# ![@riteshmjn Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2250245913.png) @riteshmjn Ritesh Jain

Ritesh Jain posts on X about gold, india, china, ai the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::2250245913/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2250245913/c:line/m:interactions.svg)

- [--] Week [-------] -59%
- [--] Month [---------] +65%
- [--] Months [----------] +168%
- [--] Year [----------] +257%

### Mentions: [--] [#](/creator/twitter::2250245913/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2250245913/c:line/m:posts_active.svg)

- [--] Week [--] -31%
- [--] Month [---] +66%
- [--] Months [---] +160%
- [--] Year [-----] +74%

### Followers: [------] [#](/creator/twitter::2250245913/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2250245913/c:line/m:followers.svg)

- [--] Week [------] +0.95%
- [--] Month [------] +11%
- [--] Months [------] +56%
- [--] Year [------] +108%

### CreatorRank: [------] [#](/creator/twitter::2250245913/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2250245913/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #2781 [countries](/list/countries)  34.38% [currencies](/list/currencies)  #1202 [stocks](/list/stocks)  4.69% [technology brands](/list/technology-brands)  4.69% [automotive brands](/list/automotive-brands)  3.91% [travel destinations](/list/travel-destinations)  3.91% [social networks](/list/social-networks)  2.34% [financial services](/list/financial-services)  0.78% [celebrities](/list/celebrities)  0.78%

**Social topic influence**
[gold](/topic/gold) #765, [india](/topic/india) 14.06%, [china](/topic/china) 10.16%, [ai](/topic/ai) #2543, [silver](/topic/silver) #2587, [money](/topic/money) 7.81%, [market](/topic/market) #479, [debt](/topic/debt) #123, [canada](/topic/canada) #1135, [if you](/topic/if-you) 5.47%

**Top accounts mentioned or mentioned by**
[@1shankarsharma](/creator/undefined) [@ankitcs397367](/creator/undefined) [@rdarora3](/creator/undefined) [@grok](/creator/undefined) [@gingergarlicy](/creator/undefined) [@pinetreemacro](/creator/undefined) [@lukegromen](/creator/undefined) [@spacecadet12321](/creator/undefined) [@imhiteshmodi](/creator/undefined) [@benrabidoux](/creator/undefined) [@mncslave](/creator/undefined) [@moraxgoldcoin](/creator/undefined) [@uttupaaji](/creator/undefined) [@convertbond](/creator/undefined) [@jackkjbd](/creator/undefined) [@indiacharts](/creator/undefined) [@raghavjajoo6](/creator/undefined) [@fintech_shark](/creator/undefined) [@divksoni](/creator/undefined) [@harrybuckles](/creator/undefined)

**Top assets mentioned**
[Microsoft Corp. (MSFT)](/topic/microsoft)
### Top Social Posts
Top posts by engagements in the last [--] hours

"BAJAJ FINANCE CEO ON AI IMPACT Al listened to [--] cr calls converted voice to text and gave us data. Text-to-data conversion happened for [---] lakh customers. As a result we generated [------] new offers for which we did not have information earlier. This capability did not exist in Q1 and Q2. It just got deployed. We'll be able to listen to [---] million calls next year. Loan disbursements through Al-powered call centres stood at about [----] cr that's 10% of the [-----] cr of disbursals in Q3FY26. Data from those calls led to another [---] cr of volumes. So this is just our first attempt Can you imagine"  
[X Link](https://x.com/riteshmjn/status/2021980613599957120)  2026-02-12T16:11Z 55.3K followers, 60.4K engagements


"Massive capital will be invested in power generation and grid connectivity #electrification"  
[X Link](https://x.com/riteshmjn/status/1788785968734240979)  2024-05-10T04:19Z 55.1K followers, 25.9K engagements


"Silver volatility index hit an all time highs on Friday expected to reach higher high today. [---] on silver volatility should become norm in this blow off phase"  
[X Link](https://x.com/riteshmjn/status/2005474323579183476)  2025-12-29T03:01Z 55K followers, 25.8K engagements


"Global macro outlook for [----]. Baton is getting passed on from equities to commodities hence commodities equities and currencies will outperform G-7 currencies and equities. Electrification and nuclear energy is getting ready for big upmove supported by govt policies. Gold could touch $5000 and silver could touch $100-$120 before pulling back sharply. Oil and natural gas could still surprise to the upside which will complicate the outlook for global bonds. India will get back to double digit nominal GDP this year helped by falling currency and supportive RBI which means small and midcap"  
[X Link](https://x.com/riteshmjn/status/2008214967888330993)  2026-01-05T16:32Z 55K followers, 97.4K engagements


"This is how US will control stable coins wallets. Now think of it. if instead of stable coins it was denominated in USD then US govt would not have known about it because as it is 40-50% of all USD in circulation are outside U.S. If you are going to export to US then get ready to get stable coins instead of USD in a bank account. if U.S. govt does not like your face or your name and you are the owner of that stable coins then US govt can just ask Tether or any other wallet to block you from using your wallet containing that coins. ( snippet via coin telegraph)"  
[X Link](https://x.com/riteshmjn/status/2011245442969858373)  2026-01-14T01:14Z 55.2K followers, 28.1K engagements


"Summary of my interview on geopolitics. https://open.substack.com/pub/pinetreemacroresearch/p/global-geopolitics-and-markets-explainedr=1ci9u&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/pinetreemacroresearch/p/global-geopolitics-and-markets-explainedr=1ci9u&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/riteshmjn/status/2012914844341543331)  2026-01-18T15:47Z 55.1K followers, 22.1K engagements


"US: 25% of global GDP yet 40% of global fiscal deficits and 65% of global market capneeding global savings more than ever. But govt action trigger selloffs: Equities dumped bonds sold DXY slides gold at ATHs. Global funds/pensions/SWFs still overweight US Ts & mega-tech stocks. The rotation out of US assets will be of epic proportions https://twitter.com/i/web/status/2013477065618829740 https://twitter.com/i/web/status/2013477065618829740"  
[X Link](https://x.com/riteshmjn/status/2013477065618829740)  2026-01-20T05:01Z 54.9K followers, 30K engagements


""Macro is very hard. If you can be right 60% of the time and press your bets when you have conviction you can do extremely well." - Stanley Druckenmiller We strive to operate by these principles in our macro work Full substack article with methodology in comment section"  
[X Link](https://x.com/riteshmjn/status/2015073080763384179)  2026-01-24T14:43Z 54.9K followers, 69K engagements


"Each time in human economic history has the transition happens from one to other currency - it has caused major disruption and multi decadal economic stagnation and (in fact) decline. In [----] we might be more sophisticated in handling economic malaise - but to say that dollar decline will be smooth would be foolhardy. However what scary is that IF I and YOU are even remotely correct - world would be so wrong it would be scary Collapse of reserve currency - even if gradual creates odd problems. Trade is harder and economic activity stalls. Its easy to say that UST is useless. but how do you"  
[X Link](https://x.com/riteshmjn/status/2015438915000529263)  2026-01-25T14:57Z 55K followers, 24.6K engagements


"Germany saw the largest number of startups ever founded in the country. [----] was a record-breaking year for new startup formations in Germany with nearly [----] companies established marking a significant increase driven largely by the boom in Artificial Intelligence and a revitalized investment climate even as Berlin leads in numbers and Bavaria sees major deep-tech growth. https://twitter.com/i/web/status/2015891482151194800 https://twitter.com/i/web/status/2015891482151194800"  
[X Link](https://x.com/riteshmjn/status/2015891482151194800)  2026-01-26T20:55Z 55K followers, 27.7K engagements


