# ![@JamesHMackay Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1241996065999589377.png) @JamesHMackay J Mackay

J Mackay posts on X about bitcoin, money, $btc, stocks the most. They currently have [-------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1241996065999589377/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241996065999589377/c:line/m:interactions.svg)

- [--] Week [------] -37%
- [--] Month [------] -45%
- [--] Months [-------] -29%
- [--] Year [---------] +25%

### Mentions: [--] [#](/creator/twitter::1241996065999589377/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241996065999589377/c:line/m:posts_active.svg)

- [--] Month [--] +30%
- [--] Months [---] +58%
- [--] Year [---] -16%

### Followers: [-------] [#](/creator/twitter::1241996065999589377/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241996065999589377/c:line/m:followers.svg)

- [--] Week [-----] -0.08%
- [--] Month [-----] +0.32%
- [--] Months [-----] +2.20%
- [--] Year [-----] +7.20%

### CreatorRank: [---------] [#](/creator/twitter::1241996065999589377/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1241996065999589377/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [stocks](/list/stocks)  [currencies](/list/currencies)  [technology brands](/list/technology-brands)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[bitcoin](/topic/bitcoin), [money](/topic/money), [$btc](/topic/$btc), [stocks](/topic/stocks), [fiat](/topic/fiat), [$pbr](/topic/$pbr), [china](/topic/china), [$val](/topic/$val) #68, [inflation](/topic/inflation), [$baba](/topic/$baba)

**Top accounts mentioned or mentioned by**
[@nachotrust](/creator/undefined) [@assettraveller](/creator/undefined) [@mfwarder](/creator/undefined) [@calvinfroedge](/creator/undefined) [@couldbemistaken](/creator/undefined) [@garquake](/creator/undefined) [@kramerkarma1](/creator/undefined) [@grok](/creator/undefined) [@stevewps](/creator/undefined) [@investinong](/creator/undefined) [@michael71718318](/creator/undefined) [@bdepardell](/creator/undefined) [@joshyoung1](/creator/undefined) [@pedro100000010](/creator/undefined) [@peterschiff](/creator/undefined) [@lavenderroute](/creator/undefined) [@srsroccoreport](/creator/undefined) [@rogerthat2023](/creator/undefined) [@timber001](/creator/undefined) [@lynaldencontact](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [PolkaBridge (PBR)](/topic/$pbr) [Validity (VAL)](/topic/$val) [Alibaba Group (BABA)](/topic/$baba) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Transocean LTD. (RIG)](/topic/$rig) [Edu3Labs (NFE)](/topic/$nfe) [PagSeguro Digital Ltd. (PAGS)](/topic/$pags) [Sable Offshore Corp. (SOC)](/topic/$soc) [Peabody Energy Corporation (BTU)](/topic/$btu) [Borr Drilling Limited (BORR)](/topic/$borr) [UnitedHealth Group (UNH)](/topic/$unh) [Boeing Co (BA)](/topic/$ba) [Centene Corp (CNC)](/topic/$cnc) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [TAL Education Group (TAL)](/topic/$tal) [Grayscale BTC ETF (GBTC)](/topic/$gbtc) [Okeanis Eco Tankers Corp. (ECO)](/topic/$eco) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Hafnia Limited (HAFN)](/topic/$hafn) [Bitwise BTC ETP (BITB)](/topic/$bitb) [Immutable (IMX)](/topic/immutable) [EURONAV NV (CMBT)](/topic/$cmbt) [BlackRock Inc (BLK)](/topic/blackrock) [Montrose Environmental Group, Inc. (MEG)](/topic/$meg) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@LtdRjk So could be Alrosa in scale if there are quality diamonds in it"  
[X Link](https://x.com/JamesHMackay/status/1415050213853650948)  2021-07-13T20:47Z [----] followers, [--] engagements


"My vibe waking up here in #BalnearioCamboriu reading $SD's Q4 results. Look at all that debt-free cash 👀🛢🚀"  
[X Link](https://x.com/JamesHMackay/status/1501870223229599744)  2022-03-10T10:38Z [----] followers, [--] engagements


"BlackRock the Dems Vanguard the Swamp. All shitting themselves today. Really hoping this goes through 🙏"  
[X Link](https://x.com/JamesHMackay/status/1514608322783027218)  2022-04-14T14:15Z [----] followers, [--] engagements


"@CouldBeMistaken Ok but that is cherry picking timeframes. Oil yes but nat gas is largely a market based on weather and a new war. If you get a year of warm winters and cool summers it's a different story. Good luck predicting the future of that industry relative to CPI"  
[X Link](https://x.com/JamesHMackay/status/1516360810846572548)  2022-04-19T10:19Z [----] followers, [--] engagements


"Bought a little $JOE Florida real estate today. Think full fed fear is priced in and any pause/pivot talk from Jackson Hole will send it back to $44-45. After the September meeting (I'm guessing [----] cause the midterms are coming) could be back around [--]. Bottom looks in at 39-40"  
[X Link](https://x.com/JamesHMackay/status/1562833457167757312)  2022-08-25T16:05Z [----] followers, [--] engagements


"$PBR "Prosecutors from Brazil's audit court TCU asked to suspend dividends of around 43.7b reais announced by $PBR last week on the back of a massive third-quarter profit. The % amount representsdouble the average divy paid by each of the [--] biggest Western oil producers (yearly)"  
[X Link](https://x.com/JamesHMackay/status/1589622704038359042)  2022-11-07T14:16Z [----] followers, [--] engagements


"Did this guy do the exact thing he accused banks of doing in [----] This $FTX story is wild. @binance @zerohedge Ill just leave this here https://t.co/LL4R8HNUD2 @binance @zerohedge Ill just leave this here https://t.co/LL4R8HNUD2"  
[X Link](https://x.com/JamesHMackay/status/1590691603064455168)  2022-11-10T13:03Z [----] followers, [--] engagements


"Currently 30% coal stocks (36% if $PBR is included cause it's priced like a coal stock). Can't help but feel like I should've been 130% coal stocks recently like our Aussi friend @OneMoreif who has nailed this coal investment/trade"  
[X Link](https://x.com/JamesHMackay/status/1604641917030961153)  2022-12-19T00:57Z [----] followers, [----] engagements


"1. $ROK or $PBR [--]. $TAL [--]. $ITE [--]. Still researching not sure on this one. I currently own small positions in $CEU and $RIG but neither are core holdings. Curious to see other's replies to this. Cheers"  
[X Link](https://x.com/JamesHMackay/status/1605977956253192192)  2022-12-22T17:25Z [----] followers, [----] engagements


"@ThorThorsen5 Thanks I know very little about those names"  
[X Link](https://x.com/JamesHMackay/status/1606370690822680576)  2022-12-23T19:26Z [----] followers, [---] engagements


"CBDC = The death of freedom and liberty Panetta: Crypto regulation and taxation wont be enough. To build solid foundations for digital finance we need a risk-free digital settlement asset. Thats why the ECB and central banks around the world are working on both retail & wholesale central bank digital currencies 3/3 Panetta: Crypto regulation and taxation wont be enough. To build solid foundations for digital finance we need a risk-free digital settlement asset. Thats why the ECB and central banks around the world are working on both retail & wholesale central bank digital currencies 3/3"  
[X Link](https://x.com/JamesHMackay/status/1611101138614472710)  2023-01-05T20:43Z [----] followers, [----] engagements


"@slackercapital @Rogi_74 Except for coal stocks and $PBR"  
[X Link](https://x.com/JamesHMackay/status/1617888940480147457)  2023-01-24T14:15Z [----] followers, [---] engagements


"@energyburrito The Shubham effect. it's real now"  
[X Link](https://x.com/JamesHMackay/status/1618703405295480832)  2023-01-26T20:12Z [----] followers, [---] engagements


"My suspicion is the Liberals are trying to do this for when they attempt to force the #CBDC system on Canadians. @RebelNews_CA"  
[X Link](https://x.com/JamesHMackay/status/1632830329516969985)  2023-03-06T19:47Z [----] followers, [----] engagements


"To me this one is the funniest shake out. You have a 30+ year asset without real declines and all FCF set to go towards buybacks within a year and it moves with spot price 23-18.5 in a week. $MEG"  
[X Link](https://x.com/JamesHMackay/status/1636011169436532736)  2023-03-15T14:27Z [----] followers, 14.3K engagements


"It's embarrassing how many times I've refreshed the twitter search on $BTU and also $PBR"  
[X Link](https://x.com/JamesHMackay/status/1641169859710013443)  2023-03-29T20:06Z [----] followers, [----] engagements


