# ![@RamonGo62661955 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1176149291536195589.png) @RamonGo62661955 Fifty Shades of Truth

Fifty Shades of Truth posts on X about in the, $spx, ai, debt the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1176149291536195589/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1176149291536195589/c:line/m:interactions.svg)

- [--] Week [----------] +267%
- [--] Month [----------] +269,644%
- [--] Months [----------] +4,647%
- [--] Year [----------] +22,384%

### Mentions: [--] [#](/creator/twitter::1176149291536195589/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1176149291536195589/c:line/m:posts_active.svg)

- [--] Month [--] -23%
- [--] Months [---] +42%
- [--] Year [---] +54%

### Followers: [---] [#](/creator/twitter::1176149291536195589/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1176149291536195589/c:line/m:followers.svg)

- [--] Week [---] +0.50%
- [--] Month [---] -0.37%
- [--] Months [---] +8.70%
- [--] Year [---] +31%

### CreatorRank: [---------] [#](/creator/twitter::1176149291536195589/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1176149291536195589/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  49.5% [stocks](/list/stocks)  24.75% [technology brands](/list/technology-brands)  5.94% [countries](/list/countries)  5.94% [cryptocurrencies](/list/cryptocurrencies)  4.95% [travel destinations](/list/travel-destinations)  2.97% [currencies](/list/currencies)  2.97% [automotive brands](/list/automotive-brands)  1.98% [exchanges](/list/exchanges)  0.99% [luxury brands](/list/luxury-brands)  0.99%

**Social topic influence**
[in the](/topic/in-the) 9.9%, [$spx](/topic/$spx) 7.92%, [ai](/topic/ai) 6.93%, [debt](/topic/debt) 6.93%, [$orcl](/topic/$orcl) 5.94%, [$qqq](/topic/$qqq) 5.94%, [money](/topic/money) 4.95%, [silver](/topic/silver) 3.96%, [level](/topic/level) 3.96%, [commodities](/topic/commodities) 3.96%

**Top accounts mentioned or mentioned by**
[@soberlook](/creator/undefined) [@wallstengine](/creator/undefined) [@deitaone](/creator/undefined) [@macroedgeres](/creator/undefined) [@nicktimiraos](/creator/undefined) [@yieldsearcher](/creator/undefined) [@consensusgurus](/creator/undefined) [@davidtracey](/creator/undefined) [@biancoresearch](/creator/undefined) [@scottlincicome](/creator/undefined) [@blacklioncta](/creator/undefined) [@simplspark](/creator/undefined) [@bulwarkonline](/creator/undefined) [@theinsiderpaper](/creator/undefined) [@timduy](/creator/undefined) [@bobeunlimited](/creator/undefined) [@peterschiff](/creator/undefined) [@kasparov63](/creator/undefined) [@drduchesne](/creator/undefined) [@chrismurphyct](/creator/undefined)

**Top assets mentioned**
[SPX6900 (SPX)](/topic/$spx) [Oracle Corporation (ORCL)](/topic/$orcl) [SPDR GOLD ETF (GLD)](/topic/$gld) [CarMax, Inc (KMX)](/topic/$kmx) [CatCoin (CAT)](/topic/$cat) [Home Depot, Inc. (HD)](/topic/$hd) [Lowes Companies Inc (LOW)](/topic/$low) [Microsoft Corp. (MSFT)](/topic/$msft) [Cisco Systems Inc (CSCO)](/topic/$csco) [Procter & Gamble (PG)](/topic/$pg) [Tesla, Inc. (TSLA)](/topic/$tsla) [Carvana Co. (CVNA)](/topic/$cvna)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@DeItaone PM's have room to run. A true metals regime typically lasts [--] years with the strongest convex returns concentrated in the first [----] months after the regime flip. Silver tends to peak later and harder than gold. $SIVR $PAS $GLD"  
[X Link](https://x.com/RamonGo62661955/status/2004919657241940473)  2025-12-27T14:17Z [---] followers, [---] engagements


"IMO the drop in 3rd party financing is one of the most important signals in the entire CarMax release arguably more important than unit volumes. This is credit breaking not demand wobbling. $KMX @wallstengine The most damning number: 3rd party finance (fees)/income net: $(3.0) million vs. +$1.0 million last year. A -397% collapse. They're likely having to pay rebates or subsidies to finance partners to get loans approved for their credit-challenged customers/loan rejections. $KMX @wallstengine The most damning number: 3rd party finance (fees)/income net: $(3.0) million vs. +$1.0 million last"  
[X Link](https://x.com/RamonGo62661955/status/2001642891790422073)  2025-12-18T13:17Z [---] followers, [---] engagements


"@dr_duchesne @ChrisMurphyCT This is one of the most biased & bigoted post I have ever read. Sincerely Subrahmanyan Chandrasekhar ChienShiung Wu Percy Julian George Washington Carver & Charles Drew on behalf of many other contributors"  
[X Link](https://x.com/RamonGo62661955/status/2022143677133623387)  2026-02-13T02:59Z [---] followers, [----] engagements


"@scottlincicome Case in point Caterpillar $CAT in their earnings yesterday flagged a material tariff cost headwind in [----] with headline estimates near $2.6 billion - significantly above prior guidance"  
[X Link](https://x.com/anyuser/status/2016869696872611944)  2026-01-29T13:43Z [---] followers, [---] engagements


"@MacroEdgeRes $ORCL has officially hit: The "Financing Wall" due to major banks retreating from lending in AI. Multiple US banks and private equity firms (like Blue Owl Capital) have reportedly declined to fund new Oracle data center projects in Michigan and elsewhere"  
[X Link](https://x.com/anyuser/status/2018029135667327342)  2026-02-01T18:30Z [---] followers, [---] engagements


"The current $TRAN advance is: Driven by pricing power not volume & supported by cost pass-through buybacks & financial leverage. We all know how that story ends"  
[X Link](https://x.com/anyuser/status/2018733998986731643)  2026-02-03T17:11Z [---] followers, [---] engagements


