# ![@Stockaholic5 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1424081330598334469.png) @Stockaholic5 Mark Emmerson - Stockaholics 🇺🇸

Mark Emmerson - Stockaholics 🇺🇸 posts on X about inflation, $rkt, stocks, fed the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1424081330598334469/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424081330598334469/c:line/m:interactions.svg)

- [--] Week [-----] +19%
- [--] Month [---------] +232%
- [--] Months [---------] +5,585%
- [--] Year [---------] +5,267%

### Mentions: [--] [#](/creator/twitter::1424081330598334469/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424081330598334469/c:line/m:posts_active.svg)

- [--] Week [--] +6.90%
- [--] Month [--] +8.80%
- [--] Months [---] +78%
- [--] Year [---] +267%

### Followers: [------] [#](/creator/twitter::1424081330598334469/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424081330598334469/c:line/m:followers.svg)

- [--] Week [-----] +0.11%
- [--] Month [-----] +0.54%
- [--] Months [-----] +3.70%
- [--] Year [-----] +8%

### CreatorRank: undefined [#](/creator/twitter::1424081330598334469/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1424081330598334469/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [cryptocurrencies](/list/cryptocurrencies)  [countries](/list/countries)  [technology brands](/list/technology-brands)  [social networks](/list/social-networks)  [gaming](/list/gaming)  [currencies](/list/currencies)  [us election](/list/us-election)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[inflation](/topic/inflation), [$rkt](/topic/$rkt), [stocks](/topic/stocks), [fed](/topic/fed), [money](/topic/money), [$fthm](/topic/$fthm), [mortgage rate](/topic/mortgage-rate), [rates](/topic/rates), [tariffs](/topic/tariffs), [debt](/topic/debt)

**Top accounts mentioned or mentioned by**
[@vmaxpax](/creator/undefined) [@pinheadking](/creator/undefined) [@aalsome1](/creator/undefined) [@stockahlife](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@pregory1](/creator/undefined) [@christankerfund](/creator/undefined) [@pgsd](/creator/undefined) [@loganmohtashami](/creator/undefined) [@njacobs22](/creator/undefined) [@indiancasinogod](/creator/undefined) [@bruceta55302936](/creator/undefined) [@dilleycouture](/creator/undefined) [@aislop](/creator/undefined) [@realdonaldtrump](/creator/undefined) [@pulte](/creator/undefined) [@billackman](/creator/undefined) [@trentkelp](/creator/undefined) [@truflation](/creator/undefined) [@johnie36149708](/creator/undefined)

**Top assets mentioned**
[Rocket Companies, Inc. (RKT)](/topic/$rkt) [Fathom Holdings Inc (FTHM)](/topic/$fthm) [Zillow Group, Inc. Class C Capital Stock (Z)](/topic/$z) [Doug The Duck (DOUG)](/topic/$doug) [dHedge DAO (DHT)](/topic/$dht) [ZIM Integrated Shipping Services Ltd. (ZIM)](/topic/$zim) [Frontline Ltd. (FRO)](/topic/$fro) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Bitcoin (BTC)](/topic/bitcoin) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Compound (COMP)](/topic/$comp) [Diageo plc (DEO)](/topic/$deo) [Cardano (ADA)](/topic/cardano) [Transocean LTD. (RIG)](/topic/$rig) [BlackRock Inc (BLK)](/topic/blackrock) [Brown-Forman Corporation Class B (BF.B)](/topic/$bfb) [Constellation Brands, Inc. Class A (STZ)](/topic/$stz) [Samsunspor Fan Token (SAM)](/topic/$sam) [Validity (VAL)](/topic/$val) [Scorpio Tankers Inc. (STNG)](/topic/$stng) [International Seaways, Inc. Common Stock (INSW)](/topic/$insw) [ARDMORE SHIPPING CORPORATION (ASC)](/topic/$asc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I have been in the transitory inflation camp (and still am) but not in the way many people think of Let me explain. In [----] there was a new kind of loan introduced called the PPP Loan. This was a loan backed by the government to keep employees on a business payroll"  
[X Link](https://x.com/Stockaholic5/status/1520679933084790784)  2022-05-01T08:22Z [----] followers, [--] engagements


"Under the circumstances of a pandemic you may assume that credit creation or loans being issued from banks would collapse. We would see dollars destroyed but due to the severity of the hysteria politicians decided to back dollar creation directly in a way they had never done"  
[X Link](https://x.com/Stockaholic5/status/1520679937677529089)  2022-05-01T08:22Z [----] followers, [--] engagements


"@gurgavin $FRO frontline"  
[X Link](https://x.com/Stockaholic5/status/1557959795612663808)  2022-08-12T05:18Z [----] followers, [--] engagements


"Let's Talk Tankers In this Video I talk about the tanker market and what's happening: Rates OPEC Divergences Inventories SPR and interject some opinions along the way. $FRO $DHT $NAT $STNG $ASC $TNP $INSW $TNK $TRMD $EURN etc"  
[X Link](https://x.com/Stockaholic5/status/1659093980322095104)  2023-05-18T07:10Z [----] followers, 11.2K engagements


"Some of these cyclical packaging companies look like death. Spending some time on them. Goods spending was supercharged in 2020-2021 leading to robust demand. Now demand flat and the market is pricing weaker future demand. Eventually goods spending growth will be back. $IP $WRK"  
[X Link](https://x.com/Stockaholic5/status/1660409300022607873)  2023-05-21T22:16Z [----] followers, [----] engagements


"@ed_fin Bruh that profile pic is so fire"  
[X Link](https://x.com/Stockaholic5/status/1711637429294362808)  2023-10-10T06:58Z [----] followers, [---] engagements


"@JosephNausAuth1 @PinheadKing What do you think the stock is worth at buyout based on what they found so far"  
[X Link](https://x.com/Stockaholic5/status/1714804218002112900)  2023-10-19T00:42Z [----] followers, [--] engagements


"@ed_fin The look when you had a higher price target [--] months earlier"  
[X Link](https://x.com/Stockaholic5/status/1714890006849053031)  2023-10-19T06:23Z [----] followers, [---] engagements


"@finding_finance On inflation adjusted terms for rates to be trading anywhere near where they were in the 80's is fascinating. Dry is where the shipping puck goes next IMHO"  
[X Link](https://x.com/Stockaholic5/status/1715619621485862957)  2023-10-21T06:42Z [----] followers, [---] engagements


"I don't dislike wet boats but the dry ones are looking more and more interesting every day"  
[X Link](https://x.com/Stockaholic5/status/1715625648780370403)  2023-10-21T07:06Z [----] followers, [----] engagements


"@njacobs22 @jsxfreight1 @ed_fin @staunovo @alexlongley1 Nah season just started. Bloomberg is lucky this time"  
[X Link](https://x.com/Stockaholic5/status/1717720377663893752)  2023-10-27T01:50Z [----] followers, [--] engagements


"@njacobs22 @jsxfreight1 @ed_fin @staunovo @alexlongley1 I think BDTI going to all time highs this year. Let's see"  
[X Link](https://x.com/Stockaholic5/status/1717720743352369485)  2023-10-27T01:51Z [----] followers, [--] engagements


"@Edark94 I don't like short term bets on red sea disruption. They could keep happening but the incentives don't align. Nobody gains from the disruptions. Just feels like gambling without an edge"  
[X Link](https://x.com/anyuser/status/1742608549338079413)  2024-01-03T18:07Z [--] followers, [---] engagements


"This is a chart we should all be figuring out how to bet against and I haven't seen much anybody talk about. US existing home sales. at depression levels. Rate of change of interest rates killed this. Either interest rates go down or market becomes accustom to higher rates"  
[X Link](https://x.com/anyuser/status/1743457262642045431)  2024-01-06T02:19Z [--] followers, [----] engagements


"@gruust @valador83 There are businesses that depend on existing home sales holmes"  
[X Link](https://x.com/anyuser/status/1743912482106949665)  2024-01-07T08:28Z [--] followers, [--] engagements


"@gruust @valador83 I love how Noone understands what I'm saying. Think there is huge opportunity here. Existing home sales will increase. That's what I'm saying"  
[X Link](https://x.com/anyuser/status/1743913926746857502)  2024-01-07T08:34Z [--] followers, [--] engagements


"While we are observing an appropriately proportional v [---] and pretending the Houthis are somehow not Iranian this time. here was v1.0. Guerilla war US might have a hard time with but presenting the US with easy and justified targets is well. stupid"  
[X Link](https://x.com/Stockaholic5/status/1745680863206220115)  2024-01-12T05:35Z [----] followers, [---] engagements


