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@GardinerIsland Avatar @GardinerIsland GardinerIslandCapital

GardinerIslandCapital posts on X about $asgi, $megi, $ritm, $nxg the most. They currently have XXXXX followers and XXX posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

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Mentions: XX #

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Followers: XXXXX #

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CreatorRank: XXXXXXX #

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Social Influence

Social category influence stocks XXXXX% finance XXXXX% cryptocurrencies XXXX% countries XXXX% currencies XXXX% automotive brands XXXX% formula 1 XXXX% luxury brands XXXX% premier league XXXX% social networks XXXX%

Social topic influence $asgi #1, $megi #1, $ritm #2, $nxg #1, $kyn #1, $hql #1, nav #248, $asa #2, $tyg #1, $gnt #1

Top accounts mentioned or mentioned by @ibladesi @bigcoveranch @crpconnect @shadetreecap @logicalnumbers @bigblockvette69 @fentanylsucks @thedemocrats @georgemaniereg @usroute41 @laziestofdans @daveymac62 @signpost365 @dnc @jerrydau @adoxen @majdav_ @cowpensbelt @majdav @amadeopanoptes

Top assets mentioned abrdn Global Infrastructure Income Fund (ASGI) Rithm Capital Corp. (RITM) ASA GOLD AND PRECIOUS METALS LIMITED (ASA) Nordek (NRK) DxChain (DX) Saber (SBR) CENTRAL FD CDA LTD CL A (CEF) AGNC Investment Corp. Common Stock (AGNC) Annaly Capital Management, Inc. (NLY) Vonage Holdings Corporation (VG) ARMOUR Residential REIT, Inc. (ARR) JPMorgan Chase (JPM) Interactive Brokers Group, Inc. (IBKR) Orbit Chain (ORC) PennyMac Financial Services, Inc. Common Stock (PFSI) ACRES Commercial Realty Corp. (ACR) Earn Network (EARN) Targa Resources Corp. (TRGP) Coeur Mining, Inc. (CDE) Brinker International, Inc. (EAT) Procter & Gamble (PG) Decentral Games (DG) Morgan Stanley (MS) Bank of America (BAC)

Top Social Posts

Top posts by engagements in the last XX hours

"why oh why is $IBKR showing $ASGI at $20.48"
X Link 2025-10-08T20:26Z 3061 followers, XXX engagements

"$JEQ is now history and everybody who owned as of 10/10/25 got shares in $ASGI"
X Link 2025-10-13T16:27Z 3061 followers, XXX engagements

"bar is set pretty low for $RITM on Thursday $XXXX is consensus . its earned more than that the last X straight quarters . and this is vs just a XX cent dividend still thing $PGRE buy is marking low in NYC SanFran office space but worry warts rule for now"
X Link 2025-10-28T14:43Z 3062 followers, XXX engagements

"$RITM got slammed after the $PGRE buy was announced when it filed a $750mln ATM offering MN just pulled that in conference call with this statement about $PGRE and Crestline acquisitions"
X Link 2025-10-30T13:33Z 3062 followers, XXX engagements

"@amadeopanoptes @MikeVranos @iBladesi CLO ytds $EARN -XX% $CLOZ +5% $EIC $SPMC -XX% $ECC -XX% $CCIF -XX% $OXLC -26%"
X Link 2025-11-05T20:02Z 3061 followers, XXX engagements

"$TRGP on a tear up XX% in November a few of the MLP CEF have this in their top X holdings"
X Link 2025-11-06T15:38Z 3061 followers, XXX engagements

"$SBR with a 35+ cent divvvy X 5/8% implied yield no clue why this would rally off that div which was lower than last month despite big increase in oil production XX% of revs from oil sold at $XXXXX not good for next month cuz price should be lower"
X Link 2025-11-07T17:17Z 3061 followers, XXX engagements

"@LogicalNumbers $SBR is OK in a taax free $KRP is an LP and not for tax free"
X Link 2025-11-07T18:30Z 3061 followers, XXX engagements

