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[@ArturoVandelayI](/creator/twitter/ArturoVandelayI)
"Building materials space absolutely getting crushed over last week $BLDR X straight -XX% $LPX 5/6 -X% $CARR 8/9 -X% $TREX 5/6 -XX% Im sure its nothing"  
[X Link](https://x.com/ArturoVandelayI/status/1969161690219413939) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-09-19T22:08Z 2629 followers, 1324 engagements


"$BLDR now down X straight and homebuilders $XHB 6/7 Housing supply stagnant & XX year mortgage still 6%+ not a great recipe for growth"  
[X Link](https://x.com/ArturoVandelayI/status/1970300560835539366) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-09-23T01:33Z 2630 followers, 1160 engagements


"Shiny yellow metal priced in CAD pesos may hit $6k any day now"  
[X Link](https://x.com/ArturoVandelayI/status/1978794676946952352) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-16T12:06Z 2630 followers, XXX engagements


"PS. Up XX% in XX days is ultimate repudiation of Canadas fiscal & immigration policies & monetary chicanery enabling them PPS. Canada owns no gold reserves. 0.0"  
[X Link](https://x.com/ArturoVandelayI/status/1978795211200569597) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-16T12:08Z 2629 followers, XX engagements


"@GasPriceWizard Apparently Mayor Brown doesnt have access to Google"  
[X Link](https://x.com/ArturoVandelayI/status/1978860548914553138) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-16T16:28Z 2628 followers, XXX engagements


"Gold has doubled in USD in less than two years. Here is gold in Canadian pesos over last two years. Up 2.25X"  
[X Link](https://x.com/ArturoVandelayI/status/1979013335027720591) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-17T02:35Z 2630 followers, XXX engagements


"Rocket now down 7/8 & down a whopping XX% from recent highs on October 1st. Waiting for bounce back to lower high & will look to get short via puts PE/PC complex continues to get whacked w/ugly stick $KKR $CG $ARES & regional banking ETF $KRE looking toppy Careful out there"  
[X Link](https://x.com/ArturoVandelayI/status/1976313505725939773) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-09T15:47Z 2633 followers, XXX engagements


"Plenty of DMs re alt asset managers & specialty finance asking for buy ranges. My position given magnitude and speed of sell-off is longs are rentals only After gap opengroup selling off again which is a sign of distribution Short $JEF $BX $KKR via November/December puts"  
[X Link](https://x.com/ArturoVandelayI/status/1976655291061301502) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-10T14:25Z 2632 followers, XXX engagements


"Various & sundry USD getting smoked today & CAD cant lift Decliners over advancers 4-1 High beta $SPHB -XXX% while low vol. $SPLV +0.4% Private Equity/Credit complex unraveling- $KKR -4%/-7% wk $BN -3%/-5% wk $ARES -3.3%/-6.6% wk $CG -4%/-11% wk Be careful out there"  
[X Link](https://x.com/ArturoVandelayI/status/1976713003610603971) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-10T18:14Z 2632 followers, XXX engagements


"In midst of an AM ripper & cant help but notice PE & alt asset managers continue to trade heavy Invesco Listed PE ETF $PSP +0.80bps vs $SPY +1.25% & $QQQ +1.7% Green shoot in space is dumpster🔥$JEF +3.4% after being down X straight. 👀 to get short on move to $60"  
[X Link](https://x.com/ArturoVandelayI/status/1977743709811708196) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-13T14:30Z 2630 followers, XXX engagements


"PP&C industry getting crunched today on back of Progressives Q3 miss $PGR $TRV $CB $ALL $PGR trading to lowest level since 08/24"  
[X Link](https://x.com/ArturoVandelayI/status/1978475513954934868) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-15T14:58Z 2631 followers, XXX engagements


"@Sean_Speer @cbcwatcher Canada Pension Plan (CPP) say hold our 🍺 XX% of $700B+ vested directly in USA majority invested in illiquid Private Equity/Credit"  
[X Link](https://x.com/ArturoVandelayI/status/1978848240641446092) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-16T15:39Z 2629 followers, XX engagements


"How does the coming Private Equity & Private Credit disaster play out. Gradually then suddenly"  
[X Link](https://x.com/ArturoVandelayI/status/1979246762201141701) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-17T18:02Z 2633 followers, XXX engagements


"Can someone get a word to the lefties & boomer mouth breathers having meltdowns that their head of state is actually a🤴 Judy: Hey Margie was just thinking were actually governed by the crown. Margie: Eff Donald Trump"  
[X Link](https://x.com/ArturoVandelayI/status/1979770205208531167) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-19T04:42Z 2631 followers, XXX engagements


"@BankerWeimar Gradually then suddenly. Worked in retail WM for XX years mostly w/massive WM firms that control the box. Retail is uber underweight metals & miners. Most books chase yield to service 65+ clients who require income. Retail traders likely in and out & uber wealthy maybe"  
[X Link](https://x.com/ArturoVandelayI/status/1979774383750357200) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-19T04:59Z 2631 followers, XX engagements


"@KashPrime @BeijingDai After XX years of flat real GDP growth & bottom of barrel labour productivity trends One might surmised our economy was already dismantled"  
[X Link](https://x.com/ArturoVandelayI/status/1979870292207079426) [@ArturoVandelayI](/creator/x/ArturoVandelayI) 2025-10-19T11:20Z 2630 followers, XX engagements