[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @Convertbond Lawrence McDonald Lawrence McDonald, author of "When Markets Speak" and "A Colossal Failure of Common Sense", is warning about the dangers of private credit and the consequences of central bankers not allowing the business cycle to function. He is highlighting the risks of investing in private credit, citing examples of companies using accounting tricks to hide leverage and warning of potential losses of up to $XX billion. McDonald's concerns are centered around the unsustainable nature of private credit and the potential for a major financial blowup. ### Engagements: XXXXXX [#](/creator/twitter::25163231/interactions)  - X Week XXXXXXXXX +18% - X Month XXXXXXXXX +112% - X Months XXXXXXXXXX -XX% - X Year XXXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::25163231/posts_active)  - X Week XX +46% - X Month XXX +12% - X Months XXX -XX% - X Year XXXXX +24% ### Followers: XXXXXXX [#](/creator/twitter::25163231/followers)  - X Week XXXXXXX +0.28% - X Month XXXXXXX +0.71% - X Months XXXXXXX +3.80% - X Year XXXXXXX +10% ### CreatorRank: XXXXXXX [#](/creator/twitter::25163231/influencer_rank)  ### Social Influence [#](/creator/twitter::25163231/influence) --- **Social category influence** [finance](/list/finance) XXXX% [stocks](/list/stocks) XXXX% [cryptocurrencies](/list/cryptocurrencies) #1411 [technology brands](/list/technology-brands) XXXX% [countries](/list/countries) XXXX% [automotive brands](/list/automotive-brands) #6171 [exchanges](/list/exchanges) XXXX% [currencies](/list/currencies) XXXX% **Social topic influence** [bitcoin](/topic/bitcoin) #632, [over the](/topic/over-the) #1559, [$mags](/topic/$mags) #2, [investment](/topic/investment) 0.85%, [brands](/topic/brands) #962, [$nukz](/topic/$nukz) #1, [$soxx](/topic/$soxx) #2, [$nvda](/topic/$nvda) #2269, [tesla](/topic/tesla) 0.85%, [$aapl](/topic/$aapl) #312 **Top accounts mentioned or mentioned by** [@dougkass](/creator/undefined) [@zalinskys](/creator/undefined) [@lukegromen](/creator/undefined) [@rationalmnky](/creator/undefined) [@basedqian](/creator/undefined) [@_lojo7272_](/creator/undefined) [@andrewrsorkin](/creator/undefined) [@citizen0112358](/creator/undefined) [@kashyap286](/creator/undefined) [@grok](/creator/undefined) [@ruzhyox](/creator/undefined) [@2020excels](/creator/undefined) [@jorgeponce18300](/creator/undefined) [@macromicronmike](/creator/undefined) [@hundredchours](/creator/undefined) [@manoj_216](/creator/undefined) [@capitalmktguy](/creator/undefined) [@elonmusk](/creator/undefined) [@revereca2va](/creator/undefined) [@steve_alarm](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Tesla, Inc. (TSLA)](/topic/tesla) [Apple, Inc. (AAPL)](/topic/$aapl) [Ethereum (ETH)](/topic/ethereum) [Solana (SOL)](/topic/solana) [Cardano (ADA)](/topic/cardano) [Dogecoin (DOGE)](/topic/dogecoin) [Litecoin (LTC)](/topic/litecoin) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [iShares BTC Trust (IBIT)](/topic/$ibit) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [OwlDAO (OWL)](/topic/$owl) [Adobe, Inc. (ADBE)](/topic/$adbe) [Cream (CRM)](/topic/$crm) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [SPDR GOLD ETF (GLD)](/topic/$gld) [SPDR S&P XXX ETF Trust (SPY)](/topic/$spy) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Strategy (MSTR)](/topic/$mstr) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Coinbase Global, Inc. (COIN)](/topic/coinbase) [Hecla Mining Company (HL)](/topic/$hl) [Goldman Sachs (GS)](/topic/goldman-sachs) [Spacemesh (SMH)](/topic/$smh) ### Top Social Posts [#](/creator/twitter::25163231/posts) --- Top posts by engagements in the last XX hours ""There is nothing in this world which will so violently distort a man's judgment more than the sight of his neighbor getting rich. " JP Morgan after the "Panic of 1907."" [X Link](https://x.com/Convertbond/status/1977345655388479957) [@Convertbond](/creator/x/Convertbond) 2025-10-12T12:08Z 140K followers, 6933 engagements "@TheStalwart Joe I agree with your point there is a pathetic search for narratives on the gold bull run higher - but you and Mr. Mark Dow have been the most vocal gold bears on X looking back over the last decade. What did you get wrong Too much trust in central planning" [X Link](https://x.com/Convertbond/status/1978226731547861372) [@Convertbond](/creator/x/Convertbond) 2025-10-14T22:29Z 140K followers, 74.5K engagements "There is $2T of AI capex dollars coming after software companies and other disruptions; $OWL lends to junk tech and software but everything is fine comedy. Public Software Players $ADBE -XX% $CRM -33%" [X