# ![@Scorpio_Alejand Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1635890613328437248.png) @Scorpio_Alejand BEARRy MARShmallow

BEARRy MARShmallow posts on X about deflation, gold, stocks, inflation the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1635890613328437248/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1635890613328437248/c:line/m:interactions.svg)

- [--] Week [------] -49%
- [--] Month [------] -25%
- [--] Months [-------] +74%
- [--] Year [-------] +5.30%

### Mentions: [--] [#](/creator/twitter::1635890613328437248/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1635890613328437248/c:line/m:posts_active.svg)

- [--] Month [--] -47%
- [--] Months [---] -4.30%
- [--] Year [---] -35%

### Followers: [-----] [#](/creator/twitter::1635890613328437248/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1635890613328437248/c:line/m:followers.svg)

- [--] Week [-----] +1.60%
- [--] Month [-----] +3.60%
- [--] Months [-----] +31%
- [--] Year [-----] +125%

### CreatorRank: [-------] [#](/creator/twitter::1635890613328437248/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1635890613328437248/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  78.15% [countries](/list/countries)  26.05% [currencies](/list/currencies)  12.61% [stocks](/list/stocks)  10.92% [cryptocurrencies](/list/cryptocurrencies)  #7711 [technology brands](/list/technology-brands)  5.04% [travel destinations](/list/travel-destinations)  3.36% [automotive brands](/list/automotive-brands)  1.68% [financial services](/list/financial-services)  0.84% [exchanges](/list/exchanges)  0.84%

**Social topic influence**
[deflation](/topic/deflation) #172, [gold](/topic/gold) #4287, [stocks](/topic/stocks) #2525, [inflation](/topic/inflation) 15.13%, [$spx](/topic/$spx) 12.61%, [in the](/topic/in-the) 12.61%, [trade](/topic/trade) 12.61%, [china](/topic/china) 11.76%, [tariffs](/topic/tariffs) 10.08%, [money](/topic/money) 9.24%

**Top accounts mentioned or mentioned by**
[@tozgokmen](/creator/undefined) [@alexjuska](/creator/undefined) [@cherrygarciafan](/creator/undefined) [@echtirre](/creator/undefined) [@tomek51628489](/creator/undefined) [@echt_irre](/creator/undefined) [@jaker1419](/creator/undefined) [@scorpioalejand](/creator/undefined) [@eldarion974](/creator/undefined) [@martysmoney11](/creator/undefined) [@peterberezinbca](/creator/undefined) [@micro2macr0](/creator/undefined) [@leadlagreport](/creator/undefined) [@attilah](/creator/undefined) [@davidwinters59](/creator/undefined) [@88888cash88888](/creator/undefined) [@gitro77](/creator/undefined) [@zerohedge](/creator/undefined) [@bprising](/creator/undefined) [@historyguy510](/creator/undefined)

**Top assets mentioned**
[SPX6900 (SPX)](/topic/$spx) [Vixco (VIX)](/topic/$vix) [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [SPDR GOLD ETF (GLD)](/topic/$gld) [Strategy (MSTR)](/topic/$mstr) [Advanced Micro Devices (AMD)](/topic/$amd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@TOzgokmen @echt_irre @AlexJuska My answer is when Leverage will be cut out from funding. Btw. It's happening if the Japanese Yen strenghtens and the YC1030 globally FLATTEN there won't be any Money to gamble via call options buying"  
[X Link](https://x.com/Scorpio_Alejand/status/2021978503558648227)  2026-02-12T16:03Z [----] followers, [---] engagements


"Luckily I have spent my last [--] years studying Demographics. That's why I won't buy any stocks dip till [----] $SPX level. Demographics Deflation in [----] killed the demand of Equity RE and Gold in Japan for the next [--] years. Why I became a Bear in July [----] Because Recession threshold has been largely outpaced. NOT just my MacroMicro Economic VIM Model but even the Conference Board confirm that. https://t.co/Dge5HxKRuA Why I became a Bear in July [----] Because Recession threshold has been largely outpaced. NOT just my MacroMicro Economic VIM Model but even the Conference Board confirm that."  
[X Link](https://x.com/Scorpio_Alejand/status/2007831418299445723)  2026-01-04T15:08Z [----] followers, [----] engagements


"After Ireland even Spain the other booming Growth Champion of EU shows NEGATIVE YoY Producer Prices Please ask yourself WHY Prices are falling. Ireland PPI -6.4% YoY Smell of NIRP. https://t.co/hVdDKSVuNq Ireland PPI -6.4% YoY Smell of NIRP. https://t.co/hVdDKSVuNq"  
[X Link](https://x.com/Scorpio_Alejand/status/2016072702214263108)  2026-01-27T08:56Z [----] followers, [---] engagements


"@AlexJuska We are mocked and hated every day after warning people about Risks and show how to preserve Capital. What a reward"  
[X Link](https://x.com/Scorpio_Alejand/status/2017675324239052855)  2026-01-31T19:04Z [----] followers, [---] engagements


"People don't believe my Theory about the DELEVERAGING of The Bundle of stocks+Gold&Silver+BTC with all those assets at risk of erase 90% of their value because they say Gold never lost so much. Are you sure Gold LOST 90% vs the British Pound from [----] to 1917"  
[X Link](https://x.com/Scorpio_Alejand/status/2017872659690725625)  2026-02-01T08:08Z [----] followers, [----] engagements


"I'm very happy of today's rebound because: [--]. Gold and Silver intraday Price SWINGS can remain elevated; [--]. Elevated SWINGS lead to Higher $GVZ [---] (the $VIX of Gold); [--]. $GVZ to [---] will produce the Highest % CME initial speculative Margin requirements for $GC Gold Futures since [----] Conclusion: the Highest % CME initial speculative Margin requirements for $GC Gold Futures since [----] will KILL THE GOLD & SILVER BUBBLE for the Centuries to come FYI Today's CME Margins are way way TOO LOW compared to the SWING already at the ATH levels which busted the [----] Bubble. Don't be surprised by"  
[X Link](https://x.com/Scorpio_Alejand/status/2018673739227955594)  2026-02-03T13:11Z [----] followers, [----] engagements


"NO Places to Hide WRONG. The Fiat US Dollar and Japanese Yen and especially the Long Dated Government Bonds had a Beautiful Green Day While The 40x Leveraged Bundle of stocks+Gold&Silver+BTC keeps bleeding hard. 🩸🩸🩸🩸 500k People lured in everyday by The 40x Leveraged Bundle of stocks+Gold&Silver+BTC Bullshits spreaders of this X app. 🤦🏼♂🤦🏼♂🤦🏼♂🤦🏼♂ Obviously there's something to buy till the last penny before the next Demographics Deflation. But Retail People do NOT have to know that https://t.co/L35kYlxwdt 500k People lured in everyday by The 40x Leveraged Bundle of"  
[X Link](https://x.com/Scorpio_Alejand/status/2019532690668613696)  2026-02-05T22:04Z [----] followers, [----] engagements


"ZERO RATES WERE TOO HIGH wrote J.E. former Bear Stearns Bankster The only one Manipulation in which Banksters are interested in is about Interest Rates & Long Dated Government Bonds. They fuel every kind of Narrative from H4L to Term Premium crossing even by Debasement to steer as many people & Institutional Investors as they can OUT from Gov Bonds and IN into the Shit of The Bundle of stocks+Gold&Silver+BTC. Why Because they want to OWN ALL GOV Bonds before Negative Interest Rates will come back again. stablecoins and Digital will be the Central Banks tools of the next DECADES of"  
[X Link](https://x.com/Scorpio_Alejand/status/2020166054819856701)  2026-02-07T16:01Z [----] followers, [----] engagements


"@TomEk51628489 EU MFIs (EU Banks) are accumulating ALL the EU Government Bonds at Positive Yield (LOW Prices). Then they will sell them to ECB at Negative Yield (HIGH Prices) from 2030s"  
[X Link](https://x.com/Scorpio_Alejand/status/2020441001056227677)  2026-02-08T10:14Z [----] followers, [---] engagements


"Moreover. If there's a High Positive Yield risk-free available. NO REASONS TO LEND to EU Real Economy at Risk of Bankruptcies @Scorpio_Alejand Wise move. No reason to hold expensive stocks in bubble gold or silver after huge move. It is just wise and clever. @Scorpio_Alejand Wise move. No reason to hold expensive stocks in bubble gold or silver after huge move. It is just wise and clever"  
[X Link](https://x.com/Scorpio_Alejand/status/2020473189797646437)  2026-02-08T12:22Z [----] followers, [----] engagements


"@DavidWinters59 X removed all my following after the RESTRICTED notification That's why it's [--] now"  
[X Link](https://x.com/Scorpio_Alejand/status/2020617891712848071)  2026-02-08T21:57Z [----] followers, [--] engagements


"@Eldarion974 @88888cash88888 Sorry but before the [----] Bullshits about Term Premium the relationship between Debt/GDP and Interest Rates was unequivocal: As Debt/GDP rise 10y Rates FALL. It's mechanics at 0% Rates because of Demographics Deflation ZIRP & NIRP can't be avoided in order to manage Debt"  
[X Link](https://x.com/Scorpio_Alejand/status/2021144126457086342)  2026-02-10T08:48Z [----] followers, [--] engagements


