#  @tdarling1 Ted Darling Ted Darling posts on X about inflation, $spx, $cocoa, $dba the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::24018964/interactions)  - [--] Week [------] +36% - [--] Month [-------] +91% - [--] Months [-------] +7% - [--] Year [---------] +49% ### Mentions: [--] [#](/creator/twitter::24018964/posts_active)  - [--] Week [--] -79% - [--] Month [---] +53% - [--] Months [-----] +16% - [--] Year [-----] +16% ### Followers: [-----] [#](/creator/twitter::24018964/followers)  - [--] Week [-----] +0.14% - [--] Month [-----] +0.08% - [--] Months [-----] +5.50% - [--] Year [-----] +22% ### CreatorRank: [---------] [#](/creator/twitter::24018964/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 36.65% [cryptocurrencies](/list/cryptocurrencies) 26.18% [stocks](/list/stocks) 17.28% [currencies](/list/currencies) 6.81% [countries](/list/countries) 3.66% [technology brands](/list/technology-brands) 2.09% [exchanges](/list/exchanges) 1.05% [travel destinations](/list/travel-destinations) 1.05% [social networks](/list/social-networks) 0.52% **Social topic influence** [inflation](/topic/inflation) 8.38%, [$spx](/topic/$spx) #555, [$cocoa](/topic/$cocoa) #1, [$dba](/topic/$dba) #1, [$wheat](/topic/$wheat) #2, [$corn](/topic/$corn) #2, [$soyb](/topic/$soyb) #1, [$sugar](/topic/$sugar) #1, [$coffee](/topic/$coffee) #1, [vix](/topic/vix) #419 **Top accounts mentioned or mentioned by** [@jamcroissant](/creator/undefined) [@truflation](/creator/undefined) [@vaidotassegenis](/creator/undefined) [@yieldsearcher](/creator/undefined) [@mou55981652](/creator/undefined) [@tylerneville](/creator/undefined) [@riceforthought](/creator/undefined) [@likethewolf1](/creator/undefined) [@domestique](/creator/undefined) [@mortgagetruth](/creator/undefined) [@sonusvarghese](/creator/undefined) [@unklejak](/creator/undefined) [@secscottbessent](/creator/undefined) [@fejauinc](/creator/undefined) [@qthomp](/creator/undefined) [@cryptonobler](/creator/undefined) [@alanreynoldsecn](/creator/undefined) [@teconomics](/creator/undefined) [@nicktimiraos](/creator/undefined) [@fibonacciinves1](/creator/undefined) **Top assets mentioned** [SPX6900 (SPX)](/topic/$spx) [Sugar Boy (SUGAR)](/topic/$sugar) [DeepBrain Chain (DBC)](/topic/$dbc) [Vixco (VIX)](/topic/$vix) [SPDR GOLD ETF (GLD)](/topic/$gld) [Bitcoin (BTC)](/topic/bitcoin) [Eclipse (ES)](/topic/$es) [iShares BTC Trust (IBIT)](/topic/$ibit) [Ethereum (ETH)](/topic/$eth) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Artificial Liquid Intelligence (ALI)](/topic/$ali) [ZINC (ZINC)](/topic/$zinc) [IBEX Ltd (IBEX)](/topic/$ibex) [SafeMoon Inu (SMI)](/topic/$smi) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) ### Top Social Posts Top posts by engagements in the last [--] hours "Well I was wrong NFP +130K with +172K private payrolls US +4.3% ๐ป AHE +0.4% m/m; +3.7% y/y Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP" [X Link](https://x.com/tdarling1/status/2021578459114348673) 2026-02-11T13:33Z [----] followers, [---] engagements "Grains mostly $COCOA ๐ซ slammed -10% on Friday $DBA range = [-----] - [-----] โ $WHEAT [---] +1.2% $CORN [---] +0.75% $SOYB [----] +0.35% $SUGAR [-----] unch $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.85%" [X Link](https://x.com/tdarling1/status/2010653973095854133) 2026-01-12T10:03Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.2% $CORN [---] -0.15% $SOYB [----] -0.55% $SUGAR [-----] -0.15% $COFFEE โ [------] +1.55% $COCOA ๐ซ [----] +0.6%" [X Link](https://x.com/tdarling1/status/2011034455885115625) 2026-01-13T11:15Z [----] followers, [---] engagements "$DBC (commodity index fund) is breaking out of a multi-year base" [X Link](https://x.com/tdarling1/status/2011249071441563779) 2026-01-14T01:28Z [----] followers, [---] engagements "Grains modestly $DBA range = [-----] - [-----] $WHEAT [---] +0.35% $CORN [---] +0.6% $SOYB [----] +0.45% $SUGAR [-----] +0.55% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.65%" [X Link](https://x.com/tdarling1/status/2011386420896956564) 2026-01-14T10:34Z [----] followers, [---] engagements "Sold more $IAU and $DBC into this rip" [X Link](https://x.com/tdarling1/status/2013993016470417592) 2026-01-21T15:12Z [----] followers, [---] engagements "$DBC - just took some more off in the mean reversion portfolio. The commodity fund is +7.85% YTD and +10.55% since the mid-December lows. Seasonally strong this ETF has been up 100% of the last [--] Januaries by an average +3.2%" [X Link](https://x.com/tdarling1/status/2014734993222721798) 2026-01-23T16:20Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.2% $SOYB [----] +0.15% $SUGAR [-----] +0.35% $COFFEE โ [---] +0.65% $COCOA ๐ซ [----] +1.85%" [X Link](https://x.com/tdarling1/status/2016099222232199510) 2026-01-27T10:41Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] + 1.4% $CORN [---] +0.85% $SOYB [----] +0.85% $SUGAR [-----] -0.15% $COFFEE โ [------] -0.15% $COCOA ๐ซ [----] -2.4%" [X Link](https://x.com/tdarling1/status/2016462010385371569) 2026-01-28T10:43Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.25% $CORN [---] +0.6% $SOYB [----] +0.55% $SUGAR [-----] +0.15% $COFFEE โ [------] +0.05% $COCOA ๐ซ [----] +1.6%" [X Link](https://x.com/tdarling1/status/2016820239644701130) 2026-01-29T10:26Z [----] followers, [--] engagements "Which "tightening" event MOST contributed to the sell off in metals $SLV $GLD $COPPER on Thursday and Friday Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair" [X Link](https://x.com/tdarling1/status/2017553795035595188) 2026-01-31T11:01Z [----] followers, [---] engagements "Hydrocarbons ๐๐จ'd as geopol premium ๐ป $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -4.6% ๐ฉธ $BRENT [-----] -4.3% $GASO [-----] -3.85% $NATGAS [-----] -16.8% ๐ฎ" [X Link](https://x.com/tdarling1/status/2018272133747515411) 2026-02-02T10:35Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.95% $CORN [---] -0.15% $SOYB [----] -0.35% $SUGAR [-----] -0.4% $COFFEE โ [---] +0.05% $COCOA ๐ซ [----] -4.9% ๐จ" [X Link](https://x.com/tdarling1/status/2018272135169409336) 2026-02-02T10:35Z [----] followers, [---] engagements "@truflation What do you make of this Adobe Digital Prices report Does your survey data corroborate their findings Thank you https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR" [X Link](https://x.com/tdarling1/status/2018626171559383337) 2026-02-03T10:02Z [----] followers, [---] engagements "Asian indices ๐ $NIKK [-----] +3.95% $SSEC [----] +1.3% $HSI [-----] +0.2% $KOSPI [----] +6.85% $IDX [----] +1.95% Australia $ASX [----] +0.9% Bharat $BSE [-----] +2.6% on trade ๐ค" [X Link](https://x.com/tdarling1/status/2018633882011398472) 2026-02-03T10:33Z [----] followers, [---] engagements "Europe trading mostly after a strong Monday $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.6% $FTSE [-----] unch $CAC [----] +0.3% $AEX [----] -0.4% $IBEX [-----] +0.45% $MIB [-----] +2.1% ๐ $SMI [-----] +0.15% $MOEX [----] +0.65%" [X Link](https://x.com/tdarling1/status/2018633883865280752) 2026-02-03T10:33Z [----] followers, [---] engagements "Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.1% $BRENT [-----] -0.2% $GASO [-----] +0.1% $NATGAS [-----] +0.35%" [X Link](https://x.com/tdarling1/status/2018633888583803373) 2026-02-03T10:33Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.3% $SOYB [----] +0.55% $SUGAR [-----] +1.8% $COFFEE โ [------] -0.65% $COCOA ๐ซ [----] +1.8%" [X Link](https://x.com/tdarling1/status/2018633890492199247) 2026-02-03T10:33Z [----] followers, [---] engagements "$USD $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.03% $GBP [-----] unch $AUD [-----] +0.86% $USD [-----] -0.01% $USDJPY [------] +0.15% $USDCHF [-----] -0.05% $USDCAD [-----] +0.01% $USDCNY [-----] -0.13%" [X Link](https://x.com/tdarling1/status/2018633892132237495) 2026-02-03T10:33Z [----] followers, [---] engagements "#Cryptocurrencies to $IBIT IV [-----] ๐บ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -0.3% $ETH [----] -2.45%" [X Link](https://x.com/tdarling1/status/2018633893721911736) 2026-02-03T10:33Z [----] followers, [--] engagements "@mortgagetruth @sonusvarghese And why is that" [X Link](https://x.com/tdarling1/status/2018811043527696605) 2026-02-03T22:17Z [----] followers, [---] engagements "Top Trump adviser Miran resigns White House post to stay on at the Fed - POLITICO https://www.politico.com/news/2026/02/03/miran-resigns-from-white-house-set-to-stay-at-fed-for-now-00763608 https://www.politico.com/news/2026/02/03/miran-resigns-from-white-house-set-to-stay-at-fed-for-now-00763608" [X Link](https://x.com/tdarling1/status/2018836794016489892) 2026-02-03T23:59Z [----] followers, [---] engagements "Hydrocarbons modestly $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.8% $BRENT [-----] +0.55% $GASO [-----] +0.65% $NATGAS [-----] -0.3%" [X Link](https://x.com/tdarling1/status/2018994961128083476) 2026-02-04T10:28Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.65% $CORN [---] -0.25% $SOYB [----] -0.3% $SUGAR [-----] +0.05% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.55%" [X Link](https://x.com/tdarling1/status/2018994962658935060) 2026-02-04T10:28Z [----] followers, [---] engagements "$USDJPY back to break-even for the year $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] -0.05% $GBP [-----] +0.09% $AUD [-----] +0.06% $USD [-----] +0.1% $USDJPY [------] +0.6% $USDCHF [-----] +0.14% $USDCAD [-----] +0.14% $USDCNY [-----] +0.06%" [X Link](https://x.com/tdarling1/status/2018994965188374628) 2026-02-04T10:28Z [----] followers, [---] engagements "#Cryptocurrencies after putting in fresh cycle lows yesterday. Bottom $IBIT IV [-----] ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +0.5% $ETH [----] +1.5%" [X Link](https://x.com/tdarling1/status/2018994968073842810) 2026-02-04T10:28Z [----] followers, [---] engagements "@VaidotasSegenis VIX has reared its ugly head" [X Link](https://x.com/tdarling1/status/2019120367785390473) 2026-02-04T18:46Z [----] followers, [---] engagements "The waters are getting choppy - $VIX 20.33" [X Link](https://x.com/tdarling1/status/2019120634798686271) 2026-02-04T18:47Z [----] followers, [---] engagements "buckle up ๐จ AMIDST COLLAPSE IN TALKS WITKOFF LEAVING MIDDLE EAST The round of IranU.S. talks scheduled for Friday has been canceled and U.S. envoy Steve Witkoff is leaving the Middle East returning to the U.S. Why it fell apart: Iran demanded talks be limited only to the nuclear https://t.co/RDTk3VabX4 ๐จ AMIDST COLLAPSE IN TALKS WITKOFF LEAVING MIDDLE EAST The round of IranU.S. talks scheduled for Friday has been canceled and U.S. envoy Steve Witkoff is leaving the Middle East returning to the U.S. Why it fell apart: Iran demanded talks be limited only to the nuclear https://t.co/RDTk3VabX4" [X Link](https://x.com/tdarling1/status/2019162452349341868) 2026-02-04T21:33Z [----] followers, [---] engagements "Its getting close $IGV In what shouldn't be surprising to most. $IGV (software ETF) has absolutely demolished its daily trading record. Currently at $3.5 billion and counting. Prior record was yesterday at $2.3 billion. The drawdown is now at 29% https://t.co/f0BSGEonKr In what shouldn't be surprising to most. $IGV (software ETF) has absolutely demolished its daily trading record. Currently at $3.5 billion and counting. Prior record was yesterday at $2.3 billion. The drawdown is now at 29% https://t.co/f0BSGEonKr" [X Link](https://x.com/tdarling1/status/2019174629751902358) 2026-02-04T22:22Z [----] followers, [---] engagements "Contrast that with $SPYG - the S&P [---] growth index with a negligible TTM dividend of 0.53% and heavily weighted in Technology 49% and Communications 16% YTD performance -2.53% 3/n" [X Link](https://x.com/tdarling1/status/2019374438878433770) 2026-02-05T11:35Z [----] followers, [---] engagements "That dispersion is even more ๐ when comparing $XLK to $XLE $XLK -4.1% YTD cracked yesterday 4/n" [X Link](https://x.com/tdarling1/status/2019374441113813474) 2026-02-05T11:35Z [----] followers, [---] engagements "Meanwhile with a TTM yield of 2.77% $XLE +16.1% YTD en route to my [-----] ๐ฏ 5/n" [X Link](https://x.com/tdarling1/status/2019374443366347095) 2026-02-05T11:36Z [----] followers, [---] engagements "@unkle_jak Yes the rate of inflation is coming down steadily but it's still compounding on a +22% price increase from 2021-2024" [X Link](https://x.com/tdarling1/status/2019374899182354801) 2026-02-05T11:37Z [----] followers, [--] engagements "As expected BOE held rates at [----]. and Cable got smoked $GBPUSD [---] BPS" [X Link](https://x.com/tdarling1/status/2019386872565485650) 2026-02-05T12:25Z [----] followers, [---] engagements "@SecScottBessent just referenced @truflation in his Senate testimony today" [X Link](https://x.com/tdarling1/status/2019432491116102018) 2026-02-05T15:26Z [----] followers, [---] engagements "Epic ๐คฎ in $BTCUSD to 65K Can an epic bounce be far behind Saylor et al sure hope so" [X Link](https://x.com/tdarling1/status/2019480289802653795) 2026-02-05T18:36Z [----] followers, [----] engagements "Uh oh ๐ช ๐ No worries HODL BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1" [X Link](https://x.com/tdarling1/status/2019531154131423441) 2026-02-05T21:58Z [----] followers, [---] engagements "Any bids at 62K Anyone Anyone Saylor" [X Link](https://x.com/tdarling1/status/2019533912268292570) 2026-02-05T22:09Z [----] followers, [---] engagements "Well would you look what found a bid today $TLT +1.1% in the black YTD" [X Link](https://x.com/tdarling1/status/2019534870066704841) 2026-02-05T22:13Z [----] followers, [---] engagements "futures after SPX turned ๐ YTD [----] is the ๐ level $VIX [-----] $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] โ $ES [----] +0.3% $NQ [-----] +0.35% $RTY [----] +0.9%" [X Link](https://x.com/tdarling1/status/2019722450419015764) 2026-02-06T10:38Z [----] followers, [---] engagements "GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +2.0% $SILVER [------] -4.05% $COPPER [-----] -0.4% $PLAT [----] -3.8% $PALL [----] -2.35% $ALI [----] +0.2% $ZINC [----] -0.1%" [X Link](https://x.com/tdarling1/status/2019722452050628978) 2026-02-06T10:38Z [----] followers, [---] engagements "Hydrocarbons $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.6% $BRENT [-----] +0.45% $GASO [----] +0.7% $NATGAS [-----] +0.15%" [X Link](https://x.com/tdarling1/status/2019722453610860579) 2026-02-06T10:38Z [----] followers, [---] engagements "Grains to $DBA range = [-----] - [-----] โ $WHEAT [---] -0.15% $CORN [---] -0.3% $SOYB [----] -0.1% $SUGAR [-----] -0.4% $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.55%" [X Link](https://x.com/tdarling1/status/2019722455183708432) 2026-02-06T10:38Z [----] followers, [---] engagements "$USD but +85 bps on the week $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.14% $GBP [-----] +0.3% $AUD [-----] +0.58% $USD [------] +0.01% $USDJPY [------] -0.04% $USDCHF [-----] +0.01% $USDCAD [-----] -0.15% $USDCNY [-----] -0.02%" [X Link](https://x.com/tdarling1/status/2019722457171763534) 2026-02-06T10:38Z [----] followers, [--] engagements "#Cryptocurrencies bouncing after record volumes cause Binance to ๐ $IBIT IV [-----] ๐บโ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +5.0% $ETH [----] +5.5%" [X Link](https://x.com/tdarling1/status/2019722458719506447) 2026-02-06T10:38Z [----] followers, [--] engagements "@Tyler_Neville_ @fejau_inc @qthomp Good show this week; you made some great points particularly around AI productivity which is already manifesting "big league"" [X Link](https://x.com/tdarling1/status/2020175225229574435) 2026-02-07T16:38Z [----] followers, [---] engagements "@riceforthought @yieldsearcher @CryptoNobler OK - they just paused To get a 50BPS cut from here then you have to believe that we get a terrible jobs report next week and on March [--]. It's plausible but by no means a done deal. This current cast of FOMC characters is as likely to hike as cut IMHO" [X Link](https://x.com/tdarling1/status/2020238387605828081) 2026-02-07T20:49Z [----] followers, [--] engagements "@AlanReynoldsEcn @truflation" [X Link](https://x.com/tdarling1/status/2020411698197459043) 2026-02-08T08:17Z [----] followers, [---] engagements "Directionally this real-time inflation metric is wow ๐คฏ Meanwhile on Friday we will get the official CPI print for - wait for it - December BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show" [X Link](https://x.com/tdarling1/status/2020491488212193551) 2026-02-08T13:34Z [----] followers, [----] engagements "@yieldsearcher Right you are. I was thinking PCE" [X Link](https://x.com/tdarling1/status/2020496153679401338) 2026-02-08T13:53Z [----] followers, [--] engagements "futures have turned $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.45% $RTY [----] -0.15%" [X Link](https://x.com/tdarling1/status/2020810635055915178) 2026-02-09T10:42Z [----] followers, [---] engagements "GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +1.0% $SILVER [------] +4.6% $COPPER [-----] unch $PLAT [----] -1.8% $PALL [----] -2.45% $ALI [----] -0.65% $ZINC [----] -0.85%" [X Link](https://x.com/tdarling1/status/2020810636465230081) 2026-02-09T10:42Z [----] followers, [---] engagements "#Cryptocurrencies fixin' to retest Friday lows $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -2.25% $ETH [----] -3.3%" [X Link](https://x.com/tdarling1/status/2020810642353967294) 2026-02-09T10:42Z [----] followers, [---] engagements "UST yields ๐บ on the China 'sell' 10/2s +72 bps 10Y3M +54 bps MOVE [-----] ๐บ $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [----] ๐บ AUS [-----] ๐ป CAN [----] ๐บ" [X Link](https://x.com/tdarling1/status/2020810644245676080) 2026-02-09T10:42Z [----] followers, [---] engagements "With the bad ๐ฐ ๐ฉ behind us bond bulls are hoping for a data reprieve (weakness): M - Consumer inflation expectations T - retail sales ECI W - NFP Th - Existing homes Claims F - CPI Stay long ROW ๐ and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2020810645554225193) 2026-02-09T10:42Z [----] followers, [---] engagements "Median one-year-ahead inflation expectations in the US declined to 3.09% in January [----] the lowest in six months compared to 3.4% in December per NY Fed While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median one-year ahead expected inflation rate sank to 3.09% the lowest level since July. 3Y ahead expectations where they were in [----]. https://t.co/OYhwCvSqds While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median" [X Link](https://x.com/tdarling1/status/2020897489524548048) 2026-02-09T16:28Z [----] followers, [---] engagements "Hello Retail Sales ๐ Tuesday With "Iron Lady's" victory GS predicted USDJPY to [---]. Instead the ๐น turned tail putting in a big lower high en route to a retest of [---] December ๐ (+0.4%) and 4Q25 ECI (+0.8%) on tap Lets dig into the market ๐งฎ" [X Link](https://x.com/tdarling1/status/2021171105923215631) 2026-02-10T10:35Z [----] followers, [---] engagements "Led by NIKK Asia traded $NIKK [-----] +2.2% $SSEC [----] +0.15% $HSI [----] +0.05% $KOSPI [----] +0.05% $IDX [----] +1.05% Australia $ASX [----] +0.2% Bharat $BSE [-----] +0.15%" [X Link](https://x.com/tdarling1/status/2021171108167192816) 2026-02-10T10:35Z [----] followers, [---] engagements "Europe to $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.25% $FTSE [-----] -0.3% $CAC [----] +0.55% $AEX [----] +0.55% $IBEX [-----] +0.05% $MIB [-----] -0.05% $SMI [-----] +0.25% $MOEX [----] -0.1%" [X Link](https://x.com/tdarling1/status/2021171109706559503) 2026-02-10T10:35Z [----] followers, [--] engagements "futures to $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - - [-----] ๐ป $ES [----] +0.05% $NQ [-----] unch $RTY [----] +0.15%" [X Link](https://x.com/tdarling1/status/2021171111119958511) 2026-02-10T10:35Z [----] followers, [---] engagements "GOLD and metals post Monday's rip $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.35% $SILVER [------] -0.65% $COPPER [-----] -1.0% $PLAT [----] -1.15% $PALL [----] -0.4% $ALI [----] -1.2% $ZINC [----] -0.55%" [X Link](https://x.com/tdarling1/status/2021171112957112787) 2026-02-10T10:35Z [----] followers, [---] engagements "Hydrocarbons to $USO IV [-----] ๐ป๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.2% $BRENT [-----] -0.15% $GASO [-----] -0.8% $NATGAS [-----] -1.25%" [X Link](https://x.com/tdarling1/status/2021171114433536043) 2026-02-10T10:35Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.1% $CORN [---] +0.15% $SOYB [----] -0.25% $SUGAR [-----] +0.2% $COFFEE โ [------] -0.25% $COCOA ๐ซ [----] +1.35%" [X Link](https://x.com/tdarling1/status/2021171115905704001) 2026-02-10T10:35Z [----] followers, [--] engagements "$USDJPY $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] -0.04% $GBP [-----] -0.21% $AUD [-----] -0.28% $USD [------] +0.06% $USDJPY [------] -0.38% ๐น $USDCHF [-----] -0.05% $USDCAD [-----] -0.03% $USDCNY [-----] -0.16%" [X Link](https://x.com/tdarling1/status/2021171117386293286) 2026-02-10T10:35Z [----] followers, [--] engagements "#Cryptocurrencies $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -1.35% $ETH [----] -4.1%" [X Link](https://x.com/tdarling1/status/2021171118829142150) 2026-02-10T10:35Z [----] followers, [--] engagements "UST yields 10/2s +71 bps 10Y3M +49 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐ป ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป" [X Link](https://x.com/tdarling1/status/2021171120150352278) 2026-02-10T10:35Z [----] followers, [---] engagements "Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2021171121551290397) 2026-02-10T10:35Z [----] followers, [----] engagements "Retail sales๐ ๐ฅถ Headline: +0.0% m/m +2.4% y/y Control Group: -0.1% m/m $TLT time @tEconomics Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a" [X Link](https://x.com/tdarling1/status/2021221181882352036) 2026-02-10T13:54Z [----] followers, [----] engagements "So what we have brewing is weak retail sales ECI ๐ป to 0.7% a payrolls report expected to disappoint and a CPI print on Friday that is likely to be on the low side Contrast that with rip roaring CapEx that is driving GDP growth and outsized productivity improvements" [X Link](https://x.com/tdarling1/status/2021222666892419092) 2026-02-10T14:00Z [----] followers, [---] engagements "Europe trading mostly $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.35% $FTSE [-----] +0.35% $CAC [----] -0.55% $AEX [----] unch $IBEX [-----] -0.45% $MIB [-----] -0.95% $SMI [-----] -0.1% $MOEX [----] +1.0%" [X Link](https://x.com/tdarling1/status/2021533470544044038) 2026-02-11T10:35Z [----] followers, [--] engagements "futures $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] -0.05% $NQ [-----] -0.2% $RTY [----] +0.15%" [X Link](https://x.com/tdarling1/status/2021533472205197552) 2026-02-11T10:35Z [----] followers, [---] engagements "GOLD and metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +0.9% $SILVER [-----] +5.1% $COPPER [-----] +1.3% $PLAT [----] +3.9% $PALL [----] +2.4% $ALI [----] +0.9% $ZINC [----] +1.4%" [X Link](https://x.com/tdarling1/status/2021533473832632700) 2026-02-11T10:35Z [----] followers, [--] engagements "Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +1.45% $BRENT [-----] +1.4% $GASO [-----] +0.95% $NATGAS [-----] +0.1%" [X Link](https://x.com/tdarling1/status/2021533475711717740) 2026-02-11T10:35Z [----] followers, [---] engagements "$USDJPY ๐น $USD range = [-----] [-----] โ $GBP range = [-----] - [-----] โ $EUR [-----] +0.19% $GBP [-----] +0.26% $AUD [------] +0.54% $USD [-----] -0.23% $USDJPY [------] -0.76% ๐น $USDCHF [-----] +0.55% $USDCAD [-----] -0.32% $USDCNY [----] -0.01%" [X Link](https://x.com/tdarling1/status/2021533479607902325) 2026-02-11T10:35Z [----] followers, [--] engagements "#Cryptocurrencies $IBIT IV [-----] #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -3.0% $ETH [----] -3.95%" [X Link](https://x.com/tdarling1/status/2021533481122304069) 2026-02-11T10:35Z [----] followers, [--] engagements "UST yields 10/2s +71 bps 10Y3M +59 bps MOVE [-----] $TNX range = [-----] - [-----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [-----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [-----] ๐บ AUS [----] CAN [-----] ๐บ" [X Link](https://x.com/tdarling1/status/2018633895466643788) 2026-02-03T10:33Z [----] followers, [---] engagements "Taking advantage of the turbulence and very oversold conditions I took a swing at $IAU at [-----] and $DBC at [-----] in my mean reversion account I will be banking 25% at the open ๐ฐ Look for $SPX [----] be opportunistic and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2018633897127608404) 2026-02-03T10:33Z [----] followers, [---] engagements "Hydrocarbons with NG ๐ก๐ฉธ $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.15% $BRENT [-----] -0.15% $GASO [-----] +0.55% $NATGAS [-----] -7.0% ๐ฉธ" [X Link](https://x.com/tdarling1/status/2020810638147080270) 2026-02-09T10:42Z [----] followers, [---] engagements "$JPY ๐น $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] +0.38% $GBP [----] -0.07% $AUD [-----] +0.07% $USD [------] -0.26% $USDJPY [------] -0.34% $USDCHF [-----] -0.4% $USDCAD [-----] -0.2% $USDCNY [-----] -0.21%" [X Link](https://x.com/tdarling1/status/2020810640927895857) 2026-02-09T10:42Z [----] followers, [--] engagements "Builders Reits and Utes ripping today on the back of lower note and bond yields. $ITB $XHB $XLRE $XLU" [X Link](https://x.com/tdarling1/status/2021321546300584087) 2026-02-10T20:33Z [----] followers, [---] engagements "JPY ๐น continues to ๐ช $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.08% $GBP [-----] +0.12% $AUD [-----] +0.01% $USD [-----] -0.01% $USDJPY [------] -0.2% ๐น $USDCHF [-----] -0.41% $USDCAD [-----] +0.01% $USDCNY [-----] -0.16%" [X Link](https://x.com/tdarling1/status/2021895802159861951) 2026-02-12T10:34Z [----] followers, [--] engagements "In the last [--] hours the US has posted (4) negative jobs reports: ADP Private Payrolls๐ป Challenger Job Cuts๐บ Initial Claims to 231K ๐บ JOLTS December job openings ๐ป" [X Link](https://x.com/tdarling1/status/2019427030996287913) 2026-02-05T15:04Z [----] followers, 37.7K engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.4% $CORN [---] -0.1% $SOYB [----] -0.5% $SUGAR [-----] +0.85% $COFFEE โ [------] -0.6% $COCOA ๐ซ [----] -1.2%" [X Link](https://x.com/tdarling1/status/2020810639518642230) 2026-02-09T10:42Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.05% $CORN [---] +0.35% $SOYB [----] -0.3% $SUGAR [-----] -1.35% $COFFEE โ [------] +0.1% $COCOA ๐ซ [----] +0.7%" [X Link](https://x.com/tdarling1/status/2021533477339078723) 2026-02-11T10:35Z [----] followers, [--] engagements "So BLS benchmarked CES payroll levels to March [----] QCEW counts revising the seasonally adjusted March [----] payroll level down by 898k With the level shift downward across history the starting point for interpreting current momentum is lower than it was pre-benchmark. Takeaway: [----] growth narrative materially weaker than previously reported; and January is stronger as a consequence of the lower denominator https://twitter.com/i/web/status/2021583711003701590 https://twitter.com/i/web/status/2021583711003701590" [X Link](https://x.com/tdarling1/status/2021583711003701590) 2026-02-11T13:54Z [----] followers, [---] engagements "Hello Dow [----] Thursday Pammy B reminds us that the $DIA is +4.36% YTD But we can do better than that - $EEM +12.52% $EFA +9.28% $PDBC +9.36% and $GLD up a whopping +18% Lets dig into the market ๐งฎ" [X Link](https://x.com/tdarling1/status/2021895789480477081) 2026-02-12T10:34Z [----] followers, [---] engagements "futures but NDX looks vulnerable trading below its yearly open $VIX [-----] ๐ป $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] +0.3% $NQ [-----] +0.25% $RTY [----] +0.4%" [X Link](https://x.com/tdarling1/status/2021895795612807478) 2026-02-12T10:34Z [----] followers, [---] engagements "GOLD with metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.4% $SILVER [------] -0.85% $COPPER [-----] +0.55% $PLAT [----] -1.75% $PALL [----] -1.1% $ALI [----] +1.3% $ZINC [----] +0.45%" [X Link](https://x.com/tdarling1/status/2021895798082916801) 2026-02-12T10:34Z [----] followers, [--] engagements "#Cryptocurrencies with a tepid bounce $IBIT IV [-----] ๐ #Bitcoin range = [-----] - [-----] $BTC 