@trapping_value Trapping ValueTrapping Value posts on X about silver, $tto, $slv, $pslv the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 39.71% stocks 27.94% cryptocurrencies 8.82% currencies 7.35% technology brands 4.41% travel destinations 2.94% countries 1.47% financial services 1.47%
Social topic influence silver 7.35%, $tto 5.88%, $slv 5.88%, $pslv 5.88%, dividend 4.41%, $spy 4.41%, $aoa 4.41%, money 4.41%, $vnq 4.41%, reit 4.41%
Top accounts mentioned or mentioned by @alphafortuna10 @tsxman @nuggetcapital @hussmanjp @jeffweniger @leadlagreport @jackfarley96 @markungewitter @garysavage1 @robertclayson3 @chrisinmontreal @nestbetter @rodbhar @ronmortgageguy @wowacanada @tavicosta @benrabidoux @mrderivatives @cdinewsletter @neilksethi
Top assets mentioned SPDR S&P [---] ETF Trust (SPY) Suncor Energy, Inc. (SU) Imperial Oil Limited (IMO) Canadian Natural Resources Limited (CNQ) Cenovus Energy Inc. (CVE) Enbridge, Inc (ENB) Barrick Gold Corp. (GOLD) Rogers Communications, Inc. (RCI) PAN American Silver Corp (PAAS) Coeur Mining, Inc. (CDE) Hecla Mining Company (HL) Blue Owl Capital Corporation (OBDC) Main Street Capital Corporation (MAIN) Morgan Stanley Direct Lending Fund (MSDL) Golub Capital BDC, Inc. (GBDC) Runway Growth Finance Corp. (RWAY) Blackstone Secured Lending Fund (BXSL) FS KKR Capital Corp. Common Stock (FSK) Ares Capital, Corp. (ARCC) Telus Corporation (TU) BCE, Inc. (BCE) Verizon Communications Inc. (VZ) AT&T Inc. (T) NextEra Energy Inc (NEE) NextEra Energy Partners, LP (NEP) PIMCO Dynamic Income Fund (PDI) Blackstone Mortgage Trust, Inc. (NEW) (BXMT) Blackstone, Inc. (BX) Veno Finance (VNO) SL Green Realty Corp. (SLG) Brookfield Infrastructure Partners L.P. Limited Partnership Units (BIP) Brookfield Infrastructure Corporation Class A Subordinate Voting Shares (BIPC) Brookfield Asset Management Inc (BAM) Hormel Foods Corp (HRL) Royal Gold Inc (RGLD) Newmont Corporation (NEM) National Retail Properties, Inc. (NNN) Broadstone Net Lease, Inc. (BNL) Universal Currency (UNIT) American Tower Corp (AMT) Crown Castle Inc (CCI) SBA Communications Corporation (SBAC) Crafting Finance (CRF)
Top posts by engagements in the last [--] hours
"First trade out $BCE.TO $T.TO $RCI http://www.trappingvalue.ca/trade-alert-1/ http://www.trappingvalue.ca/trade-alert-1/"
X Link 2025-12-15T19:06Z [---] followers, [---] engagements
"Don't know what the hype is about Tourmaline. They used to be able to grow at a low cost but recent guidance has not been good. They are also quite expensive vs what you can get elsewhere. Glad I am out $TOU.TO"
X Link 2026-01-09T23:38Z [---] followers, [---] engagements
"Manipulation This Manipulation That. The truth is less exciting but also a lot more scary for the silver bulls $SLV $PSLV https://seekingalpha.com/article/4864930-silver-shanghai-surprise https://seekingalpha.com/article/4864930-silver-shanghai-surprise"
X Link 2026-02-02T19:30Z [---] followers, [---] engagements
"Silver inventories won't run out. No matter how much you scream "manipulation" and "cornering the cartel". $SLV $PSLV $SIL $SILJ $PAAS $CDE $HL https://seekingalpha.com/article/4867226-silver-comex-inventories-wont-be-running-out https://seekingalpha.com/article/4867226-silver-comex-inventories-wont-be-running-out"
X Link 2026-02-06T17:50Z [---] followers, [---] engagements
"Worried about BDCs and SAAS Don't be. $OBDC $PNNT $MSDL $BXSL $ARCC $FSK $GBDC $TPVG $OCSL $MAIN $RWAY $CSU.TO $OPENAI https://www.trappingvalue.ca/saas-bdc-thoughts-trade-alert-11/ https://www.trappingvalue.ca/saas-bdc-thoughts-trade-alert-11/"
X Link 2026-02-07T15:38Z [---] followers, [---] engagements
"From Dec [--] update "In our view that "return to NAV" is absolutely not happening. In fact it is very hard to even make the case for a return to $20 over the next [--] years." https://www.trappingvalue.ca/allied-reit-post-distribution-cut/ https://www.trappingvalue.ca/allied-reit-post-distribution-cut/"
X Link 2026-02-10T23:28Z [---] followers, [----] engagements
"@JackFarley96 Anyone who has used LLMs deeply for finance understands there is no bear case for anything except for $OPENAI and Anthropic"