"Dollar index has broken down President Trump thinks that falling Dollar is great US treasury might do a joint intervention with BOJ to prop up Yen Vs USD Still you would find some Indian economists talking about falling value of Indian currency. Indian understood the value of Gold and Indian currency is falling Vs USD because Indians are converting their INR in Gold and that route goes through first buying USD with INR and then converting their USD into Gold. I still dont understand why falling USD is good but falling INR is not good especially if it falling due to Gold imports."  
[X Link](https://x.com/riteshmjn/status/2016507231890817107)  2026-01-28T13:42Z 55K followers, 58.9K engagements


"The only guy I know of . who got silver call right. Hats off to @Oliver_MSA . Here is his latest interview. must listen https://m.youtube.com/watchv=W6PVPsfNBjY&pp=ugUEEgJlbg%3D%3D https://m.youtube.com/watchv=W6PVPsfNBjY&pp=ugUEEgJlbg%3D%3D"  
[X Link](https://x.com/riteshmjn/status/2016560372661309681)  2026-01-28T17:13Z 54.9K followers, 100.4K engagements


"US National Security Alert: The US Debt Wall is Here Lower Rates NOW or Risk Catastrophe The chart below from GLI ( crossborder capital) Indices reveals the explosive growth in annual US debt rollovers surging from near-zero in [----] to over $5 trillion projected for [----]. This isnt just fiscal math; its a ticking time bomb for Americas security as a third of outstanding Treasury debt ($10 trillion) matures in [----] alone demanding refinancing at todays elevated rates. The Refinancing Tsunami Treasury must roll over $10T+ in maturing debt in [----] plus trillions more in new deficits potentially"  
[X Link](https://x.com/riteshmjn/status/2016566375620497439)  2026-01-28T17:37Z 55K followers, 46.7K engagements


"This is what I have in mind. "Gold will be so costly in the next [--] years that the retail public won't be able to afford it. It will only be with central banks; it will be so expensive" @riteshmjn (Mr Ritesh Jain). "Gold will be so costly in the next [--] years that the retail public won't be able to afford it. It will only be with central banks; it will be so expensive" @riteshmjn (Mr Ritesh Jain)"  
[X Link](https://x.com/riteshmjn/status/2016602542642516168)  2026-01-28T20:01Z 54.9K followers, 207.8K engagements


"1/The Byzantine Conundrum: Why People Stay Until the Walls Collapse Humans are meticulous about trivia and reckless about destiny. They will spend weeks comparing televisionspanel types refresh rates warranty clausesyet give little thought to their financial future the inevitability of old age or whether the system they rely on will still exist when they need it. Minor decisions invite obsessive analysis; major ones are quietly outsourced to belief. Belief is not a virtue. It is a cognitive sedative. It allows people to stop thinking while reassuring themselves that they are faithful"  
[X Link](https://x.com/riteshmjn/status/2017257713701650502)  2026-01-30T15:24Z 55K followers, 18.4K engagements


"2/Global trade stalls. Debt-servicing crises ripple outward. Japan buckles under its balance sheet. Europe faces food and energy stress. Emerging markets fracture. Even oil exporters panic gold vanishes from shelves and bailouts are sought. Indias GDP contracts; welfare promises evaporate; cities riot. In theory the world should already be running for the exitsdumping dollars building alternative settlement systems forging new trade alliances. In practice it is doing so slowly cautiously politely. Like the citizens of Constantinople the world knows the walls are weakeningbut is still calmly"  
[X Link](https://x.com/riteshmjn/status/2017257971559145622)  2026-01-30T15:25Z 55K followers, 24.7K engagements


"India is probably the only country ( outside of China which also had leverage over US)which stood its ground. It neither bowed down nor it engaged in petty politics of calling names. In a world of demographic collapse . India offers [--] important things which no other country on planet has to offer. [--]. A very large domestic consumption market [--]. A large pool of young educated semi skilled blue collar workers force. https://twitter.com/i/web/status/2018383694717919408 https://twitter.com/i/web/status/2018383694717919408"  
[X Link](https://x.com/riteshmjn/status/2018383694717919408)  2026-02-02T17:59Z 55K followers, 518.9K engagements


"INDA is closing 3% up in U.S. trading. I guess 1% can be attributed to INR strength tommorow and 2% to nifty opening with a gap"  
[X Link](https://x.com/riteshmjn/status/2018425955799445512)  2026-02-02T20:47Z 55K followers, 20.5K engagements


"Structural Limits of Bottom-Up Equity Investing A Case for Macro Investing Bottom-up equity investing assumes that careful security selection can consistently identify companies that outperform the broader market. Implicit in this belief is the idea that certain firms can grow faster than both real GDP and inflationthat is faster than nominal GDPover long periods of time. However markets are forward-looking. Stock prices already reflect expectations about future growth earnings and risk. For a stock to outperform the market it is therefore not sufficient for the underlying business to grow"  
[X Link](https://x.com/riteshmjn/status/2018674784171852218)  2026-02-03T13:15Z 54.9K followers, 15.5K engagements


"Microsoft is dead money for last [--] years"  
[X Link](https://x.com/riteshmjn/status/2018738593150439494)  2026-02-03T17:29Z 55.1K followers, 16K engagements


"Would you believe if I tell you that on [--] year basis. US industrials have beaten MAG7 etf Old economy picks and shovels blue collar worker in red New economy A/C offices free food white collar workers in Blue"  
[X Link](https://x.com/riteshmjn/status/2019082012083253286)  2026-02-04T16:13Z 55K followers, 23.6K engagements


"@web_vj Its like me saying that I will not take People with IT background as investor in my fund because they will redeem their investments as they lose their jobs 😂😂😂"  
[X Link](https://x.com/riteshmjn/status/2019104900165362119)  2026-02-04T17:44Z 54.9K followers, 12.2K engagements


"Yup and there is no point telling anybody about it. people are just not open to seeing what is coming for them. parents are still sending their kids to do useless degrees spending their hard-earned money or even taking student loans. nobody wants to go for trade skill college but people who are passing 12th grade this year are waiting for that "acceptance" letter from an elite university Thats an eye-opening statement. Many people will lose their well paid jobs. Bankers lawyers consultants accountants doctors designers architects engineers and others. AI will also lower salaries for those who"  
[X Link](https://x.com/riteshmjn/status/2019417971173490984)  2026-02-05T14:28Z 55.1K followers, 102.4K engagements


"Excellent read. https://t.co/A7l7ZZuUy3 https://t.co/A7l7ZZuUy3"  
[X Link](https://x.com/riteshmjn/status/2019504481558491434)  2026-02-05T20:12Z 55K followers, 40.2K engagements


"Just listen to this They can bring any country down by simply tightening the flow of Dollar Liquidity. Countries would be burning mid night oil to desolate their economy with Russia and China quite successful in achieving this outcome. U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage in the country. It came to a swift conclusion. I would say the culmination came in December when one of the largest banks in Iran went under after a bank run. The central bank had to print money. The https://t.co/l0eAjPT5Ky U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage"  
[X Link](https://x.com/riteshmjn/status/2019558461747728883)  2026-02-05T23:47Z 54.9K followers, [----] engagements


"Excellent piece https://open.substack.com/pub/russellgclark/p/gold-and-bitcoin-1bcr=1ci9u&utm_medium=ios&shareImageVariant=overlay https://open.substack.com/pub/russellgclark/p/gold-and-bitcoin-1bcr=1ci9u&utm_medium=ios&shareImageVariant=overlay"  
[X Link](https://x.com/riteshmjn/status/2019768809796612586)  2026-02-06T13:43Z 55K followers, 10.5K engagements


"This 👇👇👇needs to be understood. The OBBB is pumping the biggest fiscal stimmy since Covid checks ahead of midterms and now youre bearish after a huge degrossing and leveraged ETF forced liquidation The OBBB is pumping the biggest fiscal stimmy since Covid checks ahead of midterms and now youre bearish after a huge degrossing and leveraged ETF forced liquidation"  
[X Link](https://x.com/riteshmjn/status/2019804913795285098)  2026-02-06T16:06Z 55K followers, 10.1K engagements


