# ![@BobertBedford Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1851379621696258048.png) @BobertBedford Bob Bedford

Bob Bedford posts on X about $bmnr, in the, $val, $sbet the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1851379621696258048/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851379621696258048/c:line/m:interactions.svg)

- [--] Week [----------] +1,495%
- [--] Month [----------] +153,036%
- [--] Months [----------] +8,318%
- [--] Year [----------] +35,240%

### Mentions: [--] [#](/creator/twitter::1851379621696258048/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851379621696258048/c:line/m:posts_active.svg)

- [--] Week [--] +171%
- [--] Month [---] +243%
- [--] Months [---] +29%
- [--] Year [---] +695%

### Followers: [------] [#](/creator/twitter::1851379621696258048/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851379621696258048/c:line/m:followers.svg)

- [--] Week [---] +7.10%
- [--] Month [---] +21%
- [--] Months [---] +44%
- [--] Year [---] +932%

### CreatorRank: [---------] [#](/creator/twitter::1851379621696258048/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1851379621696258048/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [us election](/list/us-election)  [celebrities](/list/celebrities) 

**Social topic influence**
[$bmnr](/topic/$bmnr), [in the](/topic/in-the), [$val](/topic/$val) #49, [$sbet](/topic/$sbet), [stocks](/topic/stocks), [bullish](/topic/bullish), [inflation](/topic/inflation), [liquidity](/topic/liquidity), [ai](/topic/ai), [market](/topic/market)

**Top accounts mentioned or mentioned by**
[@taobanker](/creator/undefined) [@blondesnmoney](/creator/undefined) [@dampedspring](/creator/undefined) [@calvinfroedge](/creator/undefined) [@hkuppy](/creator/undefined) [@goforgrubes2](/creator/undefined) [@purpledrinkllc](/creator/undefined) [@roryjohnston](/creator/undefined) [@citrini7](/creator/undefined) [@sharplinkwhale](/creator/undefined) [@louiedaperl](/creator/undefined) [@omshanti08](/creator/undefined) [@fejauinc](/creator/undefined) [@paulomacro](/creator/undefined) [@rudyhavenstein](/creator/undefined) [@derivativesdon](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@agnostoxxx](/creator/undefined) [@crudeoil231](/creator/undefined) [@jbulltard1](/creator/undefined)

**Top assets mentioned**
[BITMINE IMMERSION TECH (BMNR)](/topic/$bmnr) [Validity (VAL)](/topic/$val) [SBET (SBET)](/topic/$sbet) [JOE (JOE)](/topic/$joe) [Exxon Mobil (XOM)](/topic/$xom) [Transocean LTD. (RIG)](/topic/$rig) [Costco Hot Dog (COST)](/topic/$cost) [Bitcoin (BTC)](/topic/bitcoin) [Bunge, Ltd. (BG)](/topic/$bg) [SharpLink Gaming (SBET)](/topic/sharplink) [Ethereum (ETH)](/topic/$eth) [Walmart, Inc. (WMT)](/topic/$wmt) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Mario Coin (COIN)](/topic/$coin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Dow Inc (DOW)](/topic/$dow) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Peabody Energy Corporation (BTU)](/topic/$btu) [Seadrill Limited (SDRL)](/topic/$sdrl) [IBM (IBM)](/topic/ibm)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@WarrenPies @dampedspring One thing I would say is that after a decade of being starved of yield the demand from the yield base investor has been relentless and that takes some time to work through the system - 4.5% after 2.5% for a decade is appealing and that mentality takes time to wash"  
[X Link](https://x.com/BobertBedford/status/1852409611271458922)  2024-11-01T17:57Z [--] followers, [---] engagements


"@WarrenPies @dampedspring Insitutional investors and retail (because of advisors) have been jumping over it. The weight of the supply takes a heck of a lot longer to run through the system than has been talked about. And the Treasury also starved the market of 10Y out since Q3"  
[X Link](https://x.com/BobertBedford/status/1852409969284452733)  2024-11-01T17:58Z [--] followers, [--] engagements


"@GoForGrubes2 We're headed for something pretty ugly here. Housing starts are scary. So much manipulation and false accounting"  
[X Link](https://x.com/BobertBedford/status/1852780012568506381)  2024-11-02T18:29Z [--] followers, [--] engagements


"Generally think this is very well done. However I would add that there is a subset of investors who are structural buyers of fixed income dependent on level. Meaning that they will change asset allocation IF yields hit a bogey (and other assets are up/ behaving). Part of the support for fixed income over the last year has been that flow - sell equities and buy bonds (pensions for example). So I would argue perhaps a little that the asset allocation is not static - it is level of bonds and level of bonds relative to risky assets sensitive"  
[X Link](https://x.com/BobertBedford/status/1854513760699928900)  2024-11-07T13:18Z [--] followers, [---] engagements


"@AndreasSteno Maybe he won't be inflationary either. I'm expecting a Hunter Biden pardon on day [--] too"  
[X Link](https://x.com/BobertBedford/status/1855317195888169028)  2024-11-09T18:31Z [--] followers, [---] engagements


"$MSTR is nothing like Enron. Enron was hiding things and cooking the books. @saylor is grifting in plain sight in a fully transparent manner. He's doing nothing wrong (legally). $SMCI is a disaster but $MSTR is the biggest scam in human history. 1000x worse than Enron. $SMCI is a disaster but $MSTR is the biggest scam in human history. 1000x worse than Enron"  
[X Link](https://x.com/BobertBedford/status/1857685360932769912)  2024-11-16T07:21Z [--] followers, [---] engagements


"Ok - so you're telling me sheet is going down hard into year end (for all the reasons noted). We have equity positioning at all-in hyper bullish levels and "oh you can't be anything but long here". We have a vacation on the Fed put and a Treasury that doesn't care until inauguration. We have megacap momo stalling and bitcoin turning heads to compete for capital flows. How am I not meant to be scared out of my freaking mind about stocks for the next [--] weeks"  
[X Link](https://x.com/BobertBedford/status/1857722492191662174)  2024-11-16T09:48Z [--] followers, [--] engagements


"@growthrapidly You didn't put $AMZN as an option"  
[X Link](https://x.com/BobertBedford/status/1858262370256035941)  2024-11-17T21:34Z [--] followers, [--] engagements


"@realhagetaka @buckbid I own $BTU and then more coal via $GLEN. I want the mix of thermal and met"  
[X Link](https://x.com/BobertBedford/status/1858663117955494222)  2024-11-19T00:06Z [--] followers, [---] engagements


"@Analystlearner Take a look at this dude: https://x.com/derivativesdon/status/1857146494736048464s=46 Leverage cocktail is brewing Fixed income guys now talking about how much balance sheet their equity brethren are requiring to provide equity TRS to support levered ETF business (think 2x 3x etc ETFs). Fits with talk of all time record open interest in futures space 1/4 https://x.com/derivativesdon/status/1857146494736048464s=46 Leverage cocktail is brewing Fixed income guys now talking about how much balance sheet their equity brethren are requiring to provide equity TRS to support levered"  
[X Link](https://x.com/BobertBedford/status/1858849886176702968)  2024-11-19T12:28Z [--] followers, [--] engagements


"@DerivativesDon So 75bps of cuts has hurt at the margins"  
[X Link](https://x.com/BobertBedford/status/1858882843205665169)  2024-11-19T14:39Z [--] followers, [--] engagements