"CATO.Wow. A new Cato Institute study underscores that working immigrants have been a massive net positive to our economy for decades. Not only are Trumps policies cruel theyre also really dumb. https://t.co/3JCfUTTF3C A new Cato Institute study underscores that working immigrants have been a massive net positive to our economy for decades. Not only are Trumps policies cruel theyre also really dumb. https://t.co/3JCfUTTF3C"  
[X Link](https://x.com/RamonGo62661955/status/2020545023008289149)  2026-02-08T17:07Z [---] followers, [--] engagements


"ICYMI.Job growth in [----] was anemic"  
[X Link](https://x.com/RamonGo62661955/status/2021583939219992872)  2026-02-11T13:55Z [---] followers, [---] engagements


"He left out the part where he snorted the cocaine after a prostitute left her sweaty residue on the toilet seat in pursuit of a heroin fix. Folks this is the head of the FDA the gold standard in pharmaceutical research & safety in the world. I'm speechless. HHS Secretary RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/aqKZTEujXk HHS Secretary RFK Jr: I'm not scared of a germ. I used to snort cocaine off of toilet seats. https://t.co/aqKZTEujXk"  
[X Link](https://x.com/RamonGo62661955/status/2022081865495224694)  2026-02-12T22:54Z [---] followers, [--] engagements


"@MacroEdgeRes So Trump's order on January 8th ordering the GSE's to begin buying 200BN in MBS didn't help Home Depot & Lowes $HD $LOW"  
[X Link](https://x.com/RamonGo62661955/status/2022442407183405315)  2026-02-13T22:46Z [---] followers, [---] engagements


"So Trump's order on January 8th ordering the GSE's to begin buying 200BN in MBS didn't help Home Depot & Lowes $HD $LOW Lowes hardware to cut nearly [----] corporate roles #MacroEdge Lowes hardware to cut nearly [----] corporate roles #MacroEdge"  
[X Link](https://x.com/RamonGo62661955/status/2022442682036236745)  2026-02-13T22:48Z [---] followers, [--] engagements


"@flankspeed_ @PNW__woman @CBSNews If you are stopped you have the right to remain silent & do not have to answer questions beyond identifying yourself & providing required documents like a drivers license registration & proof of insurance though noncitizens may be required to show immigration documents. 3/"  
[X Link](https://x.com/RamonGo62661955/status/1996732993365594609)  2025-12-05T00:06Z [---] followers, [--] engagements


"@SoberLook Because the job losses are coming from the segments that should be strong in a resilient economy. Government: [------] layoffs Yes - the government and its contractors are cutting at record pace. 3/"  
[X Link](https://x.com/RamonGo62661955/status/1997320348509806968)  2025-12-06T15:00Z [---] followers, [--] engagements


"@SoberLook Thats not soft landing behavior. Thats fiscal tightening colliding with slower growth. When government cuts the private sector feels it next. Tech layoffs: [------] YTD Tech is normally the last sector to cut when the cycle is healthy. But not this time. 4/"  
[X Link](https://x.com/RamonGo62661955/status/1997320632598438206)  2025-12-06T15:02Z [---] followers, [--] engagements


"@SoberLook Margins are compressing VC liquidity is tight & AI is replacing mid-skill roles at scale. This is restructuring not belt-tightening. Retail layoffs: +139% YoY Retail layoffs are recessionary. Simple as that. 5/"  
[X Link](https://x.com/RamonGo62661955/status/1997320916640895437)  2025-12-06T15:03Z [---] followers, [--] engagements


"@SoberLook If job losses are the fire collapsing hiring is the oxygen being removed. Put this together and you get a very simple conclusion: 11/"  
[X Link](https://x.com/RamonGo62661955/status/1997322512586129556)  2025-12-06T15:09Z [---] followers, [--] engagements


"@SoberLook The U.S. is experiencing a real-economy contraction masked by nominal spending and lagging indicators. A solvency recession hidden under the surface. The labor market isnt cooling. Its cracking. 12/"  
[X Link](https://x.com/RamonGo62661955/status/1997322602776244229)  2025-12-06T15:09Z [---] followers, [--] engagements


"@SoberLook Meanwhile the market is pricing: a soft landing accelerating earnings AI-driven productivity miracles clean credit markets a Fed that can cut without consequences The Challenger data says the opposite. 13/"  
[X Link](https://x.com/RamonGo62661955/status/1997322902216065126)  2025-12-06T15:11Z [---] followers, [--] engagements


"@SoberLook It says the economy is weakening into a high-cost high-debt tariff-heavy AI-disruptive environment. And that is not a soft landing. 14/"  
[X Link](https://x.com/RamonGo62661955/status/1997323270014591196)  2025-12-06T15:12Z [---] followers, [--] engagements


"👀$TLT $HYG $KBE $KRE $GLD $PAS @yieldsearcher Rates barely reacted reinforcing the idea that the Fed is now pushing on a string. The market - not policy - has the wheel. Next [--] months: 2-yr drifting toward 3.504.00% 10-yr gravitating to 4.104.50% 30-yr pressing 4.705.10% @yieldsearcher Rates barely reacted reinforcing the idea that the Fed is now pushing on a string. The market - not policy - has the wheel. Next [--] months: 2-yr drifting toward 3.504.00% 10-yr gravitating to 4.104.50% 30-yr pressing 4.705.10%"  
[X Link](https://x.com/RamonGo62661955/status/1999488082362659240)  2025-12-12T14:34Z [---] followers, [---] engagements


"@ConsensusGurus @R_and_Invest IMO definitely not $ORCL everyone already knows that story. The real butterfly moment is going to come from an unexpected corner maybe $MSFT. And hey $CSCO managed to hang on didnt they 🤷♂"  
[X Link](https://x.com/RamonGo62661955/status/1999602661562220659)  2025-12-12T22:09Z [---] followers, [---] engagements


