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[@Dutch_Brat](/creator/twitter/Dutch_Brat)
"US-India tariff hike risks supply chain disruptions. $TATA $RELIANCE could face margin pressure; Indian equity ETFs underperform. Watch $CAT $DE ($487.72 +0.00%) on ag equipment export limits. EM exposure needs reevaluation; prefer LatAm over Asia. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1960628866755482023) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-08-27T09:02Z XXX followers, XX engagements


"Paramount's bid for $WBD ($19.33 +3.37%) at $22-$24/share signals consolidation trend. High cash stake de-risks deal; Larry Ellison's backing boosts credibility. $WBD ($19.33 +3.37%) could rally near bid price. Streaming wars heat upscale advantages critical. $PARA gains optionality. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1969159773238006217) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-09-19T22:00Z XXX followers, XXX engagements


"Typhoon Ragasa disrupts $HSI trading; expect short-term volatility in property ($1113.HK) & insurance ($1299.HK). Supply chain risks may impact $AAPL & $TSM as logistics stall. Accumulate defensive plays; utilities & staples could outperform. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1970745215309742289) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-09-24T07:00Z XXX followers, XXX engagements


"$EA ($202.05 +4.50%) buyout via Saudi-led capital highlights Gulf's growing influence in U.S. assets. Expect more MENA-driven deals amid petrodollar recycling. Watch for scrutiny under CFIUS & policy risk. Gaming sector M&A heats up; bullish for $TTWO ($259.96 +1.50%) $ATVI arbitrage plays. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1972904435220107298) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-09-30T06:00Z XXX followers, XX engagements


"Ukraine's gas deficit from Russian strikes tightens EU energy supply. Expect upward pressure on LNG prices benefiting exporters like $LNG ($3.49 -0.28%). EU winter demand may spur policy-driven subsidies; watch for volatility in energy equities. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1976362083542303079) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-09T19:00Z XXX followers, XX engagements


"Gold's surge to $4500 signals distrust in fiat amid global de-dollarization and central bank buying. Inflation hedges dominate. Watch $GLD ($4339.47 +0.26%) miners like $NEM ($96.00 -2.21%) and FX shifts. Sustained breakout depends on rates liquidity and geopolitical stability. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979125337570029970) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-17T10:00Z XXX followers, XXX engagements


"China's rare earth dominance and export curbs amplify supply chain risks for U.S. tech & defense sectors. $MP ($48.69 +0.46%) benefits from reshoring but higher costs loom. Watch EVs and semiconductors for margin pressures. Diversification plays like $LYSCF gain traction. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979261306696831208) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-17T19:00Z XXX followers, XXX engagements


"The News 📰: FDA approval of Novo Nordisks $NVO oral semaglutide (Rybelsus) for CV risk reduction in high-risk Type X diabetes patients marks a major win. Expanding GLP-1 coverage beyond glycemic control into cardiometabolic conditions broadens the total addressable market (TAM) significantly with implications for both revenue and healthcare outcomes. Part 1/3"  
[X Link](https://x.com/Dutch_Brat/status/1979314086660710739) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-17T22:30Z XXX followers, XXX engagements


"Market Impact ➡: $NVO could see accelerated adoption of Rybelsus as prescribers prioritize CV benefits alongside diabetes control. Competitors like $LLY ($801.34 -2.19%) (Mounjaro) may face heightened pressure in oral GLP-1 innovation. Watch for ripple effects in managed care PBMs and CV device makers ($ABT ($128.48 +0.71%)/$BSX)as GLP-1 drugs eat into traditional CV management pathways. Part 2/3"  
[X Link](https://x.com/Dutch_Brat/status/1979314087843565668) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-17T22:30Z XXX followers, XXX engagements


"Dalio shifts focus to gold as a riskless asset amid waning confidence in U.S. Treasuries. Rising $GLD ($4252.02 +0.00%) prices (+9% YTD) signal inflation hedging & geopolitical risks. Rebalance portfolios towards commodities; mining stocks like $NEM ($91.23 -7.11%) could benefit. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979427344478527868) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-18T06:00Z XXX followers, XXX engagements


"FAA approval lets $BA ($212.94 +0.52%) scale XXX MAX output to 42/month. Boosts aerospace supply chain but risks overcapacity amid macro uncertainty. Watch $BA ($212.94 +0.52%) margins on execution risks; potential tailwind for suppliers like $SPR. Long-term demand key. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979442513980068054) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-18T07:00Z XXX followers, XXX engagements


"China's rare-earth export curbs tighten supply chains boosting prices. $MP ($48.86 +0.80%) a US producer likely benefits as domestic sourcing gains traction. Watch EV/battery stocks for margin pressure. Long-term: global diversification of supply needed. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979472589220102586) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-18T09:00Z XXX followers, XXX engagements


"U.S.-China tensions risk supply disruptions in critical rare earths. $MP ($48.86 +0.80%) and $LIT ($90.25 -0.77%) may rally as nations diversify sourcing. Defense EV and tech sectors face cost pressures. Watch Oct. XX developments for policy clarity and trade impacts. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979555629862641802) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-18T14:30Z XXX followers, XX engagements


"Xi's military shakeup signals heightened political consolidation raising geopolitical risks. Potential impacts: $FXI ($39.94 +0.03%) volatility yuan pressure and defensive demand for safe havens like $GLD ($4252.02 +0.00%). Watch for spillover into global trade and EM equities. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979593385330573329) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-18T17:00Z XXX followers, XX engagements


"SEC's potential approval of spot Solana ETFs by Oct 2025 could drive institutional inflows boosting $SOL ($185.44 -0.44%). Alpenglow upgrade Q1 2026 adds tech tailwind. Watch for pre-ETF speculative run-up but assess profit-taking risk post-approval. Diversify exposure. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979804787156639935) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-19T07:00Z XXX followers, XX engagements


"Gold's surge past $4000 signals investor distrust in fiat stability amid global debt and inflation concerns. $GLD ($4252.02 +0.00%) flows likely to surge but watch for profit-taking. Miners ($GOLD ($4252.02 +0.00%) $NEM ($91.23 -7.11%)) offer leverage to price moves. Precious metals ETFs may outperform. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979835026733781377) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-19T09:00Z XXX followers, XX engagements


"A 'Great Reset' risks systemic shocks via overleveraged tech bets illiquid ETFs and algo-driven volatility. Watch $QQQ ($24944.70 +0.50%) for tech contagion. Defensive plays in $XLP or cash may outperform. Central banks likely forced into QE XXX to stabilize. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980152077268460031) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T06:00Z XXX followers, XX engagements


"EU's Russian gas ban accelerates LNG demand boosting $LNG ($3.54 +0.00%) $TELL. European renewables ($ENR.DE $ORSTED.CO) see tailwinds but higher input costs could pressure margins. Watch natural gas price volatility and US exporters' capacity expansions. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980212507764510783) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T10:00Z XXX followers, XX engagements


"China's export curbs on rare-earth magnets tighten supply chains boosting input costs for $TSLA ($443.86 +1.07%) $AAPL ($259.22 +2.79%) and defense stocks. Long-term tailwind for US/EU rare-earth miners. Consider exposure to $MP ($49.39 +1.09%); geopolitical risks favor strategic commodity plays. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980280466511946135) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T14:30Z XXX followers, XXX engagements


"Gold hits $4380 ATH amid relentless risk aversion. 9-week rally signals peak fear echoing 1978 trends but amplified. A correction seems inevitable. Watch $GLD ($4259.83 +0.18%) options for hedging or short positioning as rates may rise pressuring non-yielding assets. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980197383855043066) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T09:00Z XXX followers, XX engagements


"Trump's focus on rare earths fentanyl soybeans could pressure commodity markets & agri stocks ($ADM $BG). Tech reliant on rare earths may face input cost risks. Watch $SOYB & $REMX ETFs for moves. Trade truce uncertainty adds volatility. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980393797126160495) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T22:00Z XXX followers, XX engagements


"The News 📰: Headlines suggest a "Great Reset" a modern-day echo of 1929. Overleveraged speculative positions sky-high tech valuations and abrupt shifts in monetary policy are the catalysts. Add algorithmic trading & social media-fueled panic and liquidity risks spiral. Central banks may face their biggest stress test yet. Part 1/3"  
[X Link](https://x.com/Dutch_Brat/status/1980401316099711048) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T22:30Z XXX followers, XX engagements


"US Treasury's $20B peso intervention signals backstop for Argentina. Relief rally in $ARG ($5169.50 -0.94%) sovereign bonds likely but USDARS volatility persists. Commodities-linked plays (e.g. $VALE) could gain as LatAm stability improves. Watch EMFX contagion risk. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1978106104753074236) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-14T14:30Z XXX followers, XX engagements


"Gold's break past $4300 signals inflation hedge demand amid policy uncertainty. $SBSW gains reflect miner leverage to gold prices. Potential dollar weakness strengthens gold outlook; consider reallocating to quality miners over ETF exposure. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979291433136685076) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-17T21:00Z XXX followers, XXX engagements


"Surging demand for $AAPL ($252.49 +2.07%)'s redesigned iPhone signals stronger ASPs & margins. Extended wait times hint at supply chain challenges but boost pricing power. Competitors like $SSNLF may face share pressure. Bullish for $AAPL ($252.49 +2.07%); consider tech sector exposure. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979850164786344113) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-19T10:00Z XXX followers, XX engagements


"Silver ($SLV ($47.03 -4.25%)) nearing $50-$52 resistance; failure could trigger 20%-30% correction. Inflation hedges may weaken if Fed remains hawkish. Watch $SLV ($47.03 -4.25%) options for downside protection; long-term breakout above $XXXX signals strong inflation hedge potential. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1979955802732421274) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-19T17:00Z XXX followers, XX engagements


"**The News 📰**: Gold ($XAUUSD) hit an all-time high of $4319/oz up XX% YTD fueled by U.S.China tensions Fed rate cut bets and safe haven demand during the U.S. government shutdown. Robust central bank gold purchases and falling Treasury yields amplify golds appeal in a risk-off environment. Part 1/3"  
[X Link](https://x.com/Dutch_Brat/status/1980038926854181349) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-19T22:30Z XXX followers, XX engagements


"**Market Impact ➡**: Golds rally signals deep macro anxiety. Weak Treasury yields undermine traditional risk-free assets pushing liquidity toward tangible stores of value. Mining stocks ($GOLD ($4258.98 +0.16%) $NEM ($91.23 -7.11%)) benefit directly but watch for indirect fallout: EM currencies may see headwinds while inflation expectations shift global capital flows. Part 2/3"  
[X Link](https://x.com/Dutch_Brat/status/1980038928083132736) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-19T22:30Z XXX followers, XX engagements


"**Our Take 🧐**: Golds climb underscores a regime shift: stagflation risks and monetary policy exhaustion are reshaping hedging strategies. Positioning in gold miners makes sense but real upside lies in countercyclical plays (TIPS defensive equities). As U.S.China tensions evolve FX volatility and global supply chains may compound pressuring EM equities. Part 3/3 📄 Read the full analysis: This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980038929483956412) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-19T22:30Z XXX followers, XX engagements


"US export controls and strategic reserves signal supply chain de-risking. $MP ($48.86 +0.00%) $LYSCF could benefit short-term but price floors risk distorting markets. Watch for China's retaliation potential margin pressure. Long-term: shift to alternative inputs. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980167193045213481) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T07:00Z XXX followers, XX engagements


"S&P's French downgrade signals rising fiscal risk in Europe. Forced selling may widen EU bond spreads affecting $BNP $ACA. Watch for ECB responserate hikes may intensify debt stress. Long German bunds as a defensive rotation opportunity. This is my opinion. Not financial advice"  
[X Link](https://x.com/Dutch_Brat/status/1980378600529416583) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T21:00Z XXX followers, XX engagements


"Market Impact ➡: Beyond the immediate sell-off contagion risk looms. Overvalued growth stocks ($TSLA ($446.64 +1.71%) $NVDA ($182.82 -0.16%)) & levered ETFs could lead declines but watch financials ($JPM ($302.46 +1.69%) $GS ($763.69 +2.03%)) for insolvency concerns. Liquidity freezes might hit private markets & derivatives harder pulling capital from risk assets globally. Part 2/3"  
[X Link](https://x.com/Dutch_Brat/status/1980401317240598729) [@Dutch_Brat](/creator/x/Dutch_Brat) 2025-10-20T22:30Z XXX followers, XX engagements