"@AlmostMongolian lmao my gut says if existing home sales return to a normal range this thing can [--] bag easy. But this is all predicated on the underlying business being viable which there's not really evidence of. I bought some @ [--] cents prepared for it to go [--] tho"  
[X Link](https://x.com/Stockaholic5/status/1749255611475456454)  2024-01-22T02:20Z [----] followers, [---] engagements


"Thing I watch every week today isn't boats. Shipping is expensive. I watch existing home sales. Twitter thinks RE is expensive and it is. but they have no idea that some parts of it have been absolutely nuked by shock in rate increases"  
[X Link](https://x.com/Stockaholic5/status/1760514226773504014)  2024-02-22T03:57Z [----] followers, [---] engagements


"@AlmostMongolian Come to think of it how do we know that the reported balance sheet numbers are even correct Could they have just made up the numbers I love this stock"  
[X Link](https://x.com/Stockaholic5/status/1777149199857201193)  2024-04-08T01:39Z [----] followers, [---] engagements


"@realPlebejer @MFHoz Permitting zoning building codes restricting supply side. Globalization illegal aliens and legal immigration depressing the wage side. Devaluation has almost no impact relative to these factors as inflation always hits wages with a year or two lag. Supply and demand"  
[X Link](https://x.com/Stockaholic5/status/1777219499474977255)  2024-04-08T06:18Z [----] followers, [--] engagements


"@IdiotWind6 Inflation goes both ways on this one. You should be adjusting for monetary inflation and then construction deflation we've also seen in past [--] years. All cycles may not be just like the last. Cheap is relative and so is expensive. Boats are not cheap"  
[X Link](https://x.com/Stockaholic5/status/1777539795482489280)  2024-04-09T03:31Z [----] followers, [--] engagements


"With the trend of covid backlogs beginning to reverse and high interest rates reducing demand for new homes it may only be a matter of time before the US enters a homebuilding recession. A job only lasts as long as the current home being built. Interest rates are too high"  
[X Link](https://x.com/Stockaholic5/status/1780363808340672893)  2024-04-16T22:33Z [----] followers, [---] engagements


"Whoever this guy is I've been enamored with him all day. Most of the things on social media argue the opposite that people are devoid of thought. A fun juxtaposition. Generational perhaps https://www.youtube.com/watchv=gbngLDPSaDw https://www.youtube.com/watchv=gbngLDPSaDw"  
[X Link](https://x.com/Stockaholic5/status/1780483273048924188)  2024-04-17T06:27Z [----] followers, [---] engagements


"@LoganMohtashami Logan what drives the spread between [--] year treasury and [--] year mortgage rates Why is it 1% higher now than past decade or so"  
[X Link](https://x.com/Stockaholic5/status/1781161878351405308)  2024-04-19T03:24Z [----] followers, [---] engagements


"@wbspreadsheet This is another great one. Even if you make a stellar bet and all the odds are in your favor you cannot beat the God with a capital G of variance"  
[X Link](https://x.com/Stockaholic5/status/1782653106565885999)  2024-04-23T06:09Z [----] followers, [--] engagements


"This is the opportunity smacking everyone in the face shaking them to wake up and still they do not notice. WARNING: Home buying conditions have fallen off a cliff Current levels have NEVER been seen since in the last 60+ years https://t.co/3k2IZwenDa WARNING: Home buying conditions have fallen off a cliff Current levels have NEVER been seen since in the last 60+ years https://t.co/3k2IZwenDa"  
[X Link](https://x.com/Stockaholic5/status/1783190890003194245)  2024-04-24T17:46Z [----] followers, [---] engagements


"@NCarolinaTrader I'm the most economics person there is there's no one more economics than me. We will lower the interest rates and make them pay for it. We're gonna lower the interest rate BIGLY"  
[X Link](https://x.com/Stockaholic5/status/1784034531894550759)  2024-04-27T01:39Z [----] followers, [--] engagements


"@PinheadKing On like [-----] shares sold I'm sure lol. The only thing more illiquid than this puppy is the us existing homes market"  
[X Link](https://x.com/Stockaholic5/status/1784278124504785394)  2024-04-27T17:47Z [----] followers, [---] engagements


"@MarhelmData The point of a business is to solve other people's problems. It's not to create problems for other people they don't care about. People are too busy with their own problems to care about your made up ones"  
[X Link](https://x.com/Stockaholic5/status/1784407291258949861)  2024-04-28T02:20Z [----] followers, [---] engagements


"This is the most badass shiptwit post of all time. Full stop. That said Mr. Barstad if you're being truthful you should consider diversification. If your income stream and your investments are tied to the same risk you risk becoming a dodo bird. ☠☠ $fro @joeriwestland My largest -long- exposures (in alphabetical order) $FRO @joeriwestland My largest -long- exposures (in alphabetical order) $FRO"  
[X Link](https://x.com/Stockaholic5/status/1784462778662834395)  2024-04-28T06:00Z [----] followers, [----] engagements


"The shiptwit homies when I told them I sold to buy unprofitable real estate technology companies. "How do you even calculate net asset value""  
[X Link](https://x.com/Stockaholic5/status/1788789204467724788)  2024-05-10T04:32Z [----] followers, [----] engagements


"@AAlsome1 @wbspreadsheet lmao"  
[X Link](https://x.com/Stockaholic5/status/1789170079382520208)  2024-05-11T05:46Z [----] followers, [--] engagements


"Homies there's lots of bearish signs out there. It's getting rough on the streets. Looking to see those employment #'s break any one of these days. ☠"  
[X Link](https://x.com/Stockaholic5/status/1793468855026962823)  2024-05-23T02:27Z [----] followers, [---] engagements


"@LoganMohtashami What do you think happens if/when unemployment increases probably leading from construction to existing home sales Does decreasing rates overpower job losses in terms of sales Could we see unemployment and home sales BOTH increase Am I taking crazy pills"  
[X Link](https://x.com/Stockaholic5/status/1793867562864025868)  2024-05-24T04:52Z [----] followers, [--] engagements


"@ChrisMozach IP Not an expert at all but DC seems more valuable than anything para owns"  
[X Link](https://x.com/Stockaholic5/status/1794485837322928290)  2024-05-25T21:48Z [----] followers, [---] engagements


"Everyone wants to talk to these CEO's about the housing market but nobody talks about their business. Youtube and X are infested with housing doom noise. RE transaction volume is at all time lows adjusted for population. Either population gets used to higher rates or rates drop. @walt373 @WarrenPies I think a contrarian trade rn that could see some light at the end of the tunnel are cos thatd benefit from re-sale home transactions increasing. home listing/brokerage/proptech cos Ie. Zillow $z Redfin $rdfn etc. They are not hated rather just not even talked about. @walt373 @WarrenPies I think a"  
[X Link](https://x.com/Stockaholic5/status/1795509573320888624)  2024-05-28T17:36Z [----] followers, [---] engagements


"@EliasMonsor I like Redfin Zillow and some others"  
[X Link](https://x.com/Stockaholic5/status/1795572835026637082)  2024-05-28T21:48Z [----] followers, [--] engagements


"@EliasMonsor I think homebuilders are in a bubble I would not touch those. They are only doing so well because of lock in in existing home sales"  
[X Link](https://x.com/Stockaholic5/status/1795573015364989281)  2024-05-28T21:49Z [----] followers, [--] engagements


"High rates are healing the housing market. It's good this number keeps going up or If / when rates get lower again the housing market will spiral out of control again. Supply now buyers later"  
[X Link](https://x.com/Stockaholic5/status/1801722745547538526)  2024-06-14T21:05Z [----] followers, [---] engagements


"@AlphaExponent I don't know it's a very useful indicator at all. All I can conclude is that consumers save more money when they are concerned about the economy"  
[X Link](https://x.com/Stockaholic5/status/1806132122752798881)  2024-06-27T01:07Z [----] followers, [--] engagements


"@philoinvestor @aschmidt2930 I struggle with valuing businesses with likely negative growth. It surely has some value if for ip alone. Any insight on that idea Value it as a bond"  
[X Link](https://x.com/Stockaholic5/status/1806456843797184874)  2024-06-27T22:37Z [----] followers, [--] engagements


"A presidential debate bond sell off seems like the easiest fade. What were they going to say "Hey guys if I win I'm going to tank the economy" If this doesn't give this back by tomorrow morning I'll eat only lettuce for lunch"  
[X Link](https://x.com/Stockaholic5/status/1806513079578177749)  2024-06-28T02:20Z [----] followers, [---] engagements


"There are almost as many residential construction workers today as there was during the peak of the [--] housing bubble. There is also currently about half the amount of housing starts. An oversimplification but I don't think I'd want to be a construction worker here"  
[X Link](https://x.com/Stockaholic5/status/1806834599034806595)  2024-06-28T23:38Z [----] followers, [----] engagements