"huge day for shitcos . in just about every sector the shitcos are leading the pack higher . the #DumpsterDiverDuo @iBladesi & @LaziestofDans must be up 3-4%"
X Link 2025-11-21T19:35Z 3061 followers, XXX engagements

"+100bps for the good guys today . quite rare for me $KYN $MEGI $ASA $GSL $HQL $CDE $SBSW my heros $ONIT $MBI my only woofers with rate cut juices flowing again ( stupidly ) would surely think the USD ready to roll over and DXY to revisit XX handle soon"
X Link 2025-11-24T23:11Z 3061 followers, XXX engagements

"@signpost365 sell your $SBR while its still above $XX . its NOT going to like $50-55 oil"
X Link 2025-11-25T15:57Z 3061 followers, XX engagements

"$JACK is jacked XX% $EAT up X% Big Burrito up X% whatever has been whacked most in restaurants is doing best today"
X Link 2025-11-25T20:47Z 3062 followers, XXX engagements

"lets see where discos are today $KYN XX% $NML $PEO XX% $EMO X% $TYG X% $SRV X% $ASA $GNT XX% $GGN X% $CEF X% $MEGI X% $UTF X% $NXG X% $ASGI -X% $HQL $HQH XX% $PNI XX% $NRK X% $NAN -X% $VTN -X% really like $HQH $HQL. Their NAV linger at multi year highs . $SRV"
X Link 2025-11-26T14:28Z 3062 followers, XXX engagements

"$ASA up XX% $GDX up 10+% last X days while gold up XXX% . everybody wants back into the PM pool"
X Link 2025-11-26T18:26Z 3061 followers, XXX engagements

"c'mon $IBKR . $MITT-C went ex today and is green XX cents a share not red XX cents fix ya system"
X Link 2025-11-28T15:03Z 3061 followers, XXX engagements

"A $PG executive said US sales of the product categories the company competes in were down significantly in October & probably through November a cautionary note on American consumers spending heading into the holiday season"
X Link 2025-12-02T21:10Z 3061 followers, XXX engagements

"$DG up #BIGLY as as EPS crushes estimates . CEO says lots of Mercedes and BMW' s in their parking lots . lifts guidance for the year & planst open XXX news stores in 2026"
X Link 2025-12-04T14:40Z 3062 followers, XXX engagements

"wowza haven't owned $TEI in years but looking at that whopper special YE divvvy i grabbed some "
X Link 2025-12-05T21:02Z 3061 followers, XXX engagements

"was down 80bps at one point . now just X bps . throat sore .cannot believe the tumor they took out of neck size of an orange and 30-40yrs old as i never noticed even a slight bulge in neck . i see #shady is messing with $ASPS warrants again"
X Link 2025-11-14T16:29Z 3061 followers, XXX engagements

"$EMO closes XX% below ytd high $KYN : still XX% below ytd high $TYG $PEO X% below $NML X% $SRV XX% all the highs were early 2025 when 10yr was 75bps higher in yield and $HYG = $78-79 . these names have room for a nice Christmas rally"
X Link 2025-11-28T18:58Z 3061 followers, XXX engagements

"The Taco Bell DC 50k is an ultramarathon where participants must run to nine Taco Bells & eat an item off the menu at each location. The rules require participants to eat specific items such as a Chalupa Supreme or a Crunch Wrap Supreme & to provide receipts at the finish line"
X Link 2025-12-01T21:35Z 3061 followers, XXX engagements

"recall 11mos ago how there was a food fight to get shares in $VG IPO talk of $35-40 a share .then came at $XX now lifetime low $6+ . how is this possible"
X Link 2025-12-02T20:08Z 3059 followers, XXX engagements

"$AGNC at XX month highs even as lowest BV in its history .almost XX% premium to TBV $NLY at 3yr highs and XX% premium to BV $DX well under 2025 highs and XX% premium $ARR at at X% premium has to be years since that last happened"
X Link 2025-12-05T15:56Z 3060 followers, XXX engagements

