[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.] #  @Market_heretic Market Heretic Market Heretic posts on X about money, china, lack of, momentum the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1899716704466575360/interactions)  - X Week XXXXXX +27% - X Month XXXXXXX +298% - X Months XXXXXXX +392% ### Mentions: XX [#](/creator/twitter::1899716704466575360/posts_active)  - X Week XX -XX% - X Month XXX +42% - X Months XXX +790% ### Followers: XXXXX [#](/creator/twitter::1899716704466575360/followers)  - X Week XXXXX +10% - X Month XXXXX +16% - X Months XXXXX +289% ### CreatorRank: XXXXXXX [#](/creator/twitter::1899716704466575360/influencer_rank)  ### Social Influence [#](/creator/twitter::1899716704466575360/influence) --- **Social category influence** [finance](/list/finance) #6506 [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXXX% **Social topic influence** [money](/topic/money) #2208, [china](/topic/china) 5.36%, [lack of](/topic/lack-of) #43, [momentum](/topic/momentum) #324, [long term](/topic/long-term) #876, [bitcoin](/topic/bitcoin) 3.57%, [debt](/topic/debt) #1921, [and it](/topic/and-it) 1.79%, [curve](/topic/curve) 1.79%, [surge](/topic/surge) XXXX% **Top accounts mentioned or mentioned by** [@zerohedge](/creator/undefined) [@kobeissiletter](/creator/undefined) [@pinkcasso13](/creator/undefined) [@puckerbrush21](/creator/undefined) [@itsallafugazi23](/creator/undefined) [@mylesmcnulty](/creator/undefined) [@mkangoresources](/creator/undefined) [@jktadave](/creator/undefined) [@bluebird_invest](/creator/undefined) [@toddsalvo](/creator/undefined) [@laithkhdair20](/creator/undefined) [@masi_mampofu](/creator/undefined) [@swann101xke](/creator/undefined) [@unusualwhales](/creator/undefined) [@mrderivatives](/creator/undefined) [@bluebirdinvest](/creator/undefined) [@alansharp](/creator/undefined) [@watcherguru](/creator/undefined) [@syntheticxlong](/creator/undefined) [@samanthaladuc](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) ### Top Social Posts [#](/creator/twitter::1899716704466575360/posts) --- Top posts by engagements in the last XX hours "🕯 Sunday Sanctum #19: The Energy Choke - Power Patience and the Toll Road to AI Markets can print capital. They cant print capacity. The AI boom wont stall for lack of money it will stall on time: interconnection queues transformer waits and gas turbines that show up in years not quarters. The lights dont dim because the checkbook closes; but because steel cant bend faster than physics. At first it was a whisper one data center then two. Now its a drumbeat. Come back later is the new consent form. So what are the solutions Solar It wants to sprint; but the connection gate is walking and the" [X Link](https://x.com/Market_heretic/status/1979898160689684649) [@Market_heretic](/creator/x/Market_heretic) 2025-10-19T13:11Z 3840 followers, 37.8K engagements "@Swann101xke That's part of what makes this setup so interesting. I often find the best opportunity and risk reward setups in the most hated places. If the demand comes through the capital should follow even for a formerly unloved name" [X Link](https://x.com/Market_heretic/status/1980064821132570891) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T00:13Z 3838 followers, 1477 engagements "ET also has an extremely attractive chart for a mean reversion or reveral of trend. It sits in the lower quarter of its long-term mean reversion band. Momentum (MACD RSI) is quietly turning upward while price rests on a high-volume node thats acted as support for nearly a year. Reversal setups rarely align this cleanly: value structure and signal all converging. Its rare to find such under-valued assets in a melt-up. The valuation and technicals only make this setup more compelling" [X Link](https://x.com/Market_heretic/status/1980253027383787719) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T12:41Z 3839 followers, 3311 engagements "@zerohedge This move was long overdue I've been saying gold has looked frothy for a while now. Gold's long term tailwind remains one of the strongest in the market but short term it was pure momentum and mania. Even hard assets arent immune to the boom-and-bust cycles" [X Link](https://x.com/Market_heretic/status/1982909806550860062) [@Market_heretic](/creator/x/Market_heretic) 2025-10-27T20:38Z 3840 followers, 3274 engagements "Agreed and it applies across all assets along the risk curve. They are all ultimately reflections of liquidity. Were already seeing flows rotate out of gold and back toward Bitcoin just as they have in past cycles. Tthe Fed has little choice but to end QT soon. The banking system is running out of