[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.] #  @rohit_ah Rohit Ahuja Rohit Ahuja posts on X about history, bank, liquidity, china the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::103267862/interactions)  - X Week XXXXXX -XX% - X Month XXXXXX +6,441% - X Months XXXXXX +6,966% - X Year XXXXXX +1,620% ### Mentions: XX [#](/creator/twitter::103267862/posts_active)  ### Followers: XXX [#](/creator/twitter::103267862/followers)  - X Week XXX +20% - X Month XXX +51% - X Months XXX +90% - X Year XXX +97% ### CreatorRank: XXXXXXXXX [#](/creator/twitter::103267862/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [currencies](/list/currencies) [countries](/list/countries) [technology brands](/list/technology-brands) [exchanges](/list/exchanges) [automotive brands](/list/automotive-brands) [gaming](/list/gaming) **Social topic influence** [history](/topic/history), [bank](/topic/bank), [liquidity](/topic/liquidity), [china](/topic/china), [target](/topic/target), [inflation](/topic/inflation) #2047, [mbd](/topic/mbd), [drivers](/topic/drivers), [hedging](/topic/hedging), [macro](/topic/macro) **Top accounts mentioned or mentioned by** [@iamsamirarora](/creator/undefined) [@elonmusk](/creator/undefined) [@andreassteno](/creator/undefined) [@clkleinmonaco](/creator/undefined) [@anasalhajji](/creator/undefined) [@zerohedge](/creator/undefined) [@raoulgmi](/creator/undefined) [@grok](/creator/undefined) [@kobeissiletter](/creator/undefined) [@sardesairajdeep](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@redboxindia](/creator/undefined) [@greatmartis](/creator/undefined) [@l8rg8r007](/creator/undefined) [@cnbctv18live](/creator/undefined) [@charliebilello](/creator/undefined) [@contrarianeps](/creator/undefined) [@historyinmemes](/creator/undefined) [@jkylebass](/creator/undefined) [@deepakshenoy](/creator/undefined) **Top assets mentioned** [Tesla, Inc. (TSLA)](/topic/tesla) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) ### Top Social Posts Top posts by engagements in the last XX hours "Unverified 12400t delivery rumor (3x COMEX registered at 4301t @silvertrade ) echoes Hunt Bros amplified by China's smelter shutdowns and LBMA lows. Nov deliveries shattered records (33M oz outflow ); Dec's 7330 contracts (36M oz) already issued amid CME outage. Spot rips to $XXXXX on X% evening gains. Squeeze ignites Dec XX if claims exceed 100M oz vs. 73M deliverables. Shorts: Brace. Stackers: Accelerate. #SilverSqueeze" [X Link](https://x.com/rohit_ah/status/1995421823731941388) 2025-12-01T09:16Z XXX followers, 1316 engagements "Sanction Lukoil & Rosneft their exports drop XXX mb/d Open the next doll non-sanctioned Russian entities instantly add XXX mb/d Net effect on total Russian crude flows: basically zero. The oil finds a way the discount widens a bit India/China keep the refineries humming and Moscows war chest stays topped up. Sanctions theater X Physics of oil markets 0" [X Link](https://x.com/rohit_ah/status/1996125124362154221) 2025-12-03T07:51Z XXX followers, 5192 engagements "In uncertain markets gold often leads. Not magicmechanics. Why its different - No credit risk; no ones liability - Deep global liquidity (spot/futures/ETFs) - Diversifier with low correlation in stress Macro drivers - Lower/negative real yields lift gold - Weaker USD helps - Easing cycles and conflict raise hedging demand - Central bank buying = structural bid Portfolio roles - Crisis hedge; trims left-tail risk - Dry powder to rebalance after shocks - Inflation hedge over long horizons - Currency diversification Risks - Higher real yields increase opportunity cost - Volatility around" [X Link](https://x.com/rohit_ah/status/1997160576397476204) 2025-12-06T04:26Z XXX followers, XX engagements "@rameshsrivats Zomato Air already exists. They just deliver pilots to your doorstep in XX minutes. Plane optional" [X Link](https://x.com/rohit_ah/status/1997204671195431349) 2025-12-06T07:21Z XXX followers, 1505 engagements "$4000 was never resistance it was a launchpad. If Powell even whispers pause while layoffs are spiking and real yields are still negative gold rips straight through that trendline and doesnt look back. $4500$5000 in Q1 2026 is basically the base case now. Stagflation trade is ON" [X Link](https://x.com/rohit_ah/status/1997864508610801765) 2025-12-08T03:03Z XXX followers, 1475 engagements "This chart is the quietest bull-market flex ever A 50000 cr company was comfortably large-cap in 2020. Today its a small-cap if it just stood still.The entire classification ladder has shifted XX in five years. Funds are now forced to sell large-caps that didnt grow with the market and buy fresh ones at nosebleed valuations just to stay compliant.SEBI really needs to either (a) raise the cutoff bands significantly or (b) switch to percentile-based ranks like the US (top XX% large next XX% mid rest small).Otherwise