@gamesblazer06 Avatar @gamesblazer06 PlungeProtectionTeam

PlungeProtectionTeam posts on X about $owl, $jpm, fed, money the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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Social Influence

Social category influence stocks 43.53% finance 31.76% financial services #985 countries 6.47% technology brands 5.29% cryptocurrencies 2.94% currencies 2.35% travel destinations 1.76% social networks 0.59% vc firms 0.59%

Social topic influence $owl #32, $jpm 5.88%, fed 5.88%, money 4.12%, $kkr 3.53%, $kre 2.35%, $apo #60, $bizd 2.35%, balance sheet 2.35%, gdp 2.35%

Top accounts mentioned or mentioned by @markyusko @nicogladia @dividendmaster @santiagoaufund @michaeljburry @secscottbessent @convertbond @stay4goldens @annvandersteel @jessefelder @dimartinobooth @lanceroberts @ghburnscfa @agoninvestments @nwtswaps4cl @gothamresearch @jimfergusonuk @artemisconsort @bnonews @lynaldencontact

Top assets mentioned Blue Owl Capital, Inc. (OWL) JPMorgan Chase (JPM) KKR & Co, Inc. (KKR) Apollo Global Management, Inc. (APO) Synchrony Financial (SYF) BlackRock Inc (BLK) PayPal Holdings Inc (PYPL) UBS Group AG (UBS) Bitcoin (BTC) Basis Cash (BAC) Bank of America (BAC) SPDR S&P [---] ETF Trust (SPY) Deutsche Bank Aktiengesellschaft (DB) Alphabet Inc Class A (GOOGL) Ares Management, Corp. (ARES) GammaSwap (GS) Blue Owl Technology Finance Corp. (OTF) Oracle Corporation (ORCL) Toll Brothers, Inc. (TOL) First Citizens BancShares, Inc. (FCNCA) Prudential Financial Inc (PRU) Kyndryl Holdings, Inc. (KD)

Top Social Posts

Top posts by engagements in the last [--] hours

"@michaeljburry $HYG"
X Link 2026-02-06T17:59Z 34.5K followers, [---] engagements

"Great time to buy IG. MS expects hyperscalers to borrow $400 billion this year. Oracle: $25B done Alphabet: $20B pricing now IG spreads at two-decade tights. Supply is coming. $ORCL $GOOG https://t.co/5zYKo3qtpO MS expects hyperscalers to borrow $400 billion this year. Oracle: $25B done Alphabet: $20B pricing now IG spreads at two-decade tights. Supply is coming. $ORCL $GOOG https://t.co/5zYKo3qtpO"
X Link 2026-02-09T19:40Z 34.5K followers, [----] engagements

"Blackrock AUM is the product of QE QE is a Command & Control Centrally Planned System. Blackrock is one of the Top owners of every stock in the S&P. Consequently able to push Fake Stakeholder WEF Capitalism that works for only the Top 0.001%. BlackRock's Larry Fink has said that global capitalism is eroding public trust as its gains have not been broadly shared and too many people feel left behind. BlackRock's Larry Fink has said that global capitalism is eroding public trust as its gains have not been broadly shared and too many people feel left behind"
X Link 2026-02-11T13:16Z 34.5K followers, [----] engagements

"10 Year not super impressed with BLS headlines"
X Link 2026-02-11T16:15Z 34.5K followers, [----] engagements

"Soif $JPM is in a Bubble Valuation. at +3 Sigma from Mean which is the Gold Standard of Global Banks & got caught off guard w Tricolor. What do u think ur favorite Private Credit BDC or NDFI is like thats been scooping up anything to match a Spread/ALM gap is like"
X Link 2025-10-21T12:18Z 34.2K followers, [----] engagements

"Enjoy it while it lasts @gamesblazer06 Forgot to mention $KRE up 4% @gamesblazer06 Forgot to mention $KRE up 4%"
X Link 2026-01-21T16:56Z 33.8K followers, [----] engagements

"$APO Peaking in Dec [----] is kinda like $TOL Peaking in Sep [----] Back then it was Housing this time the prospective pain is Commercial specifically Private Credit/Alts/Life/AI takes time to germinate though. Just my 2c. Canaries in a Coalmine"
X Link 2026-01-26T17:46Z 34.3K followers, [----] engagements

"$FCNCA stock got crushed -10% on Friday pursuant to their Weak Outlook. NIM was 3.20% & -6bps mainly on asset/loan yields Reported a 10.94% ROTCE that was paltry. Bank Bubble Boyz were all over this Regional at the Highs coz Street Overweight"
X Link 2026-01-27T14:22Z 34.2K followers, [----] engagements

"This Credit CycleImhoThe so called Big & High Quality Managers of Private Credit are going to feel a Ton of Pain.maybe more than smaller ones coz they were forced 2buy everything. This is a Differentiated from the Street & Jamie Dimon for surethat favor PC sophistry. @NicoGladia @gamesblazer06 Great opportunity to buy high quality managers $KKR. @NicoGladia @gamesblazer06 Great opportunity to buy high quality managers $KKR"
X Link 2026-01-27T15:14Z 34.4K followers, [----] engagements

"In my Lev Fin experienceu dont touch any of this BDC stuff w a [--] ft pole till Capital Markets turn off & then u get paid for the RiskThis Time is Different I highly doubt it but always open to differing opinions. BDCs are Rated BBB- Is anything more Misrated $BIZD"
X Link 2026-01-27T15:39Z 34.1K followers, [----] engagements

"Tech Software names are getting torched in Public Credit BDCs are all over this stuff but of course all mark their stuff at Par LOL $BIZD"
X Link 2026-01-28T14:19Z 34.1K followers, [----] engagements

"Live look at BDC Internal Valuation Models. $BIZD $APO"
X Link 2026-01-30T15:00Z 34.4K followers, [----] engagements

"$SYF down 18% from early Jan highs. Pretty interesting"
X Link 2026-01-30T17:58Z 34.4K followers, [---] engagements

"Dow up [--] handles $OWL -1%"
X Link 2026-02-02T17:12Z 34.1K followers, [----] engagements

"$PYPL was is & will be a Total Joke from Day [--] So much for FinTech Disruptors Jamie D. save ur money let the AI/Data Center Bubble Pop & Flush out of the System & then buy for Cents on the Dollar. $PYPL Down -83% from its [----] Tech Bubble High - Boomer Doomer"
X Link 2026-02-03T13:22Z 34.2K followers, [---] engagements

"Wait till the $BIZD Pain spreads to Life Insurance. $OWL"
X Link 2026-02-03T15:08Z 34.2K followers, [---] engagements

