@LukeGromen Avatar @LukeGromen Luke Gromen

Luke Gromen posts on X about gold, in the, china, debt 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 #5030 countries 18.44% currencies #1262 cryptocurrencies 10.25% technology brands 2.87% stocks 2.46% automotive brands 2.05% celebrities 1.64% travel destinations 1.64% social networks 1.23%

Social topic influence gold #933, in the 11.07%, china #4461, debt #1248, to the 5.74%, inflation 5.74%, global 5.33%, the world 4.51%, bank 4.1%, money 4.1%

Top accounts mentioned or mentioned by @the_big_nuts @goldseabridge @foothillseyes @lukegromen @monetaryguy589 @northstarcharts @bradfordonian @awealthofcs @benjamdavies @simondixontwitt @amlivemon @mark4xx @santiagoaufund @martinskold2 @baldingsworld @abcampbell @therealblh66 @mcintosh7575 @tuckercarlson @chris_repke

Top assets mentioned Bitcoin (BTC) SPDR S&P [---] ETF Trust (SPY) SPDR GOLD ETF (GLD) JPMorgan Chase (JPM)

Top Social Posts

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

"@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 398.1K 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 πŸ€”πŸ€”"
X Link 2024-12-10T14:55Z 398.1K followers, 354.1K 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

"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 pukesπŸ‘‡. Let's watch"
X Link 2026-01-08T16:33Z 397.8K followers, 31.1K 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. πŸ˜‰"
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

"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

"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 @jameslavishπŸ˜‰ 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

"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 πŸ€”"
X Link 2026-01-30T15:27Z 397.8K followers, 73.1K 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

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

"Eagles & Buffalos too 2/2"
X Link 2026-01-30T20:51Z 397.7K followers, 32.7K 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

"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" πŸ€”πŸ€” 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" πŸ€”πŸ€” https://t.co/dYFPYbhot6"
X Link 2026-02-01T18:13Z 397.5K followers, 103K 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"
X Link 2026-02-02T14:53Z 397.2K followers, 57.5K engagements

"It doesn't sound like the drop in gold prices is having the intended effect on Asian gold buyers πŸ‘‡ 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 πŸ‘‡ 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 πŸ‘‡ Elon Musk sees China outpacing the"
X Link 2026-02-02T19:52Z 397.8K followers, 58.4K 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 397.8K followers, 59.6K 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

"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

"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

"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

"@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

"@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

"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

"@MichaelOHogan1 I think this is an unspoken reason for the ice raids"
X Link 2026-02-05T22:06Z 397.9K followers, [----] 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

"@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

"@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 397.8K 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

"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 398.1K followers, 44.8K 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 speechπŸ‘‡"
X Link 2026-02-12T16:03Z 398.1K followers, 98.7K engagements

"One of a number of potentially important macro divergences that occurred in 2H25 is shown below. For the prior 10+ years foreign Central Banks sold USTs when the USD rose and bought USTs when the USD fell. In 2H25 foreign CBs sold USTs despite the weaker USDπŸ‘‡"
X Link 2026-02-16T15:51Z 398.1K followers, 43.9K 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" πŸ€” https://twitter.com/i/web/status/1983531511522431078 https://twitter.com/i/web/status/1983531511522431078"
X Link 2025-10-29T13:48Z 397.9K followers, 41.4K engagements

"If AI doesnt work it will risk recession blowing out fiscal deficits into insufficient foreign UST demand. If AI works it will undermine the U.S. fiscal position (half of US Federal receipts come from employment) blowing out deficits into insufficient foreign UST demand. According to todays WSJ AI-related investment accounts for half of GDP growth. A reversal would risk recession. We cant afford to go backwards. According to todays WSJ AI-related investment accounts for half of GDP growth. A reversal would risk recession. We cant afford to go backwards"
X Link 2025-11-24T21:29Z 398K followers, 572.1K engagements

"Translation: Trumps buying silver etc. from all yall with printed dollars πŸ˜‚ 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 397.9K followers, 187.8K engagements

"http://www.youtube.com/watchv=tzYLxUNG-do http://www.youtube.com/watchv=tzYLxUNG-do"
X Link 2026-02-06T13:52Z 397.9K followers, 30.2K 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."πŸ‘‡ 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 398.1K followers, 82.8K 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 2026-02-09T21:27Z 398.1K followers, 23.1K engagements

"The pace of AI and robotics productivity improvement are fundamentally incompatible with our debt-based monetary system. This is just the latest symptomπŸ‘‡; it likely wont be the last"
X Link 2026-02-12T21:28Z 398.1K followers, 43.3K 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 398.1K followers, 96.6K 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 398.1K followers, [---] engagements

"Early sign of AI disrupting white collar jobs 52% of college graduates are underemployed per Federal Reserve Bank of St. Louis. 52% of college graduates are underemployed per Federal Reserve Bank of St. Louis"
X Link 2026-02-16T23:40Z 398.1K followers, 53.7K engagements