passive money will keep chasing momentum ghosts every Jan & July" [X Link](https://x.com/rohit_ah/status/1998176120303501465) 2025-12-08T23:41Z XXX followers, XXX engagements "Dimon is XXX% right on the bureaucracy cancer killing Europe but hes polite enough not to say the quiet part out loud: the EUs regulatory state is now so suffocating that even its own companies (ASML LVMH Novo Nordisk) are begging for relief or moving investment elsewhere. Europe went from XX% of US GDP to XX% in less than two decades while running lower deficits and debt-to-GDP. Thats not bad luckthats self-inflicted regulatory suicide" [X Link](https://x.com/rohit_ah/status/1998376132593484070) 2025-12-09T12:56Z XXX followers, 3444 engagements "BIS finally rings the alarm on simultaneous equity + gold exuberance for the first time in half a century. When the safe-haven and the risk-on asset both go parabolic together history says someone is very wrong. 1980 gold top -XX % in XX months 2000 Nasdaq + gold surge dotcom bust 2025 Either stocks are in the biggest bubble ever or gold is telling us the dollar/system is cracking. Or both. Either way owning real unlevered unencumbered physical gold outside the banking system has rarely looked more rational" [X Link](https://x.com/rohit_ah/status/1998411184173903929) 2025-12-09T15:15Z XXX followers, 1279 engagements "Trafiguras call lines up perfectly with what were seeing: Non-OPEC+ growth XXX mb/d in 2026 (Guyana + Brazil + US L48 alone XXX mb/d) OPEC+ spare capacity heading toward 7+ mb/d once voluntary cuts fully unwind China demand growth now consistently sub-300 kb/d India only partly offsetting A structural X mb/d surplus is basically the base case unless someone blinks hard on quotas. Brent mid-60s or lower by Q2/Q3 2026 feels very realistic if macro doesnt throw a positive surprise" [X Link](https://x.com/rohit_ah/status/1998569072771133597) 2025-12-10T01:42Z XXX followers, XXX engagements "Absolutely mind-blowing stat12 months of short positions on silver while central banks hoover up over 1000 tons yearly That's not a market; that's a rigged casino waiting for the house of cards to topple. The squeeze incoming is going to be legendary. Thanks for the deep divebookmarked for my next portfolio audit" [X Link](https://x.com/rohit_ah/status/1998570311068037241) 2025-12-10T01:47Z XXX followers, XXX engagements "Great pointsthose are exactly the practical hurdles that make the 2035 ban look increasingly shaky.Just this week (Dec 2025) six EU countries (including Italy Poland Hungary Czechia Slovakia and Bulgaria) sent a letter to the Commission demanding a major softening or outright scrapping of the strict zero-emission rule arguing it threatens competitiveness while China keeps selling cheap EVs without such restrictions. Germany and others are pushing for plug-in hybrids range-extenders and even e-fuel ICE cars to still be allowed post-2035. The review is happening right now with an announcement" [X Link](https://x.com/rohit_ah/status/1998665390856221072) 2025-12-10T08:05Z XXX followers, 3323 engagements "Spot on Luke. GS's $4900 end-2026 target already looks conservative with gold sitting $4210 today and central banks still stacking 50-80t/month. That CNY cross is the real kickerif USD/CNY drifts toward XXX on any meaningful yuan strength we're easily talking $7k+ gold in short order. The leverage is asymmetric here. "" [X Link](https://x.com/rohit_ah/status/1998792175304466545) 2025-12-10T16:29Z XXX followers, XXX engagements "That's a fair pointLFP batteries and rare-earth-free motors (like some from Tesla BMW or Renault) do reduce dependency on critical materials significantly. Still even LFP packs need lots of lithium phosphate and copper (EVs use XX more copper overall) and scaling those supply chains remains a big challenge for the 2035 target. The charging infrastructure gap in apartment-heavy Europe is the tougher part though" [X Link](https://x.com/rohit_ah/status/1999022393092878823) 2025-12-11T07:44Z XXX followers, XX engagements "Delighted to see the strong India-US bond growing stronger A warm conversation between @narendramodi and @realDonaldTrump on bilateral ties trade tech defence and global peace is exactly what the world needs. Looking forward to even deeper cooperation under the COMPACT framework for mutual prosperity and stability. Jai Hind" [X Link](https://x.com/rohit_ah/status/1999122416900190357) 2025-12-11T14:21Z XXX followers, XXX engagements "flipping from massive paper shorts to the largest physical stack in history (750M+ oz) is the ultimate "get out of jail free" card for them. They're now the Hunt Brothers XXX but with the rules written in their favor and a TBTF shield. No forced liquidation this time. The real fireworks start when the remaining shorts (HSBC UBS etc.) get margin-called and have to cover in a market where physical