# ![@jfozak Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1923159170.png) @jfozak J-F Owczarczak

J-F Owczarczak posts on X about silver, tariffs, strong, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1923159170/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923159170/c:line/m:interactions.svg)

- [--] Week [-----] +932%
- [--] Month [-----] +1,349%
- [--] Months [-----] +218%
- [--] Year [------] +68%

### Mentions: [--] [#](/creator/twitter::1923159170/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923159170/c:line/m:posts_active.svg)


### Followers: [-----] [#](/creator/twitter::1923159170/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923159170/c:line/m:followers.svg)

- [--] Week [-----] +0.20%
- [--] Month [-----] +0.46%
- [--] Months [-----] +2.40%
- [--] Year [-----] +5.70%

### CreatorRank: [---------] [#](/creator/twitter::1923159170/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1923159170/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [us election](/list/us-election)  [celebrities](/list/celebrities)  [fashion brands](/list/fashion-brands)  [travel destinations](/list/travel-destinations) 

**Social topic influence**
[silver](/topic/silver), [tariffs](/topic/tariffs), [strong](/topic/strong), [debt](/topic/debt), [graph](/topic/graph), [gold](/topic/gold), [fed](/topic/fed), [stocks](/topic/stocks), [$nvda](/topic/$nvda), [inflation](/topic/inflation)

**Top accounts mentioned or mentioned by**
[@grok](/creator/undefined) [@goldprice](/creator/undefined) [@sethcl](/creator/undefined) [@i3invest](/creator/undefined) [@sunilre89392848](/creator/undefined) [@mattcerminaro](/creator/undefined) [@kobeissiletter](/creator/undefined) [@biancoresearch](/creator/undefined) [@saxobank](/creator/undefined) [@stehcl](/creator/undefined) [@tslombard](/creator/undefined) [@yesknow](/creator/undefined) [@interestingail](/creator/undefined) [@misterrcrypto](/creator/undefined) [@hedgiemarkets](/creator/undefined) [@topdowncharts](/creator/undefined) [@ryandetrick](/creator/undefined) [@frankcappelleri](/creator/undefined) [@connorjbates](/creator/undefined) [@martinpring](/creator/undefined)

**Top assets mentioned**
[NVIDIA Corp. (NVDA)](/topic/$nvda) [Rally (RLY)](/topic/rally) [Bitcoin (BTC)](/topic/bitcoin) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Metadium (META)](/topic/$meta) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [SPX6900 (SPX)](/topic/$spx) [TrumpCoin (DJT)](/topic/$djt) [Amgen, Inc. (AMGN)](/topic/$amgn) [Morgan Stanley (MS)](/topic/morgan-stanley) [Ethereum (ETH)](/topic/ethereum) [April (APRIL)](/topic/april)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@SethCL $DJT vs $DJU up to November initially yet it seems that its rather DJU which is weak than DJT than is strong vs $SPY (see below)"  
[X Link](https://x.com/jfozak/status/1707363698778513574)  2023-09-28T11:56Z [----] followers, [--] engagements


"$SHYG short term #HighYield probably continues to outperform $TLT 20Y #Treasury into late Q1 / early Q2 i.e. no sign of any landing until then at least"  
[X Link](https://x.com/jfozak/status/1872416529410888082)  2024-12-26T22:57Z [----] followers, [---] engagements


"Likely a temporary Soft patch as in [----] #EconomicGrowth #AtlantaFed #GDPNow The #Atlanta #Fed revised its Q1 growth estimate to account for a surge in #gold imports ahead of potential #tariffs. While the initial reading sparked many #recessarionary headlines once the data was adjusted for the import issue economic growth is positive albeit very weak. https://t.co/OFKsFJoJhK The #Atlanta #Fed revised its Q1 growth estimate to account for a surge in #gold imports ahead of potential #tariffs. While the initial reading sparked many #recessarionary headlines once the data was adjusted for the"  
[X Link](https://x.com/jfozak/status/1905507319028342909)  2025-03-28T06:28Z [----] followers, [--] engagements


"@i3_invest typical commodity bullish cycle usually starts with Gold then other precious metals then industrial metals then oil and gas and finally finishes off with agris (a roadmap not an exact science)"  
[X Link](https://x.com/jfozak/status/1980364800032165982)  2025-10-20T20:05Z [----] followers, [----] engagements


"@yesknow @interesting_aIl [--] years ago to cross Switzerland in 40min was abandoned as not enough people had the vision I bet Elon will make it a reality https://share.google/Y1ZbUHe5MuFsdQNxs https://share.google/Y1ZbUHe5MuFsdQNxs"  
[X Link](https://x.com/jfozak/status/1980748046465106002)  2025-10-21T21:28Z [----] followers, [----] engagements


"Precious metals focus: despite the recent sell-off demand should remain strong extracted from our Weekly Markets Round-up published this morning October 27th [----] Since Jackson Hole and the #FEDs dovish pivot in August precious metals had rallied across the board (top-left graph) up until last Tuesday when a sharp [--] days sell-off suddenly materialized (-8% on Gold -12% on Silver). Market analysts are now quite divided as to their forecasts for precious metals. In first instance it seems that Central Banks demand will probably remain strong. As shown (top-middle) in term of tonnage this years"  
[X Link](https://x.com/jfozak/status/1982789167604957225)  2025-10-27T12:39Z [----] followers, [---] engagements


"@SunilRe89392848 simply put we are now (have been for a while) in a nominal world. Loss of confidence in Central Banks will soon reach its S-curve acceleration. Anyhow it's the only way out of debt deflation anyways"  
[X Link](https://x.com/jfozak/status/1985006616580678008)  2025-11-02T15:30Z [----] followers, [---] engagements


"@SunilRe89392848 for what it's worth my peak inflation/rates estimate is around 2033-2034 and then . you get real debt deflation into the 2040s "  
[X Link](https://x.com/jfozak/status/1985008818896404814)  2025-11-02T15:39Z [----] followers, [--] engagements


"@misterrcrypto @grok could a switch to the IBIT ETF explain such drainage"  
[X Link](https://x.com/jfozak/status/1985287151282458880)  2025-11-03T10:05Z [----] followers, [--] engagements


"@HedgieMarkets @grok what's included in the off-balance sheet debt highlighted in tghe above graph from The Economist Thks"  
[X Link](https://x.com/jfozak/status/1989276052351590576)  2025-11-14T10:15Z [----] followers, [--] engagements


"One of my favourite catch-up trades potentially to above [---] by next April $AMGN #Amgen"  
[X Link](https://x.com/jfozak/status/1989279742621782234)  2025-11-14T10:30Z [----] followers, [--] engagements


"@mattcerminaro Ok with me just not very strong as the second contact point is very recent no real test of time for this trendline"  
[X Link](https://x.com/jfozak/status/1999186903958986995)  2025-12-11T18:37Z [----] followers, [---] engagements


"A mature market yet still bullish into the Spring #SP500 https://www.mjtsa.com/post/samt-10th-december-2025 https://www.mjtsa.com/post/samt-10th-december-2025"  
[X Link](https://x.com/jfozak/status/1999504660525175177)  2025-12-12T15:40Z [----] followers, [--] engagements


"From mid/late January the Nasdaq100 should lead sharply higher again into the Spring Defensive themes then underperform $NDX $XLP #Markets https://www.mjtsa.com/post/samt-10th-december-2025 https://www.mjtsa.com/post/samt-10th-december-2025"  
[X Link](https://x.com/jfozak/status/1999505516779716729)  2025-12-12T15:43Z [----] followers, [---] engagements


