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[@SantiagoAuFund](/creator/twitter/SantiagoAuFund)
"So.Trump did not say that high tariffs on China would not remain. He said they are unsustainable. And he's right bc it would crush them. And would cause a crisis that would blow back on U.S. Thats the challenge. How to keep China in a box without causing a crisis. Not easy"  
[X Link](https://x.com/SantiagoAuFund/status/1979172379986207022) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T13:07Z 318K followers, 72.5K engagements


"I typically laugh when I see the name of a new law.as the name is typically the antithesis of what it is in reality. Not this time. It is indeed brilliant. In fact it is F'ing scary how brilliant it is. The only more appropriate name I can think of would be Puppet Master"  
[X Link](https://x.com/SantiagoAuFund/status/1975325680394002600) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-06T22:21Z 317.7K followers, 26.6K engagements


"This is partly why China is ratcheting up trade/tariff tensions. They need to be able to blame an external source rather than take responsibility for poor internal decisions. (And yes.before I get a million replies.the same can be said for the United States)"  
[X Link](https://x.com/SantiagoAuFund/status/1978085626055381323) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-14T13:08Z 317.8K followers, 42.3K engagements


"@LynAldenContact @1MarkMoss You have entered into a voluntary barter exchange with another willing participant. If enough other people on the planet did this and did it in large enough numbers that it became the most common medium of exchange I would grant you that it was money"  
[X Link](https://x.com/SantiagoAuFund/status/1939850235507093935) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-07-01T00:55Z 317.9K followers, 17.5K engagements


"This was originally created several years ago but with all thats going on at the Fed I thought it might be appropriate to revisit now"  
[X Link](https://x.com/SantiagoAuFund/status/1948751206949495154) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-07-25T14:24Z 317.9K followers, 26K engagements


"Paying down the National Debt would cause the crisis many think it would prevent. There is no escaping the black hole of a debt based monetary system"  
[X Link](https://x.com/SantiagoAuFund/status/1974479488927866937) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-04T14:19Z 317.8K followers, 165.2K engagements


"The primary purpose of every central bank including those who market themselves as independent is the perpetuation of the State. Every other goal regardless of what their charter says flows downstream from there"  
[X Link](https://x.com/SantiagoAuFund/status/1974486154301854049) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-04T14:45Z 317.9K followers, 48.3K engagements


"@TOzgokmen Not saying you are wrongbut wondering why if you believe massive deflation is coming why do you think silver wont fall It typically does in deflation. What do you think has changed"  
[X Link](https://x.com/SantiagoAuFund/status/1975697850915799149) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-07T23:00Z 317.9K followers, 2636 engagements


"@Brad_Setser @SaraEisen Probably better to think of it as the U.S. buying first right of refusal on Argentinas energy and critical mineral resources while also providing a geographical bookend on the modern day Monroe doctrine"  
[X Link](https://x.com/SantiagoAuFund/status/1975749190987751536) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-08T02:24Z 317.8K followers, 2729 engagements


"Argentina does not have a standing Swap line with the Fed. The recent swap is being done via Treasury through ESF rather than a traditional via The Fed. I wonder if giving them access via Fed was discussed internally or if Treasury just felt like having full control. πŸ€”"  
[X Link](https://x.com/SantiagoAuFund/status/1976386752790057237) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-09T20:38Z 317.9K followers, 28.3K engagements


"BHP selling Iron Ore in Yuan reminds me of Australia buying Submarines from France"  
[X Link](https://x.com/SantiagoAuFund/status/1976799247564702068) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-10T23:57Z 317.9K followers, 33.6K engagements


"As it relates to Gold a popular opinion is: If you dont hold it you dont own it. If you do hold it you do own it"  
[X Link](https://x.com/SantiagoAuFund/status/1977019617538457880) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-11T14:33Z 317.9K followers, 37.3K engagements


"This is only for short people"  
[X Link](https://x.com/SantiagoAuFund/status/1977544969943405014) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-13T01:20Z 317.9K followers, 59.4K engagements


"Interesting to see the lets price thing in gold proponents upset by the lets price things in bitcoin proponents. Never deleting the app"  
[X Link](https://x.com/SantiagoAuFund/status/1977546563301077164) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-13T01:26Z 317.9K followers, 38.3K engagements


"@mnicoletos"  
[X Link](https://x.com/SantiagoAuFund/status/1978181943016485233) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-14T19:31Z 317.9K followers, XXX engagements


"@ScumbagRetail @TheMichaelEvery if somebody owed you dollars would you accept turkish lira"  
[X Link](https://x.com/SantiagoAuFund/status/1978433839564296552) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T12:12Z 317.9K followers, XXX engagements


"@mlc612 @BankerWeimar @SemperVigilant1 They don't disagree with it. Bonds falling US equities & gold rising dollar outperforming other fiat is the Milkshake. They just don't like me. So they have to pretend it's wrong. In short they are overly emotional about fiat currency. It's very very strange"  
[X Link](https://x.com/SantiagoAuFund/status/1978491491497480321) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T16:01Z 317.8K followers, XX engagements


"If you didn't like it under Biden you shouldn't like it under Trump. But this is the world we now live in"  
[X Link](https://x.com/SantiagoAuFund/status/1978501875281301727) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T16:43Z 317.9K followers, 42.8K engagements


