# ![@VKMacro Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::962349649569943554.png) @VKMacro VKMacro

VKMacro posts on X about ai, copper, strong, growth the most. They currently have [-----] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::962349649569943554/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::962349649569943554/c:line/m:interactions.svg)

- [--] Week [------] +71%
- [--] Month [------] -0.27%
- [--] Months [-------] +253%
- [--] Year [-------] +78%

### Mentions: [--] [#](/creator/twitter::962349649569943554/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::962349649569943554/c:line/m:posts_active.svg)

- [--] Week [--] +29%
- [--] Month [---] +18%
- [--] Months [---] +242%
- [--] Year [---] +83%

### Followers: [-----] [#](/creator/twitter::962349649569943554/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::962349649569943554/c:line/m:followers.svg)

- [--] Week [-----] +0.74%
- [--] Month [-----] +2%
- [--] Months [-----] +11%
- [--] Year [-----] +30%

### CreatorRank: [-------] [#](/creator/twitter::962349649569943554/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::962349649569943554/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  33% [currencies](/list/currencies)  16% [countries](/list/countries)  8% [technology brands](/list/technology-brands)  7% [stocks](/list/stocks)  2% [travel destinations](/list/travel-destinations)  1% [social networks](/list/social-networks)  1% [financial services](/list/financial-services)  1% [cryptocurrencies](/list/cryptocurrencies)  1%

**Social topic influence**
[ai](/topic/ai) 6%, [copper](/topic/copper) #568, [strong](/topic/strong) 5%, [growth](/topic/growth) #2521, [inflation](/topic/inflation) #795, [anthropic](/topic/anthropic) #1729, [economy](/topic/economy) #1884, [investment](/topic/investment) 2%, [euro](/topic/euro) 2%, [japan](/topic/japan) 2%

**Top accounts mentioned or mentioned by**
[@aahanprometheus](/creator/undefined) [@tylermacro10](/creator/undefined) [@ramrulez1](/creator/undefined) [@tiltfolio](/creator/undefined) [@voldous](/creator/undefined) [@stevehou](/creator/undefined) [@architectrader](/creator/undefined) [@darioperkins](/creator/undefined) [@dmacrodbs](/creator/undefined) [@sunchartist](/creator/undefined) [@thestalwart](/creator/undefined) [@eastasiaecon](/creator/undefined) [@agnostoxxx](/creator/undefined) [@raaka09](/creator/undefined) [@dmacro_dbs](/creator/undefined) [@macro_punting](/creator/undefined) [@hamilton_brewer](/creator/undefined) [@gammablast](/creator/undefined) [@simmun1](/creator/undefined) [@klendathucap](/creator/undefined)

**Top assets mentioned**
[Skrumble (SKM)](/topic/$skm) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Bitcoin (BTC)](/topic/bitcoin)
### Top Social Posts
Top posts by engagements in the last [--] hours

"On Taiwans 250bn investment pledge in the US https://www.ft.com/content/b715b003-1d10-46d4-a02d-1c5969d0dbf8#comments-anchor https://www.ft.com/content/b715b003-1d10-46d4-a02d-1c5969d0dbf8#comments-anchor"  
[X Link](https://x.com/VKMacro/status/2022907731200627165)  2026-02-15T05:36Z [----] followers, [---] engagements


"Barely at [----] and Merz is crying about strong EUR. We will have to assert ourselves globally against a weak dollar and a strong euro Merz told reporters in Berlin Wednesday"  
[X Link](https://x.com/VKMacro/status/2017607903243604161)  2026-01-31T14:36Z [----] followers, [---] engagements


"Not sure dollar is your main problem mate Ive been watching the development of the dollar exchange rate with concern for quite some time Merz said. The dollar exchange rate is a considerable additional burden for the German export industry"  
[X Link](https://x.com/VKMacro/status/2017608080155132124)  2026-01-31T14:37Z [----] followers, [---] engagements


"@Gamma_Blast_ LinkUp I think aggregates job vacancy data directly from corporate websites. So its supposedly from the horses mouth. You can find the time series on bbg. Not at desk but should be easy to find"  
[X Link](https://x.com/VKMacro/status/2019449721354699247)  2026-02-05T16:35Z [----] followers, [--] engagements