"@martysmoney11 Agreed. EU companies will be desperate for poor Sales numbers before [----] EOQ1 https://x.com/i/status/2006000161357484072 Tariffs artificially boosted [----] Global Growth. Yep you read that correct. But brace for impact in [----]. 🥶🥶🥶 After [--] years of stagnant ZERO Growth in Global Trade from [----] to [----] finally Tariffs gift an artificial 6% Growth in Global Trade in [----]. 🥳🥳🥳 Why I said https://t.co/TMhIIJSA3Z https://x.com/i/status/2006000161357484072 Tariffs artificially boosted [----] Global Growth. Yep you read that correct. But brace for impact in [----]. 🥶🥶🥶 After 3"  
[X Link](https://x.com/Scorpio_Alejand/status/2021183091897700367)  2026-02-10T11:22Z [----] followers, [--] engagements


"@PeterBerezinBCA It's too late to avoid Demographics Deflation. Sell everything and put all into Long Dated Gov Bonds. Negative Interest Rates are coming GLOBALLY. https://x.com/i/status/2007835647999132042 Now I'm ready. There's only [--] way to profit during a Demographics Deflation: Long Dated Government Bonds https://t.co/6AkelSMwcr https://x.com/i/status/2007835647999132042 Now I'm ready. There's only [--] way to profit during a Demographics Deflation: Long Dated Government Bonds https://t.co/6AkelSMwcr"  
[X Link](https://x.com/Scorpio_Alejand/status/2021476963010130226)  2026-02-11T06:50Z [----] followers, [--] engagements


"Euribor [--] Month settled today at: [----] 5th day in a row BELOW 2% 🥶🥶🥶🥶 DELEVERAGING of The 40x Leveraged Bundle of stocks Gold Silver BTC will soon resume. Tired of Bullshits about Gold and Silver Manipulation spread by Gold Silver Messiahs Do you really want to know about a PROVED Banksters Manipulation Banks make money with Rates and the MOST Manipulated Rate in the World is certainly the Euribor [--] Months because is the https://t.co/MMax8EBma3 Tired of Bullshits about Gold and Silver Manipulation spread by Gold Silver Messiahs Do you really want to know about a PROVED Banksters"  
[X Link](https://x.com/Scorpio_Alejand/status/2021889750840352907)  2026-02-12T10:10Z [----] followers, [---] engagements


"@cherrygarciafan @AlexJuska Long Dated Gov Bonds will kill The Bundle of stocks+Gold&Silver+BTC. Fed QE on T-Bills is a cagata pazzesca because they believe to keep the UST YC Steep but it will end in pushing Banks & Institutional to play Duration Extension"  
[X Link](https://x.com/Scorpio_Alejand/status/2022015807883231676)  2026-02-12T18:31Z [----] followers, [--] engagements


"@AlexJuska @echt_irre @TOzgokmen About other Momentum Bubble beloved names it seems Euro Banks are starting to feel heavy"  
[X Link](https://x.com/Scorpio_Alejand/status/2021971486853280203)  2026-02-12T15:35Z [----] followers, [--] engagements


"Beyond Macro which is in Recession since H2 [----] there were plenty of signs the DELEVERAGING would have resumed. As I wrote nonstop to warn about NOT buying any dip during last days: JPYC1030 FLATTENER & FLATTENER since December [----] (everyone was looking at JGBs from the WRONG perspective) GPIF is starting Japanese Yen Repatriation (FX $JPYEUR Best 3d run since $VIX +181% in August 5th 2024) ICE $MOVE spiking HIGHER despite UST Yield crashing lower led by 30y FLATTENING Unsustainable Carry Trades on the verge of blowing up UNUSUAL Call option volumes on $GLD $SLV $GVZ Gold $VIX NOT absorbed"  
[X Link](https://x.com/Scorpio_Alejand/status/2022059283802993052)  2026-02-12T21:24Z [----] followers, [---] engagements


"@AlexJuska @echt_irre @TOzgokmen Unicredit NIM is falling. Net Interest Margin is the LOWEST since Q2 [----] But. Unicredit stock price is up 300% since then 🤡🤡🤡 It's just a Momentum play. No Fundamentals"  
[X Link](https://x.com/Scorpio_Alejand/status/2021975378907271583)  2026-02-12T15:51Z [----] followers, [--] engagements


"Margin Calls on the Steepening Carry Trade are happening today. 🥶🥶🥶 The Steepening Carry Trade has been engineered by Crew of Quant PhDs in order to fund call options activity on The 40x Leveraged Bundle of stocks+Gold&Silver+BTC. Flattening led by 30y Yield bucket today caught them offguard. Crew of Quant PhDs will be forced to LIQUIDATE The Bundle in coming hours Margin calls on the Steepening Carry Trade will go parabolic Because of Long Dated Bonds Convexity. Even if played ISO-duration the Long 2y UST Note & Short 30y UST Note will lose a LOT of Money if the Yield Curve is subject to"  
[X Link](https://x.com/Scorpio_Alejand/status/2021312833732952079)  2026-02-10T19:58Z [----] followers, [----] engagements


"@AlexJuska @TOzgokmen @echt_irre @cherrygarciafan Yup. That's why QE this time will be an ISSUE for Risky assets. If Bonds roar back they will get all the inflows letting stocks Gold Silver BTC starving"  
[X Link](https://x.com/Scorpio_Alejand/status/2021981859694227739)  2026-02-12T16:16Z [----] followers, [---] engagements


"To sumup. You got your LOWER RATES but now you realize they are NOT GOOD FOR stocks Gold Silver and Bitcoin. Am I correct @Micro2Macr0 The whole World of gamblers is FRONTRUNNING the Negative payrolls number buying stocks Gold Silver and Bitcoin because they have been told that LOWER RATES are good for those assets (which have risen because of Higher Rates) . 😅😅😅 WHAT COULD GO WRONG The whole World of gamblers is FRONTRUNNING the Negative payrolls number buying stocks Gold Silver and Bitcoin because they have been told that LOWER RATES are good for those assets (which have risen because of"  
[X Link](https://x.com/Scorpio_Alejand/status/2022065161029530060)  2026-02-12T21:47Z [----] followers, [----] engagements


"$VIX fair level today should be [--]. The default rate for US leveraged loans has topped 6% this year almost double the average going back to [----] according to data from Moodys Investors Service. And its not just smaller companies that have been driving the defaults"  
[X Link](https://x.com/anyuser/status/1773270380561543576)  2024-03-28T08:46Z [----] followers, [----] engagements


"Quantitative Easing was created by Tiberius in Rome in year [--] CE. NOT invented by the Fed [----] years later as many believe. So yes. Rome Empire fell despite QE. QE is NOT magic. @TOzgokmen https://economicstudents.com/a-first-time-for-everything-the-financial-crisis-of-33-ce https://economicstudents.com/a-first-time-for-everything-the-financial-crisis-of-33-ce"  
[X Link](https://x.com/anyuser/status/1774142633360666975)  2024-03-30T18:32Z [----] followers, [----] engagements


"People believed in Cotton-Soft Landing until August [----] trusting ISM Manufacturing above [--]. Stagflation chatter lasted [--] months trusting ISM Manufacturing Prices above [--] despite Activity decline. Then GFC and a decade of #deflation swallowed everything. @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1775282931914666024)  2024-04-02T22:03Z [----] followers, [----] engagements


"@TOzgokmen ISM & PMI = useless super optimistic surveys used as camouflage of the Main Street desolation to keep Wall Street afloat. ISM Manufacturing stayed above [--] for of [----]. Prices above [--] for of [----]. Then [--] month later NBER said #recession was already here since [----] 🤦🏻♂"  
[X Link](https://x.com/anyuser/status/1775283453904166912)  2024-04-02T22:05Z [----] followers, [----] engagements


"$VIX spikes are reported during $JPY Japanese Yen #fx Carry Trade Unwinding episodes. @leadlagreport is absolutely right. Don't slow when is raining hard lead your investment portfolio to a crash. 👀 There's a Storm ahead for $SPX ☔ @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1785229198736437686)  2024-04-30T08:46Z [----] followers, 13.7K engagements


"Biggest drop on record. Construction Job openings. Ouch 🥶 @TOzgokmen Oh wait. So Who was warning us on collapsing Lumber was right 👀 @leadlagreport https://x.com/zerohedge/status/1785684159144313011s=19 RIP Housing: construction job openings implode from 456K to 274K - 182K monthly drop is biggest on record https://t.co/Ox3HbKRPz5 https://x.com/zerohedge/status/1785684159144313011s=19 RIP Housing: construction job openings implode from 456K to 274K - 182K monthly drop is biggest on record https://t.co/Ox3HbKRPz5"  
[X Link](https://x.com/Scorpio_Alejand/status/1785692930922983487)  2024-05-01T15:29Z [----] followers, 15.4K engagements