air. All signs point to a powerful crypto surge into year-end and Q1 2026" [X Link](https://x.com/Market_heretic/status/1982965071371436518) [@Market_heretic](/creator/x/Market_heretic) 2025-10-28T00:18Z 3841 followers, XXX engagements "@zerohedge I wouldnt want to face Bessent across the table during a negotiation. Hes not a policymaker hes a market tactician a former global hedge fund manager. Few living minds grasp the currents of money like he does. And unfortunately for China hes who they have to deal with" [X Link](https://x.com/Market_heretic/status/1980103379688026356) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T02:46Z 3718 followers, 25.4K engagements "@KobeissiLetter I dont see a world where this trend stops anytime soon. Geopolitical tension and distrust between nations are compounding year after year. The long-term tailwind for gold looks as solid as the metal itself even if the near-term price action is frothy" [X Link](https://x.com/Market_heretic/status/1982183047056519656) [@Market_heretic](/creator/x/Market_heretic) 2025-10-25T20:30Z 3719 followers, XXX engagements "@WatcherGuru Carney keeps pretending Canada has leverage. They dont and Trump knows it. Everyone knows it. This political posturing hurts Canadians most. Drawing lines in the sand based on politics not reality is a great way to destroy your own country" [X Link](https://x.com/Market_heretic/status/1982185967428710653) [@Market_heretic](/creator/x/Market_heretic) 2025-10-25T20:42Z 3717 followers, 2059 engagements "This is the way for those who have the requisite discipline. Great idea. I think its important to compartmentalize it in this way though if one is going to capture the best of both worlds. For example credit cards. I've personally made far more off of credit cards than they have ever made off of me but I realize very very few people have the discipline to make that statement otherwise credit card companies would be out of business. So for the average person it would be very important to keep this as a very cleanly defined "I don't touch this" bucket of their finances to prevent discipline" [X Link](https://x.com/Market_heretic/status/1982281198262169753) [@Market_heretic](/creator/x/Market_heretic) 2025-10-26T03:00Z 3719 followers, XXX engagements "The implication here is were on the cusp of a melt-up before the crash. Hedge-fund leverage is off the chart everyones max long. All roads lead higher for now. Leverage this high tends to fuel melt-ups until one spark turns rebalancing into contagion. The higher it climbs the thinner the air and the faster it burns when the wind shifts. I track these pressure points before they give way. Follow for the map" [X Link](https://x.com/Market_heretic/status/1982569177157427563) [@Market_heretic](/creator/x/Market_heretic) 2025-10-26T22:05Z 3721 followers, 1948 engagements "For those who dont follow the implication here: China just reported strong GDP growth and industrial output for Q3. But power generation only rose XXX% year-over-year. Electricity usage is one of the hardest economic metrics to fake. If the economy were really running that hot power demand should be soaring. That means the recovery isnt as strong as the official numbers suggest. That being said Chinese PMI prints have started trending upwards the last few months a major sign that their economy is actually starting to grow again. I track these metrics closely follow along if you want the map" [X Link](https://x.com/Market_heretic/status/1980097675212337383) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T02:24Z 3826 followers, 1699 engagements "For those who don't speak liquidity: The Feds buffer is evaporating. Reverse Repos are collapsing. Standing Repos are surging. That means Banks are now borrowing from the Fed instead of lending to it. The FED's QT cycle is destined to end soon due to the system becoming too fragile. I closely follow and map liquidity tides regularly Follow if you want to see the next pivot before the tide turns" [X Link](https://x.com/Market_heretic/status/1981463755587539006) [@Market_heretic](/creator/x/Market_heretic) 2025-10-23T20:52Z 3748 followers, 11.8K engagements "Theyre still arguing about risk premia. Still chasing fundamentals. But I believe markets move on myth not math. Retail just believes the story first thats why they keep winning. Story drives markets. Myth drives story. I can't wait to share this framework with you someday" [X Link](https://x.com/Market_heretic/status/1981641761719235003) [@Market_heretic](/creator/x/Market_heretic) 2025-10-24T08:39Z 3826 followers, XXX engagements "This one always splits people. Would you rather tie