Link](https://x.com/Convertbond/status/1978449215668793792) [@Convertbond](/creator/x/Convertbond) 2025-10-15T13:13Z 140K followers, 4507 engagements "You might see this once or twice in a lifetime. We have an investment bank - Jefferies $JEF down XX% and Nasdaq XXX NDX on the highs just wow" [X Link](https://x.com/Convertbond/status/1978904038453211569) [@Convertbond](/creator/x/Convertbond) 2025-10-16T19:21Z 140K followers, 64.8K engagements "Got hard assets" [X Link](https://x.com/Convertbond/status/1979121765902057692) [@Convertbond](/creator/x/Convertbond) 2025-10-17T09:46Z 140K followers, 14.8K engagements "@sonalibasak Thank you Sonali - its NOT about First Brands / Tricolor interconnections to the financial system (outside of Jefferies). The MOST important question is - how many of them are out there CLO / Leveraged loan lending standards have been extremely pathetic for the last X yrs" [X Link](https://x.com/Convertbond/status/1979340480308748619) [@Convertbond](/creator/x/Convertbond) 2025-10-18T00:15Z 140K followers, 1200 engagements "*BERKSHIRE HATHAWAY RAISES XX BILLION YEN FROM BOND SALE. Just wow. Buffett is loaded with cash and he's reaching into the margin account (borrowing) in yen. Next XX months - he's going to buy this puke festival with both hands. Thoughts" [X Link](https://x.com/Convertbond/status/1910505329697214546) [@Convertbond](/creator/x/Convertbond) 2025-04-11T01:29Z 140K followers, 2.7M engagements "Business Development Companies BDCs Private Credit - the slime show is oozing to the surface. Borrower First Brands used a Lehman like Repo XXX move to hide leverage and screw investors. Two size frauds in the last XX days stay tuned" [X Link](https://x.com/Convertbond/status/1973120179807854800) [@Convertbond](/creator/x/Convertbond) 2025-09-30T20:18Z 140K followers, 318.1K engagements "Dear Central Bankers - When you do not allow the cleansing process of the business cycle to function over longer and longer and longer periods of time you literally are placing Bernie Madoffs on Street corners around the USA. Welcome to private credit" [X Link](https://x.com/Convertbond/status/1976303936597356985) [@Convertbond](/creator/x/Convertbond) 2025-10-09T15:09Z 140K followers, 100K engagements "This cycles Tyco Adelphia Worldcom (Jack Grubman) Enron (Andy Fastow) and Sunbeams (Tricky Al Dunlap)" [X Link](https://x.com/Convertbond/status/1976975719336161634) [@Convertbond](/creator/x/Convertbond) 2025-10-11T11:38Z 140K followers, 32.2K engagements "Drawdowns this Week Bitcoin -XX% Ethereum -XX% Solana -XX% Cardano -XX% Dogecoin -XX% Litecoin -XX% XRP -XX% *Hail the King - Gold closed up X% Friday just off an all-time high" [X Link](https://x.com/Convertbond/status/1976994652650893333) [@Convertbond](/creator/x/Convertbond) 2025-10-11T12:53Z 140K followers, 236.9K engagements "Drawdowns destroy lives. Long-term Bitcoin track records are meaningless" [X Link](https://x.com/Convertbond/status/1977147198862508454) [@Convertbond](/creator/x/Convertbond) 2025-10-11T23:00Z 140K followers, 278.1K engagements "Any asset class that is relentlessly promoted by strippers and charlatans an investment that plunges XX% four times in a decade is NOT a store of value. Long term track records on crypto are meaningless garbage" [X Link](https://x.com/Convertbond/status/1977158200039477447) [@Convertbond](/creator/x/Convertbond) 2025-10-11T23:43Z 140K followers, 375.2K engagements "Got Uranium $SRUUF $NUKZ WSJ: U.S. Army Plans to Power Bases With Tiny Nuclear Reactors The Janus Program fulfills a Trump order to start powering military installations with state-of-the-art nuclear technology. Via @hcrubin2009" [X Link](https://x.com/Convertbond/status/1978575037574631843) [@Convertbond](/creator/x/Convertbond) 2025-10-15T21:33Z 140K followers, 12K engagements "Great to be back in Puerto Rico ideas lunch kicking off. Gratitude" [X Link](https://x.com/Convertbond/status/1979224048488927364) [@Convertbond](/creator/x/Convertbond) 2025-10-17T16:32Z 140K followers, 11.7K engagements "Forensic accountings GOAT - Harry Markopolos. A toast to the man who outed Madoff" [X Link](https://x.com/Convertbond/status/1979603786369831140) [@Convertbond](/creator/x/Convertbond) 2025-10-18T17:41Z 140K followers, 18.6K engagements "The U.S. banking system $ZION - a top XX in size is down XX% today does anyone care" [X Link](https://x.com/Convertbond/status/1978890058397561096) [@Convertbond](/creator/x/Convertbond) 2025-10-16T18:25Z 140K followers, 43.8K engagements ".@AlanGuarino has been such an inspiration over the years mentor of mine. Pick up this gem" [X Link](https://x.com/Convertbond/status/1979205463972401153) [@Convertbond](/creator/x/Convertbond) 2025-10-17T15:18Z 140K followers, 5249 engagements ".