# ![@4thTroglodyte Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1597361541275230209.png) @4thTroglodyte TheFourthTroglodyte

TheFourthTroglodyte posts on X about money, china, inflation, debt the most. They currently have [-------] followers and [----] posts still getting attention that total [---------] engagements in the last [--] hours.

### Engagements: [---------] [#](/creator/twitter::1597361541275230209/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1597361541275230209/c:line/m:interactions.svg)

- [--] Week [---------] +192,820%
- [--] Month [---------] +14,714%
- [--] Months [---------] +14,000%
- [--] Year [---------] +18,683%

### Mentions: [--] [#](/creator/twitter::1597361541275230209/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1597361541275230209/c:line/m:posts_active.svg)

- [--] Month [--] -21%
- [--] Months [---] +46%
- [--] Year [-----] +281%

### Followers: [-------] [#](/creator/twitter::1597361541275230209/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1597361541275230209/c:line/m:followers.svg)

- [--] Week [---] +0.64%
- [--] Month [---] -1.30%
- [--] Months [---] +85%
- [--] Year [---] +139%

### CreatorRank: [---------] [#](/creator/twitter::1597361541275230209/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1597361541275230209/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [currencies](/list/currencies) 

**Social topic influence**
[money](/topic/money), [china](/topic/china), [inflation](/topic/inflation), [debt](/topic/debt), [tariffs](/topic/tariffs), [federal reserve](/topic/federal-reserve), [in the](/topic/in-the), [stocks](/topic/stocks), [bitcoin](/topic/bitcoin), [has been](/topic/has-been)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Enovix Corporation Common Stock (ENVX)](/topic/$envx) [MP Materials Corp. (MP)](/topic/$mp) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Mario Coin (COIN)](/topic/$coin) [UnitedHealth Group (UNH)](/topic/$unh) [Sable Offshore Corp. (SOC)](/topic/$soc) [Tesla, Inc. (TSLA)](/topic/$tsla) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [BlackRock Inc (BLK)](/topic/blackrock) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [SL Green Realty Corp. (SLG)](/topic/$slg) [ApeCoin (APE)](/topic/$ape)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$PCT moving much higher after-hours. Why - Credit facility secured during a banking crisis. - The bonds are no longer in default. - Production scheduled to ramp this April. 4Q update call tomorrow. Leidos report expected next week"  
[X Link](https://x.com/4thTroglodyte/status/1636132060736917504)  2023-03-15T22:27Z [---] followers, [---] engagements


"@OtherSide_AM @KeithMcCullough @Hedgeye @x2da4 Chicago that's $VNO stomping grounds yea"  
[X Link](https://x.com/4thTroglodyte/status/1658174447063539712)  2023-05-15T18:16Z [---] followers, [---] engagements


"He's definitely trending alright @HedgeyeREITs This list of headlines almost makes me want to buy "the downward trend" $VZ 😂"  
[X Link](https://x.com/4thTroglodyte/status/1658897921725845504)  2023-05-17T18:11Z [---] followers, [--] engagements


"@cutupcado @profplum99 @balajis @DrMarkThornton Is bitcoin an investment for those who got in early or is it the new money system for the world You can't have both"  
[X Link](https://x.com/4thTroglodyte/status/1658922612331008000)  2023-05-17T19:49Z [---] followers, [--] engagements


"Shouldn't the details of a lawsuit settlement with a public company also be public $FOXA you got some 'splainin to do to your shareholders. A Fox News producer admits to the real reason why Tucker Carlson's show was canceled. @OKeefeMedia's R.C. Maxwell (@BlackHannity) joined @EmeraldRobinson to detail their latest findings. 🚨🚨🚨🚨🚨🚨🚨🚨 https://t.co/OJbBnZBW3X A Fox News producer admits to the real reason why Tucker Carlson's show was canceled. @OKeefeMedia's R.C. Maxwell (@BlackHannity) joined @EmeraldRobinson to detail their latest findings. 🚨🚨🚨🚨🚨🚨🚨🚨 https://t.co/OJbBnZBW3X"  
[X Link](https://x.com/4thTroglodyte/status/1659241839675994112)  2023-05-18T16:57Z [---] followers, [--] engagements


"Don't look now. $PACW"  
[X Link](https://x.com/4thTroglodyte/status/1659280996234309633)  2023-05-18T19:33Z [---] followers, [---] engagements


"F for respects. $COIN is done"  
[X Link](https://x.com/4thTroglodyte/status/1666122320631701505)  2023-06-06T16:38Z [---] followers, [--] engagements


"I can't find anything on the Invesco equal-weight utilities index $RYU. It's like it doesn't exist anymore"  
[X Link](https://x.com/4thTroglodyte/status/1666559994710609920)  2023-06-07T21:37Z [---] followers, [--] engagements


"I like the stock $ATVI https://www.usnews.com/news/technology/articles/2023-06-09/activision-intervenes-in-microsoft-challenge-to-uk-regulators-block https://www.usnews.com/news/technology/articles/2023-06-09/activision-intervenes-in-microsoft-challenge-to-uk-regulators-block"  
[X Link](https://x.com/4thTroglodyte/status/1667202303995314176)  2023-06-09T16:09Z [---] followers, [--] engagements


"Notice the bottle on the table: $TAP Roseanne Barr last night: Talent is a gift from God. And they hate talent Intelligence is truth Excellence is truth Talent is truth." Click the subscribe button to watch two warriors discuss the cost of doing right. https://t.co/9ulLnS0hMz Roseanne Barr last night: Talent is a gift from God. And they hate talent Intelligence is truth Excellence is truth Talent is truth." Click the subscribe button to watch two warriors discuss the cost of doing right. https://t.co/9ulLnS0hMz"  
[X Link](https://x.com/4thTroglodyte/status/1667205148404514817)  2023-06-09T16:20Z [---] followers, [--] engagements


"$COIN is next. In todays least surprising news @cryptocom is shutting down their US institutional unit claiming its due to limited demand. We totally believe you. https://t.co/Meiuxe9B1w In todays least surprising news @cryptocom is shutting down their US institutional unit claiming its due to limited demand. We totally believe you. https://t.co/Meiuxe9B1w"  
[X Link](https://x.com/4thTroglodyte/status/1667231870067830784)  2023-06-09T18:07Z [---] followers, [---] engagements


"One more $COIN argument that dies when exposed to sunlight"  
[X Link](https://x.com/4thTroglodyte/status/1667968426017710081)  2023-06-11T18:53Z [---] followers, [--] engagements


"Fidelity and CBOE are more trustworthy than $COIN can ever hope to be. This true This true"  
[X Link](https://x.com/4thTroglodyte/status/1668004536248864768)  2023-06-11T21:17Z [---] followers, [--] engagements


"Long $ATVI; Short $COIN"  
[X Link](https://x.com/4thTroglodyte/status/1668373749710860288)  2023-06-12T21:44Z [---] followers, [--] engagements


"@tspencer322 Could you explain your reasoning for being bullish $APE All I know is that AMC has too much debt and too little revenue with a CEO who wants to continue dumping on retail"  
[X Link](https://x.com/4thTroglodyte/status/1669408679228227584)  2023-06-15T18:16Z [---] followers, [--] engagements


