@PolemicTMM Avatar @PolemicTMM Polemic Paine

Polemic Paine posts on X about gold, money, fund, if you 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 33.94% countries 7.34% technology brands 6.42% stocks 4.59% cryptocurrencies 4.59% social networks 2.75% travel destinations 1.83% automotive brands 1.83% financial services 0.92%

Social topic influence gold 7.34%, money 6.42%, fund 5.5%, if you 5.5%, inflation 5.5%, silver 4.59%, crypto 3.67%, in the 3.67%, bitcoin 3.67%, pay 3.67%

Top accounts mentioned or mentioned by @richmondie @saadmaan15 @xgeorgecooper @therealjamiekay @swautobody @koenfucius @albacapmgmt @landatthebottom @geraldashley @markdampier @bbcworld @rollinghedge @bolderstonmark @dailymail @pijoe1212 @maneyakoubian @bo66ie29 @fd @almurray @edgecgroup

Top assets mentioned Bitcoin (BTC) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL)

Top Social Posts

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

"It would appear that whichever general E.M. Far East fund you buy you'll end up 15-20% long of the single company Taiwan Semiconductor Manufacturing co"
X Link 2026-01-28T20:41Z 20.8K followers, [---] engagements

"Today's post. Triggered by Carney's speech "Liberalism is a luxury good". Liberalism wasnt a moral breakthrough. It was a luxury good. Affordable under surplus. Sustained by asymmetry. Prolonged by credit. https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good"
X Link 2026-01-30T08:12Z 20.8K followers, [----] engagements

"Silver. Gold and other memes. High volatility. Big intraday ranges. Fast percentage moves. That isnt strength. Its stretch. Markets dont do that when theyre healthy. They do it when theyre leveraged and unstable. The drop arrives and the tells appear instantly. First reflex - blame. JP Morgan did it. It was unfair. Someone pushed the market. Translation: over-positioned and confused. Markets dont need villains when bets are wrong. Second tell - misdirection. Bitcoin dumps hard and barely gets a mention. Silver gets the hysteria. Not because it matters more. Because thats where the leverage"
X Link 2026-01-31T17:04Z 20.8K followers, [----] engagements

"Today's Post Roman coins as the new gobal currency. A lighthearted interlude to market carnage. Considering roman coins as the new crypto backing. https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency"
X Link 2026-02-02T09:27Z 20.8K followers, [----] engagements

"Today's bonus Post Gold - musings on whether to buy Swamped by the BBC turn signal . They are back after showing us the top by showing us the bottom. https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd"
X Link 2026-02-02T11:40Z 20.8K followers, [----] engagements

"Store request. Stop compelling me at checkout to select whether I want to donate to your chosen charity. I dont ask you to knock money off my bill so I can donate it to mine. I chose you for shopping not sermons. I have agency. I donate when and to whom I choose. Keep checkout neutral. https://twitter.com/i/web/status/2018775184216388078 https://twitter.com/i/web/status/2018775184216388078"
X Link 2026-02-03T19:54Z 20.8K followers, [----] engagements

"Today's post Ask Why Five Times. Chain of 80% maybes rhetoric turns it into 100% must. Probability crashes. Confidence explodes. Break the loop where preference becomes sacred law. Conclusions should earn certainty not inherit it. https://polemicpaine.substack.com/p/ask-why-five-times https://polemicpaine.substack.com/p/ask-why-five-times"
X Link 2026-02-05T14:21Z 20.8K followers, [----] engagements

"I've long been a proponent of tunnelling to under the peak of Everest and installing a lift. Nothing more galling for hard core mountaineers than finding a load of tourists at the top. China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl"
X Link 2026-02-06T10:16Z 20.8K followers, [----] engagements

"@bolderston_mark Does it have the crank handle start still"
X Link 2026-02-06T20:59Z 20.7K followers, [---] engagements