"Same for BDCs $PYPL is the prime example that a low P/E ratio doesn't mean sht if the underlying business isn't solid. https://t.co/ceqs1W4L6m $PYPL is the prime example that a low P/E ratio doesn't mean sht if the underlying business isn't solid. https://t.co/ceqs1W4L6m"
X Link 2026-02-03T15:31Z 34.1K followers, [----] engagements

"Heres the problem being long BDCs Before it blows sky high This is how the convo will likely go with investors So you knew they mis-marked their book. Did you analyze their book Oh right they are Private & u dont get underlying Financials. so how do u calculate NAV"
X Link 2026-02-03T15:41Z 34.1K followers, [----] engagements

"Best case BDCs are Super High Market Beta Worse Case (tending there faster than a speeding bullet) its a Negative Alpha Event & way off the Risk/Reward linear line"
X Link 2026-02-03T15:52Z 34.2K followers, [---] engagements

"Smoked again"
X Link 2026-02-03T18:36Z 34.2K followers, [---] engagements

"Still no plan for $UBS post 4Q25 earnings $UBS lays an egg 4Q24 ROTE of 6.6% NII pressure guide New Regulatory Capital Requirements could be another $15-20B+ gonna be really hard to continue to dividend Capital from CS International UBS Americas for Capital return to UBS Group shareholders. Levered 23x TCE. $UBS lays an egg 4Q24 ROTE of 6.6% NII pressure guide New Regulatory Capital Requirements could be another $15-20B+ gonna be really hard to continue to dividend Capital from CS International UBS Americas for Capital return to UBS Group shareholders. Levered 23x TCE"
X Link 2026-02-04T14:21Z 34.1K followers, [----] engagements

"$KKR RSI [--] Of course theres gonna be a Dead Cat bounce like in Nov"
X Link 2026-02-04T15:22Z 34K followers, [---] engagements

"Guaranteed to say everything is awesome. We dont know who needs to hear this- $OWL $KKR and $ARES are reporting tomorrow. We dont know who needs to hear this- $OWL $KKR and $ARES are reporting tomorrow"
X Link 2026-02-04T21:42Z 34.2K followers, [----] engagements

"Maybe Bitcoin is pricing in Dems taking back Congress"
X Link 2026-02-05T22:05Z 34.4K followers, [----] engagements

"When Capital Markets Dry up Realizations get slaughtered. Leverage Rises & Growth plummets as they arent able to raise new equity or debt to maintain their 2.0x Debt/Equity & 150% Asset Coverage Levels BDCs always trade on top of CCCs in Stress"
X Link 2026-02-06T14:53Z 33.9K followers, [---] engagements

"Tax Refunds expected to be strong with the BBB. All Card Cos expect Solid Spring Consumer Spendingbut question is what happens after to the Refund Sugar High thats susceptible to possible Cliff Private Credit Momentum Oversold. So tread carefully shorting this stuff"
X Link 2026-02-06T15:06Z 34.3K followers, [---] engagements

"$KRE tho super rich at $73 imho. Very bifurcated market which is kinda what one expects before the fog lifts & you see some ugly stuff in plain sight. Takes time @gamesblazer06 Regional banks closed up yday too @gamesblazer06 Regional banks closed up yday too"
X Link 2026-02-06T15:17Z 33.9K followers, [----] engagements

"Meanwhile Google Spending 9x trailing D&A on Capex. Shouldnt be an issue. u know coz they are $GOOG Or the market is just jittery over historic overvaluation historic capital expenditures and tiny AI revenue. Or the market is just jittery over historic overvaluation historic capital expenditures and tiny AI revenue"
X Link 2026-02-09T14:00Z 34.2K followers, [----] engagements

"@GothamResearch $KD All good"
X Link 2026-02-09T14:18Z 34.3K followers, [----] engagements

"@michaeljburry Higher Beta HY Credit is expressing itself very negatively with the Spread Lows getting Higher since the beginning of 4Q25 $HYG"
X Link 2026-02-09T14:34Z 34.4K followers, [----] engagements

"Can Claude bring Exit Value back at 20% in [--] years Please say no"
X Link 2026-02-09T19:56Z 34.2K followers, [----] engagements

"Jokes aside making ChatGPT ur credit analyst aint gonna hold up when Stress hits. Works great in a Bull Market tho"
X Link 2026-02-09T20:01Z 34.2K followers, [---] engagements

"LOL $1 Trillion of Fed Balance Sheet Reduction Could Take Two Years: BBG . or infinity since it will never happen $1 Trillion of Fed Balance Sheet Reduction Could Take Two Years: BBG . or infinity since it will never happen"
X Link 2026-02-10T13:18Z 34.4K followers, [----] engagements

"RRP is at Zero & the only game left in town is $908B of TGA thats a temporary shot of liquidity. $JPM Bank level LCR is at 115% Lowest since [----] & the Only thing is current QE which is the Hotel California"
X Link 2026-02-10T13:23Z 34.4K followers, [---] engagements

"10 Year -10bps to be 4.16%. [--] Year now back at 4.30% Still way lower than 4.6-4.8% which was crazy good Value. Still a good Buy here imho. European WEF class throwing a hissy fit & selling the [--] Year is Emotional. not Wise. 60/40 Aint going anywhere in the USA. [--] Year now back at 4.30% Still way lower than 4.6-4.8% which was crazy good Value. Still a good Buy here imho. European WEF class throwing a hissy fit & selling the [--] Year is Emotional. not Wise. 60/40 Aint going anywhere in the USA"
X Link 2026-02-10T13:42Z 34.3K followers, [----] engagements

"Good coz whens it all said & done the Fed is likely gonna own a ton of Private Credit. LOL FED'S HAMMACK: THE FED WANTS TO MAKE THE DISCOUNT WINDOW EASIER TO USE. FED'S HAMMACK: THE FED WANTS TO MAKE THE DISCOUNT WINDOW EASIER TO USE"
X Link 2026-02-10T17:41Z 34.3K followers, [----] engagements

"Harvard - LOL Ouch Tough timing around the $125k peak. Instead of selling in the secondary market they need to just double down on their #PrivateEquity book https://t.co/NZxnpQoWW1 Ouch Tough timing around the $125k peak. Instead of selling in the secondary market they need to just double down on their #PrivateEquity book https://t.co/NZxnpQoWW1"
X Link 2026-02-10T21:13Z 34.5K followers, [----] engagements

"$10B.1B in a $30 Trillion market Nobody should care"
X Link 2026-02-11T13:09Z 34.5K followers, [----] engagements

