@LukeGromen Luke Gromen

Luke Gromen posts on X about gold, china, debt, the world 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 #4943 countries 20% currencies 16.19% technology brands 5.71% travel destinations 3.81% cryptocurrencies 3.81% celebrities 2.86% social networks 2.86% automotive brands 0.95% stocks 0.95%

Social topic influence gold #898, china #1375, debt #901, the world #2696, ai 5.71%, in the 4.76%, japan 3.81%, money 3.81%, if you 3.81%, up to 2.86%

Top accounts mentioned or mentioned by @the_big_nuts @goldseabridge @foothillseyes @martinskold2 @northstarcharts @santiagoaufund @simondixontwitt @amlivemon @mark4xx @readtheticker @baldingsworld @abcampbell @therealblh66 @benjami67298432 @raelsteinfeld @benjamdavies @grok @baseload21 @jessebabies @derivativesdon

Top assets mentioned Bitcoin (BTC) BlackBerry Limited (BB)

Top Social Posts

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

"China SHFE gold vault tonnage began rising sharply higher right around the same time that non-monetary gold became the USA's single biggest export for 1st time in 20+ years US exported much of that gold to Switzerland; biggest Swiss gold export destination in that time China🤔 Chinas Shanghai Futures Exchange (SHFE) Gold Vaults now have a total of [---] metric tons of deliverable physical #Gold. https://t.co/HTuACUgjbz Chinas Shanghai Futures Exchange (SHFE) Gold Vaults now have a total of [---] metric tons of deliverable physical #Gold. https://t.co/HTuACUgjbz"
X Link 2026-02-07T16:03Z 397.6K followers, 182.4K engagements

"Anything @Myrmikan writes is must-read for me: Trump's Federal Reserve chairman-designate will not be able to stop the bull market in gold: https://t.co/9VQlbiYQUj Trump's Federal Reserve chairman-designate will not be able to stop the bull market in gold: https://t.co/9VQlbiYQUj"
X Link 2026-02-09T21:25Z 397.6K followers, 123.1K engagements

"@GeorgeGammon @hkuppy Wouldnt the U.S. banking system be suffering large credit losses at 10% long rates though And when the suffer credit losses they have to increase reserves and/or sell USTs ( la SIVB in 2023) no"
X Link 2025-12-12T04:18Z 394.6K followers, [----] engagements

"Who advocated for collectivism better Mamdani below or President George W. Bush in December [----] when he said: "I've abandoned free-market principles to save the free-market system." MAYOR MAMDANI: "We will replace the frigidity of rugged individualism with the warmth of collectivism." https://t.co/3LIOVHdKSy MAYOR MAMDANI: "We will replace the frigidity of rugged individualism with the warmth of collectivism." https://t.co/3LIOVHdKSy"
X Link 2026-01-02T15:34Z 397K followers, 46.8K engagements

"@AnselLindner Then why are we whining about rare earths still"
X Link 2026-01-12T16:21Z 394.5K followers, [----] engagements

"@romanhelmetguy I suspect the Athenians never offshored their sword-making facilities to potential adversaries to bolster quarterly sword company profits for a few quarters so the CEOs could put Italian tile in the 7th vacation home. 😉"
X Link 2026-01-15T17:24Z 394.5K followers, 22.2K engagements

"China weaponized rare earths v. Japan in 2010; [--] years later China reportedly still supplies 60% of Japan's rare earths. Will the US do in [--] years what Japan couldn't in [--] yrs It just took Elon [--] years to build one lithium plant in Texas. Take the "over" on time & cost. BESSENT SEES CRITICAL MINERALS REFINING INDEPENDENCE 18-24 MTHS BESSENT SEES CRITICAL MINERALS REFINING INDEPENDENCE 18-24 MTHS"
X Link 2026-01-20T15:51Z 394.6K followers, 82.6K engagements

"China deindustrializes the west by manufacturing for no profits. The US has grown Federal debt by 8% CAGR since [----] while USTs have rarely yielded much above 4%. Making no money in manufacturing Losing 4-8% CAGR in USTs on a real basis b/c at least you end up with factories As long as this remains true the West will deindustrialize and the global south will fail to develop. And its related to why Goldman concludes Chinas economy is now a net drag on global GDP. As long as this remains true the West will deindustrialize and the global south will fail to develop. And its related to why Goldman"
X Link 2026-01-21T16:29Z 394.6K followers, 93.3K engagements