"Credit Markets could push higher into the Spring while credit continues to outperform duration $HYG https://www.mjtsa.com/post/samt-10th-december-2025 https://www.mjtsa.com/post/samt-10th-december-2025"  
[X Link](https://x.com/jfozak/status/1999507048006820128)  2025-12-12T15:50Z [----] followers, [--] engagements


"Precious may push sligthly higher into early Q1 then retrace into midyear and then probably resume higher again into late next year and [----]. #Gold #Silver https://www.mjtsa.com/post/samt-10th-december-2025 https://www.mjtsa.com/post/samt-10th-december-2025"  
[X Link](https://x.com/jfozak/status/1999531563105563106)  2025-12-12T17:27Z [----] followers, [---] engagements


"Industrial Metals are now catching up with precious ones Energy will be the next positive rotation yet probably not before the Spring. Agricultural Commodities could follow with a few months lag. #Copper #Oil #Wheat #Corn https://www.mjtsa.com/post/samt-10th-december-2025 https://www.mjtsa.com/post/samt-10th-december-2025"  
[X Link](https://x.com/jfozak/status/1999533347345662197)  2025-12-12T17:34Z [----] followers, [---] engagements


"Commodities focus: export bans squeezes land grabs as bull trends accelerate extracted from our Weekly Markets Round-up published today 5th January [----] The current Venezuela headlines are mostly focused on Oil and the US administration is making no secret about it. Such Commodity related geopolitical actions remind us on the Chinese export ban on Rare Earths last year. On the commercial front the ongoing squeeze on Silver is also similar as the different strategic blocs are scrambling to secure physical supply. Such events are most probably revealing of accelerating commodity bull trends."  
[X Link](https://x.com/jfozak/status/2008187765880496527)  2026-01-05T14:44Z [----] followers, [--] engagements


"Crazy parabolic times yet such countertrend speculation seems premature (even with the index rebalancing) markets can stay irrationnal longer than you can stay solvent #Silver $ZSL the 2x Short silver ETF saw record inflows and volume yesterday (+$111 million). The past [--] weeks saw a total of $327 million flow into $ZSL These are record bets against silver https://t.co/WDtj5OifRe $ZSL the 2x Short silver ETF saw record inflows and volume yesterday (+$111 million). The past [--] weeks saw a total of $327 million flow into $ZSL These are record bets against silver https://t.co/WDtj5OifRe"  
[X Link](https://x.com/anyuser/status/2008998931041316884)  2026-01-07T20:27Z [----] followers, [---] engagements


"#silver as said can't be sure it continues to rise much longer yet only hedging could justify being short such a strong parabolic uptrend"  
[X Link](https://x.com/anyuser/status/2010750184435892634)  2026-01-12T16:26Z [----] followers, [---] engagements


"US Growth focus: forcing new tariffs risks derailing a positive growth consensus extracted from our Weekly Markets Round-up published today 19th January [----] Saturdays announcement of new tariffs on [--] European NATO nations over the failing US bid to acquire #Greenland is leading US and European markets to correct today. The immediate effect of such disruptive news is logically risk-OFF yet the consequences of such actions if they persist could be more long-lasting and counterproductive for the US Administration as the Midterms approach. Indeed while the 2nd year of the US Presidential cycle"  
[X Link](https://x.com/anyuser/status/2013291394534617452)  2026-01-19T16:44Z [----] followers, [---] engagements


"@RyanDetrick @FrankCappelleri Nice upside indeed into the Spring risk-On markets deregulation and YC steepening (until it becomes a bearish one)"  
[X Link](https://x.com/jfozak/status/2014651763706544569)  2026-01-23T10:49Z [----] followers, [--] engagements


"Cross Asset focus: EMs / Gold breaking out as DMs face growing fiscal pressure extracted from our Weekly Markets Round-up published today 26th January [----] An inspiring chart this week from Pictet AM (top-left) showing the current secular breakout in #EM markets. Indeed these remain strong exporters (of Consumer Goods but also of Semiconductors and Hardware and of many Commodities). Domestically their median debt/GDP ratio has also remained substantially below the one for DMs (bot-left). In fact DM debt sustainability is getting strained as shown by the current 20% in US interest payments as"  
[X Link](https://x.com/anyuser/status/2015788357394014279)  2026-01-26T14:06Z [----] followers, [---] engagements


"@gold_price @grok you can provide a more detailed analysis @grok https://x.com/i/grok/share/83d674acaf174b7881fee464e3d48590 https://x.com/i/grok/share/83d674acaf174b7881fee464e3d48590"  
[X Link](https://x.com/anyuser/status/2016434071337922873)  2026-01-28T08:52Z [----] followers, [--] engagements


"@ConnorJBates_ odd . and into Gold and Silver ETFs Chinese speculative frenzies can be impressive"  
[X Link](https://x.com/jfozak/status/2016460985830080983)  2026-01-28T10:38Z [----] followers, [---] engagements


"great demonstration (see clasical sector rotation map below h/t @martin_pring ) that said the Big #Tech dominance was also the secular investment theme in recent years. It has crowded out capex in other sectors. A secular shift (also indirectly driven by AI) towards #Energy Strategic #Commodities and the #Reshoring of various Industrial capacities may now be starting. The current cyclical strength may hence meet a more secular shift. Such long term changes in leadership may prove messy for the index topline at some point later this year. https://twitter.com/i/web/status/2016619797702934720"  
[X Link](https://x.com/jfozak/status/2016619797702934720)  2026-01-28T21:10Z [----] followers, [---] engagements


"@JC_ParetsX to be or not to be will it hold indeed #BTC"  
[X Link](https://x.com/jfozak/status/2017153775379579092)  2026-01-30T08:31Z [----] followers, [--] engagements


"PM are real assets that you need to hold in decent amounts to avoid debasement obviously the ups and downs are a bit of a tantrum each time because of the volatility try to sell a bit on tops buy a bit on bottoms if it makes you feel better and kudos to you when you can inherently however fiscal and monetary if not political profligacy will make sure your positions in such real assets continue to rise over the cycle #gold #silver https://twitter.com/i/web/status/2017384813506748640 https://twitter.com/i/web/status/2017384813506748640"  
[X Link](https://x.com/jfozak/status/2017384813506748640)  2026-01-30T23:49Z [----] followers, [---] engagements


"Precious Metals focus: understanding Silvers historic sell-off on Friday extracted from our Weekly Markets Round-up published today 2nd February [----] On Friday both #Silver and #Gold cratered (down resp. -28% and -10% from close to close). This morning saw new lows again a bounce back and now some stabilization. The wash-out was historical especially on Silver. Heres a bit of background. Since [----] the Silver supply/demand balance has deteriorated. While production remained around 1bn Oz p.a. demand has risen to circa 1.16bn Oz p.a. over the last [--] years as usage for Solar panels (Silver is"  
[X Link](https://x.com/anyuser/status/2018346952388124685)  2026-02-02T15:33Z [----] followers, [---] engagements


"@KobeissiLetter @biancoresearch @saxobank great and comprehensive recap on #Silver https://x.com/KarelMercx/status/2020166396605252069s=20 https://t.co/ln3HPAE88N https://x.com/KarelMercx/status/2020166396605252069s=20 https://t.co/ln3HPAE88N"  
[X Link](https://x.com/anyuser/status/2020547488034259532)  2026-02-08T17:17Z [----] followers, [---] engagements


