#  @tdarling1 Ted Darling Ted Darling posts on X about $cocoa, $dba, $wheat, $corn the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::24018964/interactions)  - [--] Week [------] -55% - [--] Month [-------] +85% - [--] Months [---------] +217% - [--] Year [---------] +204% ### Mentions: [--] [#](/creator/twitter::24018964/posts_active)  - [--] Week [--] -23% - [--] Month [---] +72% - [--] Months [-----] +21% - [--] Year [-----] +19% ### Followers: [-----] [#](/creator/twitter::24018964/followers)  - [--] Week [-----] +0.04% - [--] Month [-----] +0.17% - [--] Months [-----] +5.60% - [--] Year [-----] +22% ### CreatorRank: [---------] [#](/creator/twitter::24018964/influencer_rank)  ### Social Influence **Social category influence** [cryptocurrencies](/list/cryptocurrencies) 45.61% [finance](/list/finance) 31.58% [stocks](/list/stocks) 26.32% [countries](/list/countries) 9.65% [currencies](/list/currencies) 7.02% [exchanges](/list/exchanges) 1.75% [technology brands](/list/technology-brands) 0.88% **Social topic influence** [$cocoa](/topic/$cocoa) #1, [$dba](/topic/$dba) 11.4%, [$wheat](/topic/$wheat) 11.4%, [$corn](/topic/$corn) 11.4%, [$soyb](/topic/$soyb) 11.4%, [$sugar](/topic/$sugar) 11.4%, [$coffee](/topic/$coffee) 11.4%, [$dbc](/topic/$dbc) #9, [$nikk](/topic/$nikk) #1, [$ssec](/topic/$ssec) #1 **Top accounts mentioned or mentioned by** [@yieldsearcher](/creator/undefined) [@truflation](/creator/undefined) [@tylerneville](/creator/undefined) [@fejauinc](/creator/undefined) [@qthomp](/creator/undefined) [@riceforthought](/creator/undefined) [@clevelandfed](/creator/undefined) [@cryptonobler](/creator/undefined) [@alanreynoldsecn](/creator/undefined) [@teconomics](/creator/undefined) [@annaeconomist](/creator/undefined) [@atanzi](/creator/undefined) [@theterminal](/creator/undefined) [@likethewolf1](/creator/undefined) [@sesamesoymilk](/creator/undefined) [@vaidotassegenis](/creator/undefined) [@cillianbraille](/creator/undefined) [@simonsaysbtc](/creator/undefined) **Top assets mentioned** [Sugar Boy (SUGAR)](/topic/$sugar) [DeepBrain Chain (DBC)](/topic/$dbc) [ASE Technology Holding Co., Ltd. (ASX)](/topic/$asx) [Bitcoin (BTC)](/topic/bitcoin) [SPDR GOLD ETF (GLD)](/topic/$gld) [IBEX Ltd (IBEX)](/topic/$ibex) [SafeMoon Inu (SMI)](/topic/$smi) [iShares BTC Trust (IBIT)](/topic/$ibit) [Ethereum (ETH)](/topic/$eth) [SPX6900 (SPX)](/topic/$spx) [Vixco (VIX)](/topic/$vix) [Eclipse (ES)](/topic/$es) [Barrick Gold Corp. (GOLD)](/topic/$gold) [Artificial Liquid Intelligence (ALI)](/topic/$ali) [ZINC (ZINC)](/topic/$zinc) ### Top Social Posts Top posts by engagements in the last [--] hours "Well I was wrong NFP +130K with +172K private payrolls US +4.3% ๐ป AHE +0.4% m/m; +3.7% y/y Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP" [X Link](https://x.com/tdarling1/status/2021578459114348673) 2026-02-11T13:33Z [----] followers, [---] engagements "Hello Friday the 13th ๐ค CPI consensus estimates: Headline: +0.26% m/m; +2.5% y/y Core: +0.34% m/m; +2.5% y/y @ClevelandFed NowCast is lower Headline: +0.13% m/m; +2.36% y/y Core: +0.22% m/m; +2.45% y/y Lets dig into the market ๐งฎ" [X Link](https://x.com/tdarling1/status/2022263814947774945) 2026-02-13T10:57Z [----] followers, [---] engagements "Asia followed SPX $NIKK [-----] -1.25% $SSEC [----] -1.25% $HSI [-----] -1.7% $KOSPI [----] -0.3% $IDX [----] -0.3% Australia $ASX [----] -1.4% Bharat $BSE [-----] -1.25%" [X Link](https://x.com/tdarling1/status/2022263817388822605) 2026-02-13T10:57Z [----] followers, [---] engagements "๐ Official US inflation for January cooled below market expectations. US CPI was 2.4% Y/Y down from the previous 2.7% and lower than the market consensus of 2.5%. US Core CPI 2.5% Y/Y down from 2.6% and aligned with market expectations. Meanwhile Truflation's custom US CPI https://t.co/4wvq3cN2qW Official US inflation for January cooled below market expectations. US CPI was 2.4% Y/Y down from the previous 2.7% and lower than the market consensus of 2.5%. US Core CPI 2.5% Y/Y down from 2.6% and aligned with market expectations. Meanwhile Truflation's custom US CPI https://t.co/4wvq3cN2qW" [X Link](https://x.com/tdarling1/status/2022638006180725090) 2026-02-14T11:44Z [----] followers, [---] engagements "Grains mostly $COCOA ๐ซ slammed -10% on Friday $DBA range = [-----] - [-----] โ $WHEAT [---] +1.2% $CORN [---] +0.75% $SOYB [----] +0.35% $SUGAR [-----] unch $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.85%" [X Link](https://x.com/tdarling1/status/2010653973095854133) 2026-01-12T10:03Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.2% $CORN [---] -0.15% $SOYB [----] -0.55% $SUGAR [-----] -0.15% $COFFEE โ [------] +1.55% $COCOA ๐ซ [----] +0.6%" [X Link](https://x.com/tdarling1/status/2011034455885115625) 2026-01-13T11:15Z [----] followers, [---] engagements "$DBC (commodity index fund) is breaking out of a multi-year base" [X Link](https://x.com/tdarling1/status/2011249071441563779) 2026-01-14T01:28Z [----] followers, [---] engagements "Grains modestly $DBA range = [-----] - [-----] $WHEAT [---] +0.35% $CORN [---] +0.6% $SOYB [----] +0.45% $SUGAR [-----] +0.55% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.65%" [X Link](https://x.com/tdarling1/status/2011386420896956564) 2026-01-14T10:34Z [----] followers, [---] engagements "Sold more $IAU and $DBC into this rip" [X Link](https://x.com/tdarling1/status/2013993016470417592) 2026-01-21T15:12Z [----] followers, [---] engagements "$DBC - just took some more off in the mean reversion portfolio. The commodity fund is +7.85% YTD and +10.55% since the mid-December lows. Seasonally strong this ETF has been up 100% of the last [--] Januaries by an average +3.2%" [X Link](https://x.com/tdarling1/status/2014734993222721798) 2026-01-23T16:20Z [----] followers, [---] engagements "Hello Yen Moon Monday ๐น ๐ I came into Friday long UUP FXA and FXB A powerful bullish to bearish reversal had me selling UUP and buying $FXY ๐น and $FXE. I also sold some FXA on the rip The implications of this ๐น move have yet to manifest Lets dig into the market ๐งฎ" [X Link](https://x.com/tdarling1/status/2015734972175315407) 2026-01-26T10:34Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.2% $SOYB [----] +0.15% $SUGAR [-----] +0.35% $COFFEE โ [---] +0.65% $COCOA ๐ซ [----] +1.85%" [X Link](https://x.com/tdarling1/status/2016099222232199510) 2026-01-27T10:41Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] + 1.4% $CORN [---] +0.85% $SOYB [----] +0.85% $SUGAR [-----] -0.15% $COFFEE โ [------] -0.15% $COCOA ๐ซ [----] -2.4%" [X Link](https://x.com/tdarling1/status/2016462010385371569) 2026-01-28T10:43Z [----] followers, [---] engagements "@yieldsearcher $BILS $USFR $UUP" [X Link](https://x.com/tdarling1/status/2016902836487942506) 2026-01-29T15:54Z [----] followers, [----] engagements "Which "tightening" event MOST contributed to the sell off in metals $SLV $GLD $COPPER on Thursday and Friday Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair" [X Link](https://x.com/tdarling1/status/2017553795035595188) 2026-01-31T11:01Z [----] followers, [---] engagements "Asian indices ๐๐จ'd $NIKK [-----] -1.25% $SSEC [----] -2.5% ๐ฉธ $HSI [-----] -2.25% $KOSPI [----] -5.25% ๐ฉธ $IDX [----] -5.3% ๐ฉธ Australia $ASX [----] -1.0% Bharat $BSE [-----] +1.2%" [X Link](https://x.com/tdarling1/status/2018272127523172692) 2026-02-02T10:35Z [----] followers, [---] engagements "Europe mixed $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.4% $FTSE [-----] +0.05% $CAC [----] +0.15% $AEX [---] -0.5% $IBEX [-----] +0.25% $MIB [-----] +0.05% $SMI [-----] +0.6% $MOEX [----] -0.2%" [X Link](https://x.com/tdarling1/status/2018272129301532907) 2026-02-02T10:35Z [----] followers, [---] engagements "Hydrocarbons ๐๐จ'd as geopol premium ๐ป $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -4.6% ๐ฉธ $BRENT [-----] -4.3% $GASO [-----] -3.85% $NATGAS [-----] -16.8% ๐ฎ" [X Link](https://x.com/tdarling1/status/2018272133747515411) 2026-02-02T10:35Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.95% $CORN [---] -0.15% $SOYB [----] -0.35% $SUGAR [-----] -0.4% $COFFEE โ [---] +0.05% $COCOA ๐ซ [----] -4.9% ๐จ" [X Link](https://x.com/tdarling1/status/2018272135169409336) 2026-02-02T10:35Z [----] followers, [---] engagements "@truflation What do you make of this Adobe Digital Prices report Does your survey data corroborate their findings Thank