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@GraphCall "@JetGoldy @Kathleen_Tyson_ I invest profusely in China's capital markets very profitable. I think the investing climate for Europe might get worse before it gets better. And I was born in Europe. That's how bad it is"
X Link @GraphCall 2025-10-13T21:57Z 9548 followers, XXX engagements

"1/3 For those in $CVNA who rejoice that Karmax is losing market share (Karmax =higher credit) a/ Wells Fargo shed XX% of assets VOLUNTARILY due to spread compression. (bad market) b/ Tricolor was growing faster than $CVNA until bankruptcy"
X Link @GraphCall 2025-09-25T19:35Z 9586 followers, 3055 engagements

"So massive productivity gains and yet terms of trade get worse and worse with trade balance Lol Well I believe that you have bogus data. In other words inflation cheat. And you call wealth being more and more indebted to the rest of the world. It's not wealth it's hyperfinancializaion and hyper external debt. Wealth is productive capacity net of external debt"
X Link @GraphCall 2025-10-12T07:30Z 9587 followers, 1071 engagements

"So if the retirement age is pushed to XX in Germany while life expectancy is XXXX it begs the questions: 1) Why would anyone even accept to have a portion of their wage taken away 2) But the money is really taken away so where is it going aside from 2008 bailout of friends and family wealth transfers by money printing NATOstan Millitary Industrial Complex LOOT from Lybia Syria etc.etc"
X Link @GraphCall 2025-10-13T11:16Z 9505 followers, XXX engagements

"Annoying Question: If AI is a bubble (which is could very well be) what is 4tr in #btc and shitcoins EXACTLY Hello🙃"
X Link @GraphCall 2025-10-13T18:41Z 9554 followers, 1200 engagements

"3/6 And then the same Tether has not published a full independently attested financial report since March XX 2023"
X Link @GraphCall 2025-10-09T21:26Z 9490 followers, XXX engagements

"3/7 Banks like Morgan Stanley were lending massively since Q4 to NDFIs. The FDIC mentioned that the lending was going both in NDFI and stock specs"
X Link @GraphCall 2025-10-12T21:38Z 9586 followers, XXX engagements

"Umicore list of recycled metals. With the nut jobs in command in the West. Business should be brisk. NOTE: Not investing in weapons manufacturers. It's a principle here"
X Link @GraphCall 2025-06-11T19:29Z 9503 followers, XXX engagements

"@JetGoldy @Kathleen_Tyson_ can't defend the indefensible. Netherlands just created capital chaos "
X Link @GraphCall 2025-10-13T22:07Z 9554 followers, XXX engagements

"1/2 ☀GOOD MORNING ABSURDISTAN : When a customer finds a cockroach in the soup the other people in the store protest and exit ASAP"
X Link @GraphCall 2025-10-16T12:00Z 9588 followers, 3428 engagements

"1/2 Messages from the NSA to the wild & despised populace. MESSAGE 1: Forget what you saw on Cryptos Repeat after me: #BTC and cryptos are SAFE. #BTC and cryptos are STORE OF VALUE"
X Link @GraphCall 2025-10-12T16:28Z 9512 followers, 1546 engagements

"12/20 And now thats where cryptocurrencies are interesting because cryptocurrencies according to BIS Paper XXX result in demand for stablecoins because you need stablecoins to trade cryptos. The rising price of crypto does not impact the price index at the store so there is ZERO feedback loop between people scared about money prices at the store inflation and interest rates that make the burden higher. But the second insight is that this negative -g is in fact recycled into stablecoins which create demand for UST. So the -g is neutralized by a +st for stablecoin demand necessary for trading"
X Link @GraphCall 2025-10-15T21:33Z 9588 followers, XXX engagements

"@FinanceLancelot You forgot the worse sovereign debt insolvency"
X Link @GraphCall 2025-10-12T10:17Z 9588 followers, 2276 engagements

