# ![@donnelly_brent Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2567843105.png) @donnelly_brent ʎllǝuuop ʇuǝɹq

ʎllǝuuop ʇuǝɹq posts on X about this is, the new, silver, stocks the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2567843105/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:interactions.svg)

- [--] Week [---------] +7,885%
- [--] Month [---------] +1,126%
- [--] Months [---------] +107%
- [--] Year [----------] -9.90%

### Mentions: [--] [#](/creator/twitter::2567843105/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:posts_active.svg)

- [--] Week [--] -2.60%
- [--] Month [---] +153%
- [--] Months [---] +68%
- [--] Year [---] -31%

### Followers: [------] [#](/creator/twitter::2567843105/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:followers.svg)

- [--] Week [------] +0.25%
- [--] Month [------] +1.50%
- [--] Months [------] +6.30%
- [--] Year [------] +16%

### CreatorRank: [-------] [#](/creator/twitter::2567843105/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2567843105/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  29.81% [technology brands](/list/technology-brands)  6.73% [cryptocurrencies](/list/cryptocurrencies)  5.77% [countries](/list/countries)  4.81% [stocks](/list/stocks)  4.81% [social networks](/list/social-networks)  3.85% [exchanges](/list/exchanges)  3.85% [automotive brands](/list/automotive-brands)  2.88% [currencies](/list/currencies)  2.88% [celebrities](/list/celebrities)  0.96%

**Social topic influence**
[this is](/topic/this-is) 4.81%, [the new](/topic/the-new) 3.85%, [silver](/topic/silver) 3.85%, [stocks](/topic/stocks) 3.85%, [bitcoin](/topic/bitcoin) #4838, [gold](/topic/gold) 2.88%, [money](/topic/money) 2.88%, [if you](/topic/if-you) 2.88%, [book](/topic/book) 2.88%, [bit](/topic/bit) 2.88%

**Top accounts mentioned or mentioned by**
[@jedimarkus77](/creator/undefined) [@0xamss](/creator/undefined) [@epsilontheory](/creator/undefined) [@macroalf](/creator/undefined) [@paulomacro](/creator/undefined) [@markyusko](/creator/undefined) [@dannydayan5](/creator/undefined) [@newtruthiness](/creator/undefined) [@barkmeta](/creator/undefined) [@blacklioncta](/creator/undefined) [@biancoresearch](/creator/undefined) [@dailydirtnap](/creator/undefined) [@leafiestparapet](/creator/undefined) [@geoffreygardine](/creator/undefined) [@markgergen1](/creator/undefined) [@_checkmatey_](/creator/undefined) [@watcherguru](/creator/undefined) [@garybohm5](/creator/undefined) [@checkmatey](/creator/undefined) [@alenadaog](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Coinbase Global Inc. (COIN)](/topic/coinbase)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Bitcoin is running out of narratives. New (free) piece. https://www.spectramarkets.com/amfx/running-out-of-narratives/ https://www.spectramarkets.com/amfx/running-out-of-narratives/"  
[X Link](https://x.com/donnelly_brent/status/2021926690956447874)  2026-02-12T12:37Z 91.1K followers, 39.4K engagements


"FRI DAY SPEED RUN clap clap (clap clap clap) https://www.spectramarkets.com/amfx/nowhere-to-hide/ https://www.spectramarkets.com/amfx/nowhere-to-hide/"  
[X Link](https://x.com/donnelly_brent/status/2022356449121427765)  2026-02-13T17:05Z 91.1K followers, [----] engagements


"@MacroAlf You never left our hearts"  
[X Link](https://x.com/donnelly_brent/status/2006187739306131581)  2025-12-31T02:16Z 91.1K followers, [----] engagements


"MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak MICHAEL SAYLOR: "Soon every billionaire will buy a billion dollars of Bitcoin and the supply shock will be so great that we will stop measuring BTC in terms of fiat." https://t.co/SZlecOwcak"  
[X Link](https://x.com/donnelly_brent/status/2022411634652971269)  2026-02-13T20:44Z 91.1K followers, 64.8K engagements


"The new podcast with @MacroAlf is up and running. Wondering if the Fed turns dovish at next week's FOMC meeting. https://www.spectramarkets.com/library/podcasts/ https://www.spectramarkets.com/library/podcasts/"  
[X Link](https://x.com/donnelly_brent/status/1933533731253358838)  2025-06-13T14:35Z 91K followers, 27.6K engagements


"@PauloMacro @MacroAlf"  
[X Link](https://x.com/donnelly_brent/status/1981696690857066695)  2025-10-24T12:18Z 91K followers, [----] engagements


