#  @PolemicTMM Polemic Paine Polemic Paine posts on X about in the, if you, money, inflation the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours. ### Engagements: [------] [#](/creator/twitter::2433437755/interactions)  - [--] Week [------] +40% - [--] Month [-------] -40% - [--] Months [---------] +396% - [--] Year [---------] +95% ### Mentions: [--] [#](/creator/twitter::2433437755/posts_active)  - [--] Month [---] +5.10% - [--] Months [---] +143% - [--] Year [---] +13% ### Followers: [------] [#](/creator/twitter::2433437755/followers)  - [--] Week [------] +0.12% - [--] Month [------] +0.69% - [--] Months [------] +8.40% - [--] Year [------] +9.80% ### CreatorRank: [-------] [#](/creator/twitter::2433437755/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 27.74% [countries](/list/countries) 6.57% [stocks](/list/stocks) 5.11% [technology brands](/list/technology-brands) 5.11% [cryptocurrencies](/list/cryptocurrencies) 4.38% [social networks](/list/social-networks) 2.19% [currencies](/list/currencies) 2.19% [travel destinations](/list/travel-destinations) 1.46% [financial services](/list/financial-services) 0.73% **Social topic influence** [in the](/topic/in-the) 8.03%, [if you](/topic/if-you) 5.11%, [money](/topic/money) 4.38%, [inflation](/topic/inflation) 4.38%, [to the](/topic/to-the) 3.65%, [gold](/topic/gold) 2.92%, [crypto](/topic/crypto) 2.92%, [bitcoin](/topic/bitcoin) 2.92%, [pay](/topic/pay) 2.92%, [bank](/topic/bank) 2.92% **Top accounts mentioned or mentioned by** [@richmondie](/creator/undefined) [@saadmaan15](/creator/undefined) [@xgeorgecooper](/creator/undefined) [@thesecretacct](/creator/undefined) [@piqsuite](/creator/undefined) [@therealjamiekay](/creator/undefined) [@swautobody](/creator/undefined) [@koenfucius](/creator/undefined) [@albacapmgmt](/creator/undefined) [@landatthebottom](/creator/undefined) [@geraldashley](/creator/undefined) [@markdampier](/creator/undefined) [@bbcworld](/creator/undefined) [@michaelaarouet](/creator/undefined) [@burnsidewastosh](/creator/undefined) [@rollinghedge](/creator/undefined) [@bolderstonmark](/creator/undefined) [@dailymail](/creator/undefined) [@pijoe1212](/creator/undefined) [@maneyakoubian](/creator/undefined) **Top assets mentioned** [Bitcoin (BTC)](/topic/bitcoin) [Taiwan Semiconductor (TSM)](/topic/taiwan-semiconductor) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last [--] hours "It would appear that whichever general E.M. Far East fund you buy you'll end up 15-20% long of the single company Taiwan Semiconductor Manufacturing co" [X Link](https://x.com/PolemicTMM/status/2016612570405216342) 2026-01-28T20:41Z 20.8K followers, [---] engagements "Today's post. Triggered by Carney's speech "Liberalism is a luxury good". Liberalism wasnt a moral breakthrough. It was a luxury good. Affordable under surplus. Sustained by asymmetry. Prolonged by credit. https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good" [X Link](https://x.com/PolemicTMM/status/2017148889426452911) 2026-01-30T08:12Z 20.8K followers, [----] engagements "Silver. Gold and other memes. High volatility. Big intraday ranges. Fast percentage moves. That isnt strength. Its stretch. Markets dont do that when theyre healthy. They do it when theyre leveraged and unstable. The drop arrives and the tells appear instantly. First reflex - blame. JP Morgan did it. It was unfair. Someone pushed the market. Translation: over-positioned and confused. Markets dont need villains when bets are wrong. Second tell - misdirection. Bitcoin dumps hard and barely gets a mention. Silver gets the hysteria. Not because it matters more. Because thats where the leverage" [X Link](https://x.com/PolemicTMM/status/2017645166287257611) 2026-01-31T17:04Z 20.8K followers, [----] engagements "Today's Post Roman coins as the new gobal currency. A lighthearted interlude to market carnage. Considering roman coins as the new crypto backing. https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency" [X Link](https://x.com/PolemicTMM/status/2018255008051998791) 2026-02-02T09:27Z 20.8K followers, [----] engagements "Today's bonus Post Gold - musings on whether to buy Swamped by the BBC turn signal . They are back after showing us the top by showing us the bottom. https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd" [X Link](https://x.com/PolemicTMM/status/2018288328513040810) 2026-02-02T11:40Z 20.8K followers, [----] engagements "Store request. Stop compelling me at checkout to select whether I want to donate to your chosen charity. I dont ask you to knock money off my bill so I can donate it to mine. I chose you for shopping not sermons. I have agency. I donate when and to whom I choose. Keep checkout neutral. https://twitter.com/i/web/status/2018775184216388078 https://twitter.com/i/web/status/2018775184216388078" [X Link](https://x.com/PolemicTMM/status/2018775184216388078) 2026-02-03T19:54Z 20.8K followers, [----] engagements "Post from December on the over focus on US markets especially in respect to small investors. EM is neglected. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based" [X Link](https://x.com/PolemicTMM/status/2019330028585230805) 2026-02-05T08:39Z 20.7K followers, [----] engagements "Today's post Ask Why Five Times. Chain of 80% maybes rhetoric turns it into 100% must. Probability crashes. Confidence explodes. Break the loop where preference becomes sacred law. Conclusions should earn certainty not inherit it. https://polemicpaine.substack.com/p/ask-why-five-times https://polemicpaine.substack.com/p/ask-why-five-times" [X Link](https://x.com/PolemicTMM/status/2019416028028256694) 2026-02-05T14:21Z 20.8K followers, [----] engagements "@TheSecretAcct I think they'll all vanish leaving Tether as the one true crypto shadow currency. It's reached escape velocity via its real assets (treasuries/gold etc). It doesn't need bitcoin anymore" [X Link](https://x.com/PolemicTMM/status/2019690420826173712) 2026-02-06T08:31Z 20.7K followers, [---] engagements "Investing is trading without a stop loss. Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8 Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8" [X Link](https://x.com/PolemicTMM/status/2019694509605679245) 2026-02-06T08:47Z 20.7K followers, [----] engagements "I've long been a proponent of tunnelling to under the peak of Everest and installing a lift. Nothing more galling for hard core mountaineers than finding a load of tourists at the top. China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl" [X Link](https://x.com/PolemicTMM/status/2019716827237208174) 2026-02-06T10:16Z 20.8K followers, [----] engagements "@PiQSuite Indeed. But it's changing shape as to its position in crypto land. Less crypto and more "Bank to the grey market"" [X Link](https://x.com/PolemicTMM/status/2019744473874383195) 2026-02-06T12:06Z 20.7K followers, [---] engagements "@bolderston_mark Does it have the crank handle start still" [X Link](https://x.com/PolemicTMM/status/2019878641425957082) 2026-02-06T20:59Z 20.7K followers, [---] engagements "@TheRealJamieKay Granary rather than white sliced toast" [X Link](https://x.com/PolemicTMM/status/2020058223529615810) 2026-02-07T08:53Z 20.8K followers, [---] engagements "@swautobody @TheRealJamieKay nothing to do with health Taste and texture - if i wanted health I'd go for that god awful brown wholemeal cardboard stuff" [X Link](https://x.com/PolemicTMM/status/2020105126128574959) 2026-02-07T11:59Z 20.8K followers, [--] engagements "Is $40 billion the world record for fat finger trade errors" [X Link](https://x.com/PolemicTMM/status/2020280111334060340) 2026-02-07T23:34Z 20.8K followers, [----] engagements "@DailyMail The document issued by the United States Attorney's Office for the Southern District of New York. Very Chuck Rhodes Billions TV series" [X Link](https://x.com/PolemicTMM/status/2020432880695140477) 2026-02-08T09:41Z 20.8K followers, [----] engagements "I am always horrified at the signs saying nothing must be taken from the local council tip. Taking stuff FROM the tip is the purest and most efficient form of recycling. Safety blah blah whatever. But we are from a generation where we'd climb [--] high stacks of cars in junk yards to reclaim car parts. https://twitter.com/i/web/status/2020459245024477578 https://twitter.com/i/web/status/2020459245024477578" [X Link](https://x.com/PolemicTMM/status/2020459245024477578) 2026-02-08T11:26Z 20.8K followers, [----] engagements "Winter Olympics beats Summer Olympics by miles for excitement though curling is a bit of a test of viewer endurance. Lawn bowls on ice" [X Link](https://x.com/PolemicTMM/status/2020503655707992240) 2026-02-08T14:23Z 20.8K followers, [----] engagements "First sacrifice to the Gods. A bit 'take my firstborn' but spare me from Mr. S. KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS" [X Link](https://x.com/PolemicTMM/status/2020504284459315257) 2026-02-08T14:25Z 20.8K followers, [----] engagements "@pijoe1212 It is. That is why I see TW as a test of policies and its valuation as a twist between reserves dead in the ground and real cash flows produced by extraction and sale" [X Link](https://x.com/PolemicTMM/status/2020537916364124164) 2026-02-08T16:39Z 20.8K followers, [--] engagements "Weekend post on #Tungsten if you missed it. Includes a look at whether the UK is serious about strategic reserves or is playing accounting tricks. #TUN Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://t.co/zP4jUnXJLu Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy" [X Link](https://x.com/PolemicTMM/status/2020776159122968617) 2026-02-09T08:25Z 20.8K followers, [----] engagements ""New economic data reveals that Russias GDP expansion rate slid from [---] per cent in [----] to [--] per cent in [----] and projections indicate that this sluggish growth trajectory will persist into 2026" Vs UK United Kingdom GDP growth 2024: 0.50.7% 2025: 1.01.3% [----] (projection): 1.31.6% https://twitter.com/i/web/status/2020935709381566755 https://twitter.com/i/web/status/2020935709381566755" [X Link](https://x.com/PolemicTMM/status/2020935709381566755) 2026-02-09T18:59Z 20.8K followers, [---] engagements "Here we go - Vietnamese traffic (no)management evolves naturally from over-control in the Netherlands. It's safer Hanoi traffic mentioned here thanks @SaadMaan15 for the tip off. https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte moins d'accidents qu'ailleurs. #JT20h https://t.co/F8qZ0OtjNF https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte" [X Link](https://x.com/PolemicTMM/status/2021142457845469285) 2026-02-10T08:41Z 20.8K followers, [----] engagements "Perhaps Google's 100yr issue is the ultimate debasement trade. 