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@yieldsearcher Mr. VIX

Mr. VIX posts on X about japan, money, fed, rates the most. They currently have XXXXXX followers and 2536 posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

X Week XXXXXXX +8%
X Month XXXXXXXXX +41%
X Months XXXXXXXXX +1,336%
X Year XXXXXXXXX +5,226%

Mentions: XX #

X Week XXX +0.76%
X Month XXX -XX%
X Months XXXXX +122%
X Year XXXXX +972%

Followers: XXXXXX #

X Week XXXXXX +2%
X Month XXXXXX +6.60%
X Months XXXXXX +640%
X Year XXXXXX +1,244%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence finance #5557 countries stocks cryptocurrencies currencies automotive brands technology brands social networks

Social topic influence japan, money, fed, rates, $500b, tariffs, autos, china, countries, altcoins

Top accounts mentioned or mentioned by @rachell11179070 @gonogokorea @junkoperator @realjohngaltfla @planetbrady @ajacksonhole @dariocpx @monetaryguy589 @gammablast @thefoolishpig @gjkingkong @lordpos3idon @adrunkenmiller @frankoz95967943 @zanjacquref @bigmoonkr @alimasubway @jundo1050 @tradfidiguy @gaybearres

Top assets mentioned Bitcoin (BTC) Alphabet Inc Class A (GOOGL) D R Horton Inc (DHI) Lennar Corporation (LEN) Boeing Co (BA) Sweetgreen, Inc. (SG)

Top Social Posts #

Top posts by engagements in the last XX hours

"BTC rally this cycle began from Oct 2023 at $27K. The real catalyst that really drove this rally into hypergear was the spot ETF approval that came in Jan 2024 and institutional money started coming in. Genius/Clarity Acts may likely do the same for (select) altcoins"
@yieldsearcher on X 2025-07-18 12:30:03 UTC 10.7K followers, 1825 engagements

"Bond mkt back to not caring about 20Y auctions"
@yieldsearcher on X 2025-07-23 17:23:45 UTC 10.7K followers, 4241 engagements

"@qussl3 That is the idea yes. Obv the Fed can help but right now that is not exactly a given like it used to"
@yieldsearcher on X 2025-07-23 10:49:11 UTC 10.7K followers, XX engagements

"Wouldnt shock me if this gets invested as part of our strategic crypto reserves or FX reserves going into inevitable monetary reset/USD revaluation (lower)"
@yieldsearcher on X 2025-07-23 18:33:06 UTC 10.7K followers, 3522 engagements

"Every incremental detail on this deal gets worse for Japan"
@yieldsearcher on X 2025-07-23 13:49:51 UTC 10.7K followers, 23.1K engagements

"Refuted by Ishiba a few hrs later. Someone wants a political future after this; his boss knows his career is over"
@yieldsearcher on X 2025-07-24 11:38:57 UTC 10.7K followers, 6134 engagements

"Many finance professionals are naturally drawn to high skew/low probability trades. When one pays off you become a legend (like Soros breaking the BoE or shorting GBP into Brexit) but more often than not they turn into cheap donations (who even remembers the Saudi Riyal depeg trade) But despite what logic yells I cant help but keep looking at this 🤣"
@yieldsearcher on X 2025-07-24 21:49:21 UTC 10.7K followers, 3630 engagements

"New home inventories for ya. But I dont disagree with your pts that there are lot of moving pieces and things can change in time. For now lot of inventories to clear before homebuilders will be able to increase home px. (Rates rally can help this a lot so tbd what trump decides to do there)"
@yieldsearcher on X 2025-07-27 04:11:40 UTC 10.7K followers, XX engagements

"The post-COVID asset allocation decision remains one of the most consequential factors affecting many peoples net worth. What seemed like prudent financial advice at the time - over-equitized home purchase - has in hindsight come with significant opportunity cost compared to investments in equities and cryptos. And that is exactly what median Americans did"
@yieldsearcher on X 2025-07-18 15:05:39 UTC 10.7K followers, 2935 engagements

"Prob the best venture capitalist in history. Besides Yahoo invested in Google ($12.5M for 10%) PayPal Zappos Kayak and LinkedIn. And the best thing about him was he was not an engineer by trade but a journalist who studied history at Oxford. And his self-professed best strength was his appreciation of narratives and pattern recognition"
@yieldsearcher on X 2025-07-27 05:01:00 UTC 10.7K followers, 1727 engagements