"GBTC with silver and Chinese characteristics China only has one Silver fund and the demand is so rampant it had to shut off subscriptions so it's now at 42% premium https://t.co/2Z4NrJCs2D China only has one Silver fund and the demand is so rampant it had to shut off subscriptions so it's now at 42% premium https://t.co/2Z4NrJCs2D"  
[X Link](https://x.com/donnelly_brent/status/2016812765852172344)  2026-01-29T09:56Z 90.8K followers, [----] engagements


"@WatcherGuru Investment"  
[X Link](https://x.com/donnelly_brent/status/2017666182619300279)  2026-01-31T18:27Z 91K followers, [----] engagements


"@GaryBohm5 Please Google : are financial markets normally distributed This will help you 🤜🏻🤛🏻"  
[X Link](https://x.com/donnelly_brent/status/2017670180277502103)  2026-01-31T18:43Z 90.8K followers, [----] engagements


"Last day blues kicking in"  
[X Link](https://x.com/donnelly_brent/status/2019788053804470384)  2026-02-06T14:59Z 90.9K followers, [----] engagements


"@MarkYusko Vol will continue to trend lower and use cases remain in doubt as stablecoins offer far more utility than bitcoin or alts"  
[X Link](https://x.com/donnelly_brent/status/2019917685635617173)  2026-02-06T23:34Z 90.8K followers, [----] engagements


"@_Checkmatey_ @MarkYusko If thats your standard check out QQQ its even better"  
[X Link](https://x.com/donnelly_brent/status/2020133357867225560)  2026-02-07T13:51Z 90.8K followers, [---] engagements


"@AlenaDaOG Could this happen to sol and then ETH and then BTC over next ten years"  
[X Link](https://x.com/donnelly_brent/status/2020170118324715827)  2026-02-07T16:17Z 90.8K followers, [----] engagements


"@apralky Yep hence the doomer clickbait people talking about Chicago pmi or NSA claims twice /year etc hhah"  
[X Link](https://x.com/donnelly_brent/status/2020212856906469498)  2026-02-07T19:07Z 90.9K followers, [----] engagements


"Japan election : Good news bad price so far USDJPY unchanged on LDP landslide is a bit of a surprise. Was priced somewhat but this level of LDP dominance was not fully expected. USDJPY bulls will not be inspired by the price action so far though its obviously super early"  
[X Link](https://x.com/donnelly_brent/status/2020578141543207124)  2026-02-08T19:19Z 90.9K followers, 16.3K engagements


"Many excellent points With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second. With all due respect to Chris I completely disagree with this take. Chris argues that "web3" particularly crypto-powered gaming and media failed due to scams and regulation and that better regulation will unlock these non-financial cases. OK think about this for a second"  
[X Link](https://x.com/donnelly_brent/status/2020578467352347113)  2026-02-08T19:20Z 90.9K followers, 13.4K engagements


"@PickEm_J Thats one of the headlines yep. They are throwing shit at the wall but I think youre right thats part of why JPY steady"  
[X Link](https://x.com/donnelly_brent/status/2020585993506824529)  2026-02-08T19:50Z 90.9K followers, [---] engagements


"this isn't realistic in its specifics but it does capture the excitement of a big day in FX pretty well imo . reminiscent of election night [----] or brexit vibes on the trading floor Every finance person needs to watch this episode from season [--] of Industry: https://t.co/vaJ1tRfme7 Every finance person needs to watch this episode from season [--] of Industry: https://t.co/vaJ1tRfme7"  
[X Link](https://x.com/donnelly_brent/status/2020828333882433857)  2026-02-09T11:53Z 91K followers, 39.4K engagements


"@DannyDayan5 similar to gold. negative carry constant appreciation. massive current account surplus. annoying currency hahaha"  
[X Link](https://x.com/donnelly_brent/status/2020884963533480284)  2026-02-09T15:38Z 90.9K followers, [----] engagements


"not the onion"  
[X Link](https://x.com/donnelly_brent/status/2020996899210236153)  2026-02-09T23:03Z 91K followers, 16.7K engagements


"While cross jpy has obvioulsy moved a ton today on this new "BUY JAPAN BECAUSE JGBs ARE STABLE" regime. Worth noting that long EURJPY and CHFJPY are two of the highest sharpe trades in any asset class over the past year . High sharpes tend to attract more and more money CTA/quant/humanoid. https://twitter.com/i/web/status/2021252255723188279 https://twitter.com/i/web/status/2021252255723188279"  
[X Link](https://x.com/donnelly_brent/status/2021252255723188279)  2026-02-10T15:57Z 91K followers, [----] engagements


