# ![@PolemicTMM Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2433437755.png) @PolemicTMM Polemic Paine

Polemic Paine posts on X about gold, if you, in the, ai the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2433437755/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2433437755/c:line/m:interactions.svg)

- [--] Week [------] +40%
- [--] Month [-------] -40%
- [--] Months [---------] +396%
- [--] Year [---------] +95%

### Mentions: [--] [#](/creator/twitter::2433437755/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2433437755/c:line/m:posts_active.svg)

- [--] Month [---] +5.10%
- [--] Months [---] +143%
- [--] Year [---] +13%

### Followers: [------] [#](/creator/twitter::2433437755/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2433437755/c:line/m:followers.svg)

- [--] Week [------] +0.12%
- [--] Month [------] +0.69%
- [--] Months [------] +8.40%
- [--] Year [------] +9.80%

### CreatorRank: [-------] [#](/creator/twitter::2433437755/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2433437755/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  36.19% [countries](/list/countries)  10.48% [technology brands](/list/technology-brands)  8.57% [stocks](/list/stocks)  5.71% [travel destinations](/list/travel-destinations)  4.76% [currencies](/list/currencies)  3.81% [cryptocurrencies](/list/cryptocurrencies)  3.81% [social networks](/list/social-networks)  2.86% [financial services](/list/financial-services)  0.95% [automotive brands](/list/automotive-brands)  0.95%

**Social topic influence**
[gold](/topic/gold) 9.52%, [if you](/topic/if-you) 6.67%, [in the](/topic/in-the) 5.71%, [ai](/topic/ai) 5.71%, [silver](/topic/silver) 4.76%, [money](/topic/money) 3.81%, [more than](/topic/more-than) 3.81%, [bitcoin](/topic/bitcoin) 3.81%, [crypto](/topic/crypto) 2.86%, [accounting](/topic/accounting) 2.86%

**Top accounts mentioned or mentioned by**
[@richmondie](/creator/undefined) [@saadmaan15](/creator/undefined) [@albacapmgmt](/creator/undefined) [@geraldashley](/creator/undefined) [@xgeorgecooper](/creator/undefined) [@therealjamiekay](/creator/undefined) [@swautobody](/creator/undefined) [@koenfucius](/creator/undefined) [@landatthebottom](/creator/undefined) [@markdampier](/creator/undefined) [@bbcworld](/creator/undefined) [@burnsidewastosh](/creator/undefined) [@izakaminska](/creator/undefined) [@rollinghedge](/creator/undefined) [@bolderstonmark](/creator/undefined) [@dailymail](/creator/undefined) [@pijoe1212](/creator/undefined) [@maneyakoubian](/creator/undefined) [@bo66ie29](/creator/undefined) [@fd](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"It would appear that whichever general E.M. Far East fund you buy you'll end up 15-20% long of the single company Taiwan Semiconductor Manufacturing co"  
[X Link](https://x.com/PolemicTMM/status/2016612570405216342)  2026-01-28T20:41Z 20.8K followers, [---] engagements


"Today's post. Triggered by Carney's speech "Liberalism is a luxury good". Liberalism wasnt a moral breakthrough. It was a luxury good. Affordable under surplus. Sustained by asymmetry. Prolonged by credit. https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good"  
[X Link](https://x.com/PolemicTMM/status/2017148889426452911)  2026-01-30T08:12Z 20.8K followers, [----] engagements


"Silver. Gold and other memes. High volatility. Big intraday ranges. Fast percentage moves. That isnt strength. Its stretch. Markets dont do that when theyre healthy. They do it when theyre leveraged and unstable. The drop arrives and the tells appear instantly. First reflex - blame. JP Morgan did it. It was unfair. Someone pushed the market. Translation: over-positioned and confused. Markets dont need villains when bets are wrong. Second tell - misdirection. Bitcoin dumps hard and barely gets a mention. Silver gets the hysteria. Not because it matters more. Because thats where the leverage"  
[X Link](https://x.com/PolemicTMM/status/2017645166287257611)  2026-01-31T17:04Z 20.8K followers, [----] engagements


"Today's Post Roman coins as the new gobal currency. A lighthearted interlude to market carnage. Considering roman coins as the new crypto backing. https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency"  
[X Link](https://x.com/PolemicTMM/status/2018255008051998791)  2026-02-02T09:27Z 20.8K followers, [----] engagements


"Today's bonus Post Gold - musings on whether to buy Swamped by the BBC turn signal . They are back after showing us the top by showing us the bottom. https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd"  
[X Link](https://x.com/PolemicTMM/status/2018288328513040810)  2026-02-02T11:40Z 20.8K followers, [----] engagements


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


"Today's post Ask Why Five Times. Chain of 80% maybes rhetoric turns it into 100% must. Probability crashes. Confidence explodes. Break the loop where preference becomes sacred law. Conclusions should earn certainty not inherit it. https://polemicpaine.substack.com/p/ask-why-five-times https://polemicpaine.substack.com/p/ask-why-five-times"  
[X Link](https://x.com/PolemicTMM/status/2019416028028256694)  2026-02-05T14:21Z 20.8K followers, [----] engagements


