@BenjamDavies Avatar @BenjamDavies Ben Davies

Ben Davies posts on X about gold, silver, debt, this is the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

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Social Influence

Social category influence finance 50.78% currencies 10.94% countries 9.38% travel destinations 4.69% stocks 3.13% technology brands 2.34% social networks 2.34% cryptocurrencies 2.34% luxury brands 0.78% fashion brands 0.78%

Social topic influence gold 21.09%, silver #2532, debt #2267, this is 6.25%, ben #4041, $gold 5.47%, we are 5.47%, china 4.69%, metal 4.69%, market 4.69%

Top accounts mentioned or mentioned by @santiagoaufund @ttmygh @arsenalstu @samanthaladuc @lawrencelepard @lukegromen @ronstoeferle @biancoresearch @glintpay @ces921 @captainorlov @ericbalchunas @archerong1 @agape399 @theblaze @hugosavesg @clausvistesen @inartecarlodoss @ivtechnicals @greatmartis

Top assets mentioned Barrick Gold Corp. (GOLD) Bitcoin (BTC) Agnico Eagle Mines Ltd. (AEM) SPDR GOLD ETF (GLD) CME Group Inc (CME)

Top Social Posts

Top posts by engagements in the last [--] hours

"I have to say its a tricky one this week defines what if potentially. The fact that China banned more shorts led me to think that a squeeze up was in order of the 450t position could happen; though I couldnt really believe he didnt have some arb play on. Chinese like a mahjong gamble at best of time but they arent suicidal. Although makes me think of Mr Copper old Hamanaka back in the day when I began trading. Also as I can see metal is tight and EFPs flipped tight again loco London then the grind higher after the shut out down at $64 felt very clear. Here it reminds me of shorting NDX after"
X Link 2026-02-10T23:14Z [----] followers, [---] engagements

"Precious metals miners were telling a story last week. They were nowhere near as frenetic as gold and silver in those final days so Fridays move was probably the most interesting price action Ive seen since I first sat on a trading desk in [----] 🙂 For context: at Hinde Capital Mark Mahaffey and I ran the Hinde Gold Fund (20072015) before I went on to set up Glint Pay and then others. I dont run professional money anymore. But despite now running a healthtech business my life is still deeply embedded in trying to understand the system we all live in. So these arent recommendations just"
X Link 2026-01-31T12:50Z [----] followers, 114K engagements

"IMHO AEM under the foundations of Sean Boyd CEO prior is one of the better miners on IRR project basis. Even if one of the better its indicative of how the generalist street has no idea the value being created. Sure own EMs vs USA. Its merely a corollary of owing the metals mining industry. Concentrate a % of your portfolio across poly metallic miners to juniors. Cu Au Ag And add in a bit of yellow cake and potash. + strategic metals Lot of talk on Capital Allocation framework during the Agnico $AEM call. Heres the math on 2025: Cash Flow from Ops: $6.8B - Capex 35% - FCF 65% FCF: $4.4B -"
X Link 2026-02-14T18:16Z [----] followers, [----] engagements

"Between myself and Spoon over [--] years I believe I was responsible for selling close to 30pc of US treasury bonds to PBOC and CIC yes I Said it. I am out of the business. I sold calls on 10yr bonds for years out of London OTC. Its the single biggest reason why Spoon and I set up Hinde Capital. The Bretton Woods [--] regime was always unsustainable. Make no mistake the move in gold is the unwind of this system. The Great Reset 🚨 BREAKING CHINA DUMPED $638 BILLION IN US TREASURY HOLDINGS. NOW THEY HOLD ONLY $683 BILLION - THE LOWEST SINCE [----]. MEANWHILE CHINA'S GOLD RESERVES HAVE PUMPED FOR 15"
X Link 2026-02-14T18:27Z [----] followers, 22.1K engagements

"In [----] we wrote about the risks of the redemption process of $SLV and $GLD Which we ran at the FT. which led to some heat lets say A 19% NAV discount I suspect is a failure of metal delivery on redemption of baskets and bodes systemic risks as @biancoresearch insightful post suggests. @EricBalchunas hat-tip for chart. @ArsenalStu @RonStoeferle @SantiagoAuFund @ttmygh Yesterday's 19% discount to NAV broke the record set on 10/10/2008 the day the TARP was introduced during the Global Financial Crisis. Before Friday's collapse SLV had about $60 billion in assets. The chart above shows that the"
X Link 2026-01-31T22:44Z [----] followers, [----] engagements

"Anatomy of an $SLV delivery failure If the 19.33% discount is due to fails of metal delivery on redemption of baskets then there are systemic risks @biancoresearch and @EricBalchunas for flagging and alerting this risk. This is viable or non-negotiable risk I cant say which for sure. @ArsenalStu @ttmygh @SantiagoAuFund @LukeGromen @RonStoeferle Anatomy of a Delivery Failure $SLV 🧵 Back in [----] while running Hinde Capital we wrote in the FT about a structural risk embedded in precious-metal ETFs such as $SLV and $GLD. This was not a price call rather it was about what happens under stress"
X Link 2026-01-31T23:11Z [----] followers, 31.3K engagements

"The $SLV NAV discount is largely a timing mismatchLondon silver fix vs NY equity market close. So NAV itself is not evidence of a delivery failure. I had a strong sense of dj vu on this once someone mentioned it here. Back in [------] at Hinde we noticed similar discount not as deep as this and dug into the prospectus and realised there was no true arbitrageable moment due to timing mismatch. That did lead us to learn more of the risks associated with metal ownership. That said how delivery can fail (and where the structural risks sit) remains highly relevant and thats the point worth focusing"
X Link 2026-02-01T09:02Z [----] followers, [----] engagements

"@PeterLBrandt USD/INR is [-----] so c.$90 8263/91.69 is it not"
X Link 2026-02-01T22:21Z [----] followers, [----] engagements

"Game on Regime shift equilibrium on the weekly Meet you in the middle $gold"
X Link 2026-02-03T07:38Z [----] followers, [----] engagements

