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[@eliant_capital](/creator/twitter/eliant_capital)
"China has given the U.S. a 1-year grace period as Washington now has just 12-months to accelerate investment in domestic rare earth capacity or ultimately remain vulnerable to Chinas leverage when the window closes"  
[X Link](https://x.com/eliant_capital/status/1982434452119883817) [@eliant_capital](/creator/x/eliant_capital) 2025-10-26T13:09Z 169.7K followers, 209.5K engagements


"Midterms are a year out How long until there is a stimulus announcement"  
[X Link](https://x.com/eliant_capital/status/1978188142583709986) [@eliant_capital](/creator/x/eliant_capital) 2025-10-14T19:56Z 169.4K followers, 39.9K engagements


"DEUTSCHE BANK CEO: I SEE NO CREDIT DETERIORATION *DEUTSCHE BANK CEO SEWING: NOT SEEING FROTH ISSUES IN LOAN BOOKS Add another"  
[X Link](https://x.com/eliant_capital/status/1979157068494807123) [@eliant_capital](/creator/x/eliant_capital) 2025-10-17T12:06Z 169.4K followers, 19.3K engagements


"AMAZON PLANS TO REPLACE 600000 US WORKERS WITH ROBOTS $AMZN is winning in Robotics therefore it is winning in AI"  
[X Link](https://x.com/eliant_capital/status/1980670301156290711) [@eliant_capital](/creator/x/eliant_capital) 2025-10-21T16:19Z 169.3K followers, 26K engagements


"@rev_cap Said it today if tariffs get overturned this is bidenomics 10X on crack"  
[X Link](https://x.com/eliant_capital/status/1980783632764538910) [@eliant_capital](/creator/x/eliant_capital) 2025-10-21T23:49Z 169.4K followers, 2189 engagements


"Im pretty long but still dont feel long enough feel it remains extremely under appreciated similar to Googl back in May but especially with the upcoming robotic narrative improving margins / aws re-accel etc Think people are overthinking it and will likely look back in a year saying wow that was obvious"  
[X Link](https://x.com/eliant_capital/status/1981814154596852183) [@eliant_capital](/creator/x/eliant_capital) 2025-10-24T20:04Z 169.4K followers, 1608 engagements


"Indices new highs & VIX down X% Spot up Vol up deez nuts"  
[X Link](https://x.com/eliant_capital/status/1976023800056774749) [@eliant_capital](/creator/x/eliant_capital) 2025-10-08T20:36Z 169.5K followers, 27.6K engagements


"Plethora of narratives for the recent rally in Gold; Meanwhile it's just been vertical ever since Powell's Jackson Hole speech"  
[X Link](https://x.com/eliant_capital/status/1976262798561993107) [@eliant_capital](/creator/x/eliant_capital) 2025-10-09T12:25Z 169.5K followers, 23.5K engagements


"Go ahead & add $FITB Provisions for credit losses $197M est.$239M"  
[X Link](https://x.com/eliant_capital/status/1979145828968104383) [@eliant_capital](/creator/x/eliant_capital) 2025-10-17T11:21Z 169.5K followers, 6274 engagements


"Go ahead & add $RF Provisions for credit losses $105M est. $129M"  
[X Link](https://x.com/eliant_capital/status/1979145971343687967) [@eliant_capital](/creator/x/eliant_capital) 2025-10-17T11:22Z 169.5K followers, 9107 engagements


"Go ahead & add $ALLY Provision for Credit Losses $403M $411M in Q225"  
[X Link](https://x.com/eliant_capital/status/1979151320540971278) [@eliant_capital](/creator/x/eliant_capital) 2025-10-17T11:43Z 169.5K followers, 12.4K engagements


"New YTD highs for South America & quite the spread between U.S. equities $GXG $EWZ $ECH $EWW"  
[X Link](https://x.com/eliant_capital/status/1920865450935619748) [@eliant_capital](/creator/x/eliant_capital) 2025-05-09T15:36Z 169.6K followers, 25.6K engagements


"Go ahead & add $CMA: Provision for credit losses $XX million estimate $XXXX million"  
[X Link](https://x.com/eliant_capital/status/1979145508317790608) [@eliant_capital](/creator/x/eliant_capital) 2025-10-17T11:20Z 169.6K followers, 3991 engagements