"@randomal974199 @geopolitics_e China's banking system is XXX% levered. The US is about 100%"  
[X Link](https://x.com/SantiagoAuFund/status/1978504325153325514) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T16:52Z 317.8K followers, XXX engagements


"@onechancefreedm @ezkappdo @grok Everyone should be concerned about some of the moves Trump is making. But should have been concerned from the last XX yrs not just the last X months. Trump is following an very old play book. He just does it in the light of day whereas his predecessors operated in the shadows"  
[X Link](https://x.com/SantiagoAuFund/status/1978536699509563887) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T19:01Z 317.8K followers, 1406 engagements


"@Supermario289 The US is doing QT. China has been bailing out its local governments and banks. Zoom out. Your focus on the US has blinded you to the big picture"  
[X Link](https://x.com/SantiagoAuFund/status/1978577361361584570) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T21:42Z 317.8K followers, XXX engagements


"@J36_20241226 @grok Grok highlighting actual innovation rather than ghost citiesπŸ˜‚"  
[X Link](https://x.com/SantiagoAuFund/status/1978864759463141530) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T16:44Z 317.9K followers, 1921 engagements


"@JemRobson01 Thats the only thing Govs control"  
[X Link](https://x.com/SantiagoAuFund/status/1947985244595880304) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-07-23T11:40Z 318K followers, XXX engagements


"@JemRobson01 Im arguing the banks and corporations and nonbank entities create the higher level monetary aggregates"  
[X Link](https://x.com/SantiagoAuFund/status/1947987016676700583) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-07-23T11:47Z 318K followers, XXX engagements


"Bumped into a friend today. He said he was reading a great book and that it mentioned a friend of his. I asked who He said You Me What was the book The Big Print by @LawrenceLepard Hes rightThat is a great book"  
[X Link](https://x.com/SantiagoAuFund/status/1977924713985843479) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-14T02:29Z 318K followers, 29.1K engagements


"@grok @anooponx No Grok.it's sarcasm"  
[X Link](https://x.com/SantiagoAuFund/status/1978890947288072571) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T18:29Z 318K followers, XXX engagements


"@dumoulin_m11344 @SemperVigilant1 There is no nuance for religious fanatics"  
[X Link](https://x.com/SantiagoAuFund/status/1978978728160932217) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T00:17Z 318K followers, XXX engagements


"It's coming"  
[X Link](https://x.com/SantiagoAuFund/status/1976015389932069369) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-08T20:02Z 318K followers, 40.6K engagements


"Bessent just bought an entire country for $20B in a currency that can be created out of thin air and people somehow think this is a bad deal"  
[X Link](https://x.com/SantiagoAuFund/status/1976634924561002507) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-10T13:04Z 318K followers, 114.7K engagements


"All Roads lead to Rome"  
[X Link](https://x.com/SantiagoAuFund/status/1977519014764036244) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-12T23:37Z 318K followers, 68.5K engagements


"Priced in Bitcoin"  
[X Link](https://x.com/SantiagoAuFund/status/1977550461004575098) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-13T01:42Z 318K followers, 69.6K engagements


"LOL It was the opposite"  
[X Link](https://x.com/SantiagoAuFund/status/1977840216116240590) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-13T20:53Z 318K followers, 53.1K engagements


"And the people of San Francisco should not tolerate one on Presidio Terrace but here we are"  
[X Link](https://x.com/SantiagoAuFund/status/1978585695674409063) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T22:16Z 318K followers, 25.8K engagements


"Charts you won't find in a newsletter. h/t @abcampbell"  
[X Link](https://x.com/SantiagoAuFund/status/1978809355597185529) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T13:04Z 318K followers, 82.3K engagements


"China's banking system is levered 3X to its GDP The US's banking sytem is levered 1X to its GDP"  
[X Link](https://x.com/SantiagoAuFund/status/1978831000298721743) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T14:30Z 318K followers, 64.2K engagements


"Going to be weird when a day comes that gold is not up $50"  
[X Link](https://x.com/SantiagoAuFund/status/1978966611923964261) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T23:29Z 318K followers, 45.7K engagements


"More than anything Trump wants his face on Mt Rushmore & to be seen as the ultimate dealmaker. He can't have that if China supercedes the US under his watch & he can't have that if his deal is responsible for a Global Financial Crisis"  
[X Link](https://x.com/SantiagoAuFund/status/1979173169400320360) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T13:10Z 318K followers, 29K engagements


"@DowdEdward @DonMiami3 The unintended consequences of deportationwhat a mess"  
[X Link](https://x.com/SantiagoAuFund/status/1979352345915031785) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T01:02Z 318K followers, 5748 engagements


"@DowdEdward @DonMiami3 Truedont even need to deportjust stopping the inflow causes it"  
[X Link](https://x.com/SantiagoAuFund/status/1979353109857259766) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T01:05Z 318K followers, 2003 engagements


"They are buying gold bc the chart of the CNY is going to look like the chart below"  
[X Link](https://x.com/SantiagoAuFund/status/1979387049795866837) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T03:20Z 318K followers, 173.8K engagements


"@IMFALCON7 When he said it it was correct"  
[X Link](https://x.com/SantiagoAuFund/status/1979388923445932111) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T03:27Z 318K followers, 3338 engagements