"@TheRealJamieKay Granary rather than white sliced toast"
X Link 2026-02-07T08:53Z 20.8K followers, [---] engagements

"@swautobody @TheRealJamieKay nothing to do with health Taste and texture - if i wanted health I'd go for that god awful brown wholemeal cardboard stuff"
X Link 2026-02-07T11:59Z 20.8K followers, [--] engagements

"Is $40 billion the world record for fat finger trade errors"
X Link 2026-02-07T23:34Z 20.8K followers, [----] engagements

"@DailyMail The document issued by the United States Attorney's Office for the Southern District of New York. Very Chuck Rhodes Billions TV series"
X Link 2026-02-08T09:41Z 20.8K followers, [----] engagements

"Winter Olympics beats Summer Olympics by miles for excitement though curling is a bit of a test of viewer endurance. Lawn bowls on ice"
X Link 2026-02-08T14:23Z 20.8K followers, [----] engagements

"First sacrifice to the Gods. A bit 'take my firstborn' but spare me from Mr. S. KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS"
X Link 2026-02-08T14:25Z 20.8K followers, [----] engagements

"@pijoe1212 It is. That is why I see TW as a test of policies and its valuation as a twist between reserves dead in the ground and real cash flows produced by extraction and sale"
X Link 2026-02-08T16:39Z 20.8K followers, [--] engagements

"Weekend post on #Tungsten if you missed it. Includes a look at whether the UK is serious about strategic reserves or is playing accounting tricks. #TUN Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://t.co/zP4jUnXJLu Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy"
X Link 2026-02-09T08:25Z 20.8K followers, [----] engagements

""New economic data reveals that Russias GDP expansion rate slid from [---] per cent in [----] to [--] per cent in [----] and projections indicate that this sluggish growth trajectory will persist into 2026" Vs UK United Kingdom GDP growth 2024: 0.50.7% 2025: 1.01.3% [----] (projection): 1.31.6% https://twitter.com/i/web/status/2020935709381566755 https://twitter.com/i/web/status/2020935709381566755"
X Link 2026-02-09T18:59Z 20.8K followers, [---] engagements

"Here we go - Vietnamese traffic (no)management evolves naturally from over-control in the Netherlands. It's safer Hanoi traffic mentioned here thanks @SaadMaan15 for the tip off. https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte moins d'accidents qu'ailleurs. #JT20h https://t.co/F8qZ0OtjNF https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte"
X Link 2026-02-10T08:41Z 20.8K followers, [----] engagements

"Perhaps Google's 100yr issue is the ultimate debasement trade. 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment boom according 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment"
X Link 2026-02-10T13:21Z 20.8K followers, [----] engagements

"Today's post - How to Force the Change - The Energy System Example [--] of [--] on UK stagnation -Parallel paths -Make change competitive with existing systems. -GBE is unaccountable. This makes it so #NetZero #Energy https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart"
X Link 2026-02-11T08:23Z 20.8K followers, [---] engagements

"I'd wager that when these things are dug up in [----] years time the archaeologists will say they were for religious ceremonies. Just as archaeologists do today to explain anything they don't otherwise understand. Whether you count renewables as a religion is immaterial. It can take over [----] tons of concrete and [--] tons of steel rebar to form the foundation of a windmill. That windmill might live [----] years but its foundation will outlast our maps our language and probably our species memory of why it was poured. https://t.co/HY0xa49qpx It can take over [----] tons of concrete and [--] tons of"
X Link 2026-02-11T23:21Z 20.8K followers, [----] engagements

"@koenfucius @ManeYakoubian Abattoirs"
X Link 2026-02-12T06:53Z 20.8K followers, [---] engagements

"Can we assume that those laying into Jim Ratcliffe for speaking on UK affairs though not residing in the UK are silent on US politics for the same reason"
X Link 2026-02-12T07:33Z 20.8K followers, [----] engagements