"Gen Z has been dealt with a bad hand"  
[X Link](https://x.com/riteshmjn/status/2019833872251515198)  2026-02-06T18:01Z 55K followers, 22.2K engagements


"So I personally know of [--] persons in Canada who went for marriage back to India and the marriage turned out to be fraud. Being anNRI they were thought of as golden goose and they had to pay off a significant sum so that cases were dropped against them. It takes time for a person to get visa for his spouse so they dont accompany the boy immediately after marriage. the bride then files a case in India against harassment. Even the lawyers told these boys to just payoff and not come to India till the cases are not dropped. This is full scale industry in India."  
[X Link](https://x.com/riteshmjn/status/2019837561179631779)  2026-02-06T18:16Z 55K followers, [---] engagements


"Old economy is back"  
[X Link](https://x.com/riteshmjn/status/2019858049310277887)  2026-02-06T19:37Z 55.1K followers, 10.7K engagements


"never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD CEO vented his frustation when he said that he has [----] electrician jobs worth six figures but he cant find them. Same thing is true in India also but we have an Indian mind set problem about blue collar work. anyways I dont know why I digress from main topic. Most people still think of big tech as software apps and social media. But the real tech story of the"  
[X Link](https://x.com/riteshmjn/status/2019858602979401741)  2026-02-06T19:39Z 55K followers, [---] engagements


"And here it is. Expect massive inbound M&A from India. Yup. India Canada are natural partners. India Canada relationship will be more important that India US relationship. Expect massive inbound M&A from Indian companies looking to buy Canadian assets. https://t.co/OkyjyyffNO Yup. India Canada are natural partners. India Canada relationship will be more important that India US relationship. Expect massive inbound M&A from Indian companies looking to buy Canadian assets. https://t.co/OkyjyyffNO"  
[X Link](https://x.com/riteshmjn/status/2019955663884153179)  2026-02-07T02:05Z 55.1K followers, 16.2K engagements


"Read the 4th from the bottom Low crime real estate prices will rise and High crime real estate prices will collapse. The [--] BIGGEST Losers in Canada as of January [----] Avg Res Price Drops from Peak Oakville -$533K (-29%) Vaughan -$532 (-34%) Markham -$462K (-30%) Brampton -$475K (-35%) Durham -413K (-33%) The [--] BIGGEST Losers in Canada as of January [----] Avg Res Price Drops from Peak Oakville -$533K (-29%) Vaughan -$532 (-34%) Markham -$462K (-30%) Brampton -$475K (-35%) Durham -413K (-33%)"  
[X Link](https://x.com/riteshmjn/status/2020136379498303953)  2026-02-07T14:03Z 55.1K followers, 22.1K engagements


"@Uttupaaji US is a service economy which means the electricity needs and grid doesnt need to be as strong as what a mfg economy has . so now you want to reindustrialise and then grid is not made for heavy duty"  
[X Link](https://x.com/riteshmjn/status/2020243412172345414)  2026-02-07T21:08Z 55K followers, [---] engagements


"With next 3-5 years Indias biggest export will be unskilled/ semi skilled blue collar workers. This will happen due to [--] reasons. [--]. Young people lose their life in a war and the countries need rebuilding after the war. [--]. 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 55.2K followers, 248K engagements


"You might be taking on your ego that INR continues to depreciate against USD. This is the news headline from Reuters India's September gold silver imports nearly double despite record prices sources say My [--] cents There is nothing to get worried about think of it this way . Indians are shorting USD via INR to go long Gold. I mean what is wrong in that. An average Indian is becoming rich everyday . short INR short USD . long Gold"  
[X Link](https://x.com/riteshmjn/status/1975893555219661125)  2025-10-08T11:58Z 55.3K followers, 105.2K engagements


"They hiked by 25bp and yen depreciates. carry trade is safe for now. You can move on to the next worries. Just remember that for carry trade do unwind. Yen needs to appreciate not depreciate. Till then it is just fear mongering https://t.co/UBXG4bAhkp Just remember that for carry trade do unwind. Yen needs to appreciate not depreciate. Till then it is just fear mongering https://t.co/UBXG4bAhkp"  
[X Link](https://x.com/riteshmjn/status/2001858476876898784)  2025-12-19T03:33Z 55.3K followers, 49.6K engagements


"Between 20-30% of coca cola sales come from Food Stamps. JUST IN: US Health Secretary RFK Jr. says food stamps will no longer be allowed to be used on sugar and soda JUST IN: US Health Secretary RFK Jr. says food stamps will no longer be allowed to be used on sugar and soda"  
[X Link](https://x.com/riteshmjn/status/2010418588818305428)  2026-01-11T18:28Z 55.3K followers, 380.6K engagements


"Brilliant paper by @TheMichaelEvery "  
[X Link](https://x.com/riteshmjn/status/2014731565377749447)  2026-01-23T16:06Z 55.2K followers, 12.1K engagements


"India bought Russian oil Europe bought Russian oil Europe complained to US that India is buying Russian oil US put tariffs and strained relations with India but Europe never put unilateral tariff on India. India continued to buy Russian oil Europe continued to buy Russian oil India and Europe finalise FTA US scores a self goal. The EU and India have agreed to a landmark trade deal cutting tariffs on nearly all goods as both move to hedge against Trumps tariffs. @Alisha2494 explains https://t.co/lTaMVYZXtK https://t.co/3Mkc2pYAN6 The EU and India have agreed to a landmark trade deal cutting"  
[X Link](https://x.com/riteshmjn/status/2016182315958018119)  2026-01-27T16:11Z 55.2K followers, 350.6K engagements


"Software is straight up in Armaggedon btw prime desks all saying no one wants to own this unlike anything they've ever seen According to a friend of mine who a tech analyst I think a few VC funds are probably going to $0 for sure this time"  
[X Link](https://x.com/riteshmjn/status/2016950977790980281)  2026-01-29T19:06Z 55.3K followers, 16.4K engagements


"There is a saying India will become obese before it becomes rich And China will become old before it becomes rich. Both becoming reality But you have to give it to private equity which saw this phenomenon much in advance and invested/ bought our the major part of Indian medical ecosystem. There are [--] industries in which private equity/ venture capital funding is very easy to get in India. [--]. The industry which makes consumption easy [--]. The medical industry which treats people who become sick. https://www.indiaspend.com/health/9-in-10-indians-do-not-exercise-977727#google_vignette"  
[X Link](https://x.com/riteshmjn/status/2018900776492380363)  2026-02-04T04:13Z 55.3K followers, 85.6K engagements


"What Can Warsh Do By Vikas Sehgal Lets skip the complex math the sacred economic texts and the chanting about repo facilities. This is basic arithmetic. It doesnt care who the Fed Chair is. The U.S. economy is roughly a $30 trillion machine carrying about $38 trillion in debt. That debt grows by close to $2 trillion every year automatically. Interest payments are now approaching $1 trillion annually and compounding at [----] percent a year. Thats impressive growthjust not the kind anyone should be celebrating. At this point asking what Kevin Warsh will do is like asking which button the"  
[X Link](https://x.com/riteshmjn/status/2019046245747355876)  2026-02-04T13:51Z 55.3K followers, 78.4K engagements


"Indias public spending capex for 2026-2027 is estimated at USD $147 Billion Alphabet total capex for [----] is estimated at USD $175- $185 billion"  
[X Link](https://x.com/riteshmjn/status/2019181331432059060)  2026-02-04T22:48Z 55.2K followers, 127K engagements


