# ![@Convertbond Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::25163231.png) @Convertbond Lawrence McDonald

Lawrence McDonald, author of "When Markets Speak" and "A Colossal Failure of Common Sense", is warning about the dangers of private credit and the consequences of central bankers not allowing the business cycle to function. He is highlighting the risks of investing in private credit, citing examples of companies using accounting tricks to hide leverage and warning of potential losses of up to $40 billion. McDonald's concerns are centered around the unsustainable nature of private credit and the potential for a major financial blowup.

### Engagements: [-------] [#](/creator/twitter::25163231/interactions)
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- [--] Week [-------] -36%
- [--] Month [---------] +91%
- [--] Months [----------] -36%
- [--] Year [----------] -8.80%

### Mentions: [--] [#](/creator/twitter::25163231/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25163231/c:line/m:posts_active.svg)

- [--] Week [--] -28%
- [--] Month [---] +44%
- [--] Months [---] +35%
- [--] Year [-----] -5.20%

### Followers: [-------] [#](/creator/twitter::25163231/followers)
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- [--] Week [-------] +0.09%
- [--] Month [-------] +0.54%
- [--] Months [-------] +2.90%
- [--] Year [-------] +9.40%

### CreatorRank: [------] [#](/creator/twitter::25163231/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::25163231/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  #4659 [stocks](/list/stocks)  #2623 [technology brands](/list/technology-brands)  14.79% [countries](/list/countries)  11.83% [cryptocurrencies](/list/cryptocurrencies)  8.88% [automotive brands](/list/automotive-brands)  2.96% [exchanges](/list/exchanges)  #348 [celebrities](/list/celebrities)  1.18% [travel destinations](/list/travel-destinations)  1.18% [social networks](/list/social-networks)  1.18%

**Social topic influence**
[bloomberg](/topic/bloomberg) #20, [gold](/topic/gold) 6.51%, [ai](/topic/ai) #1488, [bitcoin](/topic/bitcoin) 5.33%, [$copx](/topic/$copx) #1, [$mags](/topic/$mags) #1, [$nvda](/topic/$nvda) #2070, [stocks](/topic/stocks) 4.14%, [debt](/topic/debt) 4.14%, [fomc](/topic/fomc) 4.14%

**Top accounts mentioned or mentioned by**
[@dougkass](/creator/undefined) [@beartrapsreport](/creator/undefined) [@econompic](/creator/undefined) [@jfarmer1776](/creator/undefined) [@dorionmode](/creator/undefined) [@mpolymer](/creator/undefined) [@grok](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@riteshmjn](/creator/undefined) [@william_r2rclub](/creator/undefined) [@prpl8](/creator/undefined) [@hiropro79750486](/creator/undefined) [@justinwolfers](/creator/undefined) [@realbillgross](/creator/undefined) [@elonmusk](/creator/undefined) [@ekwufinance](/creator/undefined) [@freightalley](/creator/undefined) [@thestalwart](/creator/undefined) [@tracyalloway](/creator/undefined) [@firstsquawk](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Microsoft Corp. (MSFT)](/topic/microsoft) [Oracle Corporation (ORCL)](/topic/$orcl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Tesla, Inc. (TSLA)](/topic/tesla) [iShares BTC Trust (IBIT)](/topic/$ibit) [Salesforce Inc (CRM)](/topic/$crm) [Strategy (MSTR)](/topic/$mstr) [Dogecoin (DOGE)](/topic/dogecoin) [Solana (SOL)](/topic/solana) [IBM (IBM)](/topic/ibm) [Basis Cash (BAC)](/topic/$bac) [Rally (RLY)](/topic/rally) [Exxon Mobil (XOM)](/topic/$xom) [Deutsche Bank Aktiengesellschaft (DB)](/topic/$db) [ARK Innovation ETF (ARKK)](/topic/$arkk) [Klarna Group plc (KLAR)](/topic/klarna) [Netflix Inc (NFLX)](/topic/$nflx) [Apple, Inc. (AAPL)](/topic/$aapl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Interesting Bull Market [----] Uranium Miners $URNM +25% Rare Earths $REMX +18% Metal $XME +18% Copper Miners $COPX +18% Coal $COAL +14% Gold Miners $GDX +13% Consumer Staples $XLP +13% Global Value $GVAL +12% Mag [--] $MAGS -4% Innovation $ARKK -8% Bitcoin $IBIT -20% Bloomberg"  
[X Link](https://x.com/Convertbond/status/2020174577536794829)  2026-02-07T16:35Z 142.3K followers, 82K engagements


"Hard Assets vs. Financial Assets July [----] vs. February [----] Gold: $2400 vs. $5050 Amazon $AMZN: $200 vs $200 Microsoft $MSFT: $410 vs. $410 Oracle $ORCL: $140 vs. $140 Salesforce $CRM $250 vs $190 *This was unthinkable two years ago"  
[X Link](https://x.com/Convertbond/status/2020996663511236920)  2026-02-09T23:02Z 142.3K followers, 41.1K engagements


"A seismic shift is upon us - Hard assets vs. Financial asset. Looking forward we need an entirely new portfolio construction. AI disruption we must pay attention. [----] Copper $COPX +18% Software $CLOU -6%"  
[X Link](https://x.com/Convertbond/status/1953802147465728437)  2025-08-08T12:55Z 142.3K followers, 303.4K engagements


"*AMERICANS ARE BEING RIPPED OFF BY CREDIT CARDS KLARNA CEO SAYS - Bloomberg. A $1000 purchase might cost $173.53 per month over [--] months at 13.99% APR. Rate ranges from 0.00%-35.99% APR based on creditworthiness term length and subject to credit approval resulting in for example [--] equal monthly payments of $333.33 at 0.00% APR to $353.52 at 35.99% APR per $1000 borrowed. Minimum purchase amount and down payment may be required. Estimation of monthly payment excludes potential tax and shipping costs. Monthly financing through Klarna issued by WebBank. klarna APRs on their site"  
[X Link](https://x.com/Convertbond/status/2011117107925381598)  2026-01-13T16:44Z 142.3K followers, [----] engagements


"Drawdowns Netflix NFLX -34% Meta META -22% Microsoft MSFT -17% Tesla TSLA -12% Nvidia NVDA -12% Apple AAPL -10% Amazon AMZN -8% Google GOOGL -2% *Close to $18T of equity value in a correction where is the capital going"  
[X Link](https://x.com/Convertbond/status/2012122273667596500)  2026-01-16T11:18Z 142.3K followers, 369K engagements


"GLOBAL CORPORATE BOND YIELD PREMIUMS FALL TO LOWEST SINCE [----] - Bloomberg. *The REAL headline should be investors have been getting long (investing in) corporate bonds and HARD assets because they trust global governments -- A LOT less -- than they did [--] months ago"  
[X Link](https://x.com/Convertbond/status/2013381235108618617)  2026-01-19T22:41Z 142.3K followers, 10.1K engagements


"Platinum Today: $2526* A year ago: $964 *On all-time highs market cap up to $610B vs. $34T for gold. Bloomberg data"  
[X Link](https://x.com/Convertbond/status/2014335362970059132)  2026-01-22T13:52Z 142.3K followers, [----] engagements


"Gold and IGs are singing the same tune; markets are speaking. Trillions of $$ have left sovereign duration (government bonds - Japan USA UK France) in favor of IGs (investment-grade corporate bonds) and metals. The emperor has no clothes. Bloomberg Terminal data"  
[X Link](https://x.com/Convertbond/status/2014410581814435940)  2026-01-22T18:51Z 142.3K followers, 18.9K engagements


"60-40 has now become 40-30-30 stocks - bonds - commodities Everyone was maxing out ("table max") stocks and bonds [--] years ago; the great migration is upon us"  
[X Link](https://x.com/Convertbond/status/2015170950489125001)  2026-01-24T21:12Z 142.3K followers, [----] engagements


"GOLD PRICE FALLS 5% ERASES EARLIER GAINS - Bloomberg *Nearly 9% intra-day candle on a $34T asset wow"  
[X Link](https://x.com/Convertbond/status/2016902790187028610)  2026-01-29T15:54Z 142.3K followers, 15.9K engagements