"@bo66ie29 What they had. What we have"
X Link 2026-02-12T08:03Z 20.8K followers, [----] engagements

"@ALBACapMgmt @landatthebottom I'm sure you are well connected but if you need any tips DM me"
X Link 2026-02-13T08:09Z 20.8K followers, [--] engagements

"@SaadMaan15 @Gerald_Ashley @MarkDampier @xGeorgeCooper And the higher they set it the more haming amd the higher they set it. Will tend to 100% then blow up. That's the thought experiment conclusion"
X Link 2026-02-14T15:38Z 20.8K followers, [--] engagements

"Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story"
X Link 2026-01-31T19:32Z 20.8K followers, [----] engagements

"Episode [--] confirms. BBC's 'Industry' S4 is totally the Wirecard story. Hope @FD was paid royalties Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story. Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story"
X Link 2026-02-04T19:58Z 20.8K followers, [----] engagements

"@Gerald_Ashley @MarkDampier @xGeorgeCooper We could rent loss making positions to netherland residents. And charge rent to hold their profit making ones. Going to be A LOT of offshore companies set up and co.s moving hq offshore"
X Link 2026-02-14T14:39Z 20.8K followers, [--] engagements

"@almurray Add it to the current lexicon of journalistic S.I. units that includes swimming pools (always olympic size) tennis courts football pitches Belgiums Waleses elephants london buses Eiffel towers and jumbo jets"
X Link 2026-01-25T12:38Z 20.8K followers, [----] engagements

"I am always horrified at the signs saying nothing must be taken from the local council tip. Taking stuff FROM the tip is the purest and most efficient form of recycling. Safety blah blah whatever. But we are from a generation where we'd climb [--] high stacks of cars in junk yards to reclaim car parts. https://twitter.com/i/web/status/2020459245024477578 https://twitter.com/i/web/status/2020459245024477578"
X Link 2026-02-08T11:26Z 20.8K followers, [----] engagements

"Today's post Tungsten Balls-up Part [--] - The Squeeze continues Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d"
X Link 2026-02-07T17:27Z 20.8K followers, [----] engagements

"The people whose jobs are most under threat from AI are the people on LinkedIn. If your career depends on broadcasting competence to other humans rather than producing measurable output you are describing an intermediation layer which AI will eat alive"
X Link 2026-02-12T15:00Z 20.8K followers, [----] engagements

"@richmondie @BBCWorld Scared Bollocks. I m flattered that you think i am influential enough to change things amd If i thought i were i would. I'm just not"
X Link 2026-02-15T10:44Z 20.8K followers, [--] engagements

"@EdgeCGroup How does a bear market end There's no one left to find out"
X Link 2026-02-15T23:55Z 20.8K followers, [---] engagements

"Thats it. I promise never to turn on BBC News again. Top UK story: the missing mother of someone in a country thousands of miles away who we have never heard of. Have you really nothing more local or is it cheaper just to stream US news to us rather than create your own content"
X Link 2026-02-14T20:42Z 20.8K followers, 32.5K engagements

"Attn @BBCWorld Please act on the above as @richmondie is convinced my intervention will change your policy towards over attention on US events. Thank you Ps please let me know if this will indeed change your focus. Pp"
X Link 2026-02-15T10:48Z 20.8K followers, [----] engagements

"Todays post Taxing the Bezzle - Dutch Style The Netherlands just passed a catastrophic tax experiment - 36% annual tax on UNREALIZED gains (effective 2028) Key problems: Pay cash on paper gains Losses aren't refunded Kills long-term investing Two-tier system Tax on financial illiteracy Endgame: Rich leave. Revenue disappoints. Everyone loses. https://polemicpaine.substack.com/p/taxing-the-bezzle-dutch-style https://polemicpaine.substack.com/p/taxing-the-bezzle-dutch-style"
X Link 2026-02-16T07:35Z 20.8K followers, [----] engagements

"@Alea_ The Renault of defence"
X Link 2026-02-16T11:03Z 20.8K followers, [--] engagements