"Weird day today as you could have expected 14-17bps in 10s and [---] pips higher in USDJPY and instead 10s are up [--] and USDJPY is lower . Some discussion of intervention because there was a masisve volume spike and unexplained selloff in USDJPY but no confirmation at all from anyone on that. Good news / bad price for USDJPY and yields. Now we start to worry about Iran risk into the weekend so I do not think these moves are going to reverse. They will probably extend. https://twitter.com/i/web/status/2021608068669214891 https://twitter.com/i/web/status/2021608068669214891"  
[X Link](https://x.com/donnelly_brent/status/2021608068669214891)  2026-02-11T15:31Z 91K followers, [----] engagements


"just scratched my back with a metal fork do not recommend"  
[X Link](https://x.com/donnelly_brent/status/2021626043480891897)  2026-02-11T16:43Z 91K followers, [----] engagements


"Trump: I hiked Swiss tariffs because their prime minister was rude to me Snowflake Tariffs"  
[X Link](https://x.com/donnelly_brent/status/2021645906580582636)  2026-02-11T18:01Z 91K followers, [----] engagements


"@BenKizemchuk ok how is any of this actionable"  
[X Link](https://x.com/donnelly_brent/status/2021678500735021269)  2026-02-11T20:11Z 91K followers, [---] engagements


"i think it simply shows that the narrative on software changed and so people are actively reducing software and moving to real world things like energy. exactly like what happened pre passive in [----] or [----] or [----] or [----] this is literally the exact opposite of passive flow . it's humans and models selling one sector because it's at risk of disruption https://twitter.com/i/web/status/2021680969523306840 https://twitter.com/i/web/status/2021680969523306840"  
[X Link](https://x.com/donnelly_brent/status/2021680969523306840)  2026-02-11T20:21Z 91K followers, [---] engagements


"@newtruthiness very often futures listing marks major tops for the asset listed. ETH and other examples abound"  
[X Link](https://x.com/donnelly_brent/status/2021681121344274821)  2026-02-11T20:21Z 91K followers, [--] engagements


"@Alex_Brovechkin yes tha'ts definitely possible . i am not really SO bearihs . more just think that teh industry is mature and it will be boring not collapse"  
[X Link](https://x.com/donnelly_brent/status/2021937665164161069)  2026-02-12T13:21Z 91K followers, [---] engagements


"@morningcallai yeah i think the fixed supply is a red herring. look at the supply of apple stock (collapsing) . demand is more important than supply most of the time in financial markets . supply of many assetes is fixed or falling . btc not really super special in that regard"  
[X Link](https://x.com/donnelly_brent/status/2021938167255859559)  2026-02-12T13:23Z 91K followers, [---] engagements


"@caprioleio Maybe Buffett will buy it at 0.4x nav"  
[X Link](https://x.com/donnelly_brent/status/2022043133673181493)  2026-02-12T20:20Z 91K followers, [----] engagements


"@H_a_r_m_e_n_ @TheFlowHorse Im not sure if you read the article but the entire point is that price did not follow narrative"  
[X Link](https://x.com/donnelly_brent/status/2022045722661769530)  2026-02-12T20:30Z 91K followers, [---] engagements


"@jedimarkus77 Thxxxxx"  
[X Link](https://x.com/donnelly_brent/status/2022045940199436469)  2026-02-12T20:31Z 91K followers, [---] engagements


"@barkmeta wayne gretzky rookie cards PSA [--] or higher"  
[X Link](https://x.com/donnelly_brent/status/2022060219900289072)  2026-02-12T21:28Z 91K followers, [----] engagements


"@thesiriusreport Learn about what a normal distribution is man cmon for fuck sake Read a Taleb book promoting before posting this nonsense"  
[X Link](https://x.com/donnelly_brent/status/2017659590725231013)  2026-01-31T18:01Z 91.1K followers, [----] engagements


"*CME MULLS LAUNCH OF FIRST-EVER RARE EARTH FUTURES CONTRACT:RTRS that's cool"  
[X Link](https://x.com/donnelly_brent/status/2021627871530541317)  2026-02-11T16:50Z 91K followers, 10.2K engagements


"@0xAmSS so i think it's [--] but stables etc don't make NGU only narrative does . you know what i mean . full piece here: https://www.spectramarkets.com/amfx/running-out-of-narratives/ https://www.spectramarkets.com/amfx/running-out-of-narratives/"  
[X Link](https://x.com/donnelly_brent/status/2023099132899115228)  2026-02-15T18:16Z 91K followers, [--] engagements