"This is a chart of margins for DR Horton $DHI. Record low interest rates caused a surge in demand for housing. After the surge in rates with that cash they have been able to buy down mortgage rates lower than the existing home sales market. This will mean revert"  
[X Link](https://x.com/Stockaholic5/status/1808596760958546218)  2024-07-03T20:20Z [----] followers, [---] engagements


"I made a video for the [--] homies on why I like companies related to exiting real estate transactions. $RKT $RDFN $Z $COMP $Vxtr https://www.youtube.com/watchv=mmc9RZPtFyc https://www.youtube.com/watchv=mmc9RZPtFyc"  
[X Link](https://x.com/Stockaholic5/status/1808718675685622107)  2024-07-04T04:25Z [----] followers, [----] engagements


"There is a belief that recession will be bad for home sales. [----] saw the largest unemployment rate ever and within months existing home sales skyrocketed. Sales are a function of interest rates. An easy visualization: If 10% of people are unemployed that leaves 90% left to buy"  
[X Link](https://x.com/Stockaholic5/status/1809023786555244893)  2024-07-05T00:37Z [----] followers, [---] engagements


"Unlike the US there is a housing bubble in Canada. Interest rates have a chance to heal. A 30y fixed would be a dream for the underwater. However a GFC would be a transformative benefit to the evils wrought from making a human necessity an unnecessarily scarce resource. There has been a 714% increase in the number of single family homes for sale in Ontario since Jan [----]. Were now back above [----] levels. Theres no shortage. https://t.co/abKcXQnAgU There has been a 714% increase in the number of single family homes for sale in Ontario since Jan [----]. Were now back above [----] levels. Theres no"  
[X Link](https://x.com/Stockaholic5/status/1809062742453858556)  2024-07-05T03:12Z [----] followers, [---] engagements


"So let me get this right. The fed sees unemployment at 4.2% by the year end of [----] 🤔 Bruh"  
[X Link](https://x.com/Stockaholic5/status/1809285455428612507)  2024-07-05T17:57Z [----] followers, [---] engagements


"@njacobs22 Buy sell off when market realizes recession exists"  
[X Link](https://x.com/Stockaholic5/status/1809338542616899853)  2024-07-05T21:28Z [----] followers, [---] engagements


"@njacobs22 But $FRO $DHT Is best because Vs are best boat"  
[X Link](https://x.com/Stockaholic5/status/1809339005466783907)  2024-07-05T21:30Z [----] followers, [---] engagements


"$rdfn Redfin has been competing on fees forever and the consumer has never seemed to notice. Are people finally waking up"  
[X Link](https://x.com/Stockaholic5/status/1809385312910733494)  2024-07-06T00:34Z [----] followers, [---] engagements


"@christankerfund The "written guarantees" kind of shows their hand. Once those hostages are out of the way there is no negotiation tool left. No permanent ceasefire makes sense for Israel until Hamas are all dead"  
[X Link](https://x.com/Stockaholic5/status/1809609614801137907)  2024-07-06T15:25Z [----] followers, [---] engagements


"This is one of those arguments where I think both sides are dumb. What is the argument against a natural population decline Protecting governments with explosive deficits Population goes up humans adapt. Population goes down humans adapt. Get off twitter and go have babies The Earth NEEDS more people. The biggest problem the world will face in [--] years is population collapse says @elonmusk. Ill show you why Musk is right. https://t.co/1NPrxrqPnn Get off twitter and go have babies The Earth NEEDS more people. The biggest problem the world will face in [--] years is population collapse says"  
[X Link](https://x.com/Stockaholic5/status/1810020905105711155)  2024-07-07T18:39Z [----] followers, [---] engagements


"Me in 2020/2021 "I'm buying oil tankers because the orderbook is low and the stocks are extremely cheap The supercycle is coming" How I actually made money: 😒"  
[X Link](https://x.com/Stockaholic5/status/1810109746021806133)  2024-07-08T00:32Z [----] followers, [----] engagements


"Ok. I finally made a video on oil tankers. I talk about my original idea and if I think they are still a good investment today. [--] minutes of me blabbering. Be well homies $tnk $fro $dht $insw $nat $tnp $stng $oet $asc $torm https://www.youtube.com/watchv=BD0H5SpPON8 https://www.youtube.com/watchv=BD0H5SpPON8"  
[X Link](https://x.com/Stockaholic5/status/1810198015258538183)  2024-07-08T06:23Z [----] followers, [----] engagements


"$Doug looks like an interesting as f way to play a rebound in existing home sales. The hell is the market thinking This thing is screaming to get bought out"  
[X Link](https://x.com/Stockaholic5/status/1810424213641240779)  2024-07-08T21:22Z [----] followers, [---] engagements


"How come nobody has come up with a conspiracy theory yet to say the whole pandemic was orchestrated to get global rates out of the [--] bound"  
[X Link](https://x.com/Stockaholic5/status/1810804777351331974)  2024-07-09T22:34Z [----] followers, [---] engagements


"Let me be clear before saying this in saying that both president Trump and Biden have had no influence in money creation which is what inflation always is. .but imagine using this as a flex. 😂 "WE CREATED LESS MONEY THAN THOSE OTHER IDIOTS" *screeching eagle sounds* You won't see this on Fox News https://t.co/4vPfCWYxuD You won't see this on Fox News https://t.co/4vPfCWYxuD"  
[X Link](https://x.com/Stockaholic5/status/1810883905354092941)  2024-07-10T03:49Z [----] followers, [---] engagements


"@walststocker @philoinvestor Am I crazy 1.2$ in earnings in [----] Lets say in a normal RE market they do half 10x earnings 6$ stock Why is market saying it's pure ass"  
[X Link](https://x.com/Stockaholic5/status/1810917304672342439)  2024-07-10T06:01Z [----] followers, [--] engagements


"Although unemployment rate always goes up in a recession they do not impact all workers equally"  
[X Link](https://x.com/Stockaholic5/status/1811153559469314498)  2024-07-10T21:40Z [----] followers, [---] engagements


"Interest rate cuts are bearish homies. The Fed cuts once they break the economy. The stock market is always the last to figure it out. He's going to cut into this https://t.co/k1vwfObtV4 He's going to cut into this https://t.co/k1vwfObtV4"  
[X Link](https://x.com/Stockaholic5/status/1811162461120385440)  2024-07-10T22:15Z [----] followers, [---] engagements


"No homies. Home sales will not crash when the US enters recession. Sales are going straight to the f'n moon. Are you long brokers anon $doug $Z $rdfn $vxtr $rmax $hous etc etc. https://www.youtube.com/watchv=YRipBkWfvys https://www.youtube.com/watchv=YRipBkWfvys"  
[X Link](https://x.com/Stockaholic5/status/1811281889350860883)  2024-07-11T06:10Z [----] followers, [----] engagements


"@LoganMohtashami Can we see counter seasonal home sales growth this fall and winter logan 🙂"  
[X Link](https://x.com/Stockaholic5/status/1811475466144088227)  2024-07-11T18:59Z [----] followers, [--] engagements


"True blooded Americans have always been savage and when labeled so it's a DISTINCT point of pride. Warrior ethos isn't drilled. It's observed first experienced next and when understood drives you to lead. Love him hate him and noone is in between Trump is a savage"  
[X Link](https://x.com/Stockaholic5/status/1812373304382283793)  2024-07-14T06:27Z [----] followers, [---] engagements


"Today 10y bonds went up and the 30y fixed rate went down. It appears the spread finally appears to be compressing to normal levels. This is probably why interest rate sensitive broker stocks screamed higher today even when bond yields went up. Lowest reading since February [--] [----] The average 30-year fixed mortgage rate comes in at 6.81% Spread: [---] bps https://t.co/P9MbSdPISP Lowest reading since February [--] [----] The average 30-year fixed mortgage rate comes in at 6.81% Spread: [---] bps https://t.co/P9MbSdPISP"  
[X Link](https://x.com/Stockaholic5/status/1813007820490743999)  2024-07-16T00:28Z [----] followers, [---] engagements


"@leadlagreport I mean he could have you know veto'd [--] trillion dollars of government spending. So ye in literally the context you presented he's as big a threat as any of the other guys we have had in the past [--] years"  
[X Link](https://x.com/Stockaholic5/status/1813057183250325822)  2024-07-16T03:44Z [----] followers, [--] engagements


"I'm more bullish on RE brokers than I have been on literally anything in my entire life. If I'm wrong on this I will disappear and promise I will be an index investor till I die. "The money is right f'n there pick it up." - some famous guy I can't remember"  
[X Link](https://x.com/Stockaholic5/status/1813082735206146290)  2024-07-16T05:26Z [----] followers, [----] engagements