"🧵Corporate Spreads Are Lying. Heres What Theyre Really Telling You. Corporate bond spreads have tightened to their lowest levels in decades right as global sovereign yields are breaking out everywhere. At first glance this looks bullish. It isnt. 1/ U.S. Credit Spreads fall to lowest level since [----] 🤯👀 https://t.co/rCc8K2FHeY U.S. Credit Spreads fall to lowest level since [----] 🤯👀 https://t.co/rCc8K2FHeY"  
[X Link](https://x.com/RamonGo62661955/status/1999820805887103104)  2025-12-13T12:36Z [---] followers, [---] engagements


"The key structural issue is simple: The world isnt running out of money. Its running out of balance sheets willing to absorb sovereign duration. 11/"  
[X Link](https://x.com/RamonGo62661955/status/1999822865953112415)  2025-12-13T12:45Z [---] followers, [--] engagements


"Sovereigns issuing record debt Foreign demand shrinking Banks constrained by SLR Hedge funds firing both barrels at basis trades Fed quietly preparing for bill-buying QE Repo plumbing flashing yellow 12/"  
[X Link](https://x.com/RamonGo62661955/status/1999822998652551215)  2025-12-13T12:45Z [---] followers, [--] engagements


"Portfolio Implications in a 'Sovereigns Are the Problem' world: UNDERWEIGHT: * Long-duration IG (looks safe isnt) * HY refinancing [------] * EM sovereign debt * Long-duration tech/AI capex stories 15/"  
[X Link](https://x.com/RamonGo62661955/status/1999823596001132906)  2025-12-13T12:47Z [---] followers, [--] engagements


"FAVOR: * T-bills (before Fed absorbs float) * Energy commodities value * Steepeners (2s/10s or 2s/30s) * Tail hedges (CDX SPX puts) * Gold as the quiet winner of sovereign stress 16/"  
[X Link](https://x.com/RamonGo62661955/status/1999823751475532016)  2025-12-13T12:48Z [---] followers, [--] engagements


"Bottom line: Corporate spreads havent validated the soft-landing narrative. Theyve only confirmed that the stress has migrated to the sovereign level: THE PART OF THE SYSTEM THAT CAN'T ABSORB IT 17/"  
[X Link](https://x.com/RamonGo62661955/status/1999824321389244739)  2025-12-13T12:50Z [---] followers, [--] engagements


"The failure of Vanke would cause the Chinese to export more deflation & reduce their purchases at a global level which would cause a more difficult situation for indebted governments to service their debt since consumption & employment would drop globally as a result. Vanke is effectively toast too now. Whats striking is that the Chinese property crisis still looks like its in its first inning and the CCP appears determined to make every textbook mistake to make this very long term pain. Decades Ignore it at your own peril. https://t.co/ftSHhg8HXi Vanke is effectively toast too now. Whats"  
[X Link](https://x.com/RamonGo62661955/status/1999835688842248448)  2025-12-13T13:35Z [---] followers, [---] engagements


"@BlacklionCTA @KastoRepo @ScottSkyrm Someone who needed a specific CUSIP couldnt get it even at elevated borrowing costs. Everything happening now: global yields breaking out SOFR / futures repricing huge issuance JGB yields exploding Fed altering RMP purchases SRF usage rising credit markets wobbling $ORCL= junk"  
[X Link](https://x.com/RamonGo62661955/status/1999912040086020128)  2025-12-13T18:39Z [---] followers, [----] engagements


"@patientinvestt 💯 $PG 4.94% with dividends reinvested. The question becomes did they lose the brand premium their products lines commanded. Furthermore what does it say about the state of the purchasing power of the US consumer. Lastly the MOST brand loyal consumer in the US are hispanics"  
[X Link](https://x.com/RamonGo62661955/status/1999933423167938604)  2025-12-13T20:04Z [---] followers, [---] engagements


"@EddyElfenbein Now add the uncomfortable part: The "Scarring" has already begun. Long-term unemployment rarely responds to rate cuts because its driven by structural dislocation not demand. Thats hysteresis & once it sets in Fed policy loses traction. The end of the Fed put"  
[X Link](https://x.com/RamonGo62661955/status/2001037562677252098)  2025-12-16T21:11Z [---] followers, [--] engagements


"@David_Tracey @TheVoz4Real So I suspect your thesis is that China's need to turbo boost deflation will cause a global commodities downturn in copper iron ore & silver depressing their prices IMO the Vanke implosion along with the issuance of long term bonds is not a one-off strategy by the CCP"  
[X Link](https://x.com/RamonGo62661955/status/2001424961638953049)  2025-12-17T22:51Z [---] followers, [---] engagements


"@David_Tracey Maybe he addresses it elsewhere in the video but is AI the pin that finally punctures the financial-alchemy bubble The one that allowed the C-suite to [--] compensation year after year by engineering earnings via dividend buybacks while labor was handed 34% annual raises"  
[X Link](https://x.com/RamonGo62661955/status/2001428839570739639)  2025-12-17T23:06Z [---] followers, [---] engagements


"@yieldsearcher @simplspark So I suspect the thesis is that China's need to turbo boost deflation will cause a global commodities downturn in copper iron ore & silver depressing their prices IMO the Vanke implosion along with the issuance of long term bonds is not a one-off strategy by the CCP"  
[X Link](https://x.com/RamonGo62661955/status/2001430585625956594)  2025-12-17T23:13Z [---] followers, [---] engagements


"@yieldsearcher @simplspark The only scenario that saves metals near-term is a truly staggering debt-fueled global infrastructure binge (a 2009-style coordinated stimulus). Consequently given the high debt levels & restrictive rates IMO that is improbable"  
[X Link](https://x.com/RamonGo62661955/status/2001451081398731138)  2025-12-18T00:34Z [---] followers, [--] engagements