"@winsteadscap $val"  
[X Link](https://x.com/BobertBedford/status/1859032097962541107)  2024-11-20T00:32Z [--] followers, [----] engagements


"@DerivativesDon @dampedspring @BobEUnlimited It's been growing a lot over the last few years - and mainly as you say on collateral. Despite everything that happened in [----] and after it corporate bonds are being used again for margin"  
[X Link](https://x.com/BobertBedford/status/1859228320342114654)  2024-11-20T13:32Z [--] followers, [---] engagements


"@JaredKubin Buffett dunking All the Buffett dunking. Sadly the best example is Saylor which might be Too Much MSTR for your list"  
[X Link](https://x.com/BobertBedford/status/1859674888983937063)  2024-11-21T19:06Z [--] followers, [---] engagements


"@DerivativesDon I agree. But living in introvert hell sucks right now"  
[X Link](https://x.com/BobertBedford/status/1864663125611458684)  2024-12-05T13:28Z [--] followers, [--] engagements


"@Dr_Gingerballs It's a great way to suck excess liquidity out of the system and prop up treasuries"  
[X Link](https://x.com/BobertBedford/status/1864664281897218342)  2024-12-05T13:33Z [--] followers, [--] engagements


"@blondesnmoney @redhairshanks86 Economy and ABNBs. Live a 200k lifestyle even if you are making a stick"  
[X Link](https://x.com/BobertBedford/status/1874147804698100133)  2024-12-31T17:37Z [--] followers, [---] engagements


"@GoForGrubes2 Yep - added some 30s today. You can't go much further without killing the QQQs (which is probably inevitable anyway) which causes bonds to rally"  
[X Link](https://x.com/BobertBedford/status/1877120580786299102)  2025-01-08T22:29Z [--] followers, [---] engagements


"@blondesnmoney New facility coming where you can repo needy 6s and 7s for genuine bombshell 10s. Trump Fed is gonna have everything mate"  
[X Link](https://x.com/BobertBedford/status/1877576315760431596)  2025-01-10T04:40Z [--] followers, [---] engagements


"@blondesnmoney Productivity drops if you ban beer in WI"  
[X Link](https://x.com/BobertBedford/status/1877798321592385606)  2025-01-10T19:23Z [--] followers, [---] engagements


"@blondesnmoney In February sells a leg"  
[X Link](https://x.com/BobertBedford/status/1878191033453871426)  2025-01-11T21:23Z [--] followers, [---] engagements


"@omshanti08 Yeesh - shorting TSLA"  
[X Link](https://x.com/BobertBedford/status/1879273984908468673)  2025-01-14T21:06Z [--] followers, [--] engagements


"@BenniKim Maybe he's thinking about putting a rig on Staten Island"  
[X Link](https://x.com/BobertBedford/status/1879299634285473937)  2025-01-14T22:48Z [--] followers, [--] engagements


"@GoForGrubes2 @jam_croissant I'm 100% supportive of your pin it makes 100% and is the only chance we have of rebooting this fucker. Do we think Trump can set aside his ego to allow this to happen"  
[X Link](https://x.com/BobertBedford/status/1880055805833351559)  2025-01-17T00:53Z [--] followers, [--] engagements


"@SFarringtonBKC Yellen was about beta Bessent will be about alpha @agnostoxxx"  
[X Link](https://x.com/BobertBedford/status/1881131984476647531)  2025-01-20T00:09Z [--] followers, [--] engagements


"@HodlDee 4) Set capital gains on said coin to 0%"  
[X Link](https://x.com/BobertBedford/status/1881319638648443354)  2025-01-20T12:35Z [--] followers, [--] engagements


"@WarrenPies @3F_Research I buy it. Equity markets have ignored bond yields for a large part of the cycle until they haven't. It's a step function when they care not linear"  
[X Link](https://x.com/BobertBedford/status/1881760413207130184)  2025-01-21T17:46Z [--] followers, [--] engagements


"@CRUDEOIL231 Pushes BRICS closer pushes OPEC closer"  
[X Link](https://x.com/BobertBedford/status/1885906200677454257)  2025-02-02T04:20Z [--] followers, [---] engagements


"@UnintendedCons5 @GoldmanSachs Any decent bank strategists find a home on the buy side pretty damned quickly"  
[X Link](https://x.com/BobertBedford/status/1886122166543929494)  2025-02-02T18:39Z [--] followers, [--] engagements


"@SFarringtonBKC If you look at the split Dems to Reps on the Michigan survey it's comical. Dems were at 5% and Reps were at 0%"  
[X Link](https://x.com/BobertBedford/status/1888015493614666139)  2025-02-08T00:02Z [--] followers, [--] engagements


"@taobanker @Citrini7 I wish he'd launch an active ETF already. @alphaarchitect make it happen"  
[X Link](https://x.com/BobertBedford/status/1888252164432085144)  2025-02-08T15:42Z [--] followers, [---] engagements


"@blondesnmoney Redheads and the poorhouse"  
[X Link](https://x.com/BobertBedford/status/1889010759021064553)  2025-02-10T17:57Z [--] followers, [---] engagements


"@taobanker Fuck - I bought some $BG ama"  
[X Link](https://x.com/BobertBedford/status/1889351889457954989)  2025-02-11T16:32Z [--] followers, [--] engagements


"@jbulltard1 He's not buying a stock though. he's buying TIPS with a much higher real yield and better tax treatment. That's what $OXY represents. Same with $CB. I'd also argue why $BG looks incredible value here"  
[X Link](https://x.com/BobertBedford/status/1889354548147589201)  2025-02-11T16:43Z [--] followers, [--] engagements


"@ToffCap One doesn't simply walk into Mordor and buy $VAL"  
[X Link](https://x.com/BobertBedford/status/1895102077782626453)  2025-02-27T13:21Z [--] followers, [---] engagements


"@theroichannel Nah the market can be stupid and we can be stupid by committing capital for several years waiting for it to breakout"  
[X Link](https://x.com/BobertBedford/status/1895277814380958201)  2025-02-28T01:00Z [--] followers, [--] engagements


"@Dcpcooks @profplum99 Definitely the passive effect in what they were buying but mainly due to the equity underperformance of bonds during the month - they have fixed policy weights to get back to and if you're an institutional asset manager you buy at the close (don't take active risk)"  
[X Link](https://x.com/BobertBedford/status/1895864598135468174)  2025-03-01T15:51Z [--] followers, [---] engagements


"@Dcpcooks @profplum99 My guess is we return to fragility next week. Fragile and illiquid markets also realize to the upside and not every day in a drawdown is up"  
[X Link](https://x.com/BobertBedford/status/1895866627968942152)  2025-03-01T16:00Z [--] followers, [--] engagements


"@walststocker @AlphaArkInvest @alamo23445 Sorry I was talking $VAL"  
[X Link](https://x.com/BobertBedford/status/1895934349020901599)  2025-03-01T20:29Z [---] followers, [---] engagements


"@Ashton_1nvests $JOE"  
[X Link](https://x.com/BobertBedford/status/1896683460191981987)  2025-03-03T22:05Z [---] followers, [--] engagements


"@alamo23445 According to Bloomberg $VAL had $172 mil of remaining authorization for buybacks. They had $368 mil of cash at year end. Could quite possibly have had a very big bite this morning"  
[X Link](https://x.com/BobertBedford/status/1896979524346314897)  2025-03-04T17:42Z [---] followers, [---] engagements