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment boom according 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment" [X Link](https://x.com/PolemicTMM/status/2021212860102201512) 2026-02-10T13:21Z 20.8K followers, [----] engagements "Today's post - How to Force the Change - The Energy System Example [--] of [--] on UK stagnation -Parallel paths -Make change competitive with existing systems. -GBE is unaccountable. This makes it so #NetZero #Energy https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart" [X Link](https://x.com/PolemicTMM/status/2021500236376703155) 2026-02-11T08:23Z 20.8K followers, [---] engagements "I'd wager that when these things are dug up in [----] years time the archaeologists will say they were for religious ceremonies. Just as archaeologists do today to explain anything they don't otherwise understand. Whether you count renewables as a religion is immaterial. It can take over [----] tons of concrete and [--] tons of steel rebar to form the foundation of a windmill. That windmill might live [----] years but its foundation will outlast our maps our language and probably our species memory of why it was poured. https://t.co/HY0xa49qpx It can take over [----] tons of concrete and [--] tons of" [X Link](https://x.com/PolemicTMM/status/2021726377997689314) 2026-02-11T23:21Z 20.8K followers, [----] engagements "@koenfucius @ManeYakoubian Abattoirs" [X Link](https://x.com/PolemicTMM/status/2021840151350042636) 2026-02-12T06:53Z 20.8K followers, [---] engagements "Can we assume that those laying into Jim Ratcliffe for speaking on UK affairs though not residing in the UK are silent on US politics for the same reason" [X Link](https://x.com/PolemicTMM/status/2021850121689084396) 2026-02-12T07:33Z 20.8K followers, [----] engagements "@ALBACapMgmt @landatthebottom I'm sure you are well connected but if you need any tips DM me" [X Link](https://x.com/PolemicTMM/status/2022221466415301119) 2026-02-13T08:09Z 20.8K followers, [--] engagements "@Gerald_Ashley @MarkDampier @xGeorgeCooper We could rent loss making positions to netherland residents. And charge rent to hold their profit making ones. Going to be A LOT of offshore companies set up and co.s moving hq offshore" [X Link](https://x.com/PolemicTMM/status/2022682216845979655) 2026-02-14T14:39Z 20.8K followers, [--] engagements "Thats it. I promise never to turn on BBC News again. Top UK story: the missing mother of someone in a country thousands of miles away who we have never heard of. Have you really nothing more local or is it cheaper just to stream US news to us rather than create your own content" [X Link](https://x.com/PolemicTMM/status/2022773419431891045) 2026-02-14T20:42Z 20.8K followers, 31K engagements "@almurray Add it to the current lexicon of journalistic S.I. units that includes swimming pools (always olympic size) tennis courts football pitches Belgiums Waleses elephants london buses Eiffel towers and jumbo jets" [X Link](https://x.com/PolemicTMM/status/2015403910735835421) 2026-01-25T12:38Z 20.8K followers, [----] engagements "Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story" [X Link](https://x.com/PolemicTMM/status/2017682431734645191) 2026-01-31T19:32Z 20.8K followers, [----] engagements "Episode [--] confirms. BBC's 'Industry' S4 is totally the Wirecard story. Hope @FD was paid royalties Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story. Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story" [X Link](https://x.com/PolemicTMM/status/2019138556728381920) 2026-02-04T19:58Z 20.8K followers, [----] engagements "Today's post Tungsten Balls-up Part [--] - The Squeeze continues Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d" [X Link](https://x.com/PolemicTMM/status/2020187705750221016) 2026-02-07T17:27Z 20.8K followers, [----] engagements "@bo66ie29 What they had. What we have" [X Link](https://x.com/PolemicTMM/status/2021857697105138131) 2026-02-12T08:03Z 20.8K followers, [----] engagements "@SaadMaan15 @Gerald_Ashley @MarkDampier @xGeorgeCooper And the higher they set it the more haming amd the higher they set it. Will tend to 100% then blow up. That's the thought experiment conclusion" [X Link](https://x.com/PolemicTMM/status/2022697007245299822) 2026-02-14T15:38Z 20.8K followers, [--] engagements "@richmondie @BBCWorld Scared Bollocks. I m flattered that you think i am influential enough to change things amd If i thought i were i would. I'm just not" [X Link](https://x.com/PolemicTMM/status/2022985483970867353) 2026-02-15T10:44Z 20.8K followers, [--] engagements "The people whose jobs are most under threat from AI are the people on LinkedIn. If your career depends on broadcasting competence to other humans rather than producing measurable output you are describing an intermediation layer which AI will eat alive" [X Link](https://x.com/PolemicTMM/status/2021962497948021081) 2026-02-12T15:00Z 20.8K followers, [--] engagements "Attn @BBCWorld Please act on the above as @richmondie is convinced my intervention will change your policy towards over attention on US events. Thank you Ps please let me know if this will indeed change your focus. Pp" [X Link](https://x.com/PolemicTMM/status/2022986370277650724) 2026-02-15T10:48Z 20.8K followers, [----] engagements "Everyone hates US dollars until all of a sudden they need them to pay their margin calls" [X Link](https://x.com/PolemicTMM/status/1293278510254043139) 2020-08-11T20:09Z 20.8K followers, [---] engagements "I see so many examples of 'loss by complexity' brought on by a belief that the more complex the trade the less likely anyone else is ahead on it. If you think oil is going up the simplest way to make money is not to buy a 3mth call spread in Nok/jpy. It's just to buy oil" [X Link](https://x.com/PolemicTMM/status/1323683530551996423) 2020-11-03T17:48Z 20.8K followers, [---] engagements "Gold market commentary. The price of gold fell hard today as someone sold a lot. Any further explaination is pure speculation unless you are the person who sold that lot and hence know why you did" [X Link](https://x.com/PolemicTMM/status/1332416428528590848) 2020-11-27T20:10Z 20.8K followers, [---] engagements "Boris Johnson would be a diabolical trader. He gets married to his positions and hits his stop losses far too late" [X Link](https://x.com/PolemicTMM/status/1340655961804038145) 2020-12-20T13:51Z 20.8K followers, [---] engagements "Thank you to whoever produced tonight's Boris Bingo card Eyes down at 8pm" [X Link](https://x.com/PolemicTMM/status/1346150537507590145) 2021-01-04T17:44Z 20.8K followers, [---] engagements "Breakeven inflation rates are no more the inflation rate than CDS prices are actual default probabilities or VIX is actual volatility. Implied actual" [X Link](https://x.com/PolemicTMM/status/1362299841313931264) 2021-02-18T07:16Z 20.8K followers, [---] engagements "Every cent made from buying Bitcoin has come from someone else buying bitcoin. It solely redistributes wealth amongst bitcoiners" [X Link](https://x.com/PolemicTMM/status/1389909606714028035) 2021-05-05T11:47Z 20.8K followers, [---] engagements "Contrary to popular belief you can't have an economy based on trading or investing. Someone still has to do the work you are investing in" [X Link](https://x.com/PolemicTMM/status/1397073082058223618) 2021-05-25T06:12Z 20.8K followers, [---] engagements "In finance skills in marketing are now more important than skills in finance" [X Link](https://x.com/PolemicTMM/status/1405819848396054529) 2021-06-18T09:29Z 20.8K followers, [---] engagements "@RampCapitalLLC Selection by random draw rather than ability. 'Dear xxx you have been chosen to represent your country in High Jump" The Olympics would be a laugh" [X Link](https://x.com/PolemicTMM/status/1412894196323782656) 2021-07-07T22:00Z 20.8K followers, [---] engagements "Dispite all the billions of words written courses studied and papers authored company stock prices go up for only two reasons. [--]. The value of the company goes up. [--]. People think the value of the company will go up. 99% of the time it's 2" [X Link](https://x.com/PolemicTMM/status/1434031893796868099) 2021-09-04T05:53Z 20.8K followers, [---] engagements "Evergrande is this year's Deutsche Bank. Everyone predicting it will take down the system but it won't. But they say it may take down Deutsche Bank" [X Link](https://x.com/PolemicTMM/status/1439882103693398017) 2021-09-20T09:20Z 20.8K followers, [---] engagements "China's economy can be about to collapse longer than you can remain short" [X Link](https://x.com/PolemicTMM/status/1440607834228461571) 2021-09-22T09:24Z 20.8K followers, [----] engagements "Twitter misses the big boring bit in the middle. Because it's boring. But it's where most of the money is made" [X Link](https://x.com/PolemicTMM/status/1441123227602882570) 2021-09-23T19:32Z 20.8K followers, [---] engagements "Very little bank research left worth reading. Middle mass is look back and anything look forward is planted in mid herd to avoid attack. Anything controversial is now snuffed out by corp thought police. Bank value is execution only and that'll be finteched away. Game over" [X Link](https://x.com/PolemicTMM/status/1463867770995683340) 2021-11-25T13:50Z 20.8K followers, [---] engagements "Omicron could be it" [X Link](https://x.com/PolemicTMM/status/1465372037975793671) 2021-11-29T17:28Z 20.8K followers, [---] engagements "Energy Jenga" [X Link](https://x.com/PolemicTMM/status/1500054023919083523) 2022-03-05T10:22Z 20.8K followers, [---] engagements "Thanks to whoever originated this. Nailed it" [X Link](https://x.com/PolemicTMM/status/1512469171833036801) 2022-04-08T16:35Z 20.8K followers, 13K engagements "If you are tempted to own something pegged to the USD buy the USD" [X Link](https://x.com/PolemicTMM/status/1524499772035506179) 2022-05-11T21:20Z 20.8K followers, [---] engagements "If every American donated a gun to Ukraine you'd help solve two problems at once" [X Link](https://x.com/PolemicTMM/status/1530171375310217217) 2022-05-27T12:57Z 20.8K followers, [---] engagements "UK is NOT Greece [----] but every trick used against Greece by the global institutions is being wheeled out as they have another Trump moment panic. Summers IMF cue up moodies FT in orgasmic overdriveto embarrass Truss to Uturn as her policy goes against their plan. #SoBrexit" [X Link](https://x.com/PolemicTMM/status/1575032734816161792) 2022-09-28T08:00Z 20.8K followers, [---] engagements "Been out with a friend who