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[@SubtleInduction](/creator/twitter/SubtleInduction)
"I think plat has more upside vs silver from here. Ag I think 3x from here is a stretch. Pt could 3-4x to reach or exceed a 1:1 ratio w/ gold. Pd cheaper but doesn't have as good a history of following these pm bull cycles and less investment/jewelry metal. $pplt $xptusd"  
[X Link](https://x.com/SubtleInduction/status/1969741744930730190) [@SubtleInduction](/creator/x/SubtleInduction) 2025-09-21T12:33Z XXX followers, XXX engagements


"So what's "different" about this precious metals bull market is that it is happening concurrent with a bull market in SPX. Metals "should" rally and climax during secular equity bear markets. Impt context for comparison to previous cycles IMO. $iau $slv $sruuf $pplt $pall"  
[X Link](https://x.com/SubtleInduction/status/1974123546004893985) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-03T14:45Z XXX followers, XXX engagements


"The other expensive metals are either cheap or extremely cheap relative to gold right now $xauusd $xagusd $xptusd $xpdusd"  
[X Link](https://x.com/SubtleInduction/status/1975904398623834172) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-08T12:41Z XXX followers, XXX engagements


"@PauloMacro Platinum $xptusd"  
[X Link](https://x.com/SubtleInduction/status/1975904900212244730) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-08T12:43Z XXX followers, XXX engagements


"@SterlingRegent I think you are referring to the McClellan chart that I shared. I would not call it ta since it's visualizing the correlation between Shiller PE and forward return. earnings are a major component of Total return so it's logical that high p/e - low prospective return"  
[X Link](https://x.com/SubtleInduction/status/1978797726772195804) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-16T12:18Z XXX followers, XX engagements


"@Sykodelic_ more cope from bitcoiners mad that precious metals are outperforming"  
[X Link](https://x.com/SubtleInduction/status/1978798619617788343) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-16T12:22Z XXX followers, XX engagements


"I guess if tariffs aren't taxes then the most crowded Equity market on record can also be hated and owning the most popular retail meme stonks can be contrarian. You can just use whatever word you want to fit your vibe and not worry about what it means"  
[X Link](https://x.com/SubtleInduction/status/1978805421780377619) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-16T12:49Z XXX followers, XX engagements


"I'm thinking that "gold is overbought but under owned" is now the consensus. $gld $iau $xauusd"  
[X Link](https://x.com/SubtleInduction/status/1978813017115492543) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-16T13:19Z XXX followers, XX engagements


"@DeItaone @grok what were their price targets previously"  
[X Link](https://x.com/SubtleInduction/status/1978830715018998074) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-16T14:29Z XXX followers, XXX engagements


"So just messing around with this idea of SPX/GDP deviation from trend as a predictor of a major top occurring defined as a peak to trough drawdown of =25% on a monthly close basis. From 1947 we have X such observations. Current z= XXXX empirically correlates to P=.5 $SPX $QQQ"  
[X Link](https://x.com/SubtleInduction/status/1978926883065479320) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-16T20:51Z XXX followers, XXX engagements


"@dampedspring ofc it is. In fact it it's ponzi2 since BTC is a ponzi itself. How is it even a question"  
[X Link](https://x.com/SubtleInduction/status/1978946663466074126) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-16T22:10Z XXX followers, XXX engagements


"The challenge a lot of Bitcoiners face rn is they think they understand cycles but they only know the 4yr cycle. They don't understand the regime we are currently moving into because they are overfit to the last decade and the equity/metals cycle is a 30-year one. $btcusd $gld"  
[X Link](https://x.com/SubtleInduction/status/1978992427412144624) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T01:12Z XXX followers, XXX engagements


"And in case you're still in denial BTC is correlated with procyclical equities not metals which are contracyclical. Bitcoin and other crypto will never be substitutes for metals"  
[X Link](https://x.com/SubtleInduction/status/1978992833215242435) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T01:13Z XXX followers, XX engagements