"The Lens - A look forward to the SpaceX IP0 https://x.com/i/broadcasts/1yNGabZVknDJj https://x.com/i/broadcasts/1yNGabZVknDJj"  
[X Link](https://x.com/Convertbond/status/2017276484864618853)  2026-01-30T16:39Z 142.2K followers, 314.5K engagements


"@JustinWolfers Important take thank you. Cutting rates and the balance sheet at the same time and deploying that capital into the economy (housing affordability). How does that not re-accelerate inflation"  
[X Link](https://x.com/Convertbond/status/2017551183934570782)  2026-01-31T10:51Z 142.3K followers, [----] engagements


"In case you missed it: SpaceX IPO high impact Value Growth Our New Fed Chair AI Power The Lens - A look forward to the SpaceX IP0 https://t.co/WSwDbo84Qx The Lens - A look forward to the SpaceX IP0 https://t.co/WSwDbo84Qx"  
[X Link](https://x.com/Convertbond/status/2017582834035126524)  2026-01-31T12:56Z 142.3K followers, 11.5K engagements


"Malinvestment on Roids @real_bill_gross Oracle $ORCL FCF - Free Cash Flow [----] +$5B 2023: +$8B 2024: +$12B 2025: -$13B 2026: -$23B"  
[X Link](https://x.com/Convertbond/status/2018388260607725715)  2026-02-02T18:17Z 142.3K followers, [----] engagements


"This is some "AI Revolution." Gold has outperformed Nvidia $NVDA since Q1 [----] **Ali Frazier knockout cometh. Bloomberg terminal data"  
[X Link](https://x.com/Convertbond/status/2018717652923904134)  2026-02-03T16:06Z 142.3K followers, [----] engagements


"VIX +42% since December levels vs. Bitcoin -42% off its recent highs. **Never ever forget. When you're long crypto you are short the VIX (volatility)"  
[X Link](https://x.com/Convertbond/status/2018763356941729951)  2026-02-03T19:07Z 142.3K followers, 11.5K engagements


"Since Q1 [----] - [--] Years Gold: $1800 to $4900 Leveraged Bitcoin: $131.50 to $131.50* *Microstrategy $MSTR -77% off the pump-athon highs"  
[X Link](https://x.com/Convertbond/status/2018773481580556426)  2026-02-03T19:47Z 142.3K followers, [----] engagements


"Train wreck slime show. Software equities have been screaming for months / mark to myth in private credit. Coming up shortly: exclusive deep dive of the ticking SAAS time bomb inside Private Credit where we find such pearls as Finastra which is owned across [--] of the [--] BDCs tracked with an average exposure of 0.2% of the total portfolio across the [--] BDCs - with a total market value Coming up shortly: exclusive deep dive of the ticking SAAS time bomb inside Private Credit where we find such pearls as Finastra which is owned across [--] of the [--] BDCs tracked with an average exposure of 0.2% of"  
[X Link](https://x.com/Convertbond/status/2018862724378415581)  2026-02-04T01:42Z 142.2K followers, 20.5K engagements


"*ELON MUSKS SPACEX SAID TO OPEN IPO PITCHING TO NON-US BANKS - Bloomberg. *Important segment below. The Lens - A look forward to the SpaceX IP0 https://t.co/WSwDbo84Qx The Lens - A look forward to the SpaceX IP0 https://t.co/WSwDbo84Qx"  
[X Link](https://x.com/Convertbond/status/2019111629817016486)  2026-02-04T18:11Z 142.3K followers, [----] engagements


"AI / Software / Private Credit Victims At 20% software exposure: Roughly $300$400 billion in direct software-related lending. At 2535% broader AI-disruption exposure: Roughly $500$700 billion (or higher if using the full $2T market). Via @ Grok Up until recently software subscription revenue seemed like an absolute guaranteed stable income stream. Did anyone create any synthetic versions of it so investors could up their exposure Up until recently software subscription revenue seemed like an absolute guaranteed stable income stream. Did anyone create any synthetic versions of it so investors"  
[X Link](https://x.com/Convertbond/status/2019216207329873970)  2026-02-05T01:07Z 142.3K followers, 11.5K engagements


"The King of Crypto - What kind of "asset class" loses 45% of its value in just [---] days Bitcoin fact. Dogecoin -68% since September Solana -65% since September. Etherium -58% since August. *total capital destruction of about $2T across all crypto"  
[X Link](https://x.com/Convertbond/status/2019376475087225322)  2026-02-05T11:44Z 142.3K followers, 11.5K engagements


"Now thrown in another $2T wealth destruction from Microsoft $MSFT (-26%) and Nvidia $NVDA (-19%)"  
[X Link](https://x.com/Convertbond/status/2019379355688853728)  2026-02-05T11:55Z 142.3K followers, [----] engagements


"Malinvestment (AI) on Roids Google Capex 2023: $32B 2024: $52B 2025: $91B 2026: $180B Russia Defense Budget 2023: $109B 2024: $149B 2025: $166B 2026: $165B Bloomberg data"  
[X Link](https://x.com/Convertbond/status/2019405755544211930)  2026-02-05T13:40Z 142.3K followers, 13.2K engagements


"@dorionmode Dead $$ during the largest currency debasement regime in [--] years"  
[X Link](https://x.com/Convertbond/status/2019492449266131373)  2026-02-05T19:24Z 142.2K followers, [---] engagements


"Hubris + Testosterone = Malinvestment on roids"  
[X Link](https://x.com/Convertbond/status/2019519248574664952)  2026-02-05T21:11Z 142.3K followers, [----] engagements


"How do you spell malinvestment"  
[X Link](https://x.com/Convertbond/status/2019773502618796341)  2026-02-06T14:01Z 142.3K followers, [----] engagements


"*NVIDIA SHARES JUMP 7.8% TO ADD $325 BILLION IN MARKET VALUE - Bloomberg. *Gold is 50% higher since July with $NVDA (0.00% return) unchanged"  
[X Link](https://x.com/Convertbond/status/2019903708188803220)  2026-02-06T22:39Z 142.3K followers, 55K engagements


"@Mpolymer Last [--] yrs: US covered 65-70% of ALL NATO defense spending. Europe + Canada: the rest. US now 62% of $1.59T total (2025). America carried the loadtime for fairer burden-sharing #NATO #DefenseSpending via @grok"  
[X Link](https://x.com/Convertbond/status/2020141989958689178)  2026-02-07T14:25Z 142.3K followers, [----] engagements


"Bitcoin touched 50% drawdown this week in a raging risk on bull market If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK If you are a Market #Bull do you want to see more 52wk highs or less right now you got a lot of them. https://t.co/jtComA9uVK"  
[X Link](https://x.com/Convertbond/status/2020164626101534928)  2026-02-07T15:55Z 142.3K followers, 13.5K engagements


".@elonmusk crushed it. AI fiction fantasy and the POWER reality. *Book ideas - When Markets Speak. Instead of watching the Super Bowl tonight watch this masterclass on AI instead https://t.co/95hwd1DdZ8 Instead of watching the Super Bowl tonight watch this masterclass on AI instead https://t.co/95hwd1DdZ8"  
[X Link](https://x.com/Convertbond/status/2021075662656897231)  2026-02-10T04:16Z 142.3K followers, 14.9K engagements


"@ekwufinance There is a significant shift happening in the freight economy. The industrials are starting to ramp while imports are soft. This is a very different than what weve seen over the past decade. Craig Fuller Freight Alley cc @FreightAlley"  
[X Link](https://x.com/Convertbond/status/2021202762571317722)  2026-02-10T12:41Z 142.3K followers, [----] engagements


""Were moving from a 'Consumer-Led' freight market to an 'Industrial-Led' one. The SONAR data on flatbed tender rejections vs. dry van tells the whole story. While the ports are quiet because of the post-tariFF import hangover the 'Industrial Heartland' is screaming for capacity to move infrastructure for the AI/Energy build. This is the first time in [--] years that the 'Inside the Box' economy is losing to the 'Outside the Box' economy." https://twitter.com/i/web/status/2021202841935675469 https://twitter.com/i/web/status/2021202841935675469"  
[X Link](https://x.com/Convertbond/status/2021202841935675469)  2026-02-10T12:41Z 142.3K followers, [----] engagements