"@simmun_1 Yep I understand the spot aspect. But are you saying since this is a forward view the curve can shift to contango and it would be consistent with a future under supply"  
[X Link](https://x.com/VKMacro/status/2020200069354631289)  2026-02-07T18:16Z [----] followers, [--] engagements


"@Ramrulez1 Thanks"  
[X Link](https://x.com/VKMacro/status/2020251306422870215)  2026-02-07T21:40Z [----] followers, [--] engagements


"260 combined for LDP- Ishin is a bit lower than consensus going in imo Weather likely had a big impact. Final Japan model for today's election 🟢 LDP 32.1% [---] (+40) 🔵 CRA 21.4% [---] (-58) 🔰 DPP 12.0% [--] (+2) 💹 JIP 8.5% [--] (-8) 🟠 DIY 8.3% [--] (+12) 📕 JCP 6.1% [--] (+4) 🩷 REI 4.8% [--] (nc) 🌊 CPJ 2.3% [--] (+2) 🔋 MIR 2.6% [--] (NEW) 🪻 SDP 1.2% [--] Final Japan model for today's election 🟢 LDP 32.1% [---] (+40) 🔵 CRA 21.4% [---] (-58) 🔰 DPP 12.0% [--] (+2) 💹 JIP 8.5% [--] (-8) 🟠 DIY 8.3% [--] (+12) 📕 JCP 6.1% [--] (+4) 🩷 REI 4.8% [--] (nc) 🌊 CPJ 2.3% [--] (+2) 🔋 MIR 2.6% [--] (NEW) 🪻 SDP 1.2% 1"  
[X Link](https://x.com/VKMacro/status/2020431723084067282)  2026-02-08T09:37Z [----] followers, [----] engagements


"Always interesting to see comparisons of Takaichi and Thatcher. Takaichi is a charismatic rockstar but not a reformist nor a declinist. She wants to spend more Thatcher is an othadox fiscal conservative whos priority was to balance books cut public sector and get infl down"  
[X Link](https://x.com/VKMacro/status/2020493907583455640)  2026-02-08T13:44Z [----] followers, [----] engagements


"Think well learn a lot about the FEFSAs surplus balance soon"  
[X Link](https://x.com/VKMacro/status/2020805262643273804)  2026-02-09T10:21Z [----] followers, [---] engagements


"The main thing to note is MoF already transfers a portion of the FEFSA surplus to the general account. Last year it was 3.2tr JPY from 5.36tr. This year maybe its the full amount in which case its not significant for FX but is for term premia"  
[X Link](https://x.com/VKMacro/status/2020809400244416553)  2026-02-09T10:38Z [----] followers, [---] engagements


"Lol NPS chair: we want to go back to an unhedged stance once fx vol calms down"  
[X Link](https://x.com/VKMacro/status/2021125006445642028)  2026-02-10T07:32Z [----] followers, [---] engagements


"@tylermacro10 Half coherent world view doesnt change the fact that they have [--] clue about macro though"  
[X Link](https://x.com/VKMacro/status/2021164220549587215)  2026-02-10T10:07Z [----] followers, [---] engagements


"@voldous @tylermacro10 I get Tylers point. But the tech view is only correct in so far as AI may dominate more business spend going forward. That doesnt tell us anything about th economy. Also revenue growth isnt leading to higher stocks for big tech atm. Surely that also matters"  
[X Link](https://x.com/VKMacro/status/2021169721068994769)  2026-02-10T10:29Z [----] followers, [---] engagements


"Latest US data cocktail is what makes macro so fun imo"  
[X Link](https://x.com/VKMacro/status/2021227677395431802)  2026-02-10T14:20Z [----] followers, [----] engagements


"Sparklines Jan [--] letter https://etfarchitect.com/wp-content/uploads/compliance/etf/press_release/Sparkline_2025_ETF_Investor_Letter.pdfutm_medium=email&_hsenc=p2ANqtz-9xkrMD1qdlJUTcK_RQZn7DqFHZ3U54-bc2-ZnOlyejE6Ma0bSKCMZfBh1rtegA5JrOyt2Gskz1oqiuY7hdYr59EiufLA&_hsmi=401980105&utm_content=401980105&utm_source=hs_email"  
[X Link](https://x.com/VKMacro/status/2021274569533727031)  2026-02-10T17:26Z [----] followers, [---] engagements


