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# ![@JackFarley96 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1092240466135957507.png) @JackFarley96 Jack Farley

Jack Farley posts on X about $spot, $cma, china, $wal the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1092240466135957507/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +164%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1092240466135957507/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +89%
- X Months XXX +16%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1092240466135957507/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:followers.svg)

- X Week XXXXXX +0.16%
- X Month XXXXXX +0.78%
- X Months XXXXXX +3.30%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXX [#](/creator/twitter::1092240466135957507/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1092240466135957507/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXXX% [technology brands](/list/technology-brands)  XXXXX% [cryptocurrencies](/list/cryptocurrencies)  #6599 [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  #1196

**Social topic influence**
[$spot](/topic/$spot) #1284, [$cma](/topic/$cma) #3, [china](/topic/china) 5.88%, [$wal](/topic/$wal) #7, [wal](/topic/wal) #29, [$msci](/topic/$msci) 4.71%, [fed](/topic/fed) #177, [$zion](/topic/$zion) #28, [youtube](/topic/youtube) 3.53%, [$fnv](/topic/$fnv) XXXX%

**Top accounts mentioned or mentioned by**
[@aureliusltd28](/creator/undefined) [@citrini7](/creator/undefined) [@maxwiethe](/creator/undefined) [@hongshenzhu](/creator/undefined) [@a63738464](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@financelancelot](/creator/undefined) [@muddywatersre](/creator/undefined) [@vaneckus](/creator/undefined) [@tejanobrown](/creator/undefined) [@bradsetser](/creator/undefined) [@hankparmstrong](/creator/undefined) [@marketdraft](/creator/undefined) [@naplesrunner](/creator/undefined) [@exio175089](/creator/undefined) [@jturek18](/creator/undefined) [@markneuman18](/creator/undefined) [@dimartinobooth](/creator/undefined) [@dpdp1979](/creator/undefined) [@mconnollyittm](/creator/undefined)

**Top assets mentioned**
[Spotify Technology (SPOT)](/topic/$spot) [Comerica, Inc. (CMA)](/topic/$cma) [Walrus (WAL)](/topic/$wal) [Msci Inc (MSCI)](/topic/$msci) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Epic Ballad Coin (EBC)](/topic/$ebc) [S&P Global Inc (SPGI)](/topic/$spgi) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Spacemesh (SMH)](/topic/$smh) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [Acuren Corporation (TIC)](/topic/$tic) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Moody's Corporation (MCO)](/topic/$mco) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Bank of America (BAC)](/topic/bank-of-america) [Mastercard, Inc. (MA)](/topic/$ma) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [QMMM Holdings Limited Ordinary Shares (QMMM)](/topic/$qmmm) [Shieldeum (SDM)](/topic/$sdm) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [First Interstate BancSystem, Inc. - Class A (FIBK)](/topic/$fibk) [Rithm Capital Corp. (RITM)](/topic/$ritm)
### Top Social Posts [#](/creator/twitter::1092240466135957507/posts)
---
Top posts by engagements in the last XX hours

"Gerald Mancil one of the real estate borrowers accused of loan fraud (the reason bank stocks were down XXX% today $WAL $ZION) did a podcast X months ago"  
[X Link](https://x.com/JackFarley96/status/1978987252437889468) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T00:51Z 80.6K followers, 46.1K engagements


"OUT NOW - banks have been hiding sour loans via VERY HIGH levels of "loan mods" & "note-on-note financings" Opacity rules the day. Apple Spotify YouTube 1/4"  
[X Link](https://x.com/JackFarley96/status/1960352836614848691) [@JackFarley96](/creator/x/JackFarley96) 2025-08-26T14:45Z 80.6K followers, 201.3K engagements


"Bill Moreland of BankRegData is a pioneer in tracking FDIC Call Report data on banks. Here is Flagstar's $FLG nonperforming Loans in its multifamily loan book. Pretty gruesome. It gets worse when you look at loan modification. Sponsor 2/4"  
[X Link](https://x.com/JackFarley96/status/1960352842427847124) [@JackFarley96](/creator/x/JackFarley96) 2025-08-26T14:45Z 80.6K followers, 5690 engagements


"OUT NOW - @maxwiethe & I on: - Fed's independence - Acuren $TIC (@Citrini7's latest pick) - Single stock day: $FTAI $NBIS $FNV and $MSCI Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1969052089285226830) [@JackFarley96](/creator/x/JackFarley96) 2025-09-19T14:52Z 80.6K followers, 22K engagements