"RE: Gold - IMO we are watching a separation of the "store of value" from the "medium of exchange" & "unit of account" functions of money at the sovereign (FX reserves) level as a result of geopolitics & economic reality. i.e. Save in gold spend & account in currency. This is happening for [--] reasons: [--]. If China can only import commodities in USD it is mathematically certain to have a currency crisis and economically collapse a la [----] SE Asia as China would run out of USD FX reserves with which to import energy. Once China's economy were to begin collapsing were such a crisis to occur China's"
X Link 2026-01-24T15:37Z 395K followers, 65.5K engagements

"After this rally in gold the market value of US official gold as a % of foreign-held USTs is up to 14%. Assuming no further rise in foreign held USTs gold would have to rise: 50% to get to [----] levels 3x to get to LT average levels 9x to hit [----] levels"
X Link 2026-01-26T14:32Z 394.9K followers, 205.6K engagements

"Western consensus is there is no other market big enough to absorb global trade imbalances other than the US. That same western consensus has not yet noticed gold absorbed $15tn in flows in just the past [--] months alone without a hiccup (and can absorb infinitely more.)"
X Link 2026-01-26T18:29Z 394.1K followers, 34.7K engagements

""What the world sees as 'an irrational Trump and US government' might be better interpreted as 'US critical mineral supply chains are in far worse shape than western consensus realizes." Thanks for having me on @paulbuitink - I enjoyed our conversation I had the chance to talk to one of my favourite macro analyst out there @LukeGromen about US/EU relations how gold is the solution to the G7 debt crisis and how NATO countries are buying up all the silver they can get their hands on. Must watch https://t.co/Ujl69o9t6j https://t.co/qa1FnNFHhT I had the chance to talk to one of my favourite macro"
X Link 2026-01-27T17:26Z 393.5K followers, 63.8K engagements

"The US can have 1) a strong USD (which means we run out of air defense missiles in [--] month of medium intensity combat defending Israel & then have to ask China nicely for critical minerals to make more) or 2) a weak USD WhatdoyouWANT We have chosen wisely IMO"
X Link 2026-01-27T22:48Z 393.5K followers, 96.8K engagements

"1/ Im recording a 5-10 min YouTube video to be released later this week; pls drop some questions below & Ill touch on as many as I can on a best efforts basis. Thx (Also pls feel free to subscribe to my YouTube channel.)"
X Link 2026-01-28T20:08Z 394.9K followers, 25.7K engagements

"Major global energy and commodity exporter planning to issue bonds in USD EUR and CNY in [----]. Let's watch"
X Link 2026-01-28T22:33Z 395K followers, 50.4K engagements

"It's never different this time.just make sure your history books date back far enough. For example here's "The Raven of Zurich" circa [----]. This sounds eerily familiar:"
X Link 2026-01-29T15:17Z 395.1K followers, 48.4K engagements

"10% intraday move in gold you say @jameslavish😉 Houston we have a problem. Gold has traded to $5598 and back to $5097 so far today. That is a 10% move in just a few hours. In Gold. https://t.co/jQY5xkaaiX Houston we have a problem. Gold has traded to $5598 and back to $5097 so far today. That is a 10% move in just a few hours. In Gold. https://t.co/jQY5xkaaiX"
X Link 2026-01-29T16:05Z 395.1K followers, 148.2K engagements

"Last [--] years the US has told the world by word and deed (seizing Russian FX reserves seizing Maduro telling EU "if you don't control it you don't own it"). .so don't be surprised when gold gets put on sale the world buys what can't be seized Realpolitik "Mr. Slammy""
X Link 2026-01-29T17:40Z 394.9K followers, 67.6K engagements

"@rossiadam @ncsmokymtns @balajis I disagree that they would seize gold sitting outside the banking system. Much easier to take the $40tn sitting in retirement accounts with just a couple keystrokes: "Tax deferred status of your 401k & IRA are now dependent on you having 25% of it in 30y USTs yielding 1%.""
X Link 2026-01-30T14:03Z 394K followers, [---] engagements

"http://www.ft.com/content/4ec81de7-eb59-4be8-81db-bff657e6c5d3 http://www.ft.com/content/4ec81de7-eb59-4be8-81db-bff657e6c5d3"
X Link 2026-01-30T15:28Z 394.1K followers, 31K engagements

