@ErinCollard Erin James CollardErin James Collard posts on X about $blnd, inflation, housing market, $rkt the most. They currently have [---] followers and [--] posts still getting attention that total [---] engagements in the last [--] hours.
Social category influence finance 36.07% stocks 16.39% cryptocurrencies 8.2% countries 3.28% currencies 1.64% travel destinations 1.64% social networks 1.64% technology brands 1.64%
Social topic influence $blnd 21.31%, inflation 6.56%, housing market 3.28%, $rkt 3.28%, debt 3.28%, market cap 3.28%, rates 3.28%, bearish 3.28%, mortgage rate 3.28%, fed 3.28%
Top accounts mentioned or mentioned by @bpolitics @kimongtv @onechancefreedm @sleepysolcap @bravocycles @mrderivatives @gammichan @bartsquandry @eugenemarinelli @regardthefrost @realdonaldtrump @robertkennedyjr @hhsgov @stealthqe4 @politicsusa46 @charliebilello @drjstrategy @wsj @machinaquanta @marvintbaumann
Top assets mentioned Blend Labs, Inc. (BLND) Rocket Companies, Inc. (RKT) Zillow Group, Inc. (ZG) April (APRIL) D R Horton Inc (DHI)
Top posts by engagements in the last [--] hours
"$BLND https://www.mortgagenewsdaily.com/data/pending-home-sales US housing market activity may be resurging: Pending-home sales jumped +3.3% MoM in November well above expectations of +0.9% increase. This marks the 4th-consecutive monthly gain matching the longest streak seen during the [----] pandemic. Contract signings improved across https://t.co/URALZ0eSJS https://www.mortgagenewsdaily.com/data/pending-home-sales US housing market activity may be resurging: Pending-home sales jumped +3.3% MoM in November well above expectations of +0.9% increase. This marks the 4th-consecutive monthly gain"
X Link 2026-01-02T02:31Z [---] followers, [---] engagements
"Great start to the year $XLRE $BLND $RKT"
X Link 2026-01-14T19:21Z [---] followers, [---] engagements
"@Sleepysolcap And bonds rally hard. Oneshotting max pain"
X Link 2026-02-10T22:43Z [---] followers, [---] engagements
"@BraVoCycles So as a % of market cap its only 10bps higher than [----]. I think Im reading that right. The margin debt by itself just say asset prices have gone up"
X Link 2026-02-12T05:16Z [---] followers, [---] engagements
"@Mr_Derivatives 10yr rates at 3.5% should do it"
X Link 2026-02-12T19:32Z [---] followers, [---] engagements
"@gammichan Hugh Yield and Investment Grade spreads are the confirmation you need. Without fail they start telling weeks in advance for an endogenous sell off (ie not COVID and some unseeable shock). They couldnt be more calm. And yes the charts look bearish but "
X Link 2026-02-15T02:54Z [---] followers, [---] engagements
"2026 could be year of the bond $RKT $UWMC $BLND The last time mortgage rates were this low was in September-2024 while the [--] year note was at 3.64%. The [--] year note is currently at 4.14% https://t.co/QHna0APFsv The last time mortgage rates were this low was in September-2024 while the [--] year note was at 3.64%. The [--] year note is currently at 4.14% https://t.co/QHna0APFsv"
X Link 2026-02-16T16:50Z [---] followers, [---] engagements
"A Zillow Group Inc. investor appears to have cashed in about $39 million in profits on a bullish options bet from late October rolling some of it into a wager that 2023s real estate rally is set to continue. https://www.bloomberg.com/news/articles/2024-01-02/zillow-investor-rolls-525-options-gain-into-new-bullish-bet https://www.bloomberg.com/news/articles/2024-01-02/zillow-investor-rolls-525-options-gain-into-new-bullish-bet"
X Link 2024-01-03T04:57Z [---] followers, [---] engagements
""The tax-and-spend ratchet never ends. But even Californias wealthy cant pay for its ever-expanding welfare and government-worker obligations so dont be surprised when Democrats eventually target the middle class again too.""
