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@TonyNashNerd "Why can't the US do a Project Warp Speed for rare earth minerals @SecretaryBurgum - This seems like a top priority. Can we get this done my Q2 2026"
X Link @TonyNashNerd 2025-10-11T15:41Z 27.3K followers, 338.1K engagements

""Gold at $4000 is not proof of a collapsing dollar. It is evidence that China is bracing for a prolonged economic confrontation. By swapping weak currency for metal Beijing has bought time and attention but not stability.""
X Link @TonyNashNerd 2025-10-09T18:20Z 27.3K followers, 27.1K engagements

"@YaxueCao @SecretaryBurgum Yes We finally see them for who they are"
X Link @TonyNashNerd 2025-10-11T17:52Z 27.3K followers, 3132 engagements

"Uhm no. This transaction will happen in Singapore where BHP has the entity that receives this payment. That CNY to AUD conversion will happen in Singapore not Australia. It helps to understand corporate structures and global financial flows before making big assertions"
X Link @TonyNashNerd 2025-10-10T14:40Z 27.3K followers, 4659 engagements

"Enough. Seriously. Stop it"
X Link @TonyNashNerd 2025-10-15T16:57Z 27.3K followers, 26.5K engagements

"Every day I get some offshore company asking me to outsource our machine learning and AI activities. If you run a software company DO NOT DO THIS. All of our devs & data science people are in Texas. We DO NOT offshore anything. YOU WILL LOSE YOUR IP IF YOU OFFSHORE DEVELOPMENT"
X Link @TonyNashNerd 2025-10-14T14:30Z 27.3K followers, 10.1K engagements

"I thought the trade war was off because TACO and stuff 🤷"
X Link @TonyNashNerd 2025-10-14T03:15Z 27.3K followers, 9798 engagements

".unless you bribe the right person. Then it'll be routed thru Cambodia and you'll get whatever you want"
X Link @TonyNashNerd 2025-10-09T01:20Z 27.3K followers, 3482 engagements

"Liquidity Unleashed: How Repo & RRP Will Supercharge the Central Bank Easing Cycle"
X Link @TonyNashNerd 2025-10-15T12:32Z 27.3K followers, 4988 engagements

"True. Official inflation data are a joke. Dept of Ag should focus on proteins at the grocery store - chicken beef pork. These are ridiculously expensive. ➡For example: The bird flu kill off was a year ago. Why are chicken prices still so high"
X Link @TonyNashNerd 2025-10-13T12:40Z 27.3K followers, 2583 engagements

"🔥New Cloak & Dagger Weekly Briefing Trump & Xi cancel South Korea meeting. 📈 Markets enter predictable sell-off. 🪙 China buys up gold as a hedge against $CNY deval. 💵💥 The ultimate wildcard: A $USD shockwave. Full video:"
X Link @TonyNashNerd 2025-10-10T20:13Z 27.3K followers, 9451 engagements

"Someone just sent me a note saying $XOM is set to "explode higher." Anything is possible. 🕊Peace breaking out in the middle east (lower geopolitical risk premium for crude) and refinery margins compressing. Our CI Markets forecast below with our error rates. ➡Try it for XX for the first X months with promo code INTRO99"
X Link @TonyNashNerd 2025-10-09T16:14Z 27.3K followers, 1695 engagements

"I'm waiting to see which analyst or "journalist" steals this thesis without attribution. Not my first rodeo - happened many times before"
X Link @TonyNashNerd 2025-10-15T14:54Z 27.3K followers, 3323 engagements

"You could spent $100/mo on Claude Code or Roo Code or whatever and get better output"
X Link @TonyNashNerd 2025-10-14T14:59Z 27.3K followers, 1020 engagements

"Nobody wants to admit that gold is rising as China disposes of the CNY it creates. They need a deval. They're getting into gold before they do this. They already have huge USD reserves and UST holdings"
X Link @TonyNashNerd 2025-10-08T14:12Z 27.3K followers, 23.1K engagements

"@landofthe80s Greenland celebrates Thanksgiving"
X Link @TonyNashNerd 2025-10-14T00:51Z 27.3K followers, XX engagements

"@traders_guild I'm not opposed to the change. I run an AI company. The announcements as a vehicle to goose equities is what's so tiresome"
X Link @TonyNashNerd 2025-10-15T19:14Z 27.3K followers, XX engagements