"I've long been a proponent of tunnelling to under the peak of Everest and installing a lift. Nothing more galling for hard core mountaineers than finding a load of tourists at the top. China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl"  
[X Link](https://x.com/PolemicTMM/status/2019716827237208174)  2026-02-06T10:16Z 20.8K followers, [----] engagements


"@bolderston_mark Does it have the crank handle start still"  
[X Link](https://x.com/PolemicTMM/status/2019878641425957082)  2026-02-06T20:59Z 20.7K followers, [---] engagements


"@TheRealJamieKay Granary rather than white sliced toast"  
[X Link](https://x.com/PolemicTMM/status/2020058223529615810)  2026-02-07T08:53Z 20.8K followers, [---] engagements


"@swautobody @TheRealJamieKay nothing to do with health Taste and texture - if i wanted health I'd go for that god awful brown wholemeal cardboard stuff"  
[X Link](https://x.com/PolemicTMM/status/2020105126128574959)  2026-02-07T11:59Z 20.8K followers, [--] engagements


"Today's post Tungsten Balls-up Part [--] - The Squeeze continues Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d"  
[X Link](https://x.com/PolemicTMM/status/2020187705750221016)  2026-02-07T17:27Z 20.8K followers, [----] engagements


"Is $40 billion the world record for fat finger trade errors"  
[X Link](https://x.com/PolemicTMM/status/2020280111334060340)  2026-02-07T23:34Z 20.8K followers, [----] engagements


"@DailyMail The document issued by the United States Attorney's Office for the Southern District of New York. Very Chuck Rhodes Billions TV series"  
[X Link](https://x.com/PolemicTMM/status/2020432880695140477)  2026-02-08T09:41Z 20.8K followers, [----] engagements


"Winter Olympics beats Summer Olympics by miles for excitement though curling is a bit of a test of viewer endurance. Lawn bowls on ice"  
[X Link](https://x.com/PolemicTMM/status/2020503655707992240)  2026-02-08T14:23Z 20.8K followers, [----] engagements


"First sacrifice to the Gods. A bit 'take my firstborn' but spare me from Mr. S. KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS"  
[X Link](https://x.com/PolemicTMM/status/2020504284459315257)  2026-02-08T14:25Z 20.8K followers, [----] engagements


"@pijoe1212 It is. That is why I see TW as a test of policies and its valuation as a twist between reserves dead in the ground and real cash flows produced by extraction and sale"  
[X Link](https://x.com/PolemicTMM/status/2020537916364124164)  2026-02-08T16:39Z 20.8K followers, [--] engagements


"Weekend post on #Tungsten if you missed it. Includes a look at whether the UK is serious about strategic reserves or is playing accounting tricks. #TUN Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://t.co/zP4jUnXJLu Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy"  
[X Link](https://x.com/PolemicTMM/status/2020776159122968617)  2026-02-09T08:25Z 20.8K followers, [----] engagements


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


"Here we go - Vietnamese traffic (no)management evolves naturally from over-control in the Netherlands. It's safer Hanoi traffic mentioned here thanks @SaadMaan15 for the tip off. https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte moins d'accidents qu'ailleurs. #JT20h https://t.co/F8qZ0OtjNF https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte"  
[X Link](https://x.com/PolemicTMM/status/2021142457845469285)  2026-02-10T08:41Z 20.8K followers, [----] engagements


"Perhaps Google's 100yr issue is the ultimate debasement trade. 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment boom according 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment"  
[X Link](https://x.com/PolemicTMM/status/2021212860102201512)  2026-02-10T13:21Z 20.8K followers, [----] engagements


"Today's post - How to Force the Change - The Energy System Example [--] of [--] on UK stagnation -Parallel paths -Make change competitive with existing systems. -GBE is unaccountable. This makes it so #NetZero #Energy https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart"  
[X Link](https://x.com/PolemicTMM/status/2021500236376703155)  2026-02-11T08:23Z 20.8K followers, [---] engagements


"I'd wager that when these things are dug up in [----] years time the archaeologists will say they were for religious ceremonies. Just as archaeologists do today to explain anything they don't otherwise understand. Whether you count renewables as a religion is immaterial. It can take over [----] tons of concrete and [--] tons of steel rebar to form the foundation of a windmill. That windmill might live [----] years but its foundation will outlast our maps our language and probably our species memory of why it was poured. https://t.co/HY0xa49qpx It can take over [----] tons of concrete and [--] tons of"  
[X Link](https://x.com/PolemicTMM/status/2021726377997689314)  2026-02-11T23:21Z 20.8K followers, [----] engagements


"@koenfucius @ManeYakoubian Abattoirs"  
[X Link](https://x.com/PolemicTMM/status/2021840151350042636)  2026-02-12T06:53Z 20.8K followers, [---] engagements


"Can we assume that those laying into Jim Ratcliffe for speaking on UK affairs though not residing in the UK are silent on US politics for the same reason"  
[X Link](https://x.com/PolemicTMM/status/2021850121689084396)  2026-02-12T07:33Z 20.8K followers, [----] engagements


"@bo66ie29 What they had. What we have"  
[X Link](https://x.com/PolemicTMM/status/2021857697105138131)  2026-02-12T08:03Z 20.8K followers, [----] engagements