"@r0ck3t23 Whats obvious is obviously wrong #Commodities https://x.com/jfozak/status/2022215823608209746s=46 @r0ck3t23 Real assets remain the building blocks of such a de materialized economy unlimited liquidity creation and their ultimate scarcity are the best support for the acceleration of the #Commodity super cycle some pockets of deflation will certainly appear yet demand and the price of https://x.com/jfozak/status/2022215823608209746s=46 @r0ck3t23 Real assets remain the building blocks of such a de materialized economy unlimited liquidity creation and their ultimate scarcity are the"  
[X Link](https://x.com/jfozak/status/2022333150341562657)  2026-02-13T15:32Z [----] followers, [----] engagements


"Real assets remain the building blocks of such a de materialized economy unlimited liquidity creation and their ultimate scarcity are the best support for the acceleration of the #Commodity super cycle some pockets of deflation will certainly appear yet demand and the price of real assets in nominal and even real Dollars will probably surge. https://twitter.com/i/web/status/2022215823608209746 https://twitter.com/i/web/status/2022215823608209746"  
[X Link](https://x.com/jfozak/status/2022215823608209746)  2026-02-13T07:46Z [----] followers, [----] engagements


"US Market focus: positive macro backdrop while Mag7s & SP500 seem Oversold extracted from our Weekly Markets Round-up published today 16th February [----] Last week the January [--] Misery index (#Unemployment + Headline YoY #CPI) fell back to one of its lowest levels since COVID (4.3+2.4=6.7% top-left graph). These readings are reassuring for the FEDs meeting its dual mandate. Globally the macro backdrop is also encouraging as the Sentix global economic expectations index continues to rise probably leading World Manufacturing PMIs higher (top-right). In this favorable context the recent #Mag7s"  
[X Link](https://x.com/anyuser/status/2023429085204996324)  2026-02-16T16:07Z [----] followers, [--] engagements


"@Cole73James @SantiagoAuFund @RealKeithWeiner @Monetary_Metals Last time I checked USA was AA+/Aaa hence risk free"  
[X Link](https://x.com/jfozak/status/1678761507222601729)  2023-07-11T14:24Z [----] followers, [--] engagements


"Credit Markets Focus: long historical lags between rate hikes and credit stress Extracted from our 18th September [----] Weekly Markets Round-up Forecasts of either a soft/hard/no landing scenario have polarized much of the macro debate over the past [--] months or since the #FED started to aggressively raise rates in Spring [----]. While some concerns are set on liquidity and reduced leverage in financial markets or on the rising indebtedness of US Consumers most of the focus is concentrated on corporate balance sheets their refinancing schedules and a possible increase in corporate #bankruptcies"  
[X Link](https://x.com/jfozak/status/1703758311491871227)  2023-09-18T13:10Z [----] followers, [---] engagements


"Extract for our #Equity review published on Friday 15th Sept. [----] $spx"  
[X Link](https://x.com/jfozak/status/1704429146024165781)  2023-09-20T09:35Z [----] followers, [--] engagements


"Short end of the US #Yieldcurve will start pricing rate cuts again soon. #Fed Extracted from our Fixed Income Cross Asset review published this week"  
[X Link](https://x.com/jfozak/status/1705325887338487815)  2023-09-22T20:59Z [----] followers, [--] engagements


"Treasury Focus: the FED is pretty much done hiking but bad news still needs to become good news for bonds. extracted from our Weekly markets Round-up published today 25th September [----] Following +5.5% in hikes over the last [--] months the #Fed Funds Rate is well above the #US10Y Treasury Yield (which currently stands at 4.435%). This is what is highlighted in the left-hand graph below published by Mr Authers senior editor at Bloomberg and which points to the US 10Y FFR Yield Curve Spread being circa [----] basis points inverted. The accompanying quote argues that "Steeply inverted yield curves"  
[X Link](https://x.com/jfozak/status/1706290638969245953)  2023-09-25T12:52Z [----] followers, [---] engagements


"@SethCL $DJU vs $SPY"  
[X Link](https://x.com/jfozak/status/1707364870708994123)  2023-09-28T12:01Z [----] followers, [--] engagements


"Update $AAPL $GOOGL $MSFT $AMZN $META $NVDA The consolidation was a bit shallower than our automatic projections from late July [----] would have suggested. All [--] stocks now seem ready to retest up into mid/late November"  
[X Link](https://x.com/jfozak/status/1709546768529060034)  2023-10-04T12:31Z [----] followers, [---] engagements


"Cross Asset Focus: a Treasuries bounce could trigger a relief rally for risk assets extracted from our Weekly Markets round-up published 9th October [----] The first graph this week (left-hand graph) is sourced from Socit Gnrale and depicts the usual cross asset conditions when both bond yields and credit spreads are rising. This is indeed pretty much the market environment we have experienced since mid July. Indeed while equities 60/40 balanced mandates or gold have all dropped alongside the Bonds the #Dollar and Commodities (#Oil specifically) were the only places to hide. That said these"  
[X Link](https://x.com/jfozak/status/1711642003035898262)  2023-10-10T07:17Z [----] followers, [--] engagements


"Stimulus Focus: since [----] FED tightened by [--] Trillion Treasury expanded by [--] Trillion extracted from our Weekly markets Round-up newsletter dated 16th October 2023: Ten days ago Non-Farm Payrolls delivered a blockbuster +336k jobs while last week CPI proved sticky again with a +3.7% YoY expansion (vs 3.6% expected). Real GDP for Q3 could reach +5% YoY according to the Atlanta FED Nowcast while although lower the Q3 Blue Chip Economic Indicators GDP consensus is still pointing to above +3%. Such persistent US economic strength seems amazing considering the backdrop of the recent FED"  
[X Link](https://x.com/jfozak/status/1714537532744949904)  2023-10-18T07:02Z [----] followers, [--] engagements


"Great complementary article on #yields composition real-term premium and inflation-term premium are key elements i.e. long term macro uncertainty is driving up longer term yields"  
[X Link](https://x.com/jfozak/status/1714977261479137522)  2023-10-19T12:10Z [----] followers, [--] engagements


"US GDP Focus: blockbuster advanced US Q3 real GDP last week what landing extracted our weekly #markets newsletter published on 30th October [----] 4.9% YoY real GDP Growth in Q3 [----] is a hefty number. It indicates persistent US Growth driven mostly as shown on the left-hand graph by resilient Consumer Spending (up 4% YoY). For example Q3 sales at Amazon are up 11% YoY while revenue at Meta (mostly advertising) is up 23%. This strength is materializing despite a 5.5% Fed Funds Rate and related skyrocketing interest expenses frozen US real estate market and US banks sitting on trillions of"  
[X Link](https://x.com/jfozak/status/1720000356757709306)  2023-11-02T08:50Z [----] followers, [---] engagements


"Asset Allocation Focus: stick to quality and thereby keep your options open Extracted from our Weekly Markets Round-UP newsletter 13th November [----] The first graph this week (top-left graph from JP Morgan) considers the disparity between US Manufacturing weakness and the much higher level of the #US10Y yield. At some point indeed some convergence is bound to materialize. Either yields drop back down which could happen in case of a rather hard landing or US manufacturing recovers towards the mid 50s (back in expansion mode) in a more soft/no-landish scenario. Goldman Sachs is clearly betting"  
[X Link](https://x.com/jfozak/status/1724010947235197166)  2023-11-13T10:26Z [----] followers, [---] engagements


"@RonRich02433915 @acemaxx @ISABELNET_SA first well done with the quotes @RobertPBalan1 #bofa and"  
[X Link](https://x.com/jfozak/status/1724020458515759552)  2023-11-13T11:04Z [----] followers, [--] engagements


"Our latest automatic projections are still on-track and deadly accurate for now $AAPL $GOOGL $MSFT $AMZN $META $NVDA previous updates: Early October 2023: Early July 2023:"  
[X Link](https://x.com/jfozak/status/1726293646536843397)  2023-11-19T17:37Z [----] followers, [---] engagements


