[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

@mark_ledain "@elerianm Gold is breaking out again on a lot of technical charts and it looks like precious metals miners are actually following this time $B $NEM $USA $HL"
@mark_ledain on X 2025-07-22 21:53:02 UTC 1242 followers, XXX engagements

"@awealthofcs I increasingly feel that low rates as long as they can get funneled into energy and other productive assets are actually deflationary The capital boom in shale provided several years where low rates actually just financed a surplus of energy which lowered costs on everything"
@mark_ledain on X 2025-07-22 17:21:00 UTC 1240 followers, XXX engagements

"@DividendDude_X @EconomyApp The potential breakup of $GOOG is sometimes listed as a reason not to own the stock but realistically Waymo and Cloud and YouTube all have incredible growth and would get significant premiums in this market"
@mark_ledain on X 2025-07-24 12:01:09 UTC 1242 followers, XXX engagements

"@StockMKTNewz On the bullish side I hear they might have Sydney Sweeney join the quarterly call next week"
@mark_ledain on X 2025-07-24 13:37:55 UTC 1241 followers, XXX engagements

"@Barchart Commodities and EM will keep climbing as the dollar $DXY keeps falling Some large caps should also beat earnings estimates given several key names have over a third of their revenue from international ops (a weak dollar increases their earnings) $SPY"
@mark_ledain on X 2025-07-23 18:24:49 UTC 1241 followers, XXX engagements

"@AaronAnandji Definitely. A lot of Canadian SAAS startups also naturally end up in the US after the first few sales because the adoption is way faster there. Higher propensity amongst their American clients to try new tools avoids having to sell to Canadian oligopolies etc"
@mark_ledain on X 2025-07-22 12:24:14 UTC 1241 followers, 1224 engagements

"@thexcapitalist Centene $C taking a turn in dragging down the sector"
@mark_ledain on X 2025-07-25 12:01:47 UTC 1241 followers, XXX engagements

"@BrothersDow @awealthofcs All fair I generally feel though that energy is underrepresented in the CPI basket its an input in everything and climbing energy translates into higher housing prices of goods wage inflation etc"
@mark_ledain on X 2025-07-22 19:22:27 UTC 1243 followers, XX engagements

"@elerianm The declining dollar is stealth global stimulus It acts as a tailwind for everything from emerging markets to commodities as it frees up purchasing power A lot of large caps also benefit from a declining dollar with earnings beats incoming $TLT $SPY $EWZ $VWO"
@mark_ledain on X 2025-07-22 19:24:00 UTC 1240 followers, XXX engagements

"@KobeissiLetter $CNC shareholders have to hope for $UNH to start climbing Its so large that continued pressure on UNH just means there is so much funds flow leaving that sector that there wont be enough buying to support Centene"
@mark_ledain on X 2025-07-24 12:53:45 UTC 1240 followers, 3126 engagements

"Incredible amount of free cash flow reported by Newmont this quarter $NEM Thats going to drive a lot more funds flow into miners and the commodity space in general"
@mark_ledain on X 2025-07-24 23:05:54 UTC 1242 followers, XXX engagements

"@NorthmanTrader That looks about right Declining USD is actually a tailwind for large cap earnings (and thats prior to any incremental global demand from increased purchasing power)"
@mark_ledain on X 2025-07-23 18:52:37 UTC 1241 followers, XXX engagements