67568+0.75% $ETH [----] +2.15%" [X Link](https://x.com/tdarling1/status/2021895803556516194) 2026-02-12T10:34Z [----] followers, [--] engagements "UST yields 10/2s +67 bps 10Y3M +46 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐บ ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป" [X Link](https://x.com/tdarling1/status/2021895805011980636) 2026-02-12T10:34Z [----] followers, [---] engagements "futures $VIX [-----] ๐ป $SPX range = [----] - [----] to โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] +0.6% $NQ [-----] +0.85% $RTY [----] +0.5%" [X Link](https://x.com/tdarling1/status/2014291562792976874) 2026-01-22T10:58Z [----] followers, [---] engagements "GOLD with metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - 96.89โ $COPPER range = [----] - [----] โ $GOLD [----] -0.1% $SILVER [------] +1.05% $COPPER [-----] -0.85% $PLAT [----] -0.3% $PALL [----] +0.85% $ALI [----] -0.1% $ZINC [----] +1.2%" [X Link](https://x.com/tdarling1/status/2014291564822950279) 2026-01-22T10:58Z [----] followers, [---] engagements "$AUD ๐ฆ $USD range = [-----] - [-----] $GBP range = [-----] - [-----] $EUR [-----] +0.05% $GBP [-----] +0.1% $AUD [------] +0.61% ๐ฆ $USD [-----] unch $USDJPY [------] +0.25% $USDCHF [-----] -0.26% $USDCAD [-----] -0.04% $USDCNY [------] +0.1%" [X Link](https://x.com/tdarling1/status/2014291632296808684) 2026-01-22T10:58Z [----] followers, [--] engagements "@Tyler_Neville_ ๐ฏ" [X Link](https://x.com/tdarling1/status/2014351811692392638) 2026-01-22T14:57Z [----] followers, [---] engagements "@NickTimiraos Interesting contrast with Truflation https://x.com/truflation/status/2014322072286302619s=20 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 https://x.com/truflation/status/2014322072286302619s=20 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food -" [X Link](https://x.com/tdarling1/status/2014352094992474436) 2026-01-22T14:58Z [----] followers, [---] engagements "Europe is under pressure $VSTOXX [-----] $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.25% $FTSE [-----] -0.1% $CAC [----] -0.6% $AEX [---] -0.6% $IBEX [-----] -0.65% $MIB [-----] -0.55% $SMI [-----] -0.75% $MOEX [----] +0.2%" [X Link](https://x.com/tdarling1/status/2014659033043537952) 2026-01-23T11:18Z [----] followers, [---] engagements "futures $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.4% $RTY [----] -0.25%" [X Link](https://x.com/tdarling1/status/2014659036013117574) 2026-01-23T11:18Z [----] followers, [---] engagements "$GBP to โ ๐ $USD range = [-----] - [-----] $GBP range = [-----] - [-----] โ $EUR [-----] -0.13% $GBP [-----] +0.26% $AUD [-----] +0.07% $USD [-----] unch $USDJPY [------] -0.13% $USDCHF [-----] +0.09% $USDCAD [-----] -0.04% $USDCNY" [X Link](https://x.com/tdarling1/status/2014659042476544382) 2026-01-23T11:18Z [----] followers, [--] engagements "My question: if the cost of money comes down does inflation also come down with it I know it seems inane and counterintuitive but observing what took place in the K shaped economy as interest rates increased and holders realized benefits and spent freely. Is the opposite also true https://twitter.com/i/web/status/2014716006560633249 https://twitter.com/i/web/status/2014716006560633249" [X Link](https://x.com/tdarling1/status/2014716006560633249) 2026-01-23T15:05Z [----] followers, [---] engagements "@FibonacciInves1 One day TLT may actually work @likethewolf1" [X Link](https://x.com/tdarling1/status/2015017557091102778) 2026-01-24T11:03Z [----] followers, [---] engagements "@RenMacLLC I love your weekly pod and I listen to it every week. I am surprised that the Fed Chair discussion made no mention of Rick Rieder however. He is as rising in the polymarket https://x.com/biancoresearch/status/2015091427328381369s=20 Rieder (green) continues to surge now over 50%. Are we ready for BlackRock running the Fed --- That said note that [--] days ago Warsh (orange) was also 60%. And a month ago Hassett (blue) was at 60% as well. Given the recent volatility check back on Tuesday. https://t.co/KRcyYW3bFG https://x.com/biancoresearch/status/2015091427328381369s=20 Rieder (green)" [X Link](https://x.com/tdarling1/status/2015103173023748290) 2026-01-24T16:43Z [----] followers, [---] engagements "@lauriejones7 China is not your friend mon ami" [X Link](https://x.com/tdarling1/status/2015105303574921673) 2026-01-24T16:51Z [----] followers, [--] engagements "multiple sources beyond Fox News have reported that the victim in the January [--] [----] Minneapolis shooting was armed. For example: The Guardian cited a direct law enforcement source who provided a photo of a handgun and a loaded magazine recovered from the suspect stating that the "suspect had a firearm with two Other outlets such as WPMI NBC [--] referenced the Department of Homeland Security's confirmation that the suspect was armed with a gun and two magazines though their reporting drew from initial law enforcement details shared more broadly. Note that some reports like those from Bring Me" [X Link](https://x.com/tdarling1/status/2015107411799933391) 2026-01-24T17:00Z [----] followers, [--] engagements "The weekend never disappoints - more T2 chaos Was gov't shutdown on your bingo card BREAKING: U.S. Government shutdown odds hit 75%. https://t.co/EhNa46JRxw BREAKING: U.S. Government shutdown odds hit 75%. https://t.co/EhNa46JRxw" [X Link](https://x.com/tdarling1/status/2015376735651422419) 2026-01-25T10:50Z [----] followers, [---] engagements "Why Were Still Long The premium persists. Shanghai: $114/oz. COMEX: $103/oz. Thats a 10%+ premium. Persistent. Structural. $SILVER https://t.co/dDWHIuFRvi https://t.co/dDWHIuFRvi" [X Link](https://x.com/tdarling1/status/2015588629951754741) 2026-01-26T00:52Z [----] followers, [----] engagements "European bourses trading $VSTOXX [------] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.2% $FTSE [-----] -0.1% $CAC [----] -0.4% $AEX [---] -0.3% $IBEX [-----] +0.25% $MIB [-----] +0.15% $SMI [-----] -0.4% $MOEX [----] -0.3%" [X Link](https://x.com/tdarling1/status/2015734976273129542) 2026-01-26T10:34Z [----] followers, [---] engagements "futures with Qs potentially inflecting to ๐ป ๐ $VIX [-----] ๐บ $SPX range = [----] - [----] โ to $COMPQ range = [-----] - [-----] to ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.45% $RTY [----] -0.4%" [X Link](https://x.com/tdarling1/status/2015734977753674001) 2026-01-26T10:34Z [----] followers, [---] engagements "GOLD and metals ๐๐ $GLD IV [-----] ๐บโ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +2.1% $SILVER [-------] +7.8% ๐ฎ $COPPER [-----] -0.2% โ $PLAT [----] +4.7% $PALL [----] +4.85% $ALI [----] +0.35% $ZINC [----] +1.95%" [X Link](https://x.com/tdarling1/status/2015734979259519198) 2026-01-26T10:34Z [----] followers, [---] engagements "Hearken back to late July of [----] (or even early 2025) when USDJPY last sold hard This was NOT good equities ๐ซ With 10s and 2s both bullish trend VIX neutral and Qs inflecting bearish it won't take much to topple equities โ ๐ฉ ๐ณ $SPY and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2015734989069930522) 2026-01-26T10:34Z [----] followers, [---] engagements "@dampedspring What was your final snow accumulation" [X Link](https://x.com/tdarling1/status/2015741608201711856) 2026-01-26T11:00Z [----] followers, [---] engagements "With 30D ATM IV of [--] (matching the price) $SLV put in an interim top today ๐ It was characterized by people rummaging through their homes to sell physical to well-supplied dealers Note the spinning top setting up for an island reversal tomorrow" [X Link](https://x.com/tdarling1/status/2015950207649792355) 2026-01-27T00:49Z [----] followers, [---] engagements "@LizAnnSonders [--]. International equities outperformed the good ole USA last year - do you see that continuing [--]. Any risk of a yen-carry trade unwind [--]. Are smart retail traders selling metals (and tech) to buy energy commodities and related stocks" [X Link](https://x.com/tdarling1/status/2015954141491696116) 2026-01-27T01:04Z [----] followers, [---] engagements "@Bamabroker Support at [---]. If bund yield rallies as expected and fed stays dovish this pull back may be over" [X Link](https://x.com/tdarling1/status/939872677078151169) 2017-12-10T15:01Z [----] followers, [--] engagements "@HowardMarksBook Listened to your interview with @TimFerrissShow. It was excellent. Book is on order and arriving on 10/8. Thanks Howard" [X Link](https://x.com/anyuser/status/1047141103135334400) 2018-10-02T15:07Z [----] followers, [--] engagements "New threat to U.S. power: Allies are developing alternate trading systems that dont rely on U.S. currency. @LukeGromen has been all over this. via @WSJ https://www.wsj.com/articles/the-dollar-powers-american-dominance-rivals-are-building-workarounds-11559155440shareToken=st1f46bb687c284631a1ebdf48fc9a0adf https://www.wsj.com/articles/the-dollar-powers-american-dominance-rivals-are-building-workarounds-11559155440shareToken=st1f46bb687c284631a1ebdf48fc9a0adf" [X Link](https://x.com/anyuser/status/1135221931488268288) 2019-06-02T16:29Z [----] followers, [--] engagements "@SenSanders @AOC I think Amazons [------] employees have paid federal taxes. Im sure shareholders who have sold appreciated shares paid taxes and i bet amazon pays property taxes as well not to mention sales taxes" [X Link](https://x.com/anyuser/status/1203430117910990848) 2019-12-07T21:44Z [----] followers, [--] engagements "Calling for an emergency meeting is one thing cutting production and the timing of the cut is another per independent energy expert @anasalhajji He believes oil prices will remain low even if OPEC+ cuts production. $WTIC $USO http://www.marketwatch.com/story/why-a-saudi-arabia-russia-deal-to-cut-oil-output-would-mean-nothing-without-us-cooperation-2020-04-03 http://www.marketwatch.com/story/why-a-saudi-arabia-russia-deal-to-cut-oil-output-would-mean-nothing-without-us-cooperation-2020-04-03" [X Link](https://x.com/anyuser/status/1246802070168113152) 2020-04-05T14:09Z [----] followers, [--] engagements "@mkonnikova Its on the NY Times best seller list for good reason - The Biggest Bluff is fabulously well-written and provides great insight into paying attention and making quality decisions - under pressure - and in the face of uncertainty. ๐๐ป" [X Link](https://x.com/anyuser/status/1302766330077237248) 2020-09-07T00:31Z [----] followers, [--] engagements "The purpose of volatility is to take assets from weak hands and give to the strong (at lower prices). $VIX 26" [X Link](https://x.com/anyuser/status/1364226886771953664) 2021-02-23T14:53Z [----] followers, [--] engagements "16/16 @jam_croissant pointing to 4/20 opex @Barton_options pointing to 4/24 Fed flows @hmeisler pointing to insider selling at record highs @42macroDDale pointing to 73% conditional probability of #deflation in next US macro regime โ โ โ โ ahead Have a profitable week" [X Link](https://x.com/anyuser/status/1383719631110623235) 2021-04-18T09:50Z [----] followers, [--] engagements "I think its just piss poor form to air the dirty laundry on Twitter" [X Link](https://x.com/anyuser/status/1388059972802580481) 2021-04-30T09:17Z [----] followers, [--] engagements "Remember you're no genius. It's a freaking bull market Genius is keeping it when the tide inevitably goes out" [X Link](https://x.com/anyuser/status/1390768112916738057) 2021-05-07T20:38Z [----] followers, [--] engagements "Something that NEVER happens - I overslept - right through my alarm. Must have needed it. No review today. Have a super profitable ๐ฐ Tuesday" [X Link](https://x.com/anyuser/status/1425030563585576987) 2021-08-10T09:45Z [----] followers, [--] engagements "My baby graduating #MBA @UNC" [X Link](https://x.com/anyuser/status/1451931746635812870) 2021-10-23T15:21Z [----] followers, [--] engagements "Weekly Global Macro Review 10/07/21 1/15 @hedgeye calls it #Quad2 reflation but I rather prefer @jam_croissants colorful description of endless gamma squeezes oh so reminiscent of ๐๐พ๐ฅณ like its [----] Lets dig into the macro ๐งฎ for the week" [X Link](https://x.com/anyuser/status/1457303870342848515) 2021-11-07T11:08Z [----] followers, [--] engagements "Addendum I do this work for myself but share it with #fintwit. If you find value in it please โฅ and retweet. After all Im a ๐ like everyone else" [X Link](https://x.com/anyuser/status/1457304000680890368) 2021-11-07T11:08Z [----] followers, [--] engagements "leptokurtic distribution ๐๐๐ @jam_croissant" [X Link](https://x.com/anyuser/status/1460564304550322177) 2021-11-16T11:04Z [----] followers, [--] engagements "Short ๐ฅ๐งต Leptokurtic distributions are distributions with positive kurtosis larger than that of a normal distribution. . A leptokurtic distribution means that the investor can experience broader fluctuations (e.g. three or more standard deviations from the mean). 1/2 Ive talked about this as nauseam regarding $SPX in [--]. This is what were๐here now.