"@wallstengine The most damning number: 3rd party finance (fees)/income net: $(3.0) million vs. +$1.0 million last year. A -397% collapse. They're likely having to pay rebates or subsidies to finance partners to get loans approved for their credit-challenged customers/loan rejections. $KMX"  
[X Link](https://x.com/RamonGo62661955/status/2001639549542560205)  2025-12-18T13:03Z [---] followers, [---] engagements


"LeCun's view on LLM's has been vindicated The study identifies a "diminishing return of scaling up model sizes & reasoning" for scientific discovery. This aligns with LeCuns argument that current architectures (scaling up next-token prediction) may not be sufficient to reach AGI This paper from Harvard and MIT quietly answers the most important AI question nobody benchmarks properly: Can LLMs actually discover science or are they just good at talking about it The paper is called Evaluating Large Language Models in Scientific Discovery and instead https://t.co/Yqo8Uqwrg0 This paper from"  
[X Link](https://x.com/RamonGo62661955/status/2002013607190536432)  2025-12-19T13:50Z [---] followers, [---] engagements


"@biancoresearch Supply is exceeding demand due to balance sheet constraints hence rates will remain sticky. Buckle up"  
[X Link](https://x.com/RamonGo62661955/status/2002037752490033305)  2025-12-19T15:26Z [---] followers, [---] engagements


"@David_Tracey @USAmbEU @realDonaldTrump Agree with it or not Project [----] lays out a roadmap for reshaping relations with the EU. My concern is execution: Trump is not strategic but instinctively reactive with a tendency to fall back on ideology which doesnt bode well for implementing a disciplined long-term plan"  
[X Link](https://x.com/RamonGo62661955/status/2003829649521209663)  2025-12-24T14:06Z [---] followers, [--] engagements


"@PeterBerezinBCA GDP was front-loaded with: -Government spending -Import compression -Savings-funded consumption Meanwhile: -Lower-income deposits are depleted -Student loan delinquencies are re-accelerating -Credit cards are cracking -Wage growth is decelerating fastest where MPC is highest"  
[X Link](https://x.com/RamonGo62661955/status/2005294757002821783)  2025-12-28T15:08Z [---] followers, [---] engagements


"@michaeljburry $TSLA is the symptom. AI is the same disease a prisoners dilemma with massive spend few winners & inevitable repricing. Patience beats hero trades. 🤮 $SPX $QQQ"  
[X Link](https://x.com/RamonGo62661955/status/2006138874452439280)  2025-12-30T23:02Z [---] followers, [--] engagements


"Railcar loadings dont lie. This is the real-world evidence of the credit and demand contraction Ive been forecasting. Chicago PMI & Dallas Services said the same thing yesterday. The only missing catalyst (butterfly event) is a credit event or a crack in the AI hype. $SPX $QQQ"  
[X Link](https://x.com/RamonGo62661955/status/2006362176450330740)  2025-12-31T13:49Z [---] followers, [--] engagements


"Now add this to the mix: * Juglar absorption failure. * Bull-steepener damage phase. * Fed losing transmission power. * Commodities/PMs breaking out. * Labor softening at the margin. * Credit stuck in neutral. January is shaping up to be a doozy. **Nasdaq**✨ Keeping it simple. The broadening pattern has now fully matured. January will be IMO the month that will either invalidate the pattern or see a brutal sell-off towards the lower boundaries of the pattern in epic fashion. Stay vigilant. Happy New year.✨ https://t.co/yFqMGENEjN **Nasdaq**✨ Keeping it simple. The broadening pattern has now"  
[X Link](https://x.com/RamonGo62661955/status/2006369490586751259)  2025-12-31T14:18Z [---] followers, [--] engagements


"@UnicusResearch $CVNA It won't be long now"  
[X Link](https://x.com/RamonGo62661955/status/2006404582105124892)  2025-12-31T16:38Z [---] followers, [---] engagements


"@wallstengine "Silent Liquidation." To close the year with the indices near their highs but with an ADR of [----] is a profound technical warning. It means the "Composite Man" (institutional money) has spent the final hours of [----] handing off their bags to the retail "Santa Claus" rally chasers"  
[X Link](https://x.com/RamonGo62661955/status/2006473376953675893)  2025-12-31T21:11Z [---] followers, [---] engagements


"$SPY @ [----] broke through it's LPSY & $QQQ @ [-----] BOTH breaking through major support levels at the EOY implies a +70% probability of a 5%-11% decline in January. I know it's a statistical outlier but that's what the data is telling me. Caveat Emptor @wallstengine "Silent Liquidation." To close the year with the indices near their highs but with an ADR of [----] is a profound technical warning. It means the "Composite Man" (institutional money) has spent the final hours of [----] handing off their bags to the retail "Santa Claus" rally chasers @wallstengine "Silent Liquidation." To close the"  
[X Link](https://x.com/RamonGo62661955/status/2006477901903048949)  2025-12-31T21:29Z [---] followers, [---] engagements


"@PhillipsPOBrien "Any U.S. effort to bring about regime change in Caracas that is based on military strike power faulty premises and unwarranted assumptions is unlikely to bring about a smooth political transition and could lead to far worse outcomes." https://www.crisisgroup.org/latin-america-caribbean/venezuela/beware-slide-toward-regime-change-venezuela https://www.crisisgroup.org/latin-america-caribbean/venezuela/beware-slide-toward-regime-change-venezuela"  
[X Link](https://x.com/RamonGo62661955/status/2007818044756640160)  2026-01-04T14:14Z [---] followers, [---] engagements


"@BulwarkOnline "Any U.S. effort to bring about regime change in Caracas that is based on military strike power faulty premises and unwarranted assumptions is unlikely to bring about a smooth political transition and could lead to far worse outcomes.""  
[X Link](https://x.com/RamonGo62661955/status/2007849723034759285)  2026-01-04T16:20Z [---] followers, [----] engagements