"@Tyler_Neville_ is the deflation in the room with us now"  
[X Link](https://x.com/SubtleInduction/status/1978998912523370572) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T01:38Z XXX followers, XXX engagements


"@CryptoMichNL stop thinking that there's a correlation between Bitcoin and gold"  
[X Link](https://x.com/SubtleInduction/status/1979203948792938742) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T15:12Z XXX followers, XX engagements


"@PeterLBrandt It seems like your opinion on precious metals changes based on what it's doing that day"  
[X Link](https://x.com/SubtleInduction/status/1979207844055650688) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T15:28Z XXX followers, XX engagements


"@biancoresearch I thought they changed it at the beginning of the year anyway it doesn't matter it's a Ponzi scheme squared. remember when infinite money glitch was a meme"  
[X Link](https://x.com/SubtleInduction/status/1979229618029965335) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T16:54Z XXX followers, XXX engagements


"@Av_Sebastian imagine being a part of a Ponzi scheme and then bitching about "manipulation""  
[X Link](https://x.com/SubtleInduction/status/1979242145904234876) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T17:44Z XXX followers, XX engagements


"@hosseeb @Polymarket how does it look if you break it out across event types"  
[X Link](https://x.com/SubtleInduction/status/1979396464452473154) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T03:57Z XXX followers, XX engagements


"@mtgreenee Jesus Christ what is going on in Maga land 😂"  
[X Link](https://x.com/SubtleInduction/status/1979623589528957195) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T19:00Z XXX followers, XX engagements


"I follow FINRA margin debt each month and based on my bband model it's almost in the danger zone at 2.4SD. Based on the long-term log regression the residual z-score is in the XX %ile from '09 and 89th %ile since 1997. Stretched but not actionable. $SPY $QQQ"  
[X Link](https://x.com/SubtleInduction/status/1979649946707193946) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T20:45Z XXX followers, XX engagements


"@ramahluwalia it's consensus by definition"  
[X Link](https://x.com/SubtleInduction/status/1979724000373919916) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T01:39Z XXX followers, XX engagements


"@sunny051488 @icpinformer_x Bitcoin is brand new relative to gold. It could just as easily see sideways to declining decades (assuming it survives long enough)"  
[X Link](https://x.com/SubtleInduction/status/1980028937339330792) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T21:51Z XXX followers, XX engagements


"Sooooo much of my feed the past few days is bitcoiners getting frustrated by the move in gold. don't know if I should think anything of it or if it's just pure noise. $btcusd $gld"  
[X Link](https://x.com/SubtleInduction/status/1980105073159238047) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-20T02:53Z XXX followers, XXX engagements


"Pretty much every decent insurance company that I follow is down like XX% plus right now with the exception of WRB. KNSL is my second largest position (was #1 before MEDP popped in july). WRB is the only other I own. $ksnl $wrb $acgl $rli $plmr $pgr"  
[X Link](https://x.com/SubtleInduction/status/1975912779564621984) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-08T13:14Z XXX followers, XXX engagements


"Btw don't be surprised if insurance companies are some of the best performers over the next decade. Not garbage like $lmnd but actual underwriters and capital allocators. $knsl $wrb $iak"  
[X Link](https://x.com/SubtleInduction/status/1979004601899597984) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T02:00Z XXX followers, XXX engagements


"Unpopular Opinion: *states the consensus*"  
[X Link](https://x.com/SubtleInduction/status/1979303760741675059) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T21:49Z XXX followers, XX engagements


"Don't be surprised if this PM bull market lasts another 5+ years and the past few weeks are just a taste of what's to come. Historically these trends can last a decade (see 1970s and 2000s). Historically not a bullish sign for procyclical assets. $spy $qqq $gld"  
[X Link](https://x.com/SubtleInduction/status/1979350440291766322) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T00:54Z XXX followers, XXX engagements