"$FOXA Lots of conservatives speaking out even just in the last hour or two. I think the dam is really breaking for Fox. This is truly their Bud Light moment. Lots of conservatives speaking out even just in the last hour or two. I think the dam is really breaking for Fox. This is truly their Bud Light moment"  
[X Link](https://x.com/4thTroglodyte/status/1669540956406939648)  2023-06-16T03:02Z [---] followers, [--] engagements


"It's not Bill O'Reilly's $FOXA anymore. But pharma ads to boomers is still the business model. Who is going to be their audience [--] years from now This is our "beloved" Fox News. Get it https://t.co/2ey3zxEihZ This is our "beloved" Fox News. Get it https://t.co/2ey3zxEihZ"  
[X Link](https://x.com/4thTroglodyte/status/1669750709695438849)  2023-06-16T16:56Z [---] followers, [--] engagements


"Crazy to see people invest in $COIN They would never accept this from a tradfi bank and especially not from some shmancy fintech app"  
[X Link](https://x.com/4thTroglodyte/status/1670061178406735873)  2023-06-17T13:29Z [---] followers, [--] engagements


"@jimmyrunsmoney @jodydowda @WOLF_Financial $PCTTW"  
[X Link](https://x.com/4thTroglodyte/status/1670893451590930435)  2023-06-19T20:36Z [---] followers, [---] engagements


"@WifeyAlpha $AAPL 😂"  
[X Link](https://x.com/4thTroglodyte/status/1670895159914172418)  2023-06-19T20:50Z [---] followers, [--] engagements


"The paper bitcoin market is designed to buy bitcoin on margin. The paper gold market is designed to divert flows from gold to paper. The two are not the same"  
[X Link](https://x.com/4thTroglodyte/status/1671206371512156163)  2023-06-21T06:29Z [---] followers, [--] engagements


"Tether is used to manipulate bitcoin prices. Because of Tether bitcoin has the dual purpose of inflation hedge and money laundering"  
[X Link](https://x.com/4thTroglodyte/status/1671404901052850176)  2023-06-21T06:29Z [---] followers, [--] engagements


"@rug_pal @KeithMcCullough @mablum @Hedgeye @RealVision Victory lapping with $ARKK and $AAPL. One already collapsed and the other is $AAPL. Real alpha 😂"  
[X Link](https://x.com/4thTroglodyte/status/1671590736570257408)  2023-06-21T18:48Z [---] followers, [--] engagements


"@LogicalThesis But $NVDA doesn't even manufacture chips. And TSMC is saying lighter orders. Something doesn't make sense"  
[X Link](https://x.com/4thTroglodyte/status/1671601311467577344)  2023-06-21T19:30Z [---] followers, [---] engagements


"@philbak1 @HedgeyeComm I think the chart is pointing out the portfolio rebalancing dynamics of [----] where SPY was sold to buy TLT. But in January the QQQ was oversold within the SPY so portfolio rebalancing has favored the QQQ. I'd be curious if @profplum99 has an opinion"  
[X Link](https://x.com/4thTroglodyte/status/1671602859941695488)  2023-06-21T19:35Z [---] followers, [--] engagements


"Still short $COIN"  
[X Link](https://x.com/4thTroglodyte/status/1671905402760626176)  2023-06-22T15:46Z [---] followers, [---] engagements


"What is a special master $APE"  
[X Link](https://x.com/4thTroglodyte/status/1671986688988704770)  2023-06-22T21:01Z [---] followers, [--] engagements


"Something doesn't add up here: $NWG"  
[X Link](https://x.com/4thTroglodyte/status/1672004970156273664)  2023-06-22T22:13Z [---] followers, [--] engagements


"@tspencer322 If $APE conversion doesn't happen I will make money off of $AMCQ"  
[X Link](https://x.com/4thTroglodyte/status/1672050257113534465)  2023-06-23T01:17Z [---] followers, [--] engagements


"$FND up over 3% today. I see you"  
[X Link](https://x.com/4thTroglodyte/status/1672292422691491840)  2023-06-23T17:15Z [---] followers, [--] engagements


"Brought to you by the country of 8.7% inflation. And the bagholders of recently devalued Gilts"  
[X Link](https://x.com/4thTroglodyte/status/1673046915846664192)  2023-06-25T19:14Z [---] followers, [--] engagements


"Shareholders (read retirees on a fixed income) pay for every stupid thing in America via bad executives. .who are elected by the companies selling them "retirement" and collecting a fee for their rent-seeking. $SPOT"  
[X Link](https://x.com/4thTroglodyte/status/1673334774839033857)  2023-06-26T14:20Z [---] followers, [--] engagements


"@SpecialSitsNews So I should buy $TSLA [---] calls for Friday then"  
[X Link](https://x.com/4thTroglodyte/status/1673546749674397704)  2023-06-27T04:22Z [---] followers, [---] engagements


"Long $CQP I'll only own it if you pay me"  
[X Link](https://x.com/4thTroglodyte/status/1673694110627274752)  2023-06-27T14:05Z [---] followers, [--] engagements


"Covered some $KRE on the open. Sold my small cap calls to early but a diversified equity long book has been working well today. $APE $ATVI $BGI $CCL $CCJ $ENVX $FREY $PCT $SCJ Not going to hold $ATVI into the decision I'm out"  
[X Link](https://x.com/4thTroglodyte/status/1673751246522695680)  2023-06-27T17:52Z [---] followers, [---] engagements


"@RJRCapital $UPS might strike"  
[X Link](https://x.com/4thTroglodyte/status/1673760512491024385)  2023-06-27T18:29Z [---] followers, [--] engagements


"@thinkstackgrow @AndrewHMPalmer @KeithMcCullough I should have bought calls"  
[X Link](https://x.com/4thTroglodyte/status/1674040163805310978)  2023-06-28T13:00Z [---] followers, [--] engagements


"Long a calendar straddle $COIN"  
[X Link](https://x.com/4thTroglodyte/status/1674060832659865601)  2023-06-28T14:29Z [---] followers, [--] engagements


"@dampedspring @TheWineSwine Meanwhile the market wants a soft landing and no more hikes"  
[X Link](https://x.com/4thTroglodyte/status/1674089063283032065)  2023-06-28T16:19Z [---] followers, [--] engagements


"Bitcoin offered a stable money supply. Centralized exchanges offer derivatives. Derivatives built on top of crypto defeat the point of bitcoin. You can't have the benefits of both"  
[X Link](https://x.com/4thTroglodyte/status/1674128334291353600)  2023-06-28T18:53Z [---] followers, [--] engagements


"The tradfi boom-bust dynamics are now inherent to the bitcoin system"  
[X Link](https://x.com/4thTroglodyte/status/1674128946814947328)  2023-06-28T18:53Z [---] followers, [--] engagements


"$ATVI I'm using an 80P/85C 7/7;6/30 calendar straddle. Cost basis: 0.55"  
[X Link](https://x.com/4thTroglodyte/status/1674460567011213312)  2023-06-29T16:53Z [---] followers, [--] engagements


"@tspencer322 If I had a share for every AMC bull tweet I would have a board seat"  
[X Link](https://x.com/4thTroglodyte/status/1674518846735286272)  2023-06-29T20:49Z [---] followers, [---] engagements