"I think if you study boring yield curve movements you can actually be a better investor. As Lisa Abramowicz writes in Bloomberg While everyone focuses on ruptures in tech the US yield curve has steadily steepened. The gap between [--] and 10-year yields is now the widest going back to January [----]. Dont shoot the messenger but In past episodes similar patterns deep negative readings followed by a relief rally back above zero have preceded recessions with a lead time of roughly [---] months as broader leading indices and yieldcurve models confirm rising risk. Although just to be clear. in my mind I"  
[X Link](https://x.com/riteshmjn/status/2019413821262295220)  2026-02-05T14:12Z 55.2K followers, 15.3K engagements


"Quote of the day In [----] the alpha belongs to those who understand that markets trade on emotion but settle on physics. Energy throughput and constraint determine outcomes after sentiment has exhausted itself. by @ctindale"  
[X Link](https://x.com/riteshmjn/status/2019452750115803222)  2026-02-05T16:47Z 55.3K followers, [----] engagements


"Just listen to this They can bring any country down by simply tightening the flow of Dollar Liquidity. Countries would be burning mid night oil to isolate their economy with Russia and China quite successful in achieving this outcome. U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage in the country. It came to a swift conclusion. I would say the culmination came in December when one of the largest banks in Iran went under after a bank run. The central bank had to print money. The https://t.co/l0eAjPT5Ky U.S. Treasury Secretary Bessent on Iran: We created a dollar shortage"  
[X Link](https://x.com/riteshmjn/status/2019569729393029207)  2026-02-06T00:31Z 55.2K followers, 43.4K engagements


"Masterclass in global LIQUIDITY cycle. The Next Commodity Boom Is Forming Heres What You Need to Know Michael Howell - YouTube https://www.youtube.com/watchv=MtYB_8v1Fx8 https://www.youtube.com/watchv=MtYB_8v1Fx8"  
[X Link](https://x.com/riteshmjn/status/2019855015519895634)  2026-02-06T19:25Z 55.2K followers, 27.4K 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. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD CEO vented his frustation when he said that he has [----] electrician jobs worth six figures but he cant find them. Same thing is true in India also but we have an Indian mind set problem about blue collar work. anyways I dont know why I digress from main topic. Most people still think of big tech as software apps and social media. But the real tech story of"  
[X Link](https://x.com/riteshmjn/status/2019859214643130671)  2026-02-06T19:42Z 55.3K followers, 128.7K engagements


"Just keep this template of where to invest in this Brave new world I never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD CEO vented his frustation when https://t.co/Ji0nhs6XCe I never invested in tech or AI boom directly but you know me I look at everything from the point of picks and shovels. I dont care which AI model is the winner but all will spend on compute power. David Sachs tweeted the below photo FORD"  
[X Link](https://x.com/riteshmjn/status/2020133003305873451)  2026-02-07T13:50Z 55.3K followers, 48.4K engagements


"Michael Hartnett BofA Slumdog Billionaires As of the start of [----] the Sell signal had been triggered as it stood at a "very bullish [---] as outflows from tech stocks & EM debt offset by very strong global equity breadth (98% of country indices above 200dma) super-low BofA Global FMS cash positions (record low 3.3%) hedge funds adding to S&P [---] longs via futures." This is how the indicator rose to its highest level sinc 2018: [---] on Dec 17th [---] on Dec 24th [---] on Dec 31st. (incidentally in the latest week the Bull/Bear index rose from [---] to a stunning 9.6- the highest since Mar'06 on strong"  
[X Link](https://x.com/riteshmjn/status/2020507653265584335)  2026-02-08T14:38Z 55.2K followers, 16.7K engagements


"Most people dont understand the significance. US is reindustrialising via Japan"  
[X Link](https://x.com/riteshmjn/status/2020519597687046612)  2026-02-08T15:26Z 55.2K followers, 29.3K engagements


"Listen to Treasury secy and then look at 👇👇👇chart. Investing is simple in this Brave new world. just follow the govt. Treasury Sec. Scott Bessent: A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." Very true The world is learning. https://t.co/mQJRIHHQwL Treasury Sec. Scott Bessent: A country does not have sovereignty if we don't have control of our critical minerals don't have control of our steel production and our industrial base." Very true The world is learning."  
[X Link](https://x.com/riteshmjn/status/2020634928178995703)  2026-02-08T23:04Z 55.2K followers, 14.3K engagements


"When empires rot the smart money buys the circuses. In Rome it was the Coliseum. Today its the NFL IPL and global sports leagues. NFL teams now average valuations in the midsingledigit billions with many compounding faster than the S&P as media rights merchandising and global fandom explode. The IPL alone is a roughly $18.5B asset still growing doubledigits annually on the back of media deals and fan engagement. While the crowd gets bread and entertainment capital quietly compounds in the franchises that sell it. Thats not just social commentary its an investment theme"  
[X Link](https://x.com/riteshmjn/status/2020686036880564509)  2026-02-09T02:27Z 55.2K followers, 36.6K engagements


"There is one Global research house which has nailed this post covid cycle. The only issue is that subscription is not cheap. Serious investors can contact @sahilnandu"  
[X Link](https://x.com/riteshmjn/status/2020893972659585042)  2026-02-09T16:14Z 55.3K followers, 30.9K engagements


"The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a long chat with an SME owner based in Canada his business mainly supplies to the US. His recent observations were fascinating and could hint at a shift few market participants are positioned for. 2/ According to him: The Rust Belt is coming back. Industry is quietly moving back home. Local workers who still understand how to run a factory floor rare skill set today have started getting work. January saw a sharp uptick in orders and activity after a sluggish Nov/Dec. 3/ This got me thinking. If industrial activity really is"  
[X Link](https://x.com/riteshmjn/status/2021294742026498483)  2026-02-10T18:46Z 55.2K followers, 37.6K engagements


"@1shankarsharma Gold will come back as neutral reserve asset to balance next trade settlement balances"  
[X Link](https://x.com/riteshmjn/status/2021577424798883986)  2026-02-11T13:29Z 55.3K followers, [----] engagements


"China showed what happens when deposit yields are crushed: households quietly walked out of the banking system and into gold. India is now starting the same journey as RBI cuts ripple through SBI and HDFC fixeddeposit rates turning postinflation real returns close to zero. 1/ When a country kills the return on deposits savers dont argue on TV panelsthey just move their money. China did this a decade ago and households quietly shifted from bank deposits into gold and property. 2/ India is now entering the same phase. RBI has started cutting banks are trimming FD rates and for many households"  
[X Link](https://x.com/riteshmjn/status/2004400559173128646)  2025-12-26T03:55Z 55.3K followers, 71.4K engagements


"This is a brilliant must-read article. People focus on what India is not doing right . but this article tells you a different picture. country with cheap and reliable electricity is the winner in this "Brave new world". India might not be next China but on electricity generation it is close to China Indias electrotech fast-track: where China built on coal India is building on sun Ember"  
[X Link](https://x.com/riteshmjn/status/2021613666442129786)  2026-02-11T15:53Z 55.3K followers, 39.3K engagements


"Some more color The turnaround is happening slowly cautiously and methodically. The heartland and the rust belt of the USA is leading this charge and it is mostly the small and mid-sized companies who have adopted to the new reality who are winning. The big guys just can't pivot so quickly. The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a long chat with an SME owner based in Canada his business mainly supplies to the US. His recent observations were fascinating and could hint at a shift few market participants are positioned for. 2/ According to The Rust Belt Revival and the"  
[X Link](https://x.com/riteshmjn/status/2021617788083937427)  2026-02-11T16:10Z 55.3K followers, 22.7K engagements


"The market might be shifting from a debasement trade to a debt deflation trade. Rising fears that AI could trigger major unemployment consumer delinquencies and business failures. If gold the USD and Treasury prices starts rally together the debasement phase may be over for now. https://twitter.com/i/web/status/2022010174949798132 https://twitter.com/i/web/status/2022010174949798132"  
[X Link](https://x.com/riteshmjn/status/2022010174949798132)  2026-02-12T18:09Z 55.3K followers, 44.9K engagements