you https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR" [X Link](https://x.com/tdarling1/status/2018626171559383337) 2026-02-03T10:02Z [----] followers, [---] engagements "Asian indices ๐ $NIKK [-----] +3.95% $SSEC [----] +1.3% $HSI [-----] +0.2% $KOSPI [----] +6.85% $IDX [----] +1.95% Australia $ASX [----] +0.9% Bharat $BSE [-----] +2.6% on trade ๐ค" [X Link](https://x.com/tdarling1/status/2018633882011398472) 2026-02-03T10:33Z [----] followers, [---] engagements "Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.1% $BRENT [-----] -0.2% $GASO [-----] +0.1% $NATGAS [-----] +0.35%" [X Link](https://x.com/tdarling1/status/2018633888583803373) 2026-02-03T10:33Z [----] followers, [---] engagements "Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.3% $SOYB [----] +0.55% $SUGAR [-----] +1.8% $COFFEE โ [------] -0.65% $COCOA ๐ซ [----] +1.8%" [X Link](https://x.com/tdarling1/status/2018633890492199247) 2026-02-03T10:33Z [----] followers, [---] engagements "$USD $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.03% $GBP [-----] unch $AUD [-----] +0.86% $USD [-----] -0.01% $USDJPY [------] +0.15% $USDCHF [-----] -0.05% $USDCAD [-----] +0.01% $USDCNY [-----] -0.13%" [X Link](https://x.com/tdarling1/status/2018633892132237495) 2026-02-03T10:33Z [----] followers, [---] engagements "#Cryptocurrencies to $IBIT IV [-----] ๐บ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -0.3% $ETH [----] -2.45%" [X Link](https://x.com/tdarling1/status/2018633893721911736) 2026-02-03T10:33Z [----] followers, [--] engagements "UST yields 10/2s +71 bps 10Y3M +59 bps MOVE [-----] $TNX range = [-----] - [-----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [-----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [-----] ๐บ AUS [----] CAN [-----] ๐บ" [X Link](https://x.com/tdarling1/status/2018633895466643788) 2026-02-03T10:33Z [----] followers, [---] engagements "Taking advantage of the turbulence and very oversold conditions I took a swing at $IAU at [-----] and $DBC at [-----] in my mean reversion account I will be banking 25% at the open ๐ฐ Look for $SPX [----] be opportunistic and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2018633897127608404) 2026-02-03T10:33Z [----] followers, [---] engagements "Asia ex-NIKK closed $NIKK [-----] -0.65% $SSEC [----] +0.85% $HSI [-----] +0.05% $KOSPI [----] +1.55% $IDX [----] +0.15% Australia $ASX [----] +0.8% Bharat $BSE [-----] +0.1%" [X Link](https://x.com/tdarling1/status/2018994953725038654) 2026-02-04T10:28Z [----] followers, [---] engagements "Europe is trading to with inline +1.7% inflation $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.3% $FTSE [-----] +0.9% $CAC [----] +0.55% $AEX [---] +0.3% $IBEX [-----] +0.05% $MIB [-----] +0.55% $SMI [-----] +0.05% $MOEX [----] +0.35%" [X Link](https://x.com/tdarling1/status/2018994955499499888) 2026-02-04T10:28Z [----] followers, [--] engagements "Hydrocarbons modestly $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.8% $BRENT [-----] +0.55% $GASO [-----] +0.65% $NATGAS [-----] -0.3%" [X Link](https://x.com/tdarling1/status/2018994961128083476) 2026-02-04T10:28Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.65% $CORN [---] -0.25% $SOYB [----] -0.3% $SUGAR [-----] +0.05% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.55%" [X Link](https://x.com/tdarling1/status/2018994962658935060) 2026-02-04T10:28Z [----] followers, [---] engagements "$USDJPY back to break-even for the year $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] -0.05% $GBP [-----] +0.09% $AUD [-----] +0.06% $USD [-----] +0.1% $USDJPY [------] +0.6% $USDCHF [-----] +0.14% $USDCAD [-----] +0.14% $USDCNY [-----] +0.06%" [X Link](https://x.com/tdarling1/status/2018994965188374628) 2026-02-04T10:28Z [----] followers, [---] engagements "#Cryptocurrencies after putting in fresh cycle lows yesterday. Bottom $IBIT IV [-----] ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +0.5% $ETH [----] +1.5%" [X Link](https://x.com/tdarling1/status/2018994968073842810) 2026-02-04T10:28Z [----] followers, [---] engagements "Hello Dispersion Thursday A terrible night of sleep had me comparing the holdings of $SPHD vs $SPYG in the middle of the night - and the performance divergence could not be more pronounced 1/n" [X Link](https://x.com/tdarling1/status/2019374434579361941) 2026-02-05T11:35Z [----] followers, [---] engagements "With a TTM dividend of 3.88% $SPHD is heavily weighted in defensive sectors with Real Estate at 22% Staples at 16% Utilities at 14% and Healthcare at 13% YTD performance +7.56% dividends reinvested 2/n" [X Link](https://x.com/tdarling1/status/2019374436261281986) 2026-02-05T11:35Z [----] followers, [---] engagements "Contrast that with $SPYG - the S&P [---] growth index with a negligible TTM dividend of 0.53% and heavily weighted in Technology 49% and Communications 16% YTD performance -2.53% 3/n" [X Link](https://x.com/tdarling1/status/2019374438878433770) 2026-02-05T11:35Z [----] followers, [---] engagements "That dispersion is even more ๐ when comparing $XLK to $XLE $XLK -4.1% YTD cracked yesterday 4/n" [X Link](https://x.com/tdarling1/status/2019374441113813474) 2026-02-05T11:35Z [----] followers, [---] engagements "Meanwhile with a TTM yield of 2.77% $XLE +16.1% YTD en route to my [-----] ๐ฏ 5/n" [X Link](https://x.com/tdarling1/status/2019374443366347095) 2026-02-05T11:36Z [----] followers, [---] engagements "Lastly let's take a look at the value and momentum factors $SPYV is +4.13% YTD 6/n" [X Link](https://x.com/tdarling1/status/2019374445866205367) 2026-02-05T11:36Z [----] followers, [---] engagements "While $MTUM 'crashed' along with Tech yesterday $MTUM -1.23% YTD 7/n" [X Link](https://x.com/tdarling1/status/2019374448437027071) 2026-02-05T11:36Z [----] followers, [---] engagements "As expected BOE held rates at [----]. and Cable got smoked $GBPUSD [---] BPS" [X Link](https://x.com/tdarling1/status/2019386872565485650) 2026-02-05T12:25Z [----] followers, [---] engagements "In the last [--] hours the US has posted (4) negative jobs reports: ADP Private Payrolls๐ป Challenger Job Cuts๐บ Initial Claims to 231K ๐บ JOLTS December job openings ๐ป" [X Link](https://x.com/tdarling1/status/2019427030996287913) 2026-02-05T15:04Z [----] followers, 37.7K engagements "Epic ๐คฎ in $BTCUSD to 65K Can an epic bounce be far behind Saylor et al sure hope so" [X Link](https://x.com/tdarling1/status/2019480289802653795) 2026-02-05T18:36Z [----] followers, [----] engagements "Uh oh ๐ช ๐ No worries HODL BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1" [X Link](https://x.com/tdarling1/status/2019531154131423441) 2026-02-05T21:58Z [----] followers, [---] engagements "Any bids at 62K Anyone Anyone Saylor" [X Link](https://x.com/tdarling1/status/2019533912268292570) 2026-02-05T22:09Z [----] followers, [---] engagements "Well would you look what found a bid today $TLT +1.1% in the black YTD" [X Link](https://x.com/tdarling1/status/2019534870066704841) 2026-02-05T22:13Z [----] followers, [---] engagements "Asia ex-NIKK followed SPX $NIKK [-----] +0.9% $SSEC [----] -0.25% $HSI [-----] -1.2% $KOSPI [----] -1.45% $IDX [----] -2.55% Australia $ASX [----] -2.05% Bharat $BSE [-----] +0.35%" [X Link](https://x.com/tdarling1/status/2019722447378170202) 2026-02-06T10:38Z [----] followers, [---] engagements "European dispersion $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.4% $FTSE [-----] +0.05% $CAC [----] -0.15% $AEX [---] -0.1% $IBEX [-----] +0.5% $MIB [-----] -0.35% $SMI [-----] -0.65% $MOEX [----] +0.05%" [X Link](https://x.com/tdarling1/status/2019722448875528531) 2026-02-06T10:38Z [----] followers, [---] engagements "futures after SPX turned ๐ YTD [----] is the ๐ level $VIX [-----] $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] โ $ES [----] +0.3% $NQ [-----] +0.35% $RTY [----] +0.9%" [X Link](https://x.com/tdarling1/status/2019722450419015764) 2026-02-06T10:38Z [----] followers, [---] engagements "GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +2.0% $SILVER [------] -4.05% $COPPER [-----] -0.4% $PLAT [----] -3.8% $PALL [----] -2.35% $ALI [----] +0.2% $ZINC [----] -0.1%" [X Link](https://x.com/tdarling1/status/2019722452050628978) 2026-02-06T10:38Z [----] followers, [---] engagements "Hydrocarbons $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.6% $BRENT [-----] +0.45% $GASO [----] +0.7% $NATGAS [-----] +0.15%" [X