"Is Dasani the only one making money at the movie theatre $KO $DIS $AMZN $PARA $AMC"  
[X Link](https://x.com/4thTroglodyte/status/1677073647830466560)  2023-07-06T21:54Z [---] followers, [--] engagements


"I'm currently long Enovix and I think it squeezes but I also despise hype in all forms. Stocks have had a hell of a run in the month and a half since First Republic failed. Survey Says. #EnovixBulls $ENVX https://t.co/BesxbhUYbp Survey Says. #EnovixBulls $ENVX https://t.co/BesxbhUYbp"  
[X Link](https://x.com/4thTroglodyte/status/1677488963463045122)  2023-07-08T01:25Z [---] followers, [---] engagements


"*correction [--] months. First Republic failed May 5th. But the Russell Volatility $RVX associated with the event peaked on May 4th bottoming on June 30th. This matters because $ENVX and my other favorite smallcaps are part of the $IWM ETF"  
[X Link](https://x.com/4thTroglodyte/status/1677491462039281664)  2023-07-08T01:35Z [---] followers, [---] engagements


"@nostranska @WifeyAlpha Rabbit holes blood in the water deep in shit. They mean zero zed nada. The dilemma facing the BoE is that they raise rates and that makes bond prices fall and does nothing to stop inflation so they raise rates some more. Eventually your pension funds banks have big losses"  
[X Link](https://x.com/4thTroglodyte/status/1677617286927220736)  2023-07-08T09:55Z [---] followers, [--] engagements


"@nostranska @WifeyAlpha Interest rate risk and credit risk are real and central banks have a dilemma. But a *central* bank gets in trouble when it borrows in a foreign currency and can't repay in its own currency"  
[X Link](https://x.com/4thTroglodyte/status/1677634149103058945)  2023-07-08T11:02Z [---] followers, [--] engagements


"@Cernovich By shifting our focus away from Europe"  
[X Link](https://x.com/4thTroglodyte/status/1678469826556358663)  2023-07-10T18:40Z [---] followers, [---] engagements


"@ScottJohn08 @GeorgeJNasr @GrayConnolly And psychological domination over Roosevelt too. Stalin got so much free stuff from Ford Motor Company"  
[X Link](https://x.com/4thTroglodyte/status/1680068160781942787)  2023-07-15T04:14Z [---] followers, [--] engagements


"@TDogCali51 @tspencer322 @gungirlnyc @AmcCultDestroya I hope people learned from $SBNY to add a bit more theta. Never know when you're going to need an extra [--] weeks to [--] month of theta"  
[X Link](https://x.com/4thTroglodyte/status/1680997966025474048)  2023-07-17T17:48Z [---] followers, [--] engagements


"Good spot to buy more $ENVX. Thank you @muddywatersre for the buying opportunity"  
[X Link](https://x.com/4thTroglodyte/status/1681733471855869953)  2023-07-19T18:31Z [---] followers, [----] engagements


"@tspencer322 I'm reading it now: First impression is that the conversion is not blocked: 1) "The plaintiffs as common stockholders. cannot release direct claims appurtenant to the preferred units." 2) "the settlement consideration harms preferred unitholders." https://aboutblaw.com/9up https://aboutblaw.com/9up"  
[X Link](https://x.com/4thTroglodyte/status/1682489674328309761)  2023-07-21T20:36Z [---] followers, [---] engagements


"Meanwhile the $AMC shorts are getting squeezed on both the borrow and the upward momentum. $APE and $AMC likely converge from here as conversion draws nearer"  
[X Link](https://x.com/4thTroglodyte/status/1682541017072017408)  2023-07-22T00:32Z [---] followers, [---] engagements


"@SpecialSitsNews Who goes to their local bank for a loan when you have $DFS $SOFI $UPST and others Everyone even Fidelity wants to give me a 0% interest credit card through December [----] while the bank is paying 4.0-5.5%. Personally I have many credit options"  
[X Link](https://x.com/4thTroglodyte/status/1682618527713492992)  2023-07-22T05:08Z [---] followers, [---] engagements


"Why did $EOSE have to have their earnings on the same day as $ENVX and $META. Too many things to buy"  
[X Link](https://x.com/4thTroglodyte/status/1684296955751723008)  2023-07-26T20:17Z [---] followers, [--] engagements


"@RJRCapital For me it means I can still be optimistic on gold and silver and bearish on the ponzicoin"  
[X Link](https://x.com/4thTroglodyte/status/1684976982885634048)  2023-07-28T17:19Z [---] followers, [---] engagements


"Shorts: They can't scale. $ENVX: New manufacturing facility. Signing ceremony Here we gooo Its only the beginning all $ENVX @AlderLaneEggs @joceyreyes209 https://t.co/YcesqZKDet Signing ceremony Here we gooo Its only the beginning all $ENVX @AlderLaneEggs @joceyreyes209 https://t.co/YcesqZKDet"  
[X Link](https://x.com/4thTroglodyte/status/1685874822482690048)  2023-07-31T04:47Z [---] followers, [----] engagements


"BTFD until RVX holds above [--] (closes above [--] then opens above 20) and then I'll reduce sizing in small caps. But if RVX high of the day was [-----] then shorts had better be careful. $CCL $DKNG $ENVX $FREY $IWM $PCT $PINS"  
[X Link](https://x.com/4thTroglodyte/status/1686390508757880834)  2023-08-01T14:56Z [---] followers, [---] engagements


"One of the tickers I like *until there's a volatility shift* $EOSE"  
[X Link](https://x.com/4thTroglodyte/status/1686394060335181824)  2023-08-01T15:10Z [---] followers, [--] engagements


"@PolitiReality @garyblack @jimcramer Here's how it works: 1) Passive troglodyte receives paycheck. 2) Passive troglodyte has heard about this investing stuff so they get a robo-advisor 3) Robo-advisor allocates to the SP500 4) Every paycheck they buy the basket 5) The basket includes TSLA. That's how it works"  
[X Link](https://x.com/4thTroglodyte/status/1686411905022500864)  2023-08-01T16:21Z [---] followers, [---] engagements


"@thousandairefx Did the SLOOS survey Upstart Lending Tree Affirm Sofi and all the others Or was it just the banks"  
[X Link](https://x.com/4thTroglodyte/status/1686412212997603328)  2023-08-01T16:22Z [---] followers, [--] engagements


"@InverseTheCons If everyone retires on $1 million and Chipotle is forced to raise wages again no one will be able to retire on $1 million"  
[X Link](https://x.com/4thTroglodyte/status/1688278784443883520)  2023-08-06T20:00Z [---] followers, [--] engagements


"@HedgeyeRetail Love your work Brian Thank you 🙏"  
[X Link](https://x.com/4thTroglodyte/status/1688603710451294208)  2023-08-07T17:31Z [---] followers, [----] engagements


"Not sure what to make of this"  
[X Link](https://x.com/4thTroglodyte/status/1688996300665262083)  2023-08-08T19:31Z [---] followers, [--] engagements


"@AndrewHMPalmer I like $PCTTW which are warrants for March [--] [----] 11strike. I was happy to get an order fill for $3.76 today:"  
[X Link](https://x.com/4thTroglodyte/status/1689064386701430784)  2023-08-09T00:01Z [---] followers, [--] engagements