"With Bolivias elections now behind us Chile heads to the polls in November followed by Colombia in March '26 & Brazil in October '26 & expectations of a continued rightward shift toward pro-business & capitalist policies mirroring the Argentinas '23 turnaround has fueled a clear pickup in sentiment across one of the more underinvested markets. Hence the large outperformance on the year:"  
[X Link](https://x.com/eliant_capital/status/1980671939434983640) [@eliant_capital](/creator/x/eliant_capital) 2025-10-21T16:26Z 169.6K followers, 31.8K engagements


"*TRUMP: WE HAVE A REAL STIFF AT THE FEDERAL RESERVE *TRUMP: RATES ARE TOO HIGH Just wait until the next Fed Chair is elected"  
[X Link](https://x.com/eliant_capital/status/1980740167620083734) [@eliant_capital](/creator/x/eliant_capital) 2025-10-21T20:57Z 169.6K followers, 16.9K engagements


"U.S. National Debt Hits Record $38-Trillion Debasement trade must be over 🤭"  
[X Link](https://x.com/eliant_capital/status/1981100024726475041) [@eliant_capital](/creator/x/eliant_capital) 2025-10-22T20:47Z 169.6K followers, 13.5K engagements


"@stevehou0 @briangobosox Curious to see these concessions because man it sure sounds like China won"  
[X Link](https://x.com/eliant_capital/status/1982435740731560439) [@eliant_capital](/creator/x/eliant_capital) 2025-10-26T13:14Z 169.7K followers, XXX engagements


"*TRUMP: HAVEN'T CANCELED MEETING W/ XI *TRUMP: MIGHT STILL HAVE XI MEETING A lot of fuel was created today"  
[X Link](https://x.com/eliant_capital/status/1976771830099984890) [@eliant_capital](/creator/x/eliant_capital) 2025-10-10T22:08Z 169.7K followers, 344.5K engagements


"America-first policies without incurring market wrath Bessent The administration has loads of sold puts"  
[X Link](https://x.com/eliant_capital/status/1982094159700983835) [@eliant_capital](/creator/x/eliant_capital) 2025-10-25T14:37Z 169.7K followers, 70.7K engagements


"@rev_cap Its a pretty natural reaction Id argue China supposedly per Bessent stated that there is a X year grace period for the U.S so the U.S. has X year to figure it it so they arent entirely reliant on China as otherwise China will just continue to hold this chokehold"  
[X Link](https://x.com/eliant_capital/status/1982934265122959621) [@eliant_capital](/creator/x/eliant_capital) 2025-10-27T22:15Z 169.7K followers, 3997 engagements


"I'm starting to be a real believer in copper. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though"  
[X Link](https://x.com/eliant_capital/status/1975698804038078566) [@eliant_capital](/creator/x/eliant_capital) 2025-10-07T23:04Z 169.7K followers, 131.1K engagements


"Delta with a blowout earnings / guide up whilst highlighting bookings have accelerated the last 6-weeks; Awesome recession we got going here"  
[X Link](https://x.com/eliant_capital/status/1976253285595275420) [@eliant_capital](/creator/x/eliant_capital) 2025-10-09T11:47Z 169.7K followers, 150.9K engagements


"Japan LDP Chief Takaichi: I will immediately issue order to compile stimulus package once chosen in parliament to become next PM"  
[X Link](https://x.com/eliant_capital/status/1976272749137138006) [@eliant_capital](/creator/x/eliant_capital) 2025-10-09T13:05Z 169.7K followers, 20.7K engagements


"The one issue with Trumps XXX% tariff threat is hes running the same playbook that he did back in April. The # doesnt necessarily mean anything & China exports have actually gone UP rather than down following tariffs having been implemented since Liberation Day. This is while China also has additional leverage of Rare-earth over the U.S. as well. China knows it has leverage here & the U.S. is cornered just as we saw back in April / Early May & China has shown they can endure much more pain then the U.S. can. Lets not forget Trump has midterms coming up within a year & its hard to see him"  
[X Link](https://x.com/eliant_capital/status/1977121449732125062) [@eliant_capital](/creator/x/eliant_capital) 2025-10-11T21:17Z 169.7K followers, 305.6K engagements