"Today's post: When Capital Leaves the Dollar and Returns as Inflation Capital doesnt flee fiat in one line. It forks. One route is direct debasement. The other is anticipatory capital flight into real inputs. That second route reprices raw materials first feeds inflation later and leaves central banks staring at the wrong dashboard. Finishes with the inflation hedge that hasn't yet moved. https://polemicpaine.substack.com/p/when-capital-leaves-the-dollar-and https://polemicpaine.substack.com/p/when-capital-leaves-the-dollar-and"
X Link 2026-01-29T12:50Z 20.7K followers, [----] engagements

"@7Kiwi Government bails out the green jobs that it promised would thrive"
X Link 2026-01-29T14:33Z 20.7K followers, [---] engagements

"@Econoclasts @EuroBriefing GDP error It doesn't equate to global influence. Surplus does so better https://open.substack.com/pub/polemicpaine/p/gdp-not-a-measure-of-global-influence https://open.substack.com/pub/polemicpaine/p/gdp-not-a-measure-of-global-influence"
X Link 2026-01-29T15:22Z 20.7K followers, [---] engagements

"Gold and silver commentary is about to go full Bitcoin. Self off was always coming. Buy the dips. Long-term buy short-term correction. Could go lower. Doesnt matter. Beliefs wont adjust. Theyll just polarise. You all know the script. Faith assets behave the same way every time https://twitter.com/i/web/status/2017173433507868952 https://twitter.com/i/web/status/2017173433507868952"
X Link 2026-01-30T09:49Z 20.7K followers, [----] engagements

"@Manu_CB Don t hey me wrong. I m long term positive on both. But rate of change commentary prifile and bbc indicators leave me thinking temporal dissonance is rife so we have all the leveraged momo fomo punters nuked first"
X Link 2026-01-30T10:29Z 20.7K followers, [---] engagements

"So gold and silver fell and everyone is reacting as though the world has ended. It's simply been pace of change not relative change that has everyone screaming. We are back where we were earlier this month. So what And it was totally predictable. Stop whining"
X Link 2026-01-30T23:37Z 20.7K followers, [----] engagements

"BBC turn indicator is on a roll First Gold and then they nail dollar to the day (yesterday 30th) 'If the BBC headline a financial markets story it's over' H/T @John_Stepek https://www.bbc.co.uk/news/articles/czjg2rlyvyzo https://t.co/iUxW4nO7hd https://www.bbc.co.uk/news/articles/czjg2rlyvyzo https://t.co/iUxW4nO7hd"
X Link 2026-01-31T14:49Z 20.7K followers, [----] engagements

"@david_h0s Look at the size of those windows too. Eco reg boxes of grimness"
X Link 2026-01-31T18:02Z 20.7K followers, [---] engagements

"@adwooldridge Agree as per yesterday's post. Liberalism relies on illiberalism to keep it afloat. https://open.substack.com/pub/polemicpaine/p/liberalism-was-a-luxury-good https://open.substack.com/pub/polemicpaine/p/liberalism-was-a-luxury-good"
X Link 2026-01-31T18:38Z 20.7K followers, [---] engagements

"User CBA question. Do I need to be an expert on how AI works and expound on its future impact on humanity or can I just get on and use it to make my life easier Hoping for the latter please"
X Link 2026-02-01T00:37Z 20.7K followers, [----] engagements

"@ysidro72 Yes. I think if you get out your electron microscope you might find some other areas of criticism"
X Link 2026-02-01T09:21Z 20.7K followers, [--] engagements

"Today's post. Well that didn't take long. Looking at the silver and gold falls but more ar the lessons from the commentary surrounding them. And oil. Refs previous posts. https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn https://polemicpaine.substack.com/p/silver-first-favourite-to-fall https://polemicpaine.substack.com/p/well-that-didnt-take-long https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn"
X Link 2026-02-01T09:28Z 20.7K followers, [---] engagements

