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@levenson_david "Join us for a slightly more rested spaces. Set a reminder for my upcoming Space"
@levenson_david on X 2025-07-21 02:24:14 UTC 14.1K followers, 1841 engagements

"In 2000 Staples had led followed by utilities and healthcare lag but then overtook them We were overweight XXX% utilities because it was used as a source of funds and now that they put in these nuke things that will help until eventually Staples would likely take over on the discount rate and then healthcare not far behind it but theyre all gonna get money because theres basically stable and tech is cyclical no matter how much they try to fool you"
@levenson_david on X 2025-07-22 21:13:46 UTC 14.1K followers, XXX engagements

"You can always get XX% to say black as white and white is black And how the question was asked was also another this is TDS at its highest level and this is why were going to see the greatest shift from Wall Street to Main Street with melting mortgage rates when the realization is the tariffs have always been a deflationary force in America and they are now beyond any immediate timeframe and that will take mortgage rates back to the Covid lows and below"
@levenson_david on X 2025-07-20 15:55:17 UTC 14.1K followers, XXX engagements

"UK 2Y about to break down and target 1Y low. This expanding interest rate differential will drive the pound much lower"
@levenson_david on X 2025-07-14 14:57:37 UTC 14.1K followers, 7865 engagements

"XLU +10.65% YTD AAPL -XXXXX% YTD XXXXX% YTD XX% annualized"
@levenson_david on X 2025-07-19 00:47:20 UTC 14.1K followers, 1999 engagements

"Just XX bp lower to a new 50-week low rate for ARMs Origination market share for ARMs has risen to XX% and will rise further Outstanding ARMs assets are under XXX% so there will be historic duration collapse as origination of ARMs gains share in a declining rate environment"
@levenson_david on X 2025-07-20 04:33:07 UTC 14.1K followers, 2297 engagements

"Yen is a big problem they want it lower and theyre gonna get it lower XXX is next stop then the golden Cross"
@levenson_david on X 2025-07-15 17:50:53 UTC 14.1K followers, 1721 engagements

"@operationdanish Dont tell that to a coal miner whose lungs are blackened and whos Cartlidge in their spine is decayed. They need an early retirement and excellent healthcare"
@levenson_david on X 2025-07-20 16:09:45 UTC 14.1K followers, XXX engagements

"ARMs are 60bp lower than fixed. Dollar acceleration higher will drive floating ARM rates lower"
@levenson_david on X 2025-07-15 16:11:32 UTC 14.1K followers, 1807 engagements

"MOVE and flotating rate mortgages melting"
@levenson_david on X 2025-07-19 00:34:31 UTC 14.1K followers, 1310 engagements

"Your conclusions do not have adequate predication. No president could maintain the current levels of inflation given the massive amounts of deflation in case in massively over evaluated NASDAQ positions as well as the super elevated move index both contain oceans of deflation which are just searching for any catalyst to leak out and drive a refinancing wave of M2 annihilation delights weve never had so all of your analysis is predicated on local price structure of fixed income and elevated levels of fixed income volatility both of which cannot be sustained in our current system"
@levenson_david on X 2025-07-21 01:59:13 UTC 14.1K followers, XXX engagements

"@themarketear @zerohedge It will not work out well for your forecast the low volatility in the system rather the low implied volatility of the system is going to be suppressive of a price. This is not accidental. This is structural"
@levenson_david on X 2025-07-21 11:45:54 UTC 14.1K followers, XXX engagements

"+22% year over year both refi and purchase Despite +2BP rise W/W in rates for fixed rate mortgages. Mortgage level decline to 426700 from 460000 a XXXX% decline. Deteriorating supply into market. Weekly mortgage application volume"
@levenson_david on X 2025-07-23 11:14:30 UTC 14.1K followers, 2537 engagements

"7/9/25 Prompt monthly MOVE melt down driven bond rally and refi acceleration. MOVE XX is below it 200MMA Timber"
@levenson_david on X 2025-07-10 03:32:26 UTC 14.1K followers, 3766 engagements

"@Barchart Bond supply is very thin. Look at and gold breaking down. These will drag bond yields all the way down"
@levenson_david on X 2025-07-17 11:20:25 UTC 14.1K followers, 8998 engagements

"@JaguarAnalytics Is this broadening or is it unwinding the underweight which wont necessarily stay up more than a year or two"
@levenson_david on X 2025-07-22 20:54:14 UTC 14.1K followers, XXX engagements