"Interesting chart via @Convertbond"  
[X Link](https://x.com/riteshmjn/status/2022313939611365423)  2026-02-13T14:16Z 55.3K followers, [----] engagements


"Exactly they are just too indebted to take care of the world. They dont want to carry the burden of those who cannot take care of themselves Again I would repeat fiscal spending will blow out in Europe Japan South Korea Taiwan and Canada equities love the smell of blowout fiscal spending you just need to control the bond market. And that is why immigration will come to standstill in countries who wants to ally with America. WE IN AMERICA HAVE NO INTEREST IN BEING POLITE AND ORDERLY CARETAKERS OF THE WESTS MANAGED DECLINE https://t.co/b0A1n8FANs WE IN AMERICA HAVE NO INTEREST IN BEING POLITE"  
[X Link](https://x.com/riteshmjn/status/2022682256784200017)  2026-02-14T14:40Z 55.3K followers, 12.6K 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 55.3K followers, 568.1K engagements


"This is not about India. This is about indebted empire . The empire wants others to pay for its debt. Between 2005-2025 US total debt has gone from $5T to $37T but nobody knows what US got in return for that debt except never ending wars. Now the empire also knows that world has stopped recycling its surplus in U.S. treasuries so it wants ROW to pay in the form of Tariffs ( for access to U.S. markets) It tried the same thing with China but China just refused to send Rare earth magnets to US and the truce between US and China is extended in reality U.S. has no card to play against China till"  
[X Link](https://x.com/riteshmjn/status/1950554607622795304)  2025-07-30T13:50Z 55.3K followers, 254K engagements


"*Why don't Japanese people invite Indians to their homes* An Indian who had been living in Japan for more than a year noticed something strange: his Japanese friends were polite and helpful yet none of them ever invited him to their home not even for a cup of tea. Confused and hurt he finally asked one Japanese friend why this was so. After a long silence the friend replied "We are taught Indian history not for inspiration but as a warning." The Indian astonished asked "A warning Indian history is taught as a warning Please explain why." The Japanese friend asked "How many English ruled"  
[X Link](https://x.com/riteshmjn/status/1982207536578359594)  2025-10-25T22:07Z 55.3K followers, 682.2K engagements


"Nothing stops this train. https://www.msn.com/en-in/money/topstories/all-indebted-empires-end-this-way-economist-says-trump-s-tariff-is-about-covering-up-37-tn-debt/ar-AA1JDE7Rocid=finance-verthp-feeds https://www.msn.com/en-in/money/topstories/all-indebted-empires-end-this-way-economist-says-trump-s-tariff-is-about-covering-up-37-tn-debt/ar-AA1JDE7Rocid=finance-verthp-feeds"  
[X Link](https://x.com/riteshmjn/status/1994079685144399923)  2025-11-27T16:23Z 55.3K followers, 20.6K engagements


"Chinese companies are moving from capex to buybacks US companies are moving from buybacks to Capex Chinese liquidity is set to move from real economy to financial markets US liquidity is set to move from financial markets to real economy. But US is currently 65% of global market cap but only 25% of global GDP China is 18-20% of global GDP but less than 10% of global market cap. https://twitter.com/i/web/status/2009682769597833256 https://twitter.com/i/web/status/2009682769597833256"  
[X Link](https://x.com/riteshmjn/status/2009682769597833256)  2026-01-09T17:44Z 55.3K followers, 109.9K engagements


"Excellent read. https://t.co/aPcuRpjaSf https://t.co/aPcuRpjaSf"  
[X Link](https://x.com/riteshmjn/status/2018898927958040784)  2026-02-04T04:06Z 55.3K followers, 408.9K engagements


"Excellent point. the difference between China Japan South Korea and India. only if you read kiretsu or chaebol way of development you will realize that India is just borrowing ideas from these countries and they have been successful in implementing and growing their way out of middle-income trap. (snippet courtesy Macro strategy partnership) https://twitter.com/i/web/status/2019456338125029448 https://twitter.com/i/web/status/2019456338125029448"  
[X Link](https://x.com/riteshmjn/status/2019456338125029448)  2026-02-05T17:01Z 55.3K followers, 20.1K engagements


"Via BOFA The $2tn crypto market cap loss since Oct=10% of US consumer spend so the economy will be badly hit in the coming months. My [--] cents Just for info 14% to 30% of all US adults own cryptos. Americans are asset owner if assets falls then consumer spending falls. if consumer spending falls then economy will go into recession . if economy goes into recession then US fiscal deficit will blow out to double digits ( from currently 7%) and republicans will definitely lose mid terms. if they lose mid terms then President Trump will be the lame duck president for rest of his tenure and chances"  
[X Link](https://x.com/riteshmjn/status/2020513574070968788)  2026-02-08T15:02Z 55.3K followers, [----] engagements


"Must read Myrmikan_Research_2026_02_09.pdf"  
[X Link](https://x.com/riteshmjn/status/2020896705936494986)  2026-02-09T16:24Z 55.3K followers, 27K engagements


"I bet Indian investors who want exposure to US stocks are not aware of it. "Stocks outside the USA have outperformed QQQ since Q2 [----]. ( via @Convertbond )"  
[X Link](https://x.com/riteshmjn/status/2021226674377912782)  2026-02-10T14:16Z 55.3K followers, 22.1K engagements


"US markets is tech heavy thats why US is underperforming But I guess every investor like to invest based on rear view mirror theory thats why Indian mutual funds have massive AUM in US FOF. What will happen when money starts stampeding out of US markets. The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a long chat with an SME owner based in Canada his business mainly supplies to the US. His recent observations were fascinating and could hint at a shift few market participants are positioned for. 2/ According to The Rust Belt Revival and the Real Economys Comeback 🏭 1/ Had a"  
[X Link](https://x.com/riteshmjn/status/2021582999389716952)  2026-02-11T13:52Z 55.3K followers, [----] engagements


"Some more color Hyundai (#1 trailer mfg by volume in us market) moving part of production from Mexico into Joliet IL. Taking over the old Caterpillar plant Some more color The turnaround is happening slowly cautiously and methodically. The heartland and the rust belt of the USA is leading this charge and it is mostly the small and mid-sized companies who have adopted to the new reality who are winning. The big guys just can't Some more color The turnaround is happening slowly cautiously and methodically. The heartland and the rust belt of the USA is leading this charge and it is mostly the"  
[X Link](https://x.com/riteshmjn/status/2021705577634967769)  2026-02-11T21:59Z 55.3K followers, 11.4K engagements


"Ritesh Jain on Global Macro Investing Liquidity Cycles and the Shift Beyond US Mega Caps In this in-depth and interactive session with the Ionic Wealth (by Angel One) team I outlined the philosophy macro framework and portfolio architecture behind my global macro strategy at Pinetree Macro. The conversation explores how liquidity cycles central bank balance sheets and structural capital flows influence asset prices across equities commodities currencies and bonds and why the current environment may mark a transition into a new inflationary regime. Key Themes Covered in the Discussion: What Is"  
[X Link](https://x.com/riteshmjn/status/2021949355180405153)  2026-02-12T14:07Z 55.3K followers, 14.4K engagements


"Market jitters seem tied to fears that AI disruption is accelerating. Sectors most exposed to AI risk are getting hit hard brutal selling across the board. Flight to safety showing up in bonds too. Sell first think later"  
[X Link](https://x.com/riteshmjn/status/2021993422618603664)  2026-02-12T17:02Z 55.3K followers, 15.8K engagements


"@JackKJBD Shouldnt Russian equities have rallied on that news"  
[X Link](https://x.com/riteshmjn/status/2022011411787096121)  2026-02-12T18:14Z 55.3K followers, [----] engagements