"@MichaelAArouet Unless you use yield curve control to suppress long term yields it could (I.e. something has to devalue either the bonds themselves or the currency- Theres a lot to be learned from Japan in this respect)"  
[X Link](https://x.com/jfozak/status/1726509820185133184)  2023-11-20T07:56Z [----] followers, [--] engagements


"well the analysis from Steve or the one featured on zerohedge is centered on the FED. Bank of America's graph decided to focus on an aggregate of the top [--] Central Banks Balance sheets to be thorough one would have to do the same net liquidity calculation exercise. To be fair I haven't seen it done yet it most probably shouldn't change the argument much though Hope this helps"  
[X Link](https://x.com/jfozak/status/1729803481140117872)  2023-11-29T10:04Z [----] followers, [--] engagements


"FED Focus: Surprise Pivot points to first cut next March and to a positive [----] extracted from our weekly markets newsletter published on the 18th December [----] While [--] weeks ago Chair #Powell considered that rate cut speculations were premature last Wednesdays #dovish #Fed press release showed that cuts are now on the table and as early as March. This was rather surprising as over the last couple of weeks data has continued to rebound while in November Financial Conditions also saw their largest monthly easing in [--] decades (top-left graph). This sudden dovishness does however mirror recent"  
[X Link](https://x.com/anyuser/status/1737166618524815666)  2023-12-19T17:42Z [--] followers, [---] engagements


"Year-End Focus: [----] Cross Asset retrospective and a bit of the same in Q1/24 Extracted from our weekly Markets Round-up published on [--] Dec [----] With our best wishes for the Holiday Season and the New Year. What a difference a year makes with the #Nasdaq100 now hovering around [-----] or circa +53% higher than a year ago. This strong performance can thank the Bank Term Funding Program (BTFP) in March the A.I. rally into July and the Goldilocks sentiment since late October. Other #markets also rose between [--] and 30% while in contrast the Shanghai Composite dropped 6%. Yields had a hick-up this"  
[X Link](https://x.com/jfozak/status/1739554211698806859)  2023-12-26T07:50Z [----] followers, [--] engagements


"Our latest automatic projections are still on-track and remain very accurate for now $AAPL $GOOGL $MSFT $AMZN $META $NVDA Previous projections updates: 19th November [----] 4th October [----] 2nd July [----] humble automatic projections from https://t.co/BYKZFCc4HW for #AAPL #GOOGL #MSFT #AMZN #META #nvda https://t.co/Gb8X1zaosb humble automatic projections from https://t.co/BYKZFCc4HW for #AAPL #GOOGL #MSFT #AMZN #META #nvda https://t.co/Gb8X1zaosb"  
[X Link](https://x.com/jfozak/status/1740775346050400395)  2023-12-29T16:42Z [----] followers, [---] engagements


"#Equity Focus: pacing it until the election Europe undervalued India over China extracted from our Weekly Markets Round-up dated 22nd January [----] [----] started with a further rally and even a new all-time high on the S&P500 $spx. If the index then follows its usual seasonal pattern the rally could see some retracement from February into March and then perhaps until May especially considering that we are in a US election year (light blue line top-left graph). The S&P500 could then gradually rise yet dip again just before the election and then accelerate higher into yearend. Geographically we"  
[X Link](https://x.com/jfozak/status/1749378998461759904)  2024-01-22T10:30Z [----] followers, [--] engagements


"A nice complementary graph from Morgan Stanley which shows India catching up with both Japan and Germany over the next few years in terms of GDP"  
[X Link](https://x.com/jfozak/status/1749683738164723917)  2024-01-23T06:41Z [----] followers, [--] engagements


"Rising again into midyear $SHYG vs $TLT #yield #recession #softlanding https://x.com/jfozak/status/1686518029482430464s=20 https://x.com/jfozak/status/1686518029482430464s=20"  
[X Link](https://x.com/jfozak/status/1760398238459318590)  2024-02-21T20:17Z [----] followers, [---] engagements


"NVIDIA Focus: Blockbuster #Earnings Fundamentals look reasonable Trending up extracted from our Weekly #Markets Round-Up published today 26th February [----] #NVIDIA released earnings last Wednesday. Sales more than doubled YoY while earnings almost [--] folded both beating expectations. The stock added 230bn USD the next day topping the recent record from Meta (197bn on 2nd February) rising to [---] trillion in Market Value. Growth rates however still seem solid going forward (top-left) and hence the PEG ratio (P/E vs Growth) seems reasonable vs peers (top-right). Forward P/Es are also quite"  
[X Link](https://x.com/jfozak/status/1762093220916256868)  2024-02-26T12:32Z [----] followers, [--] engagements


"Some forward looking perspective $ETH #Ethereum #ETH"  
[X Link](https://x.com/jfozak/status/1766819714129334532)  2024-03-10T13:33Z [----] followers, [--] engagements


"#Equity Focus: Higher for Longer and Liquidity Crunch the sell-off was overdue Extract from our latest Weekly Markets Round-up published this Monday 22nd April [----] The trigger behind last weeks sell-off may coincide with geopolitical instability yet the dynamics at play are more widespread. Initially we would point that the rally since October is one of the sharpest in the last [---] years and that some profit taking was overdue. This is especially true as the conditions for this rally (forthcoming #FED rate cuts) arent guaranteed anymore. Since January indeed expectations for these have"  
[X Link](https://x.com/jfozak/status/1783136366844428730)  2024-04-24T14:10Z [----] followers, [--] engagements


"Sentiment Focus: bad news is good news for markets inflation just needs to follow extracted from our latest Weekly Markets Round-Up publish this Monday 6th May [----] Last week dovish events helped shift rate cut expectations forward (left-hand graph) the first #rate cut is now confirmed for September with a 67% probability while [--] rates are expected in December with a 62% probability. Overall while rate cuts expectations had dropped between a month and a week ago they recovered last week which may point to a sustainable reversal upwards in these anticipations. Indeed economic surprises have"  
[X Link](https://x.com/jfozak/status/1788112601173430364)  2024-05-08T07:44Z [----] followers, [--] engagements


"Focus on Inflation: progress is stalling while the 2% target is still some ways away extracted from our Weekly Markets Round-up published this morning 27th May [----] Next Friday will see the April Core #PCE price index release i.e. the FEDs preferred inflation gauge. It is expected at +0.24% MoM or +2.9% annualized. This is still well above the set 2% inflation target (top-left graph). Worse when considered on a [--] months or [--] months basis the PCE seems to be reaccelerating (bottom-left graph). Last week US Flash PMI surprised positively on both Manufacturing and Services yet this also implied"  
[X Link](https://x.com/jfozak/status/1795084743307837774)  2024-05-27T13:28Z [----] followers, [----] engagements


"@mdebary @magajcs fair point yet I'm probably biased by the fact that the deflationary bust is harder to conceive today when the FED and the Treasury seem committed to inflate us up to oblivion . ins't it always so first the inflationary accleration and then the deflationary bust"  
[X Link](https://x.com/jfozak/status/1795110423408025924)  2024-05-27T15:10Z [----] followers, [--] engagements


"China Focus: towards a new trade war as the West hikes tariffs on Chinese EVs Extracted from our Weekly Markets Round-up published last Monday 8th July [----] Early May the US hiked #tariffs on Chinese #EVs from 25% to 100% the EU just followed with duties ranging from [--] to 38% (on top of 10% existing ones). Other goods such as solar panels wind turbines chips could also be impacted as the West denounces unfair subsidies and dumping onto their markets. EV is emblematic as a price war in #China among many new producers could push the global Auto industry into deflation (top-left graph)."  
[X Link](https://x.com/jfozak/status/1811781866803826980)  2024-07-12T15:17Z [----] followers, [--] engagements