"Today's post. Well that didn't take long. Looking at the silver and gold falls but more at the lessons from the commentary surrounding them. And oil. Refs previous posts. https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn https://polemicpaine.substack.com/p/silver-first-favourite-to-fall https://polemicpaine.substack.com/p/well-that-didnt-take-long https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn"
X Link 2026-02-01T09:54Z 20.7K followers, 13.6K engagements

"@DMcWilliams_UK I haven't yet seen a PPE produce any sensible E even if they spout fountains of the P+P. Yours PP. (I ought to write crossword clues)"
X Link 2026-02-01T21:12Z 20.7K followers, [--] engagements

"Busy start to the day. Switching back into the shiny falling knives. Gold and PM miners. Taking profit on last week's BBC sell signal. https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn"
X Link 2026-02-02T08:25Z 20.7K followers, [----] engagements

"Keir Starmer is like a WhatsApp chat with disappearing messages set to [--] hours. No memory retained. Built for plausible deniability. This is the excoriating rebuke of Peter Mandelson that Keir Starmer delivered today at Cabinet. 'Appalled'; 'disgraceful' 'let his country down' 'gobsmacking'. Can anyone remember a Prime Minister ever being so openly critical of someone they appointed as an ambassador https://t.co/Y1sYqHdPqO This is the excoriating rebuke of Peter Mandelson that Keir Starmer delivered today at Cabinet. 'Appalled'; 'disgraceful' 'let his country down' 'gobsmacking'. Can anyone"
X Link 2026-02-03T17:23Z 20.7K followers, [----] engagements

"By my reckoning this is the 145th day that the 3rd phase of the gibbous moon of the SPX was 76.56% higher than its close on an Ash Wednesday when oil made a high against the Vietnamese dong in a triple sulco double-top bull. What a finish In other words. wtf are you talking about. Or. 'do i buy it or sell it' Or.let's cut the crap just send me your money. 😀😀😀😘 https://twitter.com/i/web/status/2018827411102584962 https://twitter.com/i/web/status/2018827411102584962"
X Link 2026-02-03T23:22Z 20.7K followers, [---] engagements

"Post from December on the over focus on US markets especially in respect to small investors. EM is neglected. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based"
X Link 2026-02-05T08:39Z 20.7K followers, [----] engagements

"Vietnam improving access to its stock market. @PolemicTMM https://t.co/uDnammbDme @PolemicTMM https://t.co/uDnammbDme"
X Link 2026-02-05T12:52Z 20.7K followers, [----] engagements

"Treating Saylor's Strategy stock as an option on bitcoin is less valid than treating bitcoin price as an option on bitcoin"
X Link 2026-02-05T23:38Z 20.7K followers, [----] engagements

"@TheSecretAcct I think they'll all vanish leaving Tether as the one true crypto shadow currency. It's reached escape velocity via its real assets (treasuries/gold etc). It doesn't need bitcoin anymore"
X Link 2026-02-06T08:31Z 20.7K followers, [---] engagements

"Investing is trading without a stop loss. Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8 Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8"
X Link 2026-02-06T08:47Z 20.7K followers, [----] engagements

"@PiQSuite Indeed. But it's changing shape as to its position in crypto land. Less crypto and more "Bank to the grey market""
X Link 2026-02-06T12:06Z 20.7K followers, [---] engagements

"@steventduffy For lack of lifts up everest"
X Link 2026-02-06T12:07Z 20.7K followers, [--] engagements

"Time for my annual check. Has anyone found a use for Bitcoin yet"
X Link 2020-05-25T21:47Z 20.8K followers, [----] engagements

"Everyone hates US dollars until all of a sudden they need them to pay their margin calls"
X Link 2020-08-11T20:09Z 20.8K followers, [---] engagements