"@Josh_Young_1 Tell me the spot price and I'll give you an answer"  
[X Link](https://x.com/BobertBedford/status/1898777805644582921)  2025-03-09T16:48Z [---] followers, [---] engagements


"@blondesnmoney @walt373 If you Gazprom treasuries and US stock (you cannot sell) then it's game-fucking-over and gold roofs the same day"  
[X Link](https://x.com/BobertBedford/status/1898820014456648131)  2025-03-09T19:35Z [---] followers, [---] engagements


"There is no secondary market right now. Multiple endowments/ pensions/ foundations are massively overweight private markets and underweight public's as they aren't getting distributions. Good old Goldman sterling up and doing 20c on the dollar loans against privates and SOFR + outrageous"  
[X Link](https://x.com/BobertBedford/status/1898917454576808229)  2025-03-10T02:02Z [---] followers, [--] engagements


"I've seen this posted so many times today on the same day I've been thinking it's time to catch a knife in $BTU given the natty spike. Red Hill Mining Town my favorite track. It's a sign. On this day in [----] U2 released their fifth studio album The Joshua Tree. It would top the charts in over [--] countries and is one of the worlds best-selling albums with over [--] million copies sold. What are your thoughts on this album Favourite tracks #U2 https://t.co/uPn6LYeY1v On this day in [----] U2 released their fifth studio album The Joshua Tree. It would top the charts in over [--] countries and is one"  
[X Link](https://x.com/BobertBedford/status/1898940661572731159)  2025-03-10T03:35Z [---] followers, [---] engagements


"@blondesnmoney It looks like trending themes are out - it's a choppy/ whippy traders tape here"  
[X Link](https://x.com/BobertBedford/status/1899566231000104969)  2025-03-11T21:00Z [---] followers, [---] engagements


"@JediQuantum @RudyHavenstein Same - in that zip code. Until proven wrong this is 1973"  
[X Link](https://x.com/BobertBedford/status/1899968922306109495)  2025-03-12T23:41Z [---] followers, [--] engagements


"@KrisAbdelmessih If you look at Larry Summers work on what inflation has actually been over the last [--] years you could argue that real rates were never actually positive"  
[X Link](https://x.com/BobertBedford/status/1899970299283513844)  2025-03-12T23:46Z [---] followers, [---] engagements


"@SchrodingersAlt If you move to somewhere like Thailand or Croatia all good. Nowhere near in the US"  
[X Link](https://x.com/BobertBedford/status/1901466115345121721)  2025-03-17T02:50Z [---] followers, [---] engagements


"I have offshore too. But when I am looking at options it's a function of how much I think the price can move and the price I have to pay for that movement over the period I am willing to wait. Sure I think $VAL can move way more than $XOM but I bought my leaps at a [--] vol and I'd have to pay [--] on $VAL - leverage was juicier in the more boring name"  
[X Link](https://x.com/BobertBedford/status/1901473189173047749)  2025-03-17T03:18Z [---] followers, [---] engagements


"@orrdavid Related to the insurance business Taking in premiums on long term annuity contracts (which isn't cashflow) and putting that to work in credit/ RE etc"  
[X Link](https://x.com/BobertBedford/status/1902062245619617981)  2025-03-18T18:19Z [---] followers, [--] engagements


"@CuriousinFuture @taobanker Why does Hedge Fund manager XYZ charge 2&20"  
[X Link](https://x.com/BobertBedford/status/1902484297212104833)  2025-03-19T22:16Z [---] followers, [---] engagements


"@VanIsleInvestor $COST is my fave short"  
[X Link](https://x.com/BobertBedford/status/1902493030009204963)  2025-03-19T22:50Z [---] followers, [--] engagements


"@YellowLabLife what in the heck is happening with Daddy- $GLEN here. I mean damned I realize the coals are in the shitter but copper is having its moment in the sun. Seems semi-generationally cheap. Flushed all the way to [----] levels"  
[X Link](https://x.com/BobertBedford/status/1903457602748481737)  2025-03-22T14:43Z [---] followers, [---] engagements


"@taobanker Mean reversion/ positioning flush is the theme of the day/ week. Crowded longs in bonks and crowded shorts in stonks"  
[X Link](https://x.com/BobertBedford/status/1904182650836750493)  2025-03-24T14:44Z [---] followers, [---] engagements


"@GoForGrubes2 Mean reversion week feels - bonds down stocks up. If you did badly last few weeks you are up this week and vice versa. We're at crucial point on your pinned. Thesis has become mainstream (see McElligott podcast). Need to see the whites of the eyes of downturn in eco here"  
[X Link](https://x.com/BobertBedford/status/1904251021670404098)  2025-03-24T19:16Z [---] followers, [--] engagements


"@AahanPrometheus @dampedspring @donnelly_brent Go work for state street and we'll think about it"  
[X Link](https://x.com/BobertBedford/status/1904659811733565635)  2025-03-25T22:21Z [---] followers, [--] engagements


"@value_invest12 There are only [--] samples here"  
[X Link](https://x.com/BobertBedford/status/1909940216728535170)  2025-04-09T12:03Z [---] followers, [--] engagements


"@DerivativesDon And a lot of money parked in T's waiting for spreads to widen on top of that. It's why IG spreads have dramatically outperformed equity vol in this sell off"  
[X Link](https://x.com/BobertBedford/status/1910346089242198433)  2025-04-10T14:56Z [---] followers, [--] engagements


"Think the panic in CLO's narrtive is so overblown. Like people own this floating stuff as a cash + product. Literally looks good against anything else on balance sheet (stocks [--] year treasuries IG HY). People sell collateral to pay margin and they sell to go down the risk spectrum"  
[X Link](https://x.com/BobertBedford/status/1911868098694504833)  2025-04-14T19:44Z [---] followers, [---] engagements


"@VanIsleInvestor You don't normally get that list without $FFH to complete the set"  
[X Link](https://x.com/BobertBedford/status/1912679393895272658)  2025-04-17T01:27Z [---] followers, [--] engagements


"@eggwalkingdog @MelMattison1 @LukeGromen Avoid TIPS Equities do ok Depending on the type of inflation commodities rocket ship Just look for real hard assets that have long lives and provide a yield"  
[X Link](https://x.com/BobertBedford/status/1914013533857014056)  2025-04-20T17:49Z [---] followers, [--] engagements


"$COIN What's not to likely about: - Bitcoin correlation - Blackrock of crypto asset management - JP Morgan of crypto banking - AWS of crypto infrastructure - Visa of crypto payments At close to the lows of the $COIN/ #Bitcoin ratio after an enormous selloff trading at a FCF yield of 5% or so when you adjust for SBC"  
[X Link](https://x.com/BobertBedford/status/1916306999005917252)  2025-04-27T01:42Z [---] followers, [---] engagements


"@sdav1986 $900bn isn't even middle class any more"  
[X Link](https://x.com/BobertBedford/status/1918012058274074796)  2025-05-01T18:38Z [---] followers, [--] engagements


"Excellent pod with @BillAckman on master planned communities. My eggs are in the $JOE basket. $HHH is a similar story. https://podcasts.apple.com/us/podcast/the-world-according-to-boyar/id1374552755i=1000696631660 https://podcasts.apple.com/us/podcast/the-world-according-to-boyar/id1374552755i=1000696631660"  
[X Link](https://x.com/BobertBedford/status/1918813922821296605)  2025-05-03T23:44Z [---] followers, [----] engagements