Link](https://x.com/tdarling1/status/2019722453610860579) 2026-02-06T10:38Z [----] followers, [---] engagements "Grains to $DBA range = [-----] - [-----] โ $WHEAT [---] -0.15% $CORN [---] -0.3% $SOYB [----] -0.1% $SUGAR [-----] -0.4% $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.55%" [X Link](https://x.com/tdarling1/status/2019722455183708432) 2026-02-06T10:38Z [----] followers, [---] engagements "$USD but +85 bps on the week $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.14% $GBP [-----] +0.3% $AUD [-----] +0.58% $USD [------] +0.01% $USDJPY [------] -0.04% $USDCHF [-----] +0.01% $USDCAD [-----] -0.15% $USDCNY [-----] -0.02%" [X Link](https://x.com/tdarling1/status/2019722457171763534) 2026-02-06T10:38Z [----] followers, [--] engagements "#Cryptocurrencies bouncing after record volumes cause Binance to ๐ $IBIT IV [-----] ๐บโ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +5.0% $ETH [----] +5.5%" [X Link](https://x.com/tdarling1/status/2019722458719506447) 2026-02-06T10:38Z [----] followers, [--] engagements "@Tyler_Neville_ @fejau_inc @qthomp Good show this week; you made some great points particularly around AI productivity which is already manifesting "big league"" [X Link](https://x.com/tdarling1/status/2020175225229574435) 2026-02-07T16:38Z [----] followers, [---] engagements "@riceforthought @yieldsearcher @CryptoNobler OK - they just paused To get a 50BPS cut from here then you have to believe that we get a terrible jobs report next week and on March [--]. It's plausible but by no means a done deal. This current cast of FOMC characters is as likely to hike as cut IMHO" [X Link](https://x.com/tdarling1/status/2020238387605828081) 2026-02-07T20:49Z [----] followers, [--] engagements "@AlanReynoldsEcn @truflation" [X Link](https://x.com/tdarling1/status/2020411698197459043) 2026-02-08T08:17Z [----] followers, [---] engagements "Directionally this real-time inflation metric is wow ๐คฏ Meanwhile on Friday we will get the official CPI print for - wait for it - December BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show" [X Link](https://x.com/tdarling1/status/2020491488212193551) 2026-02-08T13:34Z [----] followers, [----] engagements "@yieldsearcher Right you are. I was thinking PCE" [X Link](https://x.com/tdarling1/status/2020496153679401338) 2026-02-08T13:53Z [----] followers, [--] engagements "Asia โ $NIKK [-----] +4.05% $SSEC [----] +1.4% $HSI [-----] +1.75% $KOSPI [----] +4.1% $IDX [----] +0.95% Australia $ASX [----] +1.85% Bharat $BSE [-----] +0.55%" [X Link](https://x.com/tdarling1/status/2020810632098955722) 2026-02-09T10:42Z [----] followers, [---] engagements "European dispersion $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] $FEZ range = [-----] - [-----] $DAX [-----] +0.25% $FTSE [-----] +0.1% $CAC [----] -0.1% $AEX [---] -0.3% $IBEX [-----] +0.55% $MIB [-----] +1.05% $SMI [-----] -0.1% $MOEX [----] -0.65%" [X Link](https://x.com/tdarling1/status/2020810633504031148) 2026-02-09T10:42Z [----] followers, [---] engagements "futures have turned $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.45% $RTY [----] -0.15%" [X Link](https://x.com/tdarling1/status/2020810635055915178) 2026-02-09T10:42Z [----] followers, [---] engagements "GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +1.0% $SILVER [------] +4.6% $COPPER [-----] unch $PLAT [----] -1.8% $PALL [----] -2.45% $ALI [----] -0.65% $ZINC [----] -0.85%" [X Link](https://x.com/tdarling1/status/2020810636465230081) 2026-02-09T10:42Z [----] followers, [---] engagements "Hydrocarbons with NG ๐ก๐ฉธ $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.15% $BRENT [-----] -0.15% $GASO [-----] +0.55% $NATGAS [-----] -7.0% ๐ฉธ" [X Link](https://x.com/tdarling1/status/2020810638147080270) 2026-02-09T10:42Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.4% $CORN [---] -0.1% $SOYB [----] -0.5% $SUGAR [-----] +0.85% $COFFEE โ [------] -0.6% $COCOA ๐ซ [----] -1.2%" [X Link](https://x.com/tdarling1/status/2020810639518642230) 2026-02-09T10:42Z [----] followers, [---] engagements "$JPY ๐น $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] +0.38% $GBP [----] -0.07% $AUD [-----] +0.07% $USD [------] -0.26% $USDJPY [------] -0.34% $USDCHF [-----] -0.4% $USDCAD [-----] -0.2% $USDCNY [-----] -0.21%" [X Link](https://x.com/tdarling1/status/2020810640927895857) 2026-02-09T10:42Z [----] followers, [--] engagements "#Cryptocurrencies fixin' to retest Friday lows $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -2.25% $ETH [----] -3.3%" [X Link](https://x.com/tdarling1/status/2020810642353967294) 2026-02-09T10:42Z [----] followers, [---] engagements "UST yields ๐บ on the China 'sell' 10/2s +72 bps 10Y3M +54 bps MOVE [-----] ๐บ $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [----] ๐บ AUS [-----] ๐ป CAN [----] ๐บ" [X Link](https://x.com/tdarling1/status/2020810644245676080) 2026-02-09T10:42Z [----] followers, [---] engagements "With the bad ๐ฐ ๐ฉ behind us bond bulls are hoping for a data reprieve (weakness): M - Consumer inflation expectations T - retail sales ECI W - NFP Th - Existing homes Claims F - CPI Stay long ROW ๐ and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2020810645554225193) 2026-02-09T10:42Z [----] followers, [---] engagements "Median one-year-ahead inflation expectations in the US declined to 3.09% in January [----] the lowest in six months compared to 3.4% in December per NY Fed While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median one-year ahead expected inflation rate sank to 3.09% the lowest level since July. 3Y ahead expectations where they were in [----]. https://t.co/OYhwCvSqds While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median" [X Link](https://x.com/tdarling1/status/2020897489524548048) 2026-02-09T16:28Z [----] followers, [---] engagements "Hello Retail Sales ๐ Tuesday With "Iron Lady's" victory GS predicted USDJPY to [---]. Instead the ๐น turned tail putting in a big lower high en route to a retest of [---] December ๐ (+0.4%) and 4Q25 ECI (+0.8%) on tap Lets dig into the market ๐งฎ" [X Link](https://x.com/tdarling1/status/2021171105923215631) 2026-02-10T10:35Z [----] followers, [---] engagements "Led by NIKK Asia traded $NIKK [-----] +2.2% $SSEC [----] +0.15% $HSI [----] +0.05% $KOSPI [----] +0.05% $IDX [----] +1.05% Australia $ASX [----] +0.2% Bharat $BSE [-----] +0.15%" [X Link](https://x.com/tdarling1/status/2021171108167192816) 2026-02-10T10:35Z [----] followers, [---] engagements "Europe to $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.25% $FTSE [-----] -0.3% $CAC [----] +0.55% $AEX [----] +0.55% $IBEX [-----] +0.05% $MIB [-----] -0.05% $SMI [-----] +0.25% $MOEX [----] -0.1%" [X Link](https://x.com/tdarling1/status/2021171109706559503) 2026-02-10T10:35Z [----] followers, [--] engagements "futures to $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - - [-----] ๐ป $ES [----] +0.05% $NQ [-----] unch $RTY [----] +0.15%" [X Link](https://x.com/tdarling1/status/2021171111119958511) 2026-02-10T10:35Z [----] followers, [---] engagements "GOLD and metals post Monday's rip $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.35% $SILVER [------] -0.65% $COPPER [-----] -1.0% $PLAT [----] -1.15% $PALL [----] -0.4% $ALI [----] -1.2% $ZINC [----] -0.55%" [X Link](https://x.com/tdarling1/status/2021171112957112787) 2026-02-10T10:35Z [----] followers, [---] engagements "Hydrocarbons to $USO IV [-----] ๐ป๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.2% $BRENT [-----] -0.15% $GASO [-----] -0.8% $NATGAS [-----] -1.25%" [X Link](https://x.com/tdarling1/status/2021171114433536043) 2026-02-10T10:35Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.1% $CORN [---] +0.15% $SOYB [----] -0.25% $SUGAR [-----] +0.2% $COFFEE โ [------] -0.25% $COCOA ๐ซ [----] +1.35%" [X Link](https://x.com/tdarling1/status/2021171115905704001) 2026-02-10T10:35Z [----] followers, [--] engagements "$USDJPY $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] -0.04% $GBP [-----] -0.21% $AUD [-----] -0.28% $USD [------] +0.06% $USDJPY [------] -0.38% ๐น $USDCHF [-----] -0.05% $USDCAD [-----] -0.03% $USDCNY [-----] -0.16%" [X Link](https://x.com/tdarling1/status/2021171117386293286) 2026-02-10T10:35Z [----] followers, [--] engagements "#Cryptocurrencies $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -1.35% $ETH [----] -4.1%" [X Link](https://x.com/tdarling1/status/2021171118829142150) 