"Dont get fooled by the shiny object. The UK 3Y gilt is approaching a 2Y low. Nominal GDP is declining you guys should be terming in your issuance and that will slow down credit formation and inflation. Your ex checker and your bank of England need to know how to manage a yield curve"
@levenson_david on X 2025-07-20 16:29:13 UTC 14.1K followers, XXX engagements

"Gold plus bitcoin which is three times the volatility of gold exceed 20T. Is the NDX rolls over from dollar strength It will drag those down with latency which will then lead to leadership on the way down for gold and bitcoin or respectively. Crypto returns will not be Chiral due to the high concentration of non institutional ownership. HODLs wont be sold out by themselves. Theyll wait for the margin clerks and allow better exiting and speculative suppression in an exquisite way. If you can get an XX% drawdown in a NASDAQ bull market what the hells gonna happen when you have a bear market"
@levenson_david on X 2025-07-20 17:03:57 UTC 14.1K followers, XXX engagements

"@JaguarAnalytics There is no ceiling on them"
@levenson_david on X 2025-07-22 21:06:26 UTC 14.1K followers, XXX engagements

"@JaguarAnalytics I was referring to lower volatility like staples healthcare and utilities that Rose for a year after the Y2K dramatically more than the NASDAQ more than 10000 bp but then they got dragged down"
@levenson_david on X 2025-07-22 21:07:06 UTC 14.1K followers, XXX engagements

"The standard outperformance of the NASDAQ versus the S&P typically is a XX% premium so the implied volatility of the options track realized volatility This ratio has been much lower as hopium drove markets since our April XX 2025 volatility suppression (Vega) which is just optimism and people selling puts recklessly With the VIX so dealers need the protection because they are short gamma( cash owned SP500) dealers have to buy more protection skew Being short volatility means youre short gamma which means youre at risk in every direction so this is very negative for tech here and very good for"
@levenson_david on X 2025-07-09 13:50:38 UTC 14.1K followers, 1466 engagements

"There is not XXXXXXXXXXXXXX% of a chance that there is any information linking Trump to any pedophilia ring given how innovative Biden was and transferring his best people to a team designed to indict and jail Trump that information wouldve ended his presidential campaign ability to trigger a victory. Your Trump derangement syndrome is very strong. Using the number five is very classic and creative it violates a nail test but this is more than XX to the -XX not just -5"
@levenson_david on X 2025-07-20 16:23:39 UTC 14.1K followers, 1183 engagements

"NVDA is now XXXX% of global GDP versus CSCO which was XXX% of global GDP at its peak in the dot com era. Greenspan had a XXXX Fed Funds rate he could to address the deflationary effects of falling equities during the XXXX% decline in the Nasdaq XXX. Powell is down to XXXXX FFR. Much higher over valuation of NVDA. NVDA is X and 2/3rds times as expensive to GDP as CSCO with only 2/3rds the arsenal to stabilize the coming wave of asset deflation. What could go wrong"
@levenson_david on X 2025-07-20 04:03:09 UTC 14.1K followers, 27.2K engagements

"Your chart is a warning to people planning on shorting the dollar just because the interest rate differential on the XX year between the US and Germany has been converging. The policy rate is more determinative of $ strength. Switzerland is at zero with the Swiss franc at a XX year high versus the dollar how are they not gonna go negative"
@levenson_david on X 2025-07-22 19:44:22 UTC 14.1K followers, XXX engagements

"What would he do if his child was held hostage by someone who killed his other child while it was being held hostage Hamas executed an American and they knew it was an American at the time. It is not like an American was killed in the fog of war in a battle as bad as that is. They executed an American knowing it was an American and they didnt have any concerns because of the people running our government at that time were not the ones that were voted on by the people"
@levenson_david on X 2025-07-20 16:25:24 UTC 14.1K followers, 1386 engagements

"@kittiecougar99 @JaguarAnalytics @DilleyCouture @BenBrey Regardless of my other comments. All rates go to zero so all your strips go to par. The only uncertainty is which one rings the bell first. You 2025-2030 returns will slaughter equities in my opinion"
@levenson_david on X 2025-07-23 03:04:39 UTC 14.1K followers, XXX engagements