X Link 2026-02-11T00:25Z [---] followers, [---] engagements
"@NuggetCapital HR (US) Please don't tell me Northwest Healthcare"
X Link 2026-02-11T16:53Z [---] followers, [---] engagements
"$SLV $PSLV $SIL $SILJ Future COMEX Silver Inventories in [--] year if I am correct"
X Link 2026-02-12T16:20Z [---] followers, [---] engagements
"TELUS Dividend: First the freeze then the sneeze $T.TO $TU $BCE.TO $BCE $RCI.B. $VZ $T https://www.trappingvalue.ca/telus-dividend-cut-written-in-stone-or-is-there-a-way-out/ https://www.trappingvalue.ca/telus-dividend-cut-written-in-stone-or-is-there-a-way-out/"
X Link 2026-02-15T13:29Z [---] followers, [---] engagements
"Was not the biggest fan of ENB but at this valuation worth taking a position. $ENB $D https://seekingalpha.com/article/4633559-enbridge-establishing-dominion-over-regulated-utilities https://seekingalpha.com/article/4633559-enbridge-establishing-dominion-over-regulated-utilities"
X Link 2023-09-07T11:40Z [---] followers, [---] engagements
"This Link Offers a 47% discount to Conservative Income Portfolio. It also comes with a 30-Limited Money Back Guarantee on the Annual subscription. $VNQ $SPY $TLT $AOA"
X Link 2023-10-04T15:31Z [---] followers, [---] engagements
"$NEE & $NEP Easy to get biased here with the bubble values of ZIRP. Stock is not exactly cheap"
X Link 2023-10-07T17:47Z [---] followers, [---] engagements
"$PDI $PDO $PTY $PFL $PFN Obsessed with buying junk This is for you then. https://seekingalpha.com/article/4641924-pdo-come-for-the-distribution-stay-for-the-capital-losses https://seekingalpha.com/article/4641924-pdo-come-for-the-distribution-stay-for-the-capital-losses"
X Link 2023-10-20T13:14Z [---] followers, [---] engagements
"@mark_ungewitter You are getting paid 7% virtually risk-free in many IG-rated corporate bonds. You have to be insane to take on risk in equity markets regardless of what the "tape says" at these levels of equity risk premiums"
X Link 2023-11-12T15:16Z [---] followers, [----] engagements
"Muddy Waters presents a compelling case for BXMT issues. But I think they are a bit pessimistic on what likely happens to the equity. $BXMT $BX $VNO $SLG https://seekingalpha.com/article/4659128-blackstone-mortgage-stock-11-percent-yield-inside-muddy-waters https://seekingalpha.com/article/4659128-blackstone-mortgage-stock-11-percent-yield-inside-muddy-waters"
X Link 2023-12-22T15:28Z [---] followers, [---] engagements
"A really bad time to go long long bonds Hat Tip To the model creator @hussmanjp $TLT $EDV $GOVZ https://seekingalpha.com/article/4660121-govz-might-be-the-worst-time-to-go-long-long-bonds https://seekingalpha.com/article/4660121-govz-might-be-the-worst-time-to-go-long-long-bonds"
X Link 2023-12-29T14:25Z [---] followers, [---] engagements
"$BIP $BIPC $BAM https://seekingalpha.com/article/4661704-brookfield-infrastructure-preferreds-appear-undervaluedgiftToken=03a16e6ca0285de3&gifterId=47392447 https://seekingalpha.com/article/4661704-brookfield-infrastructure-preferreds-appear-undervaluedgiftToken=03a16e6ca0285de3&gifterId=47392447"
X Link 2024-01-09T00:01Z [---] followers, [---] engagements
"@hussmanjp What if they ban Short-selling AND Selling 🙁"
X Link 2024-02-09T23:17Z [---] followers, [---] engagements
"Tradeable here but longer term valuation concerns still remain for Hormel. $HRL https://seekingalpha.com/article/4670436-hormel-peak-pessimism-buy-for-trade-and-then-hit-the-fade https://seekingalpha.com/article/4670436-hormel-peak-pessimism-buy-for-trade-and-then-hit-the-fade"
X Link 2024-02-15T16:49Z [---] followers, [---] engagements
"USD can still cause some pain but you are getting a nice entry point for Royal Gold. $RGLD $NEM $GOLD"
X Link 2024-02-19T23:07Z [---] followers, [---] engagements
"@JeffWeniger Does this include REITs They have to chronically issue to expand as they cannot retain much of their cash-flow"
X Link 2024-02-23T14:19Z [---] followers, [---] engagements