"Silver - slams are feature not a bug embrace anonymous Macro HF trader. 19% slam from high to low on Silver 4.5% for Gold Blatant washing to get participants out as cant get and cant deliver the rising calls for physical metal The support levels are very clear. $4800 XAU new floor dont want to see value created between $4600 and $4400 $73 XAG dont want to see value under $70 Happy Hunting understand the dynamics unfolding and manage your risk. Encroyable events unfolding here Meanwhile BTC silently slips away https://twitter.com/i/web/status/2019325653573656762"
X Link 2026-02-05T08:22Z [----] followers, 39.6K engagements

"$XAG $64 flush low felt as cathartic as the $121.49 rejection c. 50% retrace off highs done its job. [--]. Physical tightness hasnt gone away. Got worse [--]. Chinese mega-short now out there. [--]. Chinese ETF long trapped but specs largely washed out. [--]. Comex vs SHGE now both have credibility issues. [--]. Cash force-majeure risk on exchanges now part of the backdrop [--]. Value below $70 rejected fast. Likewise Gold [----] rejected fast. [--]. Market feels really sticky on dips now this early morning. [--]. Weak miner longs vomited yesterday Summary - clean-out largely done all round - We now know where youre"
X Link 2026-02-06T07:39Z [----] followers, 24.9K engagements

"Force-majeure - the afternoon tape After the flush the market turned sticky to buy I commented this morning. If you werent long first thing you werent going to get another shot From London AM onward gold & silver has just ground higher all day - no real dip no air pockets. Nothing so far. Almost eerie compared to the violence of last few days Tight ranges slow bid very contained grind up. All the weak longs who puked to create the flushShut out. Classic reset: specs washed.liquidity clearedmarket re-anchors higher. When a market wont give you a pullback after a clean-out that is the signal."
X Link 2026-02-06T17:54Z [----] followers, 13.7K engagements

"On CME Group exchanges including COMEX silver force majeure is defined broadly: any circumstance beyond the control of the parties that prevents delivery or prevents the exchange from determining final settlement under normal rules. The rulebook gives senior exchange leadership wide discretion. If they determine delivery or settlement cannot proceed as written they can impose whatever binding remedies they deem necessary and notify the CFTC after the fact. I write this as they distinct it in the rulebook from default. A delivery failure by a clearing member is treated as a participant"
X Link 2026-02-09T22:35Z [----] followers, [--] engagements

"Yes correct though this is the issue now metal is flowing to where it is needed unfortunately when London silver was tight prior [----] if flowed back from China now geopolitics and demand around solar EV etc means inventories significantly down so availability is constrained everywhere. This is the issue people are rightly flagging. https://twitter.com/i/web/status/2021168431681225016 https://twitter.com/i/web/status/2021168431681225016"
X Link 2026-02-10T10:24Z [----] followers, [--] engagements

"$SLV Volatility has gone eerily quiet ATRa crushed and low volume. Little air-pocket drops instantly bid. Though the market looks calm only because were comparing it to the violence of the past few weeks. Shanghai the worlds key physical exchange for metals Id say at the moment goes dark for a week for Lunar New Year. One of the main oxygen feeds to the global silver and gold markets is temporarily offline. Its almost like a scene out of the film - Backdraft. The moment in the burning room when the fire suddenly pulls back oxygen gets sucked out A vacuum so feels like that now and we all know"
X Link 2026-02-10T22:10Z [----] followers, 16.3K engagements

"$Gold brace for next move. Needs to break-up fast or its a retest of recent lows on the cards - all while heading into the Lunar CNY where SGE gold inventories have piled high"
X Link 2026-02-11T06:46Z [----] followers, [----] engagements

"@archerong1 My father has a pHD my best friend does and they still couldnt spell gold. Whats his role 😁 dr of And does he work in the industry may I ask in China"
X Link 2026-02-11T06:47Z [----] followers, [--] engagements

"$5100 XAU $gold needs to breach here and build value up to $5236 $Gold brace for next move. Needs to break-up fast or its a retest of recent lows on the cards - all while heading into the Lunar CNY where SGE gold inventories have piled high. https://t.co/F7sYIKSpTO $Gold brace for next move. Needs to break-up fast or its a retest of recent lows on the cards - all while heading into the Lunar CNY where SGE gold inventories have piled high. https://t.co/F7sYIKSpTO"
X Link 2026-02-11T10:51Z [----] followers, [----] engagements

"Will metal drivers overcome macro fundamentals This morning critical initial rejection through the [----] level gold at [----] high. And Silver dropped back to break out level support level in sympathy. Gold - Instant tail responsive buying and rebuilding above 5050/70 gold encouraging for recapture of critical [----] level Silver - again instant tail responsive buying and rebuilding value above $84.50 points to reclaiming $90 handle Keep laser focus on comex inventories MCX and SHFE silver inventories into Lunar CNY. Metal fundamentals for now overthrowing short term laggy employment data which"
X Link 2026-02-11T14:15Z [----] followers, [----] engagements

"Conceit. Watch the Anthropic ceo podcast latest and the over under on missing cap ex in [--] yr is close to 500bn to [--] tln if exponential AI doesnt diffuse to real world economics of annualized 10x for at Anthropic. There is something nauseatingly smug about these supercilious people. Aka. https://twitter.com/i/web/status/2022762642155110655 https://twitter.com/i/web/status/2022762642155110655"
X Link 2026-02-14T19:59Z [----] followers, [---] engagements

"@CryptosR_Us Total horseshit"
X Link 2026-02-14T20:04Z [----] followers, [---] engagements

"Dario Amodei recently said We are near the end of the exponential. via @YouTube That Dwarkesh Patel interview alongside the three-hour conversation with Musk is probably the most revealing window yet into the heart of the AI build. Together they lay bare the capex versus revenue race and just how easily even the leading companies could extinguish themselves by mis-forecasting data-centre build against forward demand. If infrastructure lags growth by even a short window the compounding math can unravel frighteningly quickly. It is quite surreal listening to both of them. They are equally"
X Link 2026-02-15T17:52Z [----] followers, [---] engagements

