#  @ArrakisGlobal Arrakis Global Arrakis Global's recent discussions seem to be centered around Business Development Companies (BDCs), particularly $ARCC, $BXSL, and $MFIC, which are involved in private credit. Despite concerns about a potential credit meltdown, some investors are viewing this as an opportunity to buy yield, citing increased NAVs (Net Asset Values) as a positive sign. Meanwhile, Arrakis has structural exposure to German fiscal plans through $RWE.DE. ### Engagements: [-----] [#](/creator/twitter::1772204205475770368/interactions)  - [--] Week [------] -11% - [--] Month [-------] -72% - [--] Months [---------] +138% - [--] Year [---------] +279% ### Mentions: [--] [#](/creator/twitter::1772204205475770368/posts_active)  - [--] Week [--] -42% - [--] Month [---] -26% - [--] Months [---] +38% - [--] Year [---] +20% ### Followers: [-----] [#](/creator/twitter::1772204205475770368/followers)  - [--] Week [-----] +0.64% - [--] Month [-----] +4% - [--] Months [-----] +75% - [--] Year [-----] +260% ### CreatorRank: [-------] [#](/creator/twitter::1772204205475770368/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 38.89% [finance](/list/finance) 28.7% [cryptocurrencies](/list/cryptocurrencies) 10.19% [countries](/list/countries) 4.63% [technology brands](/list/technology-brands) 3.7% [currencies](/list/currencies) 1.85% [exchanges](/list/exchanges) #5902 [travel destinations](/list/travel-destinations) 0.93% [financial services](/list/financial-services) 0.93% **Social topic influence** [$tln](/topic/$tln) #4, [$glen](/topic/$glen) #1, [$ceg](/topic/$ceg) #22, [in the](/topic/in-the) 8.33%, [$fnv](/topic/$fnv) #714, [$mfic](/topic/$mfic) 7.41%, [$vst](/topic/$vst) #19, [$arcc](/topic/$arcc) 6.48%, [$bbdc](/topic/$bbdc) 6.48%, [$valt](/topic/$valt) 6.48% **Top accounts mentioned or mentioned by** [@yellowlablife](/creator/undefined) [@sanskarimata](/creator/undefined) [@traderpamplona](/creator/undefined) [@satsfilip](/creator/undefined) [@enriqueabeyta](/creator/undefined) [@paulomacro](/creator/undefined) [@bonhoefferkds](/creator/undefined) [@pvtcreditguy](/creator/undefined) [@leylakuni](/creator/undefined) [@agnostoxxx](/creator/undefined) [@calvinfroedge](/creator/undefined) [@jackfarley96](/creator/undefined) [@chamath](/creator/undefined) [@twheels88](/creator/undefined) [@wtcm3](/creator/undefined) [@junkbondinvest](/creator/undefined) [@cfsenergy](/creator/undefined) [@helionenergy](/creator/undefined) [@generalfusion](/creator/undefined) [@artmeesh](/creator/undefined) **Top assets mentioned** [TALEN ENERGY CORP (DE) (TLN)](/topic/$tln) [Constellation Energy Corp (CEG)](/topic/$ceg) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Vistra, Corp. (VST)](/topic/$vst) [Ares Capital, Corp. (ARCC)](/topic/$arcc) [Barings BDC, Inc. (BBDC)](/topic/$bbdc) [Blackstone Secured Lending Fund (BXSL)](/topic/$bxsl) [Royal Gold Inc (RGLD)](/topic/$rgld) [NRG Energy Inc (NRG)](/topic/$nrg) [Realio Network (RIO)](/topic/$rio) [The Magnum Ice Cream Company N.V. (MICC)](/topic/$micc) [Suncor Energy, Inc. (SU)](/topic/$su) [Canadian Natural Resources Limited (CNQ)](/topic/$cnq) [Williams Companies Inc (WMB)](/topic/$wmb) [Sasol Limited (SSL)](/topic/$ssl) [Rubic (RBC)](/topic/$rbc) [SPX6900 (SPX)](/topic/$spx) [BHP Group Limited (BHP)](/topic/$bhp) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [American Exceptionalism Acquisition Corp. A (AEXA)](/topic/$aexa) [Alcoa, Corp. (AA)](/topic/$aa) [Microsoft Corp. (MSFT)](/topic/$msft) [Hudbay Minerals Inc. (HBM)](/topic/$hbm) [Oatly Group AB (OTLY)](/topic/$otly) [TAC Protocol (TAC)](/topic/$tac) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Mosaic Co (MOS)](/topic/$mos) [Soho House & Co Inc (SHCO)](/topic/$shco) [Nexa (NEXA)](/topic/$nexa) [Nokia Corporation (NOK)](/topic/$nok) ### Top Social Posts Top posts by engagements in the last [--] hours "$FNV 50% of probability for restart occurring After restart its 6-9 months to reach 80% capacity Think this runs to $250 🎯+ Upon CP announcement +$300" [X Link](https://x.com/ArrakisGlobal/status/2001203503981572313) 2025-12-17T08:11Z [----] followers, [----] engagements "Long $su $cnq if they flush tomorrow Venezuela oil production in [----] will be less than in [----] Venezuela oil production in [----] will be less than in 2025" [X Link](https://x.com/ArrakisGlobal/status/2007881814862708965) 2026-01-04T18:28Z [----] followers, [----] engagements "$OTLY Great product broad and effective distribution interesting new flavours Simply cant turn a profit if they did manage to get growth / profitability balance right could multi bag" [X Link](https://x.com/ArrakisGlobal/status/2003564961000489352) 2025-12-23T20:34Z [----] followers, [----] engagements "$MICC nice move today 🍨 $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp" [X Link](https://x.com/ArrakisGlobal/status/2015816608988467358) 2026-01-26T15:58Z [----] followers, [----] engagements "@TraderPamplona This starts to look like their only choice $glen $glncy" [X Link](https://x.com/ArrakisGlobal/status/2019450212339663294) 2026-02-05T16:37Z [----] followers, [---] engagements "$TAC TransAlta is an under the radar IPP that is a clear takeover target with good assets in nat gas and an ok renewables portfolio Like this as a catch up trade to the larger ones $VST and $CEG $TLN" [X Link](https://x.com/ArrakisGlobal/status/1952832518836654111) 2025-08-05T20:42Z [----] followers, [----] engagements "$CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette" [X Link](https://x.com/ArrakisGlobal/status/1954818416763613632) 2025-08-11T08:13Z [----] followers, [----] engagements "$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x" [X Link](https://x.com/ArrakisGlobal/status/1977743975369859432) 2025-10-13T14:31Z [----] followers, [----] engagements "$ARCC on Q3 call discussing dividend coverage We just feel very confident" [X Link](https://x.com/ArrakisGlobal/status/1984372102464749906) 2025-10-31T21:29Z [----] followers, [---] engagements "$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx" [X Link](https://x.com/ArrakisGlobal/status/1990693115158802626) 2025-11-18T08:06Z [----] followers, [----] engagements "$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly" [X Link](https://x.com/ArrakisGlobal/status/1991543962084241616) 2025-11-20T16:27Z [----] followers, [----] engagements "$SSL $EZA Also have to love South Africans calling UK uninvestable I agree and am inclined to long SA via ETF and select equities (already own $VALT) https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF" [X Link](https://x.com/ArrakisGlobal/status/1992536399040721122) 2025-11-23T10:11Z [----] followers, [----] engagements "Stopped out of energy / nat gas longs. live to fight another day $SU $CNQ $CTRA" [X Link](https://x.com/ArrakisGlobal/status/2000974711967154484) 2025-12-16T17:02Z [----] followers, [----] engagements "$RBC summary commod views" [X Link](https://x.com/ArrakisGlobal/status/2004486866418950625) 2025-12-26T09:38Z [----] followers, [----] engagements "$GLEN Glencore is a copper stock with an iron ore multiple easy money riding this to 480p" [X Link](https://x.com/ArrakisGlobal/status/2005219390124663261) 2025-12-28T10:08Z [----] followers, 44.7K engagements "$ARCC $BBDC $MFIC $BXSL $TSLX Non-accrual rates at cost over time for BDCs" [X Link](https://x.com/ArrakisGlobal/status/2005626679855894920) 2025-12-29T13:07Z [----] followers, [----] engagements "Reminds me of Asterix & Obelix comic when the pirates decide to sink their own ships rather than allow the Gauls to sink it for them 😂 https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN" [X Link](https://x.com/ArrakisGlobal/status/2006281531757846725) 2025-12-31T08:29Z [----] followers, [----] engagements "$MOS everyone will eventually join the dance 🕺🏻 Wondering when to pull the trigger on ags 🌾" [X Link](https://x.com/ArrakisGlobal/status/2008834458506743908) 2026-01-07T09:33Z [----] followers, 12.1K engagements "$SHCO Deal seems to be falling apart. Shouldn't the shares be down more if this effectively cannot be financed Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed an equity commitment letter to fund a $200 million equity check for the deal from its MCR https://t.co/0W1OVAxmA4 Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed" [X Link](https://x.com/ArrakisGlobal/status/2009303852130996569) 2026-01-08T16:39Z [----] followers, [----] engagements "$CEG $TLN $VST IPP sector continues to be one of the most obvious shorts. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is whispering to people as these bleed daily. The power trade is going to get absolutely slammed into midterms. Fundamentals don't matter at this point narrative shorts are powerful. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is" [X Link](https://x.com/ArrakisGlobal/status/2013161771834503206) 2026-01-19T08:09Z [----] followers, 11.8K engagements "$VALT $ANGPY Everytime i sell Valterra I feel serious FOMO PGM Outlook / Supply & Demand dymanics below" [X Link](https://x.com/ArrakisGlobal/status/2013907351955288419) 2026-01-21T09:31Z [----] followers, [---] engagements "$NEXA Prop to @calvinfroedge for highlighting this one. Love the sleeper exposure to silver when royalty rolls off this year. Also dont hate zinc and the smelting business turning around" [X Link](https://x.com/ArrakisGlobal/status/2014691008416510167) 2026-01-23T13:25Z [----] followers, [----] engagements "$TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28%" [X Link](https://x.com/ArrakisGlobal/status/2015061664123486409) 2026-01-24T13:58Z [----] followers, [----] engagements "At some point they will become a buy again. Power generation ex-any data center deals $TLN $CEG $VST $NRG $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28% https://t.co/LK1XsMSUwl $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done" [X Link](https://x.com/ArrakisGlobal/status/2016102630234185951) 2026-01-27T10:54Z [----] followers, [----] engagements "$CAN.L nice move today +13% $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N" [X Link](https://x.com/ArrakisGlobal/status/2016820670005399865) 2026-01-29T10:28Z [----] followers, [----] engagements "Intelligent and strategic management of cash balances is going to be something really important. As a EUR 💶 denominated investor I especially like holding $AUD and $NOK" [X Link](https://x.com/ArrakisGlobal/status/2017153745444864154) 2026-01-30T08:31Z [----] followers, [---] engagements "@TraderPamplona Right now is a time to step back disengage $COPX lunar holiday dries up liquidity tape doesnt feel stable yet. Think stuff gets buyable on the next flush" [X Link](https://x.com/ArrakisGlobal/status/2018634246043103320) 2026-02-03T10:34Z [----] followers, [----] engagements "@satsfilip No. I have covered $ceg short. But still think $TLN has a lot of downside" [X Link](https://x.com/ArrakisGlobal/status/2019132410324217884) 2026-02-04T19:34Z [----] followers, [---] engagements "@YellowLabLife Or the Japanese TradeCos take out Whitehaven & HCC Comment from one of the TradeCos to me was they are worried Glencore now all but controls coal market and pricing and they need to diversify outside of Asia" [X Link](https://x.com/ArrakisGlobal/status/2021103602203324596) 2026-02-10T06:07Z [----] followers, [---] engagements "$EWJ sogo shosha earnings by segment Personally like Mitsui a lot" [X Link](https://x.com/ArrakisGlobal/status/2017996476299804810) 2026-02-01T16:20Z [----] followers, [----] engagements "Cant wait to see Drucks 13F loaded up on commods 👇🏾 $FNV $RGLD $GDX https://t.co/ZzIUAbOkBC $FNV $RGLD $GDX https://t.co/ZzIUAbOkBC" [X Link](https://x.com/ArrakisGlobal/status/2018032931093033337) 2026-02-01T18:45Z [----] followers, [----] engagements "IPPs from ATHs $TLN -24% $CEG -30% $NRG -14% $VST -27% $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw" [X Link](https://x.com/ArrakisGlobal/status/2018671933852647554) 2026-02-03T13:04Z [----] followers, [----] engagements "$GLEN $RIO deal cancelled Great to be able to buyback full Glencore position but waiting for lower entry. And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY" [X Link](https://x.com/ArrakisGlobal/status/2019443614355476760) 2026-02-05T16:10Z [----] followers, [----] engagements "RT @YellowLabLife: The koala just walked out of a meeting Wow.just wow [--] years later GlenTinto ends the same way Looking forward to t" [X Link](https://x.com/ArrakisGlobal/status/2019451887183880196) 2026-02-05T16:43Z [----] followers, [--] engagements "$SPX amazing with so many names destroyed that spoozini isnt down more. Dangerous ⚠" [X Link](https://x.com/ArrakisGlobal/status/2019516118659141696) 2026-02-05T20:58Z [----] followers, [----] engagements "$WMB $TRP $PPL $EPD" [X Link](https://x.com/ArrakisGlobal/status/1991600147101565408) 2025-11-20T20:10Z [----] followers, [----] engagements "$MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here" [X Link](https://x.com/ArrakisGlobal/status/2007142560708599850) 2026-01-02T17:30Z [----] followers, [----] engagements "$MICC $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp" [X Link](https://x.com/ArrakisGlobal/status/2007213200497135851) 2026-01-02T22:11Z [----] followers, [----] engagements "$BMM bought So nice owning this on Nasdaq 😮💨" [X Link](https://x.com/ArrakisGlobal/status/2017330523438243908) 2026-01-30T20:14Z [----] followers, [---] engagements "$RGLD $FNV $ELE $GDX Really interesting number from GS co-head of FICC. Interested to see the same for copper / gold / platinum / silver / uranium etc 5% of gold free float available @PauloMacro" [X Link](https://x.com/ArrakisGlobal/status/2017649353846890587) 2026-01-31T17:21Z [----] followers, [----] engagements "$FNV $RGLD $GDX" [X Link](https://x.com/ArrakisGlobal/status/2017903740242534742) 2026-02-01T10:11Z [----] followers, [----] engagements "$BMM European copper US tungsten Producing [----] Nasdaq listed 🙏🏼 thanks to @YellowLabLife for flagging" [X Link](https://x.com/ArrakisGlobal/status/2017994524153287023) 2026-02-01T16:12Z [----] followers, [----] engagements "The maths 🧮 isnt adding up for the power / data center and utilities narrative $TLN $CEG $NRG $VST Remain short 🩳 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4" [X Link](https://x.com/ArrakisGlobal/status/2018276834413052258) 2026-02-02T10:54Z [----] followers, [----] engagements "$BHP $RIO $OXY vs sogo shosha The Japanese trading cos have crushed the miners / energy cos conclusively for last few years. Interesting how seldom mintwit talks about these" [X Link](https://x.com/ArrakisGlobal/status/2018623430053237170) 2026-02-03T09:51Z [----] followers, [----] engagements "$SVAC $GFUZ only pure play fusion co. Will be a big theme in [----] https://www.bloomberg.com/news/articles/2026-02-03/washington-fusion-startup-avalanche-energy-raises-29-million https://www.bloomberg.com/news/articles/2026-02-03/washington-fusion-startup-avalanche-energy-raises-29-million" [X Link](https://x.com/ArrakisGlobal/status/2018629469536432220) 2026-02-03T10:15Z [----] followers, [----] engagements "$GDX $SLV @TraderPamplona has talked about this at length From February [--] through 23rd will see closure of the Shanghai exchange. As these charts demonstrate a lot of action is happening overnight in When that stops I expect significant weakness and lower vol" [X Link](https://x.com/ArrakisGlobal/status/2018652606676218067) 2026-02-03T11:47Z [----] followers, [----] engagements "@JackFarley96 And yet $OCSL has been a disaster" [X Link](https://x.com/ArrakisGlobal/status/2019405960851460213) 2026-02-05T13:41Z [----] followers, [---] engagements "Im sensing a potential black swan / massive selloff here from these Anthropic models; want to be in cash for this At the other side EM equities /EM currencies as well as commods / hard assets are a buy Caution of the highest order. Market is whispering it can scream soon" [X Link](https://x.com/ArrakisGlobal/status/2022273302207648085) 2026-02-13T11:35Z [----] followers, 18.6K engagements "Hard assets can re rate a lot because AI cannot print more copper / coal / aluminium etc EM economies dont depend as much on blue collar jobs and are linked to commods Identifying AI winners is tricky dangerous game" [X Link](https://x.com/ArrakisGlobal/status/2022280245068398985) 2026-02-13T12:02Z [----] followers, [----] engagements "$TKA.DE Thyssenkrupp steel workers agree on site closures less working hours in revamp https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard" [X