"UST's pretty sideways today nearly zero chance they don't cut as the ones who want to hold rates know Trump will crucify them publicly & they will cause massive Christmas markets crash its all in the outlook after the cut today . turn hawkish on more cuts or surrender"
X Link 2025-12-10T14:54Z 3057 followers, XXX engagements

"infrastructure and $DX saving my day $ASGI $MEGI . XX week high $NXG green all day"
X Link 2025-10-02T18:58Z 3060 followers, XXX engagements

"$ECC $SPMC $OXLC down another 3-4% . these equity CLO players just trade like death with zippo specifc news"
X Link 2025-10-20T18:37Z 3060 followers, 1332 engagements

"new alltime lows for $VG . hey @christankerfund . are LNG tanker rates that bad i have hard time spotting where they are"
X Link 2025-11-24T19:01Z 3060 followers, XXX engagements

"Saba bought more $ASA like they do most every day now own XX% of the outstanding common"
X Link 2025-11-26T18:47Z 3060 followers, XXX engagements

"Jane Streetnet trading revenue for 2025 for the first nine months topped $XX billion more than the $XXXX billion it notched for all of last year & puts it ahead of Morgan Stanley Bank of America Corp. and Citigroup Inc. & you don't have to pay algos a bonus for the capper"
X Link 2025-12-01T17:03Z 3060 followers, XXX engagements

"$ARR & $ORC at premiums to Q3 BV despite -XX% and -XX% total returns over lifetime crazy but true hedgies continue piling into $NLY and $AGNC despite massive premiums to BV even $IVR with lifetime -XX% total return just X% under BV"
X Link 2025-12-04T16:34Z 3059 followers, XXX engagements

"$SBR announces worst dividend since late 2020 its share price was $XX back then .with nat gas prices up divvy will/should improve but its trading miles too rich"
X Link 2025-12-05T16:08Z 3060 followers, XXX engagements

"WTF happened at $SBR oil production cratered to like half rolling averages and might be worst on record . Gas was down huge too . I'd guess we'll see recovery of some missed production in next X months but $SBR still crazy overpriced . should be down 15-20%"
X Link 2025-12-05T16:20Z 3060 followers, XXX engagements

"@its_The_Dr sadly .@TheDemocrats have appointed so many completely off the wall looney left wing judges that this is needed . we have dozens of high level judges that will free murder suspects simply because they need to be on street to vote for @DNC pols"
X Link 2025-12-10T15:55Z 3057 followers, XX engagements

"$ALLY at 3yr highs a year ago all i read about was subprime car loans were imploding and would trigger the next financial crisis it drove $ALLY from $XX to $XX . now in 2nd half of 2025 $ALLY back at $XX & i read little on subprime car loan crisis"
X Link 2025-12-10T16:10Z 3057 followers, XXX engagements

"discos to NAV yld $KYN XX% XXX% $NML $EMO XX% XXX% XX% $PEO XX% XXX% $TYG X% XX% $SRV -X% XXXX% $GNT XX% XXXX% $ASA XX% .1% $GGN X% XXX% $CEF X% 0%"
X Link 2025-11-14T15:32Z 3058 followers, XXX engagements

"$MEGI XX% XXXX% $UTF X% XXX% $ASGI X% XXXX% $NXG -X% XXXX% $HQH XX% XXXX% $HQL X% XXXX% $PNI XX% X% $MYN XX% XXX% $NRK X% XXX% $VTN $NAN flat XXX% 7.5%"
X Link 2025-11-14T15:32Z 3058 followers, XXX engagements

"$FVR announces its going to buy back XX% of its stock"
X Link 2025-11-24T21:10Z 3058 followers, XXX engagements

"$AMLP over $XX for first time in 3+ months the benchmark MLP ETF retail done doing its year end selling they will probably buy it back at $XX in january hedgies giggle"
X Link 2025-12-04T16:59Z 3058 followers, XXX engagements

"$ORC at BV $IVR X% discount $TWO X% discount . GSE MREITS . buy $DX and/or $TWO"
X Link 2025-12-05T15:56Z 3058 followers, XXX engagements