2026-02-10T10:35Z [----] followers, [--] engagements "UST yields 10/2s +71 bps 10Y3M +49 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐ป ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป" [X Link](https://x.com/tdarling1/status/2021171120150352278) 2026-02-10T10:35Z [----] followers, [---] engagements "Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2021171121551290397) 2026-02-10T10:35Z [----] followers, [----] engagements "Retail sales๐ ๐ฅถ Headline: +0.0% m/m +2.4% y/y Control Group: -0.1% m/m $TLT time @tEconomics Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a" [X Link](https://x.com/tdarling1/status/2021221181882352036) 2026-02-10T13:54Z [----] followers, [----] engagements "So what we have brewing is weak retail sales ECI ๐ป to 0.7% a payrolls report expected to disappoint and a CPI print on Friday that is likely to be on the low side Contrast that with rip roaring CapEx that is driving GDP growth and outsized productivity improvements" [X Link](https://x.com/tdarling1/status/2021222666892419092) 2026-02-10T14:00Z [----] followers, [---] engagements "Builders Reits and Utes ripping today on the back of lower note and bond yields. $ITB $XHB $XLRE $XLU" [X Link](https://x.com/tdarling1/status/2021321546300584087) 2026-02-10T20:33Z [----] followers, [---] engagements "Asia closed mixed $NIKK โ Nat'l Foundation Day $SSEC [----] +0.1% $HSI [-----] +0.3% $KOSPI [----] +1.0% $IDX [----] +1.7% Australia $ASX [----] +1.65% Bharat $BSE [-----] -0.05%" [X Link](https://x.com/tdarling1/status/2021533468954378568) 2026-02-11T10:35Z [----] followers, [---] engagements "Europe trading mostly $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.35% $FTSE [-----] +0.35% $CAC [----] -0.55% $AEX [----] unch $IBEX [-----] -0.45% $MIB [-----] -0.95% $SMI [-----] -0.1% $MOEX [----] +1.0%" [X Link](https://x.com/tdarling1/status/2021533470544044038) 2026-02-11T10:35Z [----] followers, [--] engagements "futures $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] -0.05% $NQ [-----] -0.2% $RTY [----] +0.15%" [X Link](https://x.com/tdarling1/status/2021533472205197552) 2026-02-11T10:35Z [----] followers, [---] engagements "GOLD and metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +0.9% $SILVER [-----] +5.1% $COPPER [-----] +1.3% $PLAT [----] +3.9% $PALL [----] +2.4% $ALI [----] +0.9% $ZINC [----] +1.4%" [X Link](https://x.com/tdarling1/status/2021533473832632700) 2026-02-11T10:35Z [----] followers, [--] engagements "Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +1.45% $BRENT [-----] +1.4% $GASO [-----] +0.95% $NATGAS [-----] +0.1%" [X Link](https://x.com/tdarling1/status/2021533475711717740) 2026-02-11T10:35Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.05% $CORN [---] +0.35% $SOYB [----] -0.3% $SUGAR [-----] -1.35% $COFFEE โ [------] +0.1% $COCOA ๐ซ [----] +0.7%" [X Link](https://x.com/tdarling1/status/2021533477339078723) 2026-02-11T10:35Z [----] followers, [--] engagements "$USDJPY ๐น $USD range = [-----] [-----] โ $GBP range = [-----] - [-----] โ $EUR [-----] +0.19% $GBP [-----] +0.26% $AUD [------] +0.54% $USD [-----] -0.23% $USDJPY [------] -0.76% ๐น $USDCHF [-----] +0.55% $USDCAD [-----] -0.32% $USDCNY [----] -0.01%" [X Link](https://x.com/tdarling1/status/2021533479607902325) 2026-02-11T10:35Z [----] followers, [--] engagements "#Cryptocurrencies $IBIT IV [-----] #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -3.0% $ETH [----] -3.95%" [X Link](https://x.com/tdarling1/status/2021533481122304069) 2026-02-11T10:35Z [----] followers, [--] engagements "UST yields 10/2s +68 bps 10Y3M +44 bps MOVE [-----] ๐บ $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป to Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐ป ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐บ CAN [-----] ๐ป" [X Link](https://x.com/tdarling1/status/2021533482741383397) 2026-02-11T10:35Z [----] followers, [---] engagements "With massive payroll revisions expected today's NFP is going to be messy but undeniably weak @AnnaEconomist is on it Weak ๐ and ECI pushed $TLT ๐บ Today is part [--] of [--] data favorable bond data points (CPI on Friday) Long $TLT $SPHD and have a super profitable ๐ฐday" [X Link](https://x.com/tdarling1/status/2021533484842619152) 2026-02-11T10:35Z [----] followers, [---] engagements "So BLS benchmarked CES payroll levels to March [----] QCEW counts revising the seasonally adjusted March [----] payroll level down by 898k With the level shift downward across history the starting point for interpreting current momentum is lower than it was pre-benchmark. Takeaway: [----] growth narrative materially weaker than previously reported; and January is stronger as a consequence of the lower denominator https://twitter.com/i/web/status/2021583711003701590 https://twitter.com/i/web/status/2021583711003701590" [X Link](https://x.com/tdarling1/status/2021583711003701590) 2026-02-11T13:54Z [----] followers, [---] engagements "Hello Dow [----] Thursday Pammy B reminds us that the $DIA is +4.36% YTD But we can do better than that - $EEM +12.52% $EFA +9.28% $PDBC +9.36% and $GLD up a whopping +18% Lets dig into the market ๐งฎ" [X Link](https://x.com/tdarling1/status/2021895789480477081) 2026-02-12T10:34Z [----] followers, [---] engagements "In Asia $KOSPI ๐ $NIKK [-----] +0.15% $SSEC [----] +0.05% $HSI [-----] -0.85% $KOSPI [----] +3.15% $IDX [----] -0.55% Australia $ASX [----] +0.3% Bharat $BSE [-----] -0.7%" [X Link](https://x.com/tdarling1/status/2021895792596840537) 2026-02-12T10:34Z [----] followers, [---] engagements "Some dispersion in Europe $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +1.25% $FTSE [-----] +0.2% $CAC [----] +0.65% $AEX [----] -0.8% $IBEX [-----] +0.1% $MIB [-----] +0.25% $SMI [-----] -0.1% $MOEX [----] +0.35%" [X Link](https://x.com/tdarling1/status/2021895794048057439) 2026-02-12T10:34Z [----] followers, [---] engagements "futures but NDX looks vulnerable trading below its yearly open $VIX [-----] ๐ป $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] +0.3% $NQ [-----] +0.25% $RTY [----] +0.4%" [X Link](https://x.com/tdarling1/status/2021895795612807478) 2026-02-12T10:34Z [----] followers, [---] engagements "GOLD with metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.4% $SILVER [------] -0.85% $COPPER [-----] +0.55% $PLAT [----] -1.75% $PALL [----] -1.1% $ALI [----] +1.3% $ZINC [----] +0.45%" [X Link](https://x.com/tdarling1/status/2021895798082916801) 2026-02-12T10:34Z [----] followers, [--] engagements "Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.35% $BRENT [-----] -0.45% $GASO [-----] -1.1% $NATGAS [-----] +1.85%" [X Link](https://x.com/tdarling1/status/2021895799462826127) 2026-02-12T10:34Z [----] followers, [---] engagements "JPY ๐น continues to ๐ช $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.08% $GBP [-----] +0.12% $AUD [-----] +0.01% $USD [-----] -0.01% $USDJPY [------] -0.2% ๐น $USDCHF [-----] -0.41% $USDCAD [-----] +0.01% $USDCNY [-----] -0.16%" [X Link](https://x.com/tdarling1/status/2021895802159861951) 2026-02-12T10:34Z [----] followers, [--] engagements "#Cryptocurrencies with a tepid bounce $IBIT IV [-----] ๐ #Bitcoin range = [-----] - [-----] $BTC 67568+0.75% $ETH [----] +2.15%" [X Link](https://x.com/tdarling1/status/2021895803556516194) 2026-02-12T10:34Z [----] followers, [--] engagements "UST yields 10/2s +67 bps 10Y3M +46 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐บ ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป" [X Link](https://x.com/tdarling1/status/2021895805011980636) 2026-02-12T10:34Z [----] followers, [---] engagements "futures $VIX [-----] ๐ช $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] [------] โ $VIX range = [-----] - [-----] โ $ES [----] -0.05% $NQ [-----] unch $RTY [----] -0.1%" [X Link](https://x.com/tdarling1/status/2022263821226725406) 2026-02-13T10:57Z [----] followers, [--] engagements "GOLD with industrial metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +1.0% $SILVER [------] +3.1% $COPPER [-----] -0.6% $PLAT [----] +0.6% $PALL [----] +0.4% $ALI [----] -1.7% $ZINC [----] -1.5%" [X Link](https://x.com/tdarling1/status/2022263823185350662) 2026-02-13T10:57Z [----] followers, [--] engagements "Hydrocarbons mixed $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.6% $BRENT [-----] +0.65% $GASO [-----] +0.05% $NATGAS [-----] -1.55%" [X