"@taobanker I don't like keto forever - but for fixing things and getting back to my neutral weight nothing works better for me (except for carnivore - but that's just keto extreme)"  
[X Link](https://x.com/BobertBedford/status/1919496735501566109)  2025-05-05T20:57Z [---] followers, [--] engagements


"@siyul If they don't start aggressive buybacks here do we think this indicates they are building a war chest for a $SDRL acquisition"  
[X Link](https://x.com/BobertBedford/status/1919730749843861986)  2025-05-06T12:27Z [---] followers, [---] engagements


"@TommyDeepwater @ValueStreamEn Tommy - you think $VAL are going to slam the buybacks or are they liquidating what they can to build a war chest for $SDRL"  
[X Link](https://x.com/BobertBedford/status/1919749386839490791)  2025-05-06T13:41Z [---] followers, [---] engagements


"@judahrhodie @MiamKitty Yep pastry was as you describe - let it cool for 2+ hours. Worked well - like I say tomatoes a bit less cooked would have been bueno. And not brave - I'm in the Midwest. Could serve a turd sandwich and impress people 😂"  
[X Link](https://x.com/BobertBedford/status/1921382650389975551)  2025-05-11T01:51Z [---] followers, [--] engagements


"@MrnllMtt CBDC coming innit"  
[X Link](https://x.com/BobertBedford/status/1921522472333066244)  2025-05-11T11:07Z [---] followers, [--] engagements


"@DeepDishEnjoyer They're reloading the gun with the tax bill. Then some crypto BS. Then eventually Bessent will load a bazooka to stop treasury yields from gapping"  
[X Link](https://x.com/BobertBedford/status/1921953747132960977)  2025-05-12T15:40Z [---] followers, [---] engagements


"@PurpleDrink_LLC You'll run out of market liquidity with 200% annual returns way quicker than you think"  
[X Link](https://x.com/BobertBedford/status/1939332553439080769)  2025-06-29T14:38Z [---] followers, [---] engagements


"@aurelius_787 @SawyerMerritt He sees that his revenue streams are dead if he doesn't find a haul Mary to replace them"  
[X Link](https://x.com/BobertBedford/status/1943179284685676690)  2025-07-10T05:23Z [---] followers, [---] engagements


"@PurpleDrink_LLC Is the biggest threat to rippy for the rest of the year. If inflation is under control bonds are under control stocks are mooning into deteriorating (but not recessionary) growth and the perception of stimmies around it. Oil fux with that"  
[X Link](https://x.com/BobertBedford/status/1943674906085925313)  2025-07-11T14:13Z [---] followers, [--] engagements


"@TommyDeepwater I have to admit if $VAL didn't execute some buybacks under their authorization in Q2 I'm going to be disappointed"  
[X Link](https://x.com/BobertBedford/status/1944048005000159546)  2025-07-12T14:55Z [---] followers, [---] engagements


"@CaptainRoyen The most upside Probably. The best bet - $GLEN in my view. Copper and trading too but I took losses and rolled almost everything into $GLEN"  
[X Link](https://x.com/BobertBedford/status/1945157605166358733)  2025-07-15T16:24Z [---] followers, [---] engagements


"@irbezek Put the trading to one side. Commissions are way too high. Look at everything they are doing defi/ custody/ payments etc: you got a little bit of Visa/ CME/ AWS/ Chase/ Northern Trust (custody) all mixed together"  
[X Link](https://x.com/BobertBedford/status/1945161374088228947)  2025-07-15T16:39Z [---] followers, [--] engagements


"@taobanker @WhackoMacro I only found him a few months ago and have been drinking from the firehose ever since. He just makes so much sense"  
[X Link](https://x.com/BobertBedford/status/1945180048098558454)  2025-07-15T17:53Z [---] followers, [--] engagements


"@DerivativesDon I mean that's what MMT asserts right"  
[X Link](https://x.com/BobertBedford/status/1945307532911681768)  2025-07-16T02:20Z [---] followers, [---] engagements


"@Sleepysolcap I went for $BG. Almost all my gains gone now"  
[X Link](https://x.com/BobertBedford/status/1945657766502187245)  2025-07-17T01:32Z [---] followers, [--] engagements


"@HighyieldHarry I wish I had room but I still got some mezz [----] CDO Squared taking up my entire 401k balance"  
[X Link](https://x.com/BobertBedford/status/1945959666124464375)  2025-07-17T21:31Z [---] followers, [--] engagements


"@SquirrelMacro @BenBrey "The Gap". I think David Dredge summarizes the complex well with his characterization of Sharpe World. Do not underestimate the perpetual and need for duration from institutional players. The game was rigged this way - and the boomers want their guaranteed income products"  
[X Link](https://x.com/BobertBedford/status/1946391048449610097)  2025-07-19T02:06Z [---] followers, [---] engagements


"@BenBrey @SquirrelMacro @ConvexityDredge My life these days is telling insurers and pensions that it's fun and cute to wait for credit spreads to widen but literally everyone I talk to is underweight spreads and waiting for a widening. SPX down 20% and spreads widened 30bps and you couldn't even trade it"  
[X Link](https://x.com/BobertBedford/status/1946404755472843133)  2025-07-19T03:00Z [---] followers, [--] engagements


"@ConvexityDredge @BenBrey @SquirrelMacro Yes. YES You can rent them but you can't own them - doomed to be crushed in real terms. Charles Gave has this wonderful new book out on asset allocation - but the summary right now is that bonds aren't preserving real purchasing power and so you own gold instead"  
[X Link](https://x.com/BobertBedford/status/1946423483430219871)  2025-07-19T04:14Z [---] followers, [--] engagements


"@GoForGrubes2 Maybe a bit of sell the rumor on JPY elections the last few weeks and now buy the fact"  
[X Link](https://x.com/BobertBedford/status/1947301652584706452)  2025-07-21T14:24Z [---] followers, [--] engagements


"@RudyHavenstein Epstein wasn't the first man on the moon"  
[X Link](https://x.com/BobertBedford/status/1947317911875428728)  2025-07-21T15:29Z [---] followers, [--] engagements


"@judahrhodie Said it once I'll say it again. That's your new Fed Chair"  
[X Link](https://x.com/BobertBedford/status/1947742028806144508)  2025-07-22T19:34Z [---] followers, [--] engagements


"@JaredKubin @onodacapital1 Mercury is in retrograde (only half kidding). But giving mini carry blowup/ momo unwind vibes of August [--] again - albeit implied correlation hasn't been ramping much"  
[X Link](https://x.com/BobertBedford/status/1947779419302441165)  2025-07-22T22:02Z [---] followers, [---] engagements


"@taobanker $10 a quarter. End 2027"  
[X Link](https://x.com/BobertBedford/status/1947829243397738658)  2025-07-23T01:20Z [---] followers, [---] engagements


"@Mr_Derivatives They have to be close to done with the ATM meaning there's likely 100mm shares or so putting market cap at $4bn. They most likely have 1.5bn-2bn of ETH and 0.25bn-0.75bn of cash. So looking at somewhere in the 2X from an mNAV"  
[X Link](https://x.com/BobertBedford/status/1948026076678246611)  2025-07-23T14:23Z [---] followers, [----] engagements