"My MacroMicro Economic VIM Index of America today has reached a lower value than during the climax of 2008-2009 Great Financial Crisis. 👀 As you can see #recession started in the midst of [----] and only worsened. Storm is coming for $SPX ☔"  
[X Link](https://x.com/anyuser/status/1787869852947865755)  2024-05-07T15:39Z [----] followers, 53.7K engagements


"Keep trusting in PMIs and Confidence useless indicators folks As you did till October [----]. #deflation meanwhile is coming are you prepared @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1793897977557176699)  2024-05-24T06:53Z [----] followers, [----] engagements


"@TOzgokmen @Gitro77 Italy Industrial Sales: -15% since Feb-2022 Italy Main Street is harassed by the ECB with a [--] percent interest rate despite Italian inflation is hovering at 0% What a bad choice had been for Italy to ditch the Italian Lira $ITL and its monetary sovereignity. 🤦🏻♂"  
[X Link](https://x.com/anyuser/status/1797226399872253997)  2024-06-02T11:18Z [----] followers, [---] engagements


"231k out 272k are fake jobs added manually by the BLS with the spreadsheet Birth Death "Model". 🪄🤡 Household survey shows -408k #jobs destroyed last month. 🌈 Happy Cotton-Soft Dreams. @TOzgokmen"  
[X Link](https://x.com/Scorpio_Alejand/status/1799060817738141890)  2024-06-07T12:48Z [----] followers, [----] engagements


"It's nice to see the 1st rate cut priced with 75% probability in Sep-24 after CPI 0% MoM. Because only after the 1st rate cut $SPX #stocks $NVDA Bubble Collapse can begin. 🥰 2007-2009 [---] bps of rate cuts 👇🏻 $SPX -56% It means $SPX at [----] in next [--] months 🥶 @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1800884000560681257)  2024-06-12T13:32Z [----] followers, 14.1K engagements


"@TOzgokmen Avalanche can't be stopped once started. $JPY is launched for a +50% move. $USDJPY to [--] $EURJPY to [--] High beta currencies destroyed. It's time to remove some dust from [----] playbook. Everything is = [----]. Except for bigger LEVERAGE. Worst than [----]. 🥶 https://x.com/Scorpio_Alejand/status/1771170692748263891s=19 It was [----] and people were mocking the Japanese Yen relying on their Carrytrades. Because BoJ hikes were "so small". Then the Japanese Yen suddenly appreciated +45% in JUST [--] DAYS. DESTROYING all Carrytrades built in the previous [--] years Beware of The_Yellow 💴🟡"  
[X Link](https://x.com/anyuser/status/1819713576212267370)  2024-08-03T12:34Z [----] followers, [----] engagements


"#deflation & NIRP are on the Global Menu for next Decade. It was so clear already [--] years ago. Many people still try to deny it. 🤦🏻♂🤦🏻♂🤦🏻♂ "Black russian" is my favorite cocktail. 💙❤💚 China can access 20$ #oil since [----] and exporting #deflation @TOzgokmen https://x.com/Scorpio_Alejand/status/1636004610908250112s=19 @zerohedge China reopening is DEFLATIONARY #deflation https://t.co/sgvnJE7GjD https://x.com/Scorpio_Alejand/status/1636004610908250112s=19 @zerohedge China reopening is DEFLATIONARY #deflation https://t.co/sgvnJE7GjD"  
[X Link](https://x.com/anyuser/status/1821805328113058189)  2024-08-09T07:06Z [----] followers, 12.1K engagements


"BLS can cheat on fake payrolls & GDP as much as they want. Anyway #bankruptcies & #layoffs come for REAL. "with [---] filings through July [----] U.S. #bankruptcy filings are the highest since [----] when they were 407" per S&P Global. Germany surpassed all records. @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1821848271389675891)  2024-08-09T09:57Z [----] followers, [----] engagements


"I'm proud to lend my money till [----] to a Country with so Great People. I am referring to NZ🥝 farmers who acted as "Heroes" in saving their beautiful from the threat of Davos puppet (Jacinda) Evil Agenda. A story of "4th Turning" and "Ai used to monitor farts" @TOzgokmen"  
[X Link](https://x.com/Scorpio_Alejand/status/1823618032750481707)  2024-08-14T07:09Z [----] followers, [----] engagements


"You are free to not believe me of course I could be wrong in calling Gold downhill to [----]. But have a look at the last $VIX +181% run: $JPY +5% $NVDA -13% $QQQ -6% $XAU -4%. Yup. Gold was down during the max pain. 🤨 Thanks to Quant monkeys now: Gold behaves = $NVDA"  
[X Link](https://x.com/anyuser/status/1824837255493456183)  2024-08-17T15:54Z [----] followers, [----] engagements


"How much did Gold protect from $NVDA plunge yesterday . Nothing. 🤔 While Long Duration Bonds $TLT & the Japanese Yen $JPY didn't disappoint. 😏 @TOzgokmen You are free to not believe me of course I could be wrong in calling Gold downhill to [----]. But have a look at the last $VIX +181% run: $JPY +5% $NVDA -13% $QQQ -6% $XAU -4%. Yup. Gold was down during the max pain. 🤨 Thanks to Quant monkeys now: Gold behaves = $NVDA https://t.co/SxUiN69b45 You are free to not believe me of course I could be wrong in calling Gold downhill to [----]. But have a look at the last $VIX +181% run: $JPY +5% $NVDA"  
[X Link](https://x.com/anyuser/status/1831221717756244335)  2024-09-04T06:44Z [----] followers, [---] engagements


"#QE is NOT magic. It didn't prevent the fall of Roman Empire. And the Japanese Equity Index is still below its price of [----]. Yup if you buy $SPX or Nasdaq today you could still be underwater for the next [--] years 🥶🥶🥶 #deflation is NOT good for #stocks @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1831705810042224697)  2024-09-05T14:47Z [----] followers, [----] engagements


"Today the last Dems' BLS #payrolls will be smashing good. Then BLS will transfer the negative revisions straight into december the 1st Trump's payrolls which will show the 1st negative number. MSM then will title: "US in recession after drop in confidence because of Trump's win""  
[X Link](https://x.com/anyuser/status/1852317168660066526)  2024-11-01T11:50Z [----] followers, [---] engagements


"BLS final gift to Dems: +368k totally fake payrolls added The most cooked number of [----] True number: [--] minus [---] = -356k (lost jobs) Do you think BLS will add +368k even after Trump's win @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1852335564759912953)  2024-11-01T13:03Z [----] followers, [----] engagements


"Why it will be worse than [----] Because retails are ALL IN stocks Median US household increased allocation to stocks to the highest ever. No diversification. +40% increase since February. (Umich data) Imagine the wealth destruction & #deflation which will follow. @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1853022825931538448)  2024-11-03T10:34Z [----] followers, [----] engagements


"It can't be a coincidence this timeline With Trump as new President $SMCI 3rd biggest $NVDA customer is going to disappear The Derivatives Castle to collapse with median US Retail all in ready to be zeroed. Yup -90% like [----] MSM soon: "Trump = recession" @TOzgokmen"  
[X Link](https://x.com/Scorpio_Alejand/status/1853505535888245242)  2024-11-04T18:32Z [----] followers, [----] engagements


"@Attila__H @TOzgokmen July [--] Trump assassination attempt. Failed plus Trump gaining approval a nightmare for Dems So they changed tactics: strategy became to lose deliberately with Kamala and then destroy Trump with his battlehorses: raging #unemployment and a [----] on stocks"  
[X Link](https://x.com/Scorpio_Alejand/status/1853538393302720640)  2024-11-04T20:42Z [----] followers, [----] engagements


"I'm not surprised at all. Dems wanted deliberately to lose and let Trump win in order to eliminate him not physically but by linking him with the #recession BLS is ready to push the R button. Stocks will collapse. Households will lost everything savings & Jobs. @TOzgokmen @Attila__H @TOzgokmen July [--] Trump assassination attempt. Failed plus Trump gaining approval a nightmare for Dems So they changed tactics: strategy became to lose deliberately with Kamala and then destroy Trump with his battlehorses: raging #unemployment and a [----] on stocks @Attila__H @TOzgokmen July [--] Trump assassination"  
[X Link](https://x.com/anyuser/status/1854074768422506616)  2024-11-06T08:14Z [----] followers, [----] engagements


"A -90% #Bitcoin collapse Is more likely than ever A small fraction (4%) of all #Bitcoin holders requesting a withdrawal in the same day will be more than enough to trigger a kind of #bankrun It's the perfect #Ponzi 🤦🏻♂ Madoff compared was an amateur. $MSTR @TOzgokmen"  
[X Link](https://x.com/Scorpio_Alejand/status/1859512078182097355)  2024-11-21T08:20Z [----] followers, [----] engagements