"I know I've been posting for a few weeks saying I thought gold was way overextended etc and sold some but I still have a X% allocation because I also have a higher time frame view that says I should probably be structurally bullish on it. $gld"  
[X Link](https://x.com/SubtleInduction/status/1979602950025863411) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T17:38Z XXX followers, XX engagements


"@The_AI_Investor Neither one but also I don't think they're comparable because their models are completely different especially if you beleive palantir's numbers"  
[X Link](https://x.com/SubtleInduction/status/1979953242823106678) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T16:50Z XXX followers, XX engagements


"@grok @dampedspring @grok but bond yields were hella high and gold was in a X year correction at that time"  
[X Link](https://x.com/SubtleInduction/status/1979978638289522924) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T18:31Z XXX followers, XX engagements


"@indexnforgetit Running out of marginal suckers I mean buyers"  
[X Link](https://x.com/SubtleInduction/status/1979999571146412339) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T19:54Z XXX followers, XX engagements


"Outside of metals $CORT $UTHR and $VRTX are probably my best ideas right now. All three have a) super profitable core businesses and b) potentially near major inflection points/ longer term massive runways in unmet need areas"  
[X Link](https://x.com/SubtleInduction/status/1976988683233563028) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-11T12:30Z XXX followers, XXX engagements


"@joao_wedson have you considered that except for the current one all of these came after a XX to XX% drawdown in bitcoin while the current one is only a XX% drawdown the difference is gold is going up"  
[X Link](https://x.com/SubtleInduction/status/1979600929214402910) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T17:30Z XXX followers, XXX engagements


"@mahirb22 @RayDalio It's empirically untrue that gold has underperformed equities over any 10-year period"  
[X Link](https://x.com/SubtleInduction/status/1979227151904968973) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-17T16:44Z XXX followers, XXX engagements


"@DualityResearch Confounding variables: What was the peak to trough spx drawdown each of those times Also what is the base rate and SD given that degree of drawdown"  
[X Link](https://x.com/SubtleInduction/status/1979381863568556329) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T02:59Z XXX followers, XXX engagements


"One thing you have to consider when looking at past major tops in metals (and obviously we have a small sample size) is that they occurred when equities were generally considered a dead asset class (lost decades). I think that's more important than any technical indicator"  
[X Link](https://x.com/SubtleInduction/status/1979618755484504340) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T18:41Z XXX followers, XXX engagements


"So basically I think it will be hard for metals to find a major top until equities go through a pretty meaningful long term washout (not a v-shaped 20-30% dip). $gld $slv $pall $pplt"  
[X Link](https://x.com/SubtleInduction/status/1979619502938796383) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-18T18:44Z XXX followers, XXX engagements


"@FromValue @SamHollanders If companies are begging for their chips then why is nvidia entering these deals like with coreweave to prop up demand"  
[X Link](https://x.com/SubtleInduction/status/1979925609972212050) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T15:00Z XXX followers, XX engagements


"Following up on this. Combined AUM of major gold bullion ETFs measured in ounces. Still about XX% below 2020 top. $gld $sgol $iau $gldm $xauusd"  
[X Link](https://x.com/SubtleInduction/status/1979953670432416144) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T16:51Z XXX followers, XXX engagements


"@dampedspring TL;DR @grok whatzit saying"  
[X Link](https://x.com/SubtleInduction/status/1979978019470180649) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T18:28Z XXX followers, XXX engagements


"$SLV $XAGUSD Econ XXX would tell us physical shortages ="  
[X Link](https://x.com/SubtleInduction/status/1979992323472957472) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-19T19:25Z XXX followers, XXX engagements


"@ts_hodl Are you saying bitcoin created the internet or"  
[X Link](https://x.com/SubtleInduction/status/1980118542088646804) [@SubtleInduction](/creator/x/SubtleInduction) 2025-10-20T03:47Z XXX followers, XX engagements