"@KlendathuCap Moar"  
[X Link](https://x.com/VKMacro/status/2021276533416169626)  2026-02-10T17:34Z [----] followers, [--] engagements


"KRW and JPY are the same trade despite different fundamentals. Correlation is 1"  
[X Link](https://x.com/VKMacro/status/2021506774617190751)  2026-02-11T08:49Z [----] followers, [----] engagements


"@ces921 that q4 growth number was nonsensical"  
[X Link](https://x.com/VKMacro/status/2021515509985161457)  2026-02-11T09:23Z [----] followers, [---] engagements


"@Brad_Setser Im a tourist in KRW so only following from a point of interest but these flows seem to be driven by leveraged funds rather than anything broader so I suspect its similar people in both trades. Would love to know more if you find out"  
[X Link](https://x.com/VKMacro/status/2021570270658478317)  2026-02-11T13:01Z [----] followers, [---] engagements


"@Midnight_Captl Thought we dont lik captial heavy businesses anymore"  
[X Link](https://x.com/VKMacro/status/2021620680584995147)  2026-02-11T16:21Z [----] followers, [---] engagements


"AI adoption among firms continues its uptrend after slowing a bit recently. What drove it You guessed it an acceleration of Anthropics models"  
[X Link](https://x.com/VKMacro/status/2021670208298262807)  2026-02-11T19:38Z [----] followers, [----] engagements


"Bloomberg talks about a lingering Korea discount as shown by Kospis p/b trading below topics 2x. But few issues. 1) Its broadly similar at 1.7x 2) Index composition is completely different as is concentration 3) Koreas index is far more cyclical https://www.bloomberg.com/news/articles/2026-02-09/a-1-7-trillion-stock-rally-fails-to-wipe-out-korea-discount https://www.bloomberg.com/news/articles/2026-02-09/a-1-7-trillion-stock-rally-fails-to-wipe-out-korea-discount"  
[X Link](https://x.com/VKMacro/status/2021867480097112178)  2026-02-12T08:42Z [----] followers, [----] engagements


"@darioperkins The whole Fed - Warsh narrative is unbearable. How about we stop telling fairy tails for a bit Software one is also quite dumb"  
[X Link](https://x.com/VKMacro/status/2022238479158227024)  2026-02-13T09:16Z [----] followers, [---] engagements


"@dMacro_dBS Think it will rally with jpy and lower headline cpi"  
[X Link](https://x.com/VKMacro/status/2022366504759763134)  2026-02-13T17:45Z [----] followers, [---] engagements


"@dMacro_dBS Got you thanks Yeah I think fiscal risk is overblown too"  
[X Link](https://x.com/VKMacro/status/2022378227449356301)  2026-02-13T18:31Z [----] followers, [---] engagements


"Not to mention the dynamics of productivity growth are also very different which can be best observed by looking at unit labour costs in Aus which are rising at 5% YoY"  
[X Link](https://x.com/VKMacro/status/2022935709003452474)  2026-02-15T07:27Z [----] followers, [---] engagements


"Literally one of the good AI use cases 😭 KPMG partner fined over using AI to pass AI test https://t.co/79rphmCLjS KPMG partner fined over using AI to pass AI test https://t.co/79rphmCLjS"  
[X Link](https://x.com/VKMacro/status/2023318733738156499)  2026-02-16T08:49Z [----] followers, [---] engagements


"@stevehou One thing I was thinking is this is why value investing worked. Sure value is also dumb but the expectations are not built up in the multiple like in quality where in reality the quality characteristics shouldnt last so a diversified basket can win over time"  
[X Link](https://x.com/VKMacro/status/2022612956908007919)  2026-02-14T10:04Z [----] followers, [---] engagements


"$SKM is such a fun chart"  
[X Link](https://x.com/VKMacro/status/2023362177068106062)  2026-02-16T11:41Z [----] followers, [---] engagements


"Getting a bit silly now with prices up here BOOM Total exchange-monitored #copper stocks have exceeded [--] million tons after a 19th consecutive weekly build rising by [----] kt to [----] kt. All three major exchanges recorded increases led by Shanghai (+23.6 kt to [-----] kt) and London (+20.6 kt to [-----] kt). Activity https://t.co/GRaQtOBLBy BOOM Total exchange-monitored #copper stocks have exceeded [--] million tons after a 19th consecutive weekly build rising by [----] kt to [----] kt. All three major exchanges recorded increases led by Shanghai (+23.6 kt to [-----] kt) and London (+20.6 kt to [-----] kt)."  
[X Link](https://x.com/VKMacro/status/2022372132001603606)  2026-02-13T18:07Z [----] followers, [----] engagements