"I have a suspicion that a Biden win will see stocks do the reverse 48hrs of the Trump win. Big spike up - then a long fall"
X Link 2020-10-18T18:20Z 20.8K followers, [---] engagements

"I see so many examples of 'loss by complexity' brought on by a belief that the more complex the trade the less likely anyone else is ahead on it. If you think oil is going up the simplest way to make money is not to buy a 3mth call spread in Nok/jpy. It's just to buy oil"
X Link 2020-11-03T17:48Z 20.8K followers, [---] engagements

"Boris Johnson would be a diabolical trader. He gets married to his positions and hits his stop losses far too late"
X Link 2020-12-20T13:51Z 20.8K followers, [---] engagements

"Fund managers aren't launching ESG funds to save the world. It's to increase AUM with the bonus of excusing underperformance as being due to client's ESG demands. 'Surely sir can afford to pay us to save the world' Next up - kitten hostage funds. Invest or the kitten gets it"
X Link 2020-12-28T13:56Z 20.8K followers, [---] engagements

"2020 has marked new highs in really stupid people telling us why really clever people are wrong"
X Link 2020-12-30T16:49Z 20.8K followers, [---] engagements

"Thank you to whoever produced tonight's Boris Bingo card Eyes down at 8pm"
X Link 2021-01-04T17:44Z 20.8K followers, [---] engagements

"So. If I go to the pub wearing full PPE a vaccine passport proof of funds available with 6mths statements to prove it isn't money laundered my own hospital bed respirator medications and full ITU team of docs and nurses can I THEN order a beer"
X Link 2021-02-21T10:39Z 20.8K followers, [---] engagements

"Ether $ETH is down 20% since you said this. As I have no position in it could you send my profit to me please If you don't own Ether $ETH you are short Ether. Few understand this. If you don't own Ether $ETH you are short Ether. Few understand this"
X Link 2021-02-26T23:26Z 20.8K followers, [---] engagements

"Those who push hardest for new forms of money are those who want more of existing forms of money"
X Link 2021-02-28T08:06Z 20.8K followers, [---] engagements

"If Nomura has dropped $2 billion on mismatch between execution on margin call and/or remaining contractual risk then the knock on effect is going to be every Prime Broker credit debt going loopy and tightening on margin requirements This could be the great deleveraging"
X Link 2021-03-29T00:27Z 20.8K followers, [---] engagements

"Markets are going to need a new thing. ESG - done Post covid growth - done Renewables - done Electrification - done Space - done Inflation - done Crypto - done Biotech - done Leverage on all the above - done What's the next big thing that you're sure no one has spotted"
X Link 2021-04-08T11:07Z 20.8K followers, [---] engagements

"@RampCapitalLLC Selection by random draw rather than ability. 'Dear xxx you have been chosen to represent your country in High Jump" The Olympics would be a laugh"
X Link 2021-07-07T22:00Z 20.8K followers, [---] engagements

"Whilst Russian gas is GERMANYS CHANCELLOR MERKEL: NUCLEAR ENERGY IS NOT SUSTAINABLE IN THE LONG TERM. GERMANYS CHANCELLOR MERKEL: NUCLEAR ENERGY IS NOT SUSTAINABLE IN THE LONG TERM"
X Link 2021-07-22T10:32Z 20.8K followers, [---] engagements

"EV home chargers to turn off for 9hrs to prevent blackouts Sell the EV dream of ease of use. Realise there isn't enough electricity. Throttle supply to charge them. . Except to public chargers who are charging you 5x as much for it. #RealityDawning https://www.thetimes.co.uk/article/4ef85eba-133f-11ec-a8a6-db0b408d06d6 https://www.thetimes.co.uk/article/4ef85eba-133f-11ec-a8a6-db0b408d06d6"
X Link 2021-09-12T10:12Z 20.8K followers, [---] engagements

"Twitter misses the big boring bit in the middle. Because it's boring. But it's where most of the money is made"
X Link 2021-09-23T19:32Z 20.8K followers, [---] engagements