X Link 2024-01-10T04:43Z [--] followers, [--] engagements
"DoubleLine Round Table Prime [----] debates the seeming failure of recession forecasts for [----] Fed policy in a presidential election year deep changes in the economy post-2020 and impending national liabilities restructuring. Highly recommend"
X Link 2024-01-19T20:20Z [---] followers, [--] engagements
"This tweet really didn't age well. Russia just printed 3.6% GDP growth - the narrative Russia is being crippled is just not supported by the data. β‘Biden in Poland: The Russian economy is on track to be cut in half in the coming years. Russian economy was ranked 11th biggest economy in the world before this invasion it will soon not even rank among the top-20. 1/2 β‘Biden in Poland: The Russian economy is on track to be cut in half in the coming years. Russian economy was ranked 11th biggest economy in the world before this invasion it will soon not even rank among the top-20. 1/2"
X Link 2024-02-07T17:32Z [---] followers, [---] engagements
"@BartsQuandry Completely decoupled from bond yields as the store of value function take over. Why Its sniffing Fiscal Dominace if coming and the govt will either have to default or hyperinflate. BTC is possibly signally the same thing"
X Link 2024-04-12T05:04Z [---] followers, [--] engagements
"Inflation down from 300% to 11%; the first quarterly budget surplus since 2008; interest rates cut three times in three weeks; and the Argentine peso becomes the world's best performing currency https://www.telegraph.co.uk/business/2024/05/04/argentina-javier-milei-proving-left-wing-economy-wrong/ https://www.telegraph.co.uk/business/2024/05/04/argentina-javier-milei-proving-left-wing-economy-wrong/"
X Link 2024-05-08T10:51Z [---] followers, [--] engagements
"Brace for impact. Government spending cant save everything"
X Link 2024-06-05T00:19Z [---] followers, [---] engagements
"Democracy is great until the establishment doesn't get a result they like "After a crushing defeat in the European Parliament election French President Macron called a snap legislative ballot in a desperate bid to stop Marine Le Pen" via @bpolitics https://www.bloomberg.com/news/articles/2024-06-09/european-elections-2024-macron-calls-vote-in-effort-to-halt-advance-of-le-penutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2024-06-10T03:19Z [---] followers, [--] engagements
"April [----] Jamie Dimon called for 8% interest rates now he's calling for increased chances of a recession https://www.bloomberg.com/news/articles/2024-08-07/jpmorgan-boosts-us-recession-chance-to-35-by-end-of-this-year https://www.bloomberg.com/news/articles/2024-08-07/jpmorgan-boosts-us-recession-chance-to-35-by-end-of-this-year"
X Link 2024-08-08T04:00Z [---] followers, [--] engagements
"@eugenemarinelli Accurate. They donate and vote for it then retreat to their vacation homes when the consequences of their policies come to fruition. Some leave to destroy other cities and states"
X Link 2024-10-20T20:57Z [---] followers, [---] engagements
"Bill Ackman Wants Firms Listing On Amsterdam Stock Exchange Dropped After Antisemitic Attacks. π https://www.forbes.com/sites/tylerroush/2024/11/08/bill-ackman-wants-firms-listing-on-amsterdam-stock-exchange-dropped-after-antisemitic-attacks/ https://www.forbes.com/sites/tylerroush/2024/11/08/bill-ackman-wants-firms-listing-on-amsterdam-stock-exchange-dropped-after-antisemitic-attacks/"
X Link 2024-11-08T22:55Z [---] followers, [--] engagements
"@regardthefrost @realDonaldTrump @RobertKennedyJr @HHSGov Congratulations Jim. Brilliant news"
X Link 2024-11-27T14:33Z [---] followers, [--] engagements