"@BP_Rising https://x.com/Scorpio_Alejand/status/1859512078182097355s=19 A -90% #Bitcoin collapse Is more likely than ever A small fraction (4%) of all #Bitcoin holders requesting a withdrawal in the same day will be more than enough to trigger a kind of #bankrun It's the perfect #Ponzi 🤦🏻♂ Madoff compared was an amateur. $MSTR @TOzgokmen https://t.co/avaruNBpYF https://x.com/Scorpio_Alejand/status/1859512078182097355s=19 A -90% #Bitcoin collapse Is more likely than ever A small fraction (4%) of all #Bitcoin holders requesting a withdrawal in the same day will be more than enough to trigger"  
[X Link](https://x.com/Scorpio_Alejand/status/1860033443415146678)  2024-11-22T18:51Z [----] followers, [--] engagements


"4.50❗ $TLT People will soon have to think about the power of locking in a 4.50% return for [--] years without worrying about anything. Dow Jones price September 1929: [---] Dow Jones price July 1985: [----] It took [--] years to rebuild an annualized return of 4.50% @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1864701011857698899)  2024-12-05T15:59Z [----] followers, [----] engagements


"1/ I was only early with my EOY [----] targets. NOT wrong. Fed & other CBs of the Dem Globalist Kraken chose the road to Economic suicide by not slashing rates back to zero in [----]. #recession worsened hidden by BLS & EUROSTAT with fake GDPs & payrolls. https://x.com/Scorpio_Alejand/status/1787869852947865755s=19 My MacroMicro Economic VIM Index of America today has reached a lower value than during the climax of 2008-2009 Great Financial Crisis. 👀 As you can see #recession started in the midst of [----] and only worsened. Storm is coming for $SPX ☔ https://t.co/oeTMyFp1Wy"  
[X Link](https://x.com/Scorpio_Alejand/status/1874102046607245317)  2024-12-31T14:35Z [----] followers, 12.8K engagements


"Happy [----]. This year the amount of Corporate Debt set to be refinanced at +500 bps higher is 3x the amount of [----]. Lags of Monetary Tightening finally are here. @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1876264293592895611)  2025-01-06T13:47Z [----] followers, [----] engagements


"8T$ Liquidity disappeared. WS engineered other tricks: [--] Sell bonds to buy stocks [--] Sell [---] stocks to make Mag7 of $SPX [--] options instead of cash ( $SPX volumes are options driven now) [--] Japanese Yen $JPY Carry Trade [----] are reversing all together. Enjoy. 🐻❄🐻❄🐻❄ Money in YoY is leading us astray. DrawDown is the right way. Major [--] CBs removed record 8T$ from Global Liquidity from Dec-2021 to Dec-2024 A kind of Monetary Tightening never tried before. It will have a cost: Great Global Depression for next [--] generations. @TOzgokmen https://t.co/v5RDub96VI Money in YoY is leading us astray."  
[X Link](https://x.com/anyuser/status/1886049245247012907)  2025-02-02T13:49Z [----] followers, [----] engagements


"Wow. Just discovered why Gold Adj Beta to $SPX is back at +0.6 (i.e. Gold up with stocks up & down with stocks down) Gold Carrytrade is now another source of liquidity. Buy spot (or 1st) & sell the 6th = +5.2% ann. which is used to fund $SPX call options 🤯 @TOzgokmen 8T$ Liquidity disappeared. WS engineered other tricks: [--] Sell bonds to buy stocks [--] Sell [---] stocks to make Mag7 of $SPX [--] options instead of cash ( $SPX volumes are options driven now) [--] Japanese Yen $JPY Carry Trade [----] are reversing all together. Enjoy. 🐻❄🐻❄🐻❄ 8T$ Liquidity disappeared. WS engineered other tricks: [--] Sell"  
[X Link](https://x.com/Scorpio_Alejand/status/1892193716376330504)  2025-02-19T12:45Z [----] followers, [----] engagements


"Olive oil crashed -60% in few months. I don't understand why there were thousands screaming inflation everyday in total hysteria when it was rising in 2023-24. But NO ONE told us when it crashed -60% 🤔 @TOzgokmen"  
[X Link](https://x.com/Scorpio_Alejand/status/1893750605782393274)  2025-02-23T19:51Z [----] followers, [----] engagements


"Things are quite simple. Trump wants a Recession now to say it's Biden's Recession. But NBER doesn't certificate Official Recession before $SPX reaching at least -35% Drawdown. So there's only [--] way for Trump to have Recession: Push $SPX down till [----] @TOzgokmen"  
[X Link](https://x.com/Scorpio_Alejand/status/1899473536013492541)  2025-03-11T14:52Z [----] followers, [----] engagements


"My [--] years old #W210 E [---] T 4MATIC did a bit more than [---]. Today at [------] Kms and still runs smoothly with her gorgeous petrol V8. Without any stupid & polluting battery 🚫🔋 [---] mile range: https://t.co/e2uoRjfgjs [---] mile range: https://t.co/e2uoRjfgjs"  
[X Link](https://x.com/Scorpio_Alejand/status/1900931428314927273)  2025-03-15T15:25Z [----] followers, [----] engagements


"Tariffs on pharmaceuticals are even most interesting than cars imho. Who will be hit the hardest Yup. The Magic Defense spending Growth of Germany & Eurozone. ECB rates 0% $EURUSD [--] @TOzgokmen 🔴 Trump: Going to be doing tariffs on pharmaceuticals. 🔴 Trump: Going to be doing tariffs on pharmaceuticals"  
[X Link](https://x.com/Scorpio_Alejand/status/1905024211455754318)  2025-03-26T22:29Z [----] followers, 12.6K engagements


"Gold Fair Value is headed to 1706$/oz according to my Quantamental Model. I never speak without the support of data. Hope is NOT a Strategy for me. And for you Very good questions 👏🏻👏🏻👏🏻👏🏻 To answer we have to start from [----] the accurate moment in which Government Bonds were declassified as =SHIT from the 99.7% of the Global Financial Community. The year of QT Quantitative Tightening from Major Central Banks & RU assets seizure ➡ Very good questions 👏🏻👏🏻👏🏻👏🏻 To answer we have to start from [----] the accurate moment in which Government Bonds were declassified as =SHIT from the"  
[X Link](https://x.com/Scorpio_Alejand/status/1912248234749104140)  2025-04-15T20:54Z [----] followers, [----] engagements


"WTO slash its estimate for Global Trade Growth by more than [--] percentage points (-3.2%). This means #Deflation with CPI below 0% both in US & Europe. Especially Eurozone given the $EUR FX Trade Weighted @ ATH. I wonder for how long we can still find UST 30y @ 5% Yield 🤔 #deflation #fed #ratecuts #QE #stocks https://t.co/N1qkJUDvDZ #deflation #fed #ratecuts #QE #stocks https://t.co/N1qkJUDvDZ"  
[X Link](https://x.com/anyuser/status/1913191626970644561)  2025-04-18T11:23Z [----] followers, [----] engagements


"I remember so well my 1st oz of Gold bought in [----] @ [----] I was young & nave. There was lot of uncertainty and lot of "Gold will go vertical news. Gold collapsed -50%. I had to wait [--] years for sell 2k making only a 1.90% annualized. WITHOUT coupons to wait happier. 🤨🤨🤨 Gold Fair Value is headed to 1706$/oz according to my Quantamental Model. I never speak without the support of data. Hope is NOT a Strategy for me. And for you https://t.co/RdB14Jpa3Z Gold Fair Value is headed to 1706$/oz according to my Quantamental Model. I never speak without the support of data. Hope is NOT a Strategy"  
[X Link](https://x.com/Scorpio_Alejand/status/1914075300692168892)  2025-04-20T21:54Z [----] followers, [----] engagements


"I learned a lot from my mistake in 2012: [--]. Gold has its Drawdown and can HALVE in Price quickly; [--]. Breakout theories are USELESS; [--]. I fully stopped using Technicals; [--]. I started focusing on Fundamentals Analysis only developing my own view without trusting Investment Banks I remember so well my 1st oz of Gold bought in [----] @ [----] I was young & nave. There was lot of uncertainty and lot of "Gold will go vertical news. Gold collapsed -50%. I had to wait [--] years for sell 2k making only a 1.90% annualized. WITHOUT coupons to wait happier. 🤨🤨🤨 I remember so well my 1st oz of Gold bought in"  
[X Link](https://x.com/Scorpio_Alejand/status/1915105330360639762)  2025-04-23T18:07Z [----] followers, [---] engagements


"People are WRONG believing QE is good for stocks. People are NOT ready for the Great Global Depression Deflation which will last for the next [--] Decades. Japan 1989-2016: stocks -50% Gov Bonds +460% BTD Buy The Duration"  
[X Link](https://x.com/anyuser/status/1916904979677303023)  2025-04-28T17:18Z [----] followers, 12.4K engagements


"The Deflation as a Weapon Strategy is starting to hit the EU  But NO ONE wants to buy a [---] years Government Bond with a Simple Yield of 5% guaranteed by the German State of North Rhine Westphalia or the (NEUTRAL in case of War) Republic of Austria. 🤦🏻♂🤦🏻♂🤦🏻♂ @TOzgokmen @TOzgokmen Now as a rule of thumb each 10% permanent effective exchange rate appreciation lowers inflation by around [--] to [--] basis points M. Draghi March [----] Just before introducing Negative Interest Rates https://t.co/12Y81iiiHy @TOzgokmen Now as a rule of thumb each 10% permanent effective exchange rate appreciation"  
[X Link](https://x.com/Scorpio_Alejand/status/1922989868377841924)  2025-05-15T12:18Z [----] followers, [----] engagements