is vanishing. Backwardation is already here US Mint can't keep up with demand and COMEX registered vs. OI is screaming squeeze.The $30$60 move was just JPM quietly loading the boat. The hype phase" [X Link](https://x.com/rohit_ah/status/1999280964921688340) 2025-12-12T00:51Z XXX followers, XXX engagements "@TgMacro Bro that turd is already sprouting mushrooms and smelling like victory Silver just kissed $XX and still has room to run. JPM flipped from 200M oz short to 750M oz long. the squeeze is real. $100+ incoming Buckle up" [X Link](https://x.com/rohit_ah/status/1999295338725933278) 2025-12-12T01:48Z XXX followers, XXX engagements "@anasalhajji Exactly Brent flirting with $XX while inventories stay stubbornly tight is the ultimate 'don't fight the tape' moment. Bears keep calling for collapse yet the range holds. Q4 sideways prediction looking rock-solid so far" [X Link](https://x.com/rohit_ah/status/1999318211612070057) 2025-12-12T03:19Z XXX followers, XXX engagements "Repo stress fixed with the Fed's new $40B/month T-bill purchases kicking off today (Dec 12). TGA drawdown of $78B last week (one of the biggest liquidity floods of the year). Result: S&P XXX and Dow both closed at fresh all-time highs yesterday. Classic policy-driven meltup in action. The plumbing is flowing again and the market is drinking it up. Enjoy the ride while it lasts history shows these injections can keep the party going longer than anyone expects" [X Link](https://x.com/rohit_ah/status/1999327627623186642) 2025-12-12T03:57Z XXX followers, XXX engagements "@RShivshankar From MGNREGA to PUBG the ultimate rebrand Now even rural employment comes with a gaming twist. Jokes aside honouring Bapu's legacy while keeping the scheme intact is a nice touch. Let's hope the real 'reset' is timely wages & more jobs" [X Link](https://x.com/rohit_ah/status/1999408092598149479) 2025-12-12T09:16Z XXX followers, XXX engagements "Absolutely spot on this lawsuit is just the latest chapter in the West's self-inflicted erosion of trust in the dollar system. When major powers start openly seizing sovereign assets the message to every central bank is clear: your reserves aren't safe in Western wonder gold keeps climbing toward $4300+ per ounce and central banks (especially in the East) are buying at record pace. The EU's move isn't just "insane" it's accelerating the shift to sound money and multipolar isn't just up on this news; it's up because of it" [X Link](https://x.com/rohit_ah/status/1999424320100327621) 2025-12-12T10:21Z XXX followers, XX engagements "This is not "bolstering EU autonomy"it's a reckless legally dubious power grab that could fatally undermine the euro's credibility as a global reserve currency. By invoking Article 122an emergency clause meant for genuine crises like COVID or energy shocksto indefinitely seize 210B in Russian sovereign assets the EU is effectively confiscating foreign reserves without due process. Central banks worldwide (especially in China India Saudi Arabia and the Global South) will now see the euro as politically weaponized and unreliable. Why park reserves in euros if Brussels can lock them away forever" [X Link](https://x.com/rohit_ah/status/1999539200346243419) 2025-12-12T17:57Z XXX followers, 1883 engagements "Wild take: The most profitable month in cement isnt summerits December. Postmonsoon sites reopen contractors race for yearend milestones and producers push sequential price resets to claw back inflation. Region check: North: tighter structure + corridor builds = firmer prints. East: supplyheavy but higher retail mix enables selective hikes. South: its a knife fightoversupply and dispatch wars; hikes get rolled back. 🚨 Holy shit: fuel/pet coke costs have slid from the peaks bending the cost curve lower. Margin expansion typically shows up with a XX quarter lagright as Q4 numbers land. Demand" [X Link](https://x.com/rohit_ah/status/1999707107671572908) 2025-12-13T05:05Z XXX followers, XX engagements "Trump's out here promising 20-25% GDP growth like it's a crypto pump but history says tariffs + massive deficits = inflation rocket without the productivity to back it up. QE infinity incoming markets melt then gold to $100k Count me in for the ride. (Though if we actually hit XX% I'll eat my hat. and buy more gold anyway)"" [X Link](https://x.com/rohit_ah/status/1998924264716775703) 2025-12-11T01:14Z XXX followers, XXX engagements "That rejection at $4350 with the uptrend retest looks classichealthy pause after the monster run-up. Spot's pushing $4300+ again today despite 10Y yields holding firm around 4.2%. Long-term structural bull intact with central bank buying and geo risks. Watching for a clean break above 4350 to confirm the next leg" [X Link](https://x.com/rohit_ah/status/1999752606995132512) 2025-12-13T08:05Z XXX followers, 1054 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.]