"@RJRCapital NVDA isn't until after 8/18 opex. You're skipping ahead in the script"  
[X Link](https://x.com/4thTroglodyte/status/1689065574205464577)  2023-08-09T00:06Z [---] followers, [---] engagements


"We could see $SCHW trade as low as $50 where many would BTFD out of it alongside the BTFP"  
[X Link](https://x.com/4thTroglodyte/status/1693771070652977486)  2023-08-21T23:44Z [---] followers, [---] engagements


"Microsoft's deal with Ubisoft means that a deal with the CMA is closer now. Everyone can declare a win. $ATVI"  
[X Link](https://x.com/4thTroglodyte/status/1693892583477719077)  2023-08-22T07:47Z [---] followers, [--] engagements


"Please FUD $SCHW. I missed the opportunity to buy the preferreds on the cheap"  
[X Link](https://x.com/4thTroglodyte/status/1693897903335784821)  2023-08-22T08:08Z [---] followers, [--] engagements


"@LogicalThesis @AlderLaneEggs @StockJabber Are there pre revenue companies that don't look like shitcos I think you and @RJRCapital might be able to have a good discussion on ENVX. I'm also blocked by Marc for being a former skeptic and saying that hype is bearish not bullish"  
[X Link](https://x.com/4thTroglodyte/status/1694240667818774551)  2023-08-23T06:50Z [---] followers, [---] engagements


"$SNOW and $NOW also jumping on $NVDA earnings"  
[X Link](https://x.com/4thTroglodyte/status/1694465690479263779)  2023-08-23T21:44Z [---] followers, [---] engagements


"Still long my stock picks but I bought puts with covered calls. Except for $ATVI that stock continues to trade without correlation to SPY or IWM. It's my portfolio's star player"  
[X Link](https://x.com/4thTroglodyte/status/1694731031872766105)  2023-08-24T15:18Z [---] followers, [--] engagements


"Powell had better crash this market tomorrow or $NVDA will make all time highs again"  
[X Link](https://x.com/4thTroglodyte/status/1694738970389934118)  2023-08-24T15:50Z [---] followers, [--] engagements


"@DisruptorStocks Check its performance since IPO versus Chipotle then"  
[X Link](https://x.com/4thTroglodyte/status/1695238930512449854)  2023-08-26T00:57Z [---] followers, [--] engagements


"@anammostarac Try $APO. Good luck"  
[X Link](https://x.com/4thTroglodyte/status/1697112895321190690)  2023-08-31T05:03Z [---] followers, [--] engagements


"@Zerosumgame33 Too many calls in the chain would make it unwind just from theta decay. Is that what's happening perhaps"  
[X Link](https://x.com/4thTroglodyte/status/1699509918515253287)  2023-09-06T19:48Z [---] followers, [---] engagements


"@SpecialSitsNews So long $NVDA then ; )"  
[X Link](https://x.com/4thTroglodyte/status/1699662066632773851)  2023-09-07T05:53Z [---] followers, [--] engagements


"@JimJame74888138 I think they still have framed posters of lines outside of $FRC and bank HTM losses charts. Any day now they're all going to fail"  
[X Link](https://x.com/4thTroglodyte/status/1700799436753080346)  2023-09-10T09:12Z [---] followers, [---] engagements


"@LogicalThesis But I drove by Hong Kong and their stock market was still closed"  
[X Link](https://x.com/4thTroglodyte/status/1700939859232485648)  2023-09-10T18:30Z [---] followers, [--] engagements


"Futures down dollar up yen down rates flat Nikkei up"  
[X Link](https://x.com/4thTroglodyte/status/1701500406139101684)  2023-09-12T07:38Z [---] followers, [--] engagements


"$COST is the perfect example of a company that investors love. They do what they do and make money doing it. Magic is for unicorns which only exist in pre-IPO but they still make good stuff. $AAPL is no different"  
[X Link](https://x.com/4thTroglodyte/status/1702133575376941351)  2023-09-14T01:34Z [---] followers, [--] engagements


"As for the timing of the senior notes offering public companies don't wake up one day and place a notes offering because they need to put the spare tire on. They plan these offerings well in advance"  
[X Link](https://x.com/4thTroglodyte/status/1702246575681220814)  2023-09-14T09:03Z [---] followers, [---] engagements


"@SpecialSitsNews Cons: 1) The solvent seal was replaced and Ironton has to restart. But can it restart The machines in the purification process can be seen here as presented by the CEO: 2) The production goal outlined by the municipal bonds has not been met"  
[X Link](https://x.com/4thTroglodyte/status/1702562928774533366)  2023-09-15T06:00Z [---] followers, [--] engagements


"@SpecialSitsNews 4) Recycled virgin-like PP has a large TAM beyond P&G and Purecycle has the best recycling process. 5) Future plants are planned for Augusta Georgia ; Bruges Belgium with the port of Antwerp-Bruges; Ulsan South Korea with SK Geo; and Japan in partnership with Mitsui"  
[X Link](https://x.com/4thTroglodyte/status/1702563353905013060)  2023-09-15T06:01Z [---] followers, [--] engagements


"@SpecialSitsNews 6) The Southern Ohio Port Authority has worked with Purecycle bond "defaults" before following construction delays after the East Palestine train derailment. They intend to attract jobs to Southern Ohio"  
[X Link](https://x.com/anyuser/status/1702563483026665931)  2023-09-15T06:02Z [--] followers, [--] engagements


"Weird to see $ACTHF rally on this $PCT dip. $ACTHF bulls rn:"  
[X Link](https://x.com/4thTroglodyte/status/1702750138563961266)  2023-09-15T18:24Z [---] followers, [----] engagements


"McCarthy is beginning to side with Chip Roy on the border"  
[X Link](https://x.com/4thTroglodyte/status/1703241102898389255)  2023-09-17T02:54Z [---] followers, [--] engagements


"@WifeyAlpha Diet starts tomorrow"  
[X Link](https://x.com/4thTroglodyte/status/1703499630691189085)  2023-09-17T20:02Z [---] followers, [---] engagements


"@realmichaelseif And how did Meloni fit that description I must be missing something"  
[X Link](https://x.com/4thTroglodyte/status/1703513334061101475)  2023-09-17T20:56Z [---] followers, [--] engagements


"$ENVX -8.8%. Couldn't have happened to nicer people. Average call IVOL still 67.58% for 10/20. Over 23k OI at 15C. They say it's a long term investment but so many are losing money on short term bets. If it were all buy-writes the IVOL would be [--]. Trade should fit thesis"  
[X Link](https://x.com/4thTroglodyte/status/1703865168776831123)  2023-09-18T20:14Z [---] followers, [---] engagements


"It's not the shorts these $ENVX bulls need to worry about. It's the market makers selling their stock hedges according to theta decay"  
[X Link](https://x.com/4thTroglodyte/status/1703866108355526838)  2023-09-18T20:18Z [---] followers, [---] engagements


"@AlexJonesIA @steve2bacon It's nearing an inflection. I thought Nvidia looked like this the last time it was at 376"  
[X Link](https://x.com/4thTroglodyte/status/1703968708845265188)  2023-09-19T03:06Z [---] followers, [--] engagements