Link](https://x.com/ArrakisGlobal/status/1943988844518384024) 2025-07-12T11:00Z [----] followers, [----] engagements "Think copper stocks have to take a BIG leg higher; massively boosted $GLEN $ANTO $ATYM $AAL $ECOR.L" [X Link](https://x.com/ArrakisGlobal/status/1948283236649464174) 2025-07-24T07:24Z [----] followers, [----] engagements "So the golden child David Rosen who has been in winning bets such as $TLN and is big in $CAN.L Is long $COOP which is being bought by $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US" [X Link](https://x.com/ArrakisGlobal/status/1952444669847077260) 2025-08-04T19:00Z [----] followers, [----] engagements "$CEPO $CEPT $CAEP interesting to see all at NAV - scarcity of legitimate targets (genuine cos are skeptical of going through 6month long de-spac process and uncertainty around final $ raised) - sponsor teams seem to prefer doing treasury deals - SPAC [---] a show me story" [X Link](https://x.com/ArrakisGlobal/status/1955011033308815760) 2025-08-11T20:58Z [----] followers, [----] engagements "$CVC.NL $CVC.AS Punched out of these back in August. Mgmt is executing well shares just trade terribly. Have been buying US Alts $ARES $APO that I think can actually get bid. May revisit CVC later. $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations. https://t.co/MDvKnlCWH7 $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations." [X Link](https://x.com/ArrakisGlobal/status/1967623791707934890) 2025-09-15T16:17Z [----] followers, [----] engagements "$AEXA Surprised this isn't trading much higher. Filled on over 100k of the common around [-----] range" [X Link](https://x.com/ArrakisGlobal/status/1972727692379533703) 2025-09-29T18:18Z [----] followers, [---] engagements "$AEXA $BX Interesting to look at the scope of Blackstones AI / Data center portfolio. I am long one SPAC only which is @chamath new vehicle he is one of the only sponsors that can and will bring a proper institutional grade Co properly funded to the pubs. I spent time with Blackstones Global Head of Real Estate Nadeem Meghji today. I came away really excited about the scale of data center energy and infrastructure development that the world will need and how we can work together to do it. I was also really impressed with https://t.co/fpOBot5kXz I spent time with Blackstones Global Head of" [X Link](https://x.com/ArrakisGlobal/status/1972954908870762593) 2025-09-30T09:21Z [----] followers, [----] engagements "Happy $RWE.DE $RWE [--] Going to 50+ $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB" [X Link](https://x.com/ArrakisGlobal/status/1976192359248335034) 2025-10-09T07:45Z [----] followers, [----] engagements "@TWheels88 @Bonhoeffer_KDS @pvtcreditguy @LeylaKuni All BDCs getting nicely bid. Love to see the doomers get slammed. $OCSL $BXSL $ARCC $MFIC $BBDC" [X Link](https://x.com/ArrakisGlobal/status/1980723444791509352) 2025-10-21T19:50Z [----] followers, [---] engagements "@PauloMacro Ive done pretty well buying the 🪳 cockroaches in the last two weeks $ARCC $BXSL $MFIC" [X Link](https://x.com/ArrakisGlobal/status/1981082263778480559) 2025-10-22T19:36Z [----] followers, [---] engagements "$RWE.DE + 54% ytd. Nice to do that in a German utility $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq" [X Link](https://x.com/ArrakisGlobal/status/1988546903580045358) 2025-11-12T09:58Z [----] followers, [----] engagements "$RGLD - simple catchup trade to Wheaton and Franco like the re-rate into $260+ Should probably size this up as a lower beta name" [X Link](https://x.com/ArrakisGlobal/status/1990018086922318226) 2025-11-16T11:24Z [----] followers, [----] engagements "$GLEN $BHP $RIO $VALE Miners comp sheet" [X Link](https://x.com/ArrakisGlobal/status/1991840257692827735) 2025-11-21T12:04Z [----] followers, [----] engagements "$FCX $ANTO $NEM $B $AEM" [X Link](https://x.com/ArrakisGlobal/status/1991840586257822114) 2025-11-21T12:06Z [----] followers, [---] engagements "$GDS have a small position clear thematic beneficiaries from the H200 reprieve https://www.bloomberg.com/news/articles/2025-12-09/trump-s-reprieve-for-nvidia-s-h200-spurred-by-huawei-s-ai-gains https://www.bloomberg.com/news/articles/2025-12-09/trump-s-reprieve-for-nvidia-s-h200-spurred-by-huawei-s-ai-gains" [X Link](https://x.com/ArrakisGlobal/status/1998527075007996325) 2025-12-09T22:56Z [----] followers, [---] engagements "$GDS get long https://www.reuters.com/business/autos-transportation/bytedance-alibaba-keen-order-nvidia-h200-chips-after-trump-green-light-sources-2025-12-10/ https://www.reuters.com/business/autos-transportation/bytedance-alibaba-keen-order-nvidia-h200-chips-after-trump-green-light-sources-2025-12-10/" [X Link](https://x.com/ArrakisGlobal/status/1999204223255249347) 2025-12-11T19:46Z [----] followers, [---] engagements "PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 1/ Supply constraints are deepening for what seems to be a third year 2/ Supply is forecast to be lowest in [--] years for platinum and palladium" [X Link](https://x.com/ArrakisGlobal/status/2003172771887829495) 2025-12-22T18:36Z [----] followers, [----] engagements "PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 3/ depletion of above ground stocks continues 4/ China jewellery demand is strengthening as gap between gold and platinum widens 5/ imports continue to increase" [X Link](https://x.com/ArrakisGlobal/status/2003172774450442314) 2025-12-22T18:36Z [----] followers, [----] engagements "PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 6/ EU ICE regulatory reprieve further extends demand for PGMs 7/ ETFs and flow driven buying is picking up global allocations woken up by need to hedge against dollar weakness" [X Link](https://x.com/ArrakisGlobal/status/2003172777650716756) 2025-12-22T18:36Z [----] followers, [----] engagements "$RBC updated commod forecasts " [X Link](https://x.com/ArrakisGlobal/status/2004487376496914800) 2025-12-26T09:40Z [----] followers, [---] engagements "btw am long $VALT and $PALL so am making fun of myself" [X Link](https://x.com/ArrakisGlobal/status/2006286811220643874) 2025-12-31T08:50Z [----] followers, [---] engagements "$OKLO $META $SRUUF 🫨 https://www.businesswire.com/news/home/20260109127781/en/Oklo-Meta-Announce-Agreement-in-Support-of-1.2-GW-Nuclear-Energy-Development-in-Southern-Ohio https://www.businesswire.com/news/home/20260109127781/en/Oklo-Meta-Announce-Agreement-in-Support-of-1.2-GW-Nuclear-Energy-Development-in-Southern-Ohio" [X Link](https://x.com/ArrakisGlobal/status/2009632474574262472) 2026-01-09T14:24Z [----] followers, [---] engagements "Significantly reduced exposure last week. A lot of PnL posting punched out of $VALT $ANGPY $ERO trimmed $FNV $RGLD $AA make sure to actually buy a few real things during this cycle ( 🏠 🖼 etc) have something to show for it instead of a few screenshots ✌🏼" [X Link](https://x.com/ArrakisGlobal/status/2013157874675892321) 2026-01-19T07:53Z [----] followers, [----] engagements "@WTCM3 Missing $RWE.DE from this list. They will have to walk guidance back up to prior estimates possibility of a dividend hike and some PPAs in the works for data-centers should also help. Trading at half EU peers" [X Link](https://x.com/ArrakisGlobal/status/1843698316326158503) 2024-10-08T17:01Z [----] followers, [---] engagements "$RWE.DE $CEG $TLN $AMZN $MSFT The de-commoditisation of power is a major theme in the US that will soon come to Europe with a big re rating possible when PPAs roll in for Renewable companies" [X Link](https://x.com/ArrakisGlobal/status/1845459134767845654) 2024-10-13T13:38Z [----] followers, [---] engagements "@satsfilip Reluctantly $RWE.DE" [X Link](https://x.com/ArrakisGlobal/status/1854974095793766819) 2024-11-08T19:47Z [----] followers, [---] engagements "$RWE.DE Re-initiated in size following some reading about the new German coalition had been a frustrated long in the name last year and looking better now at a rebound in European equities Elliot Management in the name and Germany getting its act together on energy police" [X Link](https://x.com/ArrakisGlobal/status/1895055966665646493) 2025-02-27T10:18Z [----] followers, [---] engagements "$BBDC $MFIC 👇🏾 Totally agree that hung perma below NAV vehicles from larger shops have no raison detre in current configuration Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc. Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc" [X Link](https://x.com/ArrakisGlobal/status/1952808466650960137) 2025-08-05T19:06Z [----] followers, [----] engagements "$BBDC $MFIC Interesting to listen to this. Staggering to contemplate the difference between mid/small cap economy vs. Large cap economy https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647 https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647" [X Link](https://x.com/ArrakisGlobal/status/1953527272830365928) 2025-08-07T18:42Z [----] followers, [---] engagements "$BXSL $ARCC $BBDC $MFIC Falling SOFR rising non-accruals many BDCs not covering dividends rising PIK. Think the space will be interesting to re-visit but dividend cuts and lower returns with falling rates mean capital flight means that any buyer is swimming against the tide" [X Link](https://x.com/ArrakisGlobal/status/1968225475484061769) 2025-09-17T08:08Z [----] followers, [----] engagements "$BXSL $ARCC $BBDC $MFIC The only clear buy at or below NAV would be $ARCC that has enough of an equity kicker prefs and has navigated multiple rate regimes successfully; https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f" [X Link](https://x.com/ArrakisGlobal/status/1968226388705792151) 2025-09-17T08:11Z [----] followers, [---] engagements "Meanwhile the SARB in are re-anchoring inflation Long $EZA / short $SPX" [X Link](https://x.com/ArrakisGlobal/status/2003574303728763354) 2025-12-23T21:11Z [----] followers, [---] engagements "Robotics as a theme; interesting discussion around a thematic that I have no doubt will start to pickup traction. Especially interested in names that are in the midst of an automotive recession that would be key beneficiaries such as $SHA0.DE $SCAFF https://www.youtube.com/watchv=nSPH3oqD2ug https://www.youtube.com/watchv=nSPH3oqD2ug" [X Link](https://x.com/ArrakisGlobal/status/1923643999216074809) 2025-05-17T07:37Z [----] followers, [----] engagements "In the same theme also like $IFX.DE" [X Link](https://x.com/ArrakisGlobal/status/1923644539270504560) 2025-05-17T07:39Z [----] followers, [---] engagements "@junkbondinvest Also $OCSL a total disaster" [X Link](https://x.com/ArrakisGlobal/status/1973464742883905965) 2025-10-01T19:07Z [----] followers, [---] engagements "@Bonhoeffer_KDS @pvtcreditguy @LeylaKuni $ocsl has been total disaster 🤦🏻♂ Poster child for how BDCs go wrong. Lost a decent amount in it" [X Link](https://x.com/ArrakisGlobal/status/1977687607678210254) 2025-10-13T10:47Z [----] followers, [---] engagements "$CAMB.BE European antimony. 5-6x EBITDA Disc. Long Think this moons when people get familiar with the name. Its the worlds second largest producer. Based in Belgium (NATO HQ) $UAMY is much smaller and less profitable in comparison" [X Link](https://x.com/ArrakisGlobal/status/1977743386896396702) 2025-10-13T14:29Z [----] followers, 104.9K engagements "$SSL As the Ex-US trade and long EM / commodities picks up I think SA is a good place to hunt for longs. The South African central banks new inflation target released last week as been under reported on and serves as a big macro catalyst for local equities" [X Link](https://x.com/ArrakisGlobal/status/1992535310702710884) 2025-11-23T10:06Z [----] followers, [----] engagements "2026 predictions🔮 v) nuclear fusion emerges as a major new bubble to replace the SMR craze A flood of issuance for new IPOs SPACs in the space (has started with $DJT x TAE Tech) @CFS_energy @Helion_Energy @GeneralFusion get public trade: long the SPACs / private shares" [X Link](https://x.com/ArrakisGlobal/status/2006294865944993842) 2025-12-31T09:22Z [----] followers, [----] engagements "2026 predictions🔮 vi) SPX in foreign currencies (EUR / GBP etc) continues to produce disappointing 5% returns Trade: long ex-US US exceptionalism peaked in Feb [----] with a focus on EMs $EZA $EWZ" [X Link](https://x.com/ArrakisGlobal/status/2006294868285628782) 2025-12-31T09:22Z [----] followers, [----] engagements "$EZA https://www.bloomberg.com/news/articles/2026-01-07/south-africa-s-equity-market-value-rises-to-highest-since-2019 https://www.bloomberg.com/news/articles/2026-01-07/south-africa-s-equity-market-value-rises-to-highest-since-2019" [X Link](https://x.com/ArrakisGlobal/status/2008984636295401895) 2026-01-07T19:30Z [----] followers, [---] engagements "$YCA.L $SRUUF Europe struggles to end reliance on Russian uranium https://t.co/GboItdEpxl Europe struggles to end reliance on Russian uranium https://t.co/GboItdEpxl" [X Link](https://x.com/ArrakisGlobal/status/2013941056329429313) 2026-01-21T11:45Z [----] followers, [----] engagements "$RKT (re)started a chicken position at 1% NAV down 14%" [X Link](https://x.com/anyuser/status/2017251255446278526) 2026-01-30T14:59Z [----] followers, [----] engagements "I insist on looking at the numbers correctly yes. $PAH3.DE $PA911.DE Look at this thing on LFCF and tell me its cheap. How people arbitrarily decide to ignore capital structure baffles me. Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.) Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.)" [X Link](https://x.com/ArrakisGlobal/status/1786330155540988339) 2024-05-03T09:41Z [----] followers, [---] engagements "Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth + main street to do well. Has called out loose financial conditions with AI financing and SPACs as indicators. Warsh over Hassett has interesting implications https://t.co/soWiywiijm I highly recommend watching to understand how Warsh thinks https://t.co/soWiywiijm I highly recommend watching to understand how Warsh thinks" [X Link](https://x.com/ArrakisGlobal/status/1999847430163230974) 2025-12-13T14:22Z [----] followers, [----] engagements "$HMY interesting to start thinking about when gold & copper miners start to see multiple expansion vs. their pure play equivalents As a generalist I increasingly like leaning into Gold stories with underpriced copper growth same reason i liked $B and $FNV and $MUX" [X Link](https://x.com/ArrakisGlobal/status/2000853850446540849) 2025-12-16T09:01Z [----] followers, [----] engagements "$EZA There were so many metrics that made it obvious South Africa was getting better for those who cared to look Clinging to ideological narratives could get you stuck in subpar S&P500 performance in a year that South Africa is up 60% https://t.co/WfchJzWhji There were so many metrics that made it obvious South Africa was getting better for those who cared to look Clinging to ideological narratives could get you stuck in subpar S&P500 performance in a year that South Africa is up 60% https://t.co/WfchJzWhji" [X Link](https://x.com/ArrakisGlobal/status/2002706181564092693) 2025-12-21T11:42Z [----] followers, [----] engagements "get long commodities $FNV $GLEN $HBM" [X Link](https://x.com/ArrakisGlobal/status/2003574295944212732) 2025-12-23T21:11Z [----] followers, [----] engagements "$NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year" [X Link](https://x.com/ArrakisGlobal/status/2006089640495964490) 2025-12-30T19:46Z [----] followers, 21.8K engagements "And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY $GLEN Good morning Blows past 450p https://t.co/aQGEEJT0N0 $GLEN Good morning Blows past 450p https://t.co/aQGEEJT0N0" [X Link](https://x.com/ArrakisGlobal/status/2009641796226482680) 2026-01-09T15:01Z [----] followers, [----] engagements "$GLEN $RIO Not advising either side And they are being super tight with their circles on this deal for obvious reasons so the Koala isnt even asking questions If had to speculate a deal will happen Is it: 1) Full merger 2) Full merger with promise of vote on coal spin [--] yr post close Not advising either side And they are being super tight with their circles on this deal for obvious reasons so the Koala isnt even asking questions If had to speculate a deal will happen Is it: 1) Full merger 2) Full merger with promise of vote on coal spin [--] yr post close" [X Link](https://x.com/ArrakisGlobal/status/2015110027107803292) 2026-01-24T17:10Z [----] followers, [----] engagements "Chopping mining longs again $HBM $ELE $RGLD $FNV $PALL $TGB $NEXQ $AA $SLSR Wild crash up price action could see elevator down any day. Best to stay zen detached and bank wins can always re-visit. Some fading of strong price action at open tell me we sell off soon" [X Link](https://x.com/ArrakisGlobal/status/2015878969883599201) 2026-01-26T20:06Z [----] followers, [----] engagements "Kevin inflation is a choice Warsh appointment long term wont matter much. However relative to expectations this is going to enforce fed independence dollar strength and is a game changer for certain short term narratives ie debasement trades. Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth + main street to do well. Has called out loose financial conditions with AI financing and SPACs as indicators. Warsh over Hassett has interesting implications Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth +" [X Link](https://x.com/ArrakisGlobal/status/2017182507376984352) 2026-01-30T10:26Z [----] followers, [----] engagements "Warsh has a track record of caring about inflation has been very hawkish in the past. Still fully expect him to cut rates at his 1st meeting and possibly before midterms. Consequences are precious metals and overall commods correct dollar bounces" [X Link](https://x.com/ArrakisGlobal/status/2017183222640103437) 2026-01-30T10:28Z [----] followers, [---] engagements "Long $GLEN / short $MSFT 🚬 nice today Long $GLEN / Short $MSFT set for another nice day. I love this spread trade. So few people realise its actually working beauty. Long $GLEN / Short $MSFT set for another nice day. I love this spread trade. So few people realise its actually working beauty" [X Link](https://x.com/ArrakisGlobal/status/2016844630151565562) 2026-01-29T12:03Z [----] followers, [----] engagements "$ELE any news" [X Link](https://x.com/ArrakisGlobal/status/2016930994905858097) 2026-01-29T17:46Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@ArrakisGlobal Arrakis Global
Arrakis Global's recent discussions seem to be centered around Business Development Companies (BDCs), particularly $ARCC, $BXSL, and $MFIC, which are involved in private credit. Despite concerns about a potential credit meltdown, some investors are viewing this as an opportunity to buy yield, citing increased NAVs (Net Asset Values) as a positive sign. Meanwhile, Arrakis has structural exposure to German fiscal plans through $RWE.DE.
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Social Influence
Social category influence stocks 38.89% finance 28.7% cryptocurrencies 10.19% countries 4.63% technology brands 3.7% currencies 1.85% exchanges #5902 travel destinations 0.93% financial services 0.93%
Social topic influence $tln #4, $glen #1, $ceg #22, in the 8.33%, $fnv #714, $mfic 7.41%, $vst #19, $arcc 6.48%, $bbdc 6.48%, $valt 6.48%
Top accounts mentioned or mentioned by @yellowlablife @sanskarimata @traderpamplona @satsfilip @enriqueabeyta @paulomacro @bonhoefferkds @pvtcreditguy @leylakuni @agnostoxxx @calvinfroedge @jackfarley96 @chamath @twheels88 @wtcm3 @junkbondinvest @cfsenergy @helionenergy @generalfusion @artmeesh
Top assets mentioned TALEN ENERGY CORP (DE) (TLN) Constellation Energy Corp (CEG) Franco-Nevada Corporation (FNV) Vistra, Corp. (VST) Ares Capital, Corp. (ARCC) Barings BDC, Inc. (BBDC) Blackstone Secured Lending Fund (BXSL) Royal Gold Inc (RGLD) NRG Energy Inc (NRG) Realio Network (RIO) The Magnum Ice Cream Company N.V. (MICC) Suncor Energy, Inc. (SU) Canadian Natural Resources Limited (CNQ) Williams Companies Inc (WMB) Sasol Limited (SSL) Rubic (RBC) SPX6900 (SPX) BHP Group Limited (BHP) Rocket Companies, Inc. (RKT) American Exceptionalism Acquisition Corp. A (AEXA) Alcoa, Corp. (AA) Microsoft Corp. (MSFT) Hudbay Minerals Inc. (HBM) Oatly Group AB (OTLY) TAC Protocol (TAC) Coterra Energy Inc (CTRA) Mosaic Co (MOS) Soho House & Co Inc (SHCO) Nexa (NEXA) Nokia Corporation (NOK)
Top Social Posts
Top posts by engagements in the last [--] hours
"$FNV 50% of probability for restart occurring After restart its 6-9 months to reach 80% capacity Think this runs to $250 🎯+ Upon CP announcement +$300"
X Link 2025-12-17T08:11Z [----] followers, [----] engagements
"Long $su $cnq if they flush tomorrow Venezuela oil production in [----] will be less than in [----] Venezuela oil production in [----] will be less than in 2025"
X Link 2026-01-04T18:28Z [----] followers, [----] engagements
"$OTLY Great product broad and effective distribution interesting new flavours Simply cant turn a profit if they did manage to get growth / profitability balance right could multi bag"
X Link 2025-12-23T20:34Z [----] followers, [----] engagements
"$MICC nice move today 🍨 $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp"
X Link 2026-01-26T15:58Z [----] followers, [----] engagements
"@TraderPamplona This starts to look like their only choice $glen $glncy"
X Link 2026-02-05T16:37Z [----] followers, [---] engagements
"$TAC TransAlta is an under the radar IPP that is a clear takeover target with good assets in nat gas and an ok renewables portfolio Like this as a catch up trade to the larger ones $VST and $CEG $TLN"
X Link 2025-08-05T20:42Z [----] followers, [----] engagements
"$CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette https://www.businesswire.com/news/home/20250810857961/en/Selwood-Asset-Management-Statement-on-Progress-at-Canal-and-Hachette"
X Link 2025-08-11T08:13Z [----] followers, [----] engagements
"$UAMY $CAMB.BE in any huge purchase of Antimony from the US EU and NATO Campine will be a front runner. Revenue recently 2x and Ebitda 3x"
X Link 2025-10-13T14:31Z [----] followers, [----] engagements
"$ARCC on Q3 call discussing dividend coverage We just feel very confident"
X Link 2025-10-31T21:29Z [----] followers, [---] engagements
"$MFIC $BBDC $ARCC $BXSL Let them all eat mark to market @agnostoxxx"
X Link 2025-11-18T08:06Z [----] followers, [----] engagements
"$WMB Pipelines have a competitive advantage in being able to bring power to the grid quickly"
X Link 2025-11-20T16:27Z [----] followers, [----] engagements
"$SSL $EZA Also have to love South Africans calling UK uninvestable I agree and am inclined to long SA via ETF and select equities (already own $VALT) https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF https://youtu.be/9wlf3ICjDtksi=9rC1oY-0TKgZmixF"
X Link 2025-11-23T10:11Z [----] followers, [----] engagements
"Stopped out of energy / nat gas longs. live to fight another day $SU $CNQ $CTRA"
X Link 2025-12-16T17:02Z [----] followers, [----] engagements
"$RBC summary commod views"
X Link 2025-12-26T09:38Z [----] followers, [----] engagements
"$GLEN Glencore is a copper stock with an iron ore multiple easy money riding this to 480p"
X Link 2025-12-28T10:08Z [----] followers, 44.7K engagements
"$ARCC $BBDC $MFIC $BXSL $TSLX Non-accrual rates at cost over time for BDCs"
X Link 2025-12-29T13:07Z [----] followers, [----] engagements
"Reminds me of Asterix & Obelix comic when the pirates decide to sink their own ships rather than allow the Gauls to sink it for them 😂 https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN https://youtu.be/C5B4kKwriWAsi=9b9575ivvLAVgjBN"
X Link 2025-12-31T08:29Z [----] followers, [----] engagements
"$MOS everyone will eventually join the dance 🕺🏻 Wondering when to pull the trigger on ags 🌾"
X Link 2026-01-07T09:33Z [----] followers, 12.1K engagements
"$SHCO Deal seems to be falling apart. Shouldn't the shares be down more if this effectively cannot be financed Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed an equity commitment letter to fund a $200 million equity check for the deal from its MCR https://t.co/0W1OVAxmA4 Here's something you don't see everyday. MCR along with Ron Burkle and Yucaipa had previously signed a definitive agreement to acquire Soho House for $2.7 billion. At the time MCR signed"
X Link 2026-01-08T16:39Z [----] followers, [----] engagements
"$CEG $TLN $VST IPP sector continues to be one of the most obvious shorts. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is whispering to people as these bleed daily. The power trade is going to get absolutely slammed into midterms. Fundamentals don't matter at this point narrative shorts are powerful. https://www.bloomberg.com/news/articles/2026-01-15/trump-to-direct-key-us-grid-operator-to-hold-emergency-auction Continuing to lean on the short for $CEG $TLN $VST Mkt is"
X Link 2026-01-19T08:09Z [----] followers, 11.8K engagements
