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@Convertbond "Got Hard Assets Metals - Mining and National Security The $XME ETF is now XX% above its 200-day moving average a level it has never reached before"
X Link @Convertbond 2025-10-13T14:01Z 139.9K followers, 45.1K engagements

"@Alpha_Ex_LLC "On $GLD 2-month implied volatility has gone from XX to XX over the last X months even as realized vol has fallen from XX to XX. This is not about how the option is carrying (ie implied vs realized). It is simply about one-way demand for options." via @Alpha_Ex_LLC"
X Link @Convertbond 2025-10-08T12:16Z 139.8K followers, 4423 engagements

"Gold Bitcoin Last Four Years by nearly XX% Largest Drawdown Last Decade Gold: -XX% Bitcoin: -XX% -XX% -XX% -75%"
X Link @Convertbond 2025-10-13T17:28Z 139.9K followers, 49.4K engagements

"2025 Gold Miners $GDX XX% Silver Miners $SIL XX% Platinum $PLTM XX% Rare Earth Metals $REMX XX% Nuclear $NUKZ XX% Copper Miners $COPX XX% Steel $SLX XX% Palladium $PALL XX% Bitcoin $IBIT XX% Mag7 $MAGS XX% Semiconductors $SOXX X% US Treasuries $TLT X% Bloomberg data"
X Link @Convertbond 2025-08-30T12:03Z 139.9K followers, 232.1K engagements

"2025 Hard Assets $XME +94% AI - Nvidia $SMH +40% AI Semis $SOXX +32% Mag7 $MAGS +17% *The much-heralded SMH ETF unched (0.00%) since Oct X with XME Metals up another XX% if it were a fight a cage match they'd stop it"
X Link @Convertbond 2025-10-15T14:17Z 139.9K followers, 4268 engagements

"@systemic_bliss total bs"
X Link @Convertbond 2025-10-14T01:17Z 139.8K followers, XXX engagements

"Why did Bitcoin lose close to XX% of its value in a few days while gold stayed on all time highs The wonderful world of leverage"
X Link @Convertbond 2025-10-11T12:28Z 139.8K followers, 25.9K engagements

"Dear Central Bankers - When you do not allow the cleansing process of the business cycle to function over longer and longer and longer periods of time you literally are placing Bernie Madoffs on Street corners around the USA. Welcome to private credit"
X Link @Convertbond 2025-10-09T15:09Z 139.9K followers, 99.8K engagements

"After filing the 10-Q w/ the SEC and reporting earnings they moved the $50B back onto the balance sheet. When central bankers do NOT allow the cleansing process of the business cycle to function over longer and longer periods of time they lay the foundation for this behavior"
X Link @Convertbond 2025-10-04T19:22Z 139.8K followers, 6462 engagements

"When was the last year silver's return was nearly 5x that of the top US tech stocks Financial repression - in Washington. They are trying to hold the beach ball underwater by keeping interest rates below inflation. We need a whole new portfolio construction"
X Link @Convertbond 2025-10-13T22:42Z 139.9K followers, 9757 engagements

"Gold 2025: $4000 2020: $1500 2015: $1100 2010: $1100 2005: $XXX 2000: $XXX *Bloomberg data"
X Link @Convertbond 2025-10-08T02:05Z 139.9K followers, 35.2K engagements

"A must listen - a large focus of our latest book. Last XX years the hubris coming out of Washington around sanctions property confiscation and rare earths. Gross negligence in U.S. national security squared"
X Link @Convertbond 2025-10-11T11:53Z 139.8K followers, 21K engagements

"Never ever invest in the present. You have to visualize the situation XX months from now and whatever that is thats where the price will be not where it is today. If you invest in the present youre going to get run over. The GOAT Stanley Druckenmiller"
X Link @Convertbond 2025-10-15T16:56Z 139.9K followers, 12.9K engagements

"Copper Miners $COPX +63% Apple $AAPL +3% Amazon $AMZN +0% The US power grid is XX years old in some areas XX in others. To support AI data centers EVs and robotics (100M next decade) - we need a dozen new copper mines across the Americas from south to north. Listen to Robert - "they cost $5B to $20B each and take 10-20 years to complete." *Book ideas: "When Markets Speak.""
X Link @Convertbond 2025-10-04T12:01Z 139.8K followers, 2479 engagements