is board member of a UK pension fund and advisor to many others. LDI was an allowable risk. So everyone took it as a way to leverage to make underfunded liabilities look funded. Pushed by the structure creators and backed by the big consultants" [X Link](https://x.com/PolemicTMM/status/1575237186798358528) 2022-09-28T21:33Z 20.8K followers, [----] engagements "Heads should roll on this one. [--] years of regulators draconian clamping down on risk in all other sectors of banking and fund mamagdment and this happens in pretty clear sight. DB pensions are bot FCA. Pensions regulator. But it's suited everyone to hide the pension problem" [X Link](https://x.com/PolemicTMM/status/1575237190476759040) 2022-09-28T21:33Z 20.8K followers, [---] engagements "Friend last week attended a pension fund conference. She was amazed that everyone seemed keen to speak about environment social and goverance alongside diversity and compliance. No one really spoke about making the clients any money" [X Link](https://x.com/PolemicTMM/status/1588297306050334721) 2022-11-03T22:29Z 20.8K followers, [---] engagements "Prediction. One day we'll look back and see that the Truss/KK plan was in reality the only path on offer out of the economic swamp the UK is inexorably heading deeper into. BoE and current Tory plans are the morphine of palliative care rather than cure" [X Link](https://x.com/PolemicTMM/status/1588488738329485316) 2022-11-04T11:10Z 20.8K followers, [----] engagements "BoJ arrive at the global bond party" [X Link](https://x.com/PolemicTMM/status/1605487508518686721) 2022-12-21T08:57Z 20.8K followers, 72.4K engagements "Unintended consequences. Forcing the labelling of sesame as an alergen ingredient leads to the addition of sesame to MORE foods. https://cheddar.com/media/new-label-law-has-unintended-effect-sesame-in-more-foods https://cheddar.com/media/new-label-law-has-unintended-effect-sesame-in-more-foods" [X Link](https://x.com/PolemicTMM/status/1606038736780795922) 2022-12-22T21:27Z 20.8K followers, 48.6K engagements "Room service So Mrs P had the hotel burger at [--] whilst I had a lump of fresh tuna bought in the local Tahitian market for [--] sliced up to sashimi served with a bottle of kikoman washed down with Cointreau. Heaven (It's my holiday I'll do what I want)" [X Link](https://x.com/PolemicTMM/status/1638423855839735808) 2023-03-22T06:14Z 20.8K followers, 33.5K engagements "@Anthony_Bonato A Mobius cheat" [X Link](https://x.com/PolemicTMM/status/1841176858551074849) 2024-10-01T18:02Z 20.8K followers, 12.1K engagements "ChatGPT's UK budget when asked to come up with one to drive growth. 👇 ------ Heres a budget proposal designed to stimulate a boom in the UK economy. Each measure is specific targeted and aims to balance growth with fiscal responsibility. [--]. Cut Employer National Insurance Contributions (NICs) Proposal: Reduce employer NICs from 13.8% to 10% and raise the Secondary Threshold from [----] to [-----] to lower hiring costs. Rationale: Reducing payroll taxes encourages businesses to hire invest in staff and expand operations. Lowering NICs has a direct impact on job creation especially for SMEs. ---" [X Link](https://x.com/PolemicTMM/status/1904513745918791689) 2025-03-25T12:40Z 20.8K followers, 31.7K engagements "Bad interviewing. The key question wasn't asked. Miliband is right that the tax rate on North Sea producers doesn't alter the cost we pay for oil and gas. But that point is to do with domestic revenue and security. The key question that wasn't asked is. "Ok so if every country pays the same for oil and gas as you argue how come the UK consumer pays [--] times as for energy as those in other countries"" [X Link](https://x.com/PolemicTMM/status/1915331138266026372) 2025-04-24T09:05Z 20.8K followers, 21.3K engagements "@MichaelAArouet Actual data. "Share of married women who say they cheat or are found out". UK could just be more discrete" [X Link](https://x.com/anyuser/status/1916385717124542832) 2025-04-27T06:55Z 20.8K followers, 42.8K engagements "Spain power failure Black start. Effectively have to restart everything from scratch and that takes a lot of time. Caused by lack of inertia in the system as so much was renewable. Read about blackstarts and why they are a nightmare here. https://www.theblackoutreport.co.uk/2023/06/13/black-start/ UPDATE: Spain / Portugal / south of France blackout. Very likely half-a-day needed to fully restore electricity. Black start-able units will need to spin before others can be re-connected. Spanish generation is running at little more than [--] GW (and typical load is [--] GW)." [X Link](https://x.com/anyuser/status/1916850137504063795) 2025-04-28T13:41Z 20.8K followers, 26.3K engagements "@Ed_Miliband So instead of lowering the actual cost of energy you tax everyone more to subsidise the few who cant afford the prices your own policies created. Moral and accounting sleight of hand dressed up as compassion. " [X Link](https://x.com/anyuser/status/1983434014309658808) 2025-10-29T07:21Z 20.8K followers, [----] engagements "So instead of lowering the actual cost of energy you tax everyone more to subsidise the few who cant afford the prices your own policies created. Moral and accounting sleight of hand dressed up as compassion. Were determined to tackle energy affordability for families. This winter nearly [--] million households will receive [---] off their energy bills through the Warm Home Discount. If you're eligible look out for a letter telling you what to do next. 👉 https://t.co/reHcgs4DOA https://t.co/creawmvID7 Were determined to tackle energy affordability for families. This winter nearly [--] million" [X Link](https://x.com/anyuser/status/1983434628779434333) 2025-10-29T07:24Z 20.8K followers, 18K engagements "Parallels between the [----] Credit Crisis and Todays AI Valuations Structural Echoes [--]. Off-balance-sheet leverage. 200608: banks warehoused mortgage risk in SIVs. 2025: hyperscalers are funding AI data centres through SPVs and JVs that sit off the parent balance sheet. Metas $27 bn joint venture with Blue Owl is the current archetype. [--]. Risk transfer engineering. Pre-crisis: CDOs and CDSs transferred exposure to investors. Now: banks like Deutsche Bank are structuring short AI equity baskets and synthetic-risk transfers to hedge the very data-centre loans they originate. Classic" [X Link](https://x.com/anyuser/status/1986380274511327449) 2025-11-06T10:28Z 20.8K followers, 138.9K engagements "Time for my annual check. Has anyone found a use for Bitcoin yet" [X Link](https://x.com/PolemicTMM/status/1265036785974902785) 2020-05-25T21:47Z 20.8K followers, [----] engagements "So far - Haircut up 38% Pint of beer up 23% Hand car wash up 30% Dentist visit up [--] (PPE) Paint up 20-50%. And my favorite 'tins of smoked oysters' - up 14% Shops opening in UK today. Going to be a lot of "Wow that costs a lot more than it used to" #Covlation Shops opening in UK today. Going to be a lot of "Wow that costs a lot more than it used to" #Covlation" [X Link](https://x.com/PolemicTMM/status/1276033821293641728) 2020-06-25T06:05Z 20.8K followers, [---] engagements "Costco email today. #Gold bullion available alongside cheap perfume and golf putters at your local discount warehouse. TDI (Taxi Driver Index) flashing red. H/t @moved_average" [X Link](https://x.com/PolemicTMM/status/1292711841869762560) 2020-08-10T06:38Z 20.8K followers, [---] engagements "Usd cash looks like a wonderful investment. Why Because It is so hated. Smells like squeezy bounce time" [X Link](https://x.com/PolemicTMM/status/1296131571918032899) 2020-08-19T17:07Z 20.8K followers, [---] engagements "Today the ECB will be announcing future purchases of old sofas toys TVs and anything else listed on their new European Buy Any Yield (EBAY) program. "Buying junk and burning it for heat has a better yield than any of the bonds we've bought" said an ECB official" [X Link](https://x.com/PolemicTMM/status/1303952741308530689) 2020-09-10T07:05Z 20.8K followers, [---] engagements "I have a suspicion that a Biden win will see stocks do the reverse 48hrs of the Trump win. Big spike up - then a long fall" [X Link](https://x.com/PolemicTMM/status/1317893325484163079) 2020-10-18T18:20Z 20.8K followers, [---] engagements "Great mirth at the squeezable foam 'stress swan' present my wife gave to our daughter. Here is what my wife saw. and what everyone else saw" [X Link](https://x.com/PolemicTMM/status/1342478811745681409) 2020-12-25T14:34Z 20.8K followers, [---] engagements "Fund managers aren't launching ESG funds to save the world. It's to increase AUM with the bonus of excusing underperformance as being due to client's ESG demands. 'Surely sir can afford to pay us to save the world' Next up - kitten hostage funds. Invest or the kitten gets it" [X Link](https://x.com/PolemicTMM/status/1343556500107702272) 2020-12-28T13:56Z 20.8K followers, [---] engagements "2020 has marked new highs in really stupid people telling us why really clever people are wrong" [X Link](https://x.com/PolemicTMM/status/1344324618908262400) 2020-12-30T16:49Z 20.8K followers, [---] engagements "I've shorted bitcoin" [X Link](https://x.com/PolemicTMM/status/1345521544005640192) 2021-01-03T00:05Z 20.8K followers, [---] engagements "He who controls the server controls the world" [X Link](https://x.com/PolemicTMM/status/1348231230635073541) 2021-01-10T11:32Z 20.8K followers, [---] engagements "@Tennessee_Mojo @bencorke Let's put than in perspective" [X Link](https://x.com/PolemicTMM/status/1353045614536306688) 2021-01-23T18:23Z 20.8K followers, [---] engagements "So. If I go to the pub wearing full PPE a vaccine passport proof of funds available with 6mths statements to prove it isn't money laundered my own hospital bed respirator medications and full ITU team of docs and nurses can I THEN order a beer" [X Link](https://x.com/PolemicTMM/status/1363438260807172097) 2021-02-21T10:39Z 20.8K followers, [---] engagements "Ether $ETH is down 20% since you said this. As I have no position in it could you send my profit to me please If you don't own Ether $ETH you are short Ether. Few understand this. If you don't own Ether $ETH you are short Ether. Few understand this" [X Link](https://x.com/PolemicTMM/status/1365443168498561024) 2021-02-26T23:26Z 20.8K followers, [---] engagements "Those who push hardest for new forms of money are those who want more of existing forms of money" [X Link](https://x.com/PolemicTMM/status/1365936360331366400) 2021-02-28T08:06Z 20.8K followers, [---] engagements "If Nomura has dropped $2 billion on mismatch between