"If youre a white-collar worker think twice before quitting now: quiet hiring freezes are creeping into services as management watches sector after sector get sold off. Firms wont announce freezes theyll just stop backfilling roles and quietly flag those who resist adopting AI and those will be the first out"  
[X Link](https://x.com/riteshmjn/status/2022143757957960007)  2026-02-13T03:00Z 55.3K followers, 36.7K engagements


"@indiacharts Rohit this time US debt to gdp is 130% and Gold as acting like a neutral reserve asset. Lets see . if US [--] year breaks 4% then I am just struggling with the regime deflationary bust"  
[X Link](https://x.com/riteshmjn/status/2022145739087131098)  2026-02-13T03:08Z 55.3K followers, [----] engagements


"These days people react first and then think later that also not all of them. Pretty crazy if this was all made up https://t.co/S0yOz55aid Pretty crazy if this was all made up https://t.co/S0yOz55aid"  
[X Link](https://x.com/riteshmjn/status/2022166696392634507)  2026-02-13T04:31Z 55.3K followers, 14K engagements


"@1shankarsharma Nope it is gold in govt hands . yes HH India would benefit but if wouldnt it benefit govt"  
[X Link](https://x.com/riteshmjn/status/2022304643297288252)  2026-02-13T13:39Z 55.3K followers, [---] engagements


""There's like a rotation from software into hardware. It's possible all the value accrues to the chips and the energy and then software is all open source." -- Marc Andreessen"  
[X Link](https://x.com/riteshmjn/status/2022312981447815548)  2026-02-13T14:12Z 55.3K followers, [----] engagements


"*Takeaways from Vishal Sikka interview* [--]. *Disruption is Real but Gradual* - While the application of generative AI to knowledge work is a "real" disruption that is "here" large enterprises are like "civilizations" or "countries"; their complexity means adoption takes significant time. [--]. *The Gap Between Potential & Reality* - Addressing fears of immediate price deflation Sikka notes there is a "gap" between the potential of AI and the "actual reality of creating an enterprise-ready offering". Whether it hits a particular project or quarter "depends on the nature of the situation" and for"  
[X Link](https://x.com/riteshmjn/status/2022329872648188101)  2026-02-13T15:19Z 55.3K followers, 29.9K engagements


"This is why US tech is under pressure. Mind you it has nothing to do with these companies profitability or any change in outlook. It is all about capital flows wherever capital moves out from. results in contracting multiples and wherever capital moves in . results in expanding multiples. Earnings never alone drive a stock capital flows are equally important driver of asset returns. BofA Private Clients: Magnificent [--] stocks = 16% of AUM international stocks = 4% Treasuries = 4% gold = 0.6% BofA Private Clients: Magnificent [--] stocks = 16% of AUM international stocks = 4% Treasuries = 4% gold"  
[X Link](https://x.com/riteshmjn/status/2022411805604405590)  2026-02-13T20:45Z 55.3K followers, 28K engagements


"@RaghavJajoo6 Look at gold and silver volatity . too many people still trying to do bottom fishing"  
[X Link](https://x.com/riteshmjn/status/2022416367379730845)  2026-02-13T21:03Z 55.3K followers, [----] engagements


"Goldman Sachs today in a note published on 13th feb. Let's Get Physical Goldman Sees Rotation From 'Financial Assets' To 'Real' Economy Below is the slide from my [--] months old presentation"  
[X Link](https://x.com/riteshmjn/status/2022482802634297732)  2026-02-14T01:27Z 55.3K followers, 16.1K engagements


"What I saw couple of days back is what exactly @LukeGromen is writing in this week FFTT. We could easily see a sudden deflation trade before ultimate debasement trade The market might be shifting from a debasement trade to a debt deflation trade. Rising fears that AI could trigger major unemployment consumer delinquencies and business failures. If gold the USD and Treasury prices starts rally together the debasement phase may be over The market might be shifting from a debasement trade to a debt deflation trade. Rising fears that AI could trigger major unemployment consumer delinquencies and"  
[X Link](https://x.com/riteshmjn/status/2022689686322594144)  2026-02-14T15:09Z 55.3K followers, 11.9K engagements


"Here we go. Anything above 5% will start creating panic among US policy makers. If US equity markets fall then tax collections will start falling with a lag effect and then deficit will rise rising deficit will again lead to rising long bond yield classic EM disease"  
[X Link](https://x.com/riteshmjn/status/1962830962351349764)  2025-09-02T10:52Z 55.2K followers, 56.1K engagements


"At $5000 the market value of gold with households in India will be more than the market cap of entire Indian equity markets. This also means that incremental prosperity will be in semi urban/ rural households who did not change their saving patterns to financial assets from real assets. Chart courtesy @Sorenthek"  
[X Link](https://x.com/anyuser/status/1964403608167854299)  2025-09-06T19:01Z 55.2K followers, 45.5K engagements


"This is important to understand. BRICS not only hold GOLD but also is largest producer of GOLD on planet. western world Central Banks (except US) sold their GOLD to BRICS over last [--] years. Western world added too much debt after COVID. They now need to inflate away their debt but don't want to do it against GOLD because they don't own enough GOLD and it will make BRICS more powerful. HENCE STABLECOINS. I firmly believe the world will have [--] monetary systems in next [--] years. [--]. backed by stablecoins available to US allies who will also have US military umbrella [--]. one for non-US with GOLD s"  
[X Link](https://x.com/riteshmjn/status/1965398535752614097)  2025-09-09T12:55Z 55.2K followers, 48.2K engagements


"Russia started buying Gold in [----] and plane has been leaving Zurich almost every month with physical gold China has bought more than [-----] tonnes of gold in last [--] years and they have lost only [----] tonnes of gold via Shanghai metal exchange China has more gold than US govt and there are doubts that US treasury has that kind of gold in vaults Metals is moving from NY gold vaults to private gold vaults in U.S. Now physical silver is in significant demand Saudi Arabia ia heading for a financial crisis in next 4-5 years and it will envelope entire Middle East There is a very high chance that"  
[X Link](https://x.com/riteshmjn/status/1966186936500105502)  2025-09-11T17:07Z 55.2K followers, 281.3K engagements


"Wisdom tree has launched an Asia defence etf. Look at the Allocations. Lets visualise if this etf gets traction and gets to couple of billion dollars in AUM from global investors it would mean $1B in Indian defence stocks. Always follow the money"  
[X Link](https://x.com/riteshmjn/status/1966566537873199340)  2025-09-12T18:16Z 55.2K followers, 71.3K engagements


"This problem is totally out of syllabus . In last nine months Thai Baht is up 9% vs USD because gold prices have gone up what is the correlation Thailand mines Gold and then exports Gold. Thailand gold exports are up 70% from previous year leading to Thai baht appreciating significantly against USD. This is leading to negative impact on tourism which is a very large industry. Indian rupee has depreciated almost 15-20% vs Thai Baht in last [--] months thats why tourist from Kolkatta are turning toward Vietnam this Durga pooja. https://twitter.com/i/web/status/1967954285645471752"  
[X Link](https://x.com/riteshmjn/status/1967954285645471752)  2025-09-16T14:10Z 55.2K followers, 32.1K engagements


"India company buying iconic German giant. larger producer of electrical steel in the world"  
[X Link](https://x.com/riteshmjn/status/1967981813021938101)  2025-09-16T16:00Z 55.2K followers, 38.2K engagements


