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[@JackFarley96](/creator/twitter/JackFarley96)
"Gerald Mancil one of the real estate borrowers accused of loan fraud (the reason bank stocks were down XXX% today $WAL $ZION) did a podcast X months ago"  
[X Link](https://x.com/JackFarley96/status/1978987252437889468) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T00:51Z 80.6K followers, 45.9K engagements


"Fwiw I technically don't own $TPL as of now because I sold it for tax loss harvesting purposes this month (bad timing I know). But to be clear I like it a lot"  
[X Link](https://x.com/JackFarley96/status/1972654087335276954) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:25Z 80.6K followers, 3904 engagements


"@gordocap18 where did he say this I like $SPGI. And $MSCI"  
[X Link](https://x.com/JackFarley96/status/1973475963163038111) [@JackFarley96](/creator/x/JackFarley96) 2025-10-01T19:51Z 80.6K followers, 1250 engagements


"I own and like $ASML (wish I owned more). If there were more dominant companies I'd love to own them. $LVMH is intriguing But to pretend that U.S. stocks and Euro stocks are the same in terms of quality and growth is just cope. For example Zegna I love their products their operating margins are XX% Compare that to $MSCI or $V. No thank you"  
[X Link](https://x.com/JackFarley96/status/1976281000192716876) [@JackFarley96](/creator/x/JackFarley96) 2025-10-09T13:38Z 80.5K followers, XXX engagements


"The potential credit losses for $JEF Goldman estimates at $XX Million (5.9% equity in Point Bonita which has $XXX loss exposure to First Brands)"  
[X Link](https://x.com/JackFarley96/status/1976779014846234771) [@JackFarley96](/creator/x/JackFarley96) 2025-10-10T22:36Z 80.6K followers, 23.3K engagements


"Fair point about $JEF. There could be serious concerns beyond just the credit losses to Jefferies"  
[X Link](https://x.com/JackFarley96/status/1976836956974989439) [@JackFarley96](/creator/x/JackFarley96) 2025-10-11T02:27Z 80.6K followers, 11.8K engagements


"Good point from @John_Hempton on Jefferies: while $JEF's tangible credit losses may be capped at $XX Million there could be far greater damage to their reputation & client relationships which though intangible are very important to their long-term success"  
[X Link](https://x.com/JackFarley96/status/1977494654552563844) [@JackFarley96](/creator/x/JackFarley96) 2025-10-12T22:00Z 80.6K followers, 12.3K engagements


"What has actually happened to U.S. imports since Liberation Day. Total volumes haven't changed much but the composition HAS. A lot less from China and more from Southeast Asia. @Brad_Setser explains: Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1977809171719631188) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T18:50Z 80.6K followers, 5993 engagements


"@wabuffo @BickerinBrattle because it ran out of money yeah. Whether deposits at the Fed (reservers) deposits at other banks or t-bills it's all cash"  
[X Link](https://x.com/JackFarley96/status/1979004730274668823) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T02:01Z 80.6K followers, 2397 engagements


"They have extremely long-lived assets that make money every year with extremely low capital commitments. A level of capital-light-ness that is on the level of $MSCI $MA Capital light businesses deserve a higher multiple because they are less risky from a business perspective (not share prie) $FNV $WPM are extremely low risk. They have no debt. I'd love it if $WPM or $FNV issued a few billion in debt and bought back some shares. Oh well the more junior royalty companies can be very spec. Metalla for example has yet to deliver the goods (I bet it does but I do not own and doubt I will tbh)"  
[X Link](https://x.com/JackFarley96/status/1979211194180288814) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T15:41Z 80.6K followers, XXX engagements


"OUT NOW - how @JulianMI2 sees things: - Trump admin wants Fed to enact financial repression - precious metals have room to run - complacency in equity market is building 1/3"  
[X Link](https://x.com/JackFarley96/status/1972340899503124526) [@JackFarley96](/creator/x/JackFarley96) 2025-09-28T16:41Z 80.6K followers, 50.9K engagements


"On Fifth Third $FITB acquiring Comerica $CMA. it's cool to see a takeover proposal by an investment firm and then to see it actually happen a few months later. Congratulations to @HoldCoAM"  
[X Link](https://x.com/JackFarley96/status/1975615102830207266) [@JackFarley96](/creator/x/JackFarley96) 2025-10-07T17:32Z 80.6K followers, 7961 engagements


"Tough day in the markets for me as it was for so many others. Semis & China my two biggest longs got hit hard. I de-risked as matter of necessity. I urge caution to those long crap. I broke everything down (incl First Brands & BDC meltdown) w/ @maxwiethe - airs tomorrow"  
[X Link](https://x.com/JackFarley96/status/1976823194108768699) [@JackFarley96](/creator/x/JackFarley96) 2025-10-11T01:32Z 80.6K followers, 30.7K engagements


"Loan market already pulling deals"  
[X Link](https://x.com/JackFarley96/status/1976843697930043597) [@JackFarley96](/creator/x/JackFarley96) 2025-10-11T02:54Z 80.6K followers, 50.8K engagements