"Drawdowns destroy lives. Long-term Bitcoin track records are meaningless"
X Link @Convertbond 2025-10-11T23:00Z 139.9K followers, 277.5K engagements

"Since December Gold +56.8% Bitcoin: +5.5% Current Drawdown Gold: All-time high Bitcoin: -XXX% (2)"
X Link @Convertbond 2025-10-13T17:49Z 139.9K followers, 5268 engagements

"Got Hard Assets SILVER SURGES TO ALL-TIME HIGH ABOVE $XXXXX AN OUNCE - Bloomberg. 2025 Silver $SLV +73% Nvidia $NVDA +36% Semis $SOXX +27% Bitcoin $IBIT +24% Mag7 $MAGS +15% Tesla $TSLA +2% Amazon $AMZN -X% Apple $AAPL -2%"
X Link @Convertbond 2025-10-13T22:08Z 139.9K followers, 40.9K engagements

"Markets are Speaking in Recent Days A. US Ten-Year: XXXX% to XXXX% B. Oil: $XXXXX to $XXXXX C. Copper down X% today D. Consumer Staples $XLP recession-resistant stocks +2% You tell me"
X Link @Convertbond 2025-10-14T19:06Z 139.9K followers, 67.7K engagements

"This cycles Tyco Adelphia Worldcom (Jack Grubman) Enron (Andy Fastow) and Sunbeams (Tricky Al Dunlap)"
X Link @Convertbond 2025-10-11T11:38Z 139.9K followers, 31.9K engagements

"*BERKSHIRE HATHAWAY RAISES XX BILLION YEN FROM BOND SALE. Just wow. Buffett is loaded with cash and he's reaching into the margin account (borrowing) in yen. Next XX months - he's going to buy this puke festival with both hands. Thoughts"
X Link @Convertbond 2025-04-11T01:29Z 139.9K followers, 2.7M engagements

"For a wealthy person who has staying power this doesn't matter; they can buy and hold. The REALITY is that too many young people do NOT have that luxury. They want to get married buy a home and they puke (sell) the bitcoin in the hole (on the lows) - fact"
X Link @Convertbond 2025-10-12T12:05Z 139.9K followers, 7284 engagements

"Any asset class that is relentlessly promoted by strippers and charlatans an investment that plunges XX% four times in a decade is NOT a store of value. Long term track records on crypto are meaningless garbage"
X Link @Convertbond 2025-10-11T23:43Z 139.9K followers, 374.2K engagements

"@TheStalwart Joe I agree with your point there is a pathetic search for narratives on the gold bull run higher - but you and Mr. Mark Dow have been the most vocal gold bears on X looking back over the last decade. What did you get wrong Too much trust in central planning"
X Link @Convertbond 2025-10-14T22:29Z 139.9K followers, 74K engagements

"Dear BS Pump Artists ask Grok - nasty Bitcoin drawdowns hurt most investors in reality. Long-term track records are near meaningless. *Gold's most significant drawdown over the last decade is just XX% which is a "real" store of value"
X Link @Convertbond 2025-10-14T01:08Z 139.9K followers, 20.6K engagements

"@clarkson34918 In a "raging bull equity market" OWL is off XX% since Feb and FSK (KKR) is off XX% since July (the list goes on and on) and shorts are very VERY happy. Never one cockroach"
X Link @Convertbond 2025-10-09T12:00Z 139.9K followers, XXX engagements

"There is $2T of AI capex dollars coming after software companies and other disruptions; $OWL lends to junk tech and software but everything is fine comedy. Public Software Players $ADBE -XX% $CRM -33%"
X Link @Convertbond 2025-10-15T13:13Z 139.9K followers, 4311 engagements

"You Raoul have staying power prayers for the young lives destroyed yesterday"
X Link @Convertbond 2025-10-12T00:51Z 139.9K followers, 75.2K engagements