๐๐๐as far as the๐can see in SPX due to well supplied holiday IVol sitting behind what was well bid OpEx IVolThat said idiosyncratic is showing its colors underneath the surface. Tho 1/2 Ive talked about this as nauseam regarding $SPX in 17." [X Link](https://x.com/anyuser/status/1463677592284930055) 2021-11-25T01:15Z [----] followers, [---] engagements "Tell me - what does it mean when these four horseman lead in a down tape with TLT and SPLV ripping and USD building steam Asking for a concerned #Quad1 friend" [X Link](https://x.com/anyuser/status/1470582161971499008) 2021-12-14T02:31Z [----] followers, [---] engagements "13/13 With inflation in ROC terms & growth suspect in [----] Im hedging my ๐ฐ with one ๐ฆถ in each quad Already long XLRE and SPLV; will add XLP XLU & XLV on pullbacks Hanging onto ITB XLY XLI XLB and SPYG - for now Also ๐ for ๐ฉณ Have a super profitable ๐ฐ week" [X Link](https://x.com/anyuser/status/1472525850302201860) 2021-12-19T11:14Z [----] followers, [--] engagements "This amazing ice disk has formed outside our office. #IceDisk2022" [X Link](https://x.com/anyuser/status/1480996576269160451) 2022-01-11T20:14Z [----] followers, [--] engagements "Investor update from ๐ฅ Fed in a ๐ชค with vol supply dissipating Structural effects to continue. Turning point projected with big moves ahead #FatTail #LeptokurticMarket http://email.kaivolatility.com/share/hubspotvideo/64628346040utm_medium=email&_hsmi=201813107&_hsenc=p2ANqtz-9sLMgEURnf3uwbwiK0Mc2WDfv-pJKS4U3qWhyRYKeDA0TnjjpEY92O_6yIJ5gDri6t1Il9WsWKIO7cqTV7GBCYsccIaeMhyld4KUzOOi1hH6Ys1A0&utm_content=201813107&utm_source=hs_email" [X Link](https://x.com/anyuser/status/1485776729255956484) 2022-01-25T00:49Z [----] followers, [--] engagements "๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review 02/06/22 1/12 Not #Quad4 #Inflation with #NFP wages +5.7% y/y Chart: $CRB to a fresh cycle high +3.34% $AMZN #prime +16.8% Bond yields breaking across the ๐ $USD Lets dig into the ๐งฎ" [X Link](https://x.com/anyuser/status/1490289900167565316) 2022-02-06T11:42Z [----] followers, [--] engagements "Treasuries are no hedge. Only shorts gold and long vol working for you. Do with that what you will but this one is different" [X Link](https://x.com/anyuser/status/1496575029034823681) 2022-02-23T19:57Z [----] followers, [--] engagements "Master class on #opex ๐ bifurcation of the global economy inflation and more with @jam_croissant ๐ฅ https://www.youtube.com/watchv=eD3hi0Trzs8 https://www.youtube.com/watchv=eD3hi0Trzs8" [X Link](https://x.com/anyuser/status/1505342643294900232) 2022-03-20T00:37Z [----] followers, [---] engagements "Hello Friday Last night we hosted a surprise ๐ ๐๐พ for my wife. Sit down dinner with [--] friends and family members. First time long time. It felt good Let's dig into the ๐งฎ" [X Link](https://x.com/anyuser/status/1507302139202355207) 2022-03-25T10:23Z [----] followers, [--] engagements "To set the record straight - I didnt need fancy predictive algos; nor did I steal anyones process to reach the conclusion in early February that the macro regime was #quad3 #stagflation ๐ ๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review 02/06/22 1/12 Not #Quad4 #Inflation with #NFP wages +5.7% y/y Chart: $CRB to a fresh cycle high +3.34% $AMZN #prime +16.8% Bond yields breaking across the ๐ $USD Lets dig into the ๐งฎ https://t.co/IbqotcDfKF ๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review 02/06/22 1/12 Not #Quad4 #Inflation with #NFP wages +5.7% y/y Chart: $CRB to a fresh cycle high +3.34% $AMZN #prime +16.8% Bond yields" [X Link](https://x.com/anyuser/status/1508591075774062594) 2022-03-28T23:45Z [----] followers, [--] engagements "Hello Tuesday "Truth You can't handle the truth" Blocked and stripped of #HE account services I will continue to share my observations. #ostracized Let's dig into the ๐งฎ" [X Link](https://x.com/anyuser/status/1508730947046363141) 2022-03-29T09:01Z [----] followers, [--] engagements "Hello ๐ซ day I've moved on but the ๐ซ hasn't With IVOL/RVOL in $SPX of [---] what could possibly go wrong Let's dig into the ๐งฎ" [X Link](https://x.com/anyuser/status/1509090667213037570) 2022-03-30T08:50Z [----] followers, [--] engagements "Admit it: after an 11-day 11% $SPX ๐ you've got the #FOMO Cover your ๐ฉณ ๐ซ ๐ก๐ฉธ Add to longs ๐ซ ๐ก๐ฉธ Month-end mark-up Quarterly re-balancing Quarterly #opex ๐ซ abound ๐ข๐ Fade your feelings and have a super ๐ฐ profitable day" [X Link](https://x.com/anyuser/status/1509090678646755330) 2022-03-30T08:50Z [----] followers, [--] engagements "๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review - 04/03/2022 1/13 Why is #Quad4 consensus for Q2 Because everyone KNOWS that both growth and inflation are un-comp-able vs Q2 [----] And right on cue #Quad4 deflationary signals appeared this week โ " [X Link](https://x.com/anyuser/status/1510590866808872970) 2022-04-03T12:11Z [----] followers, [--] engagements "Hello Good Friday โ Have a super peaceful โฎ day" [X Link](https://x.com/anyuser/status/1514888235260026881) 2022-04-15T08:47Z [----] followers, [--] engagements "So mostly a risk off start to the week as vannah and charm head to the ๐ per ๐ฅ Bullard the ๐ป on tap after the close Longs: UUP FXA GDX SLV EZA EWW EWZ ECH IDX EWC EWA DBB TBT BNDD SHY Shorts: XLY XLK IWM MTUM XRT Have a super profitable ๐ฐ day" [X Link](https://x.com/anyuser/status/1515979295759470595) 2022-04-18T09:03Z [----] followers, [--] engagements "All I can say is this. The price action is strange. Commodities are fine yet commodity country ETFs and companies down hard. We'll find out tomorrow probably. Meanwhile I #BTFD Pray for me" [X Link](https://x.com/anyuser/status/1517220029212860417) 2022-04-21T19:13Z [----] followers, [--] engagements "If the Fed is taking ๐ฆ away do you really want to be providing it" [X Link](https://x.com/anyuser/status/1517602060954386432) 2022-04-22T20:31Z [----] followers, [--] engagements "With 30+ vol ๐ 2-3% moves expected โ here is an ROC deceleration in #CPI tomorrow $SPX ๐ 5-6% over [--] days hedges come ๐ป as ๐ป get ๐ and โ declare [----] support. A suckers โ rally is born. You #STFR and reload ๐ฉณ โ and have a super profitable ๐ฐ day" [X Link](https://x.com/anyuser/status/1523950055471960064) 2022-05-10T08:56Z [----] followers, [--] engagements "Notice $SPX -1.7% yet $VIX ๐ป @jam_croissant has warned about this ๐ฅ" [X Link](https://x.com/anyuser/status/1524477267497426947) 2022-05-11T19:51Z [----] followers, [---] engagements "Trip to Fenway with the fam to watch the @RedSox" [X Link](https://x.com/anyuser/status/1531016348767338499) 2022-05-29T20:55Z [----] followers, [--] engagements "Why do I post this daily It's my way of connecting with the markets ๐ vol with๐ช๐ชฃ across assets is frustrating for both โ and ๐ป. You either trade the range or wait for trends to form which are hard to catch ๐ Be patient Be Laird ๐ Have a super profitable ๐ฐ day" [X Link](https://x.com/anyuser/status/1532292296800145409) 2022-06-02T09:25Z [----] followers, [--] engagements "Don't look now but the 3M UST is yielding 3.96% and the UST 10Y is yielding 4.0% - only 5bps to an inversion ๐ฅ" [X Link](https://x.com/anyuser/status/1582159338525069312) 2022-10-17T23:59Z [----] followers, [--] engagements "Happy Thanksgiving ๐๐ฆ I appreciate every one of you here on #fintwit Have a super profitable ๐ฐ day" [X Link](https://x.com/anyuser/status/1595725952243621888) 2022-11-24T10:28Z [----] followers, [--] engagements "Enjoy a ๐ฅ with your Thanksgiving dinner. This is a must listen interview with @jam_croissant If you have to choose between ๐ โฝ or ๐ฅ - pick the ๐ฅ. Its ๐ฐ In this conversation @jam_croissant and I discuss the impact of the U.S election & recent CPI numbers & how it affects volatility & how Cem trades. and why the little Dutch Boy holding the water at the Dike is tied and want's to go home ๐๐๐๐๐ https://t.co/gBT7VePCbb https://t.co/hiqjrSWCeB In this conversation @jam_croissant and I discuss the impact of the U.S election & recent CPI numbers & how it affects volatility & how Cem" [X Link](https://x.com/anyuser/status/1595803924367577088) 2022-11-24T15:37Z [----] followers, [---] engagements "10Y3Ms to [---] bps That's deeper than December [----] folks It's not if but when" [X Link](https://x.com/anyuser/status/1598453900822171659) 2022-12-01T23:08Z [----] followers, [--] engagements "Happy New Year๐" [X Link](https://x.com/anyuser/status/1609353831200030720) 2023-01-01T01:00Z [----] followers, [----] engagements "Trust your own process; listen to the market; evaluate contrary positions but dont let them mess with you. Commit to better. Commit to winning at this amazing game and consider yourself extremely fortunate to be able to play Have a super profitable ๐ฐ year" [X Link](https://x.com/anyuser/status/1609604045991464961) 2023-01-01T17:34Z [----] followers, 33.3K engagements "Today I continue to reflect on the life of my mother who passed away peacefully yesterday after a long struggle with Alzheimers disease. โค๐ข" [X Link](https://x.com/anyuser/status/1624729829743464448) 2023-02-12T11:19Z [----] followers, 20.5K engagements "Something to think about overnight Another failure today at [----] (50% fib) on the ๐ผ If we take out [----] (uncle Carl) and [----] (jpm ๐ณ ) then uncle Carl [----] becomes the ๐งฒ Thats [---] SPX points from here -5.87% ๐ค" [X Link](https://x.com/anyuser/status/1626395980898750465) 2023-02-17T01:39Z [----] followers, [----] engagements "No market post today. I have nothing to add. Full on deflation with the exception of Qs and Bitcoin unlikely safe havens. We should be happy to be in t-bills vol gold and usd This vol event just getting started unfortunately" [X Link](https://x.com/anyuser/status/1637605097030012928) 2023-03-20T00:00Z [----] followers, [----] engagements "@SpeakerMcCarthy Am I mistaken that it is Congress - and not the president - that is responsible for passing laws" [X Link](https://x.com/anyuser/status/1661405120960028674) 2023-05-24T16:13Z [----] followers, 15.8K engagements "Celebrating [--] in Paris ๐ Have a super profitable ๐ฐ day" [X Link](https://x.com/anyuser/status/1664207565025165313) 2023-06-01T09:49Z [----] followers, [----] engagements "Both are right: Ackman is shorting bonds while Buffet is buying bills Berkshire bought $10 billion in US Treasuries last Monday. We bought $10 billion in Treasuries this Monday. And the only question for next Monday is whether we will buy $10 billion in 3-month or 6-month T-bills Buffett said on CNBC. There are some things people shouldnt worry about he said. This is one" [X Link](https://x.com/anyuser/status/1687923118252142592) 2023-08-05T20:26Z [----] followers, 20.3K engagements "According to Lending Tree: The average delinquency rate (for CCs) since the Fed began tracking in [----] is 3.74% while the average since [----] is 3.47%. Today's numbers are also vastly different from what we saw during the Great Recession when delinquencies peaked at nearly 7% in [----] and stayed above 5% for nearly two years. Current = 2.77% per St. Louis Fed. NYP has not done their homework" [X Link](https://x.com/anyuser/status/1705960134726308066) 2023-09-24T14:59Z [----] followers, 27.4K engagements "In [----] Feinstein married Richard C. Blum a financier who ran Blum Capital Partners and who amassed a fortune that was estimated to exceed $1 billion according to the New York Times. Some of the assets listed on Feinstein's disclosure form were jointly owned by herself and Blum who died in 2022" [X Link](https://x.com/anyuser/status/1708617592254964011) 2023-10-01T22:59Z [----] followers, [----] engagements "This was a great conversation with @jam_croissant and @ConvexityDredge with a deep dive on structured products. Oh and pay attention to Ready for insights from the pros @ConvexityDredge and @jam_croissant are back to break down the latest market moves. Tune in and get the inside scoop on where the smart money is in [----]. https://t.co/9d9cn5kIQx Ready for insights from the pros @ConvexityDredge and @jam_croissant are back to break down the latest market moves. Tune in and get the inside scoop on where the smart money is in [----]. https://t.co/9d9cn5kIQx" [X Link](https://x.com/anyuser/status/1748854861423132786) 2024-01-20T23:47Z [----] followers, 34.6K engagements "The Bureau of Labor Statistics (BLS) has decided to remove coffee from the Consumer Price Index (CPI) inflation data starting in April [----]. This decision has sparked some controversy and speculation. However the BLS has clarified that the specific sub-type of coffee they are removing hasn't been reported on since the 1980s. This move is not to cover up inflation as some have claimed. Instead it is part of the BLS's routine updates and adjustments to the CPI basket of goods and services to reflect current consumer spending patterns accurately. Additionally it is important to note that coffee" [X Link](https://x.com/anyuser/status/1789793172903641360) 2024-05-12T23:01Z [----] followers, 26.5K engagements "#dispersion trade alive and well @jam_croissant Beneath the Calm Market Stocks Are Going Haywire https://www.wsj.com/finance/stocks/beneath-the-calm-market-stocks-are-going-haywire-7d65fe57st=rp7pbzq5jqhli8g https://www.wsj.com/finance/stocks/beneath-the-calm-market-stocks-are-going-haywire-7d65fe57st=rp7pbzq5jqhli8g" [X Link](https://x.com/anyuser/status/1799776739251376150) 2024-06-09T12:13Z [----] followers, 12.8K engagements "@carlquintanilla Fair but retail sales are not inflation adjusted. Inflation was 22.6% during that 4-year period. Still positive but hardly the 40% increase alluded to in real terms" [X Link](https://x.com/anyuser/status/1803779655754768437) 2024-06-20T13:19Z [----] followers, [----] engagements "@lucasaganronald Wow. Pogo talking smack about Jonas today as well. There is wisdom in knowing when to race and when to sit on wheels. Prediction: Remco will be lucky to finish in the top 10" [X Link](https://x.com/anyuser/status/1810019009892692088) 2024-07-07T18:32Z [----] followers, 28.2K engagements "The system in my trading account which utilizes trailing stops based upon realized volatility as well as assets featured in the 42Macro "Dr. Mo" asset grid for the current regime - Reflation - is moving to 85% cash. FWIW" [X Link](https://x.com/anyuser/status/1870794650912522453) 2024-12-22T11:32Z [----] followers, [----] engagements "Trust your own process; listen to the market; evaluate contrary positions but dont let them mess with you. Commit to better. Commit to winning at this amazing game and consider yourself extremely fortunate to be able to play Have a super profitable ๐ฐyear" [X Link](https://x.com/anyuser/status/1874490944105693292) 2025-01-01T16:20Z [----] followers, 27K engagements "@DianeSwonk The problem is there has been zero constraint in fiscal spend over the past decade. Waste has compounded and we paid dearly with inflation of 22% since [----]. A recession is a likely outcome to rinse the system which is unfortunate indeed" [X Link](https://x.com/anyuser/status/1888249690942001369) 2025-02-08T15:33Z [----] followers, [----] engagements "I wonder what all these best days had in common ๐ค h/t ZeroHedge" [X Link](https://x.com/anyuser/status/1910135329647886481) 2025-04-10T00:58Z [----] followers, [----] engagements "@dlacalle_IA 4.25% yield on bills and 2.6% inflation = 1.65% real" [X Link](https://x.com/anyuser/status/1918709892862398577) 