"If it were systematic $TFC numbers certainly dont reflect any credit stress: Provision for Credit Losses: - $436M vs. est. $484.9M - Net charge-offs and provisions improved sequentially - Credit costs remain below expectations amid stable asset quality Mgmt: Strong capital levels improved credit trends and resilient balance sheet provide flexibility for continued shareholder returns"  
[X Link](https://x.com/eliant_capital/status/1979144364233277936) [@eliant_capital](/creator/x/eliant_capital) 2025-10-17T11:16Z 169.7K followers, 85.2K engagements


"Seems like a big deal $BABA $NVDA"  
[X Link](https://x.com/eliant_capital/status/1980015193489879481) [@eliant_capital](/creator/x/eliant_capital) 2025-10-19T20:56Z 169.7K followers, 174.7K engagements


"S&P 100bps off ATHs"  
[X Link](https://x.com/eliant_capital/status/1981079040288055610) [@eliant_capital](/creator/x/eliant_capital) 2025-10-22T19:23Z 169.7K followers, 64.8K engagements


"Took less than two weeks for markets to make a new ATH"  
[X Link](https://x.com/eliant_capital/status/1981700766701350952) [@eliant_capital](/creator/x/eliant_capital) 2025-10-24T12:34Z 169.7K followers, 18.7K engagements


"S&P new ATHs:"  
[X Link](https://x.com/eliant_capital/status/1981740853841289558) [@eliant_capital](/creator/x/eliant_capital) 2025-10-24T15:13Z 169.7K followers, 16.3K engagements


"@dampedspring Amzn seems like an obvious one no Flat YTD of all the Mag-7 unloved similar to Googl earlier in year"  
[X Link](https://x.com/eliant_capital/status/1981812748175745466) [@eliant_capital](/creator/x/eliant_capital) 2025-10-24T19:59Z 169.7K followers, 2157 engagements


"With nearly half of U.S. equities owned by households market declines directly hit American wealth and confidence & we already saw a mere X% decline pressure policymakers / the administration to stabilize markets rather than escalate tensions with China thus revealing how dependent the U.S. economy has become on stock valuations. Given the wealth effect maintaining market stability has become an unspoken policy priority & it more so speaks to the leverage the US has in these trade-talks (clear lack of it)"  
[X Link](https://x.com/eliant_capital/status/1982096436272501217) [@eliant_capital](/creator/x/eliant_capital) 2025-10-25T14:46Z 169.7K followers, 80.5K engagements


"THE U.S. GOVERNMENT AND PRIVATE FINANCIERS ARE POURING MONEY INTO CRITICAL MINERALS BELIEVING CHINA WILL NEVER BE A RELIABLE SUPPLIER AGAIN: WSJ"  
[X Link](https://x.com/eliant_capital/status/1982857984121381348) [@eliant_capital](/creator/x/eliant_capital) 2025-10-27T17:12Z 169.7K followers, 188.7K engagements


"@WaterworldCapi1 The women love miu miu"  
[X Link](https://x.com/eliant_capital/status/1982869096036544644) [@eliant_capital](/creator/x/eliant_capital) 2025-10-27T17:56Z 169.7K followers, XXX engagements


"Not that anyone cares but thats a 20-year breakout in LatAm underway"  
[X Link](https://x.com/eliant_capital/status/1983232250700284228) [@eliant_capital](/creator/x/eliant_capital) 2025-10-28T17:59Z 169.7K followers, 16.9K engagements


"@stocktalkweekly Mine as well given how uncorrelated the returns have been to the U.S. and they just go up and to the right"  
[X Link](https://x.com/eliant_capital/status/1983233245253697579) [@eliant_capital](/creator/x/eliant_capital) 2025-10-28T18:03Z 169.7K followers, 2374 engagements


"@stocktalkweekly Highly recommend Brazil btw easily one of the best places Ive ever traveled to"  
[X Link](https://x.com/eliant_capital/status/1983234447609569591) [@eliant_capital](/creator/x/eliant_capital) 2025-10-28T18:08Z 169.7K followers, 1730 engagements