"This is the part that receives the least attention. We analyse capex chips data centres model performance. We debate regulation and safety.l But we rarely examine the psychological environment of the people steering organisations whose revenues may soon exceed the GDP of large nations. Power has always had a distorting effect. Extreme wealth does too. Now were seeing both arrive simultaneously at unprecedented speed in a single industry. It raises an uncomfortable but necessary question. When numbers reach the scale of trillions and growth itself becomes an existential imperative how does any"
X Link 2026-02-15T17:52Z [----] followers, [---] engagements

"Silver has had COMEX about to default calls for decades. For decades markets have periodically declared that the silver exchange system is about to fail. Usually the pattern is familiar http://x.com/i/article/2020612291885228032 http://x.com/i/article/2020612291885228032"
X Link 2026-02-08T22:49Z [----] followers, 16.7K engagements

"MSTR says it can always roll its debt. I remember when LTCM thought funding would always be there When I hear the argument that a structure can always be refinanced or rolled my mind goes straight back to [----] and LTCM. Long-Term Capital Management - the most famous hedge fund blow-up of the modern era. Brilliant people Nobel laureates low-risk arbitrage and extreme leverage. 2.Their core assumption - Funding would always be available long enough for spreads to converge If you can keep rolling the financing time solves everything. At expiry the arbitrage flattens. Risk-free. Sound vaguely"
X Link 2026-02-14T13:03Z [----] followers, [----] engagements

"Battle royale overnight from Asia into London open in $gold and $silver. Twice we saw flash stop-outs in silver below $74. First flush to $73.08 second to $72.76. That felt like forced long liquidation more than genuine selling. On the 4-hour there is now a short-term positive divergence building. Worth noting. Gold meanwhile puked to $4852 alongside the silver low. Classic cross-metal washout. Key level: silver needs to stay above $70. But equally it does not look comfortable building value below $73. That range matters. COMEX SIH6 structure still tight relative to open interest. Rolling has"
X Link 2026-02-17T06:24Z [----] followers, 10.2K engagements

"A true gent and genuine soul myself and Mel when @glint had the great privilege of being interviewed by him - my best to @realKrisCruz who I met that same day and dropped us off at the airport. It was a joyous two days @theblaze my thoughts are with you all. MoJo [---] mourns the loss of a great friend and mentor Michael "Doc" Thompson. Rest in peace brother. #DocThompson #MoJo50Radio #WhatILearnedToday https://t.co/NezsoF2MvR MoJo [---] mourns the loss of a great friend and mentor Michael "Doc" Thompson. Rest in peace brother. #DocThompson #MoJo50Radio #WhatILearnedToday https://t.co/NezsoF2MvR"
X Link 2019-02-06T14:04Z [----] followers, [--] engagements

"Come on Team Nipegegi. You are [--] days ahead of the World Record. Weather willing with your tenacity you are going to build a formidable new baseline for aspiring sailors around GB @AinslieBen @INEOSTEAMUK Midnight sun ahead of the Pentland Firth Tidal Race last night .boys ran it at 5am this morn now just passing Thurso.light easterly spinnaker up time to catch up on sleepHALF WAY lets here it for Nipe 🙌🏻 #fiao @rnli @sascampaigns Please support https://t.co/He8svxaXmU https://t.co/5peOhqv099 Midnight sun ahead of the Pentland Firth Tidal Race last night .boys ran it at 5am this morn now"
X Link 2019-06-23T10:40Z [----] followers, [--] engagements

"XAG held $24.60 zone on close last week easily et has done nothing wrong since. Already climbing into [--] to [--] zone. Expect chop at $31/32 [----] breakdown pt watch for responsive selling. Though $35 to $36 target along with continued grind in US stocks @ttmygh @SantiagoAuFund"
X Link 2020-08-18T07:41Z [----] followers, [--] engagements

"@RonStoeferle @MarkValek the boys are back in townbest macro gold read in market reflecting reality.#gold #silver #macro @HugoSaveSG In Gold We Trust report [----] #Trailer Sign up here to get a copy as soon as it comes out: https://t.co/rW1BupJK8t #IGWT #IGWT2022 #gold @MarkValek @RonStoeferle https://t.co/D0TzGgwZ7F In Gold We Trust report [----] #Trailer Sign up here to get a copy as soon as it comes out: https://t.co/rW1BupJK8t #IGWT #IGWT2022 #gold @MarkValek @RonStoeferle https://t.co/D0TzGgwZ7F"
X Link 2022-05-31T03:57Z [----] followers, [--] engagements

"If want to follow anyone #fintwits who knows his onions former trader and Co-founder Variant Perception acclaimed macro research company - Simon White Macro Strategist Bloomberg. @SantiagoAuFund @ttmygh @RonStoeferle @ArsenalStu If rates rise as projected UK mortgage repayments are poised to jump to the levels of the financial crisis https://t.co/WbceELEdnB If rates rise as projected UK mortgage repayments are poised to jump to the levels of the financial crisis https://t.co/WbceELEdnB"
X Link 2022-10-03T14:51Z [----] followers, [--] engagements

"Govts will win this friction as they provide what electorates want which is protecting them from energy climate and providing security from geopolitical risks"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Govt Credit guarantees have sprung up with Banks across G7 eg energy credit lines Germany UK France etc anywhere from [--] to 100pc of all new private sector bank loans are now guaranteed by the State"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"If you are a banker and you know the State guarantees your loans you will lend into a recession. This is counterintuitive as usually private bank credit shrinks as bankers fear NPL and defaults. Rational economics"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"In Short money and credit creation is now controlled by State pulling these once CB and Bank levers"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"As per my writings at Hinde Capital Nominal GDP growth is essential to pay down this growing contingent liabilities (note the State is making guarantees not adding explicitly to the issuance of debt)"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Economies will run Nominal GDP will be [--] to [--] pc higher than inflation rates of [--] to 7pc; this is a repeat of post WWII years"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Private sector is thus being financial repressed with more regulatory capture invoked to ensure domestic money remains in country"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"In a new era of isolationism and protectionism ie reversal of globalisation this will be considered essential political economic doctrine to help fund domestic economies without overseas investment"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Watch the State direct Cresit to infrastructure including tech and science projects to drive employment"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Financial repression will continue to support debt issuers and Wages will rise which is great for our children but terrible for savers and pensioners"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Note: no one has been talking about the collapse of [--] [--] pension funds - down [--] to 30pc on averagethese cant be made whole"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Domestic reindustrialisation and innovation is happening now via state sponsored grants and credit guarantees; this will grow"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"I sincerely hope that technological innovation will offset the later stagflationary fall out [--] to [--] yrs down the lineie collapsing unemployment and high cost levels"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"We must look at pre to post WW2 era to understand our new global political economy and how we direct our investments"
X Link 2022-10-15T12:47Z [----] followers, [--] engagements

