[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.] [@ZeitgeistExplo1](/creator/twitter/ZeitgeistExplo1) "@eurochallenges The story is true; Im not sure whether to say unfortunately. 𤣠Sure you say you're not Russian but youre not from San Marino so the circle tightens. šš¤·š»"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948340295487078630) 2025-07-24 11:11:39 UTC XXX followers, XX engagements "@eurochallenges @AridoAmSubstack Fair but I doubt urban Asian Americans bear any blame for US wokenization while the Italian government explicitly and willingly chooses the path of slavery and exploitation under the pressure of corporatist corruption"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948307025802178687) 2025-07-24 08:59:27 UTC XXX followers, XX engagements "@coqmaister67502 @eurochallenges Here the growth rates every year. Yes there is a bit of a slowdown but Poland is still growing well relatively to other countries. What I think is that it'll never get another 6%+ yearly like Vietnam even in a better economic cycle"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948686717718032692) 2025-07-25 10:08:13 UTC XXX followers, XX engagements "@campaign_trail_ @pl_european Making the case for Poland: -PL already has 50%+ of its reserves in EUR or EURrelated countries (it basically already runs on the EUR); -Already has high public spending/GDP and taxes are rising; -Already pays much more on debt than EUR countries"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948699327267795380) 2025-07-25 10:58:19 UTC XXX followers, XX engagements "@campaign_trail_ @pl_european Yes to begin with it isnt such a big issue for nonEZ countries like Poland whose monetary and fiscal policy are already highly correlated with and therefore constrained by the EZ system. Independence is a Big word but you don't get it just because your currency has a name"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948693049313558732) 2025-07-25 10:33:22 UTC XXX followers, XX engagements "@eurochallenges @AridoAmSubstack Here too there's plenty of urban elites talking about injustices in avocados mentalhealth during harvesting season while homeless people pile up in city centers. And likewise rural folks crave both the Past and the Future at the same time. Why it should be much worse in US"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948303369052778517) 2025-07-24 08:44:55 UTC XXX followers, XX engagements "@campaign_trail_ @pl_european Third I'd argue that EUR adoption was quite a net good for basically any country adopting it eastern or western. For different reasons but it's so"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948697339365073314) 2025-07-25 10:50:25 UTC XXX followers, XX engagements "Google earnings good overall: doing tons of money with cloud subs rollover; but Free Cash Flow is down pressured by growing Capex and cycle. EPS: $XXXX vs $XXXX est Rev: $96.43B vs $93.98B est -Capex (F1): $22.4B (+70% YoY) -Cloud revenue (F2): +32% YoY -FCF (F3): $5.3B (-61%)"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948166705722564884) 2025-07-23 23:41:52 UTC XXX followers, XXX engagements "@eurochallenges Reasonable𤣠I had some EUR cash in the portfolio still about X% and entering again in certain USD assets"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948464668865167503) 2025-07-24 19:25:52 UTC XXX followers, XX engagements "Tesla Q2 earnings: highlights and some takes. Revenue: $22.5Bn vs $22.7Bn exp. (-12% y/y) EPS: $XXXX vs $XXXX exp. (-23% y/y) Vehicle Sales: $16.661Bn (-16% y/y) Energy: $2.789Bn (-7% y/y) Free Cash Flow: $146Mln (-89% y/y) Op. Margin: XXX% (vs XXX% in Q2 '24) 1/4"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948368871271862633) 2025-07-24 13:05:12 UTC XXX followers, XX engagements "Italians would rather defend Greenland vs the US that Ukraine vs Russiaš¤£"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1946320185180229950) 2025-07-18 21:24:27 UTC XXX followers, XXX engagements "@eurochallenges @AridoAmSubstack Plus most compatriots of our @AridoAmSubstack friend feel deep resentment toward Hispanics crossing the southern border while he writes of a new AngloHispanicIndigenous civilization emerging in the Southwest. What should they say about this Aridoamerican conspirator"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948304705215447471) 2025-07-24 08:50:14 UTC XXX followers, XX engagements "Senegal grew more than Poland for XX% of the last XX years; this means they understood hard work and the free market better than Poland"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1949056545842401500) 2025-07-26 10:37:46 UTC XXX followers, XX engagements "Poland road to the EUR is made of 