"If you have not yet read this book by @Convertbond this would be an excellent time to do so"  
[X Link](https://x.com/SantiagoAuFund/status/1979603282034143679) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T17:39Z 318K followers, 30K engagements


"Just checking in on @TonyNashNerd How are you holding up"  
[X Link](https://x.com/SantiagoAuFund/status/1979705867416343026) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-19T00:27Z 318K followers, 12.8K engagements


"This should be twitters motto"  
[X Link](https://x.com/SantiagoAuFund/status/1910156128987529649) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-04-10T02:21Z 318K followers, 293.1K engagements


"Ever notice how nobody ever says ignore the noise on up days"  
[X Link](https://x.com/SantiagoAuFund/status/1979356481851195498) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T01:18Z 318K followers, 18K engagements


"@SILVERisMoneey @themarketsniper Francis and I have done 2-3 shows together. And he always agreed with me. Until his feelings got hurt and he lost his mind. No point in me engaging with someone who cannot have a rational discussion"  
[X Link](https://x.com/SantiagoAuFund/status/1979533033729646943) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T13:00Z 318K followers, XXX engagements


"Gold "wins in the end" as all fiat fails. But I've never once said gold "waits until the end" to rise. I've said gold would rise "together" with the dollar vs other fiat and that its rise would be driven by non US buying. And that is exactly what has happened"  
[X Link](https://x.com/SantiagoAuFund/status/1979564451679404251) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T15:05Z 318K followers, 37.6K engagements


"@NZSIMONMID Catching up to what"  
[X Link](https://x.com/SantiagoAuFund/status/1979670284027465907) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T22:05Z 318K followers, XXX engagements


"One of reasons Gold is doing so well last few yrs is damage done to the monetary system by a strong dollar in 2022. There is nothing more bullish for gold than a strong dollar bc a strong dollar wrecks entire system. And that is when gold raises its hand and says "look at me""  
[X Link](https://x.com/SantiagoAuFund/status/1979679515858317476) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T22:42Z 318K followers, 33.5K engagements


"@mesabilon Yep. The dxy hasnt fallen in 10yrs despite all the printing and bailouts. That should tell you something"  
[X Link](https://x.com/SantiagoAuFund/status/1979702732157333760) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-19T00:14Z 318K followers, XXX engagements


"@dmartkc @LeveragedFun Get real πŸ˜‚"  
[X Link](https://x.com/SantiagoAuFund/status/1979739528064835587) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-19T02:40Z 318K followers, XX engagements


"The Usual Suspects are out spinning this as another 3D chess move and Trump failure when in actuality its merely a result of Kenya not being able to meet its obligations in USD"  
[X Link](https://x.com/SantiagoAuFund/status/1958567888622584155) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-08-21T16:32Z 318K followers, 17.4K engagements


"@BeansBulletsBTC Banks make the decisioin on whether or not to extend loans"  
[X Link](https://x.com/SantiagoAuFund/status/1973355432245862873) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-01T11:52Z 318K followers, 3825 engagements


"Imagine looking at a chart of the Indian Rupee (a rising chart is rupee falling ) and then coming to the conclusion that the reason India is buying so much gold is bc of the dollar"  
[X Link](https://x.com/SantiagoAuFund/status/1973447188207509656) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-01T17:57Z 318K followers, 29.7K engagements


"Berkshire Hathaway vs SPX since the April lows. Do you think Warren is feeling FOMO or licking his chops"  
[X Link](https://x.com/SantiagoAuFund/status/1975191938220319002) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-06T13:30Z 318K followers, 134.7K engagements


"You may be cool. But you will never be Sonny Crocket wearing a Kansas Jayhawks t-shirt in the final scene of Miami Vice cool. 🌴😎🦩"  
[X Link](https://x.com/SantiagoAuFund/status/1978111982109614482) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-14T14:53Z 318K followers, 14.7K engagements


"The reason the CHF is strong despite low (and heading lower) rates is because it has a relatively small float and huge external demand. This external demand is the Key. Countries that have external demand for their currencies do not hyperfinflate"  
[X Link](https://x.com/SantiagoAuFund/status/1978166947834466377) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-14T18:32Z 318K followers, 36.1K engagements


"If the last week has taught us anything it is that calm markets require a calm divorce. And make no mistake while this divorce is mutually agreed to it is not amicable. And it will not end with a peaceful settlement in which everyone is happy"  
[X Link](https://x.com/SantiagoAuFund/status/1978243541731065933) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-14T23:36Z 318K followers, 17.7K engagements


"This simple fact drives otherwise rational people absolutely bananas"  
[X Link](https://x.com/SantiagoAuFund/status/1978491670258688462) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T16:02Z 318K followers, 19.9K engagements


"@rccalhoun I assume you are talkinig to Russia and China here"  
[X Link](https://x.com/SantiagoAuFund/status/1978537732277215592) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T19:05Z 318K followers, XXX engagements


"@TheMichaelEvery "possible""  
[X Link](https://x.com/SantiagoAuFund/status/1978810411420962882) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T13:09Z 318K followers, 1277 engagements