"Part II Pressure Release - Setting the scene Part I made one thing clear to my mind commodity exchanges almost never default in the way the internet imagines. There is no bell no formal admission http://x.com/i/article/2021328058100158464 http://x.com/i/article/2021328058100158464"
X Link 2026-02-10T21:34Z [----] followers, [----] engagements

"Renminbi has fastest reversal since [----]. China is unraveling. All eyes on China.@TheBubbleBubble"
X Link 2014-02-25T09:30Z [----] followers, [--] engagements

"Delighted to be sharing the launch of Glint. Looking forward to engaging with clients https://hubs.ly/H09fMHF0 https://hubs.ly/H09fMHF0"
X Link 2017-11-22T14:34Z [----] followers, [--] engagements

"This is why we are reintroducing gold as money @Glintpay https://x.com/TuurDemeester/status/933538827351797760 When the Yen was born in [----] it was [--] grams of silver or [---] grams of gold. Now it's a [--] gram aluminum coin so light it doesn't even break water tension. https://t.co/vmAxYqJCod https://x.com/TuurDemeester/status/933538827351797760 When the Yen was born in [----] it was [--] grams of silver or [---] grams of gold. Now it's a [--] gram aluminum coin so light it doesn't even break water tension. https://t.co/vmAxYqJCod"
X Link 2017-11-23T11:48Z [----] followers, [--] engagements

"CME #BTC RealTime index futures cash deliverable. Isnt that an oxymoron Financial Institutions can now control BTC through this derivative exchange. 10000s of contracts not settled in the underlying destroys the 21m BTC supply stability.Bad route for BTC imho"
X Link 2017-11-25T13:25Z [----] followers, [--] engagements

"Fascinating as all this #Cryptocurrency mania is lets re-focus on what really matters - a viable solution to a failing monetary payment system which has seen gross income and capital redistribution away from the many to too few. We need a fairer form of money. @Glintpay"
X Link 2017-12-22T05:06Z [----] followers, [--] engagements

"#glint paying for Taxi at POS with Gold in Vancouver @Glintpay @ttmygh"
X Link 2018-02-03T05:14Z [----] followers, [--] engagements

"I travelled to the USA to speak to @DocThompsonShow of @theblaze last month. Here I explain @Glintpay and how users can spend physical #gold anywhere in the world http://bit.ly/2sQ1ULm http://bit.ly/2sQ1ULm"
X Link 2018-02-24T11:01Z [----] followers, [--] engagements

"XAU held above $1920 close last week/ bounced off early this week. Dips were short lived at [----] zone as market has seen healthy concerted buying response over the week to steadily rise to $2000. $2015/20 should see some selling - last weeks breakdown pt @ttmygh @SantiagoAuFund"
X Link 2020-08-18T07:37Z [----] followers, [--] engagements

"Silver (XAG) the market has been balancing the distribution $24.20 to [-----]. Healthy bull mkt is now balancing: Fair value volume longest price line to above $26. Mkt will start a new unbalanced market above $30/$31; projects rapid rise to $40 @SantiagoAuFund @ttmygh"
X Link 2021-05-08T09:59Z [----] followers, [--] engagements

"Nickel +70pc so much for Decarbonisation @RonStoeferle @SantiagoAuFund"
X Link 2022-03-07T17:31Z [----] followers, [--] engagements

"Rates in UK are going to have an ERM moment and hit 10pc plus in total failure of rates mkt.@ArsenalStu I know you left view @LawrenceLepard @SantiagoAuFund @ClausVistesen @ttmygh"
X Link 2022-09-06T16:38Z [----] followers, [--] engagements

"Denial as well as cognitive dissonance abounds at moment. FED raised rates from 1pc to 5pc from mid [----] to [----] (500pc) in controlled manner and the world imploded.UK rates climbed 300pc in [--] weeks@SantiagoAuFund best call on USD in history my friend"
X Link 2022-09-26T16:16Z [----] followers, [--] engagements

"BoE behaviour today - gold crash off table now - be long calls very inexpensive vol. John Law would be proud today. GBP sterling sacrificed today [----] on cable coming @SantiagoAuFund"
X Link 2022-09-28T14:26Z [----] followers, [--] engagements

"Watching the dynamic between G7 govts and their Central Banks - its analogous to slamming on the brake while pumping the accelerator"
X Link 2022-10-15T12:46Z [----] followers, [---] engagements

"At Hinde Capital we analysed the UK [----] economic history and financial balance sheet as presented in our Eyes Wide Shut I and II series; our conclusion. In red highlight we would rephrase this as We are saying its an eventuality not a reality now"
X Link 2022-10-15T18:19Z [----] followers, [--] engagements

"At @HugosaveSG I have a Slack channel called Hugo Muppets and Im known as Chief Muppet much to my teams humour; so I feel imminently qualified to troll my great nations leaders.@SantiagoAuFund @ArsenalStu #nottakingitallseriously"
X Link 2022-10-17T20:18Z [----] followers, [--] engagements

"Good old days for Hedge Fund Managers. Run [--] and [--] fund - park 80pc in 6mo Bills - lever the f@@k out of the 20pc and pretend the risk free rate isnt a thing :) We are now at the level where investment committees can seriously considering parking their funds in short to medium term USTs and the resulting yield would be viewed as competitive with potential equity returns. And they can do so without fear of being accused of taking on too We are now at the level where investment committees can seriously considering parking their funds in short to medium term USTs and the resulting yield would"
X Link 2023-02-15T15:36Z [----] followers, 18.5K engagements