"@garysavage1 Try counting shares outstanding or enterprise value instead of using the most primitive index which has given zero returns in [--] decades. Gold stocks look fairly valued $GOLD $NEM"
X Link 2024-02-25T14:14Z [---] followers, [--] engagements
"$TPVG Triple Point Looks Set Up To Cut Dividend After Another Miserable Quarter https://seekingalpha.com/article/4676612-triplepoint-venture-growth-dividend-cut-looks-two-quarters-away https://seekingalpha.com/article/4676612-triplepoint-venture-growth-dividend-cut-looks-two-quarters-away"
X Link 2024-03-07T16:10Z [---] followers, [---] engagements
"How The Turntables Have Turned $O $NNN $BNL #TheOffice https://seekingalpha.com/article/4679168-realty-income-vs-nnn-reit-how-the-turntables-have-turned https://seekingalpha.com/article/4679168-realty-income-vs-nnn-reit-how-the-turntables-have-turned"
X Link 2024-03-19T17:26Z [---] followers, [---] engagements
"@RobertClayson3 @chrisinmontreal @NestBetter @alphafortuna10 @Rodbhar I stayed out after numerous analyses and have won all the way. I had a short in TNT previously which made a great return but closed out"
X Link 2024-04-24T17:21Z [---] followers, [--] engagements
"UNIT merging with Windstream. [--] years after spinning off from same company. $UNIT $AMT $CCI $SBAC https://seekingalpha.com/article/4689102-uniti-and-windstream-the-circle-of-capital-markets https://seekingalpha.com/article/4689102-uniti-and-windstream-the-circle-of-capital-markets"
X Link 2024-05-03T15:39Z [---] followers, [---] engagements
"@leadlagreport I hear you on the credit risk. We are due for some repricing. But at what point does unlimited supply bother you on US Treasuries It will only get worse in a recession"
X Link 2024-05-31T00:41Z [---] followers, [--] engagements
"Treasury Inflation Protected Securities Offer A Good Entry $STIP #Tropicthunder https://seekingalpha.com/article/4698643gt=2652cc25bed003ca https://seekingalpha.com/article/4698643gt=2652cc25bed003ca"
X Link 2024-06-11T19:41Z [---] followers, [---] engagements
"@ronmortgageguy @WOWA_Canada Run the numbers on the entire household balance sheet including cash held in bonds savings account and money market accounts. Net interest looks a lot better"
X Link 2024-07-16T15:45Z [---] followers, [--] engagements
"@alphafortuna10 @tsxman You should see the cap rate H&R used on its office properties this quarter. Dream office would not be able to pay back half its debt at that valuations forget about equity having a dime left. Super duper zero"
X Link 2024-08-18T03:10Z [---] followers, [--] engagements
"@tsxman @alphafortuna10 Overall office"
X Link 2024-08-18T03:22Z [---] followers, [--] engagements
"@tsxman @alphafortuna10 Toronto total vacancy. DT at 14%"
X Link 2024-08-18T03:27Z [---] followers, [---] engagements
"@JeffWeniger A bit strange that no one seems to see that the bulk of this drop is the USD_CAD exchange rate"
X Link 2024-09-08T12:34Z [---] followers, [---] engagements
"@TaviCosta Also easily the worst for equity dilution bar none. So that offsets it"
X Link 2024-09-10T12:18Z [---] followers, [---] engagements
"@leadlagreport Looking forward to your calculations showing how Japan can raise interest rates beyond half percent on their current debt. SPX [-----] is more likely than 2% rates on Japan front end"
X Link 2024-11-13T13:57Z [---] followers, [--] engagements
"@BenRabidoux I think this is in USD. So basically the exchange rate accounted for 86% of the variance"
X Link 2024-11-14T15:04Z [---] followers, [--] engagements
"$SPY $CRF $CLM Lot more pain for the Cornerstone funds. Extrapolating the past will be painful here as it was extrapolating the past in the bond market. https://seekingalpha.com/article/4644697-crf-negative-4-7-z-score-and-the-party-for-time-travelers https://seekingalpha.com/article/4644697-crf-negative-4-7-z-score-and-the-party-for-time-travelers"
X Link 2023-10-28T12:45Z [---] followers, [---] engagements
"One of the last few Canadian focused articles on SA before we move to publishing our Canadian work externally. https://tinyurl.com/2s44mydd https://tinyurl.com/2s44mydd"
X Link 2025-10-11T12:12Z [---] followers, [---] engagements