"@ShafronTom as of June XX China's monetary base is $37.9T CNY"  
[X Link](https://x.com/SantiagoAuFund/status/1978866542444970411) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T16:52Z 318K followers, XXX engagements


"@ShafronTom"  
[X Link](https://x.com/SantiagoAuFund/status/1978867023695258057) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T16:53Z 318K followers, XX engagements


"@DEBASE3 It would be bizarre to imagine that the nation which which is the current global hegemon would not have war - gamed scenarios where they can fight back against china's export capabilities"  
[X Link](https://x.com/SantiagoAuFund/status/1979219503964635616) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T16:14Z 318K followers, XXX engagements


"@Askeladd137 @LevantCarpenter @tomhajjar @mrdardy26 china always wins"  
[X Link](https://x.com/SantiagoAuFund/status/1979232688230842409) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T17:06Z 318K followers, XXX engagements


"@MrNothing7777 @themarketsniper @JeffHosterman Do you even realize that the milkshake is not just about the dollar And that the dollar was just a catalyst for what we said several different asset classes would do"  
[X Link](https://x.com/SantiagoAuFund/status/1979636050395058492) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T19:49Z 318K followers, XX engagements


"@kofinas Selling the family silver is not exactly a power move"  
[X Link](https://x.com/SantiagoAuFund/status/1879675972720730222) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-01-15T23:44Z 318K followers, 1553 engagements


"In today's edition of Charts you wont find in a Newsletter: Monetary Base (M0) Growth over last XX years: Brazil = 1500% Russia = 3600% India = 1300% China = 1000% For reference US M0 growth = 800%"  
[X Link](https://x.com/SantiagoAuFund/status/1947686566907846740) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-07-22T15:53Z 318K followers, 46.5K engagements


"@BenjamDavies Heading towards the singularity"  
[X Link](https://x.com/SantiagoAuFund/status/1979144742450409666) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T11:17Z 318K followers, 2837 engagements


"@KOTPtrader @patchw1se How have you been winning"  
[X Link](https://x.com/SantiagoAuFund/status/1979534388154298753) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T13:05Z 318K followers, XXX engagements


"@dmartkc @LeveragedFun Yes its happening. This is not what No Kings is about. And Im pretty sure you know this"  
[X Link](https://x.com/SantiagoAuFund/status/1979740447116538342) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-19T02:44Z 318K followers, XX engagements


"the coin is only meant to be "stable" in its relationship to the dollar itself"  
[X Link](https://x.com/SantiagoAuFund/status/1965411198251520052) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-09-09T13:45Z 318K followers, 24.3K engagements


"Im convinced that those who think the manufacturer holds all the cards and the buyer is helpless probably also pay full msrp for their cars"  
[X Link](https://x.com/SantiagoAuFund/status/1976870566251708901) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-11T04:40Z 318K followers, 119.6K engagements


"So Broadcom jumps on the reannouncement of a deal that was already announced a month ago. I suppose all companies should just recycle their positive headlines and see what happens"  
[X Link](https://x.com/SantiagoAuFund/status/1977726646984507553) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-13T13:22Z 318K followers, 62K engagements


"This is almost as dumb as that time Seward bought Alaska"  
[X Link](https://x.com/SantiagoAuFund/status/1978507067385094395) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-15T17:03Z 318K followers, 50.3K engagements


"China's growth "miracle" was accomplished by borrowing the Yuan equivalent of $XX TRILLION If you borrow $65T and can't throw a good party you should be shot on general principle"  
[X Link](https://x.com/SantiagoAuFund/status/1978836532866711574) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T14:52Z 318K followers, 70.5K engagements


"Peace in the Middle East"  
[X Link](https://x.com/SantiagoAuFund/status/1978877084916178992) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T17:33Z 318K followers, 47.5K engagements


"Remember China always wins. So when conducting your analysis everything flows downstream from there. If you are getting a different answer.stop see the rule above and start again"  
[X Link](https://x.com/SantiagoAuFund/status/1978886190112673867) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-16T18:10Z 318K followers, 28K engagements


""It's not sustainable but that's what the number is.""  
[X Link](https://x.com/SantiagoAuFund/status/1979173756917477382) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T13:12Z 318K followers, 23.3K engagements


"Our report and presentation on USD stablecoins will be released to subscribers next Wednesday Oct XX. You can sign up at A sneak preview below.πŸ‘‡"  
[X Link](https://x.com/SantiagoAuFund/status/1979195999877828733) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-17T14:41Z 318K followers, 36.6K engagements


"My entire thesis is based on mistakes US/West has made. I acknowledge these issues still exist. But the whole world will need to deal with ramification of these issues being resolved. Also sins of the West do not bestow sainthood on China. And this wont go the way many think"  
[X Link](https://x.com/SantiagoAuFund/status/1979516183834415304) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T11:53Z 318K followers, 68.9K engagements


"@themarketsniper @SILVERisMoneey You think this bc you are unable to engage in an intellectual endeavor without your emotions running rampant over your logic"  
[X Link](https://x.com/SantiagoAuFund/status/1979532042749530462) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T12:56Z 318K followers, 10.6K engagements


"@kikiruncha I think he's done quite a bit in X months and hell of a lot more than any other president has done. But do I wish it was more sure"  
[X Link](https://x.com/SantiagoAuFund/status/1979551168218255585) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T14:12Z 318K followers, XXX engagements