"@DowdEdward @MaryPChapman How can shrinking demographics be a problem if Ai and robotics do what they are doing in China"
X Link 2026-02-17T01:13Z 398.1K followers, 15.8K 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 398.1K followers, 160.5K 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 πŸ€” 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 398.1K followers, 162.9K 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 398.1K followers, 67.7K 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 398.1K followers, 71.6K 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 398.1K followers, 123.3K 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 398.1K followers, 30.1K 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 398.1K followers, 72.7K 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 398.1K followers, 176.6K 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 398.1K followers, 57.6K 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 398.1K followers, 59.6K 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 398.1K followers, 76.5K 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 398.1K followers, [----] engagements

"@SJAHP1947 @Puncher522 @Chris_Repke @Monetaryguy589 Yes The UST market will quickly dysfunction again just like it has every other time USDs gotten too strong in the past [--] yrs The USD up US real rates up UST dysfunction era mid-2019 till now has been VERY good for gold (up 4x in [---] yrs) & likely will continue to be IMO"
X Link 2026-02-16T15:45Z 398.1K followers, [---] engagements

"@Wade_Finley @DrJStrategy No tickie no washie gold proof of work already happening world wide"
X Link 2026-02-17T01:15Z 398.1K followers, [---] engagements

"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 ChinaπŸ€” 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 398.1K followers, 182.5K engagements

"@McIntosh7575 @awealthofcs Gold isnt a random asset"
X Link 2026-02-15T16:41Z 398.1K followers, [----] engagements

"@pittman021 @awealthofcs Why would it be a downer America had a great 195-year run on a gold standard (chart) and Buffetts own father Congressman Howard Buffett wrote in [----] that Human Freedom Rests on Gold Convertibility (link) https://www.fgmr.com/wp-content/uploads/2017/02/Howard-Buffett-explains-sound-money-4-May-1948.pdf https://www.fgmr.com/wp-content/uploads/2017/02/Howard-Buffett-explains-sound-money-4-May-1948.pdf"
X Link 2026-02-15T20:33Z 398.1K 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. πŸ‘‰ https://fftt-treerings.com/what-we-said/ https://fftt-treerings.com/what-we-said/"
X Link 2025-09-02T00:30Z 398.1K followers, 546.5K 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 398.1K followers, 1.1M 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 πŸ™‚ 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 398.1K followers, 46.8K engagements

"https://youtu.be/Uc-swyVCDPosi=6VxHpFBb4gpkKxsd https://youtu.be/Uc-swyVCDPosi=6VxHpFBb4gpkKxsd"
X Link 2026-02-11T00:45Z 398.1K followers, 54.2K 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 398.1K followers, 26.9K engagements

"2/ To read more about this dynamic check our @JeffBooths must-read book The Price of Tomorrow"
X Link 2026-02-12T21:30Z 398.1K followers, 24.5K 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 398.1K followers, [----] engagements

"@contraturn @luislascurain @awealthofcs Makes sense I was once told by someone with firsthand knowledge of it that shortly after Buffett stockpiled a bunch of silver in the late 1990s he was tapped on the shoulder by the US govt (essentially told to sell it.)"
X Link 2026-02-15T17:51Z 398.1K followers, [---] engagements

"@Monetaryguy589 Separation of medium of exchange and store of value = winning strategy"
X Link 2026-02-16T02:38Z 398.1K followers, 12.1K engagements

"@Chris_Repke @Monetaryguy589 At the right price of gold Id buy 30y USTs at 3-4% IMO the right price of gold is $20-30000/oz :)"
X Link 2026-02-16T03:12Z 398.1K followers, [----] engagements

"@txghost91 Corollary to your statement (if accurate) is imagine how many USTs foreign CBs will sell once the USD starts rising Ie 10y USTs yields up in risk off again"
X Link 2026-02-16T17:20Z 398.1K followers, [---] engagements

"@RadicalCap88602 @DowdEdward @MaryPChapman Good point. CCP officials cannot be trusted given how many of them are named in the Epstein files"
X Link 2026-02-17T01:19Z 398.1K 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. πŸ‘‰ https://fftt-treerings.com/what-we-said/ https://fftt-treerings.com/what-we-said/"
X Link 2025-09-02T00:30Z 398.1K followers, 546.5K engagements

"How it started: How it's going:"
X Link 2022-07-20T18:05Z 398.1K followers, 10.6K 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 πŸ€”πŸ€”"
X Link 2024-12-10T14:55Z 398.1K followers, 354.1K engagements

"A "pet rock" should not outperform equities long-term in an economy broadly engaged in positive economic value-added activities. A "pet rock" should absolutely outperform equities long-term in an economy broadly engaged in debt-fueled financial engineering to drive returns. $GLD outperfoming $SPY since it launched in [----] is mind-melting. flies in the face of so much conventional wisdom. https://t.co/skHqSXaDpu $GLD outperfoming $SPY since it launched in [----] is mind-melting. flies in the face of so much conventional wisdom. https://t.co/skHqSXaDpu"
X Link 2025-10-17T14:34Z 398.1K followers, 504.2K engagements

"$GLD outperfoming $SPY since it launched in [----] is mind-melting. flies in the face of so much conventional wisdom"
X Link 2025-10-17T01:38Z 403.3K followers, 1M engagements