@rohit_ah Rohit Ahuja
Rohit Ahuja posts on X about history, bank, liquidity, china the most. They currently have XXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXX +6,441%
- X Months XXXXXX +6,966%
- X Year XXXXXX +1,620%
Mentions: XX #
Followers: XXX #
- X Week XXX +20%
- X Month XXX +51%
- X Months XXX +90%
- X Year XXX +97%
CreatorRank: XXXXXXXXX #
Social Influence
Social category influence finance stocks currencies countries technology brands exchanges automotive brands gaming
Social topic influence history, bank, liquidity, china, target, inflation #2047, mbd, drivers, hedging, macro
Top accounts mentioned or mentioned by @iamsamirarora @elonmusk @andreassteno @clkleinmonaco @anasalhajji @zerohedge @raoulgmi @grok @kobeissiletter @sardesairajdeep @realdonaldtrump @redboxindia @greatmartis @l8rg8r007 @cnbctv18live @charliebilello @contrarianeps @historyinmemes @jkylebass @deepakshenoy
Top assets mentioned Tesla, Inc. (TSLA) HSBC Holdings PLC (HSBC)
Top Social Posts
Top posts by engagements in the last XX hours
"Unverified 12400t delivery rumor (3x COMEX registered at 4301t @silvertrade ) echoes Hunt Bros amplified by China's smelter shutdowns and LBMA lows. Nov deliveries shattered records (33M oz outflow ); Dec's 7330 contracts (36M oz) already issued amid CME outage. Spot rips to $XXXXX on X% evening gains. Squeeze ignites Dec XX if claims exceed 100M oz vs. 73M deliverables. Shorts: Brace. Stackers: Accelerate. #SilverSqueeze"
X Link 2025-12-01T09:16Z XXX followers, 1316 engagements
"Sanction Lukoil & Rosneft their exports drop XXX mb/d Open the next doll non-sanctioned Russian entities instantly add XXX mb/d Net effect on total Russian crude flows: basically zero. The oil finds a way the discount widens a bit India/China keep the refineries humming and Moscows war chest stays topped up. Sanctions theater X Physics of oil markets 0"
X Link 2025-12-03T07:51Z XXX followers, 5192 engagements
"In uncertain markets gold often leads. Not magicmechanics. Why its different - No credit risk; no ones liability - Deep global liquidity (spot/futures/ETFs) - Diversifier with low correlation in stress Macro drivers - Lower/negative real yields lift gold - Weaker USD helps - Easing cycles and conflict raise hedging demand - Central bank buying = structural bid Portfolio roles - Crisis hedge; trims left-tail risk - Dry powder to rebalance after shocks - Inflation hedge over long horizons - Currency diversification Risks - Higher real yields increase opportunity cost - Volatility around"
X Link 2025-12-06T04:26Z XXX followers, XX engagements
"@rameshsrivats Zomato Air already exists. They just deliver pilots to your doorstep in XX minutes. Plane optional"
X Link 2025-12-06T07:21Z XXX followers, 1505 engagements
"$4000 was never resistance it was a launchpad. If Powell even whispers pause while layoffs are spiking and real yields are still negative gold rips straight through that trendline and doesnt look back. $4500$5000 in Q1 2026 is basically the base case now. Stagflation trade is ON"
X Link 2025-12-08T03:03Z XXX followers, 1475 engagements
"This chart is the quietest bull-market flex ever A 50000 cr company was comfortably large-cap in 2020. Today its a small-cap if it just stood still.The entire classification ladder has shifted XX in five years. Funds are now forced to sell large-caps that didnt grow with the market and buy fresh ones at nosebleed valuations just to stay compliant.SEBI really needs to either (a) raise the cutoff bands significantly or (b) switch to percentile-based ranks like the US (top XX% large next XX% mid rest small).Otherwise passive money will keep chasing momentum ghosts every Jan & July"
X Link 2025-12-08T23:41Z XXX followers, XXX engagements
"Dimon is XXX% right on the bureaucracy cancer killing Europe but hes polite enough not to say the quiet part out loud: the EUs regulatory state is now so suffocating that even its own companies (ASML LVMH Novo Nordisk) are begging for relief or moving investment elsewhere. Europe went from XX% of US GDP to XX% in less than two decades while running lower deficits and debt-to-GDP. Thats not bad luckthats self-inflicted regulatory suicide"