"Did not have that on my bingo card for [----] - "Far-right leader Marine Le Pen teamed up with a left-wing coalition to topple the French government." via @bpolitics https://www.bloomberg.com/news/articles/2024-12-04/french-far-right-joins-forces-with-left-to-topple-governmentutm_source=website&utm_medium=share&utm_campaign=twitter https://www.bloomberg.com/news/articles/2024-12-04/french-far-right-joins-forces-with-left-to-topple-governmentutm_source=website&utm_medium=share&utm_campaign=twitter"
X Link 2024-12-05T01:24Z [---] followers, [--] engagements
"@kimong_TV Their ability to support the housing market through (MBS) could improve. This could enhance liquidity in the MBS market which may reduce the risk premium leading to a tightening of spreads between mortgage rates and treasuries"
X Link 2024-12-31T06:02Z [---] followers, [--] engagements
"@kimong_TV If they were restructured to operate with more private capital and less government backing investors may demand higher spreads to compensate for the increased credit risk. So not clear cut to increase volumes"
X Link 2024-12-31T06:03Z [---] followers, [--] engagements
"Very sober housing stats. Lets hope [----] looks different π [----] was BRUTAL for homebuyers: For the first time since [----] US new home prices became CHEAPER than existing home prices. In fact only [--] million existing homes were sold in [----] the lowest since [----]. Here are Apollo's shocking housing market facts into [----]. (a thread) [----] was BRUTAL for homebuyers: For the first time since [----] US new home prices became CHEAPER than existing home prices. In fact only [--] million existing homes were sold in [----] the lowest since [----]. Here are Apollo's shocking housing market facts into [----]. (a"
X Link 2025-01-01T08:52Z [---] followers, [---] engagements
"and right on cue Bank of America $BAC bond losses could top $100 billion per Barron's. Bank of America $BAC bond losses could top $100 billion per Barron's"
X Link 2025-01-17T02:52Z [---] followers, [---] engagements
"Feb CPI next week market expects 3% headline. Fed Nowcast 2.5% Truflation 2.4% (1.4% for March). Something is wildly off"
X Link 2025-03-07T01:00Z [---] followers, [--] engagements
"@StealthQE4 Actually people are all on the stagflation trade. Quite the opposite. TLT record short interest"
X Link 2025-03-07T05:32Z [---] followers, [--] engagements
"@politicsusa46 As you go deeper into recession and your borrowing for an endless war sends your bond yields to the moon. Good luck with that"
X Link 2025-03-08T18:46Z [---] followers, [--] engagements
"@charliebilello fed Nowcast [---] for Feb. truflation the same. Market expects [--] next week. March truflation sub [---]. Lots of disconnect"
X Link 2025-03-09T19:48Z [---] followers, [---] engagements
"A stock like $DHI up on a day like today is the tell"
X Link 2025-03-10T20:29Z [---] followers, [---] engagements
"$BLND Another competitive win for Blend. Leader Bank was using us and a separate platform and decided to unify their tech all around Blend. Glad to have them on board. Link below. https://t.co/RS8voaHACJ Another competitive win for Blend. Leader Bank was using us and a separate platform and decided to unify their tech all around Blend. Glad to have them on board. Link below. https://t.co/RS8voaHACJ"
X Link 2025-03-12T18:26Z [---] followers, [---] engagements
"Seven of the Top [--] Credit Unions Partner with $BLND https://finance.yahoo.com/news/seven-top-10-credit-unions-131500157.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr https://finance.yahoo.com/news/seven-top-10-credit-unions-131500157.htmlsoc_src=social-sh&soc_trk=tw&tsrc=twtr"
X Link 2025-04-02T16:40Z [---] followers, [---] engagements
"#3 in the country π $BLND https://www.businesswire.com/news/home/20250421887383/en/CrossCountry-Mortgage-and-Blend-Introduce-Joint-Solutions-to-Simplify-Loan-Origination https://www.businesswire.com/news/home/20250421887383/en/CrossCountry-Mortgage-and-Blend-Introduce-Joint-Solutions-to-Simplify-Loan-Origination"