execution on margin call and/or remaining contractual risk then the knock on effect is going to be every Prime Broker credit debt going loopy and tightening on margin requirements This could be the great deleveraging" [X Link](https://x.com/PolemicTMM/status/1376330026942140416) 2021-03-29T00:27Z 20.8K followers, [---] engagements "Markets are going to need a new thing. ESG - done Post covid growth - done Renewables - done Electrification - done Space - done Inflation - done Crypto - done Biotech - done Leverage on all the above - done What's the next big thing that you're sure no one has spotted" [X Link](https://x.com/PolemicTMM/status/1380114962027323394) 2021-04-08T11:07Z 20.8K followers, [---] engagements "May explain the slow service. Table not found" [X Link](https://x.com/PolemicTMM/status/1386750755290460164) 2021-04-26T18:35Z 20.8K followers, [---] engagements "Whilst Russian gas is GERMANYS CHANCELLOR MERKEL: NUCLEAR ENERGY IS NOT SUSTAINABLE IN THE LONG TERM. GERMANYS CHANCELLOR MERKEL: NUCLEAR ENERGY IS NOT SUSTAINABLE IN THE LONG TERM" [X Link](https://x.com/PolemicTMM/status/1418156932171550721) 2021-07-22T10:32Z 20.8K followers, [---] engagements "*EV home chargers to turn off for 9hrs to prevent blackouts* Sell the EV dream of ease of use. Realise there isn't enough electricity. Throttle supply to charge them. . Except to public chargers who are charging you 5x as much for it. #RealityDawning https://www.thetimes.co.uk/article/4ef85eba-133f-11ec-a8a6-db0b408d06d6 https://www.thetimes.co.uk/article/4ef85eba-133f-11ec-a8a6-db0b408d06d6" [X Link](https://x.com/PolemicTMM/status/1436996224469569541) 2021-09-12T10:12Z 20.8K followers, [---] engagements "Good Moooooorning from Cornwall" [X Link](https://x.com/PolemicTMM/status/1449658214421835779) 2021-10-17T08:47Z 20.8K followers, [---] engagements "Started work on my food shortage trade. Worried it could be too big a position for me to manage" [X Link](https://x.com/PolemicTMM/status/1507677910240571401) 2022-03-26T11:16Z 20.8K followers, [---] engagements "Bonds down equities down inflation up. Forget investing the best trade is to get a job" [X Link](https://x.com/PolemicTMM/status/1513790964099391490) 2022-04-12T08:07Z 20.8K followers, [---] engagements "Price caps do not solve energy crises. They create rationing" [X Link](https://x.com/PolemicTMM/status/1540037600395788291) 2022-06-23T18:22Z 20.8K followers, [---] engagements "Good inflation hedge is to have a job. Better inflation hedge is to have a job with inflation linked pay Best inflation hedge is to work for the European Parliament with inflation linked pay large inflation linked pensions and near [--] chance of being fired https://www.politico.eu/article/eu-diplomat-push-back-parliament-budget/ https://www.politico.eu/article/eu-diplomat-push-back-parliament-budget/" [X Link](https://x.com/PolemicTMM/status/1547256794145325057) 2022-07-13T16:29Z 20.8K followers, [---] engagements "'No EU commissioner was (or will be) harmed in the making of this energy disaster' The total failure of Europe's energy policy risks the collapse of the European Union The total failure of Europe's energy policy risks the collapse of the European Union" [X Link](https://x.com/PolemicTMM/status/1561849571508109313) 2022-08-22T22:55Z 20.8K followers, [---] engagements "Beginning to think forward energy has 'gone CDS'. As CDS was erroneously seen as the real probability of default rather than simply as that implied through pricing forward energy price is the cost of hedging rather than what prices will actually be spot at that date forward. Fresh record high prices for and electricity: German 1-year forward: [---] per MWh French 1-year forward: [---] per MWh The 2010-2020 average was around [--] per MWh Russian energy weapon; French nuclear crisis; low wind production. Drought-hit hydro. #EnergyCrisis Fresh record high prices for and electricity: German 1-year" [X Link](https://x.com/PolemicTMM/status/1562728401789542402) 2022-08-25T09:07Z 20.8K followers, [---] engagements "@JavierBlas Masterful trolling of the EU by Mr P. What next "Bats and/or great crested newts spotted near by. Have to suspend operations as they may disturb them" (Works in the UK as a reason to halt everything)" [X Link](https://x.com/PolemicTMM/status/1565778795285602307) 2022-09-02T19:08Z 20.8K followers, [---] engagements "Ethereum down 6% So what exactly has it merged with Turkish lira" [X Link](https://x.com/anyuser/status/1570504058087280641) 2022-09-15T20:05Z 20.8K followers, [----] engagements "There's a chance that BoE buying gilts has triggered a turn in all global assets" [X Link](https://x.com/PolemicTMM/status/1575076464370024448) 2022-09-28T10:54Z 20.8K followers, [---] engagements "Could someone explain to me what the point of the FCA is in an environment where PENSION FUNDS can get themselves leveraged to the point of bankruptcy absent a Bank of England intervention" [X Link](https://x.com/PolemicTMM/status/1575162107049365507) 2022-09-28T16:34Z 20.8K followers, [---] engagements "Everyone thought they'd be fine because of that classic reason 'it hasn't happened before'. As allowed and everyone was doing them logical risk was shoved under carpet because quant risk was low. It was classic herding into leverage. But you can't dream up assets. Boom" [X Link](https://x.com/PolemicTMM/status/1575237188807430145) 2022-09-28T21:33Z 20.8K followers, [---] engagements "Recession. It'll be a recession for financial assets but not for jobs. We are seeing the switch of wealth growth from doing nothing and hoping everyone elses activity will make you richer to one where YOU have to work to increase your wealth. Best inflation hedge A job" [X Link](https://x.com/PolemicTMM/status/1631183312369876992) 2023-03-02T06:43Z 20.8K followers, 36K engagements ""Wind power is cheaper." they said. "Your bills will be lower". they said. "No it won't" we said" [X Link](https://x.com/anyuser/status/1717558429714182552) 2023-10-26T15:06Z 20.8K followers, 90.8K engagements "Those of us who have worked for investment banks know Sunak's type full well. When it all blows up he'll still walk away with a healthy pension a board offer from a tech co and an NGO cushy number whilst we the society he was meant to serve will be left with sweet FA" [X Link](https://x.com/PolemicTMM/status/1724484766731297133) 2023-11-14T17:49Z 20.8K followers, 16.9K engagements "Suggestion - Civil service pensions to be indexed to relative GDP per capita growth. Might refocus their minds towards driving growth rather than killing it in regs and restrictions" [X Link](https://x.com/anyuser/status/1788479235750867371) 2024-05-09T08:00Z 20.8K followers, 36.6K engagements "@BurnsideNotTosh Ethiopian population at the time of Band Aid - [--] million Ethiopian population today - [---] million" [X Link](https://x.com/PolemicTMM/status/1792303781423509800) 2024-05-19T21:18Z 20.8K followers, 21.6K engagements "Lunch with a good friend. He observed. More people were killed in the recent Korean lithium battery plant fire than at Fukushima. More people were killed in the last three major lithium battery plant fires than at Chernobyl" [X Link](https://x.com/anyuser/status/1806791083872993574) 2024-06-28T20:45Z 20.8K followers, 83.4K engagements "@Rainmaker1973 [--] x [--] = [---]. What do you do with the spare day and a bit Add in a newly named day of the week once a year called 'Extraday'" [X Link](https://x.com/anyuser/status/1839994566318903434) 2024-09-28T11:44Z 20.8K followers, [----] engagements "Didn't Reeves start her speech with a big dig directed at the Gilt move during the [----] mini-budget She's managed this rise in gilt yields all by herself without any help from pension fund over-leverage LDI unwind. The Gilt Market hates the OBR report on Reeves' Budget. Long yields up 20bp from lows of the day. @EdConwaySky @faisalislam https://t.co/xg0jgESd4g The Gilt Market hates the OBR report on Reeves' Budget. Long yields up 20bp from lows of the day. @EdConwaySky @faisalislam https://t.co/xg0jgESd4g" [X Link](https://x.com/PolemicTMM/status/1851644725758922926) 2024-10-30T15:17Z 20.8K followers, 15.3K engagements "@ecb Don't fall for this. You do not need a digital currency which comes with social control to cure a poor payments system" [X Link](https://x.com/PolemicTMM/status/1852275625987297407) 2024-11-01T09:04Z 20.8K followers, [----] engagements "If Tory policy was palliative care for the UK economy Rachel Reeves' is Dignitas. Prediction. One day we'll look back and see that the Truss/KK plan was in reality the only path on offer out of the economic swamp the UK is inexorably heading deeper into. BoE and current Tory plans are the morphine of palliative care rather than cure. Prediction. One day we'll look back and see that the Truss/KK plan was in reality the only path on offer out of the economic swamp the UK is inexorably heading deeper into. BoE and current Tory plans are the morphine of palliative care rather than cure" [X Link](https://x.com/anyuser/status/1877315290851148047) 2025-01-09T11:23Z 20.8K followers, 13.7K engagements "The F-35 EXPORT. Trump: We'll sell our allies toned down military planes because someday maybe they're not our allies https://t.co/AnmsahRorf Trump: We'll sell our allies toned down military planes because someday maybe they're not our allies https://t.co/AnmsahRorf" [X Link](https://x.com/PolemicTMM/status/1903147751736741947) 2025-03-21T18:12Z 20.8K followers, 14.3K engagements "@BorisJohnson You were Prime Minister when this happened. Had every lever of state at your disposal. Did nothing. Now you expect others to do what you couldnt be bothered to. Have you no shame" [X Link](https://x.com/PolemicTMM/status/1903365145042313313) 2025-03-22T08:36Z 20.8K followers, [----] engagements "@MichaelAArouet Ha Leaving no space for neighbouring drivers to get in but not caring because you don't have to get in or out yourself" [X Link](https://x.com/PolemicTMM/status/1905952025868681528) 2025-03-29T11:55Z 20.8K followers, 15.5K engagements "@vonderleyen EU tariffs on US imports as of Dec '24" [X Link](https://x.com/anyuser/status/1906977858594996389) 2025-04-01T07:52Z 20.8K followers, 23.6K engagements "@BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic" [X Link](https://x.com/PolemicTMM/status/1924568132435206222) 2025-05-19T20:49Z 20.8K followers, 10.9K engagements ""This island is made mainly of coal and surrounded by fish. Only an organizing genius could produce a shortage of coal and fish at the same " Aneurin Bevan [--] May [----] @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic. @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic" [X Link](https://x.com/PolemicTMM/status/1924709100417323150) 2025-05-20T06:09Z 20.8K followers, 10.4K engagements "@fatboi007 = 'If you know I'm a crook selling a scam you aren't my mark'" [X Link](https://x.com/PolemicTMM/status/1931595901694284261) 2025-06-08T06:15Z 20.8K followers, 21.6K engagements "Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I" [X Link](https://x.com/PolemicTMM/status/1940527298241089561) 2025-07-02T21:45Z 20.8K followers, 42.6K engagements "@FT Ffs. Offices are airconned so no need to look like a 9-year-old French quant" [X Link](https://x.com/anyuser/status/1956785017855639837) 2025-08-16T18:27Z 20.8K followers, [----] engagements "Capital gains tax on hard assets is a tax on inflation. The dirty little secret is that inflation is good for the government. Inflation + Nominal Taxation- Capital gains tax is charged on nominal gains not real gains. If inflation is 5% and your asset just keeps pace with inflation your purchasing power is unchangedbut the tax system records a gain and takes a slice. The state effectively confiscates a fraction of inflation compounding over time. Hidden Wealth Transfer Mechanism - Individuals lose real wealth while the state gains real resources. Its similar to financial repression via" [X Link](https://x.com/anyuser/status/1958055370053566826) 2025-08-20T06:35Z 20.8K followers, 27K engagements "We hosted my daughter's wedding over the weekend. It was perfect and the best day of our lives. #Perspectives" [X Link](https://x.com/PolemicTMM/status/1962422415104897103) 2025-09-01T07:48Z 20.8K followers, [----] engagements "Lest we forget. How they laughed Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV" [X Link](https://x.com/PolemicTMM/status/1981683401934663722) 2025-10-24T11:25Z 20.8K followers, 35.1K engagements "Awww. They changed the headline overnight" [X Link](https://x.com/PolemicTMM/status/1983431310761963716) 2025-10-29T07:10Z 20.8K followers, 117.5K engagements "No civil service or state employee pension was harmed in the making of the policy. BECAUSE THEY ARE ALL ON NICE FINAL SALARY DEFINED BENEFIT PENSIONS. "Rachel Reeves prepares raid on pension tax perks" https://www.telegraph.co.uk/business/2025/10/31/rachel-reeves-prepares-raid-on-pension-tax-perks/ https://www.telegraph.co.uk/business/2025/10/31/rachel-reeves-prepares-raid-on-pension-tax-perks/" [X Link](https://x.com/anyuser/status/1984391768776065179) 2025-10-31T22:47Z 20.8K followers, 17.6K engagements "No civil service or state employee defined benefit pension was harmed in the making of this policy. 🚨 NEW: Rachel Reeves will use the Budget to impose a 2k-a-year limit on how much salary can go into a pension before paying National Insurance The move will raise 2bn and hit salary sacrifice schemes @thetimes 🚨 NEW: Rachel Reeves will use the Budget to impose a 2k-a-year limit on how much salary can go into a pension before paying National Insurance The move will raise 2bn and hit salary sacrifice schemes @thetimes" [X Link](https://x.com/anyuser/status/1987201352603169207) 2025-11-08T16:51Z 20.8K followers, 94.7K engagements "@paulkrugman This is the 1st cited reference I have received from a Nobel Laureate and I will wear it with pride even if just twitter. Thx" [X Link](https://x.com/PolemicTMM/status/793849977281843200) 2016-11-02T16:19Z 20.8K followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@PolemicTMM Polemic PainePolemic Paine posts on X about in the, if you, money, inflation the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.
Social category influence finance 27.74% countries 6.57% stocks 5.11% technology brands 5.11% cryptocurrencies 4.38% social networks 2.19% currencies 2.19% travel destinations 1.46% financial services 0.73%
Social topic influence in the 8.03%, if you 5.11%, money 4.38%, inflation 4.38%, to the 3.65%, gold 2.92%, crypto 2.92%, bitcoin 2.92%, pay 2.92%, bank 2.92%
Top accounts mentioned or mentioned by @richmondie @saadmaan15 @xgeorgecooper @thesecretacct @piqsuite @therealjamiekay @swautobody @koenfucius @albacapmgmt @landatthebottom @geraldashley @markdampier @bbcworld @michaelaarouet @burnsidewastosh @rollinghedge @bolderstonmark @dailymail @pijoe1212 @maneyakoubian
Top assets mentioned Bitcoin (BTC) Taiwan Semiconductor (TSM) Alphabet Inc Class A (GOOGL)
Top posts by engagements in the last [--] hours
"It would appear that whichever general E.M. Far East fund you buy you'll end up 15-20% long of the single company Taiwan Semiconductor Manufacturing co"
X Link 2026-01-28T20:41Z 20.8K followers, [---] engagements
"Today's post. Triggered by Carney's speech "Liberalism is a luxury good". Liberalism wasnt a moral breakthrough. It was a luxury good. Affordable under surplus. Sustained by asymmetry. Prolonged by credit. https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good https://polemicpaine.substack.com/p/liberalism-was-a-luxury-good"
X Link 2026-01-30T08:12Z 20.8K followers, [----] engagements
"Silver. Gold and other memes. High volatility. Big intraday ranges. Fast percentage moves. That isnt strength. Its stretch. Markets dont do that when theyre healthy. They do it when theyre leveraged and unstable. The drop arrives and the tells appear instantly. First reflex - blame. JP Morgan did it. It was unfair. Someone pushed the market. Translation: over-positioned and confused. Markets dont need villains when bets are wrong. Second tell - misdirection. Bitcoin dumps hard and barely gets a mention. Silver gets the hysteria. Not because it matters more. Because thats where the leverage"
X Link 2026-01-31T17:04Z 20.8K followers, [----] engagements
"Today's Post Roman coins as the new gobal currency. A lighthearted interlude to market carnage. Considering roman coins as the new crypto backing. https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency https://polemicpaine.substack.com/p/roman-coins-the-new-global-currency"
X Link 2026-02-02T09:27Z 20.8K followers, [----] engagements
"Today's bonus Post Gold - musings on whether to buy Swamped by the BBC turn signal . They are back after showing us the top by showing us the bottom. https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd https://polemicpaine.substack.com/p/buy-gold-bbc-seals-the-internal-musings https://t.co/iUxW4nO7hd"
X Link 2026-02-02T11:40Z 20.8K followers, [----] engagements
"Store request. Stop compelling me at checkout to select whether I want to donate to your chosen charity. I dont ask you to knock money off my bill so I can donate it to mine. I chose you for shopping not sermons. I have agency. I donate when and to whom I choose. Keep checkout neutral. https://twitter.com/i/web/status/2018775184216388078 https://twitter.com/i/web/status/2018775184216388078"
X Link 2026-02-03T19:54Z 20.8K followers, [----] engagements
"Post from December on the over focus on US markets especially in respect to small investors. EM is neglected. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based. https://polemicpaine.substack.com/p/capital-emigration It's much easier to just steer clear of playing in US assets. It's a big old world out there. You don't NEED to own US assets if you are not US based"
X Link 2026-02-05T08:39Z 20.7K followers, [----] engagements
"Today's post Ask Why Five Times. Chain of 80% maybes rhetoric turns it into 100% must. Probability crashes. Confidence explodes. Break the loop where preference becomes sacred law. Conclusions should earn certainty not inherit it. https://polemicpaine.substack.com/p/ask-why-five-times https://polemicpaine.substack.com/p/ask-why-five-times"
X Link 2026-02-05T14:21Z 20.8K followers, [----] engagements
"@TheSecretAcct I think they'll all vanish leaving Tether as the one true crypto shadow currency. It's reached escape velocity via its real assets (treasuries/gold etc). It doesn't need bitcoin anymore"
X Link 2026-02-06T08:31Z 20.7K followers, [---] engagements
"Investing is trading without a stop loss. Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8 Today's Post Polemic's Trading Aphorisms https://t.co/OXD2F0VUjp Hard learned Top Tips from a seasoned practitioner A sample below. But many more in the post. https://t.co/tj28gnQaB8"
X Link 2026-02-06T08:47Z 20.7K followers, [----] engagements
"I've long been a proponent of tunnelling to under the peak of Everest and installing a lift. Nothing more galling for hard core mountaineers than finding a load of tourists at the top. China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl China has installed escalator stairs on the mountains for tourists. https://t.co/CvUfwbVWzl"
X Link 2026-02-06T10:16Z 20.8K followers, [----] engagements
"@PiQSuite Indeed. But it's changing shape as to its position in crypto land. Less crypto and more "Bank to the grey market""
X Link 2026-02-06T12:06Z 20.7K followers, [---] engagements
"@bolderston_mark Does it have the crank handle start still"
X Link 2026-02-06T20:59Z 20.7K followers, [---] engagements
"@TheRealJamieKay Granary rather than white sliced toast"
X Link 2026-02-07T08:53Z 20.8K followers, [---] engagements
"@swautobody @TheRealJamieKay nothing to do with health Taste and texture - if i wanted health I'd go for that god awful brown wholemeal cardboard stuff"
X Link 2026-02-07T11:59Z 20.8K followers, [--] engagements
"Is $40 billion the world record for fat finger trade errors"
X Link 2026-02-07T23:34Z 20.8K followers, [----] engagements
"@DailyMail The document issued by the United States Attorney's Office for the Southern District of New York. Very Chuck Rhodes Billions TV series"
X Link 2026-02-08T09:41Z 20.8K followers, [----] engagements
"I am always horrified at the signs saying nothing must be taken from the local council tip. Taking stuff FROM the tip is the purest and most efficient form of recycling. Safety blah blah whatever. But we are from a generation where we'd climb [--] high stacks of cars in junk yards to reclaim car parts. https://twitter.com/i/web/status/2020459245024477578 https://twitter.com/i/web/status/2020459245024477578"
X Link 2026-02-08T11:26Z 20.8K followers, [----] engagements
"Winter Olympics beats Summer Olympics by miles for excitement though curling is a bit of a test of viewer endurance. Lawn bowls on ice"
X Link 2026-02-08T14:23Z 20.8K followers, [----] engagements
"First sacrifice to the Gods. A bit 'take my firstborn' but spare me from Mr. S. KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS KEIR STARMER CHIEF OF STAFF MCSWEENEY RESIGNS - SKY REPORTS"
X Link 2026-02-08T14:25Z 20.8K followers, [----] engagements