"I find Dario unbearable to listen to 🤷🏽♂"  
[X Link](https://x.com/VKMacro/status/2022575809626804440)  2026-02-14T07:37Z [----] followers, [----] engagements


"Correct Copper is pricing scarcity at a time of plenty - column by @AndyHomeMetals https://t.co/m72mIejLA5 https://t.co/90tFPXGyw3 Copper is pricing scarcity at a time of plenty - column by @AndyHomeMetals https://t.co/m72mIejLA5 https://t.co/90tFPXGyw3"  
[X Link](https://x.com/VKMacro/status/2022587528617001365)  2026-02-14T08:23Z [----] followers, [----] engagements


"Wonder if Anthropic would be willing to refuse $200mn https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17mod=e2tw https://www.wsj.com/politics/national-security/pentagon-used-anthropics-claude-in-maduro-venezuela-raid-583aff17mod=e2tw"  
[X Link](https://x.com/VKMacro/status/2022597941450719296)  2026-02-14T09:05Z [----] followers, [---] engagements


"Re: Adam Posens inflation view the x-factor is really the fiscal side So if cheques arent given out pre midterms the upside surprise for [----] becomes far less likely Isnt a better pitch then: the economy is operating near capacity so demand side stim is unwise"  
[X Link](https://x.com/VKMacro/status/2022922637111079122)  2026-02-15T06:35Z [----] followers, [---] engagements


"If that was the argument Id be 100% receptive given the growth in supply side has come down. Just seems weird to pitch it as a 4% inflation case though"  
[X Link](https://x.com/VKMacro/status/2022923062082175104)  2026-02-15T06:36Z [----] followers, [---] engagements


"Not a good start"  
[X Link](https://x.com/VKMacro/status/2023028982321717524)  2026-02-15T13:37Z [----] followers, [----] engagements


"Why is the article conflating using AI to pass internal training and also use it to compete client projects Clearly not the same thing"  
[X Link](https://x.com/VKMacro/status/2023319425609572516)  2026-02-16T08:51Z [----] followers, [---] engagements


"@kpang0303 Definitely. But a lot of it is backed up near term earnings momentum - thats why p/e has fallen. I think my interest is from a change in sentiment and fx implications"  
[X Link](https://x.com/VKMacro/status/2023340057600667860)  2026-02-16T10:13Z [----] followers, [---] engagements


"@sunchartist Think it heads higher from here"  
[X Link](https://x.com/VKMacro/status/2023356558634332450)  2026-02-16T11:19Z [----] followers, [---] engagements


"So China have developed the best video model by far"  
[X Link](https://x.com/VKMacro/status/2022237899929112858)  2026-02-13T09:14Z [----] followers, [----] engagements


"Very good westpac article on impact of government spending on Aussie economy. Highly recommend"  
[X Link](https://x.com/VKMacro/status/2022240884545421685)  2026-02-13T09:26Z [----] followers, [---] engagements


"These people (Dario etc.) have no clue how the economy works which is why they talk crap The Anthropic CEO thinks AI could give us 10-20% gdp growth It could be 50% in Silicon Valley I guess the top 5% will be spending all the money in the economy when everyone loses a job https://t.co/WwNeZeledM The Anthropic CEO thinks AI could give us 10-20% gdp growth It could be 50% in Silicon Valley I guess the top 5% will be spending all the money in the economy when everyone loses a job https://t.co/WwNeZeledM"  
[X Link](https://x.com/VKMacro/status/2022577951888601147)  2026-02-14T07:45Z [----] followers, 11.2K engagements