"Let's address some assumptions $PCT 1) Does Georgia detract from Ironton This is stated but not proven. 2) $PG patent license. LOL. 3) Cash burn Not an issue. 4) Completion dates for future projects ambitious. Yes and that's how you buy the dip"  
[X Link](https://x.com/4thTroglodyte/status/1704377079461257511)  2023-09-20T06:08Z [---] followers, [---] engagements


"Normally politics and trading should not be mixed. But when flows are dependent on government spending and that government spending is in question it's time to follow politics"  
[X Link](https://x.com/4thTroglodyte/status/1704700102491898030)  2023-09-21T03:32Z [---] followers, [--] engagements


"@bullgangCEO If $SPY gets to [---] by 9/29: "well it felt like [----] to me.""  
[X Link](https://x.com/4thTroglodyte/status/1705111534979141712)  2023-09-22T06:47Z [---] followers, [--] engagements


"@weltluster_86 @Citrini7 You know those guys in baseball who get home runs and strikeouts and almost nothing else I'd still want to know what they think about hitting the home run"  
[X Link](https://x.com/4thTroglodyte/status/1705119808000602178)  2023-09-22T07:20Z [---] followers, [--] engagements


"@weltluster_86 @Citrini7 And how many losing trades have you had this year alone One lesson is to not swing for the fences at every pitch (thank you Ted Williams). Bill Ackman has hit home runs related to bond issuance and CDS. Listen. Learn. Don't strikeout"  
[X Link](https://x.com/4thTroglodyte/status/1705122963195081170)  2023-09-22T07:32Z [---] followers, [--] engagements


"@weltluster_86 @Citrini7 FML can't believe I'm defending Bill on Twitter while watching these boring Nikkei candles ffs"  
[X Link](https://x.com/4thTroglodyte/status/1705124008604422206)  2023-09-22T07:36Z [---] followers, [--] engagements


"I would have expected more bounce on the 4am $ES_F with Nikkei up 1%"  
[X Link](https://x.com/4thTroglodyte/status/1705127128667390228)  2023-09-22T07:49Z [---] followers, [--] engagements


"Buy high sell higher. Short low cover lower. $VIX"  
[X Link](https://x.com/4thTroglodyte/status/1705324127601688868)  2023-09-22T20:52Z [---] followers, [--] engagements


"Almost time for more Dollar/Yen swaplines"  
[X Link](https://x.com/4thTroglodyte/status/1705381130378346619)  2023-09-23T00:38Z [---] followers, [--] engagements


"$SPY $VIX and $XSP saw the most traded options today. - Puts made up 61.2% of all SPY options traded. - Puts made up only 34.1% of $VIX volume. - In 3rd place was $XSP with 57.6% of options as puts. Either traders are super bearish OR they are supplying volatility to the market"  
[X Link](https://x.com/4thTroglodyte/status/1705383815580185016)  2023-09-23T00:49Z [---] followers, [--] engagements


"Yes unless you buy from $LEN in which case you only pay 5.25ish. Sigh"  
[X Link](https://x.com/4thTroglodyte/status/1705448622090006708)  2023-09-23T05:06Z [---] followers, [---] engagements


"FHLB advances and Fed balance sheet both moving in the same direction. Down"  
[X Link](https://x.com/4thTroglodyte/status/1705819749236765077)  2023-09-24T05:41Z [---] followers, [--] engagements


"So if I'm overweight $LLY is there a pill I can take to help me fix my positioning"  
[X Link](https://x.com/4thTroglodyte/status/1707818593466069436)  2023-09-29T18:04Z [---] followers, [--] engagements


"@jedimarkus77 "passive income""  
[X Link](https://x.com/4thTroglodyte/status/1708875047010734311)  2023-10-02T16:02Z [---] followers, [--] engagements


"@Swordfishv44183 Money market fund balances are not included in M2. There's other liquidity metrics like the weekly BTFP number that should come out today or tomorrow"  
[X Link](https://x.com/4thTroglodyte/status/1709704299562066077)  2023-10-04T22:57Z [---] followers, [---] engagements


"@agnostoxxx The reaction it turns into a big nothing and crushes implied volatility"  
[X Link](https://x.com/4thTroglodyte/status/1709996482848575676)  2023-10-05T18:18Z [---] followers, [---] engagements


"@vijay9933 @Ksidiii There's a lot more to equities than a simple up or down. Magnitude and range are probably more important than direction"  
[X Link](https://x.com/4thTroglodyte/status/1710503873671315461)  2023-10-07T03:54Z [---] followers, [--] engagements


"Does $EOSE fix this"  
[X Link](https://x.com/4thTroglodyte/status/1710513620042621158)  2023-10-07T04:33Z [---] followers, [---] engagements


"The BTFP was a net drain on global liquidity the past week"  
[X Link](https://x.com/4thTroglodyte/status/1710522965572694146)  2023-10-07T05:10Z [---] followers, [--] engagements


"I am reading that Israeli intel and security failed and now must respond with Shock-and-Awe. "Unprecedented" they said. I expect to see more of this word. And more conflicts. The last time the world saw stagflation there was Arab Spring [----]. Is the unipolar moment over"  
[X Link](https://x.com/4thTroglodyte/status/1710589716796706911)  2023-10-07T09:35Z [---] followers, [--] engagements


"@vtchakarova @TonyNashNerd The US having lost sight of strategic objectives beyond Zombie Reaganism has already failed in [--] wars over [--] years. As McCarthy learned American interests are "in transition" despite the Alex Soros oped re: Europe. We will decide our own reality"  
[X Link](https://x.com/4thTroglodyte/status/1710703773746888830)  2023-10-07T17:08Z [---] followers, [--] engagements


"European and other foreign intellectuals will use Twitter to tell Americans what their interests are. Fuck off. This arrogance has been challenged in the Congress. As former Speaker McCarthy learned the hard way Ukraine is out. We will decide not you"  
[X Link](https://x.com/4thTroglodyte/status/1710708039895126265)  2023-10-07T17:25Z [---] followers, [--] engagements


"Who was the first person to call George Bush on 9/11 Anyone"  
[X Link](https://x.com/4thTroglodyte/status/1710722220258099592)  2023-10-07T18:22Z [---] followers, [--] engagements


"@SteveBigpond @chigrl @AlBorlin72 I'm sure Venezuela will share /s"  
[X Link](https://x.com/4thTroglodyte/status/1710847466923507940)  2023-10-08T02:39Z [---] followers, [---] engagements


"@sunny051488 @Barchart When France and Germany transact in Euros it's counted as an international transaction"  
[X Link](https://x.com/4thTroglodyte/status/1711218497978880385)  2023-10-09T03:14Z [---] followers, [---] engagements


"@unusual_whales $GD manufactures 155mm artillery shells which are in short supply in Ukraine. These purchases go from June 2022-2023. How is this news"  
[X Link](https://x.com/4thTroglodyte/status/1711275154016477658)  2023-10-09T06:59Z [---] followers, [--] engagements


"Imo the $RTX call options highlighted by @AlexJonesIA are a bigger deal than purchases of $GD. $GD manufactures 155mm artillery which is in short supply across the world. $RTX manufactures the missiles used in the Iron Dome and calls were opened the same day. All public info"  
[X Link](https://x.com/4thTroglodyte/status/1711276626758299956)  2023-10-09T07:05Z [---] followers, [---] engagements