"@kittiecougar99 @JaguarAnalytics @DilleyCouture Wrong Weak payrolls would steepen the curve. This July NFP survey week was last week with 3M low initial claims. Moderate NFP 125K would flatten the curve and trigger short squeeze"
@levenson_david on X 2025-07-23 02:50:12 UTC 14.1K followers, XXX engagements

"It doesnt matter what the catalyst is it just matters that there will be a catalyst and itll be obvious if youre looking for it given the context of the insanity whether its the over pricing of the NASDAQ volatility VXN with respect to the VIX or whether its the valuation of Nvidia back to Cisco or whether itscall skew versus Gamma RSI something is going to make it obvious"
@levenson_david on X 2025-07-20 23:28:34 UTC 14.1K followers, XXX engagements

"This is essentially a massive leveraging take a look at this image that I imagined and @BenBrey help craft. @davevermilion @hendry_hugh @GrantCardone This demonstrates the policy interference of Powells five episodes of easing two quantitative tightening reductions and three red cuts . That produced enough monetary pressure to suppress this cross volatility pair and the monetary pressure is a decay as a result of the implosion of the floating rate mortgage and the acceleration of refi and purchase activity and we are about to blast through and overwhelmed the dealers that are just gonna Delta"
@levenson_david on X 2025-07-22 21:20:52 UTC 14.1K followers, XXX engagements

"@Barchart NVDA/global gdp XXXX% CSCO/global gdp XXX% These are peak valuations. Nvidia is XXX% more expensive versus global GDP then CSCO ever was"
@levenson_david on X 2025-07-21 23:54:21 UTC 14.1K followers, XXX engagements

"Joining Obama Hillary Biden and Harris will make you more popular with a smaller share of the electorate but guarantee that the uneducated vote a different way. Stop destroying my party and let us win by not going towards antisemites and global lovers that hate America . The election of Mamdani in New York guarantees Marco Rubio and even Vance will be XX so stop the crazy"
@levenson_david on X 2025-07-20 16:21:06 UTC 14.1K followers, 1722 engagements

"We will discuss what a rising dollar means for the yield curve for the bond and for the NASDAQ gold and bitcoin Set a reminder for my upcoming Space"
@levenson_david on X 2025-07-15 23:59:29 UTC 14.1K followers, 1798 engagements

"@Optiongirl Try looking at that as a data set with respect to the NDX as a denominator and is fang as a denominator and youll be surprised at the change in the chart pattern. We are at the advent of the risk off regime and capital flight from innovation towards Main Street"
@levenson_david on X 2025-07-20 16:19:18 UTC 14.1K followers, XXX engagements

"@Barchart Realized volatility tends to be contained by implied volatility. Lower volatility will weaken interest in over valued tech"
@levenson_david on X 2025-07-21 10:21:31 UTC 14.1K followers, XXX engagements

"Reality is setting in. Join us Set a reminder for my upcoming Space"
@levenson_david on X 2025-07-19 00:22:26 UTC 14.1K followers, 1518 engagements

"@DrJStrategy Sorry friend XXX degrees. @BenBrey chart collaboration Despite XXXX% reduction of ZQZ6 with only 200bp left of virtual money above the lower bound of X 1/8 were added money charts the system volatility convergence is about to fail. Y2K distal side of the peak"
@levenson_david on X 2025-07-23 11:20:16 UTC 14.1K followers, XXX engagements

"On Friday July XX 2025 NVDA/Global GDP was XXX% times its market capitalization to global GDP as what CSCO/Global GDP was at the peak of DOT COM era. On June XX 2025 NVDA was XXX% of global GDP when it was at $145/share. On Friday July XX 2025 at $172.41/share NVDA rose XXXX% of global GDP. Greenspan had XXXX% Fed funds rate on May X 2000 and didnt lower rates until an unscheduled conference call on January X 2001 after the NDX has fallen XX% over the prior XX weeks and X days 3/24/00-1/3/01. Powell had XXXXX of Fed funds and an equivalent of 90bp of QT for a total level of policy at 6.275"
@levenson_david on X 2025-07-20 04:15:29 UTC 14.1K followers, 3214 engagements

"Im much more geared towards seeing that amongst NASDAQ not the S&P because a decaying equity market led by NASDAQ given its $XX trillion size and XX% of the S&P will lead to lower rates which will bid a big chunk of the S&P XXX and then noncyclical space so Im looking more for the VXN to be supported and lead to weaker NASDAQ not the S&P"
@levenson_david on X 2025-07-17 01:24:27 UTC 14.1K followers, XXX engagements