"2026 Oil Services $OIH +29% Oil Majors $XLE +19% Industrials $VIS +12% Natural Gas $FCG +12% Nasdaq [---] $QQQ -1% Mag7 $MAGS -4% *Last time industrials were 16% better than big tech to start a year in February Are you in yesterdays portfolio or tomorrows"  
[X Link](https://x.com/Convertbond/status/2020238552379072899)  2026-02-07T20:49Z 142.3K followers, 69K engagements


"Gold 2025: $5000 2020: $1500 2010: $1400 2000: $350 1990: $380 1980: $650 1970: $35 *Largest drawdown last decade was just 22% vs: Bitcoin -82% Nasdaq -36% S&P [---] -27% #StoreOfValue"  
[X Link](https://x.com/Convertbond/status/2016039227465613585)  2026-01-27T06:43Z 142.3K followers, [----] engagements


".@TheStalwart @tracyalloway Team - ALERT - get KG on Odd Lots. Someone promised financial advisors quarterly liquidity on $300B of private credit This asset class if you want to call it that was not made for AI disruption / liquidity offerings at the same time Zito is a very TALENTED TRADER . many in PC are ex-bankers/structurers. GOOD TRADERS take LOSSES when FACTS CHANGE. Non-traders extend and pretend. When VOL is RISING TRUST the TRADERS If he is asking "IS SOFTWARE DEAD" then time to pay attention. https://t.co/7XVtSzrOQE Zito is a very TALENTED TRADER . many in PC are"  
[X Link](https://x.com/Convertbond/status/2019369550169755860)  2026-02-05T11:16Z 142.3K followers, 14.6K engagements


"NIMBY - "Six US states now have bills to pause data center construction. New York just introduced a three-year moratorium." via @FirstSquawk"  
[X Link](https://x.com/Convertbond/status/2021393716204929215)  2026-02-11T01:19Z 142.3K followers, [----] engagements


"Industrials Materials Energy as a % of the S&P [---] composition: 1981: 49% 2024: 12% *a core thesis of our new book When Markets Speak is the hard asset revolution coming out of currency debasement and the colossal re-industrialization surging from AI and re-shoring"  
[X Link](https://x.com/Convertbond/status/2022396680117879165)  2026-02-13T19:45Z 142.3K followers, 52.3K engagements


"2026 AI Power - Infrastructure Nuclear $URNM +26% Copper $COPX +22% Natural Gas $FCG +14% Industrials $XLI +12% AI Cash Burn Mag7 $MAGS -6% Tech $QQQ -2% *Free cash flow Mag [--] ORCL 2026; $70B 2025: $200B 2024: $240B 2023: $250B Bloomberg FA function data"  
[X Link](https://x.com/Convertbond/status/2022617199639502922)  2026-02-14T10:21Z 142.3K followers, 28.5K engagements


"Met Charle Munger in Omaha in the years after Lehman - he said: "Larry never ever tell anyone about your problems 90% of the people really don't care. The other 10% are glad you have them.""  
[X Link](https://x.com/Convertbond/status/1729832850965323828)  2023-11-29T12:01Z 142.3K followers, 836K engagements


"Thank you CFA Institute - Top [--] Finance Books All-Time as chosen by CFA candidates. Holiday gift ideas - Colossal Failure of Common Sense - pick up one for that college student. Gratitude"  
[X Link](https://x.com/Convertbond/status/1985293577744679286)  2025-11-03T10:30Z 142.3K followers, 184.7K engagements


"Planet Earth alert we are in trouble. That's an extra 12.5mmt (above) NOT counting forocious demand (12% CAGR) growth from countries like India: 2025: 1900000mmt 2015: 600000mmt [----] Copper Miners $COPX +82% Nvidia $NVDA +34% Mag7 $MAGS +22% Bloomberg data"  
[X Link](https://x.com/Convertbond/status/1999429771529453861)  2025-12-12T10:42Z 142.3K followers, [----] engagements


"Joining @MorningsMaria on @FoxBusiness in [--] mins. Market Capitalization in January 2026: $35T 2025: $19T"  
[X Link](https://x.com/Convertbond/status/2008532426528878946)  2026-01-06T13:33Z 142.3K followers, 99.4K engagements


"2026 Nat Gas $UNG +38% Oil Svs $OIH +22% Copper $COPX +18% Silver $SLV +17% Brazil $EWZ +17% Uranium $SRUUF +16% Coal $COAL +13% Gold $GLD +12% Global Value $GVAL +11% Palladium $PALL +6% Platinum $PLTM +4% China $KWEB +4% Mag7 $MAGS +0% Bitcoin $IBIT -4% Software $CLOU -9%"  
[X Link](https://x.com/Convertbond/status/2017565952515154094)  2026-01-31T11:49Z 142.3K followers, 36.9K engagements


"The Wonderful World of Crypto Drawdowns Reached this Weekend Litecoin -87% Maker -84% Cardano -80% Dogecoin -80% Solana -67% Ethereum -55% Monero -47% Bitcoin -40% Bloomberg terminal data. **Total wealth destruction across these just [--] coins ballpark of $1.52T+ from their combined peaks dominated by Bitcoin (50-60% of the total) + Ethereum/Solana. https://twitter.com/i/web/status/2017923540788408756 https://twitter.com/i/web/status/2017923540788408756"  
[X Link](https://x.com/Convertbond/status/2017923540788408756)  2026-02-01T11:30Z 142.3K followers, 19.1K engagements


"*DOW JONES INDUSTRIAL AVERAGE CROSSES [-----] FOR FIRST TIME - Bloomberg *ELEVEN years - Never ever forget that from March [----] to December [----] the DJIA was dead money --- [-----] to [-----] - FACT"  
[X Link](https://x.com/Convertbond/status/2019911911853236476)  2026-02-06T23:11Z 142.3K followers, 12.7K engagements


"One Year $COPX +104% Vs. $NVDA +42% $MAGS +16% $MSFT -2% $CLOU -25% $CRM -42%"  
[X Link](https://x.com/Convertbond/status/2020822053817815350)  2026-02-09T11:28Z 142.3K followers, 10.4K engagements


"Mag7 free cash flow is in free fall. These guys bought back $1.1T of stock in recent years dramatically supporting $QQQ Nasdaq [---] that game is over. [----] AI Power - Infrastructure Nuclear $URNM +26% Copper $COPX +22% Natural Gas $FCG +14% Industrials $XLI +12% AI Cash Burn Mag7 $MAGS -6% Tech $QQQ -2% *Free cash flow Mag [--] ORCL 2026; $70B 2025: $200B 2024: $240B 2023: $250B Bloomberg FA function data [----] AI Power - Infrastructure Nuclear $URNM +26% Copper $COPX +22% Natural Gas $FCG +14% Industrials $XLI +12% AI Cash Burn Mag7 $MAGS -6% Tech $QQQ -2% *Free cash flow Mag [--] ORCL 2026; $70B"  
[X Link](https://x.com/Convertbond/status/2022637775317799406)  2026-02-14T11:43Z 142.3K followers, 25.2K engagements


"Midterm Election Most House Seats Lost by President's Party in Power [----] Obama: [---] [----] Clinton: [---] 1958: Eisenhower: [---] [----] Ford (Nixon): [---] [----] Johnson: [---] [----] Truman: [---] [----] Bush: [---] [----] Truman: [---] [----] Reagan: [---] [----] Trump: [---] *NY Times data since 1946"  
[X Link](https://x.com/anyuser/status/1060095773176750080)  2018-11-07T09:05Z 142.3K followers, 15.3K engagements


"*BLACKSTONE DEFAULTS ON 531M CMBS AFTER PROPERTY SALES DELAYED *Credit leads equities rinse repeat"  
[X Link](https://x.com/Convertbond/status/1631296042804080641)  2023-03-02T14:10Z 142.3K followers, 426.3K engagements


"Never ever forget - the fundamental foundation of capitalism is to let the charlatans the hubris filled pretenders and bad guys fail. For most of the last [--] years we are living in a society where this is NOT the case. There is a price to pay for this charade. Its coming"  
[X Link](https://x.com/anyuser/status/1637204715145510912)  2023-03-18T21:29Z 142.3K followers, 298.6K engagements