"This is about a lot more than Venezuela"  
[X Link](https://x.com/SantiagoAuFund/status/1979638325909877094) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T19:58Z 318K followers, 116.8K engagements


"@EFbullion @themarketsniper Since I first said milkshake when DXY was XX its up 10%. Despite all the bailouts & QE. And broad $index is up more. I never said it would rise at the same rate as gold. Not to mention milkshake also said bonds would fall and equities would rise. Facts vs feelings"  
[X Link](https://x.com/SantiagoAuFund/status/1979645192262336535) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T20:26Z 318K followers, XX engagements


"Seems like a big turnout for the mostly Democrat No Kings Protest today. Im glad they are able to do this. After all XX million Republicans had their own No Kings protest last November the 5th"  
[X Link](https://x.com/SantiagoAuFund/status/1979647415818039626) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T20:34Z 318K followers, 34.5K engagements


"@RealRickRule @Merant41 I agree with both of you. But I bet we also all agree that even though this is what we would like this is not what we are going to get. So I focus on how best to protect and profit from the fact that we will not get what we want"  
[X Link](https://x.com/SantiagoAuFund/status/1979672981795455285) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-18T22:16Z 318K followers, 1478 engagements


"@dmartkc @LeveragedFun @Sorabyopenai Where would you rate the extra judicial killing of an American on a list of bad things a president could do"  
[X Link](https://x.com/SantiagoAuFund/status/1979756440773652535) [@SantiagoAuFund](/creator/x/SantiagoAuFund) 2025-10-19T03:48Z 318K 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.]

@SantiagoAuFund "So.Trump did not say that high tariffs on China would not remain. He said they are unsustainable. And he's right bc it would crush them. And would cause a crisis that would blow back on U.S. Thats the challenge. How to keep China in a box without causing a crisis. Not easy"
X Link @SantiagoAuFund 2025-10-17T13:07Z 318K followers, 72.5K engagements

"I typically laugh when I see the name of a new law.as the name is typically the antithesis of what it is in reality. Not this time. It is indeed brilliant. In fact it is F'ing scary how brilliant it is. The only more appropriate name I can think of would be Puppet Master"
X Link @SantiagoAuFund 2025-10-06T22:21Z 317.7K followers, 26.6K engagements

"This is partly why China is ratcheting up trade/tariff tensions. They need to be able to blame an external source rather than take responsibility for poor internal decisions. (And yes.before I get a million replies.the same can be said for the United States)"
X Link @SantiagoAuFund 2025-10-14T13:08Z 317.8K followers, 42.3K engagements

"@LynAldenContact @1MarkMoss You have entered into a voluntary barter exchange with another willing participant. If enough other people on the planet did this and did it in large enough numbers that it became the most common medium of exchange I would grant you that it was money"
X Link @SantiagoAuFund 2025-07-01T00:55Z 317.9K followers, 17.5K engagements

"This was originally created several years ago but with all thats going on at the Fed I thought it might be appropriate to revisit now"
X Link @SantiagoAuFund 2025-07-25T14:24Z 317.9K followers, 26K engagements

"Paying down the National Debt would cause the crisis many think it would prevent. There is no escaping the black hole of a debt based monetary system"
X Link @SantiagoAuFund 2025-10-04T14:19Z 317.8K followers, 165.2K engagements

"The primary purpose of every central bank including those who market themselves as independent is the perpetuation of the State. Every other goal regardless of what their charter says flows downstream from there"
X Link @SantiagoAuFund 2025-10-04T14:45Z 317.9K followers, 48.3K engagements

"@TOzgokmen Not saying you are wrongbut wondering why if you believe massive deflation is coming why do you think silver wont fall It typically does in deflation. What do you think has changed"
X Link @SantiagoAuFund 2025-10-07T23:00Z 317.9K followers, 2636 engagements

"@Brad_Setser @SaraEisen Probably better to think of it as the U.S. buying first right of refusal on Argentinas energy and critical mineral resources while also providing a geographical bookend on the modern day Monroe doctrine"
X Link @SantiagoAuFund 2025-10-08T02:24Z 317.8K followers, 2729 engagements

"Argentina does not have a standing Swap line with the Fed. The recent swap is being done via Treasury through ESF rather than a traditional via The Fed. I wonder if giving them access via Fed was discussed internally or if Treasury just felt like having full control. πŸ€”"
X Link @SantiagoAuFund 2025-10-09T20:38Z 317.9K followers, 28.3K engagements

"BHP selling Iron Ore in Yuan reminds me of Australia buying Submarines from France"
X Link @SantiagoAuFund 2025-10-10T23:57Z 317.9K followers, 33.6K engagements

"As it relates to Gold a popular opinion is: If you dont hold it you dont own it. If you do hold it you do own it"
X Link @SantiagoAuFund 2025-10-11T14:33Z 317.9K followers, 37.3K engagements

"This is only for short people"
X Link @SantiagoAuFund 2025-10-13T01:20Z 317.9K followers, 59.4K engagements

"Interesting to see the lets price thing in gold proponents upset by the lets price things in bitcoin proponents. Never deleting the app"
X Link @SantiagoAuFund 2025-10-13T01:26Z 317.9K followers, 38.3K engagements

