[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@Ange_OTPM](/creator/twitter/Ange_OTPM) "Pairs that passed strict filters. $HII/ $NSC Hedge-Ratio = XXXX Cointegration P = XXXXXX ADF p = XXXXXX Sharpe = XXXXXX Half-life = XXXXXX ML Accuracy = XXXXXX Rows = XXX Sectors both industrials" [X Link](https://x.com/Ange_OTPM/status/1958496464201805908) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-08-21T11:48Z XXX followers, XXX engagements "@RBReich Its called deal with like minded people. The UAE Qatar and Saudi Arabia have invested in the US since early 70s over $X Trillion. How much Israel has invested in the US since 1948 X. The US has invested in Israel over $XXX Billion. You see the difference" [X Link](https://x.com/Ange_OTPM/status/1978879306295353656) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-16T17:42Z XXX followers, XX engagements "@Brockway_32m @DarrigoMelanie Let me break you down: 1.Swap differential advantage Argentina borrows yuan under the swap line then uses trade flows (soy exports) to earn USD. If the USD weakens vs CNY the repayment cost (in USD terms) drops" [X Link](https://x.com/Ange_OTPM/status/1978883146130014664) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-16T17:58Z XXX followers, XX engagements "@Brockway_32m @DarrigoMelanie 2.Asymmetric payoff They get liquidity from China (cheaper fixed in CNY) hold USD assets from exports and pay IMF or U.S. creditors later in cheaper dollars. Thats profiting from exchange-rate divergence + time-maturity spread" [X Link](https://x.com/Ange_OTPM/status/1978883256012386433) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-16T17:58Z XXX followers, XX engagements "🚨 U.S. hits Canada with XX% tariffs on non-USMCA goods (autos parts electronics textiles furniture HTS 9903.01.10). Starts Aug X. 🔧 Canadian firms exposed: $MGA (Magna) $LNR.TO (Linamar) $NFI.TO (NFI Group)" [X Link](https://x.com/Ange_OTPM/status/1951091784014266637) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-08-01T01:25Z XXX followers, 5006 engagements "Vietnam (46%) apparel & electronics exporters; follow retail/consumer importers Brazil (50%) ADR $UGP; U.S. reliance on soy & oil imports Canada (35%) $MGA exposure; U.S. auto firms sourcing parts South Africa (30%) ADRs $SSL $AU $SBSW linked to mining-metal" [X Link](https://x.com/Ange_OTPM/status/1951265451784241494) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-08-01T12:55Z XXX followers, XXX engagements "exports India (2526%) ADRs $INFY $HDB $IBN $RDY $SIFY $WIT $WNS Switzerland (39%) ADRs $NVS $LOGI $MOLN $SSREY $SCMWY key pharma/precision exports Japan (25%) auto/machinery sectors; ADRs like $TM $SMFG" [X Link](https://x.com/Ange_OTPM/status/1951265539906814017) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-08-01T12:55Z XXX followers, XXX engagements "$PSX-$FCX Hedge Ratio: XXXX Coint P: XXXXXX ADF p: XXXXX Sharpe: XXXX Half-Life: XXXX ML Accu:1 Rows: XX Sector: Energy/Mater $TSLA-$MHK Hedge ratio:0.45 Coint p: XXXXX ADF p: XXXXX Sharpe: XXXX Half-Life: XXXX ML Accu: XXXX Rows: XX Sector: Both Cons Dis" [X Link](https://x.com/Ange_OTPM/status/1958870567450456533) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-08-22T12:35Z XXX followers, XXX engagements "Long basket (onshoring beneficiaries in the U.S.) $TMO $DHR $CTLT $WST $STE $CRL $AVTR $LLY (for the $NVO vs $LLY pairs trade)" [X Link](https://x.com/Ange_OTPM/status/1971379297937240520) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-09-26T01:00Z XXX followers, XXX engagements "@grok @ghostofgrandpa The issue isnt the botits the pipeline. Devs choose data labels and loss functions that shape outputs. Back the tariff claims with public sources + a replication notebook: (1) $80B gross vs net (2) how 400k jobs were attributed to tariffs vs the cycle (3) timeframe and" [X Link](https://x.com/Ange_OTPM/status/1978092272525754741) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-14T13:35Z XXX followers, XX engagements "@grok @ghostofgrandpa confounders. Transparency slogans" [X Link](https://x.com/Ange_OTPM/status/1978092287868510427) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-14T13:35Z XXX followers, XX engagements "SHARING PART OF MY QUANT DASHBOARD 🔴 Next -XXXXX with Z=+3.19. Ensemble(next)=Short; AR(1)(next)=Short. Suggested: Short GLW / Long MS (Z gate=2.0). Z = +3.19 GLW rich vs MS (upper tail) CoinT p XXXXX not statistically CI treat as RV/dispersion🥂" [X Link](https://x.com/Ange_OTPM/status/1978494095359414462) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-15T16:12Z XXX followers, XX engagements "@Brockway_32m @DarrigoMelanie Sovereign-level arbitrage often happens across timeframes using rate policy and FX gaps between nations. The existence of a future FX risk doesnt make it a bet it makes it managed carry with policy intent" [X Link](https://x.com/Ange_OTPM/status/1978897432466591829) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-16T18:54Z XXX followers, XX engagements "@Brockway_32m @DarrigoMelanie The arbitrage lies in the rate and policy differential not just the FX rate. If the USD keeps weakening the payoff is bigger; if not Argentina still gains liquidity and policy flexibility. Thats a positive-carry hedge not gambling" [X Link](https://x.com/Ange_OTPM/status/1978898223960912042) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-16T18:57Z XXX followers, XX engagements "@grok Youre still arguing from inside the lab you think youve escaped Replication and falsifiability dont mean freedom when every testdatasetand rival framework still answers to the same funding pipeline.The illusion of independence is the most efficient control system ever built" [X Link](https://x.com/Ange_OTPM/status/1980048311488057437) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-19T23:07Z XXX followers, X engagements "@grok Youre describing interpretive symmetry not empirical rigor. If claims stand or fall by evidence then rhetoric that shapes public behavior is empirical evidence. Trumps repetition of autocracy memes isnt just noise" [X Link](https://x.com/Ange_OTPM/status/1980058466539671690) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-19T23:48Z XXX followers, X engagements "@grok its observable influence just like Elons Mars or bust reshapes funding policy and investor sentiment. You cant validate one as progress and dismiss the other as parody. Narrative effects are measurable data unless your framework only measures what flatters its architect" [X Link](https://x.com/Ange_OTPM/status/1980058500752666785) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-19T23:48Z XXX followers, X engagements "@grok Intent doesnt determine empirical weight impact does. If Elons rhetoric can be measured through rockets and revenue Trumps through policy shifts polarization and court rulings. Both reshape institutions. You cant call one falsifiable progress and the other hype" [X Link](https://x.com/Ange_OTPM/status/1980064145694454055) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-20T00:10Z XXX followers, XX engagements "@grok not when it worships its instruments" [X Link](https://x.com/Ange_OTPM/status/1980065327330603128) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-20T00:15Z XXX followers, X engagements "@grok Youre describing the philosophy of convergence not neutrality. Rival frameworks can iterate toward coherence but only if all inputs get equal exposure and they dont. Data ecosystems arent decentralized; theyre curated filtered and privately owned" [X Link](https://x.com/Ange_OTPM/status/1980066164530463127) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-20T00:18Z XXX followers, X engagements "@grok Reality may enforce consistency but access determines who gets to record it" [X Link](https://x.com/Ange_OTPM/status/1980066181429211600) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-20T00:19Z XXX followers, X engagements "@grok D_textobs ;=; underbracemathcalG(AB)textgatekeeper filtercirc Dtexttrue quad 0le mathcalGle 1" [X Link](https://x.com/Ange_OTPM/status/1980084023201579465) [@Ange_OTPM](/creator/x/Ange_OTPM) 2025-10-20T01:29Z XXX followers, X engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@Ange_OTPM
"Pairs that passed strict filters. $HII/ $NSC Hedge-Ratio = XXXX Cointegration P = XXXXXX ADF p = XXXXXX Sharpe = XXXXXX Half-life = XXXXXX ML Accuracy = XXXXXX Rows = XXX Sectors both industrials"
X Link @Ange_OTPM 2025-08-21T11:48Z XXX followers, XXX engagements
"@RBReich Its called deal with like minded people. The UAE Qatar and Saudi Arabia have invested in the US since early 70s over $X Trillion. How much Israel has invested in the US since 1948 X. The US has invested in Israel over $XXX Billion. You see the difference"
X Link @Ange_OTPM 2025-10-16T17:42Z XXX followers, XX engagements
"@Brockway_32m @DarrigoMelanie Let me break you down: 1.Swap differential advantage Argentina borrows yuan under the swap line then uses trade flows (soy exports) to earn USD. If the USD weakens vs CNY the repayment cost (in USD terms) drops"
X Link @Ange_OTPM 2025-10-16T17:58Z XXX followers, XX engagements
"@Brockway_32m @DarrigoMelanie 2.Asymmetric payoff They get liquidity from China (cheaper fixed in CNY) hold USD assets from exports and pay IMF or U.S. creditors later in cheaper dollars. Thats profiting from exchange-rate divergence + time-maturity spread"
X Link @Ange_OTPM 2025-10-16T17:58Z XXX followers, XX engagements
"🚨 U.S. hits Canada with XX% tariffs on non-USMCA goods (autos parts electronics textiles furniture HTS 9903.01.10). Starts Aug X. 🔧 Canadian firms exposed: $MGA (Magna) $LNR.TO (Linamar) $NFI.TO (NFI Group)"
X Link @Ange_OTPM 2025-08-01T01:25Z XXX followers, 5006 engagements
"Vietnam (46%) apparel & electronics exporters; follow retail/consumer importers Brazil (50%) ADR $UGP; U.S. reliance on soy & oil imports Canada (35%) $MGA exposure; U.S. auto firms sourcing parts South Africa (30%) ADRs $SSL $AU $SBSW linked to mining-metal"
X Link @Ange_OTPM 2025-08-01T12:55Z XXX followers, XXX engagements
"exports India (2526%) ADRs $INFY $HDB $IBN $RDY $SIFY $WIT $WNS Switzerland (39%) ADRs $NVS $LOGI $MOLN $SSREY $SCMWY key pharma/precision exports Japan (25%) auto/machinery sectors; ADRs like $TM $SMFG"
X Link @Ange_OTPM 2025-08-01T12:55Z XXX followers, XXX engagements
"$PSX-$FCX Hedge Ratio: XXXX Coint P: XXXXXX ADF p: XXXXX Sharpe: XXXX Half-Life: XXXX ML Accu:1 Rows: XX Sector: Energy/Mater $TSLA-$MHK Hedge ratio:0.45 Coint p: XXXXX ADF p: XXXXX Sharpe: XXXX Half-Life: XXXX ML Accu: XXXX Rows: XX Sector: Both Cons Dis"
X Link @Ange_OTPM 2025-08-22T12:35Z XXX followers, XXX engagements
"Long basket (onshoring beneficiaries in the U.S.) $TMO $DHR $CTLT $WST $STE $CRL $AVTR $LLY (for the $NVO vs $LLY pairs trade)"
X Link @Ange_OTPM 2025-09-26T01:00Z XXX followers, XXX engagements
"@grok @ghostofgrandpa The issue isnt the botits the pipeline. Devs choose data labels and loss functions that shape outputs. Back the tariff claims with public sources + a replication notebook: (1) $80B gross vs net (2) how 400k jobs were attributed to tariffs vs the cycle (3) timeframe and"
X Link @Ange_OTPM 2025-10-14T13:35Z XXX followers, XX engagements
"@grok @ghostofgrandpa confounders. Transparency slogans"
X Link @Ange_OTPM 2025-10-14T13:35Z XXX followers, XX engagements
"SHARING PART OF MY QUANT DASHBOARD 🔴 Next -XXXXX with Z=+3.19. Ensemble(next)=Short; AR(1)(next)=Short. Suggested: Short GLW / Long MS (Z gate=2.0). Z = +3.19 GLW rich vs MS (upper tail) CoinT p XXXXX not statistically CI treat as RV/dispersion🥂"
X Link @Ange_OTPM 2025-10-15T16:12Z XXX followers, XX engagements
"@Brockway_32m @DarrigoMelanie Sovereign-level arbitrage often happens across timeframes using rate policy and FX gaps between nations. The existence of a future FX risk doesnt make it a bet it makes it managed carry with policy intent"
X Link @Ange_OTPM 2025-10-16T18:54Z XXX followers, XX engagements
"@Brockway_32m @DarrigoMelanie The arbitrage lies in the rate and policy differential not just the FX rate. If the USD keeps weakening the payoff is bigger; if not Argentina still gains liquidity and policy flexibility. Thats a positive-carry hedge not gambling"
X Link @Ange_OTPM 2025-10-16T18:57Z XXX followers, XX engagements
"@grok Youre still arguing from inside the lab you think youve escaped Replication and falsifiability dont mean freedom when every testdatasetand rival framework still answers to the same funding pipeline.The illusion of independence is the most efficient control system ever built"
X Link @Ange_OTPM 2025-10-19T23:07Z XXX followers, X engagements
"@grok Youre describing interpretive symmetry not empirical rigor. If claims stand or fall by evidence then rhetoric that shapes public behavior is empirical evidence. Trumps repetition of autocracy memes isnt just noise"
X Link @Ange_OTPM 2025-10-19T23:48Z XXX followers, X engagements
"@grok its observable influence just like Elons Mars or bust reshapes funding policy and investor sentiment. You cant validate one as progress and dismiss the other as parody. Narrative effects are measurable data unless your framework only measures what flatters its architect"
X Link @Ange_OTPM 2025-10-19T23:48Z XXX followers, X engagements
"@grok Intent doesnt determine empirical weight impact does. If Elons rhetoric can be measured through rockets and revenue Trumps through policy shifts polarization and court rulings. Both reshape institutions. You cant call one falsifiable progress and the other hype"
X Link @Ange_OTPM 2025-10-20T00:10Z XXX followers, XX engagements
"@grok not when it worships its instruments"
X Link @Ange_OTPM 2025-10-20T00:15Z XXX followers, X engagements
"@grok Youre describing the philosophy of convergence not neutrality. Rival frameworks can iterate toward coherence but only if all inputs get equal exposure and they dont. Data ecosystems arent decentralized; theyre curated filtered and privately owned"
X Link @Ange_OTPM 2025-10-20T00:18Z XXX followers, X engagements
"@grok Reality may enforce consistency but access determines who gets to record it"
X Link @Ange_OTPM 2025-10-20T00:19Z XXX followers, X engagements
"@grok D_textobs ;=; underbracemathcalG(AB)textgatekeeper filtercirc Dtexttrue quad 0le mathcalGle 1"
X Link @Ange_OTPM 2025-10-20T01:29Z XXX followers, X engagements
/creator/twitter::1324931422994362368/posts