"$VALT $ANGPY Everytime i sell Valterra I feel serious FOMO PGM Outlook / Supply & Demand dymanics below"
X Link 2026-01-21T09:31Z [----] followers, [---] engagements
"$NEXA Prop to @calvinfroedge for highlighting this one. Love the sleeper exposure to silver when royalty rolls off this year. Also dont hate zinc and the smelting business turning around"
X Link 2026-01-23T13:25Z [----] followers, [----] engagements
"$TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28%"
X Link 2026-01-24T13:58Z [----] followers, [----] engagements
"At some point they will become a buy again. Power generation ex-any data center deals $TLN $CEG $VST $NRG $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done and it trades poorly. Its down around -17% from highs. $CEG even worse -28% https://t.co/LK1XsMSUwl $TLN $CEG $VST Interesting to hear @enriqueabeyta view on these developments Following him got me into Talen when it was still traded OTC on the pink sheets. I continue to think this trade is done"
X Link 2026-01-27T10:54Z [----] followers, [----] engagements
"$CAN.L nice move today +13% $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N $CAN.L (am long) $ALHG.FR Mgmt needs to continue executing and expanding its IR coms with the street. Maybe a US roadshow for Canal team to explain the scale and scope of the growth opp in Africa. https://t.co/BcVd4Cwm5N"
X Link 2026-01-29T10:28Z [----] followers, [----] engagements
"Intelligent and strategic management of cash balances is going to be something really important. As a EUR 💶 denominated investor I especially like holding $AUD and $NOK"
X Link 2026-01-30T08:31Z [----] followers, [---] engagements
"@TraderPamplona Right now is a time to step back disengage $COPX lunar holiday dries up liquidity tape doesnt feel stable yet. Think stuff gets buyable on the next flush"
X Link 2026-02-03T10:34Z [----] followers, [----] engagements
"@satsfilip No. I have covered $ceg short. But still think $TLN has a lot of downside"
X Link 2026-02-04T19:34Z [----] followers, [---] engagements
"@YellowLabLife Or the Japanese TradeCos take out Whitehaven & HCC Comment from one of the TradeCos to me was they are worried Glencore now all but controls coal market and pricing and they need to diversify outside of Asia"
X Link 2026-02-10T06:07Z [----] followers, [---] engagements
"$EWJ sogo shosha earnings by segment Personally like Mitsui a lot"
X Link 2026-02-01T16:20Z [----] followers, [----] engagements
"Cant wait to see Drucks 13F loaded up on commods 👇🏾 $FNV $RGLD $GDX https://t.co/ZzIUAbOkBC $FNV $RGLD $GDX https://t.co/ZzIUAbOkBC"
X Link 2026-02-01T18:45Z [----] followers, [----] engagements
"IPPs from ATHs $TLN -24% $CEG -30% $NRG -14% $VST -27% $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw $NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year https://t.co/f1kjrmuZLw"
X Link 2026-02-03T13:04Z [----] followers, [----] engagements
"$GLEN $RIO deal cancelled Great to be able to buyback full Glencore position but waiting for lower entry. And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY"
X Link 2026-02-05T16:10Z [----] followers, [----] engagements
"RT @YellowLabLife: The koala just walked out of a meeting Wow.just wow [--] years later GlenTinto ends the same way Looking forward to t"
X Link 2026-02-05T16:43Z [----] followers, [--] engagements
"$SPX amazing with so many names destroyed that spoozini isnt down more. Dangerous ⚠"
X Link 2026-02-05T20:58Z [----] followers, [----] engagements
"$WMB $TRP $PPL $EPD"
X Link 2025-11-20T20:10Z [----] followers, [----] engagements
"$MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here"
X Link 2026-01-02T17:30Z [----] followers, [----] engagements
"$MICC $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp $MICC bought a starter in this. The number of employees at Magnum 🍨is totally bonkers 19k Mgmt can massively boost margins by rationalising cost base post Unilever spinoff. Think activists come knocking QUICKLY here. https://t.co/qNnaxxIPHp"
X Link 2026-01-02T22:11Z [----] followers, [----] engagements
"$BMM bought So nice owning this on Nasdaq 😮💨"
X Link 2026-01-30T20:14Z [----] followers, [---] engagements
"$RGLD $FNV $ELE $GDX Really interesting number from GS co-head of FICC. Interested to see the same for copper / gold / platinum / silver / uranium etc 5% of gold free float available @PauloMacro"
X Link 2026-01-31T17:21Z [----] followers, [----] engagements
"$FNV $RGLD $GDX"
X Link 2026-02-01T10:11Z [----] followers, [----] engagements
"$BMM European copper US tungsten Producing [----] Nasdaq listed 🙏🏼 thanks to @YellowLabLife for flagging"
X Link 2026-02-01T16:12Z [----] followers, [----] engagements
"The maths 🧮 isnt adding up for the power / data center and utilities narrative $TLN $CEG $NRG $VST Remain short 🩳 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4 https://youtu.be/i__iaPepixksi=vh8MFYTCxIx5V5e4"
X Link 2026-02-02T10:54Z [----] followers, [----] engagements
"$BHP $RIO $OXY vs sogo shosha The Japanese trading cos have crushed the miners / energy cos conclusively for last few years. Interesting how seldom mintwit talks about these"
X Link 2026-02-03T09:51Z [----] followers, [----] engagements
"$SVAC $GFUZ only pure play fusion co. Will be a big theme in [----] https://www.bloomberg.com/news/articles/2026-02-03/washington-fusion-startup-avalanche-energy-raises-29-million https://www.bloomberg.com/news/articles/2026-02-03/washington-fusion-startup-avalanche-energy-raises-29-million"
X Link 2026-02-03T10:15Z [----] followers, [----] engagements
"$GDX $SLV @TraderPamplona has talked about this at length From February [--] through 23rd will see closure of the Shanghai exchange. As these charts demonstrate a lot of action is happening overnight in When that stops I expect significant weakness and lower vol"
X Link 2026-02-03T11:47Z [----] followers, [----] engagements
"@JackFarley96 And yet $OCSL has been a disaster"
X Link 2026-02-05T13:41Z [----] followers, [---] engagements
"Im sensing a potential black swan / massive selloff here from these Anthropic models; want to be in cash for this At the other side EM equities /EM currencies as well as commods / hard assets are a buy Caution of the highest order. Market is whispering it can scream soon"
X Link 2026-02-13T11:35Z [----] followers, 18.6K engagements
"Hard assets can re rate a lot because AI cannot print more copper / coal / aluminium etc EM economies dont depend as much on blue collar jobs and are linked to commods Identifying AI winners is tricky dangerous game"
X Link 2026-02-13T12:02Z [----] followers, [----] engagements
"$TKA.DE Thyssenkrupp steel workers agree on site closures less working hours in revamp https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard https://www.cnbc.com/2025/07/12/thyssenkrupp-steel-workers-agree-on-site-closures-less-working-hours-in-revamp.html__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard"
X Link 2025-07-12T11:00Z [----] followers, [----] engagements
"Think copper stocks have to take a BIG leg higher; massively boosted $GLEN $ANTO $ATYM $AAL $ECOR.L"
X Link 2025-07-24T07:24Z [----] followers, [----] engagements
"So the golden child David Rosen who has been in winning bets such as $TLN and is big in $CAN.L Is long $COOP which is being bought by $RKT in an all stock deal. Interesting to see if he holds Rocket is one of my favourite names to play the refi boom with lower rates in the US"
X Link 2025-08-04T19:00Z [----] followers, [----] engagements
"$CEPO $CEPT $CAEP interesting to see all at NAV - scarcity of legitimate targets (genuine cos are skeptical of going through 6month long de-spac process and uncertainty around final $ raised) - sponsor teams seem to prefer doing treasury deals - SPAC [---] a show me story"
X Link 2025-08-11T20:58Z [----] followers, [----] engagements
"$CVC.NL $CVC.AS Punched out of these back in August. Mgmt is executing well shares just trade terribly. Have been buying US Alts $ARES $APO that I think can actually get bid. May revisit CVC later. $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations. https://t.co/MDvKnlCWH7 $CVC.AS $CVC GS sees 40% upside and shares overly punished vs. peer set. Stock should be bought on de-risked estimates strong fundraising momentum and positive guidance for realisations."