"Oops. & the JV is with $OWL EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter EY FLAGS METAS DATA-CENTER ACCOUNTING AS HIGH RISK Metas auditor EY raised concerns over a $27 billion data-center deal moved off the companys balance sheet into a joint venture with Blue Owl. While EY approved the treatment it labeled it a critical audit matter"
X Link 2026-02-11T18:05Z 34.5K followers, [----] engagements

"When $APO says this believe em There was an Anchor order that needed 30% of Everything. Athene turned Apollo into a massive originator in the U.S. Now with PIC and Athora the same scale arrives in Europe. Permanent capital + less efficient markets = strategic advantage. $APO https://t.co/ntlqOMaOVa Athene turned Apollo into a massive originator in the U.S. Now with PIC and Athora the same scale arrives in Europe. Permanent capital + less efficient markets = strategic advantage. $APO https://t.co/ntlqOMaOVa"
X Link 2026-01-27T15:16Z 34.5K followers, [----] engagements

"$OWL RSI is 19Huge Bounce Likely.Flippable perhaps - not my gameNot Investable at these prices. Things need to happen to consider Investing imho. 1) Write-downs. 2) Mass BDC Downgrades to Junk & Spread Widening on Defaults. 3) Dividend Cuts on the follow. Blue Owl says their software portfolio is "pristine" and has "largely green flags" Public markets disagree (-24% YTD 52-wk lows). 15% redemptions also disagree. But the marks agree. That's what matters. https://t.co/VN3nCbfoEF Blue Owl says their software portfolio is "pristine" and has "largely green flags" Public markets disagree (-24% YTD"
X Link 2026-02-06T14:43Z 34.5K followers, [----] engagements

"$MOT invested in Iridium A big fat zero. u know for instance cell service for Oil execs in Kazakhstan we were told would be a smashing hit. Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of [----] Motorola was a top [--] market cap and top [--] revenue corporation in America. Never again. The Motorola https://t.co/BuzrpPQj4u Alphabet looking to issue a 100-year bond. Last time this happened was Motorola in [----] which was the last year Motorola was considered a big deal. At the start of"
X Link 2026-02-09T16:12Z 34.5K followers, [----] engagements

"Small Biz Capex Plans continue to do the Downward Dog"
X Link 2026-02-10T19:05Z 34.5K followers, [----] engagements

"The current form of Fake Capitalism is the issue that 99% of America is rejecting. & Blackrock is literally the epicenter of the problem of manipulated Markets that are disconnected from Economic Reality"
X Link 2026-02-11T13:22Z 34.5K followers, [---] engagements

"The Tech Portfolio continues to be the most Pristine amongst all our portfolios. - $OWL CEO Prolly not gonna age well"
X Link 2026-02-06T17:04Z 34.5K followers, [----] engagements

"Sorry but Sentiment is Still at the Highs in the Market $OWL CEO confirms as the Highest Beta sector. Investor Intelligence. 👇"
X Link 2026-02-06T17:18Z 34.5K followers, [----] engagements

"$APO Super Levered to AI growth. *APOLLO NEARS $3B CHIP-FUNDING DEAL TIED TO XAI: INFORMATION *APOLLO NEARS $3B CHIP-FUNDING DEAL TIED TO XAI: INFORMATION"
X Link 2026-02-09T15:13Z 34.5K followers, [----] engagements

"Small Bank C&I loan growth is putrid"
X Link 2026-02-10T19:09Z 34.5K followers, [---] engagements

"Financials getting hit with AI"
X Link 2026-02-10T19:45Z 34.5K followers, [----] engagements

"Live look at the handful of Fixed Income Managers long the [--] Year"
X Link 2026-02-10T20:00Z 34.5K followers, [----] engagements

"Meanwhile SFRZ6 at 96.895"
X Link 2026-02-10T20:07Z 34.5K followers, [---] engagements

"10 Year 4.13% What happened to Dollar Debasement LOL"
X Link 2026-02-11T13:06Z 34.5K followers, [----] engagements

"Socializing Losses & Privatizing Gains Only works for so long"
X Link 2026-02-11T13:22Z 34.5K followers, [---] engagements

"Job growth is still Slowing"
X Link 2026-02-11T13:41Z 34.5K followers, [---] engagements

"RT @JimFergusonUK: THIS ISNT MEDICINE ITS MASS BIOLOGICAL CONTROL A long-acting injection. Every six months. https://x.com/JimFergusonUK/status/2020183224270393604s=20 https://x.com/JimFergusonUK/status/2020183224270393604s=20"
X Link 2026-02-12T06:12Z 34.5K followers, [----] engagements

"10 Year at 4.05%"
X Link 2026-02-14T04:41Z 34.5K followers, [---] engagements

"Flash flood warning issued for New York City New Jersey declares emergency amid heavy rains. https://www.nbcnews.com/weather/floods/flash-flood-warning-issued-new-york-city-new-jersey-declares-emergency-rcna218793 https://www.nbcnews.com/weather/floods/flash-flood-warning-issued-new-york-city-new-jersey-declares-emergency-rcna218793"
X Link 2025-07-15T16:48Z 26.8K followers, [----] engagements

"This week marks [--] Years in the Leveraged Finance business. Truly blessed to have worked with & learned from so many smart people along the way. Wall Street is the best imho"
X Link 2025-07-16T12:03Z 26.8K followers, [---] engagements

"$GS just reported $4.3B in Equity Trading revenues +36%. The absolute number is off the chartsOof Literally ripped everyones face off in April. LOL"
X Link 2025-07-16T12:34Z 26.8K followers, [---] engagements

"$MS Equity Trading $3.7B +23% YoY Banks ❤ Vol"
X Link 2025-07-16T12:43Z 26.8K followers, [---] engagements

"$BAC Asset Quality is gilt edged Consumer Credit Costs Lower -8bps driven by Credit Cards. Card DQs & Losses all Down QoQ & YoY Trading Solid: FICC +16% YoY Equities +10% YoY The Consumer is in Great Shape despite Tariff Noise"
X Link 2025-07-16T13:02Z 26.8K followers, [----] engagements

"Ergo The Consumer is in Great Shape. "Existing American homeowners have amassed more housing wealth and delinquencies remain quite low; owners are in a healthy situation." - Dr. Yun #NARForecastSummit https://t.co/6rfRl5UfEt "Existing American homeowners have amassed more housing wealth and delinquencies remain quite low; owners are in a healthy situation." - Dr. Yun #NARForecastSummit https://t.co/6rfRl5UfEt"
X Link 2025-07-16T18:13Z 26.8K followers, [----] engagements