"This can't be why $PBR was halted. is it Why halt to state that the company is continuing on it's current course $PBR - Petrobras tries to thread the needle on asset sales after government request https://t.co/uRYj7gwLpD $PBR - Petrobras tries to thread the needle on asset sales after government request https://t.co/uRYj7gwLpD"  
[X Link](https://x.com/JamesHMackay/status/1641177840950431746)  2023-03-29T20:37Z [----] followers, [----] engagements


"@leadlagreport Writing "few understand this" all the time implies you and your friends who are the few are smarter than others. In truth few understand justifying your losses on twitter over and over as if it was the correct intelligent strategy. Gloat with "few" posts when you're up 100%+"  
[X Link](https://x.com/JamesHMackay/status/1646368737409335297)  2023-04-13T04:24Z [----] followers, [----] engagements


"Efficient market hypothesis does not apply to $BTU. They should report a banger quarter tomorrow. Buying back $1B and once that is done if there still isn't a fair value more FCF will enter buybacks. $35-$40 once the Elliot overhang is gone. Low risk high potential reward"  
[X Link](https://x.com/JamesHMackay/status/1651229403043569670)  2023-04-26T14:19Z [----] followers, [----] engagements


"@uracorns Haven't looked at $LUC in [--] years. Last I checked they needed a big capital injection to go underground if I remember correctly. I've made most of my money in life on discoveries. $RJX.A knows they're close to that. Bit of a needle in a haystack gamble but I think they'll win"  
[X Link](https://x.com/JamesHMackay/status/1654186292354203648)  2023-05-04T18:08Z [----] followers, [---] engagements


"$PBR $PBR.A .74 cents dividend. just for Q1. And the board of directors will consider a buyback program. Likely payable in August/September. Fun coupons incoming"  
[X Link](https://x.com/JamesHMackay/status/1656744287831224331)  2023-05-11T19:33Z [----] followers, 11.8K engagements


"@ParrotCapital You say the conference is all kool-aid drinkers I think about 19.3m bitcoin are out there so 80% is 15.44m $BTC sitting in pockets. What happens when 90% of bitcoin circulating is in cold storage What is the incremental price of counter-party free secure savings then"  
[X Link](https://x.com/JamesHMackay/status/1660034116832690181)  2023-05-20T21:25Z [----] followers, [---] engagements


"@Gugo907 @ootelloo Gurg storage is storage strategic political or not. Excluding the SPR suggests the SPR doesn't matter. Days to cover including the SPR looks a lot different than those charts. I maintain a Republican government would fill it. When you can print money to buy energy you do it"  
[X Link](https://x.com/JamesHMackay/status/1660794744081985537)  2023-05-22T23:48Z [----] followers, [----] engagements


"The old guard is subbing out & the new guard subbing in. The hypothesis is that when the existing ruling class dies off the new ruling class will be pro or at least neutral $BTC. On the same lines when gold is inherited by young people many of them will convert it to $BTC too"  
[X Link](https://x.com/JamesHMackay/status/1661726284848701443)  2023-05-25T13:29Z [----] followers, [--] engagements


"Washington would have to compete for funds on performance rather than print $ for unpopular projects in a hypothetical world with a bitcoin standard. Most old wealthy people in America don't see BTC's value but Latin Americans do and so many moved to Florida for its freedom"  
[X Link](https://x.com/JamesHMackay/status/1661726293426155520)  2023-05-25T13:29Z [----] followers, [--] engagements


"Looking at the ConocoPhillips $COP deal today"  
[X Link](https://x.com/JamesHMackay/status/1662182096855547924)  2023-05-26T19:41Z [----] followers, [----] engagements


"Petrobras 🍻 saving energy portfolios everywhere $PBR $PBR.A"  
[X Link](https://x.com/JamesHMackay/status/1667257864988119068)  2023-06-09T19:50Z [----] followers, 13K engagements


"$GBTC gets denied an ETF sues the SEC SEC goes on an all-out attack on exchanges and shitcoins then the next week all the establishment companies want their own $BTC etfs Did I get that right All seems incredibly shady"  
[X Link](https://x.com/JamesHMackay/status/1671299373689339917)  2023-06-20T23:32Z [----] followers, [----] engagements


"@BDEPardell You don't think the inflation carbon taxes or 50+% tax rate in Canada crosses a line The mandatory Vax that didn't work didn't cross it Programmable money in the hands of psychopathic liars who can lock you out of your accounts if you dissent. that's cool with you yeah"  
[X Link](https://x.com/JamesHMackay/status/1674407506158731265)  2023-06-29T13:20Z [----] followers, [---] engagements


"@FredericoFelli1 You are [--] of [--] billion people but you know the future of bitcoin specifically You are smarter than the millions who own it Do you have a mic in the BRICS meetings What specifically do you know about the [--] core and [--] countries applying to be included Know more than them"  
[X Link](https://x.com/JamesHMackay/status/1676408330166607874)  2023-07-05T01:51Z [----] followers, [--] engagements


"@JackFarley96 Do policy makers have any idea just how unpopular the CBDC idea is to the general public who they're supposed to serve"  
[X Link](https://x.com/JamesHMackay/status/1677004719435153417)  2023-07-06T17:28Z [----] followers, [---] engagements


"Have to wait for more information but there should be some good trades to be had in advance. Probably gold and miners catch a bid in the weeks leading up to the meeting August 22-23. Anyone with trade ideas around this event post as info leaks come out"  
[X Link](https://x.com/JamesHMackay/status/1677755989553041409)  2023-07-08T19:09Z [----] followers, [----] engagements


"@pineconemacro QT will end soon and reverse. Financial markets left the commodity space looks like volume will come back (ie. Algos in oil the last [--] weeks). Bankruptcies are getting up there not popular for elections. Y/Y June was always going to be the low point in inflation"  
[X Link](https://x.com/JamesHMackay/status/1679223163073306626)  2023-07-12T20:16Z [----] followers, [--] engagements


"#FedNow America's intro to CBDCs is being implemented Friday. Haven't heard any arguments from Congress or the Senate. Cleveland Fed Reserve President Loretta Mester stated that the FedNow program would be able to limit withdrawals if (when) needed. Your money isn't yours"  
[X Link](https://x.com/anyuser/status/1681492209806221312)  2023-07-19T02:32Z [--] followers, [----] engagements


"$ITE - they trade mostly in London yes but look at the volumes of the sales on the CAD exchange prior to the Div cut and tell me if you believe MGMT when they say no shareholders were tipped off. Prior to the 11m share vol June 15th day their highest vol day was 800k shares"  
[X Link](https://x.com/JamesHMackay/status/1682089590583074838)  2023-07-20T18:06Z [----] followers, [----] engagements


"This message from @rogerthat2023 deserves public recognition $PBR $PBR.A"  
[X Link](https://x.com/JamesHMackay/status/1685120193289207808)  2023-07-29T02:48Z [----] followers, [----] engagements


"#Petrobras $PBR $PBR.A translated numbers in reais. [--] usd = [----] reais for the quarter on average. More $ in our pockets #petrobruhs"  
[X Link](https://x.com/JamesHMackay/status/1687249355923705858)  2023-08-03T23:49Z [----] followers, [----] engagements


"For my fellow #LK99 nerds and those who will soon also become LK99 nerds"  
[X Link](https://x.com/JamesHMackay/status/1687512900263432212)  2023-08-04T17:23Z [----] followers, [----] engagements


"A tech worker from NY was renting one of my apartments and got laid off so she bailed the next [--] months rent. Last time I posted here a twitter friend booked - maybe go 2/2. [--] bedroom [--] bathroom available after August 20th onwards. Located in the center of Playa Del Carmen"  
[X Link](https://x.com/JamesHMackay/status/1688332856475488256)  2023-08-06T23:34Z [----] followers, 11.2K engagements


"Anyone selling $NFE after Q2 results that do not matter at all to the company doesn't get the big picture. H2 [----] the company changes and in just a couple years NFE could trade like a utility with upside and big growth to new markets. Just bought more"  
[X Link](https://x.com/JamesHMackay/status/1688935041189974016)  2023-08-08T15:27Z [----] followers, [----] engagements


"Amazing day in the markets"  
[X Link](https://x.com/JamesHMackay/status/1689456551331827712)  2023-08-10T02:00Z [----] followers, [----] engagements


"No longer just a 2% holding $CSO.V keeps rocketing along. Solid result for current shareholders & debt to be greatly reduced"  
[X Link](https://x.com/JamesHMackay/status/1690104076808138752)  2023-08-11T20:53Z [----] followers, [----] engagements