"That 10y UST yields are up on the day given what all other assets are doing is IMO a "yuge" tell about what will happen if Warsh is actually hawkish"
X Link 2026-01-30T18:08Z 395.1K followers, 61.1K engagements

"Interesting🤔 1/2"
X Link 2026-01-30T20:51Z 394.9K followers, 95.9K engagements

"@dampedspring Same reason that chumming the waters in the Great Barrier Reef matters to Australian surfers"
X Link 2026-01-31T19:07Z 394.8K followers, 35.1K engagements

"@Monetaryguy589 @DerivativesDon Aka a Quasi Fiscal Deficit Fed QFD that began in [----] was first such QFD in its then 109-year existence Apparently last US central bank to run a QFD was Confederate CB as they were losing the Civil War To read more theres a modern body of reading about Argentine QFDs"
X Link 2026-01-31T21:03Z 396.8K followers, [---] engagements

"Japan has already been trading like an EM for months (JGB yields up but JPY down) and you want to sell gold because the new Fed chairman was hawkish in 2011"
X Link 2026-02-02T00:29Z 395.1K followers, 46.3K engagements

""What the world sees as 'an irrational Trump and US government' might be better interpreted as 'US critical mineral supply chains are in far worse shape than western consensus realizes." -FFTT 1/26/26 Capital goes where it's treated best; AI will go where it has electricity. @ctindale https://twitter.com/i/web/status/2018435531701358698 https://twitter.com/i/web/status/2018435531701358698"
X Link 2026-02-02T21:25Z 395.1K followers, 59.4K engagements

"Price-insensitive buyers of USTs in blue (global FX reserves ex-gold) v. US Federal debt (orange). Since [----] biggest marginal buyer of "the gap" has been highly-levered hedge funds in the Caymans. which is fine as long as volatility NEVER rises ANYWHERE in ANYTHING"
X Link 2026-02-03T19:01Z 395.1K followers, 35.1K engagements

"US manufacturing employment fell 35% in the [--] years after "AI productivity miracle 1.0" hit (China in WTO); consensus hubristically thinks "it's different this time." If it performs as advertised (or feared) AI is fundamentally incompatible with our debt-based monetary system"
X Link 2026-02-04T20:52Z 395.6K followers, 43.1K engagements

"@LynAldenContact borrowing more money faster to erode the tax base of the US government (white collar labor) faster"
X Link 2026-02-04T22:11Z 393.9K followers, 15.4K engagements

"@Billdozer 1) Output does not pay the mortgages credit cards and car loans of the displaced workers; nor of the banks who then have credit problems. 2) Debt cannot be deflated down in a debt-backed fiat system without collapsing the system; only inflated away"
X Link 2026-02-04T22:20Z 395.7K followers, [---] engagements

"@ShanuMathew93 This is the $64000 question and not many in the financial world are even thinking about it yet"
X Link 2026-02-05T15:30Z 396.4K followers, 12.2K engagements

"@investor1927 disagree RMB rising will pressure gold over time RMB rising will send gold in USD to the moon IMO"
X Link 2026-02-05T15:42Z 395.1K followers, [----] engagements

"@TheStalwart if he doesn't cut rates and the long end rises as well then what This is Powell's parting gift to Warsh - the fuse he lit by hiking rates in [----] is about to go boom"
X Link 2026-02-05T15:45Z 394K followers, 24.8K engagements

"@DerivativesDon Yes.and yet JPY still falling v. USD. Shouldn't be happening. Geopolitical implications too - Japan is the great hope for the US to compete with China until we get on our own feet with reshoring.but Japan's bond market saying there isn't enough time"
X Link 2026-02-05T16:13Z 394.7K followers, [----] engagements

"@biancoresearch Anthropic just told us that white collar unemployment will soon be driven to levels that make the whole system go boom"
X Link 2026-02-05T20:50Z 397.3K followers, 89.8K engagements

"@WarrenPies What if that capex leads to a 200-300bp rise in white collar unemployment"
X Link 2026-02-06T03:02Z 395.1K followers, 35.2K engagements

"@mark_ledain @WarrenPies Rates would likely rise with unemployment without Central Bank YCC"
X Link 2026-02-06T13:41Z 393.8K followers, [---] engagements

"@mark_ledain @WarrenPies Nothing IMO. I agree with you"
X Link 2026-02-06T14:13Z 393.9K followers, [---] engagements