"Still waiting Tariffs sticking so far No Recession. This is the problem with absolutes & prognostications. The U.S. will 'absolutely' have a recession in [----] if high tariffs stay Apollo's Slok says https://t.co/yuX3ytwCJq The U.S. will 'absolutely' have a recession in [----] if high tariffs stay Apollo's Slok says https://t.co/yuX3ytwCJq"
X Link 2025-07-17T12:26Z 26.8K followers, [----] engagements

"Banks make way more money on the Front End of the Curve on Floating Rate Loans. Banks are Asset Sensitive $BAC as an example will lose $2B on a -100bps move down in Fed Funds/IORB & Long Rates Unch. (Bull Steepener) @gamesblazer06 Doesnt it depend more on would curve steepness An immediate cut to 1% if long end stayed elevated would make bank earnings explode higher. @gamesblazer06 Doesnt it depend more on would curve steepness An immediate cut to 1% if long end stayed elevated would make bank earnings explode higher"
X Link 2025-07-17T13:56Z 26.8K followers, [----] engagements

"10 Year -2bps to 4.43%"
X Link 2025-07-17T14:16Z 26.8K followers, [----] engagements

"The solution isnt to artificially drop rates to 1% so that prices can get jacked up even higher. Let prices come down & fit into a Normal rate environment - that we are in today. (Maybe we need [--] cuts coz inflation ramping down) Best Cure 4Higher Prices is Higher Prices"
X Link 2025-07-17T14:25Z 26.8K followers, [---] engagements

"Bessent was really left a complete Fiscal Mess & Rampant Inflation. Its gonna take time to fix & reorder priorities that dont just benefit the Top 0.001%. Bessent so far doing all the right things"
X Link 2025-07-18T19:47Z 26.8K followers, [----] engagements

"Hes not saying end Fed Just that its mission creep has 2b examined & reformed so that they r accountable to the public. They Bankrupted $1/2 Trillion of US Bank Assets in daysdue to QT & Rapid Hikes concurrently with NO Regulatory Stabilizers to Buffer liquidity shocks. .@SecScottBessent: "What we need to do is examine the entire Federal Reserve institution and whether they have been successful. All of these Ph.D.s over there I don't know what they do. This is like Universal Basic Income for academic economists." https://t.co/ITzSwQKpjS .@SecScottBessent: "What we need to do is examine the"
X Link 2025-07-21T13:56Z 26.8K followers, [----] engagements

"Hedge Funds best Contras - Always. Hedge Fund Liquidations. Post Levering up the Trump Trade. The Great Unwind took the VIX to a +5 Sigma Right Tail https://t.co/pSXMHx5H7x Hedge Fund Liquidations. Post Levering up the Trump Trade. The Great Unwind took the VIX to a +5 Sigma Right Tail https://t.co/pSXMHx5H7x"
X Link 2025-07-21T17:27Z 26.8K followers, [----] engagements

"When you start hearing my smart buddies at XYZ hedge funds love Regionals time to get out"
X Link 2025-07-21T17:30Z 26.8K followers, [---] engagements

"Bank of America Says Resilient Consumers Help Boost Revenue - https://www.pymnts.com/news/banking/2025/bank-of-america-says-resilient-consumers-help-boost-revenue/ https://www.pymnts.com/news/banking/2025/bank-of-america-says-resilient-consumers-help-boost-revenue/"
X Link 2025-07-21T18:18Z 26.8K followers, [----] engagements

"Retail Sentiment right around historical averages despite a massive rally"
X Link 2025-07-21T18:28Z 26.8K followers, [----] engagements

"The problem with Max Income/Min Effort frontier fallacy is that it assumes that the Expertise you talk about doesnt continuously atrophy &/or get competed away. it does. which is why theres no getting around hard work in perpetuity in order to be a Winner in Life. @ArtemisConsort At the start of your career you'll need to sacrifice your free time and invest as much money as possible to build financial freedom. The catch is this imo: reaching that balance (max income/min effort) requires expertise that only comes from putting in long hours early on. @ArtemisConsort At the start of your career"
X Link 2025-07-21T20:31Z 26.8K followers, [----] engagements

"After Covid nobody should ever trust anything like a CBDC. I dont trust Bitcoin &Crypto either. Ive said it here from Day [--]. Crypto has Zero to do with Freedom will all be Centralized & Controlled by the Government & enabled due to Speculative Greed. 🚨 CONGRESS PUSHING CASHLESS SOCIETY & END OF FINANCIAL FREEDOM In [----] we left the gold standard. Today the groundwork is being laid for a cashless society controlled by digital currency. You wont control your money. The government will. This would end freedom altogether. https://t.co/7cSb8xXGwO 🚨 CONGRESS PUSHING CASHLESS SOCIETY & END OF"
X Link 2025-07-22T03:07Z 26.8K followers, [----] engagements

"That would definitely not be good. lol *CAPITAL ONE 2Q TOTAL DEPOSITS $27.88B EST. $447.62B that's a typo right *CAPITAL ONE 2Q TOTAL DEPOSITS $27.88B EST. $447.62B that's a typo right"
X Link 2025-07-22T20:17Z 26.8K followers, [----] engagements

"More like $468B"
X Link 2025-07-22T20:17Z 26.8K followers, [---] engagements

"$COF strong quarter with way lower Card DQs bodes well for 2H25 Credit Losses"
X Link 2025-07-22T20:23Z 26.8K followers, [----] engagements

"Bank of America Increases Common Stock Dividend 8% to $0.28 Per Share Authorizes $40 Billion Stock Repurchase Program 👀 $BAC https://www.prnewswire.com/news-releases/bank-of-america-increases-common-stock-dividend-8-to-0-28-per-share-authorizes-40-billion-stock-repurchase-program-302512292.html https://www.prnewswire.com/news-releases/bank-of-america-increases-common-stock-dividend-8-to-0-28-per-share-authorizes-40-billion-stock-repurchase-program-302512292.html"
X Link 2025-07-24T14:24Z 26.8K followers, [---] engagements

"@BNONews American Airlines is probably the worst run airline in America. Always late always Issues. Always Avoid it"
X Link 2025-07-27T02:30Z 26.8K followers, [---] engagements

"Banks have been buying Treasuries for their own account they knew Basel III End Game was Dead SLR Fixed now with Bowman. Yes we all know SLR doesnt bind yet but no GSIB will buy anything knowing in Recession or Vol when QE shows up big dawgs get locked up with SLR"
X Link 2025-07-28T20:08Z 26.8K followers, [----] engagements