up capital to pay off your mortgage early or leverage cheap debt and try to outrun the money printer I know where I stand but Im unbelievably curious how you all see it. Ill share my belief if enough of you share first. I think this is an important one to work through" [X Link](https://x.com/Market_heretic/status/1982263689068822999) [@Market_heretic](/creator/x/Market_heretic) 2025-10-26T01:51Z 3821 followers, 3811 engagements "This is going to be a fun one to work through. It sits right at the crossroads I love to live in between data and story numbers and narrative. Ill listen for a while before I speak. Theres wisdom in the divide of ideas here" [X Link](https://x.com/Market_heretic/status/1982282527776854097) [@Market_heretic](/creator/x/Market_heretic) 2025-10-26T03:05Z 3803 followers, XXX engagements "@syntheticxlong @KobeissiLetter @SamanthaLaDuc Just a game of odds as always. But the macro and policy backdrop is screaming rising growth at all costs To me. So inflation likely isnt too far behind in my mind. Time will tell" [X Link](https://x.com/Market_heretic/status/1983008502105993440) [@Market_heretic](/creator/x/Market_heretic) 2025-10-28T03:10Z 3771 followers, XX engagements "4. Patience with Aggression The big money is not in the buying and selling but in the waiting. Charlie Munger Munger waited like a monk. Then struck like a god. He didnt swing often. But when the fat pitch came he hit with size and certainty. Just like his business partner Buffet. The key Dont force action. Let clarity arrive. Then act without hesitation" [X Link](https://x.com/Market_heretic/status/1983157894620328165) [@Market_heretic](/creator/x/Market_heretic) 2025-10-28T13:04Z 3828 followers, XX engagements "Charlie Mungers wisdom is forged in reality. He didnt chase brilliance. He sidestepped disaster. He stayed in his lane. He waited for his pitch. And when it came he swung with lethal calm. Month X taught us to invert the game. To think like survivors. To invest like assassins. Munger didnt teach shortcuts. He taught survival" [X Link](https://x.com/Market_heretic/status/1983157896344154385) [@Market_heretic](/creator/x/Market_heretic) 2025-10-28T13:04Z 3813 followers, XXX engagements "A few other names to keep on your radar in the coming AI-energy choke: Baker Hughes (BKR): The engine room. BKR sells the smaller and mid-size turbines the ones that can actually be deployed now while the giant units wait years on back-order. Orders pile up first; multi-year service revenue follows. A clean turbine play that should see massive demand as midstream ramps capacity. Most overlook BKR because theyre focused on the megaprojects years away not the hardware needed to expand supply right now. Archrock (AROC): They rent the compressors and crews that push gas through the pipes. When" [X Link](https://x.com/Market_heretic/status/1983340679083565327) [@Market_heretic](/creator/x/Market_heretic) 2025-10-29T01:10Z 3840 followers, 1292 engagements "Copper is flirting with another breakout. When liquidity returns itll likely be one of the first to catch fire. Some of the capital bleeding out of Gold will flow to Bitcoin. Some will flow to Copper. The growth narrative is strengthening and China tensions are easing - both are wind at Coppers back. Its already been a powerful run but this is a longer arc I'm referring to a structural shift of the macro tide to come soon" [X Link](https://x.com/Market_heretic/status/1983471955924910282) [@Market_heretic](/creator/x/Market_heretic) 2025-10-29T09:52Z 3841 followers, XXX engagements "Well said Andy. I describe something very similar when people ask about risk tolerance you want enough risk to feel slightly uncomfortable but not enough to keep you up at night. That Goldilocks zone is where most investors do their best work. And that level feels different for everyone" [X Link](https://x.com/Market_heretic/status/1983479380505752000) [@Market_heretic](/creator/x/Market_heretic) 2025-10-29T10:21Z 3840 followers, XXX engagements "The Shield has been forged. The long-awaited Scroll is open to all who seek income that survives any storm. The age of 60/40 is over - this is what replaces it. Long live the Yield Shield" [X Link](https://x.com/Market_heretic/status/1983517416199233639) [@Market_heretic](/creator/x/Market_heretic) 2025-10-29T12:52Z 3840 followers, XXX engagements "@zerohedge Chinas housing market is imploding. Their media can spin it all they want but the economy is hanging by a thread. A deal with the U.S. is coming. So is massive stimulus. Its the only way out. We just have to suffer through more endless posturing first" [X Link](https://x.com/Market_heretic/status/1980087764818538622) [@Market_heretic](/creator/x/Market_heretic) 2025-10-20T01:44Z 3833 followers, 1380 engagements "There are a ton of different plays that are viable but I still personally favor SCCO as the long term vehicle for this trade. It's just a very solid company. Huge reserves first-quartile costs clean balance sheet and consistent execution. Its not the flashiest copper name but its the one most likely to keep printing cash through every part of the cycle. That being said its up something like XX% since I first said I favored it so it's obviously a less attractive entry here" [X Link](https://x.com/Market_heretic/status/1983477720576037003) [@Market_heretic](/creator/x/Market_heretic) 2025-10-29T10:15Z 3837 followers, XX engagements "So many swore the cycle was ending stagflation recession collapse. Yet growth never wavered. Ive said it all year: this isnt a dying economy its a rising-growth one. And in 2026 I expect it to be rising-inflation as well born of fire and policy. Yet so few are positioned for what is to come" [X Link](https://x.com/Market_heretic/status/1983153337597096020) [@Market_heretic](/creator/x/Market_heretic) 2025-10-28T12:46Z 3841 followers, 1211 engagements "@puckerbrush21 In my testing precious metals and crypto belong in a portfolio supporting this portfolio not as a part of it. Hope this helps. I tried to make Gold and BTC fit but square pegs and circle holes they mess with the risk reward too much" [X Link](https://x.com/Market_heretic/status/1983550962968207741) [@Market_heretic](/creator/x/Market_heretic) 2025-10-29T15:06Z 3840 followers, XX 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.]
@Market_heretic Market Heretic
Market Heretic posts on X about money, china, lack of, momentum the most. They currently have XXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXX +27%
- X Month XXXXXXX +298%
- X Months XXXXXXX +392%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +42%
- X Months XXX +790%
Followers: XXXXX #
- X Week XXXXX +10%
- X Month XXXXX +16%
- X Months XXXXX +289%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #6506 countries XXXX% cryptocurrencies XXXX% exchanges XXXX%
Social topic influence money #2208, china 5.36%, lack of #43, momentum #324, long term #876, bitcoin 3.57%, debt #1921, and it 1.79%, curve 1.79%, surge XXXX%
Top accounts mentioned or mentioned by @zerohedge @kobeissiletter @pinkcasso13 @puckerbrush21 @itsallafugazi23 @mylesmcnulty @mkangoresources @jktadave @bluebird_invest @toddsalvo @laithkhdair20 @masi_mampofu @swann101xke @unusualwhales @mrderivatives @bluebirdinvest @alansharp @watcherguru @syntheticxlong @samanthaladuc
Top assets mentioned Bitcoin (BTC)
Top Social Posts #
Top posts by engagements in the last XX hours
"🕯 Sunday Sanctum #19: The Energy Choke - Power Patience and the Toll Road to AI Markets can print capital. They cant print capacity. The AI boom wont stall for lack of money it will stall on time: interconnection queues transformer waits and gas turbines that show up in years not quarters. The lights dont dim because the checkbook closes; but because steel cant bend faster than physics. At first it was a whisper one data center then two. Now its a drumbeat. Come back later is the new consent form. So what are the solutions Solar It wants to sprint; but the connection gate is walking and the"
X Link @Market_heretic 2025-10-19T13:11Z 3840 followers, 37.8K engagements
"@Swann101xke That's part of what makes this setup so interesting. I often find the best opportunity and risk reward setups in the most hated places. If the demand comes through the capital should follow even for a formerly unloved name"
X Link @Market_heretic 2025-10-20T00:13Z 3838 followers, 1477 engagements
"ET also has an extremely attractive chart for a mean reversion or reveral of trend. It sits in the lower quarter of its long-term mean reversion band. Momentum (MACD RSI) is quietly turning upward while price rests on a high-volume node thats acted as support for nearly a year. Reversal setups rarely align this cleanly: value structure and signal all converging. Its rare to find such under-valued assets in a melt-up. The valuation and technicals only make this setup more compelling"
X Link @Market_heretic 2025-10-20T12:41Z 3839 followers, 3311 engagements
"@zerohedge This move was long overdue I've been saying gold has looked frothy for a while now. Gold's long term tailwind remains one of the strongest in the market but short term it was pure momentum and mania. Even hard assets arent immune to the boom-and-bust cycles"
X Link @Market_heretic 2025-10-27T20:38Z 3840 followers, 3274 engagements
"Agreed and it applies across all assets along the risk curve. They are all ultimately reflections of liquidity. Were already seeing flows rotate out of gold and back toward Bitcoin just as they have in past cycles. Tthe Fed has little choice but to end QT soon. The banking system is running out of air. All signs point to a powerful crypto surge into year-end and Q1 2026"
X Link @Market_heretic 2025-10-28T00:18Z 3841 followers, XXX engagements
"@zerohedge I wouldnt want to face Bessent across the table during a negotiation. Hes not a policymaker hes a market tactician a former global hedge fund manager. Few living minds grasp the currents of money like he does. And unfortunately for China hes who they have to deal with"
X Link @Market_heretic 2025-10-20T02:46Z 3718 followers, 25.4K engagements
"@KobeissiLetter I dont see a world where this trend stops anytime soon. Geopolitical tension and distrust between nations are compounding year after year. The long-term tailwind for gold looks as solid as the metal itself even if the near-term price action is frothy"
X Link @Market_heretic 2025-10-25T20:30Z 3719 followers, XXX engagements
"@WatcherGuru Carney keeps pretending Canada has leverage. They dont and Trump knows it. Everyone knows it. This political posturing hurts Canadians most. Drawing lines in the sand based on politics not reality is a great way to destroy your own country"
X Link @Market_heretic 2025-10-25T20:42Z 3717 followers, 2059 engagements
"This is the way for those who have the requisite discipline. Great idea. I think its important to compartmentalize it in this way though if one is going to capture the best of both worlds. For example credit cards. I've personally made far more off of credit cards than they have ever made off of me but I realize very very few people have the discipline to make that statement otherwise credit card companies would be out of business. So for the average person it would be very important to keep this as a very cleanly defined "I don't touch this" bucket of their finances to prevent discipline"
X Link @Market_heretic 2025-10-26T03:00Z 3719 followers, XXX engagements
"The implication here is were on the cusp of a melt-up before the crash. Hedge-fund leverage is off the chart everyones max long. All roads lead higher for now. Leverage this high tends to fuel melt-ups until one spark turns rebalancing into contagion. The higher it climbs the thinner the air and the faster it burns when the wind shifts. I track these pressure points before they give way. Follow for the map"
X Link @Market_heretic 2025-10-26T22:05Z 3721 followers, 1948 engagements
"For those who dont follow the implication here: China just reported strong GDP growth and industrial output for Q3. But power generation only rose XXX% year-over-year. Electricity usage is one of the hardest economic metrics to fake. If the economy were really running that hot power demand should be soaring. That means the recovery isnt as strong as the official numbers suggest. That being said Chinese PMI prints have started trending upwards the last few months a major sign that their economy is actually starting to grow again. I track these metrics closely follow along if you want the map"
X Link @Market_heretic 2025-10-20T02:24Z 3826 followers, 1699 engagements
"For those who don't speak liquidity: The Feds buffer is evaporating. Reverse Repos are collapsing. Standing Repos are surging. That means Banks are now borrowing from the Fed instead of lending to it. The FED's QT cycle is destined to end soon due to the system becoming too fragile. I closely follow and map liquidity tides regularly Follow if you want to see the next pivot before the tide turns"
X Link @Market_heretic 2025-10-23T20:52Z 3748 followers, 11.8K engagements
"Theyre still arguing about risk premia. Still chasing fundamentals. But I believe markets move on myth not math. Retail just believes the story first thats why they keep winning. Story drives markets. Myth drives story. I can't wait to share this framework with you someday"
X Link @Market_heretic 2025-10-24T08:39Z 3826 followers, XXX engagements
"This one always splits people. Would you rather tie up capital to pay off your mortgage early or leverage cheap debt and try to outrun the money printer I know where I stand but Im unbelievably curious how you all see it. Ill share my belief if enough of you share first. I think this is an important one to work through"
X Link @Market_heretic 2025-10-26T01:51Z 3821 followers, 3811 engagements
"This is going to be a fun one to work through. It sits right at the crossroads I love to live in between data and story numbers and narrative. Ill listen for a while before I speak. Theres wisdom in the divide of ideas here"
X Link @Market_heretic 2025-10-26T03:05Z 3803 followers, XXX engagements
"@syntheticxlong @KobeissiLetter @SamanthaLaDuc Just a game of odds as always. But the macro and policy backdrop is screaming rising growth at all costs To me. So inflation likely isnt too far behind in my mind. Time will tell"
X Link @Market_heretic 2025-10-28T03:10Z 3771 followers, XX engagements
"4. Patience with Aggression The big money is not in the buying and selling but in the waiting. Charlie Munger Munger waited like a monk. Then struck like a god. He didnt swing often. But when the fat pitch came he hit with size and certainty. Just like his business partner Buffet. The key Dont force action. Let clarity arrive. Then act without hesitation"
X Link @Market_heretic 2025-10-28T13:04Z 3828 followers, XX engagements
"Charlie Mungers wisdom is forged in reality. He didnt chase brilliance. He sidestepped disaster. He stayed in his lane. He waited for his pitch. And when it came he swung with lethal calm. Month X taught us to invert the game. To think like survivors. To invest like assassins. Munger didnt teach shortcuts. He taught survival"
X Link @Market_heretic 2025-10-28T13:04Z 3813 followers, XXX engagements
"A few other names to keep on your radar in the coming AI-energy choke: Baker Hughes (BKR): The engine room. BKR sells the smaller and mid-size turbines the ones that can actually be deployed now while the giant units wait years on back-order. Orders pile up first; multi-year service revenue follows. A clean turbine play that should see massive demand as midstream ramps capacity. Most overlook BKR because theyre focused on the megaprojects years away not the hardware needed to expand supply right now. Archrock (AROC): They rent the compressors and crews that push gas through the pipes. When"
X Link @Market_heretic 2025-10-29T01:10Z 3840 followers, 1292 engagements
"Copper is flirting with another breakout. When liquidity returns itll likely be one of the first to catch fire. Some of the capital bleeding out of Gold will flow to Bitcoin. Some will flow to Copper. The growth narrative is strengthening and China tensions are easing - both are wind at Coppers back. Its already been a powerful run but this is a longer arc I'm referring to a structural shift of the macro tide to come soon"
X Link @Market_heretic 2025-10-29T09:52Z 3841 followers, XXX engagements
"Well said Andy. I describe something very similar when people ask about risk tolerance you want enough risk to feel slightly uncomfortable but not enough to keep you up at night. That Goldilocks zone is where most investors do their best work. And that level feels different for everyone"
X Link @Market_heretic 2025-10-29T10:21Z 3840 followers, XXX engagements
"The Shield has been forged. The long-awaited Scroll is open to all who seek income that survives any storm. The age of 60/40 is over - this is what replaces it. Long live the Yield Shield"
X Link @Market_heretic 2025-10-29T12:52Z 3840 followers, XXX engagements
"@zerohedge Chinas housing market is imploding. Their media can spin it all they want but the economy is hanging by a thread. A deal with the U.S. is coming. So is massive stimulus. Its the only way out. We just have to suffer through more endless posturing first"
X Link @Market_heretic 2025-10-20T01:44Z 3833 followers, 1380 engagements
"There are a ton of different plays that are viable but I still personally favor SCCO as the long term vehicle for this trade. It's just a very solid company. Huge reserves first-quartile costs clean balance sheet and consistent execution. Its not the flashiest copper name but its the one most likely to keep printing cash through every part of the cycle. That being said its up something like XX% since I first said I favored it so it's obviously a less attractive entry here"
X Link @Market_heretic 2025-10-29T10:15Z 3837 followers, XX engagements
"So many swore the cycle was ending stagflation recession collapse. Yet growth never wavered. Ive said it all year: this isnt a dying economy its a rising-growth one. And in 2026 I expect it to be rising-inflation as well born of fire and policy. Yet so few are positioned for what is to come"
X Link @Market_heretic 2025-10-28T12:46Z 3841 followers, 1211 engagements
"@puckerbrush21 In my testing precious metals and crypto belong in a portfolio supporting this portfolio not as a part of it. Hope this helps. I tried to make Gold and BTC fit but square pegs and circle holes they mess with the risk reward too much"
X Link @Market_heretic 2025-10-29T15:06Z 3840 followers, XX engagements