"Is monpol accommodative 👀 1/ Bank credit growth hits a 19-month high 📈 Credit growth accelerated to 14.6% YoY for the fortnight ended Jan [--] [----] the fastest pace in nearly two years. The previous fortnight saw a credit growth of 13.1% YoY. Outstanding bank credit now stands at Rs [---] lakh crores. 1/ Bank credit growth hits a 19-month high 📈 Credit growth accelerated to 14.6% YoY for the fortnight ended Jan [--] [----] the fastest pace in nearly two years. The previous fortnight saw a credit growth of 13.1% YoY. Outstanding bank credit now stands at Rs [---] lakh crores"  
[X Link](https://x.com/VKMacro/status/2022591533695090990)  2026-02-14T08:39Z [----] followers, [----] engagements


"Would never have guessed since Jan the unemployment rate fell NFP beat and Core PCE could be around [----] given what happened to SOFR"  
[X Link](https://x.com/VKMacro/status/2022602353720070172)  2026-02-14T09:22Z [----] followers, [----] engagements


"Does anyone have estimates of what % institutional funds into Korea are hedged I think Japan is around 40% from what Ive seen What is happening to Korean Equity guys Source: BofA https://t.co/8vI4x5sDiN What is happening to Korean Equity guys Source: BofA https://t.co/8vI4x5sDiN"  
[X Link](https://x.com/VKMacro/status/2022733787260686532)  2026-02-14T18:04Z [----] followers, [----] engagements


"Always interesting to see people compare Aussie and US labor markets when a suite of labour indicators look like this in Australia. Meanwhile in the US most measures of labour tightness were near [----] levels prior to recent reduction in UE"  
[X Link](https://x.com/VKMacro/status/2022933411959390428)  2026-02-15T07:18Z [----] followers, [---] engagements


"2 Korean stories I found interesting. 1) suggests that Korean brokerage accounts have seen a large build in cash 2) Korean regulators have noticed demand for leveraged ETFs and have begun the approval process for single stock ETFs"  
[X Link](https://x.com/VKMacro/status/2023338751112749084)  2026-02-16T10:08Z [----] followers, [----] engagements


"@rwang07 @TheStalwart Nice job Ray"  
[X Link](https://x.com/VKMacro/status/2023438373759906006)  2026-02-16T16:44Z [----] followers, [---] engagements


"@macropotamus Omg I just wrote today about why Krw upside could continue 😂"  
[X Link](https://x.com/VKMacro/status/2015913680295358646)  2026-01-26T22:24Z [----] followers, [---] engagements


"@eastasiaecon Also thb myr sgd are all strong too"  
[X Link](https://x.com/VKMacro/status/2016037619994657105)  2026-01-27T06:36Z [----] followers, [---] engagements


"Heres the suite of inflation measures I track: Hard to disagree w/ Uedas view that underlying inflation remains below 2%"  
[X Link](https://x.com/VKMacro/status/2016091778634678706)  2026-01-27T10:11Z [----] followers, [----] engagements


"Most interesting thing about todays price action is DM FX strength outside of Asia low yielders. The latter is who I thought would be biggest beneficiaries. AUD is a special case"  
[X Link](https://x.com/VKMacro/status/2016221385568485895)  2026-01-27T18:46Z [----] followers, [---] engagements


"@TheStalwart Tell us more"  
[X Link](https://x.com/VKMacro/status/2016245931331707356)  2026-01-27T20:24Z [----] followers, [----] engagements


"Reverse is true in Europe. Many large exporters law earnings downgrades last year due to strong EUR Thats where multiple expansion can only get you so far USD Down = earnings tailwind USD Down = earnings tailwind"  
[X Link](https://x.com/VKMacro/status/2016341269128368483)  2026-01-28T02:43Z [----] followers, [----] engagements


"@DannyDayan5 @paper_alfa Someone sent me the YouTube comments of his latest video. Really amusing stuff"  
[X Link](https://x.com/VKMacro/status/2016481161997172797)  2026-01-28T11:59Z [----] followers, [---] engagements


"AI vibes are v different from peak bubble in Oct/ Nov where information ft etc were publishing the same article each week"  
[X Link](https://x.com/VKMacro/status/2016494734714568884)  2026-01-28T12:53Z [----] followers, [----] engagements


"A large part of institutionalising pension plans both state run and quasi/ private was to move away from home bias and focus on return objectives. Thats why the US equity allocation has to be mainly a bottoms up question. Fx hedging is a different matter"  
[X Link](https://x.com/VKMacro/status/2016764996299169982)  2026-01-29T06:46Z [----] followers, [---] engagements