"In addition to SLR Bowman is talking GSIB Score Relief. & gets the Holistic Approach to solving Treasury & Agency issue I wouldnt bet against Bessent/Bowman on this one"
X Link 2025-07-28T20:09Z 26.8K followers, [----] engagements

"IMF Says Global Economy Weakening Vulnerable to Trade Shock. - Bloomberg News 9AM (ALL CAPS) IMF Upgrades Outlook for Global Economy citing less than expected damage from Trump Trade War. - Bloomberg News 9:03AM Which is the right headline LOL"
X Link 2025-07-29T13:11Z 26.8K followers, [----] engagements

"@LynAldenContact Agreed 💯 & Total Consumer Debt (Including Cards Auto Student & Revolving) is $5 Trillion & as a share of the GDP thats plunged to levels that havent been seen in the last 2+ Decades The Consumer is in Great Shape"
X Link 2025-07-29T19:34Z 26.8K followers, [----] engagements

"$V 2Q25 Beat US Spending Volume +6.8% YoY. Accelerating from +6.0% YoY in 1Q25"
X Link 2025-07-29T20:16Z 26.8K followers, [----] engagements

"Consumer Spending remains Resilient with continued Strength in Discretionary & Non-Discretionary growth in the US. - $V CEO Ryan McInerney $V 2Q25 Beat US Spending Volume +6.8% YoY. Accelerating from +6.0% YoY in 1Q25 https://t.co/y35kRk6Ocl $V 2Q25 Beat US Spending Volume +6.8% YoY. Accelerating from +6.0% YoY in 1Q25 https://t.co/y35kRk6Ocl"
X Link 2025-07-29T20:21Z 26.8K followers, [----] engagements

"https://x.com/gamesblazer06/status/1950290512138621115 Consumer Spending remains Resilient with continued Strength in Discretionary & Non-Discretionary growth in the US. - $V CEO Ryan McInerney https://x.com/gamesblazer06/status/1950290512138621115 Consumer Spending remains Resilient with continued Strength in Discretionary & Non-Discretionary growth in the US. - $V CEO Ryan McInerney"
X Link 2025-07-29T20:24Z 26.8K followers, [----] engagements

"But wait theres more post quarter. Healthy business drivers continued into the first few weeks of the current quarter. - $V CEO"
X Link 2025-07-29T20:27Z 26.8K followers, [---] engagements

"I almost Guarantee the author of that Bank of America report Never Worked on Wall Street in the 90s. Its not even remotely close. Bank of America just dropped a massive warning: we're in a bubble bigger than the dot-com crash. 38% of the S&P [---] is concentrated in just [--] companies. PE ratios hit 27x vs 25x in [----]. Here's the full picture & how you can take advantage of this upcoming rally: Bank of America just dropped a massive warning: we're in a bubble bigger than the dot-com crash. 38% of the S&P [---] is concentrated in just [--] companies. PE ratios hit 27x vs 25x in [----]. Here's the full"
X Link 2025-07-30T21:42Z 26.7K followers, [----] engagements

"Forget about Tech. Bank stocks were trading at 7x TBV in many cases including $JPM & $USB Yes You heard that right"
X Link 2025-07-30T21:45Z 26.7K followers, [---] engagements

"$MA Beat Mastercard Ripping on Accelerating Consumer Spending in July +8% YoY"
X Link 2025-07-31T14:20Z 26.8K followers, [---] engagements

"Todays jobs report at +73k a clunker. It happens Good news is [--] Year 4.23% 60/40 Works"
X Link 2025-08-01T14:22Z 26.8K followers, [---] engagements

"Makes total sense. Theres absolutely no room for Political Persecution in America. Kinda crazy that the big banks debanked a U.S. president. Now I see why Trump likes crypto so much. https://t.co/JhK4fzQCLF Kinda crazy that the big banks debanked a U.S. president. Now I see why Trump likes crypto so much. https://t.co/JhK4fzQCLF"
X Link 2025-08-06T02:00Z 26.8K followers, [----] engagements

"When you know $JPM aint taking the other side to stuff all these hedge funds have been printing money just trashing the [--] Year purely on dumb Over Regulation"
X Link 2025-08-13T13:52Z 26.7K followers, [---] engagements

"All other components of PPI that feed into the PCE Price Index were benign Interestingly the only thing that inflected was Air Travel on a MoM basisin line with American Airlines guidance that said July was a low point The Airline YoY Comps should improve in 2H25"
X Link 2025-08-14T13:51Z 26.8K followers, [----] engagements

"Top 10% of Americans held 93% of the US stock market. Bottom 50% own only 1% of stocks. - Federal Reserve So AUM going up in PCE is meaningless for the psychology & pocket book of the average dude"
X Link 2025-08-14T14:07Z 26.8K followers, [----] engagements

"@Artemisfornow Wait till the Crypto bros figure out Blackrock is gonna control their supposedly free market currency"
X Link 2025-08-17T16:29Z 26.7K followers, [---] engagements

"Orsted stock was at DKK [----] back at Wind Energy Bubble Peak Now 180/share Orsted Offshore Free Cash Flow: DKK 2024: (8.8B) 2023: (5.9B) 2022: 4B 2021: (2.7B) 2020: (9.7B) 2019: (2.8B) 2018: 11.3B 2017: 4.6B 2016: (1.2B) 2015: (5.5B) Negative FCF [--] out of last [--] yrs"
X Link 2025-08-25T12:50Z 26.7K followers, [----] engagements

"Trump channels hatred for Wind Farms into strike against Orsted. - Bloomberg News National Enquirer type headline. Or if you are an Analyst that appreciates Credit You will find that they have Burned Negative Free Cash Flow for [--] out of Last [--] Yrs in Offshore Wind"
X Link 2025-08-26T13:33Z 26.7K followers, [---] engagements

"Bank Equity Capital continues to Rip Higher"
X Link 2025-08-27T13:58Z 26.6K followers, [----] engagements

"But what happens to Beyond Meat then A new study from McMaster University says eating meat will not lead to a higher risk of death. It may even offer protective benefits against cancer-related death. These conclusions run contrary to advice provided by the Canadian Cancer Society and in several other studies noted https://t.co/zLuvsGeqNl A new study from McMaster University says eating meat will not lead to a higher risk of death. It may even offer protective benefits against cancer-related death. These conclusions run contrary to advice provided by the Canadian Cancer Society and in several"
X Link 2025-09-02T14:06Z 26.7K followers, [----] engagements