"I totally agree. #BTC should have had some market makers to have a slow upward slope in price very slow and make sure it is stable in price so that it would be used for receivables discounting and real international trade usage. Spec killed it made it too volatile and unusable for trade"
X Link @GraphCall 2025-10-13T19:00Z 9554 followers, 1155 engagements

"@JerryRi33953886 The gov has total opposition for crypto otherwise it would have repealed the IRS order 12/31/2023 that prevents it from using in trade/business. There is ZERO intention to monetize it only intention to defraud debtor with this trinket"
X Link @GraphCall 2025-10-13T00:16Z 9570 followers, XX engagements

"@EMPD_BTC Nope #BTC and cryptos have a lot in common with the South Sea Bubble scheme of 1720 (gov scheme to defraud the public)"
X Link @GraphCall 2025-10-16T06:05Z 9588 followers, XX engagements

"Just like many crazy cults it ends the same way. Suicides"
X Link @GraphCall 2025-10-12T07:52Z 9561 followers, 2215 engagements

"Why is the US going to deval Henry Thornton 1802. When a country refuses to extend loans to the debtor country and gets bullion instead. When there is a shortage and the debtor country can NOT deliver the precious commodities DEVAL Cryptos are only there to delay deval. As they create demand for stablecoins (BIS paper 141) which in turn create for UST. Cryptos do the exact opposite of what they advertise. They protect the USD"
X Link @GraphCall 2025-10-12T20:19Z 9586 followers, 25.5K engagements

"Crowd-out reaper. for the Private Equity guys and the securitization Fintechs using FVO accounting"
X Link @GraphCall 2025-10-08T22:31Z 9584 followers, 1889 engagements

"Mr. TRUMP raise tariffs please Chinese exports top forecasts. While imports beat also due to strong domestic demand. (Shorting eTailers of China $JD on Friday 🤭) LONG STORY SHORT: China WILL NOT ease restrictions on RRE for dual military/civilian. Why They don't need to"
X Link @GraphCall 2025-10-13T10:38Z 9586 followers, 11.2K engagements

"@cherrygarciafan @AvrosPentos @HarryBuckles No let me block you because you have no training either in Banking or accounting. You should go fishing and not play with capital markets"
X Link @GraphCall 2025-10-14T23:49Z 9586 followers, XX engagements

"🚨 ALERT No sell-side is upgrading $CVNA today 😱😱😱 But SI evercore managed to upgrade $ALLY 😮💨phew we're good. Why the upgrade Don't you remember it's Thursday (you idiots) Happy unbirthday to most of you statistically"
X Link @GraphCall 2025-10-02T09:44Z 9512 followers, 1990 engagements

"11/20 ARGENTINA. NEEDS. TO. STAY. IN. DEBT. But then there is a second effect which coming back to this: The -g is the decrease in real money demand. If people start to go for gold and other commodities because they see the commodities rise and kind of panic about money Then the steady state is lower because people flee money (negative g negative demand for money). In other words the rise in commodities makes people leave money and the growth of money supply that was looking okay is not okay anymore because of this fall in money demand. So even if the Fed keeps nominal money growth steady the"
X Link @GraphCall 2025-10-15T21:33Z 9588 followers, XXX engagements

"@Aureliusltd28 @dlacalle_IA Be careful you have to add negative equity or quasi fiscal deficit to understand that M0 has not srunk as much as assets have shrunk. Accounting and contra account boys and girls"
X Link @GraphCall 2025-10-15T00:47Z 9588 followers, XXX engagements

"1/2 People following this account know exactly what's going on"
X Link @GraphCall 2025-10-03T23:35Z 9574 followers, 14.5K engagements

"2/2 Rheinmetall AG weapons company stock price. 👇 "If you don't know who the patsy is you are the pasty" 🤷♂"
X Link @GraphCall 2025-10-14T12:10Z 9586 followers, 1107 engagements

"4/20 The 1) is in fact monetary growth due to the payment of interest on reserves. Where: M = nominal monetary base (M0) Im = interest rate paid on money (i.e. IORB for reserves) = share of M0 that is interest-bearing (i.e. reserves vs. currency) DEF = non-interest-driven money creation (e.g. fiscal monetization QE for policy purposes). THIS ONE IS THE SECOND SOURCE OF MONETARY GROWTH"
X Link @GraphCall 2025-10-15T21:33Z 9588 followers, 1256 engagements

