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# ![@JackFarley96 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1092240466135957507.png) @JackFarley96 Jack Farley

Jack Farley posts on X about $spot, china, stocks, $msci the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

### Engagements: XXXXX [#](/creator/twitter::1092240466135957507/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +120%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1092240466135957507/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +75%
- X Months XXX +11%
- X Year XXX -XX%

### Followers: XXXXXX [#](/creator/twitter::1092240466135957507/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:followers.svg)

- X Week XXXXXX +0.21%
- X Month XXXXXX +0.68%
- X Months XXXXXX +3.50%
- X Year XXXXXX +20%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1092240466135957507/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1092240466135957507/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1092240466135957507/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXXX% [finance](/list/finance)  XXXX% [technology brands](/list/technology-brands)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXX% [countries](/list/countries)  XXXX% [social networks](/list/social-networks)  XXXX% [currencies](/list/currencies)  XXXX%

**Social topic influence**
[$spot](/topic/$spot) #4266, [china](/topic/china) 2.13%, [stocks](/topic/stocks) 2.13%, [$msci](/topic/$msci) #13, [$tpl](/topic/$tpl) #23, [$zion](/topic/$zion) #10, [$smh](/topic/$smh) #57, [$spgi](/topic/$spgi) #41, [$smhx](/topic/$smhx) #2, [youtube](/topic/youtube) XXXX%

**Top accounts mentioned or mentioned by**
[@maxwiethe](/creator/undefined) [@tyillc](/creator/undefined) [@citrini7](/creator/undefined) [@a63738464](/creator/undefined) [@aahanprometheus](/creator/undefined) [@julianmi2](/creator/undefined) [@rcwhalen](/creator/undefined) [@muddywatersre](/creator/undefined) [@vaneckuss](/creator/undefined) [@valubull28](/creator/undefined) [@cgasparino](/creator/undefined) [@melmattison1](/creator/undefined) [@bickerinbrattle](/creator/undefined) [@dmtcapital](/creator/undefined) [@kingfinancetv](/creator/undefined) [@levenson_david](/creator/undefined) [@jorgeponce18300](/creator/undefined) [@goc_87](/creator/undefined) [@holdyourwinners](/creator/undefined) [@forwardguidance](/creator/undefined)

**Top assets mentioned**
[Spotify Technology (SPOT)](/topic/$spot) [Msci Inc (MSCI)](/topic/$msci) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [Zions Bancorporation, NA. (ZION)](/topic/$zion) [Spacemesh (SMH)](/topic/$smh) [S&P Global Inc (SPGI)](/topic/$spgi) [Walrus (WAL)](/topic/$wal) [Franco-Nevada Corporation (FNV)](/topic/$fnv) [Wheaton Precious Metals Corp. Common Stock (WPM)](/topic/$wpm) [Bank of America (BAC)](/topic/bank-of-america) [Mastercard, Inc. (MA)](/topic/$ma) [Moody's Corporation (MCO)](/topic/$mco) [Flagstar Financial, Inc. (FLG)](/topic/$flg) [Silvergate Capital Corporation (SI)](/topic/silvergate) [Signature Bank (SBNY)](/topic/$sbny) [SVB Financial Group (SIVBQ)](/topic/$sivb) [QMMM Holdings Limited Ordinary Shares (QMMM)](/topic/$qmmm) [Shieldeum (SDM)](/topic/$sdm) [OBOOK Holdings Inc. Class A Common Shares (OWLS)](/topic/$owls) [OwlDAO (OWL)](/topic/$owl) [Jefferies Financial Group Inc. (JEF)](/topic/$jef) [Basis Cash (BAC)](/topic/$bac) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Decentral Games ICE (ICE)](/topic/$ice) [American Express Company (AXP)](/topic/$axp) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [CME Group Inc (CME)](/topic/$cme) [Metadium (META)](/topic/$meta) [Nasdaq Inc (NDAQ)](/topic/$ndaq) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Verisk Analytics, Inc. (VRSK)](/topic/$vrsk) [Taiwan Semiconductor (TSM)](/topic/$tsm) [Deere & Company (DE)](/topic/$de) [Morningstar, Inc. (MORN)](/topic/$morn) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Comerica, Inc. (CMA)](/topic/$cma)
### Top Social Posts [#](/creator/twitter::1092240466135957507/posts)
---
Top posts by engagements in the last XX hours

"OUT NOW - banks have been hiding sour loans via VERY HIGH levels of "loan mods" & "note-on-note financings" Opacity rules the day. Apple Spotify YouTube 1/4"  
[X Link](https://x.com/JackFarley96/status/1960352836614848691) [@JackFarley96](/creator/x/JackFarley96) 2025-08-26T14:45Z 80.6K followers, 201.3K engagements


"Bill Moreland of BankRegData is a pioneer in tracking FDIC Call Report data on banks. Here is Flagstar's $FLG nonperforming Loans in its multifamily loan book. Pretty gruesome. It gets worse when you look at loan modification. Sponsor 2/4"  
[X Link](https://x.com/JackFarley96/status/1960352842427847124) [@JackFarley96](/creator/x/JackFarley96) 2025-08-26T14:45Z 80.6K followers, 5681 engagements


"OUT NOW - @Brad_Setser on: - Why China's trade surplus is back & bigger than ever - What China is doing with its new reserves - Why U.S. should ask for Yuan (CNY) to strengthen Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1977796876989526108) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T18:01Z 80.6K followers, 72.1K engagements


"Credit card delinquencies at JPMorgan are DOWN year-over-year yet again (2.20%=2.14% for 30+ day 1.10%=1.07% for XX day) Meanwhile credit/debit spend up XXX% Year-over-year"  
[X Link](https://x.com/JackFarley96/status/1978059279425818687) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T11:24Z 80.6K followers, 35.8K engagements


"Gerald Mancil one of the real estate borrowers accused of loan fraud (the reason bank stocks were down XXX% today $WAL $ZION) did a podcast X months ago"  
[X Link](https://x.com/JackFarley96/status/1978987252437889468) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T00:51Z 80.6K followers, 45.7K engagements


"@wabuffo @BickerinBrattle because it ran out of money yeah. Whether deposits at the Fed (reservers) deposits at other banks or t-bills it's all cash"  
[X Link](https://x.com/JackFarley96/status/1979004730274668823) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T02:01Z 80.6K followers, 2397 engagements


"Interesting"  
[X Link](https://x.com/JackFarley96/status/1979010217212842302) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T02:22Z 80.6K followers, 13.2K engagements


"Precious metal royalty/streamers going on sale today $FNV $WPM"  
[X Link](https://x.com/JackFarley96/status/1979204214199931233) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T15:13Z 80.6K followers, 6035 engagements


"Same with Wells by the way Credit Card Delinquencies down year-over-year (2.87%=2.69% for 30+ day 1.43%=1.34% for 90+ day)"  
[X Link](https://x.com/JackFarley96/status/1978061577925304752) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T11:33Z 80.6K followers, 62K engagements


"Credit card delinquencies at Bank of America DOWN year-over-year"  
[X Link](https://x.com/JackFarley96/status/1978452177883439456) [@JackFarley96](/creator/x/JackFarley96) 2025-10-15T13:25Z 80.6K followers, 44.9K engagements


"NEW BANK & CREDIT EPISODE OUT ON: - Cali CRE fraud allegations $ZION $WAL - Jamie's warning: 'There's never just one cockroach' - Jefferies' response to First Brands situation - Consumer credit strengthens Spotify YouTube📽"  
[X Link](https://x.com/JackFarley96/status/1979603901914771731) [@JackFarley96](/creator/x/JackFarley96) 2025-10-18T17:42Z 80.6K followers, 5543 engagements


"Of the X bank stocks that went to X in 2023 @thebankzhar shorted all X. Here is Brad breaking down his trades on the X failed banks (Silicon Valley Bank $SIVBQ Silvergate $SICPQ Signature $SBNY First Republic $FRCB Republic First $FRBKQ)"  
[X Link](https://x.com/JackFarley96/status/1886508456955269397) [@JackFarley96](/creator/x/JackFarley96) 2025-02-03T20:14Z 80.5K followers, 9085 engagements


"Transparency is always good. Pump and Dump Scams are bad and I'm pleased to see @SECGov crackdown on Chinese stock scams. I'm also pleased that none of my concentrated positions in Chinese small-caps are on Edwin's list 😄"  
[X Link](https://x.com/JackFarley96/status/1973484317432271264) [@JackFarley96](/creator/x/JackFarley96) 2025-10-01T20:25Z 80.5K followers, 8670 engagements


"@Citrini7 $OWL's non-controlling interest is insane. They have like X share classes $OWL does not even own that much of the company"  
[X Link](https://x.com/JackFarley96/status/1973808200895107344) [@JackFarley96](/creator/x/JackFarley96) 2025-10-02T17:52Z 80.5K followers, 1915 engagements


"I own and like $ASML (wish I owned more). If there were more dominant companies I'd love to own them. $LVMH is intriguing But to pretend that U.S. stocks and Euro stocks are the same in terms of quality and growth is just cope. For example Zegna I love their products their operating margins are XX% Compare that to $MSCI or $V. No thank you"  
[X Link](https://x.com/JackFarley96/status/1976281000192716876) [@JackFarley96](/creator/x/JackFarley96) 2025-10-09T13:38Z 80.5K followers, XXX engagements


"A little stale but great primer on BDCs which are trading weak on First Brands private credit bankruptcy From Raymond James"  
[X Link](https://x.com/JackFarley96/status/1976458664891609497) [@JackFarley96](/creator/x/JackFarley96) 2025-10-10T01:24Z 80.5K followers, 6553 engagements


"The potential credit losses for $JEF Goldman estimates at $XX Million (5.9% equity in Point Bonita which has $XXX loss exposure to First Brands)"  
[X Link](https://x.com/JackFarley96/status/1976779014846234771) [@JackFarley96](/creator/x/JackFarley96) 2025-10-10T22:36Z 80.5K followers, 23.3K engagements


"Loan market already pulling deals"  
[X Link](https://x.com/JackFarley96/status/1976843697930043597) [@JackFarley96](/creator/x/JackFarley96) 2025-10-11T02:54Z 80.6K followers, 50.7K engagements


"OUT NOW - Panic on Wall Street on spillover from First Brands' $10B+ bankruptcy credit strains in BDCs and Trump's XXX% China tariff wrecks stocks & crypto @maxwiethe & I break it down: Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1977010656378515596) [@JackFarley96](/creator/x/JackFarley96) 2025-10-11T13:57Z 80.5K followers, 56.3K engagements


"What has actually happened to U.S. imports since Liberation Day. Total volumes haven't changed much but the composition HAS. A lot less from China and more from Southeast Asia. @Brad_Setser explains: Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1977809171719631188) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T18:50Z 80.6K followers, 5993 engagements


"@hankparmstrong impossible to know by just looking at investor presentations and even supplements. 10Q/10K and FDIC call report I think a lot of the modification "games" are in CRE and C&I. Not too sure about consumer. I should have Bill back on"  
[X Link](https://x.com/JackFarley96/status/1978060849785765949) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T11:30Z 80.5K followers, XXX engagements


""But the other semiconductor ETFs have these three companies as their top holdings too" maybe but the other semi ETFs have underperformed $SMH (VanEck's original semi ETF) 2/4"  
[X Link](https://x.com/JackFarley96/status/1978096117796495604) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.5K followers, XXX engagements


"End of Fed's Quantitative Tightening (QT) approaches. Powell: "Our long-stated plan is to stop balance sheet runoff when reserves are somewhat above the level we judge consistent with ample reserve conditions. We may approach that point in coming months""  
[X Link](https://x.com/JackFarley96/status/1978173899767509356) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T18:59Z 80.5K followers, 8353 engagements


"Bank of America's credit loss provisions decline massively $BAC Bears in shambles once again"  
[X Link](https://x.com/JackFarley96/status/1978445981956887007) [@JackFarley96](/creator/x/JackFarley96) 2025-10-15T13:00Z 80.5K followers, 4072 engagements


"@iamtomnash $MA $V $TPL $SPGI $MSCI $AAPL $GOOGL $META $MCO $NDAQ $ICE $BKNG $NVDA $VRSK $TSM $AMZN $HESAY $AXP $DE $CME $MORN"  
[X Link](https://x.com/JackFarley96/status/1969119858181750898) [@JackFarley96](/creator/x/JackFarley96) 2025-09-19T19:22Z 80.6K followers, 2978 engagements


"Evidence that the data center buildout is just getting started Excellent piece from Citrini"  
[X Link](https://x.com/JackFarley96/status/1972652406770118907) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:19Z 80.6K followers, 49.1K engagements


"the baskets in the piece has some interesting names. I might add $TPL their attributable natural gas production is impressive and it is undermonetized because of a lack of infrastructure (that other companies are building rn). Also $SMH & $SMHX from my sponsor VanEck"  
[X Link](https://x.com/JackFarley96/status/1972654085615538301) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:25Z 80.6K followers, 4590 engagements


"Fwiw I technically don't own $TPL as of now because I sold it for tax loss harvesting purposes this month (bad timing I know). But to be clear I like it a lot"  
[X Link](https://x.com/JackFarley96/status/1972654087335276954) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T13:25Z 80.6K followers, 3904 engagements


"@Tejanobrown $TPL keeps reporting more and more production in the royalty areas it controls Curious who the expert is. My DMs are open"  
[X Link](https://x.com/JackFarley96/status/1972802718155882667) [@JackFarley96](/creator/x/JackFarley96) 2025-09-29T23:16Z 80.6K followers, XXX engagements


"Patrick @PPGMacro on opaque "pirate credit" market & recent bankruptcies: "there are a lot more First Brands & Tricolors out there than people are willing to admit" Apple Spotify"  
[X Link](https://x.com/JackFarley96/status/1973808526163419345) [@JackFarley96](/creator/x/JackFarley96) 2025-10-02T17:53Z 80.6K followers, 7525 engagements


"Funny meme. @Larryjamieson_ has written pieces on $MCO & $MSCI and since over half of $SPGI's EBITDA is from ratings and indices (Moody's & MSCI's businesses basically) he probably is that guy (and so am I)"  
[X Link](https://x.com/JackFarley96/status/1975347663836226030) [@JackFarley96](/creator/x/JackFarley96) 2025-10-06T23:49Z 80.6K followers, 14K engagements


"Video version will be available on Spotify :)"  
[X Link](https://x.com/JackFarley96/status/1977773273309159633) [@JackFarley96](/creator/x/JackFarley96) 2025-10-13T16:27Z 80.6K followers, 3745 engagements


"OpenAI has announced deals with three of the top holdings of $SMHX 1/4"  
[X Link](https://x.com/JackFarley96/status/1978096115254706221) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 4340 engagements


"Here is $SMHX vs. $SMH vs. $SOXX since $SMHX's inception I wouldn't be too bearish on fab side someone's going to have to actually fab these chips. See my fireside chat w @angusshillingto & @NickFrasse: Apple Spotify 3/4"  
[X Link](https://x.com/JackFarley96/status/1978096119923036563) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 3751 engagements


"Disclosure: VanEck is a sponsor of my media company the Monetary Matters podcast network 4/4"  
[X Link](https://x.com/JackFarley96/status/1978096122460602732) [@JackFarley96](/creator/x/JackFarley96) 2025-10-14T13:50Z 80.6K followers, 3318 engagements


"@exio175089 have never owned it but have owned Naspers from time to time because of its exposure to Tencent. The case is the same"  
[X Link](https://x.com/JackFarley96/status/1979257713575031168) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T18:46Z 80.6K followers, XX engagements


"OUT NOW - how @JulianMI2 sees things: - Trump admin wants Fed to enact financial repression - precious metals have room to run - complacency in equity market is building 1/3"  
[X Link](https://x.com/JackFarley96/status/1972340899503124526) [@JackFarley96](/creator/x/JackFarley96) 2025-09-28T16:41Z 80.6K followers, 50.8K engagements


"@gordocap18 where did he say this I like $SPGI. And $MSCI"  
[X Link](https://x.com/JackFarley96/status/1973475963163038111) [@JackFarley96](/creator/x/JackFarley96) 2025-10-01T19:51Z 80.6K followers, 1245 engagements


"On Fifth Third $FITB acquiring Comerica $CMA. it's cool to see a takeover proposal by an investment firm and then to see it actually happen a few months later. Congratulations to @HoldCoAM"  
[X Link](https://x.com/JackFarley96/status/1975615102830207266) [@JackFarley96](/creator/x/JackFarley96) 2025-10-07T17:32Z 80.6K followers, 7946 engagements


"President Trump: Don't worry about China"  
[X Link](https://x.com/JackFarley96/status/1977418236921795055) [@JackFarley96](/creator/x/JackFarley96) 2025-10-12T16:57Z 80.6K followers, 307.7K engagements


"They have extremely long-lived assets that make money every year with extremely low capital commitments. A level of capital-light-ness that is on the level of $MSCI $MA Capital light businesses deserve a higher multiple because they are less risky from a business perspective (not share prie) $FNV $WPM are extremely low risk. They have no debt. I'd love it if $WPM or $FNV issued a few billion in debt and bought back some shares. Oh well the more junior royalty companies can be very spec. Metalla for example has yet to deliver the goods (I bet it does but I do not own and doubt I will tbh)"  
[X Link](https://x.com/JackFarley96/status/1979211194180288814) [@JackFarley96](/creator/x/JackFarley96) 2025-10-17T15:41Z 80.6K followers, XXX engagements


"@NaplesRunner I didn't mention that because we focused on the $ZION Cali CRE loan. But yeah Cantor"  
[X Link](https://x.com/JackFarley96/status/1979684100866023870) [@JackFarley96](/creator/x/JackFarley96) 2025-10-18T23:00Z 80.6K followers, XX engagements