"Hes the GOAT. but that aint gonna over well in New York City. Novak Djokovic on the crowd: Theyre doing me a favor. The more they cheer against me the better it is for me. They wake something in me that they dont want to see - a winner. They never learn. https://t.co/I5XfRyYSH0 Novak Djokovic on the crowd: Theyre doing me a favor. The more they cheer against me the better it is for me. They wake something in me that they dont want to see - a winner. They never learn. https://t.co/I5XfRyYSH0"
X Link 2025-09-03T02:42Z 26.7K followers, [---] engagements

"My Government Budget Deficit twitter feed got really quiet all of a sudden. LOL"
X Link 2025-09-05T12:39Z 26.7K followers, [---] engagements

"But now theres not enough money to go around. What does this mean LOL The Fed can print as much as it wants. Too much fear mongering about the system collapsing. For the first time the Feds lack of independence is more transparent with this administration. When I look at the US and global debt burdens and how countries are likely to respond I worry about the possibility of creating a stagflationary environment. Our financial system is dependent on the idea that you can take a debt asset and convert it into money. But now theres https://t.co/Bx24y1chss When I look at the US and global debt"
X Link 2025-09-08T16:43Z 26.7K followers, [----] engagements

"As a citizen I would rather see & know what used to go on behind closed doors & privy to only a few. The Fed needs to be accountable. but that doesnt mean it isnt one of the most powerful forces in global money. That will not change. LOL"
X Link 2025-09-08T16:47Z 26.7K followers, [---] engagements

"We will get some GSIB Score Relief. - David Solomon $GS CEO Thats his expectation. Whoa👀"
X Link 2025-09-08T20:42Z 26.7K followers, [----] engagements

"Many Banks at Barclays Financial Conf this week have confirmed Capex spending growth + attribution to the One Big Beautiful Bill. See transcripts on individual websites as well. Counselor to @SecScottBessent @Lavorgnanomics: If you look at capital spending it grew over 15% in the first half of the year. we saw good growth in industrial equipment transportation and that was the result of the fact that the One Big Beautiful bill was written to make https://t.co/eX7ZsbnqQD Counselor to @SecScottBessent @Lavorgnanomics: If you look at capital spending it grew over 15% in the first half of the"
X Link 2025-09-12T15:26Z 26.7K followers, [----] engagements

"E.g. So not only do we have a tax bill theres actually some interesting things that our clients are very focused on some favorable depreciation features that are causing clients to really think about Accelerating Capital Investment Co-CEO Commercial Investment Bank $JPM"
X Link 2025-09-12T15:31Z 26.7K followers, [---] engagements

"If the Fed drops the Rate on Central Bank Reverse Repo theres a good chance $350B of Liquidity will pad Bank Cash balance we are getting $3T if they dont & Foreign CBs dont move cash from the Fed Then Vol Likely Again. Below a [--] handle on Bank Cash isnt great"
X Link 2025-09-12T17:34Z 26.7K followers, [----] engagements

"Balance back to $350B. @Convertbond Unlike Fed Repo.when Fed reduces RRP w foreign CBs by dropping rates that were sky high they actually create not just reserves (cash) but increase deposits (like Bill Purchases).this helps not just Dealers Sponsor in Cash to needy over levered counterparties.but OpCo Banks. @Convertbond Unlike Fed Repo.when Fed reduces RRP w foreign CBs by dropping rates that were sky high they actually create not just reserves (cash) but increase deposits (like Bill Purchases).this helps not just Dealers Sponsor in Cash to needy over levered counterparties.but OpCo Banks"
X Link 2025-09-12T17:42Z 26.6K followers, [----] engagements

"C&I Loan Growth is Ripping"
X Link 2025-09-12T20:07Z 26.7K followers, 12.7K engagements

"💯 August Control Group +5.9% YoY Accelerating higher. And big beat just as expected: Retail Sales 0.6% Exp. 0.2% Retail Sales ex autos 0.7% Exp. 0.4% Retail Sales Control Group 0.7% Exp. 0.4% And big beat just as expected: Retail Sales 0.6% Exp. 0.2% Retail Sales ex autos 0.7% Exp. 0.4% Retail Sales Control Group 0.7% Exp. 0.4%"
X Link 2025-09-16T13:24Z 26.7K followers, [----] engagements

"We dont see any signs of Stress in the US Card Portfolio & actually YoY DQs are moving lower - more in the Lower End Book. US Consumers are spending rationally. Barclays CEO: Venkat The Golden Age. - Donald J Trump"
X Link 2025-09-16T18:34Z 26.7K followers, [---] engagements

"15%+ CET1 Capital for $JPM Cmon thats just so ridiculous to have Risk Based & Non Risk Based GSIB Scores jacking up the RWA stack to force this amount of stranded Capital. Release it & let the USS Ronald Reagan power the US Economy"
X Link 2025-09-16T19:02Z 26.7K followers, [----] engagements

"$KRE +3% 🚀 $KRE Imho Super Cheap at $38 KBW Regional Bank Index Price/Tangible Book Value at 0.88x or at [--] [--] Lows. Irrationally Oversold. $KRE Imho Super Cheap at $38 KBW Regional Bank Index Price/Tangible Book Value at 0.88x or at [--] [--] Lows. Irrationally Oversold"
X Link 2025-09-17T18:19Z 26.6K followers, [----] engagements

"1) Regionals have become more Asset Neutral & have been buying Rate Receivers against SOFR loans in the last year or so. synthetically Fixing big portion of Asset Yields. + Deposit Betas w Rate Cuts = Lower Funding Costs - Higher NIMs"
X Link 2025-09-17T18:28Z 26.7K followers, [---] engagements

"2) Secs Running Off & Reinvested at Higher Yields than ZIRP era 1-2% yields. as Tsy. Curve Bull Steepens. & [--] Yr at 4.0% 3) CRE/Office incrementally benefit w Lower Rates from Credit perspective. 4) Residential Mortgage Production up all else equal. 5) Market Liquidity Up"
X Link 2025-09-17T18:31Z 26.6K followers, [----] engagements

"AFS Unrealized Losses are a thing of the past not threatening & provides Capital Buffer against an eventual traditional recession where long yields decline + CECL Reserves are structurally stronger in a recessionary tail event"
X Link 2025-09-17T18:35Z 26.6K followers, [---] engagements

"Paying IORB on Reserves has killed the Deposit Multiplier since [----]. Reserves have grown exponentially at the same time thats a new wrinkle that may at least buffer some of the pain of hikes. @gamesblazer06 Yep. At least since [----] a rapid decrease in FFR precludes a recession without fail. https://t.co/W0RxgL7O9m @gamesblazer06 Yep. At least since [----] a rapid decrease in FFR precludes a recession without fail. https://t.co/W0RxgL7O9m"
X Link 2025-09-17T18:48Z 26.7K followers, [----] engagements

