# ![@QAGELLC Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2585771166.png) @QAGELLC David Levenson. I am increasing low beta leverage.

Global economic concerns are rising, with emerging market currencies, such as the Brazilian Real and Indonesian Rupiah, hitting multi-year lows. The US dollar is strengthening, which is not good for risk equity and tech exports. Market volatility is also increasing, with expectations of lower interest rates and potential policy changes from central banks like the ECB and Fed.

### Engagements: [------] [#](/creator/twitter::2585771166/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2585771166/c:line/m:interactions.svg)

- [--] Week [-------] +0.02%
- [--] Month [-------] +4.80%
- [--] Months [---------] +65%
- [--] Year [---------] +141%

### Mentions: [--] [#](/creator/twitter::2585771166/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2585771166/c:line/m:posts_active.svg)

- [--] Week [---] -38%
- [--] Month [---] +45%
- [--] Months [-----] +26%
- [--] Year [-----] +34%

### Followers: [------] [#](/creator/twitter::2585771166/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2585771166/c:line/m:followers.svg)

- [--] Week [------] +1.20%
- [--] Month [------] +6.30%
- [--] Months [------] +48%
- [--] Year [------] +119%

### CreatorRank: [-------] [#](/creator/twitter::2585771166/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2585771166/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  31.86% [cryptocurrencies](/list/cryptocurrencies)  7.96% [stocks](/list/stocks)  4.42% [countries](/list/countries)  3.1% [exchanges](/list/exchanges)  2.65% [currencies](/list/currencies)  2.21% [technology brands](/list/technology-brands)  1.77% [gaming](/list/gaming)  0.44% [financial services](/list/financial-services)  0.44% [social networks](/list/social-networks)  0.44%

**Social topic influence**
[mortgage rate](/topic/mortgage-rate) #31, [bitcoin](/topic/bitcoin) #3672, [money](/topic/money) 4.87%, [crypto](/topic/crypto) 3.98%, [if you](/topic/if-you) 3.98%, [liquidity](/topic/liquidity) 3.1%, [in the](/topic/in-the) 2.65%, [flow](/topic/flow) 2.21%, [level](/topic/level) 2.21%, [nasdaq](/topic/nasdaq) 2.21%

**Top accounts mentioned or mentioned by**
[@frugal_saver](/creator/undefined) [@b2balzer](/creator/undefined) [@davevermilion](/creator/undefined) [@mikealfred](/creator/undefined) [@bigdoglife](/creator/undefined) [@thestalwart](/creator/undefined) [@bizniz203](/creator/undefined) [@bitcoinaiguy](/creator/undefined) [@uncle_shutup](/creator/undefined) [@louisianafree](/creator/undefined) [@mryoung151](/creator/undefined) [@franksosa64](/creator/undefined) [@whatle73795](/creator/undefined) [@padredelaverde2](/creator/undefined) [@frankbaere](/creator/undefined) [@pittybull23](/creator/undefined) [@grantcardone](/creator/undefined) [@eladiosantiag14](/creator/undefined) [@one_sail](/creator/undefined) [@psy_nce](/creator/undefined)

**Top assets mentioned**
[Bitcoin (BTC)](/topic/bitcoin) [Microsoft Corp. (MSFT)](/topic/microsoft) [Noble Corporation (NE)](/topic/$ne) [Goldman Sachs (GS)](/topic/goldman-sachs) [Morgan Stanley (MS)](/topic/morgan-stanley)
### Top Social Posts
Top posts by engagements in the last [--] hours

"https://x.com/i/spaces/1djGXWAAdEVKZ https://x.com/i/spaces/1djGXWAAdEVKZ"  
[X Link](https://x.com/QAGELLC/status/1990080074607985018)  2025-11-16T15:30Z 21.1K followers, 10.2K engagements


"If you had not noticed mortgage rates are now lower than they were prior to the start of the second wave of rate cuts. The 30Y fixed was [----] yesterday versus [----] the start [--] days ago on 9/17/25 on the second wave of rate cuts. And since October [--] [----] crypto has shed $1.33 trillion 31% even as general equity has risen to record levels. Lower crypto and equity values will flow into mortgages and accelerate prepayment speeds. Lower mortgage rates will shift capital flow to more labor intensive industries. https://twitter.com/i/web/status/2004173122908439020"  
[X Link](https://x.com/QAGELLC/status/2004173122908439020)  2025-12-25T12:51Z 21.1K followers, [---] engagements


"$MAMA #MAMA crying"  
[X Link](https://x.com/QAGELLC/status/2009731728449868164)  2026-01-09T20:59Z 20.8K followers, [----] engagements


"$MAMA not good FAANG flow out. Low beta is receiving that flow"  
[X Link](https://x.com/QAGELLC/status/2011183446312231239)  2026-01-13T21:07Z 20.8K followers, [----] engagements


"Sadly record low value in dollars for the Indonesian rupiah falling below the July [----] low"  
[X Link](https://x.com/QAGELLC/status/2012004452916703565)  2026-01-16T03:30Z 20.9K followers, [----] engagements


"Dollar acceleration in emerging market currencies. This will hurt eurozone banks"  
[X Link](https://x.com/QAGELLC/status/2013524369696293122)  2026-01-20T08:09Z 20.8K followers, [----] engagements


"Peter you wont respond to this and you will not engage with me. You wont let me speak on your spaces or you have so far because of your take you dont want to hear an irrational contravening view. He didnt say were in a housing bubble. He didnt say that at all he said we have elevated prices and one way of making housing more affordable is to get reached out the other way is to enact policies that make houses more easy to build in the third way is an act policies that causes housing to go down but in no way was it a statement that housing is in a bubble and that is exactly the type of paranoid"  
[X Link](https://x.com/QAGELLC/status/2014006618208264192)  2026-01-21T16:06Z 20.8K followers, [----] engagements


"SaaS index is a bad sign for semis soon"  
[X Link](https://x.com/QAGELLC/status/2014322976221515934)  2026-01-22T13:03Z 20.8K followers, [----] engagements


"Mortgage rate falling"  
[X Link](https://x.com/QAGELLC/status/2015932456294137976)  2026-01-26T23:38Z 20.8K followers, [----] engagements


"Swiss negative rates https://www.cnbc.com/2026/01/28/swiss-franc-us-dollar-price-fx-exchange-rate-trump-switzerland-snb-currency.html https://www.cnbc.com/2026/01/28/swiss-franc-us-dollar-price-fx-exchange-rate-trump-switzerland-snb-currency.html"  
[X Link](https://x.com/QAGELLC/status/2017110800100372850)  2026-01-30T05:41Z 20.8K followers, [----] engagements


"Five below is seven below a high monthly clothes of all time and theyre not on the S&P [---] which is nice because thats the potential when they do better and rise further Roblox is an a massive rollover of its second mode in their bi model distribution"  
[X Link](https://x.com/QAGELLC/status/2017314935949185395)  2026-01-30T19:12Z 21K followers, [----] engagements


"Pfizer less than $1 from [--] year high"  
[X Link](https://x.com/QAGELLC/status/2017324136666743010)  2026-01-30T19:48Z 20.8K followers, [----] engagements