"The Bank Quickening is here. Also applies to Banks https://t.co/iONj26Fm2s Also applies to Banks https://t.co/iONj26Fm2s"
X Link 2023-03-11T13:01Z [----] followers, 16.9K engagements

"#FinTwit @SamanthaLaDuc @SantiagoAuFund @ttmygh @ArsenalStu @LawrenceLepard @biancoresearch What is the Feds next rate move Hike 50bps Hike 25bps Cut 25bps or 50bps Neutral Pause Hike 50bps Hike 25bps Cut 25bps or 50bps Neutral Pause"
X Link 2023-03-12T13:39Z [----] followers, 26K engagements

"#FinTwitt @SantiagoAuFund @ttmygh @LawrenceLepard @SamanthaLaDuc @ArsenalStu Market Malfunction risk is growing We are at a Trust Nexus Trust is eroding. Going Going Gone"
X Link 2023-03-18T10:18Z [----] followers, 47.3K engagements

"1. [----] GFC served as a great education for the masses as to how our govts monetary and fiscal system work. [--]. [----] the relief our authorities saved us was palpable. There was trust and belief that authorities knew what they were doing"
X Link 2023-03-18T10:18Z [----] followers, [----] engagements

"3. [----] EU debt crisis whatever it takes phew we were saved again. So smart are our technocrats though not quite sure how we pay all this post all the [----] cheques written Say the people"
X Link 2023-03-18T10:18Z [----] followers, [----] engagements

"4. [----] Chinese stock mkt collapse Zhongguo meng phew PBOC steps in we were saved again. Ah its China command economy they can do what they like. [--]. [----] Pandemic Crisis oh oh WTF - global CBs and govts throw kitchen sink phew we were saved"
X Link 2023-03-18T10:18Z [----] followers, [----] engagements

"Every big save has been met with the populace questioning more and more: [--]. Our Leadership [--]. How do we pay for these trillions People have gone from unaware to highly educated on our monetary and financial system People know this no longer a glitsch in the system"
X Link 2023-03-18T10:19Z [----] followers, [----] engagements

"There is a growing understanding our institutional and financial infrastructure is failing People now fully understand that actually no one in authority understands There is no backstop for a government-bond capitalised financial system. Any solutions are a charade"
X Link 2023-03-18T10:19Z [----] followers, [----] engagements

"At this point our faith-based monetary and financial system has been shown to be an illusion a mirage And while I dont want to be the Siren 🚨 call with deglobalisation and protectionism in full swing Its Everyone for themselves central banks countries and people"
X Link 2023-03-18T10:19Z [----] followers, [----] engagements

"No Trust is biggest fear"
X Link 2023-03-18T10:19Z [----] followers, 14.6K engagements

"'Trust Truth & Choices' - Superlative Video *@ttmygh Grant Williams very kindly allowed me to share his Aug [--] speech & presentation in follow-up to my own: The Emperor's New Clothes Encapsulates beautifully our reality I don't have enough superlatives. Enjoy. #FinTwitt #FinTwitTalks @SantiagoAuFund @LukeGromen @LawrenceLepard @SamanthaLaDuc https://bit.ly/empnewclothes No Trust is biggest fear https://bit.ly/empnewclothes No Trust is biggest fear"
X Link 2023-03-18T12:31Z [----] followers, 70.5K engagements

"#fintwits @SantiagoAuFund @LawrenceLepard @ttmygh at his best. Prescient and seminal. A must watch 'Trust Truth & Choices' - Superlative Video *@ttmygh Grant Williams very kindly allowed me to share his Aug [--] speech & presentation in follow-up to my own: The Emperor's New Clothes https://t.co/AAhIxivAkC Encapsulates beautifully our reality I don't have enough 'Trust Truth & Choices' - Superlative Video *@ttmygh Grant Williams very kindly allowed me to share his Aug [--] speech & presentation in follow-up to my own: The Emperor's New Clothes https://t.co/AAhIxivAkC Encapsulates beautifully our"
X Link 2023-03-18T20:06Z [----] followers, 22.8K engagements

"Even COCO Chanel is in danger of being wiped out now before equity all bond holders scurrying to check that CET1 clause in the COCO prospectus they never read @hendry_hugh @SantiagoAuFund @ttmygh"
X Link 2023-03-19T21:05Z [----] followers, 18.4K engagements

"CS UBS merger (coerced SNB FINMA Swiss Finance Ministry bailout or in) creates more problems that it solves. Contagion risk just got worse [--]. 70pc shareholder haircut enforced by emergency legislative change giving shareholders equal rights but no vote on the deal. [--]. Additional Tier [--] Aka Cocos wiped out CET1 ratio clause in prospectus (read fine print) likely breached if not then lawsuit coming as should have been converted to equity and treated equally (badly) as the other shareholders (Corp governance changed overnight as rule of law ripped up) if yes the clause was there [--]. Every"
X Link 2023-03-19T21:42Z [----] followers, 60.4K engagements

"Im just waiting for the Ban on short selling on everything except gold @ArsenalStu @LawrenceLepard @SantiagoAuFund"
X Link 2023-03-19T21:52Z [----] followers, [----] engagements

"@SantiagoAuFund Crucial crucial point. Its like a black hole sucking in all the liquidity and solvency - this is not inflationary this is trying to keep the balloon pumped up"
X Link 2023-03-19T23:01Z [----] followers, 16.6K engagements

"Phew we are saved RBA ASSISTANT GOV KENT: THE GLOBAL BANKING SYSTEM IS MUCH STRONGER THAN IT WAS TEN YEARS AGO. RBA ASSISTANT GOV KENT: THE GLOBAL BANKING SYSTEM IS MUCH STRONGER THAN IT WAS TEN YEARS AGO"
X Link 2023-03-20T01:12Z [----] followers, [----] engagements

"Wonder what this chart going to look like in a few days time @ArsenalStu @SantiagoAuFund @LawrenceLepard @SamanthaLaDuc"
X Link 2023-03-20T08:33Z [----] followers, [----] engagements

