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@yieldsearcher Avatar @yieldsearcher Mr. VIX

Mr. VIX posts on X about inflation, china, deflation, japan the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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Social Influence

Social category influence finance #5147 countries XXXX% stocks XXXX% cryptocurrencies XXXX% currencies XXXX% fashion brands XXXX% social networks XXXX% technology brands XXXX%

Social topic influence inflation #456, china #3625, deflation #9, japan 2.54%, silver 1.69%, export #452, money 1.69%, level 1.69%, environment #1099, vix #23

Top accounts mentioned or mentioned by @wahlstromgrant @gordianknotfinx @locustfunds @dannydayan5 @thefoolishpig @tdarling1 @jpanaro3105 @xcvnrg @sesamesoymilk @lordpos3idon @pahueg @planetbrady @tradfidiguy @erineducational @riskcap25 @rentyourstocks @zhenzhenyuyu @grok @jz281c @tgmacro

Top assets mentioned Oracle Corporation (ORCL) Strategy (MSTR) Gapcoin (GAP-1) Bitcoin (BTC) Morgan Stanley (MS) Home Depot, Inc. (HD) CoreWeave, Inc. (CRWV) Kimberly Clark Corp (KMB)

Top Social Posts

Top posts by engagements in the last XX hours

"A silver squeeze on the last day of the month usually means that someone wants to badly cover their shorts before being on the hook for physical delivery next month"
X Link 2025-11-28T16:48Z 18.5K followers, 20.7K engagements

"I see no lies here. 😂 Love East Asia"
X Link 2025-11-29T14:44Z 18.5K followers, 5091 engagements

"Watch US 2Y (+4bp). If the market takes a view that this situation in Japan materially impacts 2026 Fed cut trajectory (April cut is now a coin toss) when the US economy is at a risk of a material slowdown"
X Link 2025-12-01T15:40Z 18.5K followers, 11.8K engagements

"Debt and prefs ($$14b) need to be added to the market cap"
X Link 2025-12-01T18:31Z 18.5K followers, 7424 engagements

"The most important undercurrent since last wk is the rates and DXY selloff. Pace is still orderly (no panic) but definitely something that makes you stop and think (esp with gold and silver taking off again). And no it is not just Hassett since 2Y is selling off too"
X Link 2025-12-05T14:11Z 18.5K followers, 7032 engagements

"$GAP +4% Comps breakout tells you the entire story: - Gap: +7% vs +4% cons - Old Navy: +6% vs X% cons - Banana Republic: +4% vs X% cons - Athleta: -XX% vs -X% cons Value brands winning"
X Link 2025-11-20T21:49Z 18.5K followers, 2472 engagements

"Japans Export to US % YoY - Jul: -XX% - Aug: -XX% - Sep: -XX% - Oct: -X% Marked improvement in trade balance. Two major factors are driving this trend: X. XX% tariff deal was finalized in Sep and Oct was the first full month under the new tariff regime. X. The JPY depreciated from XXX to XXX in Oct. The weaker yen is having its intended effect as it is improving Japans trade balance and bringing in much-needed USD. However this comes at the cost of depressing domestic consumption and pushing inflation to 3.0%. Lot of objectives for Japan to fill - Keep JPY low enough to offset tariffs and"
X Link 2025-11-21T04:44Z 18.5K followers, 4902 engagements

"HYG is an extremely liquidity-sensitive product. When you are a $1.5t asset class sandwiched between a $50t Treasury & IG corp credit market and a $60T equity market flows from major asset allocators will have a much outsized impact. The asset class is simply too small for large reallocations not to leave a mark. Hence why after Bitcoin HYG is arguably my second-favorite financial market liquidity indicator. Recently HY funds (see the red bars on the left chart below) have experienced three consecutive weeks of outflows. That pattern alone is enough to noticeably tighten liquidity across the"
X Link 2025-11-22T13:24Z 18.5K followers, 13.5K engagements

"Latest check on the biggest hall of shame DM long bond post the UK OBR headline (0.25% 2061 Gilt and yes there are pension and insurance folks who lost XX% investing in DM govies) -X% total return this yr but recent 2pt bounce off the ATL from Sep is notable"
X Link 2025-11-26T13:25Z 18.5K followers, 2389 engagements

"Money supply velocity = Px real GDP Falling trade flows = falling dollar velocity = deflationary pressure Money printing alone does not cause inflation if velocity drops just like the pre-COVID QE era where velocity was negative and the economy stayed disinflationary"
X Link 2025-11-28T17:43Z 18.5K followers, 15.6K engagements

"China to US containership volume -XX% MTD (Aug-Oct avg -5%) Korea to US -XX% MTD (Aug-Oct avg -11%) XX% of China volume Vietnam to US +5% MTD (Aug-Oct avg +6%): 1/3 of China. The pickups in trucking demand coming from domestic sources (warehouse shifting) not imports"
X Link 2025-11-29T01:48Z 18.5K followers, 13.5K engagements