"OUT NOW - how @JulianMI2 sees things: - Trump admin wants Fed to enact financial repression - precious metals have room to run - complacency in equity market is building 1/3"  
[X Link](https://x.com/JackFarley96/status/1972340899503124526) [@JackFarley96](/creator/x/JackFarley96) 2025-09-28T16:41Z 80.6K followers, 50.9K engagements


"@gordocap18 where did he say this I like $SPGI. And $MSCI"  
[X Link](https://x.com/JackFarley96/status/1973475963163038111) [@JackFarley96](/creator/x/JackFarley96) 2025-10-01T19:51Z 80.6K followers, 1258 engagements


"Patrick @PPGMacro on opaque "pirate credit" market & recent bankruptcies: "there are a lot more First Brands & Tricolors out there than people are willing to admit" Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1973808526163419345) [@JackFarley96](/creator/x/JackFarley96) 2025-10-02T17:53Z 80.6K followers, 7530 engagements


"Funny meme. @Larryjamieson_ has written pieces on $MCO & $MSCI and since over half of $SPGI's EBITDA is from ratings and indices (Moody's & MSCI's businesses basically) he probably is that guy (and so am I)"  
[X Link](https://x.com/JackFarley96/status/1975347663836226030) [@JackFarley96](/creator/x/JackFarley96) 2025-10-06T23:49Z 80.6K followers, 14K engagements


"On Fifth Third $FITB acquiring Comerica $CMA. it's cool to see a takeover proposal by an investment firm and then to see it actually happen a few months later. Congratulations to @HoldCoAM"  
[X Link](https://x.com/JackFarley96/status/1975615102830207266) [@JackFarley96](/creator/x/JackFarley96) 2025-10-07T17:32Z 80.6K followers, 7968 engagements


"Tough day in the markets for me as it was for so many others. Semis & China my two biggest longs got hit hard. I de-risked as matter of necessity. I urge caution to those long crap. I broke everything down (incl First Brands & BDC meltdown) w/ @maxwiethe - airs tomorrow"  
[X Link](https://x.com/JackFarley96/status/1976823194108768699) [@JackFarley96](/creator/x/JackFarley96) 2025-10-11T01:32Z 80.6K followers, 30.7K engagements


"OUT NOW - @Brad_Setser on: - Why China's trade surplus is back & bigger than ever - What China is doing with its new reserves - Why U.S. should ask for Yuan (CNY) to strengthen Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1977796876989526108) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T18:01Z 80.6K followers, 72.2K engagements


"Credit card delinquencies at JPMorgan are DOWN year-over-year yet again (2.20%=2.14% for 30+ day 1.10%=1.07% for XX day) Meanwhile credit/debit spend up XXX% Year-over-year"  
[X Link](https://x.com/JackFarley96/status/1978059279425818687) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T11:24Z 80.6K followers, 35.9K engagements


"Credit card delinquencies at Bank of America DOWN year-over-year"  
[X Link](https://x.com/JackFarley96/status/1978452177883439456) [@JackFarley96](/creator/x/JackFarley96) 2025-10-15T13:25Z 80.6K followers, 44.9K engagements


"Interesting"  
[X Link](https://x.com/JackFarley96/status/1979010217212842302) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T02:22Z 80.6K followers, 13.2K engagements


"Precious metal royalty/streamers going on sale today $FNV $WPM"  
[X Link](https://x.com/JackFarley96/status/1979204214199931233) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T15:13Z 80.6K followers, 6133 engagements


"They have extremely long-lived assets that make money every year with extremely low capital commitments. A level of capital-light-ness that is on the level of $MSCI $MA Capital light businesses deserve a higher multiple because they are less risky from a business perspective (not share prie) $FNV $WPM are extremely low risk. They have no debt. I'd love it if $WPM or $FNV issued a few billion in debt and bought back some shares. Oh well the more junior royalty companies can be very spec. Metalla for example has yet to deliver the goods (I bet it does but I do not own and doubt I will tbh)"  
[X Link](https://x.com/JackFarley96/status/1979211194180288814) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T15:41Z 80.6K followers, XXX engagements


"@HongshenZhu Good to know thank you"  
[X Link](https://x.com/JackFarley96/status/1980243267221623263) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T12:02Z 80.6K followers, XX engagements