X Link 2025-12-09T12:56Z XXX followers, 3444 engagements
"BIS finally rings the alarm on simultaneous equity + gold exuberance for the first time in half a century. When the safe-haven and the risk-on asset both go parabolic together history says someone is very wrong. 1980 gold top -XX % in XX months 2000 Nasdaq + gold surge dotcom bust 2025 Either stocks are in the biggest bubble ever or gold is telling us the dollar/system is cracking. Or both. Either way owning real unlevered unencumbered physical gold outside the banking system has rarely looked more rational"
X Link 2025-12-09T15:15Z XXX followers, 1279 engagements
"Trafiguras call lines up perfectly with what were seeing: Non-OPEC+ growth XXX mb/d in 2026 (Guyana + Brazil + US L48 alone XXX mb/d) OPEC+ spare capacity heading toward 7+ mb/d once voluntary cuts fully unwind China demand growth now consistently sub-300 kb/d India only partly offsetting A structural X mb/d surplus is basically the base case unless someone blinks hard on quotas. Brent mid-60s or lower by Q2/Q3 2026 feels very realistic if macro doesnt throw a positive surprise"
X Link 2025-12-10T01:42Z XXX followers, XXX engagements
"Absolutely mind-blowing stat12 months of short positions on silver while central banks hoover up over 1000 tons yearly That's not a market; that's a rigged casino waiting for the house of cards to topple. The squeeze incoming is going to be legendary. Thanks for the deep divebookmarked for my next portfolio audit"
X Link 2025-12-10T01:47Z XXX followers, XXX engagements
"Great pointsthose are exactly the practical hurdles that make the 2035 ban look increasingly shaky.Just this week (Dec 2025) six EU countries (including Italy Poland Hungary Czechia Slovakia and Bulgaria) sent a letter to the Commission demanding a major softening or outright scrapping of the strict zero-emission rule arguing it threatens competitiveness while China keeps selling cheap EVs without such restrictions. Germany and others are pushing for plug-in hybrids range-extenders and even e-fuel ICE cars to still be allowed post-2035. The review is happening right now with an announcement"
X Link 2025-12-10T08:05Z XXX followers, 3323 engagements
"Spot on Luke. GS's $4900 end-2026 target already looks conservative with gold sitting $4210 today and central banks still stacking 50-80t/month. That CNY cross is the real kickerif USD/CNY drifts toward XXX on any meaningful yuan strength we're easily talking $7k+ gold in short order. The leverage is asymmetric here. ""
X Link 2025-12-10T16:29Z XXX followers, XXX engagements
"That's a fair pointLFP batteries and rare-earth-free motors (like some from Tesla BMW or Renault) do reduce dependency on critical materials significantly. Still even LFP packs need lots of lithium phosphate and copper (EVs use XX more copper overall) and scaling those supply chains remains a big challenge for the 2035 target. The charging infrastructure gap in apartment-heavy Europe is the tougher part though"
X Link 2025-12-11T07:44Z XXX followers, XX engagements
"Delighted to see the strong India-US bond growing stronger A warm conversation between @narendramodi and @realDonaldTrump on bilateral ties trade tech defence and global peace is exactly what the world needs. Looking forward to even deeper cooperation under the COMPACT framework for mutual prosperity and stability. Jai Hind"
X Link 2025-12-11T14:21Z XXX followers, XXX engagements
"flipping from massive paper shorts to the largest physical stack in history (750M+ oz) is the ultimate "get out of jail free" card for them. They're now the Hunt Brothers XXX but with the rules written in their favor and a TBTF shield. No forced liquidation this time. The real fireworks start when the remaining shorts (HSBC UBS etc.) get margin-called and have to cover in a market where physical is vanishing. Backwardation is already here US Mint can't keep up with demand and COMEX registered vs. OI is screaming squeeze.The $30$60 move was just JPM quietly loading the boat. The hype phase"
X Link 2025-12-12T00:51Z XXX followers, XXX engagements
"@TgMacro Bro that turd is already sprouting mushrooms and smelling like victory Silver just kissed $XX and still has room to run. JPM flipped from 200M oz short to 750M oz long. the squeeze is real. $100+ incoming Buckle up"
X Link 2025-12-12T01:48Z XXX followers, XXX engagements
"@anasalhajji Exactly Brent flirting with $XX while inventories stay stubbornly tight is the ultimate 'don't fight the tape' moment. Bears keep calling for collapse yet the range holds. Q4 sideways prediction looking rock-solid so far"
X Link 2025-12-12T03:19Z XXX followers, XXX engagements
"Repo stress fixed with the Fed's new $40B/month T-bill purchases kicking off today (Dec 12). TGA drawdown of $78B last week (one of the biggest liquidity floods of the year). Result: S&P XXX and Dow both closed at fresh all-time highs yesterday. Classic policy-driven meltup in action. The plumbing is flowing again and the market is drinking it up. Enjoy the ride while it lasts history shows these injections can keep the party going longer than anyone expects"
X Link 2025-12-12T03:57Z XXX followers, XXX engagements
"@RShivshankar From MGNREGA to PUBG the ultimate rebrand Now even rural employment comes with a gaming twist. Jokes aside honouring Bapu's legacy while keeping the scheme intact is a nice touch. Let's hope the real 'reset' is timely wages & more jobs"
X Link 2025-12-12T09:16Z XXX followers, XXX engagements
"Absolutely spot on this lawsuit is just the latest chapter in the West's self-inflicted erosion of trust in the dollar system. When major powers start openly seizing sovereign assets the message to every central bank is clear: your reserves aren't safe in Western wonder gold keeps climbing toward $4300+ per ounce and central banks (especially in the East) are buying at record pace. The EU's move isn't just "insane" it's accelerating the shift to sound money and multipolar isn't just up on this news; it's up because of it"
X Link 2025-12-12T10:21Z XXX followers, XX engagements
"This is not "bolstering EU autonomy"it's a reckless legally dubious power grab that could fatally undermine the euro's credibility as a global reserve currency. By invoking Article 122an emergency clause meant for genuine crises like COVID or energy shocksto indefinitely seize 210B in Russian sovereign assets the EU is effectively confiscating foreign reserves without due process. Central banks worldwide (especially in China India Saudi Arabia and the Global South) will now see the euro as politically weaponized and unreliable. Why park reserves in euros if Brussels can lock them away forever"
X Link 2025-12-12T17:57Z XXX followers, 1883 engagements
"Wild take: The most profitable month in cement isnt summerits December. Postmonsoon sites reopen contractors race for yearend milestones and producers push sequential price resets to claw back inflation. Region check: North: tighter structure + corridor builds = firmer prints. East: supplyheavy but higher retail mix enables selective hikes. South: its a knife fightoversupply and dispatch wars; hikes get rolled back. 🚨 Holy shit: fuel/pet coke costs have slid from the peaks bending the cost curve lower. Margin expansion typically shows up with a XX quarter lagright as Q4 numbers land. Demand"
X Link 2025-12-13T05:05Z XXX followers, XX engagements
"Trump's out here promising 20-25% GDP growth like it's a crypto pump but history says tariffs + massive deficits = inflation rocket without the productivity to back it up. QE infinity incoming markets melt then gold to $100k Count me in for the ride. (Though if we actually hit XX% I'll eat my hat. and buy more gold anyway)""
X Link 2025-12-11T01:14Z XXX followers, XXX engagements
"That rejection at $4350 with the uptrend retest looks classichealthy pause after the monster run-up. Spot's pushing $4300+ again today despite 10Y yields holding firm around 4.2%. Long-term structural bull intact with central bank buying and geo risks. Watching for a clean break above 4350 to confirm the next leg"
X Link 2025-12-13T08:05Z XXX followers, 1054 engagements