"@kdubbsy I mean. you could try to argue that but then you can look at the charts and realize that inflation entitlements benefits for the few. clearly changed due to one thing and one thing only - enabling the corruption of money through the ability to print and allocate fiat"  
[X Link](https://x.com/JamesHMackay/status/1691968292175462891)  2023-08-17T00:20Z [----] followers, [--] engagements


"@TennisonEddie @AintGottaDollar Javier Milei in Argentina gets how"  
[X Link](https://x.com/JamesHMackay/status/1692210115825348988)  2023-08-17T16:21Z [----] followers, [---] engagements


"@kdubbsy I don't have bonds I'm just looking at charts and running some basic numbers. You're not going to like this but I can see why bitcoiners say it's the bonds of the future because even western governments will start to have credit risk soon"  
[X Link](https://x.com/JamesHMackay/status/1692426329642119577)  2023-08-18T06:40Z [----] followers, [--] engagements


"I imagine #JacksonHole is just a bunch of economists and central bankers gathering jerking each other off while offering toasts about how they've been able to maintain the scam of the federal reserve system for [---] years while cancelling all other monetary structure ideas"  
[X Link](https://x.com/JamesHMackay/status/1695087117376917597)  2023-08-25T14:53Z [----] followers, [----] engagements


"Reluctantly starting #AynRand's #AtlasShrugged as I have a lot of driving around Ontario this month. 52.5h at 2x speed. Anyone else read this Worth the hype"  
[X Link](https://x.com/JamesHMackay/status/1695496521406365881)  2023-08-26T18:00Z [----] followers, [---] engagements


"My Grandmother's memorial was today. She came to Canada from Finland when she was [--] years old & lived to [--]. She was a tough woman. I feel like these photos of her and my grandfather should live forever. "Take care of your garden and your garden will take care of you.""  
[X Link](https://x.com/JamesHMackay/status/1695877122517258729)  2023-08-27T19:13Z [----] followers, [----] engagements


"$GBTC wins vs. the SEC. Big day"  
[X Link](https://x.com/JamesHMackay/status/1696577640222879877)  2023-08-29T17:36Z [----] followers, [--] engagements


"Back in Toronto the #EglingtonLRT line which started in [----] still isn't done. Was just told the Chunnel connecting Britain to France UNDERWATER took less time to build. As did the Panama Canal. Remember that when considering investing in Canadian infrastructure projects"  
[X Link](https://x.com/JamesHMackay/status/1699378611629756594)  2023-09-06T11:06Z [----] followers, [----] engagements


"No coal company shareholders are in coal for growth. If your own mines are trading for a song the winning bid will pay BHP a song as well. #coaltwitter"  
[X Link](https://x.com/JamesHMackay/status/1699589081301225498)  2023-09-07T01:03Z [----] followers, [----] engagements


"@MikeZaccardi @SoberLook Recent data is a bit off due to a [--] standard dev warm winter last year. The energy issues weren't solved. A normal-cold winter and you'll see inflation come back"  
[X Link](https://x.com/JamesHMackay/status/1700226954354389348)  2023-09-08T19:17Z [----] followers, [--] engagements


"Traveling makes you realize the pros and cons of each society. Healthy food inflation in Canada is WILD. South American living smokes Canada in this category. I prefer living where the food grows on trees all around you and meat is abundant"  
[X Link](https://x.com/JamesHMackay/status/1701261302029598874)  2023-09-11T15:47Z [----] followers, [----] engagements


"@SteveWps @Josh_Young_1 $VTLE mgmt didn't get the memo. "Increased FCF by 90%" at [--] WTI and [---] HH gross not 90% per share & hedging [----] at $75 WTI Market isn't going to like this initially. Would've been better off buying back shares. It's a sideways move for scale. Perhaps VTLE had poor inventory"  
[X Link](https://x.com/JamesHMackay/status/1702297528161427704)  2023-09-14T12:25Z [----] followers, [----] engagements


"US. "Canada fuck your oil pipeline we're going to send $6b (of printed money) to Iran (who also vows to not rest until former US officials are murdered)." I'm about 1/3 of the way through #AtlasShrugged but it seems like it's a very relevant book for decisions like this"  
[X Link](https://x.com/JamesHMackay/status/1704829808390066609)  2023-09-21T12:07Z [----] followers, [----] engagements


"@ENERGY Hydro is great but also limited. With wind and solar in most areas politicians will eventually make the average US citizen poorer with low productivity energy sources while making China rich as the parts and materials for those are made in China powered by. efficient coal"  
[X Link](https://x.com/JamesHMackay/status/1704835487536447936)  2023-09-21T12:30Z [----] followers, [--] engagements


"@mfwarder Got your point still going to see it through. 1st 1/3rd has been about unproductive uses of capital = societal decline political gateway rent seekers people wanting handouts & human incentives. We'll see what the 2/3 of the book that I have left is like"  
[X Link](https://x.com/JamesHMackay/status/1704852024016212298)  2023-09-21T13:36Z [----] followers, [---] engagements


"@themavlife Same I own a lot but im looking for mean reversion trades in oil juniors now. Want to roll some winners into those"  
[X Link](https://x.com/JamesHMackay/status/1707199642071375874)  2023-09-28T01:04Z [----] followers, [---] engagements


"Looks like Grandpa Yamamoto also went margin long energy stocks [--] months ago and just woke up to see $95 WTI. (Credit to eggs.tyrone on IG)"  
[X Link](https://x.com/JamesHMackay/status/1707211966870147537)  2023-09-28T01:53Z [----] followers, [----] engagements


"New local high. Felicidades para meus #petrobros $PBR $PBR.A"  
[X Link](https://x.com/JamesHMackay/status/1712855462322884847)  2023-10-13T15:39Z [----] followers, [----] engagements


"@PatrickCeresna said let's get drunk at the Rhum Shack in Lisbon. I didn't realize it was his bar and cocktail menu. 🍻"  
[X Link](https://x.com/JamesHMackay/status/1713307998926393685)  2023-10-14T21:37Z [----] followers, [----] engagements


"@simonstiell @IEA Ambitious decisions like changing the laws of physics and economics Climate is global. The solutions being presented are just meant to wash money keep the average person poor and wealth abundance low"  
[X Link](https://x.com/JamesHMackay/status/1716827848949018919)  2023-10-24T14:43Z [----] followers, [----] engagements


"@Pedro100000010 Call it what you want insurance modern bonds a commodity investment hard money. whatever. it's function to those who own it and its value proposition is clear so long as governments continue to abuse the monetary system"  
[X Link](https://x.com/JamesHMackay/status/1717221801527333136)  2023-10-25T16:49Z [----] followers, [---] engagements


"We're all long #coaltwitter when short euro green energy appears to have been the better bet. I thought the green collapse would take longer. Perhaps now we can get multiple expansions in coal stocks"  
[X Link](https://x.com/JamesHMackay/status/1717590566056161772)  2023-10-26T17:14Z [----] followers, [----] engagements


"$PBR $PBR.A growth on growth of oil rich wells. More growth by the end of Q1 2024"  
[X Link](https://x.com/JamesHMackay/status/1717887542031253907)  2023-10-27T12:54Z [----] followers, [----] engagements


"To elaborate"  
[X Link](https://x.com/JamesHMackay/status/1717887543771832575)  2023-10-27T12:54Z [----] followers, [--] engagements


"Notice the domestic market growing. good sign that business in Brazil is doing quite well. now imagine the amount of money circulating there once their interest rate declining cycle kicks into gear"  
[X Link](https://x.com/JamesHMackay/status/1717887545797710201)  2023-10-27T12:54Z [----] followers, [--] engagements


"Bumped into @PatrickCeresna in Mexico then Portugal and he graciously invited me to discuss investing as a lifestyle on one of my favourite podcasts @TheMarketHuddle 🍻"  
[X Link](https://x.com/JamesHMackay/status/1717899506144952615)  2023-10-27T13:42Z [----] followers, [----] engagements


"@CP24 Which doctors specifically Most doctors I spoke to in Canada said the MRNA shot caused more people harm than good"  
[X Link](https://x.com/JamesHMackay/status/1718612852439761204)  2023-10-29T12:56Z [----] followers, [----] engagements


"$NVDA with more fraud. Why did a farm animal welfare charity just buy $500M worth of Nvidia chips🧐 $NVDA https://t.co/YYILg3R6qC Why did a farm animal welfare charity just buy $500M worth of Nvidia chips🧐 $NVDA https://t.co/YYILg3R6qC"  
[X Link](https://x.com/JamesHMackay/status/1719133230601736626)  2023-10-30T23:24Z [----] followers, [----] engagements