"@0xAmSS agree stables are the killer use case but that doesn't mean token prices need to go up . they can flatline for two years kinda thing . stables being useful and NGU are not related"  
[X Link](https://x.com/donnelly_brent/status/2023099332841329100)  2026-02-15T18:17Z 91K followers, [--] engagements


"Talking yen and trading and much more with the macro tourist 😃👍🏼 https://podcasts.apple.com/us/podcast/robin-hood-on-crack-guest-brent-donnelly/id1444520320i=1000749721028 https://podcasts.apple.com/us/podcast/robin-hood-on-crack-guest-brent-donnelly/id1444520320i=1000749721028"  
[X Link](https://x.com/donnelly_brent/status/2023078424642752947)  2026-02-15T16:54Z 91.1K followers, [----] engagements


"A bit of a longer comment on JPY What happened 1.BOJ meeting was neutral no major reaction. [--]. Massive sloppy sell off [------] to [------] shortly after. Speculation was it was an asset manager (not intervention) but nobody knows. Then it bounced to [------] and was steady until the Fed came in and asked banks for rates in USDJPY just after [--] a.m. N.Y. They were likely waiting for the liquidity to dry up (11:00 am is peak liquidity in FX) to achieve maximum impact. [--]. A lot of confusion as to what was going on but it eventually became clear that the Fed did a rate check and this was public"  
[X Link](https://x.com/donnelly_brent/status/2014823150589034907)  2026-01-23T22:10Z 91.1K followers, 297.4K engagements


"A rare Twitter / Substack read that will make you feel good @j__ross https://squareman.substack.com/p/a-love-letter-to-music https://squareman.substack.com/p/a-love-letter-to-music"  
[X Link](https://x.com/donnelly_brent/status/2023108528932888785)  2026-02-15T18:53Z 91.1K followers, [----] engagements


"RT @JonathonPSine: Absolutely mind boggling. "in their Excel spreadsheet Reinhart and Rogoff had not selected the entire row when averag"  
[X Link](https://x.com/donnelly_brent/status/2023109900579250669)  2026-02-15T18:59Z 91.1K followers, [----] engagements


"There is no dedollarization happening. At all. Here are the major currencies' share of global transactions since 1989"  
[X Link](https://x.com/donnelly_brent/status/1641404626078425096)  2023-03-30T11:38Z 91.1K followers, 1.2M engagements


"You want to see something insane This is EURUSD Trump1 vs. Trump2 Same y-axis. No fugazi chartcrime. Literally the same big figures. Have a glorious weekend"  
[X Link](https://x.com/donnelly_brent/status/2002141281888370723)  2025-12-19T22:17Z 91.1K followers, 164.1K engagements


"We are at the Long Island iced tea pivots to blockchain and Kodak pivots to blockchain stage of the AI eats the world freakout Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some Florida-based penny stock that sells karaoke machines. https://t.co/e9hBmxX5cr Today it's logistics companies that are getting crushed by the AI scare trade. But here's what's weird. The company that announced the new AI freight product is not some advanced AI lab. It's some"  
[X Link](https://x.com/donnelly_brent/status/2022042626837618976)  2026-02-12T20:18Z 91.1K followers, 28.7K engagements


""prediction markets" slowly gobbling up sports betting cos. *DRAFTKINGS SEES [----] REV. $6.5B TO $6.9B EST. $7.32B"  
[X Link](https://x.com/donnelly_brent/status/2022057271229087895)  2026-02-12T21:16Z 91.1K followers, [----] engagements


"🤣🤣🤣 crypto crabs for a year straight sell crypto for stocks stocks crab for [--] months straight everyones getting rich on gold but you keep holding mega cap tech stocks all nuke 20% everyones getting hilariously rich on korean stocks and consumer staples  crypto crabs for a year straight sell crypto for stocks stocks crab for [--] months straight everyones getting rich on gold but you keep holding mega cap tech stocks all nuke 20% everyones getting hilariously rich on korean stocks and consumer staples"  
[X Link](https://x.com/donnelly_brent/status/2022059245966151771)  2026-02-12T21:24Z 91.1K followers, [----] engagements


"RT @hosseeb: A new theory appears @samrags_ argues that crypto gaming will work now because onboarding used to suck--seed phrases chain"  
[X Link](https://x.com/donnelly_brent/status/2022059814919221750)  2026-02-12T21:26Z 91.1K followers, [--] engagements