"@ALBACapMgmt @landatthebottom I'm sure you are well connected but if you need any tips DM me"  
[X Link](https://x.com/PolemicTMM/status/2022221466415301119)  2026-02-13T08:09Z 20.8K followers, [--] engagements


"@SaadMaan15 @Gerald_Ashley @MarkDampier @xGeorgeCooper And the higher they set it the more haming amd the higher they set it. Will tend to 100% then blow up. That's the thought experiment conclusion"  
[X Link](https://x.com/PolemicTMM/status/2022697007245299822)  2026-02-14T15:38Z 20.8K followers, [--] engagements


"@richmondie @BBCWorld Scared Bollocks. I m flattered that you think i am influential enough to change things amd If i thought i were i would. I'm just not"  
[X Link](https://x.com/PolemicTMM/status/2022985483970867353)  2026-02-15T10:44Z 20.8K followers, [--] engagements


"Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story"  
[X Link](https://x.com/PolemicTMM/status/2017682431734645191)  2026-01-31T19:32Z 20.8K followers, [----] engagements


"Episode [--] confirms. BBC's 'Industry' S4 is totally the Wirecard story. Hope @FD was paid royalties Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story. Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story"  
[X Link](https://x.com/PolemicTMM/status/2019138556728381920)  2026-02-04T19:58Z 20.8K followers, [----] engagements


"The people whose jobs are most under threat from AI are the people on LinkedIn. If your career depends on broadcasting competence to other humans rather than producing measurable output you are describing an intermediation layer which AI will eat alive"  
[X Link](https://x.com/PolemicTMM/status/2021962497948021081)  2026-02-12T15:00Z 20.8K followers, [----] engagements


"@Gerald_Ashley @MarkDampier @xGeorgeCooper We could rent loss making positions to netherland residents. And charge rent to hold their profit making ones. Going to be A LOT of offshore companies set up and co.s moving hq offshore"  
[X Link](https://x.com/PolemicTMM/status/2022682216845979655)  2026-02-14T14:39Z 20.8K followers, [--] engagements


"@almurray Add it to the current lexicon of journalistic S.I. units that includes swimming pools (always olympic size) tennis courts football pitches Belgiums Waleses elephants london buses Eiffel towers and jumbo jets"  
[X Link](https://x.com/PolemicTMM/status/2015403910735835421)  2026-01-25T12:38Z 20.8K followers, [----] engagements


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


"Thats it. I promise never to turn on BBC News again. Top UK story: the missing mother of someone in a country thousands of miles away who we have never heard of. Have you really nothing more local or is it cheaper just to stream US news to us rather than create your own content"  
[X Link](https://x.com/PolemicTMM/status/2022773419431891045)  2026-02-14T20:42Z 20.8K followers, 31.5K engagements


"Attn @BBCWorld Please act on the above as @richmondie is convinced my intervention will change your policy towards over attention on US events. Thank you Ps please let me know if this will indeed change your focus. Pp"  
[X Link](https://x.com/PolemicTMM/status/2022986370277650724)  2026-02-15T10:48Z 20.8K followers, [----] engagements


"@EdgeCGroup How does a bear market end There's no one left to find out"  
[X Link](https://x.com/PolemicTMM/status/2023184486419386812)  2026-02-15T23:55Z 20.8K followers, [--] engagements


"Bad interviewing. The key question wasn't asked. Miliband is right that the tax rate on North Sea producers doesn't alter the cost we pay for oil and gas. But that point is to do with domestic revenue and security. The key question that wasn't asked is. "Ok so if every country pays the same for oil and gas as you argue how come the UK consumer pays [--] times as for energy as those in other countries""  
[X Link](https://x.com/PolemicTMM/status/1915331138266026372)  2025-04-24T09:05Z 20.8K followers, 21.3K engagements


"@MichaelAArouet Actual data. "Share of married women who say they cheat or are found out". UK could just be more discrete"  
[X Link](https://x.com/anyuser/status/1916385717124542832)  2025-04-27T06:55Z 20.8K followers, 42.8K engagements


"Spain power failure Black start. Effectively have to restart everything from scratch and that takes a lot of time. Caused by lack of inertia in the system as so much was renewable. Read about blackstarts and why they are a nightmare here. https://www.theblackoutreport.co.uk/2023/06/13/black-start/ UPDATE: Spain / Portugal / south of France blackout. Very likely half-a-day needed to fully restore electricity. Black start-able units will need to spin before others can be re-connected. Spanish generation is running at little more than [--] GW (and typical load is [--] GW)."  
[X Link](https://x.com/PolemicTMM/status/1916850137504063795)  2025-04-28T13:41Z 20.8K followers, 26.3K engagements


"@BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic"  
[X Link](https://x.com/PolemicTMM/status/1924568132435206222)  2025-05-19T20:49Z 20.8K followers, 10.9K engagements


""This island is made mainly of coal and surrounded by fish. Only an organizing genius could produce a shortage of coal and fish at the same " Aneurin Bevan [--] May [----] @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic. @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic"  
[X Link](https://x.com/PolemicTMM/status/1924709100417323150)  2025-05-20T06:09Z 20.8K followers, 10.4K engagements