"Project Warp Speed for Rare Earths: Channeling Henry Kaiser to Break China's Grip"
X Link @TonyNashNerd 2025-10-12T13:51Z 27.3K followers, 18.4K engagements

"@RushDoshi IRA couldve enabled price floors/offtake via Sec. 13501 (DOE loans) or Sec. 6417 (tax credit transfers) with $10-20B but political compromise with Manchin & fiscal limits prioritized supply-side incentives over direct intervention. China risk underestimated in 2022"
X Link @TonyNashNerd 2025-10-11T21:41Z 27.3K followers, XXX engagements

"Taiwan's Inventec to invest up to $XX million in Houston ➡ I'm told this will end up being more like $250m"
X Link @TonyNashNerd 2025-09-07T16:27Z 27.3K followers, 2589 engagements

"Real possibility we see ➡ $USD ( $DXY ) to 105-110 ➡ Significant $CNY deval It may get ugly"
X Link @TonyNashNerd 2025-10-11T15:09Z 27.3K followers, 7388 engagements

"I've told stories on a few podcasts about the 2014 China-Russia natgas negotiations. These parties have ZERO trust in each other AND they share a border. Both leaders will be dead by 2034. This will not happen at least not in the first half of this century"
X Link @TonyNashNerd 2025-10-07T14:06Z 27.3K followers, 3265 engagements

"Maybe they thought it was $KRW XXX bn which is like fifty bucks. 🤔"
X Link @TonyNashNerd 2025-09-28T14:35Z 27.3K followers, 2459 engagements

"FREE Gold at $4000: Beijings Gamble"
X Link @TonyNashNerd 2025-10-09T12:49Z 27.3K followers, 77.5K engagements

"You know. If AI succeeds to the level markets have priced in your job is gone (including traders) right"
X Link @TonyNashNerd 2025-10-06T14:12Z 27.3K followers, 13.6K engagements

"I'm not saying certain people read Cloak & Dagger but I'm not saying they don't either. Project Warp Speed for Rare Earths: Channeling Henry Kaiser to Break China's Grip"
X Link @TonyNashNerd 2025-10-13T17:18Z 27.3K followers, 12.6K engagements

"Chinas Youth Unemployment: Echoes of the Cultural Revolution & a Generational CCP Legitimacy Crisis"
X Link @TonyNashNerd 2025-09-24T13:50Z 27.3K followers, 5034 engagements

"👇To my point earlier about Gold. This is less about $USD deval than it is about $CNY deval"
X Link @TonyNashNerd 2025-10-08T21:52Z 27.3K followers, 5633 engagements

"📺I'll be doing a few interviews in Asia today. Notes follow. ---------------------------- We now have INDIVIDUAL stock forecasts for the SGX in our FREE subscription. Register here: ---------------------------- X. FOMC Minutes and Fed Stance Amid Data Gaps and Shutdown What clues are you getting from the minutes with regards to the Feds current stance on interest rates Cautious easing: September 16-17 2025 FOMC minutes show gradual rate cuts planned with unemployment at XXX% and inflation nearing 2%. Most expect two 25bps cuts (October December) to support jobs without fueling inflation."
X Link @TonyNashNerd 2025-10-08T21:42Z 27.3K followers, 1019 engagements

"@adamscrabble How long will middle east peace last"
X Link @TonyNashNerd 2025-10-13T14:58Z 27.3K followers, 3903 engagements

"You guys are the best"
X Link @TonyNashNerd 2025-10-06T21:29Z 27.3K followers, 2103 engagements

"It's happening. The moves we flagged in our weekend newsletter is playing out this Monday morning. 📈 Gold $GC_F is rallying. 📉 Bitcoin $BTC is under pressure. The Chinese Yuan $CNY is weakening. ICYMI here's the full analysis on why this move was expected:"
X Link @TonyNashNerd 2025-10-13T14:53Z 27.3K followers, 1760 engagements

"👇This 💯%. Stop acting like this is dollar debasement. Central bank $USD holdings are up XXX% as gold has been a rocket ship. Who else is printing Think hard. THAT'S the currency people are getting out of"
X Link @TonyNashNerd 2025-10-08T14:00Z 27.3K followers, 7722 engagements

"Texas is saving the Union and protecting Americans. Washington and Lincoln would be so proud. Jefferson Davis would be seriously upset. I know which side I'd rather be on"
X Link @TonyNashNerd 2025-10-07T03:20Z 27.3K followers, 2509 engagements