"Stated a bit differently the Fed Funds Market is a shell of its former self & Basel III & LCR adjudicate over-funded bank balance sheet liquidity. The fractional banking system has been dead since 2008"
X Link 2025-09-17T18:50Z 26.7K followers, [---] engagements

"Sad to see the WSJ turn into the National Enquirer"
X Link 2025-09-20T10:40Z 26.7K followers, [----] engagements

"Social Credit Scores & Carbon Allowances. LOL This is purely for the Ultra Wealthy If you can afford a huge Travel Tariff then go anywhere. For all other Serfs. Stay at Home to you know save the planet from Fake Climate Change. The European Central Bank plans on launching its CBDCthe digital euroin October of this year. ECB head Christine Lagarde: "It is piloted on a fairly large scale in China where it is of use and of service to all citizens." "So it is not something that is good for the elite https://t.co/wjIsWAC7qu The European Central Bank plans on launching its CBDCthe digital euroin"
X Link 2025-09-22T14:06Z 26.6K followers, [----] engagements

"Climate Change is the greatest CON job perpetrated on the world. He nails it once again. 🎯 The whole bullshit narrative is being torn down by the most powerful man on earth. Future generations will see Trump as the greatest president of the modern era. https://t.co/7ggb85tVzn The whole bullshit narrative is being torn down by the most powerful man on earth. Future generations will see Trump as the greatest president of the modern era. https://t.co/7ggb85tVzn"
X Link 2025-09-24T02:25Z 26.7K followers, [----] engagements

"Yup. Real personal spending rose by 0.4% in August. After yesterdays upward revision to 2Q GDP personal consumption it looks like the consumer remains resilient. https://t.co/oWO2QBnbfF Real personal spending rose by 0.4% in August. After yesterdays upward revision to 2Q GDP personal consumption it looks like the consumer remains resilient. https://t.co/oWO2QBnbfF"
X Link 2025-09-26T12:49Z 26.7K followers, [----] engagements

"$KRE at $64 Not a bad time to ring the register imho. Margin for Error slimming down. $KRE is now at $48 pre market. Now looks Severely Oversold. Imho not a bad time to buy some at cheaper Valuations as the Margin for Error has improved significantly & quickly. KRX Index now trading at 1.35x TBV & on sale down 25% off recent January [--] levels. $KRE is now at $48 pre market. Now looks Severely Oversold. Imho not a bad time to buy some at cheaper Valuations as the Margin for Error has improved significantly & quickly. KRX Index now trading at 1.35x TBV & on sale down 25% off recent January 25"
X Link 2025-09-30T13:42Z 26.6K followers, [----] engagements

"Beyond Meat Stock Plunges On Major Restructuring (NASDAQ:BYND) Seeking Alpha So Fake Meat doesnt sell LOL https://seekingalpha.com/article/4826640-beyond-meat-stock-plunges-on-major-restructuring https://seekingalpha.com/article/4826640-beyond-meat-stock-plunges-on-major-restructuring"
X Link 2025-09-30T21:57Z 26.6K followers, [----] engagements

"$JPM trading at a +3 Sigma Right Tail on Post GFC Price/TBV. Trading at 3.1x"
X Link 2025-10-01T15:30Z 26.6K followers, [----] engagements

"Rates are going Down QT is gonna end imho. #HotelCalifornia Its gonna be California 🌴 You can check out anytime you like but you can never leave Lets go LA 💪 https://t.co/e57FdNA9PI Its gonna be California 🌴 You can check out anytime you like but you can never leave Lets go LA 💪 https://t.co/e57FdNA9PI"
X Link 2025-10-06T09:22Z 26.6K followers, [----] engagements

"& its gone at $82. $CMA $CMA really was in play $CMA really was in play"
X Link 2025-10-06T13:31Z 26.6K followers, [----] engagements

"Stuff usually blows off at Peak M&A $JPM"
X Link 2025-10-06T13:34Z 26.6K followers, [---] engagements

"What could possibly go wrong There are signs & then there are signs. Apollo Northwestern Mutual Pantera Capital and Stillmark are joining Bain Capital and crypto investor Haun Ventures to back the Bitcoin life insurance firm Meanwhile in a $82 million funding round https://t.co/qCi9pbuh2B Apollo Northwestern Mutual Pantera Capital and Stillmark are joining Bain Capital and crypto investor Haun Ventures to back the Bitcoin life insurance firm Meanwhile in a $82 million funding round https://t.co/qCi9pbuh2B"
X Link 2025-10-07T13:57Z 26.6K followers, [----] engagements

"$JPM not participating in todays festivities. #Interesting"
X Link 2025-10-08T16:11Z 26.6K followers, [---] engagements

"Millions of people died during Covid. We still dont know much about where it exactly it came from who was funding it & why nobody has been held accountable. Surreal. Chinese Health Officials are mass testing people for Chikungunya. If you test positive youre sent to a quarantine camp and pay for it. These are Chinese quarantine camps. I was locked up in this camp for [--] days and forced to get vaccinatedhttps://t.co/jAgLwQZBPC Surreal. Chinese Health Officials are mass testing people for Chikungunya. If you test positive youre sent to a quarantine camp and pay for it. These are Chinese"
X Link 2025-10-13T03:09Z 26.6K followers, [----] engagements

"@stay4goldens @annvandersteel Its been [--] months of Grey Silver Iodide Skies till the Government Shutdown. Dont pay em & you get Blue Skies"
X Link 2025-10-13T20:58Z 26.6K followers, [--] engagements

"$JPM shouldnt be in the business of becoming States Banker. Sounds really Communist Command & Control Tech gave it away BREAKING: JPMorganChase will invest $1.5 TRILLION into [--] "critical industries" in America. Here's the list: Advanced Bulk Materials Advanced Manufacturing Artificial Intelligence Autonomous Mobile Robots Battery Storage Command & Control Tech Critical https://t.co/LKadbZnRnw BREAKING: JPMorganChase will invest $1.5 TRILLION into [--] "critical industries" in America. Here's the list: Advanced Bulk Materials Advanced Manufacturing Artificial Intelligence Autonomous Mobile"
X Link 2025-10-13T21:07Z 26.6K followers, [----] engagements

"@stay4goldens @annvandersteel Once the Government Shutdown ends - its gonna rain every say. LOL"
X Link 2025-10-13T21:45Z 26.6K followers, [--] engagements