"@fatboi007 = 'If you know I'm a crook selling a scam you aren't my mark'"  
[X Link](https://x.com/PolemicTMM/status/1931595901694284261)  2025-06-08T06:15Z 20.8K followers, 21.6K engagements


"This week has simply reinforced AI learning that bombing the crap out of each other is not relevant to equity pricing. Time for humans to retire from this game. A guide to what moves markets. S+P500 https://t.co/1JPrZ2c2rk A guide to what moves markets. S+P500 https://t.co/1JPrZ2c2rk"  
[X Link](https://x.com/PolemicTMM/status/1937208521533046897)  2025-06-23T17:57Z 20.8K followers, [----] engagements


"Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I"  
[X Link](https://x.com/PolemicTMM/status/1940527298241089561)  2025-07-02T21:45Z 20.8K followers, 42.6K engagements


"@FT Ffs. Offices are airconned so no need to look like a 9-year-old French quant"  
[X Link](https://x.com/anyuser/status/1956785017855639837)  2025-08-16T18:27Z 20.8K followers, [----] engagements


"Capital gains tax on hard assets is a tax on inflation. The dirty little secret is that inflation is good for the government. Inflation + Nominal Taxation- Capital gains tax is charged on nominal gains not real gains. If inflation is 5% and your asset just keeps pace with inflation your purchasing power is unchangedbut the tax system records a gain and takes a slice. The state effectively confiscates a fraction of inflation compounding over time. Hidden Wealth Transfer Mechanism - Individuals lose real wealth while the state gains real resources. Its similar to financial repression via"  
[X Link](https://x.com/PolemicTMM/status/1958055370053566826)  2025-08-20T06:35Z 20.8K followers, 27K engagements


"We hosted my daughter's wedding over the weekend. It was perfect and the best day of our lives. #Perspectives"  
[X Link](https://x.com/PolemicTMM/status/1962422415104897103)  2025-09-01T07:48Z 20.8K followers, [----] engagements


"Lest we forget. How they laughed Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV"  
[X Link](https://x.com/PolemicTMM/status/1981683401934663722)  2025-10-24T11:25Z 20.8K followers, 35.1K engagements


"Awww. They changed the headline overnight"  
[X Link](https://x.com/PolemicTMM/status/1983431310761963716)  2025-10-29T07:10Z 20.8K followers, 117.5K engagements


"@Ed_Miliband So instead of lowering the actual cost of energy you tax everyone more to subsidise the few who cant afford the prices your own policies created. Moral and accounting sleight of hand dressed up as compassion. "  
[X Link](https://x.com/anyuser/status/1983434014309658808)  2025-10-29T07:21Z 20.8K followers, [----] engagements


"So instead of lowering the actual cost of energy you tax everyone more to subsidise the few who cant afford the prices your own policies created. Moral and accounting sleight of hand dressed up as compassion. Were determined to tackle energy affordability for families. This winter nearly [--] million households will receive [---] off their energy bills through the Warm Home Discount. If you're eligible look out for a letter telling you what to do next. 👉 https://t.co/reHcgs4DOA https://t.co/creawmvID7 Were determined to tackle energy affordability for families. This winter nearly [--] million"  
[X Link](https://x.com/PolemicTMM/status/1983434628779434333)  2025-10-29T07:24Z 20.8K followers, 18K engagements


"No civil service or state employee pension was harmed in the making of the policy. BECAUSE THEY ARE ALL ON NICE FINAL SALARY DEFINED BENEFIT PENSIONS. "Rachel Reeves prepares raid on pension tax perks" https://www.telegraph.co.uk/business/2025/10/31/rachel-reeves-prepares-raid-on-pension-tax-perks/ https://www.telegraph.co.uk/business/2025/10/31/rachel-reeves-prepares-raid-on-pension-tax-perks/"  
[X Link](https://x.com/anyuser/status/1984391768776065179)  2025-10-31T22:47Z 20.8K followers, 17.6K engagements


"Parallels between the [----] Credit Crisis and Todays AI Valuations Structural Echoes [--]. Off-balance-sheet leverage. 200608: banks warehoused mortgage risk in SIVs. 2025: hyperscalers are funding AI data centres through SPVs and JVs that sit off the parent balance sheet. Metas $27 bn joint venture with Blue Owl is the current archetype. [--]. Risk transfer engineering. Pre-crisis: CDOs and CDSs transferred exposure to investors. Now: banks like Deutsche Bank are structuring short AI equity baskets and synthetic-risk transfers to hedge the very data-centre loans they originate. Classic"  
[X Link](https://x.com/PolemicTMM/status/1986380274511327449)  2025-11-06T10:28Z 20.8K followers, 138.9K engagements


"No civil service or state employee defined benefit pension was harmed in the making of this policy. 🚨 NEW: Rachel Reeves will use the Budget to impose a 2k-a-year limit on how much salary can go into a pension before paying National Insurance The move will raise 2bn and hit salary sacrifice schemes @thetimes 🚨 NEW: Rachel Reeves will use the Budget to impose a 2k-a-year limit on how much salary can go into a pension before paying National Insurance The move will raise 2bn and hit salary sacrifice schemes @thetimes"  
[X Link](https://x.com/PolemicTMM/status/1987201352603169207)  2025-11-08T16:51Z 20.8K followers, 94.7K engagements