"Chinas central bank added to its gold reserves for a 13th straight month according to data released on Sunday. Bullion held by the PBOC rose by 30k ounces last month bringing the total to around 74mln troy ounces. The current buying cycle began in November 2024"
X Link 2025-12-07T10:26Z 3058 followers, XXX engagements

"@craven_chria You forgot the cost to taxpayers of illegals getting flown in by Biden . Their free healthcare their free public school education the food stamps . Just fukk off with your nonsense . Even jackasses like @hakeemjeffries stopped the lies of no welfare for illegals"
X Link 2025-12-08T10:08Z 3058 followers, XX engagements

"$RITM pricing another mortgage CDO $494mln NRZT 2025-NQM6"
X Link 2025-11-24T21:11Z 3056 followers, XXX engagements

"college students should sue the living shit out of $JPM $GS $BAC $MS for running big ads on for summer intern programs that were only for blacks or LatinX or LBQT . i used to send to lawyer friends asking how this was even remotely legal at time"
X Link 2025-12-05T17:11Z 3057 followers, 1182 engagements

"@BasilnSageTrade has told me X times in last XX days will be there shortly if it snows hard i'm missed til spring and lawn dies under the spots with heavy leaves was buried over Thanksgiving family/friends asked if i needed help raking (smiling) i gotta be his oldest customer WTF"
X Link 2025-12-09T19:38Z 3056 followers, XX engagements

"concerns that rate cutting cycles may be ending soon. Yields on a Bloomberg gauge of long-dated government bonds have returned to 16-year highs with money market bets underscoring that sentiment & traders pricing virtually no more rate cuts from the European Central Bank"
X Link 2025-12-10T14:54Z 3057 followers, XXX engagements

"Jasmine Crockett campaign video released then quickly deleted. In it Trump calls her low IQ multiple times. why did her people delete the ad"
X Link 2025-12-10T15:06Z 3057 followers, XXX engagements

"Watchdog: CAIR Action Runs 'Unlicensed' Political Operation Openly pushes to create chaos in USA and grow Islamic terror"
X Link 2025-12-10T15:10Z 3057 followers, XXX engagements

"its not rate cuts the smart money begins to worry about its the size of national debts vs low GDP globally and why you see CB'svbuying gold even at alltime high prices .need to have some diversification from sovereign debt"
X Link 2025-12-10T15:35Z 3057 followers, XXX engagements

"$VG now barely over $X how can a brand new LNG tanker play drop like this absent rates cratering to record lows ( they haven't ) reeks of fraud or something $XX to $X in XX months in this sector just unheard of"
X Link 2025-12-10T17:08Z 3057 followers, XXX engagements

"$NXG $MEGI $ASGI $UTF $TCAI all green . infrastructure is beloved"
X Link 2025-08-28T14:39Z 3057 followers, XXX engagements

"infrastructure plays are heavily moved by interest rates ( lotsa debt to build infrastructure ) lower rates are very good news for them in longer run $NXG $MEGI $ASGI"
X Link 2025-09-05T16:58Z 3057 followers, XXX engagements

"nice tailwind for the infrastructure CEF like $ASGI $UTF $MEGI $NXG"
X Link 2025-10-13T18:45Z 3057 followers, XXX engagements

"sold some $SRV and $SHV to buy $HQL and $WDOFF"
X Link 2025-10-13T20:12Z 3057 followers, XXX engagements

"trades done today sold NLY pfd G sold some $ASGI vs bot $MEGI ( own lots of both ) added small size $ARLP and $GNT"
X Link 2025-10-15T22:05Z 3057 followers, XXX engagements

"$GGN out to X% disco to NAV vs XX week average of X% $GNT at XX% disco but thats also its XX week average $AMLP back over $XX is a X week high Challenger job cuts showing a XXX% jump in job cuts in October is giving UST a real stiffy as the @DNC screams "TRUMP RECESSION""
X Link 2025-11-06T14:09Z 3056 followers, XXX engagements