"@HongshenZhu That is very helpful to know thank you for sharing this"  
[X Link](https://x.com/JackFarley96/status/1980247039800660375) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T12:17Z 80.6K followers, XX engagements


"Evidence that the data center buildout is just getting started Excellent piece from Citrini"  
[X Link](https://x.com/JackFarley96/status/1972652406770118907) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:19Z 80.6K followers, 49.1K engagements


"Fwiw I technically don't own $TPL as of now because I sold it for tax loss harvesting purposes this month (bad timing I know). But to be clear I like it a lot"  
[X Link](https://x.com/JackFarley96/status/1972654087335276954) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:25Z 80.6K followers, 3905 engagements


"Transparency is always good. Pump and Dump Scams are bad and I'm pleased to see @SECGov crackdown on Chinese stock scams. I'm also pleased that none of my concentrated positions in Chinese small-caps are on Edwin's list 😄"  
[X Link](https://x.com/JackFarley96/status/1973484317432271264) [@JackFarley96](/creator/x/JackFarley96) 2025-10-01T20:25Z 80.6K followers, 8674 engagements


"A little stale but great primer on BDCs which are trading weak on First Brands private credit bankruptcy From Raymond James"  
[X Link](https://x.com/JackFarley96/status/1976458664891609497) [@JackFarley96](/creator/x/JackFarley96) 2025-10-10T01:24Z 80.6K followers, 6556 engagements


"The potential credit losses for $JEF Goldman estimates at $XX Million (5.9% equity in Point Bonita which has $XXX loss exposure to First Brands)"  
[X Link](https://x.com/JackFarley96/status/1976779014846234771) [@JackFarley96](/creator/x/JackFarley96) 2025-10-10T22:36Z 80.6K followers, 23.3K engagements


"Loan market already pulling deals"  
[X Link](https://x.com/JackFarley96/status/1976843697930043597) [@JackFarley96](/creator/x/JackFarley96) 2025-10-11T02:54Z 80.6K followers, 50.8K engagements


"Video version will be available on Spotify :)"  
[X Link](https://x.com/JackFarley96/status/1977773273309159633) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T16:27Z 80.6K followers, 3753 engagements


"@NaplesRunner I didn't mention that because we focused on the $ZION Cali CRE loan. But yeah Cantor"  
[X Link](https://x.com/JackFarley96/status/1979684100866023870) [@JackFarley96](/creator/x/JackFarley96) 2025-10-18T23:00Z 80.6K followers, XX engagements


"@Aureliusltd28 Why"  
[X Link](https://x.com/JackFarley96/status/1980400655144743280) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T22:28Z 80.6K followers, XXX engagements


"President Trump: Don't worry about China"  
[X Link](https://x.com/JackFarley96/status/1977418236921795055) [@JackFarley96](/creator/x/JackFarley96) 2025-10-12T16:57Z 80.6K followers, 311.3K engagements


"Same with Wells by the way Credit Card Delinquencies down year-over-year (2.87%=2.69% for 30+ day 1.43%=1.34% for 90+ day)"  
[X Link](https://x.com/JackFarley96/status/1978061577925304752) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T11:33Z 80.6K followers, 63.6K engagements


"OpenAI has announced deals with three of the top holdings of $SMHX 1/4"  
[X Link](https://x.com/JackFarley96/status/1978096115254706221) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 4357 engagements


""But the other semiconductor ETFs have these three companies as their top holdings too" maybe but the other semi ETFs have underperformed $SMH (VanEck's original semi ETF) 2/4"  
[X Link](https://x.com/JackFarley96/status/1978096117796495604) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, XXX engagements


"Here is $SMHX vs. $SMH vs. $SOXX since $SMHX's inception I wouldn't be too bearish on fab side someone's going to have to actually fab these chips. See my fireside chat w @angusshillingto & @NickFrasse: Apple Spotify 3/4"  
[X Link](https://x.com/JackFarley96/status/1978096119923036563) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 3767 engagements


"Disclosure: VanEck is a sponsor of my media company the Monetary Matters podcast network 4/4"  
[X Link](https://x.com/JackFarley96/status/1978096122460602732) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 3325 engagements


"@exio175089 have never owned it but have owned Naspers from time to time because of its exposure to Tencent. The case is the same"  
[X Link](https://x.com/JackFarley96/status/1979257713575031168) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T18:46Z 80.6K followers, XX engagements


"NEW BANK & CREDIT EPISODE OUT ON: - Cali CRE fraud allegations $ZION $WAL - Jamie's warning: 'There's never just one cockroach' - Jefferies' response to First Brands situation - Consumer credit strengthens Spotify YouTube📽"  
[X Link](https://x.com/JackFarley96/status/1979603901914771731) [@JackFarley96](/creator/x/JackFarley96) 2025-10-18T17:42Z 80.6K followers, 5778 engagements


"How to explain the discrepancy between this table and this chart Is Chinese consumption weak or is it not Maybe 2019 - 2025 consumption growth anemic while 2012 - 2019 strong Also deflation makes real growth higher"  
[X Link](https://x.com/JackFarley96/status/1980226998627889457) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T10:58Z 80.6K followers, 9397 engagements


"A chronicling of alleged "capital destruction" and a call for action from a very talented shop (riding high off recent $CMA win) regarding Eastern Bankshares $EBC"  
[X Link](https://x.com/JackFarley96/status/1980262912200429867) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T13:20Z 80.6K followers, 7209 engagements


"Activism in banking is back: a chronicling of alleged "capital destruction" and a call for action from a very talented shop (riding high off recent $CMA win) regarding Eastern Bankshares $EBC"  
[X Link](https://x.com/JackFarley96/status/1980295392521809974) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T15:29Z 80.6K followers, 25.7K engagements


"OUT NOW - how @jturek18 sees things: - Fed rate cuts to cause spike in foreigners' USD hedging - Interest rates could decline even more than priced in - Gold has no valuation anchor: no floor no ceiling Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1980302948451360953) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T15:59Z 80.6K followers, 39.9K engagements


"My interview with Jon Turek on how Fed rate cuts will incentivize an avalanche of foreigners hedging dollar holdings (aka selling U.S. dollars) is out now on YouTube:"  
[X Link](https://x.com/JackFarley96/status/1980372638473376188) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T20:36Z 80.6K followers, 26.1K engagements


"HoldCo strikes again On an absolute heater First $CMA then $EBC now $FIBK"  
[X Link](https://x.com/JackFarley96/status/1980384780912062813) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T21:25Z 80.6K followers, 16K engagements


"@Aureliusltd28 they succeeded with $CMA a lot of activists in financials have failed but I wonder if that's because they try and recommend operational changes HoldCo's advice is often "do nothing" // "stop acquiring""  
[X Link](https://x.com/JackFarley96/status/1980587335420104950) [@JackFarley96](/creator/x/JackFarley96) 2025-10-21T10:49Z 80.6K followers, XXX engagements


"A stronger deposit franchise than I had given them credit for $WAL"  
[X Link](https://x.com/JackFarley96/status/1980734102631575652) [@JackFarley96](/creator/x/JackFarley96) 2025-10-21T20:33Z 80.6K followers, 20.9K engagements


"Who remembers when $WAL declined XX% intraday the Monday after SVB failed"  
[X Link](https://x.com/JackFarley96/status/1980736665627807793) [@JackFarley96](/creator/x/JackFarley96) 2025-10-21T20:43Z 80.6K followers, 13.2K engagements


"@Aureliusltd28 Yes but over half of $WAL's QoQ deposit increase was noninterestbearing"  
[X Link](https://x.com/JackFarley96/status/1980761094453960723) [@JackFarley96](/creator/x/JackFarley96) 2025-10-21T22:20Z 80.6K followers, XXX engagements


"Doing a long-awaited interview with Rithm Capital today. $RITM $XX Billion Balance sheet $XX Billion AUM exposure to resi/commercial mortgages offices origination servicing and many other shelter components"  
[X Link](https://x.com/JackFarley96/status/1980946482325807314) [@JackFarley96](/creator/x/JackFarley96) 2025-10-22T10:37Z 80.6K followers, 7605 engagements


"OUT NOW - Deutsche Bank's George Saravelos on three headwinds for the U.S. Dollar: - U.S. Current Account Deficit at X% critical threshold - U.S. growth vs. Europe declining - Fed rate cutting cycle Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1980965706981388353) [@JackFarley96](/creator/x/JackFarley96) 2025-10-22T11:53Z 80.6K followers, 11.7K engagements