"niche The UB_F is above [---] dollars https://t.co/8tlx64KAd6 The UB_F is above [---] dollars https://t.co/8tlx64KAd6"  
[X Link](https://x.com/donnelly_brent/status/2022059878009966955)  2026-02-12T21:26Z 91.1K followers, [----] engagements


"XXXXX 16:46:20 Maybe im knit picking BRENT DONNELLY 16:46:25 Nit*"  
[X Link](https://x.com/donnelly_brent/status/2022065622046388589)  2026-02-12T21:49Z 91.1K followers, [----] engagements


"just running a quick experiment please do not like or share this tweet"  
[X Link](https://x.com/donnelly_brent/status/2022066707985313982)  2026-02-12T21:54Z 91.1K followers, [----] engagements


"get pumped https://www.youtube.com/watchv=5C0TZEOn-1g&t=90s https://www.youtube.com/watchv=5C0TZEOn-1g&t=90s"  
[X Link](https://x.com/donnelly_brent/status/2022338046101012669)  2026-02-13T15:52Z 91.1K followers, [----] engagements


"@0xAmSS I think I agree with you but dont see the token values rising even in your case. Uniswap is popular for example but the price of the token is still low. Useage and token price dont seem to correlate as much as people think they should"  
[X Link](https://x.com/donnelly_brent/status/2023345194847043615)  2026-02-16T10:34Z 91.1K followers, [--] engagements


"trump thought process is predictable Think like Trump thinks. Warsh: Classic measured technocrat vibes. Hassett: More think-tank / cable news economist. https://t.co/xZ5mGBFynw Think like Trump thinks. Warsh: Classic measured technocrat vibes. Hassett: More think-tank / cable news economist. https://t.co/xZ5mGBFynw"  
[X Link](https://x.com/donnelly_brent/status/2017197432858202316)  2026-01-30T11:25Z 90.7K followers, 23.7K engagements


"@abaddonic2 Based on photographic evidence and comparisons with peers Kevin Warsh is likely between 5'10" (178 cm) and 6'0" (183 cm)"  
[X Link](https://x.com/donnelly_brent/status/2017229620853039468)  2026-01-30T13:33Z 90.7K followers, [---] engagements


"Fed funds at end of tenure vs. Fed Chair height I am estimating Warsh is 5'11" based on photo evidence"  
[X Link](https://x.com/donnelly_brent/status/2017231353528328465)  2026-01-30T13:40Z 91K followers, 11.4K engagements


"A visitor once came to the home of Nobel Prizewinning physicist Niels Bohr and having noticed a horseshoe hung above the entrance asked incredulously if the professor believed horseshoes brought good luck. No Bohr replied but I am told that they bring luck even to those who do not believe in them"  
[X Link](https://x.com/donnelly_brent/status/2017240658533093606)  2026-01-30T14:17Z 90.7K followers, 11.5K engagements


"If you were thinking of buying Alpha Trader. Now is a good time. Alpha Trader [--] is coming March/April Get on it : My new book is out Alpha Trader: The Mindset Methodology and Mathematics of Professional Trading [--] years of trading and writing experience distilled down into one highly-readable mind-expanding book. Foreword by @EpsilonTheory. Enjoy Buy it here: https://t.co/hRuOKriMT6 https://t.co/mCLXcHy6de My new book is out Alpha Trader: The Mindset Methodology and Mathematics of Professional Trading [--] years of trading and writing experience distilled down into one highly-readable"  
[X Link](https://x.com/donnelly_brent/status/2017254480572498105)  2026-01-30T15:12Z 90.7K followers, [----] engagements


"Friday Speedrun: Silver Crash https://www.spectramarkets.com/amfx/silver-crash/ https://www.spectramarkets.com/amfx/silver-crash/"  
[X Link](https://x.com/donnelly_brent/status/2017317167134310674)  2026-01-30T19:21Z 90.7K followers, [----] engagements


"silly heatmap today silver having its [----] moment"  
[X Link](https://x.com/donnelly_brent/status/2017317754387177661)  2026-01-30T19:23Z 90.8K followers, [----] engagements


"@barkmeta normal distribution cmon"  
[X Link](https://x.com/donnelly_brent/status/2017350869751067028)  2026-01-30T21:35Z 91K followers, [----] engagements


"The people who understand that financial markets are not normally distributed are going to be very busy this weekend correcting tweets about how rare this move in silver was"  
[X Link](https://x.com/donnelly_brent/status/2017597661700862301)  2026-01-31T13:55Z 90.8K followers, 32.1K engagements


