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![JaguarAnalytics Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1087194962.png) JaguarAnalytics [@JaguarAnalytics](/creator/twitter/JaguarAnalytics) on x 55.2K followers
Created: 2025-07-22 21:14:07 UTC

@levenson_david Exactly! We're on same page.

The pain trade is to be long cyclicals. Eventually, everyone will see this.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947767133636874382/c:line.svg)

[Post Link](https://x.com/JaguarAnalytics/status/1947767133636874382)

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JaguarAnalytics Avatar JaguarAnalytics @JaguarAnalytics on x 55.2K followers Created: 2025-07-22 21:14:07 UTC

@levenson_david Exactly! We're on same page.

The pain trade is to be long cyclicals. Eventually, everyone will see this.

XXX engagements

Engagements Line Chart

Post Link

post/tweet::1947767133636874382
/post/tweet::1947767133636874382