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# ![@philippilk Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1422244983856410628.png) @philippilk Philip Pilkington

Philip Pilkington posts on X about gdp, hungary, eu, up the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1422244983856410628/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422244983856410628/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +62%
- X Months XXXXXXXXXX +28%
- X Year XXXXXXXXXX -XX%

### Mentions: XX [#](/creator/twitter::1422244983856410628/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422244983856410628/c:line/m:posts_active.svg)

- X Week XX +29%
- X Month XXX +3.30%
- X Months XXX -XX%
- X Year XXXXX -XXXX%

### Followers: XXXXXX [#](/creator/twitter::1422244983856410628/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422244983856410628/c:line/m:followers.svg)

- X Week XXXXXX +0.14%
- X Month XXXXXX +0.55%
- X Months XXXXXX +17%
- X Year XXXXXX +41%

### CreatorRank: XXXXXXX [#](/creator/twitter::1422244983856410628/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1422244983856410628/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1422244983856410628/influence)
---

**Social category influence**
[finance](/list/finance)  XXXX% [countries](/list/countries)  XXX% [currencies](/list/currencies)  XXXX% [events](/list/events)  #523 [fashion brands](/list/fashion-brands)  XXXX% [travel destinations](/list/travel-destinations)  XXXX% [automotive brands](/list/automotive-brands)  XXXX% [exchanges](/list/exchanges)  XXXX% [stocks](/list/stocks)  XXXX%

**Social topic influence**
[gdp](/topic/gdp) #31, [hungary](/topic/hungary) #152, [eu](/topic/eu) #299, [up the](/topic/up-the) 0.85%, [investment](/topic/investment) 0.64%, [private equity](/topic/private-equity) #66, [china](/topic/china) #1968, [money](/topic/money) 0.64%, [countries](/topic/countries) 0.43%, [ireland](/topic/ireland) #700

**Top accounts mentioned or mentioned by**
[@philwmagness](/creator/undefined) [@punishedalbert](/creator/undefined) [@nigelforrester9](/creator/undefined) [@pimlicojournal](/creator/undefined) [@lemanwalters](/creator/undefined) [@admcollingwood](/creator/undefined) [@joseporodri01](/creator/undefined) [@douglasritz](/creator/undefined) [@cunneenkeith](/creator/undefined) [@itobrebels](/creator/undefined) [@grok](/creator/undefined) [@scottgoetz](/creator/undefined) [@patrick41116180](/creator/undefined) [@vonderleyen](/creator/undefined) [@imyoungchilduwu](/creator/undefined) [@chasewpatterson](/creator/undefined) [@ft](/creator/undefined) [@endoranvanguard](/creator/undefined) [@gonglei89](/creator/undefined) [@jz281c](/creator/undefined)
### Top Social Posts [#](/creator/twitter::1422244983856410628/posts)
---
Top posts by engagements in the last XX hours

"Web Summit should just take over Irelands entire trade and investment portfolio. Actually position the country for the emerging multipolar world. ๐ŸŒ"  
[X Link](https://x.com/philippilk/status/1977328413242433704) [@philippilk](/creator/x/philippilk) 2025-10-12T11:00Z 40.1K followers, 3299 engagements


"These people have literally no idea what they are talking about. Debt/deficits are measured as a % of GDP. The average migrant in UK adds around 30k to GDP annually and costs HM Treasury maybe 3k or so. The anti-migrationists need to get this right or nothing will change"  
[X Link](https://x.com/philippilk/status/1978349636579364891) [@philippilk](/creator/x/philippilk) 2025-10-15T06:38Z 40.1K followers, 135.8K engagements


"If youre a Foreign Minister like @sikorskiradek do you not get your tweets fact-checked so as not to embarrass yourself Hungary has a PPP-adjusted per capita GDP of $48.2k. Greece has one of $44.9k. Poland needs to professionalise its government. Sad"  
[X Link](https://x.com/philippilk/status/1979477449063772596) [@philippilk](/creator/x/philippilk) 2025-10-18T09:19Z 40.1K followers, 2678 engagements