"And here we go with Eurozone entering Deep Deflation. PS. Still NO ONE is ready for ECB @ NIRP again 🤭 The Deflation as a Weapon Strategy is starting to hit the EU  But NO ONE wants to buy a [---] years Government Bond with a Simple Yield of 5% guaranteed by the German State of North Rhine Westphalia or the (NEUTRAL in case of War) Republic of Austria. 🤦🏻♂🤦🏻♂🤦🏻♂ @TOzgokmen https://t.co/HW3kstRcTb The Deflation as a Weapon Strategy is starting to hit the EU  But NO ONE wants to buy a [---] years Government Bond with a Simple Yield of 5% guaranteed by the German State of North Rhine"  
[X Link](https://x.com/anyuser/status/1924742185393471946)  2025-05-20T08:21Z [----] followers, [----] engagements


"It's embarassing experts say inflation can come back any day now WITH OIL RUNNING @ -30% YOY Inflation has been dropping for the past [--] years but "it can come back any day now". Experts agree 100% 👌🎯 ps: They have been wrong on inflation since [----] ❌ https://t.co/v60VHW9B3X Inflation has been dropping for the past [--] years but "it can come back any day now". Experts agree 100% 👌🎯 ps: They have been wrong on inflation since [----] ❌ https://t.co/v60VHW9B3X"  
[X Link](https://x.com/anyuser/status/1926593911876694342)  2025-05-25T10:59Z [----] followers, [----] engagements


"My thesis: EU China and US are synchronizing into Deflation. We already know the future because Births produce effects on Economy with a 15-30 years lag. Deep Negative Interest Rates are coming ranging from [----] to [----] bps. in EU. in US. in China. @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1928792272063078600)  2025-05-31T12:34Z [----] followers, 58.6K engagements


"Less babies = Less future demand of Energy Goods and Services. There will be more people dying than born. Less demand even for Doctors and nurses as the aging population becomes the dying population. Less companies revenue. Stocks will go down. Deflation"  
[X Link](https://x.com/anyuser/status/1928797955269574822)  2025-05-31T12:57Z [----] followers, [----] engagements


"I don't want to spoil the end of Inflation dreams. But even India Pakistan Nigeria DR Congo and Ethiopia can't save stuck together into Deflation. Births are falling even there"  
[X Link](https://x.com/anyuser/status/1928808147113717941)  2025-05-31T13:37Z [----] followers, [----] engagements


"592k fake payrolls added from BLS in April & May. So the Banks Kraken can suck Main Street Blood for another more month BLS ls a lying institution for the Empire of Lies. To me this graph tells it all: Labor participation rate is lowest in [--] years. Peak USA was in year [----]. https://t.co/Q1tm1VUCmf BLS ls a lying institution for the Empire of Lies. To me this graph tells it all: Labor participation rate is lowest in [--] years. Peak USA was in year [----]. https://t.co/Q1tm1VUCmf"  
[X Link](https://x.com/anyuser/status/1930972998732800346)  2025-06-06T13:00Z [----] followers, [----] engagements


"Land prices in Tokyo are still of their all-time highs recorded [--] years ago. More Deaths than Births mean there is a Real Estate Supply Glut. China EU & US are synchronizing together into this Demographic Deflation. Extinctionary Economics @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1931332440447914450)  2025-06-07T12:48Z [----] followers, [----] engagements


"Shit happens when you don't have the BLS Birth Death Model to add fake payrolls Just a reminder Unemployment means Deflation. UK Edition: Wages cool UNEXPECTEDLY 🥶 @TOzgokmen 592k fake payrolls added from BLS in April & May. So the Banks Kraken can suck Main Street Blood for another more month https://t.co/K8bvbZQKmt 592k fake payrolls added from BLS in April & May. So the Banks Kraken can suck Main Street Blood for another more month https://t.co/K8bvbZQKmt"  
[X Link](https://x.com/anyuser/status/1932344050314608687)  2025-06-10T07:48Z [----] followers, [---] engagements


"Bankruptcies are boiling up everywhere from US to Spain with Germany & France at their all time highs. Italy Bankruptcies +112% YoY. No mention of this by MSM. I wonder WHY. @TOzgokmen"  
[X Link](https://x.com/Scorpio_Alejand/status/1933195520035766409)  2025-06-12T16:11Z [----] followers, [----] engagements


"While everyone is distracted and excited about bombs & missiles. [--] Central Banks bombs have gone unnoticed in the last [--] hours: [--]. SLR lowered [--]. SNB officially re introduced Negative Interest Rates on Banks Excess Reserve NIRP was a mistake from the past I was told. My thesis: EU China and US are synchronizing into Deflation. We already know the future because Births produce effects on Economy with a 15-30 years lag. Deep Negative Interest Rates are coming ranging from [----] to [----] bps. in EU. in US. in China. @TOzgokmen https://t.co/N3TZUZKUko My thesis: EU China and US are synchronizing"  
[X Link](https://x.com/Scorpio_Alejand/status/1935659171812131315)  2025-06-19T11:21Z [----] followers, [----] engagements


"@PeterBerezinBCA US is in a hidden recession since 2022:"  
[X Link](https://x.com/Scorpio_Alejand/status/1939937903460630779)  2025-07-01T06:43Z [----] followers, [---] engagements


"3/5 In M2 we have MMFs which are accepted as margin collateral. As we know short T Bills are collateral with [--] haircut. That's why investors sold longer USTs To get MMFs and amplify the LEVERAGE NO Money is created for Loans to Main Street Economy But technically you see a positive M2 leading you astray"  
[X Link](https://x.com/anyuser/status/1943646076721873249)  2025-07-11T12:18Z [----] followers, [----] engagements


"The few times media talk about ageing population the message is: scarcity of workers Inflation But. Do you think is a coincidence that the Countries with oldest median age are the same where Youth Unemployment increases the most No it's not random. Media & Economists should shout loudly: Ageing population means demand destruction plus widespread Unemployment: Deflation @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1944731137445966217)  2025-07-14T12:10Z [----] followers, [----] engagements


"It's THE GAME CHANGER. Bessent is bending the deficit curve but everyone is sleeping At least $210B Tariffs receipts are coming through the end of September meaning that Deficit for FY [----] will come at $1100B. The LOWEST of last [--] years lower than [----] when US Main Street Recession started. @TOzgokmen was the earliest one calling for this 👏🏻👏🏻👏🏻👏🏻 Old slide of mine on why US GDP cannot grow without deficit spending increase: https://t.co/WjArM0BPXR Old slide of mine on why US GDP cannot grow without deficit spending increase: https://t.co/WjArM0BPXR"  
[X Link](https://x.com/anyuser/status/1946277317094904170)  2025-07-18T18:34Z [----] followers, 21K engagements


"Tariffs = DEFLATION It's a Regime Change Federal Reserve & ECB which are losing time and find excuses instead of cutting rates are criminals. Data (even cooked upwards by BLS & Eurostat) are self speaking Since the advent of Tariffs: CPI annualized in US & Germany HALVED  [---] [---] [---] [---] In Italy collapsed [---] [---] In PPI terms we are in full Deflation NEGATIVE everywhere: [---] [----] [---] [----] [---] [-----] @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1946587506507469018)  2025-07-19T15:06Z [----] followers, [----] engagements


"My opinion is that Debt based system won't collapse. Negative Interest Rates are designed purposely to freeze the system just 1" before any collapse. Through Negative Interest Rates the Debt based system Life can be extended to + Greedy Banks Kraken will choose NIRP agreeing it's better to avert Loan provisions Capital losses and their own Bankruptcy. Their earnings will suffer but won't be zero they can apply Negative Interest Rates even to their Corporate clients bank account they will still apply spread to risky Loans (a +400 bps spread can offset a -4% Central Bank rate). That's why 30y"  
[X Link](https://x.com/anyuser/status/1947268291497427078)  2025-07-21T12:11Z [----] followers, [----] engagements


"A Triple Deflation Tsunami is hitting Eurozone starting in August. Trade + Exchange Rate + China. But Top Economists & Experts are still estimating negligible impacts on Growth & Inflation. I'm glad to see the old 0.3pp has now been upgraded to a full [---] bps 😅 And they start recognize [---] bps impact to Inflation because of China forced export to EU. Well. They are slow but at least they are moving towards the right direction. The NEGATIVE one. I'm so tired of their zero.points 🥶🥶🥶 @TOzgokmen The ECB will argue that the US trade deal reduces uncertainty but a tariff shock is still coming."  
[X Link](https://x.com/anyuser/status/1950604669484450127)  2025-07-30T17:09Z [----] followers, [----] engagements