"@BulwarkOnline https://www.crisisgroup.org/latin-america-caribbean/venezuela/beware-slide-toward-regime-change-venezuela https://www.crisisgroup.org/latin-america-caribbean/venezuela/beware-slide-toward-regime-change-venezuela"  
[X Link](https://x.com/RamonGo62661955/status/2007849821630345616)  2026-01-04T16:21Z [---] followers, [--] engagements


"@biancoresearch The administration has made grand promises but has yet to announce a cohesive strategy the market can price in. The hard part in Venezuela the actual transition & rebuilding of a shattered state & oil industry starts now. 👇"  
[X Link](https://x.com/RamonGo62661955/status/2007854579808092232)  2026-01-04T16:40Z [---] followers, [----] engagements


"@biancoresearch https://www.crisisgroup.org/latin-america-caribbean/venezuela/beware-slide-toward-regime-change-venezuela https://www.crisisgroup.org/latin-america-caribbean/venezuela/beware-slide-toward-regime-change-venezuela"  
[X Link](https://x.com/RamonGo62661955/status/2007854863271780711)  2026-01-04T16:41Z [---] followers, [--] engagements


"@leadlagreport 💯Today's tape is ugly ADR @ [----] while $SPX is flat or slightly negative. Institutions are using the "Soldier" rally as liquidity to exit their largest most crowded positions (the "Generals") without crashing the index immediately. Trapdoor is about to open. 👀 30-year 4.86"  
[X Link](https://x.com/RamonGo62661955/status/2009289864429125706)  2026-01-08T15:43Z [---] followers, [---] engagements


"@RapSheet This would be a great spot for his development to learn under a former Dolphins HC Dan Campbell. No one has ever questioned Mike McDaniels football IQ. What he needs now is to grow into being a true head coach leader of men & enforcer of culture"  
[X Link](https://x.com/RamonGo62661955/status/2009381841799680350)  2026-01-08T21:48Z [---] followers, [--] engagements


"@SantiagoAuFund This signals a loss of confidence in All Fiat Currencies not just the Dollar. While it "helps" the trade deficit it means capital is flowing out of U.S. financial markets (as entities sell Treasuries to buy gold) & into vaults in London Zurich or Shanghai"  
[X Link](https://x.com/RamonGo62661955/status/2010095091130740770)  2026-01-10T21:03Z [---] followers, [---] engagements


"@Markzandi The global system is saturated with debt. This is a balance-sheet constraint not a policy choice no one can afford to absorb more IOUs. Thats why Trump nor anyone else will be able to force mortgage rates or U.S. borrowing costs lower. This is how dollar debasement works"  
[X Link](https://x.com/RamonGo62661955/status/2010831537298678145)  2026-01-12T21:49Z [---] followers, [---] engagements


"@sentdefender Trump warned of a strong response if Iran killed protesters. After hundreds dead and thousands arrested the response is tariffs. Weve seen this movie before - Obamas red line in Syria. Different presidents same cowardice when words require consequences"  
[X Link](https://x.com/RamonGo62661955/status/2010837275320492419)  2026-01-12T22:12Z [---] followers, [--] engagements


"@wallstengine 👀on China: De-escalation is politically fatal for both sides now. Trump cant afford another retreat on rare earths or tariffs while Xi cant absorb another climbdown after the U.S. arms package to Taiwan. They're locked in a game of Dead Mans Bluff"  
[X Link](https://x.com/RamonGo62661955/status/2011187658425278811)  2026-01-13T21:24Z [---] followers, [--] engagements


"@EpsilonTheory It maybe too late for our Republic. Those who wanted & relish the power that they enjoy will not go away quietly. https://x.com/sentdefender/status/2015152938931356090s=20 Clearer image shows that the firearm removed from the scuffle by an agent prior to the shooting in Minneapolis was almost definitely the victims Sig P320 meaning he was unarmed when shot by agents with Border Patrol and Immigration & Customs Enforcement (ICE). https://t.co/X9OFLTUS3T https://x.com/sentdefender/status/2015152938931356090s=20 Clearer image shows that the firearm removed from the scuffle by an"  
[X Link](https://x.com/RamonGo62661955/status/2015162679661404171)  2026-01-24T20:39Z [---] followers, [---] engagements


"$SPG Net income was $475.2 million or $1.46 per diluted share compared to $594.1 million or $1.82 per diluted share in the third quarter of [-----]. Decrease due to Klepierre (European mall operator) MTM of exchangeable bonds"  
[X Link](https://x.com/RamonGo62661955/status/1852335646309810238)  2024-11-01T13:03Z [---] followers, [--] engagements


"@TheInsiderPaper For a demagogue to consolidate power he must first control the security apparatusthose with the guns. Once thats accomplished who will be left to enforce a judges ruling that opposes him" #Trump #fascist https://x.com/RamonGo62661955/status/1856441911927509348 The key for demagogues to hold onto power is gaining complete control over the security apparatus. A common tactic Purging individuals loyal to democratic institutions and replacing them with those personally loyal to the leader. Next: #FBI #CIA #DOJ https://t.co/xyaF5sPHQh"  
[X Link](https://x.com/RamonGo62661955/status/1856808451340431400)  2024-11-13T21:16Z [---] followers, [----] engagements


"@TimDuy Since Nixon no administration has implemented comprehensive measures to close the gap directly and sustainably between rising productivity and stagnant wages. The issue remains driven by structural economic changes globalization and policy decisions favoring capital over labor"  
[X Link](https://x.com/RamonGo62661955/status/1863303383311937725)  2024-12-01T19:25Z [---] followers, [----] engagements


"Its the classic butterfly effect: a butterfly flaps its wings in South America and weeks later a typhoon forms in the Pacific. So focus on the minor details and you just might see the butterfly. $KRE $LNC $VLY Apollo says [--] cents. KKR says [--] cents. Same loan. Same company. Same quarter. Fourteen point gap on Medallia debt. Record spread for private credit. Illiquidity premium includes the premium of making up your own price. https://t.co/6SskSzwBmD Apollo says [--] cents. KKR says [--] cents. Same loan. Same company. Same quarter. Fourteen point gap on Medallia debt. Record spread for private"  
[X Link](https://x.com/RamonGo62661955/status/1989311331267129490)  2025-11-14T12:35Z [---] followers, [---] engagements