"Economics question. What happens to unemployment if you pay people more not to work pay people less to work and tax people more for employing other people to work Ouch The headline UK unemployment rate has continued to increase steadily since Labour took power from 4.2% in the three months to June [----] to 5.0% in the 3m to September [----]. (1/2) https://t.co/NQLx3YGax7 Ouch The headline UK unemployment rate has continued to increase steadily since Labour took power from 4.2% in the three months to June [----] to 5.0% in the 3m to September [----]. (1/2) https://t.co/NQLx3YGax7"  
[X Link](https://x.com/PolemicTMM/status/1988151443921223957)  2025-11-11T07:46Z 20.8K followers, 48.1K engagements


"Secondary effect Credit cards withdrawn by issuers from low credit worthy holders. Or. the rise of offshore credit card providers. 🚨 BREAKING https://t.co/rqOrjP4EZ1 🚨 BREAKING https://t.co/rqOrjP4EZ1"  
[X Link](https://x.com/PolemicTMM/status/2009828626230043014)  2026-01-10T03:24Z 20.7K followers, [----] engagements


"Needing a reliable supply of gas powered electricity is not countered by showing we have destroyed the capability to make gas powered turbines and are reliant on importing them. Especially as the cause of us no longer making them is the high cost of energy that not using them in the first place created"  
[X Link](https://x.com/PolemicTMM/status/2012306234825670761)  2026-01-16T23:29Z 20.7K followers, [---] engagements


"Obvious trade is Long Znarthoid Scelliks / GBP. NEW - Bank of England urged to plan for a financial crisis triggered by an official announcement confirming the existence of aliens and put contingencies in place to prevent collapse. https://t.co/s4zwCNpCzL NEW - Bank of England urged to plan for a financial crisis triggered by an official announcement confirming the existence of aliens and put contingencies in place to prevent collapse. https://t.co/s4zwCNpCzL"  
[X Link](https://x.com/PolemicTMM/status/2012902828549751067)  2026-01-18T15:00Z 20.7K followers, [----] engagements


"Cambodia. Rural to urban in minutes. Perceptions shattered Phnom Penh makes Canary Wharf look Dickensian. Vietnam observation no. [---] If I drive from London to Devon there are many places I know I will lose phone signal. We have spent the last three days travelling up the Mekong Delta (Apocalypse Now territory) from Vietnam up into Cambodia. Perfect signal all the way. https://t.co/yfS0l4YWkB Vietnam observation no. [---] If I drive from London to Devon there are many places I know I will lose phone signal. We have spent the last three days travelling up the Mekong Delta (Apocalypse Now"  
[X Link](https://x.com/PolemicTMM/status/2013248059283546592)  2026-01-19T13:51Z 20.7K followers, [----] engagements


"And a great British welcome from LHR. Urrrgh. I need max 'arriving home in UK' therapy. A warm fire a cozy pub my best friends and some body clock resetting beer and wine. Here endeth the Vietnam adventure.😦😪 And today's NOT London Gatwick airport is. Phnom Penh Cambodia #AsiaLeaguesAhead https://t.co/5PlQGg2Qbg And today's NOT London Gatwick airport is. Phnom Penh Cambodia #AsiaLeaguesAhead https://t.co/5PlQGg2Qbg"  
[X Link](https://x.com/PolemicTMM/status/2013883480560517373)  2026-01-21T07:56Z 20.7K followers, [----] engagements


"Today's post. The last involving travels in Vietnam and Cambodia. A look back in sadness Goodbye Vietnam https://open.substack.com/pub/polemicpaine/p/goodbye-vietnam https://open.substack.com/pub/polemicpaine/p/goodbye-vietnam"  
[X Link](https://x.com/PolemicTMM/status/2013903188282200286)  2026-01-21T09:15Z 20.7K followers, [----] engagements


"There is a new and better astronomical unit. The USND*. 16bn is only 0.047% of a USND. So pretty small. *USND = US National Debt $34trillion. At that scale [--] USND mile [--] light-years (roughly the distance to Alpha Centauri). Space is big. Fiscal space is bigger. 🚨: After [--] years of travel NASA 's Voyager [--] is nearing one light-day from Earth almost [--] billion miles away. A proud milestone for humanity and a humbling reminder of how small we are in an infinite universe. https://t.co/Yfk1WG81sA 🚨: After [--] years of travel NASA 's Voyager [--] is nearing one light-day from Earth almost [--] billion"  
[X Link](https://x.com/PolemicTMM/status/2015398554706092520)  2026-01-25T12:17Z 20.7K followers, 12K engagements


"The total USD value of gold is approaching that of total US National Debt. At $5500 gold USD value exceeds US debt total (could be this week at this rate). The total value of gold is going up faster that that of US National Debt. Post here - https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn"  
[X Link](https://x.com/PolemicTMM/status/2015766559600357577)  2026-01-26T12:39Z 20.7K followers, [----] engagements


"The idea is catching on but it also has to include senior civil servants. They are the ones who control the mechanisms and blockages and need incentivising away from the safe 'do nothing' option. GDP also has to be measured PER CAPITA. Importing more people to do less productive work to get the total up doesn't make the average richer. Politician and civil service mandarin pay and pensions should be linked to GDP per capita growth. Out perform big bonuses. Underperform no pay. Really underperform no pay and past pay is clawed back. Politician and civil service mandarin pay and pensions should"  
[X Link](https://x.com/PolemicTMM/status/2016033841551429793)  2026-01-27T06:21Z 20.7K followers, [----] engagements


"Talking of GDP we have to be careful as to what type of GDP we want to measure against. We need surplus producing GDP to maintain global influence not GDP that consumes it more here 👇 https://polemicpaine.substack.com/p/gdp-not-a-measure-of-global-influence The idea is catching on but it also has to include senior civil servants. They are the ones who control the mechanisms and blockages and need incentivising away from the safe 'do nothing' option. GDP also has to be measured PER CAPITA. Importing more people to do less https://t.co/GBS5TPbvhk"  
[X Link](https://x.com/PolemicTMM/status/2016071882647216327)  2026-01-27T08:52Z 20.7K followers, [----] engagements


"The Vancouver Exchange - A land of chancers charlatans and rogues - It's Bitcoin with a [--] year lag. I've been attending the VRIC (Vancouver Resource Investment Conference) for nearly [--] years. Mostly to take the temperature of the metals and mining industry for my investments in the sector/industry. It's a great show and the investor turnouts have obviously varied throughout https://t.co/UI4y7eVzXO I've been attending the VRIC (Vancouver Resource Investment Conference) for nearly [--] years. Mostly to take the temperature of the metals and mining industry for my investments in the"  
[X Link](https://x.com/PolemicTMM/status/2016245758052143525)  2026-01-27T20:23Z 20.7K followers, [----] engagements


"@ALBACapMgmt Claude code the new python in nerdmanship. Remember the days when fintwit was lit with pythonbrag"  
[X Link](https://x.com/PolemicTMM/status/2016388894040760749)  2026-01-28T05:52Z 20.7K followers, [--] engagements


"Today's post Morals Abhor an economic vacuum When growth stalls nothing new appears. Old ideas surface. Redistribution replaces expansion. Management replaces ambition. Decline gets rebranded as virtue. In stagnation morals expand to fill the economic vacuum. https://polemicpaine.substack.com/p/the-economic-pond-when-levels-fall https://polemicpaine.substack.com/p/the-economic-pond-when-levels-fall https://polemicpaine.substack.com/p/the-economic-pond-when-levels-fall https://polemicpaine.substack.com/p/the-economic-pond-when-levels-fall"  
[X Link](https://x.com/PolemicTMM/status/2016425637582393400)  2026-01-28T08:18Z 20.7K followers, [----] engagements


"@Frencheconomics theoretically usd referenced assets should rise as usd falls. a partial autohedge"  
[X Link](https://x.com/PolemicTMM/status/2016435344338469340)  2026-01-28T08:57Z 20.7K followers, [---] engagements


"@izakaminska @joeandthejuice Byo. Same with home DIY the equilibrium is changing Learn to do it yourself. Or barter byo lunches on rotations with colleagues. https://open.substack.com/pub/polemicpaine/p/bypassing-the-state-diy https://open.substack.com/pub/polemicpaine/p/bypassing-the-state-diy"  
[X Link](https://x.com/PolemicTMM/status/2016558281242648765)  2026-01-28T17:05Z 20.7K followers, [----] engagements


"@RossLydall Did they break out the costs of buying all the electric buses I.e. would they be in deficit if they'd stuck to the old fleet If not then you can argue that net zero has killed the bus routes they are abandoning due to budget deficits"  
[X Link](https://x.com/PolemicTMM/status/2016560843693982019)  2026-01-28T17:15Z 20.7K followers, [---] engagements


"Interesting (if you are UK based) HMRC has sent over [----] letters to influencers and content creators: "We have information that shows you've earned money from creating content on digital platforms." Gifted products. Affiliate links. Brand deals. TikTok Shop. They know more than you think. Here's what HMRC has sent over [----] letters to influencers and content creators: "We have information that shows you've earned money from creating content on digital platforms." Gifted products. Affiliate links. Brand deals. TikTok Shop. They know more than you think. Here's what"  
[X Link](https://x.com/PolemicTMM/status/2016624908093080037)  2026-01-28T21:30Z 20.7K followers, [----] engagements


"Money talks. The big boys have the stamina and wealth to hoover on through the field of startups. Microsoft exceeded revenue expectations for its cloud-computing business indicating its AI investments are yielding returns amidst competition. More Here https://t.co/TqIHghZ8Qf https://t.co/ITeKejzefd Microsoft exceeded revenue expectations for its cloud-computing business indicating its AI investments are yielding returns amidst competition. More Here https://t.co/TqIHghZ8Qf https://t.co/ITeKejzefd"  
[X Link](https://x.com/PolemicTMM/status/2016629874090242218)  2026-01-28T21:50Z 20.7K followers, [----] engagements