"Lol crazy hg rally basically takes me out instantly"  
[X Link](https://x.com/VKMacro/status/2016784099885932665)  2026-01-29T08:02Z [----] followers, [---] engagements


"@agnostoxxx They both start with S. Like sandisk"  
[X Link](https://x.com/VKMacro/status/2016818979684438140)  2026-01-29T10:21Z [----] followers, [---] engagements


"@agnostoxxx And Samsung and sk Hynix"  
[X Link](https://x.com/VKMacro/status/2016819013649887407)  2026-01-29T10:21Z [----] followers, [---] engagements


"Surprised theres not more pushback on Aussie gvt for directly contributing to higher inflation Two ways gov can help get Aust inflation down 1/slow grth in administered prices (utilitiescouncil rates etc) as they are running 6%yoy 2/cut public spending (now a record 28% of GDP) back to more normal levels (22.5% avg in 1990-2019) to make room for private sector spending https://t.co/4l2JbrNR7J Two ways gov can help get Aust inflation down 1/slow grth in administered prices (utilitiescouncil rates etc) as they are running 6%yoy 2/cut public spending (now a record 28% of GDP) back to more normal"  
[X Link](https://x.com/VKMacro/status/2016830917566955852)  2026-01-29T11:08Z [----] followers, [---] engagements


"Cooper has given up all gains from yesterday. Back near weds close"  
[X Link](https://x.com/VKMacro/status/2017142962069840210)  2026-01-30T07:48Z [----] followers, [---] engagements


"@VPatelFX @ryan_fitzs Long ball football chuck it to the big man up front none of this tiki taka QE bs"  
[X Link](https://x.com/VKMacro/status/2017150677643083889)  2026-01-30T08:19Z [----] followers, [---] engagements


"@eastasiaecon Ive never seen such an uneven economy ever. I was keen to ask if you had Just massive growth with such little pass through to the average person hence a tepid domestic picture"  
[X Link](https://x.com/VKMacro/status/2017244998329422039)  2026-01-30T14:34Z [----] followers, [---] engagements


"@AahanPrometheus Thanks. These two years have been so interesting in that so many assets have gone parabolic. But trading them once they are there is extremely hard. It has to be done systematically I think which your model shows"  
[X Link](https://x.com/VKMacro/status/2017254682864079012)  2026-01-30T15:12Z [----] followers, [---] engagements


"Mind blowing for a non-commodity non-housing sector to drive this"  
[X Link](https://x.com/VKMacro/status/2017260660670001527)  2026-01-30T15:36Z [----] followers, [---] engagements


"BoK: 0% hedging cannot be the right number for NPS"  
[X Link](https://x.com/VKMacro/status/2017263218725720454)  2026-01-30T15:46Z [----] followers, [---] engagements


"I mean this is one of djocovics biggest wins ever Truly top tier"  
[X Link](https://x.com/VKMacro/status/2017271940587929814)  2026-01-30T16:21Z [----] followers, [---] engagements


"To be beat sinner and Alcaraz at that age is already immense but to be able to do it after his recent string of results and interviews (after those matches) takes unbelievable mental fortitude. Great interview too"  
[X Link](https://x.com/VKMacro/status/2017283165048705104)  2026-01-30T17:06Z [----] followers, [---] engagements


"That copper only fell 6% when all the conditions were in place for something larger is probably not great for me"  
[X Link](https://x.com/VKMacro/status/2017458744159048123)  2026-01-31T04:43Z [----] followers, [---] engagements


"Merz Seeks a More Competitive Europe to Counter the Weak Dollar https://www.bloomberg.com/news/articles/2026-01-28/merz-seeks-a-more-competitive-europe-to-counter-the-weak-dollar https://www.bloomberg.com/news/articles/2026-01-28/merz-seeks-a-more-competitive-europe-to-counter-the-weak-dollar"  
[X Link](https://x.com/VKMacro/status/2017607477634965535)  2026-01-31T14:34Z [----] followers, [---] engagements


"Takaichi cannot help herself. The prime minister said "Everyone doesn't know whether the yen is high or the yen is depreciated or which is better. If the yen is high it is not competitive to export. https://www.nikkei.com/article/DGXZQOUA3120L0R30C26A1000000/ https://www.nikkei.com/article/DGXZQOUA3120L0R30C26A1000000/"  
[X Link](https://x.com/VKMacro/status/2017610239542272195)  2026-01-31T14:45Z [----] followers, [---] engagements


