where did he say this I like $SPGI. And $MSCI"
X Link @JackFarley96 2025-10-01T19:51Z 80.5K followers, 1232 engagements

"AI CapEx Bears beware the data centers are being built and they are wayyyyy bigger than Central Park @Citrini7's latest (we discuss) 5/11"
X Link @JackFarley96 2025-10-05T16:16Z 80.4K followers, XXX engagements

"@Tejanobrown $TPL keeps reporting more and more production in the royalty areas it controls Curious who the expert is. My DMs are open"
X Link @JackFarley96 2025-09-29T23:16Z 80.5K followers, XXX engagements

"@ShaIenden @maxwiethe Not talking about stock market. Credit market"
X Link @JackFarley96 2025-10-12T07:47Z 80.4K followers, XXX engagements

"President Trump: Don't worry about China"
X Link @JackFarley96 2025-10-12T16:57Z 80.5K followers, 301.8K engagements

"My views on Quantum Computing: they are in a speculative bubble and don't make money and likely never will (i.e. @MartinShkreli is right on fundamentals) BUT. are they burning enough cash for a no-brainer short I'm not so sure 1/7"
X Link @JackFarley96 2025-10-07T18:05Z 80.4K followers, 30.7K engagements

"What has actually happened to U.S. imports since Liberation Day. Total volumes haven't changed much but the composition HAS. A lot less from China and more from Southeast Asia. @Brad_Setser explains: Apple Spotify"
X Link @JackFarley96 2025-10-13T18:50Z 80.5K followers, 5934 engagements

"Fwiw I technically don't own $TPL as of now because I sold it for tax loss harvesting purposes this month (bad timing I know). But to be clear I like it a lot"
X Link @JackFarley96 2025-09-29T13:25Z 80.5K followers, 3894 engagements

"Loan market already pulling deals"
X Link @JackFarley96 2025-10-11T02:54Z 80.5K followers, 50.6K engagements

"@SweetLilBabyGee I shorted $IONX today small size. Haven't looked at the puts as I assume they are prohibitively expensive"
X Link @JackFarley96 2025-10-11T02:18Z 80.5K followers, XX engagements

"This interview is sponsored by @vaneck_us. Learn more about $SMH here: And about VanEck's Fabless Semi ETF $SMHX here: 2/3"
X Link @JackFarley96 2025-10-13T18:01Z 80.5K followers, 4454 engagements

"OUT NOW - Panic on Wall Street on spillover from First Brands' $10B+ bankruptcy credit strains in BDCs and Trump's XXX% China tariff wrecks stocks & crypto @maxwiethe & I break it down: Apple Spotify"
X Link @JackFarley96 2025-10-11T13:57Z 80.5K followers, 55.5K engagements

"@MarketDraft @MartyBent The broad macro data shows increasing delinquencies yes. Plenty of companies that show moderating // improving delinquencies though. Granted most cater to higher-income consumers such as $JPM $AXP etc"
X Link @JackFarley96 2025-10-15T13:37Z 80.5K followers, XXX engagements

"I compare this to $STRYQ & $FAZE two shorts of mine that did work because they ran out of money very very quickly (on $FAZE I actually lost money but was very right on fundamentals & stock tanked quickly) Starry went bankrupt and FazeClan was taken over for a pittance 5/7"
X Link @JackFarley96 2025-10-07T18:05Z 80.5K followers, XXX engagements

"OUT NOW - how @JulianMI2 sees things: - Trump admin wants Fed to enact financial repression - precious metals have room to run - complacency in equity market is building 1/3"
X Link @JackFarley96 2025-09-28T16:41Z 80.5K followers, 50.6K engagements

"Fair point about $JEF. There could be serious concerns beyond just the credit losses to Jefferies"
X Link @JackFarley96 2025-10-11T02:27Z 80.5K followers, 11.8K engagements

"Patrick @PPGMacro on opaque "pirate credit" market & recent bankruptcies: "there are a lot more First Brands & Tricolors out there than people are willing to admit" Apple Spotify"
X Link @JackFarley96 2025-10-02T17:53Z 80.5K followers, 7513 engagements