"Have you ever seen bond prices quadrupling India issued first sovereign gold bond in Nov [----]. Indias trade deficit was going up because Indians in their wisdom were constantly shorting INR vs USD to buy gold which was putting pressure on INR. Somebody in finance ministry who got counsel from over smart people decided to create a synthetic instrument to satiate the Indian appetite for Gold via a structured product which was only backed by the confidence of Indian govt but did not have real gold to back the bond. So on one hand Indian household were going long on gold and on other hand Indian"  
[X Link](https://x.com/riteshmjn/status/1968138203757769174)  2025-09-17T02:21Z 55.2K followers, 186.3K engagements


"I love Chris wood thought process but I dont like when Wall Street starts upping their targets. BOFA and deutsche bank already above $4000 A Canadian bank expect silver to rocket up to $50 in near term and now this. My own long term target is between 8000-10000 USD"  
[X Link](https://x.com/riteshmjn/status/1969376762334494946)  2025-09-20T12:23Z 55.2K followers, 25.8K engagements


"Take this seriously sectors after sector China is trying to curb over capacity. Companies in some industries are now cut off from bank funding. Deflation happened due to China over capacity inflation will happen due to China cutting down over capacity. China to ban new production capacity in the steel sector: CCTV China to ban new production capacity in the steel sector: CCTV"  
[X Link](https://x.com/riteshmjn/status/1969952592416678224)  2025-09-22T02:31Z 55.2K followers, 41.9K engagements


"This is a complete U turn. The chances of war accelerating just went up with green light from President Trump"  
[X Link](https://x.com/riteshmjn/status/1970567534132052291)  2025-09-23T19:14Z 55.2K followers, 52.8K engagements


"This is a must read substack article Excerpt The most honest person I've met recently was a VP at a tech company who told me: "I manage a team of twelve people who create documents for other teams who create documents for senior leadership who don't read documents. I make 150k a year. It's completely absurd and I'm riding it as long as I can while building something real on the side." https://thestillwandering.substack.com/p/the-death-of-the-corporate-jobutm_source=share&utm_medium=android&r=1jqfq2&triedRedirect=true"  
[X Link](https://x.com/anyuser/status/1970946935722057816)  2025-09-24T20:22Z 55.2K followers, 394K engagements


"London gold vaults are virtually empty shipped off to China never to return (Bloomberg 2013) "Well I think the bigger story than the decline of gold is whats actually happened to the gold. You could go into a vault in London a couple years ago and they were packed to the rafters with gold and the gold would trade from me to you to somebody else. You can walk in those vaults today and they are virtually empty. All that gold has been transferred out of London [--] million ounces its gone to Switzerland where its been recast into a higher grade and shipped off to Hong Kong and then into China"  
[X Link](https://x.com/riteshmjn/status/1971574440329908419)  2025-09-26T13:55Z 55.2K followers, 115.1K engagements


"Interesting WhatsApp forward . but conveys the message of fiat debasement. Interesting Observation: [----] .1KG gold = Maruti [---] 2000.1KG gold = Esteem 2005.1KG Gold = Innova 2010.1KG Gold = Fortuner 2019.1KG Gold = BMW X1 2025.1Kg Gold = Defender"  
[X Link](https://x.com/anyuser/status/1973379483366478238)  2025-10-01T13:28Z 55.2K followers, 71.2K engagements


"As much as I love to see GOLD prices rising. this thing is scaring me. I dont think speculators alone are responsible for this relentless rise in Gold. I have been hearing credible rumblings about a spike in Gold delivery volumes in United States going into private vaults. This is apart from continuous buying by global central banks. It has happened [--] times in last couple of years where gold was massively overbought but instead of price correction it just gave us time correction the recent one in April-July [----]. So anybody waiting over the last couple of years never really got Gold cheap"  
[X Link](https://x.com/riteshmjn/status/1975890251311931781)  2025-10-08T11:45Z 55.2K followers, 123.4K engagements


"Only if you can understand the thought process here the endgame will be clear to you. Via this week FFTT by @LukeGromen"  
[X Link](https://x.com/anyuser/status/1977014866042102193)  2025-10-11T14:14Z 55.2K followers, 132.6K engagements


"Between 15-20% of US govt tax revenues come from capital gains. In India it is between 2-3%. Any sustained fall in U.S asset markets will threaten the total tax collections in United States. Having markets rise year after year is of national security importance to United States otherwise fiscal deficit will blow out further. So United States govt is more worried about markets falling more than you and me. The next blowup will never happen because we have a government committed to a bail out no matter how many trillions it costs. Gold remains the release valve. The next blowup will never"  
[X Link](https://x.com/anyuser/status/1977030466269331677)  2025-10-11T15:16Z 55.2K followers, 66.1K engagements


"They cant stomach any correction. White House Official Greer says financial markets will "calm" in the coming week Between 15-20% of US govt tax revenues come from capital gains. In India it is between 2-3%. Any sustained fall in U.S asset markets will threaten the total tax collections in United States. Having markets rise year after year is of national security importance to United Between 15-20% of US govt tax revenues come from capital gains. In India it is between 2-3%. Any sustained fall in U.S asset markets will threaten the total tax collections in United States. Having markets rise"  
[X Link](https://x.com/riteshmjn/status/1977414069570404463)  2025-10-12T16:40Z 55.2K followers, 69.9K engagements


"And just now 3% fall in equity markets and this happens Chinese know it. They cant stomach any correction. White House Official Greer says financial markets will "calm" in the coming week They cant stomach any correction. White House Official Greer says financial markets will "calm" in the coming week"  
[X Link](https://x.com/riteshmjn/status/1977422870189158639)  2025-10-12T17:15Z 55.2K followers, 53.1K engagements


"I love it Perth mint sold out Canada silver is sold out. For years I have only seen Bullion bankers taking retail public to cleaners by manipulating the price lower . I am happy to see the Revenge of a common man"  
[X Link](https://x.com/riteshmjn/status/1977768618256724438)  2025-10-13T16:09Z 55.2K followers, 32.4K engagements


"Massive contracts will be given out for rebuilding of Gaza. Since the peace is negotiated by U.S. and allies most contracts will go to western countries. Pakistan which has been courted off late by U.S. along with other not so rich gulf countries will overwhelmingly support the initiative as peace keepers. NEW: President Trump says various countries are stepping up to financially support the reconstruction of Gaza. "They are ensuring stability and success in the Middle East." https://t.co/7WjQUOXA1b NEW: President Trump says various countries are stepping up to financially support the"  
[X Link](https://x.com/riteshmjn/status/1977791426491715982)  2025-10-13T17:39Z 55.2K followers, 33.8K engagements


"Just some numbers. US fiscal deficit is around $2 Trillion USD. If Gold goes to $8000 then the value of holding with US treasury ( currently valued at $42 for ounce) will be valued at $2 Trillion. US treasury can effectively ask Fed to MTM the gold at $8000 and get $2Trillion USD in its account effectively wiping out [--] year of Fiscal deficit. Not that it is going to happen but putting some numbers over here"  
[X Link](https://x.com/riteshmjn/status/1978917919246684552)  2025-10-16T20:16Z 55.2K followers, 50.4K engagements


"Only if you have read and understood the last [--] years of USD reserve currency status . you will be able to appreciate the thought process from @LukeGromen Via this week FFTT"  
[X Link](https://x.com/anyuser/status/1979546559101669427)  2025-10-18T13:54Z 55.2K followers, 37.9K engagements


"Morgan Stanley came out with a report last week. They said Indian households have [-----] tonnes of GOLD ( the dated number is [-----] tonnes as per WFC) . At current International Gold price the value of this GOLD is equal to that of Equity market cap of Indian equities. There are [---] million demat accounts in India but suffice to say that 4/5th of this equity market cap is with less than [--] million people and that too mostly in urban areas. This is completely opposite in case of Gold distribution among Indian households where I believe that Gold ownership is more widely distributed and due to"  
[X Link](https://x.com/riteshmjn/status/1979918799077003654)  2025-10-19T14:33Z 55.2K followers, 66.4K engagements


