private /Lawrence Lepard,the money, fix the world

@LawrenceLepad82

Investment Manager, Equity Management Associates, LLC. Sound money advocate. Gold stock fund manager. Austrian economist. Anti-Federalist. CrossFit Athlete.

Joined June 2014

9Posts 207Followers 1KFollowing

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 20

This morning's conversation with Andrew Ross Sorkin -- on the economy, AI, gold, the dollar, bitcoin, and private credit. Thank you Andrew, Becky, and Joe for having me on your show. cnbc.com/video/2025/10/… #economy #markets @SquawkCNBC @JoeSquawk @BeckyQuick @andrewrsorkin @CNBC…

elerianm's tweet card. Mohamed El-Erian, Allianz chief economic advisor, joins 'Squawk Box' to discuss the lates market trends, state of the economy, his thoughts on the AI boom, state of the credit market, and more.

The AI bubble is a 'rational bubble', says Mohamed El-Erian

Source: cnbc.com

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 20

Forgive me for sounding like a broken record, but today’s market action is so illustrative of something I've been trying to convey for a while now. The notable thing about gold today isn’t just that its price hit yet another record high, but how it has done so: Gold is surging…

elerianm's tweet image. Forgive me for sounding like a broken record, but today’s market action is so illustrative of something I've been trying to convey for a while now.
The notable thing about gold today isn’t just that its price hit yet another record high, but how it has done so:
Gold is surging…

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 20

Apollo’s Torsten Slok observes that “something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies with positive earnings” (chart). This can be seen as part of a broader…

elerianm's tweet image. Apollo’s Torsten Slok observes that “something remarkable is going on in the equity market. Stock prices of companies with negative earnings have in recent months outperformed stock prices of companies with positive earnings” (chart).
This can be seen as part of a broader…

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 20

Good morning. Here’s the @WSJ on this morning Chinese GDP data: “China said economic momentum decelerated to its slowest pace in a year… …gross domestic product expanded 4.8% in the third quarter of 2025 compared with a year earlier, down from 5.2% growth in the second quarter.…

elerianm's tweet image. Good morning.
Here’s the @WSJ on this morning Chinese GDP data:
“China said economic momentum decelerated to its slowest pace in a year…
…gross domestic product expanded 4.8% in the third quarter of 2025 compared with a year earlier, down from 5.2% growth in the second quarter.…

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 19

Hoping my beloved Jets finally pull off a win! @nyjets #jets #jetspanthers @NFL

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 19

From Bloomberg. #gold #Economy #markets

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 18

IMF on Navigating Global Uncertainty IMF Managing Director, Kristalina Georgieva, highlighted yesterday a paradox in the global economy: “uncertainty has shot up—yet global sentiment is holding up." To navigate this mixture of “anxiety and resilience,” she specified three key…

elerianm's tweet image. IMF on Navigating Global Uncertainty
IMF Managing Director, Kristalina Georgieva, highlighted yesterday a paradox in the global economy: “uncertainty has shot up—yet global sentiment is holding up."
To navigate this mixture of “anxiety and resilience,” she specified three key…

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 18

The cover of this week’s edition of The Economist magazine … and it concerns advanced rather than developing countries. #economy #debt @TheEconomist

elerianm's tweet image. The cover of this week’s edition of The Economist magazine … and it concerns advanced rather than developing countries.

#economy #debt @TheEconomist

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 18

Who would have thought that the Eurozone’s/EU’s second most important economy would have an A+ rating? S&P has just downgraded France’s sovereign credit rating to A+ from AA–. This surprise move is likely to add pressure on French bond spreads. Beyond raising borrowing costs…

elerianm's tweet image. Who would have thought that the Eurozone’s/EU’s second most important economy would have an A+ rating?
S&amp;P has just downgraded France’s sovereign credit rating to A+ from AA–.
This surprise move is likely to add pressure on French bond spreads. Beyond raising borrowing costs…

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 17

Thank you, Larry, for having me on your show. I enjoyed the conversation with you, John and Michael. #economy #markets #trade #growth #china #FederalReserve @larry_kudlow @FoxBusiness @FoxNews #ai @carney

elerianm's tweet image. Thank you, Larry, for having me on your show. I enjoyed the conversation with you, John and Michael.
#economy #markets #trade #growth #china #FederalReserve @larry_kudlow @FoxBusiness @FoxNews #ai @carney

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 17

Treasury Secretary Bessent's post (below) comes as market pressure pushes again the Argentine Peso towards its weakest recorded level (chart). #economy #markets #argentina

elerianm's tweet image. Treasury Secretary Bessent's post (below) comes as market pressure pushes again the Argentine Peso towards its weakest recorded level (chart).
#economy #markets #argentina

Treasury Secretary Scott Bessent

@SecScottBessent

Oct 17

The United States stands with Argentina. Yesterday, Treasury bought pesos in the "Blue Chip Swap" and spot markets. Treasury remains in close communication with Argentina's economic team as they work to Make Argentina Great Again. Treasury is monitoring all markets, and we have…

private / Mohamed A. El-Erian reposted

Mohamed A. El-Erian

@elerianm

Oct 17

Looking forward to next week’s conference. registration.wic-sif.com/index/registra… #economy #markets @investinsharjah

private / Mohamed A. El-Erian reposted

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

Oct 6

Fed observing the gold market. Who are those guys?

private / Mohamed A. El-Erian reposted

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

Oct 8

Gold goes up on every day that ends in "y". Luke Gromen. LL: 😂😂😂sure does, Gresham's Law engaged! @LukeGromen

private / Mohamed A. El-Erian reposted

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

Oct 8

I literally wrote a book on the “monetary debasement trade” and it is unfolding in spades as I predicted. All the media outlets are now recognizing and discussing this trend. It is happening fast (think Silicon Valley Bank failure fast) and yet media requests to have me discuss…

private / Mohamed A. El-Erian reposted

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

Oct 5

@elerianm How it started. How it is going. Elites 🤦‍♂️ He acts like he has been a supporter all along. Bandwagon jumper.

private / Mohamed A. El-Erian reposted

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

Oct 4

Probably nothing

private / Mohamed A. El-Erian reposted

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

Oct 2

Mainstream establishment analyst wakes up to what we have been talking about for 5 years. In fact, some of us even wrote books about it! @elerianm (had to do a screen shot because he blocked me). Proof that the elites are late and are not even here yet.

LawrenceLepard's tweet image. Mainstream establishment analyst wakes up to what we have been talking about for 5 years. In fact, some of us even wrote books about it! @elerianm (had to do a screen shot because he blocked me). Proof that the elites are late and are not even here yet.

private / Mohamed A. El-Erian reposted

Lawrence Lepard, "fix the money, fix the world"

@LawrenceLepard

Oct 2

Is there alpha in silver miners? Exhibit A. Avino Silver (ASM) From 2022 to 2024 was available for $.40 to $1.00. Closed yesterday at $5.40. Still a core holding.