"@pijoe1212 It is. That is why I see TW as a test of policies and its valuation as a twist between reserves dead in the ground and real cash flows produced by extraction and sale"
X Link 2026-02-08T16:39Z 20.8K followers, [--] engagements
"Weekend post on #Tungsten if you missed it. Includes a look at whether the UK is serious about strategic reserves or is playing accounting tricks. #TUN Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://t.co/zP4jUnXJLu Today's post Tungsten Balls-up Part [--] - The Squeeze continues https://t.co/AgDR0NVGu6 Update on tungsten prices and the UK mine. Then a look at how government policy"
X Link 2026-02-09T08:25Z 20.8K followers, [----] engagements
""New economic data reveals that Russias GDP expansion rate slid from [---] per cent in [----] to [--] per cent in [----] and projections indicate that this sluggish growth trajectory will persist into 2026" Vs UK United Kingdom GDP growth 2024: 0.50.7% 2025: 1.01.3% [----] (projection): 1.31.6% https://twitter.com/i/web/status/2020935709381566755 https://twitter.com/i/web/status/2020935709381566755"
X Link 2026-02-09T18:59Z 20.8K followers, [---] engagements
"Here we go - Vietnamese traffic (no)management evolves naturally from over-control in the Netherlands. It's safer Hanoi traffic mentioned here thanks @SaadMaan15 for the tip off. https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte moins d'accidents qu'ailleurs. #JT20h https://t.co/F8qZ0OtjNF https://polemicpaine.substack.com/p/hanoi-rush-hour Aux Pays-Bas la paradoxe des "routes nues" : il n'y a aucune signalisation ni bande blanche ni piste cyclable mais on y compte"
X Link 2026-02-10T08:41Z 20.8K followers, [----] engagements
"Perhaps Google's 100yr issue is the ultimate debasement trade. 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment boom according 🛑 Alphabets 100-Year Bond Gets Highest Demand in Sterling Sale Alphabet Inc. attracted more than seven times demand for its planned [---] million ($1 billion) ultra-rare 100-year bond drawing [----] billion of orders in a landmark deal tied to the AI investment"
X Link 2026-02-10T13:21Z 20.8K followers, [----] engagements
"Today's post - How to Force the Change - The Energy System Example [--] of [--] on UK stagnation -Parallel paths -Make change competitive with existing systems. -GBE is unaccountable. This makes it so #NetZero #Energy https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart https://polemicpaine.substack.com/p/how-to-force-the-change-the-energyPart"
X Link 2026-02-11T08:23Z 20.8K followers, [---] engagements
"I'd wager that when these things are dug up in [----] years time the archaeologists will say they were for religious ceremonies. Just as archaeologists do today to explain anything they don't otherwise understand. Whether you count renewables as a religion is immaterial. It can take over [----] tons of concrete and [--] tons of steel rebar to form the foundation of a windmill. That windmill might live [----] years but its foundation will outlast our maps our language and probably our species memory of why it was poured. https://t.co/HY0xa49qpx It can take over [----] tons of concrete and [--] tons of"
X Link 2026-02-11T23:21Z 20.8K followers, [----] engagements
"@koenfucius @ManeYakoubian Abattoirs"
X Link 2026-02-12T06:53Z 20.8K followers, [---] engagements
"Can we assume that those laying into Jim Ratcliffe for speaking on UK affairs though not residing in the UK are silent on US politics for the same reason"
X Link 2026-02-12T07:33Z 20.8K followers, [----] engagements
"@ALBACapMgmt @landatthebottom I'm sure you are well connected but if you need any tips DM me"
X Link 2026-02-13T08:09Z 20.8K followers, [--] engagements
"@Gerald_Ashley @MarkDampier @xGeorgeCooper We could rent loss making positions to netherland residents. And charge rent to hold their profit making ones. Going to be A LOT of offshore companies set up and co.s moving hq offshore"
X Link 2026-02-14T14:39Z 20.8K followers, [--] engagements
"Thats it. I promise never to turn on BBC News again. Top UK story: the missing mother of someone in a country thousands of miles away who we have never heard of. Have you really nothing more local or is it cheaper just to stream US news to us rather than create your own content"
X Link 2026-02-14T20:42Z 20.8K followers, 31K engagements
"@almurray Add it to the current lexicon of journalistic S.I. units that includes swimming pools (always olympic size) tennis courts football pitches Belgiums Waleses elephants london buses Eiffel towers and jumbo jets"
X Link 2026-01-25T12:38Z 20.8K followers, [----] engagements
"Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story"
X Link 2026-01-31T19:32Z 20.8K followers, [----] engagements
"Episode [--] confirms. BBC's 'Industry' S4 is totally the Wirecard story. Hope @FD was paid royalties Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story. Catching up on S4 of BBC's industry. I'm missing the dealing room fun. Instead it appears to be becoming the Wirecard story"
X Link 2026-02-04T19:58Z 20.8K followers, [----] engagements
"Today's post Tungsten Balls-up Part [--] - The Squeeze continues Update on tungsten prices and the UK mine. Then a look at how government policy accounts for a 'strategic reserve' - Very Yes Minister. They would LOVE to do nothing. https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d https://polemicpaine.substack.com/p/tungsten-balls-up-part-2-the-squeeze Today's substack post TUNGSTEN BALLS-UP https://t.co/hQoIEhSxsE https://t.co/KadwmLcY3d"
X Link 2026-02-07T17:27Z 20.8K followers, [----] engagements
"@bo66ie29 What they had. What we have"
X Link 2026-02-12T08:03Z 20.8K followers, [----] engagements
"@SaadMaan15 @Gerald_Ashley @MarkDampier @xGeorgeCooper And the higher they set it the more haming amd the higher they set it. Will tend to 100% then blow up. That's the thought experiment conclusion"
X Link 2026-02-14T15:38Z 20.8K followers, [--] engagements
"@richmondie @BBCWorld Scared Bollocks. I m flattered that you think i am influential enough to change things amd If i thought i were i would. I'm just not"
X Link 2026-02-15T10:44Z 20.8K followers, [--] engagements
"The people whose jobs are most under threat from AI are the people on LinkedIn. If your career depends on broadcasting competence to other humans rather than producing measurable output you are describing an intermediation layer which AI will eat alive"
X Link 2026-02-12T15:00Z 20.8K followers, [--] engagements
"Attn @BBCWorld Please act on the above as @richmondie is convinced my intervention will change your policy towards over attention on US events. Thank you Ps please let me know if this will indeed change your focus. Pp"
X Link 2026-02-15T10:48Z 20.8K followers, [----] engagements
"Everyone hates US dollars until all of a sudden they need them to pay their margin calls"
X Link 2020-08-11T20:09Z 20.8K followers, [---] engagements
"I see so many examples of 'loss by complexity' brought on by a belief that the more complex the trade the less likely anyone else is ahead on it. If you think oil is going up the simplest way to make money is not to buy a 3mth call spread in Nok/jpy. It's just to buy oil"
X Link 2020-11-03T17:48Z 20.8K followers, [---] engagements
"Gold market commentary. The price of gold fell hard today as someone sold a lot. Any further explaination is pure speculation unless you are the person who sold that lot and hence know why you did"
X Link 2020-11-27T20:10Z 20.8K followers, [---] engagements
"Boris Johnson would be a diabolical trader. He gets married to his positions and hits his stop losses far too late"
X Link 2020-12-20T13:51Z 20.8K followers, [---] engagements
"Thank you to whoever produced tonight's Boris Bingo card Eyes down at 8pm"
X Link 2021-01-04T17:44Z 20.8K followers, [---] engagements
"Breakeven inflation rates are no more the inflation rate than CDS prices are actual default probabilities or VIX is actual volatility. Implied actual"
X Link 2021-02-18T07:16Z 20.8K followers, [---] engagements
"Every cent made from buying Bitcoin has come from someone else buying bitcoin. It solely redistributes wealth amongst bitcoiners"
X Link 2021-05-05T11:47Z 20.8K followers, [---] engagements
"Contrary to popular belief you can't have an economy based on trading or investing. Someone still has to do the work you are investing in"
X Link 2021-05-25T06:12Z 20.8K followers, [---] engagements
"In finance skills in marketing are now more important than skills in finance"
X Link 2021-06-18T09:29Z 20.8K followers, [---] engagements
"@RampCapitalLLC Selection by random draw rather than ability. 'Dear xxx you have been chosen to represent your country in High Jump" The Olympics would be a laugh"
X Link 2021-07-07T22:00Z 20.8K followers, [---] engagements
"Dispite all the billions of words written courses studied and papers authored company stock prices go up for only two reasons. [--]. The value of the company goes up. [--]. People think the value of the company will go up. 99% of the time it's 2"
X Link 2021-09-04T05:53Z 20.8K followers, [---] engagements
"Evergrande is this year's Deutsche Bank. Everyone predicting it will take down the system but it won't. But they say it may take down Deutsche Bank"
X Link 2021-09-20T09:20Z 20.8K followers, [---] engagements
"China's economy can be about to collapse longer than you can remain short"
X Link 2021-09-22T09:24Z 20.8K followers, [----] engagements
"Twitter misses the big boring bit in the middle. Because it's boring. But it's where most of the money is made"
X Link 2021-09-23T19:32Z 20.8K followers, [---] engagements
"Very little bank research left worth reading. Middle mass is look back and anything look forward is planted in mid herd to avoid attack. Anything controversial is now snuffed out by corp thought police. Bank value is execution only and that'll be finteched away. Game over"
X Link 2021-11-25T13:50Z 20.8K followers, [---] engagements
"Omicron could be it"
X Link 2021-11-29T17:28Z 20.8K followers, [---] engagements
"Energy Jenga"
X Link 2022-03-05T10:22Z 20.8K followers, [---] engagements
"Thanks to whoever originated this. Nailed it"
X Link 2022-04-08T16:35Z 20.8K followers, 13K engagements
"If you are tempted to own something pegged to the USD buy the USD"
X Link 2022-05-11T21:20Z 20.8K followers, [---] engagements
"If every American donated a gun to Ukraine you'd help solve two problems at once"
X Link 2022-05-27T12:57Z 20.8K followers, [---] engagements