"@Satoshi82002938 World seems to be working on a "No tickie no washie" basis now. IE - "You don't send the metal next shipment of ____ doesn't come." Old school "proof of work""
X Link 2026-02-07T16:29Z 394.7K followers, [----] engagements

"@MartinSkold2"
X Link 2026-02-07T16:52Z 394.4K followers, [----] engagements

"@jackmallers Or they know something about the gold/oil ratio that others don't.i.e. Russia will sell a lot more oil for an ounce of physical gold than what the paper markets in London & NYC say the Gold/oil ratio is. One symptom would be gold/oil ratio rising from 8x to 80x last [--] yrs"
X Link 2026-02-07T18:18Z 394.9K followers, [----] engagements

"@ssanarium No. A little on the margin but more than made up for in price"
X Link 2026-02-07T18:19Z 395.1K followers, [----] engagements

"@vshih2 Given the level of Indiana state support for Amazon (to say nothing of the Federal government's support for AMZN via Federal contracts) is it fair to call this project "private capitalism" Seems more accurate to describe it as "state capitalism with US characteristics""
X Link 2026-02-08T16:26Z 397.3K followers, 10.4K engagements

"@BaldingsWorld @abcampbell Doesnt matter if the state owns both sides of the double entry bookkeeping ledger Sort of like how the Fed simultaneously creates an asset and a liability when they create money"
X Link 2026-02-09T03:10Z 394.8K followers, [---] engagements

"@abcampbell @BaldingsWorld Im not saying prices cant move Im saying there cant be losses if the state is both borrower and lender unless state wants there to be CCP version of how Fed simultaneously creates an asset and liability when they create money"
X Link 2026-02-09T03:12Z 394.9K followers, [---] engagements

"@abcampbell @BaldingsWorld You're not worried about the Fed's loss position on its bond portfolio - so why would you be worried about state owned lender making losses on loans to a state owned borrower"
X Link 2026-02-09T03:43Z 394.9K followers, [---] engagements

"@AlecDacyczyn SPXTR is Total Return ie - with dividends reinvested"
X Link 2026-02-09T15:12Z 396.8K followers, [---] engagements

"@EFbullion @Sorenthek IMO I would start by assuming "there is no spoon." I.e. Warsh is a politician. Believing what politicians say has always been a bad idea throughout history but arguably never more so particularly in Fourth Turnings & in countries with acute fiscal & debt problems"
X Link 2026-02-09T15:49Z 395.1K followers, [----] engagements

"@GregoryPietsch My elaboration of what PBOC economist said in [----] ("We want to use gold to be able to invoice oil and gas in CNY") and what PBOC Chair said in [----] ("we want a neutral reserve asset")"
X Link 2026-02-09T17:23Z 395.5K followers, [----] engagements

"@EarningsDigest_ First step is "Who will run surpluses against China" OPEC + Commodity producers. IE oil for CNY CNY for gold. IE oil for gold. As this happens gold/oil ratio would rise.& it has from [--] bbls/oz in [----] to [--] bbls/oz today"
X Link 2026-02-09T17:24Z 395.1K followers, [----] engagements

"@bradfordonian if input costs are in USD (as they are) makes no sense to do all in CNY b/c have a mismatch"
X Link 2026-02-09T17:25Z 395.1K followers, [----] engagements

"@Foothillseyes @TheRealBLH66 Luke has answered that question many times: First step is "Who will run surpluses against China" OPEC + Commodity producers. IE oil for CNY CNY for gold. IE oil for gold. As this happens gold/oil ratio would rise.& it has from [--] bbls/oz in [----] to [--] bbls/oz today"
X Link 2026-02-09T17:26Z 395.1K followers, [---] engagements

"@TheRealBLH66 First step is "Who will run surpluses against China" OPEC + Commodity producers. IE oil for CNY CNY for gold. IE oil for gold. As this happens gold/oil ratio would rise.& it has from [--] bbls/oz in [----] to [--] bbls/oz today"
X Link 2026-02-09T17:26Z 395.1K followers, [----] engagements

"@Foothillseyes @TheRealBLH66 How could an exporter of the most valuable substances in the world like oil be poor They are poor in no small part bc gold was kept way too cheap relative oil and commodities Would you be poor if you found an oil well in your backyard Are they poor on Landman"
X Link 2026-02-09T17:51Z 395.2K followers, [---] engagements

