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@Aureliusltd28
"Bro has every degree known to man in bio doesnt realize that we in a K shape economy and $JPM and $PGY credit profile is juuuuuuust a bit different"
X Link @Aureliusltd28 2025-10-14T22:02Z 12.4K followers, 5341 engagements
"$kre lagging $iwm but not this week when Scottie B and Mikki B pump em"
X Link @Aureliusltd28 2025-10-05T15:14Z 12.4K followers, 2491 engagements
"This plus $move just getting crushed"
X Link @Aureliusltd28 2025-10-14T11:19Z 12.4K followers, 2996 engagements
"TS Lombard on "stable" coinz . It's ironic that USDC and $CRCL broke the buck because their deposits were locked up in $SIVB Same as it ever was"
X Link @Aureliusltd28 2025-07-26T13:10Z 12.4K followers, 2831 engagements
"cyclicals all being dumped . $evr $laz $apo $owl $kkr $afrm $upst $sofi"
X Link @Aureliusltd28 2025-09-30T15:40Z 12.4K followers, 2187 engagements
"$gs ho hum blowout by . advisory up XX% YoY IB fees up XX% FICC +17% Equities +7%. EPS lands at $XXXXX vs $XXXX. not the doom the bears were looking for"
X Link @Aureliusltd28 2025-10-14T11:47Z 12.4K followers, 8014 engagements
"$C . Q3 breakdown - rev +9% YoY every major line a record Q3; services best quarter ever; markets best Q3 ever (+15%). banking +34% with IB fees +17% (ECM +35% DCM +19% Advisory +8%) and Corporate Lending +39% (ex-hedges). US Personal Banking +7% (Branded Cards +8% Retail Banking +30%). CET1 XXXX% TBVPS $XXXXX (+7% YoY) $6.1B returned. the "never Citibank" people told you not to buy this one in the 30s "
X Link @Aureliusltd28 2025-10-14T12:10Z 12.4K followers, 3438 engagements
"It feels like $rkt or $uwmc or any of the rates down names like $tree $ldi $foa $fnf could be good adds here. Mainly Im seeing sell offs in cyclical short end down names like alts banks brokers and mortgage bc the curve stopped in-inverting and the USD puke paused"
X Link @Aureliusltd28 2025-10-03T12:53Z 12.4K followers, 3681 engagements
"If I'm an underforming bank I would be worried. This one sets the tone for a more "active" vibe amongst shareholders. HoldCo did good work "nudging" $CMA into this one. $FITB pays around XXX% or so of TBV and now if you are underperforming you have a target on your back"
X Link @Aureliusltd28 2025-10-06T10:55Z 12.4K followers, 6453 engagements
"$c beating on top line across the board is probably the biggest equity market top signal I can think of"
X Link @Aureliusltd28 2025-10-14T14:08Z 12.4K followers, 14.8K engagements
"would love to meet the pod bois shorting $ozk $tbbk $flg and $banc"
X Link @Aureliusltd28 2025-08-26T22:23Z 12.4K followers, 3983 engagements
"Rut roh $jef sad I missed this to the short side"
X Link @Aureliusltd28 2025-10-08T12:02Z 12.4K followers, 1999 engagements
"The last thing you see before your 50x altcoin portfolio on $coin sees the underlying go down 3%"
X Link @Aureliusltd28 2025-10-12T12:17Z 12.4K followers, 3061 engagements
"Idk man I probably wouldnt pick a fight with $JPM on credit if Im $OWL but it makes for a hell of a soundbyte"
X Link @Aureliusltd28 2025-10-15T13:28Z 12.4K followers, 8604 engagements
"@FedexSTi Thanks for tracking this down Fede"
X Link @Aureliusltd28 2025-10-05T00:22Z 12.4K followers, XXX engagements
"The fins doomer arc. You know who you are"
X Link @Aureliusltd28 2025-10-15T11:46Z 12.4K followers, 9453 engagements
"@dlacalle_IA Ive been surprised how much they were able to get balance sheet down. Powells bigger accomplishment"
X Link @Aureliusltd28 2025-10-14T22:01Z 12.4K followers, 1530 engagements
"That feeling when you were short something @Convertbond is posting on most of the way down $owl that being said I dont think this was credit driven. More liquidity driven plus the fact that they finance all sorts of down stack trash. Maybe a bounce"
X Link @Aureliusltd28 2025-10-15T13:06Z 12.4K followers, 2531 engagements
"TOPPITY TOP TOP IN RARE EARTHSSSSS"
X Link @Aureliusltd28 2025-10-14T21:20Z 12.4K followers, 11.8K engagements
"$fcnca getting too tempting here"
X Link @Aureliusltd28 2025-09-26T22:28Z 12.4K followers, 3021 engagements
"Activists in community banking"
X Link @Aureliusltd28 2025-06-07T00:43Z 12.4K followers, 20.3K engagements
"I feel like I can let off my $OWL short now. Everything is private credit on the feed. Carry on"
X Link @Aureliusltd28 2025-10-08T11:48Z 12.4K followers, 5964 engagements
"What if you all already front ran the rate cut bullishness"
X Link @Aureliusltd28 2025-10-08T19:05Z 12.4K followers, 1818 engagements
"put another way $14t already pay yield (out of $18t us deposits) and of the $4t outlined below these are not like mass pools of retail deposits they are bigger chunks of corporate deposits that would rather trust $jpm than $crcl (and rightfully so). one bailed out the US government in 1907 and one did not. i also think it's funny that most don't realize that $c or $jpm already push 10s if not 100s of billions of tokenized deposit flows between theese same multi-national customers at zero cost 24/7 and on upgraded rails. it's the "hop" outside their rails that is the issue. And one HUGE thing"
X Link @Aureliusltd28 2025-10-05T12:20Z 12.4K followers, 10.9K engagements
"Stunning degeneracy layout $hood"
X Link @Aureliusltd28 2025-10-14T13:42Z 12.4K followers, 3431 engagements
"$BPOP and $ABCB jump out. $WAL also"
X Link @Aureliusltd28 2025-07-30T15:33Z 12.4K followers, 1949 engagements
"@PutOptionValue @Bitcoin_Teej @victaurs Amen 😂"
X Link @Aureliusltd28 2025-10-14T13:42Z 12.4K followers, XX engagements
"Whats funny is people are self-immolating over $5b to Firstbrands while funneling hundreds of billions in OpenAI with even less diligence"
X Link @Aureliusltd28 2025-10-09T16:57Z 12.4K followers, 75.5K engagements
"How much you wanna bet that Roger isnt short even a single dollar"
X Link @Aureliusltd28 2025-10-13T20:41Z 12.4K followers, 5641 engagements
"$hifs reported - worst balance sheet pain appears to be in rear view - no credit issues worth noting - talk about a turnaround"
X Link @Aureliusltd28 2025-10-10T22:07Z 12.4K followers, 4878 engagements
"$jpm is run rating $50b+ a year in EPS but i still can't wait for the first out of context bearish brain dead $jpm $3.4B provision & $810mm build (Consumer $608mm & Wholesale $205mm) w/ borrower-related collateral irregularities mention"
X Link @Aureliusltd28 2025-10-14T12:52Z 12.4K followers, 5078 engagements
"Tag your favorite $BAC doomer 👀👀👀"
X Link @Aureliusltd28 2025-10-15T11:26Z 12.4K followers, 1512 engagements
"Tough decisions for FinTwit"
X Link @Aureliusltd28 2025-10-12T01:34Z 12.4K followers, 15.1K engagements
"I wonder if Big Tom Callahan could save First Brands"
X Link @Aureliusltd28 2025-10-08T19:59Z 12.4K followers, 1758 engagements
"No crying 😿 in the casino 🎰"
X Link @Aureliusltd28 2025-10-11T21:40Z 12.4K followers, 98.9K engagements
"Jim Cramer is talking at a community bank conference tomorrow with Vlad Schwarzman Bessent and Mikki Bowman and youre bearish"
X Link @Aureliusltd28 2025-10-08T14:03Z 12.4K followers, 1571 engagements
"@MadolynMaddenMD @Dr_Gingerballs @JustBankStocks Wait so no dooooooom 😂😂😂"
X Link @Aureliusltd28 2025-10-07T17:08Z 12.4K followers, 1364 engagements
"It appears the $FHN call buying whale whiffed on them being a seller. Strong quarter. Another beat in bank land"
X Link @Aureliusltd28 2025-10-15T14:04Z 12.4K followers, 3333 engagements
"I heard Thiel voted #2 🤣🤣🤣 $SIVB RIP 🪦🪦🪦🪦🪦🪦🪦"
X Link @Aureliusltd28 2024-12-14T14:56Z 12.4K followers, 1749 engagements
"If you squint you still cant see the impact stablecoins are having on interest bearing bank deposits"
X Link @Aureliusltd28 2025-10-07T18:30Z 12.4K followers, 2053 engagements
"Fun fact. Peter Thiel incited a run on $SIVB leading to his failure. Now hes launching a bank"
X Link @Aureliusltd28 2025-07-02T18:01Z 12.4K followers, 16.3K engagements
"Galaxy trying to challenge $hood with X% idle cash yields. But why stop there. Why can't they offer XX% idle cash yields. Feels a bit greedy"
X Link @Aureliusltd28 2025-10-07T18:57Z 12.4K followers, 3445 engagements
"Bears sound smart. Bulls make money $JPM"
X Link @Aureliusltd28 2025-10-14T21:59Z 12.4K followers, 5618 engagements
"@Seawolfcap at least he started openai to be a non-profit and "for the good of humanity""
X Link @Aureliusltd28 2025-10-14T20:36Z 12.4K followers, XXX engagements
"are $hpp and $vno too played out at this point"
X Link @Aureliusltd28 2025-09-06T15:36Z 12.4K followers, 2234 engagements
"All the stablecoin technology in the world and $BAC is still grinding out stunning checking account growth"
X Link @Aureliusltd28 2025-10-15T11:59Z 12.4K followers, 3836 engagements
"Thought the @Citrini7 Oddlots pod was great. Funny I had no clue $OWL was also at the center of financing AI (my knowledge is around fintech). Its no wonder people are using them as a short"
X Link @Aureliusltd28 2025-10-11T14:01Z 12.4K followers, 11.4K engagements
"how many different times or ways can i say buy $c over the past XXX years"
X Link @Aureliusltd28 2025-10-14T19:25Z 12.4K followers, 2069 engagements
"you work at $laz you are so white collar it's stunning you fancy yourself a master of the universe type read the $jef doom and quietly mock them to frens pull up CapIQ for a live deal accdently pull up IB trading comps HOW TF ARE WE TRADING CHEAPER THAN $JEF"
X Link @Aureliusltd28 2025-10-13T20:13Z 12.4K followers, 8774 engagements
"$fcnca nearing magical $1800 level"
X Link @Aureliusltd28 2025-09-22T16:34Z 12.4K followers, 2249 engagements