"@Edark94 Home sales at all time lows. Inflation long gone. Unemployment increasing. Inventory normalizing. Pessimism extreme. NAR lawsuit stuff. We're on the cusp of this market normalizing and literally nobody cares"  
[X Link](https://x.com/Stockaholic5/status/1813087529710854425)  2024-07-16T05:45Z [----] followers, [---] engagements


"@AnxanumC I'm buying them all. Doug is insanely cheap but I like $rdfn the most even tho it's historically a shitco. I think they will adapt to the NAR shit better than competition"  
[X Link](https://x.com/Stockaholic5/status/1813090087560966630)  2024-07-16T05:55Z [----] followers, [---] engagements


"@antarcticapital @AnxanumC $hous $doug $Z $rmax $comp are all names on the same idea"  
[X Link](https://x.com/Stockaholic5/status/1813257741617820107)  2024-07-16T17:01Z [----] followers, [---] engagements


"When the fed lowers rates some degree of inflation is going to return but paired with productive growth. New mortgages on new homes being built. More money but more supply of the most expensive things. This is when to lean in on commodities. Productive monetary expansion"  
[X Link](https://x.com/Stockaholic5/status/1813307468300361970)  2024-07-16T20:19Z [----] followers, [---] engagements


"So the fed a quasi government agency is going to raise rates here Raise rates gang needs to chill. An All-Time High $9.3 trillion in U.S. Debt is set to mature within the next [--] months 🚨 Probably Fine https://t.co/hZg2WbzMeS An All-Time High $9.3 trillion in U.S. Debt is set to mature within the next [--] months 🚨 Probably Fine https://t.co/hZg2WbzMeS"  
[X Link](https://x.com/Stockaholic5/status/1813330003968528708)  2024-07-16T21:48Z [----] followers, [---] engagements


"What is this. a rally for ants $tlt to moon. 30y 10y spread to the bottom of Mariana Trench. And brokers or whatever else people want to call them intergalactic plz. $doug $rdfn $z $comp $vxtr $rkt $hous $rmax thx"  
[X Link](https://x.com/Stockaholic5/status/1813449089893417152)  2024-07-17T05:42Z [----] followers, [----] engagements


"@philoinvestor Yeah this one and $DG have the same pattern. Why are their margins getting so hammered Do you think these companies can reverse this trend Is this just a failure to push on prices in an inflationary environment"  
[X Link](https://x.com/Stockaholic5/status/1814756594623918143)  2024-07-20T20:17Z [----] followers, [---] engagements


"@PGSD My technical analysis says this thing is going right back to [---] trillion dollars"  
[X Link](https://x.com/Stockaholic5/status/1816170142780514705)  2024-07-24T17:54Z [----] followers, [--] engagements


"@JosephNausAuth1 Idk I don't have high conviction on any name. Just a basket of companies I like. I own Voxtur too. Feels like the "scorpio tankers" of the space. But it could be just a garbage co. These micro caps don't really move with the other ones though. No algos buy them"  
[X Link](https://x.com/Stockaholic5/status/1816206749239759129)  2024-07-24T20:20Z [----] followers, [---] engagements


"@crudechronicle I was thinking about this a lot recently. Dollar expansion is directly related to global oil demand but the dxy only dollar against developed economies. I think dollar strength should be measured against emerging economies since this is where oil demand growth comes from"  
[X Link](https://x.com/Stockaholic5/status/1816209981827604587)  2024-07-24T20:32Z [----] followers, [--] engagements


"@crudechronicle To clarify DXY measures dollar against euro Japanese yen British pound Canadian dollar Swedish krona and Swiss franc. Therefore if they depreciate their currencies faster than dollar even if dollar is depreciating it would give a false negative to global oil demand growth"  
[X Link](https://x.com/Stockaholic5/status/1816210888912953742)  2024-07-24T20:36Z [----] followers, [---] engagements


"It's common knowledge that Weakening dollar is good for oil demand growth. IMO the $DXY is a terrible tool; It measures the dollar against developed economies where there is no oil demand growth. We should measure the dollar against emerging market currencies. This was the oil chart in the 2000s - The Dollar vs. Oil Get the dollar right and you got oil correct. There were many theories as to why - petrodollar recycling monetarist printing cycles etc. But that correlation broke down in [----] with re-awakening of populism. https://t.co/iuyG6n8laD This was the oil chart in the 2000s - The Dollar"  
[X Link](https://x.com/Stockaholic5/status/1816214611210698882)  2024-07-24T20:51Z [----] followers, [---] engagements


"@LoganMohtashami The trick the housing doomers pull even though they're 100% wrong all the time is they just move on to the next reason the housing market will crash and nobody is the wiser. You can't whiff a call if you're constantly shifting the narrative"  
[X Link](https://x.com/Stockaholic5/status/1818063842028716061)  2024-07-29T23:19Z [----] followers, [----] engagements


"4.2 to [---] is a huge move for [--] week. Gonna start to see home sales move if this keeps up"  
[X Link](https://x.com/Stockaholic5/status/1819423800485876166)  2024-08-02T17:23Z [----] followers, [---] engagements


"Recessions do not affect all people equally. The people hardest hit are lower income who do not buy homes anyway. Home sales will increase in this recession because we are working from such a low base. Affordability is the key variable and interest rates are the contributor. @unusual_whales Unemployment up Days on market up Inventory up Repos & credit card delinquencies up Get ready folks. Not even low rates are going to get people to buy houses. @unusual_whales Unemployment up Days on market up Inventory up Repos & credit card delinquencies up Get ready folks. Not even low rates are going to"  
[X Link](https://x.com/Stockaholic5/status/1819480198926290974)  2024-08-02T21:07Z [----] followers, [---] engagements


"Bonds waterfall continues. Fuck your ai stocks"  
[X Link](https://x.com/Stockaholic5/status/1820278592309518449)  2024-08-05T02:00Z [----] followers, [---] engagements


"@SFarringtonBKC Retiring boomers going out with a bang"  
[X Link](https://x.com/Stockaholic5/status/1820998902814065146)  2024-08-07T01:42Z [----] followers, [--] engagements


"$rdfn $fthm $Doug Games changed homies. Trad brokerage is going extinct. Adapt or die. When market returns there will be new winners. Old winners will become new losers. From Reddit. Going to be painful for a while. https://t.co/4nroWsvGT2 From Reddit. Going to be painful for a while. https://t.co/4nroWsvGT2"  
[X Link](https://x.com/Stockaholic5/status/1821032709164241072)  2024-08-07T03:56Z [----] followers, [----] engagements


"@DilleyCouture Homie why you in finance spaces [--] [--] but only talk about rollerblading zyn and tater tots"  
[X Link](https://x.com/Stockaholic5/status/1821060353071239668)  2024-08-07T05:46Z [----] followers, [--] engagements


"@oilmutt @Chevron Wait I'm new here. Are you getting cease and desisted"  
[X Link](https://x.com/Stockaholic5/status/1821777811415429574)  2024-08-09T05:17Z [----] followers, [--] engagements


"@DilleyCouture @on_running Understanding fashion trends and investing in them is literally the hardest game on the planet"  
[X Link](https://x.com/Stockaholic5/status/1822024178469581198)  2024-08-09T21:36Z [----] followers, [---] engagements


"A recession isn't bad for these. It's less good than a soft landing. A 10% unemployment rate leaves 90% of buyers. UE hits lower incomes who don't buy homes the hardest. These stocks will continue to trend up with big volatility during a recession. If we are about to go into a recession you wouldn't know it from realtor stocks $COMP Compass $REMX Re/Max $RDFN RedFin $Z Zillow https://t.co/xHi2f0TBcc If we are about to go into a recession you wouldn't know it from realtor stocks $COMP Compass $REMX Re/Max $RDFN RedFin $Z Zillow https://t.co/xHi2f0TBcc"  
[X Link](https://x.com/Stockaholic5/status/1822355467622027573)  2024-08-10T19:32Z [----] followers, [---] engagements


"Strange to see. Young makes sense but usually uneducated get hit hardest. Would love to see breakdown of biggest job loss sectors in this set. Young college-educated women appear to be the hardest-hit group in the deteriorating labor market. Their unemployment rate has quickly risen from 1.8% to 4.4% the largest recorded 3-month spike outside of Covid. https://t.co/CQcws4QcLD Young college-educated women appear to be the hardest-hit group in the deteriorating labor market. Their unemployment rate has quickly risen from 1.8% to 4.4% the largest recorded 3-month spike outside of Covid."  
[X Link](https://x.com/Stockaholic5/status/1823589066727964814)  2024-08-14T05:14Z [----] followers, [---] engagements


"@ChrisMozach What's the pitch on this homie. I got a rule against any stock with a -99.9% since inception chart. Looks like a trap to me. Looks like those dime a dozen Greek shipping scam cos. Change my mind"  
[X Link](https://x.com/Stockaholic5/status/1823927209113084097)  2024-08-15T03:38Z [----] followers, [---] engagements