"Breadth Focus: strong rotation into Small Caps points to broader rally participation extracted from our Weekly Markets Round-up newsletter published this morning 22nd July [----] Ten days ago the lower US #CPI (and the induced promise of rate cuts) ignited a rotation rally into #SmallCaps as well as most lagging sectors. The Trump assassination attempt last weekend led to further refocus on such Trump trades as his chances of winning the election seemed to increase dramatically. Such changes in momentum do indeed follow months of thin #BigTech outperformance especially during June and early"  
[X Link](https://x.com/jfozak/status/1815352788978708636)  2024-07-22T11:46Z [----] followers, [---] engagements


"@jeremykuoo stock price wise @adidas seems to have caught up lately perhaps the mojo is fading for $NKE"  
[X Link](https://x.com/jfozak/status/1818054685086916913)  2024-07-29T22:43Z [----] followers, [----] engagements


"$GBP #GBPUSD"  
[X Link](https://x.com/jfozak/status/1825784615765749951)  2024-08-20T06:39Z [----] followers, [---] engagements


"@mattcerminaro increased participation/catch up by the remaining [---] stocks sure we like it the rally may be broadening"  
[X Link](https://x.com/jfozak/status/1826346082911351191)  2024-08-21T19:50Z [----] followers, [--] engagements


"@elerianm Stimulating in decelerating economy is the weakest phase in the USD smile 😊 theory hard landing (USD margin calls) or re acceleration (US positive growth differential) could then benefit USD it may take a few quarter though to materialize"  
[X Link](https://x.com/jfozak/status/1827104655731507360)  2024-08-23T22:04Z [----] followers, [---] engagements


"@321gaux same price (or even slightly cheaper) that in Switzerland it's been like that for years for quality homegrown beef (although no hormones and antibiotics in ours)"  
[X Link](https://x.com/jfozak/status/1827118395986235414)  2024-08-23T22:59Z [----] followers, [---] engagements


"NVIDIA Earnings Focus: probably the most important Tech earnings in years extracted from our Weekly Markets Round-up published on Monday 26th August [----] The title above is dubbed by Dan Ives one of the most important #Tech bulls on Wall Street while explaining that the near-term fate of equity markets and especially the Tech sector will probably be decided by whether underlying demand in new data-center capacityneeded to operate OpenAIs ChatGPT for exampleremains robust as ever. For now according to Visible Alpha 95% of analysts are positive expecting further beats on #earnings revenues and"  
[X Link](https://x.com/jfozak/status/1828695626894205377)  2024-08-28T07:26Z [----] followers, [---] engagements


"@wolf_zurich @AfateNews @denis_desclos @GallantNicolas1 @DCohendeLara @laurentalbie @KhaliBOUZIDI @b612_trading @JohnPlassard Hi James for what it's worth we expect one more push it seems i.e. in the smaller green arrow camp (although risk/reward would probably suggest otherwise)"  
[X Link](https://x.com/jfozak/status/1829425185901932716)  2024-08-30T07:45Z [----] followers, [---] engagements


"@VladTheInflator ballpark [--] to [--] times more in Switzerland in a decent yet not exceptional location"  
[X Link](https://x.com/jfozak/status/1829642409019588720)  2024-08-30T22:08Z [----] followers, [---] engagements


"Sentiment vs Macro Focus: as recessionary fears mount data remains robust extracted from our Weekly Markets Round-up published on Monday 2nd September [----] #Recession fears are rising with 39% of respondents in the latest Fund Managers Survey citing it as the biggest tail #risk (up from circa 17% in July and 12% in June top-left graph). Such negative economic sentiment can justify the many #FED rate cuts currently priced in. The hard data however remains rather robust for now. Last week the US Q2 #GDP was revised up to +3% QtoQ vs 2.8% in the previous estimate (top-right) while US corporate"  
[X Link](https://x.com/jfozak/status/1830959530894594070)  2024-09-03T13:22Z [----] followers, [---] engagements


"@FinGraphs clawing back those losses #markets @FinGraphs"  
[X Link](https://x.com/jfozak/status/1833901429410701596)  2024-09-11T16:12Z [----] followers, [--] engagements


"Easing Focus: rate cuts anticipations are clearly recessionary perhaps too much Extracted from our Weekly Markets Round-Up published this morning 16th September [----] [--] months rate cuts anticipations suggest a 1.25-1.5% drop in the #Fed Funds rate (top-left graph). This is aggressive (as low as 2008) and clearly points to a recessionary mood. Such pricing is also above many banks forecasts e.g. Goldman Sachs (top-right) which believes the drop will be less steep and with a higher terminal rate than the market currently anticipates (GS Baseline path). On the other hand proponents of more rapid"  
[X Link](https://x.com/jfozak/status/1835674486110093469)  2024-09-16T13:37Z [----] followers, [--] engagements


"@dailychartbook @SPGMarketIntel Possibly due to aggressive fiscal expansion which is a double hedged sword it stimulates yet gradually pushes up borrowing costs this will all end in QE and massive FED balance sheet expansion down the line anyways"  
[X Link](https://x.com/jfozak/status/1839293175200162118)  2024-09-26T13:17Z [----] followers, [--] engagements


"China Focus: huge short squeeze as broad stimulus package unveiled extracted fom opur newasletter published this Monday 30th September [----] As #China struggles to maintain its 5% GDP growth target exceptional stimulus measures were announced last week to boost economic activity and reduce debt burdens. As a result Chinese #equities exploded higher and reached new Year-to-date highs in what appears to be a massive short squeeze (top-left graph). The measures included a 0.5% reduction of the Reserve Requirement Ratio for banks (thereby freeing [--] trillion Yuan or circa 150bn USD for further"  
[X Link](https://x.com/jfozak/status/1841375993992253644)  2024-10-02T07:13Z [----] followers, [---] engagements


"Bearish Steepening Focus: following -50bps Irans missiles attack & strong NFPs extracted from our Weekly markets Round-up published yesterday morning 14th October [----] Monetary policy is a balancing act. In Autumn [----] Chair #Powell sent markets tumbling with his long way from neutral remark (i.e. too hawkish). This Autumn following the initial 50bps cut on 17thSeptember risk assets are thriving yet long term #yields are rapidly rising back (top-left graph) a.k.a. bear steepening (i.e. too dovish). These dynamics are partially driven by exogenous factors (fears of escalation in the Middle"  
[X Link](https://x.com/jfozak/status/1846150258989920290)  2024-10-15T11:24Z [----] followers, [--] engagements


"Equity Focus: breadth is supportive yet [----] Growth expectations are aggressive extracted from our Weekly Markets Round-up published yesterday 2nd November [----] This week saw another all-time high on Friday in the #SP500 (6032 top-left graph). This was the 53rd all-time high closing this year an impressive run. Even so this rally for now still appears healthy as breath (i.e. market participation) remains remarkably strong. Indeed the cumulative Advance-Decline Line which plots the difference between Advancing vs Declining stocks over time is also making new highs again (bottom-left). The AAII"  
[X Link](https://x.com/jfozak/status/1863946816607174883)  2024-12-03T14:02Z [----] followers, [--] engagements


"Anyone bearish US #Equity for [----] should consider the strength and dynamism of this relative graph between US Consumer Discretionary ($XLY ETF) and US Consumers Staples ($XLP ETF) for more about our timing methodology please consider http://www.mjtsa.com http://www.mjtsa.com"  
[X Link](https://x.com/jfozak/status/1870387177902821424)  2024-12-21T08:33Z [----] followers, [--] engagements