"Your 401k has been hijacked Largest [--] Stocks - Valuation 2023: $18.4T 2013: $5.5T *Ten years ago no stock made up more than 3% of the S&P [---] today [--] do. - Bespoke data"  
[X Link](https://x.com/anyuser/status/1723342773598740971)  2023-11-11T14:11Z 142.3K followers, 102.4K engagements


""When Markets Speak" - Best Seller on Amazon. The Epilogue -- Chapter #1. I was sitting there in Omaha across the table from Charlie Munger one of the all-time greats. I'll never forget this line. He said "Larry - if all you ever did was buy high-quality stocks on the 200-week moving average you would beat the S&P [---] by a large margin over time. The problem is few human beings have that kind of discipline.""  
[X Link](https://x.com/Convertbond/status/1832206028697407641)  2024-09-06T23:55Z 142.3K followers, 652.3K engagements


"Markets are Speaking --- Nasdaq opens down 1% to close up 2% how rare is this neighborhood"  
[X Link](https://x.com/anyuser/status/1834038538536431661)  2024-09-12T01:17Z 142.3K followers, 192.3K engagements


"Serial Convertible Bond Issuers SunEdison* Chesapeake Energy* SunPower* Molycorp* Lehman* iStar Financial* Calpine* Fannie Freddie* Enron* Tyco* Adelphia* Six Flags* eToys* Avaya* Worldcom* Tesla Coinbase Microstrategy *went bankrupt"  
[X Link](https://x.com/anyuser/status/1875543863185887652)  2025-01-04T14:04Z 142.3K followers, 346.3K engagements


"*BERKSHIRE HATHAWAY RAISES [--] BILLION YEN FROM BOND SALE. Just wow. Buffett is loaded with cash and he's reaching into the margin account (borrowing) in yen. Next [--] months - he's going to buy this puke festival with both hands. Thoughts"  
[X Link](https://x.com/Convertbond/status/1910505329697214546)  2025-04-11T01:29Z 142.3K followers, 2.7M engagements


"Berkshire's Record Cash Build 2025: $382B 2024: $277B 2023: $157B 2022: $109B* 2021: $149B 2020: $140B 2019: $136B 2018: $120B 2017: $92B 2016: $85B 2015: $63B *Buffett's dry powder -- up nearly 350% since 2022"  
[X Link](https://x.com/anyuser/status/1984596242299596926)  2025-11-01T12:19Z 142.3K followers, 110.1K engagements


"Gold drawdown reached -21% today close to the largest (-22% March - November 2022) in the last decade. *The 22% hit took 8-months; the most recent plunge took just three business days"  
[X Link](https://x.com/Convertbond/status/2018408831450030285)  2026-02-02T19:39Z 142.3K followers, 29.5K engagements


"Paypal $PYPL : we have an -85% off sale pre-market [----] ($309) to [----] ($44). Street "Research" [----] Buys [--] Holds [--] Sells [--] [----] Buys [--] Holds [--] Sells [--] Bloomberg data ANR function"  
[X Link](https://x.com/Convertbond/status/2018669135534952883)  2026-02-03T12:53Z 142.3K followers, [----] engagements


"A Multipolar Planet Dalio (CNBC): The world is on the brink of a capital war; central banks and sovereign wealth funds are already preparing measures including foreign exchange and capital controls. could be a reciprocal fear on the part of the US that it could not get the capital or not get the buy from Europe World Governments Summit in Dubai https://twitter.com/i/web/status/2018689476613034352 https://twitter.com/i/web/status/2018689476613034352"  
[X Link](https://x.com/Convertbond/status/2018689476613034352)  2026-02-03T14:14Z 142.3K followers, [----] engagements


"Alert -- a rare defensive signal. $XLP Consumer Staples - up over 1.5% --- while $XLK Technology was down over -3% at one point today. Only the SECOND time that's happened since [----]. Thoughts @intelarb"  
[X Link](https://x.com/Convertbond/status/2018816499792916691)  2026-02-03T22:38Z 142.3K followers, 22K engagements


"Pespective please. *They RAISED the $MTSR price target in November (2025) to $474 from $409 in Q1 (2025). $MSTR Strategy price target lowered to $185 from $474 at Canaccord - Buy Rated $MSTR Strategy price target lowered to $185 from $474 at Canaccord - Buy Rated"  
[X Link](https://x.com/Convertbond/status/2019038093110923495)  2026-02-04T13:19Z 142.3K followers, [----] engagements


"Unchanged since Google $GOOGL November [----] Facebook $META January [----] Amazon $AMZN July [----] Oracle $ORCL June [----] Microsoft $MSFT January 2024"  
[X Link](https://x.com/Convertbond/status/2019782089042780500)  2026-02-06T14:35Z 142.3K followers, [----] engagements


"@Mpolymer Friends ripping the USA off (defense of Europe) for [--] years Theres a $38T debt hole USA grandchildren will be paying off. Europe buys $300B of Russian natural gas funding the Putin killing machine some friend"  
[X Link](https://x.com/Convertbond/status/2020101886968287342)  2026-02-07T11:46Z 142.3K followers, [----] engagements


"Got Hard Assets USA - Federal Budget Deficit - [--] Months 2026: $696B 2019: $310B *1st four months of the fiscal year. CBO data"  
[X Link](https://x.com/Convertbond/status/2021021512287842426)  2026-02-10T00:40Z 142.3K followers, 12.7K engagements


"@Coffee__Capital Hilarious if you think about it"  
[X Link](https://x.com/Convertbond/status/2021162018103791762)  2026-02-10T09:59Z 142.3K followers, [----] engagements


"2026 Exxon +26% Mag [--] +2% 1-Year *+41% vs +18% ExxonMobil https://t.co/qVL61GRsk7 ExxonMobil https://t.co/qVL61GRsk7"  
[X Link](https://x.com/Convertbond/status/2021179215547158913)  2026-02-10T11:07Z 142.3K followers, 92.5K engagements


"Market rally since @realDonaldTrump won the election now exceeds all other newly elected US Presidents since at least WW2 + up 25.4%"  
[X Link](https://x.com/anyuser/status/915972251480055813)  2017-10-05T16:09Z 142.3K followers, [----] engagements


"What's Going on Here #TaxReform #ConsumerConfidence #AnimalSpirits #RegulatoryRelief"  
[X Link](https://x.com/Convertbond/status/942913477018046464)  2017-12-19T00:24Z 142.3K followers, [----] engagements


"Chesapeake $CHK equity trading @ $4.15 while its [----] bonds trade at [--] cents 63% yield to maturity Debt: $9.5B Equity: $2.7B #Sell"  
[X Link](https://x.com/Convertbond/status/705454409552105473)  2016-03-03T18:06Z 127.6K followers, [--] engagements


"Exporting Deflation Economists have underestimated the impact of China's currency devaluation on Fed ECB policy moves #yuan"  
[X Link](https://x.com/Convertbond/status/707897658556485632)  2016-03-10T11:55Z 127.6K followers, [--] engagements


"Chevron $CHV [--] PE 4.6% Dividend Yield Must be iCloud drilling"  
[X Link](https://x.com/Convertbond/status/708075102513057792)  2016-03-10T23:40Z 127.8K followers, [--] engagements


"Pic: Top [--] US Company Share Buy Backs $JPM $INTC $IBM $MMM $WFC $PFE Private Equity #LBO #HBS http://t.co/V2KUfqm http://yfrog.com/h2hawtgj http://yfrog.com/h2hawtgj"  
[X Link](https://x.com/Convertbond/status/71301114716360704)  2011-05-19T19:48Z 127.8K followers, [--] engagements


"No way. $MTG MGIC Investment Corp sued by $BAC Home Loans Countrywide over unpaid loan guarantees #Mkt $JPM $C"  
[X Link](https://x.com/Convertbond/status/7134740821)  2009-12-28T21:05Z 128.4K followers, [--] engagements


"California Pension System Future payments to state employees union workers; based on 8% estimated returns but Treasury bonds yield 1.69%"  
[X Link](https://x.com/Convertbond/status/719219530770313216)  2016-04-10T17:44Z 127.5K followers, [--] engagements


"Equal weighted S&P getting smoked again by the market weighted index $AAPL $MSFT $FB $GOOGL https://x.com/gubbmintcheese/status/735178132282429440 https://x.com/gubbmintcheese/status/735178132282429440"  
[X Link](https://x.com/Convertbond/status/735181156220559360)  2016-05-24T18:50Z 127.5K followers, [--] engagements