"Deflation is good for savers and workers bad for borrowers and capitalists"
X Link 2025-12-01T16:22Z 18.5K followers, 8890 engagements

"This live response from the ISM Mfg survey takes the cake: Artificial intelligence is in its infancy stages producing confusing and most often inaccurate information. This also causes apprehensive consumer buying patterns contributing to the challenge of forecasting demand"
X Link 2025-12-01T18:27Z 18.5K followers, 9420 engagements

"Great read. As our system becomes increasingly reliant on the repo market for financial leverage there are just as many participants who are borrowing collateral (i.e. short rates) and who stand to lose billions if rates rally sharply. It is not just the absolute level of rates that matters but also the degree of volatility. A good reminder that the longer and higher the market goes the more leverage builds up and the more fragile and susceptible to external shocks the system becomes"
X Link 2025-12-03T21:20Z 18.5K followers, 11.4K engagements

"Stale data from Sep but growing excess capacity is generally not an environment where inflation is the primary concern"
X Link 2025-12-03T22:05Z 18.5K followers, 2734 engagements

"@WahlstromGrant But still the trend within the same sample set is clear"
X Link 2025-12-04T01:51Z 18.5K followers, XX engagements

"Imagine that if boomers cannot afford to retire chance is we wont either. Btw this may become a key wildcard for subsequent payroll reports. Last Sep we had a good headline number but UR ticked up due to rising labor participation rates (presumably from this boomer cohort)"
X Link 2025-12-04T20:56Z 18.5K followers, 3148 engagements

"@pahueg Morgan Stanley has a basket for each"
X Link 2025-12-05T12:36Z 18.5K followers, 1510 engagements

"Interestingly unprofitable credits not getting the same love as unprofitable equities"
X Link 2025-12-05T13:43Z 18.5K followers, 3540 engagements

"They have been making up for the collapse in exports to the US with exports to the RoW (esp EU) but there comes a limit on how much you can push goods elsewhere. Chinese overall exports in Oct was -XXX% but -XX% to the US. Do the math on the scale of product dumping to RoW (and how deflationary that can be)"
X Link 2025-12-05T17:50Z 18.5K followers, XX engagements

"Going into FOMC next week - VIX dropping to 15-handle - 2Y +11bp over the past two weeks Normal logic suggests only one of them is right"
X Link 2025-12-05T18:30Z 18.5K followers, 9824 engagements

"@ZiggyWumpus Makes sense obv Supply is the other big half of the story. We overbuilt going into 2008 and severely under built from 08-20"
X Link 2025-12-06T17:16Z 18.5K followers, XX engagements

"@AntonioZup This is global technical selloff outweighing the fundamental US deflation. Just respecting the pathway but my fundamental view remains intact. In fact the more the mkt prices in a restrictive Fed the more deflationary things will get down the road"
X Link 2025-12-08T15:20Z 18.5K followers, XXX engagements

"Steepening yield curve with JPY depreciation (inflating overseas USD assets) = Amazing for Japanese banks. Unrealized losses on their investments can grow but as long as the mkt believes there will be liquidity safeguards in place"
X Link 2025-12-08T15:35Z 18.5K followers, 8166 engagements

"Very sympathetic to this. The more vicious the bonds selloff the quicker and more forceful the path to YCC/QE/ZIRP becomes. I respect the pathway (q has always been about the pain threshold) but my view on the end destination remains very much intact"
X Link 2025-12-08T15:41Z 18.5K followers, 5532 engagements

"@Ravi__Baldev Positive for NVDA as long as China wants them. Next"
X Link 2025-12-08T18:26Z 18.5K followers, XXX engagements

"Danny and I are polar opposites in our inflation/deflation debate but I respect his views. One thing we might both agree on is that recession risk is remote (though I am firmly in the slowdown camp and Danny is in the reflation camp). What has surprised me is how slowly this debate has moved toward any conclusion. Eight months after we started were still at it 😂. But honestly I just enjoy the sport of it all"
X Link 2025-12-09T22:03Z 18.5K followers, XXX engagements

"Things do not stay stag for long if the issue is on the demand side of the equation. Stagflation requires supply constraints. That is what we saw when China was in lockdown in 202122. The world is flush with excess capacity right now and China is exporting deflation"
X Link 2025-11-25T14:20Z 18.5K followers, 6627 engagements

"Does not look like Black Friday was fantastic for HD/home products"
X Link 2025-12-09T12:47Z 18.5K followers, 4779 engagements

"For those not familiar to credit here is some reference: Implied default prob (over 5Y) for CDS: - 50bp: X% - 100: X% (ORCL) - 200: XX% - 300: XX% - 400: XX% - 500: XX% - 600: XX% (CRWV) - 700: XX% Compare this to: BBB cash spread: 110bp BB: XXX B: XXX CCC: 640"
X Link 2025-11-13T21:23Z 18.5K followers, 230.2K engagements