"RT @RamonGo62661955: @TimDuy Since Nixon no administration has implemented comprehensive measures to close the gap directly and sustainabl"  
[X Link](https://x.com/RamonGo62661955/status/2010045801377264004)  2026-01-10T17:47Z [---] followers, [--] engagements


"@DeItaone We have reached a point where de-escalation is politically fatal for both men. Trump cannot back down without looking like "Sleepy Joe" and Xi cannot back down without inviting a palace coup. They are now passengers on a collision course they built themselves"  
[X Link](https://x.com/RamonGo62661955/status/2010495263224254695)  2026-01-11T23:33Z [---] followers, [--] engagements


"RT @RamonGo62661955: @DeItaone We have reached a point where de-escalation is politically fatal for both men. Trump cannot back down withou"  
[X Link](https://x.com/RamonGo62661955/status/2010495311332942188)  2026-01-11T23:33Z [---] followers, [--] engagements


"RT @RamonGo62661955: @BobEUnlimited Id argue the market is beginning to digest the high levels of chaos and unpredictability this administ"  
[X Link](https://x.com/RamonGo62661955/status/2010675323881329090)  2026-01-12T11:28Z [---] followers, [--] engagements


"FWIW The Bloomberg Consensus: As of January [----] not a single one of the [--] major Wall Street prognosticators surveyed is predicting a market decline. $DIA $SPX $QQQ 🤷♂ The 125-Year-Old #trend line Everyone is max #bullish at the #resistance trendline. https://t.co/jMSTw6zfmW The 125-Year-Old #trend line Everyone is max #bullish at the #resistance trendline. https://t.co/jMSTw6zfmW"  
[X Link](https://x.com/RamonGo62661955/status/2011182710375723412)  2026-01-13T21:04Z [---] followers, [--] engagements


"Due to higher employment costs resulting in restaurants adding a surcharge since most folks are leaving fewer or lower gratuities. Restaurant inflation still biting https://t.co/4QPj906BIC Restaurant inflation still biting https://t.co/4QPj906BIC"  
[X Link](https://x.com/RamonGo62661955/status/2011201096929460257)  2026-01-13T22:18Z [---] followers, [--] engagements


"Bravo COMMANDER: Were fighting for freedom. And part of that freedom is the freedom to retire with dignity. So were going to start accounts called 401(k)s. SOLDIER 1: Whats a 401(k) COMMANDER: Its a retirement account. You put money in it grows tax-free you take it out when https://t.co/ZQny1YUkYO COMMANDER: Were fighting for freedom. And part of that freedom is the freedom to retire with dignity. So were going to start accounts called 401(k)s. SOLDIER 1: Whats a 401(k) COMMANDER: Its a retirement account. You put money in it grows tax-free you take it out when https://t.co/ZQny1YUkYO"  
[X Link](https://x.com/RamonGo62661955/status/2011449184021532906)  2026-01-14T14:43Z [---] followers, [--] engagements


"@PeterSchiff The "Fade the Close" accelerated into the final hour was triggered by the $SPX falling [--] points to [----] & the ADR dropping from [----] @ 13:50 to [----]. The 11% waterfall for January in has been activated with levels to watch for $SPX @ [----] & $QQQ @ [-----]. Good Luck to all"  
[X Link](https://x.com/RamonGo62661955/status/2011936894037131611)  2026-01-15T23:01Z [---] followers, [--] engagements


"👀 👂 from a lil 🐦 that the rough outline of plans for a manufactured crises that would necessitate Martial Law are already being drawn in the Oval Office. In [--] years or so if this comes to pass know that this was not a coincidence. 😬 https://t.co/P8oKx3a4eL 👂 from a lil 🐦 that the rough outline of plans for a manufactured crises that would necessitate Martial Law are already being drawn in the Oval Office. In [--] years or so if this comes to pass know that this was not a coincidence. 😬 https://t.co/P8oKx3a4eL"  
[X Link](https://x.com/RamonGo62661955/status/2011977879454695598)  2026-01-16T01:44Z [---] followers, [--] engagements


"RT @RamonGo62661955: @PeterSchiff The "Fade the Close" accelerated into the final hour was triggered by the $SPX falling [--] points to 6944"  
[X Link](https://x.com/RamonGo62661955/status/2012272561720090967)  2026-01-16T21:15Z [---] followers, [--] engagements


"RT @Kasparov63: Are these the actions of a regime that believes they have any chance of losing power"  
[X Link](https://x.com/RamonGo62661955/status/2015250567854014469)  2026-01-25T02:29Z [---] followers, [---] engagements


"RT @Kasparov63: Having lived through a similar nationwide version of this in Trump's model Putin's Russia its not easy to fight against"  
[X Link](https://x.com/RamonGo62661955/status/2015251621786128648)  2026-01-25T02:33Z [---] followers, [----] engagements


"RT @RamonGo62661955: @TheInsiderPaper For a demagogue to consolidate power he must first control the security apparatusthose with the gun"  
[X Link](https://x.com/RamonGo62661955/status/2015261067388104973)  2026-01-25T03:10Z [---] followers, [--] engagements


"RT @RamonGo62661955: The key for demagogues to hold onto power is gaining complete control over the security apparatus. A common tactic Pu"  
[X Link](https://x.com/RamonGo62661955/status/2015261139869786189)  2026-01-25T03:11Z [---] followers, [--] engagements


"RT @RamonGo62661955: @MacroEdgeRes In the last two hours the Dollar vs the Euro has slumped from $1.187 to $1.206. This move is dramatic"  
[X Link](https://x.com/RamonGo62661955/status/2016254242038616221)  2026-01-27T20:57Z [---] followers, [--] engagements