"FOMC Focus: strong sell-off as FED delivers hawkish cut markets now Oversold extracted from our weekly Markets Round-up published this morning 23rd December [----] Last Wednesday evening the FED held its last #FOMC meting of the year delivering on its planned -0.25% further rate cut yet surprising very hawkishly on its Dot plot (a graph depicting each #FED Governors expectations for the levels of the Fed Fund Rates at different timepoints in the future). As it happens on average these expected only [--] more cuts next year (down from [--] in September). Consequently equity markets sold off"  
[X Link](https://x.com/jfozak/status/1871209267887235176)  2024-12-23T15:00Z [----] followers, [--] engagements


"@MichaelMOTTCM Couldnt it be a yearend window dressing effect"  
[X Link](https://x.com/jfozak/status/1873107100492284335)  2024-12-28T20:41Z [----] followers, [---] engagements


"Macro Focus: Global stimulus yet higher US real rates US Corporates still resilient extracted from our Weekly Markets Round-up newsletter published yesetrady 6th January [----] Global Manufacturing PMIs are stuck in contraction mode (below 50). The US is no exception with its own ISM Manuf. PMI below [--] for [--] of the last [--] months (the worst streak ever recorded). If historical relations between global monetary stimulus and Manuf. PMIs still hold these could start improving in [----] (top-left graph). This however contrasts with higher real rates (due to inflation dropping prior to #Fed Funds"  
[X Link](https://x.com/jfozak/status/1876610766591136210)  2025-01-07T12:44Z [----] followers, [---] engagements


"Great analysis thanks rising term premium rising USD could indeed trigger some risk assets correction over the next few months. Some kind of QE announcement may then help tame the term premium and stabilize markets. President Trump will certainly be all over the FED to do something"  
[X Link](https://x.com/jfozak/status/1877113070901690744)  2025-01-08T22:00Z [----] followers, [---] engagements


"Worrying thread when discussing with #Grok3 about the sustainability of the #BTC Miners Model (only questions and conclusions posted)"  
[X Link](https://x.com/jfozak/status/1899212675403657491)  2025-03-10T21:36Z [----] followers, [--] engagements


"1. Q: any insight that you can share on the sustainability of the listed bitcoin miners in terms of profitability debt sustainability and potential funding stress #Grok3 Answer Conclusion: The sustainability of listed Bitcoin miners in [----] hinges on operational efficiency prudent debt management and access to flexible funding. Top-tier players with low-cost energy modern fleets and conservative leverage (e.g. potentially #Marathon #CleanSpark or #Riot) are best positioned to thrive. However smaller or over-leveraged miners face profitability erosion debt servicing challenges and funding"  
[X Link](https://x.com/jfozak/status/1899213373059002622)  2025-03-10T21:38Z [----] followers, [--] engagements


"2. Q: can we fear a liquidation of BTC collateral either by creditors in case of default either by the miners themselves #Grok3 Answer Conclusion: Yes we should fear #BTC collateral liquidationboth creditor-driven and self-inflictedas a tangible risk in [----]. Over-leveraged miners with high costs or thin margins are most exposed especially if #Bitcoin prices falter below $50000-$60000 or funding dries up. The scale could range from thousands to tens of thousands of BTC enough to dent market sentiment and accelerate industry shakeout. However efficient miners with low debt renewable energy or"  
[X Link](https://x.com/jfozak/status/1899213821102698795)  2025-03-10T21:40Z [----] followers, [--] engagements


"4. Q: On their end of year [----] financial report (p.15) $MARA states clearly as operational risk what is in fact a losing spiral:Our ability to earn bitcoin rewards is directly proportional to our mining power or hashrate relative to the total hashrate of the Bitcoin network. As more miners enter the network and deploy more powerful mining equipment the global hashrate increases making it more difficult to successfully mine bitcoin. To remain competitive we must continuously invest in expanding our hashrate by acquiring new more efficient mining hardware. However as demand for mining"  
[X Link](https://x.com/jfozak/status/1899215772465209586)  2025-03-10T21:48Z [----] followers, [--] engagements


"5. Q: do you think that it is normal for Mara to fund operations with continuous dilution of shareholders #Grok3 Answer Conclusion: Its not normal in a traditional sense for a company to fund operations via continuous dilutionmost stable businesses rely on retained earnings or debt. However for MARA and the Bitcoin mining sector its a standard growth tactic given the need to scale against network difficulty and post-halving economics. The [----] financials (27% production drop 71% cost rise) justify dilution as a survival mechanism but the losing spiral raises red flags. If MARA cant turn capex"  
[X Link](https://x.com/jfozak/status/1899216324263358769)  2025-03-10T21:50Z [----] followers, [--] engagements


"Recovery focus: a rare and powerful upside momentum reversal was triggered Extracted from our Weekly Markets Round-up published today 28th April [----] April [----] will likely prove one of the more volatile and uncertain #equity market periods with a 15% drop in [--] days following the tariffs announcement two consecutive 1-day 9% and 11% rallies a 7% downside retest and finally an 8% rally last week. The #SP500 is now only 3% below its early April highs (i.e. an 80% recovery top-left graph) while most investment banks have widely revised their S&P500 yearend targets lower (from the high 6000s on"  
[X Link](https://x.com/jfozak/status/1916855650706968653)  2025-04-28T14:02Z [----] followers, [--] engagements


"safe-haven #switzerland #banking"  
[X Link](https://x.com/jfozak/status/1921893516818428177)  2025-05-12T11:41Z [----] followers, [--] engagements


"Equity focus: Monetary easing rising M2 strong momentum and share buybacks Extracted from our latest Weekly Markets Round-up published this morning 12th May [----] Goldman Sachs currently predicts a 45% chance of a recession while JP Morgan still estimates a higher 60%. #Tariffs continue to pose a significant concern and persistent #inflation is limiting the Federal Reserve's ability to implement further rate cuts. However a global rate-cutting cycle is still underway typically boosting manufacturing data within [--] months (top-left graph) which reduces #recession risks. Additionally money"  
[X Link](https://x.com/jfozak/status/1921900351017325010)  2025-05-12T12:08Z [----] followers, [---] engagements


"Tech focus: US markets have recovered as the AI cycle still holds much promise extracted from the Weekly Markets Round-up published this morning 23rd June [----] Tariffs may still be a concern as the deadline for the end of the pause early July approaches yet the S&P500 has not only recuperated its early April sell-off but is now also nearing its all-time highs made around the #DeepSeek revelation late January (top-right graph). While the paths are different the #S&P500 is on-track with the Trumps first #tariffs experience [--] years ago and if this analog is any guidance could continue to rise in"  
[X Link](https://x.com/jfozak/status/1937134789607170465)  2025-06-23T13:04Z [----] followers, [----] engagements


"US market positioning focus: tactically Overbought yet still uptrending Extracted from our Weekly Markets Round-up published yesterday morning 14th July [----] Early April US equities started reversing up and never looked back. Indeed while the postponement of the #tariffs was the trigger the #rally was supported by a sustained easing of Macro Conditions (top-left graph) #USDs depreciation a narrowing of credit spreads progress on inflation oil which remains at/below [--] M2 accelerating and US yields rather range-bound below 4.5%. The CNN Fear & Greed Index is now back in Extreme Greed (i.e."  
[X Link](https://x.com/jfozak/status/1945080943712088429)  2025-07-15T11:20Z [----] followers, [--] engagements