"Showing in 3Q25 $WFC results. The System is starting to rent its Balance Sheet. Theres $140B of XS Capital thats gonna be released over time. & more importantly $WFC Asset Cap lift provides +$810B of incremental Sheet & another $6Trillion (+another $1.3T for Wells) of Sheet 4all Banks if HoldCo eSLR is recalibrated to 3% + 50% * Method [--] GSIB Surcharge. Theres $140B of XS Capital thats gonna be released over time. & more importantly $WFC Asset Cap lift provides +$810B of incremental Sheet & another $6Trillion (+another $1.3T for Wells) of Sheet 4all Banks if HoldCo eSLR is recalibrated to 3%"
X Link 2025-10-14T13:13Z 26.6K followers, [----] engagements

"Also getting to its 1.0x TBV Pathetic that even at these extreme market levels $C still cant generate a return higher than its cost of equity. $c beating on top line across the board is probably the biggest equity market top signal I can think of $c beating on top line across the board is probably the biggest equity market top signal I can think of"
X Link 2025-10-14T15:05Z 26.6K followers, [----] engagements

"Another good day with Blue Skies in Florida. Government Shutdown means Contractors arent getting paid to spray Silver Iodide into the Clouds for Cloud Seeding"
X Link 2025-10-14T20:47Z 26.6K followers, [----] engagements

"Global housing bubble vulnerable with higher [--] yr real rates. https://x.com/sunchartist/status/823350434135965697 Mumbai unsold property inventory https://t.co/YqoP6leslD https://x.com/sunchartist/status/823350434135965697 Mumbai unsold property inventory https://t.co/YqoP6leslD"
X Link 2017-01-23T02:13Z 27.1K followers, [--] engagements

""Most hated Bull Market"🤔 @Peter_Atwater @jessefelder @DividendMaster @DiMartinoBooth @hmeisler @NorthmanTrader"
X Link 2017-07-06T12:42Z 27.1K followers, [--] engagements

"$COF [--] handle on NCOs already at +233k Job Claims blown thru 4Q07 level of 4.31% when Claims were +360k.@MarkYusko"
X Link 2017-07-21T23:25Z 27.1K followers, [--] engagements

"Need a magnifying glass to spot Real GDP growth - only +2.25% YoY. PCE & prices Decelerating. @MarkYusko @Convertbond @jessefelder $TLT"
X Link 2017-10-27T14:30Z 27.1K followers, [--] engagements

"Credit Card Net Charge Offs already been pulled forward from the last [--] Fed Rate Hikes.Collateral Damage done while most still asleep. $COF"
X Link 2017-10-31T20:20Z 27.1K followers, [--] engagements

""Most Hated Bull Market" -- LOL This never gets old. Investor Intelligence. $SPY $DIA"
X Link 2017-11-14T14:42Z 27K followers, [--] engagements

"Whole lotta Bull.Giddy Up $SPY $HYG $TLT"
X Link 2017-11-21T16:43Z 27K followers, [--] engagements

"$DB issuing T2 15NC10 +280. Levered - 32x tang. equity. #AltitudeCheck. @DividendMaster @MarkYusko @LanceRoberts @GHBurnsCFA @GreekFire23"
X Link 2017-11-28T14:00Z 27.1K followers, [--] engagements

"Tight eSLRs Supplementary Leverage Ratio constraints + Fed stepping away.3M Eur$ XCcy needs [--] get [--] [---] to -100bps [--] US $XLFs to even care"
X Link 2017-12-19T05:22Z 26.8K followers, [--] engagements

"$SYF Credit Card charge offs continue [--] rise on normalization & not seasoning. [---] FICOs purchase volume -13% vs. [---] +10%. #Subprime"
X Link 2018-01-19T17:49Z 27K followers, [--] engagements

"@SantiagoAuFund Treasury cash deposits piling up at the Fed Non Fed Govt. Funds buying Issuance Draining Reserves (Bank Assets) & Deposits (Bank Liabilities) to fund. Market Risk Unwinding. 2H18 $100b pace Fed B/S Unwind cc @GHBurnsCFA #Deleveraging"
X Link 2018-02-11T15:03Z 27.1K followers, [--] engagements

"Contextualizing Core CPI YoY. since the Elections & the last [--] years. Bigger story is the weakness in the Consumer & Retail Sales imho. (70% of GDP) @LanceRoberts $TLT"
X Link 2018-02-14T14:40Z 27.1K followers, [--] engagements

"So HNA partially funded with Chinese Off B/S WMP products that r repod gets margin loan from $UBS [--] invest in $DB equity levered 31x tangible equity + 42trillion in gross notional derivatives. Should be ok Turbo nitrous leverage on steroids. $EUFN $XLF https://www.bloomberg.com/news/articles/2018-02-15/hna-extends-hedge-on-deutsche-bank-investment-after-stock-drop https://www.bloomberg.com/news/articles/2018-02-15/hna-extends-hedge-on-deutsche-bank-investment-after-stock-drop"
X Link 2018-02-16T13:40Z 27.1K followers, [--] engagements

"Aggressively tightening into an output gap slammed shut & a massive equity bubble is going to be fun off ZIRP. Usually deflation follows asset busts. $SPY $TLT"
X Link 2018-02-21T20:15Z 27.1K followers, [--] engagements

"@gubbmintcheese @AlderLaneeggs Agreed.Housing bubbles all over Sydney Vancouver San Fran Stockholm London Beijing Hong Kong Mumbai etc etc Here in the US we arent shabby either. Fed is so boxed in. $ITB @LanceRobert @MarkYusko @DividendMaster @DiMartinoBooth"
X Link 2018-03-03T22:20Z 27.1K followers, [--] engagements

"@SantiagoAuFund Yes picking up a bit because M2 is declining not sure about assuming GDP is picking up.still 2%. Its a beta coefficient in GDP = V*M + Std Error. Key is M.decelerating hard+Reserves permanently extinguished in 2H18 with larger Fed Unwind. #Deleveraging #Deflationary. $TLT"
X Link 2018-03-10T15:42Z 26.8K followers, [--] engagements

"@SantiagoAuFund @zerohedge @HenrikZeberg Evergreen. $107billion used in [----]. In Dec [----]. when 3M Euro$ CCy Basis Spreads gapped out to -100bps they stepped in again & lent $12b to the ECB. Meanwhile GSIB Reserve frackers were off the desk"
X Link 2018-03-13T02:23Z 26.8K followers, [--] engagements

"$DB saved in Sep [--] for [--] main reasons imho: 1) Fed put excess reserves on steroids 2) DOJ RMBS Settlement - Non Cash Component 3) EBA AT1 Coupons MDAs split between Guidance & Required. 4) ECB Printing Press. Those levers are yesterdays news"
X Link 2018-05-24T13:21Z 27.1K followers, [--] engagements

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