"A chronicling of alleged "capital destruction" and a call for action from a very talented shop (riding high off recent $CMA win) regarding Eastern Bankshares $EBC"  
[X Link](https://x.com/JackFarley96/status/1980262912200429867) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T13:20Z 80.6K followers, 7121 engagements


"OUT NOW - @maxwiethe & I on: - Fed's independence - Acuren $TIC (@Citrini7's latest pick) - Single stock day: $FTAI $NBIS $FNV and $MSCI Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1969052089285226830) [@JackFarley96](/creator/x/JackFarley96) 2025-09-19T14:52Z 80.6K followers, 22K engagements


"OUT NOW - @Brad_Setser on: - Why China's trade surplus is back & bigger than ever - What China is doing with its new reserves - Why U.S. should ask for Yuan (CNY) to strengthen Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1977796876989526108) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T18:01Z 80.6K followers, 72.2K engagements


"Credit card delinquencies at JPMorgan are DOWN year-over-year yet again (2.20%=2.14% for 30+ day 1.10%=1.07% for XX day) Meanwhile credit/debit spend up XXX% Year-over-year"  
[X Link](https://x.com/JackFarley96/status/1978059279425818687) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T11:24Z 80.6K followers, 35.9K engagements


"Same with Wells by the way Credit Card Delinquencies down year-over-year (2.87%=2.69% for 30+ day 1.43%=1.34% for 90+ day)"  
[X Link](https://x.com/JackFarley96/status/1978061577925304752) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T11:33Z 80.6K followers, 62.1K engagements


"NEW BANK & CREDIT EPISODE OUT ON: - Cali CRE fraud allegations $ZION $WAL - Jamie's warning: 'There's never just one cockroach' - Jefferies' response to First Brands situation - Consumer credit strengthens Spotify YouTube📽"  
[X Link](https://x.com/JackFarley96/status/1979603901914771731) [@JackFarley96](/creator/x/JackFarley96) 2025-10-18T17:42Z 80.6K followers, 5732 engagements


"How to explain the discrepancy between this table and this chart Is Chinese consumption weak or is it not Maybe 2019 - 2025 consumption growth anemic while 2012 - 2019 strong Also deflation makes real growth higher"  
[X Link](https://x.com/JackFarley96/status/1980226998627889457) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T10:58Z 80.6K followers, 9288 engagements


"@HongshenZhu That is very helpful to know thank you for sharing this"  
[X Link](https://x.com/JackFarley96/status/1980247039800660375) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T12:17Z 80.6K followers, XX engagements


"OUT NOW - how @jturek18 sees things: - Fed rate cuts to cause spike in foreigners' USD hedging - Interest rates could decline even more than priced in - Gold has no valuation anchor: no floor no ceiling Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1980302948451360953) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T15:59Z 80.6K followers, 37K engagements


"My interview with Jon Turek on how Fed rate cuts will incentivize an avalanche of foreigners hedging dollar holdings (aka selling U.S. dollars) is out now on YouTube:"  
[X Link](https://x.com/JackFarley96/status/1980372638473376188) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T20:36Z 80.6K followers, 24K engagements


"Out now- @Citrini7 on: - are Artificial Intelligence stocks already in a bubble - why he's not selling his AI basket (up XX% this year) - why he shorted $SIVBQ & how he's playing banks now - why he's long oil & thinks gold is headed down Apple"  
[X Link](https://x.com/JackFarley96/status/1666558855742988291) [@JackFarley96](/creator/x/JackFarley96) 2023-06-07T21:32Z 80.6K followers, 119.8K engagements


"@iamtomnash $MA $V $TPL $SPGI $MSCI $AAPL $GOOGL $META $MCO $NDAQ $ICE $BKNG $NVDA $VRSK $TSM $AMZN $HESAY $AXP $DE $CME $MORN"  
[X Link](https://x.com/JackFarley96/status/1969119858181750898) [@JackFarley96](/creator/x/JackFarley96) 2025-09-19T19:22Z 80.6K followers, 2979 engagements


"Evidence that the data center buildout is just getting started Excellent piece from Citrini"  
[X Link](https://x.com/JackFarley96/status/1972652406770118907) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:19Z 80.6K followers, 49.1K engagements


"the baskets in the piece has some interesting names. I might add $TPL their attributable natural gas production is impressive and it is undermonetized because of a lack of infrastructure (that other companies are building rn). Also $SMH & $SMHX from my sponsor VanEck"  
[X Link](https://x.com/JackFarley96/status/1972654085615538301) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:25Z 80.6K followers, 4592 engagements


"@Tejanobrown $TPL keeps reporting more and more production in the royalty areas it controls Curious who the expert is. My DMs are open"  
[X Link](https://x.com/JackFarley96/status/1972802718155882667) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T23:16Z 80.6K followers, XXX engagements