"Bank failure https://www.fdic.gov/news/press-releases/2026/first-independence-bank-detroit-michigan-assumes-all-deposits-metropolitan https://www.fdic.gov/news/press-releases/2026/first-independence-bank-detroit-michigan-assumes-all-deposits-metropolitan"  
[X Link](https://x.com/QAGELLC/status/2017424362094112846)  2026-01-31T02:27Z 20.9K followers, [----] engagements


"@intocryptoverse Its a good idea to consider that there has been a linear transformation and its looking for a low. Instead of having a bullish bias"  
[X Link](https://x.com/QAGELLC/status/2017737089337413904)  2026-01-31T23:09Z 20.9K followers, [----] engagements


"@TheStalwart Credit default swap traders will take a different view"  
[X Link](https://x.com/QAGELLC/status/2018193285131468975)  2026-02-02T05:22Z 20.8K followers, [---] engagements


"@TheStalwart Oracle will become cash flow positive only after they are forced by credit default swap traders to cancel some projects"  
[X Link](https://x.com/QAGELLC/status/2018333832894713918)  2026-02-02T14:40Z 20.9K followers, [---] engagements


"Walmart is in the trillion dollar club now and Lily isnt far behind and the faster these things rise. The more money can leave $MAMA and XLP"  
[X Link](https://x.com/QAGELLC/status/2018713803832090921)  2026-02-03T15:50Z 20.9K followers, [----] engagements


"@TheStalwart This has become more important than that. Too much liquidity exists and that can drive PEP to a [--] year high despite the earnings data. This is the result of too much fed balance sheet"  
[X Link](https://x.com/QAGELLC/status/2018726813992956164)  2026-02-03T16:42Z 21K followers, [----] engagements


"I hope you can see where the money is going because everybody can see where its leaving. And for those who think were starting a commodity super cycle you are gonna be as wrong as wrong can be that is on the other side of the reset that is on the other side of the main street refinancing wave that is gonna be the greatest time in a decade for Main St. America https://twitter.com/i/web/status/2018735809688404079 https://twitter.com/i/web/status/2018735809688404079"  
[X Link](https://x.com/QAGELLC/status/2018735809688404079)  2026-02-03T17:18Z 20.9K followers, [----] engagements


"Where is money going. And where is it leaving"  
[X Link](https://x.com/QAGELLC/status/2018741408639709225)  2026-02-03T17:40Z 20.9K followers, [----] engagements


"https://x.com/i/spaces/1vAxRQOzbWNJl https://x.com/i/spaces/1vAxRQOzbWNJl"  
[X Link](https://x.com/QAGELLC/status/2018872982144205280)  2026-02-04T02:23Z 20.8K followers, [----] engagements


"Five below is only 5% below a record monthly price level"  
[X Link](https://x.com/QAGELLC/status/2019023114131173658)  2026-02-04T12:19Z 21K followers, [----] engagements


"https://x.com/i/spaces/1OyKAjZrMLrGb https://x.com/i/spaces/1OyKAjZrMLrGb"  
[X Link](https://x.com/QAGELLC/status/2019194858565771757)  2026-02-04T23:42Z 21K followers, [----] engagements


"BTC back to a whisker above the 69K on 11/20/21 thats [----] months and underperforming a money market fund Japanese 40Y completing top"  
[X Link](https://x.com/QAGELLC/status/2019298377494847917)  2026-02-05T06:33Z 20.8K followers, [----] engagements


"Down [----] trillion 45%. -2.14T is only 250billion away"  
[X Link](https://x.com/QAGELLC/status/2019389343610380590)  2026-02-05T12:35Z 20.8K followers, [----] engagements


"1000 divided by 3"  
[X Link](https://x.com/QAGELLC/status/2019395869704090031)  2026-02-05T13:01Z 20.8K followers, [----] engagements


"The 40Y JGB has declined to only 17.3BP above its May [--] [----] peak [--] months and [--] days ago. There was more hysteria in the last few basis points rise from the May [--] high of 3.695% than the rise from 0.041% yield which had a [----] year payback period. As yields rose in Japan they didnt pose a problem. The problem now is that high and falling yields produced double digit returns in government guaranteed in instruments against the default which is extremely bad for the Nikkei [---] price level. https://twitter.com/i/web/status/2019401278925725734 https://twitter.com/i/web/status/2019401278925725734"  
[X Link](https://x.com/QAGELLC/status/2019401278925725734)  2026-02-05T13:22Z 20.8K followers, [----] engagements


"@TheStalwart The federal reserve balance sheet Rose by a factor of [--] and [--] years that was extremely supportive of crypto. The expansion of the Fed Balance is over"  
[X Link](https://x.com/QAGELLC/status/2019433700870771163)  2026-02-05T15:31Z 21K followers, [---] engagements


"@TheStalwart They can replace those very easily by scraping all the information thats ever been produced by these companies and reverse engineer it"  
[X Link](https://x.com/QAGELLC/status/2019544288653373720)  2026-02-05T22:50Z 20.8K followers, [----] engagements


"@condina_cosmo @frank_baere Well obviously youre long and unfortunately youre wrong so youll feel it. Im sorry that your brain washed and into only something that thats already done 50% in less than four months and you dont even think about trying to sell it. Thats sad"  
[X Link](https://x.com/QAGELLC/status/2019564090080002055)  2026-02-06T00:09Z 20.8K followers, [---] engagements


"I am flattening. Im a little concerned about the speed of the decline in the next [--] hours. I dont care what happens. Im not in the area of having a leverage on something where the volatility goes from 30s to [---] Ish so Im closing out my leverage short in the next [--] hours if it starts to move Im scaling out already by the end of excuse me in the next [--] hours Id like to try to wait till the morning and then do the rest of the afternoon but might have to just sterilize it before market hours. I dont like the set up do I believe its going below [--] do I believe it can go below one absolutely my"  
[X Link](https://x.com/QAGELLC/status/2019564545165955401)  2026-02-06T00:11Z 20.8K followers, [---] engagements


"@condina_cosmo @frank_baere There is no way Im wrong. You can throw away your money instead of giving it to charity. I cant change your mind. Im not gonna waste my time with someone who is not open minded if you subscribe you figure out why Im right"  
[X Link](https://x.com/QAGELLC/status/2019580386313916434)  2026-02-06T01:14Z 20.8K followers, [---] engagements


"Youre a clown loser liar fool piece of garbage because I never said its happening in a week and if you look at my highlighted tweets it showed that at 4:29 AM on April [--] I covered a short at [---------] I included my friend Grant Cardone in the post because real people got fake lying loser pieces of garbage like you get to fake things so I in the middle of a trend said were losing momentum on the downside. Im covering so shut up throw away all your money youll be unhoused soon if you dont try to learn. https://twitter.com/i/web/status/2019581168249700485"  
[X Link](https://x.com/QAGELLC/status/2019581168249700485)  2026-02-06T01:17Z 20.8K followers, [---] engagements


"https://x.com/i/spaces/1kvJpMbRXEMxE https://x.com/i/spaces/1kvJpMbRXEMxE"  
[X Link](https://x.com/QAGELLC/status/2019590530947248496)  2026-02-06T01:54Z 20.8K followers, [----] engagements