"@stevehou Furman too"  
[X Link](https://x.com/VKMacro/status/2017617681424519257)  2026-01-31T15:15Z [----] followers, [---] engagements


"So Krw falls when Kospi rises but also falls when Kospi fall"  
[X Link](https://x.com/VKMacro/status/2018220153750815032)  2026-02-02T07:09Z [----] followers, [---] engagements


"Genuinely surprised by this as I expected to see KRW up given Kospi was down"  
[X Link](https://x.com/VKMacro/status/2018236640297451957)  2026-02-02T08:14Z [----] followers, [---] engagements


"Large up moves beget large down moves Calling something a safe haven doesnt stop human psychology The stories coming out of Chinese retail traders racking up gigantic losses in gold don't exactly fit the dollar debasement story do they Here's another one. https://t.co/EM6m2N8IPE https://t.co/y7mLjxwwpI The stories coming out of Chinese retail traders racking up gigantic losses in gold don't exactly fit the dollar debasement story do they Here's another one. https://t.co/EM6m2N8IPE https://t.co/y7mLjxwwpI"  
[X Link](https://x.com/VKMacro/status/2018271700128018514)  2026-02-02T10:34Z [----] followers, [----] engagements


"Msft in EUR back near liberation day lows"  
[X Link](https://x.com/VKMacro/status/2018329361389351234)  2026-02-02T14:23Z [----] followers, [---] engagements


"Taken at face value thats a pretty bearish S&P PMI"  
[X Link](https://x.com/VKMacro/status/2018337862803214701)  2026-02-02T14:57Z [----] followers, [---] engagements


"@AahanPrometheus Yeah energy did quite well which makes sense given those flows werent related (geopol). Meanwhile copper and silver were much more related"  
[X Link](https://x.com/VKMacro/status/2018348879788544444)  2026-02-02T15:40Z [----] followers, [--] engagements


"When does th industrial demand for silver actually step in I doubt its here. And even if it is it only matters if investment / specs arent selling"  
[X Link](https://x.com/VKMacro/status/2018353053678878785)  2026-02-02T15:57Z [----] followers, [---] engagements


"Do lower tariffs on India really benefit INR beyond ST Im not sure given basic balance dynamics"  
[X Link](https://x.com/VKMacro/status/2018384237125390408)  2026-02-02T18:01Z [----] followers, [---] engagements


"For instance domestic growth isnt noticeably impacted by US tariffs nor is FDI given India is an insulated economy. Likewise this doesnt make sensex any more attractive given global dynamics"  
[X Link](https://x.com/VKMacro/status/2018384697274040653)  2026-02-02T18:03Z [----] followers, [---] engagements


"@Raaka09 Hey yeah good point recent growth data has been far more positive across vehicle sales credit growth petroleum consumption etc. Im less sure about equities but lets see"  
[X Link](https://x.com/VKMacro/status/2018387230231003279)  2026-02-02T18:13Z [----] followers, [--] engagements


"@Raaka09 I guess INR has been a consensus short so maybe it has legs in ST. Though unclear how much also given RBI fwd book"  
[X Link](https://x.com/VKMacro/status/2018387436301344801)  2026-02-02T18:13Z [----] followers, [--] engagements


"@darioperkins Its also striking how much the government sector is screwing RBA atm Yet Bullock refused to say anything on it except focus on priv sector demand"  
[X Link](https://x.com/VKMacro/status/2018575165089812620)  2026-02-03T06:39Z [----] followers, [---] engagements


"Does this dude get anything right The history of Japan's FX intervention is that it has never worked. Not once. Ever. That's again true now. Today's strong ISM has single-handedly unwound half the drop in $/JPY after the NY Fed's rate check. Only higher JGB yields can stabilize the Yen. https://t.co/swBexGgARG https://t.co/O5HNWghS3M The history of Japan's FX intervention is that it has never worked. Not once. Ever. That's again true now. Today's strong ISM has single-handedly unwound half the drop in $/JPY after the NY Fed's rate check. Only higher JGB yields can stabilize the Yen."  
[X Link](https://x.com/VKMacro/status/2018578817129046347)  2026-02-03T06:54Z [----] followers, [----] engagements