"BaFin who protected the Wirecard Bank Fraud which every entrepreneur in the e-money payments world knew about in [----]. Banned all short players on the stock and called out honest investigative journalists Phew.we are saved. @ClausVistesen @ttmygh GERMANY'S FINANCIAL SYSTEM CONTINUES TO BE STABLE AND ROBUST - BAFIN. GERMANY'S FINANCIAL SYSTEM CONTINUES TO BE STABLE AND ROBUST - BAFIN"
X Link 2023-03-20T09:16Z [----] followers, [----] engagements

"Hubris BANK OF FRANCE HEAD AND ECB'S VILLEROY TELLS LE MONDE: THE REGULATION OF FRENCH AND EUROPEAN BANKS IS BETTER THAN THAT IN THE UNITED STATES. BANK OF FRANCE HEAD AND ECB'S VILLEROY TELLS LE MONDE: THE REGULATION OF FRENCH AND EUROPEAN BANKS IS BETTER THAN THAT IN THE UNITED STATES"
X Link 2023-03-20T12:30Z [----] followers, [---] engagements

"UK inflation is a shocka 10.4pc BoE going to break the Banks L M23 down 20bps on Open #Doomloop 🔂 Real Estate - CRE next shoes 👞 to drop"
X Link 2023-03-22T07:36Z [----] followers, [----] engagements

"Today - Jay Powell - accurately explained why BTFP is not QE. #fintwit There is far too much inaccurate chat about Fed balance sheet QE and inflation risks. Plus USD liquidity swaps if tapped plug dollar asset deleveraging. The Swaps are filling the vortex of sucking demand for dollars Plus + its important for investors to understand how RRP reserves and Treasury General Account work alongside Fed asset purchases and sales and treasury issuance which may or may not be used to sterilize liquidity or not. It takes some effort to map it out but these are crucial dynamics which impact Market"
X Link 2023-03-22T22:39Z [----] followers, 56.1K engagements

"#fintwit community BTFP is not QE it's a lending facility akin to Discount Window Reverse Repos* have 'neutered' the liquidity effects .and it is not Inflationary. * As 96% of Reverse Repos are MMF parking excess funds at the FED** then when those RRP unwind they don't increase liquidity in the economy but rather go back to MMF savings Fed limits RRP per MMF GSE ** Fed pays them an implied interest rate via the buy/sell of securities in a Repo / Reverse Repo agreement Goto Federal Reserve website to read more on RRPs Check-out time at the Fed Fed B/S Mar [--] - [----] tn Mar [--] - [----] tn Mar [--] -"
X Link 2023-03-28T17:31Z [----] followers, 11.1K engagements

"This is not necessarily causal relationship. Liquidity is not going into equities. Its being drained by credit fall out and zero-interest bearing deposits are flooding into MMF with excess parked at Fed via RRP facility. The impact of balance sheet rising is neutered by RRP. overall b/s came down $ 228bn a little since [--] March update end of week https://twitter.com/benjamdavies/status/1640768531057836044s=46&t=u1rFcafMmvDrbrwa6XbwCw #fintwit community BTFP is not QE it's a lending facility akin to Discount Window Reverse Repos* have 'neutered' the liquidity effects .and it is not"
X Link 2023-03-30T10:54Z [----] followers, [----] engagements

"Its called no liquidity. Sorry thats a cop out answer. Think through it. causality here is misconceived. Expanding balance sheets - do not lead to liquidity inducing higher stock prices in a dire liquidity event like this. Go through the mechanism of Fed balance sheet and look at the data. #Check out price action [----] / [--]. Check out Japan FAS156 accounting rules saved the bank balance sheets and markets when we shifted from M2M (AFS) to HTM; oh the irony"
X Link 2023-03-30T12:03Z [----] followers, [---] engagements

"The US$ 3mo-10yr yield curve is flatter now than before the Regional Bank 'hiatus'. Mark on the chart when the next recession will be and how long There is a 'dull' clue on the chart. #spx #ndx earnings coming. @LawrenceLepard @SamanthaLaDuc @SantiagoAuFund @ArsenalStu @ttmygh #fintwit"
X Link 2023-04-03T05:50Z [----] followers, 10.2K engagements

"There is something hugely ironic about this statement.@SantiagoAuFund @LawrenceLepard @ArsenalStu CREDIT SUISSE SEES AN 80% CHANCE OF A US RECESSION OVER THE NEXT [--] MONTHS VS THE EARLIER PROJECTION OF 60% BY Q1 [----]. CREDIT SUISSE SEES AN 80% CHANCE OF A US RECESSION OVER THE NEXT [--] MONTHS VS THE EARLIER PROJECTION OF 60% BY Q1 2024"
X Link 2023-04-14T10:27Z [----] followers, 28.7K engagements

"Mama Davies is the best gold trader in the world. [--] years old. Last night I get the call. "Ben son Gold in sterling has done rather well I would like to cash out my Physical ETFs and put in money in an MMF. Thank you". Promptly hangs up. Loves to pick a top moral of the story 'don't fight the Mum'. She has been hired to the payroll. 😜😜 @SantiagoAuFund @SamanthaLaDuc @RonStoeferle"
X Link 2023-04-14T13:03Z [----] followers, 55.1K engagements

"@MB91991091 Funny thing its so true. She doesnt look at account for months at a timeshe just asked me to sell some GBP for USDyou cant make it up. The hanging up is years of me hanging up abruptly from trading desk as a rude young pup :)"
X Link 2023-04-14T14:35Z [----] followers, [----] engagements

"MAMA Davies just called to say: Darling can you switch some GBP into my USD account- I kinda like the cut of that @SantiagoAuFund milkshake jib Cant make this up First bit true ok second part tad of an embellishment Ill send her your Twitter handle Santi"
X Link 2023-04-14T14:43Z [----] followers, [----] engagements

"$Gold and $Silv WARNING WARNING - Bearish Engulfing reversals - Sentiment is red hot - Divergent Momentum failure - Risk reversals signal top - DXY divergent reversal - Financial Conditions tightening - World not quite ending yet - Mama Davies calling a top 'Don't Fight Mum'"
X Link 2023-04-14T16:09Z [----] followers, 28.5K engagements