"Japanese 40Y JGB is only [----] bo from a breakout failure"  
[X Link](https://x.com/QAGELLC/status/2019591508253704243)  2026-02-06T01:58Z 20.8K followers, [----] engagements


"@mryoung151 Liar and abuser of woman IMO book mark this"  
[X Link](https://x.com/QAGELLC/status/2019622814324781322)  2026-02-06T04:02Z 20.8K followers, [---] engagements


"I am uncomfortable being short BTC leveraged with Bitcoin volatility exceeding [--] today. Going flat until local stability. I maintain longer term view of significantly more declines in crypto ahead"  
[X Link](https://x.com/QAGELLC/status/2019633914730500344)  2026-02-06T04:47Z 20.9K followers, [----] engagements


"Thanks to tariffs. America has stronger car companies"  
[X Link](https://x.com/QAGELLC/status/2019738949200081225)  2026-02-06T11:44Z 20.8K followers, [----] engagements


"Join us for a discussion about why volatility in crypto and bonds along with global policy and markets produced this position transformation https://x.com/i/spaces/1YqxolvyeNkKv https://x.com/i/spaces/1YqxolvyeNkKv"  
[X Link](https://x.com/QAGELLC/status/2019748631192953132)  2026-02-06T12:22Z 20.8K followers, [----] engagements


"@Cute_az_Duckz Why"  
[X Link](https://x.com/QAGELLC/status/2019752154659967240)  2026-02-06T12:36Z 20.8K followers, [---] engagements


"https://x.com/i/spaces/1lPKqvOXLzeGb https://x.com/i/spaces/1lPKqvOXLzeGb"  
[X Link](https://x.com/QAGELLC/status/2019781122813493709)  2026-02-06T14:32Z 20.9K followers, [----] engagements


"@frank_baere The future explosion following it deflation to its terminus"  
[X Link](https://x.com/QAGELLC/status/2019817074382762265)  2026-02-06T16:54Z 20.9K followers, [----] engagements


"@Bank__28 I did. I covered SBIT"  
[X Link](https://x.com/QAGELLC/status/2019839125730492729)  2026-02-06T18:22Z 20.8K followers, [---] engagements


"He is saying that Bitcoin dominance will grow and that they will have access to power. The other ones will not so the other ones cannot succeed in bitcoin will survive. My view is hes like everybody else who doesnt understand anything about the concept of liquidity Capital formation and volatility because if he understood that he wouldnt put [--] penny in those asset now"  
[X Link](https://x.com/QAGELLC/status/2019949505186013213)  2026-02-07T01:41Z 20.9K followers, [----] engagements


"https://x.com/i/spaces/1nAJEEpapNlJL https://x.com/i/spaces/1nAJEEpapNlJL"  
[X Link](https://x.com/QAGELLC/status/2019949730663473330)  2026-02-07T01:41Z 21.1K followers, [----] engagements


"@davevermilion Can you do and MCD analysis on MCD. About the same as WMT KO MCD LLY JNJ"  
[X Link](https://x.com/QAGELLC/status/2019950320831406589)  2026-02-07T01:44Z 20.9K followers, [---] engagements


"https://www.mortgagenewsdaily.com/ https://www.mortgagenewsdaily.com/"  
[X Link](https://x.com/QAGELLC/status/2020027122899734627)  2026-02-07T06:49Z 20.9K followers, [----] engagements


"@elerianm @WSJ Its good old fashion deleveraging. Dollar stability is a powerful signal that liquidity wont be added at the same pace. Its observable in the price of staples and hearing care rising as tech deflation continues"  
[X Link](https://x.com/QAGELLC/status/2020153157456646444)  2026-02-07T15:10Z 20.8K followers, [---] engagements


"You would do well to book mark this post and review it monthly. This companys price has risen massively from it 1Y low. This company was either massively overvalued or is massively overvalued now. Allow time to that judge. Write a small note on X every month to gauge your own views. Small sized companies can be suppressed or support for a time Review your own thoughts in a monthly time series for future reference as framework of all price move and your reflexivity. Monitor this in the context of IWM SPX QQQ TNX https://twitter.com/i/web/status/2020155671191146787"  
[X Link](https://x.com/QAGELLC/status/2020155671191146787)  2026-02-07T15:20Z 20.9K followers, [---] engagements


"@StockNews690137 No. I like low beta sectors The SP500 includes highly disfavored sectors XLC XLK"  
[X Link](https://x.com/QAGELLC/status/2020155978302267491)  2026-02-07T15:21Z 20.8K followers, [---] engagements


"@Apex_watts @SmallCapSnipa Youll see it you need to have momentum and the normalization of the distribution of the derivative curve and so its just about observational acceleration and because theyre smaller theyll be able to be moved up faster"  
[X Link](https://x.com/QAGELLC/status/2020237490670518341)  2026-02-07T20:45Z 20.9K followers, [---] engagements


"Im looking for long-term positioning not scalping. Im extremely uncomfortable about people expecting the euro to maintain its strength given the absurdity of their policy and I like biggest and fastest but I dont like anything in basic material materials energies and financials and industrials because they are not gonna do well under a stronger dollar in a global challenging environment in my opinion"  
[X Link](https://x.com/QAGELLC/status/2020237760804589781)  2026-02-07T20:46Z 20.9K followers, [---] engagements


"Please join"  
[X Link](https://x.com/QAGELLC/status/2020270305625927893)  2026-02-07T22:55Z 20.9K followers, [----] engagements


"You failed to incorporate a monetary policy variable A singular event with no possibility of repeating which is a [--] X increase in the federal reserve balance sheet appears nowhere in your formula so your formula cant possibly generate a durable response. Its the same reason why black shows blew up the year after they got the noble prize. https://twitter.com/i/web/status/2020270935719161872 https://twitter.com/i/web/status/2020270935719161872"  
[X Link](https://x.com/QAGELLC/status/2020270935719161872)  2026-02-07T22:58Z 20.9K followers, [---] engagements


"PFE exceeded the highest monthly close since prior to the start of rate cuts. Rate cuts initially drove down health care to support tech. Thats over"  
[X Link](https://x.com/QAGELLC/status/2020385250845815204)  2026-02-08T06:32Z 20.9K followers, [----] engagements


"XLV divided by XLK has overtaken The May [----] level"  
[X Link](https://x.com/QAGELLC/status/2020386069293011120)  2026-02-08T06:35Z 20.9K followers, [----] engagements


"@mryoung151 Risk assets on the left Treasuries on the right"  
[X Link](https://x.com/QAGELLC/status/2020501212458877101)  2026-02-08T14:13Z 20.9K followers, [---] engagements


"@Pittybull23 Its volatility suppression which is counter trend and itll exhaust itself at some point and resume thats why I was out on Thursday night with my post"  
[X Link](https://x.com/QAGELLC/status/2020578304286441858)  2026-02-08T19:19Z 20.9K followers, [---] engagements


"Bonds are bid at the longest term despite the big equity move. Dont ignore this"  
[X Link](https://x.com/QAGELLC/status/2020680562776686867)  2026-02-09T02:06Z 20.9K followers, [----] engagements


"@MatiGreenspan @KorraFinance An acceleration of exit liquidity overwhelmed dealers that backed away and allowed Vega to almost triple and reach resistance. Volatility will come back down and allow Bitcoin to resume. Its moved down to below $12627.20 which is its first surrendered decimal"  
[X Link](https://x.com/QAGELLC/status/2020702467286290803)  2026-02-09T03:33Z 20.9K followers, [----] engagements


"The 40Y JGB is [----] bp from failing a breakout going back to May [--] [----]. [--] months and [--] weeks. Ignore the noise folks this is huge news"  
[X Link](https://x.com/QAGELLC/status/2020704356027527183)  2026-02-09T03:40Z 20.9K followers, [----] engagements


"Fridays rally was way too generous in the Nasdaq. Japanese curve flattening is becoming an existential threat to the post Covid era liquidity driven global equity rally. [----] bp from a almost [--] month roundtrip. Japanese 40Y JGB yields and MSTR are the [--] highest value canaries in the global liquidity mine. https://twitter.com/i/web/status/2020815611429802044 https://twitter.com/i/web/status/2020815611429802044"  
[X Link](https://x.com/QAGELLC/status/2020815611429802044)  2026-02-09T11:02Z 20.9K followers, [----] engagements


"They cant see market prices as they hide behind [---] PhDs who were as wrong as wrong could be in [----]. In [----] the Fed economists predict [--] bp of hikes by year end [----] despite surging commodity prices and nominal GDP near 10%. They caused massive asset inflation. Now its the reverse. Get a market person in there. https://twitter.com/i/web/status/2020816949391880405 https://twitter.com/i/web/status/2020816949391880405"  
[X Link](https://x.com/QAGELLC/status/2020816949391880405)  2026-02-09T11:08Z 20.9K followers, [----] engagements


"@DowdEdward Do not expect the Fed to properly expect that"  
[X Link](https://x.com/QAGELLC/status/2020820047766118424)  2026-02-09T11:20Z 20.9K followers, [----] engagements


"Ignore the deterioration in the US two year note yield and the Japanese [--] year bond yield at your peril"  
[X Link](https://x.com/QAGELLC/status/2020870759430668371)  2026-02-09T14:41Z 21K followers, [----] engagements


"I strongly doubt the trade was ever actually put on It would never pass the wrist department at any hedge fund a concentrated liquid position against other concentrated a liquid positions. It makes no sense. It wouldnt survive a wrist department but it certainly wont survive time but people get to say what theyve done and forget about it on the Internet because its not real money. Anybody long IREN in size just gave a gift to the people they bought it for because they are their exit https://twitter.com/i/web/status/2020897030575415446 https://twitter.com/i/web/status/2020897030575415446"  
[X Link](https://x.com/QAGELLC/status/2020897030575415446)  2026-02-09T16:26Z 20.9K followers, [---] engagements


"Peter Schiff is wrong and so is someone who doesnt recognize that the move from [-----] to [------] was driven by the explosion of federal reserve balance sheet They started to take it down at the momentum was still there and now Bitcoin is extremely unlikely to be able to hold [-----] as a low In the rally from Aug [----] bitcoin rose twice as much as its volatility but now its volatility is falling three times as fast as Bitcoins price. The lack of volatility the lack of energy the smothering by hold us a Bitcoin of the volatility through call selling is going to take a long time to overcome in"  
[X Link](https://x.com/QAGELLC/status/2020995533003714565)  2026-02-09T22:57Z 20.9K followers, [---] engagements


"@AndreasSteno Read my work. NDX rising was inflationary and its decline is disinflationary. That is housing stimulating under lower mortgage rates"  
[X Link](https://x.com/QAGELLC/status/2021010852648976707)  2026-02-09T23:58Z 21K followers, [----] engagements


"@Jethroe111 @saylor @MicroStrategy You are beyond delusional if you think that there is any ability for Saylor to continue staying in the company in any level unless all of those coins come out"  
[X Link](https://x.com/QAGELLC/status/2021046060622414016)  2026-02-10T02:18Z 20.9K followers, [---] engagements


"I completely understand your chart view and that chart view is incomplete. In a shorter term timeframe you can have supply but mortgage refinancing will destroy more dollars than sentiment or the charts will produce and that will create a contagion across the emerging markets and commodities and this is what happened in [----] but its gonna happen much more rapidly this time https://twitter.com/i/web/status/2021046735896719763 https://twitter.com/i/web/status/2021046735896719763"  
[X Link](https://x.com/QAGELLC/status/2021046735896719763)  2026-02-10T02:21Z 20.9K followers, [---] engagements


"Korea is largely a semiconductor story and you can look to other ones that are much worse but again youre looking at some local momentum and theres something far more dominant than a chart pattern. Were in a massive uptrend that had been interfered with by policy makers but the resolution is too much much higher dollar levels thats what equilibrium is https://twitter.com/i/web/status/2021046976146481301 https://twitter.com/i/web/status/2021046976146481301"  
[X Link](https://x.com/QAGELLC/status/2021046976146481301)  2026-02-10T02:22Z 20.9K followers, [---] engagements


"In my world there is no way this commodity is a [--] to [--] year. Its over were at the end of the commodities cycle not the beginning and ride as long as you want. Enjoy as again I say you will be able to get out youll see the decay of this I gotta get trapped unless they follow you and listen to you. The casual observer of your work is gonna get slaughtered. They need to follow you to make sure that they get your signal when youre ready to go cause youll catch the exact moment too many people wont. https://twitter.com/i/web/status/2021048068779479526"  
[X Link](https://x.com/QAGELLC/status/2021048068779479526)  2026-02-10T02:26Z 20.9K followers, [---] engagements


"I have seen all these cycles before going back to the late 70s We have never had this level of support from markets through the suppression of the dollar and they are running out of dollar suppression and its gonna be very ugly for these risk assets and sweet for mortgages and bonds"  
[X Link](https://x.com/QAGELLC/status/2021048283418784143)  2026-02-10T02:27Z 20.9K followers, [---] engagements


"This is why I dont love oil"  
[X Link](https://x.com/QAGELLC/status/2021124864212345265)  2026-02-10T07:31Z 21K followers, [----] engagements


"FIVE below is less than [--] below a record monthly close"  
[X Link](https://x.com/QAGELLC/status/2021129277534539777)  2026-02-10T07:49Z 21K followers, [----] engagements


"@theRealKiyosaki You are sad"  
[X Link](https://x.com/QAGELLC/status/2021131048185127332)  2026-02-10T07:56Z 20.9K followers, [---] engagements


"@ChristianHeiens This is a decaying threat as China gets smaller China is selling us less and we issue less debt"  
[X Link](https://x.com/QAGELLC/status/2021131806028763136)  2026-02-10T07:59Z 20.9K followers, [---] engagements


"@joecarlsonshow You are crazy if you trust MSFT earnings They have an ocean of deflation to write off"  
[X Link](https://x.com/QAGELLC/status/2021134367213441061)  2026-02-10T08:09Z 21K followers, [---] engagements


"You cant unsee this"  
[X Link](https://x.com/QAGELLC/status/2021136183464518084)  2026-02-10T08:16Z 21K followers, [----] engagements


"110.10. Beware"  
[X Link](https://x.com/QAGELLC/status/2021143235343548919)  2026-02-10T08:44Z 20.9K followers, [----] engagements


"https://x.com/i/spaces/1djGXWVByrEKZ https://x.com/i/spaces/1djGXWVByrEKZ"  
[X Link](https://x.com/QAGELLC/status/2021213504137470244)  2026-02-10T13:23Z 21.1K followers, [----] engagements


"@squints_winked @Jethroe111 @saylor @MicroStrategy Join our spaces. Market participants have reasons to short"  
[X Link](https://x.com/QAGELLC/status/2021265458826019241)  2026-02-10T16:50Z 21K followers, [---] engagements


"Repost the last spaces crashed. Please join us for an amazing hour with an exceptional mind with an ocean of eclectic skills and knowledge"  
[X Link](https://x.com/QAGELLC/status/2021289078847611061)  2026-02-10T18:24Z 21K followers, [----] engagements


"@JaguarAnalytics Melting adjustable mortgage rates will trigger a toxic bull flattener as the share of ARM mortgages increases from [---] through [--] the [--] year high. A melting [--] year is a disaster for risk assets and great for low beta and interest rate sensitive"  
[X Link](https://x.com/QAGELLC/status/2021290124773048462)  2026-02-10T18:28Z 21K followers, [----] engagements


"@compmerc Its recorded"  
[X Link](https://x.com/QAGELLC/status/2021296106936615173)  2026-02-10T18:52Z 21K followers, [---] engagements


"Schwab has a big problem in my opinion they got that bank thing going. This is a giant bearish engulfing daily candle. This is gonna leave the other short fall till the entities like Goldman Sachs and Morgan Stanley lower with the curve"  
[X Link](https://x.com/QAGELLC/status/2021319942197371325)  2026-02-10T20:26Z 21.1K followers, [----] engagements


"The longest duration US unlevered ETF or close to it recaptured its [--] day moving average from a higher low position. Bears should be very nervous in the bond market"  
[X Link](https://x.com/QAGELLC/status/2021320352803021172)  2026-02-10T20:28Z 21K followers, [----] engagements


"Utilities are joining staples and healthcare and lets try to get all three of these at an all-time monthly close and then at all time high and get above 20% of the S&P [---] and start to accelerate"  
[X Link](https://x.com/QAGELLC/status/2021320568117641302)  2026-02-10T20:29Z 21K followers, [----] engagements


"I really respect you but there is less than 5% chance of that will happen in my work incorporating volatility and skew. I have all the time you need to help. You understand what Im talking about so instead of leaving money on the table on the short side and avoid losing money as it goes down it will put someone in a much better position Michael Saylor as Ive told you in my opinion is not a good guy and hes not good at running that company and by bragging about the size of his core position has made himself at target and so I dont imagine anyway that those coins dont start coming loose and"  
[X Link](https://x.com/QAGELLC/status/2021337798314426554)  2026-02-10T21:37Z 21K followers, [----] engagements


"I am really bewildered by the statements youre making which cant possibly be true. Its like youre making the stuff out of thin air. Telling the world that you would be short [---] million silver if you needed to be to hedge off an AI portfolio that you said was an only the 2nd to 5th inning and Im saying no its the eighth ninth or overtime its over for this AI and its over for IREN WHY ARE YOU SUCH A CHEERLEADER FOR THINGS THAT ARE NOT WORKING https://twitter.com/i/web/status/2021338089080156375 https://twitter.com/i/web/status/2021338089080156375"  
[X Link](https://x.com/QAGELLC/status/2021338089080156375)  2026-02-10T21:38Z 21K followers, [----] engagements


"NASDAQ into time frames and we have failed the July [--] ratio that I spoke about in that post on July [--] the flow out of beta in into low beta and were now 3% above the entire post Covid structure And we are only 9% above the peak expansion in Dot Com era"  
[X Link](https://x.com/QAGELLC/status/2021344129897333144)  2026-02-10T22:02Z 21K followers, [----] engagements


"@mikealfred But its a terrible sign for IREN and the AI buildout. Equities are in the ninth or overtime and youve gotta get with it or youre gonna be burning everybody who listens to you dont you see whats going on"  
[X Link](https://x.com/QAGELLC/status/2021351548710977938)  2026-02-10T22:32Z 21K followers, [----] engagements


"You really have to go see a therapist. If you cannot unwind a micro cap. This is insanity. Its so dangerous. Youre gonna have to deal with a lot when this thing melts down. How dare you risk your family and your communities access to your resources when you blow up with this insane concentration in a garbage company and when I say garbage I dont mean the industry I mean the market kept the liquidation. This was a seven dollar stock. How dare you risk that money whos telling you about this stuff or are you just a bot and youre not real"  
[X Link](https://x.com/QAGELLC/status/2021351824767451157)  2026-02-10T22:33Z 21.1K followers, [----] engagements


"@saylordocs Liar"  
[X Link](https://x.com/QAGELLC/status/2021375872532689338)  2026-02-11T00:08Z 21K followers, [---] engagements


"@stevehou @Brad_Setser Why does Qatar host a giant American airbase"  
[X Link](https://x.com/QAGELLC/status/2021376563393200143)  2026-02-11T00:11Z 21K followers, [---] engagements


"Theres another one theres the kind that understands how volatility works and that volatility is in severe decay because of the mass of selling pressure from people reducing their Delta exposure to Bitcoin and theyre gonna smother volatility and shake all of the active traders out of this space and will be no bid and well have to hibernate for decades before it goes out https://twitter.com/i/web/status/2021377247026835616 https://twitter.com/i/web/status/2021377247026835616"  
[X Link](https://x.com/QAGELLC/status/2021377247026835616)  2026-02-11T00:14Z 21K followers, [----] engagements


"This is not a beta correction. Its a durable polarity shift"  
[X Link](https://x.com/QAGELLC/status/2021377686866915376)  2026-02-11T00:16Z 21K followers, [---] engagements


"@joncym @jameslavish Volatility is highly deterministic. It and BTC are going much lower Its not about value Its equilibrium"  
[X Link](https://x.com/QAGELLC/status/2021429546281775426)  2026-02-11T03:42Z 21K followers, [---] engagements


"@B2Balzer @RSQ8562767 I very strongly suggest you exclude the Jerk phrasing"  
[X Link](https://x.com/QAGELLC/status/2021432558307975585)  2026-02-11T03:54Z 21K followers, [---] engagements


"@CryptoGhosty333 My thesis is it went up for ridiculous reason and sleezy promoters are going to get ruined by other losses"  
[X Link](https://x.com/QAGELLC/status/2021471602781847609)  2026-02-11T06:29Z 21K followers, [---] engagements


"Before data"  
[X Link](https://x.com/QAGELLC/status/2021576460268376384)  2026-02-11T13:26Z 21.1K followers, [----] engagements


"Euro exhaustion"  
[X Link](https://x.com/QAGELLC/status/2021590990084063384)  2026-02-11T14:23Z 21.1K followers, [----] engagements


"The last time silver super accelerated you had a massive flattening of the yield curve. On January [--] [----] silver peaked at $50.35. The yield curve flattened about 370bp over about [---] days. Beware of your bond short Beware of your steepener Beware of your mortgage underweight. Beware of your dollar short. https://twitter.com/i/web/status/2021604892389843435 https://twitter.com/i/web/status/2021604892389843435"  
[X Link](https://x.com/QAGELLC/status/2021604892389843435)  2026-02-11T15:19Z 21K followers, [----] engagements


"Did you sell it all cause if you did congratulations you drove the liquidity wave If you didnt sell youre probably gonna have to go and work at McDonalds because you wont be able to buy a happy meal with a share eventually but youre actually not a real person. Youre just a scam bot"  
[X Link](https://x.com/QAGELLC/status/2021611141105942986)  2026-02-11T15:43Z 21K followers, [--] engagements


"As long as you acknowledge that the only path was to exit thats fantastic and its wonderful Im concerned about all the people who told to stay into this toxic waste when Microsoft is melting down Adobe salesforce and all these other great companies cant catch a bid. This piece of garbage isnt gonna keep their bid. https://twitter.com/i/web/status/2021617768961855723 https://twitter.com/i/web/status/2021617768961855723"  
[X Link](https://x.com/QAGELLC/status/2021617768961855723)  2026-02-11T16:10Z 21K followers, [---] engagements


"Are you seeing a pattern Low beta stocks are surging versus legacy mega cap tech. Theres an ocean of liquidity behind that And it will drive the dollar off and it will end up breaking the back of silver We are not at the start of the commodity super cycle Anybody who says that does not understand mortgages Mortgage facility dynamics ensure that the dollar goes up and commodities get slaughtered I would love the opportunity to be opposite Jeff Lurie and explain to him why hes so incredibly wrong again. https://twitter.com/i/web/status/2021618377664401896"  
[X Link](https://x.com/QAGELLC/status/2021618377664401896)  2026-02-11T16:12Z 21.1K followers, [----] engagements


"High market caps are becoming much more resilient. I always say I like the biggest cap and Im the fastest and the kids are shorting rocket for no legitimate reason. Adjustable rate activity is up to 8%. Its gonna cause a bull flattener. Its gonna drive mortgage rates much much lower they dont have the guts to short the two year they short the bond they dont have the guts to short Lowes. They short rocket but we just have the highest closing monthly level two days ago so https://twitter.com/i/web/status/2021632053557559436 https://twitter.com/i/web/status/2021632053557559436"  
[X Link](https://x.com/QAGELLC/status/2021632053557559436)  2026-02-11T17:06Z 21K followers, [---] engagements


"Who loves Dave we love Dave Follow Dave it looks like were losing financials along with software and thats not gonna be good for hardware and its not gonna be good for the NASDAQ and you add that with crypto and you get a lot of money going into the mortgages and that will end up causing bonds to rally and that will cause a global car flattening and more policy response internationally https://twitter.com/i/web/status/2021632669214228920 https://twitter.com/i/web/status/2021632669214228920"  
[X Link](https://x.com/QAGELLC/status/2021632669214228920)  2026-02-11T17:09Z 21K followers, [----] engagements


"You do not understand how mortgages work you dont understand the current state of the models that are driving mortgages there assumptions and the prepayment models so you talk with authority but youre completely wrong so its unhelpful for yourself to be a authoritative about things you are completely wrong about"  
[X Link](https://x.com/QAGELLC/status/2021661601997131838)  2026-02-11T19:04Z 21K followers, [---] engagements


"The biggest name in utilities is about to make an all-time high. What is that telling you How close are we to having staples healthcare and utility all at monthly closing highs"  
[X Link](https://x.com/QAGELLC/status/2021663395553194054)  2026-02-11T19:11Z 21.1K followers, [----] engagements


"Dont trick people into creating more whale exits. This has almost no shot of not going to one year Lows. Its disgusting that youre just trying to suck people in to an entity that has virtually no shocked after being massively overvalued Im very disturbed at learning of your proclivity to do that kind of thing. https://twitter.com/i/web/status/2021663627229413514 https://twitter.com/i/web/status/2021663627229413514"  
[X Link](https://x.com/QAGELLC/status/2021663627229413514)  2026-02-11T19:12Z 21.1K followers, [----] engagements


"@RealJimChanos What do you think happens to Robin Hood on a limit down day in the NASDAQ does Robin Hood evaporate that day from the losses of the clients that couldnt exit positions"  
[X Link](https://x.com/QAGELLC/status/2021663749661503901)  2026-02-11T19:12Z 21.1K followers, [----] engagements


"Im talking about how youre tricking people whether youre being paid to trick people so that they buy the stock that you sell or other people sell I dont know if thats true. It just looks like its true because youre promoting garbage stocks that have zero to 5% probability of succeeding. Im trying to protect people from your either intentionally misleading statements or youre just complete lack of skill and awareness but youre attacking me personally thats a testament into what a bad person you are in my opinion Im trying to help people and youre trying to block me from helping people not buy"  
[X Link](https://x.com/QAGELLC/status/2021685844512321700)  2026-02-11T20:40Z 21K followers, [----] engagements


"@RostronE @GrantCardone Wrong"  
[X Link](https://x.com/QAGELLC/status/2021755756597690879)  2026-02-12T01:18Z 21.1K followers, [---] engagements


"@TheStalwart They will discover in the next [--] years that they will be able to under the policies of the administration that will collapse mortgage rates and that our Main Street renaissance will broaden to them"  
[X Link](https://x.com/QAGELLC/status/2021931434546491664)  2026-02-12T12:56Z 21.1K followers, [----] engagements


"October [----] will Mark the most pronounced indication of the convergence of tech communications and discretionaries outperformance over the last [--] years to the remainder of the markets. As well as to global markets. This has years to run"  
[X Link](https://x.com/anyuser/status/1585950360379674624)  2022-10-28T11:03Z 21.1K followers, [---] engagements


"Generational wealth starts by not losing money and extraordinarily low probability investments like crypto and related companies until the deleveraging is completed otherwise its just a donation of your capital to other people and you have to be mindful of who youre reading from"  
[X Link](https://x.com/QAGELLC/status/2021045351335989658)  2026-02-10T02:15Z 21.1K followers, [---] engagements


"https://x.com/i/spaces/1vAxRQDVYpvJl https://x.com/i/spaces/1vAxRQDVYpvJl"  
[X Link](https://x.com/QAGELLC/status/2021288028367405486)  2026-02-10T18:19Z 21.1K followers, [----] engagements


"https://x.com/i/spaces/1MYxNllEkqVGw https://x.com/i/spaces/1MYxNllEkqVGw"  
[X Link](https://x.com/QAGELLC/status/2022828136107274352)  2026-02-15T00:19Z 21.1K followers, [----] engagements


"@Hedgeye This is a fantasy conversation. This lady is talking about things as fact when they are beyond the wildest of unsupported speculation"  
[X Link](https://x.com/QAGELLC/status/1956746879896539419)  2025-08-16T15:56Z 21.1K followers, 19.4K engagements


"Swiss rates are negative and their currency continues to rise to all-time highs against the dollar and euro so they will have no choice but to go negative. The only question is whether they do it before or after the next ECB cut which is being signal by the lower rates in Germany and the UK"  
[X Link](https://x.com/QAGELLC/status/1978081401485300223)  2025-10-14T12:52Z 21.1K followers, 353.7K engagements


"$4.28T-$2.66T=$1.62T Crypto - 37.85%"  
[X Link](https://x.com/QAGELLC/status/2017798598621069741)  2026-02-01T03:14Z 21.1K followers, [----] engagements


"McDonalds highest monthly closing price ever joining Coca-Cola Walmart Amgen XLP"  
[X Link](https://x.com/QAGELLC/status/2019133985390240225)  2026-02-04T19:40Z 21.1K followers, [----] engagements


"https://www.cnbc.com/video/2026/02/03/rocket-companies-ceo-on-track-to-produce-the-highest-mortgage-loan-production-in-4-years.html https://www.cnbc.com/video/2026/02/03/rocket-companies-ceo-on-track-to-produce-the-highest-mortgage-loan-production-in-4-years.html"  
[X Link](https://x.com/QAGELLC/status/2019287688646652337)  2026-02-05T05:51Z 21.1K followers, [----] engagements


"Im sorry Steve but you could not be more wrong. Cannot equate anything with the pristine US government bond market which responds expeditiously when change in the general level of price and what lower note yields and lower mortgage rates are showing is that disinflation is rising and it will drag rates down. Software equities are reflecting a glut of Capital that is in decay Comparing any price decline with a US government guaranteed asset is divorced from any fundamental basis in reality https://twitter.com/i/web/status/2020221307736977849 https://twitter.com/i/web/status/2020221307736977849"  
[X Link](https://x.com/QAGELLC/status/2020221307736977849)  2026-02-07T19:41Z 21.1K followers, [----] engagements


"https://x.com/i/spaces/1MYGNlwbRnNxw https://x.com/i/spaces/1MYGNlwbRnNxw"  
[X Link](https://x.com/QAGELLC/status/2020312458586648663)  2026-02-08T01:43Z 21.1K followers, [----] engagements


"Nat gas down 10% is great for food disinflation"  
[X Link](https://x.com/QAGELLC/status/2021127198829072439)  2026-02-10T07:40Z 21.1K followers, [----] engagements


"Falling ECI is leading to falling mortgage rates or is it the other way around regardless theyre both going lower and eventually lower mortgage rates will drive up the employment cost index but the deflation of AI will neutralize it and rates could keep on falling"  
[X Link](https://x.com/QAGELLC/status/2021324308690194901)  2026-02-10T20:44Z 21.1K followers, [----] engagements


"@mikealfred If you own a lot of IREN youre not a serious investor and if you say you wont a lot and you dont own as much then youre worse"  
[X Link](https://x.com/QAGELLC/status/2021340276137275626)  2026-02-10T21:47Z 21.1K followers, [----] engagements


"Buyers of IREN are very likely the going to lose a great deal of money as it trades through [----] Lows by 2027"  
[X Link](https://x.com/QAGELLC/status/2021466517670592720)  2026-02-11T06:09Z 21.1K followers, [----] engagements


"The fight the mortgage curve near [--] month low"  
[X Link](https://x.com/QAGELLC/status/2021582553623179497)  2026-02-11T13:50Z 21.1K followers, [----] engagements


"https://x.com/i/spaces/1DXGyWqDlkvxM https://x.com/i/spaces/1DXGyWqDlkvxM"  
[X Link](https://x.com/QAGELLC/status/2021748974617842081)  2026-02-12T00:51Z 21.1K followers, [----] engagements


"Please join us https://t.co/CiR9q15h4u https://t.co/CiR9q15h4u"  
[X Link](https://x.com/QAGELLC/status/2021945017963778185)  2026-02-12T13:50Z 21.1K followers, [----] engagements


"Were gonna flatten and were gonna accelerate housing and were gonna be completely under 6% on mortgages this quarter and were gonna be [---] on the fixed and five on the floating next corner and the doll is gonna be go up in that environment and mortgages get the money back from all this nonsense gold and silver which I was long but now I dont think he could be long that stuff anymore. I think volatility and gold and silver are gonna melt like Bitcoin volatility and that money is coming into mortgages and low beta stocks"  
[X Link](https://x.com/QAGELLC/status/2021964488325390761)  2026-02-12T15:07Z 21.1K followers, [----] engagements


"@GeorgeGammon Mortgage rates are melting MSFT"  
[X Link](https://x.com/QAGELLC/status/2021993672980803638)  2026-02-12T17:03Z 21.1K followers, [---] engagements


"The sad thing is Bitcoin will go below $12627.20 the full decimal surrender and theyll still be bullish the yield curve will convert and theyll think its gonna be steep in. Mortgage rates are at new Lowes the [--] years breaking down its dragging the bond deal down you get through May and youre a few percent from a one year high for the first time in forever and volatile to be a fall in the rise of the bond the bond will rise before bond volatility troughs thats the natural dynamic and then after youre at a one year high of two year high bond volatility will get to its minimum and then the"  
[X Link](https://x.com/QAGELLC/status/2022065285147373869)  2026-02-12T21:48Z 21.1K followers, [---] engagements


"@PSY_NCE I sent you a DM with it or if not its on Apple spot in a couple of days"  
[X Link](https://x.com/QAGELLC/status/2022239479675928656)  2026-02-13T09:20Z 21.1K followers, [--] engagements


"@YahooFinance @APompliano He doesnt even know the actual price of bitcoin at its origin. Such a sleazy guy"  
[X Link](https://x.com/QAGELLC/status/2022524181502660633)  2026-02-14T04:11Z 21.1K followers, [---] engagements


"Mortgage rates are now at a more than three year low the lower they go the more they eat the slack that was created by Powell when he dragged up mortgage rates and drove the Covid ever mortgage bonds down [--] and 20% and so whenever mortgage pre-payments pick up the mortgage companies that are very modeled driven will immediately go and buy those discounted mortgages that are not negatively convection getting themselves extra yield but as mortgage rates go lower we lose the limited and fixed supply of discounted mortgages and once we get further through them and we lose more of volatility and"  
[X Link](https://x.com/QAGELLC/status/2022366684728750330)  2026-02-13T17:46Z 21.1K followers, [----] engagements


"US central bank inflation expansion is 10X in [--] years Up escalator"  
[X Link](https://x.com/QAGELLC/status/2023042713168511164)  2026-02-15T14:32Z 21.1K followers, [----] engagements


"@mikealfred You are [---] degrees from correct"  
[X Link](https://x.com/QAGELLC/status/2020698496203112780)  2026-02-09T03:17Z 21.1K followers, [----] engagements


"Mortgage rate are [--] tick from a close low since the [---] billion Fannie buy of mortgages was announced 10Y yields are a new several week low Japan 40Y near a [--] month low"  
[X Link](https://x.com/QAGELLC/status/2021138556853379504)  2026-02-10T08:25Z 21.1K followers, [----] engagements