"@CRUDEOIL231 I agree w all this. And you know I agree on the mt copper case as I agreed last year once Grasberg went down. But ST prices still look too high for me given what I am seeing in physical. Miners have underperformed spot so I think the should outperform from here"  
[X Link](https://x.com/VKMacro/status/2018591568635302223)  2026-02-03T07:45Z [----] followers, [---] engagements


"@ncitayim @ArgusMedia"  
[X Link](https://x.com/VKMacro/status/2018603980738416867)  2026-02-03T08:34Z [----] followers, [--] engagements


"@Citrini7 Why oracle over msft Seems like youd almost always want the latter"  
[X Link](https://x.com/VKMacro/status/2018653954993975304)  2026-02-03T11:53Z [----] followers, [----] engagements


"@stevehou Never lame to be bullish on assets which are going up"  
[X Link](https://x.com/VKMacro/status/2018678532096790911)  2026-02-03T13:30Z [----] followers, [---] engagements


"@bdquinn @jturek18 Sure and thats where all the shortages are. But its still meaningful that AMZN NVDA AVGO MSFT are seeing multiple contraction. Thats most of the delta here"  
[X Link](https://x.com/VKMacro/status/2018688245379342615)  2026-02-03T14:09Z [----] followers, [--] engagements


"@AahanPrometheus @TiltFolio Option skew is more bid atm so suggests its Iran related"  
[X Link](https://x.com/VKMacro/status/2019145480081666056)  2026-02-04T20:26Z [----] followers, [--] engagements


"@AahanPrometheus @TiltFolio In general fading geopolitical risk premia is the winning strategy. So that can be systematised since you can identify it clearly. Problem comes when you get the 2% risk occuring. But Im sure others have found smart ways of doing it"  
[X Link](https://x.com/VKMacro/status/2019153624732168399)  2026-02-04T20:58Z [----] followers, [---] engagements


"Demmis was out telling the world hed like to pause just as Google steps on the accelerator"  
[X Link](https://x.com/VKMacro/status/2019160463192519145)  2026-02-04T21:25Z [----] followers, [---] engagements


"USDJPY riskies were call favoured going into the UH elections this time rigidity lower given intervention threat despite recent rally"  
[X Link](https://x.com/VKMacro/status/2019372323321827738)  2026-02-05T11:27Z [----] followers, [---] engagements


"@architectrader Ah fair Yes maybe they are unlikely to go now but perhaps to defend on event of supermaj"  
[X Link](https://x.com/VKMacro/status/2019382394349035981)  2026-02-05T12:07Z [----] followers, [--] engagements


"@AahanPrometheus @abcampbell Its market structure related. Inventories in copper does matter I think it will now. But vast amounts of copper sits with fabs smelters bonded. It therefore trades on sentiment/ China macro more than visible inventories. Spreads can be impacted by warranting etc"  
[X Link](https://x.com/VKMacro/status/2019458030501343702)  2026-02-05T17:08Z [----] followers, [---] engagements


"Two thoughts 1) Claude code did indeed embolden Big tech to ramp up capex. 2) Anthropic needs to raise as much as possible atm. It could cost them if the dont given their lead the competition and how compute constrained they are"  
[X Link](https://x.com/VKMacro/status/2019522099828961289)  2026-02-05T21:22Z [----] followers, [----] engagements


"Question - given how supply constrained everything is right now I assume this spend wont actually occur in ST. Is that a fair conclusion"  
[X Link](https://x.com/VKMacro/status/2019522470802567309)  2026-02-05T21:24Z [----] followers, [---] engagements


"What does this even mean JPMORGAN: BITCOIN NOW MORE ATTRACTIVE THAN GOLD LONG TERM JPMorgan says Bitcoins long-term appeal versus gold has improved after golds strong outperformance and rising volatility. Despite recent crypto weakness liquidations have been modest though spot Bitcoin ETFs continue JPMORGAN: BITCOIN NOW MORE ATTRACTIVE THAN GOLD LONG TERM JPMorgan says Bitcoins long-term appeal versus gold has improved after golds strong outperformance and rising volatility. Despite recent crypto weakness liquidations have been modest though spot Bitcoin ETFs continue"  
[X Link](https://x.com/VKMacro/status/2019662697613390039)  2026-02-06T06:41Z [----] followers, [---] engagements

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