2025-05-03T16:51Z [----] followers, [----] engagements "Celebrating [--] years on the planet today" [X Link](https://x.com/anyuser/status/1929129849924338137) 2025-06-01T10:56Z [----] followers, [----] engagements "@ewarren @ZohranKMamdani @grok why does Senator Warren endorse Zohars a socialist who thinks state subsidized grocery stores make economic sense" [X Link](https://x.com/anyuser/status/1937975784288784723) 2025-06-25T20:46Z [----] followers, 28.1K engagements "@vingeupdates Yesterday was rough. Jonas went deep into the red. Hard to recover. Also course was pancake flat and better suited to absolute power riders rather than w/kg Bummer for certain" [X Link](https://x.com/anyuser/status/1942976810406289546) 2025-07-09T15:59Z [----] followers, [----] engagements "@pulte Dude you are creating the rumor. Powell is likely to stay on as a Governor beyond his Chair role. Further look what happened to the long end when the Fed cut rates [---] bps in Q3-Q4 [--] - up [---] bps in short order. These tactics are beyond reprehensible" [X Link](https://x.com/anyuser/status/1943755382309957775) 2025-07-11T19:32Z [----] followers, [----] engagements "๐ฅ July update Key Takeaways Volatility remains compressed volumes are low structured product issuance rising Dispersion increasing: hedge fund positioning under pressure Similar to July [----] potential for volatility to rise post-OpEx Current Market Dynamics Hedge fund deleveraging underway due to painful dispersion Vol compression likely to persist through August OpEx Most probable: market down vol down slow stair-step correction Outlook for the Next Few Months NowAugust OpEx: -2.5% to -5% slow correction AugustSeptember OpEx: potential 57.5% additional decline By late Q3: cumulative 1012.5%" [X Link](https://x.com/anyuser/status/1948103294829916433) 2025-07-23T19:29Z [----] followers, [----] engagements "@mou55981652 Amazing that the 2nd best guy - by far - in this race gets zero respect . His team animated the race and made it interesting right up until yesterday. No other team even came close. Even Pogi is beat up by the constant attacks by ๐๐๐" [X Link](https://x.com/anyuser/status/1949176028410331341) 2025-07-26T18:32Z [----] followers, [----] engagements "@mou55981652 ๐๐๐๐๐ ๐ฅ๐ฅ๐ฅ @WoutvanAert DROPS @TamauPogi in the last climb up Montmartre ๐ฅ๐ฅ๐ฅ ๐ฅ๐ฅ๐ฅ WOUT VAN AERT DISTANCE POGACAR ๐ฅ๐ฅ๐ฅ #TDF2025 https://t.co/Dl7Z4acN5Q ๐ฅ๐ฅ๐ฅ @WoutvanAert DROPS @TamauPogi in the last climb up Montmartre ๐ฅ๐ฅ๐ฅ ๐ฅ๐ฅ๐ฅ WOUT VAN AERT DISTANCE POGACAR ๐ฅ๐ฅ๐ฅ #TDF2025 https://t.co/Dl7Z4acN5Q" [X Link](https://x.com/anyuser/status/1949524504545206398) 2025-07-27T17:37Z [----] followers, 10.8K engagements "@mou55981652 Yup and he beat the goat in front of the biggest TV audience of the [--] days earning his keep. That's reality mou" [X Link](https://x.com/anyuser/status/1949595318728761386) 2025-07-27T22:18Z [----] followers, [----] engagements "๐ฅ Macro & Flows Update - August [----] Market Timing Outlook ๐Near-Term (Next [--] Weeks) We're in the AugustSeptember OpEx ๐ช historically the weakest time of year. This is a 5-week OpEx cycle allowing for a longer potential correction ๐ช. If a 5%+ decline begins soon it could open the ๐ช to a 1215% draw down by ๐ ๐งโ If No Pullback Happens If equities dont correct soon ๐๐จpotential 1999-style blow-off top scenario led by meme stocks AI uranium and other retail-driven narratives ๐ Valuations already at/above [----] levels Weakness in white-collar jobs + stagflation + populist political" [X Link](https://x.com/anyuser/status/1957882410860998974) 2025-08-19T19:08Z [----] followers, 43.7K engagements "@Domestique___ Nothing to explain here. Even though Visma had the better team Pogi was one notch higher. I thought this was a great race with Visma attacking every single day. No shame in being unable to drop the GOAT. No shame at all" [X Link](https://x.com/anyuser/status/1958191898230669342) 2025-08-20T15:38Z [----] followers, [----] engagements "@Domestique___ Cute. If you're so tough Joo why didn't your drop him" [X Link](https://x.com/anyuser/status/1961472571905282124) 2025-08-29T16:54Z [----] followers, [----] engagements "@faustocoppi60 Yup. They left him flapping in the breeze. Ayuso is a total rat" [X Link](https://x.com/anyuser/status/1962176741692125260) 2025-08-31T15:32Z [----] followers, 16.2K engagements "Dont f it up. -35% is well within the implied vol realm for bitcoin As Saylor says if you want to ride the rocket you gotta pull the Gs I know many of you are scared worried you fucked it up and think you'll never make it. You need to follow the DFTU rules. You need to extend your time horizon and levels of patience. You are clearly not doing that. Every correction is an existential drama to you. That is a https://t.co/dPF1F5JH1L I know many of you are scared worried you fucked it up and think you'll never make it. You need to follow the DFTU rules. You need to extend your time horizon and" [X Link](https://x.com/anyuser/status/1990227833428353499) 2025-11-17T01:17Z [----] followers, 32.2K engagements "2026 Global Macro Outlook 1/12 ๐งต The key themes driving [----] financial markets: AI Productivity Boom Inflation๐ป U3 ๐บ andFOMC OB3 = running it hotโจ IEEPA Tariff Decision Midterms and the Affordability Crisis Energy Policy 4th Turning Dynamics Bubbling Generational Conflicts Quantum Computing Lets dig into each theme https://twitter.com/i/web/status/2006893641864823000 https://twitter.com/i/web/status/2006893641864823000" [X Link](https://x.com/anyuser/status/2006893641864823000) 2026-01-02T01:01Z [----] followers, [----] engagements "@EricTrump Wouldnt a win be an increase in wages rather than one time bonus" [X Link](https://x.com/anyuser/status/956845596433928193) 2018-01-26T11:05Z [----] followers, [--] engagements "A good trader watches his capital as carefully as a professional scuba diver watches his air supply. Alexander Elder The New Trading for a Living" [X Link](https://x.com/anyuser/status/997801338229620736) 2018-05-19T11:29Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tdarling1 Ted DarlingTed Darling posts on X about inflation, $spx, $cocoa, $dba the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 36.65% cryptocurrencies 26.18% stocks 17.28% currencies 6.81% countries 3.66% technology brands 2.09% exchanges 1.05% travel destinations 1.05% social networks 0.52%
Social topic influence inflation 8.38%, $spx #555, $cocoa #1, $dba #1, $wheat #2, $corn #2, $soyb #1, $sugar #1, $coffee #1, vix #419
Top accounts mentioned or mentioned by @jamcroissant @truflation @vaidotassegenis @yieldsearcher @mou55981652 @tylerneville @riceforthought @likethewolf1 @domestique @mortgagetruth @sonusvarghese @unklejak @secscottbessent @fejauinc @qthomp @cryptonobler @alanreynoldsecn @teconomics @nicktimiraos @fibonacciinves1
Top assets mentioned SPX6900 (SPX) Sugar Boy (SUGAR) DeepBrain Chain (DBC) Vixco (VIX) SPDR GOLD ETF (GLD) Bitcoin (BTC) Eclipse (ES) iShares BTC Trust (IBIT) Ethereum (ETH) Barrick Gold Corp. (GOLD) Artificial Liquid Intelligence (ALI) ZINC (ZINC) IBEX Ltd (IBEX) SafeMoon Inu (SMI) ASE Technology Holding Co., Ltd. (ASX) Amazon.com, Inc. (AMZN)
Top posts by engagements in the last [--] hours
"Well I was wrong NFP +130K with +172K private payrolls US +4.3% ๐ป AHE +0.4% m/m; +3.7% y/y Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP"
X Link 2026-02-11T13:33Z [----] followers, [---] engagements
"Grains mostly $COCOA ๐ซ slammed -10% on Friday $DBA range = [-----] - [-----] โ $WHEAT [---] +1.2% $CORN [---] +0.75% $SOYB [----] +0.35% $SUGAR [-----] unch $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.85%"
X Link 2026-01-12T10:03Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.2% $CORN [---] -0.15% $SOYB [----] -0.55% $SUGAR [-----] -0.15% $COFFEE โ [------] +1.55% $COCOA ๐ซ [----] +0.6%"
X Link 2026-01-13T11:15Z [----] followers, [---] engagements
"$DBC (commodity index fund) is breaking out of a multi-year base"
X Link 2026-01-14T01:28Z [----] followers, [---] engagements
"Grains modestly $DBA range = [-----] - [-----] $WHEAT [---] +0.35% $CORN [---] +0.6% $SOYB [----] +0.45% $SUGAR [-----] +0.55% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.65%"
X Link 2026-01-14T10:34Z [----] followers, [---] engagements
"Sold more $IAU and $DBC into this rip"
X Link 2026-01-21T15:12Z [----] followers, [---] engagements
"$DBC - just took some more off in the mean reversion portfolio. The commodity fund is +7.85% YTD and +10.55% since the mid-December lows. Seasonally strong this ETF has been up 100% of the last [--] Januaries by an average +3.2%"
X Link 2026-01-23T16:20Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.2% $SOYB [----] +0.15% $SUGAR [-----] +0.35% $COFFEE โ [---] +0.65% $COCOA ๐ซ [----] +1.85%"
X Link 2026-01-27T10:41Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] + 1.4% $CORN [---] +0.85% $SOYB [----] +0.85% $SUGAR [-----] -0.15% $COFFEE โ [------] -0.15% $COCOA ๐ซ [----] -2.4%"
X Link 2026-01-28T10:43Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.25% $CORN [---] +0.6% $SOYB [----] +0.55% $SUGAR [-----] +0.15% $COFFEE โ [------] +0.05% $COCOA ๐ซ [----] +1.6%"
X Link 2026-01-29T10:26Z [----] followers, [--] engagements
"Which "tightening" event MOST contributed to the sell off in metals $SLV $GLD $COPPER on Thursday and Friday Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair"
X Link 2026-01-31T11:01Z [----] followers, [---] engagements
"Hydrocarbons ๐๐จ'd as geopol premium ๐ป $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -4.6% ๐ฉธ $BRENT [-----] -4.3% $GASO [-----] -3.85% $NATGAS [-----] -16.8% ๐ฎ"
X Link 2026-02-02T10:35Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.95% $CORN [---] -0.15% $SOYB [----] -0.35% $SUGAR [-----] -0.4% $COFFEE โ [---] +0.05% $COCOA ๐ซ [----] -4.9% ๐จ"
X Link 2026-02-02T10:35Z [----] followers, [---] engagements
"@truflation What do you make of this Adobe Digital Prices report Does your survey data corroborate their findings Thank you https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR"
X Link 2026-02-03T10:02Z [----] followers, [---] engagements
"Asian indices ๐ $NIKK [-----] +3.95% $SSEC [----] +1.3% $HSI [-----] +0.2% $KOSPI [----] +6.85% $IDX [----] +1.95% Australia $ASX [----] +0.9% Bharat $BSE [-----] +2.6% on trade ๐ค"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Europe trading mostly after a strong Monday $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.6% $FTSE [-----] unch $CAC [----] +0.3% $AEX [----] -0.4% $IBEX [-----] +0.45% $MIB [-----] +2.1% ๐ $SMI [-----] +0.15% $MOEX [----] +0.65%"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.1% $BRENT [-----] -0.2% $GASO [-----] +0.1% $NATGAS [-----] +0.35%"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.3% $SOYB [----] +0.55% $SUGAR [-----] +1.8% $COFFEE โ [------] -0.65% $COCOA ๐ซ [----] +1.8%"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"$USD $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.03% $GBP [-----] unch $AUD [-----] +0.86% $USD [-----] -0.01% $USDJPY [------] +0.15% $USDCHF [-----] -0.05% $USDCAD [-----] +0.01% $USDCNY [-----] -0.13%"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"#Cryptocurrencies to $IBIT IV [-----] ๐บ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -0.3% $ETH [----] -2.45%"
X Link 2026-02-03T10:33Z [----] followers, [--] engagements
"@mortgagetruth @sonusvarghese And why is that"
X Link 2026-02-03T22:17Z [----] followers, [---] engagements
"Top Trump adviser Miran resigns White House post to stay on at the Fed - POLITICO https://www.politico.com/news/2026/02/03/miran-resigns-from-white-house-set-to-stay-at-fed-for-now-00763608 https://www.politico.com/news/2026/02/03/miran-resigns-from-white-house-set-to-stay-at-fed-for-now-00763608"
X Link 2026-02-03T23:59Z [----] followers, [---] engagements
"Hydrocarbons modestly $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.8% $BRENT [-----] +0.55% $GASO [-----] +0.65% $NATGAS [-----] -0.3%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.65% $CORN [---] -0.25% $SOYB [----] -0.3% $SUGAR [-----] +0.05% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.55%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"$USDJPY back to break-even for the year $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] -0.05% $GBP [-----] +0.09% $AUD [-----] +0.06% $USD [-----] +0.1% $USDJPY [------] +0.6% $USDCHF [-----] +0.14% $USDCAD [-----] +0.14% $USDCNY [-----] +0.06%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"#Cryptocurrencies after putting in fresh cycle lows yesterday. Bottom $IBIT IV [-----] ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +0.5% $ETH [----] +1.5%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"@VaidotasSegenis VIX has reared its ugly head"
X Link 2026-02-04T18:46Z [----] followers, [---] engagements
"The waters are getting choppy - $VIX 20.33"
X Link 2026-02-04T18:47Z [----] followers, [---] engagements
"buckle up ๐จ AMIDST COLLAPSE IN TALKS WITKOFF LEAVING MIDDLE EAST The round of IranU.S. talks scheduled for Friday has been canceled and U.S. envoy Steve Witkoff is leaving the Middle East returning to the U.S. Why it fell apart: Iran demanded talks be limited only to the nuclear https://t.co/RDTk3VabX4 ๐จ AMIDST COLLAPSE IN TALKS WITKOFF LEAVING MIDDLE EAST The round of IranU.S. talks scheduled for Friday has been canceled and U.S. envoy Steve Witkoff is leaving the Middle East returning to the U.S. Why it fell apart: Iran demanded talks be limited only to the nuclear https://t.co/RDTk3VabX4"
X Link 2026-02-04T21:33Z [----] followers, [---] engagements
"Its getting close $IGV In what shouldn't be surprising to most. $IGV (software ETF) has absolutely demolished its daily trading record. Currently at $3.5 billion and counting. Prior record was yesterday at $2.3 billion. The drawdown is now at 29% https://t.co/f0BSGEonKr In what shouldn't be surprising to most. $IGV (software ETF) has absolutely demolished its daily trading record. Currently at $3.5 billion and counting. Prior record was yesterday at $2.3 billion. The drawdown is now at 29% https://t.co/f0BSGEonKr"
X Link 2026-02-04T22:22Z [----] followers, [---] engagements