"@Geologo_Trader There is an entire town with the economy based on cheap electronics on the border of Argentina in Paraguay at foz do iguazu"  
[X Link](https://x.com/JamesHMackay/status/1719380949194957288)  2023-10-31T15:48Z [----] followers, [---] engagements


"Looking at real estate prices in Cancun Tulum and Playa - Playa has been a value trap. Good income but built too many birdcage style apartments and now prices are low. Tulum infrastucture will always be a nightmare. Cancun would have better the better investment"  
[X Link](https://x.com/JamesHMackay/status/1721584494807826437)  2023-11-06T17:45Z [----] followers, [----] engagements


"Everyone thinking inflation is gone for good is lying to themselves and banking on hope instead of math over time"  
[X Link](https://x.com/JamesHMackay/status/1724952368289128663)  2023-11-16T00:47Z [----] followers, [----] engagements


"@themavlife Ill get a better idea of that when im in brazil but I prefer $PAGS on the numbers"  
[X Link](https://x.com/JamesHMackay/status/1726728853878354394)  2023-11-20T22:26Z [----] followers, [---] engagements


"War is peace. Freedom is slavery. Ignorance is strength"  
[X Link](https://x.com/JamesHMackay/status/1726994099855839521)  2023-11-21T16:00Z [----] followers, [----] engagements


"@TwinTurboCe1ica Ok but. $4b settlement. $36b value. It is not a US centric thing it's a worldwide business"  
[X Link](https://x.com/JamesHMackay/status/1727093523101499443)  2023-11-21T22:35Z [----] followers, [---] engagements


"For your own safety the US 'needs' a monopoly on printing money and a monopoly on the ability to carry out violence against anyone or any organization that attempts to use an alternative currency and credit system. It is a threat she is saying they are the mob"  
[X Link](https://x.com/JamesHMackay/status/1727319534821130468)  2023-11-22T13:34Z [----] followers, [----] engagements


"ATH portfolio today. Bitcoin $BTC really is a beautiful thing. Price corrections will be bought $100k easily within sight with the world introducing spot ETFs. making my year. Don't listen to egos telling you what $BTC is and isn't. The market collectively votes its purpose"  
[X Link](https://x.com/JamesHMackay/status/1728086446102200452)  2023-11-24T16:21Z [----] followers, [----] engagements


"Dominicans are fun. Punta Cana is living up to the hype. Another win for Latin America over western societies"  
[X Link](https://x.com/JamesHMackay/status/1729350812973883526)  2023-11-28T04:05Z [----] followers, [----] engagements


"OPEC+ cuts $PBR cartel inclusion free upgrade to first class on my flight. not a bad day"  
[X Link](https://x.com/JamesHMackay/status/1730318392534471134)  2023-11-30T20:10Z [----] followers, [----] engagements


"@mfwarder [--] weeks left of possible tax loss selling in Canada so not likely to turn til that's done"  
[X Link](https://x.com/JamesHMackay/status/1730895090581639177)  2023-12-02T10:22Z [----] followers, [---] engagements


"Two absolute super rocket Latinas that I know arrived in Dubai today first class tickets. Neither work officially. I'm sure by the end of the week they will be flying back home. This is how #COP28 dollars are spent"  
[X Link](https://x.com/JamesHMackay/status/1731826055260815478)  2023-12-05T00:01Z [----] followers, [----] engagements


"@GoForGrubes2 Was thinking that a while ago Im at [--] avg"  
[X Link](https://x.com/JamesHMackay/status/1732523412629618703)  2023-12-06T22:12Z [----] followers, [---] engagements


"@SteveBarton101 @mfwarder Post to spotify please"  
[X Link](https://x.com/JamesHMackay/status/1732565147174981798)  2023-12-07T00:58Z [----] followers, [---] engagements


"@JavierBlas $vet punching the air right now"  
[X Link](https://x.com/JamesHMackay/status/1733118442977296751)  2023-12-08T13:36Z [----] followers, [---] engagements


"2.5 hours of trading and [--] days of a brutal sell off is almost entirely reversed. Lesson - markets move faster than ever so go with your gut and pull triggers. Only levered 6% of the port that day crazy that the buy window on many stocks closed that fast. Hope others BTF'nD"  
[X Link](https://x.com/JamesHMackay/status/1735310349358796898)  2023-12-14T14:46Z [----] followers, [----] engagements


"@InvestInOnG I expected a relief rally but not this craziness. Definitely a thank you to JPOW"  
[X Link](https://x.com/JamesHMackay/status/1735317043593764939)  2023-12-14T15:13Z [----] followers, [---] engagements


"I'm no expert in growth stocks large caps China wholesale delivery companies cloud storage/computing or "AI" but this hated company $BABA is starting to look really attractive. It's borderline a value stock here and its peers are multiples of its financial valuation metrics"  
[X Link](https://x.com/JamesHMackay/status/1735325030798516325)  2023-12-14T15:45Z [----] followers, [----] engagements


"@DanOHerrin Thinking nominally if interest rates are high most people are afraid of debt. Thinking in real terms there is a reason every very wealthy person i know used debt to get there. The price of money must be measured against inflation in the current system. Leverage is a tool"  
[X Link](https://x.com/JamesHMackay/status/1735333248127975846)  2023-12-14T16:17Z [----] followers, [--] engagements


"If my portfolio was a stock you would think it's time for a sexy break out. $PBR $BTC $NFE $U.UN $KAP $HCC $CSO.V $SMR $PAGS $BAK $BABA $TRMD $IPCO and a whole bunch of #COM oil beta juniors/mids"  
[X Link](https://x.com/JamesHMackay/status/1736889086294552810)  2023-12-18T23:20Z [----] followers, 12.4K engagements


"@UndervaluedOnG (Googles BSD). to any others curious dont google it haha"  
[X Link](https://x.com/JamesHMackay/status/1736891183396221306)  2023-12-18T23:28Z [----] followers, [---] engagements


"@416Bread Bought maybe [--] different oversold stocks in oil gold and precious metals last week for Canadian tax loss selling season more as trades. Mostly relatively illiquid ones. Also added BAK & BABA and small positions in [--] Argentina Cos"  
[X Link](https://x.com/JamesHMackay/status/1736934487785607653)  2023-12-19T02:20Z [----] followers, [--] engagements


"Read Warren's bill and you realize this is the point of the legislation. You will not be allowed to own your own assets must be in a custodian friendly with the government. If the bill doesn't pass they'll sneak it into another bill. Worth putting your $BTC in cold storage now"  
[X Link](https://x.com/JamesHMackay/status/1737229797648986187)  2023-12-19T21:53Z [----] followers, [----] engagements


"@charlesbonnerjr @JMilei I hope he is just playing along for a while until he can pull the trigger and abandon them but admittedly worried"  
[X Link](https://x.com/JamesHMackay/status/1737902617458606514)  2023-12-21T18:27Z [----] followers, [--] engagements


"@calvinfroedge Name the imposters"  
[X Link](https://x.com/JamesHMackay/status/1737907623607910404)  2023-12-21T18:47Z [----] followers, [---] engagements


"Wake up to see that China is limiting video game time and money spent mostly aimed at kids (arguably a good thing for any society) and $BABA with almost no direct exposure to that segment gets sold off. Another instance where indexing gets it wrong. BABA is not Tencent"  
[X Link](https://x.com/JamesHMackay/status/1738174162512859417)  2023-12-22T12:26Z [----] followers, [----] engagements


"Long term rates of containers between Asia and Europe are negotiated Jan [--]. If the contracts default around Africa cause the red sea risk is too high then the container ships are all underpriced. All container companies benefit from the Africa route and arguably want it"  
[X Link](https://x.com/JamesHMackay/status/1739738002501337486)  2023-12-26T20:00Z [----] followers, 18.5K engagements


"To everyone who posts memes dilligently especially those pushing the boundaries. Merry Christmas. You make the social media-verse more tolerable"  
[X Link](https://x.com/JamesHMackay/status/1739834163702681625)  2023-12-27T02:22Z [----] followers, [----] engagements


"@thomasg_grizzle @timber001 In the market the investor is the house and the odds over time are in your favour. In sports betting if you arent the bookie the odds over time are stacked against you"  
[X Link](https://x.com/JamesHMackay/status/1740975598498169277)  2023-12-30T05:58Z [----] followers, [---] engagements


"People 60+ hold the vast majority of wealth & soon many will own a small portion of wealth in $BTC in their retirement accounts akin to insurance but they will own more gold than BTC. I keep asking naysayers what happens when they die & the younger gen inherits the gold/BTC"  
[X Link](https://x.com/JamesHMackay/status/1742206545608278133)  2024-01-02T15:29Z [----] followers, [----] engagements