"yee haw for divvy increases . first the 30%'er at $TYG now the XX% increase at $HQH . now a XXXX% yield and a sweet XX% increase at $HQL now an XX 7/8% XX% discos to NAV to boot"
X Link 2025-11-12T18:06Z 3057 followers, XXX engagements

"getting zero notice on Friday was S&P revising $RITM outlook to Positive and affirming its B rating"
X Link 2025-11-17T17:09Z 3056 followers, XXX engagements

"$AMLP now green 35bps and hod . $KYN down 100bps still probably overdone"
X Link 2025-11-19T18:56Z 3058 followers, XXX engagements

"feels like somebody is selling $KYN simpply cuz its been decided to sell it YE tax selling or just a portfolio change or simply the sacrificial lamb to raise cash red 155bps while $AMLP still green .probably XX% disco to NAV tomorrow"
X Link 2025-11-19T20:25Z 3058 followers, XXX engagements

"Timber REITs been god awful $RYN $PCH . crushed . you'd think $XHB would be $60"
X Link 2025-11-19T23:23Z 3057 followers, XXX engagements

"$REM up X% today . GSE spread just 1bp tighter . no rhyme or reason for the move even $RITM and $TWO getting love c'mon @iBladesi . just cash in a few ingots and pay them $XX for $ONIT and do something more in life than creating big Porsche collection"
X Link 2025-11-21T16:59Z 3056 followers, XXX engagements

"$KOS going to be the first casualty of $XX oil its X 3/4% 2031 bond at lifetime low $XX today .was $XX at start of year"
X Link 2025-11-21T20:57Z 3057 followers, XXX engagements

"$KYN XX% disco to NAV . insanely cheap . i think a big holder been exiting for weeks now . $NML XX% $PEO XX% $EMO X% $TYG X% $SRV -X% $ASA XX% $GNT X% $GGN X% $MEGI XX% $UTF X% $NXG $ASGI -X% $HQL XX% $HQH XX% $PNI XX% $MYN X% $NRK X% $NAN flat $VTN -2%"
X Link 2025-11-24T14:46Z 3058 followers, XXX engagements

"anybody out there got thoughts onm why $MEGI trades so cheap to $NXG $ASGI"
X Link 2025-11-24T14:46Z 3058 followers, XXX engagements

"worth noting that $DSX offering to buy $GNK at its tangible book value ( $XXXXX ) . Coincidence or is TBV actually a decent valuation tool Keep in mind $GSL TBV is $XX at end of Q3 and will be over $XX by YE with more debt paydown coming"
X Link 2025-11-25T00:42Z 3057 followers, XXX engagements

"clearly nobody believes this $DSX buys $GNK story"
X Link 2025-11-25T16:46Z 3058 followers, XXX engagements

"$ARR X% disco $IVR X% disco $TWO X% disco will sell my $NLY before XX% premium add $DX and $TWO would be my call $RITM still XX% disco to BV . MN rips hair out"
X Link 2025-11-25T18:17Z 3056 followers, XXX engagements

"@CRPconnect pretty soon $PFSI might take a swipe at $RITM instead of $ONIT"
X Link 2025-11-25T18:21Z 3056 followers, XXX engagements

"@jerrydau was just off phone with somebody asking me why lifetime high $PFSI trades at 16x trailing earnings while similar structure / far higher divvy payer $RITM trades at 5+x trailing earnings . great question actually"
X Link 2025-11-26T20:36Z 3056 followers, XXX engagements

"back in January / February of 2025 $AMLP was trading at $51-52 with a lower cash dividend for a X 3/8% yield while the 10yr UST was up at X 3/4% and $HYG at $79-80"
X Link 2025-11-28T15:26Z 3058 followers, XXX engagements

"10yr now X% yield and $HYG now at $81+ & $AMLP has a X% higher dividend but its only at $XX 3/4 = X 3/8% i think it should be more like X 1/4% yield which requires a $XX 1/8 price . This would bump all MLP CEF much higher "
X Link 2025-11-28T15:26Z 3058 followers, XXX engagements