"Well and $JOE crushed it again. 8/10 quarter. @hkuppy"  
[X Link](https://x.com/BobertBedford/status/1948185241933185040)  2025-07-24T00:55Z [---] followers, [---] engagements


"@taobanker Nah - we won't need limestone with AGI just Brawndo"  
[X Link](https://x.com/BobertBedford/status/1948751858194944116)  2025-07-25T14:27Z [---] followers, [--] engagements


"@taobanker Interesting. I'm no rock expert. But the London discount drives me crazy (doesn't help having a lot of deferred stock GBP denominated)"  
[X Link](https://x.com/BobertBedford/status/1948826866082873533)  2025-07-25T19:25Z [---] followers, [--] engagements


"@irbezek Well according to Grok the actuarial probability of him dying in office given his age of [--] is 20% (using population mortality - you can argue the toss if he is healthy or not than the average American)"  
[X Link](https://x.com/BobertBedford/status/1948833285469339697)  2025-07-25T19:50Z [---] followers, [---] engagements


"@RealJimChanos I mean it's not Costco but we'll take it"  
[X Link](https://x.com/BobertBedford/status/1948932307940769838)  2025-07-26T02:24Z [---] followers, [--] engagements


"@CoinbaseDuck @brian_armstrong @jessepollak @coinbase @base Be the casino not the punter. Steve Wynn ain't out playing the $1000 slots is he"  
[X Link](https://x.com/BobertBedford/status/1949103900411166884)  2025-07-26T13:45Z [---] followers, [---] engagements


"@fejau_inc They become an ETF to the downside. To the upside they're a classic ponzi"  
[X Link](https://x.com/BobertBedford/status/1950195227961987431)  2025-07-29T14:02Z [---] followers, [---] engagements


"@NatgasTurk Gonna $BTU with an awful acquisition"  
[X Link](https://x.com/BobertBedford/status/1950657085818950125)  2025-07-30T20:37Z [---] followers, [---] engagements


"@sharplinkwhale Once you're in the ponzi you want more ponzi-ing. Kind of a dumb thing for them to complain about"  
[X Link](https://x.com/BobertBedford/status/1950691045789823348)  2025-07-30T22:52Z [---] followers, [---] engagements


"@GoForGrubes2 Seriously this inspired me to say to the wife "let's do a cull on all our subs". $250 a month later"  
[X Link](https://x.com/BobertBedford/status/1952170875484352889)  2025-08-04T00:53Z [---] followers, [--] engagements


"@lasse108 NO - you already killed one rally. No more jinxing"  
[X Link](https://x.com/BobertBedford/status/1952779382407237642)  2025-08-05T17:11Z [---] followers, [--] engagements


"@dampedspring All depends on your point of view of what home is. Charles Gave wrote an interesting short book (it's free on Gavekal) about using gold as the denominator to set asset allocation: if an asset can't beat gold then it has no use"  
[X Link](https://x.com/BobertBedford/status/1953193607701111141)  2025-08-06T20:36Z [---] followers, [---] engagements


"@PiggyvanWinkle The $ gain is [---] irrelevant. ETH/ share mNAV are the only relevant metrics"  
[X Link](https://x.com/BobertBedford/status/1953480683344548241)  2025-08-07T15:37Z [---] followers, [--] engagements


"@blondesnmoney You mean GAWP I'm going with $COST"  
[X Link](https://x.com/BobertBedford/status/1953524540606238848)  2025-08-07T18:31Z [---] followers, [---] engagements


"@HenrikZeberg To be fair it actually looks much more like the 1920s investment trusts bubble than subprime"  
[X Link](https://x.com/BobertBedford/status/1953860588066488733)  2025-08-08T16:47Z [---] followers, [---] engagements


"@epictrades1 [--] million volume. Assume they did 10-15% of that as ATM (there recent track record is 15%). Like [---] to 750mm of proceeds in the door today. They gotta be close to having to file for more room to issue They're gonna be at 1% of ETH by the end of Monday"  
[X Link](https://x.com/BobertBedford/status/1953910062914601041)  2025-08-08T20:03Z [---] followers, [--] engagements


"@RaberTrades It'll underperform $BMNR though. $SBET losing the race"  
[X Link](https://x.com/BobertBedford/status/1954268206157209970)  2025-08-09T19:47Z [---] followers, [---] engagements


"@ChillonValue @SharpLinkGaming @ethereumJoseph Or just switch to $BMNR and join the winning side"  
[X Link](https://x.com/BobertBedford/status/1954270077798224198)  2025-08-09T19:54Z [---] followers, [--] engagements


"@ProdDesignerSam @ethereumJoseph Only if ETH goes to $35k. $BMNR is the ticker"  
[X Link](https://x.com/BobertBedford/status/1954270381285711953)  2025-08-09T19:55Z [---] followers, [---] engagements


"@SharpLinkGaming $SBET is on it's way to being just another $ETH ETF with an mNAV of [--]. $BMNR is the winner in this race. Anyone can see it"  
[X Link](https://x.com/BobertBedford/status/1954270853849567237)  2025-08-09T19:57Z [---] followers, [---] engagements


"@SFarringtonBKC @BushwoodCap @basilialukos @BillBrewsterTBB @TSOH_Investing @Chilis I added some this week. I'm going to add more but I'm just figuring out what I want to sell to add"  
[X Link](https://x.com/BobertBedford/status/1954602963294716082)  2025-08-10T17:57Z [---] followers, [--] engagements


"@Citrini7 White House just making markets 40% wide and riding the bid/ offer"  
[X Link](https://x.com/BobertBedford/status/1954689484554994173)  2025-08-10T23:41Z [---] followers, [---] engagements


"@mikealfred Technically. $BMNR is a miner and tops this list"  
[X Link](https://x.com/BobertBedford/status/1954702116066295971)  2025-08-11T00:31Z [---] followers, [----] engagements


"@sharplinkwhale If $BMNR does well then yes they all do well. BUT the leader will command the biggest mNAV premium and that gap is likely to widen. They all do well but everyone else starts to look like an ETH ETF with staking"  
[X Link](https://x.com/BobertBedford/status/1954912764629229950)  2025-08-11T14:28Z [---] followers, [---] engagements


"My best guess is $BMNR currently sits on about [---] - [---] million of shares with [----] million ETH and likely a slug of cash. Putting mNAV in the [--] to [---] zone"  
[X Link](https://x.com/BobertBedford/status/1954916854071431319)  2025-08-11T14:44Z [---] followers, [---] engagements


"$BMNR - I see it as a call option on grift and stupid as we move towards max stupid over the next few months. Only added a sprinkle as you don't need a lot to make a difference to returns if these things work. But classic reflexivity setup and Tom Lee is a perfect parallel to Saylor"  
[X Link](https://x.com/BobertBedford/status/1954970389865767219)  2025-08-11T18:17Z [---] followers, [---] engagements


"@AlvaApp @CryptoGodJohn $BMNR is doing 2-3x the ATM share issuance as $SBET. But it's the leader so the market is sucking it up"  
[X Link](https://x.com/BobertBedford/status/1954971684294771022)  2025-08-11T18:22Z [---] followers, [---] engagements