"@vtchakarova Don't worry add a credit contraction in the US and people will come back to reason in Europe. It won't take long"
X Link @GraphCall 2025-10-13T08:39Z 9517 followers, 1223 engagements

"Ho don't get me wrong this is very basic. We will go down the rabbit hole of source of credit data Charge-offs delinquencies loan modifications disclosure In ASC 825-10 for a particular company. You will appreciate i am sure of that Company that just went down XX% Friday. NBFI lending Lending for capital markets spec and bonds stuffing in some banks will also be discussed. Sandpaper"
X Link @GraphCall 2025-10-11T21:24Z 9586 followers, XX engagements

"@VaeVictis_VV No screw the nihilst shits. And BTW Bitcoin burns energy uselessly (you can never retrieve the energy). And you just got blocked"
X Link @GraphCall 2025-10-16T20:39Z 9588 followers, XX engagements

"@WaveGodMcFly @SamanthaLaDuc @DarioCpx @kashyap286 @FinanceLancelot @JG_Nuke @TheMaverickWS @great_martis @maneco1964 @KingKong9888 @MichaelMOTTCM @NorthmanTrader @zerohedge @DowdEdward @VladTheInflator @peruvian_bull @kshaughnessy2 @DiMartinoBooth @m3_melody @themarketsniper @UnicusResearch An external drain pushes the cost of capital higher in the debtor country. (Juglar)"
X Link @GraphCall 2025-10-08T15:55Z 9586 followers, XXX engagements

"@JohannaNyman5 Did she go on the front lines"
X Link @GraphCall 2025-10-14T04:05Z 9588 followers, 10.5K engagements

"@GT3HODL Miscellaneous a) scarcity if a fallacy b) back by energy is a fallacy d) zero value as a store of value ALL CAN BE DEMONSTRATED"
X Link @GraphCall 2025-10-15T22:44Z 9586 followers, XX engagements

"1/2 So you are a momo pumper of Fintech stock hmmm. but you forgot that those companies actually accumulate the worst type of garbage in consumer lending either subprime car loans or unsecured subprime and "near prime" unsecured personal loans"
X Link @GraphCall 2025-10-16T14:12Z 9588 followers, XXX engagements

"Agreed. Deloitte signed off without doing an actual audit. Given the widspread Fraud if they had done sampling of invoices they should have found the problem. Which begs the question: Who else are they "auditing""
X Link @GraphCall 2025-10-09T20:25Z 9513 followers, 5213 engagements

"@Sigma_tism Even #btc IS WAAAAAY overvalued in MV=PQ It's a means of circulation (for goods and services) with practically no circulation (for goods and services). Under MV=PQ it's worth maybe 6K"
X Link @GraphCall 2025-10-13T18:54Z 9513 followers, XXX engagements

"2/2 Somehow you don't connect the dot with the reality of what they do: Junk credit relying on securitization and credit spreads Duh But and you don't keep an eye neither on credit spreads not on KRE index "because it's a great stock" 😂 It's going to be lit pretty soon"
X Link @GraphCall 2025-10-16T14:12Z 9588 followers, XXX engagements

"Note: Not exposed to consumer securitization in the US/ no exposure to US consumers. Not expensive and tons of cash on balance sheet best at retail in CHINA (logistics) Thanks Mr. market 😊"
X Link @GraphCall 2025-10-10T16:54Z 9586 followers, 1807 engagements

"GOOD MORNING WESTERN ABSURDISTAN 🌞😂 BREAKING 🚨: Germany proposed raising the retirement age to 121"
X Link @GraphCall 2025-10-13T11:03Z 9559 followers, 3909 engagements

"1/7 The asset yields were falling since Q4 2024 (not due to deflation because we had fiscal dominance but due to loan modifications) the credit froth index also peaked in Q4 2024. Delinquencies were hidden by loan modifications"
X Link @GraphCall 2025-10-12T21:38Z 9554 followers, 12.1K engagements