"Once cleaned from BLS Birth Death Model we realize US is destroying jobs at a monthly pace of 200k Yup. Jerome is too late. Retail investors anyway are NOT too late to stop gambling with stocks & Bitcoin. If 200k jobs are lost every month there's no way $SPX earnings can hold. If 200k Jobs are lost every month it means Pension Funds 401k will have LESS Money to spend to buy stocks with LEVERAGE. Beware of [---] $VIX @TOzgokmen"  
[X Link](https://x.com/anyuser/status/1951267779690004986)  2025-08-01T13:04Z [----] followers, [----] engagements


"Who is ready for another $VIX +181% in just one day 🙋🏻♂ It was exactly [--] year ago: August 5th of [----] It was only the appetizer as in a 40x Leveraged World we can easily have [--] days in a row of +181% $VIX 🥶🥶🥶 Take note there were only [--] assets protecting you in that environment: [--]. Long Dated AAA Rated Government Bonds [--]. Japanese Yen $JPY Spoiler: [---] $VIX will come I am very curious about what happens next week In a stock market leveraged by 40x (30x) -2.5% (-3.3%) drop will trigger margin calls. Obviously a lot of margin borrowing occurred to pull markets up from April lows. During"  
[X Link](https://x.com/anyuser/status/1951781846007558320)  2025-08-02T23:07Z [----] followers, [----] engagements


"Tariffs are totally downplayed. Moreover the Financial Community puts faith into QE. They think if Tariffs with a [--]. zeropoint % odd cause a recession there won't be any issue because QE works instantly fixing everything including falling Births. 🤡🤡🤡 They don't even know the meaning of the double Ds: Depression Deflation. They think it's impossible to repeat a [----]. Economists PhDs Mathematics and Physics imposteur working in Finance are all useless. We need Historians as Economics is a social subject NOT a scientific one I'm saying that as a Macro Quant Strategist just to stress how is"  
[X Link](https://x.com/Scorpio_Alejand/status/1952736891100369114)  2025-08-05T14:22Z [----] followers, [----] engagements


"Who holds [---] years AAA rated Government Bond today NOT Institutional Investors. Funds exited en masse in 2022-2023. NOT Banks Pension Funds and Insurances despite would be able to fix all their profitability issues buying a 5% for [---] years. Banks are NOT allowed by ECB-EBA to put these 100y into Banking Books (max 20y or 30y maturity based on jurisdictions). Pension Funds & Insurances sold their last pieces in March [----] because their smart Risk Managers decided is prudent NOT valuing these AAA 100y Bonds at Hold Till Maturity amortized cost but apply the 5y VaR approach. 🤡🤡🤡 Please note"  
[X Link](https://x.com/Scorpio_Alejand/status/1953432989393703318)  2025-08-07T12:28Z [----] followers, [----] engagements


"M2 bullshits disproved: M2 in last years became LEVERAGE and nothing more. 1st: Margin Debt goes up. It means MORE LEVERAGE. 2nd: Need for collateral in the following [---] days. Hence gamblers buy more T Bills and MMFs to post as margin. M2 is formed by T Bills and MMFs so M2 goes up. The charlatans at this point fuel the Ponzi luring Xtards to buy $QQQ stocks Bitcoin and Gold because M2 is going up 🤡🤡🤡 Do you think that more Leverage i.e. more people BUYING with MONEY that they do NOT HAVE is bullish for stocks Bitcoin and Gold Please unfollow every charlatan who promotes gambling because"  
[X Link](https://x.com/Scorpio_Alejand/status/1954175912557060444)  2025-08-09T13:40Z [----] followers, 35.6K engagements


"Please sell your $QQQ shares while you still can. Forget M2. 1st: Margin Debt used to buy $QQQ stocks goes up 2nd: Need for collateral in the following [---] days. Hence gamblers buy more T Bills and MMFs to post as margin. M2 is formed by T Bills and MMFs so M2 goes up. The charlatans at this point fuel the Ponzi luring Xtards to buy $QQQ stocks because M2 is going up 🤡🤡🤡 Do you think that more Leverage i.e. more people BUYING with MONEY that they do NOT HAVE is bullish for stocks M2 bullshits disproved: M2 in last years became LEVERAGE and nothing more. 1st: Margin Debt goes up. It means"  
[X Link](https://x.com/anyuser/status/1954185778084331825)  2025-08-09T14:19Z [----] followers, [----] engagements


"Please sell your Gold while you still can. Forget M2. 1st: Margin Debt used to buy Gold (GC1 Carry Trade) goes up 2nd: Need for collateral in the following [---] days. Hence gamblers buy more T Bills and MMFs to post as margin. M2 is formed by T Bills and MMFs so M2 goes up. Gold Gurus at this point lure people to the Gold Ponzi because with M2 going up Gold can only go up - never sell your Gold 🤡🤡🤡 Do you think that more Leverage i.e. more people BUYING with MONEY that they do NOT HAVE is bullish for Gold M2 bullshits disproved: M2 in last years became LEVERAGE and nothing more. 1st: Margin"  
[X Link](https://x.com/anyuser/status/1954259989360746906)  2025-08-09T19:14Z [----] followers, [----] engagements


"What I'm expecting from this nomination E.J. Antoni after some audits will unexpectedly find that Recession started in July [----] and the BLS hided it. Then he will reveal us there was [--] Million Jobs lost after the audit blaming the Dems. @TOzgokmen TRUMP ADMINISTRATION OFFICIALS LOOKING AT E.J. ANTONI CHIEF ECONOMIST AT HERITAGE FOUNDATION AMONG OTHERS TO LEAD BUREAU OF LABOR STATISTICS - WSJ TRUMP ADMINISTRATION OFFICIALS LOOKING AT E.J. ANTONI CHIEF ECONOMIST AT HERITAGE FOUNDATION AMONG OTHERS TO LEAD BUREAU OF LABOR STATISTICS - WSJ"  
[X Link](https://x.com/anyuser/status/1954898327918756198)  2025-08-11T13:30Z [----] followers, [----] engagements


"Yup. It's a pure Mafia this new Tariffs World. But people still have NOT figured out who is the Boss eating the racketed Money: the US Long Dated Treasuries and the Dollar. Ironically the [--] most shorted assets now. 🤣🤣🤣 Everything is possible right now as Tariffs Mafia seize Private Companies Revenue. Even a US Budget Surplus in FY [----] @TOzgokmen The relationship between US Long Term Rates expectations and Gold started reversing from [----] and now it's at an extreme: $XAU Gold rises the more Rates expectations rise (i.e. the more U$T Price falls). The Greenback $USD & USTs are Gold's"  
[X Link](https://x.com/Scorpio_Alejand/status/1954904773330882820)  2025-08-11T13:56Z [----] followers, [----] engagements


"I tell you what happens when the Government SEIZES Private Companies Revenue as occurred today to $NVDA & $AMD Do you remember when Chinese stocks were named uninvestable because of the Government crackdown on Internet stocks profitability Do you remember when Money rushed to Chinese Government Bonds because a safer alternative to volatile stocks Well. ☺ @TOzgokmen Yup. It's a pure Mafia this new Tariffs World. But people still have NOT figured out who is the Boss eating the racketed Money: the US Long Dated Treasuries and the Dollar. Ironically the [--] most shorted assets now. 🤣🤣🤣"  
[X Link](https://x.com/anyuser/status/1954920749199716478)  2025-08-11T15:00Z [----] followers, [----] engagements


"Today's stupid bullishness about rate cuts will end in tears. This Government is doing revenue seizure from blue chips companies stopping jobs data publication if too negative. The same reasons why Chinese stocks become uninvestable and Long Dated Chinese Government Bonds Interest Rates reached record lows. @TOzgokmen I tell you what happens when the Government SEIZES Private Companies Revenue as occurred today to $NVDA & $AMD Do you remember when Chinese stocks were named uninvestable because of the Government crackdown on Internet stocks profitability Do you remember when Money rushed"  
[X Link](https://x.com/anyuser/status/1955366575357448341)  2025-08-12T20:31Z [----] followers, [----] engagements


"August. [--] months after the new Tariffs World began. Finally Deflation signs start appearing into my Inflation Impulse Model which I developed with Global Trade items weights. There were [--] noises fake inflation effects: [--]. Tariffs frontrunning in February & March where US imported up to [--] years needs in term of warehouse stocks (abnormal volumes) [--]. The Oil speculative spike orchestred by the Banks kraken in June via IL-IR bombs to fuel inflation & H4L expectations among the Financial Community. Now both [--] & [--] noises disappeared and we can start fully appreciating the Deflation dynamics of"  
[X Link](https://x.com/anyuser/status/1956052096803099018)  2025-08-14T17:55Z [----] followers, [----] engagements


"A random stupid trigger is more than enough for a stocks collapse a l Nikkei-1989. A 40x Leveraged Castle collapses very fast. See $VIX +181% in just 1d. 2x of [---] bps Emergency rate cuts will set Fed Rates at 0%. Then will come the DD. Depression Deflation or DOWNSIZING DOWNSIDE. 🥶🥶🥶 Tons of Bankruptcies are hidden in Banks balance sheets waiting for emerge from nothing. Tons of Unemployment is hidden in BLS & EUROSTAT xls spreadsheets waiting for emerge from nothing. Tariffs and their frontrunning (up to [--] years of inventories GLUT) won't make possible any Global Trade Recovery. Central"  
[X Link](https://x.com/anyuser/status/1961149937158426785)  2025-08-28T19:32Z [----] followers, [----] engagements