"Cool quote from Scott Alexander about moltbook We can debate forever - we may very well be debating forever - whether AI really means anything it says in any deep sense. But regardless of whether its meaningful its fascinating the work of a bizarre and beautiful new lifeform. Im not making any claims about their consciousness or moral worth. Butterflies probably dont have much consciousness or moral worth but are bizarre and beautiful lifeforms nonetheless. https://twitter.com/i/web/status/2017651652942090602 https://twitter.com/i/web/status/2017651652942090602"  
[X Link](https://x.com/donnelly_brent/status/2017651652942090602)  2026-01-31T17:30Z 90.7K followers, [----] engagements


"Moltbook is the new Clubhouse"  
[X Link](https://x.com/donnelly_brent/status/2017651762493075609)  2026-01-31T17:30Z 90.7K followers, [----] engagements


"@TylerDurden [--] given by end of FEB then stabilize"  
[X Link](https://x.com/donnelly_brent/status/2017658866876456962)  2026-01-31T17:58Z 90.7K followers, [----] engagements


"@CryptoGodJohn Hell be fine he still gets paid his comp he will keep pumping and praying"  
[X Link](https://x.com/donnelly_brent/status/2017659018580213927)  2026-01-31T17:59Z 90.7K followers, [----] engagements


"@Whale_Guru It means retail went all in at the high and there are no buyers left"  
[X Link](https://x.com/donnelly_brent/status/2017660015713153421)  2026-01-31T18:03Z 90.7K followers, 22.1K engagements


"@TedPillows Foreign equities and cash (tbills stables bank deposits etc)"  
[X Link](https://x.com/donnelly_brent/status/2017665191723384939)  2026-01-31T18:24Z 90.7K followers, [----] engagements


"@zerohedge Comparing a market that is open to one that is closed. Not good"  
[X Link](https://x.com/donnelly_brent/status/2017666652490408113)  2026-01-31T18:29Z 90.7K followers, [----] engagements


"Banger I'm sorry but a lot of the criticism of vibecoding reminds me of the early days of blogs when people warned that if anyone could publish online that we'd be drowning in infohazards and misleading commentary by people unqualified to really comment on complicated subjects. I'm sorry but a lot of the criticism of vibecoding reminds me of the early days of blogs when people warned that if anyone could publish online that we'd be drowning in infohazards and misleading commentary by people unqualified to really comment on complicated subjects"  
[X Link](https://x.com/donnelly_brent/status/2017693966968222059)  2026-01-31T20:18Z 90.7K followers, 11.5K engagements


"@BlacklionCTA Or it was a warning that SLV is the new GME 😃"  
[X Link](https://x.com/donnelly_brent/status/2017755471159980254)  2026-02-01T00:22Z 90.7K followers, [----] engagements


"Today I tweeted that I'm bearish TSLA stock (I have no strong view on Elon Musk the guy). Here is what I learned from the replies: I have no hair. I am ugly. My house will need a 2nd and possibly 3rd mortgage soon. I will soon be poor. I don't understand expected value. 😍"  
[X Link](https://x.com/donnelly_brent/status/1470850167649992704)  2021-12-14T20:16Z 91K followers, [----] engagements


"In case you are thinking this is just another benign early-stage tightening cycle like all the others. Remember the starting point vs. the others"  
[X Link](https://x.com/donnelly_brent/status/1484278827870298114)  2022-01-20T21:37Z 91K followers, [---] engagements


"Today the NASDAQ reversed a 4% intraday loss to close the day higher. Here are the other times that happened and the fwd returns in x+# of days. The main takeaway is this is bear market stuff. Not bullish. inspired by a tweet from @bespokeinvest HT Gitt"  
[X Link](https://x.com/donnelly_brent/status/1485731200350277639)  2022-01-24T21:48Z 91K followers, [----] engagements


"So Facebook lost 200B in last [--] hours and crypto gained 200B in the same time frame. Hmmmm"  
[X Link](https://x.com/donnelly_brent/status/1489803406546018307)  2022-02-05T03:29Z 91K followers, [---] engagements


"Gold: The last time QE ended and now with QE about to end. Rhymes like dimes. MF Doom formation"  
[X Link](https://x.com/donnelly_brent/status/1491189276377182211)  2022-02-08T23:16Z 91K followers, [----] engagements


"This is just like [----]. First the stocks crap out. Then the hiring slows. Then the layoffs begin"  
[X Link](https://x.com/donnelly_brent/status/1522638944554340365)  2022-05-06T18:06Z 91K followers, [----] engagements


"In case you missed it. Coinbase [----] bond"  
[X Link](https://x.com/donnelly_brent/status/1524478110095269889)  2022-05-11T19:54Z 91K followers, [----] engagements