"@BobEUnlimited @MebFaber Well at the minimum consumer lending securitization bizz trading in the exosphere are the bugs looking for a windshield then whether or not the whole economy contracts is a different problem given AI capex"
X Link @GraphCall 2025-10-09T00:52Z 9584 followers, XXX engagements

"Absolutely. And I love when he bursts into laughter as he goes through the data. He is kind of a "joker". Gruenberg was probably the one at the FDIC opposing the XX Months off the Ferris Wheel disappearance of modified loans in cumulative data about modified loans (read delinquent) but then Gruenberd got into a sexual harrassement case. He resigns in May .and in July TADA: FIL letter no more opposition to make the modified loans disappear. How timely"
X Link @GraphCall 2025-10-06T16:01Z 9581 followers, XXX engagements

"Oops. scarcy for bonds raiders. not sticking around. The economy can weaken all it wants a rally of UST would be to be shorted after X weeks of credit crisis WITH HEAVY FISCAL DOMINANCE (then post crisis liquidation starts for quarters and quarters) BUT You show fiscal results + end of war Bonds raiders do this 👇"
X Link @GraphCall 2025-10-16T21:07Z 9588 followers, 2146 engagements

"🚨 BREAKING: Donaldogan has stopped a war between Disneyland and Universal Parks and Resorts"
X Link @GraphCall 2025-10-16T22:40Z 9588 followers, 1559 engagements

"1/20 PROVING THAT BITCOIN IS A LIQUIDITY DECOY WITH SIMPLE DIFF EQUATIONS. HODL on to your socks. (a bit technical) ALSO The Fed is semi-lying in fact about We would lose control of interest rates without IOR"
X Link @GraphCall 2025-10-15T21:33Z 9588 followers, 35.5K engagements

"Yes and JD Retail retails control 84%. It enables to get third party clients and increase scale something that would not be possible if JD Logistics weere to cater only to JD retail. This way external capital can pony up more money into Logistics and JD property (also boring business but asset heavy so Singapore wealth fund can fund it at low cost)"
X Link @GraphCall 2025-09-17T11:47Z 9540 followers, XXX engagements

"@silvamoon_ @Citrini7 Credit is the most potent source of liquidity for stocks. There are others M0 priting and fiscal bonds stuffing (fiscal dominance) but bonds stuffing can not prevent a credit problem it can actually make it worse. Like 1973 stocks in the funk YET with inflation so commos ramp"
X Link @GraphCall 2025-10-14T16:07Z 9584 followers, XXX engagements

"5/20 And in fact banks like Morgan Stanley receive a massive amount of earnings coming from the IORB and they get paid (we will explain who pays them the public in fact) not to lend in the real economy (which would accelerate velocity and inflation in fact). From Bill Morland @BankRegData: Cash is up 39%. If interest rates fall the profitability of banks will fall from that"
X Link @GraphCall 2025-10-15T21:33Z 9588 followers, 1180 engagements

"@KingKong9888 Basically what this abitrage is doing is similar to Rist saying to Montagu in 1927. Enuff of Sterling paper gimme the commodity ( Or what happened in the 1960s with rueff / De gaulle. ) and it ALWAYS results in a deval of the debtor country"
X Link @GraphCall 2025-10-11T14:10Z 9588 followers, 2228 engagements

"3/4 KRE gets the memo"
X Link @GraphCall 2025-10-09T19:34Z 9580 followers, XXX engagements

"4/6 But Hey Bessent says "Buy Stablecoin" despite the Pushback from the BIS. Maybe the BIS took the time to check if there were financial statements certified after 2023 and did not find those"
X Link @GraphCall 2025-10-09T21:26Z 9501 followers, XXX engagements

"1/2 Retirement age in Germany almost at life expectancy while at the same time "
X Link @GraphCall 2025-10-14T12:10Z 9586 followers, 2048 engagements

