[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.]  LordPos3idon [@LordPos3idon](/creator/twitter/LordPos3idon) on x XXX followers Created: 2025-07-14 19:06:49 UTC $HG Copper is just up on tariff threats, but Iron Ore is the true life blood of the global economy. One of those reflation signals along with the price of Lumber. I underestimated expectations surrounding the fiscal impulse and deficit. It was an instance where I analyzed the data and saw the end game but I failed to think about how investors would think about what is going on. You gotta always game theory the markets. it’s about what you see yeah, but you also need to understand how people will see things. I need to work on that to get my timing better but I’m still going to cover the longer term trends I see and the evidence I see as backing my case. Sometimes I see the destination, but in seeing so far, I can miss the path to getting there. All reflation commodities should be mooning but they are not, they are at lows, and this is with suppose inflation fears and everybody banking on Trump running the economy hot expectations. Yet none of the “economy running hot” commodities are rallying, they are all depressed. Global growth has been slowing, yet China keeps running record surpluses? That’s deflationary. We are not going to get a resolution on tariffs this year, tariffs are here to stay. Revenue collecting attempts by the admin will continue to expand. The economic data just has to dispel the tariff inflation narrative and this market is going to shift gears so hard to start pricing bonds up. Then pain trade here is for bond yields down. I’m on an island that’s shrinking, even Michael Harnett of BofA is quietly folding his long Bond calls for this year. But I like feeling stupid, it means I got more learning to do. But we’ll see what happens, maybe Deflation is really just my own Wilson!  XXX engagements  **Related Topics** [deflation](/topic/deflation) [china](/topic/china) [government spending](/topic/government-spending) [signals](/topic/signals) [ore](/topic/ore) [tariffs](/topic/tariffs) [$hg](/topic/$hg) [Post Link](https://x.com/LordPos3idon/status/1944835997058863398)
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LordPos3idon @LordPos3idon on x XXX followers
Created: 2025-07-14 19:06:49 UTC
$HG
Copper is just up on tariff threats, but Iron Ore is the true life blood of the global economy. One of those reflation signals along with the price of Lumber.
I underestimated expectations surrounding the fiscal impulse and deficit. It was an instance where I analyzed the data and saw the end game but I failed to think about how investors would think about what is going on. You gotta always game theory the markets. it’s about what you see yeah, but you also need to understand how people will see things. I need to work on that to get my timing better but I’m still going to cover the longer term trends I see and the evidence I see as backing my case. Sometimes I see the destination, but in seeing so far, I can miss the path to getting there.
All reflation commodities should be mooning but they are not, they are at lows, and this is with suppose inflation fears and everybody banking on Trump running the economy hot expectations. Yet none of the “economy running hot” commodities are rallying, they are all depressed. Global growth has been slowing, yet China keeps running record surpluses? That’s deflationary. We are not going to get a resolution on tariffs this year, tariffs are here to stay. Revenue collecting attempts by the admin will continue to expand. The economic data just has to dispel the tariff inflation narrative and this market is going to shift gears so hard to start pricing bonds up. Then pain trade here is for bond yields down.
I’m on an island that’s shrinking, even Michael Harnett of BofA is quietly folding his long Bond calls for this year. But I like feeling stupid, it means I got more learning to do. But we’ll see what happens, maybe Deflation is really just my own Wilson!
XXX engagements
Related Topics deflation china government spending signals ore tariffs $hg