"If you believe this then you can sell all your gold and some more at 6% from all time highs"  
[X Link](https://x.com/riteshmjn/status/1980996059200716993)  2025-10-22T13:54Z 55.2K followers, 42.3K engagements


"Yeah right. GOLD is a bubble. Need few more to turn bearish and lose money in margin trading. then only we will find bottom in GOLD"  
[X Link](https://x.com/anyuser/status/1982799042544328733)  2025-10-27T13:18Z 55.2K followers, 34.7K engagements


"RBI brought home only [--] tonnes of gold between April [----] and September end [----]. [---] tonnes still at Bank of England. Always remember in This Brave new world if it is not in your custody then it is not GOLD"  
[X Link](https://x.com/riteshmjn/status/1983175269696590081)  2025-10-28T14:13Z 55.2K followers, 19.7K engagements


"Blue is Gold volatility Red is actual price of Gold. see when GVZ ( gold volatility) rise it is Euphoria kind of short term top in gold. The GVZ touched [--] on the day Gold touched [----]. today is it down [----]. Anything below [--] would imply that froth is completely gone"  
[X Link](https://x.com/riteshmjn/status/1985423618705424410)  2025-11-03T19:07Z 55.2K followers, 27.6K engagements


"Thread: The Mamdani Phenomenon Why Democracies Decline Once Wealth Concentrates 1.Mamdani isnt the cause. Hes the result of a civilization reaching critical mass a city so large that its base sees wealth everywhere but cant access it. 2.Once that happens someone always risesa man of the peoplepromising redistribution from the rich to the base. It never ends well. The economy eventually breaks. 3.Because value creation lives at the edge. The top 1% create 99% of innovation research talent and capital growthjust like how 1% of athletes or artists dominate their fields. 4.People admire a Virat"  
[X Link](https://x.com/riteshmjn/status/1986051796029280377)  2025-11-05T12:43Z 55.2K followers, 32.8K engagements


"Spot the company which was hesitant to go all out in AI spending"  
[X Link](https://x.com/riteshmjn/status/1986470095351357539)  2025-11-06T16:25Z 55.2K followers, 175.3K engagements


"1.G7 debt-to-GDP is above 120% BRICS is closer to 60%the West is more indebted and faces bigger fiscal limits. 2.G7 has aging demographics; BRICS benefits from a younger expanding labor force driving growth. 3.BRICS nations hold a key advantage in lower energy costs crucial as AI and tech race intensifies global energy demand. 4.G7s fiscal model relies on high asset prices; deficits sustain wealth. BRICS focuses on real income and productive investment not just asset inflation. 5.Economic gravity is shifting eastBRICS share of global GDP at PPP set to surpass G7 reshaping the world order. 6."  
[X Link](https://x.com/riteshmjn/status/1987171971105497336)  2025-11-08T14:54Z 55.2K followers, 26.9K engagements


"I had to write a Twitter thread on the most important economic concept of our time which is strangely not taught in school or colleges. 1/ The Cantillon Effect shows how new money in an economy benefits those closest to it first creating winners and losers. This unequal distribution shapes wealth and price changes over time. 2/ Ancient Rome offers a vivid early example. Emperors debased silver coins to pay troops and elites who got first money. As that money circulated prices rose hitting ordinary citizens hardest. 3/ For example Emperor Septimius Severus raised soldiers pay by 25% but"  
[X Link](https://x.com/riteshmjn/status/1987496683664715939)  2025-11-09T12:25Z 55.3K followers, 23.6K engagements


"Gold has always been a barometer of imperial power. When empires lose control of gold their decline often follows. From Rome to Spain to Britain the loss of gold reserves has signaled the end of eras. Lets thread through history. [--]. Romes fall was hastened by peak gold. As mines dried up the empire debased its currency leading to inflation loss of military power and eventual collapse. Golds scarcity meant Rome could no longer pay its armies or maintain control. [--]. Spains empire built on New World gold collapsed after flooding Europe with bullion. The resulting inflation currency debasement"  
[X Link](https://x.com/anyuser/status/1987936949987148137)  2025-11-10T17:34Z 55.2K followers, 73.2K engagements


"Indian govt is effectively short [---] tonnes of gold via SGB. As soon as oil bond liability got over govt has a new contingent liability in form of SGF. Unlike oil bond gold bond is self inflicted wound. ( snippet courtesy IIFL)"  
[X Link](https://x.com/riteshmjn/status/2004773478277464328)  2025-12-27T04:36Z 55.2K followers, 189.5K engagements


"Elon musk has [---] million twitter followers . After today . everybody on twitter will know about SILVER. @JessePeltan This is not good. Silver is needed in many industrial processes. @JessePeltan This is not good. Silver is needed in many industrial processes"  
[X Link](https://x.com/riteshmjn/status/2004809538923626699)  2025-12-27T07:00Z 55.2K followers, 128.1K engagements


"2025 Calendar year returns of some asset classes etf. MAGS 19.5% KWEB 16.97% US [--] yr 2.18% NIFTY 3.25% GLD 29.14% COPX 88.08% REMX 87.80% GRID 27.93% URNM 37.23%"  
[X Link](https://x.com/anyuser/status/2006564956309999769)  2026-01-01T03:15Z 55.2K followers, [----] engagements


"You know why its an eye opener to everybody Look at the asset which is 3rd on this list just above Nvidia. How many of you in western world have even heard about SILVER ( forget investing in silver) High trust society dont need to invest in Gold/Silver and thats why western world never invested in precious metals. but now the trust in govt and media is gone. Gold & Silver are giffen goods the more price goes up the more is the demand. https://twitter.com/i/web/status/2010846963886178567 https://twitter.com/i/web/status/2010846963886178567"  
[X Link](https://x.com/riteshmjn/status/2010846963886178567)  2026-01-12T22:50Z 55.3K followers, 52.3K engagements


"JPY has been in a persistent downtrend versus CNH and that slide quietly serves a geopolitical purpose: it helps Japan claw back manufacturing share from China while remaining broadly tolerated by Washington. 1/The most underdiscussed FX story: JPY keeps bleeding against CNH. The yen is near multiyear lows vs the yuan continuing a trend thats been in place since [----]. 2/On weekly charts JPY/CNH has stairstepped lower for years with recent prints around [-----] yuan per yen close to the weakest levels in the 5year range. Japan is quietly running a massive currency subsidy for its exporters."  
[X Link](https://x.com/riteshmjn/status/2011839422187401559)  2026-01-15T16:34Z 55.2K followers, 15.1K engagements


"Why the U.S. is over-financialized and China under-financialized and why this dynamic is now reversing 🧵 [--] For decades the U.S. economy has been dominated by the financial sector. Banks asset managers and markets became the primary engines of wealth creation often outpacing the real economy. [--] The result The U.S. market capitalization-to-GDP ratio has exploded now more than 150% reflecting how deeply Americas wealth is tied to financial assets rather than production or industry. [--] In contrast Chinas market cap-to-GDP ratio has sat around 60% a sign that capital there has historically been"  
[X Link](https://x.com/riteshmjn/status/2013342767590658150)  2026-01-19T20:08Z 55.2K followers, 22.3K engagements


"So many of you have asked me about stable coins and how they will work. Below is a snippet from a paper written by Michael Every titled President Trump-achev/Go-rump As Michael explains that using stable coins the U.S. can logically expand its hegemonic network-FX position globally even as it isnt paying in Dollars. And very interestingly he concludes Meanwhile non-Allies which the U.S. would be aiming to gradually decouple from could be shifted to a neutral reserve asset such as Bitcoin I believe it will be gold and not bitcoin. but thats for another time."  
[X Link](https://x.com/riteshmjn/status/2014740833736728589)  2026-01-23T16:43Z 55.2K followers, 21.8K engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing