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[@dlacalle_IA](/creator/twitter/dlacalle_IA)
"Investor sentiment survey may say "fear" but positioning says "party""  
[X Link](https://x.com/dlacalle_IA/status/1980226527259422820) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-20T10:56Z 167.1K followers, 12.5K engagements


"US Money supply vs S&P XXX Remember to think of valuations relative to money not in absolute terms. Stocks are not expensive in fiat currency terms. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1980569475012522104) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-21T09:38Z 167.1K followers, 18.5K engagements


"What you read. Regional banks are in trouble. What you don't read: Regional banks' unrealised losses come from investing in long-term government bonds when the Fed said "inflation is transitory" and the government launched the "Inflation Reduction Act" which was the Inflation Perpetuation Act. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1979601939554779302) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-18T17:34Z 167.1K followers, 26.4K engagements


"No AI is not the biggest driver of US GDP. This claim is politically biassed and false. Additionally those who claim that GDP growth is primarily due to AI never expressed concern when massive government spending inflated GDP figures. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1979968267738374241) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-19T17:49Z 167.1K followers, 6556 engagements


"The Triumph Of Big Government Created The Current Sovereign Debt Crisis"  
[X Link](https://x.com/dlacalle_IA/status/1980575784659296380) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-21T10:03Z 167.1K followers, 4246 engagements


"Inflation in the U.S. at XXX% according to @truflation GDP growth estimate for third quarter XXX% annualized according to @AtlantaFed"  
[X Link](https://x.com/dlacalle_IA/status/1976555698398871862) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-10T07:49Z 166.9K followers, 8864 engagements


"@acnewsitics Peace agreements Biden=0 Trump=1"  
[X Link](https://x.com/dlacalle_IA/status/1977789460868710472) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-13T17:32Z 166.9K followers, 12.1K engagements


"The dollar index rises again above XXXX as JPY GBP and EUR weaken. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1978003513079710124) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-14T07:42Z 166.9K followers, 4690 engagements


"The never-ending easing cycle. Powell admits the Fed has been completely wrong. Again. Now he says that "labor-market prospects continue to worsen" because their rates policy obliterated SMEs. Powell now says the Fed may stop shrinking the balance sheet in the months ahead Via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1978158604415811912) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-14T17:58Z 166.9K followers, 88.1K engagements


"@mariatad Also remember GDP per capita growth is barely XXX% 2020-2024 so GDP growth comes more from the immigration and rising government spending effects with a government that keeps increasing spending despite having no budget. via IMF"  
[X Link](https://x.com/dlacalle_IA/status/1978405132661317874) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-15T10:18Z 166.9K followers, XXX engagements


"If you really want prices to stop rising and the cost of living to improve stop demanding the government spend more and more. More government means more currency printing and your real salary and savings will disappear"  
[X Link](https://x.com/dlacalle_IA/status/1978797543753748672) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-16T12:17Z 166.9K followers, 6020 engagements


"US-China Trade War Is Worsening"  
[X Link](https://x.com/dlacalle_IA/status/1979566800909009205) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-18T15:14Z 166.9K followers, 4377 engagements


"Dollar index today"  
[X Link](https://x.com/dlacalle_IA/status/1980916969957462253) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-22T08:39Z 167.1K followers, 5138 engagements


"@DanielKral1 The GDP per capita from 2020 to 2024 increased by only 3.8%. Bloating GDP with immigration and government spending is the recipe for future stagnation as France found out. via IMF"  
[X Link](https://x.com/dlacalle_IA/status/1978405580826972182) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-15T10:20Z 167K followers, 1125 engagements


"Spain's GDP per capita 2020-24 increased by only XXX% and may only rise XXX% 20-26 according to the IMF with the largest monetary and fiscal stimulus in history and massive EU funds transfers. Bloating GDP with immigration and government spending is the recipe for stagnation"  
[X Link](https://x.com/dlacalle_IA/status/1978407062519320580) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-15T10:26Z 167K followers, 6870 engagements


"The US deficit and some myths. ❌No the Trump administration has not increased spending. The $XXX billion outlay increase came between October and February. Spending is down in the first six months. ✅Government spending since inauguration is down $XXX billion despite inheriting a budget that was consumed or committed by XX% due to Biden's continuation bills. ✅Tax receipts have soared by $XXX billion but not "due to tariffs" alone. Individual tax receipts rose to a record-high $XXX billion higher. ✅Despite a tough 2024 in excessive spending the U.S. federal budget deficit declined to $1.77"  
[X Link](https://x.com/dlacalle_IA/status/1979218879504146446) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-17T16:12Z 167K followers, 5015 engagements


"European banks are softer on credit risk at US regional lenders after an admirable period of recovery. Banks in Europe have endured negative nominal rates and excessive regulation. Despite this they improved core capital. Now they face the insurmountable blow of the digital euro. The risk for European banks is not US exposure but government exposure. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1979227941264314694) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-17T16:48Z 166.9K followers, 5410 engagements


"Big government always leads to stagnation and a debt crisis. Japan and France are clear examples"  
[X Link](https://x.com/dlacalle_IA/status/1979975930278719927) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-19T18:20Z 167K followers, 10.6K engagements


"The US economic outlook has been upgraded further citing a surprise that tariffs did not impact the economy. What is really interesting is that many state that the euro area's and other countries' weakness comes from tariffs. The prevailing consensus narrative denies the negative effects of constant tax hikes and an expanding public sector on growth instead using US trade policy as a scapegoat. via Bloomberg estimates"  
[X Link](https://x.com/dlacalle_IA/status/1978495529773334955) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-15T16:17Z 167.1K followers, 5629 engagements


"CPI inflation in the US is clearly in a down trend using independent analysis. via @truflation"  
[X Link](https://x.com/dlacalle_IA/status/1978858760694014414) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-16T16:21Z 167.1K followers, 7694 engagements


""Dedollarisation" is largely a politically biased narrative. Occasionally you read that the US dollar will lose its reserve status. Then the world remembers that the alternative fiat currencies are much worse and provide less liquidity and legal or investor security. FX Trading (BIS April 2025): USD XX% EUR XX% RMB XXX% FX Reserves (IMF Q2 2025): USD XX% EUR XX% RMB X% Payments (SWIFT Sept 2025 data): USD XX% EUR XX% RMB X% Dollar Index (DXY) XXXX October 2025 XXXX May 2021 XXXX June 2014 XXXX May 2011 via Bloomberg BIS IMF and SWIFT"  
[X Link](https://x.com/dlacalle_IA/status/1979582403484995984) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-18T16:16Z 167.1K followers, 77.7K engagements


""Foreigners are selling US debt". Oooops via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1979594273294364825) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-18T17:03Z 167.1K followers, 190.1K engagements


"1) The triumph of big government 2) The coming debt emergency. Always the same. Keynesianism is ruin"  
[X Link](https://x.com/dlacalle_IA/status/1979604725931692040) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-18T17:45Z 167.1K followers, 28.4K engagements


"Bloating government spending may disguise GDP but does not create jobs. via JPMorgan"  
[X Link](https://x.com/dlacalle_IA/status/1979839497052541341) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-19T09:18Z 167.1K followers, 5920 engagements


"Gold rally has nothing to do with US growth and everythibg to do with all fiat debasement. Obviously the IMF refuses to acknowledge that statism has destroyed confidence in fiat currencies of developed nations"  
[X Link](https://x.com/dlacalle_IA/status/1979901872061198400) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-19T13:26Z 167.1K followers, 58.7K engagements


"UK inflation is expected to rise to 4%. Net zero and massive government spending lead to stagnation high taxes and elevated inflation. Another disastrous budget is coming with more counterproductive measures. The UK should be thriving today. It only lags due to the wrong policies. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1979943216427188678) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-19T16:10Z 167.1K followers, 12.3K engagements


"Dollar index today Pay attention to the financial market's aggressively leveraged carry-trade bet using the dollar as a source of funds. Margin debt has reached new all-time highs and solvency problems in Japan and the euro area are only accelerating. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1980554555898360246) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-21T08:39Z 167.1K followers, 21.8K engagements


"If you are worried about the risk of bubbles be very worried about the certainty of the sovereign debt bubble and ask yourself why you would lend to insolvent governments for a meagre yield paid in a constantly depreciating currency. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1980951400965386313) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-22T10:56Z 167.1K followers, 13.4K engagements


"Surveillance Money. The European Central Bank Accelerates the Digital Euro. via @hedgeye"  
[X Link](https://x.com/dlacalle_IA/status/1981018664657948987) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-22T15:23Z 167.1K followers, 3780 engagements


"Big government creates stagnation"  
[X Link](https://x.com/dlacalle_IA/status/1981019574666740209) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-22T15:27Z 167.1K followers, 5832 engagements


"US Real Gross Domestic Income +3.8% annualised while prices remain stable. Theprice index for gross domestic purchasesstood at 2.0%. Thepersonal consumption expenditures (PCE) price indexat XXX% annualised. There is no massive inflation burst from tariffs"  
[X Link](https://x.com/dlacalle_IA/status/1971222726129090605) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-09-25T14:38Z 167.1K followers, 4221 engagements


"@SamuelRines Printing money stocks up. Ooooooh what a surprise"  
[X Link](https://x.com/dlacalle_IA/status/1980674105759154457) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-21T16:34Z 167.1K followers, XXX engagements


"@AboutResources In both cases oil and copper demand growth is strong"  
[X Link](https://x.com/dlacalle_IA/status/1980718567302787292) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-21T19:31Z 167.1K followers, XX engagements


"@SpencerHakimian You are sharing content from the official channel of the Venezuelan dictatorship with the comments of an extreme leftist defender of guerrillas and communist authoritarians"  
[X Link](https://x.com/dlacalle_IA/status/1980226112711197129) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-20T10:54Z 167.1K followers, XXX engagements


"Oil collapse. Given that oil is considered a leading indicator of economic activity some analysts interpret this slump as a warning of an impending economic recession or crash. This is not correct. Demand growth is solid and copper up more than XX% shows industrial activity is not as weak as feared. The oil slump is a supplier-engineered move designed to increase market share and displace uncompetitive alternatives. Furthermore copper shows the change in the industrial and automotive landscape. via Bloomberg"  
[X Link](https://x.com/dlacalle_IA/status/1980557676695183597) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-21T08:52Z 167.1K followers, 75.6K engagements


"Spanish Public Debt Grows at Rate of XXX% and Sets Historical Record: XXXXX Trillion"  
[X Link](https://x.com/dlacalle_IA/status/1981044851513970912) [@dlacalle_IA](/creator/x/dlacalle_IA) 2025-10-22T17:07Z 167.1K followers, 4059 engagements