"@GeorgeGammon gold rose more than 20x from 1966-1980"
X Link 2026-02-09T22:13Z 396.7K followers, 11.8K engagements

"@Chris_Repke Possibly depends on productivity alongside it IMO"
X Link 2026-02-09T22:35Z 395.2K followers, [---] engagements

"@AshleyMisquitta How many times have you heard ultimately the US [--] aircraft carrier battle groups back the USD"
X Link 2026-02-10T14:28Z 396.7K followers, [----] engagements

"@GeologicSuccess @AshleyMisquitta I am told that at [---] miles these need to be refueled mid-sortie which exposes them to danger while refueling"
X Link 2026-02-10T16:55Z 395.5K followers, [----] engagements

"Can anyone explain why I am only seeing people raise concerns about risks to $2 trillion market cap BTC from quantum computing. .but not to $18T in total US commercial bank deposits $40T in retirement assets or $87T in assets custodied at DTCC 🤔🤔"
X Link 2024-12-10T14:55Z 397.5K followers, 354.1K engagements

""Let's say there is a 10% tariff. Having done currencies for a long time some portion of that will result in currency appreciation. Normally it's 2/3 of that. So now you're collecting 10%. The lift on the currency does [--] or 7% of it for you & hurts exporters." -Scott Bessent 6/6/24 But USDCNY is up since "Liberation Day" 🤔 https://twitter.com/i/web/status/1983531511522431078 https://twitter.com/i/web/status/1983531511522431078"
X Link 2025-10-29T13:48Z 397.5K followers, 41.4K engagements

"Apr-2025: "Liberation Day" tariffs announced; US commentators chest-thump about dominance; bond market pukes; TACO. Jan-2026: Venezuela/Russia/Iran actions; US commentators chest-thump about dominance; bond market pukes👇. Let's watch"
X Link 2026-01-08T16:33Z 397.5K followers, 31.1K engagements

"Trillions are resting on "Assume a can opener" economic & supply chain analysis vis a vis AI. "Can opener" = sufficient supplies of actual physical metals. IMO part of gold's spike higher is gold calling the bluff of those "assuming a can opener." Let's watch. @chamath The west runs out of copper therefore electricity cant build further data centres to house GPU https://t.co/WuXe7yn8Cm @chamath The west runs out of copper therefore electricity cant build further data centres to house GPU https://t.co/WuXe7yn8Cm"
X Link 2026-01-27T18:51Z 397.4K followers, 59.1K engagements

"Well gold = CNY [-----] today so if US Treasury would run gold up to $10000 that would be 37500/$10000 = [----] on USDCNY. Gold is the pivot or if you prefer the parlance of former Treasury official & World Bank President Robert Zoellick gold is the "reference point." *TREASURY SAYS YUAN 'SUBSTANTIALLY UNDERVALUED' *US CALLS ON CHINA TO ALLOW YUAN TO STRENGTHEN IN TIMELY MANNER *TREASURY SAYS YUAN 'SUBSTANTIALLY UNDERVALUED' *US CALLS ON CHINA TO ALLOW YUAN TO STRENGTHEN IN TIMELY MANNER"
X Link 2026-01-29T21:33Z 397.4K followers, 159.9K engagements

"Im really excited about the partnership between him and Bessent Druckenmiller said. Having an accord between the Treasury secretary and Fed chair is ideal. Source: FT article released [--] minutes ago. Link below 🤔"
X Link 2026-01-30T15:27Z 397.4K followers, 73.1K engagements

"A trade debtor that exports gold at a floating price is settling part of its trade deficit in gold at a floating price de facto. Would result in much higher gold lower USD contained 10y UST yields & in time reshored US industry & middle class. Win/win/win. Let's watch. "Gold was the top U.S. export for the second consecutive month the only two months in at least the last [--] years" 🤔🤔 https://t.co/dYFPYbhot6 https://t.co/AkgL38tDMp "Gold was the top U.S. export for the second consecutive month the only two months in at least the last [--] years" 🤔🤔 https://t.co/dYFPYbhot6"
X Link 2026-02-01T18:13Z 397.5K followers, 103K engagements