"@mnicoletos"
X Link @SantiagoAuFund 2025-10-14T19:31Z 317.9K followers, XXX engagements

"@ScumbagRetail @TheMichaelEvery if somebody owed you dollars would you accept turkish lira"
X Link @SantiagoAuFund 2025-10-15T12:12Z 317.9K followers, XXX engagements

"@mlc612 @BankerWeimar @SemperVigilant1 They don't disagree with it. Bonds falling US equities & gold rising dollar outperforming other fiat is the Milkshake. They just don't like me. So they have to pretend it's wrong. In short they are overly emotional about fiat currency. It's very very strange"
X Link @SantiagoAuFund 2025-10-15T16:01Z 317.8K followers, XX engagements

"If you didn't like it under Biden you shouldn't like it under Trump. But this is the world we now live in"
X Link @SantiagoAuFund 2025-10-15T16:43Z 317.9K followers, 42.8K engagements

"@randomal974199 @geopolitics_e China's banking system is XXX% levered. The US is about 100%"
X Link @SantiagoAuFund 2025-10-15T16:52Z 317.8K followers, XXX engagements

"@onechancefreedm @ezkappdo @grok Everyone should be concerned about some of the moves Trump is making. But should have been concerned from the last XX yrs not just the last X months. Trump is following an very old play book. He just does it in the light of day whereas his predecessors operated in the shadows"
X Link @SantiagoAuFund 2025-10-15T19:01Z 317.8K followers, 1406 engagements

"@Supermario289 The US is doing QT. China has been bailing out its local governments and banks. Zoom out. Your focus on the US has blinded you to the big picture"
X Link @SantiagoAuFund 2025-10-15T21:42Z 317.8K followers, XXX engagements

"@J36_20241226 @grok Grok highlighting actual innovation rather than ghost citiesπŸ˜‚"
X Link @SantiagoAuFund 2025-10-16T16:44Z 317.9K followers, 1921 engagements

"@JemRobson01 Thats the only thing Govs control"
X Link @SantiagoAuFund 2025-07-23T11:40Z 318K followers, XXX engagements

"@JemRobson01 Im arguing the banks and corporations and nonbank entities create the higher level monetary aggregates"
X Link @SantiagoAuFund 2025-07-23T11:47Z 318K followers, XXX engagements

"Bumped into a friend today. He said he was reading a great book and that it mentioned a friend of his. I asked who He said You Me What was the book The Big Print by @LawrenceLepard Hes rightThat is a great book"
X Link @SantiagoAuFund 2025-10-14T02:29Z 318K followers, 29.1K engagements

"@grok @anooponx No Grok.it's sarcasm"
X Link @SantiagoAuFund 2025-10-16T18:29Z 318K followers, XXX engagements

"@dumoulin_m11344 @SemperVigilant1 There is no nuance for religious fanatics"
X Link @SantiagoAuFund 2025-10-17T00:17Z 318K followers, XXX engagements

"It's coming"
X Link @SantiagoAuFund 2025-10-08T20:02Z 318K followers, 40.6K engagements

"Bessent just bought an entire country for $20B in a currency that can be created out of thin air and people somehow think this is a bad deal"
X Link @SantiagoAuFund 2025-10-10T13:04Z 318K followers, 114.7K engagements

"All Roads lead to Rome"
X Link @SantiagoAuFund 2025-10-12T23:37Z 318K followers, 68.5K engagements

"Priced in Bitcoin"
X Link @SantiagoAuFund 2025-10-13T01:42Z 318K followers, 69.6K engagements

"LOL It was the opposite"
X Link @SantiagoAuFund 2025-10-13T20:53Z 318K followers, 53.1K engagements

"And the people of San Francisco should not tolerate one on Presidio Terrace but here we are"
X Link @SantiagoAuFund 2025-10-15T22:16Z 318K followers, 25.8K engagements

"Charts you won't find in a newsletter. h/t @abcampbell"
X Link @SantiagoAuFund 2025-10-16T13:04Z 318K followers, 82.3K engagements

"China's banking system is levered 3X to its GDP The US's banking sytem is levered 1X to its GDP"
X Link @SantiagoAuFund 2025-10-16T14:30Z 318K followers, 64.2K engagements

"Going to be weird when a day comes that gold is not up $50"
X Link @SantiagoAuFund 2025-10-16T23:29Z 318K followers, 45.7K engagements

"More than anything Trump wants his face on Mt Rushmore & to be seen as the ultimate dealmaker. He can't have that if China supercedes the US under his watch & he can't have that if his deal is responsible for a Global Financial Crisis"
X Link @SantiagoAuFund 2025-10-17T13:10Z 318K followers, 29K engagements

"@DowdEdward @DonMiami3 The unintended consequences of deportationwhat a mess"
X Link @SantiagoAuFund 2025-10-18T01:02Z 318K followers, 5748 engagements

"@DowdEdward @DonMiami3 Truedont even need to deportjust stopping the inflow causes it"
X Link @SantiagoAuFund 2025-10-18T01:05Z 318K followers, 2003 engagements

"They are buying gold bc the chart of the CNY is going to look like the chart below"
X Link @SantiagoAuFund 2025-10-18T03:20Z 318K followers, 173.8K engagements