"The credit market continues to give the AI thesis the Heisman. 5Y CDS for ORCL and CRWV CRWV CDS is now being quoted in upfront points (8pts) rather than spreads (725bps) a shift that happens when default risk is sufficient enuf to price off of implied recovery value instead"
X Link 2025-11-21T16:19Z 18.5K followers, 18.3K engagements

"Smart macro accounts learned this lesson back in April. I would note that Trumps pro-market inflection coincided with when both DXY and rates started selling off together and SOFR swap spread went deeply negative"
X Link 2025-12-01T00:21Z 18.5K followers, 24.7K engagements

"Russell +15% ytd Profitable Russell: +9.7% Unprofitable Russell: +45% Thats the tweet. ☠"
X Link 2025-12-04T20:03Z 18.5K followers, 222.2K engagements

"I have come to realize Korea is the leading indicator for many things happening in the US"
X Link 2025-12-04T21:07Z 18.5K followers, 64.8K engagements

"A reminder that there are many studies that once inflation approaches/goes over X% bonds and equities exhibit positive correlations. Another way of saying in a liquidity-dominant regime every cross asset correlation converges to X (like gold and equities)"
X Link 2025-12-08T18:25Z 18.5K followers, 5797 engagements

"Who buys branded consumable products these days when you can buy the same private label XX% cheaper PG -XX% ytd Kimberly Clark -XX% Church & Dwight -XX% Clorox -38%"
X Link 2025-12-08T23:18Z 18.5K followers, 6838 engagements

"@DannyDayan5 BOIL (and UVIX) the biggest widowmaker ETF"
X Link 2025-12-09T22:14Z 18.5K followers, 3060 engagements

"Is it just me or is there a lot of earthquakes going on in Japan this month"
X Link 2025-12-10T15:18Z 18.5K followers, 3089 engagements

"Below is ADP Payroll in Small Companies. Note the uncanny timing of this peaking right in April 2025 (Liberation Day) and the pace at which this is now softening. This is a major political liability going into the midterm and something this Admin needs to fix quickly"
X Link 2025-12-10T20:48Z 18.5K followers, 25.2K engagements

"Makes no sense without a massive global dollar revaluation (Mar-a-Lago)"
X Link 2025-12-10T20:58Z 18.5K followers, 4601 engagements

"Hard to read +4% Black Friday sales without a clear pxvol mix. High luxury % implies K-economy as well. This is a consistent trend. As service spending cools consumers have been leaning into goods as seen by Redbook at X% while dining/leisure companies are underperforming"
X Link 2025-11-29T19:23Z 18.5K followers, 10.1K engagements

"🤷 (now lapping Cyber Monday; this data includes services and durable trxn data alongside merchandise goods) Again may not be the most accurate data but trend within this consistent sample set is going in a very clear one way direction"
X Link 2025-12-08T17:22Z 18.5K followers, 7439 engagements

"Germany is getting flooded with Chinese imports just as their auto exports are getting pummeled over there. US and China being its two biggest export destinations outside Europe this has a significant implication for current account/eurodollar flows for the continent"
X Link 2025-12-08T18:34Z 18.5K followers, 3092 engagements

"TSA Airport Passenger Traffic % YoY - Sep: +0.5% - Oct: +4.0% - Nov: -XXX% - Dec MTD (12/1-12/8): -XXX% 🤔 Does not look like airfares are going to be a headwind for inflation for Nov and Dec"
X Link 2025-12-09T16:09Z 18.5K followers, 1950 engagements

"Lowest quit rate since COVID is generally not an environment where inflation is the primary concern"
X Link 2025-12-09T16:46Z 18.5K followers, 10.7K engagements

"There is a noticeably growing divergence between IWM (blue) and HYG (white) esp as the former reached ATH. Function of shitco equity getting much love while shitco credit not so much"
X Link 2025-12-10T01:03Z 18.5K followers, 3826 engagements

"China CPI report is an interesting one. Key items showing reacceleration of deflation -Housing -XXX% -Daily Staples -XXX% -Transport & Communications -XXX% -Education -XXX% But "Other Supplies and Services" line item +1.2% MoM (+14.2% YoY) to keep the core CPI at -XXX% MoM"
X Link 2025-12-10T02:28Z 18.5K followers, 6503 engagements

"@planetbrady Lower 10Y implies full control in inflation and housing mkt saved. A good win for the Main St"
X Link 2025-12-11T01:42Z 18.5K followers, XXX engagements

"If you have not given @amital13 a follow yet you are missing out. I highly recommend you read his excellent post in full but here is some additional context that can be helpful when doing so. The key concept to understand here is that repo logic is inverse. You are borrowing collateral not cash. (Whereas most people instinctively think of borrowing as borrowing cash and lending collateral.) High rates contributed to the current cash-shortage / collateral-surplus environment (evidenced by SOFR spikes and SRF drawdowns) by (1) making T-bills very attractive which led to an explosion in"
X Link 2025-12-11T06:16Z 18.5K followers, 16.6K engagements