"What if bitcoin IS the Great Reset πŸ€”"
X Link 2021-02-09T00:17Z 397.5K followers, [----] engagements

"Had a wide-ranging conversation with @TuckerCarlson about the interplay between gold macro and the monetary system earlier today. Keep an eye out for it in the days ahead on TCN"
X Link 2025-02-21T22:15Z 398.1K followers, 230.2K engagements

"If all Chinese students were removed from all US colleges there would be a wave of bankruptcies and closures among US private colleges. -Administrator of private university in NE USA *US HALTS HARVARDS ABILITY TO ENROLL INTERNATIONAL STUDENTS:NYT *US HALTS HARVARDS ABILITY TO ENROLL INTERNATIONAL STUDENTS:NYT"
X Link 2025-05-22T18:31Z 398.1K followers, 2.2M engagements

"*US HALTS HARVARDS ABILITY TO ENROLL INTERNATIONAL STUDENTS:NYT"
X Link 2025-05-22T17:44Z 1.2M followers, 715.5K 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 398.1K followers, 1.1M engagements

"Yes the unemployment rate is still low. But what if US disability rolls spiked by [---] million people in just the last [--] months instead unemployment rolls What if US disability rolls spiked by 5m people in the past [--] yrs instead of unemployment rolls I ask b/c it happened:"
X Link 2023-07-15T13:57Z 398.1K followers, 949.2K engagements

"Tonight we are taking a big step closer to the US Fed being forced to reverse course and accelerate QE into a commodity spike given world events in the context of the worst US fiscal situation in 80+ years. Lets watch"
X Link 2022-02-24T03:55Z 398.1K followers, [----] engagements

"Wait.the Fed did not have the jobs data when they made their decision 🚨 FED'S BOSTIC: DOESN'T THINK JOBS DATA WOULD HAVE CHANGED THIS WEEK'S FOMC DECISION 🚨 FED'S BOSTIC: DOESN'T THINK JOBS DATA WOULD HAVE CHANGED THIS WEEK'S FOMC DECISION"
X Link 2025-08-01T16:20Z 398.1K followers, 238.8K engagements

"🚨 FED'S BOSTIC: DOESN'T THINK JOBS DATA WOULD HAVE CHANGED THIS WEEK'S FOMC DECISION"
X Link 2025-08-01T14:40Z 1.2M followers, 384.5K engagements

"Powell's speech in plain English: "There is too much debt in the US & globally. It's hurting growth. This can be resolved [--] of [--] ways: 1) Widespread defaults (including on sovereign debt) 2) Inflate it away Today we are accelerating Option #2." http://FFTT-LLC.com http://FFTT-LLC.com"
X Link 2020-08-27T13:45Z 398.1K followers, [----] engagements

"A trade deal between the two biggest current account debtors in the world economy is like two drunks propped up against each other to stand"
X Link 2025-05-08T12:48Z 398.1K followers, 246.9K engagements

"Russia's currency is nominally the RUB but Russia's currency functionally is oil and gas and this currency is rising against every other currency in the world. This seems like a subtle but important nuance many are ignoring but which gives Russia some unappreciated options"
X Link 2022-02-28T14:09Z 398.1K followers, [----] engagements

"The way the [----] & [----] crises were handled means the next recession likely will be signaled by FX markets rather than by the signals most investors have relied upon from 1983-2020. FX markets are presently screaming global depression not recession"
X Link 2022-09-22T15:48Z 398.1K followers, [----] engagements

"With DXY down 10y UST yields up stocks down gold surging again wanted to re-highlight this interview with @natbrunell from a week ago Monday (March [--] two days before Trump's tariff announcement) in which we said the following:"
X Link 2025-04-11T15:16Z 398.1K followers, 318.4K engagements

"If you live in the UK and dont own any BTC yet now might be a good time to get you some. NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug NOW - Starmer announces mandatory digital ID for the right to work in UK. https://t.co/0DTHPvYvug"
X Link 2025-09-26T21:36Z 398.1K followers, 234.5K engagements

"NOW - Starmer announces mandatory digital ID for the right to work in UK"
X Link 2025-09-26T10:36Z 1.6M followers, 2.7M engagements

"This opened a Pandora's Box that cannot be re-shut. Most investors do not seem to fully grasp yet the implications of what just happened. https://www.wsj.com/articles/if-currency-reserves-arent-really-money-the-world-is-in-for-a-shock-11646311306 https://www.wsj.com/articles/if-currency-reserves-arent-really-money-the-world-is-in-for-a-shock-11646311306"
X Link 2022-03-03T16:13Z 398.1K followers, [----] engagements

"Oh boy would this seem to open a potential can of worms TRUMP SAYS MAYBE WE HAVE LESS DEBT THAN WE THOUGHT QUESTIONS WHETHER THERE IS FRAUD RELATED TO US TREASURIES TRUMP SAYS MAYBE WE HAVE LESS DEBT THAN WE THOUGHT QUESTIONS WHETHER THERE IS FRAUD RELATED TO US TREASURIES"
X Link 2025-02-09T22:01Z 398.1K followers, 394K engagements