"@Mr_Derivatives At $0.00 you can DCA and buy the entire pool"
X Link 2025-11-21T12:14Z [---] followers, [--] engagements
"The website is now open for non-invite signups. The price is a bit steep but we provide the best coverage on Canadian stocks with the full range of stocks bonds preferred shares and option trades. http://www.trappingvalue.ca http://www.trappingvalue.ca"
X Link 2025-12-14T12:27Z [---] followers, [---] engagements
"A look at Allied REIT after the inevitable distribution cut. $AP.UN https://www.trappingvalue.ca/allied-reit-post-distribution-cut/ https://www.trappingvalue.ca/allied-reit-post-distribution-cut/"
X Link 2025-12-19T13:50Z [---] followers, [---] engagements
"@CDInewsletter My best call of all time I think. https://seekingalpha.com/article/4358518-clorox-setting-up-for-a-decade-of-negative-returns https://seekingalpha.com/article/4358518-clorox-setting-up-for-a-decade-of-negative-returns"
X Link 2025-12-19T23:30Z [---] followers, [----] engagements
"Canadian Energy: Tough Times Ahead $SU $IMO $CNQ $CVE $ATH.TO $WCP.TO $SCR.TO $ENB $PBA https://www.trappingvalue.ca/canadian-energy-tough-times-ahead-part-1/ https://www.trappingvalue.ca/canadian-energy-tough-times-ahead-part-1/"
X Link 2025-12-23T20:48Z [---] followers, [---] engagements
"Thank you all for the unbelievable response to our new Canadian coverage. We might actually have to pause membership additions pretty soon. https://www.trappingvalue.ca/30-wharf https://www.trappingvalue.ca/30-wharf"
X Link 2025-12-26T23:08Z [---] followers, [--] engagements
"@neilksethi You have the number for Staples"
X Link 2025-12-27T13:22Z [---] followers, [--] engagements
"@ekwufinance The net length is barely negative It just looks odd relative to the past where the non-commercials have always had a long position. Take your [----] second bar.WTI is down 25% since then and overall position has gotten more short"
X Link 2026-01-01T15:15Z [---] followers, [---] engagements
"Part [--] of our ongoing coverage for energy especially Canadian energy. $CVE $SU $IMO $SHEL $BP $CVX $COP $XOM $CNQ We outline why we have been very defensive for this sector recently. https://www.trappingvalue.ca/canadian-energy-tough-times-ahead-part-2/ https://www.trappingvalue.ca/canadian-energy-tough-times-ahead-part-2/"
X Link 2026-01-02T19:41Z [---] followers, [---] engagements
"Minto's buyout was no surprise. The CEO had hinted that the price was out of whack with NAV. $MI.UN It was my largest Canadian REIT position. Who goes next The rest of the candidates are not that straightforward especially with my view on where oil is going"
X Link 2026-01-05T17:13Z [---] followers, [---] engagements
"https://www.trappingvalue.ca/telus-gaslighting-investors-since-2016/ No position in $T.TO and see no reason whatsoever to consider one but wonder why the company is trying to convince people with a public release that buying back shares is a smart idea when you have 10% baa3 30-year bonds floating around and an uncovered dividend. Kind of sketchy. https://t.co/snKAjbb3Nw https://www.trappingvalue.ca/telus-gaslighting-investors-since-2016/ No position in $T.TO and see no reason whatsoever to consider one but wonder why the company is trying to convince people with a public release that buying"
X Link 2026-01-06T11:51Z [---] followers, [---] engagements
"H&R REIT. What comes after the failed sale. $HR.UN $AP.UN $D.UN $AVB $MAA https://www.trappingvalue.ca/what-does-2026-hold-for-h-r-reit/ https://www.trappingvalue.ca/what-does-2026-hold-for-h-r-reit/"
X Link 2026-01-06T14:32Z [---] followers, [---] engagements
"$JPM $WFC $C $BAC gonna party so hard this weekend. TRUMP: WILL NO LONGER LET CREDIT CARD COMPANIES TO CHARGE 20-30% INTEREST RATES TRUMP: JAN [--] WILL CALL FOR ONE YEAR CAP OF CC INTEREST RATES TO 10% TRUMP: WILL NO LONGER LET CREDIT CARD COMPANIES TO CHARGE 20-30% INTEREST RATES TRUMP: JAN [--] WILL CALL FOR ONE YEAR CAP OF CC INTEREST RATES TO 10%"
X Link 2026-01-10T02:42Z [---] followers, [---] engagements