"My answer to the question is - most wil convert the gold to $BTC. Gold is a $14t asset class. $BTC is proving to be better gold and it is what $900b now Now. if government bond rates decrease such that we have negative real rates again that's a +/-$51t market in the US"  
[X Link](https://x.com/JamesHMackay/status/1742206546757533916)  2024-01-02T15:29Z [----] followers, [---] engagements


"The internet exists. It takes less than an hour understand that $BTC offers better value than bonds in negative real rate environments. People are saying $BTC buyers are front running ETFs. No we are all front running continued government stupidity and the boomer class expiring"  
[X Link](https://x.com/JamesHMackay/status/1742206549462765733)  2024-01-02T15:29Z [----] followers, [---] engagements


"@dasguben You want to bet [--] oz of silver so a unit denominated outside of the bet currency price. currently about 48$ Shipping costs are higher on 2oz of silver than your bet. You want to bet outside USD make it [---] BTC. I say over 25k usd/BTC price you say below"  
[X Link](https://x.com/JamesHMackay/status/1742282683479163312)  2024-01-02T20:32Z [----] followers, [--] engagements


"@BubleQe Rough #s 190b MC 132b EV 7.5x FCF/MC buying back about 6% this year then more after and growing revenue + tiny div. 20% FCF/EV. That is value on a stock like $baba. The risk is theft of the treasury or competition. Ill take that risk at those %s"  
[X Link](https://x.com/JamesHMackay/status/1742376339980603502)  2024-01-03T02:44Z [----] followers, [---] engagements


"I keep wanting to full degen buy $BABA but portfolio construction theory suggests I don't do it. What other Chinese stocks have been violently beaten down that are making big profits Shill me your Chinese ideas and bags"  
[X Link](https://x.com/JamesHMackay/status/1742601789889757256)  2024-01-03T17:40Z [----] followers, [----] engagements


"@energyburrito Wtf Someone wipe the debt with equity"  
[X Link](https://x.com/JamesHMackay/status/1742624260055531936)  2024-01-03T19:09Z [----] followers, [---] engagements


"@dasguben Ok I won't say no to 100$ usd but im hoping you will up the bet. I can send money in mexico US & canada. Outside of that much easier to send bitcoin cross borders internationally. December [--] [----] +/- 25k usd price You have yourself a bet"  
[X Link](https://x.com/JamesHMackay/status/1742999643963748759)  2024-01-04T20:01Z [----] followers, [--] engagements


"@Grayscale 1.5% eh So the plan is to continue robbing existing holders and pass off the volume to the 10+ other ETFs"  
[X Link](https://x.com/JamesHMackay/status/1745333830385340593)  2024-01-11T06:36Z [----] followers, [---] engagements


"$GBTC was a great trade for [----]. After scanning all the available ETFs for #bitcoin cold storage still wins but for those who just want to click to buy and sell in their brokerage $BITB appears like the clear winner of the [--] funds launched in terms of structure"  
[X Link](https://x.com/JamesHMackay/status/1745473984651461105)  2024-01-11T15:53Z [----] followers, [----] engagements


"@Michael71718318 That is not how the market works. You personally don't have to believe in something for it to have value. To a growing portion of the world BTC is a better money. One person's opinion on it does not matter at all. There are millions of buyers and sellers who determine value"  
[X Link](https://x.com/JamesHMackay/status/1745543888071180798)  2024-01-11T20:31Z [----] followers, [---] engagements


"@TylerHardt In terms of volume Blackrock and GBTC win yes but not ETF structure"  
[X Link](https://x.com/JamesHMackay/status/1745562285848879526)  2024-01-11T21:44Z [----] followers, [--] engagements


"We are each [--] of [--] bil people on that tiny spec and there are more stars in the universe than grains of sand on the earth. Twitter opinions don't matter much nor does your ego. You might pass around that star [--] times if you are lucky. Spend your time pursuing something awesome"  
[X Link](https://x.com/JamesHMackay/status/1745668981057294766)  2024-01-12T04:48Z [----] followers, [----] engagements


"@Michael71718318 Fair point but what seems like nonsense to you is the US dollar system for 460+ million bitcoin wallets. Money is a ledger & the default ledger is run by corruption. $BTC as a unit of account is trust in math & the strongest computer network in history over unlimited printing"  
[X Link](https://x.com/JamesHMackay/status/1745846913608355878)  2024-01-12T16:35Z [----] followers, [---] engagements


"@Michael71718318 FTX Celsius and others are not bitcoin. That is like saying Bre-X is gold. Let's make a deal. I would read that book "Easy Money" if you read "Broken Money." I would even send you a copy or on tape if you prefer"  
[X Link](https://x.com/JamesHMackay/status/1745936843764388186)  2024-01-12T22:32Z [----] followers, [---] engagements


"@SteveWps @Michael71718318 Would love to hear the flaws of BTC when compared to USD fiat. aside from current network adoption. Hayek vs. Keynes debates in the 30s only proved that elites preferred the Keynes' system as it benefitted them more. No one alive has lived in a hard money world so no one knows"  
[X Link](https://x.com/JamesHMackay/status/1745941414570004954)  2024-01-12T22:50Z [----] followers, [--] engagements


"@Michael71718318 @SteveWps Let's say $BTC reaches $2tril in value [--] countries adopt it as legal tender and many companies hold it on their balance sheets like gold or bonds. Would you change your stance then"  
[X Link](https://x.com/JamesHMackay/status/1746180128147698064)  2024-01-13T14:39Z [----] followers, [---] engagements


"With current cash & equivs + FCF Alibaba could buy back all its stock in +/-4 years at this valuation. for the world's largest retailer w/diversified income streams. 🧐 no better use of funds than that for $BABA mgmt. My guess is momentum funds are blindly selling indexes"  
[X Link](https://x.com/JamesHMackay/status/1748297922146378047)  2024-01-19T10:54Z [----] followers, 11K engagements


"@JerrelTewes You think. They likely buy back 7-8% of the stock this year with the existing buyback if the SP remains here. My guess is by July/August they will have done that if shares stay low then file for more buybacks. Risk is stock based comp and poor use of existing cash"  
[X Link](https://x.com/JamesHMackay/status/1748303320530169994)  2024-01-19T11:16Z [----] followers, [---] engagements


"@WestheimCapital Based on"  
[X Link](https://x.com/anyuser/status/1748353540878201096)  2024-01-19T14:35Z [--] followers, [---] engagements


"$NFE volume coming back as it should at $32"  
[X Link](https://x.com/JamesHMackay/status/1748367866791968901)  2024-01-19T15:32Z [----] followers, [----] engagements


"What turns it is an almost $300b (1t yuan) Chinese stock market rescue package. For reference below are the sizes of China's top companies by market cap. $BABA Comments in this makes me think peak pessimism is in or near. Only question is what turns it. Comments in this makes me think peak pessimism is in or near. Only question is what turns it"  
[X Link](https://x.com/JamesHMackay/status/1749622507798143277)  2024-01-23T02:38Z [----] followers, [----] engagements


"@BDEPardell @Michael71718318 @SteveWps Who knows what rumours are true but it makes sense as they are all about gold in the middle east so they must understand the BTC thesis too. Early adopters are rewarded most in ponzis and BTC it the best most honest ponzi ever"  
[X Link](https://x.com/JamesHMackay/status/1749625646446260261)  2024-01-23T02:50Z [----] followers, [----] engagements


"@Michael71718318 It could be said that all currencies = ponzis. They need adoption & mass confidence to have value. Twitter is valuable but 1000+ social networks that failed hold no value. It is first mover advatage & adoption of a better product. BTC is confidence in math & computers humans"  
[X Link](https://x.com/JamesHMackay/status/1749644700330439167)  2024-01-23T04:06Z [----] followers, [---] engagements


"@bobby_gmmoat @Folken911 @Sino_Market No $BABA has a +/- 100b EV"  
[X Link](https://x.com/JamesHMackay/status/1749646375724171719)  2024-01-23T04:12Z [----] followers, [--] engagements


"Shipping is getting wild. has there been any better sector performer since Christmas Long term rates of containers between Asia and Europe are negotiated Jan [--]. If the contracts default around Africa cause the red sea risk is too high then the container ships are all underpriced. All container companies benefit from the Africa route and arguably want it. Long term rates of containers between Asia and Europe are negotiated Jan [--]. If the contracts default around Africa cause the red sea risk is too high then the container ships are all underpriced. All container companies benefit from the"  
[X Link](https://x.com/anyuser/status/1750170890346615268)  2024-01-24T14:57Z [--] followers, [----] engagements