"TRUMP SAYS MAYBE WE HAVE LESS DEBT THAN WE THOUGHT QUESTIONS WHETHER THERE IS FRAUD RELATED TO US TREASURIES"
X Link 2025-02-09T21:34Z 1.2M followers, 3.6M engagements

"This ceases to be an intellectual exercise once you realize: a) US min. wage was [--] silver quarters ($1.25) in [----] b) Those [--] silver qtrs are worth $25 now c) US CPI calculations say that $1.25 is only worth $10.81 now d) The $14.19 difference☝has gone to the US top 10% e) Labor share of corporate profits is near multi-decade lows f) US political dysfunction is at multi-generational highs driven in no small part by the highest income inequality in nearly [---] years. h/t @truflation Inflation is theft https://t.co/YpJY47RmRJ Inflation is theft https://t.co/YpJY47RmRJ"
X Link 2024-01-09T17:43Z 398.1K followers, 632.2K engagements

"Inflation is theft"
X Link 2024-01-08T23:50Z 644.3K followers, 12.1M engagements

"Belated "Nixon closing the gold window anniversary" post: SPX priced in gold (blue) v. SPX priced in USD (red) since August [----] when Nixon closed the gold window"
X Link 2025-08-21T13:33Z 398.1K followers, 657.9K engagements

"The US government is selling USTs to buy commodities and selling USDs to buy Argentine pesos and you're trying to call a top in gold Good luck with that"
X Link 2025-10-10T14:55Z 398.1K followers, 184.4K engagements

"10y UST yield now green. "I felt a great disturbance in the Force as if millions of voices suddenly cried out in terror and were suddenly silenced. I fear something terrible has happened.""
X Link 2025-04-07T11:30Z 398.1K followers, 629.2K engagements

"Wait until 10y UST ylds start going up which is what will happen if we keep crashing too much further from here The fact that yields aren't down more should be disconcerting. The fact that yields aren't down more should be disconcerting"
X Link 2025-04-07T00:11Z 398.1K followers, 669.3K engagements

"The fact that yields aren't down more should be disconcerting. Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie Personally I think there were easier ways to get the 10y just under 4% which included actually cutting govt spending a little bit or literally doing nothing while letting growth optimism fade. Chart credit: @jasonfurman https://t.co/VXxPKpS9ie"
X Link 2025-04-06T23:58Z 35.7K followers, 582.4K engagements

"Fergusons Law states that any great power that spends more on debt service (interest payments on the national debt) than on defense will not stay great for very long. True of Hapsburg Spain true of ancien rgime France true of the Ottoman Empire true of the British Empire. -Niall Ferguson @nfergus US federal interest payments now exceed the defense budget. https://t.co/joZadHMP0U US federal interest payments now exceed the defense budget. https://t.co/joZadHMP0U"
X Link 2024-06-18T13:10Z 398.1K followers, 589.7K engagements

"US federal interest payments now exceed the defense budget"
X Link 2024-06-18T10:08Z 163.9K followers, 1.9M engagements

"$4B in notional gold contracts for sale on a Sunday night is not a market it is a currency intervention. Most private traders would lose their clients and/or their jobs for executing an order in such a fashion. So the questions are Why & Why now"
X Link 2021-08-09T00:43Z 398.1K followers, [----] engagements

"It gives me no joy to read this but as an objective analyst it is fascinating to watch western leaders (long accustomed to printing infinite fiat for finite commodities) begin to realize that the hardest currencies are not USD or EUR but rather oil gas wheat and gold. Today Putin is blocking hundreds of ships filled with wheat in the Black Sea. I call on Putin to let these ships go. Europe must step up to this challenge. We have assigned at least [---] billion until [----] to help those regions most affected by food insecurity. https://t.co/KkP70yYkOE Today Putin is blocking hundreds of ships"
X Link 2022-03-23T15:13Z 398.1K followers, [----] engagements

"Today Putin is blocking hundreds of ships filled with wheat in the Black Sea. I call on Putin to let these ships go. Europe must step up to this challenge. We have assigned at least [---] billion until [----] to help those regions most affected by food insecurity"
X Link 2022-03-23T14:55Z 1.7M followers, [----] engagements

"Called the local coin dealer today. Him: Silver spreads are up; [--] oz silver Eagles are $31/oz. We are really busy lots of people in here we have never seen before buying silver. Me: Are they old or young Him: Theyre like [--] yrs old. This might get interesting. Reddit Preparing To Unleash "World's Biggest Short Squeeze" In Silver https://t.co/Kjg0mldXUG Reddit Preparing To Unleash "World's Biggest Short Squeeze" In Silver https://t.co/Kjg0mldXUG"
X Link 2021-01-30T20:59Z 398.1K followers, [----] engagements

"Reddit Preparing To Unleash "World's Biggest Short Squeeze" In Silver https://www.zerohedge.com/markets/reddit-preparing-unleash-worlds-biggest-short-squeeze-silver https://www.zerohedge.com/markets/reddit-preparing-unleash-worlds-biggest-short-squeeze-silver"
X Link 2021-01-30T20:30Z 2.5M followers, [----] engagements