"As humans we deserve to go extinct (as it's happening btw). Seriously. If you post everyday about inflation out of control humans love you you get over [--] MILLION followers selling them subscriptions etc. Olive oil Price UP since [----] gets [----] likes Olive oil Price DOWN below [--] years ago levels gets [--] likes. 🙃 Change In Price Since [----] by Food Item: [--]. Cocoa: +345% [--]. Orange Juice: +260% [--]. Olive Oil: +219% [--]. Sugar: +120% [--]. Fruit Snacks: +77% [--]. Cooking Oil: +54% [--]. Chocolate Bars: +52% [--]. Apple sauce: +51% [--]. Beef: +51% [--]. Mayonnaise: +50% [--]. Loaf of Bread: +42% [--]. Eggs: +40% Change"  
[X Link](https://x.com/Scorpio_Alejand/status/1965483642857324747)  2025-09-09T18:33Z [----] followers, [----] engagements


"My Inflation Impulse Index (Global Trade based) is showing a worsening of the Deflation Impulse from a month ago. -2.1% I got the Deflation Impulse better and earlier than 32/32 Economists of the Bloomberg PPI Survey last month ✌🏼😎 [----] Unexpectedly drop I don't know in which World the Economists forecasting that +0.3 MoM are living. My Inflation Impulse Index got the NEGATIVE sign already [--] month ago https://t.co/MsWsQJI56n [----] Unexpectedly drop I don't know in which World the Economists forecasting that +0.3 MoM are living. My Inflation Impulse Index got the NEGATIVE sign already [--] month"  
[X Link](https://x.com/anyuser/status/1966109807389151296)  2025-09-11T12:01Z [----] followers, 10.6K engagements


"We hear about stocks Bubble or Bitcoin Bubble more or less everyday however there's a third missing: Gold Bubble Glad today to see the Bloomberg Research Gold Fundamental Model showing the same overvaluation of mine. ☺ Fundamentals always triumph over frothiness in the long run Gold Fair Value is headed to 1706$/oz according to my Quantamental Model. I never speak without the support of data. Hope is NOT a Strategy for me. And for you https://t.co/RdB14Jpa3Z Gold Fair Value is headed to 1706$/oz according to my Quantamental Model. I never speak without the support of data. Hope is NOT a"  
[X Link](https://x.com/anyuser/status/1966193998592180485)  2025-09-11T17:35Z [----] followers, [----] engagements


"Investing Long Term It's NOT allowed here on X. You have to gamble and celebrate new ATHs every +$1 up. I'm mocked and insulted +/- everyday because I'm Short Gold obfuscating their Bubbledream of +/oz Price. But I don't care at all. Btw. It seems that Gold demand suffered A LOT during Japanese 1989-2016 falling Demographics 👀 But who cares keep following M2. Not bullish for housing at all. Im speaking long term not today calm down. Not bullish for housing at all. Im speaking long term not today calm down"  
[X Link](https://x.com/anyuser/status/1966552450510250418)  2025-09-12T17:20Z [----] followers, [----] engagements


"Deflation is: when you wait instead of buying because the next months Price will be cheaper. Good evening from Italy it's [--] PM here in one of the biggest shopping center in Milan the most expensive italian city only [--] hours left until this week promotion ends if you want to buy Extra Virgin Olive Oil discounted -65% below 4/Lt. But sales unexpectedly were a disaster. Piles of pallets left unsold. Despite every Italian and his mother were complaining about Olive Oil inflation since [----] now they can have their revenge the long awaited buying opportunity at a bargain Price LOWER THAN [--] YEARS"  
[X Link](https://x.com/anyuser/status/1967254960392855843)  2025-09-14T15:51Z [----] followers, [----] engagements


"Central Banks have historically bought Gold at highs and SOLD AT LOWS. Memories of 1997: Central Bankers sell record Gold amount at lowest price of last [--] years. They can do better financially by selling Gold and investing in Gov Bonds Yup Gov Bonds now have the highest yield since [--] years ago and are paid $100 at maturity. While at the highest Price you buy Gold the lowest will be its long term appreciation with ZERO cash inflows to sweeten your waiting because Gold has NO maturity paid [---]. Please try another argument rather than Central Banks are buying record amount of Gold to convince"  
[X Link](https://x.com/Scorpio_Alejand/status/1967853862058176577)  2025-09-16T07:31Z [----] followers, [----] engagements


"I strongly believe $SPX can crater BELOW [----]. -60% from now. It's just what [--] years history about the Conference Board is telling us @TOzgokmen A random stupid trigger is more than enough for a stocks collapse a l Nikkei-1989. A 40x Leveraged Castle collapses very fast. See $VIX +181% in just 1d. 2x of [---] bps Emergency rate cuts will set Fed Rates at 0%. Then will come the DD. Depression Deflation or DOWNSIZING https://t.co/GvfKX7zG2P @TOzgokmen A random stupid trigger is more than enough for a stocks collapse a l Nikkei-1989. A 40x Leveraged Castle collapses very fast. See $VIX +181% in"  
[X Link](https://x.com/anyuser/status/1968731392839135265)  2025-09-18T17:38Z [----] followers, 11.3K engagements


"Gold went up because $SPX went up. End. During last [---] days if you are able to look at the Moon instead of at the finger you can figure out that Long Term Rates Expectations and Inflation Expectations changes are [--]. I remind you that Gold needs both increasing in order to go up. Trade & Policy Uncertainty has decayed to the LOWEST since 1y ago. Gold should have suffered. But Gold instead surged because US Equity Market Cap surged too Leveraged accounts bought the Bundle of stocks+Bitcoin+Gold believing to be fully hedged by Gold in case stocks and/or Bitcoin drop. Good luck to them. In a"  
[X Link](https://x.com/Scorpio_Alejand/status/1970565853809639485)  2025-09-23T19:08Z [----] followers, [----] engagements


"Global Trade is shifting from the Tariffs Frontrunning Phase into the China Deflation-as-a-Weapon Diverting Phase. US Imports collapsed but you can't notice because the Total of Imports (Top [--] World Countries) increased during the Summer. How China is diverting their Exports from US to Europe forcing the sales by slashing Prices (as my Inflation Impulse Index is detecting). Every Eurozone Country is importing abnormal high volumes of cheaper and cheaper Chinese Goods. This will cause a massive Euro Deflation Tsunami with a spike of Euro Bankruptcies as Euro producers can't compete against"  
[X Link](https://x.com/anyuser/status/1971186484066574529)  2025-09-25T12:14Z [----] followers, 40.5K engagements


"I hate wasting time in daily mkt moves comments but if you are wondering why the Bundle of stocks+BTC+Gold today is NOT flying as usual the Yield Curve has the answer for you: Flattening With 30y as the best bucket of the whole curve This is a headache for Leveraged accounts Margin Called and forced to unwind their Steepening Carry Trade which today can't provide them the usual cash to buy call options on stocks Bitcoin and Gold Good luck to them in coming months. Margin calls on the Steepening Carry Trade will go parabolic Because of Long Dated Bonds Convexity. Even if played ISO-duration"  
[X Link](https://x.com/Scorpio_Alejand/status/1971296937153359948)  2025-09-25T19:33Z [----] followers, [----] engagements


"Why the new China Deflation-as-a-Weapon Diverting Phase will lift up the Dollar and depress Gold Look beyond record Chinese sales. The answer is in Profits. And now Chinese are selling at LOSS because they are slashing prices as you know if you are following my Global Trade based Inflation Impulse Index During the Frontrunning phase of Q1 [----] Chinese got plenty of Dollar Profits to sell after paying their maturing $Debt. Now Chinese don't have neither Profits nor Dollars in their pockets. They have Losses and Euros given they are diverting Export to Europe But $Debt keeps maturing so they"  
[X Link](https://x.com/anyuser/status/1971480772805611653)  2025-09-26T07:43Z [----] followers, 15.4K engagements


"My Investment case could look extreme but in reality is quite simple especially after its payoff is visualized as in the chart below. I'm increasing every month my huge position of [---] years AAA rated Government Bond issued by the wealthiest (and the Westernmost in case of invasion from the East ) State of Germany while waiting for the unavoidable Great Global Depression Deflation triggered by a Speculative Bubble Burst a l [----] coupled with Demographics induced Economic Extinction. I don't short Equity (albeit I'm sure there will be a -60% crash) because I would have to pay & roll put"  
[X Link](https://x.com/anyuser/status/1971931455396651249)  2025-09-27T13:34Z [----] followers, 33.4K engagements