"1/3 End of the week FX update. Jackson Hole is a red herring. Last year Powell was telling us inflation was transitory. This year he's telling us they won't cut in [----]. The data is what matters not the nonsensical forward guidance. The real story is the EU/UK energy crisis"  
[X Link](https://x.com/donnelly_brent/status/1563200326328389633)  2022-08-26T16:22Z 91K followers, [---] engagements


"Happy anniversary of the last day of Lehman Brothers"  
[X Link](https://x.com/donnelly_brent/status/1570443182227210247)  2022-09-15T16:03Z 91K followers, [---] engagements


"Awesome chart from BofA"  
[X Link](https://x.com/donnelly_brent/status/1592241382386970627)  2022-11-14T19:41Z 91K followers, [----] engagements


"The Fed said itll keep financial conditions tight. The market has now called bullshit. Your move Fed. Raise or fold"  
[X Link](https://x.com/donnelly_brent/status/1614373085112848384)  2023-01-14T21:25Z 91K followers, 308.4K engagements


"You are never invincible. The market wants your money and it will figure out all sorts of ways to take it. If you are singing on the desk or yelling with excitement or cheering a winning position or pumping your fist Get out. You are about to get punched in the mouth"  
[X Link](https://x.com/donnelly_brent/status/1615675932286615552)  2023-01-18T11:42Z 91K followers, 89.1K engagements


"Losing traders: Overtrade. Have no edge. Hate to be wrong. Are overconfident. Rely too much on simple indicators. Think more about trade ideas than risk management. Always trade the same position size. Are impulsive and undisciplined. Dont read much. Lie to themselves. Gamble"  
[X Link](https://x.com/donnelly_brent/status/1616075165028450307)  2023-01-19T14:08Z 91K followers, 57.8K engagements


"My son made up a game its like freestyle Jenga take turns stacking til it collapses. Looks a bit like the global sovereign debt situation"  
[X Link](https://x.com/donnelly_brent/status/1620903132669550592)  2023-02-01T21:53Z 91K followers, 67.6K engagements


"There is nothing new on Wall Street. Jesse Livermore [----] referring to Marty Zweigs [--] Rules of Investing from [----] many of which are discussed in Alpha Trader in [----] even though I had never seen them until today ()"  
[X Link](https://x.com/donnelly_brent/status/1629507669953265667)  2023-02-25T15:44Z 91K followers, 78.6K engagements


"SIVB used low lending standards to attract unprofitable tech cos then took their deposits and gambled on MBS. You want to encourage that again next cycle A bit of short term pain is necessary. Everyone knew the 250k rule and they ignored it so they could get preferential loans to fund their unprofitable moonshots. Bubbles burst and the gamblers get ruined. Thats capitalism"  
[X Link](https://x.com/donnelly_brent/status/1634576133654999042)  2023-03-11T15:24Z 91K followers, 470K engagements


"To anyone who was not trading in 2004-2006 or [----] or 201& this dedollarization bullshit shows up every now and then. Dont worryits pure engagement bait mostly from people who know better. Ive linked articles from [----] [----] [----] [----] and [----] but I could find you one from every year since China entered the WTO. Its called King Dollar for a reason. https://money.cnn.com/2006/01/06/news/international/china_treasuries/ https://money.cnn.com/2006/01/06/news/international/china_treasuries/"  
[X Link](https://x.com/donnelly_brent/status/1641249751596167168)  2023-03-30T01:23Z 91K followers, 474.7K engagements


"A client asked me to make this so I did. It's not a bad visual summary of the last [--] years in US equities. S&P [---] consecutive UP years (green) and consecutive DOWN years (black) [----] to now (2023 = YTD)"  
[X Link](https://x.com/donnelly_brent/status/1673446157891010566)  2023-06-26T21:40Z 91K followers, 171.1K engagements


"This chart shows the relationship between the US Unemployment Rate and the budget deficit. ECO [---] teaches you that when times are tough the government fills the gap with automatic stabilizers and discretionary stimulus. Current orthodoxy ignores the revenue side and spends at any arbitrary level determined via napkin doodles. The figure looks complicated but its pretty simple: [--]. The orthodox slope is the steep black line. That shows wider deficits and higher unemployment from [----] to the late 2010s. [--]. The Trump TCJA took the relationship away from the standard black line. See Trump TCJA"  
[X Link](https://x.com/donnelly_brent/status/1686765756074086400)  2023-08-02T15:47Z 91K followers, 253.9K engagements


