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![financhill Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::751404544777564160.png) Financhill [@financhill](/creator/twitter/financhill) on x 2095 followers
Created: 2025-07-06 17:36:38 UTC

Winners are Hard Assets and Real Cash Flows.

→ $GDX, $GLD, and gold miners benefit from sustained fiscal expansion + Fed handcuffs.

→ Energy stocks like $XOM, $COP, and $SLB win on inflation hedging and global instability.

→ Ags and commodities, like $MOS, $NTR, $WEAT.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1941914196355989631/c:line.svg)

**Related Topics**
[mos](/topic/mos)
[slb](/topic/slb)
[$weat](/topic/$weat)
[hedging](/topic/hedging)
[inflation](/topic/inflation)
[$xom](/topic/$xom)
[stocks](/topic/stocks)
[coins energy](/topic/coins-energy)

[Post Link](https://x.com/financhill/status/1941914196355989631)