"Contrast that with $SPYG - the S&P [---] growth index with a negligible TTM dividend of 0.53% and heavily weighted in Technology 49% and Communications 16% YTD performance -2.53% 3/n"
X Link 2026-02-05T11:35Z [----] followers, [---] engagements
"That dispersion is even more ๐ when comparing $XLK to $XLE $XLK -4.1% YTD cracked yesterday 4/n"
X Link 2026-02-05T11:35Z [----] followers, [---] engagements
"Meanwhile with a TTM yield of 2.77% $XLE +16.1% YTD en route to my [-----] ๐ฏ 5/n"
X Link 2026-02-05T11:36Z [----] followers, [---] engagements
"@unkle_jak Yes the rate of inflation is coming down steadily but it's still compounding on a +22% price increase from 2021-2024"
X Link 2026-02-05T11:37Z [----] followers, [--] engagements
"As expected BOE held rates at [----]. and Cable got smoked $GBPUSD [---] BPS"
X Link 2026-02-05T12:25Z [----] followers, [---] engagements
"@SecScottBessent just referenced @truflation in his Senate testimony today"
X Link 2026-02-05T15:26Z [----] followers, [---] engagements
"Epic ๐คฎ in $BTCUSD to 65K Can an epic bounce be far behind Saylor et al sure hope so"
X Link 2026-02-05T18:36Z [----] followers, [----] engagements
"Uh oh ๐ช ๐ No worries HODL BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1"
X Link 2026-02-05T21:58Z [----] followers, [---] engagements
"Any bids at 62K Anyone Anyone Saylor"
X Link 2026-02-05T22:09Z [----] followers, [---] engagements
"Well would you look what found a bid today $TLT +1.1% in the black YTD"
X Link 2026-02-05T22:13Z [----] followers, [---] engagements
"futures after SPX turned ๐ YTD [----] is the ๐ level $VIX [-----] $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] โ $ES [----] +0.3% $NQ [-----] +0.35% $RTY [----] +0.9%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +2.0% $SILVER [------] -4.05% $COPPER [-----] -0.4% $PLAT [----] -3.8% $PALL [----] -2.35% $ALI [----] +0.2% $ZINC [----] -0.1%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"Hydrocarbons $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.6% $BRENT [-----] +0.45% $GASO [----] +0.7% $NATGAS [-----] +0.15%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"Grains to $DBA range = [-----] - [-----] โ $WHEAT [---] -0.15% $CORN [---] -0.3% $SOYB [----] -0.1% $SUGAR [-----] -0.4% $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.55%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"$USD but +85 bps on the week $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.14% $GBP [-----] +0.3% $AUD [-----] +0.58% $USD [------] +0.01% $USDJPY [------] -0.04% $USDCHF [-----] +0.01% $USDCAD [-----] -0.15% $USDCNY [-----] -0.02%"
X Link 2026-02-06T10:38Z [----] followers, [--] engagements
"#Cryptocurrencies bouncing after record volumes cause Binance to ๐ $IBIT IV [-----] ๐บโ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +5.0% $ETH [----] +5.5%"
X Link 2026-02-06T10:38Z [----] followers, [--] engagements
"@Tyler_Neville_ @fejau_inc @qthomp Good show this week; you made some great points particularly around AI productivity which is already manifesting "big league""
X Link 2026-02-07T16:38Z [----] followers, [---] engagements
"@riceforthought @yieldsearcher @CryptoNobler OK - they just paused To get a 50BPS cut from here then you have to believe that we get a terrible jobs report next week and on March [--]. It's plausible but by no means a done deal. This current cast of FOMC characters is as likely to hike as cut IMHO"
X Link 2026-02-07T20:49Z [----] followers, [--] engagements
"@AlanReynoldsEcn @truflation"
X Link 2026-02-08T08:17Z [----] followers, [---] engagements
"Directionally this real-time inflation metric is wow ๐คฏ Meanwhile on Friday we will get the official CPI print for - wait for it - December BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show"
X Link 2026-02-08T13:34Z [----] followers, [----] engagements
"@yieldsearcher Right you are. I was thinking PCE"
X Link 2026-02-08T13:53Z [----] followers, [--] engagements
"futures have turned $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.45% $RTY [----] -0.15%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +1.0% $SILVER [------] +4.6% $COPPER [-----] unch $PLAT [----] -1.8% $PALL [----] -2.45% $ALI [----] -0.65% $ZINC [----] -0.85%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"#Cryptocurrencies fixin' to retest Friday lows $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -2.25% $ETH [----] -3.3%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"UST yields ๐บ on the China 'sell' 10/2s +72 bps 10Y3M +54 bps MOVE [-----] ๐บ $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [----] ๐บ AUS [-----] ๐ป CAN [----] ๐บ"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"With the bad ๐ฐ ๐ฉ behind us bond bulls are hoping for a data reprieve (weakness): M - Consumer inflation expectations T - retail sales ECI W - NFP Th - Existing homes Claims F - CPI Stay long ROW ๐ and have a super profitable ๐ฐday"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"Median one-year-ahead inflation expectations in the US declined to 3.09% in January [----] the lowest in six months compared to 3.4% in December per NY Fed While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median one-year ahead expected inflation rate sank to 3.09% the lowest level since July. 3Y ahead expectations where they were in [----]. https://t.co/OYhwCvSqds While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median"
X Link 2026-02-09T16:28Z [----] followers, [---] engagements
"Hello Retail Sales ๐ Tuesday With "Iron Lady's" victory GS predicted USDJPY to [---]. Instead the ๐น turned tail putting in a big lower high en route to a retest of [---] December ๐ (+0.4%) and 4Q25 ECI (+0.8%) on tap Lets dig into the market ๐งฎ"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Led by NIKK Asia traded $NIKK [-----] +2.2% $SSEC [----] +0.15% $HSI [----] +0.05% $KOSPI [----] +0.05% $IDX [----] +1.05% Australia $ASX [----] +0.2% Bharat $BSE [-----] +0.15%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Europe to $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.25% $FTSE [-----] -0.3% $CAC [----] +0.55% $AEX [----] +0.55% $IBEX [-----] +0.05% $MIB [-----] -0.05% $SMI [-----] +0.25% $MOEX [----] -0.1%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"futures to $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - - [-----] ๐ป $ES [----] +0.05% $NQ [-----] unch $RTY [----] +0.15%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"GOLD and metals post Monday's rip $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.35% $SILVER [------] -0.65% $COPPER [-----] -1.0% $PLAT [----] -1.15% $PALL [----] -0.4% $ALI [----] -1.2% $ZINC [----] -0.55%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Hydrocarbons to $USO IV [-----] ๐ป๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.2% $BRENT [-----] -0.15% $GASO [-----] -0.8% $NATGAS [-----] -1.25%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.1% $CORN [---] +0.15% $SOYB [----] -0.25% $SUGAR [-----] +0.2% $COFFEE โ [------] -0.25% $COCOA ๐ซ [----] +1.35%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"$USDJPY $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] -0.04% $GBP [-----] -0.21% $AUD [-----] -0.28% $USD [------] +0.06% $USDJPY [------] -0.38% ๐น $USDCHF [-----] -0.05% $USDCAD [-----] -0.03% $USDCNY [-----] -0.16%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"#Cryptocurrencies $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -1.35% $ETH [----] -4.1%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"UST yields 10/2s +71 bps 10Y3M +49 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐ป ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday"
X Link 2026-02-10T10:35Z [----] followers, [----] engagements
"Retail sales๐ ๐ฅถ Headline: +0.0% m/m +2.4% y/y Control Group: -0.1% m/m $TLT time @tEconomics Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a"
X Link 2026-02-10T13:54Z [----] followers, [----] engagements
"So what we have brewing is weak retail sales ECI ๐ป to 0.7% a payrolls report expected to disappoint and a CPI print on Friday that is likely to be on the low side Contrast that with rip roaring CapEx that is driving GDP growth and outsized productivity improvements"
X Link 2026-02-10T14:00Z [----] followers, [---] engagements
"Europe trading mostly $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.35% $FTSE [-----] +0.35% $CAC [----] -0.55% $AEX [----] unch $IBEX [-----] -0.45% $MIB [-----] -0.95% $SMI [-----] -0.1% $MOEX [----] +1.0%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"futures $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] -0.05% $NQ [-----] -0.2% $RTY [----] +0.15%"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"GOLD and metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +0.9% $SILVER [-----] +5.1% $COPPER [-----] +1.3% $PLAT [----] +3.9% $PALL [----] +2.4% $ALI [----] +0.9% $ZINC [----] +1.4%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +1.45% $BRENT [-----] +1.4% $GASO [-----] +0.95% $NATGAS [-----] +0.1%"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"$USDJPY ๐น $USD range = [-----] [-----] โ $GBP range = [-----] - [-----] โ $EUR [-----] +0.19% $GBP [-----] +0.26% $AUD [------] +0.54% $USD [-----] -0.23% $USDJPY [------] -0.76% ๐น $USDCHF [-----] +0.55% $USDCAD [-----] -0.32% $USDCNY [----] -0.01%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"#Cryptocurrencies $IBIT IV [-----] #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -3.0% $ETH [----] -3.95%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"UST yields 10/2s +71 bps 10Y3M +59 bps MOVE [-----] $TNX range = [-----] - [-----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [-----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [-----] ๐บ AUS [----] CAN [-----] ๐บ"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Taking advantage of the turbulence and very oversold conditions I took a swing at $IAU at [-----] and $DBC at [-----] in my mean reversion account I will be banking 25% at the open ๐ฐ Look for $SPX [----] be opportunistic and have a super profitable ๐ฐday"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Hydrocarbons with NG ๐ก๐ฉธ $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.15% $BRENT [-----] -0.15% $GASO [-----] +0.55% $NATGAS [-----] -7.0% ๐ฉธ"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"$JPY ๐น $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] +0.38% $GBP [----] -0.07% $AUD [-----] +0.07% $USD [------] -0.26% $USDJPY [------] -0.34% $USDCHF [-----] -0.4% $USDCAD [-----] -0.2% $USDCNY [-----] -0.21%"
X Link 2026-02-09T10:42Z [----] followers, [--] engagements
"Builders Reits and Utes ripping today on the back of lower note and bond yields. $ITB $XHB $XLRE $XLU"
X Link 2026-02-10T20:33Z [----] followers, [---] engagements
"JPY ๐น continues to ๐ช $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.08% $GBP [-----] +0.12% $AUD [-----] +0.01% $USD [-----] -0.01% $USDJPY [------] -0.2% ๐น $USDCHF [-----] -0.41% $USDCAD [-----] +0.01% $USDCNY [-----] -0.16%"
X Link 2026-02-12T10:34Z [----] followers, [--] engagements
"In the last [--] hours the US has posted (4) negative jobs reports: ADP Private Payrolls๐ป Challenger Job Cuts๐บ Initial Claims to 231K ๐บ JOLTS December job openings ๐ป"
X Link 2026-02-05T15:04Z [----] followers, 37.7K engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.4% $CORN [---] -0.1% $SOYB [----] -0.5% $SUGAR [-----] +0.85% $COFFEE โ [------] -0.6% $COCOA ๐ซ [----] -1.2%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.05% $CORN [---] +0.35% $SOYB [----] -0.3% $SUGAR [-----] -1.35% $COFFEE โ [------] +0.1% $COCOA ๐ซ [----] +0.7%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"So BLS benchmarked CES payroll levels to March [----] QCEW counts revising the seasonally adjusted March [----] payroll level down by 898k With the level shift downward across history the starting point for interpreting current momentum is lower than it was pre-benchmark. Takeaway: [----] growth narrative materially weaker than previously reported; and January is stronger as a consequence of the lower denominator https://twitter.com/i/web/status/2021583711003701590 https://twitter.com/i/web/status/2021583711003701590"
X Link 2026-02-11T13:54Z [----] followers, [---] engagements
"Hello Dow [----] Thursday Pammy B reminds us that the $DIA is +4.36% YTD But we can do better than that - $EEM +12.52% $EFA +9.28% $PDBC +9.36% and $GLD up a whopping +18% Lets dig into the market ๐งฎ"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"futures but NDX looks vulnerable trading below its yearly open $VIX [-----] ๐ป $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] +0.3% $NQ [-----] +0.25% $RTY [----] +0.4%"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"GOLD with metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.4% $SILVER [------] -0.85% $COPPER [-----] +0.55% $PLAT [----] -1.75% $PALL [----] -1.1% $ALI [----] +1.3% $ZINC [----] +0.45%"
X Link 2026-02-12T10:34Z [----] followers, [--] engagements
"#Cryptocurrencies with a tepid bounce $IBIT IV [-----] ๐ #Bitcoin range = [-----] - [-----] $BTC 67568+0.75% $ETH [----] +2.15%"
X Link 2026-02-12T10:34Z [----] followers, [--] engagements
"UST yields 10/2s +67 bps 10Y3M +46 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐บ ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"futures $VIX [-----] ๐ป $SPX range = [----] - [----] to โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] +0.6% $NQ [-----] +0.85% $RTY [----] +0.5%"
X Link 2026-01-22T10:58Z [----] followers, [---] engagements
"GOLD with metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - 96.89โ $COPPER range = [----] - [----] โ $GOLD [----] -0.1% $SILVER [------] +1.05% $COPPER [-----] -0.85% $PLAT [----] -0.3% $PALL [----] +0.85% $ALI [----] -0.1% $ZINC [----] +1.2%"
X Link 2026-01-22T10:58Z [----] followers, [---] engagements
"$AUD ๐ฆ $USD range = [-----] - [-----] $GBP range = [-----] - [-----] $EUR [-----] +0.05% $GBP [-----] +0.1% $AUD [------] +0.61% ๐ฆ $USD [-----] unch $USDJPY [------] +0.25% $USDCHF [-----] -0.26% $USDCAD [-----] -0.04% $USDCNY [------] +0.1%"
