LunarCrush LLM | creator/twitter::1580555131/posts

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[@OJRenick](/creator/twitter/OJRenick)
"I have been bullish gold since adding it to my #RiskRadar in spring and I totally get its portfolio value but at a certain point this chart gets hard to explain without some broader macro implication that feels like it leans negative to me"  
[X Link](https://x.com/OJRenick/status/1980357500110291173) [@OJRenick](/creator/x/OJRenick) 2025-10-20T19:36Z 19.5K followers, 2691 engagements


"$SMH also looks distinctly better than $SPY one could even argue last month's ascending triangle is repeating itself for a bullish setup. still the most impt group"  
[X Link](https://x.com/OJRenick/status/1979255590401523840) [@OJRenick](/creator/x/OJRenick) 2025-10-17T18:38Z 19.5K followers, 1990 engagements


"great Q Saul can't believe i forgot. restarting stream real quick $APO $KKR $BX"  
[X Link](https://x.com/OJRenick/status/1976773684083015716) [@OJRenick](/creator/x/OJRenick) 2025-10-10T22:15Z 19.5K followers, 1690 engagements


"this from @LesliePicker yest must-read for weekend in understanding $APO $KKR $BX selloffs -- right when pvts and alts are trying to break down advisor door"  
[X Link](https://x.com/OJRenick/status/1976775879859880083) [@OJRenick](/creator/x/OJRenick) 2025-10-10T22:24Z 19.5K followers, 3531 engagements


"Watching this week: engulfing candle from 10th + $SMH which looks better than $SPX"  
[X Link](https://x.com/OJRenick/status/1980059238668947801) [@OJRenick](/creator/x/OJRenick) 2025-10-19T23:51Z 19.5K followers, 6183 engagements


"the other argument is that as stocks become concentrated around tech and investors lean into risk-on beta gold is just a really natural pairing. For example as I wrote years ago gold and btc work really beautifully together for this reason"  
[X Link](https://x.com/OJRenick/status/1980358807068024962) [@OJRenick](/creator/x/OJRenick) 2025-10-20T19:41Z 19.5K followers, XXX 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.]

@OJRenick "I have been bullish gold since adding it to my #RiskRadar in spring and I totally get its portfolio value but at a certain point this chart gets hard to explain without some broader macro implication that feels like it leans negative to me"
X Link @OJRenick 2025-10-20T19:36Z 19.5K followers, 2691 engagements

"$SMH also looks distinctly better than $SPY one could even argue last month's ascending triangle is repeating itself for a bullish setup. still the most impt group"
X Link @OJRenick 2025-10-17T18:38Z 19.5K followers, 1990 engagements

"great Q Saul can't believe i forgot. restarting stream real quick $APO $KKR $BX"
X Link @OJRenick 2025-10-10T22:15Z 19.5K followers, 1690 engagements

"this from @LesliePicker yest must-read for weekend in understanding $APO $KKR $BX selloffs -- right when pvts and alts are trying to break down advisor door"
X Link @OJRenick 2025-10-10T22:24Z 19.5K followers, 3531 engagements

"Watching this week: engulfing candle from 10th + $SMH which looks better than $SPX"
X Link @OJRenick 2025-10-19T23:51Z 19.5K followers, 6183 engagements

"the other argument is that as stocks become concentrated around tech and investors lean into risk-on beta gold is just a really natural pairing. For example as I wrote years ago gold and btc work really beautifully together for this reason"
X Link @OJRenick 2025-10-20T19:41Z 19.5K followers, XXX engagements