"So it's a lock Trump vs. who I expect Biden drops out within [--] months it is amazing they got him this far. SHOCK REPORT: ⚠ Exit polling reveals 70% of those who voted for Nikki Haley in New Hampshire were not registered Republicans 🤣🤣🤣 https://t.co/9NhHKHt9Jn SHOCK REPORT: ⚠ Exit polling reveals 70% of those who voted for Nikki Haley in New Hampshire were not registered Republicans 🤣🤣🤣 https://t.co/9NhHKHt9Jn"  
[X Link](https://x.com/JamesHMackay/status/1750184832393486387)  2024-01-24T15:52Z [----] followers, [----] engagements


"An ex girlfriend just asked me how to learn about investing quickly. She asked for the best books ideally not dry but entertaining. Any book recommendations or tips for beginners would be appreciated 🍻"  
[X Link](https://x.com/JamesHMackay/status/1750712631743123498)  2024-01-26T02:49Z [----] followers, [----] engagements


"@Gugo907 And it's an election year and the dems need both to filter out anything pro-Trump"  
[X Link](https://x.com/JamesHMackay/status/1750713487255351519)  2024-01-26T02:53Z [----] followers, [---] engagements


"@FactExaminer @trend_bullish So iran pumping oil is more important than killing americans eh. Interesting take"  
[X Link](https://x.com/JamesHMackay/status/1751989251510607900)  2024-01-29T15:22Z [----] followers, [--] engagements


"One negative about renting out apartments is. every few years something is damaged that the guest has 'no idea' how it happened. This immaculate tempered glass damage is an example. Who needs bathroom privacy though right FML"  
[X Link](https://x.com/JamesHMackay/status/1752490913715175686)  2024-01-31T00:36Z [----] followers, [----] engagements


"Reminder. higher rates for longer is good for oil"  
[X Link](https://x.com/JamesHMackay/status/1752797352606273627)  2024-01-31T20:53Z [----] followers, 13.8K engagements


"@calvinfroedge sounds like an ad for bitcoin adoption"  
[X Link](https://x.com/JamesHMackay/status/1753084474030510274)  2024-02-01T15:54Z [----] followers, [---] engagements


"$BTC Gold in my mind and most young people's minds. Gold is $14-15t. That is the base case mcap once the current 70+ crowd passes away. About 14x in let's say [--] years maybe sooner without inflation or negative real rates without additional country adoption. Upside is wild"  
[X Link](https://x.com/JamesHMackay/status/1753846555071676424)  2024-02-03T18:22Z [----] followers, [----] engagements


"@DILPTZ I liked that but now there are ways to own BTC as an anon just not as easily as monero"  
[X Link](https://x.com/JamesHMackay/status/1753878030265549301)  2024-02-03T20:28Z [----] followers, [--] engagements


"So America performed air strikes on [--] targets in Syria Iraq and the Houthi region this weekend. The US house is voting on 18b for Isreal this week and the IDF raided a hospital. Please correct me if I'm wrong but WHAT PEACE IN THE MIDDLE EAST Does anyone really think that Israel will stop and the Houthis will stop I'm very curious. Market algos reacted so quickly without details. Does anyone really think that Israel will stop and the Houthis will stop I'm very curious. Market algos reacted so quickly without details"  
[X Link](https://x.com/JamesHMackay/status/1753951518582100148)  2024-02-04T01:20Z [----] followers, 15.1K engagements


"I rarely short stocks but I do look forward to shorting $NVDA. Nearing peak mania"  
[X Link](https://x.com/JamesHMackay/status/1755638880534229115)  2024-02-08T17:05Z [----] followers, [----] engagements


"No 9am smash today. what do you think oil stocks do when WTI crosses [--] and gets back into the 80s again Short tech long oil is back on with the chance of higher rates for longer after today's CPI. Should be fun into the next FOMC meeting"  
[X Link](https://x.com/JamesHMackay/status/1757409692802764814)  2024-02-13T14:21Z [----] followers, [----] engagements


"Day [--] home shopping in Medellin. Massive gorgeous [--] bedroom penthouse in El Tesoro asking $700k USD likely worth about $600k. Rent only about $3500 a month unfurnished (beautiful dogs not included) Cost of capital suggests renting is likely a better option so far 🤔"  
[X Link](https://x.com/JamesHMackay/status/1758275340932112847)  2024-02-15T23:41Z [----] followers, 11.8K engagements


"@BDEPardell [--] more days of shopping until I decide to build buy/reno buy precon or if the deal too good to be true just rent"  
[X Link](https://x.com/JamesHMackay/status/1758277174115836024)  2024-02-15T23:48Z [----] followers, [---] engagements


"@BlackHarley120R I dont know enough about it regarding real estate but i own a few argentina stocks. Just hope Milei can rip off the socialist bandaid and has the balls to default the bonds and input a hard currency before he is out of office"  
[X Link](https://x.com/JamesHMackay/status/1758482574416941185)  2024-02-16T13:24Z [----] followers, [--] engagements


"@BDEPardell And what exactly is your point"  
[X Link](https://x.com/JamesHMackay/status/1758853787345735975)  2024-02-17T13:59Z [----] followers, [---] engagements


"@timber001 Did not know that. I lived in Russia. It is mostly a mafia state. Justice doesn't exist unless you are with the mafia. You sure its not just the loudest of the Trump supporters admiring Putin I havent seen or heard many Putin supporters"  
[X Link](https://x.com/JamesHMackay/status/1758981211605582259)  2024-02-17T22:26Z [----] followers, [---] engagements


"Bitcoin $BTC has been the best performing asset [--] of the last [--] years compared to all other asset classes & it's already leading returns in '24 in a bull market. It's $1t in value yet most reading this don't own any and somehow egos continue to think that it's going to [--] SMH"  
[X Link](https://x.com/JamesHMackay/status/1759568577533825212)  2024-02-19T13:20Z [----] followers, [----] engagements


"Nat Gas investor's final boss"  
[X Link](https://x.com/JamesHMackay/status/1759770572882330026)  2024-02-20T02:42Z [----] followers, [----] engagements


"Ok I'm in $JD with a WTF low valuation. Low risk giant potential reward like $BABA"  
[X Link](https://x.com/JamesHMackay/status/1759963770481193393)  2024-02-20T15:30Z [----] followers, [----] engagements


"Bitcoin ATMs in Colombia ❤"  
[X Link](https://x.com/JamesHMackay/status/1760009116301271341)  2024-02-20T18:30Z [----] followers, [----] engagements


"@maxkeiser @zerohedge You have the money printer holding up most of those stocks. They only crash if hard money is imposed. Powell will be replaced if he does that. The regime changed in [----]. Maybe crash in bitcoin terms if negative real rates and QE are back on"  
[X Link](https://x.com/JamesHMackay/status/1761500149900054726)  2024-02-24T21:15Z [----] followers, [---] engagements


"2 months in basically even with the S&P. Order in size what portfolio holdings should be increased and which decreased [--]. $BITB [--]. $PBR.A [--]. $BABA [--]. $BAK [--]. $NFE [--]. $PAGS [--]. $INSW [--]. $BTU [--]. $TAL.TO [--]. $KAP [--]. $HCC [--]. $TRMD [--]. $U.UN [--]. $VAL [--]. Bunch of oil/metcoal beta"  
[X Link](https://x.com/JamesHMackay/status/1762498153205657979)  2024-02-27T15:21Z [----] followers, [----] engagements


"The year is [----] & $BTC is world money. Gold & paper currencies only exist in museums. All the world's assets are priced Satoshis and Satoshi ('s children) has not sold any of his 1m BTC. About 4m $BTC are lost (16m liquid supply). What's the value of [--] $BTC in USD terms"  
[X Link](https://x.com/JamesHMackay/status/1762575560574714069)  2024-02-27T20:28Z [----] followers, [----] engagements


"@joemama48072123 @TaviCosta I agree but not cause the lines told me so but more because Brazil is firing on all cylinders with its commodities and exports"  
[X Link](https://x.com/JamesHMackay/status/1762629615816679550)  2024-02-28T00:03Z [----] followers, [--] engagements


"Can we get three 5% days in a row This bitcoin cycle is going to be wild. I think it is coming for a chunk of gold's market cap and probably some bonds too. $BTC $BITB"  
[X Link](https://x.com/JamesHMackay/status/1762835959916138913)  2024-02-28T13:43Z [----] followers, [----] engagements


"Ask prices here in MDL to buy don't make much sense vs. cap rates rental prices interest rates and local wages. I was told today 70% of buyers are foreigners. Maybe everyone wants year-round spring/summer the world's best coffee and fresh ripe fruit on every tree"  
[X Link](https://x.com/JamesHMackay/status/1763400600459375018)  2024-03-01T03:07Z [----] followers, [----] engagements