"It doesn't sound like the drop in gold prices is having the intended effect on Asian gold buyers 👇 People were still queuing up to buy gold in Singapore even as prices plummeted showing the extraordinary resilience in retail demand for precious metals https://t.co/Mn2HBsIRm8 People were still queuing up to buy gold in Singapore even as prices plummeted showing the extraordinary resilience in retail demand for precious metals https://t.co/Mn2HBsIRm8"
X Link 2026-02-02T18:33Z 397.5K followers, 108K engagements

"When western consensus realizes that much of why China is producing so much so cheaply is NOT because of a weak CNY or cheap labor but because of integrated AI & robotics. .western consensus on China & prospective western job losses to AI & robotics will need updating. CATHIE WOOD ON @rundowndaily_ : ELON SEES CHINA LEADING IN TECH 👇 Elon Musk sees China outpacing the U.S. by linking AI robotics batteries and more. In contrast U.S. companies remain siloed by sector. https://t.co/WtDumIAjBX CATHIE WOOD ON @rundowndaily_ : ELON SEES CHINA LEADING IN TECH 👇 Elon Musk sees China outpacing the"
X Link 2026-02-02T19:52Z 397.4K followers, 58.4K engagements

"IMO not nearly enough analysis has been done on this statement why Bessent made it and how it is true. BESSENT: GOLD PRICE RISING HAS HELPED US SUBSTANTIALLY BESSENT: GOLD PRICE RISING HAS HELPED US SUBSTANTIALLY"
X Link 2026-02-03T16:46Z 397.5K followers, 278.9K engagements

"Thanks for having me on @badcharts1 @NorthstarCharts for a fun conversation about the interplay of fundamentals and technicals and especially about the Capital Rotation Event and gold v. oil charts you guys have discussed. Luke Gromen joins us for a talk about the Capital Rotation Event and his longer term Gold targets north of $20000. Also get a glimpse on how he also uses charts. @LukeGromen @NorthstarCharts https://t.co/5QbkzGC5DJ Luke Gromen joins us for a talk about the Capital Rotation Event and his longer term Gold targets north of $20000. Also get a glimpse on how he also uses charts."
X Link 2026-02-04T20:06Z 397.4K followers, 61.4K engagements

"Anthropic just told us that white collar unemployment may soon be driven to levels that make the whole system go boom. 6-7% unemployment ought to be more than enough to light the fuse. The $BTC carnage is accelerating. Now down 12+% today. Now the 4th worst day this decade. The other [--] were days around something "breaking." So what is "breaking" now Nov [--] [----] FTX failure Jun [--] [----] Terra Luna Collapse Mar [--] [----] worst of COVID Shutdown https://t.co/fEJ4lzCX3k The $BTC carnage is accelerating. Now down 12+% today. Now the 4th worst day this decade. The other [--] were days around something"
X Link 2026-02-05T21:26Z 397.4K followers, 116.8K engagements

"@PowderkegPro99 Did you type this on your BlackBerry as you stop at Blockbuster to pick up a DVD If not then methinks something wicked this way comes"
X Link 2026-02-05T22:15Z 397.3K followers, [----] engagements

"http://www.youtube.com/watchv=tzYLxUNG-do http://www.youtube.com/watchv=tzYLxUNG-do"
X Link 2026-02-06T13:52Z 397.6K followers, 30.1K engagements

"FT Editorial Board sees gold as just another area of excess in the financial system rather than a completely rational response to the many obvious looming signs of the choice of "save the bond market or the currency" facing western policymakers. Sign of policymaker discomfort"
X Link 2026-02-06T14:08Z 397.6K followers, 44.7K engagements

"@awealthofcs Agree Buffett deserves a ton of credit for staying positive and optimistic all these years. It's also worth noting that he has underperformed the gold he so despises since early 1998"
X Link 2026-02-15T16:07Z 397.6K followers, 18.4K engagements

"2/ Heres a link to my YouTube channel; you can subscribe here to see this and future bi-weekly 5-10 minute update videos: http://www.youtube.com/@lukegromenffttllc http://www.youtube.com/@lukegromenffttllc"
X Link 2026-02-09T21:28Z 397.6K followers, 30K engagements

"Thanks for another fun and engaging conversation on @thoughtfulmoney @adamtaggart - enjoyed it as always Full link in post below Just a heads up that I recorded an interview w/ @LukeGromen that will come out tomorrow We covered a lot of ground on his global sovereign debt crisis outlook. But in his words "It all comes back" to this one asset. I'll give you one guess what it is 🙂 Video out at 11amET https://t.co/UgtIB4yWMO Just a heads up that I recorded an interview w/ @LukeGromen that will come out tomorrow We covered a lot of ground on his global sovereign debt crisis outlook. But in his"
X Link 2026-02-11T00:45Z 397.6K followers, 46.4K engagements