"People like to rage about higher home prices and blame the Fed and WEF or Biden or Obama or GWB etc. A significant part of the problem is that homes are 2.5x bigger than they used to be. This simple equation: Home prices in [----] plus inflation X size of average home in square feet Explains most of the price increase since [----]. Americans desire for bigger and bigger homes is a big part of what makes them expensive. More small homes would be a start towards a solution. But I bet nobody would buy them"  
[X Link](https://x.com/donnelly_brent/status/1705957930913165587)  2023-09-24T14:50Z 91K followers, 365.6K engagements


"More fiction has been written in Excel than in Word. - Pythagoras [---] BC"  
[X Link](https://x.com/donnelly_brent/status/1710035571584717063)  2023-10-05T20:53Z 91K followers, 128.5K engagements


"In this week's Friday Speedrun (it's free) Malthus USDJPY the etymology of hemorraghing NASDAQ NVDA and some seasonality. https://www.spectramarkets.com/amfx/oh-commodities/ https://www.spectramarkets.com/amfx/oh-commodities/"  
[X Link](https://x.com/donnelly_brent/status/1832119426487116250)  2024-09-06T18:11Z 91K followers, 17.8K engagements


"Interesting setup in equities right now. Retail surveys like AAII show max bearish but yet retail has never bought the dip in TSLA this aggressively. Even as earnings approach sales growth plummets and the brand value drowns Pavlovs dogs are not to be denied. Meanwhile most HF and institutional people I talk to are either optimistic on tariff delaysor bearish but too scared to be short because of topside headline convexity. So its the rare most are bearish few are short setup. This could mean that instead of the normal positive drift stocks have negative decay as no news on trade deals means"  
[X Link](https://x.com/donnelly_brent/status/1914090782912397740)  2025-04-20T22:56Z 91K followers, 149K engagements


"Reminder that in [----] even as stocks fell 50% long SPX on Tuesday was strongly positive for the year. Tuesdays tend to be reversal days in bear markets"  
[X Link](https://x.com/donnelly_brent/status/1914421399696920776)  2025-04-21T20:50Z 91K followers, 77.7K engagements


"@ElizLanders what a waste of [--] million dollars "  
[X Link](https://x.com/donnelly_brent/status/1934027954691997892)  2025-06-14T23:19Z 91K followers, 51.5K engagements


"Free am/FX today Talking about what usually happens after Time features CEOs and industries as Person of the Year. Ironic that they used [----] imagery for this years cover when Sorkins book just came out and RCA Founder/Chairman was Person of the Year in [----] and RCA was the poster child for the tech bubble in [----]. @PauloMacro @biancoresearch @dailydirtnap https://www.spectramarkets.com/amfx/jinx-time-person-of-the-year/ https://www.spectramarkets.com/amfx/jinx-time-person-of-the-year/"  
[X Link](https://x.com/donnelly_brent/status/1999483678569746476)  2025-12-12T14:17Z 91K followers, 54.5K engagements


"My new book is out Alpha Trader: The Mindset Methodology and Mathematics of Professional Trading [--] years of trading and writing experience distilled down into one highly-readable mind-expanding book. Foreword by @EpsilonTheory. Enjoy Buy it here: https://amzn.to/3hTErRs https://amzn.to/3hTErRs"  
[X Link](https://x.com/anyuser/status/1397487985067806726)  2021-05-26T09:41Z 91.1K followers, [----] engagements


"Magazine Cover Capital Portfolio Update New trade"  
[X Link](https://x.com/donnelly_brent/status/1593294787553148928)  2022-11-17T17:27Z 91.1K followers, [----] engagements


"The first Friday Speedrun is out Read it now for a quick explainer of what matters in markets this week. It's free and it will always be free. Please forward and retweet for extra karmic jelly beans. https://tinyurl.com/fridayspeedrun https://tinyurl.com/fridayspeedrun"  
[X Link](https://x.com/donnelly_brent/status/1644422033357549569)  2023-04-07T19:28Z 91.1K followers, 645.7K engagements


"Regular followers will know I'm not a big bear porn guy. But I will make an exception for this chart because I had no idea what it was going to look like I just plugged the info into a spreadsheet and this is what popped out. DJIA (log) since [----] with purple lines marking the moments when Dow went up [--] days in a row or more. It's up [--] in a row now. Note the crash of [----] and [----] both signaled though it took [--] months in [----]. Also note how tiny the Crash of '87 looks in the context of [---] years of mostly raging bull markets. DJIA with 11-day winning streaks marked"  
[X Link](https://x.com/donnelly_brent/status/1684526734845116416)  2023-07-27T11:30Z 91.1K followers, 486.5K engagements

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