"2/2 In the capital markets psychiatric ward after Tricolor and Karmax ppl decide it's to buy more $CVNA at 100X pro-cyclical earnings level and 34X book. This is fun ☺"
X Link @GraphCall 2025-10-16T12:00Z 9588 followers, 1334 engagements

"2/7 The mine of "speculation" was heavily charged with garbage. (Juglar pre-condition) Now we have the detonator. Very difficult to re-reverse a reversed credit cycle"
X Link @GraphCall 2025-10-12T21:38Z 9582 followers, 1467 engagements

"Because people have problems with their car loans. So they are out of pump ammo"
X Link @GraphCall 2025-10-15T15:39Z 9588 followers, 2565 engagements

"1/2 ZANDI from Moody's is no newbie as he called the 2008 crisis. That's what he sees"
X Link @GraphCall 2025-10-07T11:13Z 9584 followers, 1165 engagements

"Been recommending ILUKA (large stash of heavy RRE accumulated for X decades - same grade as what is in China- Thorium pollution meant Rhone Poulenc had to stop refining the stuff from ILUKA back in the 1990s and outsource to Chinam so they piled up the by-product) and UMICORE (already refines minor metals -RRE) in stealth mode since April 2025. Some wake up at X am other at XX am 😁"
X Link @GraphCall 2025-10-13T11:53Z 9559 followers, 1040 engagements

"4/4 Nasdaq keeps on ramping but the securitization nasdaq got the memo"
X Link @GraphCall 2025-10-09T19:34Z 9584 followers, XXX engagements

"@SamanthaLaDuc XX% of Private Credit write their own NAV per BIS report 2024 without third party verification. And get paid on performance. In hedge fund business that would not fly a minute and would be called fraud you'd have to have a citco certification of NAV"
X Link @GraphCall 2025-10-11T19:58Z 9572 followers, 4856 engagements

"20/20 Now we are close to Halloween so we are going to disclose the current number: Data (from Federal Reserve H.4.1 as of Dec XX 2024): Currency in circulation (non-interest-bearing): $2330 billion (Source: FRED series CURRNS ) Reserve balances (interest-bearing earn IORB): $3250 billion (Source: FRED series WRESBAL ) Total M0 = Currency + Reserves = $2330B + $3250B = $5580 billion XX% is indeed extremely high by historical and emerging-market standards and in the Rodrguez quasi-fiscal framework it represents a structurally fragile and potentially dangerous configuration Told ya Halloween is"
X Link @GraphCall 2025-10-15T21:33Z 9588 followers, 1529 engagements

"@GT3HODL If You can't do differential equation not my fault. Satoshi paper is kindergarden bullshit"
X Link @GraphCall 2025-10-15T22:38Z 9571 followers, XX engagements

"No opposite LCOE solar and LCOS with grid forming battery way cheaper than nat gas check Fortescue check Mauritania Scotland LCOE wind half of gas. Offshoring still expensive but massive economies of scale. Check electrolyzer - Solar combo for smelting and refining Saudi Arabia. You're has-been"
X Link @GraphCall 2025-10-15T22:16Z 9583 followers, XXX engagements

"19/20 The denominator is X - and thats why the conclusion from Rodriguez finishes that way: if the portion of money bearing interest goes to unity hyperinflation"
X Link @GraphCall 2025-10-15T21:33Z 9588 followers, 1490 engagements

"@KingKong9888 @PVCharts_TA 😍🤖"
X Link @GraphCall 2025-09-17T11:28Z 9540 followers, XXX engagements

"@VolatilityVIX @SamanthaLaDuc The "ROW" is getting bigger and bigger. China could not have pulled that out in 2018. So had to do deval. Today Different tune. Basically in 2008 OECD was the dog with XX% of world GDP and the rest was the TAIL. Today Asia is the big dog. And OECD is the tail"
X Link @GraphCall 2025-10-14T19:32Z 9548 followers, XX engagements