"@Gerald_Ashley If you've missed the move in commodities try linkers for the last phase"  
[X Link](https://x.com/PolemicTMM/status/2016630142517363121)  2026-01-28T21:51Z 20.7K followers, [---] engagements


"DING DING. Gold worth more than US national debt. (An observation rather than relevance) US national debt about $38 trillion All gold ever mined roughly [------] tonnes in [----] terms. About [----] billion ounces. At [----] dollars an ounce. Total gold value roughly $39 trillion The total USD value of gold is approaching that of total US National Debt. At $5500 gold USD value exceeds US debt total (could be this week at this rate). The total value of gold is going up faster that that of US National Debt. Post here - https://t.co/geXjL2taZH https://t.co/PVEfecyKes The total USD value of gold is"  
[X Link](https://x.com/PolemicTMM/status/2016649698744975442)  2026-01-28T23:08Z 20.7K followers, [----] engagements


"@izakaminska @haniefhaider @OlafStorbeck @mbauwens Is there room to now create a beast that takes the genes from the long dead old FT and grows a new one (woolly mammoth genetics) Often though confectionary companies should relaunch famous lines in original size and ingredients. add 'a pink newspaper' to the list of originals"  
[X Link](https://x.com/PolemicTMM/status/2016781980000469122)  2026-01-29T07:54Z 20.7K followers, [---] engagements


"Just when you think it can't get any more crazy - where do you start with this story Five charged with smuggling migrants OUT of Britain in lorries An alleged organised crime group suspected of smuggling Pakistani and Bangladeshi men into France via Dover has been stopped after an operation in Kent https://www.thetimes.com/article/72da9760-8c9b-4119-aed1-49bbcd7f542b https://www.thetimes.com/article/72da9760-8c9b-4119-aed1-49bbcd7f542b https://www.thetimes.com/article/72da9760-8c9b-4119-aed1-49bbcd7f542b https://www.thetimes.com/article/72da9760-8c9b-4119-aed1-49bbcd7f542b"  
[X Link](https://x.com/PolemicTMM/status/2016790504831144392)  2026-01-29T08:28Z 20.7K followers, [----] engagements


"Today's post: When Capital Leaves the Dollar and Returns as Inflation Capital doesnt flee fiat in one line. It forks. One route is direct debasement. The other is anticipatory capital flight into real inputs. That second route reprices raw materials first feeds inflation later and leaves central banks staring at the wrong dashboard. Finishes with the inflation hedge that hasn't yet moved. https://polemicpaine.substack.com/p/when-capital-leaves-the-dollar-and https://polemicpaine.substack.com/p/when-capital-leaves-the-dollar-and"  
[X Link](https://x.com/PolemicTMM/status/2016856518423925077)  2026-01-29T12:50Z 20.7K followers, [----] engagements


"@7Kiwi Government bails out the green jobs that it promised would thrive"  
[X Link](https://x.com/PolemicTMM/status/2016882285396492599)  2026-01-29T14:33Z 20.7K followers, [---] engagements


"@Econoclasts @EuroBriefing GDP error It doesn't equate to global influence. Surplus does so better https://open.substack.com/pub/polemicpaine/p/gdp-not-a-measure-of-global-influence https://open.substack.com/pub/polemicpaine/p/gdp-not-a-measure-of-global-influence"  
[X Link](https://x.com/PolemicTMM/status/2016894762612146606)  2026-01-29T15:22Z 20.7K followers, [---] engagements


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


"@Manu_CB Don t hey me wrong. I m long term positive on both. But rate of change commentary prifile and bbc indicators leave me thinking temporal dissonance is rife so we have all the leveraged momo fomo punters nuked first"  
[X Link](https://x.com/PolemicTMM/status/2017183412025528807)  2026-01-30T10:29Z 20.7K followers, [---] engagements


"So gold and silver fell and everyone is reacting as though the world has ended. It's simply been pace of change not relative change that has everyone screaming. We are back where we were earlier this month. So what And it was totally predictable. Stop whining"  
[X Link](https://x.com/PolemicTMM/status/2017381610576830734)  2026-01-30T23:37Z 20.7K followers, [----] engagements


"BBC turn indicator is on a roll First Gold and then they nail dollar to the day (yesterday 30th) 'If the BBC headline a financial markets story it's over' H/T @John_Stepek https://www.bbc.co.uk/news/articles/czjg2rlyvyzo https://t.co/iUxW4nO7hd https://www.bbc.co.uk/news/articles/czjg2rlyvyzo https://t.co/iUxW4nO7hd"  
[X Link](https://x.com/PolemicTMM/status/2017611304840675480)  2026-01-31T14:49Z 20.7K followers, [----] engagements


"@david_h0s Look at the size of those windows too. Eco reg boxes of grimness"  
[X Link](https://x.com/PolemicTMM/status/2017659852261142642)  2026-01-31T18:02Z 20.7K followers, [---] engagements


"@adwooldridge Agree as per yesterday's post. Liberalism relies on illiberalism to keep it afloat. https://open.substack.com/pub/polemicpaine/p/liberalism-was-a-luxury-good https://open.substack.com/pub/polemicpaine/p/liberalism-was-a-luxury-good"  
[X Link](https://x.com/PolemicTMM/status/2017668895960699037)  2026-01-31T18:38Z 20.7K followers, [---] engagements