"Have to say. I did not expect Japan to be the first to cut a deal. I thought theyd be the last. But in any case - XX% is X% higher than what is currently being collected but lower than the XX% the US had threatened. - Japan exports $150b to the U.S. annually. At XX% that generates $23b/year in tariff revenue. - The $550B one-time investment is effectively a $500B value transfer to the US since XX% of it is structured as a gift via profit-sharing. That is roughly equivalent to another XX years worth of XX% tariff income. On NPV at X% discount rate (Treasury rate) that equates to $20b/yr"
@yieldsearcher on X 2025-07-22 23:47:05 UTC 10.7K followers, 30K engagements

"@RachelL11179070 You have no idea how much this is wreaking havoc on my internal monologue. 🤣"
@yieldsearcher on X 2025-07-24 13:51:27 UTC 10.7K followers, 2054 engagements

"7/30 presser is going to be interesting one way or another"
@yieldsearcher on X 2025-07-24 20:51:32 UTC 10.7K followers, 3207 engagements

"The breakdown of a high-trust society increases friction costs (e.g. rising insurance costs and risk premium) and is long-term inflationary. Strict crime control hence is deflationary"
@yieldsearcher on X 2025-07-26 19:03:48 UTC 10.7K followers, 1847 engagements

"@monetarycomm Yup. Esp considering the split is not even 50/50. Services consumption is 70%+. And people notice big ticket px change far more meaningfully than X packs of clorox wipe going up XX% from $X to $12"
@yieldsearcher on X 2025-07-22 03:50:51 UTC 10.7K followers, XXX engagements

"Vol control is hedge funds biggest enemy when it pays to be contrarian"
@yieldsearcher on X 2025-07-18 12:57:10 UTC 10.7K followers, 2093 engagements

"New home sales declining. Our housing market is practically being held up by supply-constrained Northeast suburban real estate. Concentration not unlike what we are seeing in the equity market"
@yieldsearcher on X 2025-07-24 14:38:19 UTC 10.7K followers, 1875 engagements

"Another way to frame this: Japanese govt will be subsidizing a big portion of the tariffs that corps will otherwise pay This is why Nikkei is rallying big time up nearly 2%. This is a partial bailout by the Japanese govt that adds XX% GDP worth of obligation to its balance sheet. This is why Japanese bond yields are rising significantly"
@yieldsearcher on X 2025-07-23 00:29:35 UTC 10.7K followers, 29.2K engagements

"US autos love tariffs now Where have they been"
@yieldsearcher on X 2025-07-23 01:31:41 UTC 10.7K followers, 4378 engagements

"This has been increasingly talked about by professional equity community on the Street in recent days. Short momos epic squeeze overwhelming Mag X has been the consistent theme over the past month. Multiple standard deviation reversal of a very crowded pair trades by big FM accounts You also see it in crypto where ETH (with its massive short base) outperforming BTC by a wide margin. Behind the benign index move is a serious violence inflicted on our most structurally levered players in the market"
@yieldsearcher on X 2025-07-24 11:47:38 UTC 10.7K followers, 8776 engagements

"@OptimalRisk0 I am not. I cannot anyway (at least not in a kosher way)"
@yieldsearcher on X 2025-07-24 21:56:50 UTC 10.7K followers, XXX engagements

"Subtle behavior change I just realized: Seldom carried water bottles to walk around the city before. Just bought water bottles if needed at nearby stores. Saw $XXXX (before tax) px tag on those bottles a couple months ago. Now I carry water bottles"
@yieldsearcher on X 2025-07-20 14:15:59 UTC 10.7K followers, 9502 engagements

"Not sure this is an imminent sell/derisk signal but when highly levered quants and systematics are getting squeezed hard to see this as a chase signal. I am reminded of my old boss saying you add hedges when you can not when you must. Just my take. No trading advice"
@yieldsearcher on X 2025-07-26 20:14:11 UTC 10.7K followers, 7000 engagements

"To put this XX% reciprocal tariff on US EXPORTS to Japan: - Annual US export to Japan: $80b; Agriculture is XX% of that. - $80b x XX% = $12b tariffs - Assuming XXX% of this gets paid by US exporters (and none by Japanese consumers) that is XXXX% of US GDP (not a typo) Total US goods export is X% of GDP. That compares to XX% for Japan and Germany and XX% for China. This is the whole crux of US leverage"
@yieldsearcher on X 2025-07-23 16:54:29 UTC 10.7K followers, 1591 engagements