"discos to NAV $KYN $NML $PEO XX% $EMO X% $TYG X% $SRV X% $ASA $GNT XX% $GGN X% $CEF X% $MEGI X% $UTF X% $NXG flat $ASGI -X% $HQL XX% $HQH XX% $PNI XX% $MYN X% $NRK X% $NAN flat $VTN -4%"
X Link 2025-12-01T14:06Z 3056 followers, XXX engagements

"BTIG with a piece on $NLY . Lots off raves about how everything is going right for them but they only give it a HOLD cuz its so far above BV . they estimate BV is up X% so far in Q4 at $XX per share. They say $DX BV probably $XXXXX and $AGNC at $XXXXX & $RITM @ $13"
X Link 2025-12-01T16:00Z 3056 followers, XXX engagements

"and $TWO at $XXXXX out of XX mREITs they follow only X have BUY recs ( $DX & $RITM both with PT $XX $AGNC PT $XXXX $RWT @ $XXX $EFC $XXXX $AOMR $XXXX ) how do they have BUY on $AGNC when its at its PT & at massive premium to BV which they estimate is $XXX now"
X Link 2025-12-01T16:00Z 3056 followers, XXX engagements

"$RITM completed close of Crestline Management today. $RITM now has $102bln in investable assets ( $47bln on balance sheet and $55bln AUM ) as they grow in size one would think their relative cheapness to other asset management firms grows more obvious"
X Link 2025-12-01T23:07Z 3056 followers, 1583 engagements

"many thanks for your market support today while i was roadtripping . hey @adoxen . does anybody work on Long Island driving to Hamptons at 10am was like July 4th and XX degrees . bumper to fucking bumper . its like their job is just get in car and drive"
X Link 2025-12-03T23:54Z 3056 followers, XXX engagements

"got back like 3/4of yesterday's mini-crash ( at least in my P&L ) without doing a trade and with gold/silver/palladium all red . amazing USD continues rolling over . risk assets love that $OWL & $RC & $ACR up X% Dumpster divers getting early christmAS"
X Link 2025-12-03T23:54Z 3057 followers, XXX engagements

"discos to NAV $KYN XX% $NML $PEO XX% $EMO X% $TYG X% $ASA XX% $GNT XX% $GGN X% $CEF X% $HQL XX% $HQH XX% $MEGI XX% $UTF X% $NXG -X% $ASGI -X% $PNI XX% $NRK $MYN X% $NAN -X% $VTN -6%"
X Link 2025-12-04T15:12Z 3056 followers, XXX engagements

"$BXMT PT raised from $XX to $XX at $JPM . current price just X% disco to BV for a CRE mREIT seems rich to me . was that XX% dividend cut last year the bottom"
X Link 2025-12-04T15:55Z 3056 followers, XXX engagements

"recall that dumbass idea to rename Facebook into Meta because we were all going to live in this imaginary 'metaverse'. $70bln in losses later Zuck throwing in towel . If he had a brain get rid of $META and reclaim $FB"
X Link 2025-12-04T18:05Z 3056 followers, XXX engagements

"meme stox flying today $METC $METCB up 5-6% $BETR up XX% $CRWV up 9%"
X Link 2025-12-04T18:33Z 3057 followers, XXX engagements

"$HQH $HQL . 11-12% disco to NAV"
X Link 2025-12-05T14:42Z 3057 followers, XXX engagements

"hey all you dumb-ass GenZ types thinking @TheDemocrats will reduce living costs .think about what 20mln illegals getting help to buy or rent homes in USA has done to those costs . or millions of illegals getting SNAP/food stamps to food costs . and healthcare costs"
X Link 2025-12-05T19:07Z 3058 followers, XXX engagements

"EUROPEAN LEADERS AGREE ON NEED TO RAMP UP' UKRAINE SUPPORT EUROPEAN NATIONS TO CONTINUE UKRAINE TALKS IN COMING DAYS: UK yup. 'ramp up' = just more talk"
X Link 2025-12-08T18:28Z 3057 followers, XXX engagements