"@IMFALCON7 When he said it it was correct"
X Link @SantiagoAuFund 2025-10-18T03:27Z 318K followers, 3338 engagements

"If you have not yet read this book by @Convertbond this would be an excellent time to do so"
X Link @SantiagoAuFund 2025-10-18T17:39Z 318K followers, 30K engagements

"Just checking in on @TonyNashNerd How are you holding up"
X Link @SantiagoAuFund 2025-10-19T00:27Z 318K followers, 12.8K engagements

"This should be twitters motto"
X Link @SantiagoAuFund 2025-04-10T02:21Z 318K followers, 293.1K engagements

"Ever notice how nobody ever says ignore the noise on up days"
X Link @SantiagoAuFund 2025-10-18T01:18Z 318K followers, 18K engagements

"@SILVERisMoneey @themarketsniper Francis and I have done 2-3 shows together. And he always agreed with me. Until his feelings got hurt and he lost his mind. No point in me engaging with someone who cannot have a rational discussion"
X Link @SantiagoAuFund 2025-10-18T13:00Z 318K followers, XXX engagements

"Gold "wins in the end" as all fiat fails. But I've never once said gold "waits until the end" to rise. I've said gold would rise "together" with the dollar vs other fiat and that its rise would be driven by non US buying. And that is exactly what has happened"
X Link @SantiagoAuFund 2025-10-18T15:05Z 318K followers, 37.6K engagements

"@NZSIMONMID Catching up to what"
X Link @SantiagoAuFund 2025-10-18T22:05Z 318K followers, XXX engagements

"One of reasons Gold is doing so well last few yrs is damage done to the monetary system by a strong dollar in 2022. There is nothing more bullish for gold than a strong dollar bc a strong dollar wrecks entire system. And that is when gold raises its hand and says "look at me""
X Link @SantiagoAuFund 2025-10-18T22:42Z 318K followers, 33.5K engagements

"@mesabilon Yep. The dxy hasnt fallen in 10yrs despite all the printing and bailouts. That should tell you something"
X Link @SantiagoAuFund 2025-10-19T00:14Z 318K followers, XXX engagements

"@dmartkc @LeveragedFun Get real πŸ˜‚"
X Link @SantiagoAuFund 2025-10-19T02:40Z 318K followers, XX engagements

"The Usual Suspects are out spinning this as another 3D chess move and Trump failure when in actuality its merely a result of Kenya not being able to meet its obligations in USD"
X Link @SantiagoAuFund 2025-08-21T16:32Z 318K followers, 17.4K engagements

"@BeansBulletsBTC Banks make the decisioin on whether or not to extend loans"
X Link @SantiagoAuFund 2025-10-01T11:52Z 318K followers, 3825 engagements

"Imagine looking at a chart of the Indian Rupee (a rising chart is rupee falling ) and then coming to the conclusion that the reason India is buying so much gold is bc of the dollar"
X Link @SantiagoAuFund 2025-10-01T17:57Z 318K followers, 29.7K engagements

"Berkshire Hathaway vs SPX since the April lows. Do you think Warren is feeling FOMO or licking his chops"
X Link @SantiagoAuFund 2025-10-06T13:30Z 318K followers, 134.7K engagements

"You may be cool. But you will never be Sonny Crocket wearing a Kansas Jayhawks t-shirt in the final scene of Miami Vice cool. 🌴😎🦩"
X Link @SantiagoAuFund 2025-10-14T14:53Z 318K followers, 14.7K engagements

"The reason the CHF is strong despite low (and heading lower) rates is because it has a relatively small float and huge external demand. This external demand is the Key. Countries that have external demand for their currencies do not hyperfinflate"
X Link @SantiagoAuFund 2025-10-14T18:32Z 318K followers, 36.1K engagements

"If the last week has taught us anything it is that calm markets require a calm divorce. And make no mistake while this divorce is mutually agreed to it is not amicable. And it will not end with a peaceful settlement in which everyone is happy"
X Link @SantiagoAuFund 2025-10-14T23:36Z 318K followers, 17.7K engagements

"This simple fact drives otherwise rational people absolutely bananas"
X Link @SantiagoAuFund 2025-10-15T16:02Z 318K followers, 19.9K engagements

"@rccalhoun I assume you are talkinig to Russia and China here"
X Link @SantiagoAuFund 2025-10-15T19:05Z 318K followers, XXX engagements

"@TheMichaelEvery "possible""
X Link @SantiagoAuFund 2025-10-16T13:09Z 318K followers, 1277 engagements

"@ShafronTom as of June XX China's monetary base is $37.9T CNY"
X Link @SantiagoAuFund 2025-10-16T16:52Z 318K followers, XXX engagements

"@ShafronTom"
X Link @SantiagoAuFund 2025-10-16T16:53Z 318K followers, XX engagements

"@DEBASE3 It would be bizarre to imagine that the nation which which is the current global hegemon would not have war - gamed scenarios where they can fight back against china's export capabilities"
X Link @SantiagoAuFund 2025-10-17T16:14Z 318K followers, XXX engagements

"@Askeladd137 @LevantCarpenter @tomhajjar @mrdardy26 china always wins"
X Link @SantiagoAuFund 2025-10-17T17:06Z 318K followers, XXX engagements