"I own and like $ASML (wish I owned more). If there were more dominant companies I'd love to own them. $LVMH is intriguing But to pretend that U.S. stocks and Euro stocks are the same in terms of quality and growth is just cope. For example Zegna I love their products their operating margins are XX% Compare that to $MSCI or $V. No thank you"
X Link @JackFarley96 2025-10-09T13:38Z 80.4K followers, XXX engagements

"Disclosure: VanEck is a sponsor of my media company the Monetary Matters podcast network 4/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, 3253 engagements

"@hankparmstrong impossible to know by just looking at investor presentations and even supplements. 10Q/10K and FDIC call report I think a lot of the modification "games" are in CRE and C&I. Not too sure about consumer. I should have Bill back on"
X Link @JackFarley96 2025-10-14T11:30Z 80.5K followers, XXX engagements

"End of Fed's Quantitative Tightening (QT) approaches. Powell: "Our long-stated plan is to stop balance sheet runoff when reserves are somewhat above the level we judge consistent with ample reserve conditions. We may approach that point in coming months""
X Link @JackFarley96 2025-10-14T18:59Z 80.5K followers, 8164 engagements

"Here is $SMHX vs. $SMH vs. $SOXX since $SMHX's inception I wouldn't be too bearish on fab side someone's going to have to actually fab these chips. See my fireside chat w @angusshillingto & @NickFrasse: Apple Spotify 3/4"
X Link @JackFarley96 2025-10-14T13:50Z 80.5K followers, 3629 engagements

"Credit card delinquencies at JPMorgan are DOWN year-over-year yet again (2.20%=2.14% for 30+ day 1.10%=1.07% for XX day) Meanwhile credit/debit spend up XXX% Year-over-year"
X Link @JackFarley96 2025-10-14T11:24Z 80.5K followers, 35.2K engagements

"@iamtomnash $MA $V $TPL $SPGI $MSCI $AAPL $GOOGL $META $MCO $NDAQ $ICE $BKNG $NVDA $VRSK $TSM $AMZN $HESAY $AXP $DE $CME $MORN"
X Link @JackFarley96 2025-09-19T19:22Z 80.5K followers, 2969 engagements

"Funny meme. @Larryjamieson_ has written pieces on $MCO & $MSCI and since over half of $SPGI's EBITDA is from ratings and indices (Moody's & MSCI's businesses basically) he probably is that guy (and so am I)"
X Link @JackFarley96 2025-10-06T23:49Z 80.5K followers, 13.9K engagements

"Same with Wells by the way Credit Card Delinquencies down year-over-year (2.87%=2.69% for 30+ day 1.43%=1.34% for 90+ day)"
X Link @JackFarley96 2025-10-14T11:33Z 80.5K followers, 60.2K engagements

"On Fifth Third $FITB acquiring Comerica $CMA. it's cool to see a takeover proposal by an investment firm and then to see it actually happen a few months later. Congratulations to @HoldCoAM"
X Link @JackFarley96 2025-10-07T17:32Z 80.5K followers, 7884 engagements

"Here's the chart from Brad: Total volumes haven't changed outside of the fact that there was a huge import surge before Liberation Day in order to get ahead of tariffs. Which has been covered amply by Brad on my program and by many other people"
X Link @JackFarley96 2025-10-13T18:50Z 80.5K followers, 4993 engagements

"The KBW regional banking ETF $KBWB rallied XXXX% today the biggest rally all year. Many are attributing this rally to an update from Western Alliance Bank that its deposits are growing Update from Western Alliance is kind of a nothing-burger 🍔 I have to say. (2/8)"
X Link @JackFarley96 2023-05-17T21:35Z 80.5K followers, 8178 engagements

"Tough day in the markets for me as it was for so many others. Semis & China my two biggest longs got hit hard. I de-risked as matter of necessity. I urge caution to those long crap. I broke everything down (incl First Brands & BDC meltdown) w/ @maxwiethe - airs tomorrow"
X Link @JackFarley96 2025-10-11T01:32Z 80.4K followers, 30.7K engagements

"Bank of America's credit loss provisions decline massively $BAC Bears in shambles once again"
X Link @JackFarley96 2025-10-15T13:00Z 80.5K followers, 3673 engagements