"Transparency is always good. Pump and Dump Scams are bad and I'm pleased to see @SECGov crackdown on Chinese stock scams. I'm also pleased that none of my concentrated positions in Chinese small-caps are on Edwin's list 😄"  
[X Link](https://x.com/JackFarley96/status/1973484317432271264) [@JackFarley96](/creator/x/JackFarley96) 2025-10-01T20:25Z 80.6K followers, 8672 engagements


"Patrick @PPGMacro on opaque "pirate credit" market & recent bankruptcies: "there are a lot more First Brands & Tricolors out there than people are willing to admit" Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1973808526163419345) [@JackFarley96](/creator/x/JackFarley96) 2025-10-02T17:53Z 80.6K followers, 7526 engagements


"Video version will be available on Spotify :)"  
[X Link](https://x.com/JackFarley96/status/1977773273309159633) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T16:27Z 80.6K followers, 3749 engagements


"OpenAI has announced deals with three of the top holdings of $SMHX 1/4"  
[X Link](https://x.com/JackFarley96/status/1978096115254706221) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 4347 engagements


"Here is $SMHX vs. $SMH vs. $SOXX since $SMHX's inception I wouldn't be too bearish on fab side someone's going to have to actually fab these chips. See my fireside chat w @angusshillingto & @NickFrasse: Apple Spotify 3/4"  
[X Link](https://x.com/JackFarley96/status/1978096119923036563) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 3760 engagements


"Disclosure: VanEck is a sponsor of my media company the Monetary Matters podcast network 4/4"  
[X Link](https://x.com/JackFarley96/status/1978096122460602732) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 3321 engagements


"@exio175089 have never owned it but have owned Naspers from time to time because of its exposure to Tencent. The case is the same"  
[X Link](https://x.com/JackFarley96/status/1979257713575031168) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T18:46Z 80.6K followers, XX engagements


"@NaplesRunner I didn't mention that because we focused on the $ZION Cali CRE loan. But yeah Cantor"  
[X Link](https://x.com/JackFarley96/status/1979684100866023870) [@JackFarley96](/creator/x/JackFarley96) 2025-10-18T23:00Z 80.6K followers, XX engagements


"OUT NOW - banks have been hiding sour loans via VERY HIGH levels of "loan mods" & "note-on-note financings" Opacity rules the day. Apple Spotify YouTube 1/4"  
[X Link](https://x.com/JackFarley96/status/1960352836614848691) [@JackFarley96](/creator/x/JackFarley96) 2025-08-26T14:45Z 80.6K followers, 201.3K engagements


"Bill Moreland of BankRegData is a pioneer in tracking FDIC Call Report data on banks. Here is Flagstar's $FLG nonperforming Loans in its multifamily loan book. Pretty gruesome. It gets worse when you look at loan modification. Sponsor 2/4"  
[X Link](https://x.com/JackFarley96/status/1960352842427847124) [@JackFarley96](/creator/x/JackFarley96) 2025-08-26T14:45Z 80.6K followers, 5690 engagements


"Funny meme. @Larryjamieson_ has written pieces on $MCO & $MSCI and since over half of $SPGI's EBITDA is from ratings and indices (Moody's & MSCI's businesses basically) he probably is that guy (and so am I)"  
[X Link](https://x.com/JackFarley96/status/1975347663836226030) [@JackFarley96](/creator/x/JackFarley96) 2025-10-06T23:49Z 80.6K followers, 14K engagements


"Credit card delinquencies at Bank of America DOWN year-over-year"  
[X Link](https://x.com/JackFarley96/status/1978452177883439456) [@JackFarley96](/creator/x/JackFarley96) 2025-10-15T13:25Z 80.6K followers, 44.9K engagements


"Interesting"  
[X Link](https://x.com/JackFarley96/status/1979010217212842302) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T02:22Z 80.6K followers, 13.2K engagements


"@HongshenZhu Good to know thank you"  
[X Link](https://x.com/JackFarley96/status/1980243267221623263) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T12:02Z 80.6K followers, XX engagements


"President Trump: Don't worry about China"  
[X Link](https://x.com/JackFarley96/status/1977418236921795055) [@JackFarley96](/creator/x/JackFarley96) 2025-10-12T16:57Z 80.6K followers, 310.6K engagements


"Precious metal royalty/streamers going on sale today $FNV $WPM"  
[X Link](https://x.com/JackFarley96/status/1979204214199931233) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T15:13Z 80.6K followers, 6105 engagements


"Activism in banking is back: a chronicling of alleged "capital destruction" and a call for action from a very talented shop (riding high off recent $CMA win) regarding Eastern Bankshares $EBC"  
[X Link](https://x.com/JackFarley96/status/1980295392521809974) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T15:29Z 80.6K followers, 23.6K engagements


"HoldCo strikes again On an absolute heater First $CMA then $EBC now $FIBK"  
[X Link](https://x.com/JackFarley96/status/1980384780912062813) [@JackFarley96](/creator/x/JackFarley96) 2025-10-20T21:25Z 80.6K followers, 14.1K engagements