"READ the most important central banker speech certainly I have read in 30yrs in financial markets. - A [----] Bretton Woods I moment. - A tacit acknowledgment that our global order of running large global account imbalances is failing. - 'Fragmentation' happens 'Gradually and then Suddenly'. - Reads 'Stability breeds Instability'. - BW III a commodity-based system is forming. @ttmygh @LawrenceLepard @ArsenalStu @ces921 @SamanthaLaDuc @SantiagoAuFund @RonStoeferle https://www.ecb.europa.eu/press/key/date/2023/html/ecb.sp2304179f8d34fbd6.en.html"
X Link 2023-04-18T11:05Z [----] followers, 69.2K engagements

"@INArteCarloDoss Italy got best pasta and gelato 🍨"
X Link 2023-04-21T16:48Z [----] followers, [----] engagements

"$DXY looks cheap in the scenario we find ourselves in which is: Collision of Regional bank failures and Debt ceiling tripping over each other in self-reinforcing feedback mechanism @SamanthaLaDuc @SantiagoAuFund @LawrenceLepard @ces921"
X Link 2023-05-02T16:23Z [----] followers, 64.2K engagements

"@LukeGromen @SantiagoAuFund @nwtSwaps4CL @ces921 @SamanthaLaDuc @LawrenceLepard Ever watched Blackadder I have a cunning plan mlord You want to be prepping ahead of time. Not floundering for your Amex card Your welcome at my bunker any time. Heres hoping live sports still being streamed"
X Link 2023-05-02T18:04Z [----] followers, [----] engagements

"Canary in the $GOLD mine"
X Link 2023-05-03T22:01Z [----] followers, 16.8K engagements

"Incredible as sounds for X-gold fund manager I am still of mode we get $1870 before $2100. Disclaimer: I own downside Fake-out @LawrenceLepard @SantiagoAuFund Unleash the Krakens or did they get loose last night slamming back $gold Canary in the $GOLD mine https://t.co/O9dOPey1uP Canary in the $GOLD mine https://t.co/O9dOPey1uP"
X Link 2023-05-04T07:57Z [----] followers, 16.1K engagements

"@INArteCarloDoss Who is George Noble"
X Link 2023-05-04T18:30Z [----] followers, 39.2K engagements

"Short-Selling Bank Stocks - the true efficacy In [----] U.S. regulators banned short-selling of financial stocks fearing the practice was helping to drive the steep drop in stock prices during the crisis. In [----] NYFED published paper that debunked this http://ideanyfed.org/3pf00kU http://ideanyfed.org/3pf00kU"
X Link 2023-05-05T08:52Z [----] followers, 18.5K engagements

"God Save the Bank of England 🤡 God Save The King God Save The King"
X Link 2023-05-06T14:26Z [----] followers, [----] engagements

"1 Billion INR [---] Crores is c.USD12m. Just sayin'. @SantiagoAuFund @LukeGromen Dedollarisation is gonna take a while. https://t.co/m6K0owiS9w Dedollarisation is gonna take a while. https://t.co/m6K0owiS9w"
X Link 2023-05-07T06:50Z [----] followers, 39.9K engagements

"Lest we forget. 8th May [----] VE VJ Day"
X Link 2023-05-08T08:40Z [----] followers, [---] engagements

"Why [----] US Debt Ceiling is an issue A Brief History of Time - US Debt Singularity: - Debt Ceil. created by Congress [----] Second Liberty Bond Act $11.5bn limit - Sets the maximum amt of outstanding federal debt the US Govt incurs - follow thread👇"
X Link 2023-05-09T13:35Z [----] followers, 76.7K engagements

"b. Treasury decides when and who gets paid thereafter Settlement occurs on time Part II - Macro-mkt implications as asked a lot why this debt ceiling is more problematic. @SantiagoAuFund @ttmygh @SamanthaLaDuc @LukeGromen https://www.federalreserve.gov/monetarypolicy/files/FOMC20110801confcall.pdf https://www.federalreserve.gov/monetarypolicy/files/FOMC20110801confcall.pdf"
X Link 2023-05-09T13:35Z [----] followers, [----] engagements

"Why the [----] Debt Ceiling is an issue 🧵Benjam's Macro & Market scenarios: - CEA aka White house economics propaganda machine - Moody's Chief Economist speech to Senate - Moody's Debt ceiling pitch https://bit.ly/3HZDwuK https://bit.ly/3pqvrsS https://bit.ly/3MdqEDP https://bit.ly/3HZDwuK https://bit.ly/3pqvrsS https://bit.ly/3MdqEDP"
X Link 2023-05-10T14:21Z [----] followers, 15K engagements

"Long-term macro view - My Backdrop is we are playing out the two-decade-long fallout of BWII BoP imbalances. - This means the US hegemony is being challenged but does not mean US$ demise now. All macrocharts = @VrntPerception"
X Link 2023-05-10T14:21Z [----] followers, [----] engagements

"You said that about me. Then you met me You are so fickle. @SantiagoAuFund One of the smartest guys I have ever met. One of the smartest guys I have ever met"
X Link 2023-05-31T12:52Z [----] followers, [----] engagements

"Watching UK rates GBP ccy dynamic IR differential buying GBP Solvency sovereign credibility issue will be back on table. You cant save bonds and ccy One will die"
X Link 2023-06-19T15:00Z [----] followers, [----] engagements

"Quietly pondering these: [--]. Can DXY strengthen while CNH/USD does (hint EUR is c.60% DXY) [--]. What does EUR do in debt deleveraging in the EU [--]. Can USDJPY fall to [---] - [---] [--]. Is YCC flexibility of 1% JGB10Y irrelevant in a world where FFR is 5% and US10YR 4% 5a. + b. Are US10YR rates at risk of fiscal incontinence Can rates hit 5% b4 3% US10YR"
X Link 2023-07-29T09:14Z [----] followers, [----] engagements

"I was pondering USDJPY [---] this weekend because I can't help but feel BoJ has made a serious policy communication error which could lead to Yen collapse and JGB rate pressure. The Yen reaction Friday cross currency was a series of violent reversals and I am not sure if this is a multi-day unwind or bigger but even if a stronger Yen has been signalled it's not having the desired impact. These are powerful moves in Yen; it feels like the market is about to get unruly and maybe even a tear in the fabric of global markets is underway which will lead to a wider rupture. I am flat portfolio risk"
X Link 2023-07-31T09:40Z [----] followers, [----] engagements