"You don't play value in a momentum game. I think the winner keeps on winning (accreting mNAV multiple) and the second place doesn't do as well. $BMNR is at double the $ETH and while Joe Lubin has far grander crypto-chops Tom Lee just SCREAMS hype-man/ Charles Ponzi and is on CNBC twice a week"  
[X Link](https://x.com/BobertBedford/status/1954973505423868333)  2025-08-11T18:29Z [---] followers, [----] engagements


"@web3_eth Have to strongly disagree. $SBET is on its way to being a staking ETF (in effect). $BMNR will attract all the flows and mNAV will continue to rerate higher"  
[X Link](https://x.com/BobertBedford/status/1955305163440201761)  2025-08-12T16:27Z [---] followers, [---] engagements


"The wrong answer is "issuance". $BMNR is issuing far more in $ terms. The simple answer is that Lubin isn't anywhere near as good of a hype man as Tom Lee. There's only going to be one winner here. There's no advantage in trying to play value in a momentum-ponzi. $SBET just becomes a staking ETF while BMNR continues to increase its mNAV as more capital flows in"  
[X Link](https://x.com/BobertBedford/status/1955309206971601128)  2025-08-12T16:43Z [---] followers, [---] engagements


"@PurpleDrink_LLC By my math $BMNR is able to issue about 9% of the volume in the ATM (just looking at the total volume between the changes in share count). That's like half a B of new cash just today"  
[X Link](https://x.com/BobertBedford/status/1955316745511538974)  2025-08-12T17:13Z [---] followers, [---] engagements


"By my calculations between the last two updates on the share count $BMNR is able to issue about 9% of the daily volume through the ATM facility. Today alone and it's only 2ET that means they've already likely raised [---] million additional cash"  
[X Link](https://x.com/BobertBedford/status/1955326067784233061)  2025-08-12T17:50Z [---] followers, [---] engagements


"@StealthQE4 5/10 maybe 6/10 at a push: it's going to get a lot more retardio before this is over"  
[X Link](https://x.com/BobertBedford/status/1955390608132247587)  2025-08-12T22:07Z [---] followers, [---] engagements


"@DJohnson_CPA I had $BMNR doing 9% of the volume via ATM over the last two weeks or so up until last night close. So your 10% isn't crazy far off so long as it scales to the higher volume"  
[X Link](https://x.com/BobertBedford/status/1955475625466269725)  2025-08-13T03:44Z [---] followers, [---] engagements


"@RnaudBertrand Pay tribute to Rome"  
[X Link](https://x.com/BobertBedford/status/1955587229784719714)  2025-08-13T11:08Z [---] followers, [----] engagements


"@sharplinkwhale They are the second best in terms of fund raising ability and total ETH"  
[X Link](https://x.com/BobertBedford/status/1956094962753528143)  2025-08-14T20:45Z [---] followers, [---] engagements


"@NymexGor @RiskOnBobby Yeah there's so many assumptions going into this I could buy that too All I know is they it's way higher than $SBET and that they have to have been printing ATM this week"  
[X Link](https://x.com/BobertBedford/status/1956116839710515617)  2025-08-14T22:12Z [---] followers, [---] engagements


"@signulll Just eat steak and chill"  
[X Link](https://x.com/BobertBedford/status/1956138982531911752)  2025-08-14T23:40Z [---] followers, [---] engagements


"@coinsavage How long until $SBET holders realize the ONLY advantage in this space is having the highest mNAV multiple so you can sell more shares and accrete NAV"  
[X Link](https://x.com/BobertBedford/status/1956329407498301688)  2025-08-15T12:17Z [---] followers, [---] engagements


"And so $SBET is completing its transformation into an ETF"  
[X Link](https://x.com/BobertBedford/status/1956356536604774738)  2025-08-15T14:05Z [---] followers, [---] engagements


"@sharplinkwhale @SharpLinkGaming @ethereumJoseph @joechalom Thank you iShares for having the second best ethereum ETF to $SBET. We enjoy how you both maintain an mNAV of 1"  
[X Link](https://x.com/BobertBedford/status/1956357931265405258)  2025-08-15T14:10Z [---] followers, [---] engagements


"@BuyTheDiplo Make it [--] and [--]. The winner is clear"  
[X Link](https://x.com/BobertBedford/status/1956402151007154357)  2025-08-15T17:06Z [---] followers, [----] engagements


"@B2Lammy @sharplinkwhale Fundstrat can't buy $BMNR due to conflict of interest"  
[X Link](https://x.com/BobertBedford/status/1956416194379948430)  2025-08-15T18:02Z [---] followers, [---] engagements


"$ETHA -3.5% $BMNR -4.4% $SBET - 15.5% Looks like we have a clear leading $ETH treasury company. The $MSTR of $ETH is $BMNR. Good luck to all the ETFs"  
[X Link](https://x.com/BobertBedford/status/1956447143448727896)  2025-08-15T20:05Z [---] followers, [----] engagements


"@sharplinkwhale @smyyguy I mean how can mNAV be much above [--] for $SBET right now. I know you want that to not be the case but doesn't mean you just attack someone"  
[X Link](https://x.com/BobertBedford/status/1956742205961376007)  2025-08-16T15:37Z [---] followers, [---] engagements


"@sharplinkwhale @smyyguy So where do you have mNAV right now for $SBET"  
[X Link](https://x.com/BobertBedford/status/1956742519934337203)  2025-08-16T15:39Z [---] followers, [---] engagements


"@partners_road Is productivity based deflation really that bad This isn't a debt deflationary spiral - it's that they're making amazing products for dirt cheap prices"  
[X Link](https://x.com/BobertBedford/status/1957089114567700742)  2025-08-17T14:36Z [---] followers, [----] engagements


"@YodaStockInvest $JOE $VAL $COIN $GLEN"  
[X Link](https://x.com/BobertBedford/status/1959103748405383284)  2025-08-23T04:01Z [---] followers, [---] engagements


"@ImpermaLost $SBET is a better ETF than $BMNR - I agree"  
[X Link](https://x.com/BobertBedford/status/1960035162596516328)  2025-08-25T17:42Z [---] followers, [---] engagements


"@sharplinkwhale SHARPLINKDOLPHIN"  
[X Link](https://x.com/BobertBedford/status/1961077618456793526)  2025-08-28T14:45Z [---] followers, [----] engagements


"@RetailReplyGuy @sharplinkwhale It's 3%. 🥱"  
[X Link](https://x.com/BobertBedford/status/1961077739466748220)  2025-08-28T14:45Z [---] followers, [--] engagements


"@DerivativesDon Lack of supply and a shit load of boomer related retirement product demand (annuities/ pensions/ LDI etc)"  
[X Link](https://x.com/BobertBedford/status/1968127835459199005)  2025-09-17T01:40Z [---] followers, [----] engagements


"We're getting closer to the top. Still a bunch to go but reknowned value investor throwing in the towel on value investing - things you don't see at bottoms @PauloMacro Is the golden age of value investing over I think so. And it might not be such a bad thing. https://t.co/xcVDNmIHAk Is the golden age of value investing over I think so. And it might not be such a bad thing. https://t.co/xcVDNmIHAk"  
[X Link](https://x.com/BobertBedford/status/1968693232117649718)  2025-09-18T15:06Z [---] followers, [---] engagements


"@dampedspring Throw a few [--] letter acronyms around and see where we fall out on dove"  
[X Link](https://x.com/BobertBedford/status/1971339446051393830)  2025-09-25T22:22Z [---] followers, [--] engagements