X Link 2026-01-22T10:58Z [----] followers, [--] engagements
"@Tyler_Neville_ ๐ฏ"
X Link 2026-01-22T14:57Z [----] followers, [---] engagements
"@NickTimiraos Interesting contrast with Truflation https://x.com/truflation/status/2014322072286302619s=20 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food - mostly Eggs - Household durables - particularly housekeeping supplies - Alcohol & tobacco - mostly alcoholic beverages Our number is derived by https://t.co/5LoMU6z2N1 https://x.com/truflation/status/2014322072286302619s=20 US Inflation has further dropped to 1.20% today. Main drivers of this latest in a series of disinflationary coolings were: - Food -"
X Link 2026-01-22T14:58Z [----] followers, [---] engagements
"Europe is under pressure $VSTOXX [-----] $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.25% $FTSE [-----] -0.1% $CAC [----] -0.6% $AEX [---] -0.6% $IBEX [-----] -0.65% $MIB [-----] -0.55% $SMI [-----] -0.75% $MOEX [----] +0.2%"
X Link 2026-01-23T11:18Z [----] followers, [---] engagements
"futures $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.4% $RTY [----] -0.25%"
X Link 2026-01-23T11:18Z [----] followers, [---] engagements
"$GBP to โ ๐ $USD range = [-----] - [-----] $GBP range = [-----] - [-----] โ $EUR [-----] -0.13% $GBP [-----] +0.26% $AUD [-----] +0.07% $USD [-----] unch $USDJPY [------] -0.13% $USDCHF [-----] +0.09% $USDCAD [-----] -0.04% $USDCNY"
X Link 2026-01-23T11:18Z [----] followers, [--] engagements
"My question: if the cost of money comes down does inflation also come down with it I know it seems inane and counterintuitive but observing what took place in the K shaped economy as interest rates increased and holders realized benefits and spent freely. Is the opposite also true https://twitter.com/i/web/status/2014716006560633249 https://twitter.com/i/web/status/2014716006560633249"
X Link 2026-01-23T15:05Z [----] followers, [---] engagements
"@FibonacciInves1 One day TLT may actually work @likethewolf1"
X Link 2026-01-24T11:03Z [----] followers, [---] engagements
"@RenMacLLC I love your weekly pod and I listen to it every week. I am surprised that the Fed Chair discussion made no mention of Rick Rieder however. He is as rising in the polymarket https://x.com/biancoresearch/status/2015091427328381369s=20 Rieder (green) continues to surge now over 50%. Are we ready for BlackRock running the Fed --- That said note that [--] days ago Warsh (orange) was also 60%. And a month ago Hassett (blue) was at 60% as well. Given the recent volatility check back on Tuesday. https://t.co/KRcyYW3bFG https://x.com/biancoresearch/status/2015091427328381369s=20 Rieder (green)"
X Link 2026-01-24T16:43Z [----] followers, [---] engagements
"@lauriejones7 China is not your friend mon ami"
X Link 2026-01-24T16:51Z [----] followers, [--] engagements
"multiple sources beyond Fox News have reported that the victim in the January [--] [----] Minneapolis shooting was armed. For example: The Guardian cited a direct law enforcement source who provided a photo of a handgun and a loaded magazine recovered from the suspect stating that the "suspect had a firearm with two Other outlets such as WPMI NBC [--] referenced the Department of Homeland Security's confirmation that the suspect was armed with a gun and two magazines though their reporting drew from initial law enforcement details shared more broadly. Note that some reports like those from Bring Me"
X Link 2026-01-24T17:00Z [----] followers, [--] engagements
"The weekend never disappoints - more T2 chaos Was gov't shutdown on your bingo card BREAKING: U.S. Government shutdown odds hit 75%. https://t.co/EhNa46JRxw BREAKING: U.S. Government shutdown odds hit 75%. https://t.co/EhNa46JRxw"
X Link 2026-01-25T10:50Z [----] followers, [---] engagements
"Why Were Still Long The premium persists. Shanghai: $114/oz. COMEX: $103/oz. Thats a 10%+ premium. Persistent. Structural. $SILVER https://t.co/dDWHIuFRvi https://t.co/dDWHIuFRvi"
X Link 2026-01-26T00:52Z [----] followers, [----] engagements
"European bourses trading $VSTOXX [------] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.2% $FTSE [-----] -0.1% $CAC [----] -0.4% $AEX [---] -0.3% $IBEX [-----] +0.25% $MIB [-----] +0.15% $SMI [-----] -0.4% $MOEX [----] -0.3%"
X Link 2026-01-26T10:34Z [----] followers, [---] engagements
"futures with Qs potentially inflecting to ๐ป ๐ $VIX [-----] ๐บ $SPX range = [----] - [----] โ to $COMPQ range = [-----] - [-----] to ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.45% $RTY [----] -0.4%"
X Link 2026-01-26T10:34Z [----] followers, [---] engagements
"GOLD and metals ๐๐ $GLD IV [-----] ๐บโ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +2.1% $SILVER [-------] +7.8% ๐ฎ $COPPER [-----] -0.2% โ $PLAT [----] +4.7% $PALL [----] +4.85% $ALI [----] +0.35% $ZINC [----] +1.95%"
X Link 2026-01-26T10:34Z [----] followers, [---] engagements
"Hearken back to late July of [----] (or even early 2025) when USDJPY last sold hard This was NOT good equities ๐ซ With 10s and 2s both bullish trend VIX neutral and Qs inflecting bearish it won't take much to topple equities โ ๐ฉ ๐ณ $SPY and have a super profitable ๐ฐday"
X Link 2026-01-26T10:34Z [----] followers, [---] engagements
"@dampedspring What was your final snow accumulation"
X Link 2026-01-26T11:00Z [----] followers, [---] engagements
"With 30D ATM IV of [--] (matching the price) $SLV put in an interim top today ๐ It was characterized by people rummaging through their homes to sell physical to well-supplied dealers Note the spinning top setting up for an island reversal tomorrow"
X Link 2026-01-27T00:49Z [----] followers, [---] engagements
"@LizAnnSonders [--]. International equities outperformed the good ole USA last year - do you see that continuing [--]. Any risk of a yen-carry trade unwind [--]. Are smart retail traders selling metals (and tech) to buy energy commodities and related stocks"
X Link 2026-01-27T01:04Z [----] followers, [---] engagements
"@Bamabroker Support at [---]. If bund yield rallies as expected and fed stays dovish this pull back may be over"
X Link 2017-12-10T15:01Z [----] followers, [--] engagements
"@HowardMarksBook Listened to your interview with @TimFerrissShow. It was excellent. Book is on order and arriving on 10/8. Thanks Howard"
X Link 2018-10-02T15:07Z [----] followers, [--] engagements
"New threat to U.S. power: Allies are developing alternate trading systems that dont rely on U.S. currency. @LukeGromen has been all over this. via @WSJ https://www.wsj.com/articles/the-dollar-powers-american-dominance-rivals-are-building-workarounds-11559155440shareToken=st1f46bb687c284631a1ebdf48fc9a0adf https://www.wsj.com/articles/the-dollar-powers-american-dominance-rivals-are-building-workarounds-11559155440shareToken=st1f46bb687c284631a1ebdf48fc9a0adf"
X Link 2019-06-02T16:29Z [----] followers, [--] engagements
"@SenSanders @AOC I think Amazons [------] employees have paid federal taxes. Im sure shareholders who have sold appreciated shares paid taxes and i bet amazon pays property taxes as well not to mention sales taxes"
X Link 2019-12-07T21:44Z [----] followers, [--] engagements
"Calling for an emergency meeting is one thing cutting production and the timing of the cut is another per independent energy expert @anasalhajji He believes oil prices will remain low even if OPEC+ cuts production. $WTIC $USO http://www.marketwatch.com/story/why-a-saudi-arabia-russia-deal-to-cut-oil-output-would-mean-nothing-without-us-cooperation-2020-04-03 http://www.marketwatch.com/story/why-a-saudi-arabia-russia-deal-to-cut-oil-output-would-mean-nothing-without-us-cooperation-2020-04-03"
X Link 2020-04-05T14:09Z [----] followers, [--] engagements
"@mkonnikova Its on the NY Times best seller list for good reason - The Biggest Bluff is fabulously well-written and provides great insight into paying attention and making quality decisions - under pressure - and in the face of uncertainty. ๐๐ป"
X Link 2020-09-07T00:31Z [----] followers, [--] engagements
"The purpose of volatility is to take assets from weak hands and give to the strong (at lower prices). $VIX 26"
X Link 2021-02-23T14:53Z [----] followers, [--] engagements
"16/16 @jam_croissant pointing to 4/20 opex @Barton_options pointing to 4/24 Fed flows @hmeisler pointing to insider selling at record highs @42macroDDale pointing to 73% conditional probability of #deflation in next US macro regime โ โ โ โ ahead Have a profitable week"
X Link 2021-04-18T09:50Z [----] followers, [--] engagements
"I think its just piss poor form to air the dirty laundry on Twitter"
X Link 2021-04-30T09:17Z [----] followers, [--] engagements
"Remember you're no genius. It's a freaking bull market Genius is keeping it when the tide inevitably goes out"
X Link 2021-05-07T20:38Z [----] followers, [--] engagements
"Something that NEVER happens - I overslept - right through my alarm. Must have needed it. No review today. Have a super profitable ๐ฐ Tuesday"
X Link 2021-08-10T09:45Z [----] followers, [--] engagements
"My baby graduating #MBA @UNC"
X Link 2021-10-23T15:21Z [----] followers, [--] engagements
"Weekly Global Macro Review 10/07/21 1/15 @hedgeye calls it #Quad2 reflation but I rather prefer @jam_croissants colorful description of endless gamma squeezes oh so reminiscent of ๐๐พ๐ฅณ like its [----] Lets dig into the macro ๐งฎ for the week"
X Link 2021-11-07T11:08Z [----] followers, [--] engagements
"Addendum I do this work for myself but share it with #fintwit. If you find value in it please โฅ and retweet. After all Im a ๐ like everyone else"
X Link 2021-11-07T11:08Z [----] followers, [--] engagements
"leptokurtic distribution ๐๐๐ @jam_croissant"
X Link 2021-11-16T11:04Z [----] followers, [--] engagements
"Short ๐ฅ๐งต Leptokurtic distributions are distributions with positive kurtosis larger than that of a normal distribution. . A leptokurtic distribution means that the investor can experience broader fluctuations (e.g. three or more standard deviations from the mean). 1/2 Ive talked about this as nauseam regarding $SPX in [--]. This is what were๐here now.๐๐๐as far as the๐can see in SPX due to well supplied holiday IVol sitting behind what was well bid OpEx IVolThat said idiosyncratic is showing its colors underneath the surface. Tho 1/2 Ive talked about this as nauseam regarding $SPX in 17."
X Link 2021-11-25T01:15Z [----] followers, [---] engagements
"Tell me - what does it mean when these four horseman lead in a down tape with TLT and SPLV ripping and USD building steam Asking for a concerned #Quad1 friend"
X Link 2021-12-14T02:31Z [----] followers, [---] engagements
"13/13 With inflation in ROC terms & growth suspect in [----] Im hedging my ๐ฐ with one ๐ฆถ in each quad Already long XLRE and SPLV; will add XLP XLU & XLV on pullbacks Hanging onto ITB XLY XLI XLB and SPYG - for now Also ๐ for ๐ฉณ Have a super profitable ๐ฐ week"
X Link 2021-12-19T11:14Z [----] followers, [--] engagements
"This amazing ice disk has formed outside our office. #IceDisk2022"
X Link 2022-01-11T20:14Z [----] followers, [--] engagements
"Investor update from ๐ฅ Fed in a ๐ชค with vol supply dissipating Structural effects to continue. Turning point projected with big moves ahead #FatTail #LeptokurticMarket http://email.kaivolatility.com/share/hubspotvideo/64628346040utm_medium=email&_hsmi=201813107&_hsenc=p2ANqtz-9sLMgEURnf3uwbwiK0Mc2WDfv-pJKS4U3qWhyRYKeDA0TnjjpEY92O_6yIJ5gDri6t1Il9WsWKIO7cqTV7GBCYsccIaeMhyld4KUzOOi1hH6Ys1A0&utm_content=201813107&utm_source=hs_email"
X Link 2022-01-25T00:49Z [----] followers, [--] engagements
"๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review 02/06/22 1/12 Not #Quad4 #Inflation with #NFP wages +5.7% y/y Chart: $CRB to a fresh cycle high +3.34% $AMZN #prime +16.8% Bond yields breaking across the ๐ $USD Lets dig into the ๐งฎ"
X Link 2022-02-06T11:42Z [----] followers, [--] engagements
"Treasuries are no hedge. Only shorts gold and long vol working for you. Do with that what you will but this one is different"
X Link 2022-02-23T19:57Z [----] followers, [--] engagements
"Master class on #opex ๐ bifurcation of the global economy inflation and more with @jam_croissant ๐ฅ https://www.youtube.com/watchv=eD3hi0Trzs8 https://www.youtube.com/watchv=eD3hi0Trzs8"
X Link 2022-03-20T00:37Z [----] followers, [---] engagements
"Hello Friday Last night we hosted a surprise ๐ ๐๐พ for my wife. Sit down dinner with [--] friends and family members. First time long time. It felt good Let's dig into the ๐งฎ"
X Link 2022-03-25T10:23Z [----] followers, [--] engagements
"To set the record straight - I didnt need fancy predictive algos; nor did I steal anyones process to reach the conclusion in early February that the macro regime was #quad3 #stagflation ๐ ๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review 02/06/22 1/12 Not #Quad4 #Inflation with #NFP wages +5.7% y/y Chart: $CRB to a fresh cycle high +3.34% $AMZN #prime +16.8% Bond yields breaking across the ๐ $USD Lets dig into the ๐งฎ https://t.co/IbqotcDfKF ๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review 02/06/22 1/12 Not #Quad4 #Inflation with #NFP wages +5.7% y/y Chart: $CRB to a fresh cycle high +3.34% $AMZN #prime +16.8% Bond yields"
X Link 2022-03-28T23:45Z [----] followers, [--] engagements
"Hello Tuesday "Truth You can't handle the truth" Blocked and stripped of #HE account services I will continue to share my observations. #ostracized Let's dig into the ๐งฎ"
X Link 2022-03-29T09:01Z [----] followers, [--] engagements
"Hello ๐ซ day I've moved on but the ๐ซ hasn't With IVOL/RVOL in $SPX of [---] what could possibly go wrong Let's dig into the ๐งฎ"
X Link 2022-03-30T08:50Z [----] followers, [--] engagements
"Admit it: after an 11-day 11% $SPX ๐ you've got the #FOMO Cover your ๐ฉณ ๐ซ ๐ก๐ฉธ Add to longs ๐ซ ๐ก๐ฉธ Month-end mark-up Quarterly re-balancing Quarterly #opex ๐ซ abound ๐ข๐ Fade your feelings and have a super ๐ฐ profitable day"
X Link 2022-03-30T08:50Z [----] followers, [--] engagements
"๐ปโโ ๐ฉ๐บ๐ป๐งฎ Global Macro Review - 04/03/2022 1/13 Why is #Quad4 consensus for Q2 Because everyone KNOWS that both growth and inflation are un-comp-able vs Q2 [----] And right on cue #Quad4 deflationary signals appeared this week โ "