"The anonymous sources who feed the @FT fake news factory obviously have no access to the White House and are just making up stories. They are coping so hard because of the Budapest peace summit their made up story factory is spinning out stuff no one could take seriously"  
[X Link](https://x.com/philippilk/status/1979479671382442254) [@philippilk](/creator/x/philippilk) 2025-10-18T09:28Z 40.1K followers, 3209 engagements


"The late liberal version of the late Soviet Union is basically a bunch of parasitic PE firms demolishing the remnants of what used to be a capitalist economy"  
[X Link](https://x.com/philippilk/status/1979623322196594981) [@philippilk](/creator/x/philippilk) 2025-10-18T18:59Z 40.1K followers, 22.2K engagements


"EU leaders are trying to play the diplomatic games the US played in the Obama era. But Finland is not the US. The rest of the world watches this stuff and concludes you are a rogue state that promotes conflict globally. Finland is not large enough to get away with this. ๐Ÿ“‰"  
[X Link](https://x.com/philippilk/status/1978361529088028934) [@philippilk](/creator/x/philippilk) 2025-10-15T07:25Z 40.1K followers, 10.8K engagements


"Fund managers also now well aware that a meltdown in private equity/credit - which will probably come on the back of a burst AI bubble - is very likely to lead to a systemic credit event. There is now a decent consensus that the US is heading toward a 2008-style crisis. ๐Ÿ“‰"  
[X Link](https://x.com/philippilk/status/1978378350038057165) [@philippilk](/creator/x/philippilk) 2025-10-15T08:32Z 40.1K followers, 10.6K engagements


"Even the Hungarian opposition is endorsing the Budapest peace summit. Remember @magyarpeterMP is a member of @EPP whose leader @ManfredWeber is a fanatical warmonger. Despite Magyars failings it shows true character to break with lunatics like Warlover Weber on this issue"  
[X Link](https://x.com/philippilk/status/1979232974978597243) [@philippilk](/creator/x/philippilk) 2025-10-17T17:08Z 40.1K followers, 1891 engagements


"The average European country is completely isolated with a hysterical leadership class that resembles the sort of people you find in hermit kingdoms. Hungary meanwhile dominates on the world stage. Winners like winning. Losers love losing. What can you say"  
[X Link](https://x.com/philippilk/status/1979562151753683294) [@philippilk](/creator/x/philippilk) 2025-10-18T14:56Z 40.1K followers, 7904 engagements


"Uh oh. So the WSJ has run an article saying that the Hungarian opposition led by @magyarpeterMP is basically a pro-Ukrainian op designed to defang any opposition to the war in Europe. This is NOT how you win an election in Hungary guys. ๐Ÿ—ณ"  
[X Link](https://x.com/philippilk/status/1979838875507027979) [@philippilk](/creator/x/philippilk) 2025-10-19T09:15Z 40.1K followers, 2461 engagements


"From Dan Wangs new book. Interesting thesis. Engineers do tend to think in terms of solving problems. Lawyers profit when there are unsolvable problems"  
[X Link](https://x.com/philippilk/status/1957011489497247811) [@philippilk](/creator/x/philippilk) 2025-08-17T09:27Z 40.1K followers, 3.5M engagements


"1/ Is history repeating itself in the US housing market Economic historians are well aware that Florida often turns out to be Ground Zero for housing market crashes. This was the case in 1929 and in 2008. Is the decline in condo prices telling us a housing bubble is popping ๐Ÿงต"  
[X Link](https://x.com/philippilk/status/1971174399001968835) [@philippilk](/creator/x/philippilk) 2025-09-25T11:26Z 40.1K followers, 5053 engagements


"Fiat currencies can only be debased relative to one another. Euro is trading high. Dollar is down. Its dedollarisation guys just accept it. Everyone knows it now. ๐Ÿ’ต๐Ÿ“‰"  
[X Link](https://x.com/philippilk/status/1975583157971001600) [@philippilk](/creator/x/philippilk) 2025-10-07T15:25Z 40.1K followers, 6873 engagements


"3/ A study I did with @hiia_budapest shows that the situation is even worse. It is not just the Romanian government overborrowing. The whole country is borrowing to prop up consumption that it cannot afford through massive imports that are not balanced by exports"  
[X Link](https://x.com/philippilk/status/1975920029389726090) [@philippilk](/creator/x/philippilk) 2025-10-08T13:43Z 40.1K followers, XXX engagements


"4/ The trade deficit today is being completed propped up by issuing Romanian government debt to foreigners"  
[X Link](https://x.com/philippilk/status/1975920033831510239) [@philippilk](/creator/x/philippilk) 2025-10-08T13:43Z 40.1K followers, XXX engagements


"Looks like the AI bubble is propping up the way over-leveraged private equity sector. If this sinks it could be nightmarish for pension funds - and for those that will be tasked with bailing them out. ๐Ÿ“‰"  
[X Link](https://x.com/philippilk/status/1976617209767039404) [@philippilk](/creator/x/philippilk) 2025-10-10T11:54Z 40.1K followers, 2603 engagements


"More details on the fiscal mess in Romania. It's pretty amazing that policymakers there ignored a current account deficit of over X% of GDP. But here we are. And imagine they had the nerve to tell Hungarians and Slovaks that Romania was a richer country. Chutzpah"  
[X Link](https://x.com/philippilk/status/1976634156269670534) [@philippilk](/creator/x/philippilk) 2025-10-10T13:01Z 40.1K followers, 2265 engagements


"Those look suspiciously like hypersonic glide vehicles. That implies that North Korea has weaponry that is far more advanced than the United States which is still using XX year old Tomahawk designs. ๐Ÿš€"  
[X Link](https://x.com/philippilk/status/1977028149088338016) [@philippilk](/creator/x/philippilk) 2025-10-11T15:06Z 40.1K followers, 7466 engagements


"If the export controls the Chinese just put in place really do tank the NASDAQ - which in turn will unwind what is left of USD hegemony - historians are going to surely note how dry the MOFCOM statement was that launched the economic nuclear weapon"  
[X Link](https://x.com/philippilk/status/1977350317554463144) [@philippilk](/creator/x/philippilk) 2025-10-12T12:27Z 40.1K followers, 11.3K engagements


"Interestingly bonds rallied on Friday in a way they didnt after Liberation Day. This likely signals that if the AI bubble does blow domestic investors will put some downward pressure on bond yields. Whether thats enough to counter foreign money exiting remains to be seen"  
[X Link](https://x.com/philippilk/status/1977619761019441553) [@philippilk](/creator/x/philippilk) 2025-10-13T06:17Z 40.1K followers, 2433 engagements


"Compare the error ranges on the Hungarian pro-gov polls versus the opposition polls over time. The error on the opposition polls has risen around XXX% over time. The error on the pro-gov polls has risen maybe 50%. The opposition polls look incredibly dubious and fake. ๐Ÿ—ณ"  
[X Link](https://x.com/philippilk/status/1977672200548401362) [@philippilk](/creator/x/philippilk) 2025-10-13T09:46Z 40.1K followers, 3947 engagements


"Trump admin in hard reverse as we approach market open. I think the messaging might just about work. But the AI bubble has taken another credibility hit. Only dumb money and money that is forced to be there is invested in Mag X these days. ๐Ÿซง"  
[X Link](https://x.com/philippilk/status/1977695066157101115) [@philippilk](/creator/x/philippilk) 2025-10-13T11:17Z 40.1K followers, 9477 engagements


"The duality in markets these past three years is nuts. You have the tech bulls and the gold bugs in the lead. The former are USD believers who think AI is heading toward the singularity. The latter think that the US empire is collapsing and AI is a giant bubble. ๐ŸŒถ"  
[X Link](https://x.com/philippilk/status/1978007745577263429) [@philippilk](/creator/x/philippilk) 2025-10-14T07:59Z 40.1K followers, 5139 engagements


"3/ The fallout from the comments was so bad that @Lagarde had to say that France was not heading for a bailout"  
[X Link](https://x.com/philippilk/status/1978073232684060905) [@philippilk](/creator/x/philippilk) 2025-10-14T12:19Z 40.1K followers, XXX engagements


"@Lagarde 4/ But the reality is that French bond yields are now above Italian bond yields. France is barrelling toward a fiscal crisis"  
[X Link](https://x.com/philippilk/status/1978073757290762455) [@philippilk](/creator/x/philippilk) 2025-10-14T12:21Z 40.1K followers, XXX engagements


"33% of fund managers now think the biggest tail risk to their portfolios is the bursting of the AI bubble. The only money still driving the Mag X is dumb money and stuck money - and maybe moving forward a few brave speculators. ๐Ÿซง"  
[X Link](https://x.com/philippilk/status/1978364478300282963) [@philippilk](/creator/x/philippilk) 2025-10-15T07:37Z 40.1K followers, 2106 engagements


"Fiscal sustainability is measured as debt/deficit as a % of GDP. So if an immigrant adds more to GDP than they take from the public purse they net stabilise the fiscal balance. Im always shocked how poorly this is understood in online discussions on migration"  
[X Link](https://x.com/philippilk/status/1978380464353120360) [@philippilk](/creator/x/philippilk) 2025-10-15T08:40Z 40.1K followers, 12K engagements


"@G0ADM Just remember: every failed war you back in Eastern Europe and every "investment" in a Trident SLBM that does not fire means another wave of migrants to prop up the collapsing financial structure used to support it. That's the hard reality"  
[X Link](https://x.com/philippilk/status/1978414993675624659) [@philippilk](/creator/x/philippilk) 2025-10-15T10:57Z 40.1K followers, 6740 engagements


"The British anti-migrationists will not acknowledge this. Their reaction is emotional. So no real planning or policy will be formulated. And soon - very soon - Britain will get the Faragewave"  
[X Link](https://x.com/philippilk/status/1978421052863648099) [@philippilk](/creator/x/philippilk) 2025-10-15T11:21Z 40.1K followers, 3607 engagements


"Increasingly the UK can be thought of a Guns and Migrants economic model. Leaders focus on maintaining global relevance and pay for it by replacing more and more of their population. Very strange economic model in my humble opinion"  
[X Link](https://x.com/philippilk/status/1978425001733705920) [@philippilk](/creator/x/philippilk) 2025-10-15T11:37Z 40.1K followers, 5616 engagements


"Im a European. I hate seeing the EU getting robbed blind by an obvious grift. At the same time when you have complete losers like @vonderleyen and @sikorskiradek in power it is hilarious to watch them get looted by smarter and more powerful people. Losers. ๐Ÿฟ"  
[X Link](https://x.com/philippilk/status/1978559463431746035) [@philippilk](/creator/x/philippilk) 2025-10-15T20:31Z 40.1K followers, 3369 engagements


"Global peace summit: inbound. Its not easy. Its not guaranteed. Im the first one to criticise some of the weirder stuff. But there is some progress in the Middle East. The only choice is to keep pushing"  
[X Link](https://x.com/philippilk/status/1978560846964891785) [@philippilk](/creator/x/philippilk) 2025-10-15T20:37Z 40.1K followers, 3412 engagements


"Trade war coverage is just getting weird lol"  
[X Link](https://x.com/philippilk/status/1978783787363278928) [@philippilk](/creator/x/philippilk) 2025-10-16T11:23Z 40.1K followers, 1930 engagements


"This is what is currently propping up the trade deficit and the dollar in America. The tech bubble is propping up US living standards. ๐Ÿซง"  
[X Link](https://x.com/philippilk/status/1978784429712519193) [@philippilk](/creator/x/philippilk) 2025-10-16T11:25Z 40.1K followers, 5364 engagements


"JP Morgan to USD investors: GTFO of Dodge. ๐Ÿ“‰"  
[X Link](https://x.com/philippilk/status/1979068661001318597) [@philippilk](/creator/x/philippilk) 2025-10-17T06:15Z 40.1K followers, 9576 engagements


"Whats happening in Hungary right now is wild. When the political opposition decides to start calling to overthrow the state on behalf of a foreign power dont be surprised when really gnarly stuff starts coming out. A patriotic opposition would be much more successful than this"  
[X Link](https://x.com/philippilk/status/1976616542000599087) [@philippilk](/creator/x/philippilk) 2025-10-10T11:51Z 40.1K followers, 5629 engagements


"If this doesnt get resolved fairly quickly the AI bubble will likely burst and the entire US economy will unwind in a way that very few people are ready for"  
[X Link](https://x.com/philippilk/status/1976999117470810529) [@philippilk](/creator/x/philippilk) 2025-10-11T13:11Z 40.1K followers, 22.2K engagements


"When are British anti-migrationists going to figure it out. HM Treasury tells every PM that comes in that their choice is between continued migration and state bankruptcy. None dare resist. Without getting birth rates up this is the fate of Britain - no matter who is PM"  
[X Link](https://x.com/philippilk/status/1978083746382270819) [@philippilk](/creator/x/philippilk) 2025-10-14T13:01Z 40.1K followers, 100.2K engagements


"The Chinese have been developing their rare earth game since at least 1992. Wow"  
[X Link](https://x.com/philippilk/status/1978363668057211185) [@philippilk](/creator/x/philippilk) 2025-10-15T07:33Z 40.1K followers, 3539 engagements


"Its a pity @_FriedrichMerz is busy facilitating the looting of his country by American private equity firms and cannot pay attention to the grim-looking energy situation in Germany. ๐Ÿ“‰"  
[X Link](https://x.com/philippilk/status/1978398912609431954) [@philippilk](/creator/x/philippilk) 2025-10-15T09:53Z 40.1K followers, 6084 engagements


"Are British leaders aware that there are conversations going on in highly influential circles that the countrys nuclear deterrent should be dismantled because Britain is falling apart Here is @TuckerCarlson. I have heard this from Americans before actually. ๐Ÿ“‰"  
[X Link](https://x.com/philippilk/status/1979575155732234736) [@philippilk](/creator/x/philippilk) 2025-10-18T15:47Z 40.1K followers, 11.3K engagements


"The deep truth is that Irelands reputation is already being destroyed because its leadership class is following the wacko warmongers in the EU. I travel a lot. Everyone asks me why Ireland went from being a neutral country with high credibility to being a bit of a joke"  
[X Link](https://x.com/philippilk/status/1979631916803633305) [@philippilk](/creator/x/philippilk) 2025-10-18T19:33Z 40.1K followers, 4337 engagements


"Whats actually going on is that the crazy Polish government is running fiscal deficits of nearly X% of GDP to support an import boom from Germany (3.09 billion current account deficit in August 2025). I couldnt think of a less responsible fiscal policy"  
[X Link](https://x.com/philippilk/status/1979856469433692243) [@philippilk](/creator/x/philippilk) 2025-10-19T10:25Z 40.1K followers, 7066 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.]

@philippilk Avatar @philippilk Philip Pilkington

Philip Pilkington posts on X about gdp, hungary, eu, up the the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

Engagements Line Chart

  • X Week XXXXXXX -XX%
  • X Month XXXXXXXXX +62%
  • X Months XXXXXXXXXX +28%
  • X Year XXXXXXXXXX -XX%

Mentions: XX #

Mentions Line Chart

  • X Week XX +29%
  • X Month XXX +3.30%
  • X Months XXX -XX%
  • X Year XXXXX -XXXX%

Followers: XXXXXX #

Followers Line Chart

  • X Week XXXXXX +0.14%
  • X Month XXXXXX +0.55%
  • X Months XXXXXX +17%
  • X Year XXXXXX +41%

CreatorRank: XXXXXXX #

CreatorRank Line Chart

Social Influence #


Social category influence finance XXXX% countries XXX% currencies XXXX% events #523 fashion brands XXXX% travel destinations XXXX% automotive brands XXXX% exchanges XXXX% stocks XXXX%

Social topic influence gdp #31, hungary #152, eu #299, up the 0.85%, investment 0.64%, private equity #66, china #1968, money 0.64%, countries 0.43%, ireland #700

Top accounts mentioned or mentioned by @philwmagness @punishedalbert @nigelforrester9 @pimlicojournal @lemanwalters @admcollingwood @joseporodri01 @douglasritz @cunneenkeith @itobrebels @grok @scottgoetz @patrick41116180 @vonderleyen @imyoungchilduwu @chasewpatterson @ft @endoranvanguard @gonglei89 @jz281c

Top Social Posts #


Top posts by engagements in the last XX hours

"Web Summit should just take over Irelands entire trade and investment portfolio. Actually position the country for the emerging multipolar world. ๐ŸŒ"
X Link @philippilk 2025-10-12T11:00Z 40.1K followers, 3299 engagements

"These people have literally no idea what they are talking about. Debt/deficits are measured as a % of GDP. The average migrant in UK adds around 30k to GDP annually and costs HM Treasury maybe 3k or so. The anti-migrationists need to get this right or nothing will change"
X Link @philippilk 2025-10-15T06:38Z 40.1K followers, 135.8K engagements

"If youre a Foreign Minister like @sikorskiradek do you not get your tweets fact-checked so as not to embarrass yourself Hungary has a PPP-adjusted per capita GDP of $48.2k. Greece has one of $44.9k. Poland needs to professionalise its government. Sad"
X Link @philippilk 2025-10-18T09:19Z 40.1K followers, 2678 engagements

"The anonymous sources who feed the @FT fake news factory obviously have no access to the White House and are just making up stories. They are coping so hard because of the Budapest peace summit their made up story factory is spinning out stuff no one could take seriously"
X Link @philippilk 2025-10-18T09:28Z 40.1K followers, 3209 engagements

"The late liberal version of the late Soviet Union is basically a bunch of parasitic PE firms demolishing the remnants of what used to be a capitalist economy"
X Link @philippilk 2025-10-18T18:59Z 40.1K followers, 22.2K engagements

"EU leaders are trying to play the diplomatic games the US played in the Obama era. But Finland is not the US. The rest of the world watches this stuff and concludes you are a rogue state that promotes conflict globally. Finland is not large enough to get away with this. ๐Ÿ“‰"
X Link @philippilk 2025-10-15T07:25Z 40.1K followers, 10.8K engagements

"Fund managers also now well aware that a meltdown in private equity/credit - which will probably come on the back of a burst AI bubble - is very likely to lead to a systemic credit event. There is now a decent consensus that the US is heading toward a 2008-style crisis. ๐Ÿ“‰"
X Link @philippilk 2025-10-15T08:32Z 40.1K followers, 10.6K engagements

"Even the Hungarian opposition is endorsing the Budapest peace summit. Remember @magyarpeterMP is a member of @EPP whose leader @ManfredWeber is a fanatical warmonger. Despite Magyars failings it shows true character to break with lunatics like Warlover Weber on this issue"
X Link @philippilk 2025-10-17T17:08Z 40.1K followers, 1891 engagements

"The average European country is completely isolated with a hysterical leadership class that resembles the sort of people you find in hermit kingdoms. Hungary meanwhile dominates on the world stage. Winners like winning. Losers love losing. What can you say"
X Link @philippilk 2025-10-18T14:56Z 40.1K followers, 7904 engagements

"Uh oh. So the WSJ has run an article saying that the Hungarian opposition led by @magyarpeterMP is basically a pro-Ukrainian op designed to defang any opposition to the war in Europe. This is NOT how you win an election in Hungary guys. ๐Ÿ—ณ"
X Link @philippilk 2025-10-19T09:15Z 40.1K followers, 2461 engagements

"From Dan Wangs new book. Interesting thesis. Engineers do tend to think in terms of solving problems. Lawyers profit when there are unsolvable problems"
X Link @philippilk 2025-08-17T09:27Z 40.1K followers, 3.5M engagements

"1/ Is history repeating itself in the US housing market Economic historians are well aware that Florida often turns out to be Ground Zero for housing market crashes. This was the case in 1929 and in 2008. Is the decline in condo prices telling us a housing bubble is popping ๐Ÿงต"
X Link @philippilk 2025-09-25T11:26Z 40.1K followers, 5053 engagements

"Fiat currencies can only be debased relative to one another. Euro is trading high. Dollar is down. Its dedollarisation guys just accept it. Everyone knows it now. ๐Ÿ’ต๐Ÿ“‰"
X Link @philippilk 2025-10-07T15:25Z 40.1K followers, 6873 engagements

"3/ A study I did with @hiia_budapest shows that the situation is even worse. It is not just the Romanian government overborrowing. The whole country is borrowing to prop up consumption that it cannot afford through massive imports that are not balanced by exports"
X Link @philippilk 2025-10-08T13:43Z 40.1K followers, XXX engagements

"4/ The trade deficit today is being completed propped up by issuing Romanian government debt to foreigners"
X Link @philippilk 2025-10-08T13:43Z 40.1K followers, XXX engagements

"Looks like the AI bubble is propping up the way over-leveraged private equity sector. If this sinks it could be nightmarish for pension funds - and for those that will be tasked with bailing them out. ๐Ÿ“‰"
X Link @philippilk 2025-10-10T11:54Z 40.1K followers, 2603 engagements

"More details on the fiscal mess in Romania. It's pretty amazing that policymakers there ignored a current account deficit of over X% of GDP. But here we are. And imagine they had the nerve to tell Hungarians and Slovaks that Romania was a richer country. Chutzpah"
X Link @philippilk 2025-10-10T13:01Z 40.1K followers, 2265 engagements

"Those look suspiciously like hypersonic glide vehicles. That implies that North Korea has weaponry that is far more advanced than the United States which is still using XX year old Tomahawk designs. ๐Ÿš€"
X Link @philippilk 2025-10-11T15:06Z 40.1K followers, 7466 engagements

"If the export controls the Chinese just put in place really do tank the NASDAQ - which in turn will unwind what is left of USD hegemony - historians are going to surely note how dry the MOFCOM statement was that launched the economic nuclear weapon"
X Link @philippilk 2025-10-12T12:27Z 40.1K followers, 11.3K engagements

"Interestingly bonds rallied on Friday in a way they didnt after Liberation Day. This likely signals that if the AI bubble does blow domestic investors will put some downward pressure on bond yields. Whether thats enough to counter foreign money exiting remains to be seen"
X Link @philippilk 2025-10-13T06:17Z 40.1K followers, 2433 engagements

"Compare the error ranges on the Hungarian pro-gov polls versus the opposition polls over time. The error on the opposition polls has risen around XXX% over time. The error on the pro-gov polls has risen maybe 50%. The opposition polls look incredibly dubious and fake. ๐Ÿ—ณ"
X Link @philippilk 2025-10-13T09:46Z 40.1K followers, 3947 engagements

"Trump admin in hard reverse as we approach market open. I think the messaging might just about work. But the AI bubble has taken another credibility hit. Only dumb money and money that is forced to be there is invested in Mag X these days. ๐Ÿซง"
X Link @philippilk 2025-10-13T11:17Z 40.1K followers, 9477 engagements

"The duality in markets these past three years is nuts. You have the tech bulls and the gold bugs in the lead. The former are USD believers who think AI is heading toward the singularity. The latter think that the US empire is collapsing and AI is a giant bubble. ๐ŸŒถ"
X Link @philippilk 2025-10-14T07:59Z 40.1K followers, 5139 engagements

"3/ The fallout from the comments was so bad that @Lagarde had to say that France was not heading for a bailout"
X Link @philippilk 2025-10-14T12:19Z 40.1K followers, XXX engagements

"@Lagarde 4/ But the reality is that French bond yields are now above Italian bond yields. France is barrelling toward a fiscal crisis"
X Link @philippilk 2025-10-14T12:21Z 40.1K followers, XXX engagements

"33% of fund managers now think the biggest tail risk to their portfolios is the bursting of the AI bubble. The only money still driving the Mag X is dumb money and stuck money - and maybe moving forward a few brave speculators. ๐Ÿซง"
X Link @philippilk 2025-10-15T07:37Z 40.1K followers, 2106 engagements

"Fiscal sustainability is measured as debt/deficit as a % of GDP. So if an immigrant adds more to GDP than they take from the public purse they net stabilise the fiscal balance. Im always shocked how poorly this is understood in online discussions on migration"
X Link @philippilk 2025-10-15T08:40Z 40.1K followers, 12K engagements

"@G0ADM Just remember: every failed war you back in Eastern Europe and every "investment" in a Trident SLBM that does not fire means another wave of migrants to prop up the collapsing financial structure used to support it. That's the hard reality"
X Link @philippilk 2025-10-15T10:57Z 40.1K followers, 6740 engagements

"The British anti-migrationists will not acknowledge this. Their reaction is emotional. So no real planning or policy will be formulated. And soon - very soon - Britain will get the Faragewave"
X Link @philippilk 2025-10-15T11:21Z 40.1K followers, 3607 engagements

"Increasingly the UK can be thought of a Guns and Migrants economic model. Leaders focus on maintaining global relevance and pay for it by replacing more and more of their population. Very strange economic model in my humble opinion"
X Link @philippilk 2025-10-15T11:37Z 40.1K followers, 5616 engagements

"Im a European. I hate seeing the EU getting robbed blind by an obvious grift. At the same time when you have complete losers like @vonderleyen and @sikorskiradek in power it is hilarious to watch them get looted by smarter and more powerful people. Losers. ๐Ÿฟ"
X Link @philippilk 2025-10-15T20:31Z 40.1K followers, 3369 engagements

"Global peace summit: inbound. Its not easy. Its not guaranteed. Im the first one to criticise some of the weirder stuff. But there is some progress in the Middle East. The only choice is to keep pushing"
X Link @philippilk 2025-10-15T20:37Z 40.1K followers, 3412 engagements

"Trade war coverage is just getting weird lol"
X Link @philippilk 2025-10-16T11:23Z 40.1K followers, 1930 engagements

"This is what is currently propping up the trade deficit and the dollar in America. The tech bubble is propping up US living standards. ๐Ÿซง"
X Link @philippilk 2025-10-16T11:25Z 40.1K followers, 5364 engagements

"JP Morgan to USD investors: GTFO of Dodge. ๐Ÿ“‰"
X Link @philippilk 2025-10-17T06:15Z 40.1K followers, 9576 engagements

"Whats happening in Hungary right now is wild. When the political opposition decides to start calling to overthrow the state on behalf of a foreign power dont be surprised when really gnarly stuff starts coming out. A patriotic opposition would be much more successful than this"
X Link @philippilk 2025-10-10T11:51Z 40.1K followers, 5629 engagements

"If this doesnt get resolved fairly quickly the AI bubble will likely burst and the entire US economy will unwind in a way that very few people are ready for"
X Link @philippilk 2025-10-11T13:11Z 40.1K followers, 22.2K engagements

"When are British anti-migrationists going to figure it out. HM Treasury tells every PM that comes in that their choice is between continued migration and state bankruptcy. None dare resist. Without getting birth rates up this is the fate of Britain - no matter who is PM"
X Link @philippilk 2025-10-14T13:01Z 40.1K followers, 100.2K engagements

"The Chinese have been developing their rare earth game since at least 1992. Wow"
X Link @philippilk 2025-10-15T07:33Z 40.1K followers, 3539 engagements

"Its a pity @_FriedrichMerz is busy facilitating the looting of his country by American private equity firms and cannot pay attention to the grim-looking energy situation in Germany. ๐Ÿ“‰"
X Link @philippilk 2025-10-15T09:53Z 40.1K followers, 6084 engagements

"Are British leaders aware that there are conversations going on in highly influential circles that the countrys nuclear deterrent should be dismantled because Britain is falling apart Here is @TuckerCarlson. I have heard this from Americans before actually. ๐Ÿ“‰"
X Link @philippilk 2025-10-18T15:47Z 40.1K followers, 11.3K engagements

"The deep truth is that Irelands reputation is already being destroyed because its leadership class is following the wacko warmongers in the EU. I travel a lot. Everyone asks me why Ireland went from being a neutral country with high credibility to being a bit of a joke"
X Link @philippilk 2025-10-18T19:33Z 40.1K followers, 4337 engagements

"Whats actually going on is that the crazy Polish government is running fiscal deficits of nearly X% of GDP to support an import boom from Germany (3.09 billion current account deficit in August 2025). I couldnt think of a less responsible fiscal policy"
X Link @philippilk 2025-10-19T10:25Z 40.1K followers, 7066 engagements

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