Link](https://x.com/tdarling1/status/2022263824556941606) 2026-02-13T10:57Z [----] followers, [---] engagements "$USDJPY bouncing $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] -0.13% $GBP [-----] unch $AUD [------] -0.35% $USD [------] +0.13% $USDJPY [------] +0.51% ๐น $USDCHF [----] +0.17% $USDCAD [-----] +0.03% $USDCNY [-----] +0.11%" [X Link](https://x.com/tdarling1/status/2022263827329347679) 2026-02-13T10:57Z [----] followers, [--] engagements "#Cryptocurrencies ๐ฉ ๐ท $IBIT IV [-----] ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +1.15% $ETH [----] +0.7%" [X Link](https://x.com/tdarling1/status/2022263828742906230) 2026-02-13T10:57Z [----] followers, [--] engagements "A picture is worth a thousand words Average cpi of top [--] large cities just 2.2%. Some major cities like Dallas in the south saw deflation. H/t @atanzi @TheTerminal https://t.co/yjHSiZRaMH https://t.co/Jqk5BFiVX9 Average cpi of top [--] large cities just 2.2%. Some major cities like Dallas in the south saw deflation. H/t @atanzi @TheTerminal https://t.co/yjHSiZRaMH https://t.co/Jqk5BFiVX9" [X Link](https://x.com/tdarling1/status/2022394003019477228) 2026-02-13T19:34Z [----] followers, [---] engagements "Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.25% $CORN [---] +0.6% $SOYB [----] +0.55% $SUGAR [-----] +0.15% $COFFEE โ [------] +0.05% $COCOA ๐ซ [----] +1.6%" [X Link](https://x.com/tdarling1/status/2016820239644701130) 2026-01-29T10:26Z [----] followers, [---] engagements "Europe is trading mixed $VSTOXX [------] ๐บ ๐ช $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.15% $FTSE [-----] +0.2% $CAC [----] -0.2% $AEX [---] +0.45% $IBEX [-----] -0.4% $MIB [-----] -1.15% $SMI [-----] +0.5% $MOEX [----] +0.3%" [X Link](https://x.com/tdarling1/status/2022263819385352374) 2026-02-13T10:57Z [----] followers, [--] engagements "2026 Global Macro Outlook 1/12 ๐งต The key themes driving [----] financial markets: AI Productivity Boom Inflation๐ป U3 ๐บ andFOMC OB3 = running it hotโจ IEEPA Tariff Decision Midterms and the Affordability Crisis Energy Policy 4th Turning Dynamics Bubbling Generational Conflicts Quantum Computing Lets dig into each theme https://twitter.com/i/web/status/2006893641864823000 https://twitter.com/i/web/status/2006893641864823000" [X Link](https://x.com/tdarling1/status/2006893641864823000) 2026-01-02T01:01Z [----] followers, [----] engagements "The guys were super bearish on BTC in this episode; followed by a potential double bottom a weekly buy signal and a move 70k Always worth the ๐ NEW ROUNDUP: Dispersion Is Exploding While Main Street Reaccelerates We Cover: ๐ธ Labor market reacceleration ๐ธ Unprecedented market dispersion ๐ธ AI breaking correlations ๐ธ Rotation to bottlenecks ๐ธ Why Bitcoin is failing & more @Tyler_Neville_ @qthomp @fejau_inc Links https://t.co/dNdJUkhaFY NEW ROUNDUP: Dispersion Is Exploding While Main Street Reaccelerates We Cover: ๐ธ Labor market reacceleration ๐ธ Unprecedented market dispersion ๐ธ AI" [X Link](https://x.com/tdarling1/status/2022640458090901832) 2026-02-14T11:53Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tdarling1 Ted DarlingTed Darling posts on X about $cocoa, $dba, $wheat, $corn the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence cryptocurrencies 45.61% finance 31.58% stocks 26.32% countries 9.65% currencies 7.02% exchanges 1.75% technology brands 0.88%
Social topic influence $cocoa #1, $dba 11.4%, $wheat 11.4%, $corn 11.4%, $soyb 11.4%, $sugar 11.4%, $coffee 11.4%, $dbc #9, $nikk #1, $ssec #1
Top accounts mentioned or mentioned by @yieldsearcher @truflation @tylerneville @fejauinc @qthomp @riceforthought @clevelandfed @cryptonobler @alanreynoldsecn @teconomics @annaeconomist @atanzi @theterminal @likethewolf1 @sesamesoymilk @vaidotassegenis @cillianbraille @simonsaysbtc
Top assets mentioned Sugar Boy (SUGAR) DeepBrain Chain (DBC) ASE Technology Holding Co., Ltd. (ASX) Bitcoin (BTC) SPDR GOLD ETF (GLD) IBEX Ltd (IBEX) SafeMoon Inu (SMI) iShares BTC Trust (IBIT) Ethereum (ETH) SPX6900 (SPX) Vixco (VIX) Eclipse (ES) Barrick Gold Corp. (GOLD) Artificial Liquid Intelligence (ALI) ZINC (ZINC)
Top posts by engagements in the last [--] hours
"Well I was wrong NFP +130K with +172K private payrolls US +4.3% ๐ป AHE +0.4% m/m; +3.7% y/y Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP Hello Payrolls Wednesday ๐ซ Leaving aside recent weak employment data (see ๐) Hasset told you to expect low to negative payroll data today Yet analysts are projecting +70K and 4.4% U3 Delusional Lets dig into the market ๐งฎ https://t.co/m4iG6iATHP"
X Link 2026-02-11T13:33Z [----] followers, [---] engagements
"Hello Friday the 13th ๐ค CPI consensus estimates: Headline: +0.26% m/m; +2.5% y/y Core: +0.34% m/m; +2.5% y/y @ClevelandFed NowCast is lower Headline: +0.13% m/m; +2.36% y/y Core: +0.22% m/m; +2.45% y/y Lets dig into the market ๐งฎ"
X Link 2026-02-13T10:57Z [----] followers, [---] engagements
"Asia followed SPX $NIKK [-----] -1.25% $SSEC [----] -1.25% $HSI [-----] -1.7% $KOSPI [----] -0.3% $IDX [----] -0.3% Australia $ASX [----] -1.4% Bharat $BSE [-----] -1.25%"
X Link 2026-02-13T10:57Z [----] followers, [---] engagements
"๐ Official US inflation for January cooled below market expectations. US CPI was 2.4% Y/Y down from the previous 2.7% and lower than the market consensus of 2.5%. US Core CPI 2.5% Y/Y down from 2.6% and aligned with market expectations. Meanwhile Truflation's custom US CPI https://t.co/4wvq3cN2qW Official US inflation for January cooled below market expectations. US CPI was 2.4% Y/Y down from the previous 2.7% and lower than the market consensus of 2.5%. US Core CPI 2.5% Y/Y down from 2.6% and aligned with market expectations. Meanwhile Truflation's custom US CPI https://t.co/4wvq3cN2qW"
X Link 2026-02-14T11:44Z [----] followers, [---] engagements
"Grains mostly $COCOA ๐ซ slammed -10% on Friday $DBA range = [-----] - [-----] โ $WHEAT [---] +1.2% $CORN [---] +0.75% $SOYB [----] +0.35% $SUGAR [-----] unch $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.85%"
X Link 2026-01-12T10:03Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.2% $CORN [---] -0.15% $SOYB [----] -0.55% $SUGAR [-----] -0.15% $COFFEE โ [------] +1.55% $COCOA ๐ซ [----] +0.6%"
X Link 2026-01-13T11:15Z [----] followers, [---] engagements
"$DBC (commodity index fund) is breaking out of a multi-year base"
X Link 2026-01-14T01:28Z [----] followers, [---] engagements
"Grains modestly $DBA range = [-----] - [-----] $WHEAT [---] +0.35% $CORN [---] +0.6% $SOYB [----] +0.45% $SUGAR [-----] +0.55% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.65%"
X Link 2026-01-14T10:34Z [----] followers, [---] engagements
"Sold more $IAU and $DBC into this rip"
X Link 2026-01-21T15:12Z [----] followers, [---] engagements
"$DBC - just took some more off in the mean reversion portfolio. The commodity fund is +7.85% YTD and +10.55% since the mid-December lows. Seasonally strong this ETF has been up 100% of the last [--] Januaries by an average +3.2%"
X Link 2026-01-23T16:20Z [----] followers, [---] engagements
"Hello Yen Moon Monday ๐น ๐ I came into Friday long UUP FXA and FXB A powerful bullish to bearish reversal had me selling UUP and buying $FXY ๐น and $FXE. I also sold some FXA on the rip The implications of this ๐น move have yet to manifest Lets dig into the market ๐งฎ"
X Link 2026-01-26T10:34Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.2% $SOYB [----] +0.15% $SUGAR [-----] +0.35% $COFFEE โ [---] +0.65% $COCOA ๐ซ [----] +1.85%"
X Link 2026-01-27T10:41Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] + 1.4% $CORN [---] +0.85% $SOYB [----] +0.85% $SUGAR [-----] -0.15% $COFFEE โ [------] -0.15% $COCOA ๐ซ [----] -2.4%"
X Link 2026-01-28T10:43Z [----] followers, [---] engagements
"@yieldsearcher $BILS $USFR $UUP"
X Link 2026-01-29T15:54Z [----] followers, [----] engagements
"Which "tightening" event MOST contributed to the sell off in metals $SLV $GLD $COPPER on Thursday and Friday Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair Japan MOF "Yentervention" FOMC Interest Rate Pause CME Margin Hike(s) Warsh as Fed Chair"
X Link 2026-01-31T11:01Z [----] followers, [---] engagements
"Asian indices ๐๐จ'd $NIKK [-----] -1.25% $SSEC [----] -2.5% ๐ฉธ $HSI [-----] -2.25% $KOSPI [----] -5.25% ๐ฉธ $IDX [----] -5.3% ๐ฉธ Australia $ASX [----] -1.0% Bharat $BSE [-----] +1.2%"
X Link 2026-02-02T10:35Z [----] followers, [---] engagements