X Link 2025-04-22T04:21Z [---] followers, [---] engagements
"President Trump on Monday said he was considering taking billions in grant money away from Harvard University and redistributing it to trade schools across the U.S. π― https://www.wsj.com/us-news/education/trump-threatens-to-redistribute-3-billion-in-harvard-grants-to-trade-schools-a4ebc64cst=cgN7w8 https://www.wsj.com/us-news/education/trump-threatens-to-redistribute-3-billion-in-harvard-grants-to-trade-schools-a4ebc64cst=cgN7w8"
X Link 2025-05-26T19:25Z [---] followers, [--] engagements
"$BLND https://t.co/NZbc7f0WBB https://t.co/NZbc7f0WBB"
X Link 2025-06-23T23:35Z [---] followers, [---] engagements
"@DrJStrategy Housing market quietly getting slaughtered and just getting started. Meanwhile Fed twiddles its thumbs"
X Link 2025-06-24T13:41Z [---] followers, [---] engagements
"Trump Considers Naming Next Fed Chair Early in Bid to Undermine Powell via @WSJ https://www.wsj.com/economy/central-banking/trump-next-federal-reserve-chair-powell-d3edcb9cst=CR8pk5 https://www.wsj.com/economy/central-banking/trump-next-federal-reserve-chair-powell-d3edcb9cst=CR8pk5"
X Link 2025-06-26T02:22Z [---] followers, [--] engagements
""Has Trump Outsmarted Everyone on Tariffs" https://www.apolloacademy.com/is-trump-a-genius/ https://www.apolloacademy.com/is-trump-a-genius/"
X Link 2025-06-27T02:58Z [---] followers, [--] engagements
"Heard on the Street: Fund manager Mark Spitznagel sees stock-market conditions akin to [----] the year Wall Street crashed - euphoric up then a reckoning. This is the play. https://www.wsj.com/finance/stocks/black-swan-manager-sees-huge-rally-then-1929-style-crash-f2d16c9bst=VdykrX https://www.wsj.com/finance/stocks/black-swan-manager-sees-huge-rally-then-1929-style-crash-f2d16c9bst=VdykrX"
X Link 2025-09-22T17:03Z [---] followers, [---] engagements
"Blend is one of the most misunderstood and underestimated assets in fintech A great piece before its time. $BLND https://www.8vc.com/resources/helping-banks-into-the-21st-century-with-dynamic-digital-infrastructure https://www.8vc.com/resources/helping-banks-into-the-21st-century-with-dynamic-digital-infrastructure"
X Link 2024-11-23T23:51Z [---] followers, [----] engagements
"$BLND Blend and Doma Expand Partnership to Bring AI-Powered Instant Title Decisioning to More Lenders https://www.stocktitan.net/news/BLND/blend-and-doma-expand-partnership-to-bring-ai-powered-instant-title-us10wvn9f732.html https://www.stocktitan.net/news/BLND/blend-and-doma-expand-partnership-to-bring-ai-powered-instant-title-us10wvn9f732.html"
X Link 2025-07-17T12:03Z [---] followers, [---] engagements
"From simple automation to embedded intelligence: The future of AI in mortgage lending $BLND https://www.housingwire.com/articles/from-simple-automation-to-embedded-intelligence-the-future-of-ai-in-mortgage-lending/ https://www.housingwire.com/articles/from-simple-automation-to-embedded-intelligence-the-future-of-ai-in-mortgage-lending/"
X Link 2025-10-10T16:22Z [---] followers, [---] engagements
"Blend Labs unveils AI system for lending $BLND https://www.housingwire.com/articles/blend-labs-unveils-ai-system-for-lending/ https://www.housingwire.com/articles/blend-labs-unveils-ai-system-for-lending/"
X Link 2025-10-15T16:29Z [---] followers, [---] engagements
"@MachinaQuanta The amount of liquidity thats being pumped into the system from Fiscal/Monetary policy is unappreciated. Hard to believe but we have not reached degen euphoria yet not even close. When the sell comes it will ripple for generations"
X Link 2025-10-18T03:12Z [---] followers, [--] engagements
"The bond market didn't get the memo about the debasement trade or tariffs : 5-year 5-year forward inflation breakevens are at 2.29% and people are still bearish risk π€·β"