"For the first time this year I'm above the S&P. Feels like a nice fuck you to semi-conductors and AI"  
[X Link](https://x.com/JamesHMackay/status/1763633718835470636)  2024-03-01T18:33Z [----] followers, [----] engagements


"Just orange-pilled a girl here in MDL. Still have an impossible time convincing specifically men over [--] years old. I can not think of anything that my generation can do that would have a more positive impact on the world than the separation of money & state. $BTC"  
[X Link](https://x.com/JamesHMackay/status/1764014504612950036)  2024-03-02T19:46Z [----] followers, [----] engagements


"@ILPTILPT I would love to live in a monero world"  
[X Link](https://x.com/JamesHMackay/status/1764027989438673309)  2024-03-02T20:40Z [----] followers, [---] engagements


"@mfwarder @radog_77 @FL46568347 @CouldBeMistaken If BTC isn't a currency the Mexican peso isn't either the ruble also isn't. You're saying once it is more stable you will call it a currency. Basically you one person are saying you individually will call it a currency once it is way higher in value"  
[X Link](https://x.com/JamesHMackay/status/1764128329479725396)  2024-03-03T03:19Z [----] followers, [---] engagements


"@CouldBeMistaken @mfwarder @radog_77 @FL46568347 A metaphor. Imagine a world where twitter takes weeks to send messages to people in other countries and elon can block those messages if he chooses. Now imagine there is a new Twitter without ads and all messages are delivered instantly without permission"  
[X Link](https://x.com/JamesHMackay/status/1764151631803736502)  2024-03-03T04:51Z [----] followers, [--] engagements


"@mfwarder @AssetTraveller @balajis To the millions who believe it is a currency you are saying they are wrong and you are right. Pure ego. Someone else's truth can be different from yours. To many in this world bitcoin puts the power in the hands of the individual and removes it from the state - its purpose"  
[X Link](https://x.com/JamesHMackay/status/1764293865064788175)  2024-03-03T14:16Z [----] followers, [---] engagements


"@mfwarder @AssetTraveller @balajis Absolutely yes if it is new and a growing # of people prefer it to existing legacy currencies. Just like if a currency is trash it can go down 10% or more in one day as thousands have in the past due to human stupidity. $BTC is trust in math and rules over trust in people"  
[X Link](https://x.com/JamesHMackay/status/1764296615425098152)  2024-03-03T14:27Z [----] followers, [---] engagements


"Another real life $BTC ad. Bitcoin is going to smash through 69k enroute to the 90k range. Young people are sick of the current debt-based fiat system. Fiat = where you get punished for not accumulating debt https://t.co/cqEcdSYHZT Fiat = where you get punished for not accumulating debt https://t.co/cqEcdSYHZT"  
[X Link](https://x.com/JamesHMackay/status/1764641178786349300)  2024-03-04T13:16Z [----] followers, [----] engagements


"With giant cash balances the question is whether Chinese tech companies will learn the power of meaningful buybacks and share reductions (not 3-4% per year type buybacks). The market is giving [--] value for new investments in China so they might as well buy themselves. $BABA $JD"  
[X Link](https://x.com/JamesHMackay/status/1764671866969391407)  2024-03-04T15:18Z [----] followers, [----] engagements


"@BowTiedColombia I'm here in MDL for the month home shopping or going to build. If you're around let me know"  
[X Link](https://x.com/JamesHMackay/status/1764726960255652307)  2024-03-04T18:57Z [----] followers, [---] engagements


"I keep asking myself why I should own other oil companies in comparison to Petrobras. Maybe diversification is for passive investors only. $PBR $PBR.A $PBR.A $PBR #PETROBRAS GOLDMAN SACHS: BRAZIL'S OIL EXPORTS SHOULD GROW 80% IN 2023-2026 https://t.co/3I8KmKAeYq $PBR.A $PBR #PETROBRAS GOLDMAN SACHS: BRAZIL'S OIL EXPORTS SHOULD GROW 80% IN 2023-2026 https://t.co/3I8KmKAeYq"  
[X Link](https://x.com/JamesHMackay/status/1764744721270735140)  2024-03-04T20:08Z [----] followers, [----] engagements


"New all time high tomorrow morning Inflation adjusted ATH next week"  
[X Link](https://x.com/JamesHMackay/status/1764790504493904274)  2024-03-04T23:10Z [----] followers, [----] engagements


"@CouldBeMistaken Buying bitcoin is like buying a better gold or better bonds at this point cause systematically no politicians have the balls to stop the USD printing and negative rates machine over long periods of time. So negative rates vs overall inflation + money printing = scarce BTC up"  
[X Link](https://x.com/JamesHMackay/status/1764946357658227002)  2024-03-05T09:29Z [----] followers, [--] engagements


"@CouldBeMistaken @MrAbdeesh 1.3t $BTC and 2.5t total crypto and its not an asset class 🤔 by who's definition It just passed the Swiss Franc. Why is it not an asset class cause it is new Cause you cannot touch it Again money is a ledger. When the total value is equal to gold is it then an asset class"  
[X Link](https://x.com/JamesHMackay/status/1765015594733064306)  2024-03-05T14:04Z [----] followers, [---] engagements


"@CouldBeMistaken @MrAbdeesh Yes on chain metrics are widely available by various providers. Prior to ETFs many institutions were not allowed to own BTC according to their charters. That has changed. So non-self custody is temporarily increasing. Akin to $GLD to to physical gold holdings"  
[X Link](https://x.com/JamesHMackay/status/1765020929111793895)  2024-03-05T14:25Z [----] followers, [--] engagements


"$BTC has broken past silver and the Swiss Franc in terms of monetary value. Hash rate and # of wallets is at an ATH. Combined ETFs now hold over [------] coins"  
[X Link](https://x.com/JamesHMackay/status/1765134548491214919)  2024-03-05T21:57Z [----] followers, [----] engagements


"If trends continue Bitcoin will hit $1m/coin within the next decade and naysayers will still be hating on it calling for $BTC to 0"  
[X Link](https://x.com/JamesHMackay/status/1765430922743021870)  2024-03-06T17:35Z [----] followers, [----] engagements


"@radog_77 You can say the fastest growing market in the world is wrong if you like. BTC rewards early adoption. It's a bet the USD system will continue negative real rates and printing. If $BTC is the benchmark I don't see how other assets will compete over a long time scale"  
[X Link](https://x.com/JamesHMackay/status/1765437405723541529)  2024-03-06T18:00Z [----] followers, [---] engagements


"@radog_77 Ok true but other small countries have incentives to adopt it. Companies too. It is desirable to anyone who wants money to be scarce and immutable. What happens when insurance cos put a portion of their bond holdings into $BTC"  
[X Link](https://x.com/JamesHMackay/status/1765442983585812757)  2024-03-06T18:23Z [----] followers, [--] engagements


"Gotta say a lot of vague political answers given on the $PBR $PBR.A call. Not good. They say the reserve will get paid out but it could be used to fill FCF payments if they're making investments each quarter. Unclear future capital allocation while PBR wells are cash cows"  
[X Link](https://x.com/JamesHMackay/status/1766136805655519736)  2024-03-08T16:20Z [----] followers, [----] engagements


"Petrobras is holding about $10k of my money hostage thanks to a few board members trying to be cute with when to pay it out. $PBR $PBR.A"  
[X Link](https://x.com/JamesHMackay/status/1766170700350378022)  2024-03-08T18:34Z [----] followers, [----] engagements


"@garquake Only thing stopping this train or pausing it would be real interest rates for years + stopping the printing press. With the US running a 3t deficit yearly. what are the odds of them reigning that in My odds say 0%"  
[X Link](https://x.com/JamesHMackay/status/1767219992993333587)  2024-03-11T16:04Z [----] followers, [---] engagements


"@PeterGFBarr @garquake Ok you can think that. I could care less about spam I block them. And the best companies will do well but bitcoin adoption is early in my opinion and it is the new hurdle rate. Just need governments to keep fucking up for $BTC to succeed"  
[X Link](https://x.com/JamesHMackay/status/1767230857272541453)  2024-03-11T16:47Z [----] followers, [--] engagements


"@jeanpaulprates Prioritizing low IRR political investments over divs + high IRR investments is a mistake and punishment to shareholders. Lula can do place those projects in a different entity. You have the world's lowest cost wells that pour high quality oil. $PBR was 📈 before trust was broken"  
[X Link](https://x.com/JamesHMackay/status/1768072855621673375)  2024-03-14T00:33Z [----] followers, [---] engagements