"Europe mixed $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.4% $FTSE [-----] +0.05% $CAC [----] +0.15% $AEX [---] -0.5% $IBEX [-----] +0.25% $MIB [-----] +0.05% $SMI [-----] +0.6% $MOEX [----] -0.2%"
X Link 2026-02-02T10:35Z [----] followers, [---] engagements
"Hydrocarbons ๐๐จ'd as geopol premium ๐ป $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -4.6% ๐ฉธ $BRENT [-----] -4.3% $GASO [-----] -3.85% $NATGAS [-----] -16.8% ๐ฎ"
X Link 2026-02-02T10:35Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] $WHEAT [---] -0.95% $CORN [---] -0.15% $SOYB [----] -0.35% $SUGAR [-----] -0.4% $COFFEE โ [---] +0.05% $COCOA ๐ซ [----] -4.9% ๐จ"
X Link 2026-02-02T10:35Z [----] followers, [---] engagements
"@truflation What do you make of this Adobe Digital Prices report Does your survey data corroborate their findings Thank you https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR https://x.com/NickTimiraos/status/2018405590662348908s=20 UBS: The Adobe Digital Price Index which covers prices of items sold online rose in January by the most in its 12-year history. https://t.co/PMRapFBipR"
X Link 2026-02-03T10:02Z [----] followers, [---] engagements
"Asian indices ๐ $NIKK [-----] +3.95% $SSEC [----] +1.3% $HSI [-----] +0.2% $KOSPI [----] +6.85% $IDX [----] +1.95% Australia $ASX [----] +0.9% Bharat $BSE [-----] +2.6% on trade ๐ค"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.1% $BRENT [-----] -0.2% $GASO [-----] +0.1% $NATGAS [-----] +0.35%"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Grains mostly $DBA range = [-----] - [-----] โ $WHEAT [---] +0.1% $CORN [---] +0.3% $SOYB [----] +0.55% $SUGAR [-----] +1.8% $COFFEE โ [------] -0.65% $COCOA ๐ซ [----] +1.8%"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"$USD $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.03% $GBP [-----] unch $AUD [-----] +0.86% $USD [-----] -0.01% $USDJPY [------] +0.15% $USDCHF [-----] -0.05% $USDCAD [-----] +0.01% $USDCNY [-----] -0.13%"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"#Cryptocurrencies to $IBIT IV [-----] ๐บ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -0.3% $ETH [----] -2.45%"
X Link 2026-02-03T10:33Z [----] followers, [--] engagements
"UST yields 10/2s +71 bps 10Y3M +59 bps MOVE [-----] $TNX range = [-----] - [-----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [-----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [-----] ๐บ AUS [----] CAN [-----] ๐บ"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Taking advantage of the turbulence and very oversold conditions I took a swing at $IAU at [-----] and $DBC at [-----] in my mean reversion account I will be banking 25% at the open ๐ฐ Look for $SPX [----] be opportunistic and have a super profitable ๐ฐday"
X Link 2026-02-03T10:33Z [----] followers, [---] engagements
"Asia ex-NIKK closed $NIKK [-----] -0.65% $SSEC [----] +0.85% $HSI [-----] +0.05% $KOSPI [----] +1.55% $IDX [----] +0.15% Australia $ASX [----] +0.8% Bharat $BSE [-----] +0.1%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"Europe is trading to with inline +1.7% inflation $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.3% $FTSE [-----] +0.9% $CAC [----] +0.55% $AEX [---] +0.3% $IBEX [-----] +0.05% $MIB [-----] +0.55% $SMI [-----] +0.05% $MOEX [----] +0.35%"
X Link 2026-02-04T10:28Z [----] followers, [--] engagements
"Hydrocarbons modestly $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.8% $BRENT [-----] +0.55% $GASO [-----] +0.65% $NATGAS [-----] -0.3%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.65% $CORN [---] -0.25% $SOYB [----] -0.3% $SUGAR [-----] +0.05% $COFFEE โ [------] +0.4% $COCOA ๐ซ [----] +0.55%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"$USDJPY back to break-even for the year $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] -0.05% $GBP [-----] +0.09% $AUD [-----] +0.06% $USD [-----] +0.1% $USDJPY [------] +0.6% $USDCHF [-----] +0.14% $USDCAD [-----] +0.14% $USDCNY [-----] +0.06%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"#Cryptocurrencies after putting in fresh cycle lows yesterday. Bottom $IBIT IV [-----] ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +0.5% $ETH [----] +1.5%"
X Link 2026-02-04T10:28Z [----] followers, [---] engagements
"Hello Dispersion Thursday A terrible night of sleep had me comparing the holdings of $SPHD vs $SPYG in the middle of the night - and the performance divergence could not be more pronounced 1/n"
X Link 2026-02-05T11:35Z [----] followers, [---] engagements
"With a TTM dividend of 3.88% $SPHD is heavily weighted in defensive sectors with Real Estate at 22% Staples at 16% Utilities at 14% and Healthcare at 13% YTD performance +7.56% dividends reinvested 2/n"
X Link 2026-02-05T11:35Z [----] followers, [---] engagements
"Contrast that with $SPYG - the S&P [---] growth index with a negligible TTM dividend of 0.53% and heavily weighted in Technology 49% and Communications 16% YTD performance -2.53% 3/n"
X Link 2026-02-05T11:35Z [----] followers, [---] engagements
"That dispersion is even more ๐ when comparing $XLK to $XLE $XLK -4.1% YTD cracked yesterday 4/n"
X Link 2026-02-05T11:35Z [----] followers, [---] engagements
"Meanwhile with a TTM yield of 2.77% $XLE +16.1% YTD en route to my [-----] ๐ฏ 5/n"
X Link 2026-02-05T11:36Z [----] followers, [---] engagements
"Lastly let's take a look at the value and momentum factors $SPYV is +4.13% YTD 6/n"
X Link 2026-02-05T11:36Z [----] followers, [---] engagements
"While $MTUM 'crashed' along with Tech yesterday $MTUM -1.23% YTD 7/n"
X Link 2026-02-05T11:36Z [----] followers, [---] engagements
"As expected BOE held rates at [----]. and Cable got smoked $GBPUSD [---] BPS"
X Link 2026-02-05T12:25Z [----] followers, [---] engagements
"In the last [--] hours the US has posted (4) negative jobs reports: ADP Private Payrolls๐ป Challenger Job Cuts๐บ Initial Claims to 231K ๐บ JOLTS December job openings ๐ป"
X Link 2026-02-05T15:04Z [----] followers, 37.7K engagements
"Epic ๐คฎ in $BTCUSD to 65K Can an epic bounce be far behind Saylor et al sure hope so"
X Link 2026-02-05T18:36Z [----] followers, [----] engagements
"Uh oh ๐ช ๐ No worries HODL BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1 BREAKING: Binance & ByBit have reportedly begun halting withdrawals as the crypto selloff accelerates https://t.co/1ETLBEYLW1"
X Link 2026-02-05T21:58Z [----] followers, [---] engagements
"Any bids at 62K Anyone Anyone Saylor"
X Link 2026-02-05T22:09Z [----] followers, [---] engagements
"Well would you look what found a bid today $TLT +1.1% in the black YTD"
X Link 2026-02-05T22:13Z [----] followers, [---] engagements
"Asia ex-NIKK followed SPX $NIKK [-----] +0.9% $SSEC [----] -0.25% $HSI [-----] -1.2% $KOSPI [----] -1.45% $IDX [----] -2.55% Australia $ASX [----] -2.05% Bharat $BSE [-----] +0.35%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"European dispersion $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.4% $FTSE [-----] +0.05% $CAC [----] -0.15% $AEX [---] -0.1% $IBEX [-----] +0.5% $MIB [-----] -0.35% $SMI [-----] -0.65% $MOEX [----] +0.05%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"futures after SPX turned ๐ YTD [----] is the ๐ level $VIX [-----] $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] โ $ES [----] +0.3% $NQ [-----] +0.35% $RTY [----] +0.9%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +2.0% $SILVER [------] -4.05% $COPPER [-----] -0.4% $PLAT [----] -3.8% $PALL [----] -2.35% $ALI [----] +0.2% $ZINC [----] -0.1%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"Hydrocarbons $USO IV [-----] ๐บ $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.6% $BRENT [-----] +0.45% $GASO [----] +0.7% $NATGAS [-----] +0.15%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"Grains to $DBA range = [-----] - [-----] โ $WHEAT [---] -0.15% $CORN [---] -0.3% $SOYB [----] -0.1% $SUGAR [-----] -0.4% $COFFEE โ [------] unch $COCOA ๐ซ [----] -0.55%"
X Link 2026-02-06T10:38Z [----] followers, [---] engagements
"$USD but +85 bps on the week $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.14% $GBP [-----] +0.3% $AUD [-----] +0.58% $USD [------] +0.01% $USDJPY [------] -0.04% $USDCHF [-----] +0.01% $USDCAD [-----] -0.15% $USDCNY [-----] -0.02%"
X Link 2026-02-06T10:38Z [----] followers, [--] engagements
"#Cryptocurrencies bouncing after record volumes cause Binance to ๐ $IBIT IV [-----] ๐บโ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +5.0% $ETH [----] +5.5%"