"@blondesnmoney Hey man - missing the 20% rally to catch the 5% draw down. Feels good man. Feels good"  
[X Link](https://x.com/BobertBedford/status/1973094466111058351)  2025-09-30T18:35Z [---] followers, [---] engagements


"@judahrhodie @jbulltard1 Truly the advantage of the little guy is his lack of a need for liquidity for his positioning. A glorious advantage. But doesn't scale l"  
[X Link](https://x.com/BobertBedford/status/1973544944624345193)  2025-10-02T00:25Z [---] followers, [--] engagements


"It's indicating that a shit load of boomers are retiring and that there is an insatiable demand to back annuity like insurance products and pensions (across the US and Western Europe). It's also reflecting the lack of supply in the market given so many large companies went ham on issuance in 2020/2021"  
[X Link](https://x.com/BobertBedford/status/1973719991741550987)  2025-10-02T12:01Z [---] followers, [--] engagements


"@DeepValueBagger Yeah this doesn't make any sense. It's just math right. Buying back shares at current FCF/ EV is 8% yield. Interest is tax deductible - so they aren't even paying 4% (it's lower). Pick the highest IRR investment"  
[X Link](https://x.com/BobertBedford/status/1974238497465639137)  2025-10-03T22:21Z [---] followers, [---] engagements


"@Rory_Johnston Yes"  
[X Link](https://x.com/BobertBedford/status/1978499545219658079)  2025-10-15T16:33Z [---] followers, [---] engagements


"@Rory_Johnston 5) because the gold/ oil ratio is topping out"  
[X Link](https://x.com/BobertBedford/status/1978499656121250185)  2025-10-15T16:34Z [---] followers, [---] engagements


"@VanIsleInvestor I hope not. Send it to $40 for [--] months then we can actually get a real prolonged bull market"  
[X Link](https://x.com/BobertBedford/status/1978943527615660152)  2025-10-16T21:57Z [---] followers, [--] engagements


"@joe_hammer_gb Retail haven't been participating in the gold rally until recently. Same with silver. It's all been about premiums and they got torched. They are ramping back now"  
[X Link](https://x.com/BobertBedford/status/1978964398535266429)  2025-10-16T23:20Z [---] followers, [--] engagements


"Call me a conspiracy theorist but perhaps the administration is attempting to force the Fed's hand into injecting liquidity into the system to further goose the economy by engineering a prolonged shutdown. Putting this all together 🧵 If the government shutdown extends into November as betting markets currently suggest the US financial system will be operating under an ample reserves framework with increasingly scarce reserves. This reserve scarcity places acute strain on Putting this all together 🧵 If the government shutdown extends into November as betting markets currently suggest the US"  
[X Link](https://x.com/BobertBedford/status/1978968589911662596)  2025-10-16T23:37Z [---] followers, [---] engagements


"@dampedspring There's a level where the discount is enough on CEF. But it's a lot harder to get your realization (like you say) when there is no income. CEF fixed income funds were my jam in the 2010s. Easy money"  
[X Link](https://x.com/BobertBedford/status/1978992928321134963)  2025-10-17T01:14Z [---] followers, [---] engagements


"@hkuppy I too stand with the tallest midget"  
[X Link](https://x.com/BobertBedford/status/1853637673329603006)  2024-11-05T03:17Z [---] followers, [----] engagements


"@omshanti08 Buying some XOM calls and thinking about how awesome my wife's A-cup tits look now she's pregnant"  
[X Link](https://x.com/BobertBedford/status/1877783054661406727)  2025-01-10T18:22Z [---] followers, [---] engagements


"@hkuppy Excellent read as ever - not an investor but if I were I couldn't ask for much mor honesty and transparency"  
[X Link](https://x.com/BobertBedford/status/1878575495467368888)  2025-01-12T22:51Z [---] followers, [----] engagements


"@chigrl Canada should join OPEC"  
[X Link](https://x.com/BobertBedford/status/1879260026063536609)  2025-01-14T20:11Z [---] followers, [----] engagements


"@EnergyPeddler Works 9-14 years out of 10-15 then regimes change and you lose your shirt"  
[X Link](https://x.com/BobertBedford/status/1880062657606332438)  2025-01-17T01:20Z [---] followers, [--] engagements


"@PauloMacro Sam'll give handjobs to anyone that'll give him more crack ($$$ to burn on electricity)"  
[X Link](https://x.com/BobertBedford/status/1882383268059975818)  2025-01-23T11:01Z [---] followers, [---] engagements


"@atelicinvest I also think they miss the context of his regulated insurance business. His float (premium) backs insurance claims. Sometime he chooses to run leverage by spending that premium on stocks when they are cheap. Others he holds cash. But his IRR comes from the combined ratio"  
[X Link](https://x.com/BobertBedford/status/1885539737735213513)  2025-02-01T04:04Z [---] followers, [---] engagements


"@atelicinvest It was 174bn last year. His cash pile doesn't look so insane when you deduct that. If you're good at underwriting and earning 5% on bills why push it into stonks"  
[X Link](https://x.com/BobertBedford/status/1885540689175273974)  2025-02-01T04:08Z [---] followers, [--] engagements


"@atelicinvest Imagine connecting OpenAI to Bloomberg. cums in pants"  
[X Link](https://x.com/BobertBedford/status/1887320596758835610)  2025-02-06T02:01Z [---] followers, [---] engagements


"@BenniKim Didn't you see that big US tech committed another 300B of capex though and haven't you seen how high their historical ROIC is. This time it's different there will be no reversion to the mean for US big tech ROIC. Sheesh"  
[X Link](https://x.com/BobertBedford/status/1888249757455335882)  2025-02-08T15:33Z [---] followers, 16.7K engagements


"@BenniKim My sarcasm didn't translate well 😂 😂 😂 (I was kidding)"  
[X Link](https://x.com/BobertBedford/status/1888250713312239928)  2025-02-08T15:37Z [---] followers, [----] engagements


"@MadsCapital @BillAckman @pepsi @CocaCola @PepsiCo I mean when you're begging the administration to bail out your bags (FNMA) you'll say just about anything in agreement with them"  
[X Link](https://x.com/BobertBedford/status/1888995509060382997)  2025-02-10T16:56Z [---] followers, [---] engagements


"@YellowLabLife Uses Buffetts name while acting like Icahn"  
[X Link](https://x.com/BobertBedford/status/1891966793360519638)  2025-02-18T21:43Z [---] followers, [---] engagements


"@MarcInRenew @Rory_Johnston Like is there any point of an obviously ChatGPT bullshit reply"  
[X Link](https://x.com/BobertBedford/status/1891966976924274977)  2025-02-18T21:44Z [--] followers, [--] engagements


"@taobanker With all that ROIC you must get tired of ROIC"  
[X Link](https://x.com/BobertBedford/status/1892292372068737397)  2025-02-19T19:17Z [--] followers, [--] engagements


"@taobanker Don't ever try and get in an argument with them about how buybacks are actually far superior tax efficient uses of capital"  
[X Link](https://x.com/BobertBedford/status/1892599362678595628)  2025-02-20T15:37Z [--] followers, [---] engagements


"@bennpeifert Kinda nice to think of theta as carry and then the vol term structure as "rolldown". But maybe that's just me being a bond guy"  
[X Link](https://x.com/BobertBedford/status/1892601707869213151)  2025-02-20T15:46Z [--] followers, [---] engagements