X Link 2025-10-27T11:58Z [---] followers, [--] engagements
"@MarvinTBaumann (earlier today).but sure lets obfuscate the real problem by focusing on Elons tweet. *JPM CEO Jamie Dimon says Europe has a real problem * JPM CEO Jamie Dimon says Europe is very bureaucratic * JPM CEO Jamie Dimon says weak Europe is bad for the US"
X Link 2025-12-07T01:17Z [---] followers, [--] engagements
"@onechancefreedm This is misleading. Margin debt hitting new highs alongside rising stock markets. That's normal. As total market cap grows (Wilshire [----] now $68T) absolute margin debt naturally rises too. The key is normalization: margin debt / market cap"
X Link 2025-12-14T09:51Z [---] followers, [---] engagements
"@NickTimiraos @telisdemos As Cleveland Fed President keeps hunting for inflation her own staffs core CPI Nowcast estimate for December is now at its lowest level since 2021"
X Link 2025-12-21T19:55Z [---] followers, [---] engagements
"And people call it the everything bubble π"
X Link 2025-12-22T00:07Z [---] followers, [--] engagements
"@JanCBS Yes Ratings will skyrocket because the center will at least tune in for real news"
X Link 2026-01-03T20:07Z [---] followers, [--] engagements
"@jason_howerton This is so true. Always something missing within until I had my daughter. Everything else is vacuous and transient"
X Link 2026-01-04T17:40Z [---] followers, [--] engagements
"@levenson_david Beautiful cup and handle too"
X Link 2026-01-07T18:49Z [---] followers, [--] engagements
"@onechancefreedm With all due respect. This is a terrible macro take. This move will narrow the spread between 10yr bonds and mortgage rates which have been at historic levels 250bps after years of QT (Fed has been a selling mbs). 200B will help but its no QE bazooka"
X Link 2026-01-09T12:34Z [---] followers, [---] engagements
"Almost no one is focused on real rates. Understandably people get blinded side by the sell off/bid in crypto and will miss the bid in real assets"
X Link 2026-01-14T21:26Z [---] followers, [--] engagements
"@dieworkwear I think you mean we didnt have a few billion to build a wall but enough for 100x in fraud"
X Link 2026-01-18T13:29Z [---] followers, [--] engagements
"@pitdesi Have been thinking that for the last [--] years as well. "Sharp as a tack" was peak"
X Link 2026-01-25T21:58Z [---] followers, [---] engagements
"@Stocktwits $BLND"
X Link 2026-01-09T01:39Z [---] followers, [---] engagements
"@yieldsearcher Not just CPI. I get the impression NFP numbers are going to overshoot & start coming in negative. Next rotation after BTC & Metals Bonds JPowell said labor market is solid - always wrong. Everyone hates bonds. Talk of hikes now. Massive shorts. Would be the logical pain trade"
X Link 2026-02-01T23:43Z [---] followers, [---] engagements
"Job cuts like this should not surprise anyone at this point. NFP next week. Perhaps now hear me out instead of BTC or metals you buy bonds π€·β"
X Link 2026-02-05T13:12Z [---] followers, [--] engagements
"Equal weighted S&P500 made an ATH Friday. This is not a bearish chart"
X Link 2026-02-07T18:51Z [---] followers, [--] engagements
"Few realize this. Huge disconnect in the markets right now. The signs are all there. Old School: Inflation Expectations starting to breakdown Before the Misguided Fed communication strategy where the continually move the goalposts. The [--] Yr [--] yr Forwards was the gold standard in measuring inflation expectations. Its breaking down as we speak. https://t.co/xUglbCQrh0 Old School: Inflation Expectations starting to breakdown Before the Misguided Fed communication strategy where the continually move the goalposts. The [--] Yr [--] yr Forwards was the gold standard in measuring inflation expectations."
X Link 2025-03-09T05:47Z [---] followers, [----] engagements
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