X Link 2026-02-06T10:38Z [----] followers, [--] engagements
"@Tyler_Neville_ @fejau_inc @qthomp Good show this week; you made some great points particularly around AI productivity which is already manifesting "big league""
X Link 2026-02-07T16:38Z [----] followers, [---] engagements
"@riceforthought @yieldsearcher @CryptoNobler OK - they just paused To get a 50BPS cut from here then you have to believe that we get a terrible jobs report next week and on March [--]. It's plausible but by no means a done deal. This current cast of FOMC characters is as likely to hike as cut IMHO"
X Link 2026-02-07T20:49Z [----] followers, [--] engagements
"@AlanReynoldsEcn @truflation"
X Link 2026-02-08T08:17Z [----] followers, [---] engagements
"Directionally this real-time inflation metric is wow ๐คฏ Meanwhile on Friday we will get the official CPI print for - wait for it - December BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show another strong wave of cooling inflation this time driven by a 20% drop in natural gas prices charged to residential https://t.co/VzP9LL29U3 BREAKING: US CPI inflation today 0.68% Our independent inflation index dropped from 0.86% yesterday to 0.68% today Sunday Feb [--]. Independent price data show"
X Link 2026-02-08T13:34Z [----] followers, [----] engagements
"@yieldsearcher Right you are. I was thinking PCE"
X Link 2026-02-08T13:53Z [----] followers, [--] engagements
"Asia โ $NIKK [-----] +4.05% $SSEC [----] +1.4% $HSI [-----] +1.75% $KOSPI [----] +4.1% $IDX [----] +0.95% Australia $ASX [----] +1.85% Bharat $BSE [-----] +0.55%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"European dispersion $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] $FEZ range = [-----] - [-----] $DAX [-----] +0.25% $FTSE [-----] +0.1% $CAC [----] -0.1% $AEX [---] -0.3% $IBEX [-----] +0.55% $MIB [-----] +1.05% $SMI [-----] -0.1% $MOEX [----] -0.65%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"futures have turned $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] $ES [----] -0.25% $NQ [-----] -0.45% $RTY [----] -0.15%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"GOLD with metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +1.0% $SILVER [------] +4.6% $COPPER [-----] unch $PLAT [----] -1.8% $PALL [----] -2.45% $ALI [----] -0.65% $ZINC [----] -0.85%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"Hydrocarbons with NG ๐ก๐ฉธ $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.15% $BRENT [-----] -0.15% $GASO [-----] +0.55% $NATGAS [-----] -7.0% ๐ฉธ"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.4% $CORN [---] -0.1% $SOYB [----] -0.5% $SUGAR [-----] +0.85% $COFFEE โ [------] -0.6% $COCOA ๐ซ [----] -1.2%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"$JPY ๐น $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] +0.38% $GBP [----] -0.07% $AUD [-----] +0.07% $USD [------] -0.26% $USDJPY [------] -0.34% $USDCHF [-----] -0.4% $USDCAD [-----] -0.2% $USDCNY [-----] -0.21%"
X Link 2026-02-09T10:42Z [----] followers, [--] engagements
"#Cryptocurrencies fixin' to retest Friday lows $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -2.25% $ETH [----] -3.3%"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"UST yields ๐บ on the China 'sell' 10/2s +72 bps 10Y3M +54 bps MOVE [-----] ๐บ $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐บ GILTs [----] ๐บ BUND [-----] ๐บ ITA [-----] ๐บ JPN [----] ๐บ AUS [-----] ๐ป CAN [----] ๐บ"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"With the bad ๐ฐ ๐ฉ behind us bond bulls are hoping for a data reprieve (weakness): M - Consumer inflation expectations T - retail sales ECI W - NFP Th - Existing homes Claims F - CPI Stay long ROW ๐ and have a super profitable ๐ฐday"
X Link 2026-02-09T10:42Z [----] followers, [---] engagements
"Median one-year-ahead inflation expectations in the US declined to 3.09% in January [----] the lowest in six months compared to 3.4% in December per NY Fed While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median one-year ahead expected inflation rate sank to 3.09% the lowest level since July. 3Y ahead expectations where they were in [----]. https://t.co/OYhwCvSqds While there is quite a bit of anxiety over price pressures to kick off the year consumers surveyed by the New York Fed seem sanguine. The median"
X Link 2026-02-09T16:28Z [----] followers, [---] engagements
"Hello Retail Sales ๐ Tuesday With "Iron Lady's" victory GS predicted USDJPY to [---]. Instead the ๐น turned tail putting in a big lower high en route to a retest of [---] December ๐ (+0.4%) and 4Q25 ECI (+0.8%) on tap Lets dig into the market ๐งฎ"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Led by NIKK Asia traded $NIKK [-----] +2.2% $SSEC [----] +0.15% $HSI [----] +0.05% $KOSPI [----] +0.05% $IDX [----] +1.05% Australia $ASX [----] +0.2% Bharat $BSE [-----] +0.15%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Europe to $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.25% $FTSE [-----] -0.3% $CAC [----] +0.55% $AEX [----] +0.55% $IBEX [-----] +0.05% $MIB [-----] -0.05% $SMI [-----] +0.25% $MOEX [----] -0.1%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"futures to $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - - [-----] ๐ป $ES [----] +0.05% $NQ [-----] unch $RTY [----] +0.15%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"GOLD and metals post Monday's rip $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.35% $SILVER [------] -0.65% $COPPER [-----] -1.0% $PLAT [----] -1.15% $PALL [----] -0.4% $ALI [----] -1.2% $ZINC [----] -0.55%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Hydrocarbons to $USO IV [-----] ๐ป๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.2% $BRENT [-----] -0.15% $GASO [-----] -0.8% $NATGAS [-----] -1.25%"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] -0.1% $CORN [---] +0.15% $SOYB [----] -0.25% $SUGAR [-----] +0.2% $COFFEE โ [------] -0.25% $COCOA ๐ซ [----] +1.35%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"$USDJPY $USD range = [-----] - [-----] ๐ป $USDJPY range = [------] - [------] โ $EUR [-----] -0.04% $GBP [-----] -0.21% $AUD [-----] -0.28% $USD [------] +0.06% $USDJPY [------] -0.38% ๐น $USDCHF [-----] -0.05% $USDCAD [-----] -0.03% $USDCNY [-----] -0.16%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"#Cryptocurrencies $IBIT IV [-----] ๐ป #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -1.35% $ETH [----] -4.1%"
X Link 2026-02-10T10:35Z [----] followers, [--] engagements
"UST yields 10/2s +71 bps 10Y3M +49 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐ป ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป"
X Link 2026-02-10T10:35Z [----] followers, [---] engagements
"Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday"
X Link 2026-02-10T10:35Z [----] followers, [----] engagements
"Retail sales๐ ๐ฅถ Headline: +0.0% m/m +2.4% y/y Control Group: -0.1% m/m $TLT time @tEconomics Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a super profitable ๐ฐday Consensus retail sales ๐ estimates project a slowing from +0.6% to +0.4% m/m for December Tomorrow we get Jan NFP and payrolls which Hassett tells us will be lower than expected The case for bonds starts to build Long $TLT small and have a"
X Link 2026-02-10T13:54Z [----] followers, [----] engagements
"So what we have brewing is weak retail sales ECI ๐ป to 0.7% a payrolls report expected to disappoint and a CPI print on Friday that is likely to be on the low side Contrast that with rip roaring CapEx that is driving GDP growth and outsized productivity improvements"
X Link 2026-02-10T14:00Z [----] followers, [---] engagements
"Builders Reits and Utes ripping today on the back of lower note and bond yields. $ITB $XHB $XLRE $XLU"
X Link 2026-02-10T20:33Z [----] followers, [---] engagements