"RT @RamonGo62661955: @scottlincicome Case in point Caterpillar $CAT in their earnings yesterday flagged a material tariff cost headwind in"  
[X Link](https://x.com/RamonGo62661955/status/2016942756690636918)  2026-01-29T18:33Z [---] followers, [--] engagements


"RT @JulianKlymochko: Paul Volcker would hike 50bps today and be smoking a cigar while doing it"  
[X Link](https://x.com/RamonGo62661955/status/2016942881890525417)  2026-01-29T18:33Z [---] followers, [--] engagements


"RT @RamonGo62661955: @NickTimiraos FWIW.Caveat Emptor into this messaging. https://x.com/jam_croissant/status/2017058658060800216s=20 https://x.com/jam_croissant/status/2017058658060800216s=20"  
[X Link](https://x.com/RamonGo62661955/status/2017288652292767788)  2026-01-30T17:27Z [---] followers, [--] engagements


"RT @RamonGo62661955: @NickTimiraos Confirmed. https://x.com/annmarie/status/2017263851939500135s=20 https://x.com/annmarie/status/2017263851939500135s=20"  
[X Link](https://x.com/RamonGo62661955/status/2017288662921216305)  2026-01-30T17:27Z [---] followers, [--] engagements


"On the path to #Stagflation driven by hard to control inflation. This is anathema to tech & highly leveraged stocks. $SPX $QQQO Revised GDP figures for Q4 show the core PCE index the Fed's preferred inflation gauge was firmer than previously estimated. It rose at a 4.3% annualized rate up from an earlier estimate of 3.9% Core inflation was 4.8% YoY (initially reported 4.7%) https://t.co/MHhDMgxjZ7 Revised GDP figures for Q4 show the core PCE index the Fed's preferred inflation gauge was firmer than previously estimated. It rose at a 4.3% annualized rate up from an earlier estimate of 3.9%"  
[X Link](https://x.com/RamonGo62661955/status/1628761321603727361)  2023-02-23T14:18Z [---] followers, [---] engagements


"🧵News about $CS $BNPQY (BNP) European markets are fast & furious. $CS was not an unknown risk so this is an overreaction. Don't short the banks here let today playout since there should be a coordinated response from US & European CB later today. C&I is another story 1/2"  
[X Link](https://x.com/RamonGo62661955/status/1635972263441752066)  2023-03-15T11:52Z [---] followers, [---] engagements


"Relay Therapeutics Announces Updated Interim Data for RLY-2608 + Fulvestrant Demonstrating Continued Maturation of Clinically Meaningful Progression Free Survival. $RLAY +12.17%"  
[X Link](https://x.com/RamonGo62661955/status/1866841950063878165)  2024-12-11T13:46Z [---] followers, [---] engagements


"@FreightAlley 💯Tariff shocks behave like monetary tightening. A big tariff shock resembles: a sudden tax increase a consumption hit a confidence shock a wealth shock and a rise in uncertainty all of which mimic the channels of Fed tightening"  
[X Link](https://x.com/RamonGo62661955/status/1989828536538972166)  2025-11-15T22:51Z [---] followers, [---] engagements


"This morning's [--] point reversal in the $SPX & [---] points in the $QQQQ with an ADR today of [----] means "The Generals are being shot" since the mega-cap leaders that propped up the market in December are finally being liquidated. On Wednesday (EOY) the $SPX @ [----] broke through it's LPSY & $QQQ @ [-----] BOTH breaking through major support levels at the EOY implies a +70% probability of a 5%-11% decline in January. I know it's a statistical outlier but that's what the data is telling me. On Wednesday (EOY) the $SPX @ [----] broke through it's LPSY & $QQQ @ [-----] BOTH breaking through major support"  
[X Link](https://x.com/RamonGo62661955/status/2007141004777046024)  2026-01-02T17:24Z [---] followers, [---] engagements


"@ConsensusGurus $DIS quarter is mixed because consumers are reallocating spend from high-ticket experiential offerings toward lower-friction digital consumption while investment intensity (capex + opex) ramps up compressing margins. Consumer spending growth is petering out"  
[X Link](https://x.com/RamonGo62661955/status/2018317693275791537)  2026-02-02T13:36Z [---] followers, [--] engagements


"@ConsensusGurus IMO this is due to smart money aware that interest rate premiums for $ORCL Oracle linked projects have doubled since September [----] pushing its borrowing costs into "junk bond" territory. https://x.com/RamonGo62661955/status/2018029135667327342s=20 @MacroEdgeRes $ORCL has officially hit: The "Financing Wall" due to major banks retreating from lending in AI. Multiple US banks and private equity firms (like Blue Owl Capital) have reportedly declined to fund new Oracle data center projects in Michigan and elsewhere. https://x.com/RamonGo62661955/status/2018029135667327342s=20"  
[X Link](https://x.com/RamonGo62661955/status/2018462677191016562)  2026-02-02T23:12Z [---] followers, [---] engagements


"@DeItaone Meanwhile in the real world"  
[X Link](https://x.com/RamonGo62661955/status/2018467257903690047)  2026-02-02T23:31Z [---] followers, [---] engagements


"@wallstengine So if he overestimated the capabilities & adoption rate what does that say about the valuations of the hyperscalers that are gorging on debt in a world already awash in it 👀 at $META $ORCL & maybe $MSFT"  
[X Link](https://x.com/RamonGo62661955/status/2018741311265030374)  2026-02-03T17:40Z [---] followers, [---] engagements


"@DeItaone Not a worthwhile investment in the current environment. Platinum tends to rise when industrial demand is strong especially in auto energy and decarbonization sectors (catalytic converters hydrogen economy clean tech etc.). Investors are better off with $GLD $SLVR & $PASS"  
[X Link](https://x.com/RamonGo62661955/status/1976364062209450101)  2025-10-09T19:08Z [---] followers, [---] engagements


