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[@MosaicAssetCo](/creator/twitter/MosaicAssetCo)
"Huge sums being poured into domestic manufacturing with a $XXX billion pipeline per Apollo. Tailwinds for pick n' shovel trades"  
[X Link](https://x.com/MosaicAssetCo/status/1979236659821412451) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-17T17:22Z 2799 followers, XXX engagements


"@unusual_whales As with anything if you exclude what was good you are left with something bad. That's like saying the stock market is down this year if you exclude the up days"  
[X Link](https://x.com/MosaicAssetCo/status/1979205905741746567) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-17T15:20Z 2797 followers, 124.2K engagements


"Central banks are a big driver behind gold's surge. Foreign central banks now own more gold than U.S. Treasuries on their balance sheet. $GLD $IAU"  
[X Link](https://x.com/MosaicAssetCo/status/1979910065399202001) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-19T13:58Z 2799 followers, XXX engagements


"@DeItaone I don't know the Johnson Redbook weekly retail sales still looks strong. Up XXX% in the most recent report"  
[X Link](https://x.com/MosaicAssetCo/status/1977723510077145573) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-13T13:10Z 2799 followers, 1680 engagements


"@APompliano Send quarter GDP growth at 3.8%. Most recent estimate for third-quarter annualized at 3.8%. No recession in sight"  
[X Link](https://x.com/MosaicAssetCo/status/1977726817533358467) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-13T13:23Z 2799 followers, 4506 engagements


"@KobeissiLetter Just about all those deals ultimately goes through one company and that's Taiwan Semiconductor $TSM"  
[X Link](https://x.com/MosaicAssetCo/status/1977732225685762434) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-13T13:44Z 2798 followers, 5042 engagements


"@charliebilello More to go until the Fed starts to tighten"  
[X Link](https://x.com/MosaicAssetCo/status/1978871949292929496) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-16T17:13Z 2797 followers, XXX engagements


"@WatcherGuru Turns out gold was warning of a bank crisis not currency debasement"  
[X Link](https://x.com/MosaicAssetCo/status/1978916627862237530) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-16T20:11Z 2798 followers, XXX engagements


"@KobeissiLetter Imagine if the Fed had to raise rates to support the dollar during a recession"  
[X Link](https://x.com/MosaicAssetCo/status/1978984482561532218) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-17T00:40Z 2798 followers, 2805 engagements


"@Investingcom Trade war and bank crisis canceled apparently. In all seriousness though need to get VIX back below XX for the all clear signal"  
[X Link](https://x.com/MosaicAssetCo/status/1979194758741332077) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-17T14:36Z 2797 followers, XXX engagements


"Great setup developing in TSLA. Trading tight off a smaller pullback from the highs around $XXX. $TSLA"  
[X Link](https://x.com/MosaicAssetCo/status/1979273306571166057) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-17T19:48Z 2800 followers, XXX engagements


"Bitcoin and gold have been the leaders of the scarcity trade. Silver and Ethereum could be the next to follow to record highs. Here's a chart breakdown of Ethereum's price action and the level to watch now. $IBIT $BITB $GLD $SLV $ETH $EETH $ETHA"  
[X Link](https://x.com/MosaicAssetCo/status/1978802654567379437) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-16T12:38Z 2799 followers, XXX engagements


"VIX signaling there could be a quick burst of downside here. Holding over XX for the first time since early May which could draw selling from the vol-targeting crowd. Also VVIX "vol of volatility" jumping to the highest level since the April trade war selloff. $VIX $SPY $QQQ"  
[X Link](https://x.com/MosaicAssetCo/status/1978907300174655548) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-16T19:34Z 2798 followers, 28.8K engagements


"Market update report is out🚨 📉October volatility living to its reputation. 🐻Trade war and bank fears driving a selloff. 🧐Key levels to watch on VIX and S&P XXX for downside. 💵Evidence the economy holding up during the govt. shutdown👇 $SPY $QQQ $VIX"  
[X Link](https://x.com/MosaicAssetCo/status/1979980366430769294) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-19T18:38Z 2797 followers, XXX engagements


"@ZaStocks Cant wait for the trading backdrop to get constructive again. $CRWV will be at the top of my watchlist"  
[X Link](https://x.com/MosaicAssetCo/status/1979997207760634342) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-19T19:44Z 2798 followers, 1365 engagements


"COHR daily chart. Next AI infrastructure stock to watch for a breakout. Smaller pullback so far off the $XXX resistance level. $COHR"  
[X Link](https://x.com/MosaicAssetCo/status/1978473493629903349) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-15T14:50Z 2798 followers, XXX engagements


"Your point about looking at margin debt relative to GDP and also market cap is important to put in context. Not as bad as the absolute levels make it seem but still excessive. Unfortunately theres probably more to go which created risks down the road because volatility and leverage do not mix well"  
[X Link](https://x.com/MosaicAssetCo/status/1979197986409210141) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-17T14:49Z 2797 followers, 4679 engagements


"@TaviCosta Still plenty of tailwinds for precious metals and mining stocks. Mean reversion will hit at some point but the cycle of uptrend consolidation uptrend should remain intact"  
[X Link](https://x.com/MosaicAssetCo/status/1979273004707135780) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-17T19:47Z 2797 followers, 3497 engagements


"Foreign central banks now hold more gold than Treasuries in reserve. The rate of change in net gold purchases from central banks was a major inflection in gold prices even before the financial crisis in 2008. $IAU $GLD"  
[X Link](https://x.com/MosaicAssetCo/status/1979734243094987044) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-19T02:19Z 2798 followers, XXX engagements


"@unusual_whales Define correction.10-20% Can see a shock like the trade war in April at any time. But loose financial conditions w/ the Fed set to cut rates further is supportive overall for stocks"  
[X Link](https://x.com/MosaicAssetCo/status/1980262884241289361) [@MosaicAssetCo](/creator/x/MosaicAssetCo) 2025-10-20T13:20Z 2799 followers, XXX engagements