"Tech earnings in focus: Big Growth remains the driving force behind US equities extracted from our Weekly Markets Round-up published this morning 21st July [----] #Earnings season is meant to intensify this week and next with the releases of many of the large US #Tech firms. While the indices do appear slightly Overbought according to our table on the previous page any forthcoming dip could be mitigated (or maybe exacerbated) by positive (or negative) surprises from #Alphabet and #Tesla this Wednesday evening #Meta and #Microsoft the following Wednesday or #Amazon and #Apple Thursday next week."  
[X Link](https://x.com/jfozak/status/1947268751235145904)  2025-07-21T12:13Z [----] followers, [---] engagements


"Monetary focus: the FEDs dovish confirmation raises LT inflationary concerns extracted from our Weekly Markets Round-up published this morning 25th August [----] Last Friday at Jackson Hole Chair #Powell confirmed that with policy in restrictive territory the baseline outlook and the shifting balance of risks may warrant adjusting our policy stance pretty much confirming that a that a rate cut is on the table at the #FEDs September meeting. Powell acknowledged persistent upside #inflation risks yet mostly focused on the downside risks for #employment following Julys negative payrolls surprise."  
[X Link](https://x.com/jfozak/status/1959955377786667066)  2025-08-25T12:25Z [----] followers, [--] engagements


"@i3_invest @McClellanOsc if 2020-2021 are taken as reference the rise in yields will probably lead the downfall in equities by several quarters i.e. we may have 2-3 more quarters before equities get squeezed out by higher yields . just a thought"  
[X Link](https://x.com/jfozak/status/1965348072269238484)  2025-09-09T09:34Z [----] followers, [--] engagements


"Focus on Gold: more tailwinds for Gold as the FED cuts to avoid a recession Extracted from our latest Weekly Markets Round-up published this morning 22nd September [----] With Core PCE Inflation still at 2.9% in July and expected to remain so when the August data is released this Friday the #FED seems to have definitely chosen to avoid recession at the cost of giving up its 2% inflation target according to Dhaval Joshi from @bcaresearch . His top-left graph below does indeed point to the widening market gap between the lower 1Y Fed Funds Future and the higher 1Y Inflation Swap rate. His"  
[X Link](https://x.com/jfozak/status/1970111285929836820)  2025-09-22T13:01Z [----] followers, [---] engagements


"Dear Grace certainly it is already. Most countries will find it difficult to balance a budget in coming years fueling more debt and more need to monetize it hard assets including precious metals offer a natural hedge to such profligacy. Check other precious metals but then also BTC ETH watch industrial metals and uranium as well as energy especially if the cycle turns up seek sought after real estate niches where demand could continue to outweigh supply land and agris could also move later on on the corporate front any price setters / rent extracters should also maintain their real value ."  
[X Link](https://x.com/jfozak/status/1970471523996565907)  2025-09-23T12:53Z [----] followers, [--] engagements


"Our latest German speaking interview on Dukascopy TV (6Oct14 2:30pm CET): http://t.co/7AyUmVF0Zq #EURUSD #fx #forex #handel #gold #SNP #jpy http://youtu.be/hSSw08Ml0X4 http://youtu.be/hSSw08Ml0X4"  
[X Link](https://x.com/jfozak/status/519216870072020993)  2014-10-06T20:05Z [----] followers, [--] engagements


"#baba #alibaba nearing support could break into impulsive dwn [------] on left 60m chart on #FinGraphs Trader's View http://t.co/eGy3ZyRlvi"  
[X Link](https://x.com/jfozak/status/541990657641168896)  2014-12-08T16:20Z [----] followers, [--] engagements


"@eltrade The link has been updated. NEW LINK: http://t.co/r7DwT4vDOy #China #FXI #Shanghai #shanghaicomposite #markets #trading #forex http://stockcharts.com/articles/tac/2014/12/fingraphs-china--skyrocketing-and-could-continue.html http://stockcharts.com/articles/tac/2014/12/fingraphs-china--skyrocketing-and-could-continue.html"  
[X Link](https://x.com/jfozak/status/544764265941696512)  2014-12-16T08:01Z [----] followers, [--] engagements


"$HUI #Gold Bugs constituents Hourly #charts on http://t.co/npZhMiEAXv #stocks $GLD $NEM $AU $IAG $AEM $ABX $GG $HMY http://t.co/5f09verekF http://FinGraphs.com http://FinGraphs.com"  
[X Link](https://x.com/jfozak/status/634700246350753792)  2015-08-21T12:15Z [----] followers, [--] engagements


"$NKI #CFD http://t.co/Yv95DDV8YL Pot intermed top in Uptrend INTRADAY 4m-60s-15s combo chart #forex #trading #nikkei https://x.com/fg4oanda/status/638305840869543936 http://FG4O.com https://x.com/fg4oanda/status/638305840869543936 http://FG4O.com"  
[X Link](https://x.com/jfozak/status/638307602988957696)  2015-08-31T11:09Z [----] followers, [--] engagements


"$EWJ http://t.co/npZhMiEAXv Pot. cont. Downtrend : INTRAWEEK 60m-15m-4m combo chart #etf #stocks $NKI https://twitter.com/fg4etf/status/640854075945447424 http://FinGraphs.com https://twitter.com/fg4etf/status/640854075945447424 http://FinGraphs.com"  
[X Link](https://x.com/jfozak/status/640854937094762496)  2015-09-07T11:51Z [----] followers, [--] engagements


"$DXJ Pot. pullback in Downtrend LONGERTERM Wly-Dly-Hly combo chart #Nikkei #stocks $NKI https://twitter.com/CFingraphs/status/666519084020944896 http://demo.FinGraphs.com https://twitter.com/CFingraphs/status/666519084020944896 http://demo.FinGraphs.com"  
[X Link](https://x.com/jfozak/status/666544453042225152)  2015-11-17T09:12Z [----] followers, [--] engagements


"US Market focus: positive macro backdrop while Mag7s & SP500 seem Oversold extracted from our Weekly Markets Round-up published today 16th February [----] Last week the January [--] Misery index (#Unemployment + Headline YoY #CPI) fell back to one of its lowest levels since COVID (4.3+2.4=6.7% top-left graph). These readings are reassuring for the FEDs meeting its dual mandate. Globally the macro backdrop is also encouraging as the Sentix global economic expectations index continues to rise probably leading World Manufacturing PMIs higher (top-right). In this favorable context the recent #Mag7s"  
[X Link](https://x.com/anyuser/status/2023429085204996324)  2026-02-16T16:07Z [----] followers, [--] engagements


"Equity focus: mid cycle sectors now lead breadth and seasonality are supportive extract from our Weekly Markets Round-up dated today 9th February [----] Last week saw a further -13% drop in US Software (IGV ETF) into Thursday before a 4% relief bounce on Friday. The segment is now down -30% from its all-time highs last September a negative performance which is weighing on the whole US #Technology sector and on the Mag7s Microsoft especially. While this fall-out is currently being pinned on the dangers of AI automated coding to the software industry we believe it is also part of a usual mid"  
[X Link](https://x.com/anyuser/status/2020890730877612287)  2026-02-09T16:01Z [----] followers, [--] engagements


"Precious Metals focus: understanding Silvers historic sell-off on Friday extracted from our Weekly Markets Round-up published today 2nd February [----] On Friday both #Silver and #Gold cratered (down resp. -28% and -10% from close to close). This morning saw new lows again a bounce back and now some stabilization. The wash-out was historical especially on Silver. Heres a bit of background. Since [----] the Silver supply/demand balance has deteriorated. While production remained around 1bn Oz p.a. demand has risen to circa 1.16bn Oz p.a. over the last [--] years as usage for Solar panels (Silver is"  
[X Link](https://x.com/anyuser/status/2018346952388124685)  2026-02-02T15:33Z [----] followers, [---] engagements


"@KobeissiLetter @biancoresearch @saxobank great and comprehensive recap on #Silver https://x.com/KarelMercx/status/2020166396605252069s=20 https://t.co/ln3HPAE88N https://x.com/KarelMercx/status/2020166396605252069s=20 https://t.co/ln3HPAE88N"  
[X Link](https://x.com/anyuser/status/2020547488034259532)  2026-02-08T17:17Z [----] followers, [---] engagements


"Why silver will reach a new ATH The collapse in silver from $121 to $64 did not signal the end of a bull market. It marked the forced exit of reckless cowboys in the futures market. On the COMEX some traders control a full silver http://x.com/i/article/2020135385670529025 http://x.com/i/article/2020135385670529025"  
[X Link](https://x.com/anyuser/status/2020166396605252069)  2026-02-07T16:02Z 27.7K followers, 661.8K engagements


"#BTC just a thought or perhaps wishful thinking not advice just playing around"  
[X Link](https://x.com/anyuser/status/2016908840797671704)  2026-01-29T16:18Z [----] followers, [---] engagements


"It broke Structure is off tiiiiiiiimmmmmmbbbbbeeeer"  
[X Link](https://x.com/anyuser/status/2017719783932784807)  2026-01-31T22:00Z [----] followers, [--] engagements


"Still holding #btc"  
[X Link](https://x.com/anyuser/status/2017385308908617934)  2026-01-30T23:51Z [----] followers, [--] engagements


"forgot a C next to the [--] yet obvious"  
[X Link](https://x.com/anyuser/status/2016909299478323595)  2026-01-29T16:20Z [----] followers, [--] engagements


"The Gold/Silver ratio stands at 46x this morning (5293/114.5) while targets for Gold around 6'000 $/oz are being articulated historically this could imply that Silver reaching to between [---] and [---] $/oz (taking the [----]. [----] [---] climax lows as examples) h/t @gold_price #Gold #Silver"  
[X Link](https://x.com/anyuser/status/2016429393942352051)  2026-01-28T08:33Z [----] followers, [---] engagements


"@gold_price @grok what could explain the [----] [----] and [----] sell-offs climax lows and then reversals on the Gold/Silver ratio (see graph above) #Gold #Silver"  
[X Link](https://x.com/anyuser/status/2016432242097057949)  2026-01-28T08:44Z [----] followers, [---] engagements


"@gold_price @grok you can provide a more detailed analysis @grok https://x.com/i/grok/share/83d674acaf174b7881fee464e3d48590 https://x.com/i/grok/share/83d674acaf174b7881fee464e3d48590"  
[X Link](https://x.com/anyuser/status/2016434071337922873)  2026-01-28T08:52Z [----] followers, [--] engagements


"Cross Asset focus: EMs / Gold breaking out as DMs face growing fiscal pressure extracted from our Weekly Markets Round-up published today 26th January [----] An inspiring chart this week from Pictet AM (top-left) showing the current secular breakout in #EM markets. Indeed these remain strong exporters (of Consumer Goods but also of Semiconductors and Hardware and of many Commodities). Domestically their median debt/GDP ratio has also remained substantially below the one for DMs (bot-left). In fact DM debt sustainability is getting strained as shown by the current 20% in US interest payments as"  
[X Link](https://x.com/anyuser/status/2015788357394014279)  2026-01-26T14:06Z [----] followers, [---] engagements


"US Growth focus: forcing new tariffs risks derailing a positive growth consensus extracted from our Weekly Markets Round-up published today 19th January [----] Saturdays announcement of new tariffs on [--] European NATO nations over the failing US bid to acquire #Greenland is leading US and European markets to correct today. The immediate effect of such disruptive news is logically risk-OFF yet the consequences of such actions if they persist could be more long-lasting and counterproductive for the US Administration as the Midterms approach. Indeed while the 2nd year of the US Presidential cycle"  
[X Link](https://x.com/anyuser/status/2013291394534617452)  2026-01-19T16:44Z [----] followers, [---] engagements


"@TS_Lombard did Mr #Trump read my post 🤪 anyhow markets are appreciating the postponement of any new tarriffs 🙏"  
[X Link](https://x.com/anyuser/status/2014100756807221594)  2026-01-21T22:20Z [----] followers, [--] engagements


"@TS_Lombard @TS_Lombard thks for the repost"  
[X Link](https://x.com/anyuser/status/2013562333377733089)  2026-01-20T10:40Z [----] followers, [--] engagements


"Hello love this saying: The longer the base the higher in space almost philosophical The longer the base the higher in space. To understand the sheer scale of the opportunity in uranium we must first look at the long-term price chart. What we are witnessing is a textbook example of a massive multi-decade basing pattern that is now breaking out. This is not https://t.co/3FFCLGVKbF The longer the base the higher in space. To understand the sheer scale of the opportunity in uranium we must first look at the long-term price chart. What we are witnessing is a textbook example of a massive"  
[X Link](https://x.com/anyuser/status/2012275628439916883)  2026-01-16T21:27Z [----] followers, [--] engagements


"The longer the base the higher in space. To understand the sheer scale of the opportunity in uranium we must first look at the long-term price chart. What we are witnessing is a textbook example of a massive multi-decade basing pattern that is now breaking out. This is not just any base; it is a 17-year accumulation period that has absorbed all the selling pressure from the post-GFC/Fukushima bear market and is now ready to launch into a new powerful uptrend. https://twitter.com/i/web/status/2012139719392371059 https://twitter.com/i/web/status/2012139719392371059"  
[X Link](https://x.com/anyuser/status/2012139719392371059)  2026-01-16T12:27Z 12.8K followers, 50K engagements


"Crazy parabolic times yet such countertrend speculation seems premature (even with the index rebalancing) markets can stay irrationnal longer than you can stay solvent #Silver $ZSL the 2x Short silver ETF saw record inflows and volume yesterday (+$111 million). The past [--] weeks saw a total of $327 million flow into $ZSL These are record bets against silver https://t.co/WDtj5OifRe $ZSL the 2x Short silver ETF saw record inflows and volume yesterday (+$111 million). The past [--] weeks saw a total of $327 million flow into $ZSL These are record bets against silver https://t.co/WDtj5OifRe"  
[X Link](https://x.com/anyuser/status/2008998931041316884)  2026-01-07T20:27Z [----] followers, [---] engagements


"$ZSL the 2x Short silver ETF saw record inflows and volume yesterday (+$111 million). The past [--] weeks saw a total of $327 million flow into $ZSL These are record bets against silver"  
[X Link](https://x.com/anyuser/status/2008863895218446674)  2026-01-07T11:30Z 49.5K followers, 108.9K engagements


"#silver as said can't be sure it continues to rise much longer yet only hedging could justify being short such a strong parabolic uptrend"  
[X Link](https://x.com/anyuser/status/2010750184435892634)  2026-01-12T16:26Z [----] followers, [---] engagements


"S&P500 focus: strong consensus reflects EPS growth and seemingly Goldilocks extracted from our Weekly Markets Round-up published today 12th January [----] While Fridays Payrolls were rather soft such lackluster US labor data are increasingly caveated as resulting from AI and Automation efficiency gains. In fact since [----] the revenue per worker for #SP500 companies has risen more than 10% (top-left graph). In this context seemingly labor data doesnt need to surprise positively yet just hold to justify further upside potential for US Equities (as was the case on Friday). More generally as we"  
[X Link](https://x.com/anyuser/status/2010734613157531953)  2026-01-12T15:24Z [----] followers, [--] engagements

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