"@njacobs22 Sure I'm just talking about demographics here. More population means more first time buyers"  
[X Link](https://x.com/Stockaholic5/status/1824248259801690159)  2024-08-16T00:54Z [----] followers, [--] engagements


"@ViralRockets @NuggetCapital Opening a papa John's franchise obviously"  
[X Link](https://x.com/Stockaholic5/status/1824915733899616713)  2024-08-17T21:06Z [----] followers, [---] engagements


"Lots of these stocks are up a lot since this post and I have bought more since. I like $rdfn $doug $fthm $vxtr $rkt the most. I'm more bullish on RE brokers than I have been on literally anything in my entire life. If I'm wrong on this I will disappear and promise I will be an index investor till I die. "The money is right f'n there pick it up." - some famous guy I can't remember. https://t.co/60cUFy6aNq I'm more bullish on RE brokers than I have been on literally anything in my entire life. If I'm wrong on this I will disappear and promise I will be an index investor till I die. "The money"  
[X Link](https://x.com/Stockaholic5/status/1827029238672978109)  2024-08-23T17:04Z [----] followers, [----] engagements


"@toiletkingcap @whirlybard I don't like this logic because gold has supply and demand fundamentals like most anything else. You can measure it against other assets to see if it's cheap or expensive. It might track inflation but you can go sideways or down for many years like anything else"  
[X Link](https://x.com/Stockaholic5/status/1827460601913938378)  2024-08-24T21:38Z [----] followers, [--] engagements


"@TheLibConOG @LoganMohtashami Maybe positive if they are forced out of risk assets maybe they create a bubble in physical"  
[X Link](https://x.com/Stockaholic5/status/1827904711103820096)  2024-08-26T03:03Z [----] followers, [--] engagements


"@BuyCheapNPray What's ur least cool stock"  
[X Link](https://x.com/Stockaholic5/status/1827926893875908907)  2024-08-26T04:31Z [----] followers, [--] engagements


"@SFarringtonBKC Was looking at this with @viralrockets what do u like to play this idea"  
[X Link](https://x.com/Stockaholic5/status/1827930671387758620)  2024-08-26T04:46Z [----] followers, [---] engagements


"@PinheadKing Wait a minute. Do you not object to the classification of a "Trump judge." You taught me supreme court exemplifies the concept of impartiality"  
[X Link](https://x.com/Stockaholic5/status/1828304350235762723)  2024-08-27T05:31Z [----] followers, [--] engagements


"@Vmaxpax @mintzmyer The ballsy and lucky renegades will profit in tankers. Banning one company only hurts their own profit. Fractured markets got no power unlike the container gang"  
[X Link](https://x.com/Stockaholic5/status/1828668669217608022)  2024-08-28T05:39Z [----] followers, [--] engagements


"@Vmaxpax Nothing like a bull market to get tanker owners to lever up and invest in expensive assets. Hope they go broke"  
[X Link](https://x.com/Stockaholic5/status/1829383532495733033)  2024-08-30T04:59Z [----] followers, [--] engagements


"@hkuppy Or you can just keep talking to them in [--] hours when they got their vpns running"  
[X Link](https://x.com/Stockaholic5/status/1829740356310544390)  2024-08-31T04:37Z [----] followers, [---] engagements


"There was one home price crash in the last [---] years. You'll be waiting a while. I can hear the conversation "Honey the reason you and the kids live in this cramped rented condo is because the crash is coming" Houses aren't stocks if you want a house and can afford it buy it. Do NOT buy a house. Unless you are a millionaire. Rent for now. Wait for a [----] type market crash to buy your first house. You will thank me later. Do NOT buy a house. Unless you are a millionaire. Rent for now. Wait for a [----] type market crash to buy your first house. You will thank me later"  
[X Link](https://x.com/Stockaholic5/status/1831153797113991263)  2024-09-04T02:14Z [----] followers, [---] engagements


"@LoganMohtashami Every other spaces I'm in I hear this myth propagate. Nothing scapegoats better than blackrock"  
[X Link](https://x.com/Stockaholic5/status/1831893060986589416)  2024-09-06T03:11Z [----] followers, [--] engagements


"@HiddenOG Yea I like walking around to the park sometimes and usually I bring a plastic thermos and sip on some beer while walking around. Nobody can stop me"  
[X Link](https://x.com/Stockaholic5/status/1832617856758116806)  2024-09-08T03:12Z [----] followers, [--] engagements


"If re broker stocks don't moon tomorrow with both bonds in free fall and direct wealth transfers of 25000$ straight from millenials future earnings directly into boomers alrwady balooning existing home value being the winning debate policy I will be very upset"  
[X Link](https://x.com/Stockaholic5/status/1833748522056950247)  2024-09-11T06:04Z [----] followers, [---] engagements


"Rates on the ten year treasury are half of the biggest variable causing the housing unaffordability crisis. The other half is spreads the banks charge. They are trending down but remain at an elevated level. Mortgage rates can drop 1% if spreads return to a normal range"  
[X Link](https://x.com/Stockaholic5/status/1834022467855417677)  2024-09-12T00:13Z [----] followers, [---] engagements


"Meanwhile at the fed. 🤔 "I think we can cut rates when all those pesky inflationary construction workers get layed off." Today's US CPI Data by Truflation. 1.10% (New ATL) https://t.co/0AAt7y1siD Today's US CPI Data by Truflation. 1.10% (New ATL) https://t.co/0AAt7y1siD"  
[X Link](https://x.com/Stockaholic5/status/1834447113566236753)  2024-09-13T04:20Z [----] followers, [---] engagements


"The 70s at the bottom of the chart was among the highest period of inflation in us history. I'll just leave it there. Federal government spending will bankrupt the country unless action is taken to reduce government waste. This is what causes inflation Federal government spending will bankrupt the country unless action is taken to reduce government waste. This is what causes inflation"  
[X Link](https://x.com/Stockaholic5/status/1837346459722588403)  2024-09-21T04:21Z [----] followers, [---] engagements


"@DilleyCouture What ticker is this for"  
[X Link](https://x.com/Stockaholic5/status/1838093318036566149)  2024-09-23T05:49Z [----] followers, [--] engagements


"@DilleyCouture Adding to my lists ty homie"  
[X Link](https://x.com/Stockaholic5/status/1838095043921584527)  2024-09-23T05:56Z [----] followers, [--] engagements


"@AAlsome1 @SFarringtonBKC Moon IMO. I'd imagine Andy isn't very bullish on this tho. Secular inflation and housing shortage probably squares more towards less refis but idk if he changed views lately. Mortgage apps ripping last few data points"  
[X Link](https://x.com/Stockaholic5/status/1839854864245121117)  2024-09-28T02:29Z [----] followers, [--] engagements


"@Vmaxpax The way I read this is that Lululemon targets crazy people as their sales demographic"  
[X Link](https://x.com/Stockaholic5/status/1840812444203303237)  2024-09-30T17:54Z [----] followers, [--] engagements


"@ChrisMozach Got you beat homie unless u count AAA"  
[X Link](https://x.com/Stockaholic5/status/1844232682970153395)  2024-10-10T04:25Z [----] followers, [--] engagements


"Whoever inherits the white house in January will inherit a recession. Have fun with that"  
[X Link](https://x.com/Stockaholic5/status/1853273935661375618)  2024-11-04T03:11Z [----] followers, [---] engagements


"If bonds do this everyday for the next [--] weeks we can cancel the recession"  
[X Link](https://x.com/Stockaholic5/status/1853489146784100793)  2024-11-04T17:27Z [----] followers, [---] engagements


"The trump bond trade is literally going to cost construction workers their jobs. The enthusiasm over a stronger trump economy is actually causing a recession in front of our eyes. You can't make this stuff up. ☠ mortgage rates @SixFinance https://t.co/srOXceOWoK ☠ mortgage rates @SixFinance https://t.co/srOXceOWoK"  
[X Link](https://x.com/Stockaholic5/status/1854003730728857976)  2024-11-06T03:31Z [----] followers, [---] engagements


"@AyusoValue Why are u bearish Ayuso"  
[X Link](https://x.com/Stockaholic5/status/1854365860732821803)  2024-11-07T03:30Z [----] followers, [---] engagements


"@Edark94 A flat tarriff for all imports is bearish. You're lowering demand by taxing Americans which means less dollars circulating to buy commodities outside US"  
[X Link](https://x.com/Stockaholic5/status/1855465203397279878)  2024-11-10T04:19Z [----] followers, [--] engagements


"The palpable euphoria and bond sell off is causing a recession. Temp worker openings are accelerating downward. Residential construction workers a traditional leading indicator is likely a lagging indicator this cycle. As construction backlogs are completed job cuts loom"  
[X Link](https://x.com/Stockaholic5/status/1856514642421657633)  2024-11-13T01:49Z [----] followers, [---] engagements