"@ZeeContrarian1 Yup and you have now X consumer lending securitization businesses in a bear market (2 of them Fintech). One or two more Tricolor or First Brands bankruptcies. and it will be even more fun in the ABS market"
X Link @GraphCall 2025-10-01T09:09Z 9580 followers, 1074 engagements

"1/25 Can a push in a new tech prevent a credit correction in bad credit areas Maybe but there is a precedent in 1885"
X Link @GraphCall 2025-10-08T15:18Z 9573 followers, 11.2K engagements

"@robin_j_brooks External drain. No more "I recycle the USD acquired in trade into your UST""
X Link @GraphCall 2025-10-15T11:44Z 9588 followers, 1782 engagements

"1/2 A second ramp on Soft commodities given primary deficit and war should provide should choke further consumers and be a nice windfall on consumer lending securitization"
X Link @GraphCall 2025-10-10T14:17Z 9586 followers, 2006 engagements

"TRANSLATION: Country with massive trade surplus denominated in USD refuses to recyle them into UST b/c it has lots of sophisticated guns/ no US military base there and buys PMs instead. Evidently some exchanges DENOMINATED in USD (does not matter the location - LBMA) blow up"
X Link @GraphCall 2025-10-15T13:14Z 9587 followers, 5554 engagements

"@BenjaminNorton Bessent got his ass kicked in April this year and will get hos ass kicked once again"
X Link @GraphCall 2025-10-16T06:00Z 9588 followers, XXX engagements

"An external drain on a debtor creates higher commodities prices and higher rates . Consumers get pinched in the US visible on PEPSI results. 1- Inflation (read lower real income) 2- Expensive (same reading) 3- Bright side People might eat more veggies and less crap hopefully"
X Link @GraphCall 2025-10-09T11:32Z 9586 followers, 7909 engagements

"Securitization *SHORTS"
X Link @GraphCall 2025-10-10T14:43Z 9582 followers, XXX engagements

"1/2 BEAUTIFUL DAY YESTERDAY IN THE CONSUMER LENDING SECURITIZATION MARKET FOR SHORTS: EVERYONE DOWN DESPITE UP MARKET All securitization lending consumer ALLY - XXX% SoFI - XXXX% Upst -XXX% (but this one got beaten up a lot recently0 CVNA -XXXX% AFRM - XXXX% KMX -1.1%"
X Link @GraphCall 2025-10-09T10:54Z 9584 followers, 4886 engagements

"Trade War strategy summarized"
X Link @GraphCall 2025-10-14T23:55Z 9588 followers, 2809 engagements

"@TedinAngryMode Ah but please don't talk about taxing that. Just make wagers pay while getting nothing (put retirement age past life expectancy since we are there)"
X Link @GraphCall 2025-10-13T11:27Z 9502 followers, XX engagements

"@cherrygarciafan @AvrosPentos @HarryBuckles I am sure you can't even unerstand what a quasi fiscal deficit is and how a central bank can inccrease M0 (money) while its assets balance stay flat using negative Equity (that's what the fed is doing). You are untrained"
X Link @GraphCall 2025-10-14T23:47Z 9586 followers, XX engagements

"Not a stupid idea/ or war mongering idea from a EU leader"
X Link @GraphCall 2025-10-16T21:09Z 9588 followers, 1307 engagements

"@Max76484497 There are other SOFI accounting is a monstruousity. As soon as it breaks its MWA will push the dagger in it here. Explaining the entire fraud of "delinquencies" they report "modifications" Allowances to "delinquencies" Ratio it's going to be spicy"
X Link @GraphCall 2025-10-14T21:07Z 9586 followers, XX engagements

""Real question - is there a economic rationale for owning gold that doesnt apply to btc" Well it's the other way arouund. #Gold could ONLY acquire a monetary property BECAUSE it's primary use was jewelry even during the PM currency era. here is what the economists of that day would say: NO use as jewelry CAN NOT be used as money. And now for the lulz differential equation demonstrating that #BTC in fact is not a beg against teh dollar but in facct HELP the dollar. You fools"
X Link @GraphCall 2025-10-16T13:19Z 9588 followers, XX engagements