X Link 2022-04-03T12:11Z [----] followers, [--] engagements
"Hello Good Friday โ Have a super peaceful โฎ day"
X Link 2022-04-15T08:47Z [----] followers, [--] engagements
"So mostly a risk off start to the week as vannah and charm head to the ๐ per ๐ฅ Bullard the ๐ป on tap after the close Longs: UUP FXA GDX SLV EZA EWW EWZ ECH IDX EWC EWA DBB TBT BNDD SHY Shorts: XLY XLK IWM MTUM XRT Have a super profitable ๐ฐ day"
X Link 2022-04-18T09:03Z [----] followers, [--] engagements
"All I can say is this. The price action is strange. Commodities are fine yet commodity country ETFs and companies down hard. We'll find out tomorrow probably. Meanwhile I #BTFD Pray for me"
X Link 2022-04-21T19:13Z [----] followers, [--] engagements
"If the Fed is taking ๐ฆ away do you really want to be providing it"
X Link 2022-04-22T20:31Z [----] followers, [--] engagements
"With 30+ vol ๐ 2-3% moves expected โ here is an ROC deceleration in #CPI tomorrow $SPX ๐ 5-6% over [--] days hedges come ๐ป as ๐ป get ๐ and โ declare [----] support. A suckers โ rally is born. You #STFR and reload ๐ฉณ โ and have a super profitable ๐ฐ day"
X Link 2022-05-10T08:56Z [----] followers, [--] engagements
"Notice $SPX -1.7% yet $VIX ๐ป @jam_croissant has warned about this ๐ฅ"
X Link 2022-05-11T19:51Z [----] followers, [---] engagements
"Trip to Fenway with the fam to watch the @RedSox"
X Link 2022-05-29T20:55Z [----] followers, [--] engagements
"Why do I post this daily It's my way of connecting with the markets ๐ vol with๐ช๐ชฃ across assets is frustrating for both โ and ๐ป. You either trade the range or wait for trends to form which are hard to catch ๐ Be patient Be Laird ๐ Have a super profitable ๐ฐ day"
X Link 2022-06-02T09:25Z [----] followers, [--] engagements
"Don't look now but the 3M UST is yielding 3.96% and the UST 10Y is yielding 4.0% - only 5bps to an inversion ๐ฅ"
X Link 2022-10-17T23:59Z [----] followers, [--] engagements
"Happy Thanksgiving ๐๐ฆ I appreciate every one of you here on #fintwit Have a super profitable ๐ฐ day"
X Link 2022-11-24T10:28Z [----] followers, [--] engagements
"Enjoy a ๐ฅ with your Thanksgiving dinner. This is a must listen interview with @jam_croissant If you have to choose between ๐ โฝ or ๐ฅ - pick the ๐ฅ. Its ๐ฐ In this conversation @jam_croissant and I discuss the impact of the U.S election & recent CPI numbers & how it affects volatility & how Cem trades. and why the little Dutch Boy holding the water at the Dike is tied and want's to go home ๐๐๐๐๐ https://t.co/gBT7VePCbb https://t.co/hiqjrSWCeB In this conversation @jam_croissant and I discuss the impact of the U.S election & recent CPI numbers & how it affects volatility & how Cem"
X Link 2022-11-24T15:37Z [----] followers, [---] engagements
"10Y3Ms to [---] bps That's deeper than December [----] folks It's not if but when"
X Link 2022-12-01T23:08Z [----] followers, [--] engagements
"Happy New Year๐"
X Link 2023-01-01T01:00Z [----] followers, [----] engagements
"Trust your own process; listen to the market; evaluate contrary positions but dont let them mess with you. Commit to better. Commit to winning at this amazing game and consider yourself extremely fortunate to be able to play Have a super profitable ๐ฐ year"
X Link 2023-01-01T17:34Z [----] followers, 33.3K engagements
"Today I continue to reflect on the life of my mother who passed away peacefully yesterday after a long struggle with Alzheimers disease. โค๐ข"
X Link 2023-02-12T11:19Z [----] followers, 20.5K engagements
"Something to think about overnight Another failure today at [----] (50% fib) on the ๐ผ If we take out [----] (uncle Carl) and [----] (jpm ๐ณ ) then uncle Carl [----] becomes the ๐งฒ Thats [---] SPX points from here -5.87% ๐ค"
X Link 2023-02-17T01:39Z [----] followers, [----] engagements
"No market post today. I have nothing to add. Full on deflation with the exception of Qs and Bitcoin unlikely safe havens. We should be happy to be in t-bills vol gold and usd This vol event just getting started unfortunately"
X Link 2023-03-20T00:00Z [----] followers, [----] engagements
"@SpeakerMcCarthy Am I mistaken that it is Congress - and not the president - that is responsible for passing laws"
X Link 2023-05-24T16:13Z [----] followers, 15.8K engagements
"Celebrating [--] in Paris ๐ Have a super profitable ๐ฐ day"
X Link 2023-06-01T09:49Z [----] followers, [----] engagements
"Both are right: Ackman is shorting bonds while Buffet is buying bills Berkshire bought $10 billion in US Treasuries last Monday. We bought $10 billion in Treasuries this Monday. And the only question for next Monday is whether we will buy $10 billion in 3-month or 6-month T-bills Buffett said on CNBC. There are some things people shouldnt worry about he said. This is one"
X Link 2023-08-05T20:26Z [----] followers, 20.3K engagements
"According to Lending Tree: The average delinquency rate (for CCs) since the Fed began tracking in [----] is 3.74% while the average since [----] is 3.47%. Today's numbers are also vastly different from what we saw during the Great Recession when delinquencies peaked at nearly 7% in [----] and stayed above 5% for nearly two years. Current = 2.77% per St. Louis Fed. NYP has not done their homework"
X Link 2023-09-24T14:59Z [----] followers, 27.4K engagements
"In [----] Feinstein married Richard C. Blum a financier who ran Blum Capital Partners and who amassed a fortune that was estimated to exceed $1 billion according to the New York Times. Some of the assets listed on Feinstein's disclosure form were jointly owned by herself and Blum who died in 2022"
X Link 2023-10-01T22:59Z [----] followers, [----] engagements
"This was a great conversation with @jam_croissant and @ConvexityDredge with a deep dive on structured products. Oh and pay attention to Ready for insights from the pros @ConvexityDredge and @jam_croissant are back to break down the latest market moves. Tune in and get the inside scoop on where the smart money is in [----]. https://t.co/9d9cn5kIQx Ready for insights from the pros @ConvexityDredge and @jam_croissant are back to break down the latest market moves. Tune in and get the inside scoop on where the smart money is in [----]. https://t.co/9d9cn5kIQx"
X Link 2024-01-20T23:47Z [----] followers, 34.6K engagements
"The Bureau of Labor Statistics (BLS) has decided to remove coffee from the Consumer Price Index (CPI) inflation data starting in April [----]. This decision has sparked some controversy and speculation. However the BLS has clarified that the specific sub-type of coffee they are removing hasn't been reported on since the 1980s. This move is not to cover up inflation as some have claimed. Instead it is part of the BLS's routine updates and adjustments to the CPI basket of goods and services to reflect current consumer spending patterns accurately. Additionally it is important to note that coffee"
X Link 2024-05-12T23:01Z [----] followers, 26.5K engagements
"#dispersion trade alive and well @jam_croissant Beneath the Calm Market Stocks Are Going Haywire https://www.wsj.com/finance/stocks/beneath-the-calm-market-stocks-are-going-haywire-7d65fe57st=rp7pbzq5jqhli8g https://www.wsj.com/finance/stocks/beneath-the-calm-market-stocks-are-going-haywire-7d65fe57st=rp7pbzq5jqhli8g"
X Link 2024-06-09T12:13Z [----] followers, 12.8K engagements
"@carlquintanilla Fair but retail sales are not inflation adjusted. Inflation was 22.6% during that 4-year period. Still positive but hardly the 40% increase alluded to in real terms"
X Link 2024-06-20T13:19Z [----] followers, [----] engagements
"@lucasaganronald Wow. Pogo talking smack about Jonas today as well. There is wisdom in knowing when to race and when to sit on wheels. Prediction: Remco will be lucky to finish in the top 10"
X Link 2024-07-07T18:32Z [----] followers, 28.2K engagements
"The system in my trading account which utilizes trailing stops based upon realized volatility as well as assets featured in the 42Macro "Dr. Mo" asset grid for the current regime - Reflation - is moving to 85% cash. FWIW"
X Link 2024-12-22T11:32Z [----] followers, [----] engagements
"Trust your own process; listen to the market; evaluate contrary positions but dont let them mess with you. Commit to better. Commit to winning at this amazing game and consider yourself extremely fortunate to be able to play Have a super profitable ๐ฐyear"
X Link 2025-01-01T16:20Z [----] followers, 27K engagements
"@DianeSwonk The problem is there has been zero constraint in fiscal spend over the past decade. Waste has compounded and we paid dearly with inflation of 22% since [----]. A recession is a likely outcome to rinse the system which is unfortunate indeed"
X Link 2025-02-08T15:33Z [----] followers, [----] engagements
"I wonder what all these best days had in common ๐ค h/t ZeroHedge"
X Link 2025-04-10T00:58Z [----] followers, [----] engagements
"@dlacalle_IA 4.25% yield on bills and 2.6% inflation = 1.65% real"
X Link 2025-05-03T16:51Z [----] followers, [----] engagements
"Celebrating [--] years on the planet today"
X Link 2025-06-01T10:56Z [----] followers, [----] engagements
"@ewarren @ZohranKMamdani @grok why does Senator Warren endorse Zohars a socialist who thinks state subsidized grocery stores make economic sense"
X Link 2025-06-25T20:46Z [----] followers, 28.1K engagements
"@vingeupdates Yesterday was rough. Jonas went deep into the red. Hard to recover. Also course was pancake flat and better suited to absolute power riders rather than w/kg Bummer for certain"
X Link 2025-07-09T15:59Z [----] followers, [----] engagements
"@pulte Dude you are creating the rumor. Powell is likely to stay on as a Governor beyond his Chair role. Further look what happened to the long end when the Fed cut rates [---] bps in Q3-Q4 [--] - up [---] bps in short order. These tactics are beyond reprehensible"
X Link 2025-07-11T19:32Z [----] followers, [----] engagements
"๐ฅ July update Key Takeaways Volatility remains compressed volumes are low structured product issuance rising Dispersion increasing: hedge fund positioning under pressure Similar to July [----] potential for volatility to rise post-OpEx Current Market Dynamics Hedge fund deleveraging underway due to painful dispersion Vol compression likely to persist through August OpEx Most probable: market down vol down slow stair-step correction Outlook for the Next Few Months NowAugust OpEx: -2.5% to -5% slow correction AugustSeptember OpEx: potential 57.5% additional decline By late Q3: cumulative 1012.5%"
X Link 2025-07-23T19:29Z [----] followers, [----] engagements
"@mou55981652 Amazing that the 2nd best guy - by far - in this race gets zero respect . His team animated the race and made it interesting right up until yesterday. No other team even came close. Even Pogi is beat up by the constant attacks by ๐๐๐"
X Link 2025-07-26T18:32Z [----] followers, [----] engagements
"@mou55981652 ๐๐๐๐๐ ๐ฅ๐ฅ๐ฅ @WoutvanAert DROPS @TamauPogi in the last climb up Montmartre ๐ฅ๐ฅ๐ฅ ๐ฅ๐ฅ๐ฅ WOUT VAN AERT DISTANCE POGACAR ๐ฅ๐ฅ๐ฅ #TDF2025 https://t.co/Dl7Z4acN5Q ๐ฅ๐ฅ๐ฅ @WoutvanAert DROPS @TamauPogi in the last climb up Montmartre ๐ฅ๐ฅ๐ฅ ๐ฅ๐ฅ๐ฅ WOUT VAN AERT DISTANCE POGACAR ๐ฅ๐ฅ๐ฅ #TDF2025 https://t.co/Dl7Z4acN5Q"
X Link 2025-07-27T17:37Z [----] followers, 10.8K engagements
"@mou55981652 Yup and he beat the goat in front of the biggest TV audience of the [--] days earning his keep. That's reality mou"
X Link 2025-07-27T22:18Z [----] followers, [----] engagements
"๐ฅ Macro & Flows Update - August [----] Market Timing Outlook ๐Near-Term (Next [--] Weeks) We're in the AugustSeptember OpEx ๐ช historically the weakest time of year. This is a 5-week OpEx cycle allowing for a longer potential correction ๐ช. If a 5%+ decline begins soon it could open the ๐ช to a 1215% draw down by ๐ ๐งโ If No Pullback Happens If equities dont correct soon ๐๐จpotential 1999-style blow-off top scenario led by meme stocks AI uranium and other retail-driven narratives ๐ Valuations already at/above [----] levels Weakness in white-collar jobs + stagflation + populist political"
X Link 2025-08-19T19:08Z [----] followers, 43.7K engagements
"@Domestique___ Nothing to explain here. Even though Visma had the better team Pogi was one notch higher. I thought this was a great race with Visma attacking every single day. No shame in being unable to drop the GOAT. No shame at all"
X Link 2025-08-20T15:38Z [----] followers, [----] engagements
"@Domestique___ Cute. If you're so tough Joo why didn't your drop him"
X Link 2025-08-29T16:54Z [----] followers, [----] engagements
"@faustocoppi60 Yup. They left him flapping in the breeze. Ayuso is a total rat"
X Link 2025-08-31T15:32Z [----] followers, 16.2K engagements
"Dont f it up. -35% is well within the implied vol realm for bitcoin As Saylor says if you want to ride the rocket you gotta pull the Gs I know many of you are scared worried you fucked it up and think you'll never make it. You need to follow the DFTU rules. You need to extend your time horizon and levels of patience. You are clearly not doing that. Every correction is an existential drama to you. That is a https://t.co/dPF1F5JH1L I know many of you are scared worried you fucked it up and think you'll never make it. You need to follow the DFTU rules. You need to extend your time horizon and"
X Link 2025-11-17T01:17Z [----] followers, 32.2K engagements
"2026 Global Macro Outlook 1/12 ๐งต The key themes driving [----] financial markets: AI Productivity Boom Inflation๐ป U3 ๐บ andFOMC OB3 = running it hotโจ IEEPA Tariff Decision Midterms and the Affordability Crisis Energy Policy 4th Turning Dynamics Bubbling Generational Conflicts Quantum Computing Lets dig into each theme https://twitter.com/i/web/status/2006893641864823000 https://twitter.com/i/web/status/2006893641864823000"
X Link 2026-01-02T01:01Z [----] followers, [----] engagements
"@EricTrump Wouldnt a win be an increase in wages rather than one time bonus"
X Link 2018-01-26T11:05Z [----] followers, [--] engagements
"A good trader watches his capital as carefully as a professional scuba diver watches his air supply. Alexander Elder The New Trading for a Living"
X Link 2018-05-19T11:29Z [----] followers, [---] engagements
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