"I can not get much more bearish here. I don't know what the market is thinking in regards to tariffs government layoffs and deportations being good for aggregate demand either. I will not likely be buying anything for months here"  
[X Link](https://x.com/Stockaholic5/status/1856515073856155946)  2024-11-13T01:51Z [----] followers, [---] engagements


"@FadedAlpha_ I wonder how much of this is just another economic indicator and not a political one. Advertising gets soft in recession"  
[X Link](https://x.com/Stockaholic5/status/1856566638385999894)  2024-11-13T05:15Z [----] followers, [--] engagements


"We're near a top on this narrative. Having an understanding of the mechanisms for inflation helps cut through the noise. No money creation no inflation or expansion. A recession is moments away. Increasing yields in this environment creates even less money. J Powell has handed Trump a ticking time bomb By prematurely cutting rates by [--] bps ahead of the election even with inflation still running hot the Fed has set the stage for an inflationary resurgence The latest October inflation data released this morning confirms the https://t.co/SsYtXHgcAk J Powell has handed Trump a ticking time bomb"  
[X Link](https://x.com/Stockaholic5/status/1857274495544758501)  2024-11-15T04:08Z [----] followers, [---] engagements


"@TheStalwart Inflation is always monetary. Spending isn't inflation. Supply shocks aren't inflation. Oil isn't inflation. Shipping backlogs aren't inflation. Increases in bank credit and government backed loans are inflation. Credit both increases demand and permanently alters the money"  
[X Link](https://x.com/Stockaholic5/status/1858233547292832097)  2024-11-17T19:39Z [----] followers, [--] engagements


"@LoganMohtashami If mortgage rates hadn't gone up to 7% from 6% earlier in the year housing starts data would be better than what we see today"  
[X Link](https://x.com/Stockaholic5/status/1858937210982351085)  2024-11-19T18:15Z [----] followers, [--] engagements


"Raise interest rates. 😏 First three words that come to mind when you see this pic https://t.co/Owr3aubMN7 First three words that come to mind when you see this pic https://t.co/Owr3aubMN7"  
[X Link](https://x.com/Stockaholic5/status/1860536173879304453)  2024-11-24T04:09Z [----] followers, [---] engagements


"@Vmaxpax @PinheadKing @njacobs22 Shale crush [---]. Rip ruble I'd they do"  
[X Link](https://x.com/Stockaholic5/status/1863802124938674419)  2024-12-03T04:27Z [----] followers, [--] engagements


"@TruthTomorrow The interesting one is the euro here"  
[X Link](https://x.com/Stockaholic5/status/1865589455790260696)  2024-12-08T02:49Z [----] followers, [--] engagements


"@njacobs22 @Vmaxpax @lh_barstad @freightbull1 @joeriwestland There are inefficiencies with an aging fleet but these are much less significant than compared to a ship that doesn't exist"  
[X Link](https://x.com/Stockaholic5/status/1865989118724825526)  2024-12-09T05:17Z [----] followers, [--] engagements


"@njacobs22 @Vmaxpax @lh_barstad @freightbull1 @joeriwestland Politics are a game I don't want to play but I think if we're honest have greatly benefited tankers. We can say iran this or that but if we were to weight political benefit the market has already seen extreme benefit. Betting on more seems possible but improbable"  
[X Link](https://x.com/Stockaholic5/status/1865989855521448225)  2024-12-09T05:20Z [----] followers, [--] engagements


"@christankerfund Ok im offering an olive branch. I will no longer publicly gloat when container stocks tank. Just feel bad now"  
[X Link](https://x.com/Stockaholic5/status/1869230254348456310)  2024-12-18T03:56Z [----] followers, [---] engagements


"That gap between starts and completions makes this economic cycle unique. Backlog is finally clearing while starts have been trending lower for [--] years. The move in mortgage rates today will certainly move starts even lower. The fed hates residential construction workers"  
[X Link](https://x.com/Stockaholic5/status/1869497555064926291)  2024-12-18T21:38Z [----] followers, [---] engagements


"The economy has been resilient because housing was working through covid backlogs. Completions continue to accelerate while starts continue to shrink. Those multiplier affects in the cyclical economy are dwindling fast and layoffs are coming if not here already"  
[X Link](https://x.com/Stockaholic5/status/1869499625520214363)  2024-12-18T21:46Z [----] followers, [---] engagements


"@DiMartinoBooth Recessions begin before recession Job losses I think you mean"  
[X Link](https://x.com/Stockaholic5/status/1870259378588451272)  2024-12-21T00:05Z [----] followers, [---] engagements


"@ChrisMozach @SFarringtonBKC Someone I know blames TDOC for putting their walk in clinic out of business. 🤔"  
[X Link](https://x.com/Stockaholic5/status/1872886580941341109)  2024-12-28T06:05Z [----] followers, [--] engagements


"@HiddenOG @AAlsome1"  
[X Link](https://x.com/Stockaholic5/status/1873530484904591785)  2024-12-30T00:44Z [----] followers, [--] engagements


"@TheChiefNerd Interesting analog that a lot of economists blame tariffs as one of the major reasons for the great depression"  
[X Link](https://x.com/Stockaholic5/status/1873564264834949522)  2024-12-30T02:58Z [----] followers, [----] engagements


"@AAlsome1 @REdebtlawyer Imo credit card rates are too low. Should be 50% imo. Just imo tho"  
[X Link](https://x.com/Stockaholic5/status/1873891161187996154)  2024-12-31T00:37Z [----] followers, [--] engagements


"@finding_finance Why did you post a graph of new home inventory and mention existing market Existing is at an average level. Market has healed to current interest rates. New home inventory however is excessively built for current interest rates. The fed will have to cut to help builders here"  
[X Link](https://x.com/Stockaholic5/status/1875642255287185698)  2025-01-04T20:35Z [----] followers, [---] engagements


"Never thought this would go on as long as it has and maybe it isn't quite over yet but a panic in shipping equities seems pretty likely and justified. A full reopening means a bear market for many segments. It's a long way to the bottom. #Yemens #Houthi have signaled they now will limit their attacks in the Red Sea corridor to only Israeli-affiliated ships just as a ceasefire in the #GazaStrip entered its second day. https://t.co/OpTBCBBmMP #Yemens #Houthi have signaled they now will limit their attacks in the Red Sea corridor to only Israeli-affiliated ships just as a ceasefire in the"  
[X Link](https://x.com/Stockaholic5/status/1881456348459827387)  2025-01-20T21:38Z [----] followers, [---] engagements


"@ChrisMozach @BichonRedux I'm not touching anything shipping. It's mostly a gamble on what's going on in the Red Sea with some other minor caveats with different segments. I have no edges there but if I was to guess it looks like some unwinding is likely. The equities are not cheap on a cycle basis"  
[X Link](https://x.com/Stockaholic5/status/1881864214136115476)  2025-01-22T00:39Z [----] followers, [--] engagements


"How funny would it be if the AI sell off heals the housing market"  
[X Link](https://x.com/Stockaholic5/status/1883935827983815055)  2025-01-27T17:51Z [----] followers, [---] engagements


"@MrAwsumb What exactly does this measure"  
[X Link](https://x.com/Stockaholic5/status/1884333175041843207)  2025-01-28T20:10Z [----] followers, [--] engagements


"@christankerfund Use the DHT dividend yield to enhance management incentive structure"  
[X Link](https://x.com/Stockaholic5/status/1885028988122521787)  2025-01-30T18:15Z [----] followers, [---] engagements


"Whoh wtf 🚨Truflation has just printed a significant drop (-0.47%) in U.S. inflation today on February 1st But where is the tariff effect that everyone is talking about🧐 So what happened today According to Truflations data the biggest drivers were: 🔷Utilities & Clothing (-2% https://t.co/hUT17ddx1h 🚨Truflation has just printed a significant drop (-0.47%) in U.S. inflation today on February 1st But where is the tariff effect that everyone is talking about🧐 So what happened today According to Truflations data the biggest drivers were: 🔷Utilities & Clothing (-2% https://t.co/hUT17ddx1h"  
[X Link](https://x.com/Stockaholic5/status/1885824569837252906)  2025-02-01T22:56Z [----] followers, [---] engagements


"@christankerfund Let's gooooooo"  
[X Link](https://x.com/Stockaholic5/status/1885836416271458768)  2025-02-01T23:43Z [----] followers, [---] engagements


"Trade wars are short term inflationary long term deflationary acc to bonds. Growth is going way down. 💣"  
[X Link](https://x.com/Stockaholic5/status/1886222443930607909)  2025-02-03T01:17Z [----] followers, [---] engagements