"Asia closed mixed $NIKK โ Nat'l Foundation Day $SSEC [----] +0.1% $HSI [-----] +0.3% $KOSPI [----] +1.0% $IDX [----] +1.7% Australia $ASX [----] +1.65% Bharat $BSE [-----] -0.05%"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"Europe trading mostly $VSTOXX [-----] ๐บ $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] -0.35% $FTSE [-----] +0.35% $CAC [----] -0.55% $AEX [----] unch $IBEX [-----] -0.45% $MIB [-----] -0.95% $SMI [-----] -0.1% $MOEX [----] +1.0%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"futures $VIX [-----] ๐บ $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] -0.05% $NQ [-----] -0.2% $RTY [----] +0.15%"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"GOLD and metals $GLD IV [-----] ๐ป $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +0.9% $SILVER [-----] +5.1% $COPPER [-----] +1.3% $PLAT [----] +3.9% $PALL [----] +2.4% $ALI [----] +0.9% $ZINC [----] +1.4%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +1.45% $BRENT [-----] +1.4% $GASO [-----] +0.95% $NATGAS [-----] +0.1%"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.05% $CORN [---] +0.35% $SOYB [----] -0.3% $SUGAR [-----] -1.35% $COFFEE โ [------] +0.1% $COCOA ๐ซ [----] +0.7%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"$USDJPY ๐น $USD range = [-----] [-----] โ $GBP range = [-----] - [-----] โ $EUR [-----] +0.19% $GBP [-----] +0.26% $AUD [------] +0.54% $USD [-----] -0.23% $USDJPY [------] -0.76% ๐น $USDCHF [-----] +0.55% $USDCAD [-----] -0.32% $USDCNY [----] -0.01%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"#Cryptocurrencies $IBIT IV [-----] #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] -3.0% $ETH [----] -3.95%"
X Link 2026-02-11T10:35Z [----] followers, [--] engagements
"UST yields 10/2s +68 bps 10Y3M +44 bps MOVE [-----] ๐บ $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] ๐ป to Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐ป ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐บ CAN [-----] ๐ป"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"With massive payroll revisions expected today's NFP is going to be messy but undeniably weak @AnnaEconomist is on it Weak ๐ and ECI pushed $TLT ๐บ Today is part [--] of [--] data favorable bond data points (CPI on Friday) Long $TLT $SPHD and have a super profitable ๐ฐday"
X Link 2026-02-11T10:35Z [----] followers, [---] engagements
"So BLS benchmarked CES payroll levels to March [----] QCEW counts revising the seasonally adjusted March [----] payroll level down by 898k With the level shift downward across history the starting point for interpreting current momentum is lower than it was pre-benchmark. Takeaway: [----] growth narrative materially weaker than previously reported; and January is stronger as a consequence of the lower denominator https://twitter.com/i/web/status/2021583711003701590 https://twitter.com/i/web/status/2021583711003701590"
X Link 2026-02-11T13:54Z [----] followers, [---] engagements
"Hello Dow [----] Thursday Pammy B reminds us that the $DIA is +4.36% YTD But we can do better than that - $EEM +12.52% $EFA +9.28% $PDBC +9.36% and $GLD up a whopping +18% Lets dig into the market ๐งฎ"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"In Asia $KOSPI ๐ $NIKK [-----] +0.15% $SSEC [----] +0.05% $HSI [-----] -0.85% $KOSPI [----] +3.15% $IDX [----] -0.55% Australia $ASX [----] +0.3% Bharat $BSE [-----] -0.7%"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"Some dispersion in Europe $VSTOXX [-----] ๐ป $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +1.25% $FTSE [-----] +0.2% $CAC [----] +0.65% $AEX [----] -0.8% $IBEX [-----] +0.1% $MIB [-----] +0.25% $SMI [-----] -0.1% $MOEX [----] +0.35%"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"futures but NDX looks vulnerable trading below its yearly open $VIX [-----] ๐ป $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] $IWM range = [------] - [------] โ $VIX range = [-----] - [-----] ๐ป $ES [----] +0.3% $NQ [-----] +0.25% $RTY [----] +0.4%"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"GOLD with metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] -0.4% $SILVER [------] -0.85% $COPPER [-----] +0.55% $PLAT [----] -1.75% $PALL [----] -1.1% $ALI [----] +1.3% $ZINC [----] +0.45%"
X Link 2026-02-12T10:34Z [----] followers, [--] engagements
"Hydrocarbons $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] -0.35% $BRENT [-----] -0.45% $GASO [-----] -1.1% $NATGAS [-----] +1.85%"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"JPY ๐น continues to ๐ช $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] +0.08% $GBP [-----] +0.12% $AUD [-----] +0.01% $USD [-----] -0.01% $USDJPY [------] -0.2% ๐น $USDCHF [-----] -0.41% $USDCAD [-----] +0.01% $USDCNY [-----] -0.16%"
X Link 2026-02-12T10:34Z [----] followers, [--] engagements
"#Cryptocurrencies with a tepid bounce $IBIT IV [-----] ๐ #Bitcoin range = [-----] - [-----] $BTC 67568+0.75% $ETH [----] +2.15%"
X Link 2026-02-12T10:34Z [----] followers, [--] engagements
"UST yields 10/2s +67 bps 10Y3M +46 bps MOVE [-----] ๐ป $TNX range = [----] - [----] โ $TLT range = [-----] - [-----] Global 10Ys UST [-----] ๐ป GILTs [-----] ๐ป BUND [-----] ๐บ ITA [-----] ๐ป JPN [-----] ๐ป AUS [-----] ๐ป CAN [-----] ๐ป"
X Link 2026-02-12T10:34Z [----] followers, [---] engagements
"futures $VIX [-----] ๐ช $SPX range = [----] - [----] โ $COMPQ range = [-----] - [-----] ๐ป $IWM range = [------] [------] โ $VIX range = [-----] - [-----] โ $ES [----] -0.05% $NQ [-----] unch $RTY [----] -0.1%"
X Link 2026-02-13T10:57Z [----] followers, [--] engagements
"GOLD with industrial metals $GLD IV [-----] ๐บ $GOLD range = [----] - [----] โ $SILVER range = [-----] - [------] โ $COPPER range = [----] - [----] โ $GOLD [----] +1.0% $SILVER [------] +3.1% $COPPER [-----] -0.6% $PLAT [----] +0.6% $PALL [----] +0.4% $ALI [----] -1.7% $ZINC [----] -1.5%"
X Link 2026-02-13T10:57Z [----] followers, [--] engagements
"Hydrocarbons mixed $USO IV [-----] ๐ป $WTIC range = [-----] - [-----] โ $NATGAS range = [----] - [----] ๐ป $DBC range = [-----] - [-----] โ $WTIC [-----] +0.6% $BRENT [-----] +0.65% $GASO [-----] +0.05% $NATGAS [-----] -1.55%"
X Link 2026-02-13T10:57Z [----] followers, [---] engagements
"$USDJPY bouncing $USD range = [-----] - [-----] ๐ป $GBP range = [-----] - [-----] โ $EUR [-----] -0.13% $GBP [-----] unch $AUD [------] -0.35% $USD [------] +0.13% $USDJPY [------] +0.51% ๐น $USDCHF [----] +0.17% $USDCAD [-----] +0.03% $USDCNY [-----] +0.11%"
X Link 2026-02-13T10:57Z [----] followers, [--] engagements
"#Cryptocurrencies ๐ฉ ๐ท $IBIT IV [-----] ๐บ #Bitcoin range = [-----] - [-----] ๐ป $BTC [-----] +1.15% $ETH [----] +0.7%"
X Link 2026-02-13T10:57Z [----] followers, [--] engagements
"A picture is worth a thousand words Average cpi of top [--] large cities just 2.2%. Some major cities like Dallas in the south saw deflation. H/t @atanzi @TheTerminal https://t.co/yjHSiZRaMH https://t.co/Jqk5BFiVX9 Average cpi of top [--] large cities just 2.2%. Some major cities like Dallas in the south saw deflation. H/t @atanzi @TheTerminal https://t.co/yjHSiZRaMH https://t.co/Jqk5BFiVX9"
X Link 2026-02-13T19:34Z [----] followers, [---] engagements
"Grains $DBA range = [-----] - [-----] โ $WHEAT [---] +1.25% $CORN [---] +0.6% $SOYB [----] +0.55% $SUGAR [-----] +0.15% $COFFEE โ [------] +0.05% $COCOA ๐ซ [----] +1.6%"
X Link 2026-01-29T10:26Z [----] followers, [---] engagements
"Europe is trading mixed $VSTOXX [------] ๐บ ๐ช $DAX range = [-----] - [-----] โ $FEZ range = [-----] - [-----] โ $DAX [-----] +0.15% $FTSE [-----] +0.2% $CAC [----] -0.2% $AEX [---] +0.45% $IBEX [-----] -0.4% $MIB [-----] -1.15% $SMI [-----] +0.5% $MOEX [----] +0.3%"
X Link 2026-02-13T10:57Z [----] followers, [--] engagements
"2026 Global Macro Outlook 1/12 ๐งต The key themes driving [----] financial markets: AI Productivity Boom Inflation๐ป U3 ๐บ andFOMC OB3 = running it hotโจ IEEPA Tariff Decision Midterms and the Affordability Crisis Energy Policy 4th Turning Dynamics Bubbling Generational Conflicts Quantum Computing Lets dig into each theme https://twitter.com/i/web/status/2006893641864823000 https://twitter.com/i/web/status/2006893641864823000"
X Link 2026-01-02T01:01Z [----] followers, [----] engagements
"The guys were super bearish on BTC in this episode; followed by a potential double bottom a weekly buy signal and a move 70k Always worth the ๐ NEW ROUNDUP: Dispersion Is Exploding While Main Street Reaccelerates We Cover: ๐ธ Labor market reacceleration ๐ธ Unprecedented market dispersion ๐ธ AI breaking correlations ๐ธ Rotation to bottlenecks ๐ธ Why Bitcoin is failing & more @Tyler_Neville_ @qthomp @fejau_inc Links https://t.co/dNdJUkhaFY NEW ROUNDUP: Dispersion Is Exploding While Main Street Reaccelerates We Cover: ๐ธ Labor market reacceleration ๐ธ Unprecedented market dispersion ๐ธ AI"
X Link 2026-02-14T11:53Z [----] followers, [---] engagements
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