"Blunder not conspiracy. Blunders of this magnitude are COMMON historically speaking. Here's a few youtube channels you can start with: The Great War World War [--] Real Time History Kings and Generals HistoryMarche The Armchair Historian EpicHistoryTV SabatonHistory"  
[X Link](https://x.com/4thTroglodyte/status/1711287660332077130)  2023-10-09T07:49Z [---] followers, [--] engagements


"How cute Someone who thinks EPS still matters for share price"  
[X Link](https://x.com/4thTroglodyte/status/1711920393156739315)  2023-10-11T01:43Z [---] followers, [--] engagements


"@LONGCONVEXITY @iv_technicals April [--] [----]. There's always missiles even during peace-time"  
[X Link](https://x.com/4thTroglodyte/status/1712036350546046994)  2023-10-11T09:24Z [---] followers, [--] engagements


"@jcashmoney9123 If the Fed does more long bond yields will continue to come in. If the Fed doesn't do more yields can go up"  
[X Link](https://x.com/4thTroglodyte/status/1712516531190640886)  2023-10-12T17:12Z [---] followers, [--] engagements


"@tspencer322 If $TMF is at $20 and $MBB rallies a lot of the banks's issues duration risk issues disappear When unemployment and charge-offs pick up the banks's #1 issue will move from duration losses to credit risk. But perhaps their balance sheet is less bad this quarter"  
[X Link](https://x.com/4thTroglodyte/status/1712603148098122013)  2023-10-12T22:56Z [---] followers, [---] engagements


"@CashFlowBowser @PikerCap One concerning thing was that 22% was allotted at the high yield of 4.83% while the 30year rate was around 4.74% at the time of the auction"  
[X Link](https://x.com/4thTroglodyte/status/1712876829135327259)  2023-10-13T17:03Z [---] followers, [--] engagements


"The VIX premium to realized is all about fear: what are you willing to pay for a good night's sleep during the start of regional bank failures and World War 3"  
[X Link](https://x.com/4thTroglodyte/status/1712923729003733364)  2023-10-13T20:10Z [---] followers, [--] engagements


"@amlivemon Time to buy another tranche of $MOS I guess. Thank you for reposting this guy 😂"  
[X Link](https://x.com/4thTroglodyte/status/1713270399721734219)  2023-10-14T19:07Z [---] followers, [---] engagements


"@soclose2me @DiMartinoBooth @profplum99 Chris passive flows to Apple are higher than Palo Alto Networks because of its weighting in the SP500. It's reflexive. As Apple increases in price every dollar toward the SP500 buys more cents of Apple. Finally active managers are forced to chase to meet their benchmark"  
[X Link](https://x.com/4thTroglodyte/status/1713619693138051095)  2023-10-15T18:15Z [---] followers, 12K engagements


"@soclose2me @DiMartinoBooth @profplum99 Let me speculate anyway: it's not passive that's selling on the down days. Passive flows will continue until unemployment ticks up. If those flows reverse that's when the reflexivity to the downside begins"  
[X Link](https://x.com/4thTroglodyte/status/1713622826702483965)  2023-10-15T18:28Z [---] followers, [---] engagements


"@WolfoftheKirb @DiMartinoBooth @soclose2me @profplum99 It's so counter-intuitive: demand goes up as price increases. You could try telling him that stocks are like "Veblen goods." Number go up"  
[X Link](https://x.com/4thTroglodyte/status/1713640142081270029)  2023-10-15T19:37Z [---] followers, [--] engagements


"@RJRCapital @learnthisgame That 5.2% on the 2year is looking pretty good"  
[X Link](https://x.com/4thTroglodyte/status/1714443583233855712)  2023-10-18T00:49Z [---] followers, [--] engagements


"@BitcoinHomie @hendry_hugh Holding fiat is shorting bitcoin and holding bitcoin is shorting fiat. We'll see who short-squeezes who"  
[X Link](https://x.com/4thTroglodyte/status/1714446738248139181)  2023-10-18T01:02Z [---] followers, [--] engagements


""There is a great deal of ruin in a nation." - Adam Smith"  
[X Link](https://x.com/4thTroglodyte/status/1715408288924549310)  2023-10-20T16:43Z [---] followers, [--] engagements


"For context someone said losing the battle of Saratoga would be the end of Britain but the pound sterling remained the unchallenged reserve currency until after World War [--] Britain's empire didn't fall apart until after World War 2"  
[X Link](https://x.com/4thTroglodyte/status/1715409779185926310)  2023-10-20T16:48Z [---] followers, [--] engagements


"@ka1n0s Is there a reason for the flight from other assets to stop What if commercial real estate banking other R2K assets are permanently less valuable relative to the big balance sheet tech that earns 5%+ on its cash balances Why can't the safe haven crowding continue"  
[X Link](https://x.com/4thTroglodyte/status/1715565969370914908)  2023-10-21T03:09Z [---] followers, [--] engagements


"A black swan I keep coming back to: an admin. w/ ability to print WRC wants to keep a specific ETF propped up for November. That ETF is not $TLT not anymore. Was the Swiss CB right to buy $AAPL"  
[X Link](https://x.com/4thTroglodyte/status/1715599672394534947)  2023-10-21T05:23Z [---] followers, [---] engagements


"Bull Case: 1) Volume-weighted time 2) Low realized volatility with stair-steps down 3) Slower Treasury issuance in duration 4) Less Federal Reserve pressure 5) Passive flows. 2/4"  
[X Link](https://x.com/4thTroglodyte/status/1717038830552056299)  2023-10-25T04:42Z [---] followers, [--] engagements


"Bear Case: 1) War expands 2) Economy slowing 3) Lagging effects of rate hikes 4) Credit cycle (charge-offs) 5) Asian financial crisis 6) Strong $ 7) Treasury issuance in duration soaking liquidity 8) Higher inflation driving LT yields higher. 3/4"  
[X Link](https://x.com/4thTroglodyte/status/1717039428487799104)  2023-10-25T04:44Z [---] followers, [--] engagements


"When Private Equity and wayward universities are at odds it's a pity they can't both lose. We need better elites and neither the Ivy system nor Private Equity is going to find them for us"  
[X Link](https://x.com/4thTroglodyte/status/1717043314942423420)  2023-10-25T05:00Z [---] followers, [--] engagements


"It's so Uptober"  
[X Link](https://x.com/4thTroglodyte/status/1717276190753607949)  2023-10-25T20:25Z [---] followers, [--] engagements


"@AlwaysSFG What's the bull case here in your opinion"  
[X Link](https://x.com/4thTroglodyte/status/1717294433329463792)  2023-10-25T21:37Z [---] followers, [--] engagements


"@AlwaysSFG 4300/4400 for EOY sounds reasonable I just don't know if we see [----] first or go straight there. I think geopolitical risk is in a topping process and credit risk can be delayed until next year while consumers are still contributing to their 401k"  
[X Link](https://x.com/4thTroglodyte/status/1717296295206154531)  2023-10-25T21:45Z [---] followers, [--] engagements


"@jimiuorio Gotta pump $PFE and $MRNA somehow"  
[X Link](https://x.com/4thTroglodyte/status/1717608055096189308)  2023-10-26T18:24Z [---] followers, [--] engagements