"I agree with the idea that the government is probably too big but all these DOGE cuts etc couldn't come at a worse time in the business cycle. They're laying off gov't workers into a market with no jobs. Fed pause looks silly in this context"  
[X Link](https://x.com/Stockaholic5/status/1886833325534597550)  2025-02-04T17:44Z [----] followers, [---] engagements


"@Vmaxpax This is the most important step in making dogecoin the global reserve currency"  
[X Link](https://x.com/Stockaholic5/status/1888474716589174796)  2025-02-09T06:27Z [----] followers, [---] engagements


"Uhhh. The only way this is happening is if the unemployment rate increases substantially. What are you saying sir Treasury Secretary Scott Bessent: "The housing market is stuck now but I would expect that the housing market sometime in the next few weeks is going to unfreeze" via @business https://t.co/h0sle7xqAf Treasury Secretary Scott Bessent: "The housing market is stuck now but I would expect that the housing market sometime in the next few weeks is going to unfreeze" via @business https://t.co/h0sle7xqAf"  
[X Link](https://x.com/Stockaholic5/status/1895643958585540659)  2025-03-01T01:15Z [----] followers, [---] engagements


"Pending home sales are going to start picking up while everyone keeps panic dumping RE stocks that benefit from recession. Said many times in spaces I expect large volatility in recession scenario. Recession is good for housing. Not 2008"  
[X Link](https://x.com/Stockaholic5/status/1896691352349573630)  2025-03-03T22:37Z [----] followers, [---] engagements


"Bruhhhhh trade wars lame AF. Wtf kind of companies are going to invest in the US with this kind of unhinged behavior. You'd be insane to reshore AND not reshore. Closing shop is the logical play"  
[X Link](https://x.com/Stockaholic5/status/1897133942173786410)  2025-03-05T03:55Z [----] followers, [---] engagements


"rebalanced some $rdfn into $Z which i changed my changed changed mind on. That's not a cyclical play in my eyes anymore just buy and hold forever. Started buying some of the alcohol stuff $mgpi $bf.a and $deo @TruthTomorrow @AAlsome1 @PinheadKing @Vmaxpax @Antoine04848656"  
[X Link](https://x.com/Stockaholic5/status/1899149291496878090)  2025-03-10T17:24Z [----] followers, [----] engagements


"@christankerfund Chris I only want $zim to go down and maybe some of the Greek companies. Can we stop punishing the good ones now"  
[X Link](https://x.com/Stockaholic5/status/1899151220117483847)  2025-03-10T17:31Z [----] followers, [---] engagements


"Spirits have been slammed the past few years from a confluence of factors. Overinvestment in pandemic shifting trends trade wars and a weak global economy. I like the long term play. It's hard to tell if it's early or not so I'll be buying slowly. https://www.reuters.com/business/retail-consumer/brown-forman-misses-quarterly-sales-estimates-muted-spirits-demand-2025-03-05/ https://www.reuters.com/business/retail-consumer/brown-forman-misses-quarterly-sales-estimates-muted-spirits-demand-2025-03-05/"  
[X Link](https://x.com/Stockaholic5/status/1899903774384415124)  2025-03-12T19:22Z [----] followers, [---] engagements


"Don't fuck with our ships. The canal will be freed. Hell yeah. Long overdue. Let the dogs out and rip $zim baggies. President Trumps strikes are securing the shipping lanes in Yemen. The Houthis learned the hard way that Trump is not Biden or Obama. https://t.co/DSBCUhQnqI President Trumps strikes are securing the shipping lanes in Yemen. The Houthis learned the hard way that Trump is not Biden or Obama. https://t.co/DSBCUhQnqI"  
[X Link](https://x.com/Stockaholic5/status/1901070343969927337)  2025-03-16T00:37Z [----] followers, [----] engagements


"When panic sell tankers KREMLIN: PUTIN REAFFIRMS COMMITMENT TO PEACEFUL RESOLUTION OF CONFLICT - IFAX KREMLIN: PUTIN TRUMP DISCUSSED M.EAST ENERGY - AGENCIES KREMLIN: RUSSIA U.S. TO SET UP EXPERT GROUPS ON UKRAINIAN SETTLEMENT - TASS KREMLIN: PUTIN REAFFIRMS COMMITMENT TO PEACEFUL RESOLUTION OF CONFLICT - IFAX KREMLIN: PUTIN TRUMP DISCUSSED M.EAST ENERGY - AGENCIES KREMLIN: RUSSIA U.S. TO SET UP EXPERT GROUPS ON UKRAINIAN SETTLEMENT - TASS"  
[X Link](https://x.com/Stockaholic5/status/1902070256329486767)  2025-03-18T18:51Z [----] followers, [----] engagements


"@Dieselcapital1 @olaharaldmoen1 Why buy your own company when u can buy shares of $dht instead"  
[X Link](https://x.com/Stockaholic5/status/1902085109957980251)  2025-03-18T19:50Z [----] followers, [--] engagements


"Look all I'm saying is that during the war of Canadian aggression when we need to get the electricity turned back on and the egg prices back down I'll wave the sign up bonus if you let me drive one of these. https://youtu.be/VA65jX6JSHwsi=dJ2dDh_KyBiaRul8 https://youtu.be/VA65jX6JSHwsi=dJ2dDh_KyBiaRul8"  
[X Link](https://x.com/Stockaholic5/status/1902207675586457884)  2025-03-19T03:57Z [----] followers, [---] engagements


"@LoganMohtashami Tariffs on tariffs off"  
[X Link](https://x.com/Stockaholic5/status/1902767351315173520)  2025-03-20T17:01Z [----] followers, [--] engagements


"@toiletkingcap @SFarringtonBKC Yes"  
[X Link](https://x.com/Stockaholic5/status/1902784079113896018)  2025-03-20T18:07Z [----] followers, [--] engagements


"@toiletkingcap @SFarringtonBKC $rdfn $z $doug and some shitco moonshots $fthm $vxtr"  
[X Link](https://x.com/Stockaholic5/status/1902786790068720026)  2025-03-20T18:18Z [----] followers, [----] engagements


"@Vmaxpax Blah blah politics don't influence people's travel decisions. Got flak In spaces for saying same thing but now i see the context. Normal people don't think about politics for life decisions but everyone wants to play it up like they do. Housing rife with this nonsense"  
[X Link](https://x.com/Stockaholic5/status/1902941677259722876)  2025-03-21T04:33Z [----] followers, [--] engagements


"@Vmaxpax @PGSD Look at your unemployment rate V. You're in a recession ofc ur travel numbers are going down. And EU. and china. and Australia. It's like blaming biden for egg price increases instead of a bird flu"  
[X Link](https://x.com/Stockaholic5/status/1902949887681204234)  2025-03-21T05:06Z [----] followers, [--] engagements


"@PinheadKing @chamath Wtf Why would you let a domestic terrorist out of your custody to some SA poopy hole. Make guantanimo great again. PS setting a car on fire doesn't make you a terrorist just a ducjhead arsonist"  
[X Link](https://x.com/Stockaholic5/status/1903315652217115079)  2025-03-22T05:19Z [----] followers, [--] engagements


"@christankerfund @toiletkingcap Seems to happen a lot in shipping in general. Why would u hold through dividend payout and then dump. These funds need someone to explain to them how taxes work. P.S. I'm available for consulting"  
[X Link](https://x.com/Stockaholic5/status/1903971840747585680)  2025-03-24T00:47Z [----] followers, [---] engagements


"@PinheadKing And Budweiser will go to [--] because of boycotts and target lost all their middle class women customers because of protests and alcohol will never be bought in Canada again because of Trump protests and"  
[X Link](https://x.com/Stockaholic5/status/1904290668752822580)  2025-03-24T21:54Z [----] followers, [--] engagements


"@NNunnelee @Pregory1 @trentkelp @FadedAlpha_ @elonmusk @ValerianBridge Wait we're still fighting DIdn't this fight start like last week"  
[X Link](https://x.com/Stockaholic5/status/1904321320604909574)  2025-03-24T23:55Z [----] followers, [---] engagements


"@Vmaxpax There sure aren't enough JD memes in this group chat to be real imo. Deliberate leak"  
[X Link](https://x.com/Stockaholic5/status/1904360155137085485)  2025-03-25T02:30Z [----] followers, [--] engagements


"@Pregory1 @Vmaxpax Business and politics mix less well than oil and water. Be quiet don't pick sides and sell your products. Just IMO tho. Just IMO.💀"  
[X Link](https://x.com/Stockaholic5/status/1905428708263166359)  2025-03-28T01:16Z [----] followers, [--] engagements


"The clowns dumping RE stocks with everything in the market while bond yields are simultaneously down 10bps are giving golden opportunities. The spring housing market is already doing significantly better YOY and will do even better with more days like this"  
[X Link](https://x.com/Stockaholic5/status/1905676212447707394)  2025-03-28T17:39Z [----] followers, [---] engagements


"@AAlsome1 Stop looking at doomer accounts. They don't understand anything. New homes are not total inventory"  
[X Link](https://x.com/Stockaholic5/status/1905741779946926379)  2025-03-28T22:00Z [----] followers, [--] engagements


"@AAlsome1 Yes homebuilders margins will compress saying that for months"  
[X Link](https://x.com/Stockaholic5/status/1906107566268325942)  2025-03-29T22:13Z [----] followers, [---] engagements


"@bennpeifert @aalsome1 this is the bond extremist side of Twitter"  
[X Link](https://x.com/Stockaholic5/status/1906148378888790079)  2025-03-30T00:56Z [----] followers, [---] engagements


"@AAlsome1 @LlcPickaxe @Moore33Gaming Moonbeam arbs are getting out of hand"  
[X Link](https://x.com/Stockaholic5/status/1906440069642441170)  2025-03-30T20:15Z [----] followers, [--] engagements


"Happy liberation day to all who celebrate"  
[X Link](https://x.com/Stockaholic5/status/1907479890636808325)  2025-04-02T17:06Z [----] followers, [---] engagements


"@mercoglianos @christankerfund Guys management incentives are vital to maintain the operational superiority that is the Scorpio machine. Who else would have the wisdom to use cash flow to purchase shares in $DHT Brilliant"  
[X Link](https://x.com/Stockaholic5/status/1907484708432392565)  2025-04-02T17:26Z [----] followers, [--] engagements


"@trentkelp @EricTrump @realDonaldTrump"  
[X Link](https://x.com/Stockaholic5/status/1907839120191402265)  2025-04-03T16:54Z [----] followers, [--] engagements


"Muahahahaha. Just think when the canal opens up $zim $ZIM being hammered down -16%. https://t.co/gnzZsmkjXZ $ZIM being hammered down -16%. https://t.co/gnzZsmkjXZ"  
[X Link](https://x.com/Stockaholic5/status/1907849898516713801)  2025-04-03T17:37Z [----] followers, [----] engagements


"These clowns shoving yields down are gonna cause real estate to boom and cancel the recession again lol. WHAT ARE THE ODDS OF A U.S. RECESSION IN [----] 🔸 Kalshi: 53% 🔸 Larry Summers: 50% 🔸 JPMorgan: 40% 🔸 CNBC Fed Survey: 36% 🔸 Moodys Analytics: 35% 🔸 Pimco: 35% 🔸 Goldman Sachs: 35% The U.S. economy faces heightened uncertainty in [----] with recession odds surging https://t.co/X6hHDb3QLa WHAT ARE THE ODDS OF A U.S. RECESSION IN [----] 🔸 Kalshi: 53% 🔸 Larry Summers: 50% 🔸 JPMorgan: 40% 🔸 CNBC Fed Survey: 36% 🔸 Moodys Analytics: 35% 🔸 Pimco: 35% 🔸 Goldman Sachs: 35% The U.S. economy"  
[X Link](https://x.com/Stockaholic5/status/1908014328969924643)  2025-04-04T04:30Z [----] followers, [---] engagements


"@Pregory1 @NNunnelee @Vmaxpax You guys never listen to the housing stuff I spew. Wall street will miss the move too. It's not complicated. Rates go down sales go up stocks go up"  
[X Link](https://x.com/Stockaholic5/status/1908216995109327269)  2025-04-04T17:55Z [----] followers, [--] engagements


"@Pregory1 @chamath lmao I'm surprised you know about that. There is a history of so much distrust that they created supply chains of individuals visiting Australia to mail back baby formula called the Daigou channel. You guys think the US is bad but I doubt we'd lace baby formula"  
[X Link](https://x.com/Stockaholic5/status/1908219668491624588)  2025-04-04T18:06Z [----] followers, [--] engagements


"@Vmaxpax Ok so we reroute this shipment to Djibouti open up a shirt llc call it Djibouti shirts dont actually make anything there put it on a non Chinese ship bam straight to the US no tariff 1% margin cut no big deal"  
[X Link](https://x.com/Stockaholic5/status/1908602611017933258)  2025-04-05T19:28Z [----] followers, [---] engagements


"@Vmaxpax @rev_cap @AAlsome1 @PinheadKing Idk Dallas market specifically but recessions are good for housing purchase volume. Imagine a 10% unemployment rate which impacts the people who can't afford houses disproportionately leaves 90% of people left to buy with presumedly much lower interest rates. Avoid doomers"  
[X Link](https://x.com/Stockaholic5/status/1908658143305101416)  2025-04-05T23:08Z [----] followers, [--] engagements


"@Pregory1 @Vmaxpax Actually I been saying it since middle school because it sounds like did ya booty"  
[X Link](https://x.com/Stockaholic5/status/1908729936116113793)  2025-04-06T03:54Z [----] followers, [--] engagements


"@aschmidt2930 @realDonaldTrump Guns corn and subscriptions to Microsoft office 360+. Better make a trade deal fast we only have so much"  
[X Link](https://x.com/Stockaholic5/status/1909056244410912950)  2025-04-07T01:30Z [----] followers, [--] engagements


"@PinheadKing Since bonds are priced on growth I'm guessing you think he'd be so amazing gdp growth would double"  
[X Link](https://x.com/Stockaholic5/status/1912250961445437850)  2025-04-15T21:05Z [----] followers, [--] engagements


"While the twitter bros talk about tariffs and trump RE transactions have quietly been increasing despite high mortgage rates. Existing side is well off the trough. Normal Americans don't care about trade wars at all when it comes to buying a home. https://youtu.be/bLjyLeTFwQIsi=wUPFk6yJ8A1p7roa&t=635 https://youtu.be/bLjyLeTFwQIsi=wUPFk6yJ8A1p7roa&t=635"  
[X Link](https://x.com/Stockaholic5/status/1913323093159993421)  2025-04-18T20:05Z [----] followers, [---] engagements


"We're so back. $rkt @pinheadking @vmaxpax"  
[X Link](https://x.com/Stockaholic5/status/1915457367850053952)  2025-04-24T17:26Z [----] followers, [---] engagements


"@DeepPocketMnstr @aalsome1 dollar general picks are stacked"  
[X Link](https://x.com/Stockaholic5/status/1915634114893426718)  2025-04-25T05:08Z [----] followers, [---] engagements


"@christankerfund @Edark94 It's not me I swear. I only click like even if going long $zim is a bad idea"  
[X Link](https://x.com/Stockaholic5/status/1915859722168897713)  2025-04-25T20:05Z [----] followers, [---] engagements


"Look it's not like it was an unreasonable request. All you have to do is not shoot rockets at ships. No ship rockets no airstrikes. Win for everyone. Except $zim holders"  
[X Link](https://x.com/Stockaholic5/status/1919810233033277566)  2025-05-06T17:43Z [----] followers, [----] engagements


"@christankerfund How much you wanna bet this is like a minor deal with a minor country. EG Uruguay will buy more soybeans so no tariffs"  
[X Link](https://x.com/Stockaholic5/status/1920330032574042505)  2025-05-08T04:08Z [----] followers, [---] engagements


"@PinheadKing @WallStreetApes Taco bell all day"  
[X Link](https://x.com/Stockaholic5/status/1921398668260770046)  2025-05-11T02:55Z [----] followers, [--] engagements


"@Pregory1 @DividendDude_X Srsly it's a technology company. Value it correctly"  
[X Link](https://x.com/Stockaholic5/status/1922894885880787035)  2025-05-15T06:00Z [----] followers, [--] engagements


"@Vmaxpax @AAlsome1 @thefinecard @FanaticsCollect @PinheadKing In due time homie. Taco bell and spaces don't mix. Unlike Baja blast"  
[X Link](https://x.com/Stockaholic5/status/1924318636413710463)  2025-05-19T04:18Z [----] followers, [--] engagements


"@LoganMohtashami Moodys set to join the middle aged stock trader anti central bank doomer housing cult and be forgotten"  
[X Link](https://x.com/Stockaholic5/status/1924685506539094479)  2025-05-20T04:35Z [----] followers, [--] engagements


"@PinheadKing up only"  
[X Link](https://x.com/Stockaholic5/status/1925232628195893688)  2025-05-21T16:50Z [----] followers, [--] engagements


"The bond collapse narrative is so annoying. The 10y is [--] bps over ffr. Stfu. The big beautiful bill will pass and bond yields will be no wiser. This is the USA not Germany. Not Japan. The USA"  
[X Link](https://x.com/Stockaholic5/status/1925786029933441456)  2025-05-23T05:29Z [----] followers, [---] engagements

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