"Very little bank research left worth reading. Middle mass is look back and anything look forward is planted in mid herd to avoid attack. Anything controversial is now snuffed out by corp thought police. Bank value is execution only and that'll be finteched away. Game over"
X Link 2021-11-25T13:50Z 20.8K followers, [---] engagements

"Bonds down equities down inflation up. Forget investing the best trade is to get a job"
X Link 2022-04-12T08:07Z 20.8K followers, [---] engagements

"Price caps do not solve energy crises. They create rationing"
X Link 2022-06-23T18:22Z 20.8K followers, [---] engagements

"Good inflation hedge is to have a job. Better inflation hedge is to have a job with inflation linked pay Best inflation hedge is to work for the European Parliament with inflation linked pay large inflation linked pensions and near [--] chance of being fired https://www.politico.eu/article/eu-diplomat-push-back-parliament-budget/ https://www.politico.eu/article/eu-diplomat-push-back-parliament-budget/"
X Link 2022-07-13T16:29Z 20.8K followers, [---] engagements

"'No EU commissioner was (or will be) harmed in the making of this energy disaster' The total failure of Europe's energy policy risks the collapse of the European Union The total failure of Europe's energy policy risks the collapse of the European Union"
X Link 2022-08-22T22:55Z 20.8K followers, [---] engagements

"@JavierBlas Masterful trolling of the EU by Mr P. What next "Bats and/or great crested newts spotted near by. Have to suspend operations as they may disturb them" (Works in the UK as a reason to halt everything)"
X Link 2022-09-02T19:08Z 20.8K followers, [---] engagements

"UK is NOT Greece [----] but every trick used against Greece by the global institutions is being wheeled out as they have another Trump moment panic. Summers IMF cue up moodies FT in orgasmic overdriveto embarrass Truss to Uturn as her policy goes against their plan. #SoBrexit"
X Link 2022-09-28T08:00Z 20.8K followers, [---] engagements

"Been out with a friend who is board member of a UK pension fund and advisor to many others. LDI was an allowable risk. So everyone took it as a way to leverage to make underfunded liabilities look funded. Pushed by the structure creators and backed by the big consultants"
X Link 2022-09-28T21:33Z 20.8K followers, [----] engagements

"Heads should roll on this one. [--] years of regulators draconian clamping down on risk in all other sectors of banking and fund mamagdment and this happens in pretty clear sight. DB pensions are bot FCA. Pensions regulator. But it's suited everyone to hide the pension problem"
X Link 2022-09-28T21:33Z 20.8K followers, [---] engagements

"Friend last week attended a pension fund conference. She was amazed that everyone seemed keen to speak about environment social and goverance alongside diversity and compliance. No one really spoke about making the clients any money"
X Link 2022-11-03T22:29Z 20.8K followers, [---] engagements

"Prediction. One day we'll look back and see that the Truss/KK plan was in reality the only path on offer out of the economic swamp the UK is inexorably heading deeper into. BoE and current Tory plans are the morphine of palliative care rather than cure"
X Link 2022-11-04T11:10Z 20.8K followers, [----] engagements

"BoJ arrive at the global bond party"
X Link 2022-12-21T08:57Z 20.8K followers, 72.4K engagements

"Recession. It'll be a recession for financial assets but not for jobs. We are seeing the switch of wealth growth from doing nothing and hoping everyone elses activity will make you richer to one where YOU have to work to increase your wealth. Best inflation hedge A job"
X Link 2023-03-02T06:43Z 20.8K followers, 36K engagements

"Room service So Mrs P had the hotel burger at [--] whilst I had a lump of fresh tuna bought in the local Tahitian market for [--] sliced up to sashimi served with a bottle of kikoman washed down with Cointreau. Heaven (It's my holiday I'll do what I want)"
X Link 2023-03-22T06:14Z 20.8K followers, 33.5K engagements