"Who in their normal mind have the nerve and disposition to not take a single penny of profit thru multiple cycles over XX yrs And then all of sudden decides to exit all at once This question is bothering me a little more than it should but is"
@yieldsearcher on X 2025-07-18 18:07:54 UTC 10.7K followers, 355.1K engagements

"It is a geopolitical/defense flex. More of a bribery pmt in kind to be in US good grace. POTUS secondary job description is Boeing salesman after all. But man Japan really capitulated sacrificing its PM in its process. Not sure how any other countries and afford this level of concession politically"
@yieldsearcher on X 2025-07-23 13:36:22 UTC 10.7K followers, 1392 engagements

"@TheFoolishPig True but cant stretch it too far. Other countries financial system cannot afford US stock meltdown either due to high NIIP positions. It is truly a Mutually Assured Destruction and the pain is greater for EU and Japan who have no natural resources/energy"
@yieldsearcher on X 2025-07-25 17:56:09 UTC 10.7K followers, XX engagements

"Reducing net except altcoins and gold. Want to see what Japanese have to say tonight and what Bessent does at the Fed this evening"
@yieldsearcher on X 2025-07-21 19:58:40 UTC 10.7K followers, 5961 engagements

"@ZanJacquRef DHI CEO doesnt see it either"
@yieldsearcher on X 2025-07-27 02:13:37 UTC 10.7K followers, XXX engagements

"Continuation of this low-vol squeeze in the equity land But a couple noticeable themes that are running contra to that overall move today - Airlines getting hammered with weak guidance from American (-7%) and Southwest (-11%). - Ditto restaurants led by Chipotle (-11%). Trendy names like Sweetgreen (-9%) and Wingstop (-4%) affected. The mkt is noticing that consumers are starting to pull back on discretionary service spending"
@yieldsearcher on X 2025-07-24 15:24:22 UTC 10.7K followers, 8983 engagements

"$155b 3M/6M TBill auction today soaking up excess MMF capacity and bringing down RRP by $60b"
@yieldsearcher on X 2025-07-24 18:44:22 UTC 10.7K followers, 2967 engagements

"This can be done. Question is whether this can be done while keeping the economy and the stock market where it is"
@yieldsearcher on X 2025-07-24 20:44:30 UTC 10.7K followers, 6175 engagements

"Fundamentally speaking a $500b transfer from the Japanese govt to the US is negative for JGBs and positive for USTs. (And to those who think this $500b is a meaningless antic lets just say the Japanese bond market strongly disagrees with you.) But the global financial interconnection is such that a JGB selloff is pulling US rates upward tonight. We will see if this gets rectified over European and US market hours"
@yieldsearcher on X 2025-07-23 04:37:28 UTC 10.7K followers, 11.5K engagements

"Ytd total return SPY: +7.7 QQQ: +10.1 IWM: +1.1 TLT: -XXX HYG: +5.0 BTC: +26 ETH: +6.4 XRP: +69 GLD: +27 SLV: +31 DAX (German equity in USD): +35 EWY (Korean equity in USD): +42 Foreign equity in USD even bigger outperformers than gold bitcoin and silver"
@yieldsearcher on X 2025-07-21 12:55:57 UTC 10.7K followers, 2724 engagements

"There is a bit more to this story as to why foreigners ended up buying more US assets instead of selling during this pivotal period of trade negotiation. First in response to deflationary threats and the eurodollar shortage following Liberation Day in April foreign countries resorted to massive liquidity injections (evidenced by strong rallies in Chinese German and Korean stock markets as well as the emergence of HKD carry trade). That liquidity spilled over into the US as foreigners bought mass amount of US bonds and equities as evidenced by the May TIC report. This is also why"
@yieldsearcher on X 2025-07-25 16:34:46 UTC 10.7K followers, 4967 engagements

"@phaedrus888 Equities Hard to see that money going to bonds"
@yieldsearcher on X 2025-07-26 00:30:35 UTC 10.7K followers, XX engagements

"Apparently in China Good data = stock goes down Bad data = stock goes down Hope that helps😅"
@yieldsearcher on X 2025-07-15 03:33:11 UTC 10.7K followers, 5641 engagements