"@GregKostrikin @johnkonrad "Finance friends: Can Acapulco rebuild with high interest rates supply chain disruptions and skilled labor shortages" How does insurance fix the latter two"  
[X Link](https://x.com/4thTroglodyte/status/1718423720241537151)  2023-10-29T00:25Z [---] followers, [--] engagements


"@DonMiami3 @MacroEdgeRes Don the game has gotten more complicated such that breadth needs more variables. You're looking only at price to determine breadth. We need to look at how broad the hedging activity has been using option volume and IVOL because that will tell us where buyback will occur"  
[X Link](https://x.com/4thTroglodyte/status/1718484564304331022)  2023-10-29T04:27Z [---] followers, [---] engagements


"They got the wrong Soros. Alexander runs the show now"  
[X Link](https://x.com/4thTroglodyte/status/1718534703001792586)  2023-10-29T07:46Z [---] followers, [--] engagements


"George Soros reportedly cedes control of an empire to a younger son. Politico"  
[X Link](https://x.com/4thTroglodyte/status/1718535247732855236)  2023-10-29T07:48Z [---] followers, [--] engagements


"Many things changed after [----] including the pricing of implied volatility of options"  
[X Link](https://x.com/4thTroglodyte/status/1718676354567385514)  2023-10-29T17:09Z [---] followers, [--] engagements


"Kazuo Ueda was a professor at the university of Tokyo from [----] until he retired with honors in [----]. He's been governor of the BOJ since April [----] well after the global inflation cycle began. You're lucky I'm not affliated with community notes because your post deserves it"  
[X Link](https://x.com/4thTroglodyte/status/1719247647398383731)  2023-10-31T06:59Z [---] followers, [--] engagements


"Point is we still have no idea what Ueda wants. He remains enigmatic with his persistence relaxing into patience"  
[X Link](https://x.com/4thTroglodyte/status/1719250203302355377)  2023-10-31T07:09Z [---] followers, [--] engagements


"If market moves don't make sense to you don't think about as an equity trade but as a FOREX trade. Think of AAPL/USD as an FX pair. Does it make sense now"  
[X Link](https://x.com/4thTroglodyte/status/1720345065426690346)  2023-11-03T07:40Z [---] followers, [--] engagements


"@bullgangCEO Counterpoint is that there will be tax loss harvesting in the stocks that are not megacaps creating fragile breadth not that the indexes have cared much about breadth anyway"  
[X Link](https://x.com/4thTroglodyte/status/1720863412174176621)  2023-11-04T17:59Z [---] followers, [--] engagements


"@SagarSinghSetia @adrianolenz Which world is that Emerging markets with runaway inflation broken politics and climbing interest rates"  
[X Link](https://x.com/4thTroglodyte/status/1721432996241408367)  2023-11-06T07:43Z [---] followers, [--] engagements


"I bet you can't imagine a world where stocks climb during a hard economic landing. But stocks have already climbed for [--] years of a silent depression. One plane might never land and the other might never fly again"  
[X Link](https://x.com/4thTroglodyte/status/1721435500249321932)  2023-11-06T07:53Z [---] followers, [--] engagements


"Government spending:"  
[X Link](https://x.com/4thTroglodyte/status/1721581749929660774)  2023-11-06T17:34Z [---] followers, [---] engagements


"Shein needs to IPO before markets are allowed to crash"  
[X Link](https://x.com/4thTroglodyte/status/1721745539614802069)  2023-11-07T04:24Z [---] followers, [--] engagements


"@OffTheRunTrades Market not markets ;) Supportive for equity market. But what about the Treasury market"  
[X Link](https://x.com/4thTroglodyte/status/1722724990863462835)  2023-11-09T21:16Z [---] followers, [--] engagements


"The China block with oil from Iraq is the new wild card"  
[X Link](https://x.com/4thTroglodyte/status/1723483381932110039)  2023-11-11T23:30Z [---] followers, [--] engagements


"Recent @Blockworks_ Macro video headlines: No more Fed rate hikes Huge risk on rally Credit risk remains The soft landing is here The giant bond bubble has popped Government money printer will cause stocks to soar And the "huge risk on rally" guy now says "sell all assets.""  
[X Link](https://x.com/4thTroglodyte/status/1724627385017041382)  2023-11-15T03:16Z [---] followers, [--] engagements


"Was Mearsheimer on Lex Friedman a top tick for $ITA"  
[X Link](https://x.com/4thTroglodyte/status/1726715755457315087)  2023-11-20T21:34Z [---] followers, [--] engagements


"@RJRCapital Not a good look for the board of OpenAI but Microsoft seems to have secured Sam's loyalty by backing him. For once a company understand the talent is the business. Welcome change from the practice of laying off the experienced followed by hiring cheaper new employees"  
[X Link](https://x.com/4thTroglodyte/status/1726765550469321161)  2023-11-21T00:52Z [---] followers, [---] engagements


"@Swordfishv44183 VIX still has a minor premium to fixed strike volatility. Should be lower"  
[X Link](https://x.com/4thTroglodyte/status/1728260067005440283)  2023-11-25T03:51Z [---] followers, [--] engagements


"Japan is one of the few western countries that is not apologizing for its past. The Last Samurai intrigues us because we wish we still had respect our own history people and traditions. Pursuit of GDP without regard for social cohesion increases transaction costs"  
[X Link](https://x.com/4thTroglodyte/status/1729584816729797048)  2023-11-28T19:35Z [---] followers, [--] engagements


"Sam Zell and now Charlie Munger. Two disciplined investors. Markets have memory. A generation of memory is passing. It is the duty of every investor to learn and remember"  
[X Link](https://x.com/4thTroglodyte/status/1729822013131272676)  2023-11-29T11:18Z [---] followers, [--] engagements


"Better than sending it to Ukraine or the Middle East. The Republicans are going to lose another election if they keep this up"  
[X Link](https://x.com/4thTroglodyte/status/1730111209943290150)  2023-11-30T06:27Z [---] followers, [--] engagements


"Just close the f'ing door - Jay Powell Go f' yourself - Elon Musk There's a cultural mood shift from "no one cares" to we're done with f'ing around"  
[X Link](https://x.com/4thTroglodyte/status/1730136290681905370)  2023-11-30T08:06Z [---] followers, [--] engagements


"Advertisers steal our data sell it and think that entitles them to power over my speech. My interests are aligned with anyone who stands up to them"  
[X Link](https://x.com/4thTroglodyte/status/1730165277101523123)  2023-11-30T10:02Z [---] followers, [--] engagements


"HAK's support of the Iraq war is concerning. The US was unprepared for the unipolar moment while others profited a managerial consulting fee"  
[X Link](https://x.com/4thTroglodyte/status/1730190070861508760)  2023-11-30T11:40Z [---] followers, [--] engagements


"And even if you don't win the access to the $SPY $BIL daily rebalance strategy known as the 🔪🐳 coming later this month is worth following. Responsible risk-taking in the most liquid ETFs with drawdown control can diversify a passive or active portfolio"  
[X Link](https://x.com/4thTroglodyte/status/1730317823229173786)  2023-11-30T20:08Z [---] followers, [--] engagements


"Shelter component of CPI is coming down"  
[X Link](https://x.com/4thTroglodyte/status/1730391515246313897)  2023-12-01T01:01Z [---] followers, [--] engagements