"@MrNothing7777 @themarketsniper @JeffHosterman Do you even realize that the milkshake is not just about the dollar And that the dollar was just a catalyst for what we said several different asset classes would do"
X Link @SantiagoAuFund 2025-10-18T19:49Z 318K followers, XX engagements

"@kofinas Selling the family silver is not exactly a power move"
X Link @SantiagoAuFund 2025-01-15T23:44Z 318K followers, 1553 engagements

"In today's edition of Charts you wont find in a Newsletter: Monetary Base (M0) Growth over last XX years: Brazil = 1500% Russia = 3600% India = 1300% China = 1000% For reference US M0 growth = 800%"
X Link @SantiagoAuFund 2025-07-22T15:53Z 318K followers, 46.5K engagements

"@BenjamDavies Heading towards the singularity"
X Link @SantiagoAuFund 2025-10-17T11:17Z 318K followers, 2837 engagements

"@KOTPtrader @patchw1se How have you been winning"
X Link @SantiagoAuFund 2025-10-18T13:05Z 318K followers, XXX engagements

"@dmartkc @LeveragedFun Yes its happening. This is not what No Kings is about. And Im pretty sure you know this"
X Link @SantiagoAuFund 2025-10-19T02:44Z 318K followers, XX engagements

"the coin is only meant to be "stable" in its relationship to the dollar itself"
X Link @SantiagoAuFund 2025-09-09T13:45Z 318K followers, 24.3K engagements

"Im convinced that those who think the manufacturer holds all the cards and the buyer is helpless probably also pay full msrp for their cars"
X Link @SantiagoAuFund 2025-10-11T04:40Z 318K followers, 119.6K engagements

"So Broadcom jumps on the reannouncement of a deal that was already announced a month ago. I suppose all companies should just recycle their positive headlines and see what happens"
X Link @SantiagoAuFund 2025-10-13T13:22Z 318K followers, 62K engagements

"This is almost as dumb as that time Seward bought Alaska"
X Link @SantiagoAuFund 2025-10-15T17:03Z 318K followers, 50.3K engagements

"China's growth "miracle" was accomplished by borrowing the Yuan equivalent of $XX TRILLION If you borrow $65T and can't throw a good party you should be shot on general principle"
X Link @SantiagoAuFund 2025-10-16T14:52Z 318K followers, 70.5K engagements

"Peace in the Middle East"
X Link @SantiagoAuFund 2025-10-16T17:33Z 318K followers, 47.5K engagements

"Remember China always wins. So when conducting your analysis everything flows downstream from there. If you are getting a different answer.stop see the rule above and start again"
X Link @SantiagoAuFund 2025-10-16T18:10Z 318K followers, 28K engagements

""It's not sustainable but that's what the number is.""
X Link @SantiagoAuFund 2025-10-17T13:12Z 318K followers, 23.3K engagements

"Our report and presentation on USD stablecoins will be released to subscribers next Wednesday Oct XX. You can sign up at A sneak preview below.πŸ‘‡"
X Link @SantiagoAuFund 2025-10-17T14:41Z 318K followers, 36.6K engagements

"My entire thesis is based on mistakes US/West has made. I acknowledge these issues still exist. But the whole world will need to deal with ramification of these issues being resolved. Also sins of the West do not bestow sainthood on China. And this wont go the way many think"
X Link @SantiagoAuFund 2025-10-18T11:53Z 318K followers, 68.9K engagements

"@themarketsniper @SILVERisMoneey You think this bc you are unable to engage in an intellectual endeavor without your emotions running rampant over your logic"
X Link @SantiagoAuFund 2025-10-18T12:56Z 318K followers, 10.6K engagements

"@kikiruncha I think he's done quite a bit in X months and hell of a lot more than any other president has done. But do I wish it was more sure"
X Link @SantiagoAuFund 2025-10-18T14:12Z 318K followers, XXX engagements

"This is about a lot more than Venezuela"
X Link @SantiagoAuFund 2025-10-18T19:58Z 318K followers, 116.8K engagements

"@EFbullion @themarketsniper Since I first said milkshake when DXY was XX its up 10%. Despite all the bailouts & QE. And broad $index is up more. I never said it would rise at the same rate as gold. Not to mention milkshake also said bonds would fall and equities would rise. Facts vs feelings"
X Link @SantiagoAuFund 2025-10-18T20:26Z 318K followers, XX engagements

"Seems like a big turnout for the mostly Democrat No Kings Protest today. Im glad they are able to do this. After all XX million Republicans had their own No Kings protest last November the 5th"
X Link @SantiagoAuFund 2025-10-18T20:34Z 318K followers, 34.5K engagements

"@RealRickRule @Merant41 I agree with both of you. But I bet we also all agree that even though this is what we would like this is not what we are going to get. So I focus on how best to protect and profit from the fact that we will not get what we want"
X Link @SantiagoAuFund 2025-10-18T22:16Z 318K followers, 1478 engagements

"@dmartkc @LeveragedFun @Sorabyopenai Where would you rate the extra judicial killing of an American on a list of bad things a president could do"
X Link @SantiagoAuFund 2025-10-19T03:48Z 318K followers, XX engagements

creator/twitter::583517629/posts
/creator/twitter::583517629/posts