"UK is NOT Greece [----] but every trick used against Greece by the global institutions is being wheeled out as they have another Trump moment panic. Summers IMF cue up moodies FT in orgasmic overdriveto embarrass Truss to Uturn as her policy goes against their plan. #SoBrexit"
X Link 2022-09-28T08:00Z 20.8K followers, [---] engagements
"Been out with a friend who is board member of a UK pension fund and advisor to many others. LDI was an allowable risk. So everyone took it as a way to leverage to make underfunded liabilities look funded. Pushed by the structure creators and backed by the big consultants"
X Link 2022-09-28T21:33Z 20.8K followers, [----] engagements
"Heads should roll on this one. [--] years of regulators draconian clamping down on risk in all other sectors of banking and fund mamagdment and this happens in pretty clear sight. DB pensions are bot FCA. Pensions regulator. But it's suited everyone to hide the pension problem"
X Link 2022-09-28T21:33Z 20.8K followers, [---] engagements
"Friend last week attended a pension fund conference. She was amazed that everyone seemed keen to speak about environment social and goverance alongside diversity and compliance. No one really spoke about making the clients any money"
X Link 2022-11-03T22:29Z 20.8K followers, [---] engagements
"Prediction. One day we'll look back and see that the Truss/KK plan was in reality the only path on offer out of the economic swamp the UK is inexorably heading deeper into. BoE and current Tory plans are the morphine of palliative care rather than cure"
X Link 2022-11-04T11:10Z 20.8K followers, [----] engagements
"BoJ arrive at the global bond party"
X Link 2022-12-21T08:57Z 20.8K followers, 72.4K engagements
"Unintended consequences. Forcing the labelling of sesame as an alergen ingredient leads to the addition of sesame to MORE foods. https://cheddar.com/media/new-label-law-has-unintended-effect-sesame-in-more-foods https://cheddar.com/media/new-label-law-has-unintended-effect-sesame-in-more-foods"
X Link 2022-12-22T21:27Z 20.8K followers, 48.6K engagements
"Room service So Mrs P had the hotel burger at [--] whilst I had a lump of fresh tuna bought in the local Tahitian market for [--] sliced up to sashimi served with a bottle of kikoman washed down with Cointreau. Heaven (It's my holiday I'll do what I want)"
X Link 2023-03-22T06:14Z 20.8K followers, 33.5K engagements
"@Anthony_Bonato A Mobius cheat"
X Link 2024-10-01T18:02Z 20.8K followers, 12.1K engagements
"ChatGPT's UK budget when asked to come up with one to drive growth. 👇 ------ Heres a budget proposal designed to stimulate a boom in the UK economy. Each measure is specific targeted and aims to balance growth with fiscal responsibility. [--]. Cut Employer National Insurance Contributions (NICs) Proposal: Reduce employer NICs from 13.8% to 10% and raise the Secondary Threshold from [----] to [-----] to lower hiring costs. Rationale: Reducing payroll taxes encourages businesses to hire invest in staff and expand operations. Lowering NICs has a direct impact on job creation especially for SMEs. ---"
X Link 2025-03-25T12:40Z 20.8K followers, 31.7K engagements
"Bad interviewing. The key question wasn't asked. Miliband is right that the tax rate on North Sea producers doesn't alter the cost we pay for oil and gas. But that point is to do with domestic revenue and security. The key question that wasn't asked is. "Ok so if every country pays the same for oil and gas as you argue how come the UK consumer pays [--] times as for energy as those in other countries""
X Link 2025-04-24T09:05Z 20.8K followers, 21.3K engagements
"@MichaelAArouet Actual data. "Share of married women who say they cheat or are found out". UK could just be more discrete"
X Link 2025-04-27T06:55Z 20.8K followers, 42.8K engagements
"Spain power failure Black start. Effectively have to restart everything from scratch and that takes a lot of time. Caused by lack of inertia in the system as so much was renewable. Read about blackstarts and why they are a nightmare here. https://www.theblackoutreport.co.uk/2023/06/13/black-start/ UPDATE: Spain / Portugal / south of France blackout. Very likely half-a-day needed to fully restore electricity. Black start-able units will need to spin before others can be re-connected. Spanish generation is running at little more than [--] GW (and typical load is [--] GW)."
X Link 2025-04-28T13:41Z 20.8K followers, 26.3K engagements
"@Ed_Miliband So instead of lowering the actual cost of energy you tax everyone more to subsidise the few who cant afford the prices your own policies created. Moral and accounting sleight of hand dressed up as compassion. "
X Link 2025-10-29T07:21Z 20.8K followers, [----] engagements
"So instead of lowering the actual cost of energy you tax everyone more to subsidise the few who cant afford the prices your own policies created. Moral and accounting sleight of hand dressed up as compassion. Were determined to tackle energy affordability for families. This winter nearly [--] million households will receive [---] off their energy bills through the Warm Home Discount. If you're eligible look out for a letter telling you what to do next. 👉 https://t.co/reHcgs4DOA https://t.co/creawmvID7 Were determined to tackle energy affordability for families. This winter nearly [--] million"
X Link 2025-10-29T07:24Z 20.8K followers, 18K engagements
"Parallels between the [----] Credit Crisis and Todays AI Valuations Structural Echoes [--]. Off-balance-sheet leverage. 200608: banks warehoused mortgage risk in SIVs. 2025: hyperscalers are funding AI data centres through SPVs and JVs that sit off the parent balance sheet. Metas $27 bn joint venture with Blue Owl is the current archetype. [--]. Risk transfer engineering. Pre-crisis: CDOs and CDSs transferred exposure to investors. Now: banks like Deutsche Bank are structuring short AI equity baskets and synthetic-risk transfers to hedge the very data-centre loans they originate. Classic"
X Link 2025-11-06T10:28Z 20.8K followers, 138.9K engagements
"Time for my annual check. Has anyone found a use for Bitcoin yet"
X Link 2020-05-25T21:47Z 20.8K followers, [----] engagements
"So far - Haircut up 38% Pint of beer up 23% Hand car wash up 30% Dentist visit up [--] (PPE) Paint up 20-50%. And my favorite 'tins of smoked oysters' - up 14% Shops opening in UK today. Going to be a lot of "Wow that costs a lot more than it used to" #Covlation Shops opening in UK today. Going to be a lot of "Wow that costs a lot more than it used to" #Covlation"
X Link 2020-06-25T06:05Z 20.8K followers, [---] engagements
"Costco email today. #Gold bullion available alongside cheap perfume and golf putters at your local discount warehouse. TDI (Taxi Driver Index) flashing red. H/t @moved_average"
X Link 2020-08-10T06:38Z 20.8K followers, [---] engagements
"Usd cash looks like a wonderful investment. Why Because It is so hated. Smells like squeezy bounce time"
X Link 2020-08-19T17:07Z 20.8K followers, [---] engagements
"Today the ECB will be announcing future purchases of old sofas toys TVs and anything else listed on their new European Buy Any Yield (EBAY) program. "Buying junk and burning it for heat has a better yield than any of the bonds we've bought" said an ECB official"
X Link 2020-09-10T07:05Z 20.8K followers, [---] engagements
"I have a suspicion that a Biden win will see stocks do the reverse 48hrs of the Trump win. Big spike up - then a long fall"
X Link 2020-10-18T18:20Z 20.8K followers, [---] engagements
"Great mirth at the squeezable foam 'stress swan' present my wife gave to our daughter. Here is what my wife saw. and what everyone else saw"
X Link 2020-12-25T14:34Z 20.8K followers, [---] engagements
"Fund managers aren't launching ESG funds to save the world. It's to increase AUM with the bonus of excusing underperformance as being due to client's ESG demands. 'Surely sir can afford to pay us to save the world' Next up - kitten hostage funds. Invest or the kitten gets it"
X Link 2020-12-28T13:56Z 20.8K followers, [---] engagements
"2020 has marked new highs in really stupid people telling us why really clever people are wrong"
X Link 2020-12-30T16:49Z 20.8K followers, [---] engagements
"I've shorted bitcoin"
X Link 2021-01-03T00:05Z 20.8K followers, [---] engagements
"He who controls the server controls the world"
X Link 2021-01-10T11:32Z 20.8K followers, [---] engagements
"@Tennessee_Mojo @bencorke Let's put than in perspective"
X Link 2021-01-23T18:23Z 20.8K followers, [---] engagements
"So. If I go to the pub wearing full PPE a vaccine passport proof of funds available with 6mths statements to prove it isn't money laundered my own hospital bed respirator medications and full ITU team of docs and nurses can I THEN order a beer"
X Link 2021-02-21T10:39Z 20.8K followers, [---] engagements
"Ether $ETH is down 20% since you said this. As I have no position in it could you send my profit to me please If you don't own Ether $ETH you are short Ether. Few understand this. If you don't own Ether $ETH you are short Ether. Few understand this"
X Link 2021-02-26T23:26Z 20.8K followers, [---] engagements
"Those who push hardest for new forms of money are those who want more of existing forms of money"
X Link 2021-02-28T08:06Z 20.8K followers, [---] engagements
"If Nomura has dropped $2 billion on mismatch between execution on margin call and/or remaining contractual risk then the knock on effect is going to be every Prime Broker credit debt going loopy and tightening on margin requirements This could be the great deleveraging"
X Link 2021-03-29T00:27Z 20.8K followers, [---] engagements
"Markets are going to need a new thing. ESG - done Post covid growth - done Renewables - done Electrification - done Space - done Inflation - done Crypto - done Biotech - done Leverage on all the above - done What's the next big thing that you're sure no one has spotted"
X Link 2021-04-08T11:07Z 20.8K followers, [---] engagements
"May explain the slow service. Table not found"
X Link 2021-04-26T18:35Z 20.8K followers, [---] engagements
"Whilst Russian gas is GERMANYS CHANCELLOR MERKEL: NUCLEAR ENERGY IS NOT SUSTAINABLE IN THE LONG TERM. GERMANYS CHANCELLOR MERKEL: NUCLEAR ENERGY IS NOT SUSTAINABLE IN THE LONG TERM"
X Link 2021-07-22T10:32Z 20.8K followers, [---] engagements
"EV home chargers to turn off for 9hrs to prevent blackouts Sell the EV dream of ease of use. Realise there isn't enough electricity. Throttle supply to charge them. . Except to public chargers who are charging you 5x as much for it. #RealityDawning https://www.thetimes.co.uk/article/4ef85eba-133f-11ec-a8a6-db0b408d06d6 https://www.thetimes.co.uk/article/4ef85eba-133f-11ec-a8a6-db0b408d06d6"
X Link 2021-09-12T10:12Z 20.8K followers, [---] engagements
"Good Moooooorning from Cornwall"
X Link 2021-10-17T08:47Z 20.8K followers, [---] engagements
"Started work on my food shortage trade. Worried it could be too big a position for me to manage"
X Link 2022-03-26T11:16Z 20.8K followers, [---] engagements
"Bonds down equities down inflation up. Forget investing the best trade is to get a job"
X Link 2022-04-12T08:07Z 20.8K followers, [---] engagements
"Price caps do not solve energy crises. They create rationing"
X Link 2022-06-23T18:22Z 20.8K followers, [---] engagements
"Good inflation hedge is to have a job. Better inflation hedge is to have a job with inflation linked pay Best inflation hedge is to work for the European Parliament with inflation linked pay large inflation linked pensions and near [--] chance of being fired https://www.politico.eu/article/eu-diplomat-push-back-parliament-budget/ https://www.politico.eu/article/eu-diplomat-push-back-parliament-budget/"
X Link 2022-07-13T16:29Z 20.8K followers, [---] engagements
"'No EU commissioner was (or will be) harmed in the making of this energy disaster' The total failure of Europe's energy policy risks the collapse of the European Union The total failure of Europe's energy policy risks the collapse of the European Union"
X Link 2022-08-22T22:55Z 20.8K followers, [---] engagements
"Beginning to think forward energy has 'gone CDS'. As CDS was erroneously seen as the real probability of default rather than simply as that implied through pricing forward energy price is the cost of hedging rather than what prices will actually be spot at that date forward. Fresh record high prices for and electricity: German 1-year forward: [---] per MWh French 1-year forward: [---] per MWh The 2010-2020 average was around [--] per MWh Russian energy weapon; French nuclear crisis; low wind production. Drought-hit hydro. #EnergyCrisis Fresh record high prices for and electricity: German 1-year"
X Link 2022-08-25T09:07Z 20.8K followers, [---] engagements
"@JavierBlas Masterful trolling of the EU by Mr P. What next "Bats and/or great crested newts spotted near by. Have to suspend operations as they may disturb them" (Works in the UK as a reason to halt everything)"
X Link 2022-09-02T19:08Z 20.8K followers, [---] engagements
"Ethereum down 6% So what exactly has it merged with Turkish lira"
X Link 2022-09-15T20:05Z 20.8K followers, [----] engagements
"There's a chance that BoE buying gilts has triggered a turn in all global assets"
X Link 2022-09-28T10:54Z 20.8K followers, [---] engagements
"Could someone explain to me what the point of the FCA is in an environment where PENSION FUNDS can get themselves leveraged to the point of bankruptcy absent a Bank of England intervention"
X Link 2022-09-28T16:34Z 20.8K followers, [---] engagements
"Everyone thought they'd be fine because of that classic reason 'it hasn't happened before'. As allowed and everyone was doing them logical risk was shoved under carpet because quant risk was low. It was classic herding into leverage. But you can't dream up assets. Boom"
X Link 2022-09-28T21:33Z 20.8K followers, [---] engagements
"Recession. It'll be a recession for financial assets but not for jobs. We are seeing the switch of wealth growth from doing nothing and hoping everyone elses activity will make you richer to one where YOU have to work to increase your wealth. Best inflation hedge A job"
X Link 2023-03-02T06:43Z 20.8K followers, 36K engagements
""Wind power is cheaper." they said. "Your bills will be lower". they said. "No it won't" we said"
X Link 2023-10-26T15:06Z 20.8K followers, 90.8K engagements
"Those of us who have worked for investment banks know Sunak's type full well. When it all blows up he'll still walk away with a healthy pension a board offer from a tech co and an NGO cushy number whilst we the society he was meant to serve will be left with sweet FA"
X Link 2023-11-14T17:49Z 20.8K followers, 16.9K engagements
"Suggestion - Civil service pensions to be indexed to relative GDP per capita growth. Might refocus their minds towards driving growth rather than killing it in regs and restrictions"
X Link 2024-05-09T08:00Z 20.8K followers, 36.6K engagements
"@BurnsideNotTosh Ethiopian population at the time of Band Aid - [--] million Ethiopian population today - [---] million"
X Link 2024-05-19T21:18Z 20.8K followers, 21.6K engagements
"Lunch with a good friend. He observed. More people were killed in the recent Korean lithium battery plant fire than at Fukushima. More people were killed in the last three major lithium battery plant fires than at Chernobyl"
X Link 2024-06-28T20:45Z 20.8K followers, 83.4K engagements
"@Rainmaker1973 [--] x [--] = [---]. What do you do with the spare day and a bit Add in a newly named day of the week once a year called 'Extraday'"
X Link 2024-09-28T11:44Z 20.8K followers, [----] engagements
"Didn't Reeves start her speech with a big dig directed at the Gilt move during the [----] mini-budget She's managed this rise in gilt yields all by herself without any help from pension fund over-leverage LDI unwind. The Gilt Market hates the OBR report on Reeves' Budget. Long yields up 20bp from lows of the day. @EdConwaySky @faisalislam https://t.co/xg0jgESd4g The Gilt Market hates the OBR report on Reeves' Budget. Long yields up 20bp from lows of the day. @EdConwaySky @faisalislam https://t.co/xg0jgESd4g"
X Link 2024-10-30T15:17Z 20.8K followers, 15.3K engagements
"@ecb Don't fall for this. You do not need a digital currency which comes with social control to cure a poor payments system"
X Link 2024-11-01T09:04Z 20.8K followers, [----] engagements
"If Tory policy was palliative care for the UK economy Rachel Reeves' is Dignitas. Prediction. One day we'll look back and see that the Truss/KK plan was in reality the only path on offer out of the economic swamp the UK is inexorably heading deeper into. BoE and current Tory plans are the morphine of palliative care rather than cure. Prediction. One day we'll look back and see that the Truss/KK plan was in reality the only path on offer out of the economic swamp the UK is inexorably heading deeper into. BoE and current Tory plans are the morphine of palliative care rather than cure"
X Link 2025-01-09T11:23Z 20.8K followers, 13.7K engagements
"The F-35 EXPORT. Trump: We'll sell our allies toned down military planes because someday maybe they're not our allies https://t.co/AnmsahRorf Trump: We'll sell our allies toned down military planes because someday maybe they're not our allies https://t.co/AnmsahRorf"
X Link 2025-03-21T18:12Z 20.8K followers, 14.3K engagements
"@BorisJohnson You were Prime Minister when this happened. Had every lever of state at your disposal. Did nothing. Now you expect others to do what you couldnt be bothered to. Have you no shame"
X Link 2025-03-22T08:36Z 20.8K followers, [----] engagements
"@MichaelAArouet Ha Leaving no space for neighbouring drivers to get in but not caring because you don't have to get in or out yourself"
X Link 2025-03-29T11:55Z 20.8K followers, 15.5K engagements
"@vonderleyen EU tariffs on US imports as of Dec '24"
X Link 2025-04-01T07:52Z 20.8K followers, 23.6K engagements
"@BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic"
X Link 2025-05-19T20:49Z 20.8K followers, 10.9K engagements
""This island is made mainly of coal and surrounded by fish. Only an organizing genius could produce a shortage of coal and fish at the same " Aneurin Bevan [--] May [----] @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic. @BurnsideWasTosh Starmer makes Philby Burgess and Maclean look patriotic"
X Link 2025-05-20T06:09Z 20.8K followers, 10.4K engagements
"@fatboi007 = 'If you know I'm a crook selling a scam you aren't my mark'"
X Link 2025-06-08T06:15Z 20.8K followers, 21.6K engagements
"Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I Bank of England to redesign banknotes - and wants your help https://t.co/N2kMeRvO3I"
X Link 2025-07-02T21:45Z 20.8K followers, 42.6K engagements
"@FT Ffs. Offices are airconned so no need to look like a 9-year-old French quant"
X Link 2025-08-16T18:27Z 20.8K followers, [----] engagements
"Capital gains tax on hard assets is a tax on inflation. The dirty little secret is that inflation is good for the government. Inflation + Nominal Taxation- Capital gains tax is charged on nominal gains not real gains. If inflation is 5% and your asset just keeps pace with inflation your purchasing power is unchangedbut the tax system records a gain and takes a slice. The state effectively confiscates a fraction of inflation compounding over time. Hidden Wealth Transfer Mechanism - Individuals lose real wealth while the state gains real resources. Its similar to financial repression via"
X Link 2025-08-20T06:35Z 20.8K followers, 27K engagements
"We hosted my daughter's wedding over the weekend. It was perfect and the best day of our lives. #Perspectives"
X Link 2025-09-01T07:48Z 20.8K followers, [----] engagements
"Lest we forget. How they laughed Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV Germany races to secure US sanctions exemption for Rosneft refineries https://t.co/OMPpttklOV"
X Link 2025-10-24T11:25Z 20.8K followers, 35.1K engagements
"Awww. They changed the headline overnight"
X Link 2025-10-29T07:10Z 20.8K followers, 117.5K engagements
"No civil service or state employee pension was harmed in the making of the policy. BECAUSE THEY ARE ALL ON NICE FINAL SALARY DEFINED BENEFIT PENSIONS. "Rachel Reeves prepares raid on pension tax perks" https://www.telegraph.co.uk/business/2025/10/31/rachel-reeves-prepares-raid-on-pension-tax-perks/ https://www.telegraph.co.uk/business/2025/10/31/rachel-reeves-prepares-raid-on-pension-tax-perks/"
X Link 2025-10-31T22:47Z 20.8K followers, 17.6K engagements
"No civil service or state employee defined benefit pension was harmed in the making of this policy. 🚨 NEW: Rachel Reeves will use the Budget to impose a 2k-a-year limit on how much salary can go into a pension before paying National Insurance The move will raise 2bn and hit salary sacrifice schemes @thetimes 🚨 NEW: Rachel Reeves will use the Budget to impose a 2k-a-year limit on how much salary can go into a pension before paying National Insurance The move will raise 2bn and hit salary sacrifice schemes @thetimes"
X Link 2025-11-08T16:51Z 20.8K followers, 94.7K engagements
"@paulkrugman This is the 1st cited reference I have received from a Nobel Laureate and I will wear it with pride even if just twitter. Thx"
X Link 2016-11-02T16:19Z 20.8K followers, [---] engagements
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