"Didn't Reeves start her speech with a big dig directed at the Gilt move during the [----] mini-budget She's managed this rise in gilt yields all by herself without any help from pension fund over-leverage LDI unwind. The Gilt Market hates the OBR report on Reeves' Budget. Long yields up 20bp from lows of the day. @EdConwaySky @faisalislam https://t.co/xg0jgESd4g The Gilt Market hates the OBR report on Reeves' Budget. Long yields up 20bp from lows of the day. @EdConwaySky @faisalislam https://t.co/xg0jgESd4g"
X Link 2024-10-30T15:17Z 20.8K followers, 15.3K engagements

"@ecb Don't fall for this. You do not need a digital currency which comes with social control to cure a poor payments system"
X Link 2024-11-01T09:04Z 20.8K followers, [----] engagements

"The F-35 EXPORT. Trump: We'll sell our allies toned down military planes because someday maybe they're not our allies https://t.co/AnmsahRorf Trump: We'll sell our allies toned down military planes because someday maybe they're not our allies https://t.co/AnmsahRorf"
X Link 2025-03-21T18:12Z 20.8K followers, 14.3K engagements

"@BorisJohnson You were Prime Minister when this happened. Had every lever of state at your disposal. Did nothing. Now you expect others to do what you couldnt be bothered to. Have you no shame"
X Link 2025-03-22T08:36Z 20.8K followers, [----] engagements

"ChatGPT's UK budget when asked to come up with one to drive growth. 👇 ------ Heres a budget proposal designed to stimulate a boom in the UK economy. Each measure is specific targeted and aims to balance growth with fiscal responsibility. [--]. Cut Employer National Insurance Contributions (NICs) Proposal: Reduce employer NICs from 13.8% to 10% and raise the Secondary Threshold from [----] to [-----] to lower hiring costs. Rationale: Reducing payroll taxes encourages businesses to hire invest in staff and expand operations. Lowering NICs has a direct impact on job creation especially for SMEs. ---"
X Link 2025-03-25T12:40Z 20.8K followers, 31.7K engagements

"@MichaelAArouet Ha Leaving no space for neighbouring drivers to get in but not caring because you don't have to get in or out yourself"
X Link 2025-03-29T11:55Z 20.8K followers, 15.5K engagements

"Bad interviewing. The key question wasn't asked. Miliband is right that the tax rate on North Sea producers doesn't alter the cost we pay for oil and gas. But that point is to do with domestic revenue and security. The key question that wasn't asked is. "Ok so if every country pays the same for oil and gas as you argue how come the UK consumer pays [--] times as for energy as those in other countries""
X Link 2025-04-24T09:05Z 20.8K followers, 21.3K engagements

""This island is made mainly of coal and surrounded by fish. Only an organizing genius could produce a shortage of coal and fish at the same " Aneurin Bevan [--] May [----] @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic. @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic"
X Link 2025-05-20T06:09Z 20.8K followers, 10.4K engagements

"Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I"
X Link 2025-07-02T21:45Z 20.8K followers, 42.6K engagements

"Lest we forget. How they laughed Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV"
X Link 2025-10-24T11:25Z 20.8K followers, 35.1K engagements

"Awww. They changed the headline overnight"
X Link 2025-10-29T07:10Z 20.8K followers, 117.5K engagements

"Today's substack post TUNGSTEN BALLS-UP https://polemicpaine.substack.com/p/tungsten-balls-up https://polemicpaine.substack.com/p/tungsten-balls-up"
X Link 2025-12-23T08:19Z 20.8K followers, 18.6K engagements

"Next phase - Inflation is coming via raw material prices"
X Link 2026-01-28T21:35Z 20.8K followers, [----] engagements

"@paulkrugman This is the 1st cited reference I have received from a Nobel Laureate and I will wear it with pride even if just twitter. Thx"
X Link 2016-11-02T16:19Z 20.8K followers, [---] engagements

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