"@MadsCapital the juice"  
[X Link](https://x.com/BobertBedford/status/1894052351876460760)  2025-02-24T15:50Z [---] followers, [---] engagements


"@YellowLabLife Koala - you more bullish met or thermal or just prefer Gary's straddle of the two Say that one was a BTU baggie - would you flip it into GLEN and chill here"  
[X Link](https://x.com/BobertBedford/status/1894853796985217493)  2025-02-26T20:55Z [--] followers, [---] engagements


"@Bob4Florida @IndustrialTexas @bennpeifert CTRL+Shift+Enter on the weird brackets"  
[X Link](https://x.com/BobertBedford/status/1896064472873386115)  2025-03-02T05:06Z [---] followers, [---] engagements


"@dampedspring D- take"  
[X Link](https://x.com/BobertBedford/status/1896282353296970020)  2025-03-02T19:31Z [---] followers, [----] engagements


"@MebFaber The only happy people are the XRP mafia"  
[X Link](https://x.com/BobertBedford/status/1896301447073116247)  2025-03-02T20:47Z [---] followers, [----] engagements


"@morganhousel They want it entirely free when the numbers are going up. Then they want Fed-Slop liquidity and 4-letter programs at the first sign of a pullback"  
[X Link](https://x.com/BobertBedford/status/1896346877492387869)  2025-03-02T23:48Z [---] followers, [---] engagements


"@CRUDEOIL231 Why would anyone mock a trader for taking a loss. Ideas don't work sometimes - but you followed your process and got out to fight another day. Not gonna win them all"  
[X Link](https://x.com/BobertBedford/status/1897315491917742399)  2025-03-05T15:57Z [---] followers, [----] engagements


"@bennpeifert One big polyamorous household"  
[X Link](https://x.com/BobertBedford/status/1897651012921438524)  2025-03-06T14:10Z [---] followers, [---] engagements


"@WarrenPies @3F_Research Would expect to be done by March OPEX given the gamma reset"  
[X Link](https://x.com/BobertBedford/status/1897995463724274101)  2025-03-07T12:59Z [---] followers, [----] engagements


"@TradingThomas3 To me that says it's not over. This is not panic - orderly selling by those with big pockets to retail who have not yet panicked and are simply BTFDing"  
[X Link](https://x.com/BobertBedford/status/1898192493167980830)  2025-03-08T02:02Z [---] followers, [----] engagements


"@Jedi_ant It's March [----] the bottom is in [----] but you sell the rips not buy the dips from here on out. Nifty fifty = Mag [--] Energy will do well. That's my playbook"  
[X Link](https://x.com/BobertBedford/status/1898748011531927966)  2025-03-09T14:49Z [---] followers, [---] engagements


"@Ksidiii Sell the rips in SPUZ buy the dips in implieds"  
[X Link](https://x.com/BobertBedford/status/1898781733715136663)  2025-03-09T17:03Z [---] followers, [----] engagements


"@hkuppy @PauloMacro"  
[X Link](https://x.com/BobertBedford/status/1899912865810710542)  2025-03-12T19:58Z [---] followers, [---] engagements


"@omshanti08 Tax selling particularly after the previous year was up a lot"  
[X Link](https://x.com/BobertBedford/status/1900268157182280085)  2025-03-13T19:30Z [---] followers, [---] engagements


"@RudyHavenstein If they actually tried to take $5 trillion out the market would've been down 50%"  
[X Link](https://x.com/BobertBedford/status/1900616552661098788)  2025-03-14T18:34Z [---] followers, [---] engagements


"@rajatsonifnance How can you be bullish Bitcoin and think that selling contracts (taking out mortgages) at low rates of interest isn't the exact same trade"  
[X Link](https://x.com/BobertBedford/status/1901013502707335319)  2025-03-15T20:51Z [---] followers, [---] engagements


"Capital goes where it's treated best - and best is the jurisdiction undertaking the most fiscal stimulus. @kevinmuir https://open.substack.com/pub/themacrotourist/p/fiscal-the-best-source-of-alphar=gkx0w&utm_medium=ios https://open.substack.com/pub/themacrotourist/p/fiscal-the-best-source-of-alphar=gkx0w&utm_medium=ios"  
[X Link](https://x.com/BobertBedford/status/1901361185112342777)  2025-03-16T19:53Z [---] followers, [--] engagements


"@ed_fin Announced in February - but good to see the follow through. https://www.valaris.com/news/news-details/2025/Valaris-Announces-Fleet-Rationalization-and-Issues-Fleet-Status-Report/default.aspx https://www.valaris.com/news/news-details/2025/Valaris-Announces-Fleet-Rationalization-and-Issues-Fleet-Status-Report/default.aspx"  
[X Link](https://x.com/BobertBedford/status/1901641535629742478)  2025-03-17T14:27Z [---] followers, [---] engagements


"@Sophoninvest @Citrini7 This is a really bad take"  
[X Link](https://x.com/BobertBedford/status/1902759573129199967)  2025-03-20T16:30Z [---] followers, [----] engagements


"@HFI_Research There's no good story to own it here. Completely bombed out sentiment in a bombed out sector. It's the most hated player in a hated sector. Hence - I like it"  
[X Link](https://x.com/BobertBedford/status/1902816936108417399)  2025-03-20T20:18Z [---] followers, [---] engagements


"@PrometheusCHT @bennpeifert This is well written and thought provoking. Rome took a few centuries to fall"  
[X Link](https://x.com/BobertBedford/status/1902842026543948095)  2025-03-20T21:57Z [---] followers, [---] engagements


"@EpsilonTheory"  
[X Link](https://x.com/BobertBedford/status/1903992248649298041)  2025-03-24T02:08Z [---] followers, [---] engagements


"@SaladBarFan About the same point as diamond rings did the same thing"  
[X Link](https://x.com/BobertBedford/status/1904007582911463678)  2025-03-24T03:09Z [---] followers, [----] engagements


"@patientinvestt I agree with @MohnishPabrai on a heck of a lot of things - but need to seperate out nominal and real returns here. I don't think the prospects of significant real returns on the S&P look good for the next decade but nominal returns could easily be above 5% p.a"  
[X Link](https://x.com/BobertBedford/status/1904169403534508256)  2025-03-24T13:52Z [---] followers, 13K engagements


"@hoomansv Dividend dude likes a 51bps dividend yield Whut"  
[X Link](https://x.com/BobertBedford/status/1906057347358765162)  2025-03-29T18:54Z [---] followers, [----] engagements


"@PauloMacro Nominal at [--] real at [---] Or you thinking [--] and -3"  
[X Link](https://x.com/BobertBedford/status/1906383374215696653)  2025-03-30T16:29Z [---] followers, [----] engagements


"@Mr_Derivatives Plenty of time to sign up for a [--] and [--] tail risk hedging account then. Always Be Closing"  
[X Link](https://x.com/BobertBedford/status/1909333473128489263)  2025-04-07T19:52Z [---] followers, [----] engagements


"@kgreifeld @blondesnmoney @blondesnmoney I'll be done with your PJ by Thursday. Hopefully your assistant can get all the stains out of the leather seats. Sorry about that"  
[X Link](https://x.com/BobertBedford/status/1909730329365033176)  2025-04-08T22:09Z [---] followers, [----] engagements

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