X Link 2025-09-15T16:17Z [----] followers, [----] engagements
"$AEXA Surprised this isn't trading much higher. Filled on over 100k of the common around [-----] range"
X Link 2025-09-29T18:18Z [----] followers, [---] engagements
"$AEXA $BX Interesting to look at the scope of Blackstones AI / Data center portfolio. I am long one SPAC only which is @chamath new vehicle he is one of the only sponsors that can and will bring a proper institutional grade Co properly funded to the pubs. I spent time with Blackstones Global Head of Real Estate Nadeem Meghji today. I came away really excited about the scale of data center energy and infrastructure development that the world will need and how we can work together to do it. I was also really impressed with https://t.co/fpOBot5kXz I spent time with Blackstones Global Head of"
X Link 2025-09-30T09:21Z [----] followers, [----] engagements
"Happy $RWE.DE $RWE [--] Going to 50+ $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB $RWE.DE $RWE Structural exposure to German fiscal plan. One of the largest positions in Arrakis. https://t.co/DN2EAQmsjB"
X Link 2025-10-09T07:45Z [----] followers, [----] engagements
"@TWheels88 @Bonhoeffer_KDS @pvtcreditguy @LeylaKuni All BDCs getting nicely bid. Love to see the doomers get slammed. $OCSL $BXSL $ARCC $MFIC $BBDC"
X Link 2025-10-21T19:50Z [----] followers, [---] engagements
"@PauloMacro Ive done pretty well buying the 🪳 cockroaches in the last two weeks $ARCC $BXSL $MFIC"
X Link 2025-10-22T19:36Z [----] followers, [---] engagements
"$RWE.DE + 54% ytd. Nice to do that in a German utility $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq $RWE.DE Funds now urging the company to communicate more clearly with investors set clear parameters for M&A https://t.co/L2n1Xtluwq"
X Link 2025-11-12T09:58Z [----] followers, [----] engagements
"$RGLD - simple catchup trade to Wheaton and Franco like the re-rate into $260+ Should probably size this up as a lower beta name"
X Link 2025-11-16T11:24Z [----] followers, [----] engagements
"$GLEN $BHP $RIO $VALE Miners comp sheet"
X Link 2025-11-21T12:04Z [----] followers, [----] engagements
"$FCX $ANTO $NEM $B $AEM"
X Link 2025-11-21T12:06Z [----] followers, [---] engagements
"$GDS have a small position clear thematic beneficiaries from the H200 reprieve https://www.bloomberg.com/news/articles/2025-12-09/trump-s-reprieve-for-nvidia-s-h200-spurred-by-huawei-s-ai-gains https://www.bloomberg.com/news/articles/2025-12-09/trump-s-reprieve-for-nvidia-s-h200-spurred-by-huawei-s-ai-gains"
X Link 2025-12-09T22:56Z [----] followers, [---] engagements
"$GDS get long https://www.reuters.com/business/autos-transportation/bytedance-alibaba-keen-order-nvidia-h200-chips-after-trump-green-light-sources-2025-12-10/ https://www.reuters.com/business/autos-transportation/bytedance-alibaba-keen-order-nvidia-h200-chips-after-trump-green-light-sources-2025-12-10/"
X Link 2025-12-11T19:46Z [----] followers, [---] engagements
"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 1/ Supply constraints are deepening for what seems to be a third year 2/ Supply is forecast to be lowest in [--] years for platinum and palladium"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements
"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 3/ depletion of above ground stocks continues 4/ China jewellery demand is strengthening as gap between gold and platinum widens 5/ imports continue to increase"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements
"PGM outlook thoughts and thematic overview (apply🧂 as Im a generalist) $VALT $PLG $PALL $SBSW 6/ EU ICE regulatory reprieve further extends demand for PGMs 7/ ETFs and flow driven buying is picking up global allocations woken up by need to hedge against dollar weakness"
X Link 2025-12-22T18:36Z [----] followers, [----] engagements
"$RBC updated commod forecasts "
X Link 2025-12-26T09:40Z [----] followers, [---] engagements
"btw am long $VALT and $PALL so am making fun of myself"
X Link 2025-12-31T08:50Z [----] followers, [---] engagements
"$OKLO $META $SRUUF 🫨 https://www.businesswire.com/news/home/20260109127781/en/Oklo-Meta-Announce-Agreement-in-Support-of-1.2-GW-Nuclear-Energy-Development-in-Southern-Ohio https://www.businesswire.com/news/home/20260109127781/en/Oklo-Meta-Announce-Agreement-in-Support-of-1.2-GW-Nuclear-Energy-Development-in-Southern-Ohio"
X Link 2026-01-09T14:24Z [----] followers, [---] engagements
"Significantly reduced exposure last week. A lot of PnL posting punched out of $VALT $ANGPY $ERO trimmed $FNV $RGLD $AA make sure to actually buy a few real things during this cycle ( 🏠 🖼 etc) have something to show for it instead of a few screenshots ✌🏼"
X Link 2026-01-19T07:53Z [----] followers, [----] engagements
"@WTCM3 Missing $RWE.DE from this list. They will have to walk guidance back up to prior estimates possibility of a dividend hike and some PPAs in the works for data-centers should also help. Trading at half EU peers"
X Link 2024-10-08T17:01Z [----] followers, [---] engagements
"$RWE.DE $CEG $TLN $AMZN $MSFT The de-commoditisation of power is a major theme in the US that will soon come to Europe with a big re rating possible when PPAs roll in for Renewable companies"
X Link 2024-10-13T13:38Z [----] followers, [---] engagements
"@satsfilip Reluctantly $RWE.DE"
X Link 2024-11-08T19:47Z [----] followers, [---] engagements
"$RWE.DE Re-initiated in size following some reading about the new German coalition had been a frustrated long in the name last year and looking better now at a rebound in European equities Elliot Management in the name and Germany getting its act together on energy police"
X Link 2025-02-27T10:18Z [----] followers, [---] engagements
"$BBDC $MFIC 👇🏾 Totally agree that hung perma below NAV vehicles from larger shops have no raison detre in current configuration Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc. Why bother with a hung public vehicle that can't raise money whereas you can consistently with a private version. Could potentially see the same at other hung vehicles like $BBDC $MFIC etc"
X Link 2025-08-05T19:06Z [----] followers, [----] engagements
"$BBDC $MFIC Interesting to listen to this. Staggering to contemplate the difference between mid/small cap economy vs. Large cap economy https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647 https://podcasts.apple.com/gb/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909i=1000720693647"
X Link 2025-08-07T18:42Z [----] followers, [---] engagements
"$BXSL $ARCC $BBDC $MFIC Falling SOFR rising non-accruals many BDCs not covering dividends rising PIK. Think the space will be interesting to re-visit but dividend cuts and lower returns with falling rates mean capital flight means that any buyer is swimming against the tide"
X Link 2025-09-17T08:08Z [----] followers, [----] engagements
"$BXSL $ARCC $BBDC $MFIC The only clear buy at or below NAV would be $ARCC that has enough of an equity kicker prefs and has navigated multiple rate regimes successfully; https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f https://www.barrons.com/articles/bdc-rate-drop-stocks-50c7845f"
X Link 2025-09-17T08:11Z [----] followers, [---] engagements
"Meanwhile the SARB in are re-anchoring inflation Long $EZA / short $SPX"
X Link 2025-12-23T21:11Z [----] followers, [---] engagements