"U.S. Stocks Exposed to Off Balance Sheet Hell #FOMC #MBA #VIX https://www.thebeartrapsreport.com/blog/2016/06/05/off-balance-sheet-hell/ https://www.thebeartrapsreport.com/blog/2016/06/05/off-balance-sheet-hell/"  
[X Link](https://x.com/Convertbond/status/739602673385766912)  2016-06-05T23:39Z 127.8K followers, [--] engagements


"Fed Asset Bubbles [---] three things to keep in mind https://www.thebeartrapsreport.com/blog/2016/06/05/off-balance-sheet-hell/ https://www.thebeartrapsreport.com/blog/2016/06/05/off-balance-sheet-hell/"  
[X Link](https://x.com/Convertbond/status/739892557887442945)  2016-06-06T18:51Z 127.7K followers, [--] engagements


"China Corporate Debt to GDP vs Federal Reserve's Balance Sheet 2016: 165% vs $4.5T 2008: 105% vs $700b https://www.thebeartrapsreport.com/blog/2016/06/12/463/ https://www.thebeartrapsreport.com/blog/2016/06/12/463/"  
[X Link](https://x.com/Convertbond/status/742115418014396416)  2016-06-12T22:04Z 127.8K followers, [--] engagements


"Microsoft with $100B in cash on its balance sheet is financing $26B LinkedIn $LNKD acquisition with new debt"  
[X Link](https://x.com/Convertbond/status/742337641983664128)  2016-06-13T12:47Z 127.7K followers, [--] engagements


"Brexit Hangover into Monday's Equity market futures our take here https://www.thebeartrapsreport.com/blog/2016/06/26/sp-futures-open-on-fridays-lows/ https://www.thebeartrapsreport.com/blog/2016/06/26/sp-futures-open-on-fridays-lows/"  
[X Link](https://x.com/Convertbond/status/747198115460026369)  2016-06-26T22:41Z 127.7K followers, [--] engagements


"The Federal Reserve It's not "Federal" and there are no "Reserves""  
[X Link](https://x.com/Convertbond/status/748992849518231553)  2016-07-01T21:33Z 127.5K followers, [--] engagements


"Hearing negative interest rate torn insurance companies in Europe and Japan now piling into U.S. junk bonds (2)"  
[X Link](https://x.com/Convertbond/status/751726538106793984)  2016-07-09T10:35Z 127.8K followers, [--] engagements


"What's the Rising Cost of Credit Default Protection on European Banks Telling us Now https://www.thebeartrapsreport.com/blog/ https://www.thebeartrapsreport.com/blog/"  
[X Link](https://x.com/Convertbond/status/751850314198880256)  2016-07-09T18:47Z 127.8K followers, [--] engagements


"Breaking: UniCredit $UCG to mull $5.5B stock sale equity market cap stands at $13.8B hello"  
[X Link](https://x.com/Convertbond/status/758009791612583936)  2016-07-26T18:43Z 127.7K followers, [--] engagements


"Listen to credit not equity lovers near market highs https://x.com/lcdnews/status/760201416988356608 S&P: US #highyield default rate jumps to 4.5% in July. That's the highest since Aug [----] $ https://t.co/seBY5VQ1N1 $HYG https://x.com/lcdnews/status/760201416988356608 S&P: US #highyield default rate jumps to 4.5% in July. That's the highest since Aug [----] $ https://t.co/seBY5VQ1N1 $HYG"  
[X Link](https://x.com/Convertbond/status/760203285814972416)  2016-08-01T19:59Z 127.7K followers, [--] engagements


"Inside the $1T of Additional Student Loan debt on the Uncle Sam's balance sheet via @Aarondklein https://www.brookings.edu/opinions/deficits-are-dropping-while-debt-is-rising-what-gives/ https://www.brookings.edu/opinions/deficits-are-dropping-while-debt-is-rising-what-gives/"  
[X Link](https://x.com/Convertbond/status/760921480750301184)  2016-08-03T19:33Z 127.7K followers, [--] engagements


"September 21-26th Fed Meeting Bank of Japan Meeting First Presidential Debate #volatility #FOMC"  
[X Link](https://x.com/Convertbond/status/771020893770420228)  2016-08-31T16:24Z 127.7K followers, [--] engagements


"Illinois Default Risk is near must raise taxes - Bill Gross"  
[X Link](https://x.com/Convertbond/status/771032570561724416)  2016-08-31T17:11Z 127.7K followers, [--] engagements


".@benbernanke Stating the Obvious Fed's Colossal Balance Sheet is Here to Stay https://www.brookings.edu/blog/ben-bernanke/2016/09/02/should-the-fed-keep-its-balance-sheet-large/ https://www.brookings.edu/blog/ben-bernanke/2016/09/02/should-the-fed-keep-its-balance-sheet-large/"  
[X Link](https://x.com/Convertbond/status/773228948650098688)  2016-09-06T18:38Z 127.5K followers, [--] engagements


"Pic: Tallest building in the back the one Google $GOOG just bought I mean stole #Dublin Commercial Real Estate http://t.co/sxyHMk7 http://yfrog.com/h03qsonj http://yfrog.com/h03qsonj"  
[X Link](https://x.com/Convertbond/status/77358298600456192)  2011-06-05T12:57Z 127.8K followers, [--] engagements


"Over the last [--] years banks globally have underperformed the rest of the equity market by 50% via @johnauthers #MSCI"  
[X Link](https://x.com/Convertbond/status/777509551562260480)  2016-09-18T14:08Z 127.6K followers, [--] engagements


"Deutsche Bank Debt: $162B Equity: $17B* *equity market capitalization Bloomberg"  
[X Link](https://x.com/Convertbond/status/780362366282264576)  2016-09-26T11:04Z 137.4K followers, [--] engagements


"Last [--] weeks Mexican Peso has gone through [--] of the most violent sell offs in history (all time lows). A very low bar for Clinton last nite"  
[X Link](https://x.com/Convertbond/status/780706862895394816)  2016-09-27T09:53Z 127.8K followers, [--] engagements


"If Mexican Peso's [--] hour (1.3%) rally is telling us something about #debate2016 what's 9% sell off since Aug [--] saying about #Election2016"  
[X Link](https://x.com/Convertbond/status/780713013049487360)  2016-09-27T10:17Z 127.5K followers, [--] engagements


"The Great Debate is private tech equity in a bubble @jonnajarian vs @murphyrosecliff @WAIS_Bermuda"  
[X Link](https://x.com/Convertbond/status/781534652859310084)  2016-09-29T16:42Z 127.5K followers, [--] engagements


"Sen. Warner and Sen. Chambliss giving remarks at noon before the Economic Club of Washington on the Gang of Six discussions #DebtCeiling"  
[X Link](https://x.com/Convertbond/status/78451942476615680)  2011-06-08T13:22Z 127.6K followers, [--] engagements


"Correlation to S&P [---] [----] v [----] Apple .16 v .67 Pfizer .18 v .71 Chevron .29 v .68 GE .51 v .69 IBM .53 v .71 v @BearTrapsReport"  
[X Link](https://x.com/Convertbond/status/785134651757170688)  2016-10-09T15:07Z 127.8K followers, [--] engagements


"Breaking: Fresh Mexican Peso Surge Speaks to Weekend Damage in #Election2016 https://www.thebeartrapsreport.com/blog/2016/10/09/fresh-one-month-high-mexican-peso-surge-in-reaction-to-trump-tapes/ https://www.thebeartrapsreport.com/blog/2016/10/09/fresh-one-month-high-mexican-peso-surge-in-reaction-to-trump-tapes/"  
[X Link](https://x.com/Convertbond/status/785206008075415554)  2016-10-09T19:51Z 127.8K followers, [--] engagements


"Mexican Peso #Election2016 Risk Indicator https://www.thebeartrapsreport.com/blog/2016/10/09/fresh-one-month-high-mexican-peso-surge-in-reaction-to-trump-tapes/ https://www.thebeartrapsreport.com/blog/2016/10/09/fresh-one-month-high-mexican-peso-surge-in-reaction-to-trump-tapes/"  
[X Link](https://x.com/Convertbond/status/785313481822265344)  2016-10-10T02:58Z 127.8K followers, [--] engagements


"Junk Bonds are Telling us Somthing Please Listen https://www.thebeartrapsreport.com/blog/2016/11/05/1360/ https://www.thebeartrapsreport.com/blog/2016/11/05/1360/"  
[X Link](https://x.com/Convertbond/status/794999875708534791)  2016-11-05T20:28Z 127.5K followers, [--] engagements


"Mexican Peso singing Clinton so far https://www.thebeartrapsreport.com/blog/2016/11/08/peso-singing-clinton-so-far/ https://www.thebeartrapsreport.com/blog/2016/11/08/peso-singing-clinton-so-far/"  
[X Link](https://x.com/Convertbond/status/796129269390909440)  2016-11-08T23:16Z 127.8K followers, [--] engagements


"Airlines If an investor had been present at Kitty Hawk back in the early 1900s he should have shot Orville Wright." v @WarrenBuffett"  
[X Link](https://x.com/Convertbond/status/798275727351222276)  2016-11-14T21:25Z 127.8K followers, [--] engagements


"Buffett's Berkshire Hathaway has taken a stake in the major airline companies American United Continental and Delta"  
[X Link](https://x.com/Convertbond/status/798288927236898817)  2016-11-14T22:18Z 127.7K followers, [--] engagements


"Can't help but agree w Bill Gross you'll be better off owning Coca Cola $KO vs Treasuries over next [--] yrs Coke yields the same 2.9%"  
[X Link](https://x.com/Convertbond/status/79909038921494529)  2011-06-12T13:52Z 127.8K followers, [--] engagements


"Great day in beautiful Red Square special thanks to our agent @nurnberg_agency and conference sponsors Sberbank and Gazprombank"  
[X Link](https://x.com/Convertbond/status/808730348527976448)  2016-12-13T17:48Z 127.8K followers, [--] engagements


"Good follows @WallandBroad @jimcramer #Finance #Greece #CNBC"  
[X Link](https://x.com/Convertbond/status/81116049642225664)  2011-06-15T21:49Z 138.8K followers, [--] engagements


"Bond Update: Bond Yields Jump as European Worries Jolt Stocks http://bit.ly/fTzr9z"  
[X Link](https://x.com/Convertbond/status/8159017956286466)  2010-11-26T14:03Z 127.6K followers, [--] engagements


"Tax Reform's impact on Municipal Bonds potentially profound Join our @ACGAnalytics conference call reach out on Bloomberg"  
[X Link](https://x.com/Convertbond/status/832678501060800512)  2017-02-17T19:49Z 127.8K followers, [--] engagements


"US Treasury Bonds* [--] Yr: 3.06% [--] Yr: 2.05% *Only 1% more yield for an extra [--] years thats one FLAT curve https://www.thebeartrapsreport.com/blog/2017/03/03/recession-warning-from-the-5s-30s-curve/ https://www.thebeartrapsreport.com/blog/2017/03/03/recession-warning-from-the-5s-30s-curve/"  
[X Link](https://x.com/Convertbond/status/837715653163376642)  2017-03-03T17:25Z 127.8K followers, [--] engagements


"Junk Bonds vs. One Year Libor* (yield spread) 2017: 302bps 2016: 405bps 2015: 622bps *1 year loans between large banks vs high yield"  
[X Link](https://x.com/Convertbond/status/837724081051009024)  2017-03-03T17:59Z 127.8K followers, [--] engagements


"Tax Reform = S&P Earnings Boost Corp Tax Bracket vs Earnings Addition to S&P [---] 32% v 0% 30% v +3.5% 25% v +6.5% 20% v +9.5% 15% v +12.5%"  
[X Link](https://x.com/Convertbond/status/844274640314875907)  2017-03-21T19:48Z 127.8K followers, [--] engagements


"Breaking: Consumer Confidence 2017: [-----] 2010-16 Mean: [----] https://www.thebeartrapsreport.com/blog/2017/03/28/consumer-confidence-in-trump-sky-high/ https://www.thebeartrapsreport.com/blog/2017/03/28/consumer-confidence-in-trump-sky-high/"  
[X Link](https://x.com/Convertbond/status/846729177902583808)  2017-03-28T14:22Z 127.7K followers, [--] engagements


"Dudley thinks markets are "prepared" for balance sheet normalization doesn't see "taper tantrum" like risk https://x.com/elerianm/status/847800042152841217 Item in the #Dudley interview likely to stimulate discussions in #markets : Remarks on timing and sequencing of balance sheet normallization https://x.com/elerianm/status/847800042152841217 Item in the #Dudley interview likely to stimulate discussions in #markets : Remarks on timing and sequencing of balance sheet normallization"  
[X Link](https://x.com/Convertbond/status/847932221268910081)  2017-03-31T22:02Z 127.8K followers, [--] engagements


"Fed minutes talking up a shift to balance sheet reduction later this year; cuts to coupon reinvestments ($18B a month of current QE)"  
[X Link](https://x.com/Convertbond/status/849684218351431685)  2017-04-05T18:04Z 127.8K followers, [--] engagements


"Interest Coverage Ratio High Yield Junk Bonds 2017: 3.50x 2016: 3.80x 2015: 4.50x 2014: 4.70x 2013: 4.75x https://www.thebeartrapsreport.com/blog/2017/04/09/upside-down-cars-replace-homes/ https://www.thebeartrapsreport.com/blog/2017/04/09/upside-down-cars-replace-homes/"  
[X Link](https://x.com/Convertbond/status/851564727037825024)  2017-04-10T22:37Z 127.5K followers, [--] engagements


"Breaking: Inflation Air Ball [--] Things You Need to Know #CPI https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/ https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/"  
[X Link](https://x.com/Convertbond/status/852869528014946304)  2017-04-14T13:01Z 127.8K followers, [--] engagements


"Colossal Pile of Unsold Cars Leaving a Stain on Core CPI https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/ https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/"  
[X Link](https://x.com/Convertbond/status/853362787602632704)  2017-04-15T21:41Z 127.8K followers, [--] engagements


"Fresh New Highs for Unloved Bonds Six Catalysts Behind the Rally https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/ https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/"  
[X Link](https://x.com/Convertbond/status/853742707059171328)  2017-04-16T22:51Z 127.8K followers, [--] engagements


"Once again Markets Laughing Off the Fed's Calls for Future Rate Hike https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/ https://www.thebeartrapsreport.com/blog/2017/04/14/cpi-inflation-air-ball/"  
[X Link](https://x.com/Convertbond/status/854055904718856192)  2017-04-17T19:36Z 127.8K followers, [--] engagements


"Political Policy Risk driving markets One strong Ruble vs the Euro #Russia $RSX"  
[X Link](https://x.com/Convertbond/status/855525017144221697)  2017-04-21T20:53Z 127.8K followers, [--] engagements


"Apple $AAPL now owns $150B worth of corporate bonds - more than the worlds largest fixed-income mutual fund Bloomberg"  
[X Link](https://x.com/Convertbond/status/860472741291585536)  2017-05-05T12:34Z 127.7K followers, [--] engagements


"If true equities at high risk https://x.com/cernovich/status/862743235268980736 https://x.com/cernovich/status/862743235268980736"  
[X Link](https://x.com/Convertbond/status/862744607242801153)  2017-05-11T19:01Z 127.5K followers, [--] engagements


"Citigroup [----] vs. China 2017: History is repeating itself RIGHT before our very eyes https://www.thebeartrapsreport.com/blog/2017/05/12/a-noble-effort/ https://www.thebeartrapsreport.com/blog/2017/05/12/a-noble-effort/"  
[X Link](https://x.com/Convertbond/status/863173406778380288)  2017-05-12T23:25Z 127.8K followers, [--] engagements


"Breaking: Fed Rate Hikes What Rate Hikes Political Risk in USA surpassing Europe https://www.thebeartrapsreport.com/blog/2017/05/16/u-s-dollar-a-key-technical-break/ https://www.thebeartrapsreport.com/blog/2017/05/16/u-s-dollar-a-key-technical-break/"  
[X Link](https://x.com/Convertbond/status/864790974228299776)  2017-05-17T10:33Z 127.8K followers, [--] engagements