6%+ fiscal deficits"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948677400704770463) 2025-07-25 09:31:11 UTC XXX followers, XXX engagements "@coqmaister67502 @eurochallenges Well Poland isnt stagnating. Real issue is expecting the current growth trend typical of developing countries to continue once it reaches developed status. You wont sustain 3%+ growth when GDP per capita nears that of other EU nations. Here the develop. curve of JP and ITA"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948685116131475662) 2025-07-25 10:01:51 UTC XXX followers, XX engagements "After this deal UKIndia trade should rise by $5B this year and likely hit $30B within 10y surpassing $70B total. EUIndia trade is $124B; a similar deal could add $12B and reach $100B over time offsetting rising global trade costs imposed by the US"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1949072741631471960) 2025-07-26 11:42:08 UTC XXX followers, XXX engagements "@campaign_trail_ @pl_european Secondly Poland pays every year 15%-2% more interests on its debt (8Bn yearly as of now growing) and has higher volatility. In any incoming currency crisis (in 2y 10y or 20y) the zloty will suffer much more than the EUR"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948693897745760406) 2025-07-25 10:36:44 UTC XXX followers, XX engagements "@campaign_trail_ @pl_european So what happens here Once Poland stops growing XX% like Vietnam as it nears full development deficits and Debt/GDP will rise tax increase margins will be low and a single crisis could trigger a severe currency shock pushing PL to adopt the EUR (before during or after)"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948699986838905291) 2025-07-25 11:00:56 UTC XXX followers, XX engagements "@eurochallenges A friend of mine works as an asset manager at Allianz. A Russian client used to gift him Gucci sets. One day my friend told him he never used that expensive kitsch shit and when asked what hed prefer he said: A bottle of wine is okay"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948330372548174274) 2025-07-24 10:32:13 UTC XXX followers, XX engagements "@campaign_trail_ @pl_european Italy basically entered the EUR to avoid Argentina style bankruptcy. And unpopular reality is that Greece would've been completely fucked being outside the EUR during 2008-2011"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948699132417188286) 2025-07-25 10:57:32 UTC XXX followers, XX engagements "@eurochallenges @commanderbrks He probably feels like he has more leverage vs asia pacific allies. Also JP has investment space it's the 2nd largest global creditor after Germany with over 3000b in net foreign assets (US has about 25000b in net foreign debt). So JP has a lot of space"  [@ZeitgeistExplo1](/creator/x/ZeitgeistExplo1) on [X](/post/tweet/1948088934807769375) 2025-07-23 18:32:50 UTC XXX followers, XX 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.]
@ZeitgeistExplo1
"@eurochallenges The story is true; Im not sure whether to say unfortunately. 𤣠Sure you say you're not Russian but youre not from San Marino so the circle tightens. šš¤·š»" @ZeitgeistExplo1 on X 2025-07-24 11:11:39 UTC XXX followers, XX engagements
"@eurochallenges @AridoAmSubstack Fair but I doubt urban Asian Americans bear any blame for US wokenization while the Italian government explicitly and willingly chooses the path of slavery and exploitation under the pressure of corporatist corruption" @ZeitgeistExplo1 on X 2025-07-24 08:59:27 UTC XXX followers, XX engagements
"@coqmaister67502 @eurochallenges Here the growth rates every year. Yes there is a bit of a slowdown but Poland is still growing well relatively to other countries. What I think is that it'll never get another 6%+ yearly like Vietnam even in a better economic cycle" @ZeitgeistExplo1 on X 2025-07-25 10:08:13 UTC XXX followers, XX engagements
"@campaign_trail_ @pl_european Making the case for Poland: -PL already has 50%+ of its reserves in EUR or EURrelated countries (it basically already runs on the EUR); -Already has high public spending/GDP and taxes are rising; -Already pays much more on debt than EUR countries" @ZeitgeistExplo1 on X 2025-07-25 10:58:19 UTC XXX followers, XX engagements
"@campaign_trail_ @pl_european Yes to begin with it isnt such a big issue for nonEZ countries like Poland whose monetary and fiscal policy are already highly correlated with and therefore constrained by the EZ system. Independence is a Big word but you don't get it just because your currency has a name" @ZeitgeistExplo1 on X 2025-07-25 10:33:22 UTC XXX followers, XX engagements
"@eurochallenges @AridoAmSubstack Here too there's plenty of urban elites talking about injustices in avocados mentalhealth during harvesting season while homeless people pile up in city centers. And likewise rural folks crave both the Past and the Future at the same time. Why it should be much worse in US" @ZeitgeistExplo1 on X 2025-07-24 08:44:55 UTC XXX followers, XX engagements
"@campaign_trail_ @pl_european Third I'd argue that EUR adoption was quite a net good for basically any country adopting it eastern or western. For different reasons but it's so" @ZeitgeistExplo1 on X 2025-07-25 10:50:25 UTC XXX followers, XX engagements
"Google earnings good overall: doing tons of money with cloud subs rollover; but Free Cash Flow is down pressured by growing Capex and cycle. EPS: $XXXX vs $XXXX est Rev: $96.43B vs $93.98B est -Capex (F1): $22.4B (+70% YoY) -Cloud revenue (F2): +32% YoY -FCF (F3): $5.3B (-61%)" @ZeitgeistExplo1 on X 2025-07-23 23:41:52 UTC XXX followers, XXX engagements
"@eurochallenges Reasonable𤣠I had some EUR cash in the portfolio still about X% and entering again in certain USD assets" @ZeitgeistExplo1 on X 2025-07-24 19:25:52 UTC XXX followers, XX engagements
"Tesla Q2 earnings: highlights and some takes. Revenue: $22.5Bn vs $22.7Bn exp. (-12% y/y) EPS: $XXXX vs $XXXX exp. (-23% y/y) Vehicle Sales: $16.661Bn (-16% y/y) Energy: $2.789Bn (-7% y/y) Free Cash Flow: $146Mln (-89% y/y) Op. Margin: XXX% (vs XXX% in Q2 '24) 1/4" @ZeitgeistExplo1 on X 2025-07-24 13:05:12 UTC XXX followers, XX engagements
"Italians would rather defend Greenland vs the US that Ukraine vs Russiaš¤£" @ZeitgeistExplo1 on X 2025-07-18 21:24:27 UTC XXX followers, XXX engagements
"@eurochallenges @AridoAmSubstack Plus most compatriots of our @AridoAmSubstack friend feel deep resentment toward Hispanics crossing the southern border while he writes of a new AngloHispanicIndigenous civilization emerging in the Southwest. What should they say about this Aridoamerican conspirator" @ZeitgeistExplo1 on X 2025-07-24 08:50:14 UTC XXX followers, XX engagements
"Senegal grew more than Poland for XX% of the last XX years; this means they understood hard work and the free market better than Poland" @ZeitgeistExplo1 on X 2025-07-26 10:37:46 UTC XXX followers, XX engagements
"Poland road to the EUR is made of 6%+ fiscal deficits" @ZeitgeistExplo1 on X 2025-07-25 09:31:11 UTC XXX followers, XXX engagements
"@coqmaister67502 @eurochallenges Well Poland isnt stagnating. Real issue is expecting the current growth trend typical of developing countries to continue once it reaches developed status. You wont sustain 3%+ growth when GDP per capita nears that of other EU nations. Here the develop. curve of JP and ITA" @ZeitgeistExplo1 on X 2025-07-25 10:01:51 UTC XXX followers, XX engagements
"After this deal UKIndia trade should rise by $5B this year and likely hit $30B within 10y surpassing $70B total. EUIndia trade is $124B; a similar deal could add $12B and reach $100B over time offsetting rising global trade costs imposed by the US" @ZeitgeistExplo1 on X 2025-07-26 11:42:08 UTC XXX followers, XXX engagements
"@campaign_trail_ @pl_european Secondly Poland pays every year 15%-2% more interests on its debt (8Bn yearly as of now growing) and has higher volatility. In any incoming currency crisis (in 2y 10y or 20y) the zloty will suffer much more than the EUR" @ZeitgeistExplo1 on X 2025-07-25 10:36:44 UTC XXX followers, XX engagements
"@campaign_trail_ @pl_european So what happens here Once Poland stops growing XX% like Vietnam as it nears full development deficits and Debt/GDP will rise tax increase margins will be low and a single crisis could trigger a severe currency shock pushing PL to adopt the EUR (before during or after)" @ZeitgeistExplo1 on X 2025-07-25 11:00:56 UTC XXX followers, XX engagements
"@eurochallenges A friend of mine works as an asset manager at Allianz. A Russian client used to gift him Gucci sets. One day my friend told him he never used that expensive kitsch shit and when asked what hed prefer he said: A bottle of wine is okay" @ZeitgeistExplo1 on X 2025-07-24 10:32:13 UTC XXX followers, XX engagements
"@campaign_trail_ @pl_european Italy basically entered the EUR to avoid Argentina style bankruptcy. And unpopular reality is that Greece would've been completely fucked being outside the EUR during 2008-2011" @ZeitgeistExplo1 on X 2025-07-25 10:57:32 UTC XXX followers, XX engagements
"@eurochallenges @commanderbrks He probably feels like he has more leverage vs asia pacific allies. Also JP has investment space it's the 2nd largest global creditor after Germany with over 3000b in net foreign assets (US has about 25000b in net foreign debt). So JP has a lot of space" @ZeitgeistExplo1 on X 2025-07-23 18:32:50 UTC XXX followers, XX engagements
/creator/twitter::1589756562100338689/posts