"Robotics as a theme; interesting discussion around a thematic that I have no doubt will start to pickup traction. Especially interested in names that are in the midst of an automotive recession that would be key beneficiaries such as $SHA0.DE $SCAFF https://www.youtube.com/watchv=nSPH3oqD2ug https://www.youtube.com/watchv=nSPH3oqD2ug"
X Link 2025-05-17T07:37Z [----] followers, [----] engagements
"In the same theme also like $IFX.DE"
X Link 2025-05-17T07:39Z [----] followers, [---] engagements
"@junkbondinvest Also $OCSL a total disaster"
X Link 2025-10-01T19:07Z [----] followers, [---] engagements
"@Bonhoeffer_KDS @pvtcreditguy @LeylaKuni $ocsl has been total disaster 🤦🏻♂ Poster child for how BDCs go wrong. Lost a decent amount in it"
X Link 2025-10-13T10:47Z [----] followers, [---] engagements
"$CAMB.BE European antimony. 5-6x EBITDA Disc. Long Think this moons when people get familiar with the name. Its the worlds second largest producer. Based in Belgium (NATO HQ) $UAMY is much smaller and less profitable in comparison"
X Link 2025-10-13T14:29Z [----] followers, 104.9K engagements
"$SSL As the Ex-US trade and long EM / commodities picks up I think SA is a good place to hunt for longs. The South African central banks new inflation target released last week as been under reported on and serves as a big macro catalyst for local equities"
X Link 2025-11-23T10:06Z [----] followers, [----] engagements
"2026 predictions🔮 v) nuclear fusion emerges as a major new bubble to replace the SMR craze A flood of issuance for new IPOs SPACs in the space (has started with $DJT x TAE Tech) @CFS_energy @Helion_Energy @GeneralFusion get public trade: long the SPACs / private shares"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements
"2026 predictions🔮 vi) SPX in foreign currencies (EUR / GBP etc) continues to produce disappointing 5% returns Trade: long ex-US US exceptionalism peaked in Feb [----] with a focus on EMs $EZA $EWZ"
X Link 2025-12-31T09:22Z [----] followers, [----] engagements
"$EZA https://www.bloomberg.com/news/articles/2026-01-07/south-africa-s-equity-market-value-rises-to-highest-since-2019 https://www.bloomberg.com/news/articles/2026-01-07/south-africa-s-equity-market-value-rises-to-highest-since-2019"
X Link 2026-01-07T19:30Z [----] followers, [---] engagements
"$YCA.L $SRUUF Europe struggles to end reliance on Russian uranium https://t.co/GboItdEpxl Europe struggles to end reliance on Russian uranium https://t.co/GboItdEpxl"
X Link 2026-01-21T11:45Z [----] followers, [----] engagements
"$RKT (re)started a chicken position at 1% NAV down 14%"
X Link 2026-01-30T14:59Z [----] followers, [----] engagements
"I insist on looking at the numbers correctly yes. $PAH3.DE $PA911.DE Look at this thing on LFCF and tell me its cheap. How people arbitrarily decide to ignore capital structure baffles me. Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.) Porsche/Volkswagen/Audi/Bentley/Lamborghini at 3x earnings. Enough said. (Unless you insist on making simple things complicated.)"
X Link 2024-05-03T09:41Z [----] followers, [---] engagements
"Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth + main street to do well. Has called out loose financial conditions with AI financing and SPACs as indicators. Warsh over Hassett has interesting implications https://t.co/soWiywiijm I highly recommend watching to understand how Warsh thinks https://t.co/soWiywiijm I highly recommend watching to understand how Warsh thinks"
X Link 2025-12-13T14:22Z [----] followers, [----] engagements
"$HMY interesting to start thinking about when gold & copper miners start to see multiple expansion vs. their pure play equivalents As a generalist I increasingly like leaning into Gold stories with underpriced copper growth same reason i liked $B and $FNV and $MUX"
X Link 2025-12-16T09:01Z [----] followers, [----] engagements
"$EZA There were so many metrics that made it obvious South Africa was getting better for those who cared to look Clinging to ideological narratives could get you stuck in subpar S&P500 performance in a year that South Africa is up 60% https://t.co/WfchJzWhji There were so many metrics that made it obvious South Africa was getting better for those who cared to look Clinging to ideological narratives could get you stuck in subpar S&P500 performance in a year that South Africa is up 60% https://t.co/WfchJzWhji"
X Link 2025-12-21T11:42Z [----] followers, [----] engagements
"get long commodities $FNV $GLEN $HBM"
X Link 2025-12-23T21:11Z [----] followers, [----] engagements
"$NRG $CEG $TLN $VST Why I am no longer long IPPs and even leaning slightly short (especially $TLN) ahead of what could be a very negative headline catalyst next year"
X Link 2025-12-30T19:46Z [----] followers, 21.8K engagements
"And we give thanks to the market gods that were kind to us🙏 $GLEN $GLNCY $GLEN Good morning Blows past 450p https://t.co/aQGEEJT0N0 $GLEN Good morning Blows past 450p https://t.co/aQGEEJT0N0"
X Link 2026-01-09T15:01Z [----] followers, [----] engagements
"$GLEN $RIO Not advising either side And they are being super tight with their circles on this deal for obvious reasons so the Koala isnt even asking questions If had to speculate a deal will happen Is it: 1) Full merger 2) Full merger with promise of vote on coal spin [--] yr post close Not advising either side And they are being super tight with their circles on this deal for obvious reasons so the Koala isnt even asking questions If had to speculate a deal will happen Is it: 1) Full merger 2) Full merger with promise of vote on coal spin [--] yr post close"
X Link 2026-01-24T17:10Z [----] followers, [----] engagements
"Chopping mining longs again $HBM $ELE $RGLD $FNV $PALL $TGB $NEXQ $AA $SLSR Wild crash up price action could see elevator down any day. Best to stay zen detached and bank wins can always re-visit. Some fading of strong price action at open tell me we sell off soon"
X Link 2026-01-26T20:06Z [----] followers, [----] engagements
"Kevin inflation is a choice Warsh appointment long term wont matter much. However relative to expectations this is going to enforce fed independence dollar strength and is a game changer for certain short term narratives ie debasement trades. Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth + main street to do well. Has called out loose financial conditions with AI financing and SPACs as indicators. Warsh over Hassett has interesting implications Warsh = reduction of Fed balance sheet rate cuts. Interesting that he actually wants wage growth +"
X Link 2026-01-30T10:26Z [----] followers, [----] engagements
"Warsh has a track record of caring about inflation has been very hawkish in the past. Still fully expect him to cut rates at his 1st meeting and possibly before midterms. Consequences are precious metals and overall commods correct dollar bounces"
X Link 2026-01-30T10:28Z [----] followers, [---] engagements
"Long $GLEN / short $MSFT 🚬 nice today Long $GLEN / Short $MSFT set for another nice day. I love this spread trade. So few people realise its actually working beauty. Long $GLEN / Short $MSFT set for another nice day. I love this spread trade. So few people realise its actually working beauty"
X Link 2026-01-29T12:03Z [----] followers, [----] engagements
"$ELE any news"
X Link 2026-01-29T17:46Z [----] followers, [----] engagements
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