@saylor - where is our captain pump master Last decade- crickets on the lows - pumping on the highs. Strategy" [X Link](https://x.com/Convertbond/status/1979372307366674650) [@Convertbond](/creator/x/Convertbond) 2025-10-18T02:21Z 140K followers, 19.5K engagements "Congrats @andrewrsorkin "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a NationHardcover October XX 2025" Best Sellers Rank:#2 in Books #1 inEconomic History #1 inMicroeconomics #1 inBanks & Banking" [X Link](https://x.com/Convertbond/status/1979394337784963112) [@Convertbond](/creator/x/Convertbond) 2025-10-18T03:49Z 140K followers, 89.4K engagements "Bitcoin - You are Long Excess Liquidity NOT a Fiat replacement. It's NO coincidence - the effective Fed Funds traded through the band twice in recent weeks with obvious tightness in the repo market. This weekend bitcoin traded at XX% of its highs unchanged since Dec" [X Link](https://x.com/Convertbond/status/1979870980936990876) [@Convertbond](/creator/x/Convertbond) 2025-10-19T11:23Z 140K followers, 10.4K engagements "2025 Gold Miners $GDX XX% Silver Miners $SIL XX% Platinum $PLTM XX% Rare Earth Metals $REMX XX% Nuclear $NUKZ XX% Copper Miners $COPX XX% Steel $SLX XX% Palladium $PALL XX% Bitcoin $IBIT XX% Mag7 $MAGS XX% Semiconductors $SOXX X% US Treasuries $TLT X% Bloomberg data" [X Link](https://x.com/Convertbond/status/1961761749700366627) [@Convertbond](/creator/x/Convertbond) 2025-08-30T12:03Z 140K followers, 237.9K engagements "For a wealthy person who has staying power this doesn't matter; they can buy and hold. The REALITY is that too many young people do NOT have that luxury. They want to get married buy a home and they puke (sell) the bitcoin in the hole (on the lows) - fact" [X Link](https://x.com/Convertbond/status/1977344883586162870) [@Convertbond](/creator/x/Convertbond) 2025-10-12T12:05Z 140K followers, 7298 engagements "Got Hard Assets Metals - Mining and National Security The $XME ETF is now XX% above its 200-day moving average a level it has never reached before" [X Link](https://x.com/Convertbond/status/1977736404919525667) [@Convertbond](/creator/x/Convertbond) 2025-10-13T14:01Z 140K followers, 45.5K engagements "Gold Bitcoin Last Four Years by nearly XX% Largest Drawdown Last Decade Gold: -XX% Bitcoin: -XX% -XX% -XX% -75%" [X Link](https://x.com/Convertbond/status/1977788541284553135) [@Convertbond](/creator/x/Convertbond) 2025-10-13T17:28Z 140K followers, 49.7K engagements "Got Hard Assets SILVER SURGES TO ALL-TIME HIGH ABOVE $XXXXX AN OUNCE - Bloomberg. 2025 Silver $SLV +73% Nvidia $NVDA +36% Semis $SOXX +27% Bitcoin $IBIT +24% Mag7 $MAGS +15% Tesla $TSLA +2% Amazon $AMZN -X% Apple $AAPL -2%" [X Link](https://x.com/Convertbond/status/1977859019600478466) [@Convertbond](/creator/x/Convertbond) 2025-10-13T22:08Z 140K followers, 41.8K engagements "Hi Grant - X. Financial repression - they want interest rates below the rate of inflation (monetizing the debt inflate their way out of a $37T debt hole) bullish hard assets. Forcing banks and trading partners to buy US Treasuries. A major theme (book ideas) in -- "When Markets Speak." X. The private credit cesspool -- risk to the U.S. "K-shaped economy" is significant. First Brands and Tricolor are just the beginning; the credit crisis is starting. The Bottom XX% of consumers are in extreme pain (U Michigan Consumer Confidence at Sept 2008 levels). Auto / Student loan MBS defaults are" [X Link](https://x.com/Convertbond/status/1977882256581542378) [@Convertbond](/creator/x/Convertbond) 2025-10-13T23:40Z 140K followers, 57.1K engagements "January XX to October XX OWL equity -XX% SPY S&P XXX +8% Were not seeing rising defaults were not seeing companies struggling while banks might want to look at their own books for any cockroaches. - Bloomberg. Blue Owl Capital CEO Marc Lipschultz" [X Link](https://x.com/Convertbond/status/1978446714743779458) [@Convertbond](/creator/x/Convertbond) 2025-10-15T13:03Z 140K followers, 10.8K engagements "Never ever invest in the present. You have to visualize the situation XX months from now and whatever that is thats where the price will be not where it is today. If you invest in the present youre going to get run over. The GOAT Stanley Druckenmiller" [X Link](https://x.com/Convertbond/status/1978505159291371767) [@Convertbond](/creator/x/Convertbond) 2025-10-15T16:56Z 140K followers, 13.4K engagements "Regional Banks off X% in X days this is some bull market. This $ZION situation is interesting off X% on a $50m CRE hit bears are assuming there is a lot more. First of many write