"@BlacklionCTA This benefits financials & value stocks since this is a major headwind for growth Stocks (e.g. technology long-duration assets or the $BOA "bubble" stocks because their value is tied mostly to cash flows far in the future. + $ALL $AIZ $EMBJ $ET $KEY $PAS - $ORCL $NVDA $PLTR"  
[X Link](https://x.com/RamonGo62661955/status/1999916105238970814)  2025-12-13T18:55Z [---] followers, [---] engagements


"The key for demagogues to hold onto power is gaining complete control over the security apparatus. A common tactic Purging individuals loyal to democratic institutions and replacing them with those personally loyal to the leader. Next: #FBI #CIA #DOJ https://www.wsj.com/politics/national-security/trump-draft-executive-order-would-create-board-to-purge-generals-7ebaa606mod=hp_lead_pos1 https://www.wsj.com/politics/national-security/trump-draft-executive-order-would-create-board-to-purge-generals-7ebaa606mod=hp_lead_pos1"  
[X Link](https://x.com/anyuser/status/1856441911927509348)  2024-11-12T21:00Z [---] followers, [----] engagements


"@BobEUnlimited Id argue the market is beginning to digest the high levels of chaos and unpredictability this administration brings. The appointments alone signal challenges of policy that business leaders and markets will be grappling with for a long time"  
[X Link](https://x.com/anyuser/status/1857407520366563719)  2024-11-15T12:57Z [---] followers, 11.8K engagements


"@MacroEdgeRes In the last two hours the Dollar vs the Euro has slumped from $1.187 to $1.206. This move is dramatic"  
[X Link](https://x.com/anyuser/status/2016254155300446275)  2026-01-27T20:57Z [---] followers, [----] engagements


"Implications for equities: US exporters multinationals & commodities benefit from dollar softness; domestic-focused companies may lag. Currently long: $EMBJ $JBS $PBR $GOOGL $CNQ $SU $SEDG $TUR $ASML $VWOB For decades foreign investors enjoyed a free lunch: U.S. Treasuries offered attractive yields while the U.S. dollar provided natural equity hedging. That era is over. Amid ongoing dollar depreciation hedging U.S. fixed income often locks in negative yields for investors abroad https://t.co/r2JqTEfeJG For decades foreign investors enjoyed a free lunch: U.S. Treasuries offered attractive"  
[X Link](https://x.com/anyuser/status/2016873110327177718)  2026-01-29T13:56Z [---] followers, [---] engagements


"Accurate so far & it implies greater volatility & upheavals = Currency Wars & FX Volatility A Breakdown in Correlations "De-Risking" vs. "Re-Routing" Conundrum triggering disproportionate volatility in these "safe haven" EM markets. My predictions for [----] were for the Dollar to fall and the debasement trade to roar. That's happening. The Fed is an inadvertent catalyst. Jackson Hole on Aug. [--] started the precious metals rally and every Fed meeting since is adding fuel to the fire. https://t.co/i0rt50ap5o https://t.co/upZeuUW970 My predictions for [----] were for the Dollar to fall and the"  
[X Link](https://x.com/anyuser/status/2016875783415857593)  2026-01-29T14:07Z [---] followers, [---] engagements


"Preparations for the [----] Elections U.S. Director of National Intelligence Tulsi Gabbard speaks on the phone while standing inside a vehicle loaded with boxes outside the Fulton County Election Hub and Operation Center after the FBI executed a search warrant there. Photo by Elijah Nouvelage https://t.co/zj5QHVVS2x U.S. Director of National Intelligence Tulsi Gabbard speaks on the phone while standing inside a vehicle loaded with boxes outside the Fulton County Election Hub and Operation Center after the FBI executed a search warrant there. Photo by Elijah Nouvelage https://t.co/zj5QHVVS2x"  
[X Link](https://x.com/anyuser/status/2016882548710711424)  2026-01-29T14:34Z [---] followers, [--] engagements


"@NickTimiraos FWIW.Caveat Emptor into this messaging. https://x.com/jam_croissant/status/2017058658060800216s=20 Ladies and Gentlemen I present to you your new Federal Reserve Chairman: Ronald Lauder -Heir to the Este Lauder fortune -College Friend of Msr Trump -Ex Ambassador to Austria -President of the World Jewish Congress Ronald's daughter Jane Lauder is married to https://t.co/Bw24jTnyzy https://x.com/jam_croissant/status/2017058658060800216s=20 Ladies and Gentlemen I present to you your new Federal Reserve Chairman: Ronald Lauder -Heir to the Este Lauder fortune -College Friend of Msr"  
[X Link](https://x.com/anyuser/status/2017287900702859519)  2026-01-30T17:24Z [---] followers, [----] engagements


"@NickTimiraos Confirmed. https://x.com/annmarie/status/2017263851939500135s=20 Kevin Warsh has a distinguished resume and is widely viewed as a credible nominee but its also important to note his father-in-law is Ron Lauder. Besides being friends with the president he donated $5 million in March to MAGA Inc. Trumps super PAC. https://t.co/HIhYPy4aAd https://x.com/annmarie/status/2017263851939500135s=20 Kevin Warsh has a distinguished resume and is widely viewed as a credible nominee but its also important to note his father-in-law is Ron Lauder. Besides being friends with the president he"  
[X Link](https://x.com/anyuser/status/2017288617278730291)  2026-01-30T17:27Z [---] followers, [--] engagements


"For top-tier miners like $PAAS $SLV at $2530 silver implies a gross margins of 50100%. As the market fixates on silvers volatility: The silver miners-to-silver ratio is currently at one of its lowest levels in history. Not long ago investors were dreaming of silver trading above $50/oz. Today with prices well above that level some producers are operating at https://t.co/sa7w5CXbcg As the market fixates on silvers volatility: The silver miners-to-silver ratio is currently at one of its lowest levels in history. Not long ago investors were dreaming of silver trading above $50/oz. Today with"  
[X Link](https://x.com/RamonGo62661955/status/2018458539573043684)  2026-02-02T22:56Z [---] followers, [---] engagements

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