"Food for thought X-twitter amigos. @iv_technicals @ttmygh"
X Link 2023-07-31T17:04Z [----] followers, 14.4K engagements

"Two gold macro driven charts by the VP team I rabidly debate with them. [--]. LHS chart Bearish [--]. RHS chart Bullish Would love your observations - debate. Some of you have touched on elements of real rates vs gold. @RonStoeferle @LawrenceLepard @SamanthaLaDuc @ArsenalStu @SantiagoAuFund @JanGold_ @GraphFinancials @CaptainOrlov and others"
X Link 2023-08-03T07:11Z [----] followers, 11.2K engagements

"Observations on Gold [--]. Gold right now at [----] is at inflection point. 🏅 [--]. Long end rates and YCC developments imply gold should be much lower. The charts we model suggest it. [--]. But I have been trading gold enough over years to observe gold price action has been unusual this past year. - Gold typically grinds up over months and collapses like a stone dropped into the elevator shaft. - Now the opposite has been happening. - The market rips on the up and grinds down in the main at a time when all macro fundamentals indicate it should be lower and plunging. So what gives A broken model A"
X Link 2023-08-03T10:16Z [----] followers, [----] engagements

"TLTs - stands for TitiLlaTing (I promise*) *about as reliable as the US govt fiscal promise :) I am titillated by the prospects that Term premiums in global long bonds will rerate higher And what are the implications Excuse the long thread but don't have a long form in UK"
X Link 2023-08-04T12:22Z [----] followers, 11.6K engagements

"JC Yes I believe the risks are v.high and asset markets FX rates credit equities and commodities are underpricing risk even as global equities fall frankly quite precipitously. Its like its inured to such moves. Oh its just a healthy correction 👀🫣 1: Its all about long end rates. All antecedents of 2: The interrelationship of our BWII regime between USD and Asian currencies namely Yuan and Yen recycling of capital namely USTs. 3: Hinde Capitals origins lie in an understanding that BWII has created global imbalances that are pernicious and a world order that is prone to more extreme economic"
X Link 2023-08-19T10:13Z [----] followers, 19.1K engagements

"@stackhodler It's not overtly bullish it's more of a basis phenomenon. The Dec basis went from +66 to +124 last night. It tightens the physical supply available to meet COMEX delivery needs. One wants to observe Registered delivery now. Imho"
X Link 2025-08-08T10:57Z [----] followers, [----] engagements

"The Great Reset finally is happening @LukeGromen spot on analysis Mea culpa for even thinking like a trader and that we might get pull back so early on"
X Link 2025-10-17T05:24Z [----] followers, [----] engagements

"Eyes wide shut. Few grasp that golds move signals something deeper a structural reordering of the global order that began in [----]. The CNBC and BBG TV talking heads will reduce it to portfolio theory shifts but its history that is shifting beneath their feet. A process that began imperceptibly in [----] and in earnest since [----] the Great Reset is happening but its really only becoming visible to all now. @LukeGromen @ttmygh @SantiagoAuFund @ArsenalStu"
X Link 2025-10-17T06:00Z [----] followers, 10.7K engagements

"Great chart @BenjamDavies This is a couple yrs old but point is this: If US has a plain vanilla recession or stocks fall 20-30% & stay down too long heaven forbid a regional banking issue.the US will near that 40% level. Last time US was this high in [----] USD got massively deval'd at Plaza Accord https://t.co/v70fqZ7aZm @BenjamDavies This is a couple yrs old but point is this: If US has a plain vanilla recession or stocks fall 20-30% & stay down too long heaven forbid a regional banking issue.the US will near that 40% level. Last time US was this high in [----] USD got massively deval'd at"
X Link 2025-10-17T19:08Z [----] followers, [----] engagements

"Gold is misunderstood undervalued and under owned Hinde Capital [----]. I dont believe that has changed. @LukeGromen @ttmygh @great_martis @SantiagoAuFund @ArsenalStu"
X Link 2025-10-18T08:42Z [----] followers, 10.2K engagements

"I love this post a salutary lesson not to chase the $ (or Au in this case). Thanks for sharing. Though people are queuing to buy not sell jewellery scrap (well not on mass) Though [----] comparisons miss the mark. The peak at c $850 was blink and you miss it. At Hinde Capital our first bullion dealer told me he went to the toilet and missed the high altogether (no tawdry jokes please). That collapse came after a 2300%+ rise over [--] years when Volcker finally raised real rates to crush double digit inflation. Policymakers were reacting to the last monetary order change nearly a decade on We are"
X Link 2025-10-18T09:03Z [----] followers, 54.9K engagements

"Great name @great_martis. I remember this time very well. I wrote a private letter to Hinde Capital investors - not the public HindeSight Investor one - it was titled The Line in the Sand. It was only four pages (short for me) saying the low was here now at $692. Some investors were very fearful calling and writing in and it was stressful. Im being kind they were carping big time. The fund was outperforming as well. We had no gate on the fund so I had to use dialogue to persuade them to stay or wed have been toast. This chart shows GFC collapse the full force of a USD debt system"
X Link 2025-10-19T09:16Z [----] followers, 23.1K engagements

"@valuewalk: Eike Batista: How The Mighty Have Fallen http://t.co/eqFKoWcVKr - illusionary wealth built on sandpiles of misallocated credit http://vwk.me/1gfC7K0 http://vwk.me/1gfC7K0"
X Link 2013-09-14T20:16Z [----] followers, [--] engagements

"CEO Erik Voorhees has given the most eloquent case for #Bitcoin in debate with Schiff http://t.co/2DtJQhXwDg I have read to date http://bit.ly/1c8QJbY http://bit.ly/1c8QJbY"
X Link 2013-12-03T14:56Z [----] followers, [--] engagements

"#Gold speculators have been flushed out. Sentiment is very similar to early 2000s. Physical gold represents value here now"
X Link 2017-12-14T10:12Z [----] followers, [--] engagements

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