[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.] [@Scorpio_Alejand](/creator/twitter/Scorpio_Alejand) "@TOzgokmen Absolutely. H4L narrative will be destroyed after Tariffs. Anyway imho the Eurozone will be the most damaged area. They are in a sandwich between US and China economically devoured by both. Adding damages: WEF ordered a strong $EUR to get more Money for their US War companies"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1942488375505871292) 2025-07-08 07:38:13 UTC 1174 followers, XX engagements "As I said more than X year ago the only way to politically calm the Japanese Main Street is by making Japanese Yen Strong Again. Weak $JPY = Weak approval. Ishiba pledged US Equity Funds maintaining weak the Yen instead of addressing Japanese Main Street issues. His approval collapsed at XXXX% matching the XX% of his predecessor Kishida. I'm still Long Japanese Yen against Euro as a Strong Yen is the only way to stabilize Japanese Governability. I'm still Long Japanese Yen against Euro because $JPY it's the only currency in the World able to strengthen XX% in few days without notice"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1947995378202148922) 2025-07-23 12:21:04 UTC 1177 followers, XXX engagements "Governments can tax overnight if they need Money to pay back maturing Bonds. As you are familiar with Italy I recall the Amato forced seizure from Main Street Bank accounts in 1992 Corporates can't. Thus stocks or corporate bonds can't be safer than Government Bonds. If an AAA rated Government defaults It means that all the other private corporates are instantly bankrupt. Even Gold will be valued zero because both the Government and the private would have sold it till the last ounce to avoid the default. Moreover a XXX years Government Bond could be spared from a Debt restructuring program"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1944313421207568618) 2025-07-13 08:30:17 UTC 1174 followers, XX engagements "@TOzgokmen NIRP is the most powerful freezer. Even than Beko 🥶🥶🥶"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1947303698335457718) 2025-07-21 14:32:35 UTC 1174 followers, XXX engagements "@TOzgokmen Thanks X hours ago was still without June. However it's clear that Tariffs are designed to bend these deficit upward lines That's why Tariffs are here to stay"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1945549896984969653) 2025-07-16 18:23:36 UTC 1174 followers, XXX engagements "@AlexJuska Thank you for warning me but I can't miss the unwinding of the Japanese Yen Carry Trade from these levels 😋"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1948064086383559115) 2025-07-23 16:54:06 UTC 1174 followers, XXX engagements "@eris_28 Many thanks to the strongest ever $EUR FX Trade weighted"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1948285727806005414) 2025-07-24 07:34:49 UTC 1175 followers, XX engagements "@TOzgokmen The FX scheme to increase US War Industry revenue was already used with Poland buying arms for Ukraine. WEF manipulated the Polish Zloty $PLN higher meaning more Defense revenue once translated back in $USD"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1942490619273736519) 2025-07-08 07:47:08 UTC 1175 followers, XXX engagements "@CaveManDrawing According my Risk Adjusted Premia there's NOTHING Better than Long Dated Gov Bonds now Governments can tax Corporates can't"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1948352230769205303) 2025-07-24 11:59:05 UTC 1175 followers, XX engagements "Bessent has only X more months to reach $300B Tariffs revenue for the Fiscal Year. $100B reached in June +$30B in July but. $170B still needed in August and September. How to get it 3x the Tariff rate Look at Euro Tariffs hiked from XX% to XX% after all is simple Math. That's why Tariffs will stay for whole August and September. Markets gambling on Trade deals announced already in the 2nd day of August ARE WRONG US 2025 Deficit is set to be the smallest since 2020 lowest than 2022 the year in which US Recession started with a huge hit to Growth. USTs and $USD will be the new Alpha safe haven"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1945548390353551680) 2025-07-16 18:17:37 UTC 1176 followers, XXX engagements "I'm sure if I give up on my Long Japanese Yen position this katana move will certainly happen overnight 😅 $JPY is for true Samurai investors. Loyal till the end 🫡 Meanwhile fundamentals are moving day after day in Japanese Yen favor. So I can't give up till XX $EURJPY"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1948066027046113691) 2025-07-23 17:01:48 UTC 1177 followers, XXX engagements "It's THE GAME CHANGER. Bessent is bending the deficit curve but everyone is sleeping At least $210B Tariffs receipts are coming through the end of September meaning that Deficit for FY 2025 will come at $1100B. The LOWEST of last X years lower than 2022 when US Main Street Recession started. @TOzgokmen was the earliest one calling for this 👏🏻👏🏻👏🏻👏🏻"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1946277317094904170) 2025-07-18 18:34:07 UTC 1173 followers, 2401 engagements "@1203Amos @TOzgokmen @aelwan4 I take advantage of Dollar weakness in part1 to buy it. It should fare very well in part2. I don't believe the Dollar can lose another XX% vs $EUR we are already very far in deviation from Fair Value terms. Let see"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1942296266278617515) 2025-07-07 18:54:50 UTC 1174 followers, XXX engagements "@LiveFreeDammit Absolutely X year ago just a XX% $JPY appreciation in X weeks was enough to cause $VIX +181% daily on August 5th"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1948387462616592693) 2025-07-24 14:19:05 UTC 1175 followers, XX engagements "1929: stocks bought with cash vs 2025: stocks bought with 40x Leverage People believe in Supreme kinda God Authorities but. Plunge Protection Team does NOT exist. At some point bid in $SPX will disappear. Do you remember August 5th just X year ago Imagine XXX days in a row of that 1st half of that day. 🥶🥶🥶"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1948285010559074633) 2025-07-24 07:31:58 UTC 1175 followers, XX engagements "It's unbelievable you can still find a XX% Simple Yield till 2061 buying UKT XXX% 10/22/61 for XX. An aware UK citizen set to retire in 2060s should immediately exit his 401k Pension Fund and put that Money into that Gilt Or do you think your Pension Fund can guarantee you a certain XX% every year for the next XX years And remember that you can get the whole Capital from your Pension Fund only by living up to XXX years as Pension Funds are designed to pay you a bit every month so you can't live enough to receive back your full Capital While UKT 2061 pays you X coupons every year starting now"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1945747143123480877) 2025-07-17 07:27:23 UTC 1174 followers, XXX engagements "Tariffs = DEFLATION It's a Regime Change Federal Reserve & ECB which are losing time and find excuses instead of cutting rates are criminals. Data (even cooked upwards by BLS & Eurostat) are self speaking Since the advent of Tariffs: CPI annualized in US & Germany HALVED XXX XXX XXX XXX In Italy collapsed XXX XXX In PPI terms we are in full Deflation NEGATIVE everywhere: XXX -XXX XXX -XXX XXX -XXXX @TOzgokmen"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1946587506507469018) 2025-07-19 15:06:42 UTC 1174 followers, 2320 engagements "My thesis: EU China and US are synchronizing into Deflation. We already know the future because Births produce effects on Economy with a 15-30 years lag. Deep Negative Interest Rates are coming ranging from -XXX to -XXX bps. in EU. in US. in China. @TOzgokmen"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1928792272063078600) 2025-05-31 12:34:47 UTC 1175 followers, 15.5K engagements "@TOzgokmen That's why I think $EURUSD can't pass XXXX EEREE41 $EUR Trade Weighted is killing Eurozone Economy bringing a lot of Deflation starting next August. ECB is risking a worst Deflation than Switzerland Rates advantage will remain in support of the Dollar"  [@Scorpio_Alejand](/creator/x/Scorpio_Alejand) on [X](/post/tweet/1942485884148031820) 2025-07-08 07:28:19 UTC 1174 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.]
@Scorpio_Alejand
"@TOzgokmen Absolutely. H4L narrative will be destroyed after Tariffs. Anyway imho the Eurozone will be the most damaged area. They are in a sandwich between US and China economically devoured by both. Adding damages: WEF ordered a strong $EUR to get more Money for their US War companies"
@Scorpio_Alejand on X 2025-07-08 07:38:13 UTC 1174 followers, XX engagements
"As I said more than X year ago the only way to politically calm the Japanese Main Street is by making Japanese Yen Strong Again. Weak $JPY = Weak approval. Ishiba pledged US Equity Funds maintaining weak the Yen instead of addressing Japanese Main Street issues. His approval collapsed at XXXX% matching the XX% of his predecessor Kishida. I'm still Long Japanese Yen against Euro as a Strong Yen is the only way to stabilize Japanese Governability. I'm still Long Japanese Yen against Euro because $JPY it's the only currency in the World able to strengthen XX% in few days without notice" @Scorpio_Alejand on X 2025-07-23 12:21:04 UTC 1177 followers, XXX engagements
"Governments can tax overnight if they need Money to pay back maturing Bonds. As you are familiar with Italy I recall the Amato forced seizure from Main Street Bank accounts in 1992 Corporates can't. Thus stocks or corporate bonds can't be safer than Government Bonds. If an AAA rated Government defaults It means that all the other private corporates are instantly bankrupt. Even Gold will be valued zero because both the Government and the private would have sold it till the last ounce to avoid the default. Moreover a XXX years Government Bond could be spared from a Debt restructuring program" @Scorpio_Alejand on X 2025-07-13 08:30:17 UTC 1174 followers, XX engagements
"@TOzgokmen NIRP is the most powerful freezer. Even than Beko 🥶🥶🥶" @Scorpio_Alejand on X 2025-07-21 14:32:35 UTC 1174 followers, XXX engagements
"@TOzgokmen Thanks X hours ago was still without June. However it's clear that Tariffs are designed to bend these deficit upward lines That's why Tariffs are here to stay" @Scorpio_Alejand on X 2025-07-16 18:23:36 UTC 1174 followers, XXX engagements
"@AlexJuska Thank you for warning me but I can't miss the unwinding of the Japanese Yen Carry Trade from these levels 😋" @Scorpio_Alejand on X 2025-07-23 16:54:06 UTC 1174 followers, XXX engagements
"@eris_28 Many thanks to the strongest ever $EUR FX Trade weighted" @Scorpio_Alejand on X 2025-07-24 07:34:49 UTC 1175 followers, XX engagements
"@TOzgokmen The FX scheme to increase US War Industry revenue was already used with Poland buying arms for Ukraine. WEF manipulated the Polish Zloty $PLN higher meaning more Defense revenue once translated back in $USD" @Scorpio_Alejand on X 2025-07-08 07:47:08 UTC 1175 followers, XXX engagements
"@CaveManDrawing According my Risk Adjusted Premia there's NOTHING Better than Long Dated Gov Bonds now Governments can tax Corporates can't" @Scorpio_Alejand on X 2025-07-24 11:59:05 UTC 1175 followers, XX engagements
"Bessent has only X more months to reach $300B Tariffs revenue for the Fiscal Year. $100B reached in June +$30B in July but. $170B still needed in August and September. How to get it 3x the Tariff rate Look at Euro Tariffs hiked from XX% to XX% after all is simple Math. That's why Tariffs will stay for whole August and September. Markets gambling on Trade deals announced already in the 2nd day of August ARE WRONG US 2025 Deficit is set to be the smallest since 2020 lowest than 2022 the year in which US Recession started with a huge hit to Growth. USTs and $USD will be the new Alpha safe haven" @Scorpio_Alejand on X 2025-07-16 18:17:37 UTC 1176 followers, XXX engagements
"I'm sure if I give up on my Long Japanese Yen position this katana move will certainly happen overnight 😅 $JPY is for true Samurai investors. Loyal till the end 🫡 Meanwhile fundamentals are moving day after day in Japanese Yen favor. So I can't give up till XX $EURJPY" @Scorpio_Alejand on X 2025-07-23 17:01:48 UTC 1177 followers, XXX engagements
"It's THE GAME CHANGER. Bessent is bending the deficit curve but everyone is sleeping At least $210B Tariffs receipts are coming through the end of September meaning that Deficit for FY 2025 will come at $1100B. The LOWEST of last X years lower than 2022 when US Main Street Recession started. @TOzgokmen was the earliest one calling for this 👏🏻👏🏻👏🏻👏🏻" @Scorpio_Alejand on X 2025-07-18 18:34:07 UTC 1173 followers, 2401 engagements
"@1203Amos @TOzgokmen @aelwan4 I take advantage of Dollar weakness in part1 to buy it. It should fare very well in part2. I don't believe the Dollar can lose another XX% vs $EUR we are already very far in deviation from Fair Value terms. Let see" @Scorpio_Alejand on X 2025-07-07 18:54:50 UTC 1174 followers, XXX engagements
"@LiveFreeDammit Absolutely X year ago just a XX% $JPY appreciation in X weeks was enough to cause $VIX +181% daily on August 5th" @Scorpio_Alejand on X 2025-07-24 14:19:05 UTC 1175 followers, XX engagements
"1929: stocks bought with cash vs 2025: stocks bought with 40x Leverage People believe in Supreme kinda God Authorities but. Plunge Protection Team does NOT exist. At some point bid in $SPX will disappear. Do you remember August 5th just X year ago Imagine XXX days in a row of that 1st half of that day. 🥶🥶🥶" @Scorpio_Alejand on X 2025-07-24 07:31:58 UTC 1175 followers, XX engagements
"It's unbelievable you can still find a XX% Simple Yield till 2061 buying UKT XXX% 10/22/61 for XX. An aware UK citizen set to retire in 2060s should immediately exit his 401k Pension Fund and put that Money into that Gilt Or do you think your Pension Fund can guarantee you a certain XX% every year for the next XX years And remember that you can get the whole Capital from your Pension Fund only by living up to XXX years as Pension Funds are designed to pay you a bit every month so you can't live enough to receive back your full Capital While UKT 2061 pays you X coupons every year starting now" @Scorpio_Alejand on X 2025-07-17 07:27:23 UTC 1174 followers, XXX engagements
"Tariffs = DEFLATION It's a Regime Change Federal Reserve & ECB which are losing time and find excuses instead of cutting rates are criminals. Data (even cooked upwards by BLS & Eurostat) are self speaking Since the advent of Tariffs: CPI annualized in US & Germany HALVED XXX XXX XXX XXX In Italy collapsed XXX XXX In PPI terms we are in full Deflation NEGATIVE everywhere: XXX -XXX XXX -XXX XXX -XXXX @TOzgokmen" @Scorpio_Alejand on X 2025-07-19 15:06:42 UTC 1174 followers, 2320 engagements
"My thesis: EU China and US are synchronizing into Deflation. We already know the future because Births produce effects on Economy with a 15-30 years lag. Deep Negative Interest Rates are coming ranging from -XXX to -XXX bps. in EU. in US. in China. @TOzgokmen" @Scorpio_Alejand on X 2025-05-31 12:34:47 UTC 1175 followers, 15.5K engagements
"@TOzgokmen That's why I think $EURUSD can't pass XXXX EEREE41 $EUR Trade Weighted is killing Eurozone Economy bringing a lot of Deflation starting next August. ECB is risking a worst Deflation than Switzerland Rates advantage will remain in support of the Dollar" @Scorpio_Alejand on X 2025-07-08 07:28:19 UTC 1174 followers, XXX engagements