"The next 4-5 months themes for me is Chinese tech $KWEB bitcoin $BTC and oil stocks $PBR #COM I think all [--] get big inflows. What else looks like a buy"  
[X Link](https://x.com/JamesHMackay/status/1768277874874679496)  2024-03-14T14:07Z [----] followers, 12.8K engagements


"@Styles1__ Based on what Outflows of international investments increasing in Canada. Real estate values still wildly inflated. What is your thesis"  
[X Link](https://x.com/JamesHMackay/status/1768279129500082254)  2024-03-14T14:12Z [----] followers, [---] engagements


"@HomosexualMan1 Not yet maybe in May. I own a little BTU HCC SMR and CSO. But it's less than 10% of the port about 7%"  
[X Link](https://x.com/JamesHMackay/status/1768279459788947608)  2024-03-14T14:14Z [----] followers, [---] engagements


"@NachoTrust @Jordivr226HS Nacho people who say this have [--] idea of what makes good money. Separation of money and state is the most important innovation of the young generation. The current monetary system is unsustainable for a future peaceful prosperous society and comparing BTC to tulips is lazy"  
[X Link](https://x.com/JamesHMackay/status/1768994320252567714)  2024-03-16T13:34Z [----] followers, [---] engagements


"@NachoTrust @Jordivr226HS Not true. You live in your own bubble and don't understand those who want a different monetary system. The current system is a monopoly on counterfeiting money and you aren't part of the counterfeit club. Therefore you get robbed little by little everyday. BTC is trust in math"  
[X Link](https://x.com/JamesHMackay/status/1769023090195918975)  2024-03-16T15:29Z [----] followers, [---] engagements


"👀 these #Boeing stories are wild. What is an airplane manufacturer worth when their own manufacturing employees say they wouldn't fly on the plane $BA Reminds me of the hidden cameras on the Moderna Pfizer and J&J employees saying they wouldn't take the shots. #Boeing workers say they wouldnt fly on the planes ✈ they build 😱 https://t.co/QLaJmou13B #Boeing workers say they wouldnt fly on the planes ✈ they build 😱 https://t.co/QLaJmou13B"  
[X Link](https://x.com/JamesHMackay/status/1769389799994003942)  2024-03-17T15:46Z [----] followers, [----] engagements


"Life gets more expensive for your future self vs. your present self. People who can only think in the current fiat system might not understand why. They have learned to lever up on printed money cause debasement is 12-15% in the last [--] years that's the real hurdle rate"  
[X Link](https://x.com/JamesHMackay/status/1769925212957450444)  2024-03-19T03:13Z [----] followers, [---] engagements


"@gedwards61012 Worst is behind them results were not bad at all outlook for [----] and [----] is stronger and the buyout candidates are all in their due diligence process. Didn't give a timeline but previous expectation was by H1 2024"  
[X Link](https://x.com/JamesHMackay/status/1770143914185343304)  2024-03-19T17:42Z [----] followers, [----] engagements


"@petroquestions The capital markets are flowing into one and not the other based on future expectations but the existing commodities still can print $"  
[X Link](https://x.com/JamesHMackay/status/1770203802567680260)  2024-03-19T21:40Z [----] followers, [--] engagements


"The world's largest known pension fund is considering bitcoin purchases as reported today. A $1.5t fund from Japan. This is in addition to the 1-3% that fidelity is putting in BTC"  
[X Link](https://x.com/JamesHMackay/status/1770944395174465799)  2024-03-21T22:43Z [----] followers, [----] engagements


"@SteveWps @NachoTrust How many twitters do you use Or other social networks Only a few succeeded. The 1000s of others you never heard of never reached a network capacity to be useful to society. It's the same with cryptos. Only a few will win"  
[X Link](https://x.com/JamesHMackay/status/1771193499381084282)  2024-03-22T15:13Z [----] followers, [--] engagements


"@philoinvestor The way I see it is a lot of people want to be right and not make money. Anyone banking up words with results is worth a follow"  
[X Link](https://x.com/JamesHMackay/status/1771576069478355160)  2024-03-23T16:33Z [----] followers, [---] engagements


"@Michael71718318 Think about what you just said and check your ego. You think you know better than 100m+ people who value it as the world's best ever money in existence. You are a smart man read the bitcoin white paper then look at the trajectory of USD. It becomes very clear that BTC is better"  
[X Link](https://x.com/JamesHMackay/status/1772310351268204690)  2024-03-25T17:11Z [----] followers, [---] engagements


"If everyone needs something no one can stop it but the valuation case isn't obvious there is a massive opportunity. I missed the Google & Amazon models during their growth modes but now look at their monopolies. $BTC is coming for money's value it's just not obvious yet"  
[X Link](https://x.com/JamesHMackay/status/1773157838367470043)  2024-03-28T01:19Z [----] followers, [----] engagements


"China adding liquidity. In rare monetary policy shift Xi tells China central bank to buy treasury bonds via @scmpnews https://sc.mp/ft4vlutm_source=twitter&utm_campaign=3256967&utm_medium=share_widget https://sc.mp/ft4vlutm_source=twitter&utm_campaign=3256967&utm_medium=share_widget"  
[X Link](https://x.com/JamesHMackay/status/1773184970372047138)  2024-03-28T03:06Z [----] followers, [----] engagements


"@Shipping_VIE In case people were pulling out their calculators including other services. $534k/day"  
[X Link](https://x.com/JamesHMackay/status/1774913488105701779)  2024-04-01T21:35Z [----] followers, [---] engagements


"@ProvenReserves Chappy your life is numbers and you don't understand the desire to live and operate under an honest rules-based ledger The only way it happens is buying into a different system - used to be gold new gen prefers bitcoin. You can still have productive assets too"  
[X Link](https://x.com/JamesHMackay/status/1775208920790806548)  2024-04-02T17:09Z [----] followers, [---] engagements


"@timber001 Probably true but today was a front run on the US government announcing the dumping Silk Road $BTC via transferring over $2b worth to coinbase"  
[X Link](https://x.com/JamesHMackay/status/1775294671025021086)  2024-04-02T22:50Z [----] followers, [---] engagements


"The current state of Canada from a successful couple in Toronto. @PierrePoilievre @CPC_HQ @liberal_party So many of my old friends are considering leaving and can you blame them"  
[X Link](https://x.com/JamesHMackay/status/1775676159931429088)  2024-04-04T00:06Z [----] followers, [----] engagements


"Real estate agents thinking they will earn 6% commissions are crazy in the internet age. Mercado Libre charges like 15$ to boost a post in Mexico"  
[X Link](https://x.com/JamesHMackay/status/1775975353262969086)  2024-04-04T19:54Z [----] followers, [----] engagements


"@BlackHarley120R Don't know nearly enough about it to comment in detail. But it's the most European country of South America has great infrastructure and Punta del Este is a gem of a city (but priced as such too)"  
[X Link](https://x.com/JamesHMackay/status/1776339441675649169)  2024-04-05T20:01Z [----] followers, [---] engagements


"Wow. might buy this as a punt. Short cost is like Gamestop/Dillards Trump Media's stock has now declined 57% from its peak on March [--] w/ its market cap moving from $10.85 billion down to $4.68 billion. The cost of borrow to short the shares is reportedly 750-900%. $DJT Video: https://t.co/MT5VDFmG08 https://t.co/A5UhcxtxKC Trump Media's stock has now declined 57% from its peak on March [--] w/ its market cap moving from $10.85 billion down to $4.68 billion. The cost of borrow to short the shares is reportedly 750-900%. $DJT Video: https://t.co/MT5VDFmG08 https://t.co/A5UhcxtxKC"  
[X Link](https://x.com/JamesHMackay/status/1778164495568793762)  2024-04-10T20:53Z [----] followers, [----] engagements


"No shares available to short on IBKR and 143% borrow cost. $DJT"  
[X Link](https://x.com/JamesHMackay/status/1778175153945403800)  2024-04-10T21:36Z [----] followers, [---] engagements


"Looks like Alibaba's 3% /y buyback number was gamesmanship to buyback lower. They bought 2.5% of the company in Q1 - well played $BABA. They could easily buyback 10% this year grow and maybe even catch a Chinese "AI" rally. With giant cash balances the question is whether Chinese tech companies will learn the power of meaningful buybacks and share reductions (not 3-4% per year type buybacks). The market is giving [--] value for new investments in China so they might as well buy themselves. $BABA $JD With giant cash balances the question is whether Chinese tech companies will learn the power of"  
[X Link](https://x.com/JamesHMackay/status/1778396339618918892)  2024-04-11T12:15Z [----] followers, [----] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing