[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @riteshmjn Ritesh Jain Ritesh Jain posts on X about india, countries, inflation, macro the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::2250245913/interactions)  - X Week XXXXXXX -XX% - X Month XXXXXXXXX -X% - X Months XXXXXXXXXX +217% - X Year XXXXXXXXXX +90% ### Mentions: XX [#](/creator/twitter::2250245913/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXX +89% - X Year XXXXX +56% ### Followers: XXXXXX [#](/creator/twitter::2250245913/followers)  - X Week XXXXXX +0.76% - X Month XXXXXX +3.60% - X Months XXXXXX +35% - X Year XXXXXX +82% ### CreatorRank: XXXXXXX [#](/creator/twitter::2250245913/influencer_rank)  ### Social Influence **Social category influence** [countries](/list/countries) XXXXX% [finance](/list/finance) XXXXX% [currencies](/list/currencies) XXX% [automotive brands](/list/automotive-brands) XXXX% [social networks](/list/social-networks) XXXX% [technology brands](/list/technology-brands) XXXX% **Social topic influence** [india](/topic/india) 7.41%, [countries](/topic/countries) #1549, [inflation](/topic/inflation) #1475, [macro](/topic/macro) #114, [silver](/topic/silver) #1926, [debt](/topic/debt) #1796, [ai](/topic/ai) 3.7%, [china](/topic/china) #4104, [link](/topic/link) 3.7%, [education](/topic/education) XXXX% **Top accounts mentioned or mentioned by** [@rachit_arora26](/creator/undefined) [@indextiger](/creator/undefined) [@tejuubhaiya](/creator/undefined) [@jaganmsna](/creator/undefined) [@monilshah2208](/creator/undefined) [@money197112312](/creator/undefined) [@pinetreemacro](/creator/undefined) [@thenavroopsingh](/creator/undefined) [@nifty_investor1](/creator/undefined) [@mncslave](/creator/undefined) [@grok](/creator/undefined) [@retardretailer](/creator/undefined) [@aravind](/creator/undefined) [@gscapsf](/creator/undefined) [@indiacharts](/creator/undefined) [@1shankarsharma](/creator/undefined) [@gavevincent](/creator/undefined) [@ankitatiima](/creator/undefined) [@pilotinvestor7](/creator/undefined) [@gingergarlicy](/creator/undefined) ### Top Social Posts Top posts by engagements in the last XX hours "That was an easy one. Every student which wants to study in X eyes country would know 👇👇👇name. You might not know but they are also the co- owner of IELTS brand. As per press release IDP Education a key player in international student placements and language testing is preparing for a tough fiscal 2025 with forecasts indicating a XX% drop in student placements and a XX% decrease in testing volumes. Shifts in policies across major countries have complicated enrollment and conversion processes affecting the company's financial predictions. My X cents The second derivative impact as per my" [X Link](https://x.com/riteshmjn/status/1930073821673075131) 2025-06-04T01:27Z 45.5K followers, 14K engagements "With next 3-5 years Indias biggest export will be unskilled/ semi skilled blue collar workers. This will happen due to X reasons. X. Young people lose their life in a war and the countries need rebuilding after the war. X. Western countries demographic collapse which they were trying to compensate with unchecked immigration from countries which are not willing to assimilate in their culture. In those countries the demand will go up western countries have realized that the best blue collar workers force is Indian. Within 3-5 years the FX inflow from NRIs could easily reach 150-200 billion" [X Link](https://x.com/riteshmjn/status/1972364340276924657) 2025-09-28T18:14Z 45.5K followers, 242.8K engagements "They have 3rd largest gold reserves on the planet but sadly it is not in under their ownership. ECB does not want to handover italys Gold to Italy claiming that it threatens the independence of ECB" [X Link](https://x.com/riteshmjn/status/1994785870101271017) 2025-11-29T15:09Z 45.5K followers, 78.1K engagements "1/ Europe has a colonial mindset problem. For centuries it only knew how to rule never how to compete. That mindset still shapes its politics economics and even how it deals with the United States. 2/ After WW2 Europe outsourced its security to America. NATO kept Europe safe while Europeans built welfare states instead of armies. 3/ The U.S. effectively subsidized Europes comfort. European nations funded social programs while Washington paid the defense bill. 4/ Trump was the first U.S. president to call out this imbalance: Pay for your fair share. That demand exposed a deeper truth postwar" [X Link](https://x.com/riteshmjn/status/1996248541715665334) 2025-12-03T16:01Z 45.5K followers, 18.4K engagements "Indian assets are priced to perfection. they are not costly but neither are they cheap. The oxygen is actually X% inflation in India which is a sweet spot of neither too hot nor too cold. 6-7% real gdp + X% inflation is required for Indian equities to do well and continue to command higher valuation. when policy rates are XXX% and inflation is XXX% then real interest rates constrain economic activity and corporate profitability. Inflation can rise due to fiscal spending or inflation can rise due to monetary easing. Fiscal spending is constrained. RBI will have to step up and cut the rates." [X Link](https://x.com/riteshmjn/status/1996590804463398914) 2025-12-04T14:41Z 45.5K followers, 34.7K engagements "Global Macro Dashboard Stable Macro Conditions Tight Credit Spreads and Elevated Safe-Haven Demand" [X Link](https://x.com/riteshmjn/status/1996591697762115640) 2025-12-04T14:45Z 45.5K followers, 6168 engagements "RBI did what was required. Baton has passed from fiscal to monetary authorities in US and India. The onus of growth has also passed on to RBI as fiscal is constrained. Any signs of nominal gdp bouncing back to double digit will put a top in USD/INR" [X Link](https://x.com/riteshmjn/status/1996805085935104287) 2025-12-05T04:53Z 45.5K followers, 11.5K engagements "I never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. Davis Sachs tweeted the below photo FORD CEO vented his anger when he said that he has 5000 electrician jobs worth six figures but he cant find them. Most people still think of big tech as software apps and social media. But the real tech story of the next decade is physical: data centers power grids EVs and batteries rail ports and shipping fabs refineries and smelters All of them are: capex-heavy materials-intensive brutally energyhungry Thats where todays invisible" [X Link](https://x.com/riteshmjn/status/1995874688179077431) 2025-12-02T15:16Z 45.7K followers, 55.4K engagements "So you thought you had bargaining power over chips now they dont want your chips" [X Link](https://x.com/riteshmjn/status/1998387164506140879) 2025-12-09T13:40Z 45.7K followers, 19K engagements "Brilliant piece by @gave_vincent This also explains why we are massively underweight US" [X Link](https://x.com/riteshmjn/status/1998477205458850263) 2025-12-09T19:37Z 45.7K followers, 95.4K engagements "Michael Hartnett BofA The Best Trade Into 2026 Is Shorting Hyperscaler Bonds - the "Biggest Picture" observation of the past week was that peak easy financial conditions = trough credit spreads wider tech bond spreads and credit default swaps as cash insufficient to finance AI capex arms race = wider credit spreads. I.e. Trouble in Parade - the "mass ease of financial conditions boom for Wall St but cost of borrowing on Main St still unaffordable X% borrowing cost for US government X% for IG corporates vs. over X% for mortgages X% for small biz credit line X% for home equity loan XX% for used" [X Link](https://x.com/riteshmjn/status/1990106924826947973) 2025-11-16T17:17Z 45.6K followers, 6510 engagements "Must read INR depreciation is small price to pay for long term sovereignty" [X Link](https://x.com/riteshmjn/status/1996239440969089390) 2025-12-03T15:25Z 45.6K followers, 106.2K engagements "This is how sentiment gets reset. many people bought the previous breakout in silver above $XX. this led to massive euphoria reading which can be seen in the blue line representing Silver volatility index. Increase in vol reading led to massive liquidation event which did reset the sentiment silver has again quietly broken out above $XX but this time not accompanied by any rise in Volatility or euphoria.short term traders have completely forgotten about Silver. Please keep it that way" [X Link](https://x.com/riteshmjn/status/1993042326919561555) 2025-11-24T19:41Z 45.7K followers, 57K engagements "The image captures the shift from a prediction to policy reality: Washington is now openly using its diplomatic military and financial leverage to shape immigration and security choices across the Western alliance. 1/Hook A few months ago the call was US will run North America with an iron fist and even Canadian immigration will be vetted in Washington. Today State Department cables show American diplomats lobbying Europe Canada Australia and New Zealand to tighten migration in line with US priorities. 2/Control over allies NATO allies outsourced hard power to the US for decades" [X Link](https://x.com/riteshmjn/status/1994397872696295532) 2025-11-28T13:28Z 45.7K followers, 6738 engagements "Yup in fact this could be so successful that India itself will face shortage of semi skilled blue collar workers" [X Link](https://x.com/riteshmjn/status/1995332828578595158) 2025-12-01T03:23Z 45.7K followers, 145.2K engagements "My view on US if President Trump wins the elections. A trump win will be America first policy which will accelerate deglobalisation. It will push more countries to take care of their own security as US military umbrella will not be freely available. A trump presidency will be a transactional relationship. A trump presidency will undermine institutions especially Fed independence. Trump will want lower dollar lower rates and will erect massive trade and tariff barrier to protect American industry. Historically it is the responsibility of reserve currency to share its GDP and police world" [X Link](https://x.com/riteshmjn/status/1806667412596740191) 2024-06-28T12:34Z 45.7K followers, 373.4K engagements "Now i am upping it to $XX if it stays above 54" [X Link](https://x.com/riteshmjn/status/1995601259806818699) 2025-12-01T21:09Z 45.7K followers, 31.8K engagements "My interview with Neeraj bajpai recorded yesterday Summary Markets in Limbo: Nifty hits highs but portfolios bleed on narrow rally & low nominal GDP (8.5%); key events aheadSCOTUS tariffs (Dec 10) split Fed (Dec XX XX% cut odds no-cut risks 5-7% drop). Yen carry trade holds no JPY spike yet. Gold/Silver Boom: Central banks (BRICS/ME) buy secretly; $2B COMEX silver deliveries US strategic metal label. No Western retailIndia gold to institutions. Outlook: Gold $4K+ silver 2-3% of gold ($80-120) physical paper. India Fix & Bets: RBI cuts needed for inflation/growth (govt fiscal tight FII" [X Link](https://x.com/riteshmjn/status/1997006179831365758) 2025-12-05T18:12Z 45.7K followers, 41.9K engagements "Bond vigilantes are waking up today" [X Link](https://x.com/riteshmjn/status/1998008367713747239) 2025-12-08T12:34Z 45.7K followers, 12.5K engagements "Australia will be the first country in developed world which will start raising rates. If RBI does not heed to the warning from Aus XX year bond then bond yields will simply continue its upward journey cracking the overvalued . overpriced . Australian housing market. Canada is in the same boat. even if the Canadian economy weakens. BOC cannot cut rates because XX year bond yields will spike" [X Link](https://x.com/riteshmjn/status/1998613617428562272) 2025-12-10T04:39Z 45.7K followers, 25.1K engagements "@Money197112312 @PineTreeMacro silver + silver miners are X% of the portfolio but split into X different etfs" [X Link](https://x.com/riteshmjn/status/1998759316384596342) 2025-12-10T14:18Z 45.7K followers, XXX engagements "RBI meeting this week why a rate cut makes sense even as rupee slides 🧵 1/8 Falling IN has eyes on RBI to hold. Wrong call. India craves nominal GDP firepower or debt trap hits a developing economy hard. Real rates are sky-high too crushing inflation and soon real GDP. 2/8 Real growth at XXX% Solid. But nominals weak. Nominal GDP (real + inflation) fuels tax hauls earnings debt math. Lagging nominal squeezes budgets starves infra in a growth-hungry nation like India. 3/8 For developing countries nominal growth is rocket fuel. It scales jobs roads power escaping low-income traps without debt" [X Link](https://x.com/riteshmjn/status/1996046923833508164) 2025-12-03T02:40Z 45.7K followers, 41.2K engagements "I got this chart from few places today so thought about writing a twitter thread ( my views + Gavekal views) A tectonic shift in the global bond market 👇 1/ Chinas 10Y government bond yield now sits below the US 10Y Treasury German Bunds and even JGBs. On the surface it looks like: Is China becoming the safest place to park global money The reality is very different. 2/ First look at the chart. From 202122 Chinas 10Y yielded more than USTs Bunds JGBs. By 202425 its the lowest among major economies. Yields are a price. When that price collapses something big has changed in how the system" [X Link](https://x.com/riteshmjn/status/1996982833219621048) 2025-12-05T16:39Z 45.7K followers, 10.4K engagements "1/ Brilliant read: China wants to import nothing it believes it can make better & cheaper. It refuses dependence on foreigners for a day longer than necessary. 2/ Today China still buys semiconductors software aircraft and complex machinery. But like a resident doctor its learning to make these goods itself. 3/ Soon China will produce and export these high-tech products independently. 4/ Tesla employs 85000 workers but BYD has 125000 engineers. The US now mainly exports chips and soybeans to China. 5/ China is accumulating gold globally with its trade surplus. This signals a strategy:" [X Link](https://x.com/riteshmjn/status/1993902182324949206) 2025-11-27T04:38Z 45.7K followers, 336.6K engagements "Our factsheet is out. Below are top X holdings of @PineTreeMacro global macro fund. Commentary along with returns in the factsheet link in comments" [X Link](https://x.com/riteshmjn/status/1998749730654855285) 2025-12-10T13:40Z 45.7K followers, 4873 engagements "I would be presenting my global macro outlook at CFA society Mumbai on XX rd Dec. Link below" [X Link](https://x.com/riteshmjn/status/1998778844560433611) 2025-12-10T15:36Z 45.7K followers, 4628 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@riteshmjn Ritesh Jain
Ritesh Jain posts on X about india, countries, inflation, macro the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX -XX%
- X Month XXXXXXXXX -X%
- X Months XXXXXXXXXX +217%
- X Year XXXXXXXXXX +90%
Mentions: XX #
- X Week XX -XX%
- X Month XXX -XXXX%
- X Months XXX +89%
- X Year XXXXX +56%
Followers: XXXXXX #
- X Week XXXXXX +0.76%
- X Month XXXXXX +3.60%
- X Months XXXXXX +35%
- X Year XXXXXX +82%
CreatorRank: XXXXXXX #
Social Influence
Social category influence countries XXXXX% finance XXXXX% currencies XXX% automotive brands XXXX% social networks XXXX% technology brands XXXX%
Social topic influence india 7.41%, countries #1549, inflation #1475, macro #114, silver #1926, debt #1796, ai 3.7%, china #4104, link 3.7%, education XXXX%
Top accounts mentioned or mentioned by @rachit_arora26 @indextiger @tejuubhaiya @jaganmsna @monilshah2208 @money197112312 @pinetreemacro @thenavroopsingh @nifty_investor1 @mncslave @grok @retardretailer @aravind @gscapsf @indiacharts @1shankarsharma @gavevincent @ankitatiima @pilotinvestor7 @gingergarlicy
Top Social Posts
Top posts by engagements in the last XX hours
"That was an easy one. Every student which wants to study in X eyes country would know 👇👇👇name. You might not know but they are also the co- owner of IELTS brand. As per press release IDP Education a key player in international student placements and language testing is preparing for a tough fiscal 2025 with forecasts indicating a XX% drop in student placements and a XX% decrease in testing volumes. Shifts in policies across major countries have complicated enrollment and conversion processes affecting the company's financial predictions. My X cents The second derivative impact as per my"
X Link 2025-06-04T01:27Z 45.5K followers, 14K engagements
"With next 3-5 years Indias biggest export will be unskilled/ semi skilled blue collar workers. This will happen due to X reasons. X. Young people lose their life in a war and the countries need rebuilding after the war. X. Western countries demographic collapse which they were trying to compensate with unchecked immigration from countries which are not willing to assimilate in their culture. In those countries the demand will go up western countries have realized that the best blue collar workers force is Indian. Within 3-5 years the FX inflow from NRIs could easily reach 150-200 billion"
X Link 2025-09-28T18:14Z 45.5K followers, 242.8K engagements
"They have 3rd largest gold reserves on the planet but sadly it is not in under their ownership. ECB does not want to handover italys Gold to Italy claiming that it threatens the independence of ECB"
X Link 2025-11-29T15:09Z 45.5K followers, 78.1K engagements
"1/ Europe has a colonial mindset problem. For centuries it only knew how to rule never how to compete. That mindset still shapes its politics economics and even how it deals with the United States. 2/ After WW2 Europe outsourced its security to America. NATO kept Europe safe while Europeans built welfare states instead of armies. 3/ The U.S. effectively subsidized Europes comfort. European nations funded social programs while Washington paid the defense bill. 4/ Trump was the first U.S. president to call out this imbalance: Pay for your fair share. That demand exposed a deeper truth postwar"
X Link 2025-12-03T16:01Z 45.5K followers, 18.4K engagements
"Indian assets are priced to perfection. they are not costly but neither are they cheap. The oxygen is actually X% inflation in India which is a sweet spot of neither too hot nor too cold. 6-7% real gdp + X% inflation is required for Indian equities to do well and continue to command higher valuation. when policy rates are XXX% and inflation is XXX% then real interest rates constrain economic activity and corporate profitability. Inflation can rise due to fiscal spending or inflation can rise due to monetary easing. Fiscal spending is constrained. RBI will have to step up and cut the rates."
X Link 2025-12-04T14:41Z 45.5K followers, 34.7K engagements
"Global Macro Dashboard Stable Macro Conditions Tight Credit Spreads and Elevated Safe-Haven Demand"
X Link 2025-12-04T14:45Z 45.5K followers, 6168 engagements
"RBI did what was required. Baton has passed from fiscal to monetary authorities in US and India. The onus of growth has also passed on to RBI as fiscal is constrained. Any signs of nominal gdp bouncing back to double digit will put a top in USD/INR"
X Link 2025-12-05T04:53Z 45.5K followers, 11.5K engagements
"I never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. Davis Sachs tweeted the below photo FORD CEO vented his anger when he said that he has 5000 electrician jobs worth six figures but he cant find them. Most people still think of big tech as software apps and social media. But the real tech story of the next decade is physical: data centers power grids EVs and batteries rail ports and shipping fabs refineries and smelters All of them are: capex-heavy materials-intensive brutally energyhungry Thats where todays invisible"
X Link 2025-12-02T15:16Z 45.7K followers, 55.4K engagements
"So you thought you had bargaining power over chips now they dont want your chips"
X Link 2025-12-09T13:40Z 45.7K followers, 19K engagements
"Brilliant piece by @gave_vincent This also explains why we are massively underweight US"
X Link 2025-12-09T19:37Z 45.7K followers, 95.4K engagements
"Michael Hartnett BofA The Best Trade Into 2026 Is Shorting Hyperscaler Bonds - the "Biggest Picture" observation of the past week was that peak easy financial conditions = trough credit spreads wider tech bond spreads and credit default swaps as cash insufficient to finance AI capex arms race = wider credit spreads. I.e. Trouble in Parade - the "mass ease of financial conditions boom for Wall St but cost of borrowing on Main St still unaffordable X% borrowing cost for US government X% for IG corporates vs. over X% for mortgages X% for small biz credit line X% for home equity loan XX% for used"
X Link 2025-11-16T17:17Z 45.6K followers, 6510 engagements
"Must read INR depreciation is small price to pay for long term sovereignty"
X Link 2025-12-03T15:25Z 45.6K followers, 106.2K engagements
"This is how sentiment gets reset. many people bought the previous breakout in silver above $XX. this led to massive euphoria reading which can be seen in the blue line representing Silver volatility index. Increase in vol reading led to massive liquidation event which did reset the sentiment silver has again quietly broken out above $XX but this time not accompanied by any rise in Volatility or euphoria.short term traders have completely forgotten about Silver. Please keep it that way"
X Link 2025-11-24T19:41Z 45.7K followers, 57K engagements
"The image captures the shift from a prediction to policy reality: Washington is now openly using its diplomatic military and financial leverage to shape immigration and security choices across the Western alliance. 1/Hook A few months ago the call was US will run North America with an iron fist and even Canadian immigration will be vetted in Washington. Today State Department cables show American diplomats lobbying Europe Canada Australia and New Zealand to tighten migration in line with US priorities. 2/Control over allies NATO allies outsourced hard power to the US for decades"
X Link 2025-11-28T13:28Z 45.7K followers, 6738 engagements
"Yup in fact this could be so successful that India itself will face shortage of semi skilled blue collar workers"
X Link 2025-12-01T03:23Z 45.7K followers, 145.2K engagements
"My view on US if President Trump wins the elections. A trump win will be America first policy which will accelerate deglobalisation. It will push more countries to take care of their own security as US military umbrella will not be freely available. A trump presidency will be a transactional relationship. A trump presidency will undermine institutions especially Fed independence. Trump will want lower dollar lower rates and will erect massive trade and tariff barrier to protect American industry. Historically it is the responsibility of reserve currency to share its GDP and police world"
X Link 2024-06-28T12:34Z 45.7K followers, 373.4K engagements
"Now i am upping it to $XX if it stays above 54"
X Link 2025-12-01T21:09Z 45.7K followers, 31.8K engagements
"My interview with Neeraj bajpai recorded yesterday Summary Markets in Limbo: Nifty hits highs but portfolios bleed on narrow rally & low nominal GDP (8.5%); key events aheadSCOTUS tariffs (Dec 10) split Fed (Dec XX XX% cut odds no-cut risks 5-7% drop). Yen carry trade holds no JPY spike yet. Gold/Silver Boom: Central banks (BRICS/ME) buy secretly; $2B COMEX silver deliveries US strategic metal label. No Western retailIndia gold to institutions. Outlook: Gold $4K+ silver 2-3% of gold ($80-120) physical paper. India Fix & Bets: RBI cuts needed for inflation/growth (govt fiscal tight FII"
X Link 2025-12-05T18:12Z 45.7K followers, 41.9K engagements
"Bond vigilantes are waking up today"
X Link 2025-12-08T12:34Z 45.7K followers, 12.5K engagements
"Australia will be the first country in developed world which will start raising rates. If RBI does not heed to the warning from Aus XX year bond then bond yields will simply continue its upward journey cracking the overvalued . overpriced . Australian housing market. Canada is in the same boat. even if the Canadian economy weakens. BOC cannot cut rates because XX year bond yields will spike"
X Link 2025-12-10T04:39Z 45.7K followers, 25.1K engagements
"@Money197112312 @PineTreeMacro silver + silver miners are X% of the portfolio but split into X different etfs"
X Link 2025-12-10T14:18Z 45.7K followers, XXX engagements
"RBI meeting this week why a rate cut makes sense even as rupee slides 🧵 1/8 Falling IN has eyes on RBI to hold. Wrong call. India craves nominal GDP firepower or debt trap hits a developing economy hard. Real rates are sky-high too crushing inflation and soon real GDP. 2/8 Real growth at XXX% Solid. But nominals weak. Nominal GDP (real + inflation) fuels tax hauls earnings debt math. Lagging nominal squeezes budgets starves infra in a growth-hungry nation like India. 3/8 For developing countries nominal growth is rocket fuel. It scales jobs roads power escaping low-income traps without debt"
X Link 2025-12-03T02:40Z 45.7K followers, 41.2K engagements
"I got this chart from few places today so thought about writing a twitter thread ( my views + Gavekal views) A tectonic shift in the global bond market 👇 1/ Chinas 10Y government bond yield now sits below the US 10Y Treasury German Bunds and even JGBs. On the surface it looks like: Is China becoming the safest place to park global money The reality is very different. 2/ First look at the chart. From 202122 Chinas 10Y yielded more than USTs Bunds JGBs. By 202425 its the lowest among major economies. Yields are a price. When that price collapses something big has changed in how the system"
X Link 2025-12-05T16:39Z 45.7K followers, 10.4K engagements
"1/ Brilliant read: China wants to import nothing it believes it can make better & cheaper. It refuses dependence on foreigners for a day longer than necessary. 2/ Today China still buys semiconductors software aircraft and complex machinery. But like a resident doctor its learning to make these goods itself. 3/ Soon China will produce and export these high-tech products independently. 4/ Tesla employs 85000 workers but BYD has 125000 engineers. The US now mainly exports chips and soybeans to China. 5/ China is accumulating gold globally with its trade surplus. This signals a strategy:"
X Link 2025-11-27T04:38Z 45.7K followers, 336.6K engagements
"Our factsheet is out. Below are top X holdings of @PineTreeMacro global macro fund. Commentary along with returns in the factsheet link in comments"
X Link 2025-12-10T13:40Z 45.7K followers, 4873 engagements
"I would be presenting my global macro outlook at CFA society Mumbai on XX rd Dec. Link below"
X Link 2025-12-10T15:36Z 45.7K followers, 4628 engagements