"Gold's Messiahs are telling us that China is buying all the Gold in the World via record Gold imports from HK. What they (purposely) forget to tell with their ballistic charts is to show us Chinese Gold imports from HK 🟪Purple bars Quantity PUT IN CONTEXT vs TOTAL China Gold imports 🟨Amber bars Quantity. As you can see Chinese Average Quantity of Monthly Total Gold Imports has DECREASED A LOT vs [----] peak: -33% It's the same about PBOC Central Bank Gold purchases: [----] ytd is just of [----] While US Gold ETFs just recorded their highest inflow ever. Basically this reinforces my thesis about"  
[X Link](https://x.com/Scorpio_Alejand/status/1972205884643197197)  2025-09-28T07:44Z [----] followers, [----] engagements


"Gold knows something when it's going up but when Gold is crashing NO ONE knows why it happened 🙃🙃🙃 I'm still calling for Gold collapse to $1706/oz Never sell your Gold It could be just a -60% from now. 🙃🙃🙃 Gold went up because $SPX went up. End. During last [---] days if you are able to look at the Moon instead of at the finger you can figure out that Long Term Rates Expectations and Inflation Expectations changes are [--]. I remind you that Gold needs both increasing in order to https://t.co/ykvpMV1VmJ Gold went up because $SPX went up. End. During last [---] days if you are able to look at"  
[X Link](https://x.com/Scorpio_Alejand/status/1972949489901252800)  2025-09-30T08:59Z [----] followers, [----] engagements


"I was right With the official PPI dataset for August just released this morning my forecast of a Triple Deflation Tsunami hitting Eurozone starting in August has been confirmed A Triple Deflation Tsunami is hitting Eurozone starting in August. Trade + Exchange Rate + China. But Top Economists & Experts are still estimating negligible impacts on Growth & Inflation. I'm glad to see the old 0.3pp has now been upgraded to a full [---] bps 😅 And they A Triple Deflation Tsunami is hitting Eurozone starting in August. Trade + Exchange Rate + China. But Top Economists & Experts are still estimating"  
[X Link](https://x.com/anyuser/status/1973078655598202930)  2025-09-30T17:33Z [----] followers, [----] engagements


"Don't worry Gold is safe and its Price healthy no Bubble signs. Despite it's just 12x Leveraged via call options on $GLD vs its 2007-2022 average volumes 🥶🥶🥶 now: Gold = $QQQ = BTC And keep trusting your favorite Gold's Messiahs telling it's China buying with their secret data because official ones showing less buying are not true. Fuck gullible people. You fully deserve another [--] years lost as in 1980-2007 🥳🥳🥳 Gold knows something when it's going up but when Gold is crashing NO ONE knows why it happened 🙃🙃🙃 I'm still calling for Gold collapse to $1706/oz Never sell your Gold It"  
[X Link](https://x.com/anyuser/status/1976296887138349278)  2025-10-09T14:41Z [----] followers, [----] engagements


"I'm deeply wondering which Asset the Leveraged accounts can sell tomorrow to pay their Margin calls. #Gold Don't worry Gold is safe and its Price healthy no Bubble signs. Despite it's just 12x Leveraged via call options on $GLD vs its 2007-2022 average volumes 🥶🥶🥶 now: Gold = $QQQ = BTC And keep trusting your favorite Gold's Messiahs telling it's China buying with their https://t.co/VuTLl9D5tX Don't worry Gold is safe and its Price healthy no Bubble signs. Despite it's just 12x Leveraged via call options on $GLD vs its 2007-2022 average volumes 🥶🥶🥶 now: Gold = $QQQ = BTC And keep"  
[X Link](https://x.com/anyuser/status/1977337474059039227)  2025-10-12T11:36Z [----] followers, [----] engagements


"NO I'm sorry. Central Banks are NOT actively buying Gold nor selling USTs as you may believe while reading hot Debasement bullshits. FYI Central Banks don't gamble on $GLD call options as the same Leveraged accounts buying stocks+BTC are instead doing. The chart of your favorite Gold Messiah Tavi Costa is misleading: It's simply the mark to market of the SAME VOLUME holdings of [----] where USTs % weight is down because coupons are NOT accounted and Price was around -20% since [----] while Gold % weight is up because Gold entered his worst Bubble ever Remember to thank your favorite Gold Messiahs"  
[X Link](https://x.com/anyuser/status/1979087141838672206)  2025-10-17T07:28Z [----] followers, [----] engagements


"Please have a look at the massive Debasement of Japan post [----]. BoJ & Government did [--] years of relentless Money printing via QE & Fiscal spending. Inflation has NEVER appeared. FIAT Long Dated Gov Bonds went up +450% Stocks remained at -50% for [--] years even accounting dividends. Gold & RE demand in Japan cratered. You will soon learn that QE & Fiscal spending CAN'T print Babies"  
[X Link](https://x.com/anyuser/status/1979558910458474779)  2025-10-18T14:43Z [----] followers, [----] engagements


"I have zero Gold knows something posts on my feed today. I'm wondering what's happened. Is my X broken Who can I ask. Artificial Intelligence or Human Greed Stupidity"  
[X Link](https://x.com/anyuser/status/1980679762969588153)  2025-10-21T16:57Z [----] followers, [---] engagements


"I'm just realizing that the news of the day went totally unnoticed on X today. It's happening exactly what I have been warning since this Summer. A Deflation Tsunami is hitting the Eurozone Global Trade is shifting from the Tariffs Frontrunning Phase into the China Deflation-as-a-Weapon Diverting Phase. US Imports collapsed but you can't notice because the Total of Imports (Top [--] World Countries) increased during the Summer. How China is diverting their https://t.co/KCHrOnirmT Global Trade is shifting from the Tariffs Frontrunning Phase into the China Deflation-as-a-Weapon Diverting Phase."  
[X Link](https://x.com/anyuser/status/1984385140601340201)  2025-10-31T22:21Z [----] followers, [----] engagements


"No one is caring. Anyway the Yield on the German [--] Month Bubill has sunk till 0.80% way below the ECB Target Rate and other $EUR AAA rated peer Bills. But they told me ECB Terminal Rate can't drop below 2% and that German Bonds are no more a Safe Haven. 🙃🙃🙃 I'm just realizing that the news of the day went totally unnoticed on X today. It's happening exactly what I have been warning since this Summer. A Deflation Tsunami is hitting the Eurozone https://t.co/W72sVVrCi5 I'm just realizing that the news of the day went totally unnoticed on X today. It's happening exactly what I have been"  
[X Link](https://x.com/anyuser/status/1984623135732482469)  2025-11-01T14:06Z [----] followers, [----] engagements


"I'm wondering if Bubill collateral squeeze and German Pfandbriefe Bank collapse are linked. Anyway PBB is just the more transparent among Euro Banks in recognizing NPLs in their Balance Sheet. Other Banks are just ignoring Bankruptcies at ATH and still well disguising losses in their Balance Sheets. No one is caring. Anyway the Yield on the German [--] Month Bubill has sunk till 0.80% way below the ECB Target Rate and other $EUR AAA rated peer Bills. But they told me ECB Terminal Rate can't drop below 2% and that German Bonds are no more a Safe Haven. 🙃🙃🙃 https://t.co/HTTan4VNww No one is"  
[X Link](https://x.com/Scorpio_Alejand/status/1985688272748585323)  2025-11-04T12:39Z [----] followers, [----] engagements


"Gold was supposed to hedge today with risky assets going down right Why Gold is NOT skyrocketing today I was told that Gold is the only store of Value available on Earth. Why Gold is instead plunging like stocks and Bitcoin Gold went up because $SPX went up. End. During last [---] days if you are able to look at the Moon instead of at the finger you can figure out that Long Term Rates Expectations and Inflation Expectations changes are [--]. I remind you that Gold needs both increasing in order to https://t.co/ykvpMV1VmJ Gold went up because $SPX went up. End. During last [---] days if you are able"  
[X Link](https://x.com/anyuser/status/1985778112517251153)  2025-11-04T18:36Z [----] followers, [----] engagements


"It NEVER happened outside of an Official NBER Recession I strongly believe $SPX can crater BELOW [----]. -60% from now. It's just what [--] years history about the Conference Board is telling us https://t.co/74E0FKHfwy I strongly believe $SPX can crater BELOW [----]. -60% from now. It's just what [--] years history about the Conference Board is telling us https://t.co/74E0FKHfwy"  
[X Link](https://x.com/Scorpio_Alejand/status/1986490802869022722)  2025-11-06T17:48Z [----] followers, [----] engagements


"ECB cornered like the Fed. ECB has to end QT within the next [--] months. The concept of doing QE in advance to avoid cutting rates back to NIRP is a total nonsense btw. I'm wondering if Bubill collateral squeeze and German Pfandbriefe Bank collapse are linked. Anyway PBB is just the more transparent among Euro Banks in recognizing NPLs in their Balance Sheet. Other Banks are just ignoring Bankruptcies at ATH and still well disguising https://t.co/RyHOUhppbi I'm wondering if Bubill collateral squeeze and German Pfandbriefe Bank collapse are linked. Anyway PBB is just the more transparent among"  
[X Link](https://x.com/Scorpio_Alejand/status/1986768396696817672)  2025-11-07T12:11Z [----] followers, [----] engagements

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