"CRE mREITs doing well today $ACR $STWD $SEVN $ABR $ACRE $CMTG all green while resi mREITs largely red"
X Link 2025-12-08T19:37Z 3058 followers, XXX engagements

"my P&L these days is like a US Open tennis finals the up & down moves are like X guys hitting 140mph vollleys back and forth at head snapping speed . fundies completely disconnected stocks that are designed for old rich guys to own to safely generate spending money"
X Link 2025-12-09T14:51Z 3057 followers, XXX engagements

"10yrs everywhere in world weakening thats why income stox got whacked yesterday a X% US 10yr would decimate MLP CEF mREITs muni bond funds junk bond funds and just about everything else some day ( possibly we all still alive ) will be that day when it"
X Link 2025-12-09T15:05Z 3056 followers, XXX engagements

"becomes obvious the global group think that debt levels could just keep rising forever blows up horribly ( @Ponzi1945 & @iBladesi ) with their stacks of precious metals get serious stiffies at the thought )"
X Link 2025-12-09T15:05Z 3057 followers, XXX engagements

"discos to NAV $KYN XX% $NML $PEO XX% $EMO X% $SRV X% ( XX weekwide ) $TYG X% $ASA XX% $GNT X% $GGN X% $CEF X% $MEGI XX% $UTF X% $NXG -X% $ASGI -X% $HQL XX% $HQH XX% $TEI X% ( goes ex $XXXXXX on 12/15 )"
X Link 2025-12-09T15:34Z 3056 followers, XXX engagements

"$PNI XX% $MHN X% $BNY X% $NRK $MYN X% $NAN flat $VTN -6%"
X Link 2025-12-09T15:34Z 3056 followers, XXX engagements

"getting very close to shorting $KBWB . lifetime highs priced to insane perfection like credit risk non-existent and yield curve about to steepen by 50bps all with $JPM getting bitchslapped today"
X Link 2025-12-09T19:35Z 3057 followers, XXX engagements

"$JPM's Marianne Lake said the bank anticipates spending $XXX billion next year driven by "volume- and growth-related expenses" strategic investments and the "structural consequence of inflation". gets whacked X% $KBWB still closes at alltime highs #SelllMortimer"
X Link 2025-12-09T21:01Z 3057 followers, XXX engagements

"given Hassett is all but annointed as he projects he wants LOTS MORE CUTS . UST traders should be getting short 10-20-30yr and long 2yr . oh and this headline on Bberg Global bond yields have risen to highs last seen in 2009 ahead of a key Fed meeting signaling"
X Link 2025-12-10T14:54Z 3057 followers, XX engagements

"Bond investors are now mulling the outlook for global growth examining inflation risks amid President Donald Trumps trade war and surging government debt from Tokyo to London. PANIC AT THE RATE CUTTING DISCO"
X Link 2025-12-10T14:54Z 3057 followers, XXX engagements

"@WallStreetMav USA has bankrupted itself via non-stop nation building wars and insane open borders policies that have blown our welfare system to the moon as well as just the way the federal govt grew itself into a monster when the failed auction comes and SS cut XX% gets medieval"
X Link 2025-12-10T15:02Z 3057 followers, XX engagements

"markets had terminal rate at XXX% vs now pricing in X 1/8% terminal rate too thats 1+ rate cuts extracted out but keep in mind back in Jan-Feb terminal rate was priced to XXX% before you wet yourself"
X Link 2025-12-10T15:35Z 3057 followers, XXX engagements

"Trump Says Colombias President Better Wise up President Trump says Colombias president has been fairly hostile to the US and that he better wise up or hell be next blaming Colombias leader for drugs coming into the US"
X Link 2025-12-10T21:20Z 3057 followers, XXX engagements

"el presidente probably big cust of @adoxen . he'll fly into long island and hide out in Ox's pool house"
X Link 2025-12-10T21:20Z 3057 followers, XXX engagements

"TRUMP: DON'T SEE WHY WE CAN'T HAVE XX% XX% GDP GROWTH cuz you'll get XX% inflation if it ever did that"
X Link 2025-12-10T21:25Z 3057 followers, XXX engagements