"@AahanPrometheus @DodosRun I thought I was missing something as well. A second scale on the other side would probably clear things up. But yeah looks structurally bearish considering supply coming on"
X Link 2026-01-15T02:34Z [---] followers, [--] engagements
"Some fixed income thoughts. Lots of opportunities for Canadians if you throw your FOMO out. https://www.trappingvalue.ca/fixed-income-thoughts-trade-alert-7/ https://www.trappingvalue.ca/fixed-income-thoughts-trade-alert-7/"
X Link 2026-01-21T17:14Z [---] followers, [--] engagements
"$NVDA https://seekingalpha.com/article/4861576-nvidia-openai-agi-admission-should-send-shivers https://seekingalpha.com/article/4861576-nvidia-openai-agi-admission-should-send-shivers"
X Link 2026-01-21T18:33Z [---] followers, [--] engagements
"CIP reached year [--]. Covered Call defensive portfolio outperformed our primary 60:40 benchmark which is $AOA . Doing better than $VNQ was only possible by using deep in the money covered calls while collecting big dividends"
X Link 2023-10-03T12:25Z [---] followers, [---] engagements
"$RCS Vs $IGLB PIMCO fund holding an unwieldly premium with unsustainable distribution https://seekingalpha.com/article/4638958-rcs-vs-iglb-pimco-fund-struggling-distribution-coverage https://seekingalpha.com/article/4638958-rcs-vs-iglb-pimco-fund-struggling-distribution-coverage"
X Link 2023-10-04T16:05Z [---] followers, [---] engagements
"It is always about value preservation at this stage of the cycle. Zero heroics. Next [--] months will be a big test for the bull appetite. $SPY $VNQ $AOA $AOR"
X Link 2023-11-20T04:36Z [---] followers, [---] engagements
"TELUS paused their dividend growth. A look at their dividend sustainability. #TELUS $T.TO http://www.trappingvalue.ca/telus-gaslighting-investors-since-2016/ http://www.trappingvalue.ca/telus-gaslighting-investors-since-2016/"
X Link 2025-12-14T13:11Z [---] followers, [---] engagements
"Solid yield from a triple-net but not the common shares $EPR https://seekingalpha.com/article/4855204-epr-properties-preferreds-one-series-becomes-deeply-undervalued https://seekingalpha.com/article/4855204-epr-properties-preferreds-one-series-becomes-deeply-undervalued"
X Link 2025-12-22T23:09Z [---] followers, [---] engagements
"A low risk high impact play on falling oil prices. $CVE $SU $CNQ $TOU.TO $IMO $SCR.TO https://www.trappingvalue.ca/trade-alert-5/ https://www.trappingvalue.ca/trade-alert-5/"
X Link 2026-01-15T15:47Z [---] followers, [---] engagements
"So much shortage of Physical Silver that the largest CEF where you can redeem for physical silver trades at a.(check notes).discount $SLV $PSLV"
X Link 2026-01-27T14:17Z [---] followers, [----] engagements
"@SamRo And 40% of Russell [----] are not even profitable so multiple expansion can be huge"
X Link 2026-01-28T12:43Z [---] followers, [--] engagements
"@AdameMedia Well why don't you buy here and sell in Shanghai. You will figure out exactly why you are wrong"
X Link 2026-01-30T18:13Z [---] followers, [--] engagements
"Peter Brandt gets it right. At the peak there was a $70-$100 billion increase in annual costs for silver consumers versus last year. Most solar manufacturers have no cash to absorb this. They are switching to copper as fast they can"
X Link 2026-01-30T18:20Z [---] followers, [---] engagements
"@PeterLBrandt Just wait until the Chinese Solar guys switch to copper over next [--] years. They can't even afford $40/Oz with wafer prices what they are currently"
X Link 2026-01-30T19:15Z [---] followers, [---] engagements
"People getting excited on this but keep in mind that a monthly RSI of [--] is itself a 4-5 Sigma event. @KingKong9888 [----] sigma event Eric. What a day we're witnessing https://t.co/ObDvEZ8ZxK @KingKong9888 [----] sigma event Eric. What a day we're witnessing https://t.co/ObDvEZ8ZxK"
X Link 2026-01-31T13:12Z [---] followers, [---] engagements
"@hamptonism Read that as "I need to get my trillion dollar exit valuation done via IPO is [--] months.""
X Link 2026-02-05T20:03Z [---] followers, [---] engagements
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