"January XX to October XX OWL equity -XX% SPY S&P XXX +8% Were not seeing rising defaults were not seeing companies struggling while banks might want to look at their own books for any cockroaches. - Bloomberg. Blue Owl Capital CEO Marc Lipschultz"
X Link @Convertbond 2025-10-15T13:03Z 139.9K followers, 10.5K engagements

"Our two books "A Colossal Failure of Common Sense" and "When Markets Speak" now have more than one million readers and are published in more than XX languages. Thank you"
X Link @Convertbond 2025-10-12T17:20Z 139.9K followers, 8416 engagements

"Hard Assets in 2025 Gold Miners $GDX XXX% Silver Miners $SIL XXX% Rare Earth Metals $REMX XX% Platinum $PLTM XX% Nuclear $NUKZ XX% Copper Miners $COPX XX% Palladium $PALL XX% Semiconductors $SOXX XX% Steel $SLX XX% Bitcoin $IBIT XX% Mag7 $MAGS XX% US Treasuries $TLT X% Bloomberg data"
X Link @Convertbond 2025-10-02T10:34Z 139.9K followers, 143.3K engagements

"@Alpha_Ex_LLC Bloomberg data Platinum $PLTM +80% Silver $SLV +67% Copper $COPX +63% Gold $GLD +53% Uranium $URNM +52% PALL $PALL +49% Nvidia $NVDA +38% Mag7 $MAGs +18% Bloomberg data Chart h/t @albertedwards99"
X Link @Convertbond 2025-10-08T13:02Z 139.9K followers, 27K engagements

"Business Development Companies BDCs Private Credit - the slime show is oozing to the surface. Borrower First Brands used a Lehman like Repo XXX move to hide leverage and screw investors. Two size frauds in the last XX days stay tuned"
X Link @Convertbond 2025-09-30T20:18Z 139.9K followers, 316.3K engagements

"The loss to private credit investors could be as high as $40B. First Brands balance sheet looks like so many of the mortgage CDO structures from 2007-2008. They want to hide the salami - hide the leverage to produce returns"
X Link @Convertbond 2025-09-30T20:28Z 139.8K followers, 11.4K engagements

"Over the Weekend - A few friends sent us this gem. Never ever forget "Repo 105." They removed $50B from the balance sheet through a repo transaction. The great bamboozle. Analysts like this guy were fooled into believing Lehman was far less leveraged than it was in reality"
X Link @Convertbond 2025-10-04T19:19Z 139.8K followers, 39.5K engagements

"Drawdowns this Week Bitcoin -XX% Ethereum -XX% Solana -XX% Cardano -XX% Dogecoin -XX% Litecoin -XX% XRP -XX% *Hail the King - Gold closed up X% Friday just off an all-time high"
X Link @Convertbond 2025-10-11T12:53Z 139.9K followers, 236.4K engagements

"Over the last decade Bitcoin has spent most of the time off XX to XX% - see the red drawdowns below. You must be prepared for this price action. Personal capital must have a long-term view with a mission to add in to weaknesses. If you will need the $ inside the next X years get out now"
X Link @Convertbond 2025-10-12T11:56Z 139.9K followers, 11.1K engagements

"The conundrum. The pump artist and strippers draw young people into this dangerous game at the highs. They need to find the greater fool to move the asset class further. Young people adopt a perceived long-term view: "I will never sell." Then Bitcoin drops XX% and stays there"
X Link @Convertbond 2025-10-12T12:02Z 139.8K followers, 7831 engagements

"Goldman Sachs -- Gold Year-end Target January 2024: $2090 March 2024: $2180 June 2024: $2300 February 2025: $3100"
X Link @Convertbond 2025-10-07T02:34Z 139.9K followers, 12.9K engagements

"Got Uranium $SRUUF $NUKZ WSJ: U.S. Army Plans to Power Bases With Tiny Nuclear Reactors The Janus Program fulfills a Trump order to start powering military installations with state-of-the-art nuclear technology. Via @hcrubin2009"
X Link @Convertbond 2025-10-15T21:33Z 139.9K followers, 11.4K engagements

"@coinbureau The disgusting side of crypto - kids getting wiped out on toxic video game leverage"
X Link @Convertbond 2025-10-11T13:09Z 139.8K followers, 9892 engagements

""Crypto liquidations soar to $9.4B in XX hours the LARGEST single-day event ever. Bigger than LUNA. Bigger than COVID. Bigger than FTX." via @coinbureau"
X Link @Convertbond 2025-10-11T12:59Z 139.8K followers, 13.8K engagements

"Since July Bitcoin has been flat with platinum +22% gold +25% palladium +39% and silver +45%. From "When Markets Speak." You are far better off owning a basket of hard assets including Bitcoin"
X Link @Convertbond 2025-10-14T02:33Z 139.9K followers, 5287 engagements

"Great to be back in the Bahamas. Special thanks to the team at CFAL - we appreciate the opportunity to speak at their conference this week. When Markets Speak a top ten bestseller on Amazon. The great migration is upon us hard assets financial assets. Buckle up"
X Link @Convertbond 2025-10-15T01:08Z 139.9K followers, 7121 engagements

"@DougKass @andrewrsorkin @SquawkCNBC The great AI Power Race "When Markets Speak" -- a top ten all year on Amazon Money and Finance. Gratitude"
X Link @Convertbond 2025-10-10T13:17Z 139.8K followers, 11.8K engagements

"Tell a friend today. This classic was published in March 2024; it's going to be in paperback soon. Pick up your hardback before Wednesday. We are coming to a city near you for the inscription. Nassau - Puerto Rico (Oct) Nashville (Nov) Sarasota (Dec)"
X Link @Convertbond 2025-10-10T13:35Z 139.8K followers, 11.1K engagements

"Private credit - Other people's money. Pay attention to the next Lehman. $ XXX T lending $500B of bad loans"
X Link @Convertbond 2025-10-01T01:27Z 139.8K followers, 19.4K engagements

"2025 Gold Miners GDX +132% Rare Earths REMX +90% AI Power NUKZ +68% Copper Miners COPX +63% Uranium URNM +51% Crowded Trades NVDA +38% Google GOOG +32% AI Capex Microsoft MSFT +25% AI Capex META +22% Tesla TSLA +12% Apple AAPL +2% AI Capex AMZN +0% Bloomberg data"
X Link @Convertbond 2025-10-07T12:36Z 139.9K followers, 9229 engagements

"The "hard asset" bull market is here so be careful we are at extreme extension"
X Link @Convertbond 2025-10-14T19:45Z 139.9K followers, 36.8K engagements

"Hubris - Washington Style X. Use the sanctions billy club on the developing world excessively for XX years. X. Confiscate - Freeze $300B Russian Central Bank assets. X. Fiscal and Monetary overdose since 2020 $17T"
X Link @Convertbond 2025-10-15T14:39Z 139.9K followers, 6107 engagements

"First Brands excelled at the art of "factoring" - that's borrowing against current cash flows. Over the last XX months in private credit -- investors have been forced to put their money to work; sitting on cash is a sin. Buying into convoluted / opaque capital structures"
X Link @Convertbond 2025-10-02T09:21Z 139.8K followers, 9847 engagements

""There is nothing in this world which will so violently distort a man's judgment more than the sight of his neighbor getting rich. " JP Morgan after the "Panic of 1907.""
X Link @Convertbond 2025-10-12T12:08Z 139.9K followers, 6921 engagements

"Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt"
X Link @Convertbond 2025-01-04T14:04Z 139.9K followers, 346.2K engagements

"We have a large investment bank close the XX% off its high off more than XX% over the last month and people are chasing tech stocks higher. Where have we seen this show before"
X Link @Convertbond 2025-10-08T20:33Z 139.8K followers, 99.7K engagements

"A tale of two cities Gold all time highs vs. Bitcoin off XX% sale"
X Link @Convertbond 2025-10-14T13:03Z 139.8K followers, 2719 engagements

"BDC equities are off 20-40% in a raging bull equity market you tell me. The smell of old fish is in the air"
X Link @Convertbond 2025-10-03T21:53Z 139.9K followers, 10.5K engagements

"What kind of morons lend into this kind of capital structure - only in "private credit" - so pathetic OTHER people's money"
X Link @Convertbond 2025-10-01T01:10Z 139.8K followers, 9050 engagements