"Russian Equities and the White House stocks on a Key Technical Level https://www.thebeartrapsreport.com/blog/2017/05/20/russian-equities-on-key-technichal-level/ https://www.thebeartrapsreport.com/blog/2017/05/20/russian-equities-on-key-technichal-level/"  
[X Link](https://x.com/Convertbond/status/865937456650170368)  2017-05-20T14:29Z 127.8K followers, [--] engagements


"Dollar Target https://www.thebeartrapsreport.com/blog/2017/05/20/russian-equities-on-key-technichal-level/ https://www.thebeartrapsreport.com/blog/2017/05/20/russian-equities-on-key-technichal-level/"  
[X Link](https://x.com/Convertbond/status/866043788564860934)  2017-05-20T21:31Z 127.8K followers, [--] engagements


"At some point you reach the last quality debtor and the reach beyond costs the most https://x.com/carlquintanilla/status/866624796511137792 "When you see loan data like this in the 9th year of expansion you cant blame the market for this flattening" - @pboockvar https://t.co/omeF6ODkEI https://x.com/carlquintanilla/status/866624796511137792 "When you see loan data like this in the 9th year of expansion you cant blame the market for this flattening" - @pboockvar https://t.co/omeF6ODkEI"  
[X Link](https://x.com/Convertbond/status/866966267621765120)  2017-05-23T10:37Z 127.7K followers, [--] engagements


"Bad news: Consumer Confidence fell to [-----] from [-----] Good News: it's higher than any reading from [----] to [----] *best 2008-16 was 102.6"  
[X Link](https://x.com/Convertbond/status/869560060464300032)  2017-05-30T14:24Z 127.6K followers, [--] engagements


"Tesla and BMW Sales 2017: $11B vs $100B Equity Market Cap: $59B vs. $56B"  
[X Link](https://x.com/Convertbond/status/873222323226255360)  2017-06-09T16:56Z 127.8K followers, [--] engagements


"Why Credit Risk will Veto the Fed's Policy Path Join us on @SquawkBoxEurope in [--] minutes on @CNBC #FOMC"  
[X Link](https://x.com/Convertbond/status/874521111714820096)  2017-06-13T06:57Z 127.8K followers, [--] engagements


"Must Read: The Colossal Rotation $TSLA $FB $QQQ $AAPL $GOOG $AMZN https://www.thebeartrapsreport.com/blog/2017/07/04/nasdaq-100-volatility-largest-premium-over-the-vix-since-2004/ https://www.thebeartrapsreport.com/blog/2017/07/04/nasdaq-100-volatility-largest-premium-over-the-vix-since-2004/"  
[X Link](https://x.com/Convertbond/status/882563076775583745)  2017-07-05T11:33Z 127.8K followers, [--] engagements


"Breaking: Janet Yellen out as Fed Chair - Gary Cohn in #FOMC https://www.thebeartrapsreport.com/blog/2017/07/08/trading-gold-no-youre-trading-financial-conditions/ https://www.thebeartrapsreport.com/blog/2017/07/08/trading-gold-no-youre-trading-financial-conditions/"  
[X Link](https://x.com/Convertbond/status/884905355163160576)  2017-07-11T22:40Z 127.7K followers, [--] engagements


"Dow Jones Industrial Average Business Confidence Consumer Confidence And the Election of @realDonaldTrump Bloomberg data"  
[X Link](https://x.com/Convertbond/status/886644973281697793)  2017-07-16T17:53Z 126.7K followers, [--] engagements


"Most Significant divergence between Exxon $XOM and WTI in years #Oil cc @ReformedBroker"  
[X Link](https://x.com/Convertbond/status/890959522633850881)  2017-07-28T15:37Z 127.8K followers, [--] engagements


"Europe Corporate Bond Index* [----] vs [----] Size: $700B v $1.7T BBB %: 27% v 50%* *IBoxx ECB funded moral hazard"  
[X Link](https://x.com/Convertbond/status/894946160644947969)  2017-08-08T15:39Z 127.8K followers, [--] engagements


"General Growth $GGP was a name that traded better paper up a half point across the curve $VNO $KIM #CMBX #CMBS Real Estate #Mortgage"  
[X Link](https://x.com/Convertbond/status/8959048461)  2010-02-11T12:39Z 127.8K followers, [--] engagements


"From the Highs $FB -5% $NVDA -6% $TSLA -8% $GOOG -8% $NFLX -12% $AMZN -12% $SNAP -60% Bloomberg"  
[X Link](https://x.com/Convertbond/status/895962026568286208)  2017-08-11T10:56Z 127.8K followers, [--] engagements


"Dear Mario $70B a month Really #ECB "Italy posts best annual economic growth since 2011" - FT Concerned Moral Hazard"  
[X Link](https://x.com/Convertbond/status/897733349606928384)  2017-08-16T08:14Z 127.8K followers, [--] engagements


"% of Eurozone Junk Bonds with Yields below US Treasuries 2017: 72% 2016: 16% 2015: 8% 2014: 5% 2013: 3% 2012: 0% 2011: 0% Bloomberg"  
[X Link](https://x.com/Convertbond/status/897749107338510338)  2017-08-16T09:17Z 127.5K followers, [---] engagements


"The Gold (rates trade) is off nearly 6% since Sept [--] (December Fed rate hike probability 20% to 65% - with Treasuries 10s 2.02% to 2.29%)"  
[X Link](https://x.com/Convertbond/status/913022874033774596)  2017-09-27T12:49Z 127.8K followers, [--] engagements


"Breaking: Fannie Freddie will NOT be left in conservatorship - Bloomberg v @stevenmnuchin1 $FNMA equity +26% since early Sept #GSE"  
[X Link](https://x.com/Convertbond/status/918828829602443265)  2017-10-13T13:20Z 139K followers, [---] engagements


"Shoutout to our friend @AcesRose #MustFollow"  
[X Link](https://x.com/Convertbond/status/920404002810028032)  2017-10-17T21:39Z 138.7K followers, [--] engagements


"ECB Taper Euro [-----] to [-----] on the news #Draghi #Forex #Germany #FOMC"  
[X Link](https://x.com/Convertbond/status/923518163794452480)  2017-10-26T11:54Z 127.8K followers, [--] engagements


"Federal Reserve suppressed interest rates for [--] years leaves a $5T hole in US pensions and hands you the bill. God Bless America https://x.com/zerohedge/status/928444609436573696 It Begins: Democratic Senator To Introduce Bill For Taxpayer-Funded Pension Bailouts https://t.co/90SBSIJDX3 https://x.com/zerohedge/status/928444609436573696 It Begins: Democratic Senator To Introduce Bill For Taxpayer-Funded Pension Bailouts https://t.co/90SBSIJDX3"  
[X Link](https://x.com/Convertbond/status/928448693015121920)  2017-11-09T02:26Z 127.6K followers, [---] engagements


"Dont ignore credit risk https://x.com/economics/status/929758143525122048 Zhou's leverage warning sends China bond yield to [----] high https://t.co/AoIAzz5ozz https://t.co/fRfjROETyh https://x.com/economics/status/929758143525122048 Zhou's leverage warning sends China bond yield to [----] high https://t.co/AoIAzz5ozz https://t.co/fRfjROETyh"  
[X Link](https://x.com/Convertbond/status/929759935885381633)  2017-11-12T17:16Z 127.8K followers, [--] engagements


"Down from the Pre-Financial Crisis Highs AIG $AIG -96.4% Fannie $FNMA -96.3%* Royal Bank Scotland $RBS -95.2% Citi $C -87.2% Deutsche Bank $DB -84.6% Bank of Amer $BAC -51.6% Morgan Stanley $MS -47.1% https://www.thebeartrapsreport.com/blog/2017/11/18/ackmans-positive-look-over-fannie-mae-fnma/ https://www.thebeartrapsreport.com/blog/2017/11/18/ackmans-positive-look-over-fannie-mae-fnma/"  
[X Link](https://x.com/Convertbond/status/931967689605644289)  2017-11-18T19:29Z 127.7K followers, [--] engagements


"Credit Risk meets Recession Risk #China #Australia #Bonds"  
[X Link](https://x.com/Convertbond/status/935341325964206080)  2017-11-28T02:55Z 127.7K followers, [--] engagements


"US Stimulus 2008-16 Fannie GSE Support:$7T Federal deficits:$10T State/Local deficits:$3T Federal Reserve QE: $4.7T Nearly $25T https://x.com/convertbond/status/936621826448482305 Dow Jones Industrial Average Nov 2017: [-----] Nov 2016: [-----] Nov 2014: [-----] Whats going on here https://x.com/convertbond/status/936621826448482305 Dow Jones Industrial Average Nov 2017: [-----] Nov 2016: [-----] Nov 2014: [-----] Whats going on here"  
[X Link](https://x.com/Convertbond/status/937056834225147909)  2017-12-02T20:32Z 127.8K followers, [--] engagements


""There's nothing in this world which will so violently distort a man's judgment more than the sight of his neighbor getting rich" JP Morgan [----] (even worse the brother-in-law getting rich on bitcoin crypto)"  
[X Link](https://x.com/Convertbond/status/940629686706753537)  2017-12-12T17:09Z 127.7K followers, [---] engagements


"Presidential Equity Market Drawdowns Hoover: -86% FDR: -54% Bush W: -51% Nixon: -47% Bush W: -43% FDR: -34% Nixon: -34% Reagan: -33% FDR: -29% Truman: -28% JFK: -27% Reagan: -25% LBJ: -22% Obama: -22% IKE: -21% Bush: -19% Clinton: -19% Carter: -17% Trump: v @BearTrapsReport"  
[X Link](https://x.com/Convertbond/status/941414596031713280)  2017-12-14T21:08Z 127.4K followers, [---] engagements


"Never ever forget - Credit Leads Equities - S&P [---] up 19% on the year yet high yield (junk bonds) $JNK ETF is below its [--] [---] and [---] day moving averages unusual - Via @TruthGundlach"  
[X Link](https://x.com/Convertbond/status/941468107796860928)  2017-12-15T00:41Z 127.5K followers, [--] engagements


"2017 Cobalt: +129% Lithium: +64% Steel: +41% Copper: +28% ECB Balance Sheet: +22% Coal: +20% Uranium: +19% Oil: +16% Gold: +10% US Junk Bonds: +10% US REITs: +7% Silver: +2% Bond Yields: +4bps US Dollar: -8% Natural Gas: -28% Via @BearTrapsReport"  
[X Link](https://x.com/Convertbond/status/944934645577240576)  2017-12-24T14:15Z 127.5K followers, [---] engagements


"CEOs must also understand the societal impact of your business." BlackRocks Larry Fink (Does that include controlling unbridled product innovation in asset management to ensure investors have functional liquidity harm prevention) #ETFs"  
[X Link](https://x.com/Convertbond/status/957038442344583168)  2018-01-26T23:52Z 127.8K followers, [--] engagements


"A Fed Behind the Curve The probability of Fed Rate Hikes in [----] has Doubled since the last FOMC Meeting: https://www.thebeartrapsreport.com/blog/2018/01/31/inside-the-mind-of-the-fed/ https://www.thebeartrapsreport.com/blog/2018/01/31/inside-the-mind-of-the-fed/"  
[X Link](https://x.com/Convertbond/status/958822671176863744)  2018-01-31T22:01Z 127.7K followers, [--] engagements


"Regime Change. Equity Market Volatility and Bond Yields Moving Higher Together; What's Behind this New Trend #RIA #CFP #CIO #CFA https://www.thebeartrapsreport.com/blog/2018/02/03/regime-change/ https://www.thebeartrapsreport.com/blog/2018/02/03/regime-change/"  
[X Link](https://x.com/Convertbond/status/959786340337553409)  2018-02-03T13:51Z 127.6K followers, [--] engagements


"Higher Bond Yields and Equity Market Volatility something we haven't seen since the [----] Taper Tantrum https://www.thebeartrapsreport.com/blog/2018/02/03/regime-change/ https://www.thebeartrapsreport.com/blog/2018/02/03/regime-change/"  
[X Link](https://x.com/Convertbond/status/959796777544310784)  2018-02-03T14:32Z 127.8K followers, [--] engagements


"God Bless America The United Arab Emirates will import the countrys first oil cargo from the United States - Reuters #Energy"  
[X Link](https://x.com/Convertbond/status/960935247193038848)  2018-02-06T17:56Z 127.7K followers, [--] engagements


"China's Holding of US Treasury Bonds 2017: $1.2T 2016: $1.1T [----] $1.2T 2013: $1.3T 2012: $1.2T 2011: $1.3T 2010: $1.2T 2009: $770B 2008: $740B 2007: $650B Bloomberg data"  
[X Link](https://x.com/Convertbond/status/964513205346238465)  2018-02-16T14:54Z 127.8K followers, [--] engagements


"Libor Credit Risk https://x.com/raoulgmi/status/970060653145837569 https://www.thebeartrapsreport.com/blog/2018/03/01/why-the-libor-spike-matters-to-stocks-and-profit-margins/ The first casualty from the shortage of $ Libor funding looks like it may well be $DB Deutsche Bank. Libor-OIS spreads are blowing out as is Libor spread over Fed Funds. A state bailout awaits at some point. https://t.co/dgNWmHoDAn https://x.com/raoulgmi/status/970060653145837569 https://www.thebeartrapsreport.com/blog/2018/03/01/why-the-libor-spike-matters-to-stocks-and-profit-margins/ The first casualty from the"  
[X Link](https://x.com/Convertbond/status/970079131890274304)  2018-03-03T23:31Z 127.8K followers, [--] engagements


"Amazon $AMZN (quarterly view)"  
[X Link](https://x.com/Convertbond/status/972139702437515264)  2018-03-09T15:59Z 127.8K followers, [--] engagements


"Tesla $TSLA Rating: B- S&P Annual Cash Burn: $3B Cash raised since 2014: $8B https://x.com/monetarypolaris/status/974741605323227136 https://x.com/monetarypolaris/status/974741605323227136"  
[X Link](https://x.com/Convertbond/status/974757080983855105)  2018-03-16T21:19Z 127.8K followers, [--] engagements


"Facebook's Largest Holders $FB Vanguard 170m shs BlackRock 147m shs Fidelity 122m shs State Street 91m shs *heavyweight index funds a passive asset management risk point indeed. The first wave of selling fast money hedge funds slow money is next w further stress"  
[X Link](https://x.com/Convertbond/status/976468435281629184)  2018-03-21T14:39Z 127.8K followers, [--] engagements


"Market Probability of a June Fed Rate Hike Last Week: 93% This Week: 69% #Futures #FOMC"  
[X Link](https://x.com/Convertbond/status/978984139574661120)  2018-03-28T13:16Z 127.7K followers, [--] engagements


"Big Oil Names: if you bought the $XLE ten years ago (the absolute hottest stocks in the hottest sector) you're down 20% $XOM $SLB $CVX $COP $EOG $OXY $HAL $VLO via @BearTrapsReport"  
[X Link](https://x.com/Convertbond/status/985206952908283904)  2018-04-14T17:23Z 127.8K followers, [--] engagements


"@RonaldLiu3 @redvetttes @BearTrapsReport JPM's overall charge-offs climbed by $100 million to $1.3 billion in the quarter driven entirely by this increase in souring credit card loans which jumped 18.7% Y/Y from $993MM to $1.170BN"  
[X Link](https://x.com/Convertbond/status/985217252604727297)  2018-04-14T18:04Z 136.7K followers, [--] engagements


"Alert: Italian Prime Minister Silvio Berlusconi will give a televised address to the nation at 3pm addressing the Italian Senate at 5:30"  
[X Link](https://x.com/Convertbond/status/98725654018801664)  2011-08-03T12:03Z 138.7K followers, [--] engagements


"Important chart showing all recessions predicted by the Fed Via @OccupyWisdom"  
[X Link](https://x.com/Convertbond/status/987317720684355586)  2018-04-20T13:11Z 127.8K followers, [---] engagements


"Cable = Buggie Whip Makers Total subscriber growth plunged 57% y/y led by video penetration = headwinds as more customers pull the plug (use $NFLX and $AMZN content) - sector down 31% now since all time high in Aug last year Via @BearTrapsReport"  
[X Link](https://x.com/Convertbond/status/989864333973884930)  2018-04-27T13:50Z 127.7K followers, [--] engagements

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