"The amount of rate hikes or demand destruction needed to stop inflation will bankrupt most sovereigns"
X Link 2022-06-09T20:08Z 397.4K followers, [----] engagements

"Gold going to $50000 or BTC going to $1m is not a threat to the USD.its the only way the US can win the so-called Great Power Competition. If gold or BTC dont go to the moon the US loses to China full stop. 🀯🀯🀯"
X Link 2021-04-25T16:09Z 398.1K followers, [----] engagements

"When policymakers pretended that inflation was transitory BTC was calling bullsht. Now we find policymakers pretending they can fight inflation like Volcker did & once again BTC is calling bullsht. It aint a bubble its simply the last fully-functioning smoke alarm"
X Link 2022-06-20T17:06Z 398.1K followers, [----] engagements

"Merry Christmas"
X Link 2024-12-25T18:26Z 398.1K followers, 161.9K engagements

"A country where people cannot choose how they store their personal wealth is not a democracy; best case it is an oligarchy.best case. A global economic system where one can only buy commodities in one currency is not capitalism; best case it is a "company town".best case. "I've always been deeply opposed to crypto bitcoin etc. Senator Warren pointed out the only true use case for it is criminals" says JPMorgan Chase CEO Jamie Dimon. "If I were the government I'd close it down." https://t.co/nkEbHR0DOS "I've always been deeply opposed to crypto bitcoin etc. Senator Warren pointed out the only"
X Link 2023-12-06T20:30Z 398.1K followers, 313.2K engagements

""I've always been deeply opposed to crypto bitcoin etc. Senator Warren pointed out the only true use case for it is criminals" says JPMorgan Chase CEO Jamie Dimon. "If I were the government I'd close it down.""
X Link 2023-12-06T17:02Z 2M followers, 1.9M engagements

"Why US-China trade negotiations keep getting delayed: US: "China please send us germanium we desperately need it." China: "What are you going to use it for" US: "To make weapons to point at you and Russia." China: "No.""
X Link 2025-09-18T20:28Z 398.1K followers, 110.7K engagements

"Wowonly [--] days elapsed from the time I speculated this would happen eventually (reposted at bottom): When the TBTF banks were doing stuff like this prior to the GFC they knew at some level they would get bailed out when the sht hit the fan. Please time stamp this: If/when the below goes pear-shaped the hyperscalers will get Federal bailouts just like the TBTF banks did. When the TBTF banks were doing stuff like this prior to the GFC they knew at some level they would get bailed out when the sht hit the fan. Please time stamp this: If/when the below goes pear-shaped the hyperscalers will get"
X Link 2025-11-05T22:46Z 398.1K followers, 220.5K engagements

"When the TBTF banks were doing stuff like this prior to the GFC they knew at some level they would get bailed out when the sh*t hit the fan. Please time stamp this: If/when the below goes pear-shaped the hyperscalers will get Federal bailouts just like the TBTF banks did. 🎯 https://t.co/TRnvD4Pnn8 🎯 https://t.co/TRnvD4Pnn8"
X Link 2025-10-31T16:39Z 398.1K followers, 296.8K engagements

"I'm old enough to remember that [--] months ago these same satellites were unable to detect that the Taliban were only [--] hours from taking Kabul rather than [--] days from taking Kabul as the Administration asserted. SATELLITE IMAGES SHOW RUSSIAN TROOPS LEAVING ASSEMBLY POINTS AND MOVING TO ATTACK POSITIONS U.S. OFFICIAL SAYS -CBS NEWS SATELLITE IMAGES SHOW RUSSIAN TROOPS LEAVING ASSEMBLY POINTS AND MOVING TO ATTACK POSITIONS U.S. OFFICIAL SAYS -CBS NEWS"
X Link 2022-02-14T19:03Z 398.1K followers, [----] engagements

"SATELLITE IMAGES SHOW RUSSIAN TROOPS LEAVING ASSEMBLY POINTS AND MOVING TO ATTACK POSITIONS U.S. OFFICIAL SAYS -CBS NEWS"
X Link 2022-02-14T18:52Z 457.9K followers, [----] engagements

"Interesting timing and an admission the USD has fallen from 1/42 oz to 1/3300 oz of gold in the past [--] yrs a CAGR of 8.4% (which since everyone suddenly cares about economic data accuracy is MUCH higher than the official reported US inflation rate of the past [--] years.)"
X Link 2025-08-06T13:41Z 398.1K followers, 282.1K engagements

"Plot twist: One month on from the Russian invasion of Ukraine Russia is not selling its Central Bank gold reserves but the US is selling SPR oil reserves. πŸ€” Lets watch"
X Link 2022-03-31T14:23Z 398.1K followers, [----] engagements

"This is 180-degrees opposite of what they did in the [----] SE Asian crisis and [----] and [----]. And it is exactly what the US just signaled that it wants them (and the rest of the world) to do (IMO.) It looks like Asian investors are selling dollar assets and buying gold. https://t.co/ShnTlE65W0 It looks like Asian investors are selling dollar assets and buying gold. https://t.co/ShnTlE65W0"
X Link 2025-04-11T01:13Z 398.1K followers, 394.9K engagements

"It looks like Asian investors are selling dollar assets and buying gold"
X Link 2025-04-11T00:47Z 202.5K followers, 1.3M engagements

"From a contractor friend of mine. #Inflation"
X Link 2021-01-03T00:47Z 398.1K followers, [----] engagements

"BTC is starting to act more like an energy-linked neutral reserve asset and less like a levered NDX proxy. Let's watch"
X Link 2025-04-17T15:14Z 398.1K followers, 204.9K engagements

"No. This is the elephant in the room around the US reshoring narrative. Wall St assumes the US has sufficient labor and skilled trades to build all this stuff without touching off a wage spiral that blows up the UST market. To reshore the US is going to have to pay skilled trades properly for the first time in 40-50 yrs; the real value of bonds will not survive the experience. The Fed (or Treasury) will have to YCC them all with printed USD. The fact that China can build a 1GW nuke power plant for 1/6 the cost of the US suggests the USD must fall 83% v. CNY for the US to compete (5/6 cheaper"
X Link 2025-09-11T15:29Z 398.1K followers, 245.9K engagements

"Can't Korean companies find US labor for their factories here instead of having to fabricate visas"
X Link 2025-09-11T15:17Z 2.5M followers, 326.2K engagements

"Signpost πŸ‘‡ President #Putin: Illegitimate freezing of some of the currency reserves of the Bank of Russia marks the end of reliability of so-called first-class assets. #US and #EU have defaulted their obligations to #Russia. Now everybody knows that financial reserves can simply be stolen. https://t.co/XJlUGj2YNs President #Putin: Illegitimate freezing of some of the currency reserves of the Bank of Russia marks the end of reliability of so-called first-class assets. #US and #EU have defaulted their obligations to #Russia. Now everybody knows that financial reserves can simply be stolen."
X Link 2022-03-17T22:33Z 398.1K followers, [----] engagements

"President #Putin: Illegitimate freezing of some of the currency reserves of the Bank of Russia marks the end of reliability of so-called first-class assets. #US and #EU have defaulted their obligations to #Russia. Now everybody knows that financial reserves can simply be stolen"
X Link 2022-03-17T18:50Z 285.2K followers, 24.9K engagements

"Important IMO. Headline just hit. h/t PK"
X Link 2025-04-11T17:44Z 398.1K followers, 215.8K engagements

"Gold will be a bigger % of global FX rsvs than USTs in a few mths Central bank gold ($4.3T) will likely soon be total USD assets in FX rsvs ($6.7T) Consensus only now shifting from "denial" to "anger" stage of grief on this.bargaining depression acceptance still to come via @jhamel"
X Link 2025-09-26T17:34Z 398.1K followers, 430.5K engagements

"This was a brilliant conversation I learned a lot. Well worth your time IMO. Thank you @ProfessorWerner and @TuckerCarlson World-renowned economist Richard Werner on where money comes from: banks just create it out of thin air and keep a pile for themselves. (0:00) How Werner Predicted the Japanese Financial Crisis (14:16) How Banks Create Money From Nothing (24:09) Youre Being Lied to About the https://t.co/Np4yTpiETZ World-renowned economist Richard Werner on where money comes from: banks just create it out of thin air and keep a pile for themselves. (0:00) How Werner Predicted the Japanese"
X Link 2025-07-31T00:11Z 398.1K followers, 211K engagements

"World-renowned economist Richard Werner on where money comes from: banks just create it out of thin air and keep a pile for themselves. (0:00) How Werner Predicted the Japanese Financial Crisis (14:16) How Banks Create Money From Nothing (24:09) Youre Being Lied to About the Banks Role in Economics (33:59) The Evils of the Federal Reserve (38:51) Why Are Banks Allowed to Create Money (57:12) Was Leaving the Gold Standard a Mistake (1:09:30) The Difference Between Banks and Central Banks (1:24:26) How Society and Culture Are Impacted by Banks (1:33:11) Did the US Purposely Destroy the Japanese"
X Link 2025-07-28T17:00Z 17.2M followers, 5.4M engagements

"An arena-full of investors in Omaha just said "Wait.what" BUFFETT SAYS THERE COULD BE THINGS THAT WOULD HAPPEN IN US THAT WOULD "MAKE US WANT TO OWN A LOT OF OTHER CURRENCIES" BUFFETT SAYS THERE COULD BE THINGS THAT WOULD HAPPEN IN US THAT WOULD "MAKE US WANT TO OWN A LOT OF OTHER CURRENCIES""
X Link 2025-05-03T15:46Z 398.1K followers, 444K engagements

"BUFFETT SAYS THERE COULD BE THINGS THAT WOULD HAPPEN IN US THAT WOULD "MAKE US WANT TO OWN A LOT OF OTHER CURRENCIES""
X Link 2025-05-03T14:56Z 1.2M followers, 2M engagements

"As an Ohioan that is just a prevailing wind shift from being within range of a carcinogenic fallout plume I for one am just glad we spent $6 trillion on wars in Iraq and Afghanistan instead of upgrading our domestic rail infrastructure. Heckuva job guys"
X Link 2023-02-13T22:53Z 398.1K followers, 196K engagements

"A local bank I have used for years told me they are no longer allowing BTC transactions (on-ramp from my account there to an exchange) and no longer doing business with anyone that accepts BTC as payment. Bank says its voluntary not regulator mandated. #OperationChokepoint"
X Link 2023-03-31T18:06Z 398.1K followers, 423K engagements

"2006: "Let's pretend people making $7/hr can afford a $400k house to trick pensions into buying AAA-rated subprime MBS" 2025: "Let's pretend US debt/GDP is not 120% so we can trick pensions into buying AAA-rated USTs at 4%" Purists: "But the US can print money" Gold: "I know""
X Link 2025-02-27T19:37Z 398.1K followers, 116.2K engagements

"RE: DOGE finding waste and fraud Dont miss the forest for the trees: Any money system that does not fix a unit of currency to a unit of energy is functionally fraudulent bc if currency is not tied to energy then creating fiat currency functionally means creating energy by govt fiat which is a violation of physics which is fraud. Once you are in a system that pretends it can create energy by printing currency it is just a question of how much fraud occurs until the system collapses You will know the end of that system is near when debt gets high rates rise & yet the price of energy-linked"
X Link 2025-02-09T20:30Z 398.1K followers, 160.9K engagements

"Just got my healthcare renewal. No change in coverage no change in HC status (knock on wood.) Premiums up 20% to $1286/mth w a $12500 deductible. This was $450/mth in [----] w/a lower deductible. 19% CAGR cost inflation at a time when theres no inflation LOL"
X Link 2019-11-30T22:44Z 398.1K followers, [----] engagements

"China: "You weaponize the USD (while sending us $1.2T per year in USD trade surpluses) we'll weaponize gold and let's see who runs out first.""
X Link 2025-09-23T13:31Z 398.1K followers, 195.3K engagements

"When the US Treasury Secretary tells you holders of LT USTs are going to lose money on a real basis you should believe him πŸ‘‡ We've inherited a 6.7% deficit-to-GDP the highest outside war or recession. Our focus is to grow the economy faster than the debt thats how we will stabilize debt-to-GDP. https://t.co/yblwrunO9t We've inherited a 6.7% deficit-to-GDP the highest outside war or recession. Our focus is to grow the economy faster than the debt thats how we will stabilize debt-to-GDP. https://t.co/yblwrunO9t"
X Link 2025-05-18T15:59Z 398.1K followers, 382.3K engagements

"We've inherited a 6.7% deficit-to-GDP the highest outside war or recession. Our focus is to grow the economy faster than the debt thats how we will stabilize debt-to-GDP"
X Link 2025-05-18T14:30Z 823.4K followers, 2.9M engagements

"If Russia was moving toward a gold-for-oil arrangement as Zoltan hypothesized you'd expect to see [--] key reactions fr the US govt: [--]. Support a war on Russia's border [--]. Fastest rate hikes in [--] yrs seemingly trying "break" the world by doing so [--]. Fastest SPR drain in [--] yrs"
X Link 2022-12-06T18:29Z 398.1K followers, [----] engagements

"The first bursting global sovereign debt bubble in [---] years is accelerating. The outcome below is still inconceivable to most market participants. A few more weeks like the last few and it will go from inconceivable to inevitable to imminent shockingly fast. Let's watch"
X Link 2022-09-23T12:18Z 398.1K followers, [----] engagements

"Summary of the last [--] days in gold: US paper traders shorted gold while China was on holiday. Chinese traders bought physical gold upon returning from holiday. Lost amidst the noise: China increasingly controls global gold prices which has major implications for FX over time. Chart via @AxelMerk"
X Link 2025-05-06T15:29Z 398.1K followers, 173.7K engagements

"It is fascinating to me that no mainstream economists banks OR financial media companies seem to want to dig into a macro "dog that didn't bark": WHO IS IMPORTING SO MUCH GOLD INTO THE US THAT IT IS CUTTING GDP IN A $27 TRILLION ECONOMY BY 2.0% AND WHY ARE THEY DOING IT On March [--] the #GDPNow model nowcast of real GDP growth in Q1 [----] is -1.8%; the alternative model forecast which adjusts for imports and exports of gold is 0.2%: https://t.co/T7FoDdgYos. #ATLFedResearch Download our EconomyNow app or go to our website for the latest https://t.co/FBca77RXUI On March [--] the #GDPNow model"
X Link 2025-03-26T23:43Z 398.1K followers, 476.5K engagements

"On March [--] the #GDPNow model nowcast of real GDP growth in Q1 [----] is -1.8%; the alternative model forecast which adjusts for imports and exports of gold is 0.2%: #ATLFedResearch Download our EconomyNow app or go to our website for the latest GDPNow nowcast: https://bit.ly/2TPeYLT https://bit.ly/32EYojR https://bit.ly/2TPeYLT https://bit.ly/32EYojR"
X Link 2025-03-26T16:10Z 94.7K followers, 547.6K engagements

