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@leadlagreport "They will crash stocks to save bonds"
X Link @leadlagreport 2025-10-16T18:26Z 756.7K followers, 88.9K engagements

"Ok. So Im going to get extreme. I want visible abs by end of November. Going to a level Ive never gone to before"
X Link @leadlagreport 2025-10-20T01:20Z 756.7K followers, 18.2K engagements

"Dont know dont care. I wa a bullish as hell the day of the low when the reverse carry trade freaked everyone August X last year. Im done"
X Link @leadlagreport 2025-10-06T16:19Z 756.7K followers, 39K engagements

"When bonds and defensives do well together money is moving toward safety no matter what the collective says. Beneath the surface the market is hedging against precisely what most believe cannot happen"
X Link @leadlagreport 2025-10-07T17:58Z 756.7K followers, 40.2K engagements

"Im a fund manager. Each fund I launched costs at least $250k a year just to keep open. Show me what risks you pretended to take. And your accomplishments"
X Link @leadlagreport 2025-10-10T19:36Z 756.7K followers, 21.7K engagements

"Everything in life goes through cycles. Your mood. Your happiness. Your success. I hear him. I remember"
X Link @leadlagreport 2025-10-11T00:27Z 756.7K followers, 15.4K engagements

"I was wrong X years ago arguing we were going to have a credit event. The gap between the VIX (blue) and credit spreads (red) only widened. But it only gets resolved by a collapse in junk debt. This was the thesis all along - a resync. Think"
X Link @leadlagreport 2025-10-11T11:42Z 756.7K followers, 15.5K engagements

"Now there is yield for bond funds like $JOJO. Now there are tactical opportunities for bond funds like $JOJO. Keep an open mind. One year does not invalidate decades of research. Consider $JOJO as part of your bond allocation. (9/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 7241 engagements

"Learn more about $JOJO at Lead-Lag Publishing LLC is not an affiliate of Tidal/Toroso or ACA/Foreside"
X Link @leadlagreport 2025-10-11T11:44Z 756.7K followers, 7110 engagements

"The problem isnt $ATOM. The problem isnt $SUI. The problem isnt $APT. The problem isnt $SEI. The problem isnt $LINK. The problem isnt $ADA. The problem isnt $ETH. The problem is overconfidence. Overconfidence leads to leverage. Leverage leads to crashes"
X Link @leadlagreport 2025-10-11T17:23Z 756.8K followers, 13K engagements

"I believe we can see the $VIX double this week. If Im wrong I dont give a shit. This is a whipsaw and volatility is massively underpriced. Goodnight"
X Link @leadlagreport 2025-10-12T22:10Z 756.7K followers, 29.6K engagements

"Its shocking how massively bullish everyone got the last X hours. This isnt over. Something is happening within private credit"
X Link @leadlagreport 2025-10-13T01:44Z 756.7K followers, 32.8K engagements

"My account is locked only to followers. Only you see my posts. If Im right this week defend me"
X Link @leadlagreport 2025-10-13T11:00Z 756.8K followers, 31K engagements

"Something big happening to the banks"
X Link @leadlagreport 2025-10-14T23:57Z 756.8K followers, 36.1K engagements

"Unlocked my account and making it public again. I want you to see what comes next. Gold is sending a warning. And the $VIX is about to deliver it. Goodnight"
X Link @leadlagreport 2025-10-16T03:32Z 756.7K followers, 76.4K engagements

"They know its about banks. Thats why they are providing help to community banks. They are distracting you with China. I warned of a $VIX spike being imminent last Wednesday. Its here"
X Link @leadlagreport 2025-10-16T16:35Z 756.7K followers, 29.6K engagements

"A VIX Explosion Is Here"
X Link @leadlagreport 2025-10-16T19:45Z 756.8K followers, 28.8K engagements

"The issue is if private credit is aggressively weakening against a hidden backdrop of leverage its not an easy fix. The Fed cant step in mechanically like they did in March 2023 during the regional bank scare then. And mark-to-market is how you have contagion. Think"
X Link @leadlagreport 2025-10-17T02:17Z 756.7K followers, 20.7K engagements

"This isnt about China. Its about private credit. You are about to be whipsawed"
X Link @leadlagreport 2025-10-17T11:48Z 756.7K followers, 69.2K engagements

"Look at Newmont"
X Link @leadlagreport 2025-10-17T20:06Z 756.7K followers, 26.6K engagements

"Unpopular opinion: we just saw a blow-off top in Gold. Not an argument for a secular bear market. I know - in a few months they will screenshot this and insult me. Dont give a fuck - could be wrong but it looks like a mania short-term. Like and repost if you understand this"
X Link @leadlagreport 2025-10-17T20:47Z 756.7K followers, 60.6K engagements

"Unpopular opinion: being fit and strong in your 40s is a bigger flex than a screenshot of your portfolio value"
X Link @leadlagreport 2025-10-18T17:34Z 756.7K followers, 22.5K engagements

"What if the private debt stress isnt a head fake The boom in non-bank lendingtrillions in corporate loans made outside public marketshas long promised steady high returns but much of it rests on opaque valuations. New Lead-Lag Report Post. Click:"
X Link @leadlagreport 2025-10-18T19:46Z 756.7K followers, 15.7K engagements

"I was wildly bullish on Gold from October 2023 to April 2025. They forget"
X Link @leadlagreport 2025-10-19T11:29Z 756.7K followers, 16.2K engagements

"Specifically because of margin calls. This was the argument I made in April (before I called the biggest intraday turnaround for stocks in history the morning of the low). The disposition effect"
X Link @leadlagreport 2025-10-19T11:56Z 756.8K followers, 20K engagements

"China has done the same through Tik Tok by fucking up our youth"
X Link @leadlagreport 2025-10-19T12:09Z 756.7K followers, 21.5K engagements

"There are no gurus only cycles"
X Link @leadlagreport 2025-10-19T12:14Z 756.8K followers, 31.1K engagements

"All of these people arguing Gold and Bitcoin are a crisis hedge and that the world is headed for a reset. You know whats a crisis hedge Getting your ass in shape. Now shut the fuck up about all your pontifications over things you cant control and get the fuck after it"
X Link @leadlagreport 2025-10-19T12:35Z 756.8K followers, 12.3K engagements

"This is retarded. Look at the assumed return rate"
X Link @leadlagreport 2025-10-19T12:51Z 756.8K followers, 119.2K engagements

"Two of the most powerful words I will. Nothing can stop your will. Only you"
X Link @leadlagreport 2025-10-19T12:58Z 756.8K followers, 12K engagements

"Someone just attacked me for saying there are no gurus only cycles. That statement is a statement of fact. If you think otherwise you are a sucker who doesnt understand a damn thing"
X Link @leadlagreport 2025-10-19T19:01Z 756.7K followers, 13.6K engagements

"Should I make my account private again given the vitriol and disgusting comments still coming at me"
X Link @leadlagreport 2025-10-19T19:45Z 756.8K followers, 19.7K engagements

"You know youre right when the counter-argument is an insult"
X Link @leadlagreport 2025-10-19T20:21Z 756.8K followers, 24K engagements

"Oh wait I was wrong about Gold and I should be fucking crucified on X for it"
X Link @leadlagreport 2025-10-19T21:02Z 756.8K followers, 28.2K engagements

"@kvanderhoek75 from 0"
X Link @leadlagreport 2025-10-20T00:59Z 756.8K followers, XXX engagements

"Exploring the Cambria US Equal Weight ETF (USEW): Diversifying Beyond Market Cap"
X Link @leadlagreport 2025-10-22T15:31Z 756.7K followers, 7493 engagements

"2022 was the year when risk-off Treasuries failed to counter risk-on stocks as a hedge against volatility. 2025 could be the flight-to-safety trade back into Treasuries finally returns. If Im right the ATAC Credit Rotation ETF $JOJO can potentially benefit. 🧵👇 (1/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.8K followers, 141.2K engagements

"$JOJO uses the relative performance of Utilities against US Large-Cap Stocks to determine when to be junk-on in high yield bond ETFs or junk-off in long-duration Treasuries. Why As shown in the 2014 Dow Award paper Utilities historically signal higher volatility. (4/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.8K followers, 8064 engagements

"In periods of heightened volatility for the stock market two things typically happen on average. 1) Credit spreads widen as bond investors perceive volatility in stocks as increasing default risk. 2) Treasuries become the "flight-to-safety" trade during stress. (4/10)"
X Link @leadlagreport 2025-10-11T11:44Z 756.8K followers, 1385 engagements

"The China trade war is a distraction. Something is happening to banks. To private credit. Think"
X Link @leadlagreport 2025-10-16T16:01Z 756.7K followers, 531.1K engagements

"I said it before Ill say it again. Private credit is this cycles sub-prime. Now fucking like and repost if you understand this"
X Link @leadlagreport 2025-10-16T23:37Z 756.7K followers, 93.1K engagements

"Were fucked. Gayed has said"
X Link @leadlagreport 2025-10-17T21:21Z 756.8K followers, 28.3K engagements

"It takes at least $250k a year to run a mutual fund/ETF. That's without marketing/ad spend and doesn't factor in startup costs separate from that of $70k in the first X months. XX% of X has no idea how hard the business side of running a fund is. They'd rather insult you"
X Link @leadlagreport 2025-10-18T00:00Z 756.8K followers, 32.8K engagements

"Solid explanation of how YieldBOOST works by @willrhind"
X Link @leadlagreport 2025-10-20T15:48Z 756.8K followers, 8723 engagements

"The $1000 Revolution: Sam Nofsinger on Direct Indexing Taxes and the Future of Investing"
X Link @leadlagreport 2025-10-20T20:27Z 756.7K followers, 10.7K engagements

"Gold is _________"
X Link @leadlagreport 2025-10-21T20:35Z 756.7K followers, 52.8K engagements

"Of the X risk-off assets (Gold the Dollar Utilities and Treasuries) only long-duration Treasuries are working today. Clear flight to quality taking place. A lot more weakness beneath the market than headlines averages would have you believe. VIX spike repeat"
X Link @leadlagreport 2025-10-22T17:51Z 756.7K followers, 14K engagements