"*RUSSIA MEMO SEES RETURN TO DOLLAR SYSTEM IN PITCH TO TRUMP Which dollar system - the pre-Trump dollar system or the post-Trump dollar system that USTR Jamieson Greer laid out at Davos three weeks ago Because theres a yuge difference between the two. Read Greers speech👇"
X Link 2026-02-12T16:03Z 397.6K followers, 98K engagements

"2/ To read more about this dynamic check our @JeffBooths must-read book The Price of Tomorrow"
X Link 2026-02-12T21:30Z 397.6K followers, 23.9K engagements

"@McIntosh7575 @awealthofcs Gold isnt a random asset"
X Link 2026-02-15T16:41Z 397.6K followers, [---] engagements

""The Debasement Trade" since COVID: In USD: NDX up 165% SPX up 102% Home prices up 56%. In gold: NDX up 7% SPX down 18% Home prices down 37%. In BTC: NDX down 78% SPX down 84% Home prices down 87%"
X Link 2025-10-03T18:47Z 397.6K followers, 1.1M engagements

"Eagles & Buffalos too 2/2"
X Link 2026-01-30T20:51Z 397.6K followers, 32.7K engagements

"@MichaelOHogan1 I think this is an unspoken reason for the ice raids"
X Link 2026-02-05T22:06Z 397.6K followers, [----] engagements

"Sentiment check: Gold has outperformed SPX Total Return over 1-year 2-year 5-year 10-year 20-year and 25-year time horizons & yet US investor consensus still holds basically no physical gold 🤔 I dont dislike gold investors I feel sorry for them. Its a tough way to live rooting for chaos so your shiny rock can sit there and win. ✨ Since 1980: $10K in gold $90K $10K in the S&P [---] (with dividends reinvested) $1.8M One sits on a shelf. The other https://t.co/X3rVgpz4mC I dont dislike gold investors I feel sorry for them. Its a tough way to live rooting for chaos so your shiny rock can sit there"
X Link 2026-02-08T16:33Z 397.6K followers, 162.6K engagements

"Our base case is that Warsh will be as dovish as Trump needs. -FFTT last week Math Narratives (again)"
X Link 2026-02-08T22:37Z 397.6K followers, 67.6K engagements

"Gold priced in CNY. The CNY is our currency AND its our problem. If you dont trust CNY please convert any excess CNY received from commodity exports into gold which will rise at a 45-degree angle over time in CNY terms allowing your FX reserves to buy more Chinese goods.""
X Link 2026-02-09T16:03Z 397.6K followers, 71.4K engagements

"2/ https://ustr.gov/about/policy-offices/press-office/speeches-and-remarks/2026/hamilton-today-trade-and-us-economic-strategy https://ustr.gov/about/policy-offices/press-office/speeches-and-remarks/2026/hamilton-today-trade-and-us-economic-strategy"
X Link 2026-02-12T16:04Z 397.6K followers, 26.4K engagements

"The era Rubio lionizes in his speech below occurred under a monetary system with a neutral reserve asset (gold.) Little of what Rubio lays out will be able to be accomplished unless the US goes back to a monetary system with a neutral reserve asset. The Trump Admin knows this. WE IN AMERICA HAVE NO INTEREST IN BEING POLITE AND ORDERLY CARETAKERS OF THE WESTS MANAGED DECLINE https://t.co/b0A1n8FANs WE IN AMERICA HAVE NO INTEREST IN BEING POLITE AND ORDERLY CARETAKERS OF THE WESTS MANAGED DECLINE https://t.co/b0A1n8FANs"
X Link 2026-02-14T15:27Z 397.6K followers, 85.6K engagements

"Translation: Trumps buying silver etc. from all yall with printed dollars 😂 TRUMP: ANNOUNCING CREATION OF CRITICAL MINERAL RESERVE TRUMP: JOINED BY GM'S BARRA TRUMP: ANNOUNCING CREATION OF CRITICAL MINERAL RESERVE TRUMP: JOINED BY GM'S BARRA"
X Link 2026-02-02T23:18Z 397.6K followers, 187.8K engagements

"Perhaps most important chart in macro right now 10y UST yld - 10y JGB yld (blue) v. USDJPY Markets appear to be discounting that the rate that forces BOJ back into YCC to avoid a Japan (& then global) debt crisis may not be too far north of here BTC crash & gold vol = symptoms"
X Link 2026-02-05T15:28Z 397.6K followers, 160.3K engagements

""Anthropic is releasing a new version of its most powerful AI model thats designed to carry out financial research" - Bloomberg 2/5/26 US white collar workers today increasingly looking like Cleveland Ohio in 1959: "So proud and optimistic about the future."👇 Cleveland Ohio so proud and optimistic about the future. In [----] they thought it would never end https://t.co/LD18OTYwWg Cleveland Ohio so proud and optimistic about the future. In [----] they thought it would never end https://t.co/LD18OTYwWg"
X Link 2026-02-05T19:10Z 397.6K followers, 82.7K engagements

"The US can a) Have a much weaker USD and make its own military & critical minerals or; b) Have a strong USD and have China make most of our military & critical minerals for us. Thank you for listening to my TED talk"
X Link 2026-02-09T22:34Z 397.6K followers, 72.5K engagements

"and just like that [---] years of Mahan Doctrine (control naval chokepoints and you control the world) gets turned on its head (naval chokepoints become kill zones for naval assets). Investor consensus has only just begun discounting the macro implications. A new class of undersea capability has arrived. LampreyMMAUV brings autonomous adaptable power beneath the surface designed to move fast evolve quickly and meet tomorrows missions head-on. #UnderseaWarfare #Autonomy #DefenseInnovation https://t.co/CfiNhsxSv7 A new class of undersea capability has arrived. LampreyMMAUV brings autonomous"
X Link 2026-02-10T14:02Z 397.6K followers, 176.2K engagements

"Feels like they missed an opportunity to use the word yuge here CBO SEES LARGE 'HISTORICALLY UNUSUAL' DEFICITS IN COMING DECADE CBO SEES LARGE 'HISTORICALLY UNUSUAL' DEFICITS IN COMING DECADE"
X Link 2026-02-11T17:59Z 397.6K followers, 57K engagements

"The pace of AI and robotics productivity improvement are fundamentally incompatible with our debt-based monetary system. This is just the latest symptom👇; it likely wont be the last"
X Link 2026-02-12T21:28Z 397.6K followers, 42.5K engagements

"@Micro2Macr0 Why would you consider anything I wrote being a doomer or not believing that America can do well again I literally just wrote the opposite - that the Trump Admin knows what to do and is doing it"
X Link 2026-02-14T15:39Z 397.6K followers, [----] engagements

"What is it for This is not a tough one to figure out. The Chinese know what the Anglo-Americans did to both: a) China during its century of humiliation and; b) A rising Germany the last time the world found itself in its current Thucydides situation (1873-1914)"
X Link 2026-02-14T17:49Z 397.6K followers, 53.2K engagements

"@LukeKni40895721 Disagree Germany offered UK parrtnership in Berlin-Baghdad Railway amongst other concessions UK declined and chose war instead"
X Link 2026-02-14T19:14Z 397.6K followers, [----] engagements

"Hes the master of that - I have nothing to offer His own words from the 1970s show he understands that in some parts of the cycle gold outperforms. See his letter noting that gold had outperformed him for a 10-year stretch back then For as much as he focused on valuation he paid no attention to valuation of gold relative to debt deficits and monetary aggregates"
X Link 2026-02-15T16:45Z 397.6K followers, [---] engagements

"The signals lined up before theyre lining up again. Heres what we forecasted and what happened next. Get What we said and how it played out Vol. II here. 👉 https://fftt-treerings.com/what-we-said/ https://fftt-treerings.com/what-we-said/"
X Link 2025-09-02T00:30Z 397.6K followers, 543.5K engagements

"https://youtu.be/Uc-swyVCDPosi=6VxHpFBb4gpkKxsd https://youtu.be/Uc-swyVCDPosi=6VxHpFBb4gpkKxsd"
X Link 2026-02-11T00:45Z 397.6K followers, 52.7K engagements

"@hollernnm89 @McIntosh7575 @awealthofcs Because the US was never on a real estate standard Only a gold standard and a UST/oil pseudo-standard"
X Link 2026-02-15T17:54Z 397.6K followers, [---] engagements

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