"I am not broke. I am just low on fiat. 🤣"
@yieldsearcher on X 2025-07-25 00:55:32 UTC 10.7K followers, 4295 engagements

"Hyundai Motors Koreas largest and the worlds #3 auto OE. XX% sales to US 2/3 of which is imported (26%) Highlights: - $2.6b EBIT this quarter -XX% yoy. - Tariff cost them $600m or 19%. - Q3 impact likely to be higher as front-loaded inventory has dries up. - US sales rose XX% as the automaker kept prices unchanged and absorbed higher costs. Thanks to @GONOGO_Korea for highlighting this"
@yieldsearcher on X 2025-07-26 13:25:57 UTC 10.7K followers, 4009 engagements

"Compared to low expectations folks are buying less handbags but drinking more Hennessys. I approve"
@yieldsearcher on X 2025-07-24 15:59:44 UTC 10.7K followers, 1820 engagements

"If I told you in Jan that there would be a global XX% tariff + XX% on certain core commodities would you have guessed SPY +8% I know I wouldnt have. (Yes I know it is down if adjusted for major DM currencies but we live in a dollar-based world)"
@yieldsearcher on X 2025-07-23 16:12:53 UTC 10.7K followers, 5263 engagements

"@vandoormonium He somehow made 7/30 FOMC presser into an UFC cage match"
@yieldsearcher on X 2025-07-25 13:25:27 UTC 10.7K followers, XX engagements

"@StockMomo Honestly I wont blame Japan if they refuse to buy safety hazards. But selling Boeing Airplane is definitely a part of the POTUS job descriptions. All depends on what gets put into the written agreement"
@yieldsearcher on X 2025-07-23 12:44:38 UTC 10.7K followers, XXX engagements

"@BigMoonKR Aftermarket is def a higher margin biz but you still need to import those replacement auto parts from abroad. Look at Advance Auto Parts. XX% gross margin vs auto OEs XX% But they are getting tariffed pretty hard just as much (40% of their products affected)"
@yieldsearcher on X 2025-07-26 16:02:34 UTC 10.7K followers, XXX engagements

"@MrGlass2025 We are seeing that on the latest cpi report. Household staples and apparels seeing significant px increases; high ticket px durables (autos) and services (travel) deflating"
@yieldsearcher on X 2025-07-25 21:04:13 UTC 10.7K followers, XX engagements

"Who knows but max $5b/mth unwind of Treasury is pretty symbolic at this pt (+$35b/month of MBS) But if you want an illustrative framework Reserves stand at $3.4t +$200b of RRP = $3.6t Of that $500b has to go fill the TGA. That leaves $3.1t left. If we use Wallers $2.7t as the limit that is $400b of TBills capacity that the domestic banking system can soak up. At $2trillion annual deficits (or $170b/month) that gives us at least X more months till QT ends"
@yieldsearcher on X 2025-07-19 00:42:35 UTC 10.7K followers, XXX engagements

"A couple of pet peeves of mine on FinTwit community coming from a fixed income background - Focus on overall inflation print instead of core (Fed does not care about temporary spike in oil in June) - Conflate rates with credit. (Both are fixed income but very different mkts)"
@yieldsearcher on X 2025-07-15 14:27:32 UTC 10.7K followers, 1948 engagements

"@JaysBurner420 @RevengeofRusty Fair. Just like how I refuse to buy $X water bottles or $XX Chipotle meal"
@yieldsearcher on X 2025-07-24 15:44:44 UTC 10.7K followers, XX engagements

"Here is another one. Corollary to what I posted before: More money has been lost on high conviction trades than on low conviction swing trades"
@yieldsearcher on X 2025-07-27 04:42:49 UTC 10.7K followers, 1760 engagements

"Yup. Trump is saying this Japan trade deal framework is a one-off"
@yieldsearcher on X 2025-07-23 11:52:19 UTC 10.7K followers, 3341 engagements

"Bad certainty is better than lack of certainty so I expect a positive mkt reaction. But the marginal move suggests that either mkt is kinda waiting for full details and/or is appreciating the scale of value extraction at hand here. Japans export is $150b/yr. Now replicate this to Europe ($550-600b/yr of goods) and China ($450-500b/yr of goods)"
@yieldsearcher on X 2025-07-23 00:00:27 UTC 10.7K followers, 5811 engagements