"Small cap rotation today. $KRE $IWM $PCT $ENVX $BYON and $MPW and $ABR is all the same trade. Janet cut rates and the Fed isn't going to do anything about it until next year. Janet cut rates. IWM and all its garbage will continue to rally. Don't get in the way. Janet cut rates. IWM and all its garbage will continue to rally. Don't get in the way"  
[X Link](https://x.com/4thTroglodyte/status/1730649709948399828)  2023-12-01T18:06Z [---] followers, [----] engagements


"@tspencer322 $ENVX $BYON and $TRUP $HELE $MCB are all having a good day as $IWM and $KRE rebound. It's the same trade on rates and too many bears"  
[X Link](https://x.com/4thTroglodyte/status/1730660599099691212)  2023-12-01T18:50Z [---] followers, [---] engagements


"@cullenroche @mikealfred Yes that's what we learned in [----] when government bailed out Wall Street. There is a floor in the Spooz but not for youse"  
[X Link](https://x.com/4thTroglodyte/status/1731407788558143545)  2023-12-03T20:19Z [---] followers, [--] engagements


"@Michigandolf @ToddJos03650461 And minute by minute options for FOMC press conference days. Then the HFT algorithms can really battle it out"  
[X Link](https://x.com/4thTroglodyte/status/1732127699861418333)  2023-12-05T19:59Z [---] followers, [---] engagements


"New short idea $PACW Read all about it behind this paywall (CLICK HERE) Big if true"  
[X Link](https://x.com/4thTroglodyte/status/1732146184230510659)  2023-12-05T21:13Z [---] followers, [--] engagements


"If you're looking for a bear market don't start with $NVDA. Start with venture funds. Even Sesame Street had a venture fund"  
[X Link](https://x.com/4thTroglodyte/status/1733905005089014041)  2023-12-10T17:42Z [---] followers, [--] engagements


"@MakerWaddles The good news is he can get a job at Panera if he fails"  
[X Link](https://x.com/4thTroglodyte/status/1734261458501001603)  2023-12-11T17:18Z [---] followers, [--] engagements


"The veneer is collapsing as when Neo enters the realm of the machines in the third and final act"  
[X Link](https://x.com/4thTroglodyte/status/1734838699299651830)  2023-12-13T07:32Z [---] followers, [--] engagements


"SPY up; VIX up 🚨"  
[X Link](https://x.com/4thTroglodyte/status/1734988586792145391)  2023-12-13T17:28Z [---] followers, [--] engagements


"@jedimarkus77 markets in turmoil"  
[X Link](https://x.com/4thTroglodyte/status/1735000314074517958)  2023-12-13T18:14Z [---] followers, [--] engagements


"@amlivemon @WaldRaniewski It helped that the Russians were sent so many tanks manufactured by the Ford Motor Company that it didn't matter how many were sent to the bottom of the North Sea by German U-boats"  
[X Link](https://x.com/4thTroglodyte/status/1735062822919491858)  2023-12-13T22:23Z [---] followers, [--] engagements


"@Globalflows @concodanomics what will break implied volatility"  
[X Link](https://x.com/4thTroglodyte/status/1735347193635279215)  2023-12-14T17:13Z [---] followers, [--] engagements


"Wall Street understands inflation"  
[X Link](https://x.com/4thTroglodyte/status/1735426170165035355)  2023-12-14T22:26Z [---] followers, [--] engagements


"And GDP is only growing due to government spending"  
[X Link](https://x.com/4thTroglodyte/status/1735452152150311220)  2023-12-15T00:10Z [---] followers, [--] engagements


"Hear me out. Orange Juice REIT in Argentina"  
[X Link](https://x.com/4thTroglodyte/status/1735865005080563851)  2023-12-16T03:30Z [---] followers, [--] engagements


"@scottgrvs @theophysicus I'm not asking you to solve proofs such as P = NP. "You *never* understand Scripture" If there is never any understanding it is because understanding is hidden from you. The question you should ask is there "where can wisdom be found" And this question I now ask of you"  
[X Link](https://x.com/4thTroglodyte/status/1736945853863235681)  2023-12-19T03:05Z [---] followers, [--] engagements


"@scottgrvs @theophysicus The quest for wisdom is truly the greatest quest superior to mining precious metals or exploring far-off seas. More valuable than any expensive thing money can buy. For all your learning you surely have an idea about wisdom or why would you write so much"  
[X Link](https://x.com/4thTroglodyte/status/1736947504489640416)  2023-12-19T03:12Z [---] followers, [--] engagements


"@maphumanintent I'm actually quite surprised this wasn't already planned for. We had contingency plans for a naval war with Britain in the 1920s: War Plan Red. Don't they do contingency planning at all anymore"  
[X Link](https://x.com/4thTroglodyte/status/1737282555479810551)  2023-12-20T01:23Z [---] followers, 14.1K engagements


"@matthewstoller OFAC could shut it down anytime they wanted to. After $SBNY and the Signet network was seized many of us traders expected this would happened but it still hasn't. Yet Tether continues printing money"  
[X Link](https://x.com/4thTroglodyte/status/1737372870387585403)  2023-12-20T07:22Z [---] followers, [---] engagements


"@contramordor @ADoricko So Johnny Mac should leave"  
[X Link](https://x.com/4thTroglodyte/status/1737943134729080947)  2023-12-21T21:08Z [---] followers, [--] engagements


"@LogicalThesis Not many bears can trade a bull market. Not many bulls can trade a bear market"  
[X Link](https://x.com/4thTroglodyte/status/1738057375792484396)  2023-12-22T04:42Z [---] followers, [--] engagements


"How does Tencent have a 5% stake in Paradox. Must we let the CCP own a piece of everything sacred"  
[X Link](https://x.com/4thTroglodyte/status/1738107806547685587)  2023-12-22T08:02Z [---] followers, [---] engagements


"$RILY Put/call ratio of [----] for 1/19. 172% Implied volatility. And🎄👸flows. Don't be stupid"  
[X Link](https://x.com/4thTroglodyte/status/1738293395456741569)  2023-12-22T20:20Z [---] followers, [---] engagements


"Anything Trump does wrong is now a DeSantis smear. Noted and you're canceled"  
[X Link](https://x.com/4thTroglodyte/status/1738696963493949465)  2023-12-23T23:03Z [---] followers, [--] engagements


"@PeorgeyGeorgey Who's Trump going to surround himself with Caitlyn Jenner and Nimarata Haley Not off to a good start"  
[X Link](https://x.com/4thTroglodyte/status/1738705961844621423)  2023-12-23T23:39Z [---] followers, [--] engagements


"@MikeBenzCyber Starring Nic Cage and Tom Cruise"  
[X Link](https://x.com/anyuser/status/1739512420312445060)  2023-12-26T05:04Z [--] followers, [--] engagements


"@ArmchairW Nah they just triple stacked their land mines and US generals were not prepared. It's really that simple"  
[X Link](https://x.com/4thTroglodyte/status/1740222983858475119)  2023-12-28T04:07Z [---] followers, [---] engagements


"@crusadepepe I think this should settle the question of whether social media has been a net good. It's especially bad for women and also harmful for single men"  
[X Link](https://x.com/anyuser/status/1740225982483828830)  2023-12-28T04:19Z [--] followers, [--] engagements

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