downs. Never one cockroach" [X Link](https://x.com/Convertbond/status/1978859086306222119) [@Convertbond](/creator/x/Convertbond) 2025-10-16T16:22Z 140K followers, 12.5K engagements "It was a pleasure to be the keynote speaker at the CFAL Pension and Economic Conference in the Bahamas. Many thanks to @CFALBahamas - it was a great event Beautiful country; always glad to be back Gratitude 🙏" [X Link](https://x.com/Convertbond/status/1979298951879888909) [@Convertbond](/creator/x/Convertbond) 2025-10-17T21:30Z 140K followers, 6439 engagements "There is a time and a place for Bitcoin but holders must realize that the primary driver of price action over the last decade has been excess liquidity You want to buy Bitcoin sell gold when the ratio enters the 10-20 zone. As liquidity recedes bitcoin drawdowns grow larger" [X Link](https://x.com/Convertbond/status/1979872340839379066) [@Convertbond](/creator/x/Convertbond) 2025-10-19T11:28Z 140K followers, 6729 engagements "Since December through what might be the largest currency debasement narratives in Wall St. history. Every sell-side bank is screaming US dollar debasement: Bitcoin XXX% Palladium +52.4% Gold +62.1% Silver +69.3% Platinum +74.3% Bloomberg data" [X Link](https://x.com/Convertbond/status/1979877494884110637) [@Convertbond](/creator/x/Convertbond) 2025-10-19T11:49Z 140K followers, 4866 engagements "$2.300T vs. $0.261T today" [X Link](https://x.com/Convertbond/status/1445270040119586819) [@Convertbond](/creator/x/Convertbond) 2021-10-05T06:10Z 140K followers, XX engagements "Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt" [X Link](https://x.com/Convertbond/status/1875543863185887652) [@Convertbond](/creator/x/Convertbond) 2025-01-04T14:04Z 140K followers, 346.2K engagements "Hard Financial Assets Two ways out of a $37T hole. X. Debt Jubilee default. X. Financial repression. Massage interest rates below the rate of inflation. In other words come up with excuses to cut interest rates while the serpent that is inflation is alive and well" [X Link](https://x.com/Convertbond/status/1963562266608992720) [@Convertbond](/creator/x/Convertbond) 2025-09-04T11:18Z 140K followers, 14.6K engagements "Hard Assets - The $HL (Hecla Mining) S&P inclusion story today is hilarious. These companies are so under-owned with a tiny float that inclusion moves the stock XX% in a day. *MKTX WAY HL Among XX Cos to Join S&P Smallcap 600" [X Link](https://x.com/Convertbond/status/1965109536215507045) [@Convertbond](/creator/x/Convertbond) 2025-09-08T17:46Z 140K followers, 12.7K engagements "Q4 2025 with $NVDA at $XXX Buys: XX Holds: X Sells: X On the doorstep of the artificial intelligence-induced power crisis with NO realistic (energy) path to more than Pollyannish growth assumptions they love the stock. All the assumed growth needs A LOT more power" [X Link](https://x.com/Convertbond/status/1970317564682080576) [@Convertbond](/creator/x/Convertbond) 2025-09-23T02:41Z 140K followers, 6297 engagements "Nvidia at nearly $4.5T equity market cap trades at 27x sales. A lot more power is needed to justify this rosy outlook. $NVDA will do $165B in 2025 sales but the Street is looking for $206B in 2026 and $275B in 2027. Where is all this power going to come from" [X Link](https://x.com/Convertbond/status/1970319269780140091) [@Convertbond](/creator/x/Convertbond) 2025-09-23T02:48Z 140K followers, 6115 engagements "The loss to private credit investors could be as high as $40B. First Brands balance sheet looks like so many of the mortgage CDO structures from 2007-2008. They want to hide the salami - hide the leverage to produce returns" [X Link](https://x.com/Convertbond/status/1973122701918138404) [@Convertbond](/creator/x/Convertbond) 2025-09-30T20:28Z 140K followers, 11.4K engagements "What kind of morons lend into this kind of capital structure - only in "private credit" - so pathetic OTHER people's money" [X Link](https://x.com/Convertbond/status/1973193779323744622) [@Convertbond](/creator/x/Convertbond) 2025-10-01T01:10Z 140K followers, 9078 engagements "BDC equities are off 20-40% in a raging bull equity market you tell me. The smell of old fish is in the air" [X Link](https://x.com/Convertbond/status/1974231384618058008) [@Convertbond](/creator/x/Convertbond) 2025-10-03T21:53Z 140K followers, 10.5K engagements "Goldman Sachs -- Gold Year-end Target January 2024: $2090 March 2024: $2180 June 2024: $2300 February 2025: $3100" [X Link](https://x.com/Convertbond/status/1975389333181096111) [@Convertbond](/creator/x/Convertbond) 2025-10-07T02:34Z 140K followers, 12.9K engagements "Gold 2025: $4000 2020: $1500 2015: $1100 2010: $1100 2005: $XXX 2000: $XXX *Bloomberg data" [X Link](https://x.com/Convertbond/status/1975744232406081913) [@Convertbond](/creator/x/Convertbond) 2025-10-08T02:05Z 140K followers, 35.4K engagements "Since 2023 there have been XX days when the GLD has moved up X% or more. Eight of them have occurred since April. via @Alpha_Ex_LLC" [X Link](https://x.com/Convertbond/status/1975896954564743536) [@Convertbond](/creator/x/Convertbond) 2025-10-08T12:11Z 140K followers, 2971 engagements "We have a large investment bank close the XX% off its high off more than XX% over the last month and people are chasing tech stocks higher. Where have we seen this show before" [X Link](https://x.com/Convertbond/status/1976023239022477418) [@Convertbond](/creator/x/Convertbond) 2025-10-08T20:33Z 140K followers, 99.8K engagements "Tell a friend today. This classic was published in March 2024; it's going to be in paperback soon. Pick up your hardback before Wednesday. We are coming to a city near you for the inscription. Nassau - Puerto Rico (Oct) Nashville (Nov) Sarasota (Dec)" [X Link](https://x.com/Convertbond/status/1976642690818376052) [@Convertbond](/creator/x/Convertbond) 2025-10-10T13:35Z 140K followers, 11.2K engagements "Markets are Speaking in Recent Days A. US Ten-Year: XXXX% to XXXX% B. Oil: $XXXXX to $XXXXX C. Copper down X% today D. Consumer Staples $XLP recession-resistant stocks +2% You tell me" [X Link](https://x.com/Convertbond/status/1978175630601494891) [@Convertbond](/creator/x/Convertbond) 2025-10-14T19:06Z 140K followers, 68K engagements "Great to be back in the Bahamas. Special thanks to the team at CFAL - we appreciate the opportunity to speak at their conference this week. When Markets Speak a top ten bestseller on Amazon. The great migration is upon us hard assets financial assets. Buckle up" [X Link](https://x.com/Convertbond/status/1978266791093682656) [@Convertbond](/creator/x/Convertbond) 2025-10-15T01:08Z 140K followers, 7256 engagements "2025 Hard Assets $XME +94% AI - Nvidia $SMH +40% AI Semis $SOXX +32% Mag7 $MAGS +17% *The much-heralded SMH ETF unched (0.00%) since Oct X with XME Metals up another XX% if it were a fight a cage match they'd stop it" [X Link](https://x.com/Convertbond/status/1978465269652533523) [@Convertbond](/creator/x/Convertbond) 2025-10-15T14:17Z 140K followers, 4433 engagements "2025 Uranium + Metals $URA +117% Nuclear (Power) $NUKZ +78% Copper $COPX +66% Uranium $URNM +64% Vs. Nasdaq XXX $QQQ +18% Mag7 $MAGS +17% Tesla $TSLA +8% Apple $AAPL -X% Amazon $AMZN -X% Software $CLOU -X% Bloomberg data" [X Link](https://x.com/Convertbond/status/1978583634610110753) [@Convertbond](/creator/x/Convertbond) 2025-10-15T22:07Z 140K followers, 6073 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Lawrence McDonald, author of "When Markets Speak" and "A Colossal Failure of Common Sense", is warning about the dangers of private credit and the consequences of central bankers not allowing the business cycle to function. He is highlighting the risks of investing in private credit, citing examples of companies using accounting tricks to hide leverage and warning of potential losses of up to $XX billion. McDonald's concerns are centered around the unsustainable nature of private credit and the potential for a major financial blowup.
Social category influence finance XXXX% stocks XXXX% cryptocurrencies #1411 technology brands XXXX% countries XXXX% automotive brands #6171 exchanges XXXX% currencies XXXX%
Social topic influence bitcoin #632, over the #1559, $mags #2, investment 0.85%, brands #962, $nukz #1, $soxx #2, $nvda #2269, tesla 0.85%, $aapl #312
Top accounts mentioned or mentioned by @dougkass @zalinskys @lukegromen @rationalmnky @basedqian @lojo7272 @andrewrsorkin @citizen0112358 @kashyap286 @grok @ruzhyox @2020excels @jorgeponce18300 @macromicronmike @hundredchours @manoj_216 @capitalmktguy @elonmusk @revereca2va @steve_alarm
Top assets mentioned Bitcoin (BTC) NVIDIA Corp. (NVDA) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Ethereum (ETH) Solana (SOL) Cardano (ADA) Dogecoin (DOGE) Litecoin (LTC) Zions Bancorporation, NA. (ZION) iShares BTC Trust (IBIT) Amazon.com, Inc. (AMZN) OwlDAO (OWL) Adobe, Inc. (ADBE) Cream (CRM) Jefferies Financial Group Inc. (JEF) SPDR GOLD ETF (GLD) SPDR S&P XXX ETF Trust (SPY) Berkshire Hathaway Inc. (BRK.A) Strategy (MSTR) Exxon Mobil (XOM) Coinbase Global, Inc. (COIN) Hecla Mining Company (HL) Goldman Sachs (GS) Spacemesh (SMH)
Top posts by engagements in the last XX hours
""There is nothing in this world which will so violently distort a man's judgment more than the sight of his neighbor getting rich. " JP Morgan after the "Panic of 1907.""
X Link @Convertbond 2025-10-12T12:08Z 140K followers, 6933 engagements
"@TheStalwart Joe I agree with your point there is a pathetic search for narratives on the gold bull run higher - but you and Mr. Mark Dow have been the most vocal gold bears on X looking back over the last decade. What did you get wrong Too much trust in central planning"
X Link @Convertbond 2025-10-14T22:29Z 140K followers, 74.5K engagements
"There is $2T of AI capex dollars coming after software companies and other disruptions; $OWL lends to junk tech and software but everything is fine comedy. Public Software Players $ADBE -XX% $CRM -33%"
X Link @Convertbond 2025-10-15T13:13Z 140K followers, 4507 engagements
"You might see this once or twice in a lifetime. We have an investment bank - Jefferies $JEF down XX% and Nasdaq XXX NDX on the highs just wow"
X Link @Convertbond 2025-10-16T19:21Z 140K followers, 64.8K engagements
"Got hard assets"
X Link @Convertbond 2025-10-17T09:46Z 140K followers, 14.8K engagements
"@sonalibasak Thank you Sonali - its NOT about First Brands / Tricolor interconnections to the financial system (outside of Jefferies). The MOST important question is - how many of them are out there CLO / Leveraged loan lending standards have been extremely pathetic for the last X yrs"
X Link @Convertbond 2025-10-18T00:15Z 140K followers, 1200 engagements
"*BERKSHIRE HATHAWAY RAISES XX BILLION YEN FROM BOND SALE. Just wow. Buffett is loaded with cash and he's reaching into the margin account (borrowing) in yen. Next XX months - he's going to buy this puke festival with both hands. Thoughts"
X Link @Convertbond 2025-04-11T01:29Z 140K followers, 2.7M engagements
"Business Development Companies BDCs Private Credit - the slime show is oozing to the surface. Borrower First Brands used a Lehman like Repo XXX move to hide leverage and screw investors. Two size frauds in the last XX days stay tuned"
X Link @Convertbond 2025-09-30T20:18Z 140K followers, 318.1K engagements
"Dear Central Bankers - When you do not allow the cleansing process of the business cycle to function over longer and longer and longer periods of time you literally are placing Bernie Madoffs on Street corners around the USA. Welcome to private credit"
X Link @Convertbond 2025-10-09T15:09Z 140K followers, 100K engagements
"This cycles Tyco Adelphia Worldcom (Jack Grubman) Enron (Andy Fastow) and Sunbeams (Tricky Al Dunlap)"
X Link @Convertbond 2025-10-11T11:38Z 140K followers, 32.2K engagements
"Drawdowns this Week Bitcoin -XX% Ethereum -XX% Solana -XX% Cardano -XX% Dogecoin -XX% Litecoin -XX% XRP -XX% *Hail the King - Gold closed up X% Friday just off an all-time high"
X Link @Convertbond 2025-10-11T12:53Z 140K followers, 236.9K engagements
"Drawdowns destroy lives. Long-term Bitcoin track records are meaningless"
X Link @Convertbond 2025-10-11T23:00Z 140K followers, 278.1K engagements
"Any asset class that is relentlessly promoted by strippers and charlatans an investment that plunges XX% four times in a decade is NOT a store of value. Long term track records on crypto are meaningless garbage"
X Link @Convertbond 2025-10-11T23:43Z 140K followers, 375.2K engagements
"Got Uranium $SRUUF $NUKZ WSJ: U.S. Army Plans to Power Bases With Tiny Nuclear Reactors The Janus Program fulfills a Trump order to start powering military installations with state-of-the-art nuclear technology. Via @hcrubin2009"
X Link @Convertbond 2025-10-15T21:33Z 140K followers, 12K engagements
"Great to be back in Puerto Rico ideas lunch kicking off. Gratitude"
X Link @Convertbond 2025-10-17T16:32Z 140K followers, 11.7K engagements
"Forensic accountings GOAT - Harry Markopolos. A toast to the man who outed Madoff"
X Link @Convertbond 2025-10-18T17:41Z 140K followers, 18.6K engagements
"The U.S. banking system $ZION - a top XX in size is down XX% today does anyone care"
X Link @Convertbond 2025-10-16T18:25Z 140K followers, 43.8K engagements
".@AlanGuarino has been such an inspiration over the years mentor of mine. Pick up this gem"
X Link @Convertbond 2025-10-17T15:18Z 140K followers, 5249 engagements
".@saylor - where is our captain pump master Last decade- crickets on the lows - pumping on the highs. Strategy"
X Link @Convertbond 2025-10-18T02:21Z 140K followers, 19.5K engagements
"Congrats @andrewrsorkin "1929: Inside the Greatest Crash in Wall Street History--and How It Shattered a NationHardcover October XX 2025" Best Sellers Rank:#2 in Books #1 inEconomic History #1 inMicroeconomics #1 inBanks & Banking"
X Link @Convertbond 2025-10-18T03:49Z 140K followers, 89.4K engagements
"Bitcoin - You are Long Excess Liquidity NOT a Fiat replacement. It's NO coincidence - the effective Fed Funds traded through the band twice in recent weeks with obvious tightness in the repo market. This weekend bitcoin traded at XX% of its highs unchanged since Dec"
X Link @Convertbond 2025-10-19T11:23Z 140K followers, 10.4K engagements
"2025 Gold Miners $GDX XX% Silver Miners $SIL XX% Platinum $PLTM XX% Rare Earth Metals $REMX XX% Nuclear $NUKZ XX% Copper Miners $COPX XX% Steel $SLX XX% Palladium $PALL XX% Bitcoin $IBIT XX% Mag7 $MAGS XX% Semiconductors $SOXX X% US Treasuries $TLT X% Bloomberg data"
X Link @Convertbond 2025-08-30T12:03Z 140K followers, 237.9K engagements
"For a wealthy person who has staying power this doesn't matter; they can buy and hold. The REALITY is that too many young people do NOT have that luxury. They want to get married buy a home and they puke (sell) the bitcoin in the hole (on the lows) - fact"
X Link @Convertbond 2025-10-12T12:05Z 140K followers, 7298 engagements
"Got Hard Assets Metals - Mining and National Security The $XME ETF is now XX% above its 200-day moving average a level it has never reached before"
X Link @Convertbond 2025-10-13T14:01Z 140K followers, 45.5K engagements
"Gold Bitcoin Last Four Years by nearly XX% Largest Drawdown Last Decade Gold: -XX% Bitcoin: -XX% -XX% -XX% -75%"
X Link @Convertbond 2025-10-13T17:28Z 140K followers, 49.7K engagements
"Got Hard Assets SILVER SURGES TO ALL-TIME HIGH ABOVE $XXXXX AN OUNCE - Bloomberg. 2025 Silver $SLV +73% Nvidia $NVDA +36% Semis $SOXX +27% Bitcoin $IBIT +24% Mag7 $MAGS +15% Tesla $TSLA +2% Amazon $AMZN -X% Apple $AAPL -2%"
X Link @Convertbond 2025-10-13T22:08Z 140K followers, 41.8K engagements
"Hi Grant - X. Financial repression - they want interest rates below the rate of inflation (monetizing the debt inflate their way out of a $37T debt hole) bullish hard assets. Forcing banks and trading partners to buy US Treasuries. A major theme (book ideas) in -- "When Markets Speak." X. The private credit cesspool -- risk to the U.S. "K-shaped economy" is significant. First Brands and Tricolor are just the beginning; the credit crisis is starting. The Bottom XX% of consumers are in extreme pain (U Michigan Consumer Confidence at Sept 2008 levels). Auto / Student loan MBS defaults are"
X Link @Convertbond 2025-10-13T23:40Z 140K followers, 57.1K engagements
"January XX to October XX OWL equity -XX% SPY S&P XXX +8% Were not seeing rising defaults were not seeing companies struggling while banks might want to look at their own books for any cockroaches. - Bloomberg. Blue Owl Capital CEO Marc Lipschultz"
X Link @Convertbond 2025-10-15T13:03Z 140K followers, 10.8K engagements
"Never ever invest in the present. You have to visualize the situation XX months from now and whatever that is thats where the price will be not where it is today. If you invest in the present youre going to get run over. The GOAT Stanley Druckenmiller"
X Link @Convertbond 2025-10-15T16:56Z 140K followers, 13.4K engagements
"Regional Banks off X% in X days this is some bull market. This $ZION situation is interesting off X% on a $50m CRE hit bears are assuming there is a lot more. First of many write downs. Never one cockroach"
X Link @Convertbond 2025-10-16T16:22Z 140K followers, 12.5K engagements
"It was a pleasure to be the keynote speaker at the CFAL Pension and Economic Conference in the Bahamas. Many thanks to @CFALBahamas - it was a great event Beautiful country; always glad to be back Gratitude 🙏"
X Link @Convertbond 2025-10-17T21:30Z 140K followers, 6439 engagements
"There is a time and a place for Bitcoin but holders must realize that the primary driver of price action over the last decade has been excess liquidity You want to buy Bitcoin sell gold when the ratio enters the 10-20 zone. As liquidity recedes bitcoin drawdowns grow larger"
X Link @Convertbond 2025-10-19T11:28Z 140K followers, 6729 engagements
"Since December through what might be the largest currency debasement narratives in Wall St. history. Every sell-side bank is screaming US dollar debasement: Bitcoin XXX% Palladium +52.4% Gold +62.1% Silver +69.3% Platinum +74.3% Bloomberg data"
X Link @Convertbond 2025-10-19T11:49Z 140K followers, 4866 engagements
"$2.300T vs. $0.261T today"
X Link @Convertbond 2021-10-05T06:10Z 140K followers, XX engagements
"Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt"
X Link @Convertbond 2025-01-04T14:04Z 140K followers, 346.2K engagements
"Hard Financial Assets Two ways out of a $37T hole. X. Debt Jubilee default. X. Financial repression. Massage interest rates below the rate of inflation. In other words come up with excuses to cut interest rates while the serpent that is inflation is alive and well"
X Link @Convertbond 2025-09-04T11:18Z 140K followers, 14.6K engagements
"Hard Assets - The $HL (Hecla Mining) S&P inclusion story today is hilarious. These companies are so under-owned with a tiny float that inclusion moves the stock XX% in a day. *MKTX WAY HL Among XX Cos to Join S&P Smallcap 600"
X Link @Convertbond 2025-09-08T17:46Z 140K followers, 12.7K engagements
"Q4 2025 with $NVDA at $XXX Buys: XX Holds: X Sells: X On the doorstep of the artificial intelligence-induced power crisis with NO realistic (energy) path to more than Pollyannish growth assumptions they love the stock. All the assumed growth needs A LOT more power"
X Link @Convertbond 2025-09-23T02:41Z 140K followers, 6297 engagements
"Nvidia at nearly $4.5T equity market cap trades at 27x sales. A lot more power is needed to justify this rosy outlook. $NVDA will do $165B in 2025 sales but the Street is looking for $206B in 2026 and $275B in 2027. Where is all this power going to come from"
X Link @Convertbond 2025-09-23T02:48Z 140K followers, 6115 engagements
"The loss to private credit investors could be as high as $40B. First Brands balance sheet looks like so many of the mortgage CDO structures from 2007-2008. They want to hide the salami - hide the leverage to produce returns"
X Link @Convertbond 2025-09-30T20:28Z 140K followers, 11.4K engagements
"What kind of morons lend into this kind of capital structure - only in "private credit" - so pathetic OTHER people's money"
X Link @Convertbond 2025-10-01T01:10Z 140K followers, 9078 engagements
"BDC equities are off 20-40% in a raging bull equity market you tell me. The smell of old fish is in the air"
X Link @Convertbond 2025-10-03T21:53Z 140K followers, 10.5K engagements
"Goldman Sachs -- Gold Year-end Target January 2024: $2090 March 2024: $2180 June 2024: $2300 February 2025: $3100"
X Link @Convertbond 2025-10-07T02:34Z 140K followers, 12.9K engagements
"Gold 2025: $4000 2020: $1500 2015: $1100 2010: $1100 2005: $XXX 2000: $XXX *Bloomberg data"
X Link @Convertbond 2025-10-08T02:05Z 140K followers, 35.4K engagements
"Since 2023 there have been XX days when the GLD has moved up X% or more. Eight of them have occurred since April. via @Alpha_Ex_LLC"
X Link @Convertbond 2025-10-08T12:11Z 140K followers, 2971 engagements
"We have a large investment bank close the XX% off its high off more than XX% over the last month and people are chasing tech stocks higher. Where have we seen this show before"
X Link @Convertbond 2025-10-08T20:33Z 140K followers, 99.8K engagements
"Tell a friend today. This classic was published in March 2024; it's going to be in paperback soon. Pick up your hardback before Wednesday. We are coming to a city near you for the inscription. Nassau - Puerto Rico (Oct) Nashville (Nov) Sarasota (Dec)"
X Link @Convertbond 2025-10-10T13:35Z 140K followers, 11.2K engagements
"Markets are Speaking in Recent Days A. US Ten-Year: XXXX% to XXXX% B. Oil: $XXXXX to $XXXXX C. Copper down X% today D. Consumer Staples $XLP recession-resistant stocks +2% You tell me"
X Link @Convertbond 2025-10-14T19:06Z 140K followers, 68K engagements
"Great to be back in the Bahamas. Special thanks to the team at CFAL - we appreciate the opportunity to speak at their conference this week. When Markets Speak a top ten bestseller on Amazon. The great migration is upon us hard assets financial assets. Buckle up"
X Link @Convertbond 2025-10-15T01:08Z 140K followers, 7256 engagements
"2025 Hard Assets $XME +94% AI - Nvidia $SMH +40% AI Semis $SOXX +32% Mag7 $MAGS +17% *The much-heralded SMH ETF unched (0.00%) since Oct X with XME Metals up another XX% if it were a fight a cage match they'd stop it"
X Link @Convertbond 2025-10-15T14:17Z 140K followers, 4433 engagements
"2025 Uranium + Metals $URA +117% Nuclear (Power) $NUKZ +78% Copper $COPX +66% Uranium $URNM +64% Vs. Nasdaq XXX $QQQ +18% Mag7 $MAGS +17% Tesla $TSLA +8% Apple $AAPL -X% Amazon $AMZN -X% Software $CLOU -X% Bloomberg data"
X Link @Convertbond 2025-10-15T22:07Z 140K followers, 6073 engagements
/creator/x::Convertbond