"User CBA question. Do I need to be an expert on how AI works and expound on its future impact on humanity or can I just get on and use it to make my life easier Hoping for the latter please"  
[X Link](https://x.com/PolemicTMM/status/2017759095738990770)  2026-02-01T00:37Z 20.7K followers, [----] engagements


"@ysidro72 Yes. I think if you get out your electron microscope you might find some other areas of criticism"  
[X Link](https://x.com/PolemicTMM/status/2017891097964363932)  2026-02-01T09:21Z 20.7K followers, [--] engagements


"Today's post. Well that didn't take long. Looking at the silver and gold falls but more ar the lessons from the commentary surrounding them. And oil. Refs previous posts. https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn https://polemicpaine.substack.com/p/silver-first-favourite-to-fall https://polemicpaine.substack.com/p/well-that-didnt-take-long https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn"  
[X Link](https://x.com/PolemicTMM/status/2017892838554374507)  2026-02-01T09:28Z 20.7K followers, [---] engagements


"Today's post. Well that didn't take long. Looking at the silver and gold falls but more at the lessons from the commentary surrounding them. And oil. Refs previous posts. https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn https://polemicpaine.substack.com/p/silver-first-favourite-to-fall https://polemicpaine.substack.com/p/well-that-didnt-take-long https://polemicpaine.substack.com/p/the-bezzle-and-temporal-dissonance https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn"  
[X Link](https://x.com/PolemicTMM/status/2017899457958851004)  2026-02-01T09:54Z 20.7K followers, 13.6K engagements


"@DMcWilliams_UK I haven't yet seen a PPE produce any sensible E even if they spout fountains of the P+P. Yours PP. (I ought to write crossword clues)"  
[X Link](https://x.com/PolemicTMM/status/2018069878213624179)  2026-02-01T21:12Z 20.7K followers, [--] engagements


"Busy start to the day. Switching back into the shiny falling knives. Gold and PM miners. Taking profit on last week's BBC sell signal. https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn https://polemicpaine.substack.com/p/gold-us-debt-and-todays-bbc-turn"  
[X Link](https://x.com/PolemicTMM/status/2018239237733097843)  2026-02-02T08:25Z 20.7K followers, [----] engagements


"Keir Starmer is like a WhatsApp chat with disappearing messages set to [--] hours. No memory retained. Built for plausible deniability. This is the excoriating rebuke of Peter Mandelson that Keir Starmer delivered today at Cabinet. 'Appalled'; 'disgraceful' 'let his country down' 'gobsmacking'. Can anyone remember a Prime Minister ever being so openly critical of someone they appointed as an ambassador https://t.co/Y1sYqHdPqO This is the excoriating rebuke of Peter Mandelson that Keir Starmer delivered today at Cabinet. 'Appalled'; 'disgraceful' 'let his country down' 'gobsmacking'. Can anyone"  
[X Link](https://x.com/PolemicTMM/status/2018736994344476751)  2026-02-03T17:23Z 20.7K followers, [----] engagements


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


"Post from December on the over focus on US markets especially in respect to small investors. EM is neglected. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based"  
[X Link](https://x.com/PolemicTMM/status/2019330028585230805)  2026-02-05T08:39Z 20.7K followers, [----] engagements


"Vietnam improving access to its stock market. @PolemicTMM https://t.co/uDnammbDme @PolemicTMM https://t.co/uDnammbDme"  
[X Link](https://x.com/PolemicTMM/status/2019393753795162538)  2026-02-05T12:52Z 20.7K followers, [----] engagements


"Treating Saylor's Strategy stock as an option on bitcoin is less valid than treating bitcoin price as an option on bitcoin"  
[X Link](https://x.com/PolemicTMM/status/2019556236430365036)  2026-02-05T23:38Z 20.7K followers, [----] engagements


"@TheSecretAcct I think they'll all vanish leaving Tether as the one true crypto shadow currency. It's reached escape velocity via its real assets (treasuries/gold etc). It doesn't need bitcoin anymore"  
[X Link](https://x.com/PolemicTMM/status/2019690420826173712)  2026-02-06T08:31Z 20.7K followers, [---] engagements


"Investing is trading without a stop loss. Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8 Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8"  
[X Link](https://x.com/PolemicTMM/status/2019694509605679245)  2026-02-06T08:47Z 20.7K followers, [----] engagements


"@PiQSuite Indeed. But it's changing shape as to its position in crypto land. Less crypto and more "Bank to the grey market""  
[X Link](https://x.com/PolemicTMM/status/2019744473874383195)  2026-02-06T12:06Z 20.7K followers, [---] engagements


"@steventduffy For lack of lifts up everest"  
[X Link](https://x.com/PolemicTMM/status/2019744771510583548)  2026-02-06T12:07Z 20.7K followers, [--] engagements


"@paulkrugman This is the 1st cited reference I have received from a Nobel Laureate and I will wear it with pride even if just twitter. Thx"  
[X Link](https://x.com/PolemicTMM/status/793849977281843200)  2016-11-02T16:19Z 20.8K followers, [---] engagements

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