"Past historians already warned us .πŸ‘‡ .but everyone that learned the lesson the hard way the last time was dead by the time western policymakers began believing in "The End of History" post-1992 so now we will all learn the lesson the hard way again.πŸ€·β™‚ #FourthTurning Future historians will struggle to explain how a democratic system could produce outcomes so at odds with what the electorate actually wanted. Future historians will struggle to explain how a democratic system could produce outcomes so at odds with what the electorate actually wanted"
X Link 2025-05-31T15:30Z 398.1K followers, 255.5K engagements

"Future historians will struggle to explain how a democratic system could produce outcomes so at odds with what the electorate actually wanted. The Telegraph leads on data I obtained via Freedom of Information - we are now spending a billion a month on UC benefits for overseas nationals and even then . (1/2) https://t.co/QBx3enB3Sr The Telegraph leads on data I obtained via Freedom of Information - we are now spending a billion a month on UC benefits for overseas nationals and even then . (1/2) https://t.co/QBx3enB3Sr"
X Link 2025-05-31T13:22Z 389.6K followers, 585.8K engagements

"Signpost πŸ‘‡. Giant flashing signpost. Lets watch. Via @Nutterproject"
X Link 2025-04-07T20:02Z 398.1K followers, 292.2K engagements

"$1.4B Fartcoin is what you get when the "risk free" asset underpinning the entire banking & currency system is a bond issued by an insolvent govt w/debt of 7x revenues off-bal sheet liabs of 20-30x revenues peacetime deficits of 7% of GDP that has not run a surplus in [--] yrsπŸ€·β™‚ For anyone who thinks todays markets are just normal I remind you that the market cap of Fartcoin is still $1.4B. For anyone who thinks todays markets are just normal I remind you that the market cap of Fartcoin is still $1.4B"
X Link 2025-07-27T20:23Z 398.1K followers, 266K engagements

"For anyone who thinks todays markets are just normal I remind you that the market cap of Fartcoin is still $1.4B"
X Link 2025-07-27T17:58Z 167.7K followers, 443.4K engagements

"Thanks for having me on to talk economics @TuckerCarlson Really enjoyed the conversation. Im told clips of the interview will air tomorrow night at 8p full interview streams Thursday on Fox Nation. @TuckerToday"
X Link 2022-05-03T20:48Z 398.1K followers, [----] engagements

"Gold I mean BTC is once again proving itself to be a volatile bubble. Only Reichsmarks I mean USDs represent the full faith & credit of a government that just lost a war & owes 2-4x GDP in hard currency-denominated war reparations I mean Social Security & Medicare/Medicaid"
X Link 2024-11-25T17:45Z 398.1K followers, 134.5K engagements

"Low tariffs on the worlds factories were part and parcel of the post-1971 structure of USD reserve status. Now that US tariffs are no longer low the next shoe to drop will be a change to the post-1971 structure of USD reserve status. #Gold"
X Link 2025-04-02T21:42Z 398.1K followers, 196.4K engagements

"US Election [----] πŸ‘‡"
X Link 2024-08-17T15:51Z 398.1K followers, 147.3K engagements

"Disagree. The biggest threat to the USD being used as a reserve currency is spending $30T in borrowed money pursuing galactically stupid foreign economic & trade policies since [----]. BTC is simply the marking-to-market of that historical (& prospective) fiscal stupidity. University of Pennsylvania professor says The biggest threat to the dollar being used as a reserve currency is #Bitcoin πŸ‘€ https://t.co/IeVrfA9sKz University of Pennsylvania professor says The biggest threat to the dollar being used as a reserve currency is #Bitcoin πŸ‘€ https://t.co/IeVrfA9sKz"
X Link 2024-12-09T23:09Z 398.1K followers, 150.7K engagements

"University of Pennsylvania professor says The biggest threat to the dollar being used as a reserve currency is #Bitcoin πŸ‘€"
X Link 2024-12-09T23:00Z 21.7K followers, 185.5K engagements

"Tax unrealized capital gains does roll off the tongue a whole lot nicer than Seizing assets from wealthy Americans like we seized Russian FX reserves. I like the Biden-Harris proposal to tax unrealized capital gains. For any given level of capital taxation it's more efficient & fair to tax unrealized gains reduces lock in & tax planning. The proposal does a thoughtful job of addressing tricky implementation issues. I like the Biden-Harris proposal to tax unrealized capital gains. For any given level of capital taxation it's more efficient & fair to tax unrealized gains reduces lock in & tax"
X Link 2024-08-31T20:32Z 398.1K followers, 146.5K engagements

"I like the Biden-Harris proposal to tax unrealized capital gains. For any given level of capital taxation it's more efficient & fair to tax unrealized gains reduces lock in & tax planning. The proposal does a thoughtful job of addressing tricky implementation issues"
X Link 2024-08-31T18:04Z 187.6K followers, 1.5M engagements

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