"@WASH3DUPONLY I like real American companies not anti dollar companies"  
[X Link](https://x.com/QAGELLC/status/2022238609177514056)  2026-02-13T09:17Z 21.1K followers, [---] engagements


"@ales_vavra Genius or Ponzi like"  
[X Link](https://x.com/QAGELLC/status/2022291245360443408)  2026-02-13T12:46Z 21.1K followers, [---] engagements


"@one_sail And its appearing in mortgages and low beta equity"  
[X Link](https://x.com/QAGELLC/status/2022351958213104066)  2026-02-13T16:47Z 21.1K followers, [---] engagements


"This is being driven by mortgages when the Trump administration said were gonna buy [---] billion of mortgages. It caused some temporary selling pressure in the [--] year as we tighten the spreads and then a week later they announced they want to buy another [---] million at the other agency and so you had another little tightening but now all you have is mortgage is running this train and that is terrible for tech stocks because this is gonna drive down inflation and the last thing text dogs like is high rail rates and the best thing that Main Street loves is high rail rate so were gonna get a"  
[X Link](https://x.com/QAGELLC/status/2022358361019236857)  2026-02-13T17:13Z 21.1K followers, [---] engagements


"Lower mortgage rate rates will destroy dollar supply and drive the dollar up and blow up the emerging markets. This is the [----] event of Greenspan hiking rates [--] basis points on March [--] [----] at a time when inflation was below trend and he just wanted to snug it up and then he unwound the world starting with the emerging markets [--] days later https://twitter.com/i/web/status/2021045036796801158 https://twitter.com/i/web/status/2021045036796801158"  
[X Link](https://x.com/QAGELLC/status/2021045036796801158)  2026-02-10T02:14Z 21.1K followers, [----] engagements


"Join us Falling US mortgage rates will drag bitcoin below $10000. Learn why volatility affects markets and why mortgage rates will also drag down the NASDAQ [---] software and the Euro. https://x.com/i/spaces/1DXGyWqDlkvxM https://x.com/i/spaces/1DXGyWqDlkvxM"  
[X Link](https://x.com/QAGELLC/status/2021744795094270021)  2026-02-12T00:34Z 21.1K followers, [----] engagements


"@ItsDeanBlundell Wash your mouth that was soap or we wont let you be our 51st state you worthless parasite"  
[X Link](https://x.com/QAGELLC/status/2022442804387991630)  2026-02-13T22:48Z 21.1K followers, [----] engagements


"@BecauseBitcoin @i_am_jackis This is a transitory decoupling due to the extreme speed of the decline below 50% of the value of BTC. BTC will need volatility suppression to initiate is move below its cycle low"  
[X Link](https://x.com/QAGELLC/status/2022633829769580618)  2026-02-14T11:27Z 21.1K followers, [---] engagements


"https://x.com/i/spaces/1OwxWeNbbQWGQ https://x.com/i/spaces/1OwxWeNbbQWGQ"  
[X Link](https://x.com/QAGELLC/status/2018736034238873769)  2026-02-03T17:19Z 21.1K followers, [----] engagements


"@RealEJAntoni You have to back to June [----] when Fed funds were 1.75-2.0 to get a lower 2Y yield"  
[X Link](https://x.com/QAGELLC/status/2021133010926494042)  2026-02-10T08:03Z 21.1K followers, [---] engagements


"Look at how much weaker the charts are on a weekly basis as we are shorter in term but as we propagate out were rolling out the curve and we have more structural damage and people will not be able to stay short with the calls. The fed will need to cut if they dont the dollar will start to melt up. https://twitter.com/i/web/status/2021968983381938324 https://twitter.com/i/web/status/2021968983381938324"  
[X Link](https://x.com/QAGELLC/status/2021968983381938324)  2026-02-12T15:25Z 21.1K followers, [----] engagements


"In my opinion you should all save yourselves and your capital because I dont think this thing stays in double digits very long"  
[X Link](https://x.com/QAGELLC/status/2022003762479673564)  2026-02-12T17:43Z 21.1K followers, 11.6K engagements


"Do you wanna learn what this chart means this rising price this weekly golden cross of the bond ETF versus its own volatility"  
[X Link](https://x.com/QAGELLC/status/2022004620210675785)  2026-02-12T17:47Z 21.1K followers, [----] engagements


"The pain and the regret of having listened to people who are bullish as markets melt down and until they either get liquidated or finally get more negative so they can make money on the way down that thats the regret listening to promoters listening to people who have no idea how markets operate people who have no idea what an implied volatility move is people who dont know what to expect when silver volatility moves thats thats the toxin thats the harm"  
[X Link](https://x.com/QAGELLC/status/2022332118513123654)  2026-02-13T15:28Z 21.1K followers, [----] engagements


"Mortgage rates are at a new three or low today with the adjustable approaching [---] and they dont have the five-year adjustable quoted. Thats about [--] 1/4. We will be there possibly by the end of March. The total return on sovereign in the US will be more than double digit this year. Its competing with melting Equity love [--] years of negative cost of capital by the financial engineering of the absurd federal reserve now they drove equities to their deflationary levels whereas they fall. They drive acid prices and then consumer prices lower. There are four ticks 4/10 left before youll have a"  
[X Link](https://x.com/QAGELLC/status/2022364527342555360)  2026-02-13T17:37Z 21.1K followers, [---] engagements


"We have new three or low mortgage rates they continue to deteriorate. This is bad for banks. This will slow the Credit formation. This will slow consumption a little and this will moderate inflation to below 2% by next year if not later this year despite what the Office of Management and Budget just said which is that it will have to wait till [----]. These people know nothing they dont understand mortgages and they dont understand that theres only a limited period of time or mortgages dont start to underperformed treasuries. All we need to do is when we fall another hundred basis points in"  
[X Link](https://x.com/QAGELLC/status/2022365577445007695)  2026-02-13T17:41Z 21.1K followers, [---] engagements


"The activity in mortgages will grow exponentially because the policy interference that put a boot on the American worker is being lifted the subsidy of negative cost of Capital to innovation equities that have super absorbing capacity is ending and youll be able to see Microsoft and the [--] year yield both decay they theyll both below the floors theyll go below the trees. Its the greatest time if someone has skill in that and please keep in mind. We have opened up a very exciting group for our subscribers market [---] and we have mentors kind of like a university TA where people who are retired"  
[X Link](https://x.com/QAGELLC/status/2022367212380832253)  2026-02-13T17:48Z 21.1K followers, [---] engagements


"Youre gonna make the real books and mortgages. Its going to be freaking insane as mortgage rate rates Melt Watch Microsoft melt along with mortgage rates It will be the most insane time for rates to come down everybodys gonna want it and the bandwidth isnt gonna be there so join that party and subscribe so you can ask me more direct questions about timing and shape of acceleration https://twitter.com/i/web/status/2022372404425896338 https://twitter.com/i/web/status/2022372404425896338"  
[X Link](https://x.com/QAGELLC/status/2022372404425896338)  2026-02-13T18:08Z 21.1K followers, [---] engagements

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